Title of Invention

COMPOSITE-STEEL HYBRID MAST FOR ROTORCRAFT

Abstract A composite-steel hybrid mast for a rotorcraft includes a tabular, steel portion having an internal surface defining a space therein and a composite portion disposed within the space defined by the internal surface of the steel portion and held in a fixed spatial relationship with respect to the internal surface of the steel portion.
Full Text COMPOSITE-STEEL HYBRID MAST FOR ROTORCRAFT
Technical Field
The present invention relates to masts for rotorcraft.
Description of the Prior Art
Traditional rotorcraft masts are fabricated from a steel forging, which typically
comprises 4340 steel, 9310 low-alloy steel, or nitriding steel, such as nitralloy steel.
All interfacing features are machined on the outside surface of the mast. These
include splines for engaging with a planetary carrier in the rotorcraft's gearbox and a
trunion of the rotor hub, bearing raceways, spinner support, etc.
For example, as shown in Figure 1, a conventional steel mast 101 for
rotorcraft (not shown) comprises an elongated tubular structure having an external
wall 103 made of steel. Mast 101 typically includes one or more end fittings 105 and
107 that allow mast 101 to be connected to the transmission, the rotor hub, and
other components of the rotorcraft (not shown).
A major section of the mast is exposed to the environment with minimum
protection outside of the gearbox. This section is critically loaded while beihg
susceptible to various kinds of damaging elements, such as debris blasts, sand
blasts, chemical corrosion, and handling damage. All of these damaging elements
may result in dangerous cracking on the mast surface. Because conventional masts
are mission critical parts with no redundant or "fail-safe" structures, the failure of a
mast may very likely result in the loss of lives and property.
Although great strides have been made in the area of rotorcraft masts,
significant shortcomings remain.
Brief Description of the Drawings
The novel features believed characteristic of the invention are set forth in the
appended claims. However, the invention itself, as well as a preferred mode of use,

and further objectives and advantages thereof, will best be understood by reference
to the following detailed description when read in conjunction with the accompanying
drawings, in which the leftmost significant digit(s) in the reference numerals
denote(s) the first figure in which the respective reference numerals appear, wherein:
Figure 1 is a longitudinal, cross-sectional view of a conventional steel mast for
a rotorcraft;
Figure 2 is a longitudinal, cross-sectional view of an illustrative embodiment of
a composite-steel hybrid mast for a rotorcraft;
Figures 3-7 depict one particular, illustrative embodiment of a method for
making the composite-steel hybrid masts of Figure 2 or Figure 8; and
Figure 8 is a longitudinal, cross-sectional view of an illustrative embodiment of
a composite-steel hybrid mast for a rotorcraft, alternative to the embodiment of
Figure 2.
While the invention is susceptible to various modifications and alternative
forms, specific embodiments thereof have been shown by way of example in the
drawings and are herein described in detail. It should be understood, however, that
the description herein of specific embodiments is not intended to limit the invention to
the particular forms disclosed, but on the contrary, the intention is to cover all
modifications, equivalents, and alternatives falling within the spirit and scope of the
invention as defined by the appended claims.
Description of the Preferred Embodiment
Illustrative embodiments of the invention are described below. In the interest
of clarity, not all features of an actual implementation are described in this
specification. It will of course be appreciated that in the development of any such
actual embodiment, numerous implementation-specific decisions must be made to
achieve the developer's specific goals, such as compliance with system-related and
business-related constraints, which will vary from one implementation to another.

