Comparative Analysis of Composite Material Substitution for a Structural Metallic Rotor Head Component by Kevin A. Laitenberger An Engineering Research Project Submitted to the Graduate Faculty of Rensselaer Polytechnic Institute in Partial Fulfillment of the Requirements for the degree of MASTER OF ENGINEERING IN MECHANICAL ENGINEERING Approved: _________________________________________ Ernesto Gutierrez-Miravete, Project Adviser Rensselaer Polytechnic Institute Hartford, Connecticut December, 2011 i © Copyright 2011 by Kevin A. Laitenberger All Rights Reserved ii CONTENTS LIST OF TABLES ............................................................................................................. v LIST OF FIGURES .......................................................................................................... vi LIST OF EQUATIONS .................................................................................................. viii LIST OF SYMBOLS ........................................................................................................ ix GLOSSARY ...................................................................................................................... x ABSTRACT ..................................................................................................................... xi 1. INTRODUCTION/BACKGROUND .......................................................................... 1 1.1 Yoke Design ....................................................................................................... 2 1.2 Materials ............................................................................................................. 3 2. Methodology ................................................................................................................ 4 2.1 Metallic Materials [1] ......................................................................................... 4 2.2 Composite Materials [1]..................................................................................... 5 2.3 Composite Layup ............................................................................................... 7 2.4 Laminate Material Properties [5] ....................................................................... 8 2.4.1 Compliance and Stiffness Matrices ........................................................ 9 2.4.2 Transformed Reduced Stiffness Matrix ............................................... 10 2.5 Finite Element Analysis ................................................................................... 11 2.6 Flaw Tolerance ................................................................................................. 15 3. Results........................................................................................................................ 17 3.1 Composite Laminate Global Material Properties ............................................. 17 3.2 Finite Element Analysis ................................................................................... 18 3.2.1 Ti 6Al-4V Results ................................................................................ 18 3.2.2 Aluminum 7175-T74 Results ............................................................... 21 3.2.3 HexPly 8552 [0,+45,-45,0] Results ...................................................... 24 3.2.4 HexPly 8552 [02,+45,-45,02] Results ................................................... 27 3.2.5 HexPly 8552 [03,+45,-45,03] Results ................................................... 30 iii 3.3 3.2.6 Modified Yoke Geometry .................................................................... 33 3.2.7 Finite Element Analysis Complete Results .......................................... 37 Flaw Tolerance ................................................................................................. 38 3.3.1 Titanium 6Al-4V Flaw Tolerance ........................................................ 39 3.3.2 Aluminum 7175-T74 Flaw Tolerance.................................................. 41 3.3.3 HexPly 8552 Flaw Tolerance ............................................................... 43 3.3.4 Flaw Tolerance Comparison ................................................................ 46 4. Conclusions................................................................................................................ 47 References........................................................................................................................ 49 Appendix A – Classical Lamination Theory Code .......................................................... 50 iv LIST OF TABLES Table 2.1 - Metallic material comparison .......................................................................... 5 Table 2.2 - Prepreg resins available from Hexcel Corp..................................................... 6 Table 2.3 - Prepreg reinforcement fibers available from Hexcel Corp ............................. 6 Table 2.4 - HexPly 8552 physical properties ..................................................................... 6 Table 2.5 - 3-D HexPly 8552 Material Properties ............................................................. 9 Table 3.1 - CLT global material property results ............................................................ 17 Table 3.2 - Layup orientation break down....................................................................... 17 Table 3.3 - TI 6Al-4V Safety Margins ............................................................................ 20 Table 3.4 – Al 7175-T74 Safety Margins ........................................................................ 23 Table 3.5 - [0,+45,-45,0] Laminate Stress Allowables .................................................... 26 Table 3.6 - [0,+45,-45,0] Safety Margins ........................................................................ 27 Table 3.7 - [02,+45,-45,02] Laminate Stress Allowables ................................................. 29 Table 3.8 - [02,+45,-45,02] Safety Margins ..................................................................... 30 Table 3.9 - [03,+45,-45,03] Laminate Stress Allowables ................................................. 32 Table 3.10 - [03,+45,-45,03] Safety Margins ................................................................... 32 Table 3.11 – Modified Geometry Safety Margins ........................................................... 36 Table 3.12 - Safety Margins for all cases ........................................................................ 38 Table 3.13 - Ti 6Al-4V Flawed Stress Increase .............................................................. 40 Table 3.14 – Al 7175-T74 Flawed Stress Increase .......................................................... 42 Table 3.15 - Flawed [02,+45,-45,02] Material Properties ................................................ 43 Table 3.16 – HexPly 8552 Flawed Stress Increase.......................................................... 45 Table 3.17 - Flawed Stress Increase for all Materials ..................................................... 46 v LIST OF FIGURES Figure 1.1 - Main rotor hub with blade retention yoke...................................................... 1 Figure 1.2 - Yoke design profile ........................................................................................ 2 Figure 1.3 - Basic yoke with a dummy focal bearing ........................................................ 3 Figure 2.1 - Centrifugal force loading direction ................................................................ 7 Figure 2.2 - Ansys 1/4 symmetry model setup ................................................................ 13 Figure 2.3 - Composite yoke representation split into sections ....................................... 14 Figure 2.4 - Flaw geometry and location ......................................................................... 16 Figure 3.1 - Ti 6Al-4V Normal Stress (X) ...................................................................... 19 Figure 3.2 - Ti 6Al-4V Normal Stress (X) magnified lug area ....................................... 19 Figure 3.3 - Ti 6Al-4V Shear Stress (XY) ....................................................................... 20 Figure 3.4 - Al 7175-T74 Normal Stress (X) .................................................................. 22 Figure 3.5 - Al 7175-T74 Normal Stress (X) magnified lug area ................................... 22 Figure 3.6 - Al 7175-T74 Shear Stress (XY) ................................................................... 23 Figure 3.7 - [0,+45,-45,0] Normal Stress (X) .................................................................. 25 Figure 3.8 - [0,+45,-45,0] Normal Stress (X) magnified lug area ................................... 25 Figure 3.9 - [0,+45,-45,0] Shear Stress (XY) .................................................................. 26 Figure 3.10 - [02,+45,-45,02] Normal Stress (X) ............................................................. 28 Figure 3.11 - [02,+45,-45,02] Normal Stress (X) magnified lug area ............................. 28 Figure 3.12 - [02,+45,-45,02] Shear Stress (XY).............................................................. 29 Figure 3.13 - [03,+45,-45,03] Normal Stress (X) ............................................................. 31 Figure 3.14 - [03,+45,-45,03] Normal Stress (X) magnified lug area ............................. 31 Figure 3.15 - [03,+45,-45,03] Shear Stress (XY).............................................................. 32 Figure 3.16 - Modified yoke geometry ............................................................................ 34 Figure 3.17 - Modified Geometry Normal Stress (X) ..................................................... 35 Figure 3.18 - Modified Geometry Normal Stress (X) magnified lug area ...................... 35 Figure 3.19 - Modified Geometry Shear Stress (XY)...................................................... 36 Figure 3.20 - 6AL-4V Flawed Normal Stress (X) ........................................................... 