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        <article-title>Verification &amp; Validation Plan A Case Study of a Turbine Bucket Design Modification</article-title>
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      <contrib-group>
        <contrib contrib-type="author">
          <string-name>a GE Company - Florence</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>italy marco.mariottini@bhge.com</string-name>
        </contrib>
      </contrib-group>
      <abstract>
        <p>BHGE, when developing new products, verifies and validates critical system requirements of gas turbine and its own components before deploying them in the market. In this paper a case study of Verification and Validation (V&amp;V) approach for a gas turbine 1st Stage Bucket is presented. One of the main requirement for this component is operative life, in particular with respect to vibrational behavior (High Cycle Fatigue): Systems Engineering approach for V&amp;V has been applied to compare actual aeromechanical characteristics versus the ones predicted by Finite Elements Models. As verification technique, an aeromechanical test, named “Wheel Box Test”, has been performed on buckets installed on a dummy rotor: preparation, performance and results management of such test are described. Stakeholders' requirements were finally validated on a real engine by acceptance endurance test at customer site.</p>
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      <title>INTRODUCTION</title>
      <p>In the Oil &amp; Gas Industry, new technology injection is key
to improve plant production, equipment installation and
maintenance and to increase the lifetime of parts. Machines
usually operate in harsh and tough service conditions and
their components are exposed to extreme thermal and
mechanical loads.</p>
      <p>Gas Turbines can be categorized among the most critical
machines operating in an Oil &amp; Gas plant, surely
withstanding the toughest working conditions; they are
employed to provide driving force for compressors and
electrical generators, converting the chemical energy of a
(usually) hydrocarbon fuel into mechanical energy.</p>
      <p>The most critical component of a gas turbine is the 1st
stage bucket: a rotating object, subject to the highest
temperature and mechanical forces. Its purpose is to convert
the thermodynamic energy contained in the pressurized and
hot gases coming from the combustion chamber into a
tangential force applied to a wheel, transformed consequently
into shaft torque and then in output power.</p>
      <p>The bucket herein described has an approximate weight
of 4.5kg, spins @5100RPM on a diameter greater than 1m
and is subject to a pulling centrifugal force of about 65 tons
each (there are 80 buckets on the wheel) and a temperature of
~900°C.</p>
    </sec>
    <sec id="sec-2">
      <title>TECHNICAL PROCESSES: STAKEHOLDERS’ NEEDS,</title>
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    <sec id="sec-3">
      <title>SYSTEM REQUIREMENTS AND DESIGN DEFINITION</title>
      <p>STAKEHOLDERS’ NEEDS: The needs fulfilled by this project
come, following a market analysis, from the Product
Leadership internal to the company; the new bucket shall:
Copyright © held by the author</p>
      <p>Assure the same parts life (buckets and wheel) and
operation
Reduce the risk of failure (cover plates)
Simplify the assembly procedure
Improve parts management
Reduce parts cost</p>
      <p>Be fully interchangeable with baseline bucket
SYSTEM REQUIREMENTS: These needs have been translated
into the following system requirements:
1. Typical failure modes shall fall within internal Design</p>
      <p>Practices limits
2. Bucket weight and center of mass shall not change (or
improved at most) not to negatively affect stresses on
wheel
3. Cover plates shall be integrated into bucket casting
4. Interfaces with surrounding components shall not
change
DESIGN DEFINITION: Having considered the bucket as the
System of Interest, its features have been drilled down; since
the sequential approach has been utilized, detailed features
have been reported in the Vee diagram.</p>
      <p>
        Figure 1 – Vee Diagram [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]
      </p>
      <p>As per system requirements, new bucket design provides
for the elimination of cover plates as separate components,
becoming integrated in the body of the bucket itself, without
any impact on performances and life cycle of the part.</p>
      <p>It covers the needs for increased quality, reliability and
parts management as well as cost reduction: integrated cover
plates allow an easier, faster and error-proof installation
(with a reduced number of parts, from 5 to 1) while
safeguarding full interchangeability with current design;
reduction of part numbers brings a significant improvement
in warehouse management and makes the buckets kit cheaper
than baseline.</p>
      <p>In Figure 2 a comparison between baseline bucket with
separated cover plates (the latter in red) on the left and the
