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26th ICAF Symposium Montreal, 1-3 June 2011*Challenges in Damage Tolerance Approach forDynamic Loaded Rotorcraft Components FromRisk Assessment to Optimal Inspection PlanningJack Zhao1 and David Adams21 Structural Methods and Prognostics2 Ground TestSikorsky Aircraft CorporationStratford, CT 06516USAjzhaosikorsky.comAbstract. The use of Crack Growth Damage Tolerance as a substantiation methodology for helicopter dynamic components is receiving increased attention as a logical and viable improvement in fatigue reliability and structural integrity. Ithas seen only limited use in helicopters because the addition of difficult periodic inspections was seen as a significant burden to the operator. However the certifying agencies are moving towards the simultaneous use of both Safe-Life and Damage Tolerance methodologies on each component. In order to mitigate the cost issue, a means to optimize the inspection protocol using a risk-informed damage tolerance based fatigue reliability model and maintenance optimization tool is evaluated in this paper. It was desired to maintain the same “6-9s” level ofstructural reliability for Damage Tolerance that is now the standard practice for safe-life substantiations. The newly developed fatigue reliability methodology incorporates the variabilities in initial crack size, crack growth rate, nondestructive inspections, flight loads, and the usage spectrum. The reliability model is further integrated with optimization technique for inspection planning. An example case using the crack propagation test result from a helicopter main rotor spindle is evaluated with the reliability model. The concept of DT risk assessment and optimal inspection planning, impact of NDI detection capability and repair quality on risk reduction, and importance of incorporating CBM logistic requirement are demonstrated. It is concluded that a fatigue reliability model forDamage Tolerance was successfully demonstrated and that it can be used to determine an optimized inspection protocol that reduces the operators inspection burden while providing the required 6-9s level of fatigue reliability.1 IntroductionDamage Tolerance, specifically Crack Growth Damage Tolerance, has been successfully applied in a limited number of helicopter fatigue substantiations for * Oral presentation.928 J. Zhao and D. Adams more than 50 years, although it was originally called “Fail-Safe” methodology. The number of applications is now increasing, driven by an increased emphasis on Damage Tolerance by civil and military certifying agencies. The FAAs Amendment 28 to FAR 29.571 in 1989 provided that Fail-Safety (Damage Tolerance) was an equal-choice option to Safe Life as a substantiation methodology. And a pending new 29.571 will require implementation of both methods on every substantiated component. Damage Tolerance methodology relies on the assumption that the component exhibits some initial damage that subsequently grows progressively over a period of time prior to catastrophic failure. A successful damage tolerance design must be capable of: 1) predicting crack initiation; 2) accurate modelling of subsequent crack growth; and 3) adequate NDI methodology with suitable inspection schedule. The advantage of a Crack Growth Damage Tolerance method over Safe Life is that the cause of an initial crack or damage does not matter since the inspection program will detect the presence of whatever crack occurs before it becomes catastrophic, with a significant safety margin. The disadvantage is the cost of theinspection program in terms of the intrusive down time, man-hours, training, and equipment required. Damage Tolerance will not be accepted as a viable and desirable methodology unless its benefits are perceived to be worth its cost. There is, therefore, an opportunity to employ a reliability approach to determine an optimum inspection methodology one that provides a required level of structural reliability but does not require unnecessary or too-frequent inspections.Conventional Approach to Crack Growth SubstantiationsSikorskys methodology for the substantiation of flight-critical fatigue-loaded components is entirely empirical and was initially developed in the early 1960s for aluminium spar main rotor blades. This substantiation, called “Blade Inspection Method”, or BIM, is still in use today on thousands of rotor blades. It is based on sensing a loss of internal gas pressure in the event of a spar crack, with the inspection interval based on a full-scale fatigue test program that fully characterized the crack growth behaviour under conservative maximum flight loads and severe usage. Sensing of the pressure loss is done by a special visual indicator at the blade root. The inspection interval is essentially a pre-flight visual inspection that was set at minimum 3 to 1 reduction in the test crack growth time from detection to failure. Inspections start at zero time. This method conservative full-scale test determination of crack growth, demonstration of a field inspection method, determination of a failure point, and an inspection interval based on a fraction of the test time is still in use today with a few developments. We now require a static test demonstration for critical crack size, we avoid the inclusion of any blunting effect in metals due to highfatigue test loads, we have employed the method in composites, and we have standard methodology for number of fatigue test specimens and the inspection interval reduction factor. The basic method is accepted by all of our civil and military certifying agencies as illustrated in the figure below from the FAAs AC29-2C MG-11. Damage Tolerance Approach for Dynamic Loaded Rotorcraft Components 929Fig. 1 Potential-to-Functional Failure Curve from NAVAIR 25-403.A reliability determination has not been part of the current crack growth damage tolerance method. Because of the conservative treatments of the flight loads, the usage, and the test-based crack growth characteristics in the substantiation, the current method meets the generic requirement that failure is “extremely remote”, and this criteria has been achieved in 50 years of service. There has been a methodology development, Reference 3, called “Empirical Damage Tolerance”, which allows the determination of an inspection interval for a different load spectrum than was applied in the full-scale test program. This development is also useful in the reliability studies that follow and is described inmore detail later.Reliability-Based Approach to Helicopter Damage ToleranceThe work done to show the reliability of a Damage Tolerant approach for helicopter dynamic component fatigue is not extensive. One early effort did show that a 6-9s level of reliability was achieved for a multiple load path case, Reference 9. However a good starting point for reliability-based approach is Reliability-Centered Maintenance (RCM) as described in NAVAIR 25-403, Reference 5. The figure below illustrates the key points of RCM. This is a much more general methodology, referring to the decline in a functional capability to the point where the functionality is declared failed. The figure is generally known as a P-F curve. The P-F interval is the age interval (in flight hours, cycles, or calendar time) between the Potential Failure (some loss of functionality) becoming detectable (P) to the point of the defined functional failure (F). The inspection interval (I) is a defined fraction of the PF interval. 