39 Figure 3.21 - 6AL-4V Flawed Shear Stress (XY) ........................................................... 40 Figure 3.22 - 7175-T74 Flawed Normal Stress (X) ......................................................... 41 Figure 3.23 - 7175-T74 Flawed Shear Stress (XY) ......................................................... 42 vi Figure 3.24 - [02,+45,-45,02] Flawed Normal Stress (X) ................................................ 44 Figure 3.25 - [02,+45,-45,02] Flawed Shear Stress (XY) ................................................. 44 vii LIST OF EQUATIONS Equation 2.1 - Laminate Strain-Stress relationship ........................................................... 9 Equation 2.2 - Compliance Matrix definition .................................................................... 9 Equation 2.3 - Reduced Strain-Stress relationship ............................................................ 9 Equation 2.4 - Laminate Stress-Strain relationship ......................................................... 10 Equation 2.5 - Stiffness Matrix definition ....................................................................... 10 Equation 2.6 - Transformation Matrix definition ............................................................ 10 Equation 2.7 - Transformation symbol definition ........................................................... 10 Equation 2.8 - Force-Stress A value definition ............................................................... 10 Equation 2.9 - Force-Stress B value definition ................................................................ 11 Equation 2.10 - Force-Stress D value definition ............................................................. 11 Equation 2.11 - Force-Strain relationship ........................................................................ 11 Equation 2.12 - Margin of Safety Equation ..................................................................... 14 viii LIST OF SYMBOLS [ABD] – Laminate Stiffness Matrix (psi) [abd] – Laminate Compliance Matrix (1/psi) CF – Centrifugal Force (lb) E – Young’s Modulus (psi) ε – Normal Strain (unitless - in/in) γ – Shear Strain (unitless - in/in) Fcu – Ultimate Compressive Strength (psi) Fcy – Yield Compressive Strength (psi) Fsu – Ultimate Shear Strength (psi) Ftu – Ultimate Tensile Strength (psi) Fty – Yield Tensile Strength (psi) G – Shear Modulus (psi) M.S.ult-comp – Compressive Ultimate Margin of Safety (unitless) M.S.yld-comp – Compressive Yield Margin of Safety (unitless) M.S.ult-shear – Shear Ultimate Margin of Safety (unitless) M.S.ult-tensile – Tensile Ultimate Margin of Safety (unitless) M.S.yld-tensile – Tensile Yield Margin of Safety (unitless) ν – Poisson’s Ratio (unitless - in/in) σ – Normal Stress (psi) σT – Tensile Normal Stress (psi) σC – Compressive Normal Stress (psi) [Q] – Layer Stiffness Matrix (psi) [S] – Layer Compliance Matrix (1/psi) τ – Shear Stress (psi) ix GLOSSARY ANSYS – a finite element analysis program developed by ANSYS, Inc. CATIA – a computer aided design program developed by Dassault Systemes. CLT – Classical Lamination Theory, a method used to determine the material properties of a complete laminate. FEA – Finite Element Analysis, the application the principles of the Finite Element Method. FEM – Finite Element Method, the technique of splitting a component into several small elements and nodes to derive the resulting stresses and strains initiating at a known boundary condition. Hexcel Corp– composite material supplier and manufacturer based out of Stamford CT. HexPly – a line of pre-impregnated composite materials offered by Hexcel Corp. Laminate – a composite material made up of multiple layers or plies. MATLAB – a numerical computation program developed by The MathWorks, Inc. Ply – a single thin sheet of a composite material, multiple plies are stacked to create a laminate. x ABSTRACT The objective of the project described in this report was to develop a quantitative comparison of a metallic component and its equivalent composite component for a structural aerospace application. In the field of helicopter design, as with any aerospace structure, the ultimate goal is to optimize performance by minimizing the weight of the structure while maintaining strength. Typical helicopter rotor head components are normally manufactured from high strength alloys. In order to reduce the weight of the rotor head, replacement of these metallic components with an equivalent composite component is of increasing interest. In this project the design of a simple Blade Retention Yoke using both a metal alloy and a composite layup was considered. Blade retention yokes experience high Centrifugal forces; therefore, the structural requirements for the materials are derived from these forces. The yoke design requires the determination of the proper materials, based on available strength properties. Using a basic hoop shaped yoke design, a comparison of the selected materials is performed using the finite element method. Based on the component design, materials used, and applied loading, weight reduction and margins of safety were calculated. Additionally, the flaw tolerance of each component was evaluated to account for damage that may occur to the component during operation. xi 1. INTRODUCTION/BACKGROUND The function of a helicopter rotor head is to retain the blades during rotation while allowing articulation to increase thrust and providing control to the aircraft. One configuration used for the retention of the main rotor blades is a blade retention yoke. The yoke attaches to the rotor hub via a focal bearing which allows the yoke to pitch, lag, and flap. The blade is then usually attached to the yoke through a cuff which bolts to the yoke. This configuration is shown in Figure 1.1. Due to the nature of these interfaces, a simple hoop style design can be used for the yoke, which leads to the yoke being a prime candidate for the use of composite materials. The use of composite materials can significantly reduce weight due to the high strength to weight ratio, compared to that of common aerospace alloys. However, rotor components can be complex in nature requiring intricate machining, which limits the number of components that can incorporate composite materials. On the other hand the composition of the composite material may also be tailored to optimize structural capabilities is certain directions where greater strength is necessary; this is not possible with isotropic materials. Hub Cuff Attachment Focal Yoke Bearing Figure 1.1 - Main rotor hub with blade retention yoke 1 1.1 Yoke Design A yoke has two separate functional interfaces, which are the blade/cuff and the focal bearing. These interfaces must be taken into consideration when sizing the yoke for a particular aircraft. For the purposes of this project, the yoke will be designed for a heavy lift helicopter with an estimated gross weight of 35,000 lbs. The basic shape profile of the yoke design is shown in Figure 1.2 and a view of the yoke with a dummy focal bearing is shown in Figure 1.3. Figure 1.2 - Yoke design profile 2 Figure 1.3 - Basic yoke with a dummy focal bearing 1.2 Materials Blade retention yokes and rotor head components are typically made from metallic materials. Previously, designs were limited to mainly aluminum and titanium for structural aerospace designs due to the high strength and low weight requirements. Recent advances in technology have brought to light the capabilities and design possibilities available with composite materials. Composites offer a durable light weight solution to structural component design. With the current manufacturing processes and understanding of material properties it is possible to create a cost effective preliminary design using composite materials. For the purposes of this comparison, it is necessary to select metallic and composite materials that will fulfill the necessary requirements for the blade retention yoke. A down selection is required in order to determine the best materials for this comparison. 3 2. Methodology 2.1 Metallic Materials [1] A comparison of suitable metallic materials was developed using information and data from the FAA Metallic Materials Properties Development and Standardization (MMPDS) report [2]. The initial down selection was based on the size and function of the yoke, which reduced the materials to alloys available in forging form. Potential alloys included steels, aluminum, magnesium, titanium, and copper alloys. This list was further reduced using a combination of strength and weight properties. The intent is to select an alloy that can sustain the applied loads, while also maintaining a feasible weight for an aircraft. While being extremely light, magnesium does not have the necessary strength requirements. Copper is too heavy with respect to its strength capabilities, when compared to the other available alloys. The down selection process further reduced the applicable alloy forgings to six steel alloys, six aluminum alloys, and six titanium alloys. Within the material type, the alloys were then ranked with respect to ultimate tensile strength, density, and strength-to-weight ratio. Since the primary load seen by the yoke will be centrifugal force, the tensile strengths were used for the comparison opposed to compressive or shear. The final selection yielded two feasible alloys which are 7175 Aluminum and 6Al-4V Titanium. The aluminum alloy offers a lighter weight, but does not provide high strength similar to titanium. Therefore, both alloys will be analyzed for the basic yoke design. The material properties and rankings of all the alloy forgings are shown in Table 2.1. 