1. Introduction
Wind energy has been harnessed for centuries, yet fossil fuels became the dominant source post-industrialization. The International Energy Agency estimates that coal, natural gas, and oil will deplete in 139, 49, and 54 years, respectively[
1]. As environmental concerns over fossil fuels grow, transitioning to renewable energy sources like wind, solar, and nuclear is crucial for sustainability. Policy support for reducing greenhouse emissions is boosting wind energy's popularity as shown in
Figure 1. In 2022, onshore wind energy costs fell to USD 0.033/kWh, making it much cheaper than fossil fuels, while offshore wind costs slightly increased to USD 0.081/kWh [
2]. Advancements in Horizontal Axis Wind Turbines (HAWT) and Vertical Axis Wind Turbines (VAWT) are driving renewable energy progress, with HAWTs enhancing large-scale efficiency and VAWTs improving urban adaptability.
An essential factor in decreasing energy costs in the wind turbine sector is the advancement of airfoils with optimized aerodynamic characteristics. The design of these airfoils is essential for optimizing energy output and overall efficiency, particularly as wind farms mature. Contemporary wind farms exhibit a decline in power generation over time, with capacity factor reductions between 10% and 15% relative to initial manufacturer forecasts [
4]. The losses are largely ascribed to airfoil deterioration, heightened surface roughness, and alterations in aerodynamic performance resulting from wear and environmental exposure. Consequently, improving airfoil designs is crucial for sustaining energy output, minimizing operational expenses, and prolonging the lifespan of wind turbines. Optimizing wind turbine blades involves fine-tuning factors like airfoil shape, chord length, thickness, and twist angle distribution [
5].
In recent years, the optimization of airfoil shapes has been a central emphasis in enhancing aerodynamic performance, especially regarding renewable energy. Diverse methodologies have been investigated to enhance airfoil designs, encompassing gradient-based methods and sophisticated evolutionary algorithms. For example, the reshaping of airfoils by parameterization approaches like as PARSEC and CST, in conjunction with these algorithms, has produced encouraging outcomes in improving lift and overall aerodynamic efficacy. Notably, a gradient-free method [
6] using the Differential Evolution algorithm achieved a 99.8% reduction in drag-to-lift ratio. Additionally, the S809 airfoil was successfully reshaped using PARSEC and a Nash equilibrium genetic algorithm[
7], yielding optimal results on the Pareto front. This research [
8] series optimized airfoil chord lengths and twist angles using Bezier curves, a MATLAB GA optimizer, and NREL's FAST Framework, significantly enhancing AEP and reducing costs for the NREL 5MW and a custom turbine.Subsequent studies [
9] used a GA with CST and PARSEC methods, and XFOIL calculations, to significantly increase lift coefficient and lift-to-drag ratio, enhancing wind turbine blade design. Another study [
10] optimized NREL S-821 and RAE-2822 airfoils using CST parametrization and a MATLAB-based GA, alongside the panel method, leading to significant enhancements in lift-to-drag ratios, validated by XFOIL, NREL data, and complemented by CFD analysis. Research [
11] utilized CST parametrization with a MATLAB GA, incorporating fitness estimations from Hess-Smith panel method and XFOIL, validated using Ansys-Fluent, to develop an airfoil with superior aerodynamic attributes. In addition of that , this study [
12] employs Bézier curves to generate airfoil polar points, utilizes XFOIL as a flow solver, and implements a genetic algorithm in MATLAB for optimization, resulting in a newly optimized airfoil shape that produces greater lift compared to the original design, with additional flow analysis conducted using ANSYS Fluent. Subsequently, a study [
13] introduced a machine learning-based algorithm combining CST with XFOIL for improved lift-to-drag ratio optimization, demonstrating superior convergence and performance over conventional GA methods. Furthermore a multifidelity local search algorithm using manifold mapping (MM) efficiently simulated high-fidelity models with low-fidelity ones, drastically reducing computational demands. Tested against transonic flow problems, it performed comparably to the gradient-based SLSQP but proved more cost-effective and scalable, despite a slight increase in drag count [
14] . Additionally, a novel approach introduced a deep learning-based surrogate model, combining CST and Latin hypercube sampling, to optimize rotor airfoil aerodynamics and minimize dynamic stall, leading to significant improvements in drag and moment coefficients while enhancing lift [
15]. One study[
16] applied the CST technique and a modified XFOIL panel code with a derivative-free Covariance Matrix Adaptation Evolution Strategy to design airfoils for megawatt-class wind turbine rotor blades, achieving equal or improved performance compared to Delft University designs. Lastly, the optimization of the NACA 4412 airfoil was conducted using genetic algorithms and particle swarm optimization in MATLAB, with cubic spline, PARSEC, and CST methods for parameterization, while XFOIL served as the flow solver, and CFD simulations using ANSYS FLUENT validated the results, focusing on maximizing lift and minimizing drag [
17]. A notable study [
18] introduced a fast, interactive design framework for airfoil aerodynamic optimization, employing a B-spline-based generative adversarial network and various neural network models to predict aerodynamic responses, achieving results that closely align with traditional CFD methods while significantly reducing computation time to just seconds .
