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  • Summary: Design of a torsion testing system for an existingmaterials testing machine

    About a week ago I posted a request for information on custom made torsion
    testing systems for existing materials testing machines. I received a
    number of quite interesting replies which are included below. I now believe
    I have a design which will address all the criteria which I had originally
    specified and I will briefly summarise the main features of it at the end of
    this message. Thank you to those who replied to this message and if anyone
    requires any further information or has any further suggestions I would be
    interested to see them!

    ********ORIGINAL POSTING***********
    Hi fellow Biomechanists!

    We have an uniaxial Instron model 8511 servohydraulic dynamic materials
    testing machine and I am currently designing a torsion testing system that
    we can use with the existing setup. The Instron has a crosshead mounted
    actuator (total stroke 100 mm) with a 20 kN load cell mounted on the base of
    the machine frame.

    We are looking to conduct sheep spinal torsion tests as well as other
    torsion tests in the future.

    There are certain criteria and constraints which I need to account for when
    considering this design and they are :

    1) Converting the linear actuator movement into torsion
    2) Converting the torsion passed through the specimen back into a linear
    force to be read by the load cell
    3) Allowing for a pre-load to be placed onto the specimen prior to testing
    4) Providing pure torsion only in the specimen during testing (ie no
    additional compression or tension after pre-load had been applied)
    5) Allowing the specimen to find its own centre of rotation during testing
    (ie do not impose a fixed axis of rotation on the specimen)
    6) Allowing for varying specimen heights

    The major constraint that we have is that the load cell must be used in its
    usual position on the base of the machine.

    I have a design in mind which I think will work well, but I would be most
    interested to hear of any suggestions you may have.

    Thank you for your consideration of this design and I will post a summary of
    responses received.

    ================================================== ============
    John Costi
    Biomechanical Engineer
    Division of Surgery - Orthopaedic Department
    Repatriation General Hospital
    Daws Road, Daw Park
    South Australia
    AUSTRALIA, 5041

    Phone : +61 8 8275 1126
    Fax : +61 8 8374 0712
    VoiceMail : +61 8 8468 2317
    Email : john.costi@flinders.edu.au
    OR scostjj@rgh.sa.gov.au

    Feel free to visit our Orthopaedic Home Page :
    http://wwwsom.fmc.flinders.edu.au/fusa/orthoweb/orthmain.htm
    ================================================== ============

    ************RESPONSE 1*****************

    John,

    I will be very interested to hear yours as well as other people's ideas about
    using uniaxial machine to conduct torsional test. I have thought about the same
    problem before. We fortunely updated our uniaxial machine to biaxial loading.
    I think the key problem is how do you make sure that the specimen is on pure
    torsional load without any bending effect. You definitely need mechanics to
    transfer linear motion of the cross head into rotation of specimen (at one
    end).
    This is relatively easier part. The tough part is when specimen is rotated, the
    mechanics should keep loading tengiential to rotation circle all the time. I
    did
    not quite figure it out.


    Qi Liu
    Developmental Engineer
    Biomechincs Laboratory
    Orthopeadic Surgery Division-San Francisco General Hospital
    University of California at San Francisco

    ************RESPONSE 2*****************

    John,
    We too have an 8511 and have stuggled with performing torsional testing using
    the linear actuator. The best answer is of course to buy the biaxial
    configuration from Instron. Instron is also working on an add-on actuator
    and load cell simply to releave axially generated loads while controlling and
    reading in torsion only. After several attempts to perform torsional testing
    of sheep and dog femurs and vertebrae, we finally sent the specimens off to
    another lab with a biaxial system. If you come up with a method and fixator
    to perform torsional tests, I would very much like to see it!

    Karl H. Kraus
    Associate Professor of Orthopedic Surgery
    Tufts University School of Veterinary Medicine
    200 Westboro Rd
    North Grafton, MA 01536

    ************RESPONSE 3*****************

    John,
    while it is possible to modify a uniaxial machine to do torsion, I would
    suggest a couple of things, first, consider purchasing a torsion cell or
    a biaxial load cell, second I wouldnt try and convert your axial motion
    to torsion, instead I would add a rorary component (either a stepper
    motor or a hydraulic unit). Depending on you controler and software, you
    may be able to set up a closed feedback loop. You will also want a
    transduce to measure rotation (A RVDT which also requires an AC signal
    conditioner) and wil need to integrate all of the above in your data
    acquisition system.