Moreover, it will be appreciated that such a development effort might be complex
and time-consuming but would nevertheless be a routine undertaking for those of
ordinary skill in the art having the benefit of this disclosure.
A composite-steel hybrid mast for a rotorcraft includes a tubular, steel portion
having an internal surface defining a space therein and a composite portion disposed
within the space defined by the internal surface of the steel portion and affixed to the
internal surface of the steel portion.
A method for making a composite-steel hybrid mast for a rotorcraft includes
providing a tubular, steel portion comprising an internal surface defining a space
therein; preparing a composite portion comprising a fiber-reinforced, polymeric,
composite material on an expandable mandrel; and placing the expandable mandrel,
with the composite portion thereon, into the space defined by the internal surface of
the steel portion. The method further includes expanding the expandable mandrel,
curing the composite portion, unexpanding the expandable mandrel, and removing
the expandable mandrel from the composite portion.
Referring now to Figure 2 in the drawings, a preferred embodiment of a
composite-steel hybrid mast 201 for a rotorcraft is illustrated. Mast 201 is an
elongated coaxial, tubular structure having an external, steel portion 203. Steel
portion 203 of mast 201 includes one or more end fittings 205 and 207 that allow
mast 201 to be connected to the transmission, the rotor hub, and other components
of a rotorcraft (not shown).
In a preferred embodiment, steel portion 203 of mast 201 maintains the same
external features, external shape, and external dimensions of a conventional steel
mast, such as mast 101 (shown in Figure 1). However, mast 201 includes an interior
composite portion 209 that is made of a fiber-reinforced, polymeric, composite
material, such as a carbon-reinforced epoxy material, a fiberglass-reinforced, epoxy
material, or the like. Composite portion 209 is disposed within a space 211 defined
by steel portion 203 and affixed to an internal surface 213 of external wall 203.
Preferably, composite portion 209 is adhesively bonded to internal surface 213 of

steel portion 203. Internal surface 213 may include features, such as grooves or
slots, such as grooves 301 of Figure 3, and/or surface treatments, which improve
adhesive bonding and load transfer between steel portion 203 and composite portion
209, as is described in greater detail herein.
Still referring to Figure 2, composite portion 209 allows the thickness of
selected portions of steel portion 203 to be reduced over conventional, all-steel
masts, such as mast 101, thereby reducing the overall weight of mast 201.
Specifically, composite portion 209 allows a thickness of a wall 215 of steel portion
203 to be reduced, as compared to corresponding portions of conventional, all-steel
masts, such as mast 101, in areas adjacent composite portion 209. Mast 201
supports torque, thrust, shear, and bending moments.
Interior composite portion 209 may be formed of a fiber-reinforced, composite
material fabricated with any process, including, for example, tape-placement; fiber-
placement; filament-winding; braiding and resin transfer molding (RTM), hand layup,
or the like.
Figures 3-5 depict one particular, preferred embodiment of a method for
making a composite-steel hybrid mast, such as mast 201. Referring in particular to
Figure 3, a fiber preform 302 of interior composite portion 209 is formed by braiding
dry reinforcing fibers around an unexpanded but expandable mandrel 303. In one
embodiment, expandable mandrel 303 comprises an elastomeric material configured
as a "balloon," such that the elastomeric material defines an internal cavity into which
a fluid can be introduced under pressure to inflate expandable mandrel 303.
Preferably, however, expandable mandrel 303 is a segmented, metallic, expandable
mandrel. It is preferable, but not required, that mandrel 303 have controlled external
dimensions. Resin, such as an epoxy resin, is dispersed in fiber preform 302, such
as by soaking fiber preform 302 in the resin.
Referring now to Figure 4, expandable mandrel 303, with fiber preform 302
disposed thereon, is then inserted into steel portion 203 of mast 201. As shown in
Figure 5, expandable mandrel 303 is then expanded toward internal surface 213 of