High-fidelity aerodynamic shape optimization (ASO) models rely on complex, non-linear Partial Differential Equations (PDEs) essential for both 2D and 3D optimizations. One major challenge in this area is the accurate differentiation of these PDEs, which often limits research in gradient-based high-fidelity ASO. Despite their computational demands, high-fidelity models offer highly accurate predictions, making them essential for applications where even small shape changes significantly impact performance, such as in aerospace engineering and airfoil design. Recent advances in ASO research have shifted towards incorporating evolutionary algorithms and machine learning (ML) techniques, diverging from traditional gradient-based methods. For example, one study [
19] utilized a multi-objective Genetic Algorithm (MOGA) integrated with FLUENT software’s Reynolds-Averaged Navier-Stokes (RANS) equations for airfoil optimization, which resulted in notable improvements in both lift and lift-to-drag ratios. Another study [
20] employed a continuous adjoint method coupled with CFD to explore the influence of turbulence models on NACA 0012 and DU 93-W-210 airfoil shapes. This study successfully optimized the airfoils by increasing lift coefficients by 20% and reducing drag by 3%, achieved through the use of spline control points.
Furthermore, morphing trailing edge optimization using free-form deformation parameterization was examined in [
21] , revealing that an optimal number of control points is crucial for avoiding wavy deformations and enhancing optimization accuracy. In my research, I solve RANS equations with a Spalart-Allmaras turbulence model, applying a gradient-based optimization algorithm and adjoint method to calculate necessary derivatives. Similar to previous research [
22], this approach achieved an 8.5% reduction in drag through single-point optimization, while considering lift, pitching moment, and geometric constraints. Moreover, multi-point optimization was used to ensure realistic designs, resulting in drag values within 0.1 counts of each other across various conditions.
Additionally, another pivotal study [
23] focused on transonic aerodynamic shape optimization of the Common Research Model (CRM) wing benchmark, addressing both computational intensity and design sensitivity. This research employed six benchmark optimizations, ranging from single to nine-point cases with 768 variables, ultimately achieving a 7.5% drag reduction for single-point designs and enhanced robustness for off-design conditions in the nine-point cases. Finally, recent work [
24] developed an efficient discrete adjoint framework for shape optimization using OpenFOAM, effectively applying this method to UAV and car designs, reducing drag by 5.6% and 12.1%, respectively.
This research employs an innovative methodology that integrates Free-Form Deformation (FFD) with computational fluid dynamics (CFD) and the adjoint technique, employing the numerical flow field solver and SLSQP optimizer for the optimization of airfoil shapes. The principal benefit of this technique is its capacity to effectively investigate the design space while maintaining high accuracy in aerodynamic forecasts. In contrast to earlier techniques that frequently depend on surrogate models or evolutionary algorithms, our methodology enables direct gradient-based optimization, markedly improving convergence rates and the accuracy of optimum designs. Furthermore, utilizing the adjoint technique enables the rapid computing of sensitivities concerning various design factors, effectively mitigating the scalability and accuracy deficiencies commonly found in conventional optimization frameworks. This feature facilitates a more comprehensive investigation of the parameter space, resulting in enhanced aerodynamic performance and enabling the design of airfoils that satisfy the requirements of contemporary renewable energy applications. Collectively, these research exemplify the incremental amalgamation of evolutionary algorithms, machine learning, and computational fluid dynamics in enhancing aerodynamic optimization, indicating the possibility for substantial advancements in airfoil design efficacy.