    As for pre load and constant force testing, this is easily done by running
    the test in load control, at the pre load value. To allow for a free
    center of rotation is a more complicated problem. You could add an x-y
    bearing plae to one side, but this would be unstable in compression. I
    assume that your crosshead currently adjusts so item 6 shouldnt be a
    problem.

    Good luck,


    Ed

    ************************************************** *************************
    * Ed Wachtel Fax: (510) 642-6163 *
    * Orthopaedic Biomechanics Laboratory Phone: (510) 642-3787 *
    * 2166 Etcheverry Hall e-mail:efw@euler.me.berkeley.edu *
    * Dept. of Mechanical Engineering *
    * University of California *
    * Berkeley *
    ************************************************** *************************

    ************RESPONSE 4*****************

    John,
    Using a rack and pinion system will allow you to meet the requirements of
    constraints 1 through 4. To meet 5 & 6 you could allow translation and
    angulation of the "fixed" end (ie the end not being actuated). This could
    be a relatively simple design problem depending upon the load levels to be
    applied. If you'd like to run your ideas past me, please feel free.

    Joel


    *****************LIFE_IS_NOT_A_REHEARSAL********** *******

    Joel M. Bach, Ph.D.

    UC San Francisco Ergonomics Program
    Phone510)231-9448 Fax510)231-9500
    www.mother.com/~doc

    *****************Another_Friend_of_Ishmael******** *********

    ************RESPONSE 5*****************

    Dear John,

    some time ago I designed a sorto of torsional jig that converted the linear
    force into a torque. It was pretty simple but i found that for small
    rotations it was quite effective and accurate. It consisted of a shaft
    (supported on ball bearings) having a sort of arm to which the force was
    applied (at known distance from the rotation axis). This system can be
    mounted on top of you load cell (I had the same configuration), and you
    only need to "zero" your load offset before starting the test. You might
    find more details in an abstract that I published in the EORS conference
    proceedings, 1995.
    Also: Make sure you use a double universal joint (or equivalent) to avoid
    any other force compoennt to be transmitted to your specimen).

    Hope this helps. Kindest regards.

    Luca Cristofolini

    - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
    Luca Cristofolini
    Laboratorio di Tecnologia dei Materiali tel. 39-(0)51-6366864
    Istituti Ortopedici Rizzoli fax. 39-(0)51-6366863
    Via di Barbiano 1/10 E-mail:luca@tecno.ior.it
    40136 Bologna, Italy
    - - - - - - - - - - - - - - - - - - - - - - - - -
    Experience is the name we give to our errors.
    - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - -


    ************RESPONSE 6*****************

    John -

    A worthy challenge, I think. I haven't worked with the spine but have
    puzzled over similar issues for the human knee and ankle. It would be
    interesting to see a sketch of the design you end up with.

    Questions:
    1) Is the centerline of the spine specimen oriented parallel or
    perpendicular to the axis of the actuator? (Does it matter?)
    2) Must all forces be generated by the Instron actuator?

    Observations:
    1) If compressed air is available, pneumatic cylinders can be a relatively
    convenient and inexpensive way to generate forces. You might use them in
    addition to the Instron actuator. They could generate the preload force,
    for example, allowing it to be uncoupled from what the actuator does to
    generate the torsion. The preload device would either have to move with the
    torsion or pass through a thrust bearing to avoid interfering with the
    torsional motion. Pneumatic cylinders are nice in that they can provide a
    constant force over their travel. If you need some kind of cyclic
    load/displacement or shaped load/displacement profile it would quickly get
    much more expensive and complicated and other methods would likely become
    preferable.

    2) Using a separate device to generate the preload force might also be a
    simplification with respect to compensation for varying specimen heights.

    3) For some of our knee testing we apply torsional moments with minimal
    restriction to center of rotation by using a torque ring on the specimen.
    The ring is connected by ropes to pneumatic cylinders. The specimen can
    move over a considerable range without affecting the applied moment. Torque
    ring weight must be considered.

