1. Introduction
With the acceleration of industrialization, cranes play an indispensable role in key sectors such as industrial production, logistics transportation, and building construction. Ensuring its safe operation is critical [
1]. Currently, the design life of a crane is determined during the design stage by selecting a ‘work level’ based on user requirements and designers’ subjective experience. This ‘work level’ aims to characterize equipment workload through rough estimations of usage intensity and load state, a method fraught with ambiguity and uncertainty [
2,
3]. In terms of fatigue life, crane metal structures inevitably accumulate diverse damage during long-term service due to combined internal and external factors, resulting in heterogeneous degradation patterns across crane models and even different cranes within the same model [
4]. Consequently, a significant gap exists between the design life and the actual service life (fatigue life) of cranes in real-world scenarios.
Currently, this gap has become the focus of industry attention. According to crane design specifications of various countries, the theoretical design life of bridge cranes commonly ranges from 30 to 50 years. However, two extreme scenarios exist in practical engineering applications. On one hand, a large number of cranes suffer from serious structural damages (such as cracks, deformation, corrosion, etc.) after being in service for only about 20 years or even a shorter period. Some of these cases have even led to safety accidents. On the other hand, a small number of cranes, due to long-term idleness or low-load operation, have been in service for well over 50 years. In such scenarios, if the scrapping decision is strictly made in accordance with the design life, it may lead to two extreme consequences: first, major safety accidents caused by ‘over-service’. Second, resource waste resulting from ‘early retirement’. Therefore, resolving the discrepancy between the design life and fatigue life of cranes is extremely important. Currently, although there are no direct studies focusing on this life discrepancy, scholars at home and abroad have conducted extensive research over the years on topics such as the safe service of cranes and the efficient utilization of resources and energy. Their findings can provide ideas and scheme support for narrowing the aforementioned discrepancy.
In terms of the safe service of cranes, Wei et al. [
5] revealed the stiffness degradation law of main girders, residual carrying capacity, and evolutionary characteristics of fatigue damage by analyzing data from scrapped cranes, and clarified the correlation between static stiffness and fatigue damage. Moi et al. [
6] proposed an inverse method based on strain gauges and real-time nonlinear simulation and developed a digital twin system for condition monitoring of small folding-arm cranes, which improves safety and reliability. Szpytko et al. [
7] improved the maintenance strategy for bridge cranes by utilizing historical degradation data and the Monte Carlo model and incorporating the copula method to capture the multi-machine degradation dependency relationships. Huang et al. [
8] established a wind force coefficient prediction model based on a convolutional neural network and optimized the cross-sectional design of main girders in combination with a genetic algorithm, which significantly enhanced wind resistance performance and computational efficiency. The aforementioned studies primarily revolve around aspects including safety monitoring, usage and maintenance, and fatigue assessment of cranes, and have enhanced the safety of hoisting machinery during its service from a preventive perspective.
In terms of the efficient utilization of resources and energy for cranes, Palanisamy et al. [
9] applied an improved hybrid particle swarm optimization algorithm (Harris Hawk Optimization) to optimize wire rope characteristics (such as hardness and wear). This approach enhanced the carrying capacity of tower cranes without increasing the specifications of wire ropes. Zhou et al. [
10] adopted the continuum topology optimization method (SKO method) to establish periodic plate-beam models for the jib for optimization. The effectiveness was verified through analyses of strength, stiffness, and stability. Jiang et al. [
11] proposed an intelligent stacker structural optimization scheme to meet the requirements of heavy-load and high-precision handling. The comprehensive stiffness was calculated through the contact force of V-shaped rollers, and it has been verified to meet the practical engineering requirements. Tang et al. [
12] used a parallel layout method to solve the problem of integrated scheduling of multiple resources (cranes) in container terminals. With energy conservation as the goal, they optimized task allocation and operation sequences, providing comprehensive decision-making support. Alasali et al. [
13] developed a genetic algorithm-based stochastic optimal management system for controlling energy storage networks equipped with gantry cranes. Case studies show that it outperforms standard controllers in terms of electricity cost savings and peak demand reduction. The aforementioned studies mainly focus on structural optimization, integrated scheduling, and energy storage management to improve the resource and energy utilization efficiency of cranes.
The aforementioned achievements can provide ideas and scheme support for research on crane load adaptive matching methods. However, they mostly focus on optimization in a single link (such as analysis only based on monitoring data or isolated fatigue assessment models) and lack systematic consideration of the dynamic changes in actual working conditions and the coupling relationship between structural damage and load matching strategies. Therefore, it is difficult to narrow the gap between the design life and the actual service life from the perspective of real-time and accurate adaptation between loads and equipment status. However, with the rapid development of digital twin technology, a virtual model of a physical entity can be constructed digitally to simulate the real-world behavior of the physical entity through data. Moreover, by virtue of virtual-real interaction, data fusion, and decision iteration, it can provide a new technical path for solving this problem.
In terms of Digital Twin (DT) technology, Tao et al. [
14] proposed the conceptual connotation and reference architecture of aero-engine digital twin engineering. They analyzed its value in improving the intelligence, initiative, and predictability of aero-engine design, manufacturing, and testing, as well as operation and maintenance, and clarified the key technologies involved. Liu et al. [
15] reviewed the application status of this technology in logistics and supply chain management and provided references for subsequent research and application development through a systematic literature review. Hussain et al. [
16] developed a digital twin-driven framework and model for predicting the decline in lifting capacity of aging tower cranes based on real-time load and deflection data, enabling dynamic and real-time monitoring of their service safety. Zhu et al. [
17] constructed a milling process simulation and tool wear prediction system, which simulates material removal through symbiotic interaction and control between physical and virtual spaces, meeting the intelligent and digital requirements of milling robots. Hoskere et al. [
18] proposed a unified development framework for bridge digital twins, providing a structured method for constructing effective systems and enhancing bridge management decision-making. Wang et al. [
19] designed a digital twin system for deep-sea mining hoses, which realizes real-time response prediction and early hazard warning by integrating mechanical parameter prediction models. Lin et al. [
20] proposed a digital twin-based safety monitoring method, which achieves seamless human-robot collaboration on construction sites by integrating spatial information of workers, materials, and robots to improve efficiency. Shao et al. [
21] developed a visual system for dam safety monitoring based on a digital twin platform, which integrates functions such as monitoring data to accurately reflect the dam’s status and real-time information.
