1. Introduction
The wind energy required to power wind turbines is currently considered a renewable energy source that is completely free and inexhaustible. It is widely available, therefore delivering it to wind turbines does not require arranging a supply chain, as is the case with fossil fuels. The generation of wind energy does not release harmful carbon dioxide, sulfur oxides, or other pollutants into the atmosphere. It is a pure and cheap source of energy that, thanks to its virtually global reach, helps remote or hard-to-reach populations to access electricity. Nowadays, the share of renewable energy in the fuel market, especially wind and solar energies, continues to grow strongly. According to statistical data [
1], renewable energy accounted for 13% of the total global power generation in 2022. On the other hand, in 2021 it grew by 17% and accounted for more than half of the increase in global electricity production over the past two years. Comparing the contribution of wind power capacity to the overall electric power produced in a country or region, the same report referred to 2021 indicates the following shares: 47.8% in Asia Pacific with 39.9% in China, 28.2% in Europe, 18.8% in total North America, and 13.1% in the rest of the world.
Wind turbines with horizontal axis (HAWTs) [
2,
3] are currently the most popular wind turbine design. Rotors with a horizontal axis convert the kinetic energy of the wind into mechanical work, using part of the power of the air stream to drive various types of machines and devices. If the powered machine is an electric generator, then the wind turbine or several wind turbines grouped together are called a wind power plant. Nowadays, the most technologically advanced wind turbines are those with a nacelle containing a rotor consisting of blades mounted radially in a hub, a gearbox and a shaft housed on bearings and connected to a generator. The nacelle is mounted pivotally on a tower or mast, along with a device to control the speed of the rotor, as well as a self-adjusting system for wind direction. The blades set on the shaft drive the wind turbine generator, and the gearbox regulates the speed of the generator depending on the speed of the rotor, which movement is forced by the wind force. Therefore, the efficiency of the rotor is mainly related to the shape of the blades [
4]. The most common solution of HAWTs, for both high, medium, and low power, is the three-bladed rotor design with airfoil-shaped cross sections, as shown in
Figure 1a.
This shape provides the rotor blades with adequate aerodynamic properties and is directly related to the lifting force that is created when the pressure on the lower part of the airfoil is greater than on the upper part. In general, the wind rotors’ aerodynamic efficiency is mainly affected by the shape of the blades and the speed ratio
Z given by the following equation:
where
ω stands for the rotor angular velocity [rad/s],
R is the rotor radius [m], and
W stands for the wind speed [m/s]. HAWTs are high-speed turbines, which require the use of additional mechanisms to protect against reaching critical rotor speed. For example, the rotor axis or the blades change the angular position depending on the wind speed to reduce the drag force. The three-blade HAWT achieves the best use of the energy of the air stream, making this type the most popular [
5].
The rapid development and great success of wind turbines with horizontal axis in the wind power industry has also contributed to the increasing development of wind turbines with vertical axis (VAWTs) [
6]. An example of the VAWT turbine is shown in
Figure 1b. Despite higher wind power utilization rate, wind turbines with vertical axis represent a minor share of installations in operation today. The reason for less interest in this type of structure is mainly the load occurring during rotor rotation. The vertical axis of the rotor is subjected to periodic bending that changes over time. The frequency of changes in the load on the vertical axis of the rotor results from its rotation frequency. In the field of external forces resulting from the influence of wind and gravity, gyroscopic effects are created and, as a result, the rotor rotation axis cannot reach the position of dynamic equilibrium [
7]. Vertical axis wind turbines are not as expensive to build and operate as horizontal axis wind turbines. Despite this, they have not become that common, mostly because of the limited speed and their low efficiency [
8,
9]. The three basic designs of VAWT are: Darrieus, Savonius, and H-type rotors [
10,
11,
12]. The Darrieus rotor patented in 1931 has two thin arc-shaped blades that rotate around the vertical axis. The rotor design is simple, but with a low starting torque. It was modified several times in the following years, including the use of an additional rotor as a starting motor [
13]. The authors of Ref. [
14] proposed a Darrieus multi-turbine system in which the coupled rotors meshed with each other. The authors found that such an arrangement improved the efficiency of a single rotor. An overview of the Darrieus rotors development and their applications was described in Ref. [
15]. In turn, the authors of Refs. [
16,
17] focused on practical applications of the Darrieus rotor, which was the application of such a rotor in wind or hydro microgenerator.
