SCORING TESTS OF AIRCRAFT TRANSMISSION

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17-1SCORING TESTS OF AIRCRAFT TRANSMISSION LUBRICANTSAT HIGH SPEEDS AND HIGH TEMPERATURESinoo0.Io H.'Winter and K.'MichaelisAircraft engines always contain gears that have to be lubricated under conditions ofhigh speeds and extremely high temperatures. In this field of application scoring damagecan be likely to occur. In Europe and partly also in the USA the scoring load capacityof gear oils is expressed in terms of FZG Scoring Load Stage. The FZG Gear Test Rig isdescribed. The normal test procedure A/8.3/90 as standardized in DIN 51 3S4 using A-typegears at a pitch line velocity of v » 8.3 m/s and a starting oil temperature of 90'C ispresented. A modified procedure at double speed and increased oil temperature A/16.6/140Is discussed The scoring load capacity of aircraft transmission lubricant» is worldwideexpressed in xtyder Gear Test results. Because of the high costs and problems with theavailability of teat gears a modified FZG Ryder Test was developed. The method ispresented and comparative results of typical aircraft engine oils in the FZG. theFZG-Ryder and the original Ryder Gear Test are shown. From this experience it becomesobvious that alternative test methods for the evaluation of scoring load capacity ofaircraft transmission lubricants can be available in the near future.1.IntroductionWith increasing power transmission per volume,increasing' speeds and increasingtemperatures the demands on lubricants for application in aircraft gearing haveincreased accordingly. Besides physical properties like viscosity and chemical properties like oxidation stability the technological properties like scoring load capacityhave to be tested under conditions close to practice. As scoring is affected bydifferent properties of the lubricant - viscosity as well as chemical composition - geartest procedures were developed and compared with the behavior of the lubricant inpractice. These test methods are the Ryder Gear Test in the USA, the IAE test in GreatBritain, and the FZG test in Germany. In the following, test procedures on the FZGback-tr back gear test rig and results with aircraft lubricants are described.2.Standard Test A/8.3/90The test rig is of the back-to-back type with a mechanical power circuit. The testtorque is applied by lever and weights at the load clutch and can easily be calibratedand controlled through the distortion of the torsional shaft (see Fig. 1). A speciallydesigned gear profile, so-called A-type gears with high sliding and thus with highscoring risk are used. Fig. 2 shows the gear profile with the velocity and pressuredistribution along the path of contact! table 1 gives the main gear data. Underconditions of dip lubrication at - starting oil temperature of 90*C the gears are runfor IS min. in one load stage (Fig. 3). The load is increased atepwise in 12 load stagesuntil scoring occurs on the flanks. The oil bath is not cooled so that a maximum oiltemperature in the twelfth load stage of approx. 140*C is reached. Scoring failure canbe assessed either by visual control (Fig. 4) or by weighing the gears after each loadstage and plotting the weight loss against transmitted work (Fig. 5). A steep increasein weight loss Indicates scoring failure. The scoring load stage is reported and for thegravimetric method the specific wear rate gives an additional value on the relative wearbehaviour of the lubricant.This test method is standardiied in Germany in DIN SI 3S4 III and in Europe inCEC L-07-A-71 HI. The results of the test express a relative rating of scoring loadcapacity of different oils. Calculation procedures were established in DIN 3990 and ISO6336 /3, 4, 5/ for the calculation of the scoring risk of practical gears using the FIGscoring load stage as the 'strength value* for the lubricant. Aesults for typicalaircraft oils in the FZG standard test A/8.3/90 are shown in Fig. 6. The relative ratingis comparable with results of the Ryder Gear test with these oils.3.Special Test A/16.6/140As high performance EF gear oils usually passed the 12 load staqes without failure amodified, more severe test procedure at an increased speed of v - 16.6 m/s and for hightemperature application at starting oil temperature of 1«0*C was established It I.Because the oil is not cooled during the test temperatures up to 180 - 200*C are reachedin load stage 12 of this procedure. Again the results of aircraft lubricants are shownin Fig. 7. It is interesting to note the very high scoring load obtained with the Shell0-160 oil compared with the standard test. The result was proved by duplicate testing.*Prof. Dr.-Ing. Hans Winter is head of the Institute of Machine Elements and theLaboratory of Gear Research (FIG), Technical University Munich, Arclsstrasae 21,D 8000 München 2, West Germany. Dipl.-Ing. Klaus Michaelis is chief engineer at the FZG.

