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A Closer Look at Rod Load Definitions and Rod Load Limitations of Reciprocating Compressors - Gerhard Knoop e Klaus Hoff
A Closer Look at Rod Load Definitions and Rod Load Limitations of Reciprocating Compressors - Gerhard Knoop e Klaus Hoff
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
A
Closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors.
by
Gerhard Knop, Klaus Hoff, NEUMAN & ESSER GmbH & Co. KG
Abstract
One
of
the
important
design
parameters
of
reciprocating
compressors
is
the
rod
load.
At
the
same
time,
it
is
probably
one
of
the
most
misunderstood
quantities.
Specifications
usually
define
the
rod
load
by
only
a
single
number,
the
maximum
rod
load,
which
makes
the
strength
evaluation
very
convenient
and
simple
and,
therefore,
attractive
to
use.
However,
as
most
possible
failure
mechanisms
of
reciprocating
compressor
parts
are
related
to
fatigue
the
essential
load
is
more
complex.
Moreover,
the
decisive
load
kind
is
not
the
same
at
every
compressor
part
and
location
which
makes
it
even
more
incorrect
to
define
a
single
rod
load
level
valid
for
the
whole
compressor.
In
this
situation,
the
compressor
OEMs
may
find
themselves
in
a
conflict
between
keeping
it
simple
or
doing
it
right.
There
is
a
second
and
even
more
important
aspect.
Usually,
a
lot
of
effort
is
put
in
the
quantification
of
the
rod
load.
Apart
from
the
basic
crank
mechanism
kinetics,
additional
influences
like
valve
pressure
drops,
pulsation
and
vibration
effects
as
well
as
gas
inertia
phenomena
inside
the
cylinder
are
considered.
This
makes
the
load
aspect
very
complete.
However,
the
definition
of
the
load
limits
often
misses
such
a
comprehensive
approach
and
restricts
on
merely
using
material
strength
properties
which
are
only
of
secondary
importance
at
the
critical
locations.
So,
there
might
be
a
discrepancy
between
the
effort
taken
for
load
quantification
and
load
limit
quantification.
However,
one
quantity
cannot
really
live
without
the
other.
This
paper
tries
to
describe
appropriate
rod
load
definitions
and
on
which
properties
and
effects
load
limits
really
depend.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
1
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
Introduction
If
one
compares
old
and
current
compressor
designs
one
will
find
that
the
main
difference
is
the
size.
Today,
the
same
job
(flow
rate
and
pressure
built-‐up)
can
be
done
with
much
smaller
machines
than
years
ago,
without
loss
of
reliability.
This
dimensional
reduction
has
been
mainly
achieved
From
these
three
aspects,
the
1st
and
3rd
are
dealt
with
in
this
paper.
The
2nd
has
been
extensively
looked
at
in
numerous
publications
like
[2,3,4]
and
is
therefore
only
summarized
in
a
very
short
section.
It
must
be
however
briefly
touched,
as
it
yields
the
compressor-‐part
loads
at
the
critical
locations
which
need
to
be
compared
to
the
strength
limits
addressed
in
the
3rd
section
of
this
paper.
It
is
interesting
to
see
how
much
effort
is
put
into
finding
local
part
loads
(2nd
aspect)
but
for
the
necessary
strength
comparison
(3rd
aspect)
often
just
very
rudimentary
material
strength
numbers
are
used.
Note: The terms ‘material strength’ and ‘part strength’ used in this paper mean the following:
‘Material
strength’
refers
to
the
strength
figures
which
depend
only
on
material
properties.
They
have
been
gained
by
respective
tests
(load
cycle
tests)
on
uniaxial
loaded,
small,
smooth-‐surface,
notch-‐free,
friction-‐free,
specimens.
All
parameters
that
may
have
an
effect
on
the
fatigues
strength
except
the
material
properties
have
been
eliminated
in
these
tests.
‘Part
strength’
refers
to
the
strength
of
the
actual
compressor
part
at
the
respective
location,
including
all
the
influences
that
have
been
excluded
in
the
material
tests.