4 Table 2.1 - Metallic material comparison 2.2 Composite Materials [1] Composite materials offer several solutions for material selection depending on the application of the designed component. Based on the size and loading characteristics of the yoke, the best material configuration is a resin-fiber solution. This configuration selection can be further specified to a pre-impregnated product based on availability and ease of manufacturing. Prepregs are the most widely used type of composite materials for structural aerospace applications and have the offer widest variety of physical properties. Also the manufacturing process of the component is made more efficient and cost effective based on the fact that plies simply need to be stacked together, put under pressure, and cured. Unfortunately, very few industry wide composite standards are available due to the high variation between materials and the private nature of different suppliers’ products; therefore, the materials used for this comparison are based on the data and availability of the products offered by Hexcel Corporation [3]. In order to select the proper prepreg 5 composite product, a resin and a fiber type must be selected. The available Hexcel resins are shown in Table 2.2 and the fibers are shown in Table 2.3. Of the available resins, Epoxy offers the best strength, easy processing, and is by far the most common resin found in prepregs on the market. There are several fibers available to reinforce the epoxy resin; however, carbon is by far the strongest available. There are generally two types of fiber reinforcement: uni-directional tape and a woven fabric. The uni-directional tapes offer very high uni-axial strength properties, but also lacks in shear strength. Woven fabrics, on the other hand, offer a more semiisentropic strength solution. Due to the prominently uni-axial loading characteristics of the yoke, carbon uni-axial tape was chosen for the reinforcement fiber. Hexcel offers a few epoxy resin-carbon fiber solutions; however, HexPly 8552 offered the most favorable physical properties. The characteristics at room temperature (~75-77˚ F) of HexPly 8552 [4] are shown in Table 2.4. Table 2.2 - Prepreg resins available from Hexcel Corp Table 2.3 - Prepreg reinforcement fibers available from Hexcel Corp Table 2.4 - HexPly 8552 physical properties 6 2.3 Composite Layup The functional purpose of the yoke is to retain the main rotor blade through flight. Due to this function, the primary load path seen by the yoke is uni-axial in the outboard direction; this loading is a result of centrifugal force pulling on the blade and cuff components. The CF loading direction is shown Figure 2.1. Although the primary loading is uni-directional, the yoke still experiences shear forces and moments caused by the blade motions during flight. Due to the nature of the load path, the highest strength will be required in the 0˚ direction which will align with the outboard CF loading. Yet additional off-center orientated plies will be required to account for the shear forces and moments described earlier. Figure 2.1 - Centrifugal force loading direction Typically for a thick laminate, it is very important to ensure that the overall layup is balanced and symmetric. A balanced laminate is defined as a stacking pattern where for every off axis ply there is a ply with the same properties orientated in the opposite direction, meaning that the number of +45˚ plies is equal to the number of -45˚ plies. Symmetric laminates exhibit the same stacking sequence in both directions from the mid-plane, meaning that every ply has an identical ply at the same distance away from the mid-plane in the opposite direction. The combination of a balanced and symmetric laminate greatly reduces the shear coupling in the laminate and simplifies the calculation 7 of overall material properties. With this in mind, three separate layup schemes are analyzed for the yoke. These schemes are [0,+45,-45,0] repeating, [02, +45,-45, 02] repeating, and [03,+45,-45,03] repeating. The difference between these layups is that the 02 represents two zero degree plies being applied instead of a single ply, and similarly the 03 represents three consecutive zero degree plies. These schemes will show the change in laminate properties with respect to the ratio of 0˚ to +/- 45˚ plies. 2.4 Laminate Material Properties [5] Composite materials offer great variability and customization of directional strength; however, unlike isotropic materials, the analysis of a composite component requires in-depth material property calculations. Due to the layered nature of prepreg composites, each layer must be taken into consideration when deriving the overall laminate properties. The most common approach to these derivations is the use of Classical Lamination Theory (CLT). To utilize CLT, the thickness, orientation, directional Young’s moduli, directional shear moduli, and directional Poisson’s ratios must be known, which in turn will provide the global Young’s moduli, Shear moduli, and Poisson’s ratios. However, CLT does not provide exact global properties and requires the incorporation of Kirchhoff’s Hypothesis which assumes: All laminate layers are bonded perfectly together. There is no slippage between the laminate layers. Lines normal to the mid-plane remain normal and straight after deformation. Meaning that the lines do not deform. The thickness of each laminate layer remains constant before, during, and after deformation. These assumptions result in the finding that there is no through thickness strain (εZ) and also that there are no shear strains coupled in the Z direction (γZX and γZY). For the purpose of this analysis, the additional assumption that the HexPly 8552 IM7 Carbon prepreg material is transversely isotropic is also made. This assumption provides that the material properties in Z direction are equivalent to those in the Y direction. 8 2.4.1 Compliance and Stiffness Matrices Before CLT can be applied, the known material properties for each layer must be used to develop a stress-strain relationship for that layer. This relationship is commonly known as the compliance matrix [S], and is derived using the Young’s moduli, shear moduli, and Poisson’s ratio of the material. For the HexPly 8552 [4] material selected these values are as follows: Table 2.5 - 3-D HexPly 8552 Material Properties E1 msi E2 msi E3 msi G12 msi G13 msi G23 ksi ν12 ν13 ν23 23.8 1.7 1.7 2.2 2.2 476.0 .32 .32 .79 These material properties are then used to determine the compliance matrix relationship defined by: {ε} = [S]{σ} [2.1] Where 𝟏/𝐄𝟏 −𝛎𝟏𝟐 /𝐄𝟐 −𝛎𝟏𝟐 /𝐄𝟐 [𝑺] = 𝟎 𝟎 [ 𝟎 −𝛎𝟏𝟐 /𝐄𝟐 𝟏/𝐄𝟐 −𝛎𝟐𝟑 /𝐄𝟐 𝟎 𝟎 𝟎 −𝛎𝟏𝟐 /𝐄𝟐 −𝛎𝟐𝟑 /𝐄𝟐 𝟏/𝐄𝟐 𝟎 𝟎 𝟎 𝟎 𝟎 𝟎 𝟏/𝐆𝟐𝟑 𝟎 𝟎 𝟎 𝟎 𝟎 𝟎 𝟏/𝐆𝟏𝟐 𝟎 𝟎 𝟎 𝟎 𝟎 𝟎 𝟏/𝐆𝟏𝟐 ] [2.2] For the evaluation of each layer independently the stress strain relationship can be reduced: 𝜺𝟏 𝑺𝟏𝟏 𝜺 { 𝟐 } = [𝑺𝟐𝟏 𝜸𝟏𝟐 𝟎 𝑺𝟏𝟐 𝑺𝟐𝟐 𝟎 𝝈𝟏 𝟎 𝟎 ] { 𝝈𝟐 } 𝑺𝟔𝟔 𝝉𝟏𝟐 [2.3] The inverse of this relationship is called the stiffness matrix [Q]. relationship is defined as: 9 The stiffness { σ } = [Q]{ ε } [2.4] Where [Q] = [S]-1 2.4.2 [2.5] Transformed Reduced Stiffness Matrix Composite laminates often have plies that are oriented at an angle from the reenforcement fiber direction. This off axis orientation is incorporated to increase the strength in the secondary direction, thus to offer better shear stiffness. In order to account for the varying orientation throughout the laminate thickness, the reduced stiffness matrix must be transformed for each layer to determine the global properties. This is done using the transformation matrix [T], which is defined as: m2 n2 2mn 2 T n m 2 2mn mn mn m 2 n 2 [2.6] [ Where 𝒎 = 𝒄𝒐𝒔𝜽 and [ ] 𝒏 = 𝒔𝒊𝒏𝜽 [2.7] Once the transformed reduced stiffness matrix is developed for each individual ply, a relation between the global applied forces and moments with respect to the resultant stress can be derived. This force-stress relationship is defined as the ABD matrix, where the values of the matrix are defined as follows: N _ Aij Q ijk z k z k 1 k 1 10 [2.8] Bij Q ijk z k2 z k21 [2.9] Dij Q ijk z k3 z k31 [2.10] N _ k 1 N _ k 1 Where _ Q Transformed Reduced Stiffness Matrix z z-directional position of the ply The derivation of the ABD matrix offers the following force-stress relationship: N X A11 N A Y 12 N XY A16 M B X 11 M Y B12 M XY B16 A12 A16 B11 B12 A22 A26 B12 A26 A66 B16 B12 B22 B16 B26 D11 D12 B22 B26 D12 D22 B26 B66 D16 D26 0 B16 X 0 B26 Y 0 B66 XY D16 X0 D26 0 Y D66 0 XY [2.11] The ABD matrix is considered to be laminate stiffness matrix, as shown previously with the individual layer stiffness matrix, the inverse provides the laminate compliance matrix [abd]. Using the equations from section 2.4.1 which derived the individual layer compliance matrix [S], the abd matrix can be used to derive the overall laminate material properties. This derivation provides the directional Young’s moduli, shear moduli, and Poisson’s ratios. These properties were calculated using MATLAB, the code written for these calculations is provided in Appendix A. The calculated global material properties provide the necessary information to perform a Finite Element Analysis on the designed yoke to determine the stress resulting from the applied CF load. 2.5 Finite Element Analysis A static structural stress analysis, resulting from the applied loads, is suitable to determine whether composite materials are a viable substitute for metallic materials. 