WO2001061339A1

WO2001061339A1 - Method and apparatus for the debris particulate characterization in lubricants

Info

Publication number: WO2001061339A1
Application number: PCT/GB2001/000636
Authority: WO
Inventors: Richard Stone; Richard Mark Dowdeswell; Mohammed El Hassan Amrani
Original assignee: Kaiku Limited
Priority date: 2000-02-16
Filing date: 2001-02-16
Publication date: 2001-08-23
Also published as: US20030132740A1; GB0003442D0; AU2001233862A1; EP1255990A1; JP2003523517A; US6949936B2

Abstract

The present invention relates to an apparatus and method for measuring a particulate characteristic of a particulate-containing fluid, in particular for monitoring the particulate content of lubricating or hydraulic fluids in a mechanical system in order to diagnose component failure.

Description

METHOD AND APPARATUS FOR THE DEBRIS PARTICULATE CHARACTERIZATION IN LUBRICANTS

In many industries (in particular the aircraft industry) , the need to diagnose impending mechanical failure is paramount. Currently, lubricating fluids may be tested for chemical or physical indicators of engine stress such as expenditure of additives, presence of water or changes in the concentration of metal particles. Analysis of wear debris in lubricating fluid and of the chemical properties of the fluid are normally carried out periodically (eg during routine maintenance) .

Techniques commonly used to detect changes in the characteristics of wear particles include ferrography, emission spectroscopy, magnetic chip detection, x-ray fluorescence, ultra-sonic reflectomerty and particle size analysis. Although in-line monitors such as magnetic chip detectors are in widespread use, these are generally inadequate as they are insensitive to particles smaller than a few hundred micrometers and therefore are unable to reliably monitor lubricating fluids in real time.

Particle size distribution analysis is usually performed by taking a sample of the fluid (eg oil) and passing it through a filter of known size. By either monitoring the flow rate across the filter or by tracking the pressure drop across it, it is possible to determine the particle size distribution in the fluid. An example of such a system is disclosed in US-A-5095740. In practice, measurements of particle size distribution are conducted on a re-gular basis on conventional hydraulic systems. However the determination of particle size distribution is a labour intensive activity and therefore is in general only performed periodically. For example, particle size distribution may be measured on a monthly basis and preventative measures taken as and when the oil quality data indicates that action is required. However, with measurements conducted so infrequently, there exists the real possibility of serious mechanical failure in the interim period.

US-A-5754055 describes a method for determining the quality of hydraulic oil by interrogating a resonator cavity at microwave frequencies. By measuring the microwave resonant frequency and "quality factor" (a measure of the sharpness of the resonant microwave peak) various characteristics may be determined such as chemical concentration and debris concentration. However, this method suffers the drawback that it requires the insertion of a specially designed resonator cavity into the flow circuit.

The present invention seeks to address the limitations of the prior art by providing a method and apparatus for reliably and rapidly measuring a particulate characteristic of a particulate-containing fluid. In particular, the apparatus is able to monitor changes in particle size distribution of a fluid in real time. As such, the apparatus permits on-line diagnosis of component failure in a mechanical system, whilst requiring only minor modification to the system itself.

Thus viewed from one aspect the present invention provides a method for measuring a particulate characteristic of a particulate-containmg fluid (eg a liquid), said method comprising the steps of: applying an electrical signal at one or more frequencies to the fluid; measuring an impedance quantity characteristic of the fluid at the one or more frequencies; and deducing the particulate characteristic from the measured impedance quantity.

The method of the invention is useful in static or dynamic fluid systems. The particulate-containmg fluid may comprise a lubricating fluid or hydraulic fluid (eg an oil) . As such the method is of particular interest to the aircraft and automotive industries. However, the method is equally of interest m the mining, mineral processing and milling industries .

The method of the invention may be used to deduce a qualitative or quantitative particulate characteristic of the fluid. For example, the qualitative or quantitative particulate characteristic may be the presence or absence of the particulate (qualitative), the extent of the presence of the particulate (quantitative), a change in the presence of the particulate (qualitative) or the extent of a change m the presence of the particulate (quantitative) . Preferably the particulate characteristic of the fluid is a physical indicator of the status of the mechanical system m which the fluid is present.