930 J. Zhao and D. Adams Fig. 2 Potential-to-Functional Failure Curve from NAVAIR 25-403.A reliability-based optimal inspection interval would provide a required predetermined level of structural reliability while minimizing the cost of conducting inspections too frequently. One simplified approach to the reliability is discussed in NAVAIR 25-403, where the Inspection Interval was initially determined by requiring that the projected probability of failure be reduced to less than or equal to the acceptable probability of failure. The interval of on-condition task, denoted as I, can be estimated by:where PF is the Potential-to-Functional failure interval and n denotes the number of inspections during P-F interval. In general, n can be determined by either safety requirements or cost optimization. For flight-critical components, the total riskconsidering the inspections shall not exceed the maximum acceptable risk, Therefore,where acc P is the maximum acceptable level of probability of function failure and is probability of detecting a potential failure in one inspection assuming it exists. The equation above implicitly assumes the failure will always occur in the P-F interval and a constant detectability which is independent to the size of damage. The extreme condition satisfying the risk constraint occurs if the total risk equals to the maximum acceptable level. Accordingly, the number of inspections can be determined by Damage Tolerance Approach for Dynamic Loaded Rotorcraft Components 931 The approach outlined in Eq. 1-3 is based on assumption that a potential failure always exists within the P-F interval and is independent between inspections. As a result, the inspection interval may be too conservative, meaning too-frequent inspections, which does not meet our minimized cost objective. The basic RCM approach does not consider the failure mechanics or the scatter of failure progression. Often, the potential failure mode under consideration exhibits inherent randomness. This is particularly important for the failure modesassociated with progressive damage accumulation such as crack initiation and growth, corrosion, and mechanical wear. To effectively address variability and uncertainty of damage progression and understand their impact on P-F interval, it is highly desirable to incorporate stochastic characterization of failure progression into the RCM process. In this paper, a new approach is proposed to establish a risk-based interval for on- condition tasks by incorporating a baseline probability of failure and a characteristic detectability for inspection capability. Generally, the probability of failure for a component under scheduled inspections can be expressed as the probability of a sequence of events, such as:Where, pF0 is the probability of failure before the first inspection due to excessive damage progression; G i p is the probability that damage will grow to a detectable limit right before the ith inspection (i =1,2, n); ND i p is the conditional probability that inspection will not be able to detect damage at the ith inspection given that damage exists, and F i p is the conditional probability that un-detected damage at the ith inspection will further grow to failure before the next inspection (i+1)th or end of intended service life. Clearly, the probability of failure of these events depends on the probability of damage progress, inspection capability, the timing of inspection, and the number of inspections. Therefore, a more rigorous risk assessment of inspection planning requires comprehensive understanding of the physics of damage initiation, progression and associated randomness, as well as the mathematical model representing inspection capability, and advanced probabilistic methodology capable of performing complicated numerical simulation and assessment. Due to its simplicity for further implementation, the concept of P-F interval and procedure outlined in NAVAIR 00-25-403 serve as a good starting point for establishing a rough estimate of inspection interval. For the purpose of addressing inherent randomness of failure progression and to further facilitate quantitative risk assessment and management for CBM, a more rigorous approach incorporating physics-based damage accumulation model, inspection capability, and advanced probabilistic methodology is needed urgently.932 J. Zhao and D. Adams2 Challenges in a Damage Tolerance ApproachIn damage tolerance approach, structural integrity is ensured through a predictive crack growth model representing the true nature of damage progression, nondestructive inspections to eliminate excessive damaging, and proper repair and maintenance actions. Many factors affects the effectiveness, robustness, an accuracy of the damage tolerance approach, including validation of crack growth model, qualify capability of desirable NDI methods, developing optimal inspection plan, establishing repair limits and criteria for proper maintenanceactions, and setting up rational level of target reliability for risk management. This paper discusses some of the aforementioned technical challenges associated with rotorcraft components and presents a stochastic methodology for predicting rotorcraft component fatigue lifetimes and optimal inspection intervals and assessing underlying risk.Prediction of fatigue crack growth behaviourDamage tolerance approach relies heavily on capability of a fracture mechanics (FM) model to accurately predict potential damage progression initiated at preidentified locations. Several commonly used FM software packages are available for such purpose, including NASGRO, AFGRO, and FASTRAN. They are developed based on linear elastic fracture mechanics and possess a rich library of stress