Although DT technology has proven its value in multiple fields, for cranes, the challenge of how to construct a crane digital twin system oriented towards dynamic and adaptive load matching to proactively narrow the gap between design life and fatigue life while simultaneously maximizing safety and resource utilization efficiency remains unsolved effectively.
To this end, starting from the phenomenon of crane carrying capacity degradation, this paper takes the digital twin system framework for load-adaptive matching as the foundation and the load-adaptive matching method as the support. Focusing on virtual-physical space construction, IoT connectivity, and load-adaptive matching services, a digital twin model for load-adaptive matching is constructed through virtual-physical mapping, data transmission, and interaction. Combining functional module design and system development processes, a digital twin system platform is built. While monitoring the service status of cranes, it realizes dynamic and adaptive adjustment of lifting loads.
2. Problem Description
The design personnel determine the crane’s design life as T0 based on user requirements. However, during actual service operations, the crane may encounter complex working conditions and defects exceeding design assumptions, resulting in significant disparity between the design life and actual service life (defined as the fatigue life required for crack propagation from initial length a0 to critical length ac).
In the traditional scheduled inspection mode, when inspections reveal that the evaluated actual fatigue life of a crane’s metal structure is less than its design life
T0 and has approached or reached the early-warning threshold requiring intervention measures, a load reduction scheme for the crane is typically formulated by experts or operators based on their past experience. In terms of practical application effects, this method can extend the service life of cranes to a certain extent. However, its limitation lies in the fact that due to the lack of in-depth analysis and accurate calculation of factors such as the actual working conditions, structural characteristics, and material properties of cranes, the load reduction schemes formulated accordingly may result in either excessive or insufficient load reduction (see
Figure 1), making it difficult to achieve accurate and reasonable effects.
As shown in
Figure 1, after the crane has been operating with an actual lifting weight of
mQ(
t) for a certain period, a load reduction scheme is formulated based on experience at time
t, adjusting the lifting weight to
mQ1(
t). If
mQ1(
t) is lower than
mQb(
t), the standard lifting weight for the crane under normal and reasonable operation, it will cause the service life after load reduction
T2 to exceed the design life
T0. In such cases, scrapping the crane in accordance with
T0 would lead to resource waste, which is classified as excessive load reduction. If
mQ1(
t) is higher than
mQb(
t), the service life after load reduction
T2 will be shorter than the design life
T0. In such cases, scrapping the crane in accordance with
T0 will lead to over-service operation, which may cause major safety accidents and is classified as insufficient load reduction.
To address the aforementioned issues, this paper proposes a load adaptive matching method, the principle of which is shown in
Figure 2. ① During the 0~
t1 period, when operating with lifting capacity
mQ(
t1), the crack propagates from
a0 to
a1. Predictive analysis reveals that continuing this load would result in a predicted service life
T1 (when carrying capacity degrades to a critical level) substantially shorter than
T0. Consequently, load recommends reduced capacity
mQ(
t1)’ <
mQ(
t1). ② Throughout the
t1~
t2 period, though users reference the recommended value
mQ(
t1)’, they adopt an overly conservative
mQ(
t2). Subsequent crack growth to
a2 yields predicted service life
T2 >
T0, necessitating reloading optimization to suggest increased capacity
mQ(
t2)’ >
mQ(
t2). ③ Iteratively, during the
tn−1 ~
tn period (
n = 3 in
Figure 2), when users adopt the lifting capacity
mQ(
tn), and it is determined that the actual service life is
Tn =
T0 as the crack propagates from
an−1 to
an, it indicates that
mQ(
tn)’ =
mQ(
tn) =
mQ(
tn−1)’.
In summary, compared with the crane load reduction schemes formulated based on human experience in the traditional scheduled inspection mode, the load adaptive matching method can explicitly provide recommended load values and offer users accurate load matching schemes. In addition, the application of a digital twin system for bridge crane load adaptive matching can minimize the discrepancy between the design life and the actual service life, thereby avoiding safety issues caused by over-service operation or resource waste resulting from premature scrapping.
3. Digital Twin Framework for Adaptive Matching of Crane Loads
Supported by the crane load adaptive matching method (see
Section 4), the 5-dimensional Digital Twin (DT) model [
22] (see Equation (1)) is introduced. Aiming at aspects such as virtual-physical mapping, data fusion and interaction, and information visualization, a method for developing a digital twin system for load adaptive matching is proposed (see
Section 5). Through the digital twin system platform, the operating status of physical entities is presented in real time. Combined with algorithms, strategies, pre-accumulated knowledge, information, data, and structural carrying capacity, it realizes real-time adaptive load matching. The specific framework is shown in
Figure 3.
where PS is physical space, VS is virtual space, SS is service system, DD is twin data, and CN is IoT connectivity.
Physical Space (PS) encompasses the operational scenarios and physical activities of cranes related to load-carrying capacity degradation. Its primary functions include operational control and real-time data acquisition. Networked sensors are installed at critical components to collect multi-source heterogeneous data, with implementation details provided in
Section 5.1, ‘(1) Physical space’.
Virtual Space (VS) serves not only as a three-dimensional mirror of the physical space (PS) of the crane but also as a carrier for simulation analyses of the operational conditions, structural load-bearing capacity, and load-matching strategies of cranes. The virtual model within the VS is an equal-proportion simulation model established based on the inherent structure, interrelationships, behaviors, and functional characteristics of the crane’s physical entity. It accurately replicates the operational status of the physical entity, enabling dynamic simulation and portrayal in terms of operational states and performance characteristics. The specific construction and mapping schemes are detailed in
Section 5.1, ‘(2) Virtual space’.
