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Bearing Failure

Corrosion – Bearing Failure

Corrosion, commonly known as rusting, is a natural chemical or electrochemical reaction between a bearing and its environment.

Also referred to as:
Rusting, Oxidation, Etching, Water Damage

Corrosion – bearing failure

What is bearing corrosion?

Bearing corrosion, often referred to as rusting, is a natural chemical or electrochemical process that occurs between a bearing and its environment. This reaction can cause the gradual deterioration of bearings as their surface material transforms into oxides. Although corrosion is an unavoidable phenomenon, its progression is significantly accelerated by moisture, which can infiltrate a gearbox due to various factors, such as inadequate sealing.

Bearing rollers and raceways, which have a high-quality surface finish, are especially vulnerable to corrosion. However, corrosion can also manifest in unloaded regions, like the ends of rollers, resulting in yellow or reddish-brown stains of varying sizes and shapes.

If operating conditions remain unchanged, corrosion tends to worsen over time. It can erode contact surfaces, leading to flaking and the creation of corrosion pits, which may eventually result in macropitting. It’s important to distinguish between premature corrosion caused by moisture and fretting corrosion, which occurs due to minute vibratory movements.

Causes of bearing corrosion

Corrosion occurs when bearing surfaces come into contact with moisture. This can happen in a variety of circumstances, some of which include:

  • Improper storage: Static corrosion of components during storage, prior to installation, is a real concern. Unused components should be stored in a dry, low humidity area in the original packaging and according to the manufacturer’s recommendations.
  • Maintenance: Moisture can be accidentally introduced to the gearbox during routine inspection, or up-tower replacement of the high speed stage bearings. Even excessive handling of bearings with moist hands can facilitate the development of corrosion. Therefore, unnecessary handling of drivetrain components should be kept to a minimum and suitable gloves worn. Care should be taken not to accidentally spill liquids into the gearbox during inspection.
  • Moisture ingress: Gearboxes breathe as a result of changing temperatures during operation. This allows water vapour an opportunity to enter the gearbox through the breather or damaged seals. This is exasperated in humid environments. Salt water ingress is particularly damaging, so additional precautions should be taken for offshore wind farms. An industry best practice is to use a desiccant breather system to reduce water ingress.
  • Inadequate lubricant formulation: Extreme pressure (EP) additives are used in heavily loaded, slow moving components (such as main bearings) to help reduce friction and wear. However, this is achieved through the formation of a mildly corrosive protective layer. As such, the additive concentration is critical: if too high, it can cause excessive corrosion. Moisture which enters the gearbox may mix with the lubricant and form an emulsion with drastically decreased load carrying capacity. Corrosion is critically related to water content, so monitoring this value is a very important indicator for corrosion development. Finally, chemical decomposition of the lubricant can lead to its corrosive acidification.

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Appearance of bearing corrosion in wind turbines

Initially, corrosion will result in the formation of randomly dispersed yellow or reddish-brown stains of various shapes and sizes. These can occur on both loaded rollers and raceways, as well as roller end faces. Mild corrosion will result in light surface stains without any appreciable depth. In more serious cases, the corrosion will begin to eat into bearing surfaces. This will etch the surface and result in the detachment of flakes of rusted material. Such material removal results in the formation of corrosion pits.

These pits tend to be shallow and irregularly shaped, with a darker reddish-black appearance. Try to wipe away surface stains, if possible, to reveal any corrosion pits which may have developed.

How can bearing corrosion progress?

In cases of mild surface staining without any appreciable depth, corrosion may arrest provided moisture ingress is halted. However, corrosion is generally progressive and spreads quickly across already affected surfaces.

Flaking which leads to the formation of corrosion pits on contact surfaces is cause for serious concern. This alters the contact surface geometry, in turn causing stress concentrations around the damage which will promote the formation of macropitting and, eventually, failure. Debris particles generated by the flaking process could cause abrasive wear elsewhere in the gearbox.

Detectability of bearing corrosion

Method
Detection Efficiency
Notes
Oil sample analysis
Easy
Oil sample analysis will identify increased water content in the lubricant and evidence of debris particles produced from corrosion pitting.
Borescope inspection
Medium
Corrosion marks will be identifiable using a borescope. In some instances it may be difficult to distinguish mild corrosion staining from oil on the bearing rollers or raceways.
Vibration analysis
Medium
Moderate corrosion which has resulted in flaking and the formation of corrosion pits may be detectable by vibration.
Oil debris sensor
Medium
Debris particles of substantial size produced from flaking and the formation of corrosion pits may be detected by an oil debris sensor.
Visual inspection
Hard
Due to the location of bearings, a clear line of sight for inspection by naked eye is unlikely to be possible. Use endoscope instead.
SCADA data
Not applicable
SCADA data does not aid detection of corrosion.

Conclusion

Bearing corrosion is a significant and progressive issue that can lead to serious failure if not properly addressed. Most environments, whether caused by poor sealing or other environmental factors, accelerates the oxidation of bearing surfaces, creating rust and pitting that can ultimately result in macropitting and other forms of damage.

To prevent such failures, it is crucial to identify early signs of corrosion, implement proper maintenance strategies, and enhance protection against moisture and vibratory wear. By taking proactive measures, wind turbine operators can extend the life of their bearings and avoid costly downtime and repairs​.

Stainless steel bearings can also be used to prevent corrosion to a certain extend, however if used in offshore wind turbines, exposure to sea water causing damp environments means additional anti-corrosion treatment such as a protective coating is still required. In extremely corrosive environments, a ceramic bearing or plastic bearing may be suggested.

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Severity rating

Rank 1 N/A
Detection:

N/A

Recommended action:

N/A

Rank 2 Corrosion staining. Randomly distributed superficial surface stains without depth. May wipe away. No flaking or pits. Grinding lines still visible. May arrest if moisture ingress is halted.
Corrosion – bearing failure
Detection:

Borescope, oil debris sensor, oil sample analysis

Recommended action:

Run turbine. Seek to identify and stem source of moisture ingress. Consider fitting desiccant breather, if not already used. Increase inspection frequency.

Rank 3 Corrosion pitting. Corrosion has advanced to rust flaking, resulting in the formation of pits. Has depth and has removed grinding marks. Progressive.
Corrosion – bearing failure severity rating 3
Detection:

Borescope, oil debris sensor, oil sample analysis

Recommended action:

Run turbine. Seek to identify and stem source of moisture ingress. Consider fitting desiccant breather, if not already used. Increase inspection frequency and monitor for progression to macropitting.