17-2According to Haier 111 a very rapid decrease of the oil performance as related toscoring is observed. This is confirmed with tests on used oils vs new oil in theA/16.6/140 procedure as shown in Fig. 8. Significant reductions in scuffing performancecan be seen with increasing use of the oil 111.4.FZG Ryder Test R/46.5/74From different research projects It, 9, 10, 11/ it is known, that the scoring behaviorof different lubricant types with increasing velocity may be very different. In Fig. 9the scoring load for different base oils and different additive systems is plottedagainst velocity. From this graph it is evident that a different ranking of the oils ispossible when tests are performed at different pitch line velocities.Because of the high costs of the Ryder test rig and test gears as well as problems withthe availability of test gears, a research project was initiated anä funded by theGerman Ministry of Defence. The aim was to develop a test rig and test procedure on amodified FZG test rig which gave equivalent results as compared to Ryder Gear Tests /12/(Fig. 10) .The principle of the test rig can be taken from Fig. 11. Table 2 lists the differencesin the rig design as compared with the original Ryder rig. Because of almost the samecenter distance of the two rigs FZG R-type gears (Fig. 12) could be designed very closeto the original Ryder gears. A comparison of the main gear data is given in Table 3.Table 4 shows a comparison of the gear materials used.Fig. 13 shows the test procedure. The oil to be tested is heated to the test temperatureof 74*C. For every test an oil quantity of approx. 5 1 is necessary. The oil is sprayedon the gears at a flow rate of approx. 0.5 1/min. Then the torque of load stage 1 isapplied. The load in every load stage can be taken from table 5. The motor is started;the running time is 10 mln per load stage. After every load stage the gears areinspected with a microscope and the «cored area on each flank is recorded. For thispurpose a grid is incorporated in the microscope such that each square represents 5% ofthe active flank area of a tooth. Thus the location and the size of the scoring markscan easily be recorded. The percentage of damage in each load stage is determined andplotted against the load in a logarithmic chart (Fig. 14). The test is terminated whenmore than 30* of the active flank is scored. Scoring load is interpolated as the normaltooth load when 22.St of the flank shows scoring failure. The test on one oil is runwith both flanks of the test gear. As result the mean value of all test runs as well asevery single result is recorded.In the course of the investigations a variety of different lubricants - straight mineraloils, mineral based EP oils and different synthetic lubricants - were tested in the FZGRyder Test and compared to results obtained in the original Ryder machine. The resultsare plotted in Fig. IS. Fiq. 16 shows comparative results for typical aircraft oils inthe original Ryder /17/ and the FZG-Ryder test. A very good correlation is observed. Inthe next few months comparative testing of some commercial oils from differentmanufacturers and different specification will be done.The first investigations were started with increased oil temperature to address theincreased temperatures in turbines of the future. Tests with 0-160 were performed atllS'C instead of 74'C. The results are shown in Fig. 16. By a modification of the oilspray device even higher temperatures can be achieved when high temperature testing isnecessary.ConclusionDifferent test methods on modified FZG back-to-back gear test rigs under high speed andhigh temperature conditions were discussed.For ttw evaluation of typical aircraft lubricants a new test procedure FZG R/46.S/74showed good correlation with test results in Ryder Gear Testlnq. The costs of themodified rZG test rig and test gears are approximately 2SI of a Ryder Gear Taut Rig andof original Ryd r test gears.Comparative testing of a wider range of commercial oils will be don« in the next coupleof months. To meet future requirements of aircraft lubricants in the high temperaturerange investigations at increased test temperature were started.6.AcknowledgementThe authors would like to thank the German Ministry of Defence for the funding of thereported investigations and for the possibility to present the results in thispublication.7.References1DIN SI 354: Prüfung von Schmierstoffen in der FZG-Zahn-td-Varspannungs-Prafmaschin*.2CSC L-07-A-71: Load Carrying Capacity Test For Transmission Lubricants."" ' )