The starting torque of the Darrieus rotor is practically zero, therefore an additional drive is required for starting [
18,
19]. As an auxiliary drive for starting the Darrieus rotor, an electric motor or a secondary rotor of a different design that provides high starting torque, such as the Savonius rotor, can be used. This rotor consists of two curved blades arranged in a S-shape. There is usually a gap between the blades of 10% to 15% of the rotor blade diameter [
20]. Refs. [
21,
22,
23] present research on how to obtain a more uniform static torque coefficient or the possibility of improving the power factor with respect to the basic Savonius rotor or its improved forms.
Combining the structural and aerodynamic advantages of several different turbines, the other modified designs of wind turbines can be obtained. For example, the TURBY’s turbine [
24], which is a modification of the Darrieus turbine and is designed for operation on the roof of a building. Blades of the rotor, which are mounted obliquely, make it possible to use the energy of wind acting both horizontally and at different angles. Other examples are the H-Darrieus turbine [
25] or the spiral wind turbine [
26]. These designs provide uniform operation for any wind direction and are quiet. One of the main advantages of VAWTs is that there is no need to use a wind direction adjustment system, and the design of the rotors and the mechanical and electrical equipment used in these turbines is less complex than for HAWTs.
1.1. A Carousel Wind Rotor Design
An alternative to the above designs of vertical axis wind rotors is the carousel wind rotor presented by Ryś in study [
27]. The kinematic diagram and cross-sectional view of this rotor is presented in
Figure 2 and
Figure 3. A planetary gear is the main component of the carousel wind rotor, which is connected with the vertical drive shaft and three blades. The blades should be properly balanced to minimize the resistance on the bearings during operation. Their planetary motion is synchronized by a gearbox with a gear ratio of 1:2. The blades rotate at half speed and in the opposite direction to the direction of rotor rotation. A self-adjusting system determines the angular orientation of the rotor with respect to the wind direction. The self-adjusting system is directly coupled to a worm gear located under the rotor housing. The gear ratio causes the blade surfaces to work alternately. Therefore, the blade profile must have point symmetry. One of the typical features of the carousel wind rotor is the large starting torque, which is forced mainly by the drag force, and less by the lifting force acting on the blades. Another characteristic feature of the carousel rotor is the low speed of the turbine. Due to the kinematics of the gearbox, the rotor reaches and maintains maximum speed despite the increasing wind speed. The kinematic diagram of the carousel wind rotor is shown in
Figure 2a, whereas its cross-sectional view is shown in
Figure 2b. The carousel wind rotor consists of: at least three blades (7) mounted on vertical pins (10) and coupled with gears z2; a rotor mast (9); a rotor (1) coupled to the drive shaft (5) and rotating relative to a stationary housing (2); a sleeve (4) mounted in the housing with a bearing; the blades axles (6); the planetary gearbox (8) with a gear ratio (z1/z2) of 1:2; and a worm gear (3) to attach the self-adjusting system to the wind direction. A full-scale physical model of a carousel wind rotor built to verify the movement of the blades, positioned by a planetary gear, is shown in
Figure 3.
The gear ratio determining the position of the blades during operation and the profile of the blades are of great importance in determining the most favorable design parameters of the carousel wind rotor. A gear ratio of 1:2 was assumed in this study, and the main focus was on the comparison of blades with single and dual coherent cross-sections.
1.2. Movement of a Carousel Wind Rotor Blade
Diagrams presenting the movement and external forces associated with a single blade, using a dual coherent cross-section as an example, are shown in
Figure 4a,b. When considering the SC blade, the angular positions for each step are analogous. The
x,
y coordinate system is a global coordinate system with the origin corresponding to the rotor’s axis of rotation. In turn, the
η,
ξ movable coordinate system is related to the blade. The forces
Px,
Py and moment
Mz, shown in
Figure 4b, are related to the
x,
y coordinates. The magnitude of these three loads is directly influenced by the wind speed
W. The change in wind direction is determined by two angles:
β, which is the angle describing the action of the wind relative to the rotor, and
γ, which is the angle of the wind attack on a single blade (γ = α/2).