Section
3
of
this
paper
will
show
that
for
most
critical
locations
of
the
compressor
the
part
strength
is
enormously
different
from
the
material
strength
and
sometimes
not
even
related
to
it.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
2
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
Before discussing stress and strength issues, let us however examine the rod load cycle itself.
Fig.
1:
Two
different
combined
rod
loads
[20]
top
diagram:
max.
compression:
271
kN,
max.
tension:
200
kN
bottom
diagram:
max.
compression:
271
kN,
max.
tension:
78
kN
The
two
rod
load
examples
(Fig.
1)
provide
the
same
maximum
force
of
271
kN
although
their
characteristic
looks
obviously
much
different.
In
terms
of
convenience,
using
just
this
one
maximum
force
number
and
opposing
it
to
an
“allowable”
rod
load
level
is
very
attractive.
It
can
be
easily
entered
into
a
data
sheet
and
the
comparison
to
the
load
limit
is
very
simple.
One
can
assume
that
this
simplicity
is
the
reason
why
it
is
still
so
often
used.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
3
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
On
the
other
hand,
one
may
ask
if
this
comparison
really
yields
an
honest
impression
of
the
margin
to
the
real
physical
load
limit.
Finally,
it
is
the
intention
of
comparing
load
and
admissible
load,
to
give
an
idea
on
the
load-‐safety-‐margin.
Unfortunately,
both
rod
loads
of
Fig.
1
are
not
equally
critical
at
all
and
should
be
assessed
in
a
different
way.
For
this
purpose,
the
load
limit
utilization
can
be
improved
by
considering
additional
load
types
like
Depending
on
the
part
and
the
location
within
this
part,
a
different
load
type
is
of
dominant
importance
and
should
be
therefore
used.
Very
often,
it
is
the
dynamic
force
which
is
the
most
decisive
load
type,
but
it
is
actually
rarely
used.
The following sections exemplify the importance of considering different load types.
Piston
rod
–
crosshead
connections
always
provide
significant
stress
concentration.
As
an
effect
of
this
stress
concentration,
the
most
important
load
type
is
the
dynamic
load
and
the
mean
load
influence
is
reduced
to
a
minimum.
Further
explanations
are
given
in
Section
3
below.
The
two
load
characteristics
of
Fig.
1
above
have
very
different
dynamic
load
levels
(471
kN
vs.
349
kN
peak-‐to-‐
peak).
Therefore
they
are
not
at
all
equally
critical
for
the
Piston
rod
–
crosshead
connection
as
their
common
maximum
compressive
load
may
imply.
Fig.
2:
Threaded
Piston
rod
–
crosshead
connection,
as
an
example
of
parts,
the
strength
of
which
is
mainly
dependent
on
the
dynamic
force
(0-‐peak
or
peak-‐to-‐peak),
not
the
maximum
force.
The following Fig. 3 shows the effect of tension and compressive load on a connecting rod bore.
Fig.
3:
Effect
of
tension
(left)
and
compressive
load
(right)
on
a
connecting
rod
bore
[11]
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
4
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
The
tension
load
significantly
deforms
the
rod
bore,
creating
tensile
stress
at
the
bore
sides.
The
compression
load
however
just
presses
on
the
connecting
rod
shank
without
significant
deformation
of
the
rod
bore.
That
means
for
the
connecting
rod
bores,
only
the
tension
load
is
to
be
considered,
not
the
compression
load.
1.3 Examples that cannot make use of just one load kind
There
are
even
parts
where
a
reduction
of
a
single
load
type
is
no
longer
possible.
Plain
bearings
and
crank
shafts
belong
to
this
group.
1.3.1 Crankshaft
The
dominant
load
shares
at
crankshafts
are
torsion
and
bending.
Both
are
finally
driven
by
the
rod
load
on
the
crankshaft
and
passed
through
the
shaft
as
dynamic
torque
and
bending
moment.
Sometimes
bending
is
prevailing,
sometimes
torque
or
anything
in
between.
This
makes
it
very
individual
and
cannot
be
reduced
to
bending
or
torque
only.