steel portion 203. In one embodiment, expandable mandrel 303 is expanded by
introducing a gas, such as air, nitrogen, or the like, into an internal cavity defined by
expandable mandrel 303 via a port 305. In another embodiment, expandable
mandrel 303 is expanded by mechanically actuating segments of expandable
mandrel 303 toward internal surface 213 of steel portion 203. Steel portion 203, fiber
preform 302, and mandrel 303 are placed in a resin transfer molding tool 501,
represented by a phantom line in Figure 5, as is known in the art. Resin, such as
epoxy resin, is introduced into fiber preform 302 while fiber preform is under vacuum
to efficiently transfer resin into fiber preform 302 and to remove gases in fiber
preform 302. Resin and fiber preform 302 forms interior composite portion 209.
Steel portion 203 and composite portion 209 are then heated to cure the resin of
composite portion 209 while composite portion 209 is in contact with internal surface
213 of steel portion 201 to form a rigid composite portion 209 and adhesively bond
composite portion 209 to internal surface 213 of steel portion 201. Preferably, the
curing operation occurs under vacuum.
It should be noted that the present invention contemplates forming composite
portion 209 by methods other than resin transfer molding. For example, reinforcing
fibers that are impregnated with resin, known as a composite "prepreg" material, may
be placed or "laid-up" on expandable mandrel 303.
It will be appreciated that specialized tools, such as an autoclave, an oven, a
gas compressor, a vacuum pump, one or more material handling tools, or the like
may be used to facilitate the operation and to complete the curing process. It should
also be noted that thermal residual stresses due to the difference in the coefficients
of thermal expansion between composite portion 209 and steel portion 203 at the
interface between composite portion 209 and inner surface 213 of steel portion 203
and caused by the curing process are always in compression, which inhibits or
prevents composite portion 209 from inadvertently becoming dislodged from steel
portion 203. Because composite portion 209 is cured at elevated temperatures and
steel portion 203 has a larger coefficient of thermal expansion than composite
portion 209, steel portion 203 is in compression about composite portion 209 when
at operational temperatures, which are lower than the curing temperatures. In some

embodiments, the residual compressive stresses are sufficient to maintain a fixed
spatial relationship between composite portion 209 and inner surface 213 of steel
portion 203. In other embodiments, however, composite portion 209 is bonded to
inner surface 213 of steel portion 203, for example, by bonding of the resin of
composite portion 209 to inner surface 213 or by bonding via additional adhesive
material, as is discussed in greater detail herein.
In one particular embodiment, however, at least one ply of adhesive film is
added to at least a portion of the interface 213 of composite portion 209 and steel
portion 203 to enhance the synergy of these two elements of mast 201. Before
interior composite portion 209 and mandrel 303 are inserted into steel portion 203,
internal surface 213 of steel portion 203 may be selectively treated by suitable
processes, such as chemical processes, mechanical processes, thermal processes,
and/or combinations thereof, to improve the adhesive bonding and load transfer
between interior composite portion 209 and exterior steel portion 203. One example
of a chemical process is the preparation of surface 213 of steel portion 203 with a
chemical agent, such as phosphate fluoride; the application of an adhesive primer;
and the "tackification" of adhesive film onto surface 213. For the purposes of this
disclosure, the term "tackification" means lightly sticking the adhesive film onto inner
surface 213 of steel portion 203. One example of a mechanical process is the
machining of shallow slots or grooves, such as grooves 301, 307, and/or 309 in
internal surface 213 of steel portion 203, as shown in Figure 3. It should be noted
that grooves 301, 307, and 309 are merely examples of such grooves that can be
defined by internal surface 213 of steel portion 203 and that other groove shapes
and geometries exist. Moreover, it should be noted that grooves or slots, such as
grooves 301,307, and/or 309, of steel portion 203 are not required.
After mast 201 is cured, mandrel 303 is unexpanded or collapsed, as shown
in Figure 6 and removed, as shown in Figure 7. In one embodiment, mandrel 303 is
unexpanded or collapsed by withdrawing the fluid, for example, a gas such as air or
nitrogen, from within mandrel 303. Surfaces of mast 201 and/or mandrel 303 are
cleaned, as desired.

