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This paper describes the dynamic behavior of a rotating composite shaft subjected to
axial periodic forces using the finite element method. Laminated composite shafts are
modelled using Timoshenko beams. The numerical results show good agreement with the
reported beams models. Effects of static and time dependent components of axial loads on
the stability of the composite shaft are studied. This paper also investigates the effect of
the rotational speeds and the disk on the unstable regions of the shaft. The numerical results
show that for the same geometric parameters, a steel shaft has a lower frequency than that
of the composite shafts; however, the steel shaft is more stable than composite shafts
because the shaftdisk system is subjected to axial periodic forces at lower rotational
speeds. Also, the effect of the gyroscopic moments makes the steel shaft more sensitive to
the periodic axial load than the composite one.
7 1998 Academic Press Limited
1. INTRODUCTION
Sturdy and robust fiber-reinforced composite materials, with high strength and stiffness
ratios coupled with a low specific weight, are attractive for developing light weight drive
shafts. The designed composite shafts are often in the form of multilaminar cylindrical
shells. Therefore, shell theory can be used to study the vibration characteristics of the
composite shafts. Most studies for the analysis of shells are based on either the classical
shell theory or thick shell theories. Classical shell theory is widely used for analyzing thin
shells, although it is simple and neglects the transverse shear effects. Thin shell analyses
of composite material have been performed by Dong [1] using Donnells shallow shell
theory, by Bert et al. [2] using Loves first approximation theory and by Padovan [3] using
Novozhilovs higher order theory. Thick shells are analyzed, including the shear
deformation effect, and the Donnells, Loves and Sanders theories were developed [47].
Bert and Kumar [8] presented a model for moderately thick shells by considering thickness
shear deformation and rotatory inertia for predicting the free vibrational behavior of
complete cylindrical shells cross-ply laminated bimodulus composite materials. Rotating
shells were studied by Fox and Harkie [9] using Flugges thin shell theory, by Smirnov
[10] using Novozhilovs shell theory, and by Chen et al. [11] to describe the vibrations at
high rotating speeds undergoing large deformations. The frequencies and damping factor
of rotating cylindrical shells were studied by Sivadas and Ganesan [12], who used theory
for moderately thick shells and considered shear deformation and rotatory inertia.
89 & '8 9
s1 11
Q 12
Q 16
Q o1
s2 = Q
12 22
Q 26
Q o2 , (1)
t6 16
Q 26
Q 66
Q g6
where s1 and s2 are in-plane normal stresses, t6 is the in-plane shear stress; o1 and o2 are
in-plane normal strains, and g6 is the in-plane shear strain. The transformed Q s can be
expressed in terms of the planar reduced stiffness Qs [25]. The following derivation
Y
y t
P(t) P(t)
X, x
L1
L
Z t
z
Figure 1. A rotating rotordisk assembly subjected to axial compressive loads.
y* Y
X, x*
Z t
z*
Figure 2. The whirl frame (x*y*z*) and the inertia frame (XYZ).
218 .-. . .
resembles that presented by Bert [19], where the bending and torsional energy for the
laminate shaft are shown as:
g
N
U1 = s 1
2 (s1(k) o1(k) + t6(k) g6(k) ) dV, (2)
k=1 V
in which a, b and f represent the rotations about the y-, z- and x-axes respectively; r is
the radial component of the polar co-ordinate for the circular-cross-section shaft.
Using equations (1) and (3), the strain energy u1 can be expressed as
g
L
p N (k) 4 p N (k) 4
CB = s Q [R Ri(k)
4
], CT 0 s Q [R Ri(k)
4
], (4)
4 k = 1 11 o(k) 2 k = 1 66 o(k)
where CB and CT are the bending and torsional rigidities, and Ri(k) and Ro(k) are the inner
and outer radii of the kth ply.
The out-of-plane shear strain energy is given by
g
L
where the shear rigidity CS 0 kG12 A and k = 1/(2 G12 v12 /E1 ). (Dharmarajan and
McCutchen [26]); G12 denotes the major shear modulus, v12 , the major Poissons ratio, E1 ,
the major elasticity modulus. Adding equations (4) and (5), the total strain energy for the
laminated composite shaft can be obtained as
g
L
Ucom = U1 + U2 = 12 {CB (a'2 + b'2) + CT f'2 + CS [(v' b)2 + (w' + a)2]} dx. (6)
0
The v and w represent the translations of the central line of the shaft in the y and z
directions respectively. The prime (') denotes differentiation with respect to the spatial
co-ordinate x. This model assumes that the ply angle of the composite shaft is (2u)n . This
16 being negligibly small, and therefore the
assumption results in the reduced stiffness Q
bendingtwisting coupling effect can be neglected.
