drive shaft failure of z-drive propulsion system · 2016-08-22 · • power redirected to...
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Drive Shaft Failure of Z-Drive
Propulsion System
Suzanne Higgins
Background
• Bunkering vessel “MV Southern Valour”
• Commissioned in 2008 in Singapore
• Operating in Cape Town harbour since August 2008
Z-Drive System
• Bunker barge powered by z-type propulsion system
• Power transmitted to bevel gears of above-water gear box
• Horizontal gears redirect power vertically to power
transmission shaft
• Drives bevel gear of underwater gear box
• Power redirected to horizontal propeller shaft
Z-Drive System
• Underwater gear box attached to steering tube
• Worm wheel mounted on steering tube
• Worm shaft engages with worm wheel
• Steering motor attached to worm-geared steering drive
• Two propellers
Failure
• Catastrophic failure of
drive shaft in splined area
• 2400 hours of service
• One Eighty appointed to
determine cause of failure
Materials Testing
• Need three tests to fully classify steel
• Spectrographic analysis: Low alloy
carbon steel AISI 4340
• Microstructure: Quench and
tempered; no anomalies.
• Hardness: HV 300
• Material properties used to determine
ultimate tensile strength for fatigue
calculations
Fracture surfaces
• Original fracture surface
• Characterised by beach marks
• Indicative of fatigue failure
• Angle of fracture surface
indicates failure due to bending
stress
• Fractured further on cutting
Fracture surfaces
• Fracture surface characterised
by beach marks
• Indicative of fatigue failure
• Angle of fracture surface
indicates failure due to
tangential stress
• Crack along root of spline
• Width of spline inconsistent
Fracture surfaces
• Fracture of remaining piece of shaft
on cutting
• Fatigue failure due to torsional stress
Fracture surfaces
• Single area of initiation
• A: Bending stress – Normal operation
• B: Tangential stress – Under normal
operating conditions, spline acts as a
uniform shaft. In this case, due to
inconsistent spline width, it acts as a
gear i.e. The force of the mating part
worked to open up the spline. Only
occurs due to deformation
• C: Torsional stress – Normal operation
Fatigue
• Fatigue is slow and insidious propagation of cracks under cyclic
loading.
• Two requirements: stress and cycles.
• Low cycle fatigue typically 103/4 cycles.
• High cycle fatigue typically >106 cycles
• Shaft rotates and each rotation represents one stress cycle.
• Number of cycles of drive shaft calculated as:
Cycles = Input rpm x Gear ratio x (Service hours)/60
= 1.88 x 107 cycles
• Category of high cycle fatigue
Fatigue • Endurance limit is the stress limit below which fatigue will not occur for
infinitely may cycles.
Stress limits
• For high cycle fatigue, endurance limit is 20-50% of UTS
• Material properties used to find UTS
• Endurance limit further modified to take into account various factors:
• Surface factor
• Size factor
• Stress concentration factor
• Temperature factor
Stress limits
Operating Condition Failure stress
Ultimate Tensile Strength 1000 MPa
Endurance limit 200 –500 MPa
Endurance limit - modified 54 –134 MPa
Bending moment calcs
• Need to determine bending moment at point of failure.
• Two known forces calculated from torque using power and speed
data.
• Distances a,b,c,d measured on site.
• Three unknown reaction forces at bearings
Bending moment calcs
• Two equations
• Sum of forces: F1+F2=R1+R2+R3
• Moment equilibrium: F2a+R2b+R3(b+c)-F1(b+c+d)=0
• Statically indeterminate system of degree 1
• Method of superposition – The combined effect of the loads is the sum
of the loads acting separately.
• Compatibility equation – Sum of deflections is zero at reaction force
• Designate one of reactions as redundant force (R2)
R2
=
+
y
y’
Bending moment calcs
• Step 1:
• Choose R2 as redundant force and remove from system
• Two unknowns and two equations
• Determinate system
• Solve for deflection at R2 position due to applied loading (y)
Bending moment calcs
• Step 2:
• Remove applied forces F1 and F2
• Solve for deflection at R2 position due to redundant force (y’)
• Two equations, three unknowns
• Deflection expression in terms of R2
R2
Bending moment calcs
• Step 3:
• Deflection at R2 is sum of the deflection due to applied
loading and deflection due to redundant force.
• Deflection at R2 = 0
• Use compatibility equation to solve for R2:
y+y’ = 0
Bending moment calcs
• Step 4:
• Original bending moment diagram
• Only two unknowns R1, R3
• Determinate system
• Resolve all forces
• Step 5:
• Calculate bending moment at point of failure
Deflection calculations
M/I = σ/y
• Bending moment at point of failure known.
• Second moment of Inertia calculated from spline diameter:
I = π(do4 – di
4))/64
• Know minimum stress required for fatigue failure (modified
endurance limit)
• Can either substitute maximum deflection values to determine if
stress levels are high enough for failure.
• Do not know maximum deflection value.
Deflection calculations
• Calculate deflection required for failure at each stress level
and determine if it is reasonable.
Stress type (Mpa) Deflection required (cm)
Yield stress 13.63
Endurance limit 2.90
Modified endurance limit 0.45
• Damaged spline leads to fatigue failure.
Visual inspection
• No signs excessive wear on
bearings or other parts
Visual inspection • Large dent of Kort nozzle (houses
propeller)
Visual inspection
• Using typical material properties, calculated that
force in order of 20kN is required to cause
deformation.
• Given the vessel’s tonnage and speed, feasible
that this could be a result of a collision during
operation.
Possible Sources of Fatigue
Fatigue source Consequence Evidence found
Cavitation Vibration on the drive assembly No pitting on propeller
surface
Misalignment Bending moment causing wear on
bearing
No excessive wear on
bearings
High stress event Localised damage on shaft creating
initiation sites for fatigue under normal
operating conditions
Damage on Kort nozzle
Conclusions
• Shaft has multiple fracture surfaces characterised by beach
marks indicating failure by fatigue.
• Single initiation site indicating high stress event, such as knock
to the Kort nozzle.
• High stress event resulted in deformation of spline, causing it to
act as a gear.
• Tangential force acts to open up spline.
• Likely that this occurred first.
• Opening of this crack increased stress concentrations.
Conclusions
• Fatigue cracks initiated under bending and torsional stress,
present under normal operating conditions.
• As cracks propagated, load transferred to intact areas,
increasing stress.
• Stress becomes greater than the UTS of the material.
• Remaining areas fail by fast fracture.
THANK YOU!