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Engineering Failure Analysis 14 (2007) 895 902 Failure investigation of a tie rod end of an automobile steering system A.H. Falah *, M.A. Alfares, A.H. Elkholy Mechanical Engineering Department, Kuwait University, P.O. Box 5969, Safat 13060, Kuwait Received 30 May 2006; accepted 19 November 2006 Abstract A failure analysis of a tie rod end of a sports utility vehicle (SUV) steering mechanism has been carried out in this study. The tie rod end is composed of two parts fitted together: a threaded part and an embracing part. Failure took place in the threaded part which is made of AISI 8620 steel. The vehicle had been in service for approximately two years and accumulated less than 30,000 km. An evaluation of the failed part was undertaken to determine the cause of failure and assess its integrity. Visual examination, photo documentation, chemical analysis, hardness measurement, and metallographic examination were all conducted. The failure surface was examined with the help of a scanning electron microscope (SEM) equipped with EDAX facility that determines chemical composition at desired locations within the part. Results indicated that the tie rod end had failed by fatigue with a crack initiation at the throat (minimum) area of the threaded part due to material deficiency and improper heat treatment. Keywords: Fatigue; Crack initiation/propagation; Material property 1. Introduction Tie rods connect the center link to the steering knuckle on automobiles with conventional suspension systems and recirculating ball steering gears, Fig. 1. On automobiles with MacPherson strut suspension and rack- and -pinion steering gears, tie rods connect the end of the rack to the steering knuckle, Fig. 2. A tie rod consists of an inner and an outer end as shown in both previous figures. Tie rods transmit force from the steering center link or the rack gear to the steering knuckle, causing the wheels to turn. The outer tie rod end connects with an adjusting sleeve, which allows the length of the tie rod to be adjust -able. This adjustment is used to set a vehicles toes, a critical alignment angle, sometimes referred to as the caster and camber angles. Fig. 1. Conventional suspension. Fig. 2. McPherson suspension with rack and pinion. A vehicles steering and suspension systems should be checked regularly, at least once a year along with a complete wheel alignment. A worn tie rod end, due to rubbing and wearing, can cause wandering, erratic steering and excessive tire wear. If tie rod replacement is necessary, a wheel alignment is also required because tie rod replacement disturbs the toe setting. Tie rods may fail in many different ways, and except for a slight increase in noise level and vibration, there is often no indication of difficulty until total failure occurs. In general, each type of failure leaves characteristic clues, and detailed examination often yields enough information to establish the cause of failure. The general types of tie rod failure modes include fatigue, impact fracture, wear and stress rupture 1. Several causes of tie rod end failure have been identified. These include poor design, incorrect assembly, overloads, inadvertent stress raisers or subsurface defects in critical areas, use of incorrect materials and/or manufacture process, and improper heat treatment 2. Tie rods in automobile suspension are generally robust and reliable components .However, problems do occur particularly due to manufacture error or driver misuse 3. The case under investigation involves failure of the outer part of an automobile tie rod. It was brought for analysis by the investigation bureau of the Ministry of Interior over a legal dispute between the driver of an SUV and a local car dealer who sold him the vehicle. The vehicle was driven for nearly two years and had registered less than 30,000 km. The driver claimed that while he was driving the