This study is organized as follows.
Section 2 describes the methodology for airfoil shape optimization, including the use of Free-Form Deformation (FFD) for parameterization, mesh generation and deformation processes, the CFD solver, the discrete adjoint method, and the SLSQP optimization algorithm.
Section 3 presents and discusses the results of the numerical flow field CFD solver validation, as well as the findings from both single-point and multi-point optimization. Finally, the conclusion summarizes the key insights of the study.
2. Methodology
This section provides a brief summary of the components within the optimization framework, as illustrated in
Figure 2 using an extended design structure matrix (XDSM) diagram[
25]. The study employs a sophisticated framework designed for high-fidelity aerodynamics and structural optimization, utilizing a direct design approach to iteratively refine airfoil shapes, as depicted in the workflow represented by the XDSM diagram.
The optimization process initiates with the assignment of initial design variable values, x(0), to the optimizer ,which then updates the surface mesh using the surface deformation module in every iteration except the first iteration and computes its analytical derivatives in relation to the design variables expressed as dxs/dx ,followed by volume deformation module modifying the volume mesh and determining its derivatives in relation to the surface mesh changes, notated as dxv/dx , while the flow solver processes flow states denoted as wrelayed to the adjoint solver to calculate the total derivative, culminating in the determination of the objective function f and its derivatives df/dx by the optimizer, with surface and volume deformation steps being quick and explicit and flow and adjoint solver steps being iterative and time-consuming , typically involving about o(102) major iterations, setting a fundamental minimum for the count of CFD solutions and mesh updates required, with each major iteration including additional CFD solutions.
2.1. Geometry Parameterization
The geometry of wind turbine airfoils plays a critical role in the overall performance and efficiency of rotor systems. Among various airfoil designs, the S809 airfoil stands out as a key contributor to advancements in wind turbine technology, particularly within the framework of NREL Phase VI Rotor. This airfoil is specifically engineered to optimize laminar flow, achieving a thickness of 21%, which significantly enhances aerodynamic efficiency.
As illustrated in
Table 1 and depicted in
Figure 3, the S809 airfoil features a carefully designed tapered and twisted geometry, which is instrumental in maximizing the effectiveness of the rotor's two-bladed configuration [
26,
27]. Its design principles have been applied consistently in NREL's Phase II, III, and VI (HAWTs), demonstrating its pivotal role in enhancing blade performance throughout their operational length [
28]. In light of these attributes, this subsection delves into the geometric parameterization of the S809 airfoil, examining its implications for rotor design and performance optimization in contemporary wind energy systems.
In shape optimization, particularly for airfoil design, geometry parametrization is essential and challenging. The free form deformation (FFD) technique, introduced by Sederberg and Perry [
30], is employed to translate design variables into actual geometric changes. It involves applying a grid structure over the object, where modifications to the grid's control points result in the object's indirect deformation as shown in
Figure 4. (a) which will be our work on this paper. The FFD volume captures alterations in geometry instead of the geometry itself, leading to a streamlined and concise collection of design variables for the geometry, simplifying the manipulation of intricate shapes.It is straightforward, concise, and effective, with readily calculable analytical sensitivity derivatives suitable for gradient-based optimization techniques.
The subsequent step integrates the method to generate geometry parametrization, constraints, and utility functions for geometry manipulation, particularly notable for its capacity to compute derivatives for all parametrization methods and constraints, as depicted in
Figure 4.(b) , where the airfoil section is molded by adjusting 20 FFD control points, distributed evenly between the upper and lower surfaces, thereby yielding 40 variables for shaping the airfoil
2.2. Mesh Generation and Deformation
Before proceeding with the optimization process, mesh generation and deformation are key components in modern CFD applications. It is essential to generate the volume mesh for the baseline S809 airfoil which involves growing or extruding the mesh in successive layers from an initial surface or curve until it extends sufficiently away from the original surface, resulting in the meshing of the entire space surrounding the geometry, as shown in
Figure 5.