Preferably, the method may be used to deduce the presence (or absence) of a particulate in the fluid.

Preferably, the method may be used to deduce the amount (eg concentration) of a particulate in the fluid. Particularly preferably, the method may be used to deduce the particle size distribution (eg the number of particles above a certain size) .

Preferably, the method may be used to deduce changes in the amount (eg concentration) of a particulate m the fluid (eg changes in the particle size distribution) .

A preferred embodiment of the method of the invention comprises the steps of: measuring at the one or more frequencies the impedance quantity characteristic of the particulate-containmg fluid

measuring at the one or more frequencies the impedance quantity characteristic of the particulate-containmg fluid

deducing a change in the characteristic of the particulate- containmg fluid between time tj and t₂; and correlating the change m the characteristic of the particulate-containmg fluid with a change in the fluid environment .

In a particularly preferred embodiment, the impedance quantity may be measured at any number of specific times (t) over an extended temporal range. Especially preferably the impedance quantity may be measured continuously so as to advantageously provide real time analysis of the fluid environment and diagnosis of any failure of the mechanical system of which the fluid environment is a part.

A preferred embodiment of the method of the invention comprises the initial steps of: measuring an impedance quantity at one or more frequencies of a calibrant particulate-containmg fluid; and correlating the measured impedance quantity with a particulate characteristic of the calibrant particulate- containmg fluid, wherein the particulate characteristic of the calibrant particulate-containing fluid is known.

Preferably the calibrant particulate-containing fluid is a fluid containing a known particulate.

Preferably the calibrant particulate-containing fluid is a fluid containing a particulate at a known particulate concentration (eg particle size distribution).

By way of example, the impedance quantity may be measured at one or more frequencies (preferably including the resonant frequency) for a hydraulic fluid in a mechanical system over a typical maintenance cycle. The measurement may be correlated with the particle size distribution measured conventionally over that cycle in order to calibrate the hydraulic fluid. For subsequent maintenance cycles, on-line measurement of the impedance quantity at one or more frequencies (preferably including the resonant frequency) may be used (in place of conventional particle size distribution analysis) to deduce the particle size distribution. This final step may be conveniently carried out by interpolation. Methods of interpolating data will be familiar to those skilled in the art. They include inter alia look-up tables or the application of artificial neural network technology to "learn" the relationship between (for example) resonant frequency and number of particles.

In a preferred embodiment of the method of the invention, the electrical signal is applied to the particulate-containing fluid at a single frequency and the impedance quantity of the particulate-containing fluid is measured at that frequency. Preferably, the single frequency is at or near to the resonant frequency. A frequency at or near to the resonant frequency provides the largest variations in the measured impedance quantity and hence a more sensitive method.

A preferred embodiment of the method of the invention comprises applying an electrical signal to the particulate- containing fluid at each of a plurality of frequencies in a frequency range and measuring an impedance quantity at each of the plurality of frequencies in the frequency range. If desired, the plurality of frequencies in the range are sufficient in number to generate an impedance spectrum characteristic of the particulate-containing fluid. Particularly preferably the frequency range includes a resonant frequency.

The impedance quantity may be for example the dissipation factor.

In an embodiment of the method of the invention, the electrical signal is a time varying electrical signal. Preferably, the time varying electrical signal is an alternating current (ac) signal. Preferably the electrical signal is a sine wave varying in current or voltage.

The measurement of the impedance quantity may comprise a time to frequency domain transformation of the time varying electrical signal. The steps involved in such a measurement will be generally familiar to those skilled in the art (see for example Perturbation Signals for System Identification, e K Godfrey, Prentice Hill, 1993, UK) . The time varying electrical signal may be periodic and may comprise any suitable function or code eg a pseudo random binary sequence (PRBS), a Golay code, a Walsh function, a Huffman sequence or any other suitable coded sequence. Other suitable signals, codes or methodologies such as white Gaussian noise or wavelet analysis may be employed and will be generally familiar to those skilled in the art (see for example Signal Processing Methods for Audio Images and Telecommunications, eds P M Clarkson and H Stork, Academic Press, London, 1995) .