Internet of Things Connectivity (CN) facilitates data transmission and communication among the five-dimensional model components, enabling seamless data transfer and real-time state synchronization between the physical crane and its digital twin. In accordance with the ISO/OSI communication standards, the communication system of the digital twin model can be implemented using wired or wireless technologies. The detailed construction schemes and procedures are provided in
Section 5.2, ‘(1) Hardware connection’.
Digital Twin Data (DD) represents the most fundamental concept within the digital twin model framework and serves as the driving force behind it. The multi-source heterogeneous data of the crane can be classified into three categories based on their types and properties: Physical Entity Data (PED), Virtual Entity Data (VED), and Fused Derived Data (FDD) (see
Table 1). Specific construction methods are provided in
Section 5.2, ‘(2) Data Transmission and Interaction’.
Service System (SS) enables the service-oriented encapsulation of various types of information generated during the digital twin application process, such as models, data, algorithms, simulations, and results. This includes functional services that support the internal operation of the twin system in the forms of tool components, middleware, and module engines, as well as business services that meet user needs in software form. For specific implementation methods, see
Section 5.3.
4. Load Adaptive Matching Method
Based on the principle of load adaptive matching (see
Figure 2), a load adaptive matching method for bridge traveling cranes is proposed from three aspects: acquisition of fatigue life sample data, construction of a fatigue life prediction model, and construction of a load adaptive matching optimization model.
4.1. Fatigue Life Sample Data Acquisition
(1) Fatigue life sample construction
The handling path Pb of the bridge crane is determined by the moving distance of the crane Ld and the moving distance of the trolley Lx. Taking the handling path Pb, lifting capacity mQ, and crack length al as inputs, and the corresponding fatigue life (for specific calculation, see (2)) Fatigue life assessment method) as the output, a sample dataset for subsequent fatigue life prediction is constructed.
(2) Fatigue life assessment method
Data collection is performed on the service information of the crane’s physical entity, including the crane moving distance
Ld, trolley moving distance
Lx, lifting height
h, lifting capacity
mQ, as well as the corresponding bridge structure deformation
fs and measuring point strain data
(the measurement positions are shown in
Figure 4). The detailed collection scheme and process are provided in ‘
Section 5.2 Crane operation information collection module’.
During the data collection process, it is inevitable for the sensing system to encounter issues such as missing data, anomalies, and duplicates due to environmental, equipment, or human factors. Additionally, differences in sampling frequencies may lead to problems like data mismatch, massive data volume, and increased storage costs. To address these issues, based on the collected multi-source information data, data preprocessing technologies [
23] (including data cleaning, integration, and reduction) are utilized to convert them into a basic dataset that can be used for the construction of fatigue life sample data.
Meanwhile, according to the basic provisions of GB/T 30024-2020 ‘Verification of Metal Structure Capacity of Cranes’ [
24], the material of the crane is within the linear elastic range, and the stress calculation shall comply with Hooke’s Law. Thus, strain data can be converted into stress data by Equation (2):
where
E is the elastic modulus of the material, with
E = 2.06 × 10
5 MPa.
represents the microstrain, in με, and
denotes the stress time history, in MPa.
Based on the preprocessed stress time histories at measurement points, the 8-level stress amplitude spectra and mean stress spectra for corresponding points are extracted using the Stepwise Rainflow Counting Method (SRCM) [
25]. Combining with the Goodman line [
26], the stress amplitude spectra at each level are converted to obtain the stress ranges, eliminating mean stress effects (i.e., stress ratio
r = 0). This conversion can be calculated using the following expression:
where,
represents the stress range at the
i-th level after eliminating the mean stress effect, where
i = 1,2, …,8, in MPa.
denotes the stress amplitude at the
i-th level, in MPa.
is the mean stress at the
i-th level, in MPa.
is the fatigue strength of the material when the stress cycle characteristic r = −1, in MPa.
stands for the ultimate strength of the material, in MPa. For the material of bridge cranes, Q235B is usually selected, with an ultimate strength
= 400 MPa and a fatigue strength
= 180 MPa.
On this basis, the equivalent stress method is adopted, and the variable-amplitude spectrum is converted into a constant-amplitude spectrum using Equation (4), thereby achieving the equivalent conversion of stress ranges at all levels.
where,
is the equivalent stress range with the unit of MPa.
represents the number of cycles corresponding to the stress amplitude at the
i-th level.
is the damage equivalent parameter, which is usually set to 2.
As a typical welded structural component, the bridge structure of a crane inevitably has initial defects such as blowholes, slag inclusions, and poor welds during the welding process. These initial defect locations are highly likely to become crack initiation sources, and under the continuous action of variable loads, the cracks will gradually propagate until fracture occurs. To address this issue, the Paris model [
27] can be used to evaluate the fatigue life at the measuring points of the bridge structure when an initial crack
a0 propagates to any crack length
al (or critical crack
ac) under the action of the equivalent stress range. Its calculation formula is as follows:
where,
denotes the number of stress cycles at the measuring point of the bridge structure when a crack propagates from
a0 to
al under the action of the equivalent stress range
.
C and
m are material parameters for Q235B [
28];
C = 2.61 × 10
−13 and
m = 3.07 in general.
F is the geometric correction factor, which can be calculated using Equation (6).
where, c and a are the major semi-axis and minor semi-axis of the surface crack, respectively, in mm, and the specific details are shown in
Figure 4.
is the crack included angle.
Mc is the elastic correction coefficient, which can be calculated using Equation (7).
where,
w is the width of the plate with a crack, in mm.
