4.1. Energy Storage and Power Capacity
Flywheel energy storage systems have often been described as ‘mechanical batteries’ where energy is converted from electrical to kinetic and vice versa. The rate of energy conversion is the power capacity of the system, which is chiefly determined by the electrical machine connected to the rotor
[13][39]. The capacity of the FESS is determined by the size, shape, materials, and construction of the flywheel rotor
[15]. As indicated above, modern high-speed flywheel rotors are typically constructed from a hub, responsible for torque transfer and structural support, and one or more rims
[39]. Here, for the sake of explanation, a monolithic rotor geometry is considered to consist only of a hub without any added rims around its perimeter. Hub and rims can be constructed from either metals, ceramics, or composites
[40][41] to maximize rotor performance. The kinetic energy of a rotor, as a rotating body, is defined as:
where
EK is the total kinetic energy of the rotor,
Ir is the total moment of inertia for the rotor,
ω is the angular velocity in units rad/s, and
N is the number of rims such that
n = 1, 2, …
N. The moment of inertia for the entire rotor is a superposition of the moment of inertia for the hub and all rims:
where
Ihub and
Inrim is the moment of inertia for the hub and the
n-th rim, respectively.
Considering the flywheel hub, defining the moment of inertia for simple geometries is straightforward, i.e., for rectangular cross sections of a solid or hollow disk, the moment of inertia can be defined as:
where
ρ is the density of the hub material,
h is the height of the hub (with respect to the axis of rotation), and
r is the radius with the inner and outer dimension defined by subscripts ‘
i’ and ‘
o’. In analytical modeling, the mass of the hub is calculated using the volume and density. A common approach for handling complex geometries and functionally graded materials is to discretize the shape into a series of uniform disks of arbitrary width and varying height
[42], in which case, Equation (3) can be generalized by manipulating
ro,
ri,
ρ, and
h. As the hub cross section increases in complexity it is common to define the energy density (ratio of energy to mass)
[13][27][43] of the hub as:
where
k is the shape factor of the hub and
σ is the stress in the hub. When
σ is equal to the ultimate tensile strength in the hub, energy density is maximized and can be used to find the maximum energy capacity of the flywheel rotor. Shape factors for common hub geometries are presented in
Table 2; additional cross sections
k-values are given in
[13][43]. It has been noted
[27] that the choice of material for the hub will strongly influence cross sectional geometries. Hub shape factors above 0.5 induce bidirectional stress states, which negatively impact composite materials, especially unidirectional composites, because transverse strength is typically significantly lower than strength in the fiber direction. For this reason, isotropic materials are more appropriate for cross sections with large shape factors. Discontinuous hub geometries, such as the split type hub
[44], are either treated as continuous and analyzed as described above, or determined through numerical methods
[45].
Focusing attention now on rotor rims, calculating the energy capacity is analogous to Equations (1)–(4). The vast majority of industrial and academic work focusing on flywheel rotors uses rims with rectangular cross sections
[46][47][48][49]. While it has been shown that variable thickness flywheel rotors can produce a more favorable stress state
[50], the energy capacity typically stuffers due to the reduction of mass at the largest radial coordinates and limited maximum angular velocity to minimize transverse loading. Variable thickness flywheel rotors with mass concentrated on the outer edges have been presented
[45]; however, these have not proven to produce higher energy density or a more favorable stress state than traditional rotor designs, such as the Laval disk, with rims discussed in
[43].
4.2. Material Characterization
Flywheel rotor material selection depends on a large variety of constraints, including system requirements, cost, operating conditions, and expected lifetime. Equation (1) indicates that energy capacity is quadratically related to angular velocity and radius. Therefore, increasing either one or both values is the most effective method to increase energy capacity. Moreover, Equation (4) shows that the energy density of a rotating rotor is proportional to the ratio of its material’s strength and density. This suggest that high strength, low density materials such as carbon FRP composites are an ideal material for flywheel rotor construction. However, the stress state is also quadratically related to angular velocity and radius. Compounding this issue is the typically limited transverse strength of highly anisotropic materials
[27], such as carbon FRP, suggesting that additional design features are required for achieving full energy capacity potential (e.g., press-fit assembly of multiple rotor rims). These considerations lead to the conclusion that the most suitable choice of material and geometry depends heavily on the application requirements and design constraints such as system geometry and cost.
