Experimental and numerical study of residual stresses caused by cold expansion of adjacent holes

Cold expansion is a useful process for imposing compressive residual stresses around the holes in riveted and bolted connections. These stresses increase the fatigue life of holed parts. Distribution and amount of exerted residual stress dependent on various parameters as material, distance of adjacent holes, hole diameter, cold expansion ratio and plate thickness. In this study, experimental and numerical results for two different aluminum alloys and various holes distances are investigated and compared. Effects of mentioned parameters on the residual stress are studied.     

Measurement and Prediction of Residual Stresses in Quenched Stainless Steel Components

Austenitic stainless steel cylinders and rings are spray water quenched to create residual stresses at or greater than the yield strength. The residual stresses are measured using neutron diffraction, and two mechanical strain relaxation methods: deep hole drilling and incremental centre hole drilling. This paper compares the measurements with predictions of quenching using finite element analysis. Also finite element analysis is used to mimic deep hole and incremental centre hole drilling methods and to reconstruct residual stresses as if they have been measured. The measurements reveal similar trends to the predictions but there is only limited agreement between their magnitudes. However, there is better agreement between the reconstructed stresses and the measurements. Both the two mechanical strain relaxation methods reveal that large discrepancies occur between measurements and predictions arise because of plasticity. Irrespective of this and surprisingly there is good agreement between deep hole drilling and neutron diffraction measurements.     

PROGRESS IN MEASUREMENT TECHNOLOGY FOR DRILL STRING VIBRATION

随着深井、超深井数量的快速增加, 钻柱振动导致的钻具失效问题更加突出. 针对钻柱振动的研究可分为理论与数值模拟、测量分析两种方法. 由于钻柱振动具有复杂的非线性特征, 使得理论与数值模拟研究受到了很大限制, 因此井下振动测量技术的研究显得尤为重要. 本文比较全面和系统地介绍了国内外钻柱振动测量技术研究现状和进展情况, 并对几个应用较为成熟的国外测量系统的工作原理、分析方法及应用技术进行了详细的综述. 所得结论可为我国井下振动测量技术的发展提供重要参考.     

MODEL ESTABLISHMENT AND LOAD TRANSFER OF SEMI ARTICULATED FLEXIBLE DRILLING TOOL1)

半铰接柔性钻具的载荷传递规律直接影响超短半径水平井钻进的成功率。为此,首先推导出半铰接柔性钻杆的单元刚度方程并揭示了半铰接柔性钻杆的弯矩传递规律;然后,采用理论分析与数值模拟相结合的方法,验证了半铰接柔性钻杆有限元模型的正确性;最后,建立造斜段半铰接柔性钻具力学模型,对不同井眼曲率半径下半铰接柔性钻具的载荷传递规律进行研究。结果表明：井深位置相同时,井底扭矩值随曲率半径的增加而增大;半铰接柔性钻杆未锁死时,柔性钻杆不传递弯矩且井底扭矩波动较大,相关研究成果为柔性钻具的设计提供理论依据。     

5-1/2 FH钻杆接头极限承载能力研究

随着超深井、定向井、水平井、大位移井及大斜度井在石油钻井工程中的广泛应用,由井下复杂工况引起的钻杆接头过早失效问题日益突出,导致钻井周期增长,成本增加,成为制约钻井工程效益的主要因素之一.近年来,不少学者对钻杆接头进行了大量研究,多数采用二维轴对称模型,少数采用三维力学模型,但并未同时考虑螺纹升角和井眼弯曲作用等因素的影响,而钻杆接头的极限承载能力研究更是鲜见报道.针对上述问题,基于虚功原理、von Mises屈服原则及接触非线性理论,同时考虑螺纹升角和井眼弯曲作用,建立了钻杆接头的三维数值仿真模型与井眼曲率到加载弯矩的转换模型,研究了钻杆接头的上扣特性、井眼曲率对连接强度和密封性能的影响,考虑预紧力、弯曲载荷及动载安全系数,计算了钻杆接头的极限工作拉力和极限工作扭矩.研究结果表明:上扣扭矩使钻杆接头产生一定的初始接触压力,保证钻杆接头井下作业过程中的连接强度与密封性能;井眼曲率对钻杆接头井下作业过程中的连接强度与密封性能影响极大,常见的某些工况会导致钻杆接头的连接强度和密封性能丧失,考虑服役时的随机振动与冲击,常规的超深井、水平井、定向井、大位移井及大斜度井弯曲段钻杆接头的设计和选型应着重考虑井眼曲率的影响;针对设计的每种钻杆接头,都应考虑常见的井眼曲率和轴向拉伸载荷进行极限工作拉力和极限工作扭矩的精细化数值计算,以确保其安全工作.     