In accordance with GB/T 41510-2020 ‘Safety Assessment Specification for Lifting Appliances General Requirements’ [
29] and GB/T 25196-2018 ‘Monitoring of Crane Design Engineering Cycle’ [
30], uncertainties in the recording and estimation of crane working loads should be considered when evaluating the fatigue life of the bridge structure. Meanwhile, it can be known from GB/T 20863.1-2021 ‘Cranes Classification Part 1: General Principles’ [
3] that the degree of heavy loading during the operation of the equipment should also be taken into account in the fatigue life assessment process. Therefore, an amplification factor and a stress spectrum coefficient are introduced into Equation (8) to correct the damage degree during crack propagation, and the modified formula is as follows:
where,
represents the corrected number of stress cycles at the measuring point of the bridge structure when a crack propagates from
a0 to
al under the action of the equivalent stress range
.
fQ is the amplification factor, which is used to account for the uncertainty in working stress records. The value of this factor is related to the recording method of operation data: if it is based on an automatic recording system or a counter,
fQ = 1. If it is based on specialized recorded process data,
fQ = 1.1.
ks is the stress spectrum coefficient, which can be calculated using Equation (9).
where,
is the stress amplitude at the i-th level, in MPa.
is the maximum value in the stress amplitude spectrum, in MPa.
4.2. Fatigue Life Prediction Based on the BO-CNN Model
To achieve accurate and rapid prediction of the fatigue life of bridge cranes, a Convolutional Neural Network (CNN) model [
31], which features high computational efficiency, good scalability, and flexibility, is introduced to train and test the crane fatigue life sample dataset. In combination with the Bayesian Optimization (BO) algorithm [
32], the key hyperparameters of the CNN model are solved. The construction process of the prediction model is as follows:
Step 1: Dataset Partitioning. The fatigue life sample dataset is divided into training and testing subsets using a 7:3 ratio.
Step 2: CNN Architecture Construction. The CNN network includes an input layer, a convolutional layer, a pooling layer, a fully connected layer, and an output layer. The input layer serves as a base layer for receiving raw data and delivering it to the hidden layer after preliminary preprocessing. The convolution operations are the core of the convolutional layer and can be performed on the data and the filter matrix (convolution kernel or filter). The pooling layer can further filter the features of the convolutional layer, thus extracting more representative feature information.
The maximum pooling method is used to select the maximum value in the local region as the output value, which can retain the most significant features. The fully connected layer comes after the convolutional and pooling layers, and the extracted features are weighted and summed by the set weights and biases, then added to the bias term. The optimizer SGDM (namely Stochastic Gradient Descent with Momentum [
33]) is applied to perform exponential weighted averaging on the existing gradients. The output layer is responsible for receiving the feature vector from the fully connected layer and delivering it to the activation function (ReLU [
34]). Ultimately, the fatigue life prediction is generated. The specific models of each layer are shown in
Table A1 of
Appendix A.
Step 3: Hyperparameter Optimization. The Bayesian Optimization (BO) algorithm is employed to optimize and solve key hyperparameters such as the regularization coefficient, number of hidden nodes, and initial learning rate during the training of the CNN model. By leveraging probabilistic models and acquisition functions, it can iteratively learn the relationship between parameters and performance with limited resources, quickly find the optimal values, and efficiently optimize the model performance.
Step 4: BO-CNN Model Performance Evaluation. The determination coefficient R
2 and the mean absolute percentage error MAPE are chosen as indicators for model evaluation. R
2 is used to react to the degree of fit between the model-predicted value and the real value of the sample, usually taken as 0 to 1. The value being closer to 1 indicates that the fitting performance of the model is better. MAPE is utilized to measure the degree of difference between the predicted values of the model and the true values of the sample. The average percentage of absolute error is taken, and the closer it is to 0, the higher the prediction accuracy of the model. The specific expressions for the above indexes are:
where,
is the true value of sample data.
is the predicted value of the regression model.
is the average of true values of sample data.
n is the number of samples.
4.3. Building a Load-Adaptive Matching Optimization Model
The load adaptive matching problem of cranes is essentially a constrained dynamic combinatorial optimization problem, with its focus on the construction of the objective function. If the difference between the design life and the sum of the already served life and the remaining life is closer to 0, it indicates a better matching between the actual service life of the crane and its design life. Therefore, the design variable is set as follows: when the crack propagates from the initial crack length
a0 to the current crack length
at, determine the lifting weight
mQ(
t) that should be matched in subsequent operations. The objective function is set to minimize the difference between the design life and the sum of the already used life and the service life achievable after load matching, which can be expressed as Equation (11).
where,
mQ(
t) is the lifting capacity, i.e., the design variable, in kg.
is the minimum difference in life.
T0 is the design life of the crane bridge structure.
Ty(
t) refers to the service life that the bridge structure has already consumed by the judgment time
t when the crack propagates from the initial crack length
a0 to the equivalent crack length
at which can be obtained using the fatigue life prediction model (see
Section 4.2).
Tf(
mQ(
t)) denotes the fatigue life that the bridge structure can still sustain after calculating with the newly matched load when the crack propagates from
at to the critical crack
ac at the judgment time
t, and it can be specifically calculated according to Equation (12).
where,
and
respectively represent the fatigue lives obtained using the fatigue life prediction model (see
Section 4.2) when the crack propagates from the initial crack length
a0 to the critical crack length
ac and to the equivalent crack length
at.
The constraint conditions refer to the limitations on lifting capacity, lifting position, and carrying capacity, which can be expressed as Equation (13).
where,
is the measuring point stress of the bridge structure under the lifting capacity
, in MPa.
is the ultimate stress of the structure, in MPa.
is the deformation of the bridge structure under
, in mm.
is the ultimate deformation of the bridge structure, in mm.
is the rated lifting capacity, in kg.
is the lifting position of the trolley when the lifting capacity is
.
and
are the left limit position and right limit position of the trolley’s lifting position, respectively.
For the above optimization model, the sparrow search algorithm (SSA) [
35] is employed to make an iterative optimization search for it, and finally the best configured load is found within the load range of the rated lifting load.