11 This structural analysis is best performed using the Finite Element Method, which splits the component geometry into several elements and nodes, and analyzes the assembly beginning at known boundary conditions to evaluate the stresses and strains throughout the entire component. This analysis is typically performed using a computational program; the most common in the Aerospace industry is ANSYS. ANSYS provides a function which is able to import models created by common Computer Aided Design (CAD) programs. Via the use of CATIA, a yoke model was created. To perform a representative analysis of the yoke, it is beneficial to also model and assemble the components which interface with the yoke. These additional components include the focal bearing outer member, the blade cuff, and cuff to yoke attachment pins. Since the main concern for this analysis is the yoke itself, rough simplified models were created to represent these components. Once the models are imported into ANSYS, material properties, contact conditions, supports, and forces can be assigned to the models. Due to the symmetric nature of the yoke, it was possible to reduce the assembly model to a quarter model by spitting each component by the XY and XZ planes. Symmetrically splitting the model provides quicker computation time; however, it is important to also reduce the loading accordingly. A standard fine mesh was applied to the yoke geometry for computation; this mesh remains the same for all material cases. For the sake of providing a model which represents common configurations, the following constraints were applied in ANSYS and are shown in Figure 2.2: Yoke-focal bearing: bonded contact Yoke-cuff attachment pin: bonded contact Cuff-yoke attachment pin: bonded contact Focal bearing: remote displacement support located at the bearing focal point. Displacement is constrained in the X direction to represent the C F support provided by the hub. Cuff: a 25,000 lb force in the positive X direction to represent the C F loading due to hub rotation. 12 Pin: Ferrium S53 Bonded Contact (Pin-Cuff) Bonded Contact (YokeFocal Bearing) CF Bonded Contact (Pin-Yoke) Focal Bearing: Al 7175-T74 Cuff: Ferrium S53 Figure 2.2 - Ansys 1/4 symmetry model setup The constraints applied to the yoke assembly model can be carried over from the metallic materials to the composite materials. Due to the transversely isotropic nature of the composite laminate and the curved geometry of the yoke, it is necessary to split the yoke into sections for this analysis. Each section will have different directional material properties due to curving of the reinforcement fibers. For the purposes of this comparison, the yoke was split into three sections: the lug, the upper radius, and the lower radius. These sections are shown in Figure 2.3. The material properties for each are derived by transforming the global X and Z properties by the angle of the tangent line of each radius at the apex. 13 Yoke Lug Section Yoke Upper Radius Section Yoke Lower Radius Section Figure 2.3 - Composite yoke representation split into sections Using the ANSYS model developed, it is possible to create a representative comparison between the metallic yoke and the composite yoke. To further evaluate the available materials, five separate cases were analyzed. These cases include Titanium 6AL-4V, Aluminum 7175-T74, HexPly 8552 [0,+45,-45,0] layup, HexPly 8552 [02,+45,-45, 02] layup, and HexPly 8552 [03,+45,-45, 03] layup. The resultant stresses can then be compared to the yield and ultimate stresses for each material to predict failure. Once the Finite Element Analysis is completed, it is possible to predict failure via the use of safety margins. Margins of safety effectively compare the calculated stress or load to the ultimate strength of a material, while also taking into consideration a safety factor. Based on standard industry practices, a safety factor of 1.15 will be used for yield margins and an additional safety factor of 1.5 will be used for ultimate margins. These margins are calculated normal stresses and shear stresses and can be performed as follows [6]: 𝑴. 𝑺. = 𝑺𝒕𝒓𝒖𝒄𝒕𝒖𝒓𝒂𝒍 𝑺𝒕𝒓𝒆𝒏𝒈𝒕𝒉 (𝒖𝒍𝒕𝒊𝒎𝒂𝒕𝒆 𝒐𝒓 𝒚𝒊𝒆𝒍𝒅) 𝑺𝑭∗𝑨𝒑𝒑𝒍𝒊𝒆𝒅 𝑺𝒕𝒓𝒆𝒔𝒔 14 [2.12 ] 2.6 Flaw Tolerance In addition to evaluating how a structural component will react to the operational loading conditions as designed, it is important to also consider how well the component will tolerate damage during operation. This evaluation of flaw tolerance is of particular concern when designing a blade retention yoke. If a catastrophic failure were to occur, the helicopter is likely to lose a blade and crash. Typically, as explained by Adams [7], flaw tolerance is evaluated via physical testing and reductions in S-N curves. However since this comparison does not provide the opportunity for testing, a preliminary evaluation will be performed utilizing flawed Finite Element Models. For the metallic yoke cases, the flaw tolerance is relatively simple. The yoke geometry will be modified to include imperfections. Since the outer surfaces of the yoke are more prone to foreign object damage and the highest stresses occur on the flat lug section, two imperfections will be added to the upper surface of the yoke. These imperfections will be conical with a depth of .018” and a diameter of .072”, with one being located .875” outboard of the cuff attachment bore and the other 1.75” inboard. The depth of this damage was chosen as a typical condition found in the field on similar rotor head components. The location of the outboard flaw was chosen to be at the midpoint between the lug and bore edges. The inboard location was chosen to represent an unprotected area of the yoke that is relatively close to the yoke bore. A cross-section of the yoke lug through the imperfections is shown in Figure 2.4. Since Titanium and Aluminum are isotropic materials, the material properties of the yoke will not change; however, the flaws will create a stress riser that could lead to crack propagation. Therefore, the flawed geometry needs to be imported in to ANSYS, and the model can easily be re-analyzed. 15 .018” Depth .072” Diameter Flaws Cuff Attachment Bore Figure 2.4 - Flaw geometry and location Due to the transversely isotropic properties and nature of composite laminates, the flaw tolerance evaluation is more involved. Since damage to a composite component would likely lead to fracturing of the affected reinforcement fibers, the laminate loses structural strength in the damaged area. To account for this loss, the number of potentially fractured fibers will be removed from the CLT calculation of the material properties. Due to the nature of CLT calculating the overall material properties based on plies and not fibers, this can only be done by removing the entire ply that contains the damaged fiber. Since the depth of the damage is .018” deep, the three outermost plies will be removed from the calculations. Once the flawed material properties are derived, the flawed geometry can be input into the composite yoke ANSYS model for stress analysis as previously performed on the unflawed model. To determine the flaw tolerance of each material, the stress experienced after the flaw will be compared to the original model. This comparison will offer a percent increase of the stress riser, thus providing a comparable figure of the flaw effects. While this is a valuable exercise in theory, true flaw tolerance evaluation would need to be confirmed via physical testing. However, for the purposes of this preliminary comparison to determine composite material viability, this comparison will provide a better understanding of the material reactions to the damage. 16 3. Results 3.1 Composite Laminate Global Material Properties Through the use of MATLAB a computer program was created based on the Classical Lamination Theory outlined in section 2.4. This program calculated the global material properties of the complete laminate based on the layup and the prepreg material properties provided by Hexcel. Three separate layups were used for the calculations to provide a better understanding of the affect of ±45˚ plies in the layup. The resulting global material properties are provided in Table 3.1. The percentage of ±45˚ and 0˚ plies is shown in Table 3.2. Table 3.1 - CLT global material property results Layup Ex νxy νxz νyz 2.14 0.48 0.48 0.16 3.57 1.82 0.46 0.46 0.10 3.25 1.62 0.44 0.44 0.08 Ey Ez Gxy Gxz Gyx (msi) (msi) (msi) (msi) (msi) (msi) 1 15.12 4.95 4.95 4.20 4.20 2 17.87 4.01 4.01 3.57 3 19.25 3.50 3.50 3.25 Table 3.2 - Layup orientation break down Layup Total Plies +45˚ Plies -45˚ Plies 0˚ Plies 1: [0,+45,-45,0] 150 38 (25.3%) 38 (25.3%) 74 (49.3%) 2: [02,+45,-45,02] 150 26 (17.3%) 26 (17.3%) 98 (65.3%) 3: [03,+45,-45,03] 150 20 (13.3%) 20 (13.3%) 110 (73.3%) The results from the global calculations clearly show that the percentage of ±45˚ plies has a direct influence on the directional stiffness and rigidity of the component, based on the Young’s and shear moduli respectively. Based on the loading of the component in question, the proper layup can be chosen to meet the necessary requirements. For the purposes of the basic yoke model in this comparison, all three layup cases will be analyzed due to the limited loading criteria. 17 3.2 Finite Element Analysis Based on the ANSYS setup defined in section 2.5 for the finite element analysis, the yoke was analyzed with five material compounds: Ti 6Al-4V, Al 7175-T74, a HexPly 8552 [0,+45,-45,0] layup, a HexPly 8552 [02,+45,-45, 02] layup, and a HexPly 8552 [03,+45,-45, 03] layup. Using the material properties found in the MMPDS and calculated using the CLT method, it is possible to determine the resulting stresses throughout the yoke based on the CF loading conditions. For the purposes of this comparison, a simple loading condition of 100,000 lbs was used to represent the CF loading a yoke designed for a heavy lift helicopter would experience. While due to the nature of a fully articulated rotor head, the yoke would also experience additional shear loads and bending moments, the initial test to determine viability of composite substitution would be a simple CF tension case. To facilitate quick analytical results, the model was reduced via symmetry to a quarter model, thus a 25,000 lb load was applied in the X direction to the cuff. The results vary with the different materials; however provide great insight as to how the component would perform. 