The most common choices for modern flywheel rotors are either metals, such as aluminum and steel, or FRP composites
[51]. With respect to single and multi-rim flywheel rotors, it has been shown that the optimal choice depends on the design criteria. When optimizing for specific energy, i.e., energy per unit mass, then FRP composites are usually the ideal choice, whereas metal flywheels are often superior when optimizing for energy per cost
[40]. Another consideration is that isotropic materials are also better understood than advanced composite materials, which increases confidence in modeling and failure prediction, especially in design cases aiming for long lifetimes and operation near maximum energy capacity.
Regardless of material selection, it is necessary to describe the stress strain relationship for all materials in the rotor. Assuming time-independent linear elastic behavior
[52], Hooke’s law in cylindrical coordinates states:
where
σ is stress,
C is an elastic modulus of elasticity,
ε is linear strain, and
γ the shear strain. The subscripts 1, 2, and 3 in the stress and strain terms indicate the rotor’s radial, circumferential, and axial directions, respectively. The stiffness matrix, [
C], given above, assumes a fully anisotropic material and has 36 independent moduli. However, materials used in flywheel rotor display varying levels of symmetry, so this matrix can be simplified based on the materials selection. Orthotropic carbon FRP flywheel rotors have been constructed by stacking woven carbon fiber laminates
[30] or developing unique fabric layup patterns
[36], discussed in
Section 4.2, in which case the stiffness matrix becomes:
Further simplifying assumptions can be made for unidirectional FRP composites where the rotor is made by continuously winding long polymer resin impregnated filaments onto a mandrel before polymer solidification
[28][38]. In this case, the fibers are all oriented circumferentially with the radial and axial directions both being transverse to the fibers. In this case, the material is considered transversely isotropic
[53]:
For fully isotropic materials, such as steel, the stiffness matrix simplifies significantly
[54]:
Transversely isotropic and fully isotropic materials are most common in modern flywheel rotor construction due to their comparatively low cost, high strength, and ease of manufacturing.
A description of elasticity is sufficient to determine the instantaneous or time-independent rotor response to loading; however, this approach does not necessarily reflect the realistic material response to loading. Therefore, it is necessary to develop a description of the materials that depends on time,
t. All engineering materials exhibit some viscoelastic response, meaning they have characteristics of elastic solids and viscous fluids
[55]. However, at typical FESS operating temperatures, below 50 °C
[56], metals display negligible viscoelastic behavior
[57]; therefore, this discussion will focus on FRP composites.
The time-dependent compliance of a material is defined as the inverse of the stiffness matrix, such that [
S(
t)] = [
C(
t)]
−1. Then, the time-dependent compliance matrix for an orthotropic linearly elastic material is as follows:
At this juncture it is worth taking a moment to define the
Sij terms with respect to moduli of elasticity,
E, and Poison’s ratios,
ν:
As shown earlier, the time-independent compliance matrix for transversely and fully isotropic materials can be found using Equations (7) and (8). For viscoelastic materials, the sustained imposition of a stress causes increasing strain, called creep. Conversely, subjecting a viscoelastic material to constant strain leads to decreasing stress, called relaxation. Creep occurs in three phases characterized by the linearity of the strain response as a function of time. Primary, or phase I, creep is characterized by logarithmic growth. In secondary, phase II, creep, deformation increases linearly with time. Finally, tertiary, phase III, creep is characterized by exponential growth until failure
[55]. Methods for calculating the compliance from stress-strain data is well documented
[58][59][60][61]. These methods typically involve applying a known stress to material samples while measuring strain and time data. From these data, stress-strain curves are constructed and functions are fit to the curves to define the time-dependent change in elastic modulus. It is worth noting that a number of phenomena affect the viscoelastic response of materials, including stress magnitude and direction, temperature, moisture, and age
[62].
