Professional Documents
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2019-1370
7-11 January 2019, San Diego, California
AIAA Scitech 2019 Forum
Distribution Statement A: Approved for public release; distribution unlimited.
Joseph Szefi4
and
Downloaded by IOWA STATE UNIVERSITY on January 9, 2019 | http://arc.aiaa.org | DOI: 10.2514/6.2019-1370
Performing manual main rotor track and balance (RTB) of helicopter rotors is an
expensive and time-consuming task. Multiple test flights across different regimes often
produce a track and balance solution effective at all ground and flight conditions but optimal
at none. The opportunity to save time and money, while maximizing vibration reduction,
makes automated RTB a particularly attractive endeavor. For the past five years, Sikorsky
Aircraft worked with the U.S. Army Aviation and Missile Research, Development, and
Engineering Center’s Aviation Development Directorate (ADD), ZF Luftfahrttechnik GMBH
(ZFL), and Invercon, LLC, to develop a flight-ready system capable of automating and
optimizing RTB. To reach this goal, the Autonomous Sustainment Technologies for Rotorcraft
Operations (ASTRO) Rotors program focused on combining active trim tab and pitch control
rod technologies with an active vibration feedback control system. This paper provides an
overview of the ASTRO Rotors program, outlines the work completed to date, discusses
development of pitch control rod and active trim tab technologies, and demonstrates the
effectiveness of combining an active vibration control system with these technologies to
primarily reduce fixed-system 1/rev vibration, along with 2/rev and 3/rev vibration, during
ground and flight conditions.
Acknowledgments
This research was partially funded by the Government under Agreement No. W911W6-13-2-0006. The U.S.
Government is authorized to reproduce and distribute reprints for Government purposes notwithstanding any
copyright notation thereon. The views and conclusions contained in this document are those of the authors and should
not be interpreted as representing the official policies, either expressed or implied, of the Aviation Development
Directorate or the U.S. Government.
1
Engineer, Dynamics and Internal Acoustics
2
Staff Engineer, Noise, Vibration, and Harshness (NVH)
3
Manager, Mechanical System Diagnostics
4
President
5
Manager, Research & Development Rotor Components (IVVR), Globalization and Product Development
Copyright © 2019 by Lockheed Martin Corporation. Published by the American Institute of Aeronautics and Astronautics, Inc., with permission.
I. Nomenclature
ASTRO = Autonomous Sustainment Technologies for Rotorcraft Operations
ACU = actuator control unit
ADD = U.S. Army Aviation and Missile Research, Development, and Engineering Center’s Aviation
Development Directorate
DOC = direct operating cost
HUMS = health and usage monitoring system
IVHMS = integrated vehicle health management system
PTT = pneumatic trim tab
PCR = pitch control rod
RTB = rotor track and balance
SPR™ = Smart Pitch Rod
II. Introduction
Downloaded by IOWA STATE UNIVERSITY on January 9, 2019 | http://arc.aiaa.org | DOI: 10.2514/6.2019-1370
Helicopter main rotor track and balance (RTB) is performed to minimize main rotor vibration, which for the
purposes of this paper includes 1, 2, and 3 per revolution vibrations, when helicopter blades are replaced, repaired in-
situ, or when vibration levels are not acceptable. It is also performed to compensate for imbalances caused by blade
paint and surface material erosion or damage, play from wear occurring in pitch rod and damper end bearings, unequal
moisture retention in blades, “creep” or damage to the trailing edge tabs, and as part of scheduled and unscheduled
maintenance. The current manual (RTB) system used on modern helicopters suggests adjustments to the rotor system
to produce an acceptable level of cockpit and cabin vibration throughout all ground and flight regimes. However, these
adjustments are necessarily a “compromise” since the adjustments must be fixed to the same values throughout the
flight. The single combination of these fixed adjustments cannot produce optimal vibration reduction for all ground
and flight conditions. Thus, after several RTB flights, the aircraft is tuned to produce acceptable, but not optimal,
vibration levels.
The main rotor tuning procedure, shown in Figure 1, is expensive because it often requires multiple flights, as
stated above, to provide Health and Usage Monitoring System (HUMS) (IVHMS on the UH-60M helicopter) data for
three separate adjustments: 1) blade pitch control rods, 2) blade trailing edge tabs, and 3) hub balance weights.
Although the HUMS RTB system currently on the UH-60M has reduced the maintenance burden of the aircraft by
eliminating the need to install ground based RTB equipment and by supplying reliable PCR, tab, and hub balance
mass adjustments to the maintenance personnel, the process is still iterative.
For a four bladed rotor, manual adjustments may be needed on up to four PCRs and trim tabs on four blades. At
least two flights are usually required, but often, more flights are needed depending upon the “initial conditions” of the
blades, i.e., blade-to-blade differences and the initial track. The number of flights also depends upon the skill and care
of the maintenance personnel; mistakes in applying the numerous adjustments are common due to delicate adjustments
that are sometimes required. Eliminating the need for dedicated RTB flights should significantly lower direct operating
cost (DOC).