As shown in
Figure 5.b, the O-grid hyperbolic structured mesh generator [
31] has superior resilience and convergence speed compared to C-grids. These meshes exhibit exceptional accuracy near edges and demonstrate efficacy under stress situations, provided the spacing is constant. Although there are concerns with element orthogonality in wake regions and numerical instabilities at narrow trailing edges, these problems may often be mitigated by using blunter or rounder trailing edges. The generator demonstrates excellent performance due to its rapid operation and dependability, especially while navigating strongly convex bends.
Throughout the optimization iteration, following the determination of a new airfoil shape using FFD variables, I deform the surface mesh and extend it to the entire volume mesh using an unstructured deformation algorithm, which employs a hybrid method combining algebraic and linear elasticity approaches [
32], effectively handling both large-scale and small-scale perturbations in the geometry during the optimization process, while an alternative approach utilizes the inverse distance weighting function (IDW)[
33], as demonstrated in
Figure 6, showcasing the comparison between the original and deformed mesh of the NREL Phase VI S809 airfoil.
2.3. The High-Fidelity CFD Solver
The high-fidelity CFD solver which has been used in my study, is designed for aerodynamics and multidisciplinary optimization (MDO). It specializes in parallel computing and efficiently processes various equations, including Euler, laminar Navier-Stokes, and Reynolds-averaged Navier-Stokes (RANS), for different simulation types. Utilizing a structured finite volume method, the solver is compatible with structured multiblock meshes and employs the Spalart-Allmaras turbulence model alongside the Jameson–Schmidt–Turkel (JST) scheme for its computations.
The four terms represent the convective, production ,diffusion, and near-wall destruction for the turbulent flow, respectively. where
is related to the turbulent viscosity
via
Where is the is the modified turbulent viscosity,velocity component ,is the magnitude of the vorticity, is the molecular kinematic viscosity, is the distance to the nearest wall ,,, and are model constants. and empirical damping functions within the model.
The high-fidelity solver employs several numerical schemes for flux calculations and solves compressible flow equations using different turbulence models. It utilizes algorithms such as Runge-Kutta, D3ADI, ANK, and NK to ensure efficient residual convergence. The algorithm specifically designed for overset meshes is particularly effective, while another ensures efficient convergence across all mesh types. Various integration schemes, such as explicit Runge-Kutta, implicit LU-SGS, and DDADI methods, are used depending on the simulation requirements. For turbulence ulfilng, a segregated DDADI scheme is employed to manage factorization errors, enabling accurate and efficient solutions.
2.4. High-Fidelity Gradient-Based with Discrete Adjoint Method
In aerodynamic shape optimization, the adjoint method is efficient in managing multiple design variables, in contrast to traditional finite-difference methods, due to its scalability and reduced computational load. The optimization function (f) relies on design variables (x) that shape the airfoil and flow state variables (w), determined by CFD solvers through residuals R(x,w(x))=0. This function is directly influenced by design variables and indirectly affected by changes in state variables needed to ulfil governing equations. Calculating gradients crucial for gradient-based optimization requires accounting for both dependencies, employing the chain rule for total derivative computation.
Here, explicit function derivatives represent partial derivatives, which can be computed analytically at a low computational cost, whereas obtaining the total derivative necessitates iterative solution of the governing equations; ensuring that the total derivative of the CFD residuals R(x,w(x))=0 with respect to x remains zero for a feasible solution allows determination of the complete derivative of the flow solution regarding design variables dw/dx, with the equations being nonlinear and involving millions of state variables, thus necessitating specialized iterative solvers.
The equation provided facilitates the formulation of a linear system, the solution of which yields the total derivative of the flow solution with respect to the design variables.
I Substituting the Jacobian's solution from the given equation into the total derivative equation Equations (2.3) yields the following result:
The equation solely comprises partial derivative components, computable analytically with minimal computational expense, and the resolution of the linear system can be accomplished either by computing the solution Jacobian dw/dx from Equations (2.4) or by addressing the adjoint system.
