X-ray Fluorescence Sensor Calibration for Lubricant Monitoring

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Solution Overview

Problem

Current methods for monitoring the chemical composition of lubricating oils in wind turbines, such as determining iron content, require complex and costly on-site laboratory analysis, involving trained personnel and elaborate equipment, which is impractical for remote locations and increases workload due to the need for regular calibration and sample handling.

Innovation Solution

A method for calibrating an X-ray fluorescence sensor using a reference spectrum based on the housing material, eliminating the need for liquid samples and allowing for automated online monitoring of chemical elements like iron, calcium, and others in lubricating oils, using an X-ray source, detector, and a cell with a housing that defines an internal volume for sample analysis.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If on-site laboratory analysis is used to monitor lubricating oil composition, then measurement precision is improved, but device complexity and ease of operation deteriorate due to elaborate equipment and trained personnel requirements

Engineering Contradiction:
Improvemeasurement precisionVSAvoiddevice complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent replaces complex mechanical laboratory analysis equipment with an X-ray fluorescence sensor system that uses electromagnetic radiation (X-rays) to detect chemical elements in lubricating oil. The X-ray source excites atoms in the oil sample, and the detector measures the characteristic fluorescent X-rays emitted, enabling element identification and quantification without mechanical sample preparation or complex laboratory apparatus.

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

Solution Approach 2:

The patent introduces an X-ray transparent window as an intermediary component that allows X-rays to pass through while separating the measurement chamber from the external environment. This window enables the X-ray fluorescence measurement to be performed on lubricating oil in its natural state within the sensor housing, eliminating the need for complex sample handling and preparation equipment.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If regular calibration with liquid samples is performed, then measurement precision is maintained, but productivity and ease of operation deteriorate due to increased workload and sample handling requirements

Engineering Contradiction:
Improvemeasurement precisionVSAvoidproductivity
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The patent implements self-service calibration by using the sensor housing itself as the calibration reference. The housing material (aluminum alloy) serves as an built-in reference standard that automatically provides calibration signals. The system performs self-calibration by comparing the intensity of X-rays absorbed or scattered by the housing material, eliminating the need for external calibration personnel and liquid standard samples.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The sensor housing serves multiple functions: it provides structural support, contains the lubricating oil sample, and simultaneously acts as the calibration reference standard. The aluminum alloy housing material's known atomic structure and X-ray interaction properties enable it to function as both a container and a calibration reference, reducing the need for separate calibration equipment and procedures.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Measurement precision

If elaborate equipment is transported to remote wind turbine locations, then measurement precision is improved, but ease of operation and productivity worsen due to difficulty of transport and operation by non-experts

Engineering Contradiction:
Improvemeasurement precisionVSAvoidease of operation
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The patent segments the monitoring function into a compact, self-contained sensor unit that can be installed directly at the wind turbine location. The sensor is divided into functional modules: X-ray source, measurement chamber with transparent window, detector, and housing. This segmentation enables the equipment to be transported as a single integrated unit rather than elaborate laboratory equipment, and allows automated operation without expert intervention.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent replaces mechanical laboratory analysis systems with an automated X-ray fluorescence sensor that requires no manual sample preparation, injection, or handling. The system automatically draws lubricating oil through the sensor housing, performs fluorescence measurement, and processes results electronically, eliminating the need for trained personnel to operate complex mechanical laboratory equipment at remote locations.

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 accurate and efficient monitoring of chemical elements in lubricating oils without the need for on-site samples or complex equipment, reducing operational costs and workload, and allowing for reliable, automated, and non-destructive analysis of oil composition.

Implementation Method 1

a method for calibrating a sensor (50) for determining the content of a predetermined chemical element in a liquid body using X-ray fluorescence technology

Methodology Applied
Scientific EffectX-ray fluorescence: Fluorescence

Implementation Method 2

establish, by integrating measurements carried out by the X-ray detector over a predetermined period for each energy level which corresponds to a characteristic wavelength of a chemical component

Methodology Applied
Scientific EffectX-ray detection: X-Ray

Data Source

PatentEP3465183B1Procedure for calibrating a sensor and automated method for online monitoring of the changes to a liquid body
Publication Date: 2023.11.29 WIKA TECH S AS
  • EP3465183B1 patent drawingFigure 1
  • EP3465183B1 patent drawingFigure 2
  • EP3465183B1 patent drawingFigure 3

AI summary

A sensor for determining the overall content of a predetermined chemical element in a liquid body uses X-ray fluorescence technology and comprises an X-ray source, an X-ray detector and a cell intended to contain a sample of lubricant to be analysed, and is provided with a wall forming a window for passage of X-rays. The cell also includes a casing defining an internal volume for receiving the sample. The procedure for calibrating the sensor comprises at least the following steps consisting of: establishing (100) a first secondary x-ray spectrum (S1) comprising energy levels (E1, E2, E3, E4) corresponding to the components of the material of the casing; operating (300) the sensor while the internal volume of the casing does not contain a sample of the liquid body and establishing a second secondary X-ray spectrum (S2); modifying (400) the second spectrum (S2) by using the first spectrum (S1) as a base spectrum for aligning the notable energy levels (E'1, E'2, E'3, E'4) of the second spectrum on those of the first spectrum and recording (500) the modified second spectrum as reference spectrum (S2') for the sensor. The automated method for online monitoring comprises the prior implementation of the calibration method of the sensor, as well as at least one series of steps consisting of determining, using the prior calibrated sensor, the content of a predetermined chemical element of a sample of the liquid body present or circulating in the internal volume of the casing. The wall of the sensor cell is produced from polyethylene terephthalate.