Viewed from a further aspect the present invention provides an apparatus for measuring a particulate characteristic of a particulate-containing fluid comprising: electrical signal applying means adapted to apply an electrical signal at one or more frequencies to the fluid; measuring means for measuring an impedance quantity characteristic of the fluid at the one or more frequencies; and means for deducing the particulate characteristic from the measured impedance quantity.

The apparatus of the invention is advantageously capable of providing a rapid (and if desired continuous) online physical indicator of fluid (eg oil) quality. For example, the apparatus may be positioned in si tu as part of the fluid environment of a mechanical system (eg an engine or hydraulic system) where it is capable of advantageously indicating sudden changes within seconds of their occurrence. For example, the apparatus incorporated in an aircraft in this manner may allow an airline pilot to take evasive action in the event of catastrophic mechanical failure of the engine .

The apparatus of the invention is advantageously provided in portable form for i n si tu analysis. This enables on-line monitoring of lubricating or hydraulic fluids in a static or dynamic system. In the apparatus of the invention, the electrical signal applying means is preferably adapted to apply a time varying electrical signal to the particulate-containmg fluid at one or more frequencies in a frequency range (preferably including a resonant frequency) . Preferably, the electrical signal applying means is capable of applying a time varying electrical signal which is periodic. Preferably, the electrical signal applying means is capable of applying an ac signal of variable frequency. Preferably the electrical signal applying means is capable of applying an electrical signal being a sine wave varying in current or voltage

The electrical signal applying means may be capable of being positioned m direct or indirect electrical contact with the particulate-containmg fluid.

The electrical signal applying means may comprise a means for varying the frequency of the electrical signal to apply the electrical signal at a plurality of frequencies m a range including the resonant frequency. The resonant frequency may be lowered or altered by the addition of further circuit elements. For example, the apparatus may further comprise at least one inductor or at least one quartz crystal resonator. Conveniently, the means for varying the resonant frequency is arranged so that the resonant frequency is below about 1MHz . At such a resonant frequency, problems associated with instrumentation and digitisation are generally reduced.

The electrical signal applying means may comprise at least two electrodes. The electrodes may be capable of being positioned in direct or indirect electrical contact with the particulate-containmg fluid. For example, one or more of the electrodes may comprise an outer insulating layer so that the electrodes are capable of being positioned indirect electrical contact with the particulate-containmg fluid.

Numerous electrode materials, sizes and configurations are suitable (as

for the preferred embodiment. Generally, the configuration and material may be tailored to the end use. For example, planar electrodes may be used (eg rectangular or half ring configurations as desired) and multiple electrode arrangements may be used. Modulation of the applied electrical field strength is possible to find the optimum working field strength or to provide additional information on the particulate-containmg fluid.

The electrical signal applying means may comprise at least two windings. The windings may be capable of being positioned direct or indirect electrical contact with the particulate-containmg fluid.

In an embodiment of the invention, the electrical signal applying means comprises a probe adapted to be inserted into a mechanical system and to enable measurement of the impedance spectrum characteristic of particulate- contain g fluid within the mechanical system.

In an embodiment of the apparatus of the invention, the measuring means may comprise an impedance analyser.

In an embodiment of the apparatus of the invention, the measuring means may be capable of performing a time to frequency domain transformation of the time varying electrical signal.

Viewed from a yet further aspect the present invention provides the use of an apparatus as hereinbefore defined for diagnosing failure of a mechanical system. The present in\ ention will now be described in a non- limitative sense witr reference to the accompanying Figures in which:

Figure 1 illustrates schematically an experimental arrangement used to demonstrate the method of the invention;

Figure 2 illustrates particle size distribution as measured conventionally;

Figure 3 illustrates particle size distribution measured conventionally after filtering;

Figures 4 to 7 illustrate the resonant frequency of each of eight oil samples as a function of the number of particles over a certain size.