3.2.1 Ti 6Al-4V Results Titanium 6Al-4V is known for having high strength and toughness, while also boasting relatively low density for the magnitude of strength. In addition titanium is fairly resilient to environmental conditions, generally able to withstand a wide range of temperatures while maintaining high strength characteristics, and also exhibiting good corrosion resistance properties. For these reasons titanium, 6Al-4V, is extremely common in structural aerospace applications, and is the starting point for this comparison. The high strength of Ti 6Al-4V is evident in the tensile and compressive strength properties, as shown previously in Table 2.1. Based on the results of the finite element model, the titanium yoke appears to far from the yield strength of the material. The highest stresses are experienced in the lug region of the yoke where contact is made with the cuff attachment pin. A second hot spot is found at the end of the upper radius where the focal bearing support ends. Residual stresses normal to the X axis are shown in 18 Figure 3.1 and a magnified view of the lug, from the bottom, is shown in Figure 3.2. The resulting shear stresses in the XY plane are shown in Figure 3.3. Figure 3.1 - Ti 6Al-4V Normal Stress (X) Figure 3.2 - Ti 6Al-4V Normal Stress (X) magnified lug area 19 Figure 3.3 - Ti 6Al-4V Shear Stress (XY) The maximum normal stresses experienced are 49.9 ksi tensile and 26.3 ksi in compression. The yoke also experiences shear stress from the CF loading, based on the analytical model the maximum shear stress is 19.5 ksi. The normal and shear stress margins of safety were calculated using the method outlined in section 2.5 and are shown in Table 3.3. Table 3.3 - TI 6Al-4V Safety Margins M.S.yld-tensile M.S.ult-tensile M.S.yld-compression M.S.ult-shear +1.09 +0.51 +3.07 +1.35 These positive margins show that the titanium yoke is not projected to fail due to normal or shear stress. While titanium 6Al-4V offers exceptional strength characteristics and high positive margins of safety, it is important to also consider the weight of the titanium component. Based on the material data provided in the MMPDS [2], the density of Titanium 6Al-4V is 0.160 lb/in3. Inputting this density into the inertia measurement tool in CATIA provides an estimated yoke weight of 29.0 lbs. From the material down selection performed in chapter 2, titanium was found to be the densest 20 viable material. Thus since reducing weight is the ultimate goal, the high weight of the titanium yoke will be considered in the final comparison. 3.2.2 Aluminum 7175-T74 Results Aluminum is another common material used in the aerospace industry when designing structural components. When compared to titanium, the density of aluminum is significantly lower; however there is also a significant reduction in strength. In addition aluminum is also susceptible to corrosion; however this issue can generally be resolved via passivation and anodizing. For these reasons aluminum is often used in place of titanium to reduce the weight of components, therefore the 7175 alloy heat treated to the T74 condition is also of interest in this comparison and has been analyzed in ASYS. The ANSYS results for the aluminum yoke are similar to the titanium; however the magnitude of the stress is slightly less. The stress hotspots occur in the same places, with the maximum normal stress being located around the lug bore and a secondary hot spot at the end of the upper radius, where the focal bearing terminates. Due to the lower strength of the aluminum, the stresses are significantly closer to the yield point; however the yoke does not appear to yield in this case. The overall X direction normal stress distribution is shown in Figure 3.4 while a close up of the lug from the underside is shown in Figure 3.5. Resultant Shear stresses in the XY plane are shown in Figure 3.6. 21 Figure 3.4 - Al 7175-T74 Normal Stress (X) Figure 3.5 - Al 7175-T74 Normal Stress (X) magnified lug area 22 Figure 3.6 - Al 7175-T74 Shear Stress (XY) The CF loading results in a maximum tensile normal stress of 38.2 ksi and compressive normal stress of 25.4 ksi. The shear stress experienced by the yoke is found to be a maximum of 17.6 ksi, located in the lug area around the bore. The margins of safety for the Al 7175-T74 material are shown in Table 3.4. Table 3.4 – Al 7175-T74 Safety Margins M.S.yld-tensile M.S.ult-tensile M.S.yld-compression M.S.ult-shear +0.46 +0.12 +1.23 +0.38 The margins of safety are significantly lower than those derived for the titanium model; however that was an expected outcome. Regardless, the margins remain positive and show that an aluminum yoke is not projected to fail due to the simulated loading. Thus based on the normal and shear stress margins, the use of aluminum is a viable solution. To further compare the aluminum option to titanium, the estimate weight of the aluminum yoke must be considered. Using the inertia calculation tool in CATIA, the estimated weight of the aluminum yoke is 18.0 lbs. The use of aluminum would result in an 11 lb reduction in weight per arm, this is a significant reduction. However based 23 on the material research performed in section 2.2, composite materials may still offer a lighter solution. 3.2.3 HexPly 8552 [0,+45,-45,0] Results Although composite materials offer a light weight solution for a structural component, it is important to determine how well the component reacts to the same loading as the Titanium and Aluminum solution. Based on the material comparison performed in chapter 2, HexPly 8552 unidirectional carbon tape was found to be the most promising commercially available product, offering favorable strength and stiffness characteristics. As discussed in section 2.5, due to the transverse isotropic nature of the HexPly 8552 composite layup, the yoke model must be split to imitate change in directional properties. Based on this configuration, it is possible to analyze the stress distribution in the composite yoke. The finite element analysis of the composite yoke results in similar stress concentration areas as the metallic examples, with the highest stresses being located at the cuff attachment bore and the focal bearing termination. Due to the high stiffness of the HexPly material, the resulting stresses in the composite configuration are significantly higher. While splitting the yoke helps to better represent the actual material properties throughout the component, the results are a function of the number of splits. Since there are only three sections in this basic model, the change in material properties is abrupt, thus higher stresses at the section terminations are expected. This is evident at the focal bearing termination; therefore the stresses calculated in the model are likely higher than would be seen in actual operation. Therefore to provide a comparison to the metallic components, the stresses in the bore will also be considered. The normal stress in the X direction throughout the yoke is shown in Figure 3.7 and a magnified view of the underside lug area is provided in Figure 3.8. Shear stress distribution is also similar to that of the metallic yokes; however similar to the normal stress, the magnitude is significantly greater than that of the metallic examples. The resulting shear stress is shown in Figure 3.9. 24 Figure 3.7 - [0,+45,-45,0] Normal Stress (X) Figure 3.8 - [0,+45,-45,0] Normal Stress (X) magnified lug area 25 Figure 3.9 - [0,+45,-45,0] Shear Stress (XY) Similar to the metallic component analysis, once the maximum stresses are determined, it is possible to calculate the margins of safety. However due to the transversely isotropic nature of the laminate, ultimate stress allowables are not readily available. To determine the overall allowable for the laminate, the ply orientation and the orientation ratios must be taken into consideration. These overall allowable normal and shear stresses are estimated based the design strengths provided by Hexcel [4] and the laminate layup, and are shown in Table 3.5. Ultimately these strengths would need to be verified via testing of the proposed laminate layup. Table 3.5 - [0,+45,-45,0] Laminate Stress Allowables Ftu ksi Fcu ksi Fsu ksi 341.8 208.4 18.6 The maximum stresses determined from the FEA model are found to be 267.7 ksi in tension and 303.5 ksi in compression. For the sake of comparison, since the maximum stress was located inside the bore for the metallic yokes, the margins of safety are calculated for the bore as well. The maximum stresses in the bore are lower and will provide better safety margins; these maximum stresses are 66.7 ksi in tension and 111.9 26 ksi in compression. The maximum shear stress determined from the FEA model is found to be 41.8 ksi. All margins of safety are shown in Table 3.6. Table 3.6 - [0,+45,-45,0] Safety Margins Maximum Bore Maximum Bore M.S.ult-tensile M.S.ult-tensile M.S.ult-compression M.S.ult-compression -0.26 +1.97 -0.60 +0.08 M.S.ult-shear -0.74 The results of the finite element analysis predict that the composite yoke will fail in both tension and compression at the focal bearing termination. The normal stresses in the bore are significantly lower than those at the upper radius where the bearing terminates. These lower stresses result in positive margins in the bore. Based on the negative margins of safety at the focal bearing termination, there is some concern that the [0,+45,-45,0] composite layup will not effectively support the 100,000 lb CF loading estimated for this comparison. A highly negative shear margin of safety also predicts failure, thus showing that the composite yoke fabricated with the given material configuration will fail in multiple modes. To provide a complete comparison of metallic and composite materials, two additional composite layups are analyzed. These additional layups will help to determine the feasibility of a composite replacement. 