基于油液分析的齿轮磨损状态监测及寿命预测研究综述

A Review on The Research Progress of Gear Wear Condition Monitoring andLife Prediction Based on Oil-liquid Analysis Methods

  • 摘要: 在工业装备传动系统中,齿轮作为关键核心部件,其运行可靠性直接决定设备安全性与经济效益。为实现齿轮磨损失效前的精准干预,基于油液分析的状态监测技术已成为预测性维护的核心手段。传统方法效率较低且无法将油液的多维数据互相关联。  近年来,机器学习、数学模型驱动的多参数融合方法显著提升了磨损状态诊断与剩余寿命(RUL)预测精度,尤其弥补了传统离线检测(需设备停机拆卸)与单维度监测(如振动分析成本高昂)的工程局限。本文基于多篇工业案例与学术文献,全面评述齿轮磨损监测的技术演进,重点探讨了数据融合、统计模型优化与机器学习驱动的油液多参数分析策略。最终,解析了该领域的关键挑战(样本依赖/传感器标定/模型泛化)与突破路径(微型MEMS传感器/数字孪生/小样本学习),为装备智能健康管理提供理论范式。

     

    Abstract: In transmission systems employed within industrial equipment, gears are of critical importance as core components. The operational reliability of these gears directly determines the safety of the equipment in use and its economic efficiency. In order to achieve precise intervention before the occurrence of gear wear failure, condition monitoring technology based on oil analysis has become a core method for predictive maintenance. Conventional methods are inadequate in terms of their ability to correlate multi-dimensional oil data.  In recent years, machine learning and multi-parameter fusion methods driven by mathematical models have significantly improved the accuracy of wear state diagnosis and remaining useful life (RUL) prediction, especially addressing the engineering limitations of traditional offline detection (requiring equipment shutdown and disassembly) and single-dimensional monitoring (such as the high cost of vibration analysis). Based on multiple industrial cases and academic literature, this paper comprehensively reviews the technological evolution of gear wear monitoring, with a focus on data fusion, statistical model optimization, and machine learning-driven multi-parameter analysis strategies for oil. Ultimately, it analyzes the key challenges (sample dependence/sensor calibration/model generalization) and breakthrough paths (micro-MEMS sensors/digital twins/small sample learning) in this field, providing a theoretical paradigm for intelligent equipment health management.

     

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