With
long
crankshafts
the
additional
load
introduced
by
torsional
vibrations
is
to
be
considered
as
well.
Fig.
4:
Instantaneous
crankshaft
bending
load
situation
to
be
superimposed
to
the
torsional
load
(top:
front
view,
bottom:
top
view)
[20]
The
previous
figure
shows
an
example
bending
load
scenario.
Bending
and
torsion
are
considered
in
an
elaborate
strength
evaluation
calculation,
also
using
stress
concentration
factors
derived
by
FEA
and
strain
gage
measurement,
resulting
in
a
safety
margin
that
is
to
be
opposed
to
the
required
safety
margin
of
this
procedure.
That
way,
the
load
situation
is
once
more
reduced
to
a
single
number,
even
though
it
is
not
a
direct
load
number:
the
utilization
of
the
required
safety
margin.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
5
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
The following figure shows a typical journal orbit within a slide bearing.
Fig.
5:
Crankshaft
bearing
journal
orbit
calculation
[20]
The
loading
of
a
compressor
slide
bearing
is
rather
complex.
There
are
as
much
as
4
different
load
parameters
like
local
oil
pressure,
the
minimum
oil
film
thickness,
a
mixed
friction
load
number
if
mixed
friction
is
present
and,
finally,
an
oil
refilling
parameter
for
crosshead
pin
bearings
(Fig.
6)
that
describes
the
capability
of
refilling
the
bearing
with
liquid
oil
after
the
vaporization
at
the
rod
load
reversals.
Fig.
6:
Crosshead
pin
bearing
simulation
[20]
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
6
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
All
this
can
be
simulated
by
appropriate
software.
Hoff
and
Steinbusch
[1]
developed
such
a
simulation
tool
and
even
derived
an
analytical
approach
that
allows
the
evaluation
of
the
bearing
load
for
all
mentioned
load
kinds.
The
analytical
approach
was
adjusted
to
the
simulation
so
that
it
provides
sufficient
accuracy.
The
final
load
quantity
is
the
utilization
of
the
load
limit
as
a
number
between
0
and
100%,
for
all
four
load
kinds
described
above.
(Example,
see
section
1.5,
Fig.
7)
It
stands
to
reason
that,
as
a
minimum,
the
rod
load
should
be
quantified
by
superimposing
gas
and
mass
load.
Mass
force
can
either
increase
or
decrease
the
combined
rod
load.
For
the
mass
load
it
must
be
taken
into
account
that
it
is
different
at
any
location
of
the
cylinder
axis.
Right
beneath
the
piston,
it
is
just
the
piston
mass
that
is
producing
inertia
force.
At
the
piston
rod
–
crosshead
connection
it
is
the
mass
of
piston
plus
piston
rod.
At
the
small
connection
rod
end
bore
it
is
mass
of
piston,
piston
rod
plus
crosshead
etc.
The
further
we
go
down
the
axis,
the
more
mass
is
effective
to
the
rod
load.
This
circumstance
is
another
reason
why
it
is
not
sensible
to
name
just
one
load
number
as
a
representative
loading
quantity
of
the
whole
compressor.
As
attractive
the
use
of
only
one
load
number
to
be
compared
to
one
single
limit
may
be
in
terms
of
simplicity,
it
gives
no
real
impression
on
how
close
the
load
is
really
at
the
limit.
Instead,
every
critical
part
and
location
should
get
its
own
limit
to
which
the
respective
load
is
related.
For
parts
that
do
not
allow
a
reasonable
reduction
to
only
one
load
number
like
plain
bearings
or
crankshafts
due
to
their
complexity,
it
is
still
possible
to
define
a
relative
(percentage)
figure
showing
the
utilization
of
the
load
limit.
The
following
diagram
gives
an
example
of
a
load
map.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
7
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
Fig.
