1. Introduction
Current constructions of electromechanical transducers are mainly high-performance, rotating, energy conversion systems. In this respect, radial flux machines play a dominant role. This tendency is also observed for a family of magnetic gears (MGs), which is relatively young and, at the same time, very diverse in terms of their design. In fact, the advantages of contactless energy transmission/conversion using the magnetic field were discovered based on a concentric magnetic gear examined in the papers [
1,
2]. An alternative to mechanical gears, which are often noisy and require lubrication and maintenance, was thus developed. However, an important parameter in favor of traditional mechanical gears is their ability to transfer high torques. The assets of reduced power losses and resistance to the possible mechanical damage caused by overloads come to light in this, and favor magnetic gears.
However, modern applications, in particular in the automotive industry, require much more from electromechanical transducers. Limited installation space, aspects of design, or the application nature have directed researchers’ attention towards axial flux (AF), and less often transverse flux (TF), electrical machines. The remarkably higher efficiency of the use of magnetic flux, in addition to the easier cooling in these systems, makes it possible to design structures with very high power density. The appearance of a study [
3] on a group of AFMGs was only a matter of time. This subject has been continued in papers [
4,
5,
6,
7,
8,
9,
10,
11], wherein a number of analyses concerning the principles of operation and the design aspects of these gears, largely supported by measurements, were presented. Given the nature of the phenomena in the mentioned group of MGs, the majority of the papers employ 3D numerical models; however, the authors of Ref. [
4] also indicate the possibility of applying 2D analytical models. Comparative analyses of radial flux MGs (RFMGs), as well as new AF and TF MG solutions, demonstrated in the papers [
7,
8,
9] point to the numerous advantages and potential uses of the new MG topologies. The issue discussed in the paper [
9] is still topical, and concerns the aspect of selecting the topology and type of the permanent magnets so that the manufacturing costs of such gears are reduced. The paper [
10] presents the advantages, which include a significant increase in torque density with a simultaneous pulsation reduction resulting from the use of the Halbach magnetization.
All of these works [
3,
4,
5,
6,
7,
8,
9,
10,
11,
12] are consistent when it comes to the limitations caused by axial forces. They point to the need to reduce axial forces and to ensure appropriate gear rigidity as early as at the design phase, also taking the bearing arrangement into account. An increase in the torque is closely related to an increase in axial forces. The easiest way to reduce this adverse effect is to increase the air gap thickness [
5]; however, this operation reduces the transmitted torque as well. A detailed analysis of AFMGs included in the paper [
6] demonstrates that it is possible to design a structure with relatively low axial forces and high torque density by means of parameterized numerical calculations. Additionally, an interesting analysis of unbalanced axial force and their minimization, using an additional rotor, was presented in the papers [
13,
14,
15], with regard to a cycloidal magnetic gear. The analysis of radial and axial forces, with reference to electric machines (both with radial and axial structures) containing permanent magnets, is also undertaken in the works [
16,
17,
18].
A relatively small number of works concern the issue of MG’s structural analysis, and in particular its crucial element—the modulator [
19,
20]. Ensuring the adequate rigidity of gear parts is a particularly relevant issue at the prototyping phase, using tools and additive methods, while this is not a significant problem for MGs with relatively short active length and low radial forces [
21]. As shown in Ref. [
11], the use of additive manufacturing (AM) for the topology of MGs with axial forces and a torque density of 70kN/m
3 may be very difficult or even impossible. Therefore, the main objective of this paper is to fill the knowledge gap by analyzing local interactions within modulator cores in terms of the rigidity of the entire AFMG modulator structure. While considering two AFMG configurations with integer (
Gr1 = 5:1) and fractional (
Gr2 = 5.5:1) gear ratios, the authors also wish to consider the radial unbalanced magnetic forces (RUMF) derived from RFMGs [
21]. In this paper, we focus on a detailed decomposition of local forces and the analysis of their components in terms of magnetic pull reduction, pulsation reduction and modulator rigidity, keeping the total air gaps’ thickness constant; these being challenging issues not yet deeply considered.
This paper is structured as follows. Having introduced in
Section 1 the problem of forces acting in AFMGs, a prototype construction of an AFPM with a much more advantageous fractional gear ratio is presented in
Section 2. The magnetic field analysis, torque calculation and validation in
Section 3 clearly confirm the advantages of the AFMG’s configuration with a fractional gear ratio. The most important section,
Section 4, provides a detailed analysis of forces in AFMGs, including the locked low-speed rotor and modulator, normal synchronous operation, and finally, a new method for axial-force reduction. The structural analysis tools of
Section 5 aim to assess a favorable use of additive manufacturing in the construction of AFMGs. The conclusion of
Section 6 completes the paper.