3.2.4 HexPly 8552 [02,+45,-45,02] Results To further explore the possibility of replacing a titanium or aluminum yoke with a composite yoke, a second yoke utilizing a [02,+45,-45,02] repeating ply pattern was analyzed which increases the number of 0˚ plies in the laminate. The increased 0˚ to ±45˚ ply ratio offers a stronger yoke in the loading direction. Using the material properties calculated via CLT and the same finite element configuration as the first composite yoke, the impact of 0˚ plies can be evaluated. The results of the finite element analysis offer a similar stress distribution to that of the [0,+45,-45,0] laminate. However the normal stress magnitude is slightly greater, while the shear stress is slightly lower. This variation in magnitude may prove to be insignificant due to the parallel variation in the normal and shear strength of the 27 laminate. The normal stress distribution for the entire yoke is provided in Figure 3.10, while a magnified view of the lug underside is shown in Figure 3.11. The resulting shear stress throughout the part is shown in Figure 3.12. Figure 3.10 - [02,+45,-45,02] Normal Stress (X) Figure 3.11 - [02,+45,-45,02] Normal Stress (X) magnified lug area 28 Figure 3.12 - [02,+45,-45,02] Shear Stress (XY) Once again, design allowables are estimated for the laminate composition based on the data provided by Hexcel [4]. The effect of the ply orientation ratio shows an effect on the ultimate strengths. These allowables are shown in Table 3.7. Table 3.7 - [02,+45,-45,02] Laminate Stress Allowables Ftu ksi Fcu ksi Fsu ksi 358.5 219.9 19.1 The maximum stresses determined from the FEA model are found to be 260.9 ksi in tension and 302.7 ksi in compression. As with the first laminate composition, the maximum stress in the attachment bore is also analyzed for comparison. The maximum stresses in the bore are 68.6 ksi in tension and 116.2 ksi in compression. The maximum shear stress determined from the FEA model is found to be 38.0 ksi. The margins of safety were calculated and are shown in Table 3.8. 29 Table 3.8 - [02,+45,-45,02] Safety Margins Maximum Bore Maximum Bore M.S.ult-tensile M.S.ult-tensile M.S.ult-compression M.S.ult-compression -0.20 +2.03 -0.58 +0.10 M.S.ult-shear -0.71 The resulting margins of safety are very similar to those found for the [0,+45,-45,0] laminate, showing only a minor improvement. Again this result predicts that the yoke will fail in tension and compression at the bearing termination, under the given C F loading. Also the shear margin of safety remains highly negative, predicting another mode of failure. These results indicate that the ratio of 0˚ to ±45˚ plies does not have a considerable effect on the strength of the component. This indication may be a factor of the increased stiffness caused by the additional 0˚ plies. However, in order to further validate this observation a third laminate configuration will be analyzed. 3.2.5 HexPly 8552 [03,+45,-45,03] Results To further explore the possibility of material replacement and to further validate the effect of the ratio of plies orientations, a third laminate composition is analyzed with 8% more 0˚ plies. Again the increased 0˚ to ±45˚ ply ratio offers a stronger yoke in the loading direction. Yet the effect of this increased strength on the margins of safety must be determined. The normal stress distribution of the yoke is shown in Figure 3.13, and a magnified view of the lug underside is provided in Figure 3.14. To provide a comparison of shear stress, the resulting shear stress is shown in Figure 3.15. 30 Figure 3.13 - [03,+45,-45,03] Normal Stress (X) Figure 3.14 - [03,+45,-45,03] Normal Stress (X) magnified lug area 31 Figure 3.15 - [03,+45,-45,03] Shear Stress (XY) As stated previously, the design strengths of the laminate are estimated based on the layup and material data from Hexcel [4]. These normal and shear strength estimates are provided in Table 3.9. Table 3.9 - [03,+45,-45,03] Laminate Stress Allowables Ftu ksi Fcu ksi Fsu ksi 366.9 225.7 19.2 The maximum stresses determined from the FEA model are found to be 256.9 ksi in tension and 304.4 ksi in compression. Using the maximum stresses in the bore of 69.2 ksi in tension and 117.1 ksi in compression. While the yoke experiences a maximum shear stress of 36.6 ksi. Based on these maximum stresses and the ultimate strengths calculated previously, the margins of safety are calculated and shown in Table 3.10. Table 3.10 - [03,+45,-45,03] Safety Margins Maximum Bore Maximum Bore M.S.ult-tensile M.S.ult-tensile M.S.ult-compression M.S.ult-compression -0.17 +2.07 -0.57 +0.12 32 M.S.ult-shear -0.70 Once again the resulting margin of safety remains close to that of the previous laminate compositions. The negative margins of safety for both resulting normal and shear stresses, lead to some concern. These results indicate that the effect of the orientation ratio is insignificant for a yoke of this specific design. While the margins of safety for this design lead to the conclusion that composite materials may not be a viable replacement for metallic materials, there are several variables that may make composites more feasible. The weight advantage of composite materials is apparent considering that each of the composite yokes analyzed in this comparison only weigh 10.3 lbs, which is almost an 8 lb and 19 lb reduction when compared to Aluminum and titanium respectively. This reduction may not seem significant, but there are typically between four and seven yokes installed on a helicopter, which results in a noteworthy reduction in gross weight. 3.2.6 Modified Yoke Geometry In light of the evident weight advantage and the many variables that can be modified, composite materials remain particularly interesting for this component. When reviewing the results of the composite analysis, the overall stress throughout the yoke does not appear to be excessive and the failure modes are localized in small areas. Therefore modifying the geometry of the yoke may reduce the stress in these areas to provide a viable solution. The highest stress concentrations were located at the cuff attachment bore and at the focal bearing termination. Therefore a few changes were made to the yoke design to reduce the stresses in these areas. The modifications include straightening the bow tie shape of the yoke by removing the scallop and extending the lug. The original yoke shape along overlaid with the modified design is shown in Figure 3.16. This change in geometry does render some impacts to the interfacing components, which require modification as well. Since this is a very preliminary design, intended as a simple trade study, the changes to interfacing components will not be discussed. 33 Scallop removed to Lug extended widen yoke profile Figure 3.16 - Modified yoke geometry Based on the results of the three layup configurations, the [02,+45,-45,02] repeating layup appears to have the best overall margins, although the variation is minimal. Therefore the modified yoke will be analyzed using the material properties for the second laminate configuration. The new yoke geometry and existing material properties can be input into the existing ANSYS model for analysis. The revised geometry effectively reduces the stress throughout the entire yoke, resulting in a 50% reduction in both tensile and compressive maximum stress. The highest stress concentration remains at the focal bearing termination, while the secondary maximum is still in the bore. The widening of the yoke body does appear to reduce the normal stress enough to prevent failure and the elongation of the lug appears to effectively resolve the failure mode at the bore. The normal stresses in the X direction are shown in Figure 3.17, with a magnified view of the lug in Figure 3.18. The overall Shear stress actually shows significant increase, unlike the normal stresses. maximum concentrations in shear remain at the bore and are shown in Figure 3.19. 34 The Figure 3.17 - Modified Geometry Normal Stress (X) Figure 3.18 - Modified Geometry Normal Stress (X) magnified lug area 35 Figure 3.19 - Modified Geometry Shear Stress (XY) To effectively evaluate the effect of the modifications it is necessary to calculate the margins of safety for the modified yoke. The maximum normal stresses are 129.6 ksi in tensile and 148.4 ksi in compression. For a comparison of the effect of the lug modifications, margins for the bore are also calculated. Based on the FEA, the bore experiences maximum normal stresses of 119.0 ksi in tension and 132.7 ksi in compression. Modification of the yoke geometry actually increases the shear stress, specifically at the bore. The maximum shear stress is found to be 73.2 ksi. The calculated margins are shown in Table 3.11. Table 3.11 – Modified Geometry Safety Margins Maximum Bore Maximum Bore M.S.ult-tensile M.S.ult-tensile M.S.ult-compression M.S.ult-compression +0.60 +0.74 -0.14 -0.04 M.S.ult-shear -0.85 The modifications performed appear to have a considerable effect on the yokes reaction to the CF loading. The maximum tensile margins and the bore margins have become positive. While the compressive margins remain negative, there is a significant reduction. Therefore failure is still evident in compression, but the margins are very close to showing good. Unlike the normal stress margins the overall shear margin shows 36 a significant negative increase. The geometry modification has resulted in a shear stress that is nearly double that of the original geometry, and the resulting margin is highly negative. Considering the simple modifications performed on the geometry, and the significant change in results, it appears that some manipulation of the design variables may lead to an effective composite solution. Other layup or even assembly changes, such as the installation of a bushing, could be made to result in a sufficient design. However the most significant advantage of the composite materials, weight, is drastically reduced as the result composite component weighs 16.4 lbs, which is only a 1.6 lb savings when compared to the aluminum component. Further shape optimization and analysis would have to be performed to validate a replacement component. 