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    Tension and Compression in

    Connecting Rods

    A Failure Analysis

    Luke Schreier

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    EM 325H

    April 26, 1999INTRODUCTION

    In order to understand the true impact the automobile has had on our society, we would have to go back in time

    over one hundred years. A time without the simplicity of hopping into a vehicle to take us anywhere we want to

    go is almost unfathomable to many Americans. But for the early automotive engineers, the tremendous

    advancements in automotive technology would be even more surprising.

    In the last 50 years, cars have learned to think, adjust, and even protect. But this is just the tip of the iceberg.

    High performance is now the catch phrase. The vast majority of people want a vehicle that will get them from

    point A to point B as easily as possible, but also put a little smile on their faces. Often times, the smile is created

    by a quick punch of the accelerator and accompanied by a feeling of immense power and control. The auto

    manufacturers are well aware of this, and to achieve it, they design faster, lighter, and more efficient engines to do

    the job. But exactly what happens inside an engine, and what are the risks involved in designing the strongest

    engine on the block?

    In this project, one component of an engine in particular, the connecting rod, will be analyzed. Being one of the

    most integral parts in an engines design, the connecting rod must be able to withstand tremendous loads andtransmit a great deal of power. It is no surprise that a failure in a connecting rod can be one of the most costly

    and damaging failures in an engine. But simply saying that isnt enough to fully understand the dynamics of the

    situation.

    Throughout the course of this project, an idealized model of a connecting rod, piston, and flywheel will be

    modeled and analyzed. It will become apparent exactly why these parts are so important to the operation of an

    automobile, and furthermore how prone to failure they can be. However, before too much more is said on the

    engineering details, a little background information is necessary.

    FUNDAMENTALS

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    Below is a picture of the fundamental parts of

    an engine. Surface "L" is where combustion occurs, air enters through "M", and "H" is the shaft through which

    power is accumulated and delivered out of the engine. The combustion occurs against the top surface of the

    piston (F) and pushes the connecting rod (G) downward, causing the shaft to move in a circular motion. So, it is

    easy to see that the connecting rod harnesses all of the power produced in combustion and converts it into

    something useful, in this case a spinning shaft.

    ASSUMPTIONS AND FREE-BODY DIAGRAMS

    Now that we are all on the same page, the assumptions for this project can be discussed. First of all, it is

    necessary to point out that the actual dynamics of such a system are tremendous, and to model all of them in one

    project would be quite a task. So, to simplify, this project will neglect momentum and gravity. Only one

    connecting rod-piston assembly will be considered. The crankshaft, while in actuality having a very functional

    mass distribution, will be considered simply a circle (or if it is easier to visualize, a flywheel). In effect, many of

    the same calculations could be performed on a more sophisticated system, but this will suffice for the time being.

    Here is what we start with:

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    From an understanding of statics, we can represent the connecting rod of length "l" by a two-force member (this

    requires a few more assumptions, but for purposes of this project, it is acceptable). Given this, we can split this

    system into two free-body diagrams:

    EQUATIONS

    From these free-body diagrams, we can apply Newtons Second Law (F=ma) to write some equations. In

    particular, we are interested in summing forces in the "x" direction (horizontal), and summing the moments about

    the center of the flywheel. Doing so, we acquire these equations:

    S Mo = -FAB cos (F ) * rsin (Q ) FAB sin (F ) * rcos(Q ) = I * d2Q/dt2 (CCW positive)

    S Fx = -FAB cos (F ) P = m * d2x/dt2 ( positive)

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    We can simplify the moment equation, employing the use of the double-angle trigonometric formula:

    sin (F + Q ) = cos (F ) * sin (Q ) + sin (F ) * cos (Q )

    Therefore,

    -FAB * r sin (F + Q ) = I * d2Q/dt2

    Now, if we solve the force equation for FAB,

    -FAB = (m * d2x/dt2 + P)/(cos (F ))

    We can substitute this equation into our moment equation, giving us:

    (m * d2x/dt2 + P)/cos (F ) * r sin (F + Q ) = I * d2Q/dt2

    This will be our main equation of rotation.

    At this point, we are working our way towards acquiring a representation ofQ , in order to eventually find FAB.

    But looking at these equations, we can see that there are many different variables to work with, including a few

    derivatives. In order to help simplify them a little more, it is important to notice a few relations. For instance, we

    can apply the law of sines to this triangle, found between the flywheel and piston:

    sin (Q )/l = sin (F )/r

    This takes care of the two angles. Next, we must find an equation for x, the distance from the center of the

    flywheel to the bottom of the piston. This can be found using trigonometry:

    x = l cos (F ) + r cos (Q )

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    Unfortunately, we are not actually dealing with x in this problem, but rather d2x/dt2. Therefore, we will have to

    take two derivatives of x:

    dx/dt = -l sin (F ) * dF /dt r sin (Q ) * dQ /dt

    d2x/dt2 = -l cos (F )*(dF /dt)2 l sin (F )*(d2F/dt2) r cos (Q )*(dQ /dt)2

    r sin (Q )* d2Q

    /dt2

    With this value for d2x/dt2, we can substitute back into our main equation. However, once again we have

    introduced a few more items into this scenario, in particular the first and second derivatives orQ and F . Given

    these terms, we will once again have to find equations that relate them to things we already know or can find.