5. Method for Developing a Digital Twin System with Load Adaptive Matching
5.1. Virtual and Real Space Construction
(1) Physical space
The physical space is a crucial aspect of the digital twin system, supplying the fundamental data and physical laws required for the virtual space. As shown in
Figure 5, the lifting and handling system (i.e., the physical space) comprises the lifted cargo, the bracket, and the bridge cranes (i.e., the physical entities). The specific functional relationships are illustrated in
Figure 6. The physical entities encompass components such as an extracting device, lifting mechanism, trolley running mechanism, trolley frame, crane running mechanism, bridge structure, sensory system, communication system, electrical control system, and safety device. These constituent elements (i.e., nodal elements) are interconnected through both direct and indirect relationships. These varied connections result in mutual dependence, interaction, and constraint among the components. To clarify the inherent structure and interrelationships within the physical entities, the Interpretative Structural Modeling (ISM) approach [
36] is introduced. This method employs directed graphs to disclose the underlying structure and relationships, with detailed information presented in
Figure A1 and
Table A1 of
Appendix A.
As displayed in
Figure 6, the electronic control system is used for the independent drive of the stepper motors, which enable the lifting mechanism, crane running mechanism, and trolley running mechanism to achieve the cargo lifting and lowering as well as the horizontal and vertical translation of the crane and trolley. The trolley frame, bridge structure, and bracket play the role of load-carrying and transferring. The sensor system consists of a tension sensor, a tool-type surface strain gauge, a laser distance sensor, and a photoelectric rotary incremental encoder, which are applied to collect information such as the weight of cargo (lifting capacity), strain at the measuring points of the bridge structure, displacement of the crane and trolley, deformation of the bridge structure, and lifting height. The communication system takes care of signal generation, reception, and processing. The safety device is employed to ensure that the crane and trolley run to the safety limitation of the limit position.
(2) Virtual space
For the virtual entities in the Virtual Space (VS), geometric models, physical models, behavioral models, and rule models are established corresponding to the internal structure, relevant relationships, behaviors, and functions of the physical entities. These models interact and integrate through data and information transmission. The specific construction scheme is shown in
Figure 7.
In terms of geometric model construction, bridge cranes are a highly complex type of special crane. The virtual entity and its service scenarios need to be built according to the operation type in different service environments and the directed graphs (see
Figure A1 in
Appendix A) representing the relationships among the constituent elements of the physical entity. The specific programs are as follows: ① Based on CAD drawings, the SolidWorks software is used to build and assemble the parts or components of the bridge crane through 2D to 3D operations. The Visualize Professional plug-in is employed to render the assembled model in color and material and save it as an OBJ file. ② The service scenario for the crane is built in the Three.js environment. The WebGL renderer is created to render the 3D content of the lifting and handling system to a web page. The DOM elements of the renderer (i.e., the WebGL canvas) are embedded into the page, and anti-aliasing is enabled to improve rendering clarity. ③ The track controller of the camera is set to provide user interaction. Then the loader is instantiated, and the mtlLoader is utilized to import the obj file. The parent-child relationships among parts/components are collated to ensure their true trajectory. ④ Parallel and environmental lighting are added to make the overall scene more natural and realistic. The above steps ensure that the geometric model of the virtual entity is structurally and visually consistent with the physical entity.
In terms of physical model construction, the physical model has high-fidelity simulation and analysis capabilities and can reflect the physical properties of the bridge crane, such as its shape characteristics, running characteristics, and carrying capacity, etc. The construction process is: ① According to the service condition of cranes, the work cycle process, and load characteristics (see
Figure A2 in
Appendix A), the Simulink module of MATLAB is applied to simulate the motion process to obtain the dynamic load effect factor during the crane’s normal operation (see
Table A3 in
Appendix A). ② Based on the load combination tables specified in ISO 8686-5-2017, ‘Cranes—Design principles for loads and load combinations—Part 5: Overhead travelling and portal bridge cranes’ [
37,
38], and in conjunction with the operational rules of bridge cranes, the loads borne by the crane are combined using the dynamic load effect coefficients φ throughout the working cycle. ③ The Ansys simulation software is utilized to simulate the dynamic stress change process of the bridge structure to obtain the dynamic stress information of the mesh nodes of the bridge structure. After lightweight processing of the node information, the real-time information of the stress cloud map of the bridge structure can be obtained. Specific methods can be found in Ref. [
4].
In terms of behavioral model construction, by adding descriptions of the state transition behaviors of physical entities under external environments, operational effects, and internal factors, and combining them with the crane load adaptive matching method (see
Section 4), the dynamic evaluation of fatigue life under crack propagation and the load matching implementation plan during the working cycle of physical entities are determined.
In terms of rule model construction, it relies on crane operating rules (i.e., only one of the lifting mechanism, trolley running mechanism, or crane running mechanism is activated, while the others are prohibited from operating), crane design technical standards, and safety management knowledge to formulate new load adaptive matching rules by mining existing knowledge.
(3) Virtual and real interaction
For the mapping of real-virtual interactions (PS-VS), the sensor system of the physical entity converts the entity data collected by each sensor into historical data after the server stores them in the twin databases. This data is also transmitted to the virtual space to drive the virtual model, thus realizing ‘real driving virtual’. The canvas component in Three.js is utilized to set up sliders and buttons that control the crane, the trolley, and the lifting mechanism. The slider is used to control the forward and backward movement of the crane, the forward and backward movement of the trolley, and the raising or lowering of the lifting mechanism. Buttons are used to control the physical-to-virtual control, virtual-to-physical control, transmission information activation, running information observation, carrying capacity mapping, fatigue life monitoring, adaptive load matching, information data management, and system exit. On this basis, the results from the virtual space are fed back to the physical space using a logic control script written in Python to realize ‘adjusting the real with the virtual’.