4.2.1. Hygroscopic Effects
The effects of moisture, also known as hygroscopic effects, on material properties have been documented for a both elastic and viscoelastic FRP composite materials
[63]. However, hygroscopic effects are not expected to significantly affect the operation of flywheel rotors. FESS commonly comprise a vacuum enclosure designed to contain the flywheel and limit the aerodynamic drag acting on the rotor and bearing surfaces
[39]. Hence, hygroscopic instability is not expected to affect the rotor material during operation, provided the vacuum environment is maintained. Consequently, viscoelastic material characterization should be performed on suitably dry specimens to most accurately describe the material in situ. If necessary, this can be accomplished conditioning specimens, e.g., by gently heating specimens to approximately 90 °C for up to 24 h
[62].
4.2.2. Temperature Effects
Similar to hygroscopic effects, the vacuum condition in the FESS enclosure minimizes the influence of environmental temperature changes on the flywheel rotor during operation. On the other hand, a vacuum environment prevents convective heat transfer and, thus, impedes the removal of parasitic heat that is generated by energy losses, such as friction in bearings and eddy currents in the electrical machine. Hence, a flywheel rotor may still experience considerable temperature fluctuations depending on the FESS design configuration and operation, and hence, the study of temperature on flywheel rotor creep and relaxation should be considered in FESS design.
Challenges with assessing the creep behavior of FRP composite rotors arise from the projected long lifetimes of FESS. As a solution, time-temperature superposition principle (TTSP) can be used to predict long-term behavior using short-term viscoelastic test data. FRP composites are highly sensitive to temperature fluctuations with linear viscoelastic behavior being observed below the polymer matrix glass transition temperature,
Tg, and non-linear viscoelasticity above. Elevated temperatures facilitate polymer chain mobility, causing a decrease in both moduli and strength
[60]. For the TTSP, a trade-off is seen where increasing temperature increases the rate of viscoelastic response, and decreasing temperature decreases this response. By conducting short-term experiments at elevated temperatures, it is possible to predict the long-term behavior of the material at low temperatures. The basic procedure for the TTSP is discussed in
[64]. First, material specimens are subjected to constant load at various temperatures in conventional creep testing. These data generate a series of compliance curves when plotted over time in logarithmic scale (log(time)). Second, an arbitrary reference temperature is selected. Third, all compliance curves are shifted along the time axis onto the reference temperature compliance curve to construct a master curve. As a demonstration, consider the data series of tensile experiments in
Figure 4. Short-term tensile experiments were conducted on an FRP composite material at various temperatures to collect the viscoelastic data
[65]. Data for all temperatures but the reference temperature were shifted along the time axis to construct the master curve at a reference temperature,
Tr, of 40 °C.
Figure 4. Time-temperature superposition experimental data, reproduced from
[65]. Data were collected from tensile tests for an FRP composite at various temperatures and shifted along the time axis to create a master curve for a reference temperature of 40 °C.
An underlying assumption for the TTSP is that creep is controlled by the same mechanisms under the different temperatures. Therefore, the master curve is expected to be smooth throughout. Since it is constructed on a log(time) axis, the predicted compliance is sensitive to the shift factor, where a small discontinuity could result in errors of years or decades. If a smooth master curve exists by using only horizontal shift factors, then the material is considered thermorheologically simple. The need for vertical shift factors has been identified under some conditions
[64], in which case materials are referred to as thermorheologically complex. The majority of materials, including FRP composites under normal conditions, are considered thermorheologically simple
[64]. Notably, even though TTSP has been employed to characterize the linear viscoelastic behavior of epoxy polymers since at least the 1960s
[66], there is still no established convention defining the optimal method to determine shift factors for each curve.
The distance each curve is shifted along the time axis is called the shift factor,
aT. There are several ways to determine the shift factor for each curve, all of which are designed to create a smooth master curve. Brinson
[67] studied the time temperature response of Hysol 4290, a common contemporary two-part epoxy. Brinson conducted tensile tests on samples of the material at temperatures between 90 °C and 130 °C and, thus, constructed a master curve covering creep at 90 °C over approximately 6 months. The shift factor was determined using the William-Landel-Ferry (WLF) equation
[68], which requires a knowledge of
Tg and a set of experimentally determined material constants. While WLF can create a smooth master curve, it is limited to temperatures above
Tg, so it may not be suitable for all applications. Another common method is using an Arrhenius’ equation
[69][70], which requires knowledge of the activation energy and gas constant. The activation energy is typically determined using dynamic mechanical analysis
[71].