    Because this is a long process, I will explain what is happening beforehand and then simply show the equations.

    We have our equation relatingQ and F that was derived from the law of sines. From this, we can take a few

    more derivatives to find equations for dF /dt and d2F/dt2. It is not necessary to find the relation of the

    derivatives ofQ because they will be shown in the final integrations.

    F = sin-1((r sin (Q ))/l)

    dF /dt = r sin (Q ) * dQ /dt

    l cos (F )

    d2F/dt2 = -r cos (Q ) * (dQ /dt)2 + r sin (Q ) * d2Q/dt2 + sin (F ) * (dF /dt)2

    l cos (F ) l cos (F ) cos (F )

    PRESSURE IN A FOUR-STROKE ENGINE

    Up to this point, the variable P has gone unmentioned. The pressure in the cylinder (P) is not an easy thing to

    model for a situation like this, yet it is one of the most important factors in the final analysis. To be able to explain

    how P fluctuates, it is once again necessary to give a little background on a four-stroke engine.

    A four-stroke engine is the most common type used in automobiles. The four strokes are intake, compression,

    power, and exhaust. Each stroke requires approximately 180 degrees of crankshaft (or flywheel) rotation, so thecomplete cycle would take 720 degrees. Each stroke plays a very important role in the combustion process, and

    each has a different pressure surrounding it.

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    In the intake cycle, as the picture shows, the piston is moving downward

    while one of the valves is open. This creates a vacuum, and an air-fuel mixture is sucked into the chamber. This

    would be cause for very little pressure on the piston, so P is small.

    Moving on to compression, we can see that both valves are closed, and the

    piston is moving upward. This creates a much larger amount of pressure on the piston, so we would have adifferent representation of P in our equation for this stroke.

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    The next stroke is the big one: power. This is where the compressed air-fuel

    mixture is ignited with a spark, causing a tremendous jump in pressure as the fuel burns. The pressure seems to

    "spike", so the most cause for concern occurs here. (This is also the area in which the dangers of engine knock

    or pre-detonation can occur, causing an even larger spike.)

    Finally, we have the exhaust stroke. In this stroke, the exhaust valve is open,

    once again creating a chamber of low pressure. So, as the piston moves back upwards, it forces all the air out of

    the chamber. The pressure in this region is therefore considered very low.

    So, given the understanding of how a four-stroke engine works, we must now model the variable pressure for all

    720 degrees (or 12.57 radians). Creating a piecewise-defined function does this. However, we still need to find

    some basic values for the pressure, and for the purposes of this project, a particular graphical representation was

    chosen:

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    In order to make this graph work, we assume all points are linearly connected. In other words, three pressures

    were selected (5, 10, and 30 atm), and it was assumed that the pressure increased linearly between them. With

    this assumption, the piecewise-defined function became (angles in radians):

    P = 10 +200*Q 0

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    In order

    to perform all of the calculations, a program was written in Fortran. Essentially, it asked for the mass, radius, and

    length from the user, as well as the starting values ofQ , dQ /dt, and d2Q/dt2 and the time step value, while

    producing the values ofQ and the actual force in the connecting rod, FAB. In order to analyze the data over a

    period of time, the Q and FAB values were sent to a file, which was read by Microsoft Excel and graphed over

    time. The two graphs, Q vs. time and FAB vs. time, are displayed below.

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    Note: For purposes of this project, the following substitutions were made: the length was set equal to 6.7 in,

    radius of the flywheel was 4.33 in, the radius of the piston was 2.31 in, and the mass of the piston was 3 lbs.

    DATA IMPLICATIONS

    It appears from looking at the graphs that a mistake must have been made. It would take far less time for aflywheel to rotate than the 10-15 seconds that could be inferred from the graph of theta. In addition to that, we

    would also assume theta to be constantly increasing as opposed to the rapid fluctuations it experiences here.

    Unfortunately, it is very difficult to say what is causing this error. There is always the chance of mathematical

    errors occurring, but it could also have been due to the fact that the system started out from rest. In actuality, a

    starter would give the flywheel an initial turn or two to get things moving, letting combustion eventually take over.

    However, that becomes very difficult to model in this case.