vehicle, a sudden bang was heard and he lost control of the vehicle and hit the median rail guard of the highway. The vehicle was damaged and the driver, though still conscious, was slightly injured. He believed that there was something went suddenly wrong with a mechanical component of the vehicle and that caused the accident. The local car dealer, on the other hand, disagreed with the drivers scenario on grounds that the manufacturer produced thousands of such vehicles every year and they were, and still are, running fine all over the world without any reported serious failure. The dealer attributed the accident to careless driving behavior that resulted in a loss of control over the vehicle, which in turn hit the guard rail and led to vehicle damage. To settle the dispute, it was decided to undertake a thorough failure analysis investigation of all components of the steering mechanism to determine the cause of failure. All steering components were found intact though badly bent, except for the outer tie rod end which was fractured at the throated area of its threaded part. The embracing part of the outer tie rod end, however, was intact, except for two scars at its rim that could have happened when the threaded part broke into two pieces. The general appearance of the parts of the failed tie rod end is shown in Fig. 3a, where the two fragmented pieces of the threaded part were brought together to show how the tie rod end appeared before failure. Fig. 3b shows the two fractured parts separated. Fig. 4 gives the visual appearance of the embracing part and one fragment of the threaded part, both facing up. It is clear that fracture took place at the throat area of the threaded part where stress is expected to be high due to reduced cross sectional area and stress concentration. Further examination of the threaded part was conducted to determine the exact cause of failure. Fig. 3. Parts of fractured tie rod end (a) assembled and (b) separated. Fig. 4. Threaded part fracture surface and rim scars on embracing part. 2. Experimental procedure The failed threaded part of the tie rod end was inspected visually and macroscopically taking care to avoid damage of fractured surface. The failed threaded part of the tie rod end was ultrasonically cleaned prior to microscopic examination, photo documentation, chemical analysis and hardness measurement at the fracture surface and away from it. Scanning electron microscope (SEM) equipped with EDAX facility and an optical microscope were both used in the investigation. 3. Results and discussion Chemical analysis using atomic absorption spectrophotometry was carried out at several locations of the failed threaded part of the tie rod end and the average values of the test results are given in Table 1 along with the specified chemical composition. Spectrum analysis revealed that the threaded part material was AISI 8620 steel which is usually used for main automobile steering components. The low percentage of manganese and of chromium in the tested sample suggests that the final hardness of the part would be substantially reduced. On the other hand, the high percentage of nickel in the tested sample would result in lower toughness thereby compromising the mechanical property that is required to withstand impact loads resulting from bumpy roads. The surface hardness of the fractured tie rod end was measured to be 45.6 HRC. This suggests that the tie rod was not hardened properly, since hardness of tie rods, in general, is expected in the range of fifties for such applications. Table 1 Chemical composition of failed threaded part of tie rod end and AISI 8620 steel Fig. 5. SEM micrograph showing crack propagation region. It is evident from Fig. 4 that there exist two distinct areas on the fracture surface; one is smooth while the other is relatively rough. This is a typical fatigue fracture where crack originates at the edge of the smooth area and propagates towards