    4) I question the decision to use the Instron load cell as your force
    measurement device. By the time the force passes through a linear-to-rotary
    device (or devices) it will be a challenge to accurately determine (and have
    confidence in) the relationship between what you measure and what the
    specimen actually experienced. A suitable torque cell installed at the
    specimen would be invaluable.

    Regards,

    Dale
    ----------
    Dale R. Knochenmuss Dale.Knochenmuss@UC.Edu
    Noyes-Giannestras Biomechanics Laboratories
    University of Cincinnati
    P.O. Box 210048
    Cincinnati, Ohio, USA 45221-0048
    Tel: (513) 556-4175, Fax: (513) 556-4162

    ************MY REPLY TO THE ABOVE RESPONSE**********

    Hi Dale

    Thank you for you reply to my challenge!! *grins*

    To answer your questions:

    >1) Is the centerline of the spine specimen oriented parallel or
    >perpendicular to the axis of the actuator? (Does it matter?)

    With the design I am considering, the centreline of the specimen will be
    parallel to the axis of the actuator and yes you are right its orientation
    may not matter except with respect to the design you have in mind.

    >2) Must all forces be generated by the Instron actuator?

    We would like to have all forces generated by the Instron and incorporate
    Instron's technology for loop and feedback control etc. So I am aiming to
    use the actuator to generate the forces and the load cell to indirectly
    measure torsion.

    >Observations:
    >1) If compressed air is available, pneumatic cylinders can be a relatively
    >convenient and inexpensive way to generate forces. You might use them in
    >addition to the Instron actuator. They could generate the preload force,
    >for example, allowing it to be uncoupled from what the actuator does to
    >generate the torsion. The preload device would either have to move with the
    >torsion or pass through a thrust bearing to avoid interfering with the
    >torsional motion. Pneumatic cylinders are nice in that they can provide a
    >constant force over their travel. If you need some kind of cyclic
    >load/displacement or shaped load/displacement profile it would quickly get
    >much more expensive and complicated and other methods would likely become
    >preferable.

    Unfortunately we don't have access to compressed air but I agree with your
    idea Dale.

    >2) Using a separate device to generate the preload force might also be a
    >simplification with respect to compensation for varying specimen heights.

    Yes I haven't looked at seperate devices as of yet as I am attempting to
    incorporate this in my design. I feel I am not too far away from a solution
    and the comments you have given me are what I have been looking for and are
    definately thought provoking.

    >3) For some of our knee testing we apply torsional moments with minimal
    >restriction to center of rotation by using a torque ring on the specimen.
    >The ring is connected by ropes to pneumatic cylinders. The specimen can
    >move over a considerable range without affecting the applied moment. Torque
    >ring weight must be considered.

    As above

    >4) I question the decision to use the Instron load cell as your force
    >measurement device. By the time the force passes through a linear-to-rotary
    >device (or devices) it will be a challenge to accurately determine (and have
    >confidence in) the relationship between what you measure and what the
    >specimen actually experienced. A suitable torque cell installed at the
    >specimen would be invaluable.

    This is a concern of mine as well Dale - the general idea I am looking at
    will use ball screws to impart the linear to rotational movement and vice
    versa for the load cell and yes a torque cell would certainly make this
    measurement a lot more accurate as well. Although I don't anticipate much
    loss of tranmission with these low friction ball screws with essentially the
    reaction torque of the specimen being passed directly to the lower nut on
    the screw and onto the load cell.

    Once again thanks for your help and suggestions Dale, and I hope that one
    day I may be able to be of assistance to you!!!!

    Regards

    John

    *******DALES REPLY TO THE ABOVE*******

    John -

    With respect to the earlier question:

    >>2) Must all forces be generated by the Instron actuator?
    >
    >We would like to have all forces generated by the Instron and incorporate
    >Instron's technology for loop and feedback control etc. So I am aiming to
    >use the actuator to generate the forces and the load cell to indirectly
    >measure torsion.