Referring to the embodiment of Figure 2, end surfaces 217 and 219 of
composite portion 209 are tapered. Alternatively, as shown in Figure 8, end surfaces
217 and 219 are filleted, exhibiting a radius R1 or R2, respectively. If filleted or
tapered surfaces 217 and 219 are not produced by expandable mandrel 303 and
"molded in," filleted or tapered surfaces 217 and 219 are machined at ends of
composite portion 209, if desired. Generally, filleted or tapered surfaces 217 and
219 minimize the interface shear stress caused by torque transition from steel
portion 203 into composite portion 209 and from composite portion 209 into steel
portion 203 and provide a smooth torque transition. The interface shear stress
outside the transition zones is zero, except in the area where the wall thickness of
steel portion 303 or composite portion 209 changes, according to the linear theory of
strength of materials. The optimal dimension of filleted or tapered surfaces 217 and
219 is implementation specific and preferably tailored through stress analysis. It
should be noted, however, that filleted or tapered surfaces, such as surfaces 217
and 219, of composite portion 209 are not required in every embodiment.
The thicknesses and diameters of steel portion 203 and composite portion
209 can be tailored to have the torsional stiffnesses and bending stiffnesses to meet
selected dynamics requirements. In one particular embodiment, both composite
portion 209 and steel portion 203 carry at least one of lift, thrust, torsion, and
bending loads, such that hybrid mast 201 as a whole meets the structural design
criteria for static and fatigue. The load distribution among composite portion 209 and
steel portion 203 is determined by the respective wall thicknesses and diameters.
For example, mast 201 can be designed such that composite portion 209 alone is
capable of carrying design limit load which is the maximum obtainable load under a
normal operating condition. Therefore, an unexpected crack growth or propagation
in steel portion 203 will not propagate into composite portion 209 immediately, thus
preventing catastrophic failure. This is a 'fail-safe' feature of steel-composite hybrid
mast. This makes mast 201 more reliable and durable than traditional steel masts.
Because steel portion 203 is exposed to hostile environments and to most sources of
damage, it is likely that any undesirable cracks or other damage will initiate in steel
portion 203.

Composite-steel hybrid masts provide dual load paths for any type of
rotorcraft, including helicopters and tiltrotor aircraft, both manned and unmanned.
Composite-steel hybrid masts allow for optimization of the hybrid design for
maximum structural integrity with minimum weight.
The composite-steel hybrid mast has significant advantages, including: (1) the
dual load paths, i.e., composite and steel, make the rotor mast more reliable and
more durable as opposed to the single load path design of the traditional rotor mast;
and (2) the weight of a rotor mast can be reduced depending upon the model of
aircraft and the type of application, because of the lighter weight of the composite
material.
The particular embodiments disclosed above are illustrative only, as the
invention may be modified and practiced in different but equivalent manners
apparent to those skilled in the art having the benefit of the teachings herein.
Furthermore, no limitations are intended to the details of construction or design
herein shown, other than as described in the claims below. It is therefore evident that
the particular embodiments disclosed above may be altered or modified and all such
variations are considered within the scope and spirit of the invention. Accordingly,
the protection sought herein is as set forth in the claims below. It is apparent
that an invention with significant advantages has been described and illustrated.
Although the present invention is shown in a limited number of forms, it is not limited
to just these forms, but is amenable to various changes and modifications without
departing from the spirit thereof.

IN THE CLAIMS
Please amend the claims as follows:
1. (Currently Amended) A composite-steel hybrid mast for a rotorcraft.
comprising:
a tubular, steel portion having an internal surface defining a space therein; and
a composite portion disposed within the space defined by the internal surface of
the steel portion and held in a fixed spatial relationship with respect to the internal
surface of the steel portion,
wherein the composite portion has an Internal surface defining a space therein.
2. (Original) The composite-steel hybrid mast, according to claim 1. wherein
the composite portion includes a fiber-reinforced, polymeric composite material and a
polymer of the composite material adhesively bonds the composite portion to the
internal surface of the steel portion.
3. (Original) The composite-steel hybrid mast, according to claim 1, further
comprising:
an adhesive disposed between the composite portion and the internal surface of
the steel portion, such that the adhesive adhesively bonds the composite portion to the
internal surface of the steel portion.
4. (Original) The composite-steel hybrid mast, according to claim 1, wherein
the internal surface of the steel portion defines at least one groove.
5. (Original) The composite-steel hybrid mast, according to claim 1, wherein
ends of the composite portion are filleted or tapered.