Measurement of residual-stress distribution by the incremental hole-drilling method

The hole-drilling method is widely used to measure residual stresses in mechanical components. Recent developments have shown that strains measured on the surface during an incremental drilling can be related to residual-stress distribution. Researchers throughout the world have proposed different calibration methods which lead to more or less accurate results.The present paper discusses different approaches used. A new calibration method is proposed. We also show how finite-element analysis can be used to determine the correlation coefficients. The variation of the strains measured on the surface for each increment is due to, first, the residual stresses in the layer and, second, the change of the hole geometry. Most authors do not consider the latter aspect. Our results show that this causes a significant error in the experimental data. The finite-element method has been used to compute the coefficients for all types of strain-gage rosettes when the hole diameter is predetermined.Another problem of the hole-drilling method is the selection of the drilling tool. Two systems have been studied: ultra-high-speed air turbine and conventional milling machine. The method has been applied on both shot-peened and water-quenched test specimens. The results are successfully compared with the bending-deflection and the X-ray method.     

Solution of the moiré hole drilling method using a finite-element-method-based approach

The moiré hole drilling method in a biaxially loaded infinite plate in plane stress is an inverse problem that exhibits a dual nature: the first problem results from first drilling the circular hole and then applying the biaxial loads, while the other problem arises from doing the opposite, i.e., first applying the biaxial load and then drilling the circular hole. The first problem is hardly ever addressed in the literature but implies that either separation of stresses or material property identification may be achieved from interpreting the moiré signature around the hole. The second is the well-known problem of determination of residual stresses from interpreting the moiré fringe orders around the hole. This paper addresses these inverse problem solutions using the finite element method as the means to model the plate with a hole, rather than the typical approach using the Kirsch solution, and a least-squares optimization approach to resolve for the quantities of interest. To test the viability of the proposed method three numerical simulations and one experimental result in a finite width plate are used to illustrate the techniques. The results are found to be in excellent agreement. The simulations employ noisy data to test the robustness of this approach. The finite-element-method-based inverse problem approach employed in this paper has the potential for use in applications where the specimen shape and boundary conditions do not conform to symmetric or well-used shapes. Also, it is a first step in testing similar procedures in three-dimensional samples to assess the residual stresses in materials.     

Brief investigation of induced drilling stresses in the center-hole method of residual-stress measurement

Results of experiments to measure induced drilling stresses in the center-hole method of residual-stress measurement are described. Five specimens of different metals were specially prepared in an attempt to relieve malerial residual stress. Surface-residual-stress measurements were then performed by the center-hole method with a conventionally used (low-speed) end mill and an ultra-high-speed drill. For each specimen, the relieved strains due to the hole drilling were significantly higher for the low-speed end mill than for the ultra-high-speed drill. Preliminary conclusions are that the ultra-high-speed drill would be much superior to the conventional low-speed end mill in the measurement of residual stress by the center-hole method.     

On the measurement of residual-stress gradients in aluminum-alloy specimens

The assessment or prediction of fatigue life or strength improvement due to residual stresses requires knowledge of their magnitude and distribution. This paper presents an extension of the modified hole-drilling technique (MHDT) to the measurement of stress gradients in a biaxial-residual-stress field. This is achieved by taking a series of ‘point’ measurements and evaluating the stress profile with due consideration to the effects of hole location, the interaction between holes and the redistribution of stress due to hole drilling. An application to the measurement of residual stresses induced in 2024-T3 aluminum-alloy specimens by edge-dimpling technique is described and the method of compensation for the effect of redistribution of stress is explained. The experimental results are shown to be in good agreement with those obtained elsewhere by an analytic-numerical solution.     