Both of the above mechanistic methods attempt to define a relationship between certain material properties and the creep response. However, Gergesova et al.
[72] recognized that a smooth master curve can be constructed without this mechanistic relationship by mathematically minimizing the horizontal distance between two adjacent curves. His algorithm considers overlapping region of data between adjacent curves. Before shifting these regions, one defines an area that is delineated on either side by the experimental data and on top and bottom by the height of the overlap. This area can be minimized by applying a shift factor to one or both curves depending on the chosen reference temperature. Using this method, the shift factor and master curve can be found without the need for additional experiments or prior knowledge of the activation energy. It is worth noting that Sihn and Tsai
[65] used an Arrhenius equation, while the master curve in
Figure 4 was created using the algorithm from Gergesova et al.
[72].
Applying a best fit curve to the compliance master curve defines a function used to determine the material’s stiffness at any time throughout its lifetime:
where
Sij is the compliance and
T is the experimental temperature. Tensile experiments must be conducted to determine [
S] for each independent modulus in Equation (10), i.e.,
E1,
E2,
E3, etc., and will vary depending on whether the material is isotropic, transversely isotropic, orthotropic, or fully anisotropic.
4.2.3. Aging Effects
Aging is a continuous process which occurs at all temperatures and is caused by polymer chains evolving toward equilibrium. This is ultimately a densification process which results in a decreased chain mobility and compliance. The effect of aging is similar to temperature in that it is continuous; however, aging always results in a decrease in compliance, whereas temperature can result in either an increase or decrease. Aging effects can be included in directional compliance similarly to temperature effects. Compliance is measured from material specimens at various ages and resulting curves are shifted to define the age shift factor,
ate. Then,
Sij becomes the following:
where
te is the age for which the master curve is created. Under isothermal conditions, the aging shift factor can be calculated as a ratio between a reference aging time and an experimental aging time raised to an experimentally determined thermal shift rate
[73]. While it is possible to experimentally determine and account for material aging when modeling flywheel rotors, it is more practical to thoroughly stabilize the flywheel rotor by aging at an elevated temperature under no load conditions until the rotor reaches equilibrium before operation. This stiffens the material, minimizes creep, and provides a more repeatable starting point for designing flywheel rotors. Sullivan
[74] showed equilibrium can be achieved by aging epoxy polymers at 115 °C for 1000 h. It is recommended that flywheel rotors be aged to minimize material evolution during operation, which will improve rotor response to applied loads and increase confidence in any simulation or modeling conducted during the design of the rotor.
4.2.4. Stress Magnitude
Akin to temperature, the viscoelastic material response is closely linked to the stress magnitude. At low magnitudes, FRP composite materials typically display linear viscoelastic behavior. As the stress magnitude increases, the material begins displaying non-linear viscoelastic behavior. Experimental findings on different material systems indicate significant variation in the stress magnitude and temperature levels necessary to predict linear viscoelastic response
[62]. Currently, there is no conclusive method for determining at what temperature and stress the material will transition from a linear to non-linear response. However, it has been shown that linear response, necessary for TTSP, and fatigue resistance, necessary for flywheel operation, can be ensured by limiting the temperature to below
Tg [75] and stress to below 50% of the failure strength
[76].
4.3. Quasi-Static Analysis
In 1957, Lekhnitskiy
[77] defined the stress equilibrium equations for an arbitrary homogeneous anisotropic plate in cylindrical coordinates. These equations define the radial, circumferential, axial, and tangential (shear) equilibrium for an anisotropic body with applied forces, such as rotation, and the resulting internal stresses. Leknitskiy worked with thin plates assuming a plane stress state for the body. If a thin uniform circular disk is in equilibrium, axisymmetric, neither accelerating nor decelerating, and not experiencing out of plane forces, it means the only the radial equilibrium equation is non-trivial.
Leknitskiy’s original analysis have been expanded upon with focus specifically on multi-rim FRP composite flywheel rotors. Chamis and Kiraly
[78] applied analytical modeling to determine the stress and vibration induced in thin FRP flywheel rotors. They found that high aspect ratio flywheel rotors were the most weight efficient elements of a rotor, and that a flywheel can efficiently provide power in excess of 10 kW for several days when needed.