2. Physical Model
The main advantage of axial flux gears is their characteristic disc-shaped design. Their low active length, as compared to their diameter, allows them to be installed in hard-to-reach and limited spaces. For AFMGs, if the radius increases, volumetric torque density (VTD) increases much faster, with a similar value of PM gravimetric torque density (PM GTD) as compared to RFMGs [
10]. In addition to these indicators, the possibility/susceptibility of building multi-level structures, the easier hermetic sealing of elements due to the arrangement of flat discs, and the relatively low sensitivity to air gap width were also noticed in the context of the application of flywheel energy storage systems (FESS) [
12]. Undoubtedly, the potential of using AFMGs in contactless charging systems for public transport vehicles is a perfect addition to the modern trends of progressing urbanization combined with environmental protection, in terms of clean air.
The authors of this paper have been researching MGs for some time [
21,
22,
23]; however, their main focus so far has been on coaxial MGs (CMGs, being also part of an RFMG). Taking into account the principle of operation of CMGs and AFMGs, the selection of rotor pole pairs (high- and low-speed rotors—
ph,
pl) and ferromagnetic pole pieces (
ns) is identical. Using their experience and measurement facilities, the authors of this paper focus on two AFMG variants with a combination of
ph/
ns/
pl. For the first variant—MG
1—a combination of 2/10/8 was used for a locked low-speed rotor to obtain a gear ratio of
GR1 = 1
+pl/
ph = 5, while for the other variant—MG
2—a combination of 2/11/9 gave a gear ratio of
GR2 = 5.5. Except for the spans and number of modulator ferromagnetic cores and low-speed rotor permanent magnets, all relevant geometric parameters of the analyzed AFMGs variants were the same and are given in
Table 1.
The selection of structures with integer and fractional gear ratios is intentional, and dictated by the desire to present a comparative analysis of the distribution of axial forces and stresses characteristic of AFMGs, and radial unbalanced magnetic forces (RUMF) characteristic of RFMGs, with a fractional gear ratio and gcd < 2. To date, a relatively low number of publications have provided a detailed discussion about the effects of local forces acting on AFMG modulator cores, in the context of the rigidity of the entire element and the possible reduction of global magnetic forces.
It is well known that the selection of materials used in MGs cannot be left to chance. Despite there being no visible differences in the calculated values of torque in the static analysis, magnetic field fluctuations caused by the movement of gear elements may lead to large power losses and a reduction in the key parameter, which is efficiency. An effective way to eliminate/reduce them is to use lamination or soft magnetic composites (SMCs), as shown in the paper [
22]. However, the specific design of AFMGs makes it difficult to apply lamination due to the need to ensure structural rigidity and install permanent magnets. Therefore, in the MG
2 prototype shown in
Figure 1, the authors decided to make the yokes of both rotors from solid steel, despite higher power losses. Soft magnetic composites (Somaloy 700) were used to build the modulator. Individual modulator cores were positioned in relation to the rotors using structural elements made through additive manufacturing methods. All active elements were centered on the shaft made of acid-resistant steel, using a double arrangement of double-row bearings.
Summarizing the prototype construction section, it is worth emphasizing that on the basis of a literature review and our simulation and experimental experiences, we have decided to build a much more advantageous MG2 prototype (rather than MG1). This physical model will be used in the validation of both integer/simulation and fractional/experimental variants of AFMGs in the next section.
3. Magnetic Field Analysis, Torque Calculations and Validation
The seemingly simple issue of the static analysis of the magnetic field in MGs often involves two-dimensional numerical analysis only. A detailed analysis of end-effects (leakage, fringing, and escaping) presented in the papers [
10,
24] clearly points to the need to be rather careful when designing RFMGs, which are theoretically simpler to describe. In the majority of cases, the nature of the magnetic field characteristic of axial flux machines and the requirements for calculation accuracy necessitate the use of three-dimensional numerical models. The vector distribution of the magnetic field for the selected cross-sectional plane of the M
G2 model shown in
Figure 2 illustrates its complexity and potential sensitivity to fringing. The plane is oriented such that it passes through the center of the core (pole piece) and into the opposite side of the air area. The visible high densities of vectors in the MG central and external areas suggest possible fringing areas. However, the detailed analysis of this magnetic field distribution, which also considers the modulus of individual vectors, suggests that magnetic field fringing is relatively low. Still, it seems advisable to use a material with low magnetic permeability for the shaft and external covers. It is also difficult to provide a definite answer in terms of the advantage of an axial flux gear over a radial flux one.