During turbine operation, the blades move around the rotor axis under the action of the wind. The planetary gear determines the angular position of the blades. The appropriate planetary gear ratio should be selected to provide the most advantageous blade position relative to the wind direction. The most preferred position for easy rotor starting is A7, for which β = 0. The range of angular positions between A4 and A10 provide effective operation of the blade. In contrast, the range of angular positions between A10 and A4 results in low aerodynamic drag even though the blade passes upwind. The planetary motion of the blade, forced by a gearbox with a ratio of 1:2, causes the blade cross-section to rotate by 180° during a single cycle of the blade. The single cycle is a movement around the rotor axis starting at position A1 and returning again to position A13. In consequence, the blade reaches the starting position every second cycle.
3. Results and Discussion
The example results of CFD analysis both for the single coherent and the dual coherent blades are shown in
Figure 16 and
Figure 17. The examples of velocity and pressure distributions are presented for the angle of the wind attack γ = 40° to illustrate and compare airflow around the single and dual coherent blades. The main visible difference in the velocity distributions is the effect of the gap between the blades in the dual coherent blade cross-section. The gap affects different speed distribution and pressure distribution.
Despite the locally visible higher pressure values for the dual coherent blade, no such significant aerodynamic effect was observed for any angle of the wind attack. In the case of the dual coherent blade, the effect of the wind creates mainly the drag force. In contrast, for the single coherent blade the significant aerodynamic effect caused by the lift force occurred in the range of the wind angle γ = 0° ÷ 40°. The differences in results for single and dual coherent blade cross-sections were discussed in detail by the analysis of forces and moments in the following paragraphs.
3.1. Comparison of Aerodynamic Loads Acting on the SC and DC Blades
Detailed results of the CFD simulations and experimental tests relating to the aerodynamic loads acting on the single blade of the wind rotor, with respect to the wind attack angle γ, are presented in
Figure 18,
Figure 19 and
Figure 20. Some differences between experimental and simulation data may result from simplifying assumptions made for the numerical analysis. These included the following: not considering surface condition in the finite element model, which can change the location of airflow separation, and consequently affect aerodynamic loads; adopting a 2D model for CFD calculations; assuming wind speed as an average value from the wind profile, and assuming average turbulence intensity, which can cause differences in the maximum aerodynamic forces.
Comparing the results of aerodynamic drag
Px, shown in
Figure 18, it can be noticed that for the range of the wind attack angles
γ = 0°÷90° (range I–II), the dual coherent blade generated significantly higher drag than the single coherent blade. The higher drag is advantageous for this angle range to obtain the higher propelling torque.
In turn, considering the wind attack angle γ = 90° ÷ 135° (range III), the drag obtained for DC blade was lower and therefore disadvantageous for that angle range compared to the drag obtained for SC blade, because the blade moved downwind. Concerning the wind attack angle γ = 135° ÷ 180° (range IV), the DC blade provided low and almost constant value of the drag, which was lower than 5 N. Low drag values in this range are preferred because the blade returns upwind to its starting position.
Comparing the results of the lift force
Py, shown in
Figure 18, it can be noticed, that higher values occurred both for single and dual coherent blades, when considering the wind angles of attack
γ = 0° ÷ 90° (range I–II). In accordance with the diagram presented in
Figure 4a and related
x,
y coordinate system, higher values of the lift force
Py, for in the range I–II have a positive effect on increasing the propelling torque. Considering the values of the wind angles of attack
γ = 90° ÷ 180° (range III–IV), lower
Py values in the range from 0 to around -7 N were obtained for the DC blade. In contrast for the SC blade, the values of the lift force
Py ranged from about −15 N to −10 N and had a better effect on increasing the starting torque. The effect of higher lift force
Py is advantageous for generating propelling torque, especially when the blade moves upwind, and the drag force does not occur.
The small values of aerodynamic torque
Mxy were obtained throughout the whole I–IV range, as shown in
Figure 20. Aerodynamic torque has a minor impact on the torque generated by the entire turbine. The main influence on the total propelling torque is caused by
Px and
Py aerodynamic forces. Aerodynamic torque
Mxy is generated by airflow around the airfoils. Although the presence of aerodynamic torque is beneficial, its importance for the overall turbine performance is relatively low because the drag force effect dominates.
