Planetary Gear Laser Shaft Alignment Monitoring During Operation

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Solution Overview

Problem

Shaft misalignment in rotating equipment often goes undetected until damage occurs, leading to vibrations, excessive stress, and premature failure, as existing detection methods are not real-time and require shutdown for assessment.

Innovation Solution

A system utilizing planetary gear sets with integrated laser sources and receivers to continuously monitor shaft alignment during operation, emitting and receiving a laser beam to detect misalignment and transmit data to a computer processor for real-time analysis.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If vibration analysis, thermography, or vibration phase readings are used to detect shaft misalignment, then misalignment can be detected, but detection occurs only after damage has occurred or equipment fails, requiring shutdown for assessment

Engineering Contradiction:
Improvedetection capabilityVSAvoiddowntime
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary detection of shaft misalignment continuously during operation, identifying alignment issues before they cause damage or failure. The laser-based measurement system continuously monitors shaft position, enabling early warning and preventive action rather than waiting for failure indicators to appear.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent replaces traditional mechanical measurement tools (straightedge rulers, dial indicators, laser guides) that require shutdown with a non-contact optical measurement system using lasers. This substitution enables continuous monitoring during operation, eliminating the need to stop equipment for alignment checks.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Ease of repair

If traditional alignment tools such as straightedge rulers, dial indicators, or laser guides are used, then shaft re-alignment can be performed, but the equipment must be shut down and components checked preliminarily

Engineering Contradiction:
Improvealignment capabilityVSAvoidoperational continuity
Core Design Contradiction:
Ease of repairVSProductivity

Solution Approach 1:

The system replaces contact-based mechanical alignment tools with a non-contact optical laser measurement system. This enables alignment monitoring and measurement to occur during continuous operation without requiring equipment shutdown, maintaining productivity while providing alignment capability.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The alignment monitoring system operates continuously during equipment operation, providing uninterrupted measurement and detection capabilities. The useful action of alignment monitoring continues without interruption, eliminating the need to stop production for assessment or realignment work.

Inventive Principle:
Principle #20Continuity of useful action

3Reliability

If continuous real-time monitoring of shaft alignment is implemented, then damage can be prevented by detecting misalignment early, but the system complexity increases with planetary gear apparatus and laser components

Engineering Contradiction:
Improveequipment reliabilityVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent introduces planetary gear apparatus as an intermediary mechanism that converts high-speed shaft rotation into lower-speed ring gear rotation. This intermediary enables the laser measurement system to track alignment changes at a manageable rate while maintaining continuous monitoring of the high-speed shaft, balancing reliability with practical system implementation.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system replaces complex mechanical alignment measurement procedures with an optical laser measurement system. This substitution simplifies the overall approach by using non-contact optical fields instead of complex mechanical gauges and measurement procedures, reducing operational complexity despite the added optical components.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

Enables continuous, real-time monitoring of shaft alignment, preventing damage by detecting misalignment before it causes significant stress or failure, thus improving equipment reliability and reducing maintenance downtime.

Implementation Method 1

at least one laser source installed on the first ring gear of the first planetary gear set and at least one laser receiver installed on the second ring gear of the second planetary gear set. The at least one laser source corresponds with the at least one laser receiver to measure alignment readings

Methodology Applied
Scientific EffectLaser beam: Laser

Data Source

PatentUS11747138B2Shaft alignment online condition monitoring system using planetary gear apparatus
Publication Date: 2023.09.05 SAUDI ARABIAN OIL CO
  • US11747138B2 patent drawing
  • US11747138B2 patent drawing
  • US11747138B2 patent drawing

AI summary

A system includes a first planetary gear set comprising a first sun gear, at least one planetary gear, and a first ring gear designed to rotate at a speed lower than an operating speed of rotating equipment. The system further comprises a second planetary gear set comprising a second sun gear, at least one planetary gear, and a second ring gear designed to rotate at a speed lower than the operating speed of the rotating equipment. The system further comprises at least one laser source installed on the first ring gear of the first planetary gear set and at least one laser receiver installed on the second ring gear of the second planetary gear set. The at least one laser source corresponds with the at least one laser receiver to measure alignment readings while the rotating equipment is rotating at speeds up to and including the operating speed.