5.2. IoT Connectivity
(1) Hardware Connection
The IoT connection scheme in the digital twin system for load-adaptive matching of bridge cranes is shown in
Figure 8. It includes four parts: a crane operation data collection module, a remote wireless communication transmission module, a cloud server storage module, and an information data application module.
The main function of the crane operation data collection module is to collect the operation information and the strain and displacement information of the bridge structure generated by the crane during normal operation. The hardware components include lifting weight sensors and display instruments used to collect the lifting load. Rotary optical encoders are applied to collect lifting heights. Laser distance sensors 1 and 2 are utilized to collect the running positions of the trolley and crane, respectively. YBM-type tool-type surface strain gauges and laser distance sensor 3 are used to collect the strains and displacements of the bridge structure, and an HD camera is employed to record the work cycle process of the crane. The DH5920N rugged data acquisition device converts analog signals collected by YBM-type tool-type surface strain gauges into digital signals through full-bridge connection and stores them in the local workstation. The ArduinoMEGA2560 control board converts the electrical signals of the rotary optical encoder into data that are then stored on a local workstation. The Modbus RTU protocol is used for data transmission via the RS-485 physical interface.
For the remote wireless communication transmission and cloud server storage module, the main functions are to upload the collected crane operation information, structural strain and displacement information, and video information of the crane working cycle to the storage space of the Ali Cloud server. During the transmission process from the local end to the cloud, the DTU module receives the local data information and then converts it via the TCP/IP protocol, and the converted data is finally uploaded to the cloud server via the 5G router. The cloud server is mainly responsible for storing, processing, and transmitting information and videos of crane operation. Users (e.g., staff) can utilize it for data analysis, prediction, and mining.
Problems such as missing, abnormal, or duplicate collected information and data caused by measurement errors or signal drift of IoT hardware during actual operation can be resolved through data preprocessing techniques, with specific descriptions provided in
Section 4.1.
(2) Data transfer and interaction
In terms of data transfer and interaction, the essence of the IoT connectivity module is to utilize the IoT communication capabilities to establish the necessary links between the modules, which can realize the interaction and integration of all elements, processes, and services related to the adaptive matching process of crane loads. To achieve fast, convenient, and efficient storage and querying of data, the MySQL database is chosen as the storage tool to establish the physical entity database PED, the virtual entity database VED, and the fusion-derived database FDD. Based on this, the parent-child hierarchical structure is applied to establish data tables within the database. Details are provided in
Table 1.
In terms of data interaction, when the sensor system senses changes in the running state of the crane, it uploads the sensor information to the server through Ethernet communication. Using the Socket communication method over the TCP/IP protocol, the currently collected data of the physical entity will be transferred to the twin databases and stored as historical data. This data is used to drive the virtual space for simulation, prediction, and evaluation, while presenting the data in a visual way on the visualization interface of the digital twin system platform (see
Section 5.4). The virtual space communicates with the server via Socket communication. The server stores the simulation, prediction, and evaluation results into the twin databases using Socket communication. The results are presented in the visualization interface of the digital twin while being called back into the physical space. The load-adaptive matching digital twin system stores fused derived data in the database at the server, which is then called and fed back to the physical space. Details are shown in
Figure 9.
5.3. Load Adaptive Matching Service
The load adaptive matching service is grounded in the phenomenon of crane load-bearing capacity degradation and is theoretically supported by the load adaptive matching method (see
Section 4). Through joint simulations using various software and leveraging the connectivity of the Internet of Things, a digital twin system for load adaptive matching of cranes is constructed to visualize and display various models, data, and results generated during the virtual-real mapping process, as well as to implement load matching schemes. It includes two categories: functional service and business service.
The functional service is the basic support for the realization and operation of business services. It includes: ① model management processes provided by the virtual entity, such as virtual scene building, 3D modeling and rendering, and presentation of mapping results. ② data management and processing provided by twin data. ③ pushing relevant predictions and matching results to operators and technicians to ensure safety during equipment operation. The business service refers to scenario monitoring services for operators and technicians and visual mapping of results related to load matching, such as the presentation of running data, crack extension dimensions, fatigue remaining life, strength margins, stiffness margins, and load adaptive matching schemes, among other data.
5.4. Digital Twin System Platform Development
Based on the framework of the digital twin system for crane load adaptive matching and taking the load adaptive matching method as the theoretical foundation, a digital twin system platform is developed through virtual and real space construction, IoT connection, and load adaptive matching services. Combined with the functional module design and in accordance with the system development process, this platform provides a digital twin system interface for macroscopic visualization.
In terms of functional module design, the digital twin system platform for bridge crane load adaptive matching includes the following modules: ① Service Process Monitoring Module: This module monitors the operation status of the crane and the virtual-physical interaction in real-time through a virtual-real synchronization approach. Meanwhile, it leverages the 3D scene roaming capabilities of three.js to enable panning, zooming, and rotation of the scene perspective. ② Monitoring Information Visualization Module: By continuously monitoring the operational state characteristics of the crane during its service life, this module promptly evaluates the fatigue life of the crane and determines the appropriate load size to match. Subsequently, it presents the quantitative results of relevant information (as shown in
Table 2). ③ Load Adaptive Matching Module: This module fully utilizes physical entity data, virtual entity data, and fused derivative data from the twin database. Combined with the load adaptive matching method for cranes (see
Section 3), it obtains adaptive load matching results for the crane during its service life from the perspective of load-bearing capacity degradation and pushes these results to the visualization interface. ④ Information and Data Management Module: Firstly, it parses and processes the data collected by the sensing system, feeds the processed data back to the logical scripts in response to these requests, and stores this data in the twin database. Secondly, it is responsible for the classification and management of physical entity data, virtual entity data, and derivative data. Thirdly, it supports querying, adding, modifying, and deleting information within the database.