The active pitch control rods (PCRs) are developed by ZF Luftfahrttechnik GmbH (ZFL) based on their existing
53G helicopter pitch control rod design (Ref 1). The automated trim tabs, developed by Invercon LLC, are
pneumatically actuated trim tabs (PTTs). The PTTs were externally retrofitted, without structural modifications, to
main rotor blades during the ADD-Sikorsky Multi-Role Rotor (MRR) program in 2017. The RTB controller was
developed by Sikorsky and is responsible for generating optimal PCR and PTT position commands based on fixed-
frame vibration feedback.
described above, one core component of this In-Flight Tuning system is the SPR™. Together with the other
components (developed, qualified, and built under the lead by ZFL) this flightworthy system provides the desired on-
board adjustment capability for in-flight RTB. This R&D program was completed by the successful flight tests on a
CH-53G helicopter see Figure 3. For further details on the results see references 1 and 4.
Figure 3. CH-53G IFT System with six SPRsTM installed between the swashplate and pitch horn (left) and
CH-53G Test Aircraft during an IFT test flight (right)
Prior to the start of the ASTRO Rotors program, ZFL and Sikorsky conducted an in-depth trade study on the
options of adapting the SPR™ technology, specifically the design of the CH-53G SPR™ for flight testing (F/T) on
the UH-60 platform. Different design solutions were derived and evaluated with respect to the technical risk, costs,
and schedule. The design finally chosen was based on the unmodified core components (in terms of the actuation
hardware and control software) of the qualified and flight tested CH-53G SPR™. The major mechanical design
changes for the adaptation can be summed up as follows, and as shown in Figure 4:
▪ modified spindle nut to interface with the legacy UH-60 upper rod end
▪ new lower adaptation link to install the legacy UH-60 lower rod end and to match the longer nominal
overall length of the legacy UH-60 PCR
▪ modified lower housing to connect the adaptation link to the CH-53G SPR™ core module.
Figure 4. Rendering of the main components of the UH-60 F/T version of the SPR™
Figure 5. F/T version of the SPR™ for UH-60 (here shown without the legacy rod ends)
The actuation mechanism of the SPR™ consists of a spindle drive actuated by an electrical brushless DC motor.
The absolute position of the spindle (equivalent to the length of the SPR™) is measured by internal sensors and is
controlled by the ACU. The ability of the SPR™ to know its absolute position is important for maintaining proper
autorotation rotor speed. In addition to tracking SPR™ position, the ACU monitors the operation of the SPR™ and
provides health and status data to the RTB controller via a RS-485 protocol, based on the SAE Aerospace standard
AS5394. With this interface, the RTB controller also controls each PCR independently by commanding absolute
position set points.
The position controller on the ACU minimizes the position error between the commanded position received by
ACU from the RTB controller and the actual position measured by the integrated sensors of the SPR™. The control
accuracy of the ACU’s autonomous position control is better than 0.012 mm. The adjustment rate is limited by the
ACU software to 0.2 mm/s while the nominal adjustment rate under external loads demonstrated in bench and flight
tests within the CH-53G R&D program is in the order of 0.12 mm/s. To avoid back driving, the auto-PCRs feature
integral mechanical hard stops to limit actuator travel within safe limits.
The flight test SPR™ for the UH-60 by design matches the same basic properties of the legacy UH-60 PCR in
terms of aircraft installation and the manual length pre-adjustment. In addition the CH-53G SPR™ Core Module
provides an active in-flight length adjustment range of 1.32mm (min-to-max length). Although this range is more than
adequate to noticeably reduce vibration levels, the current active range is less than is ultimately desired for a true
production variant.
For the 2017 whirl test of the prototype PTT system, pneumatic tabs were installed over the existing, outboard
aluminum trim tabs on a set of UH-60L blades. Tab designs were similar to those shown in Figure 7. Miniature Hall
sensors on the aluminum tabs in conjunction with small magnets embedded in the PTT cover plates were employed
to measure tab deflection. Additionally, miniature pressure sensors were installed in the actuating diaphragms to
monitor PTT inflation and deflation. Analog sensor signals were sent directly through the hub slip ring to a fixed
frame dSPACE controller which calculated appropriate control signals to the root-mounted microvalves to maintain
commanded tab deflection angles. Therefore, the whirl test system was an entirely analog feedback control system,
where the purpose was to experimentally validate PTT performance.