new design bucket on the right.</p>
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    <sec id="sec-4">
      <title>VERIFICATION &amp; VALIDATION PLAN</title>
      <p>Numerical simulations have been developed and used to
analyze operating thermal and mechanical loads, verify
interfaces with surrounding components (clearances) and
check the aeromechanical behavior and damping effect
(provided by pins, installed between buckets, that dissipate
vibration energy by friction, reducing vibration amplitude) to
accurately evaluate the robustness of the design and
ultimately to verify it against the typical failure modes of a
turbine bucket.</p>
      <p>A correct aeromechanical evaluation of the bucket is
important to avoid the High Cycle Fatigue (HCF)
phenomenon to be catastrophic for the bucket itself (bucket
failure means GT failure).</p>
      <p>Typically, the design of a new GT bucket is verified and
validated, from the aeromechanical standpoint, by a Full
Engine Test, meaning that an entire gas turbine must be
instrumented, installed on a test bench capable of full
speed/full load operation and run for the amount of time
needed to gather all necessary data: roughly this requires 1
year for preparation and execution and costs around 5M€.</p>
      <p>The application of Systems Engineering principles
allowed the avoidance of the Full Engine Test in favor of an
easier and cheaper aeromechanical test, named Wheel Box
Test (WBT), for requirements verification, followed by and
endurance test at customer site for stakeholders’ needs
validation.</p>
      <p>VERIFICATION - WHEEL BOX TEST: together with system
requirements definition, the characteristics of
aeromechanical test have been developed; among the others,
the main features of the verification method included:
- Possibility to test baseline and new design buckets at the
same time
- Possibility to test different damper pins
- Possibility to easily change forcing frequencies
- Possibility to verify real damping effect (use air instead
of oil as forcing mean)</p>
      <p>Test facility was scouted, and test campaign was designed
and realized in close collaboration with facility owners; main
activities during preparation phase included but were not
limited to: test cell architecture evaluation, interfaces
management, special components design and manufacturing,
data collection system evaluation, safety procedures
establishment (e.g. LOTO).</p>
      <p>Critical, during this phase, was the evaluation of the
architecture of data storage and data sharing procedures:
starting from the raw data, a first elaboration was done
directly by the acquisition personnel, then data was
transferred for the final post processing and data matching.</p>
      <p>A final review with Chief Engineers, including data from
previous tests done on baseline bucket, confirmed the
alignment between analytical models and test results, closing
the verification phase.</p>
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      <title>VALIDATION – SITE ENDURANCE TEST: the new bucket has</title>
      <p>been then installed on a real engine at customer site for the
validation.</p>
      <p>The unit was chosen since it is constantly monitored by
remote diagnostic: a bunch of parameters were selected to be
kept under control by engineering department, confirming all
operational parameters inside the limits.</p>
      <p>Boroscope inspection was done to verify the interfaces
with surrounding components.</p>
      <p>Completion of several thousands of running hours
validated the aeromechanical behavior (in case of resonance,
HCF takes few hours to reach a catastrophic failure).</p>
    </sec>
    <sec id="sec-6">
      <title>CHANGE MANAGEMENT</title>
      <p>New bucket has been introduced issuing new part codes and
passing through Product Configuration Board (PCB), a
process that involves an interdisciplinary team to evaluate all
the impacts of the change: supply chain (supplier
qualification), warehouse management (old parts depletion),
fleet impact (service bulletin).</p>
    </sec>
    <sec id="sec-7">
      <title>CONCLUSIONS</title>
      <p>For this project the right definition of a suitable
Verification and Validation plan was key from the very
beginning, since the “usual” testing method (engine test) was
not affordable and, without an alternative, this situation
would have stopped the project.</p>
      <p>Moving from stakeholders’ needs and together with
system requirements definition, the V&amp;V plan was
determined, starting the test facility scouting and test
preparation in the earliest phases of the project.</p>
      <p>Test preparation and execution absorbed a quite huge
portion of resources dedicated to this project, in terms of
budget and engineering efforts, but test outcomes were really
satisfying and allowed, for the first time in BHGE, to release
the design of such a critical gas turbine component without
an in-house full engine test.</p>
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