Using the Timoshenko beam theory, the displacement fields of a shaft are described in
the rotating frame (x, y, z) as
oxx = yb' + za', oxy = 12 (b + v' zf'), oxz = 12 (a + w' + yf') (8)
and
sxx = E(yb' + za'), txy = kG(b + v') Gzf', txz = kG(a + w') + Gyf' (9)
T 1
Comparison of the present results with reported results for an orthotropic shell
[8]. (L = 08 m, R = 0063 m, t = 051 mm, E11 = 214 GPa, E22 = 186 GPa,
v12 = 028, G12 = 517 GPa)
Investigator Method First bending (Hz) Second bending (Hz)
Bert and Kumar [8] TST 534 1290
SDT1 533 1290
SDT2 534 1290
Singh and Gupta [22] TST 5335 1289
SDT1 5334 1290
TBT 5333 1290
Present TBT 5345 12923
TST: thin shell theory; SDT1: shear deformable theory; SDT2: shear deformable theory with
rotatory inertia; TBT: Timoshenko beam theory.
T 2
Material properties and geometric parameters of the composite shaft
Properties
ZXXXXXXXXXXXXXXXXCXXXXXXXXXXXXXXXXV
Material E1 (Gpa) E2 (Gpa) v12 G12 = G13 (Gpa) G23 (Gpa) r
BE 211 241 036 690 690 1967
GE 139 110 0313 605 378 1578
BE, Boronepoxy, GE, Graphiteepoxy: geometric parameters length L = 247 m; mean diameter = 1269 cm;
wall thickness = 1321 mm.
T 3
Critical speeds of the composite shaft with the layers of boronepoxy and the stacking
sequence 90/245/(0)6 /90
Investigator Method of determination Critical speed (r.p.m.)
Zinberg and Symonds [13] Theoretical 5780
Experimental 5500
Bert [19] BernoulliEuler beam theory 5919
Bert and Kim [20] BresseTimoshenko beam theory 5788
Present Timoshenko beam theory and finite 5714
element method
220 .-. . .
The strain energy of the rotating shaft can be derived from equations (8) and (9).
Uiso = 12
ggg V
(sxx oxx + 2txy oxz + 2txz oxz ) dV
g
L
= 12 {EI(a'2 + b'2) + kGA[(v' b)2 + (w' + a)2] + GIP f'2} dx, (10)
0
where E is the Youngs modulus, G the shear modulus, k the shear correction factor, I
the area moment of inertia and IP the area polar moment of inertia.
The kinetic energy of the shaft, referred to the fixed frame (X, Y, Z), can be written as:
g
L
(a)
0.4
0.2
0.0
(b)
0.4
0.2
0.0
(c)
0.4
0.2
0.0
1 2 3 4 5 6
/
Figure 3. Regions of dynamic instability for the first mode of a rotating shaft, P* = 9717CB /L 2,
6 = 9778(CB /rAL 4)1/2, a = 0. (a) V = 0 r.p.m; (b) V = 10 000 r.p.m.; (c) V = 20 000 r.p.m. From left to right:
(260)5 , steel, ( 2 30)5 , (0)10 .
221
where r is the density, V and W are the displacement along the Y- and Z-axes, uY and
uZ are the rotations about the Y- and Z-axes, and a dot () denotes differentiation with
respect to time t. The kinetic energy form illustrated in equation (11) is used for isotropic
and composite shafts.
Consider the disk as a rigid body, then the kinetic energy can be calculated by integrating
equation (11) over the disk, with the deflection V, W, uY and uZ assumed to be independent
of x. The kinetic energy of the disk is expressed as
where Md is the mass, J the mass moment of inertia and JP the mass polar moment of
inertia of the disk. Equations (11) and (12) consider the effects of rotatory inertia and
gyroscopic moment.
(a)
0.4
0.2
0.0
(b)
0.4
0.2
0.0
(c)
0.4
0.2
0.0
6 8 10 12 14 16 18
/
Figure 4. As Figure 3 but for the second mode.
222 .-. . .
(a)
0.8
0.0
(b)
1.6
0.8
0 40 80
(r.p.m. 1000)
Figure 5. The width of the unstable region when a = 0 and b
= 05. P* = 9717CB /L 2, 6 = 9778(CB /rAL 4)1/2;
(a) first mode, (b) second mode. Key: , (0)10 ; q, (30)5; w, (60)5 ; R, steel.