intensity solutions for the commonly encountered structural configuration and geometric profile for anticipated crack growth. From time to time, moreadvanced fracture mechanics may be employed for more complicated crack growth behaviour, structural layups, and loading, if there is the stress intensity solutions do not exist. These advanced fracture mechanics tools, such as BEASY and FRANC-3D, engage boundary element based numerical procedure and simulation. Occasionally, the crack behaviour will also be observed and derived directly from crack growth testing at full component level, such as the empirical damage tolerance approach reported in Reference 3. These approaches represent various levels of modelling and numerical simulation efforts to ensure adequacy of the fracture mechanics model building and accuracy of the predictive capability. For the purpose of qualifying a crack growth model for further DT application, model validation is critical important. There are several ways to achieve the goal. One engages seeded fault testing and the other is to compare the predicted results against the fielded cracking data for further correlation.Uncertainty modeling and quantification for DT approachPrimarily, probabilistic uncertainty analysis and risk assessment involves modeling all of the fundamental quantities entering the problem, and also all uncertainties that arise from lack of knowledge in these quantities, which may affect failure of the component or system. These terms are referred to as basic variables including quantities of structural dimensions and material properties, yield stress and other ultimate response limitations, operating conditions and degradations, environmental and loading factors, etc. The sources of uncertainty in Damage Tolerance Approach for Dynamic Loaded Rotorcraft Components 933 probabilistic analysis can be mainly classified into two categories as aleatory and epistemic uncertainties. Aleatory uncertainties refer to the natural randomness associated with an uncertain quantity, which is inherent in time, in space and measurements. This kind of uncertainty is quantified through the collection and analysis of data to fit to theoretical distributions and, since it is inherent, it cannot be reduced. Epistemic uncertainties reflect a lack of knowledge or information about a quantity, which can be considered in either model or statistical uncertainty-subdivisions. Modal uncertainties arise from simplifications and idealizations that are necessary to model the behavior in a reliability analysis, or from an inadequate understanding of the physical causes and effects. Statistical uncertainties are only due to a shortage of information, and originate from a lack of sufficiently large samples of input data. Statistical uncertainties can be reflectedthrough either parameters of a distribution with a limited set of data or the type of a theoretical distribution to be chosen to fit to data. Since epistemic uncertainty is associated with a lack of knowledge and/or information it follows that it can be reduced through an increase in knowledge by gathering data for a longer period, taking more measurements or carrying out further tests, doing research, and by expert judgment. In order to consider these uncertainties in a structural analysis, appropriate uncertainty models are essential for performing reliability methods to estimate the probability of failure. As one of the key building blocks of a damage tolerance risk assessment and design process, all the sources of uncertainty and their statistical characteristics related to the key design variables must be identified, quantified and further integrated into probabilistic damage tolerance design system. It is well recognized that fatigue initiation and its subsequent crack growth is a random phenomenon. As depicted in Figure 3, various sources of uncertainties contribute to random fatigue and fracture process, including fatigue initiation time, micro-crack initiation and propagation, stress intensity threshold, crack growth rate, usage and loads, and inspection capability for product/in-service inspection.Fig. 3 Uncertainty Identification for Damage Tolerance Approach.It is beyond the scope of this paper to provide comprehensive review of the statistical procedure for modelling of aforementioned sources of variability associated with DT assessment, details of statistical procedure, methodologies, and practices for DT uncertainty identification and modelling can be found inreference 10.934 J. Zhao and D. AdamsProbabilistic risk assessment methodologyProbabilistic methodologies have been widely applied for uncertainty quantification and associated risk assessment. Among the procedures developed for structural reliability assessment and failure probability prediction, a prominent position is held by simulation methods. The Monte Carlo simulation technique, as the basis of all simulation-based techniques, is the most widely applied numerical tool in probabilistic analysis. The convergent rate of the Monte Carlo estimator is appropriately measured by the coefficient of variation of the estimated probability of failure. In general, the basic Monte Carlo technique requires a large sample size to achieve accurate estimate of probability of failure. This becomes a major limitation for the practical application of basic Monte Carlo simulation in structural reliability applications involved in a small probability of failure. To address the challenge, the Importance Sampling technique has been developed and becomes the most prevalent approaches in the context of simulation-based methods for probabilistic analysis. In importance sampling scheme, instead of drawing random samples arbitrarily as the way implemented in a basic Monte Carlo simulation, the majority of the random samples are drawn from the region that contributes the most for the probability of failure. Several approaches can be employed to identify the important region; including 1) MPP obtained through first order reliability methods (FORM) or second order reliability methods(SORM) solution; 2) a priori estimate from pre-sampling; and 3) Markov Chain Monte Carlo simulation. In general, the efficiency of the Importance Sampling technique improves significantly with a large reduction of the variance of estimator, once the appropriate Importance Sampling density function isidentified. In general, DT risk assessment requires generating and repeatable drawings of short-life samples. This requirement dictates the utilization of sampling based methodology in risk a
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