The adjoint vector derived from Equation (2.7) can be applied in the total derivative equation, Equation (2.3). This method proves computationally efficient, particularly in 3D aerodynamic shape optimization (ASO), where typically there are fewer than 10 functions of interest, compared to potentially hundreds of design variables.
In summary, a discrete adjoint involves four main steps:
- 1)
Compute and
- 2)
Solve the adjoint equation to obtain
- 3)
Compute and
- 4)
Compute the total derivative .
In summey for above mentioned here summeries in this
Figure 7 that show optimization loop using the SLSQP optimizer flowchart , where design variables x are used to update the geometry and mesh, feeding into the flow solver that solves the RANS equation R(x,w(x))=0 to determine state variables w. The adjoint solver then computes the total derivative df/dx using the equations
and
, which are fed back into the optimizer to refine the design variables.
2.5. Optimization Algorithm
In this research, I utilize the Sequential Least Squares Programming (SLSQP) algorithm [
34] for all optimization tasks. This algorithm is specifically designed to address nonlinear optimization problems with both equality and inequality constraints, aiming to identify the minimum or maximum of a function subject to these constraints. It achieves this by approximating the objective function and constraints, integrating methods from least squares and quadratic programming. The SLSQP algorithm iteratively refines the solution using the Han-Powell quasi-Newton method, updating the B-matrix according to the BFGS formula and incorporating an L1-test function within its step-length algorithm, which is associated with the reciprocal of the Hessian matrix. The stopping criterion for this algorithm is based solely on the objective function, terminating when the absolute difference between the objective function value at the current iteration (M
(k)) and the previous iteration (M
(k-1)) is less than the product of a predetermined tolerance (e
M) and the current value. For the purposes of our research, this tolerance has been set to 10
-7.
4. Discussion
This study focuses on optimizing the 2D geometry of the S809 airfoil model, considering both single-point and multipoint configurations. To generate 3D meshes in CGNS format, I utilized a foundational methodology, producing meshes with a single cell width and applying symmetry boundary conditions on opposing faces to maintain the quasi-2D nature of the problem . As outlined in
Table 4, the optimized airfoil profiles show variations depending on the operational parameters, leading to differences in thickness, maximum thickness location, camber, and maximum camber position. Notably, the optimized airfoils demonstrate a decrease in maximum thickness while shifting towards the leading edge, resulting in reduced drag force. Additionally, improvements in maximum camber and its relocation towards the leading edge enhance lift characteristics, leading to an increase in the lift-to-drag ratio.The aerodynamic coefficients ensuing from the single and multipoint optimization processes are comprehensively delineated in
Table 5 I the reference airfoil configuration. These analyses, conducted at a Reynolds number of 3.48e6, illustrate discernibly augmented lift coefficients and cl/cd ratios for the optimized airfoils compared to the baseline S809 airfoil. Noteworthy enhancements in the lift-to-drag ratio, amounting to 22.5%, 22.2%, 21.4478%, and 21.544% for the single-point, two-point multipoint, three-point multipoint, and four-point multipoint optimized airfoils, respectively, further underscore the efficacy of the optimization process.
Next, I examine the shape and pressure (Cp) distributions for both the baseline and optimized geometries in
Figure 16, focusing on both single and multipoint optimizations. The optimization process shows a reduction in thickness and a slight increase in camber from single to four-point optimization. This reduction in thickness is expected when prioritizing aerodynamics without considering structural strength constraints. The differences, particularly in thickness and camber parameters, align with
Table 4, which indicates a blunt leading edge across all optimization cases. This feature makes the airfoil less sensitive to changes in wind speed and direction, ensuring more consistent performance under varying wind conditions. Additionally, it enhances durability and resistance to damage from debris, rain, and other environmental factors, reducing the risk of leading-edge erosion that can degrade aerodynamic performance over time. Furthermore, a blunt leading edge improves performance at lower wind speeds by delaying flow separation and maintaining smoother airflow over the surface, leading to a higher lift coefficient, which is beneficial for wind turbines in areas with variable wind conditions. A less sharp leading edge also helps reduce noise generated by the wind turbine blades, as sharper edges create more turbulence and higher noise levels. Furthermore,
Figure 16.b illustrates the pressure distribution around the airfoil, indicating noticeable improvements resulting from the optimization process. Our simulations were conducted using the Intel i5-8500 CPU (3 GHz), revealing that increased design complexity leads to longer computational times, as evidenced by the significantly higher computational time for the four-point multipoint scenario.Consequent to CFD analyses performed via the Numerical flow field Solver across the entirety of the optimized airfoil configurations, including the baseline, within an angle of attack range spanning from 0 to 20 degrees, flow conditions were established with temperature and static pressure set at standard sea level conditions, specifically 288.15 K and 101325 Pa, respectively. These conditions align with typical operational parameters for wind turbines operating at altitudes not surpassing a few hundred meters. A Reynolds number of 3.48e6 was prescribed at a velocity of 51.48 m/s for all optimized airfoil configurations.