By the 1990s, analytical analysis of flywheel rotors had been generalized to predict the stress and displacement of multi rim flywheel rotors through work such as Gabrys and Bakis
[79], Ha et al.
[80], and Wild and Vickers
[35]. Gabrys and Bakis developed a complete method for designing composite flywheel rotors from one or more FRP rims press-fitted together. Their method relied on defining an optimization routine that maximizes angular velocity, while ensuring radial and circumferential failures occur simultaneously. Through their method, the thickness of each rim in a press-fit rotor can be found, thus defining an optimal rotor design. They also state that rim materials should decrease in density and increase in stiffness as rims are positioned further from the axis of rotation. In other words, the densest and least stiff material should be used for the innermost rim, while the least dense and most stiff material should form the outer most rim. This recommendation is reasonable considering largest radial positions will experience the greatest loading from centripetal forces due to rotation and reaction forces from other rims deforming outward. At the same time, this design approach alleviates the buildup of radial tensile stress that acts transverse to the fibers, i.e., the direction with greatest susceptibility to failure.
Ha et al.
[80] recognized that solving the analytical equations for multi-rim rotors results in a series of non-linear equations, which led them to develop a unique method for solving all the equation simultaneously, thus minimizing the time and computational effort needed to analyzed flywheel rotors. They then went on to apply a similar optimization routine as Gabrys and Bakis
[79] to optimize the radial thickness of each rim for multi-rim rotors constructed of various materials. Ha et al. considered rotors with an embedded permanent magnet at the inner surface and up to four different rims: glass/epoxy, aramid/epoxy, and two different carbon/epoxy variants, i.e., AS/H3501, T300/5208, and IM6/epoxy. They showed that no multi-rim solution exists when density and stiffness decrease with radius, contrary to typical construction. The optimization algorithm always trended toward eliminating (i.e., zero radial rim thickness) all but the innermost rim.
Methods for solving Equation (13) to find radial displacement, radial stress, and circumferential stress have been described extensively in literature
[16][80][81] so only a brief description is provided here. The radial equilibrium equation is as follows:
where
σ is the internal stress in either the radial, subscript
r, or circumferential, subscript
θ, direction,
ρ is the density of the material, and
ω is the angular velocity. The stresses are defined by Hooke’s law, Equation (5), and the stiffness matrix is defined with any of the Equations (6)–(8), depending on the material response. Fundamentally, a two-dimensional assumption can be made which is suitable for high aspect ratio flywheel rotors, i.e., thin rotors with radial dimensions significantly larger than axial dimensions. The directional strains are defined as:
where
ur is the radial displacement and the subscript z signifies the rotor axial direction. Then, Equation (14) can be substituted into Hooke’s law which is further substituted into Equation (13). This yields a second order inhomogeneous ordinary differential equation, which can be solved for the radial displacement and radial stress, yielding the following:
where
φ and
κ are constants based on the material properties of the rim, and
C1 and
C2 are integration constants, detailed in
[80], which must be determined by the boundary conditions, see
[81].
All research mentioned up to this point, and in fact the majority of flywheel research, has been conducted on relatively thin disks. Such rotor geometries tend to minimize material and fabrication costs and simplify analytical modeling by allowing for a two-dimensional or plane stress assumption. Additionally, axial stress arises merely due to Poisson’s effects from the combination of radial and circumferential stress. Moreover, for typical rotor configurations, it is challenging to measure radial deformation experimentally. For these reasons, a thin composite disk is beneficial especially for research purposes.
While Ha et al.
[82] has extensively explored modeling under plane stress, work by this group of researchers also involved two alternate assumptions: plane strain (PS) and modified generalized plane strain (MGPS). The PS assumption is true for a thick rotor where the axial dimension is significantly larger than the radial dimension, and defines the axial strain as zero while the axial stress is allowed to vary
[81]. Generalized PS and MGPS allow the axial strain to vary according to a constant and a linear relation, respectively. Ha et al. compared the axial stress results for single-, two-, and three-rim rotor simulations conducted with PS, MGPS, and finite element modeling (FEM). They found axial stress results to have the best correlation between MGPS and FEM. For the two-dimensional case, such as the one solved using the model by Lekhnitskiy, plane stress and PS are identical because there is no third dimension for stress or strain. As the flywheel rotor increases in thickness, PS was shown to be more appropriate than plane stress approximately when the rotor radial dimension equals the axial dimension. While MGPS is relatively uncommon in modern flywheel research due to its complexity, PS and generalized PS are still part of contemporary research.