In terms of the development process, the digital twin system for crane load adaptive matching needs to integrate multiple functions such as service process monitoring, carrying capacity information acquisition, fatigue life prediction, and load adaptive matching. It involves the joint development and invocation of multiple software systems and platforms. The specific development process is shown in
Figure 10, and the relevant application software programs and their versions are detailed in
Table A4 of
Appendix A.
As described in
Figure 10, SolidWorks is used to construct 3D models of virtual entities and scenes. These models are then combined with Three.js for rendering. The rendered models are loaded into the twin system interface to form a visualized virtual space. The virtual entity movement script is written using VS code, and the Python language is used in conjunction with other tools to write the communication protocol. Virtual reality linkage and other operations are implemented in the main interface of the system. The constructed 3D model is imported into Ansys-APDL for simulation and analysis of crane structural mechanics, extracting sample data of the stress/displacement point cloud. This sample data is then imported into Three.js to generate a point cloud map, which is displayed in the system interface. By combining the TCP/IP protocol and Socket communication, the information data stored in the twin databases is pushed to the system interface for real-time display. Additionally, the data is loaded into Matlab software for fatigue life assessment/prediction, load adaptive matching optimization, etc. The resultant data obtained is then transferred back to the databases for storage. Furthermore, the video screen information flow is connected to the system interface via serial communication through JavaScript scripts, enabling users to monitor the physical machine in real time.
In terms of the system platform, a system platform was established by integrating the functional module design and following the system development process. The corresponding system interface is shown in
Figure 11. This interface is structured around four major modules, featuring a functional button area and a visualization chart area. The former includes nine buttons: physical-to-virtual control (A1), virtual-to-physical control (A2), transmission communication activation (B), running data observation (C), carrying capacity mapping (D), fatigue life monitoring (E), adaptive load matching (F), information data management (G), and system exit (H). The latter includes the overall performance parameter table, cyber-physical interaction display, overall operation information table/data stream, stress/displacement mapping contour diagram, and load adaptive matching information table. Regarding the functional buttons, A is for controlling physical entities, B is for transmission communication between the virtual model and physical entities, G is for managing information data related to virtual models and physical entities, and the rest are for controlling the virtual model.
6. Experimental Case
The DQ40 kg-1.8 m-1.3 m small bridge crane is selected as the research object. It has a rated lifting capacity of 40 kg, an overall operational classification of A5, a span of 2 m, and a maximum lifting height of 1.3 m. The hardware composition of the crane is detailed in
Table A2 of
Appendix A. During its service, the picking areas are distributed from Q
2 to Q
20, while the storage area is located at Q
1 (see
Figure 12A). By utilizing the digital twin system platform for crane load adaptive matching (see
Section 5.4), functions such as service process monitoring of the crane, visualization of monitoring information, load adaptive matching, and information data management are realized. This serves to verify the feasibility and applicability of the crane load adaptive matching method and the construction method of the digital twin system, as well as the effectiveness and correctness of the system platform and its development process.
The specific verification process starts with the specific linkage process of each module as follows: ① Turn on the buttons in the sequence ‘A1 → A2 → B → G → C → D’ to enter the service process monitoring module, the information data management module, and the monitoring information visualization module. The virtual and real synchronization presentation is realized, and the operational information and cloud map information of carrying capacity are displayed in the visualization chart area. ② Turn on the buttons in the sequential order ‘E→F’ to enter the monitoring information visualization module and the load adaptive matching module. Characteristic life (design life, useful life, and remaining fatigue life), strength margins, stiffness margins, and results of load matching are given in the visualization chart area. Then, return to step ① to display the running information, stress mapping information, and displacement mapping information after load-matching.
(1) Service process monitoring
After the crane is started, when button A1 is pressed, the twin system first switches to monitoring mode. It displays the operation screen of the physical entity in real-time and uses the sensing system to acquire operation information to drive the synchronous operation of the virtual entity. When button A2 is pressed, the twin system switches to control mode. It controls the real-time operation of the virtual entity through the interface slider and drives the physical entity to maintain synchronization with the virtual entity by means of a Python logic control script. The virtual-real linkage monitoring screen is shown in
Figure 11.
(2) Monitoring information visualization
Taking the handling path Q
20~Q
1~Q
15 (see
Figure 12A) as an example, the monitoring information during its handling process is presented in
Figure 12B–F.
Figure 12B,C show the work cycle process: ① Adjust the lifting operation in the picking area (including loosening the wire rope to hang the load and resetting the perception system for balance). ② The lifting mechanism ascends 557 mm along the z-axis with the load and then stops. ③ The crane travels 970 mm along the y-axis. ④ The trolley travels 1400 mm along the x-axis to reach the storage area Q
1. ⑤ The lifting mechanism descends 557 mm along the z-axis with the load to unload it. ⑥ The crane and trolley reverse their travel directions to return to Q
15, completing one working cycle.
Figure 12D,E, respectively show the changes in deformation of the crane bridge structure and stress at measuring points during the above-mentioned working cycle.
Figure 12F describes the characteristics of the running information at the moment t = 200 s.
In addition, for the above-mentioned working cycle process, the carrying capacity mapping was completed through finite element simulation (with Q235 steel as the material and a mesh element size of 4 mm), and the overall structural stress cloud diagram (
Figure 13A) and deformation cloud diagram (
Figure 13B) were obtained. As can be seen from the cloud diagram information, both the maximum stress and maximum deformation are less than the ultimate stress of 213.63 MPa and the ultimate deformation of 1.5 mm. This cloud diagram information intuitively reflects the carrying characteristics of the bridge structure.
(3) Load adaptive matching
Taking the handling path Q20~Q1~Q15 as an example, the ‘E → F’ buttons are clicked in sequence via the twin system to perform adaptive matching of the lifting load during the crane’s service. The relevant results are shown in
Figure 14.