3.2. Example of Calculating the Propelling Torque
Based on the data obtained from experimental tests and CFD analysis, it was possible to calculate the starting torque of the carousel wind rotor. In accordance to
Figure 11, the single blade was affected by aerodynamic drag
Px, lift force
Py, aerodynamic torque
Mxy and by loads associated with the blade
Rη,
Rξ and the torque
Mηξ in movable coordinate system
η,
ξ associated with the blade. The associated forces and torques can be calculated using the following formulas:
The following assumptions were accepted for calculations: the rotor included three blades; the rotor radius
R = 1.5 m; the wind angle
γ =
α/2; the peripheral speed
V0 = 0, and the angle
β = 0. In accordance with
Figure 4a, the total propelling torque for one blade
M1(αs), depending on the angle of the rotor rotation α(αs) is given by following equation:
The resultant torque for all rotor blades
MIII(αs) related with
η,
ξ coordinates is the sum of the torques for three rotor blades
M1(αs),
M2(αs), and
M3(αs) as a function of the rotor rotation angle α(αs). The total torque for all rotor blades can be written as follows:
The calculations were conducted using data obtained from experiments. The obtained rotor torque values can be used to estimate the maximum rotor peripheral speed, which will no longer increase with the increasing wind speed. The total propelling torque depending on the position of the blade is presented in
Figure 21a,b both for the single and dual coherent blades. Since the carousel wind rotor is equipped with self-adjusting system, the blades reach positions A1 for 0° and A7 for 180° in accordance with
Figure 4a.
The average total torque MIII(αs) for the rotor with three single coherent blades was equal to was 43.7 Nm. In turn for the rotor with three DC blades it reached the value of 41.3 Nm. Comparing these average values, it was concluded that the rotor with single coherent blades generated 5.5% higher total propelling torque. However, it should be noted that despite the higher average total torque for the rotor with SC blades, there were locally larger deviations from the average value of total torque. This means that this rotor operated less smoothly than the rotor with dual coherent blades. The maximum value of total propelling torque was 47.8 Nm for the rotor with SC blades and 44.6 Nm for the rotor with DC blades, which was 6.7% less.
In addition, for the rotor with SC blades, higher torque values were obtained for the ranges of α(αs): 20–80°, 140–200° and 260–320°, and mainly the lift force was generated. In contrast, for the rotor with DC blades, higher torque values were obtained for the ranges of α(αs): 80–100°, 200–220° and 320–340°, and the drag force was dominated. An analogous analysis can be performed for turbines with various numbers of blades.
4. Conclusions
Two types of blades were compared for the application in the vertical axis carousel wind rotor. These were blades with the single and dual coherent cross-sections. Real-scale physical models of both blades type were made and experimentally tested in the aerodynamic wind tunnel. To validate the results, at the same time, two-dimensional discrete models of blades cross-sections were prepared. The CFD numerical analysis was then performed considering the same cases and boundary conditions that were accepted in experiments.
The obtained results of aerodynamic forces and aerodynamic torques were first compared by considering a single blade. Based on the obtained results, it was concluded, that the dual coherent blade provided more advantageous, higher aerodynamic drag Px when moving downwind, and also more advantageous, lower lift force Py when moving upwind. The aerodynamic torque Mxy was also concluded to have a minor effect on the total torque, which was generated by the aerodynamic forces acting on the corresponding rotor radii.
However, the design of a vertical axis carousel wind rotor assumes that there are at least three identical blades in the system. Therefore, in the last step of the comparison, the total starting torque MIII(αs) was calculated for the example of the vertical axis carousel wind rotors with three SC and DC blades in the system.
It was concluded, that for the above configurations, the rotor with three SC blades can generate slightly higher maximum starting torque than the rotor with three DC blades, but at the same time, a greater variation of starting torque as a function of wind angle is observed for SC blades. The rotor with three DC blades involved mainly the drag force in contrast to the rotor with three SC blades, which also involved the lift force to a greater extent. Despite the rotor with DC blades obtained greater values of the drag forces on the blades, the rotor with SC blades obtained a greater starting torque.
The obtained results can be useful in designing vertical axis carrousel wind rotors with self-adjusting system. The findings presented in the article may be particularly useful in related research aimed at optimizing the shape of vertical axis wind turbine blades. Further research on designing and comparing blade geometries dedicated to a vertical axis carousel wind rotor will address the optimization of cross-sectional dimensions to achieve higher and more uniform total torque as a function of the number of rotor blades.