17-33DIN3990:GrundlagenSchräg st rad-undISO 6336: Calculation of Load Capacity of Spur and Helical Gears.5Winter, H.; Michaelis, K.: Scoring Load Capacity of Gears Lubricated With EP-Oils,Gear Technology, October/November 1984, p. 20 - 31.6Michaelis, K.i Testing Procedures for Gear Lubricants WithIndustrial Lubrication and Tribology, May/ June 1974, p. 91-94.theFZG Test7Maier, K.i Aircraft Engine Oils and Their Behaviour at High Temperatures,Meeting, San Antonio 22-24 April 198S.Rig,AGARDNATO8Winter, H.; Michaelis, K.: Scoring Load Capacity of EP-Oils in the FZG L-42 Test.Fuels and Lubricants Meeting Toronto, October 18-21, 19B2, SAE Technical Paper SeriesNo. 821 183.9Lechner, G.j Seitzinger, K.t Durchführung und Anwendung der GetriebeöltesteRyder und FZG. Erd.il und Kohle 20 (1967) Nr. 11, S. 800-806.10IAE,Lechner, 6.1 Die Fred-Grenzlast bei Stirnrädern aus Stahl. Diss. TH Manchen 1966.11Borsoff, V.N.j Godet, M.R.: A Scoring Factor for Gears. ASLE Preprint No. 62 LC-8(1962).12ASTM D 1947-77: Load Carrying Capacity of Petroleum Oil rnd Synthetic Fluid GearLubricants.aCenter distancepinionNumber of teethgearModuleTooth widthTable 1: Genaetry of TestGears Tooth Profile A91.5nun16-«124-4.520mmmm73.2m*2mbpinionPitch diametergeardd109.8PUflpinionAddendum modificationgearxl0.8635-x2-0.5Pressure anglea20recess pathLength ofwlw2"wtel22.514.7mm3.3mnV0.67v m/sapproach pathpitch line velocity in m/sMax. sliding velocitydegdegOriginal RyderriG-RyderUnitsload applicationaxial displacementtorqueload measurementrecalculated fromhydraulic pressuredistortion ofcalibrated shaftSI.991.5mm10 0009706rpm46.546.5m/s0.270.51/min7474 Ccanter distancepinion speedpitch line velocityspray lubrication:oil flow rateoil tewpnratureTable 2i Comparison of Machines and Operating Condition* of Original Ryderand FIG Ryder Testi » « mmmmm

17-4Original RyderFZG-RyderUnitsmmnan)acenter distancenumber of teethz /zl2IRmodule88.991.528/2830/303.1753.0working pressureanqle«Wtbtooth widthV 2tip relief gearo22.522.56.35/266.25/26mm/mm015lim0.280.28-AMS 626014NiCrl4umCa2relative slidingspeedvgmax/vmaterial:case carburizedHRCCLAsurface hardnesssurface roughness60-6260-620.3-0.50.3-0.5Table 3: Comparison of Original Ryder and FZG Ryder Gearsmean contentofAMS %maxS ma:;0.025\0.0351Table 4; Comparison of GearCr1.2%0.80%Materials of Original RyderMoHi0.12%-3.25%3.5Load StageTorquein Nm12345(7 »1014 NiCr 14and FZG Ryder Gears%Tooth Loadin N/mmin 213141516210.04500227.54*75Table 5: Load Stages of the245.05250FIG Ryder Test262.55(25210.010516000J.