6. (Original) The composite-steel hybrid mast, according to claim 1, wherein
the steel portion and the composite portion are adapted to carry at least one of lift,
thrust, torsion, and bending loads while in use.
7. (Original) The composite-steel hybrid mast, according to claim 1, wherein
the composite portion is adapted to carry a design limit load.
8. (Original) The composite-steel hybrid mast, according to claim 1, wherein
the mast is adapted for incorporation into one of a helicopter and a tiltrotor aircraft.
9. (Currently Amended) A method for making a composite-steel hybrid
mast for a rotorcraft, comprising:
providing a tubular, steel portion comprising an internal surface defining a space
therein;
preparing a composite portion comprising a fiber-reinforced, polymeric,
composite material on an expandable mandrel;
placing the expandable mandrel, with the composite portion thereon, into the
space defined by the internal surface of the steel portion;
expanding the expandable mandrel so the composite portion comes into contact
with the internal surface of the steel portion:
curing the composite portion so that the composite portion Is bonded to the steel
portion:
unexpanding the expandable mandrel; and
removing the expandable mandrel from the composite portion.
10. (Original) The method, according to claim 9, wherein the expandable
mandrel comprises:

an elastomeric material defining a balloon structure.
11. (Original) The method, according to claim 9, wherein expanding the
expandable mandrel is accomplished by introducing a fluid into the mandrel under
pressure.
12. (Original) The method, according to claim 11, wherein the fluid is a gas.
13. (Original) The method, according to claim 12, wherein the gas is at least
one of air and nitrogen.
14. (Original) The method, according to claim 11, wherein unexpanding the
mandrel is accomplished by withdrawing the fluid from the mandrel.

15. (Original) The method, according to claim 9, further comprising:
machining at least one of a taper and a fillet at an end of the composite portion.
16. (Original) The method, according to claim 9, further comprising:
treating the internal surface of the tubular, steel portion with a chemical agent to
improve adhesive bonding;
applying an adhesive primer to the internal surface of the tubular, steel portion;
and
applying at least one ply of adhesive film to the internal surface of the tubular,
steel portion prior to placing the expandable mandrel and the composite portion into the
space defined by the internal surface of the steel portion.

17. (Original) The method, according to claim 9, wherein the expandable
mandrel comprises:
a segmented, metallic mandrel.
18. (Original) The method, according to claim 17. wherein expanding the
expandable mandrel is accomplished by mechanically actuating segments of the
segmented, metallic mandrel toward the internal surface of the tubular, steel portion.
The Applicants submit that the foregoing amendments add no new matter to the
application.

A composite-steel hybrid mast for a rotorcraft includes a tabular, steel portion
having an internal surface defining a space therein and a composite portion disposed within the space defined by the internal surface of the steel portion and held in a fixed spatial relationship with respect to the internal surface of the steel portion.

Documents:

http://ipindiaonline.gov.in/patentsearch/GrantedSearch/viewdoc.aspx?id=a0xRZ7fuYDV5wNSJpG/yug==&loc=wDBSZCsAt7zoiVrqcFJsRw==


Patent Number 279864
Indian Patent Application Number 874/KOLNP/2009
PG Journal Number 05/2017
Publication Date 03-Feb-2017
Grant Date 31-Jan-2017
Date of Filing 06-Mar-2009
Name of Patentee BELL HELICOPTER TEXTRON INC
Applicant Address P.O. BOX 482, FORT WORTH, TX
Inventors:
# Inventor's Name Inventor's Address
1 LIN, SHERMAN,S 8109 SHADY OAKS DRIVE, NORTH RICHLAND HILLS, TX 76180
PCT International Classification Number B64C 27/12
PCT International Application Number PCT/US2007/076011
PCT International Filing date 2007-08-15
PCT Conventions:
# PCT Application Number Date of Convention Priority Country
1 60/838,277 2006-08-17 U.S.A.