Figure 1 illustrates schematically an experimental arrangement which was used to measure electrical impedance spectra and particle size distributions of various samples in order to demonstrate the principles of the method of the invention.

A ten litre tank 1 was filled with five litres of standard engine oil. The oil was circulated by means of a pump 2 via a flow cell 3 to a two-way valve 5. Depending upon the position of the valve, the oil was either directed back to the tank 1 or through a one micron filter unit 6 before being returned to the tank 1. The flow cell was of the type disclosed in WO-A-98/46985 and was connected to a Hewlett Packard 4192A impedance analyser 4 which was connected to a personal computer 7.

A port 8 was incorporated into the arrangement so that oil samples could be withdrawn for analysis or to which a particle sizing device could be attached. During these analyses, a digital CONTAM-ALERT (DCA) unit (available from EntekIRD Limited, Bumpers Lane, Sealand Industrial Estate, Chester, England, CHI 4LT) was used to determine the particle size distribution of the oil at various stages of the experiment ( l e the particle size distribution of each sample) . With the arrangement set in the re-circulatmg position, the oil which flowed through the circuit was analysed by the impedance analyser 4 and the impedance spectrum of each sample (including the resonant frequency) was recorded and transmitted to the personal computer 7 for analysis and storage.

Into the clean oil were deposited various metallic and non-metallic particles order to give the particle size distribution illustrated Figure 2 (as determined using the DCA) . The re-circulating flow was diverted for 30 seconds through the filter before being returned to the re- circulation mode. The particle s ze distribution was again determined using the DCA unit. This procedure was then repeated a further six times. Figure 3 illustrates the particle size distribution for all eight samples as the log (base 10) of the number of particles vers u s particle size fraction in microns.

Figures 4 to 7 illustrate the resonant frequency of each of the eight oil samples as a function of the number of particles greater than a certain size. For example, Figure 4 illustrates the resonant frequency of the oil as a function of the number of particles greater than 2 microns. Figures 5, 6 and 7 represent the 5, 10 and 15 micron levels respectively. A mathematical model may be calculated to describe the data recorded in the various Figures which would aid subsequent calculations.

Example

The following is an example to illustrate how an unknown particle size distribution may be deduced from a measured resonant frequency. This is based upon the data obtained using the arrangement described above.

A resonant frequency of 680kHz is recorded for an oil sample. By reference to Figure 4 (or an equation calculated to describe the measured impedance data) , it is possible to interpolate from this resonant frequency the numbe of particles present. This gives an approximate value for the number of particles greater than 2 micron size of 3300. This procedure is repeated using Figures 5, 6 and 7 to obtain estimates of the number of particles greater than the 5, 10 and 15 micron threshold and hence the particle size distribution.

It will be apparent to a person skilled in the art that the eight curves illustrated in Figure 3 follow the same general trend and that it is possible to model this data. The choice of mathematical model depends upon the data recorded but for this example an exponential curve such as the following form appears to fit the data well :

y - ce^dx (equation 1)

(where y represents the log of the number of particles, c and d represent constants and x represents the size in microns)

The measured impedance quantity may be used to read off from Figures 4-7 the number of particles y at a size z. For this, c and d may be calculated making it possible to estimate the number of particles m other size fractions.

Claims

1. A method for measuring a particulate characteristic of a fluid, said method comprising the steps of: applying an electrical signal at one or more frequencies to the fluid; measuring an impedance quantity characteristic of the fluid at the one or more frequencies; and deducing the particulate characteristic from the measured impedance quantity.

2. A method as claimed claim 1 wherein the fluid is a liquid.

3. A method as claimed claim 1 or 2 wherein the fluid is a lubricating fluid or hydraulic fluid.

4. A method as claimed m any preceding claim wherein the particulate characteristic is selected fron the group consisting of (a) the presence or absence of the particulate (b) the extent of the presence of the particulate (c) a change in the presence of the particulate and (d) the extent of a change m the presence of the particulate.