A rotating shaft subjected to an axial compressive load P(t) will perform work given
by the following equation, which considers stability analysis.
g
L
In order to calculate the governing equations, the strain energy of a shaft should be
expressed in the fixed frame. The displacement vector for the fixed frame is
{Q} = {V, W, uY , uZ , f}T, and that for the rotating frame is {q} = {v, w, a, b, f}T. The
two frames are related from {q} = [R]{Q}, the transform matrix [R] is:
K
G cos Vt sin Vt 0 0 0 L
G
Gsin Vt cos Vt 0 0 0 G
[R] =G 0 0 cos Vt sin Vt 0 G. (14)
G 0 0 sin Vt cos Vt 0
G
G G
k 0 0 0 0 1 l
The strain energy Ucom and Uiso are defined as
g
L
Ucom = 12 {CB (u'Y2 + u'Z2 ) + CS [(V' uZ )2 + (W' + uY )2] + CT f'2} dx, (15)
0
and
g
L
Uiso = 12 {EI(u'Y2 + u'Z2 ) + kGA[(V' uZ )2 + (W' + uY )2] + GIP f'2} dx, (16)
0
223
0.4
0.2
0 4 8
/
Figure 6. Effect of static load factor a on the regions of dynamic instability of a rotating shaft, with the stacking
sequence (260)5 , V = 40 000 r.p.m. Key: , a=02; w, a = 05.
g
L
1.0
(a)
0.8
Width of the unstable region
0.6
0.4
2.0
(b)
1.5
1.0
0.5
0 25 50 75 100
(r.p.m. 1000)
Figure 7. The width of the unstable region for the case of the stacking sequence (260)5 at b
= 05; (a) first
mode, (b) second mode. Key: , a=01; q, a = 03; w, a = 05.
224 .-. . .
(a)
0.4
0.2
0.0
0.5 1.5 2.5
(b)
0.4
0.2
0.0
6 8 10
/
Figure 8. Regions of dynamic instability for the composite shaft with the stacking sequence
(90/245/(0)6 /90), p* = 904CB /L 2, 6 = 643(CB /rAL 4)1/2, a = 05, V = 0 r.p.m.; (a) first mode, (b) second
mode. Key: , L1=L/2; w, L1 = L/3; e, L1 = L/6.
(a)
0.4
0.2
0.0
0.5 1.5 2.5
(b)
0.4
0.2
0.0
6 8 10
/
where Ni (j), (i = 1, 2, 3, 4), represent the one dimensional local cubic Hermite polynomial
shape function, where detailed forms are listed in Appendix A. If equation (18) is
substituted into equations (11), (12) and (1517), the potential energy U e and the kinetic
energy Te can be rewritten in terms of the nodal displacement vector as
U e = 12 {Qe}T[Ke]{Qe} 12 P(t){Qe}T[KeG ]{Qe}, (19)
T e = 12 {Qe}T[Me]{Qe} 12 V{Qe}T[GeY ]{Qe}, (20)
Reformulating all elements, the Lagrangian functional L* is expressed as
L* = s (U e T e). (21)
e
3.1.
In order to validate the present model, critical speeds of the composite shaft are
compared with those in previous works. The supports of the rotating shaft are assumed
to be isotropic; therefore, a rotating reference frame can be used to analyze the whirl speeds
of a rotating shaft under an axial load. The displacement variables between the fixed
(XYZ) and the whirl (x*y*z*) frame co-ordinates are related as:
{Q}T = [R*]{p}T, (23)
where
Kcos vt sin vt 0 0 0 L
G G
Gsin vt cos vt 0 0 0 G
[R*] = G 0 0 cos vt sin vt 0 G (24)
G 0 0 sin vt cos vt 0 G
G
k 0 G
0 0 0 1 l
Since the displacement vector {p} is constant relative to the whirl frame (x*y*z*), the
systems equations of motion can be simplified into the following form [27]
([K] P(t)[KG ]){p} v 2([MT ] + (1 2l)[MR ]){p} = {0}, (25)
226 .-. . .
where l 0 V/v and v is the whirl speed; [M] 0 [MT ] + [MR ], [MT ] is the translational mass
matrix and [MR ] is the rotatory inertia matrix. The whirl ratio l is +1 for forward whirl
mode and 1 for backward whirl mode.
3.2.