3.2.7 Finite Element Analysis Complete Results The use of Finite Element Analysis provides a functional comparison of the different materials used for the yoke. In general the stress concentrations remained in same location on the component for each case analyzed, thus allowing an evaluation of the effect of materials on the functionality of the yoke. Based on the results, the metallic yokes appear to offer a simple solution that will withstand the CF loading applied in operation. While composite yokes maintaining the exact geometry as the metallic yokes result in failure at the focal bearing termination and the attachment bore, some slight modifications offered a significant reduction in stress and resolved the tensile failure mode. The safety margins for each case is provided in Table 3.12, since the maximum stress in the metallic yokes occurred at the bore, there is only one margin location for these cases. 37 Table 3.12 - Safety Margins for all cases Margin 6AL- 7175-T74 Layup 1 Layup 2 Layup 3 Modified +0.51 +0.12 -0.26 -0.20 -0.17 +0.60 M.S.yld-tensile +1.09 +0.46 n/a n/a n/a n/a M.S.ult-tensile 4V M.S.ult-comp n/a n/a -0.60 -0.58 -0.57 -0.14 M.S.yld-comp +3.07 +1.23 n/a n/a n/a n/a M.S.ult-shear +1.35 +0.38 -0.74 -0.71 -0.70 -0.85 n/a n/a +1.97 +2.03 +2.07 +0.74 n/a n/a +0.08 +0.10 +0.12 -0.04 Bore M.S.ult-tensile Bore M.S.ult-comp 3.3 Flaw Tolerance The purpose of this evaluation is to determine the viability of replacing a metallic structural component such as the yoke with a similar, if not identical, component comprised of composite materials. While the primary concern for this preliminary comparison is the ultimate strength of each component as designed, it is also of great interest to consider the reaction to flaws. The susceptibility to flaws for each material is evaluated using modified models with flaws incorporated and flawed material properties for the composite component. These models are input in the same finite element model as used for the unflawed component, and the stress increase in the flawed areas can be calculated by comparing the before and after cases. In light of the results of the analysis of the unflawed components showing that the composite yoke ply orientation ratio had an insignificant effect on the safety margins, only the [02,+45,-45,02] laminate will be evaluated for flaw tolerance. The composite laminate will then be compared to the tolerance of the titanium and aluminum yokes. 38 3.3.1 Titanium 6Al-4V Flaw Tolerance Based on the flaw geometry and isotropic material properties of Titanium 6Al-4V, the induced normal stresses and shear stress in the lug area were analyzed. As expected the flaws created a stress riser in the lug area, however based on the results the increased stress does not appear to create a failure mode. The resulting normal stress distribution is shown in Figure 3.20. The shear stress distribution is shown in Figure 3.21. The stresses at the flaws are flawed with blue labels, which include the magnitude of the stress. Figure 3.20 - 6AL-4V Flawed Normal Stress (X) 39 Figure 3.21 - 6AL-4V Flawed Shear Stress (XY) The stresses in the flawed areas can then be compared to the stresses in the same area calculated in section 3.2.1. The flawed geometry results in normal stresses of 10.6 ksi at the inboard flaw and -1.9 ksi at the outboard flaw, while the unflawed geometry had maximum normal stresses of 8.8 ksi tensile at the inboard flaw area and 1.8 ksi compressive at the outboard flaw area. An increased shear stress in the flawed yoke was found to be 1.3 ksi at the inboard flaw and -2.7 at the outboard flaw. The initial evaluation of shear stress in the titanium yoke resulted in stresses of 1.1 ksi at the inboard flaw and -0.4 ksi at the outboard flaw. To determine the effect of the flaw on the local stress, the percent difference calculated between the flawed and non-flawed results. The normal and shear stress increases for both flaws are calculated and shown in Table 3.13. Table 3.13 - Ti 6Al-4V Flawed Stress Increase Inboard Outboard Inboard Outboard Normal Normal Shear Shear 20.5% 5.5% 18.2% 575% While the inboard flaw shows a significant increase in normal stress, greater than 20%, the increase at the outboard flaw is minimal and can be considered negligible for a preliminary analysis such as this. The inboard flaw results in a similar shear stress 40 increase to that of the normal stress, nearly 20%. Yet the outboard flaw experiences much higher shear stress with the flaw, almost six times the magnitude. However the original shear stress in this location was minimal and the resulting stress riser remains well below the ultimate shear strength. Overall the 6Al-4V material maintains structural integrity with a flaw of this size, but larger flaws may become an issue. 3.3.2 Aluminum 7175-T74 Flaw Tolerance Based on the isotropic material properties of aluminum the results of the flaw tolerance can be expected to be fairly similar to those of the titanium case. However the lower strength and calculated safety margins, there would be some concern that a flaw of this size may cause failure. Therefore to provide a comprehensive evaluation of all materials, the 7175-T74 material was evaluated in the same fashion as the titanium yoke. The normal stress distribution in the X direction is provided in Figure 3.22. In addition the shear stress riser is also evaluated. The results of the shear case are shown in Figure 3.23, Again the flaws are located at the blue labels. Figure 3.22 - 7175-T74 Flawed Normal Stress (X) 41 Figure 3.23 - 7175-T74 Flawed Shear Stress (XY) The flawed aluminum geometry offers a maximum normal stress of 13.0 ksi at the inboard flaw and -1.6 ksi at the outboard flaw. From the results of section 3.2.2, where the unflawed yoke was analyzed, the original normal stress magnitudes are 10.0 ksi tensile at the inboard location and 1.5 ksi compressive at the outboard flaw location. Shear stress located in the flaws was found to be 1.3 ksi in the inboard flaw and -2.8 in the outboard flaw. The original aluminum yielded shears stresses of 1.0 ksi at the inboard location and -0.4 ksi at the outboard location. Both stress risers are evaluated and percent increase in normal and shear stress is shown in Table 3.14. Table 3.14 – Al 7175-T74 Flawed Stress Increase Inboard Outboard Inboard Outboard Normal Normal Shear Shear 30% 6.6% 30.0% 600% As expected the stress increase is of similar magnitude to the titanium yoke, yet slightly greater. Again the outboard flaw results in an insignificant normal stress increase for this comparison. While the normal stress values remain well below the ultimate strengths in these locations, based on the low tensile margin of safety there may 42 be some concern in other areas if stresses were increased by 30%. However this could likely be resolved via shape optimization, if aluminum were deemed the best solution. Again, the inboard flaw shows a nearly identical increase in shear stress as it does for normal stress. The minimal shear stress at the outboard location is once again greatly increased by the flaw, roughly six fold. Overall the stresses at the flaws do not exceed the aluminum allowables, however if a significantly larger flaw occurred or if the flaw were located in a higher stressed region there may be some concern of failure. 3.3.3 HexPly 8552 Flaw Tolerance Based on the insignificant variation of safety margins with respect to ply orientation ratio, it was deemed unnecessary to evaluate all three composite layups. As with the modified geometry analysis the [02,+45,-45,02] layup configuration was chosen for the flaw tolerance evaluation. The assessment of effect of damage to a component is slightly more difficult for composite materials. Due to the nature of composites the loss of structural integrity for the affected reinforcement fibers must be accounted for. The reduction in structural fibers is simulated by calculating the material properties without the plies that may be damaged. In the case of this exercise, since the damage is .018” deep and each ply is .006” thick, the top three plies were removed from the CLT calculations. The global material properties were again derived using the same MATLAB program as for section 3.1, these values are provided in Table 3.15. Table 3.15 - Flawed [02,+45,-45,02] Material Properties Ex Ey Ez Gxy Gxz Gyx (msi) (msi) (msi) (msi) (msi) (msi) 17.75 4.05 4.05 3.60 3.60 1.83 νxy νxz νyz 0.46 0.46 0.10 As shown by the results, damaging or losing a few fibers does not produce a significant change in the material properties. This observation itself offers a testament the flaw tolerant nature of composite materials. However, to fully compare the composite yoke to the metallic results, these properties were then input into the composite yoke finite element model along with the flawed geometry for evaluation. 43 The resulting normal stress is shown in Figure 3.24. The shear stresses are also evaluated and the results are shown in Figure 3.25. Figure 3.24 - [02,+45,-45,02] Flawed Normal Stress (X) Figure 3.25 - [02,+45,-45,02] Flawed Shear Stress (XY) 44 While the overall results of the original finite element model predicted failure of the yoke, this failure did not occur in the flawed locations. Therefore an effective comparison of results is possible. The resulting normal stresses were 49.3 ksi at the inboard flaw and -22.2 at the outboard flaw, compared to the unflawed yoke which experienced 31.2 ksi at the inboard flaw location and -15.0 ksi at the outboard location. The flawed geometry exhibited shear stresses of 10.7 ksi at the inboard flaw and 7.7 ksi at the outboard flaw. This compares to the initial shear stress analysis which resulted in 7.7 ksi at the inboard location and 4.8 ksi at the outboard location. The calculated stress increases are shown in Table 3.16. Table 3.16 – HexPly 8552 Flawed Stress Increase Inboard Outboard Inboard Outboard Normal Normal Shear Shear 58.0% 48.0% 39.0% 60.4% The flawed results show some significantly greater increases than those of both metallic yokes. The stress risers do not appear to create additional failure modes, however the magnitude of the increases would lead to some concerns in other locations with higher initial stress. The normal stress risers are significantly higher than those for the metallic yokes, especially the outboard flaw which is roughly eight fold higher. The increase in shear stress at the inboard location is similar in magnitude to the results from the aluminum yoke. Yet the outboard flaw does not produce the huge shear stress riser as seen in the titanium and aluminum material. In contrary to the other cases, the yoke is predicted to fail in shear without the flaws, therefore the lug is a known failure mode that would require additional attention and likely some shape optimization. In reality the assumption that the three plies would become ineffective is very conservative. Impact experienced by the composite material will not necessarily cause the fibers to split, as the plies underneath will help to absorb the force. Also the loss of integrity would not occur throughout the part as modeled, instead it would be localized and the remaining fibers as well as the epoxy resin would remain intact to share the load. In addition the composite part is likely to have a smoother resulting flaw than the metallic yokes, which would reduce the possible stress riser due to geometry itself. 