5. A method as claimed in any preceding claim wherein the particulate characteristic of the fluid is a physical indicator of the status of a static or dynamic system in which the fluid is present.

β. A method as claimed in any preceding claim wherein the particulate characteristic is the presence or absence of a particulate m the fluid.

7. A method as claimed in any preceding claim wherein the particulate characteristic is the amount of a particulate in the fluid.

8. A method as claimed in claim 7 wherein the particulate characteristic is the particle size distribution.

9. A method as claimed in any of claims 1 to 5 wherein the particulate characteristic is a change in the particle size distribution.

10. A method as claimed in claim 1 comprising the steps of: measuring at the one or more frequencies the impedance quantity characteristic of the fluid at a time t_τ ; measuring at the one or more frequencies the impedance quantity characteristic of the fluid at a time t₂; deducing a change in the characteristic of the fluid between time t_τ and t₂; and correlating the change in the characteristic of the fluid with a change in the fluid environment.

11. A method as claimed in claim 1 comprising: measuring the impedance quantity at a number of discrete times over an extended temporal range.

12. A method as claimed in claim 11 comprising: measuring the impedance quantity continuously so as to provide real time analysis of the fluid environment.

13. A method as claimed in claim 1 further comprising the initial steps of: applying an electrical signal at one or more frequencies to a calibrant fluid; measuring an impedance quantity at one or more frequencies of the calibrant fluid; and correlatmg the measured impedance quantity with a particulate characteristic of the calibrant fluid, wherein the particulate characteristic of the calibrant fluid is know .

14. A method as claimed m claim 13 wherein the calibrant fluid is a fluid containing a known particulate.

15. A method as claimed in claim 13 wherein the calibrant fluid is a fluid containing a particulate at a known particulate concentration.

16. A method as claimed m claim 13 wherein the calibrant fluid is a fluid containing a known particulate distribution.

17. A method as claimed any preceding claim wherein the one or more frequencies includes the resonant frequency.

18. A method as claimed any preceding claim wherein the electrical signal is applied to the fluid at a single frequency and the impedance quantity of the fluid is measured at that single frequency.

19. A method as claimed m claim 18 wherein the single frequency is at or near to the resonant frequency.

20. A method as claimed m any preceding claim comprising: applying an electrical signal to the fluid at each of a plurality of frequencies m a frequency range; and measuring an impedance quantity at each of the plurality of frequencies m the frequency range.

21. A method as claimed m claim 20 wherein the plurality of frequencies tne frequency range are sufficient m number to generate an impedance spectrum characteristic of the fluid.

22. A method as claimed claim 20 or 21 wherein the frequency range includes a resonant frequency.

23. A method as claimed any preceding claim wherein the impedance quantity is a dissipation factor.

24. A method as claimed m any preceding claim wherein the electrical signal is a time varying electrical signal.

25. An apparatus for measuring a particulate characteristic of a fluid comprising: electrical signal applying means adapted to apply an electrical signal at one or more frequencies to the fluid; measuring means for measuring an impedance quantity characteristic of the fluid at the one or more frequencies; and means for deducing the particulate characteristic from the measured impedance quantity.

26. An apparatus as claimed m claim 25 wherein the electrical signal applying means is adapted to apply a time varying electrical signal to the fluid at one or more frequencies a frequency range.

27. An apparatus as claimed m claim 26 wherein the frequency range includes a resonant frequency.

28. An apparatus as claimed claim 25, 26 or 27 comprising at least two electrodes capable of being positioned m direct or indirect electrical contact with the fluid.

29. An apparatus as claimed in any of claims 25 to 28 wherein the electrical signal applying means comprises a probe adapted to be inserted into a mechanical system so as to enable measurement of the impedance spectrum characteristic of a fluid within the mechanical system.

30. An apparatus as claimed in any of claims 25 to 29 wherein the measuring means comprises an impedance analyser.

31. Use of an apparatus as defined in any of claims 25 to 30 for diagnosing failure of a mechanical system.