Numerical-experimental Method for the Analysis of Residual Stresses in Cold-expanded Holes

Hole cold expansion is a technique widely used to improve the fatigue life of components with holes, e.g. bolted or riveted joints. As it has been demonstrated in literature by analytical, numerical and experimental analyses carried out by several authors, the compressive residual stresses introduced by the hole cold expansion have a beneficial influence on both the static and the fatigue strength of the treated component, because they reduce significantly the typical stress peaks around the hole due to stress concentration. In the literature, various analyses of the residual stresses introduced by the hole cold expansion have been performed by using several methods such as X-ray diffraction, neutron diffraction and the modified Sachs method. Unfortunately, all these method are affected by some limitations: low measurement depth (X-ray method), complex measurement procedure (neutron diffraction method) and approximate formulation (Sachs method). In order to overcome such drawbacks, in this study a new mechanical method, based on an innovative extension of the “rectilinear groove method” associated with the classical “integral method” calculation procedure, is proposed. Experimental assessment of the proposed method has been performed by using aluminum 5083 H321 specimens with holes subjected to various levels of cold expansion.     

Residual Stress Analysis of Orthotropic Materials by the Through-hole Drilling Method

The present study deals with the development and the application of the through-hole drilling method for the residual stress analysis in orthotropic materials. Through a systematic theoretical study of the stress field present on orthotropic plates with a circular hole, the relationships between the relaxed strains measured by a rectangular strain gauge rosette and the Cartesian components of the unknown residual stresses are obtained. The theoretical formulas of each influence coefficient allow the user an easy application of the method to the analysis of uniform-residual stresses on a generic homogeneous orthotropic material. Furthermore, to extend the method to the analysis of the residual stresses on orthotropic laminates, caused by initial in-plane loadings, an alternative formulation is implemented. The accuracy of the proposed method has been assessed through 3D numerical simulations and experimental tests carried out on unidirectional, cross-ply and angle-ply laminates.     

Influence of Drilling Parameters on the Accuracy of Hole-drilling Residual Stress Measurements

Multiple measurements using the hole drilling method were made in samples with a “known” state of residual stress. Drilling parameters were independently varied (bit rotation speed, bit diameter, and hole depth) to determine the effect on accuracy and repeatability. The study showed that accurate results can be achieved without ultra-high drill rotation speeds and that, in aluminum and stainless steel, speeds over 5 krpm and 10 krpm (respectively) were sufficient. Inaccuracies were evident in the stainless steel at speeds below 10 krpm and were attributed to non-circular holes, which may have been the result of bit vibration. There were no significant trends associated with altering the hole depth and only a slight trend associated with bit diameter variation.     

A New Procedure to Measure Near Yield Residual Stresses Using the Deep Hole Drilling Technique

Mechanical strain relief techniques for estimating the magnitude of residual stress work by measuring strains or displacements when part of the component is machined away. The underlying assumption is that such strain or displacement changes result from elastic unloading. Unfortunately, in components containing high levels of residual stress, elastic-plastic unloading may well occur, particularly when the residual stresses are highly triaxial. This paper examines the performance of one mechanical strain relief technique particularly suitable for large section components, the deep hole drilling (DHD) technique. The magnitude of error is calculated for different magnitudes of residual stress and can be substantial for residual stress states close to yield. A modification to the technique is described to allow large magnitudes of residual stress to be measured correctly. The new technique is validated using the case of a quenched cylinder where use of the standard DHD technique leads to unacceptable error. The measured residual stresses using the new technique are compared with the results obtained using the neutron diffraction technique and are shown to be in excellent agreement.     

Residual Stresses Induced by Cold Expansion of Adjacent and Cut-Out Holes

Fatigue life of fastener holes can be enhanced via a cold-expansion process to introduce a compressive residual stress field around the hole edge and to reduce crack growth propagation. Considering that aerospace components contain multiple rows of holes, the present investigation focuses on the evaluation of the three-dimensional residual stress distribution in adjacent cold-expanded (CE) holes. The redistribution of residual stresses caused by a cut introduced between two adjacent holes was also investigated. Finite element (FE) analysis and experimental technique were used to assess the residual stress distribution in a 6082-T6 aluminum plate with two adjacent holes expanded sequentially at 4 % nominal interference. The influence of center-to-center distance between holes was explored to assess the optimal level of separation between adjacent holes. Results suggested that residual stresses near second CE hole are markedly lower than those of first CE hole and that a cutting process does not affect the beneficial compressive residual stress around CE holes. These effects may delay fatigue crack propagation from CE holes or cut-out holes.     