7:
Bar
diagram
showing
the
strength
utilization
of
the
different
compressor
parts
[20]
Blue
bars
=
normal
load,
red
bars
=
PSV
load,
yellow
bars
=
idle
run
load
Colored
ranges:
green
<90%,
yellow
90…100%,
red
>
100%
load
limit
utilization
The
large
number
of
different
loads
is
certainly
more
inconvenient
to
use
than
a
single
load
figure
but
is
just
giving
a
more
realistic
idea
about
the
margin
to
the
load
limit.
It
may
be
suggested
to
reduce
the
multitude
of
loads
to
only
the
most
critical
one.
However,
modern
compressors
are
well
balanced
designed
and
it
is
usually
not
always
the
same
part
and
location
the
bottle
neck.
Many
publications,
e.g.
[2,3,4]
point
out
that
there
are
also
other
load
sources
than
the
‘classical’
compression
gas
forces
and
inertial
mass
forces.
They
may
include
pressure
pulsations
inside
the
compression
chambers,
uneven
pressure
distribution
across
the
piston,
torsional
crank
shaft
vibrations
that
feed
back
to
the
piston
rod,
mechanical
cylinder
vibrations
and
others.
These
additional
load
sources
are
usually
not
very
dominant
but
contribute
to
a
certain
extent
to
the
overall
rod
load
and
may
need
to
be
quantified.
After
the
quantification
of
the
rod
loads
which
may
be
considered
as
outer
loads,
they
need
to
be
converted
into
local
part-‐loads.
These
local
part-‐loads
are
stress,
stress
gradient,
contact
pressure
and
oscillatory
micro
slippage
of
two
contacting
part
faces.
This
conversion
is
usually
carried
out
by
applying
FEA
(Finite
Element
Analysis).
These
resulting
local
part-‐loads
are
to
be
compared
to
strength
limits
examined
in
the
next
section.
For
the
purpose
of
fighting
against
widespread
misunderstandings,
it
may
be
perhaps
once
more
emphasized
at
this
point
that
FEA
yields
no
strength
but
just
load
magnitudes.
Strength
on
the
other
hand
is
purely
empirical.
Once
the
local
load
is
found
by
applying
the
methods
succinctly
described
in
the
previous
section,
it
must
be
opposed
to
allowable
limits
that
define
part
strength.
The
most
important
fact
in
this
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
8
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
context
is
the
awareness
that
the
load
limits
at
the
critical
locations
of
the
compressor
parts
are
in
no
way
proportional
to
the
material
fatigue
strength
properties.
Material
fatigue
strength
limits
are
found
by
load
cycle
tests
on
uniaxial
loaded,
small,
smooth-‐
surface,
notch-‐free,
friction-‐free,
specimens.
Such
experimentally
gained
load
limits
are
usually
used
as
a
basic
to
derive
the
required
part
strength.
This
derivation
is
often
carried
out
by
applying
factors
that
are
supposed
to
cover
the
effect
on
the
strength
caused
by
the
features
not
included
in
the
material
cycle
test.
These
factors
again
are
gained
by
respective
tests.
When
applying
this
approach,
it
is
crucial
to
understand
its
limitations.
The
following
paragraphs
give
the
most
important
aspects
that
need
to
be
considered.
Before
immersing
into
the
subject,
it
must
be
noted
that
any
prospective
part
fracture
at
reciprocating
compressors
is
always
a
fatigue
fracture
and
never
a
fast
rupture
(overload
fracture).
This
fact
is
just
given
by
the
exceptionally
dynamic
load
characteristic
of
the
reciprocating
machine.
Therefore,
whenever
the
term
strength
is
used
in
this
paper,
the
meaning
is
always
fatigue
strength,
even
if
not
explicitly
mentioned.
Experimental
tests
[5,6,7,8,9,10]
show
that
the
material
strength
can
be
enormously
reduced
by
micro
slip
of
two
contacting
faces.
This
situation
is
always
given
at
any
compressor
part
assembly
and
principally
cannot
be
avoided.
Hence,
it
must
be
considered
as
the
most
important
effect
on
fatigue
and
a
good
knowledge
on
this
matter
is
required
to
establish
accurate
compressor-‐rod
load
limits.
The small end bore of the connecting rod is used as an example to describe fretting fatigue.
Fig.