45 While the results of this comparison would imply that the titanium and aluminum materials are more flaw tolerant than the composite material, this is a very conservative approach and does not fully represent how the composite material would truly react. This is shown in part by the initial calculation of material properties without the top three plies, which had a minute effect. 3.3.4 Flaw Tolerance Comparison While this analytical evaluation of the flaw tolerance for each material case provides some interesting information and insight, the results are theoretical and do not provide a clear answer. Ultimately flaw tolerance must be evaluated via physical testing to prove that the component is capable of withstanding some damage. Analytical review of the flaw tolerance is rarely performed during preliminary design or in the case of a trade study. Regardless, the results do provide some insight for this comparison and the results are shown in Table 3.17. Table 3.17 - Flawed Stress Increase for all Materials Material Inboard Normal Outboard Normal Inboard Shear Outboard Shear 6Al-4V 20.5% 5.5% 18.2% 575% 7175-T74 30.0% 6.6% 30.0% 600% Layup 2 58.0% 48.0% 39.0% 60.4% 46 4. Conclusions In the helicopter industry, one of the greatest challenges is optimizing the design by maximizing strength while simultaneously reducing weight. Particularly in the rotor head design, structural components are typically manufactured from high strength metallic alloys. This is due to the high loading that these components experience and the catastrophic effect of component failure. However, in recent years the emerging capabilities of composite materials have triggered the notion that there may be a lighter alternative to the conventional high strength alloys. To evaluate the feasibility of this alternative, a comparison between a composite blade retention yoke and a metallic yoke has been performed. Ultimately the results of the finite element analysis reveal that composite materials cannot substitute a metallic component. Titanium 6Al-4V clearly provided the best strength characteristics and flaw tolerance as analyzed; however, titanium is also the heaviest material analyzed. The aluminum 7175-T74 material offered a lighter weight solution than titanium; however, the factors of safety were significantly smaller. Both metallic materials were able to withstand the centrifugal loading without predicting failure. The HexPly 8552, on the other hand, while offering exceptional directional stiffness and light weight, resulted in failure for all three compositions. In general, the flaw tolerance for all three materials was similar in nature; however, the composite analysis was very conservative due to the layered nature of a laminate. However, composite materials offer several variables which can alter the strength of the component. In light of the analytical results and opportunity for variation in composite materials, a substitution remains possible. Although composites may not be viable direct substitution for titanium or aluminum using identical geometry, with some modifications there is potential to design a sufficient yoke. These modifications would likely include a shape optimization, as shown with the minor geometry changes in section 3.2.6, significant stress reductions can be achieved by iterating the yoke design. Also, with the vast array of available composite materials, the laminate could be tailored to reduce stress. However these iterations are beyond the purposes of this preliminary comparison. 47 Conclusively, composite structural components have been proven to be feasible. Yet detailed analysis and extensive testing of an optimized composite blade retention yoke is required to validate these results. With increasing performance requirements and depletion of natural resources, composites are a technology that can be expected to emerge in the future. 48 References [1] Sirisalee, P., M. F. Ashby, G. T. Parks, and P. John Clarkson. "Multi-Criteria Material Selection of Monolithic and Multi-Materials in Engineering Design." Advanced Engineering Materials 8.1-2 (2006): 48-56. Print. [2] Metallic Materials Properties Development and Standardization (MMPDS-05).. U.S. Federal Aviation Administration. [3] Hexcel Corporation. "Hexcel.com - Prepreg Data Sheets." Hexcel.com - Carbon Fiber and Composites for Aerospace, Wind Energy and Industrial. 2011. Web. <http://www.hexcel.com/Resources/prepreg-data-sheets>. [4] Hexcel Corporation. HexPly® 8552 Epoxy Matrix. Dec. 2007. Raw data. Stamford, CT. [5] Hyer, M. W., and S. R. White. Stress Analysis of Fiber-reinforced Composite Materials. Lancaster, PA: DEStech Publications, 2009. Print. [6] United States of America. NASA. Goddard Space Flight Center. Structural Stress Analysis (PD-AP-1318). Apr. 1996. Web. [7] ADAMS, D. O. Flaw Tolerant Safe-Life Method. Rep. no. ADA389234. Stratford, CT: Sikorsky Aircraft, 1999. Print. 49 Appendix A – Classical Lamination Theory Code %Kevin Laitenberger %Masters Project %Classic Lamination Theory clear clc r = 150; r2 = r/2; %Material Properties E1 = 23800000000; E2 = 1700000000; v12 = .32; G12 = 2200000000; %Reduced Compliance Matrix S=zeros(3,3); S(1,1) = 1/E1; S(2,1) = -v12/E1; S(1,2) = S(2,1); S(2,2) = 1/E2; S(3,3) = 1/G12; S; C = inv(S); %Reduced Stiffness Matrix Q=zeros(3,3); Q(1,1) = S(2,2)/(S(1,1)*S(2,2)-S(1,2)^2); 50 Q(1,2) = -S(1,2)/(S(1,1)*S(2,2)-S(1,2)^2); Q(2,2) = S(1,1)/(S(1,1)*S(2,2)-S(1,2)^2); Q(2,1) = Q(1,2); Q(3,3) = 1/S(3,3); Q; Sbar=zeros(3,3,3); Qbar=zeros(3,3,3); %Layup layup1 = [0,0,45,-45,0,0,45,-45,0,0,45,-45,0,0,45,-45,0,0,45,-45,0,0,45,-45,0,0,45,- 45,0,0,45,-45,0,0,45,-45,0,0,45,-45,0,0,45,-45,0,0,45,-45,0,0,45,-45,0,0,45,-45,0,0,45,45,0,0,45,-45,0,0,45,-45,0,0,45,-45,0,45,-45,-45,45,0,-45,45,0,0,-45,45,0,0,-45,45,0,0,45,45,0,0,-45,45,0,0,-45,45,0,0,-45,45,0,0,-45,45,0,0,-45,45,0,0,-45,45,0,0,-45,45,0,0,45,45,0,0,-45,45,0,0,-45,45,0,0,-45,45,0,0,-45,45,0,0,-45,45,0,0,-45,45,0,0]; layup2 = [0,0,0,45,-45,0,0,0,0,45,-45,0,0,0,0,45,-45,0,0,0,0,45,-45,0,0,0,0,45,- 45,0,0,0,0,45,-45,0,0,0,0,45,-45,0,0,0,0,45,-45,0,0,0,0,45,-45,0,0,0,0,45,-45,0,0,0,0,45,45,0,0,0,0,45,-45,0,0,45,-45,-45,45,0,0,-45,45,0,0,0,0,-45,45,0,0,0,0,-45,45,0,0,0,0,45,45,0,0,0,0,-45,45,0,0,0,0,-45,45,0,0,0,0,-45,45,0,0,0,0,-45,45,0,0,0,0,-45,45,0,0,0,0,45,45,0,0,0,0,-45,45,0,0,0,0,-45,45,0,0,0]; layup3 = [0,0,0,0,45,-45,0,0,0,0,0,0,45,-45,0,0,0,0,0,0,45,-45,0,0,0,0,0,0,45,- 45,0,0,0,0,0,0,45,-45,0,0,0,0,0,0,45,-45,0,0,0,0,0,0,45,-45,0,0,0,0,0,0,45,45,0,0,0,0,0,0,45,-45,0,0,0,45,-45,-45,45,0,0,0,-45,45,0,0,0,0,0,0,-45,45,0,0,0,0,0,0,45,45,0,0,0,0,0,0,-45,45,0,0,0,0,0,0,-45,45,0,0,0,0,0,0,-45,45,0,0,0,0,0,0,45,45,0,0,0,0,0,0,-45,45,0,0,0,0,0,0,-45,45,0,0,0,0]; layup = input('Which layup for analysis? (1,2,3) ') if layup == 1 layup = layup1; elseif layup == 2 51 layup = layup2; elseif layup == 3 layup = layup3; end %Transformation for k = 1:r theta(k)= layup(k); t(k) = .006; m(k) = cosd(theta(k)); n(k) = sind(theta(k)); Sbar(1,1,k) = S(1,1)*(m(k)^4)+(2*S(1,2)+S(3,3))*(n(k)^2)*(m(k)^2)+S(2,2)*(n(k)^4); Sbar(1,2,k) = (S(1,1)+S(2,2)-S(3,3))*(n(k)^2)*(m(k)^2)+S(1,2)*((n(k)^4)+(m(k)^4)); Sbar(2,1,k) = Sbar(1,2,k); Sbar(1,3,k) = (2*S(1,1)-2*S(1,2)-S(3,3))*n(k)*(m(k)^3)-(2*S(2,2)-2*S(1,2)- S(3,3))*(n(k)^3)*m(k); Sbar(3,1,k) = Sbar(1,3,k); Sbar(2,2,k) = S(1,1)*(n(k)^4)+(2*S(1,2)+S(3,3))*(n(k)^2)*(m(k)^2)+S(2,2)*(m(k)^4); Sbar(2,3,k) = (2*S(1,1)-2*S(1,2)-S(3,3))*(n(k)^3)*m(k)-(2*S(2,2)-2*S(1,2)- S(3,3))*n(k)*(m(k)^3); Sbar(3,2,k) = Sbar(2,3,k); Sbar(3,3,k) = 2*(2*S(1,1)+2*S(2,2)-4*S(1,2)- S(3,3))*(n(k)^2)*(m(k)^2)+S(3,3)*((n(k)^4)+(m(k)^4)); Qbar(1,1,k) = Q(1,1)*(m(k)^4)+(2*Q(1,2)+4*Q(3,3))*(n(k)^2)*(m(k)^2)+Q(2,2)*(n(k)^4); Qbar(1,2,k) = (Q(1,1)+Q(2,2)- 4*Q(3,3))*(n(k)^2)*(m(k)^2)+Q(1,2)*((n(k)^4)+(m(k)^4)); Qbar(2,1,k) = Qbar(1,2,k); 52 Qbar(1,3,k) = (Q(1,1)-Q(1,2)-2*Q(3,3))*n(k)*(m(k)^3)+(Q(1,2)- Q(2,2)+2*Q(3,3))*(n(k)^3)*m(k); Qbar(3,1,k) = Qbar(1,3,k); Qbar(2,2,k) = Q(1,1)*(n(k)^4)+(2*Q(1,2)+4*Q(3,3))*(n(k)^2)*(m(k)^2)+Q(2,2)*(m(k)^4); Qbar(2,3,k) = (Q(1,1)-Q(1,2)-2*Q(3,3))*(n(k)^3)*m(k)+(Q(1,2)- Q(2,2)+2*Q(3,3))*n(k)*(m(k)^3); Qbar(3,2,k) = Qbar(2,3,k); Qbar(3,3,k) = (Q(1,1)+Q(2,2)-2*Q(1,2)- 2*Q(3,3))*(n(k)^2)*(m(k)^2)+Q(3,3)*((n(k)^4)+(m(k)^4)); end %Full Laminate Stiffness T = sum(t,2) T2 = T/2; z(1) = T2; for j = 2:r+1 z(j) = (T2)-t(j-1); T2 = z(j); zQbar(:,:,j-1) = Qbar(:,:,j-1)*t(j-1); z2Qbar(:,:,j-1) = Qbar(:,:,j-1)*(z(j)^2-z(j-1)^2); z3Qbar(:,:,j-1) = Qbar(:,:,j-1)*(z(j-1)^3-z(j)^3); end Qbar; %ABD Matrix A = sum(zQbar,3) 53 a = inv(A) B = sum(z2Qbar,3)/2 b = inv(B) D = sum(z3Qbar,3)/3 d = inv(D) %Laminate Material Properties Ex = 1/(a(1,1)*T) Ey = 1/(a(2,2)*T) Ez = Ey; Gxy = 1/(a(3,3)*T) Gxz = Gxy vxy = -a(1,2)/a(1,1) vyz = -a(1,2)/a(2,2) vxz = vxy Gyz = Ey/(2*(1+vyz)) %coordinate transformation theta_u = 20.7; theta_l = 65.7; Exglobal_u = Ex*cosd(theta_u)+Ez*sind(theta_u) Ezglobal_u = Ez*cosd(theta_u)+Ex*sind(theta_u) Exglobal_l = Ex*cosd(theta_l)+Ez*sind(theta_l) Ezglobal_l = Ez*cosd(theta_l)+Ex*sind(theta_l) -* 54