A number of studies have been published discussing analyses that specifically target flywheel rotor design for energy storage applications
[14][46][47]. Much of recent research into FRP composite flywheels has focused on optimizing the design to minimize cost, in an effort to make the technology a more attractive alternative to other conventional storage technologies, primarily electrochemical batteries. Hearn et al.
[83] and Rupp et al.
[22] focused on minimizing FESS cost for public transportation. Both studies found rotors with rectangular cross sections and no more than three rims to be ideal for maximizing storage capacity while minimizing cost; a storage capacity of approximately 3 to 5 kWh was considered appropriate for public transportation. Recalling Equations (2) and (15), rectangular cross sections maximize the volume of material at a given radius while providing in-plane support for material at smaller radial locations. Rectangular cross section rotors are also comparatively easy to manufacture. Recent efforts
[84] have employed advanced multi-factor optimization algorithms to develop methods for designing FESS appropriate for a wide range of application include grid storage, grid regulation
[85], and energy storage in addition to public transport.
In the most recent decade, research has shown a trend to move away from either the PS or plane stress assumptions to include full three-dimensional analyses. Pérez-Aparicio and Ripoll
[86] described exact solutions for the analytical equations in the radial, circumferential, axial, and tangential (shear) directions. They also compare two failure criteria, discussed later. Zheng et al. and Eraslan and Akis
[41][87] discussed the instantaneous stresses induced in functionally graded rotating disks of variable thickness. A functionally graded rotor is one where the material properties smoothly vary as a function of radius, in contrast to a multi-rim rotor, where material properties change discretely. These results show carefully controlling rotor thickness and material properties can significantly reduce induced stress and minimizing the risk of failure due to crack initiation and propagation. The methods discussed in these studies are valuable tools in understanding rotor mechanics; however, they fail to consider aspects such as energy storage capacity and manufacturing costs.
While there has been significant development in the understanding and optimization of quasi-static composite rotor stress responses, there has been comparatively little development in the understanding of viscoelastic and dynamic behavior of composite rotors, which is the subject matter of the following two sections. This is especially surprising given one of the primary advantages of FESS over other storage systems is the expected long lifetimes of these systems.
4.4. Viscoelastic Analysis
Viscoelastic creep and stress relaxation continuously evolve over the operation of an FRP composite flywheel rotor. Viscoelasticity has been suggested to significantly affect the interface pressure at either the hub-rim or rim-rim interfaces, depending on rotor construction, which is critical for the integrity of rotors assembled via press-fitting. Creep rupture in the composite materials is an additional concern
[88]. Trufanov and Smetannikov
[89] investigated a flywheel rotor constructed from a variable thickness filament-wound composite wrapped in an organic plastic shell. They tracked the change in radial and circumferential stress at several key points over a simulated period of 10,000 h. Depending on the location in the shell, their results showed that circumferential tensile stresses can increase between 4% and 15% and radial compressive stresses could increase by up to 40%. In the composite rim, the maximum circumferential stress increased by 7.5%. At the same time, the maximum radial stress decreased by 33%. The construction of this flywheel is unusual for modern high-speed flywheel rotor; however, these results demonstrate that radial and circumferential stresses are highly variable and the potential for creep rupture or loss of interfacial pressure between rotor components exists.
Portnov and Bakis
[90] presented complete solutions for the analytical equilibrium equations including creep. They studied a thick unidirectional FRP composite rim with rectangular cross section filament-wound around a small metallic hub. Their results showed that after complete relaxation, radial strain was maximized at the outer radius of the rotor, with strains being predicted to be approximately three times larger than the circumferential strain at the same position. This further supports the conclusion that creep rupture may be of significant concern.
Subsequent studies by Tzeng et al.