A factor that significantly hinders the detailed analysis of the magnetic field, especially for AFMGs with a fractional gear ratio, is the large number of calculations related to the need to perform calculations for the entire model. When designing a gear for a specific application, it seems valuable to use simplified analytical models during preliminary analyses [
4], as they make it possible to select key geometric parameters. However, the main objective of this paper is to analyze the spatial distribution of magnetic forces in detail, including local effects, which determines the use of three-dimensional magnetic field analysis tools.
Despite their very similar designs, the AFMG models considered in the paper differ in one relevant aspect, which is the gear ratio. In spite of a relatively small difference in the mentioned gear ratio, significant changes in the torque characteristics (
Figure 3a) are observed, which are also mentioned by other authors [
12,
24]. An over fourfold increase in magnetic torque pulsation for MG
1 significantly affects the ergonomics of the gear, which is magnetically balanced in theory. The lines visible on the FFT spectral torque characteristics (
Figure 3c,d) and the determined total harmonic distortion (THD) values point to a clear advantage of the structure with a fractional gear ratio. Even though the paper focuses on two AFMG configurations, the authors decided to verify only one of them through measurements. Detailed measurements of static characteristics were performed for the MG
2 gear with a fractional gear ratio.
Figure 3b presents the obtained results of torques associated with the high-speed rotor and the modulator. In our opinion, the discrepancies visible in the presented characteristics are acceptable and allow for a further simulation-based discussion.
5. Structural Analysis
The air gap asymmetry variant (
Agasm = −0.5) presented in the previous Section almost eliminated the global axial force for the modulators of both magnetic gear variants, which are analyzed in this paper. However, the authors still expect rather high local interactions (
Figure 8), which, due to the low stiffness of the elements made with the use of additive manufacturing methods, may cause significant deformation at some points. For this purpose, the CAD software was used to prepare appropriate models for the static simulation of stresses and deformations.
The no load state was omitted in the static strength analysis, so the authors focused only on the three air gap asymmetry variants given in
Table 2 in the maximum load state for both gears. Considering the cyclic changes in the individual force components resulting from rotation, the least favorable angular positions causing the highest stresses and deformations were determined with the use of initial calculations. As shown in
Figure 13a, the values of the individual components of the forces acting on each core were read for the selected operating point. Then, maintaining the appropriate numbering of the cores and the orientation of local coordinate systems (
Figure 4), these data were entered into a mechanical model (
Figure 13b). Except for printed components, the material properties of gear components were downloaded from a catalogue database, while the mechanical properties of the (3D) printed elements were determined with the use of the authors’ own strength tests [
21,
27]. The analysis also included all auxiliary structural components, such as screws, etc., which ensures the mechanical integrity of the modulator. At the same time, boundary conditions blocking all degrees of freedom of the gear shaft were applied, with the analysis covering the modulator disc only.
However, the unambiguous evaluation of the results of the simulations mentioned above is hindered due to the differences in the gear ratios of the analyzed gears. The results obtained include deformations in all planes defined by the global coordinate system. However, the axial direction is critical from the point of view of gear design. As a result, the paper (
Figure 14) only presents deformations in the Z direction, with deformations in the XY plane being omitted (despite being high). As expected, there is a clear correlation between the maximum torque and the level of deformation. Comparing the MG output models for identical air gaps (
Agasm = 0), it can be seen that the MG
2 modulator is subject to considerably higher deformations, in an extreme case reaching approx. 130 μm; i.e., the value is approx. 35% higher than that for MG
1. Where does this difference come from? The key parameter must therefore be the torque of both gears; however, the difference here is approx. 15%. Therefore, the reason for this is a different distribution of forces attributed to the adjacent cores, which results from a different number of modulator cores. In addition, the magnetic symmetry of MG
1 is easily seen on the deformation map (
Figure 14a,b), but it cannot be seen on the deformation maps for MG
2 (
Figure 14d,e).
When assessing the modulator balanced in the Z axis (
Agasm = −0.5), it can be clearly observed that the local interactions neutralize each other (
Figure 14a,d). Despite large differences resulting from the design of the analyzed modulators, the detailed analysis of local interactions in this variant confirms the near-zero global axial imbalance value presented in
Section 4.3 (
Figure 12b). Different levels of absolute deformations for both gear variants mainly result from torque differences.