Sikorsky and Invercon are applying lessons learned from the initial PTT whirl test to the design of UH-60M blades
to be used for flight test. First, Invercon has designed and fabricated a digital controller co-located with the root-
mounted microvalves. The digital controller communicates with the RTB controller via a CANbus protocol and
utilizes a microprocessor to maintain tab positions commanded from the fixed frame. Additionally, the flight test rotor
will consist of UH-60M blades which have both inboard and outboard PTTs, as shown in Figure 8. The flight test PTT
implementation will not only provide more vibration control authority but will also utilize a robust digital control and
communication scheme.
09405-V1-016G
Figure 11. Prototype auto-PTT blade track sensitivities compared with manual trim tab track
sensitivities at flat pitch.
The dashed green line in Figure 11 represents the average track sensitivity obtained by making manual adjustments
to a traditional UH-60L trim tab. The four PTT deflection sweeps are represented by the red, black, blue, and yellow
data points. Even though the PTT is capable of a tab deflection range ~4x greater than the production UH-60L tab, its
track sensitivity (inches of track excursion per degree of tab deflection) is only ~25% of the traditional tab. As a result
the PTT requires more tab deflection to achieve the same overall authority as the traditional tab. The PTT position
sweeps shown in Figure 11 were repeated at a high collective flight condition (12 deg), which produced identical
results, verifying that trim tab track sensitivity is unaffected by rotor collective.
The auto-PCRs were designed to have the same track sensitivities as the manual UH-60 PCRs. This was verified
during the whirl test using the same procedure as the auto-PTTs. Each auto-PCR was incrementally commanded to its
maximum and then minimum position, with blade track being measured at every step. This resulted in the track
sensitivity plot shown in Figure 12.
Figure 12. Prototype auto-PCR blade track sensitivities compared with manual PCR track sensitivities at
flat pitch.
The dashed green line in Figure 12 represents the average track sensitivity obtained by making manual adjustments
to a legacy UH-60 PCR. The four PCR deflection sweeps are represented by the red, black, blue, and yellow data
points. This open-loop RTB controller testing verified that the auto-PCR has the same track sensitivity as the
traditional PCR. The PCR position sweeps shown in Figure 12 were also repeated at a high collective flight condition
(12 deg), which produced identical results, verifying that PCR track sensitivity is unaffected by rotor collective.
After successfully completing open loop testing of the RTB controller, several closed loop test cases were
evaluated. To demonstrate the RTB controller’s fixed-system 1/rev vibratory load reduction capabilities during whirl
testing, rotor imbalances were intentionally created by commanding the auto-PTTs and auto-PCRs away from their
known balance positions. Feedback 1/rev vibratory load was calculated from a side force load cell in the fixed frame
of the whirl stand, directly below the rotor head. After rotor imbalances were intentionally created, the RTB controller
was allowed to adjust the PTTs and PCRs, removing the imbalance and returning the rotor to a low-vibration state.
An example of one of these imbalance cases for the auto-PCRs is shown below in Figure 13.
Figure 13. Time history of auto-PTT positions, auto-PCR positions, and fixed system 1P vibratory load
during an RTB controller vibration reduction attempt using closed loop control of PCRs only with the rotor
spinning at flat pitch.
The three plots contained within Figure 13 are time histories of the auto-PTT positions, the auto-PCR positions,
and the fixed-system 1/rev vibratory load. For this case, the auto-PTTs were commanded to their known balance
positions while the auto-PCRs were initially commanded to their maximum or minimum positions. This created a
fixed-system 1/rev load imbalance of ~300 lbs. The RTB controller was then allowed to calculate and command
optimal positions for the PCRs in an attempt to reduce the 1/rev vibratory imbalance. When the RTB controller’s
closed loop control mode was initiated, it steadily and continuously adjusted the active PCR positions, successfully
reducing 1/rev fixed-system vibration by ~65%. Since the load cell that was used for calculating fixed system 1/rev
vibratory load is primarily used for measuring thrust on the whirl stand, it is designed to measure loads several
magnitudes higher than the RTB imbalances created during whirl testing. Further reduction of 1/rev vibratory load
may have been possible with supplementary open loop control adjustments or additional optimization of closed loop
control parameters, but these actions were not performed due to the low resolution of the load cell used for vibration
feedback.
When a rotor imbalance was created using the auto-PTTs, a similar vibration reduction result was achieved. Figure
14 shows an example of one of the auto-PTT closed loop control cases.
Figure 14. Time history of auto-PTT positions, auto-PCR positions, and fixed system 1P vibratory load
during an RTB controller vibration reduction attempt using closed loop control of PTTs only with the rotor
spinning at 12 deg of collective.
For this case, the auto-PCRs were commanded to their known balance positions while the auto-PTTs were initially
commanded to their maximum or minimum positions. This created a fixed-system 1/rev load imbalance of ~1000 lbs.