[91][92] simulated arbitrarily long composite flywheel rotors press-fit or wound onto metallic hubs similar to those seen in industry
[93][94]. They employed the generalized PS assumption due to the assumed length of the rotor and predicted stress and displacement in the radial and circumferential direction after 1 year, 10 years, and infinite time (10
10 years). Similar to previous work, Tzeng showed that radial stress could decrease by as much as 35%, while circumferential stress could increase by up to 9%. Tzeng also studied flywheels with variable winding angles and found similar though slightly improved results.
While this body of work is compelling, the majority of it has been conducted analytically with relatively little available experimental data. Emerson
[62] attempted to resolve this issue by, first, measuring the transverse strength and modulus of a glass fiber composite used in flywheel rotor construction, to improve simulation reliability, and, second, by taking in situ strain measurements using optoelectronic strain measurements. The material testing was conducted according to the methods described in
Section 4.2. The flywheel measurements were to be conducted using a custom-built test apparatus. Unfortunately, this testing was inconclusive due to a series of mechanical failures and was not able to eliminate the possibility of creep, significantly impacting rotor structural health.
While some studies suggest that over extremely long times of operation, e.g., 10
10 years or the time required to reach full relaxation, viscoelastic behavior of the composite can significantly impact rotor structural health by facilitating either creep rupture, the loss of rotor integrity by the loss of interfacial pressures between hub and rims, or both. However, the expected lifetime for flywheel rotors, as discussed, is between 10 and 20 years
[5]. Furthermore, many of these studies occurred on either thick composite disks or arbitrarily long flywheel rotors. Skinner and Mertiny addressed this issue in
[16], where a carbon FRP composite flywheel rotor was simulated for up to 10 years. The analytical process they followed to simulate the rotor behavior is similar to that pursued by previous researchers, so it is worth taking a brief aside to discuss this work here.
The analytical methodology used for viscoelastic simulations is fundamentally a quasi-static analysis; therefore, the viscoelastic solution procedure requires approximating time-varying behavior through a number of discrete time and load steps. The response at each step is used to calculate stress for the flywheel rotor throughout the simulation. First, the rotor dimensions, material properties, and simulation parameters—time and velocity vectors of interest—are defined as inputs to the algorithm. Then, beginning at the first time and velocity of interest, the material stiffness matrix is calculated for each rim of the flywheel rotor. Next, the boundary conditions at each interface and at the inner and outer surface of the rotor are calculated. Through these steps, the rotor response is calculated for the current time and velocity iteration. Finally, the algorithm proceeds to the next time and velocity of interest. Iterations continue for all discrete times and velocities of interest, which yields the induced stress for all points in the flywheel rotor at all times and velocities of interest.
The results from Skinner and Mertiny, Figure 5, showed that during operation, radial and circumferential stresses in the carbon FRP composite rotor were predicted to decrease by 1% and 5%, respectively. Additionally, as was seen by other researchers, interfacial pressure was predicted to have the most significant variation with an overall decrease of up to 36%. Despite these changes, viscoelastic stress relaxation is not expected to cause complete loss of interfacial pressure between hub and rim during the expected lifetime, nor is it expected to be a primary cause of failure. It was postulated that viscoelastic behavior of the material may play a role in other failure modes, such as fatigue damage and matrix cracking, but is ultimately unlikely to be the dominant cause for rotor failure.
Figure 5. Evolution of (
a) radial and (
b) circumferential stresses at different times of operation (0–10 years) of a flywheel rotor with an aluminum hub and carbon FRP composite rim due to viscoelastic stress relaxation
[16].
4.5. Shear Stress
The presence of shear stresses in FRP composite flywheel rotors has not been studied extensively. Nevertheless, the analytical equilibrium equations have been defined for rotating anisotropic disks, and extensive work has been completed in this field for isotropic and functionally graded rotating disks of constant and variable thickness. An exact solution for the tangential (shear) equilibrium equation of a rotating disk was presented by Pérez Aparicio and Ripoll
[86]. The equilibrium equation, given by Equation (16), has a similar form to the radial equilibrium equation, Equation (13):
where
τrθ is the in-plane shear stress and
α is angular acceleration. Shear strain is defined as:
Solving the resulting second order inhomogeneous ordinary differential equation, in the same manner as previously discussed, yields the tangential stress and displacement equations:
where
ν is the tangential displacement and
C1 and
C2 are integration constants. Notice that tangential stress is dependent on a single integration constant because when the strain, Equation (17), is substituted into tangential displacement, the second integration constant,
C2, is eliminated. The integration constants can be found through the boundary conditions as functions of the rotor geometry, density, shear modulus, and angular acceleration. Pérez Aparicio and Ripoll considered a worst-case scenario where peak shear stress is caused by a severe acceleration of 3.6 × 10
5 rad/s
2. For this considered worst-case scenario, resulting stress states were described as possibly critical for the hub rather than the rotor.