8:
Tangential
bulk
stress
σt
(red)
and
slip
s
(green)
in
a
connecting
rod
bore
[11]
The
above
figure
shows
tangential
slip
between
the
bushing
and
the
connecting
rod
bore
(in
green
color).
Its
magnitude
depends
on
the
location
around
the
circumference.
The
amount
of
slip
is
one
parameter
out
of
several
at
the
face-‐to-‐face
contact
that
can
enormously
reduce
the
fatigue
strength,
however
in
a
different
way
than
firstly
expected.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
9
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
wear [mm³/Nmm]
It
is
interesting
to
find
that
not
the
locations
exposed
to
large
slip
but
those
subject
to
low
slip
provide
the
lowest
fatigue
strength
(Fig.
9).
This
was
already
described
by
Vingsbo
and
Söderberg
[5]
in
1988
and
confirmed
by
many
others
(e.g.
[6])
later.
The
diagram
gives
rise
to
define
two
failure
mechanisms:
Fretting
fatigue:
In
the
low-‐slip
region,
cracks
would
be
initiated
which
can
propagate
if
the
tangential
bulk
stress
level
around
the
crack
is
high
enough.
These
locations
can
typically
be
not
noticed
beforehand
(e.g.
by
a
regular
inspection)
as
the
small
slip
creates
no
visible
surface
damage
or
even
corrosion.
Fretting
wear:
In
the
high
slip
region,
a
surface
damage
and
corrosion
can
be
observed.
Continuous
large
slip
would
create
material
loss
of
the
contacting
faces.
Experiments
yielded
however
no
crack
propagation
or
fractures.
This
is
interpreted
in
a
way
that
any
newly
initiated
crack
is
worn
away
by
the
presence
of
the
large
slip.
From
both
observations
it
can
be
concluded
that
obvious
surface
damages
are
not
critical
in
terms
of
fatigue
and
clean
surfaces
on
the
other
hand
are
no
proof
that
there
is
no
danger
of
fatigue
fracture.
Coming
back
to
our
example
assembly,
the
small
end
connecting
rod,
no
location
around
the
bore
provides
enough
slip
to
produce
wear.
Fretting
wear
is
normally
no
issue
with
connecting
rods.
The
critical
zones
in
terms
of
fretting
fatigue
are
near
the
areas
of
the
highest
bulk
stress.
Other
regions
may
also
produce
initial
cracks
by
fretting
but
these
would
stop
propagating
after
a
certain
crack
depth
when
the
crack
tip
is
out
of
the
range
of
the
fretting
influence
(in
terms
of
depth)
and
–
at
the
same
time
-‐
only
low
tangential
bulk
stress
present.
For
more
details,
refer
to
the
work
by
Naumann
and
Knop
[11].
The
intention
of
this
paper
is
just
to
give
an
idea
about
the
amount
of
strength
loss
one
typically
has
to
expect
with
fretting.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
10
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
Tensile strength
Stahl = steel
Fig.
10:
Fatigue
limits
of
different
materials
with
and
without
fretting
[10]
Fig.
11:
Comparison
of
the
Söderberg
U-‐curve
(Fig.
9)
for
different
material
grades
[11]
Figures
10
and
11
give
an
impression
about
the
loss
in
fatigue
strength.
It
turns
out
that
high-‐
strength
steels
can
lose
strength
by
a
factor
of
2
or
3,
whereas
low-‐strength
steels
lose
only
little
strength.
Exposed
to
fretting,
both
material
groups
approach
about
the
same
fatigue
level!
The
figures
above
clearly
show
the
need
to
include
the
fretting
fatigue
aspect
into
the
strength
evaluation.
The
most
famous
approach
is
probably
the
FFDP
parameter
(fretting
fatigue
damage
parameter)
or
Ruiz
criterion
[7].
σt
=
tangential
stress
τ
=
shear
stress
s
=
slip
For
a
certain
shear
stress
and
FFDP,
the
Ruiz
equation
above
yields
the
qualitative
hyperbolic
relation
1
σ t −admissible = σ W ~
s
which
is
reflecting
the
decreasing
branch
of
the
curve
in
Fig.