the rough area, which represents final failure. On the other hand, the smooth area of the fracture surface is dominant as seen in Fig. 4. This indicates that the tie rod end took some time to break from the instant of crack initiation till complete fracture; i.e. a high cycle fatigue failure case. This proves that the cause of the SUV accident was a lack of strength and low resistance to impact loads in the material of the threaded part of the tie rod end that initiated a crack and then took some time to reach complete separation. A specimen from the fractured surface was metallographically prepared and observed in a scanning electron microscope (SEM). Significant fatigue cracks were observed at the smooth area of the fracture surface. The origin of cracks was at the edge of the smooth area of the threaded part throat, suggesting that the stresses were highest at this region. Fig. 5 shows crack propagation on the fracture surface. Beach marks can be observed clearly which is a typical feature of fatigue failure 4. The origin of the crack was surrounded by beach marks. Also, the fracture surface at the fatigue region had a smooth appearance with a rippled beach mark pattern which indicates that fatigue had initiated at one point of the circumference and then grown across the fracture area. A small area has a rough, jagged look where the last portion of the throat broke away. No corrosion media were found on fracture surfaces. Fig. 6. SEM micrograph showing typical brittle fracture observed in final stage of crack propagation zone. Brittle fracture was observed in the final stage at crack propaga tion as seen in Fig. 6. Fig. 7 shows the micrography of the rough area of the fracture surface where variation of grain size combined with shallow dimples is evident. The light lines surrounding the grains in the figure indicate intergranular cracking that is usually observed with brittle fracture. A close-up of such grains revealed both intergranular and transgranular cracking at some locations as shown in Fig. 8. Fig. 7. SEM micrograph of the last portion of fracture surface to break away. Fig. 8. Close-up showing both intergranular and transgranular cracking. Quantitative chemical analysis was carried out by EDAX attached to SEM on the fracture surface to verify the presence of any other associated components. No presence of any detrimental foreign elements was observed. Metallographic view of a sample cut from the threaded part after polishing and etching with 2% Nital solution is shown in Fig. 9. As shown, the microstructure consists of pearlite (finger print appearance) and ferrite (which appears dark). This is typical of unhardened low carbon steel. No abnormality was observed in the microstructure. From the above observation, it can be ascertained that failure was caused by high stress concentration at the throat area mainly due to inadequate chemical composition which contributed to reduction in material strength and lack of toughness. Under the cyclic loading produced from driving the SUV on regular and bumpy roads, fatigue cracks had initiated at these stress concentration points, namely the throat, leading to fracture of the part at the instant when the local stress exceeded the material strength. It should be mentioned, as well, that every so often, the increased noise and vibration due to crack propagation go unnoticed till failure unexpectedly occurs. In order to further improve the durability of the tie rod end to stand the applied loads, it is suggested to increase the cross-sectional area of the threaded part throat and to enlarge the fillet radius. Fig. 9. Micrograph of thread part showing Pearlite (Finger prints Matrix) and a Ferrite (sample was etched with 2% Nital). 