This imbalance was significantly larger than the auto-PCR imbalance shown in Figure 13 because the rotor was
operating at 12 deg of collective, rather than flat pitch. After seeding the imbalance, the RTB controller’s closed loop
control mode was initiated and it steadily and continuously adjusted the auto-PTT positions, successfully reducing
1/rev fixed-system vibration by ~65%.
Another difference worth noting between the test cases shown in Figure 13 and Figure 14 is the amount of time it
took for the RTB controller to converge to a solution. In Figure 14, the converged solution was reached within 5
seconds while the auto-PCR closed loop test case took 75-90 seconds to converge. The convergence time differs
between these two cases because of a difference in the RTB controller rate weighting, which essentially acts as a gain
value for the RTB controller. Throughout the whirl test, different combinations of rate weightings and control/sensor
weightings were tested to help characterize the optimal settings for the RTB controller. In the example shown in Figure
14. Time history of auto-PTT positions, auto-PCR positions, and fixed system 1P vibratory load during an RTB
controller vibration reduction attempt using closed loop control of PTTs only with the rotor spinning at 12 deg of
collective., the control weightings were not fully optimized, which prevented the RTB controller from achieving even
greater 1/rev vibratory load reduction.
Once closed loop control test cases were successfully completed for the auto-PCRs and auto-PTTs individually,
several test cases were performed using both subsystems simultaneously. One of these cases is shown below in Figure
15.
Figure 15. Time history of auto-PTT positions, auto-PCR positions, and fixed system 1P vibratory load
during an RTB controller vibration reduction attempt using closed loop control of PCRs and PTTs with the
rotor spinning at flat pitch.
For this case, the red and blue auto-PTTs and all four auto-PCRs were initially commanded to their maximum or
minimum positions. This created a fixed-system 1/rev load imbalance of ~600 lbs. After seeding the imbalance, the
RTB controller’s closed loop control mode was initiated, and it steadily and continuously adjusted the auto-PTT and
auto-PCR positions, successfully reducing 1/rev fixed-system vibration by ~85% to less than 100 lbs.
The whirl stand testing proved that the ASTRO Rotors auto-PTTs and auto-PCRs were as effective at making blade
track adjustments as traditional trim tabs. The test also demonstrated that the RTB controller was capable of adjusting
active trim tab and PCR positions from a suboptimal rotor balance condition to reduce fixed-system 1/rev vibratory
load by ~85%. Even greater vibration reductions are expected during flight testing because of higher resolution
accelerometers to be used for feedback control.
VIII. Conclusion
The ASTRO Rotors system builds upon multiple programs to combine critical technologies to enable automated
main rotor RTB. The system components have already shown their effectiveness in subscale and full scale whirl tests.
These technologies will ultimately help reduce the cost of maintaining and operating helicopters, while simultaneously
offering low levels of vibration across all ground and flight regimes that have been unachievable to date.
The team will continue building upon past successes as the program continues. Currently preparations are being
made for testing the system on an UH-60M, including refinements of the PTT for application to the UH-60M main
rotor blades. As mentioned above, the main updates are integrating digital control and installation at both inboard and
outboard tab locations. The RTB controller is being updated to digitally communicate to the PTTs. The automated
PCRs require no further modifications for testing.
The ASTRO Rotors system components will undergo safety-of-flight testing prior to a fully integrated whirl test in
early 2019 at the Sikorsky Engineering Main Rotor Whirl Stand (MRWS). Subsequent to testing at the MRWS, the
system will be installed into a UH-60M aircraft for flight testing at the ADD Ft. Eustis, VA flight test facility
culminating in a flight test of the system to demonstrate and evaluate system effectiveness. During the flight test, the
Auto-RTB system will be challenged by a variety of 1, 2, and 3 per rev-causing anomalies to test the ability of the
system. Modest amounts of blade damage and paint erosion or irregularities in the blade surface caused by small
References
[1] Arnold, Fuerst, Hartmann, Hausberg, Flight Testing of an In-Flight Tuning System on a CH-53G Helicopter,
Presented at the AHS 70th Annual Forum, Montréal, Canada, May 20–22, 2014.
[2] Ballentine, Erin L, Miracle, Adam D, et al “Return on Investment: Analysis of Benefits of the Implementation
of Elastomeric Wedges as Vibration Control on the Apache (AH-64D) Aircraft,” AHS Airworthiness, CBM, and
HUMS Specialists’ Meeting, Huntsville, AL, Feb 11-13, 2013.
[3] S. Ventres and R. Hayden, "Rotor Tuning Using Vibration Data Only," in American Helicopter Society 56th
Annual Forum, Virginia Beach, 2000.
[4] Arnold, Fuerst, In-Flight Tuning System for the CH-53G helicopter, Presented at the 41st European Rotorcraft
Forum, Munich, Germany, September 1–4, 2015.
Downloaded by IOWA STATE UNIVERSITY on January 9, 2019 | http://arc.aiaa.org | DOI: 10.2514/6.2019-1370