The extreme air gap asymmetry (
Agasm = +1) shown in
Figure 14c,f is characterized by the highest number of similarities in terms of stress and deformation distributions. A much higher effect of the low-speed rotor caused by a small air gap width results in an axial deformation that is almost evenly distributed along the outer modulator perimeter. When the modulator is deformed, its shape resembles a truncated cone. The observed extreme deformations of 200–300 μm, depending on the MG variant, amount to approx. 20–30% of the working gap width, which must have further consequences. Therefore, it can be concluded that the use of additive manufacturing methods to design a prototype of a modulator for these gear variants is unjustified, and can lead to potential rapid gear damage and, certainly, significant discrepancies between calculations and measurements.
The aspect of the measurement verification of local forces acting on individual cores is very difficult to implement. Its effects can be observed/measured only by the local deformations. A reasonable solution seems to be a computer simulation based on experimentally determined material parameters and the verification of the static torque (
Figure 3). During the torque measurements, the authors observed deformations of greater value compared to the simulation. The authors see a potential cause of increased deformation in the reaction of the system to a change in the air gap. Mechanical analysis based on the given force distribution resulting from the load returns the deformation in response. The deformation of the modulator, in turn, influences the change in the position of the cores, and consequently influences the input value. The system will thus stabilize at another point, and this point/deformation can only be determined by measurement. Therefore, the knowledge gained during the simulation of the reaction of the system can indicate potential threats at the design stage, and allow for taking appropriate preventive steps. In addition, the calculations presented in the work do not include the tolerance of components (after assembly of the AFMG), which, also in the authors’ opinion, may significantly affect the measurement results.
6. Conclusions
Nowadays, the potential of AF machines is used in many industrial fields. However, despite numerous advantages, AF transducers also have significant disadvantages, namely, axial forces. This paper is one of a few that analyzes the AFMGs in detail in terms of local and global forces. The authors, based on two selected gear variants with integer (MG1) and fractional (MG2) ratios, have presented important features of both structures, focusing on the comparison of torques and forces. The original analysis of forces in AFMGs, including the determination of the MG2 variant over the MG1 one, is the main achievement of this paper. The most important advantages of the proposed approach are as follows:
A holistic view of the problem of stress distribution in the AFMG modulator, locally and globally, as other authors usually present a global approach;
Detailed analysis of the individual force components of each core, important in the context of the strength and design of the modulator disc (practically unheard of in other works);
Determination of the influence of the gear ratio (integer/fractional) on the deformation form of the AFMG modulator (
Figure 14) (only an example of the structural analysis of the RFMG transmission has been found in the literature);
Introduction and analysis of variants of air gap asymmetry in the context of the reduction of global values of the axial force component, which has not been found in the literature.
The comparison of torque characteristics indicates, as early as the initial stage, a potentially much better variant of the gear, that is, MG2. The natural tendency to symmetrize the magnetic circuit may, in some cases, lead to a significant deterioration of the movement parameters of the transducer (MG1). The effects of using the fractional gear ratio in MG2 have resulted in the appearance of a RUMF of negligible value and a compensating nature for the centrifugal force. Such kinds of interactions do not significantly affect the deterioration of the modulator working conditions, and can even stabilize its operation.
Of course, the most important operating state is the synchronous operation. The spectral characteristics of the local force components associated with each of the modulator pole pieces are very similar. Thus, the key issue is not only the quantification of local forces (almost identical for both variants of the MG), but also a global view taking into account all local interactions. These visible differences in the force amplitudes and pulsation levels for particular force components, when translated to the global characteristics of
Figure 9, also emphasize the advantage of the MG
2 gear variant.
Despite numerous differences, both AFMG variants are characterized by a relatively high value of the AUMF. An effective way to reduce the axial force is proposed. The presented considerations show that by using asymmetric air gaps in both AFMG variants, it is possible to almost completely eliminate the global AUMF, with a slight decrease in the transmitted torque. In addition, the use of air gaps of different thickness may facilitate encapsulation in some applications.
The tools of structural analysis have been employed to assess the use of additive manufacturing in the construction of AFMGs. The use of the asymmetry of air gaps (
Figure 14) also allows one to limit the possible deformations caused by the 3D printing of the modulator disc. At the same time, using an example of extreme air gaps asymmetry, it has also been shown that prototyping AFMGs using additive manufacturing is subject to much greater limitations than in the case of the RFMGs variants.
Future research will be focused on the minimization problem for the axial forces, and the maximization of the transmitted torque of the magnetic gears.