9,
11.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
11
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
The
next
important
design
feature
which
creates
a
possible
weak
location
of
compressor
parts
is
the
notch
(like
fillets
or
other
radii).
This
section
does
not
address
the
generally
known
aspect
of
stress
concentration
at
which
the
local
stress
is
increased
compared
to
the
nominal
stress
(force
per
area
or
moment
per
second
moment
of
area),
but
the
fatigue
strength
loss
of
different
materials
at
such
areas.
Fig.
12:
Notch
influence
[12]
When
looking
at
approved
approaches
like
given
in
[12],
it
shows
that
high-‐strength
metals
loose
much
more
strength
than
low-‐strength
metals
at
notches.
The
symbols
in
the
figure
represent
the
following:
n
=
Kt
/
Kf
σ
Kt
=
stress
concentration
factor
=
ratio
local
stress
to
nominal
stress
(only
dependent
on
geometry
and
load
kind)
(could
be
a
result
of
a
FEA)
Kf
=
fatigue
notch
factor
(dependent
on
Kt,
stress
gradient
and
material)
G
=
related
stress
gradient
in
mm-‐1
=
1/σa
⋅
dσa/ds
σ
Other parameters like surface roughness show the same material dependence on fatigue strength:
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
12
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
Fig.
13:
Surface
roughness
influence;
simplified
illustration
of
[12,
Fig.
4.3.4]
Symbols:
KR
=
surface
roughness
factor
(KR
=
1
→
no
influence,
KR
<
1
→
loss
of
strength)
Rm
=
material
tensile
strength
There
is
a
further
aspect
to
be
looked
at
in
this
context:
The
surface
roughness
only
creates
a
significant
effect
at
notch
free
locations.
This
non-‐proportional
association
can
be
considered
by
the
following
equation
[12]:
1 ⎛ 1 ⎛ 1 ⎞ ⎞
KWK = ⋅ ⎜1 + ~ ⋅ ⎜⎜ − 1⎟⎟ ⎟ ⋅ ...
(Parameters
have
been
explained
at
Fig.
12)
nσ ⎜ K ⎝ K R ⎠ ⎟⎠
⎝ f
The equation looks a bit confusing at first glance but finally means the following:
If no notch is present (Kf = 1), the surface roughness factor KR is fully effective.
If the notch is infinitely sharp (Kf = large), the surface roughness factor KR has no influence.
As
a
summery
it
can
be
said
that,
same
as
with
fretting,
the
part
strength
of
notched
locations
is
much
less
dependent
on
the
material
than
assumed
when
just
looking
at
the
pure
material
strength
numbers.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
13
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
3.4 A special load situation -‐ High mean stress, low amplitude
A
special
load
situation
is
present
at
all
threaded
connections.
Due
to
the
high
stress
concentration,
often
combined
with
high
preload,
it
is
normal
that
the
local
stress
levels
exceed
the
linear
material
range.
The
material
is
yielding
at
the
thread
teeth.
This
is
mostly
the
case
and
nothing
to
worry
about.
Only
it
also
forbids
the
use
of
the
“classical”
stress
based
fatigue
strength
evaluation
methods.
Instead, strain based approaches can be used as described in [14], [16], [17] and other publications.
The
interesting
and
attractive
feature
of
such
strain
based
approaches
in
highly
notched
areas
is
that
the
part
strength
seems
to
be
the
same
as
the
material
strength,
independent
of
any
other
effect
like
surface
roughness
or
part
dimension.
It
must
be
noted
however
that
this
material
strength
is
not
reflected
by
the
well-‐known
stress
based
quantities
like
ultimate
tensile
strength
or
yield
strength.