17-5Fig. li FZG Gear Test Rig(Schematic View) PRüFRITZELTEST PINION ARRETIERBOLZENLOCKING PIN PRüF RADTEST "WHEEL BELASTUNGSHEBEL MIT GEWICHTENLOAD LEVER AND WEIGHTS(?\1 OBERTRAGUNGSGETRIEBE TORSIONSMEBKUPPLUNGTORQUE MEASURING CLUTCH BELASTUNGSKUPPLUNGl'LOADCLUTCH TEMPERATURFüHLERTEMPERATURE SENSORDRIVE GEARFig. 2i Load and SpeedDistribution (A Type Gears)db, d dw1Vtrzohnung Typ AQtor: Type AGEAR TYPE »üip LUBRICATION WITH STARTING OIL TEMPERATURE AT BEGINNINGOF EVERY LOAD STAGE 30ll 90'C. WITHOUT COOLINGPITCH LINE VELOCITY V 8.3 M/SDRIVING PINIONLOAD STEPMISE INCREASED UNTIL SCORING OCCURSfAuuRE CRITERION:Fig. 3i FIG Scoring TestVISUAL METHOD:MORE THAN ONE TOOTH WIDTH SCORED AREAGRAVIMETRIC METHOD: MORE THAN»ATE—10 MG OVER THE AVERAGE WEAR

17-«»Fig. 4: Flank AppiaranceScoringLoad Stag«Oil Cod*: YRMUtt:Failur* Load Stag» 11aec Jump inHigh W»ar Rat«Scoring Torqu«:TIT 450,1 NmSptcific UtMr:Load Slag* * to 9tOIMISO kWhTronsmitttd Powtr IA4ms Mow 0.27 mg/kWhL0,1Smg/kWhlFig. 5: Result of an FZG Test(Gravimetric Method)1360012500ijFZO Test A/a 3/90400r «« 300-.2 200c 100rfi" * -I—12IzO-CO 0-T56 0-U9 0-UBFtq- 6» Scoring Load Capacityof Aircraft Lubricant* in theFXC Standard Te*t A/8.3/90Rel«f*nc*Oil'

17-7600E500FZG Tcsl A/16.6/U0100II3009 200-1 j7iL.3?100Fig. 7: Scoring Loxd Capacityof Aircraft Lubricants in theFZG Special Teat A/16.6/140IT5B"B r rS Hi00-160 0-156 0-U9 0-118Reference Oil(3*-013600E551Long Us«500r Short Usec400?300o *zIc 200inininow5 rig. Ii Decrease of Scoring LoadCapacif of Used Oil—1-100 &FZG Teil AM6.6/U0 -mm"0 — inino2Mfl l0-160Fig l Scoring Load forBITferentGear Oils "agiggar1 "" *-»1

117-8IFig. 10: Photo of theFZG Ryder Gear Test RigTortionswIlK Torsionol ShaftÜberwtzungsget riebeSpeed Up GearFig. Ill FZG Ryder Gear TestRig (Schematic View)Fig. 12i Load and SpeedDistribution (Gear Type R)TypRType«GEARTYPERSPRAY LUIRICATION »ITH CONSTANT OIL TEMPERATUREOF7 ft. Oil Fto«PITCH LINE VELOCITY* 0.5VDURATION PER LOAD STEP TL/MIN.» U6.5 H/S 10 HINLOAD STEPMISE INCREASED UNTIL SCOREDAREA ON THE PINION FLAN« EXCEEDS APPR.501OF ACTIVE FLANKrig. Hi FZG Ryder TeatFAILURE CRITERION:WORE THAN22.SIOF ACTIVE FLANK AREA SCORED.SCORING LOAD DETERMINED BY LINEAR INTERPOLATION

17-9}1002003000 b/in20001000300400500600 N/*1 Load Stage * 65.6 N/mm 150375 lb/in Y \Mi"o A-Sidea B - Side20Oil: 0-156 MobilFZG R/46 5/74ii1ft/(T463N/mm/J/T 417 N/mm98-Fig. 14i Evaluation of ScoringLoad in the FZG Ryder Test* «440 N/mm1111 1 1501100023456789 10Load Stage —»*2000300040005000 lb/inFig. 15t Comparison of ScoringLoad in"the Original Ryder andthe FIG Ryder Test200400600800FZG-Ryder (Scoring Lood) in N/mm1000i50004000c300020t»! ?!1000.Fin. 16: Comparative Results ofRyder and FIG Ryder Tests forAircraft LubricantsRc!*r«nce Oili»

The results of the test express a relative rating of scoring load capacity of different oils. Calculation procedures were established in DIN 3990 and ISO 6336 /3, 4, 5/ for the calculation of the scoring risk of practical gears using the FIG scoring load stage

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