4. Conclusion This study was conducted on a failed tie rod end of a SUV. Spectrum analysis and hardness measurement revealed that the failed part was AISI 8620 steel. The composition and hardness did not conform to the specified standard. Fractographic features indicated that fatigue was the main cause of failure of the tie rod end. On the fracture surface of the threaded part of the rod, the crack initiation region and beach marks could be clearly identified. It was observed that the fatigue crack originated from destructive areas in the vicinity of the throat and propagated from there. Failure analysis results indicate that the primary cause of failure of the tie rod was likely material deficiency. Formation of the crack initiation and propagation together with a final rupture within the fractured area supported this hypothesis and are, thus, in agreement with the claim of the SUV driver that the accident took place as a result of incompatible mechanical part, in this instance, the tie-rod end. References 1 Sheldon GL. Unusual Failure of an automobile steering component, In: Failure prevention and reliability conference, Dearborn, Mich., USA, 1983; p. 2731. 2 Kim HR, Seo MG, Bae WB. A study of the manufacturing of tie-rod ends with casting/forging process. J Mater Processing Technol 2002;125126:4716. 3 Sidders PA. Linked mulhead machines for operations on tie-rod ends. Mach Prod Eng 1970;30(December). p. 105462. 4 Fatigue and fracture. ASM handbook, Metals Park (OH): American Society for Metals, 1996, vol. 19. Engineering Failure Analysis 14 (2007) 895 902 某汽车操纵系统的转向横拉杆故障研究 A.H. Falah *, M.A. Alfares, A.H. Elkholy Mechanical Engineering Department, Kuwait University, P.O. Box 5969, Safat 13060, Kuwait 收稿日期 : 2006.5.30 刊登日期: 2006.11.19 摘要 : 本论文对 运动功能型车 (SUV)转向横拉杆末端操控机制进行了故障分析,其中转向横拉杆末端由两部分组成:即螺纹连接组件和抱合杆组件。我们研究的这个 SUV是行使了大约两年,总里程 3万公里,其螺纹组件的成分是美国钢铁学会规定的 8620号钢,故障就是在这个地方发生的。本论文采取了多种方法对故障部分进行评测,从而确定其发生原因并评定其故障后的完整性,其中有可视化检测、图像文件系统、化学分析、硬度测试和金相检验。通过带 EDAX(能量弥散 X 线分析仪 )装置的电子扫描显微镜 (SEM)可以检测故障表面的任意部位的化学成分。结论指出如果螺 纹组件的材料性能不好且处于不合适的热环境下,其结合处的一个初始裂缝会因疲劳效应导致转向横拉杆末端的故障。 关键词:疲劳效应 初始裂缝 /裂缝蔓延 材料特性 1. 引言 配备 普通悬架系统和循环滚珠式转向装置的汽车,其转向横拉杆将中连杆 和转向关节连接起来,如图 1。配备 MacPherson型支柱悬架系统和带齿条齿轮转向装置的汽车,其转向横拉杆将齿条和转向关节连接起来,如图 2。而转向横拉杆如图 1、2所示分为内端和外端。 转向横拉杆将来自转向中连杆或齿条的力传向转向关节,从而使车轮转动。 转向横拉杆的外端连接一个调节套 以伸缩拉杆的长度,这样就可以调整汽车的车轮前端的角度,有时用来调整其转向节销的后倾角或外倾角。 汽车的转向和悬挂系统应该定期地检查,一年至少进行一次全面的前轮校正。一个使用超期转向横拉杆,由于摩擦和磨损作用,会导致行车方向控制的不稳定和轮胎额外的磨损。如果需要更换转向横拉杆,那么相应地也要进行前轮校正,因为前者的更换会影响后者的定位。 图 1 普通悬架系统 图 2 带齿条齿轮的 MacPherson悬架系统 转向横拉杆可能会有 很多故障,但它除了在噪声等级和振动的少许增加上有所体现外,在其他方面常常没有故障的明显现象,除非横拉杆的所有的故障都发生了。通常情况下,每种故障都会有自己的特征迹象,如果经过详细的检查一般都会得到足够的信息来判断故障原因。转向横拉杆的故障类型常见的有:疲劳老化、冲击破坏、磨损和断裂 1。其故障原因有一些已经得到了确认,包括设计缺陷、不合理的装配、超载、不固定的应力源、严酷环境下的隐患、材料使用错误、缺乏严格的制造过程和非正常受热 2。一般说来,汽车悬架的转向横拉杆要能提供足够的扭矩和保持良好的可靠性。但 是,故障还是时常发生,尤其是因为制造上的问题和不正确的驾驶方式 3。 本论文所研究的情况针对某辆汽车转向横拉杆的外侧连接部分的故障。这个故障引发了一名 SUV司机和卖给他汽车的供应商的一场官司,内政部的调查局也对转向横拉杆的故障进行了调查分析。汽车已经行驶了将近两年,行程还不到 3万公里。这名司机原告陈述说当他正在驾驶汽车的时候,突然听到一声巨响,然后汽车就失去了控制并撞到了公路中间的隔离护栏。汽车被撞坏,司机受到一些轻伤。他认为导致事故的原因是这辆汽车的机械部件突然出现了问题,。可是,汽车销售商认为完全不是 这样的,他的理由是汽车制造商每年都生产大量的此型号的汽车,可是从来没有接到如此严重故障的报告。汽车销售商认为是司机的不正确驾驶导致了汽车的失控,这样才造成了汽车撞上护栏并损坏。为了解决这个官司,就必须要对汽车操纵装置进行全面彻底的调查分析,确定故障原因。所有现场散落的操纵部件都被收集起来,它们虽然扭曲的比较严重,但是都很完整。只有转向横拉杆末端螺纹连接头部分断裂,但是横拉杆连接端的抱合杆部分除了有一些划痕之外仍然完好。转向横拉杆的故障部分的照片如图 3a所示,这里将螺纹连接头断裂的两部分拼接起来,复现转向横拉 杆故障之前的形状。图 3b是断裂的两部分各自的状态。 图 3 转向横拉杆断裂部件 a) 拼接后的组合 b)各自独立 图 4显示了抱合杆部分以及螺纹杆的断裂面朝上放置的照片。从这里可以很清楚的看到断裂是在螺纹杆的连接头部分发生的。因为这里横截面积太小并且是应力集中的地方,显然裂纹要在这里发生。需要对螺纹杆进一步地检查来确定故障原因。 图 4 螺纹杆的断裂面和抱合杆边缘的划痕 2.实验流程 通过肉眼检查转向横拉杆发生故障的螺纹杆 部分,并要避免对断面的破坏。然后对其进行超声波清洗,再采取金相试验,图像分析处理、化学分析,最后在断面的近端和远端进行硬度测量。在调查中使用了装备 EDAX的电子扫描显微镜和光学显微镜。 3.分析结果和讨论 取故障螺纹杆的几个部位,使用原子吸收分光光度测定法进行化学分析,在表 1处给出了测试结果的平均值,同时给出了明确的化学成分。经过光谱分析显示出螺纹杆的材料是 AISI 8620号钢,这种钢普遍应用于汽车操纵组件的主体部分。测试样本显示锰和铬的含量较低,这样这部分组件的硬度就大大地减小了。同时,高含量的 镍将会使组件的硬度大大提高,从而使其机械性能中和,这样就能承受住崎岖道路颠簸的冲击力。测量显示转向横拉杆断裂表面的硬度是 45.6 HRC。这说明转向横拉杆的硬度还不够,因为一般在这种应用环境下,其硬度应该是 50 HRC。 由图 4可以证明,断裂表面存在两种截然不同的区域:一种是光滑的,而另一种相对粗糙。这是典型的疲劳断裂,即从光滑区域边缘首先产生裂纹,然后向粗糙部位蔓延,这导致了最终的故障。另一方面,由图 4可以看出,断裂面大部分都是光滑区域。这说明转向横拉杆疲劳裂纹的延伸持续了很长时间,直到最后的故障发生。这 是一个高周疲劳的典型案例。因此, SUV发生故障是转向横拉杆的螺纹杆的材料缺乏刚性,抵抗冲击的能力较弱造成的,从而螺纹杆产生了一个初始的裂纹,经过一段时间之后就导致了断裂。
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