Instead,
other
strength
parameters
are
used
like
the
SWT-‐parameter
(Smith-‐Watson-‐Topper):
1
σ a ⎛ σ a ⎞ n '
PSWT = σ o ⋅ ε a ⋅ E
using
σ o = σ m + σ a
and
εa = + ⎜ ⎟
E ⎝ K ' ⎠
σ
=
stress,
ε
=
strain
Indexes:
o
=
maximum,
m
=
mean,
a
=
amplitude
E,
K’,
n’
=
parameters
of
the
Ramberg-‐Osgood
relation,
E
=
Young’s
modulus
Other
common
methods
are
the
Brown-‐Miller
and
Findley
approaches
with
or
without
the
strain
share
as
described
in
[15].
The
motivation
to
erase
the
strain
share
in
these
approaches
is
driven
by
the
circumstance
that
parts
which
survive
very
high
cycle
fatigue
are
loaded
primarily
in
the
elastic
range
only.
For
preloaded
threads
this
can
be
however
different:
Bolts:
A
good
approach
should
also
cover
the
empirical
finding
that
the
strength
of
highly-‐preloaded,
sharply
notched
parts
(like
bolts)
is
almost
independent
of
the
steel
grade
used.
High-‐strength
steel
bolts
show
the
same
fatigue
limits
as
low-‐strength
steel
bolts.
This
is
experimentally
verified
in
many
publications
like
VDI
2230
[18].
When
considering
simple
bolts
one
can
also
come
back
to
the
nominal
stress
approaches
since
there
is
probably
no
other
machine
part
so
extensively
and
comprehensively
tested
like
the
bolt.
VDI
2230
gives
the
following
expression.
⎛ 150 ⎞
σ ASV = 0,85 ⋅ ⎜ + 45 ⎟
⎝ d ⎠
σASV
=
bolt
fatigue
nominal
stress
amplitude
in
MPa
d
=
bolt
diameter
in
mm
The
fatigue
stress
depends
only
on
the
bolt
diameter,
not
on
the
material
!!
Frithjof
[14]
could
show
that
the
empirical
VDI
2230
equation,
when
made
dimensionless,
almost
perfectly
reflects
the
reciprocal
of
the
fatigue
notch
factor,
gained
by
FEA
and
applying
the
notch
influence
factor
of
Fig.
12.
It
shows
the
same
strength
decline
with
diameter
due
to
increasing
stress
concentration
and
decreasing
stress
gradients.
This
finding
once
more
gives
a
strong
indication
of
the
independence
of
the
bolt
fatigue
strength
of
the
mean
stress
and
of
most
material
strength
numbers.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
14
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
reciprocal of Kf
diameter [mm]
Fig.
14:
Correlation
of
fatigue
strength
and
reciprocal
of
fatigue
notch
factor
Kf
[14,
p.
74-‐76]
To
summarize:
The
fatigue
strength
of
bolts
and
other
threaded
parts
is
almost
not
dependent
on
the
material
characteristic
of
the
steel
in
use.
3.5 Load cycle tests of the full compressor part assembly
The
most
direct
way
to
verify
strength
is
of
course
testing
the
part.
Load
cycle
tests
are
used
on
unscaled
assemblies
with
their
original
und
unchanged
design
(Fig.
16)
and
the
respective
dynamic
load
is
applied
up
to
typically
several
million
cycles
and
increase
in
steps
until
fracture.
Fig.
16:
Load
cycle
test
of
crosshead
assembly
(lower
piston
rod
–
crosshead
–
connecting
rod
top)
Left
view:
Drawing
Right
view:
Installation
in
the
load
cycle
test
machine
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
15
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
Statistical
effects
must
be
covered
with
safety
factors
which
have
been
developed
by
the
compressor
manufacturer
over
the
time
bases
on
experience.
This
experience
also
includes
the
empirical
findings
on
real
compressors
over
many
years.
Locking
once
more
to
the
effects
described
in
the
previous
sections,
it
can
be
noticed
that
whenever
deviations
from
the
ideal
conditions
at
material
cycle
tests
(uniaxial
load,
smooth
and
un-‐notched
geometry,
small
dimension,
no
contact
forces)
are
present
at
real
compressor
parts
(which
is
always
the
case
at
the
critical
locations),
the
fatigue
load
capacity
of
high-‐strength
steel
is
much
more
reduced
than
with
low-‐strength
steel.