突出煤层深孔控制爆破时控制孔的作用

为进行煤层深孔爆破应力传播和有关控制孔作用的研究,以松藻煤电公司实际采用的爆破、炸药和煤层参数为基础,利用三维数值模拟方法,建立煤层长柱状药包爆破数值计算模型。分析了松软煤介质深孔爆破在有控制孔时应力波传播的特点和因爆破作用的抽放影响区域。研究表明:在距爆破孔10 m范围内,有控制孔的孔壁平均有效应力较没有控制孔相同条件下高48%~66%.并随着与爆破孔距离的增加,尽管煤体所受有效应力衰减,但有控制孔的平均有效应力值较无控制孔的比率增大。上述研究结果与现场爆破前后实际取得的瓦斯抽放数据相比基本吻合,证明了爆破前预先设置控制孔的必要性。     

Evaluation of the High-Speed Drilling Technique for the Incremental Hole-Drilling Method

The incremental hole-drilling method is frequently used for residual stress depth distribution analyses, due to its fast and economical experimental execution. Depending on the planned use of the component, the drilled hole that is made to measure the residual stress can often be repaired or ignored if it does not affect the intended use of the part. Nevertheless an important experimental issue and assumption is the introduction of an ideal cylindrical hole into the component without additional plastic deformation. Although high-speed drilling is well established the consequences of the resulting hole geometries compared to ideal assumptions are not well known. Therefore, a detailed comparison between different bits and drilling techniques was carried out and is discussed in this paper in order to detect the best experimental conditions and to find out reasons especially for the lack of accuracy of the hole-drilling method for the first increments close to the specimens surface. It comes out that the orbital drilling with common used six-blade bits results in the best compromise of an ideal cylindrical hole and centricity to the center of the strain gage rosette. In the case of conventional drilling the hole geometry differs from the ideal one if six-blade bits were used due to the influence of chamfers at the cutting edges and a non 180° plane end face and also in the case of a two-blade bit due to a non 180° plane end face and the tendency to more eccentric holes. Diamond bits cannot be recommended under all tested conditions due to their geometrical undefined shape.     

Enhanced sensitivity residual-stress measurements using taper-hole drilling

A novel method for enhancing the strain sensitivity of the hole-drilling method for measuring uniform residual stresses is examined. Such enhanced strain sensitivity is important because it improves the accuracy of the residual-stress evaluation. The new method involves enlarging the effective hole size by drilling a reverse taper hole. A simple practical technique for drilling reverse taper holes is described. The strain sensitivity for this new method is compared with that of the conventional hole-drilling method. Experimental results show excellent correspondence with theoretical results. The reasons for the sensitivity improvement are explained.     

Realistic Cold Expansion Finite Element Model and Experimental Validations for Aluminium Alloys

Accurate understanding of the residual stresses produced by cold expansion (CX) of rivet holes is required for fatigue considerations, as well as for better addressing the loading problems in aerospace parts. This paper presents a physically based finite element (FE) model for predicting the residual stresses in aluminium parts submitted to CX. The model relies on experimental measurements for both construction and validation purposes. The model predictions were compared against the experimental results delivered by three different complementary techniques: Digital Image Correlation (DIC) (provided strain fields on the surface of the workpiece); X-Ray Diffraction (XRD) (provided residual stresses measurements on the surfaces); Microscopy measurements (measured the out-of-plane displacement on the hole bore). The FE model proves to be in good agreement with the experimental data. Further considerations on the simulation method regarding geometries, boundary conditions and friction effect are also discussed.     

Stresses in a quasi-isotropic pin-loaded connector using photoelasticity

Birefringent glass-epoxy and a numerical stress-separation scheme are used to compute the stresses in the vicinity of a pin-loaded hole. The radial and circumferential stresses at the hole edge, and the net-section and shear-out stresses are computed. The numerical and experimental results of other investigators are compared with the computed stresses. The fixture used to load the connector is discussed and typical isochromatic- and isoclinic-fringe patterns are presented. The stress-separation scheme is briefly described.     

Hole-drilling strain-gage method of measuring residual stresses

The hole-drilling strain-gage method of measuring residual stresses in elastic materials can be termed semidestructive if holes of very small diameters are used. The method permits the magnitudes and principal directions of residual stresses at the hole location to be determined. This is accomplished by means of an emirpically determined relation between the magnitudes and directions of the principal stresses and the strain relaxation about the hole as the hole is drilled. This relation was obtained for a nondimensional model of the hole-gage assembly in order to make the results independent of hole size. A generalization was postulated to extend the use of this calibrated solution to the measurement of residual stresses in all elastic, isotropic materials.I. Vigness was HeadPaper was presented at 1966 SESA Spring Meeting held in Detroit, Mich. on May 4–6.