    You didn't indicate what control mode you would be using with the Instron
    (load, displacement, or strain control) but I suggest you tread carefully
    when you first start testing if using something other than displacement
    control. The control loop dynamics can change quite a lot as the complexity
    of mechanical fixturing increases (backlash, mechanical resonances, and all
    that). We didn't anticipate this and got surprised.

    >>4) I question the decision to use the Instron load cell as your force
    >>measurement device. By the time the force passes through a linear-to-rotary
    >>device (or devices) it will be a challenge to accurately determine (and have
    >>confidence in) the relationship between what you measure and what the
    >>specimen actually experienced. A suitable torque cell installed at the
    >>specimen would be invaluable.
    >
    >This is a concern of mine as well Dale - the general idea I am looking at
    >will use ball screws to impart the linear to rotational movement and vice
    >versa for the load cell and yes a torque cell would certainly make this
    >measurement a lot more accurate as well. Although I don't anticipate much
    >loss of tranmission with these low friction ball screws with essentially the
    >reaction torque of the specimen being passed directly to the lower nut on
    >the screw and onto the load cell.

    Will you have any way to insert a test piece into the system to try to
    measure the frictional and other mechanical effects before testing? Might
    provide some peace of mind regarding the accuracy of your data.

    Good luck.

    Dale
    ----------
    Dale R. Knochenmuss Dale.Knochenmuss@UC.Edu
    Noyes-Giannestras Biomechanics Laboratories
    University of Cincinnati
    P.O. Box 210048
    Cincinnati, Ohio, USA 45221-0048
    Tel: (513) 556-4175, Fax: (513) 556-4162

    *******END OF RESPONSES POSTED********

    *****MY SOLUTION TO THE PROBLEM*******

    Before I start please forgive this crude diagram you see below. It may
    probably look a mess for those not using Eudora!!

    The diagram below is a simple representation of the design I have come up
    with. Essentially it consists of a ball screw (1) to convert linear
    actuator motion to torsion. Along with the torsion there will also be
    compressive or tensile forces due to the nut moving along the screw. These
    forces are undesired as I require pure torsion through the specimen. An X-Y
    linear bearing table (2) will be used to allow the specimen to find its own
    centre of rotation during testing. To remove the undesired compressive or
    tensile forces a "free floating" thrust plate (3) will be used. The aim of
    this plate is to allow unrestricted X-Y planar motion whilst still
    transferring torsion through to the specimen. Ball transfer units are to be
    used to allow unrestricted X-Y motion and will remove the compressive or
    tensile forces passed through from the nut. Note that there is a frame
    supporting the ball transfer units which has not been drawn for simplicity.
    This frame is bolted to the base of the machine. These ball transfer units
    are needed on both sides of the thrust plate to account for both tensile and
    compressive actuator movement. Pure torsion is then applied through the
    specimen via the thrust plate. A torque or torsion cell (4) will be used in
    place of the load (force) cell to directly measure torsion from the specimen.

    Actuator
    | |
    | | 1. ball screw
    __|_|__
    |_______| nut
    || |_| ||
    || || spacer
    __||_____||__
    |_____________| 2. X-Y table
    _o__|_____________|__o_
    |_______________________| 3. thrust plate mounted on ball transfer units
    (bearings).
    o |_________| o Ball transfer units mounted on above and below
    thrust plate
    | | to support tension or compression forces.
    |xxxxx|
    |xxxxx| specimen mounted in cups
    |xxxxx|
    _|_____|_
    |_________| mounting cup
    4. to torque cell

    I hope that this design is easy to follow and understand and I look forward
    to any further comments or requests for more information on this design.


    Thank you

    John Costi

    ================================================== ============
    John Costi
    Biomechanical Engineer
    Division of Surgery - Orthopaedic Department
    Repatriation General Hospital
    Daws Road, Daw Park
    South Australia
    AUSTRALIA, 5041

    Phone : +61 8 8275 1126
    Fax : +61 8 8374 0712
    VoiceMail : +61 8 8468 2317
    Email : bejc@flinders.edu.au
    OR scostjj@rgh.sa.gov.au

    Feel free to visit our Orthopaedic Home Page :
    http://wwwsom.fmc.flinders.edu.au/fusa/orthoweb/orthmain.htm
    ================================================== ============
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