It
looks
like
especially
with
contacting
part
faces
of
assemblies
or
geometrical
notches,
the
fatigue
part-‐strength
seems
to
approach
the
same
low
level,
with
only
little
or
even
no
dependence
on
the
steel
grade.
Summary
It
could
be
shown
that
the
rod
load
limitation
of
reciprocating
compressors
requires
some
detailing
in
load
kind
and
compressor
part.
Only
then,
a
good
impression
of
the
true
margins
to
the
strength
limits
can
be
obtained.
This
is
not
possible
by
restricting
to
only
one
or
two
load
figures,
representing
the
whole
compressor.
The
same
effort
usually
taken
to
include
all
physical
effects
into
the
rod
load
quantification
should
also
be
spent
for
finding
correct
part
strength
limits.
Since
the
most
critical
compressor
part
locations
are
situated
at
small
radii
or
faces
exposed
to
micro
slip
(fretting),
the
true
fatigue
strength
is
usually
much
less
related
to
material
properties
than
at
most
other
(uncritical)
locations
of
the
compressor
parts.
Compressor
design
and
dimensioning
should
always
have
the
main
focus
on
this
fact.
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
16
A
closer
Look
at
Rod
Load
Definitions
and
Rod
Load
Limitations
of
Reciprocating
Compressors
__________________________________________________________________________________
References
[1]
Hoff,
Steinbusch,
Hydrodynamic
calculation
method
for
crosshead
pin
bearings
especially
under
less
rod
load
reversal
loading,
EFRC
2008,
Düsseldorf
[2]
Aigner,
Meyer,
Steinrück,
Valve
Dynamics
and
Internal
Waves
in
a
Reciprocating
Compressor,
EFRC
2005,
Antwerp
[3] Hinchliff, A Discussion on the Various Loads Used to Rate Reciprocating Compressors, GMC 2014
[5] Vingsbo, Söderberg: On fretting maps. Wear, 1988, 126 (2), 131-‐147.
[6]
Rabb,
Hautala,
Lehtovaara,
Fretting
Fatigue
in
Diesel
Engineering,
Paper
No.
76,
CIMAC
Congress
2007,
Vienna
[7]
Merrit,
Zhu,
The
Prediction
of
Connecting
Rod
Fretting
and
Fretting
Initiated
Fatigue
Fractures,
SAE
International
2004
[8]
Madge,
Leen,
McColl,
Shipway,
Contact-‐evolution
based
prediction
of
fretting
fatigue
life:
Effect
of
slip
amplitude,
Wear
262
(2007)
1159-‐1170
[11]
Naumann,
Knop,
A
Review
on
the
Methods
of
Load
and
Strength
Evaluation
of
Connecting
Rods,
EFRC
2010,
Florence
[12] FKM-‐Guideline, Analytical Strength Assessment, 6th edition 2012, VDMA Verlag
[14]
Frithjof
Marten,
Zur
Ermüdungsfestigkeit
hochfester
großer
Schrauben,
Diss.,
Gottfried
Wilhelm
Leibniz
Universität
Hannover,
2009
[15]
Winkler,
Holt,
Vallance,
Concerning
the
Synergy
of
Stress
and
Strain-‐based
Methods
in
Modern
Metal
Fatigue
Analysis,
www.safetechnology.com/downloads.asp?fid=35664
[16]
Traversari,
Rossi,
Faretra,
Nonlinear
multi-‐axial
fatigue
analysis
of
a
threaded
crosshead
to
piston
rod
connection
of
a
reciprocating
compressor
using
the
Brown-‐Miller
algorithm,
EFRC
2012,
Düsseldorf
[18]
VDI
2230,
Systematic
calculation
of
highly
stressed
bolted
joints,
Part
1,
2014
[19]
API
618,
Reciprocating
Compressors
for
Petroleum,
Chemical,
and
Gas
Industry
Services,
Standard
by
American
Petroleum
Institute,
2007
Gerhard
Knop,
Klaus
Hoff
–
NEUMAN
&
ESSER
Gas
Machinery
Conference
2015
page
17