Tang
[95] conducted an early study on shear stress in accelerating disks mounted to a ridged shaft. They showed that shear stress was dependent on the acceleration and the ratio between the inner and outer rotor radius. When this ratio is greater than 0.15, the shear stress will increase drastically and may need to be considered when designing structural components.
Much of the studies on shear stress in rotating disks focuses on variable thickness and functionally graded materials for applications in turbines and engines. Reddy and Srinath
[96] presented a method to study acceleration in high-temperature rotating disks with variable thickness. They showed that the cross section of the disk may have a significant impact on shear stress and should, therefore, not be discounted. Continuing with rotating disks for turbine applications, Eraslan and Akais
[87] and Zheng et al.
[41] presented a method to analyze instantaneous shear stress in rotating disks. They showed that carefully controlling the rotor cross section and properties produces an optimum stress profile. Zheng et al. also showed that the presence of shear stress can shift the maximum stress location from the inner radius to near the mid-radius, depending on shear stress magnitude and direction. Note, shear stress directionality is relative to the rotating direction, where accelerating the rotor causes positive shear stress and decelerating the rotor causes negative shear stress. Shear direction is important, for example, for predicting failure such as using the Tsai-Wu criteria discussed below.
Salehian et al.
[97] investigated instantaneous shear stress in functionally graded constant and variable thickness rotating disks. They conducted both analytical and numerical analyses. The functionally graded flywheels they studied featured increasing material density as a function of radius. They also showed that both methods are equally accurate and that shear stress can be significant for functionally graded materials.
Previous studies were conducted assuming an essentially instantaneous event subjecting a rotating disk to angular acceleration. However, in the context of FESS, shear stress created by accelerating or decelerating the flywheel rotor should be considered for typical FESS energy transfer, i.e., the supply or demand of power. The relationship between power and acceleration is found through the applied torque, such that:
where
P is power and
Τ is torque. From Equation (19), it is clear that power is related linearly to angular acceleration and velocity at a given instant. Furthermore, from Equation (18), shear stress is linearly related to angular acceleration. Therefore, even for constant acceleration, power varies over time, and so do radial and circumferential stresses as the velocity changes due to angular acceleration. Considering the opposite case of constant power, acceleration necessarily needs to vary. For example, at an initially low angular velocity and constant power supply, the flywheel rotor acceleration and shear stresses would be much larger than at a later time when velocity has increased due to the imposed acceleration.
Combining Equations (18) and (19), it is possible to determine the stress state as a result of a given power supply or demand, and vice versa. Recalling the work by Pérez Aparicio and Ripoll
[86] mentioned above, a flywheel rotor was simulated with an inner radius, outer radius, height, and density of 0.08 m, 0.2 m, 0.06 m, and 1800 kg/m
3, respectively. For an angular velocity of 17,425 rpm (1827.6 s
−1), a supplied power of 1.67 GW is associated with an angular acceleration of 3.6 × 10
5 s
−2 for 0.005 s. Pérez Aparicio and Ripoll explained that power supplied at this magnitude would occur in specific applications, such as military artillery; however, it is atypical for energy storage systems.
The shear stress investigations discussed above presented solutions to analytical equilibrium equations and described instantaneous behavior of variable thickness FRP and functionally graded rotating disks. Moreover, shear stress resulting from a given peak acceleration of a flywheel rotor was discussed. However, the technical literature is ambiguous regarding time-dependent behavior, evolution of the rotor stress states, and possible damage events resulting from typical operating conditions, i.e., repeated energy transfer cycles over the flywheel lifetime.