Figure 17 delineates improvements in lift coefficient, lift-to-drag ratio coefficient, drag coefficient, and moment coefficient. Particularly noteworthy is the discernible enhancement in lift-to-drag coefficient observed with the four-point multipoint optimization, especially evident up to an angle of attack of 12 degrees. Conversely, the single-point optimization exhibits superiority in terms of improvement in lift coefficient. Furthermore,
Figure 17.c highlights the superior improvement afforded by single-point optimization in the context of lift coefficient.
In
Figure 18, the lift-to-drag ratio is displayed for various wind turbine operating conditions, spanning velocities from 5 to 25 m/s and an angle of attack of 5 degrees. Utilizing the flow Numerica solver to demonstrate the lift to drag ratio for various optimization scenarios, including baseline, single-point, two-point, three-point, and four-point optimizations. It is evident that the lift-to-drag ratio improves as the number of optimization points increases, suggesting that multi-point optimization results in superior aerodynamic performance. The results indicate that the four-point optimized airfoil exhibits the highest lift-to-drag ratio across all velocities, showcasing superior overall performance compared to other optimization strategies. This demonstrates the advantages of utilizing advanced optimization techniques to enhance the aerodynamic efficiency of airfoils, a critical factor for the optimal performance of wind turbines within the designated velocity range.
5. Conclusions
This study successfully developed an efficient high-fidelity, RANS-based discrete adjoint method integrated within a constrained shape-design optimization framework, demonstrating its effectiveness through the optimization of the aerodynamic design of the NREL PHASE VI S809 Airfoil Rotor. The optimization framework comprises several key modules, including a geometric parameterization module utilizing Free-Form Deformations (FFDs), an inverse-distance method for volume mesh deformation, a flow simulation solver, a discrete adjoint solver for derivative computation, and a Sequential Quadratic Programming (SLSQP) method for nonlinear constrained optimization.
Through a comprehensive literature review on high-fidelity shape optimization in wind turbine design, this research identified a significant opportunity for advancement in this field. A comparative analysis of two advanced CFD solvers, Fluent and flow field numerical solver, demonstrated robust agreement with experimental data across a variety of angles of attack, validating the reliability of the simulation methods employed.
The study achieved notable results in airfoil optimization. A single-point optimization concerning angle of attack and FFD design variables led to an impressive enhancement in the lift-to-drag ratio by approximately 22.51%. Furthermore, multiple-point optimizations under the same constraints yielded significant improvements in lift-to-drag ratios of approximately 22.2%, 21.45%, and 21.54% for two, three, and four multipoint flow conditions, respectively. These advancements were primarily attributed to a strategic reduction in relative thickness and an increase in camber.
CFD analyses conducted across a range of angles of attack from 0 to 20 degrees for the optimized airfoil shape revealed that the four-point multipoint optimization produced the most substantial improvements in lift-to-drag ratio, lift coefficient, drag coefficient, and moment coefficient. These findings underscore the efficacy of the proposed optimization framework and highlight the potential for further advancements in aerodynamic design within the wind turbine sector.
In conclusion, this research contributes valuable insights to the field of aerodynamic shape optimization, presenting a robust methodology that can be applied to future studies and practical applications in wind turbine design. The demonstrated improvements in aerodynamic performance not only enhance the efficiency of wind turbine rotors but also pave the way for innovative approaches to optimizing complex aerodynamic systems.