A fraction of the non-rotating, fundamental static buckling load P* can describe a
rotating shaft subjected to a periodic axial force P(t) = P0 + Pt cos ut, where u is the axial
disturbance frequency, and the static and time dependent components of the load are given
by
P(t) = aP* + b
P* cos ut. (26)
If the static and time dependent components of the load are applied similarly, then
equation (22) changes to be following equation.
[M]{Q} V[GY ]{Q} + ([K] (aP* + b
P* cos ut)[KG ]){Q} = 0. (27)
Equation (27) represents a system of second order differential equations with periodic
coefficients of the MathieuHill type. The theory of linear equations with periodic
coefficients predicts that the boundaries between stable and unstable regions can be
constructed by periodic solutions of period T and 2T, where T = 2p/u. The solutions with
period 2T are important. Equation (28) describes a first approximation of the periodic
solutions with period 2T [23]
{Q} = {a} sin (ut/2) + {b} cos (ut/2). (28)
Substituting equation (28) into equation (27) and equating the coefficients of the
sin (ut/2) and cos (ut/2) terms provides a set of linear homogeneous algebraic equations
in terms of {a} and {b}. The conditions for the set of linear homogeneous equations to
have non-trivial solutions is
b b
[K] (aP*
bP*/2)[KG ] (u 2/4)[M] (Vu/2)[GY ]
= 0. (29)
(Vu/2)[GY ] [K] (aP* + b
P*/2)[KG ] (u 2/4)[M]
Equation (29) can be referred to as the equation of boundary frequencies, and can be used
to calculate the boundaries of instability regions.
5. CONCLUSIONS
The Timoshenko beam and a finite element technique was used to model the laminated
composite shaft and to determine the regions of dynamic instability of the rotating shaft.
The present numerical results agree with those in reported literature. The natural frequency
of the composite shaft would be higher than the steel shaft for the same geometric
parameters. Owing to its higher density, the steel shaft is more sensitive to the rotational
speed than is the composite shaft. The stacking sequence of the composite shaft profoundly
228 .-. . .
effects the critical speed and the dynamic stability of the composite shaft. The influence of
the disk on the dynamic stability is also studied in this work. Decreasing the length L1 causes
broadening of the first unstable region, and narrowing of the second region. Therefore, a
decrease in the length L1 makes the rotating shaft less stable when a lower disturbance
frequency is applied and more stable when a higher disturbance frequency is applied.
ACKNOWLEDGMENT
The authors sincerely acknowledge the financial assistance of the National Science
Council under Grant No. NSC 84-2212-E-006-088.
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APPENDIX
The cubic Hermite polynomial shape functions:
K
G(Aij ) 0 0 0 0 L
G K
G0 0 0 0 0L
G
G 0 (Aij ) 0 0 0 G G0 0 0 0 0G
[MT ] =G 0 0 0 0 0 G, [MR ] =G 0 0 (Bij ) 0 0 G,
G0 0 0 0 0 G G0 0 0 (Bij ) 0G
G
k0 G G G
0 0 0 (Cij ) l20 20 k0 0 0 0 0 l20 20
K
G0 0 0 0 0 L
G
G0 0 0 0 0 G
[GY ] =G 0 0 0 2(Bij ) 0 G,
G0 0 2(Bij ) 0 0 G
G
k0 G
l20 20
0 0 0 0
K
G (Dij ) 0 0 (Hij ) 0 L
G
G 0 (Dij ) (Fij ) 0 0 G
[K] =G 0 (Gij ) (Eij ) 0 0 G,
G (Iij ) 0 0 (Eij ) 0 G
G
k 0 G
0 0 0 (Jij )l20 20
K(Lij ) 0 0 0 0L
G G
G 0 (Lij ) 0 0 0G
[KG ] =G 0 0 0 0 0 G,
G 0 0 0 0 0G
G
k 0 G
0 0 0 0 l20 20
230 .-. . .
where,
g
(Aij ) = rANi Nj dx,
g
(Bij ) = rINi Nj dx,
g
(Cij ) = rIP Ni Nj dx,
g
(Dij ) = CS N'i N'j dx,
g
(Eij ) = [CB N'i N'j + CS Ni Nj ] dx,
g
(Fij ) = CS N'i Nj dx,
g
(Gij ) = CS Ni N'j dx,
g
(Hij ) = CS N'i Nj dx,
g
(Iij ) = CS Ni N'j dx,
g
(Jij ) = CT N'i N'j dx,
g
(Lij ) = N'i N'j dx, i, j = 1, 2, 3, 4.
The above equations are for a composite shaft; if an isotropic shaft is used, the coefficients
CB , CS and CT will be replaced by EI, kGA, and GIP respectively.