    Generally, we would assume that because our graph of theta is incorrect, the graph of force is probably as

    incorrect. However, looking at it, we see that there are certain areas where the force is much greater. This is

    definitely expected, but probably not to the degree that it shows up. But, for the sake of discussion, let us justassume that the high value of around 550,000 lbs that shows up on our graph is actually correct. Making that

    assumption, we can do some calculations and relate this data to the Mechanics of Materials.

    First of all, to find the stress on the connecting rod, we use the formula:

    s = P/A (s = stress, P = force acting on rod, A = cross-sectional area)

    If we assume a connecting rod thickness of approximately .5 in and a width of 1.25 in, we would calculate a

    cross-sectional area of .625 in2. Therefore, plugging in our values of P=550,000 lbs and A=.625 in2, we would

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    get a stress of 880,000 pounds per in2.

    Now what does this value mean to us? Is this a lot of stress to place on a material? Well, lets assume that the

    two most likely materials to be used in a connecting rods are steel and aluminum. This is actually a pretty good

    assumption, since the vast majority of automobiles contain steel or aluminum rods.

    STRESS-STRAIN DIAGRAMS

    To understand the strength of each material in a situation like this, we need to understand a stress-strain diagram

    (pictured below). Each material behaves in a similar manner when placed under a load. There is a period of

    elastic deformation, in which the material is stretched, but it returns to its original size when unloaded. The point

    at which it fails to return to the original specifications is called the yield stress. Now, in an automobile, we would

    probably have to assume that this yield stress would be passed at some point, so most connecting rods come ou

    of engines a different size than when they were installed.

    After the yield stress, another stress point can be reached called the ultimate stress point. At this point, a material

    has essentially reached the point of no return. Failure is imminent, and even a decreased amount of stress can

    cause fracture. So, naturally, this is what we concern ourselves with.

    For the type of steel that a connecting rod would likely be created with, the ultimate tensile strength would be

    about 80 to 180 thousand pounds per in2. If aluminum were used, the ultimate tensile strength would be closer to

    70 thousand pounds per in2. So, you can see that our connecting rod, under a stress of 880 thousand psi, would

    be in serious trouble. Failure would almost definitely occur, even if incredibly high strength steel were used.

    REAL-WORLD RELATION

    It is in calculations like these that automotive engineers are able to predict exactly what materials and

    specifications can be used in a high-performance engine. While the data that was produced in this project

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    appeared to be flawed, data similar to it can be produced for each type of engine produced. Without such

    knowledge, there would be a lot of guessing, and with guessing usually comes catastrophe.

    ANOTHER SOURCE ON THE MATTER

    In an article appearing in the newsstand magazine "Engines", Jim McFarland writes a nice article describing the

    most common types of failure in connecting rods. Much of what he writes about is similar to the concepts in this

    project, but he throws in a few more interesting comments.

    For the most part, the type of fracture considered in this project occurred in the center of the rod. McFarland

    also touches on failure at the connecting rod bolts. These bolts attach the rods to the crankshaft journals, and

    consequently, they are placed under just as much strain as the rod itself. He states that they are often made to

    withstand stresses in excess of 250,000 psi. (Which, by the way, is an awful long was from 880,000 psi, further

    showing how inaccurate our data appears to be.)

    As I alluded to earlier, abnormal combustion is also a serious problem for connecting rods. McFarland notes that

    under detonation conditions, the pressure from combustion can be almost double what it normally might be.

    Understanding this, we can see just how susceptible a connecting rod could be to using the wrong gasoline.

    (Improper octane ratings are often a causing of pinging or knocking in an engine.)

    CONCLUDING NOTES

    If anything, this project should have conveyed a sense of just how erratically an engine can operate, even under

    normal conditions. It is this lack of continuity that can create major problems on parts like connecting rods.

    Hence, designers and engineers are forced to choose materials that are strong enough to withstand such powerfu

    forces, while maintaining a low cost and lightweight product.

    Despite the fact the data in this project appeared incorrect in the final analysis, the thought process behind it was

    very typical of what must be done to analyze a complicated system. If a more accurate analysis was necessary,

    factors like cylinder friction, momentum, and dozens of other variables could have been taken into account. But,

    given the assumptions that were made and the data acquired, this project still provided an interesting look at

    what happens inside an engine and what limitations each engine has placed upon it.

    REFERENCES

    1. Duffy, James E. Modern Automotive Technology. 1994, Goodheart-Wilcox Company.

    2. McFarland, Jim. "Connecting Rod Basics." Engines. March, 1999. Peterson Publishing Company.3. Ramos, J.I. Internal Combusion Engine Modeling. 1989, Hemisphere Publishing.

    4. Gere and Timoshenko. Mechanics of Materials: Fourth Edition. 1997, PWS Publishing Company.

    5. Beer and Johnston. Vector Mechanics for Engineers: Dynamics. 1997, WCB/McGraw-Hill.