The surface mapping relationship among the lifted load, crack length, and the number of fatigue life cycles can be observed from the fatigue sample data, as illustrated in
Figure 14A. Upon clicking the ‘E’ button, the system automatically predicts the consumed service life under the handling path from Q
20~Q
1~Q
15. As shown in
Figure 14B,C, when the lifted load is 10 kg and the crack propagates from 0.5 mm to 0.8 mm, the predicted consumed service life is 2.002 × 10
7 cycles, and then the remaining fatigue life (4.998 × 10
7 cycles) is equal to the difference of design life (7 × 10
7 cycles) and useful life (2.002 × 10
7 cycles). Based on the calculated remaining fatigue life of 4.998 × 10
7 cycles, the initial recommended load is determined as
P1 = 10.2 kg, However, the user’s actual applied load
P1* = 11.2 kg exceeds
P1. Under
P1*, the fatigue crack propagates to a length of 0.8 mm, at which point the updated remaining fatigue life is recalculated as 4.075 × 10
7 cycles. A second load recommendation,
P2 = 9.93 kg, is generated based on this revised lifespan. The user applies
P2* = 10.8 kg, again exceeding
P2. Continued loading under
P2* until the crack extends to 1.1 mm results in a further reduced remaining fatigue life of 2.508 × 10
7 cycles. For the third iteration, the recommended load is adjusted to
P3 = 9.8 kg. In this case, the user’s applied load
P3 = 9.8 kg falls below
P3. Subsequent crack propagation analysis under
P3* is performed iteratively. When the crack length reaches 1.7 mm, the cumulative service life reaches 6.799 × 10
7 cycles, with a remaining fatigue life of 2.005 × 10
6 cycles. At this stage, the fourth load recommendation,
P4 = 14.23 kg, is derived and transmitted to the system interface (
Figure 14D) for operational guidance.
(4) Information data management
During crane operation, sensor data from the physical environment is transmitted via serial port communication to a local server and subsequently uploaded to the database. Taking the material handling path Q
20~Q
1~Q
15 as an example, clicking the ‘Information Data Management’ button initiates a connection between the system platform and the database. Upon successful authentication, sensor data is retrieved and displayed in real time (
Figure 12F). Furthermore, the sensor data is fed into logic scripts to drive the motion of the virtual entity within the digital twin framework. Both the virtual entity’s operational data and derived data are pushed to the system platform for visualization (
Figure 14D). Concurrently, these two categories of data are transmitted back to the database for categorized storage and management. This enables comprehensive data operations, including creation, deletion, modification, and querying (
Figure 15).
After the step-by-step verification throughout the above four modules, the results show that: the crane load adaptive matching method and the digital twin system development method are feasible and applicable, and the effectiveness and correctness of the system platform as well as the development process have also been effectively verified.
8. Conclusions
(1) A method for constructing a digital twin system oriented toward load-adaptive matching of bridge cranes is proposed, which can dynamically and adaptively adjust the mass of the lifting load while monitoring the service state of the cranes. The gap between the fatigue life and the design life of the crane is eliminated or minimized to avoid the phenomenon of ‘early retirement’ or ‘over-service’. Compared with the load reduction program of cranes under the traditional fixed-inspection mode, the method clearly gives the recommended mass of lifting load, which provides users with a more accurate load matching. This also provides a new method and strategy for the continued use of damaged cranes in terms of load reduction.
(2) A load adaptive matching optimization model is constructed, and a corresponding digital twin system is built simultaneously. Taking the DQ40 kg-1.8 m-1.3 m bridge crane as the experimental object, based on the path independence principle, the design life parameters corresponding to different paths are set. With the help of the proposed digital twin system, the experimental process verification of load adaptive matching is realized.
This method has achieved significant results in addressing cranes’ ‘early retirement’ or ‘over-service’ issues. It also shows broad prospects in fields like safety management and resource utilization improvement, with substantial theoretical significance and practical value for inspection and monitoring institutions as well as users. Its core lies in digital technology, which enables dynamic matching between actual service life and design life throughout the full life cycle. However, there is still room for further improvement and upgrading in terms of technical precision, targeting, quantitative basis, and applicability of this method. Future efforts can focus on three aspects: First, relying on multi-physics field theoretical modeling and high-precision mechanical property analysis, key components and core structural parts are accurately identified. Data mining algorithms are used to extract features from full-life-cycle operation data, and combined with deep learning, a dynamically updated life prediction model is built to precisely locate critical components requiring focused attention. Second, by deepening the integration of prediction technologies, in-depth integration of multi-scale prediction technologies is realized in the digital twin system. The simulation accuracy and response timeliness of the digital twin environment are continuously iterated and upgraded, thereby achieving refined upgrading of the system. Third, reliability assessment methods serve as the quantitative basis for narrowing the gap between design life and actual service life. Through multi-field expansion, multi-factor coupling, long-term monitoring, and big data analysis, broader propositions regarding eliminating fatigue and the gap between designed and actual life are further explored and verified.
The core achievement of this study is the realization of real-time monitoring of service status and dynamic adaptive adjustment of loads, providing a digital solution to eliminate the gap between cranes’ actual service life and design life. Since monitoring changes in crane crack length is a lengthy process, this paper uses the DQ40 kg-1.8 m-1.3 m overhead crane to verify the method’s feasibility. However, the method’s architecture (digital twin system and load adaptive matching method) has the potential to be migrated to industrial-grade bridge cranes (e.g., large-tonnage bridge cranes commonly used in ports and factories). Currently, we plan to collaborate with industrial enterprises and port terminals to conduct engineering verification in actual scenarios such as 100-ton industrial bridge cranes. The focus will be on evaluating its effect on extending crane life (compared with traditional fixed load schemes) and economic benefits, while continuously optimizing the system. The versatility of this technical framework lies in that the digital twin system can adapt to structural models and sensor configurations of different cranes, and the adaptive algorithm can handle various load spectra. Thus, its applicability is not limited to overhead cranes. For mobile cranes, tower cranes, and jib cranes that also face fatigue life management challenges, popularization and application can be achieved simply by adjusting model parameters according to their structural characteristics and working conditions, showing broad prospects.