Developments in Elastic Memory Composite Materials for Spacecraft Deployable Structures 1 Michael Tupper, Ken Gall Naseem Munshi, Department of Mechanical Engineering Fred Beavers University of Colorado Composite Technology Development, Inc. Campus Box 427 1505 Coal Creek Drive Boulder, Colorado 80309 Lafayette, Colorado 80026 303-735-2711 303-664-0394 [email protected] [email protected] Martin Mikulas, Jr. Department of Aerospace Engineering University of Colorado Campus Box 429 Boulder, Colorado 80309 303-492-6899 [email protected] Troy Meink Air Force Research Labs Kirtland AFB, NM 87117 505-846-9331 [email protected] Abstract— Near-term and future spacecraft and satellites will require large ultra-lightweight structures and components that must be efficiently packaged for launch and reliably deployed on orbit. A new material technology called Elastic Memory Composite (EMC) materials, shows promise in meeting these needs. The EMC polymer matrix materials enable a fully cured composite structure or component to be deformed or folded for efficient packaging into a spacecraft or launch vehicle, then regain its original shape with no degradation or loss in mechanical or physical properties. A component using EMC materials is fabricated in its deployed, on orbit shape using conventional composite manufacturing processes. Then by heating the material and applying force this fully cured composite material can be folded or deformed for packaging. When cooled, it will retain the packaged shape indefinitely. When reheated the structure will regain its original shape with little or no external force. This packaging/deployment cycle is reversible. This paper reviews new developments in EMC materials technology including material properties, analytical and designs tools, testing and evaluation protocols, and new applications. TABLE OF CONTENTS 1. 2. 3. 4. 5. 6. 7. INTRODUCTION BASIC DESCRIPTION OF EMC MATERIAL HIERARCHICAL MULTI-DISCIPLINARY APPROACH MICRO-STRUCTURAL MODELING EMC MINI-BEAM CONCLUSIONS ACKNOWLEDGEMENTS 1. INTRODUCTION Designs for near-term and future spacecraft have been conceived with very large apertures and structures for Earth and Space Science observatories, antennas, solar 1 0-7803-6599-2/01/$10.00 © 2001 IEEE sails, and sunshades. These spacecraft will require the use of very large (50 to 100 meter) ultra-lightweight apertures and structures. A continuing challenge is the packaging and deployment of these large space structures to enable them to be stowed into existing launch vehicles. Current deployment techniques include mechanical hinge mechanisms, strain energy booms, and inflatable tubes. Strain energy booms offer excellent specific stiffness and significant flight heritage. Inflatable structures offer good packaging efficiency and deployment control. To increase the performance and versatility of the inflatable structures, fiber reinforced composites with polymer resins have become the system of choice. Most of these systems require on orbit processing and face significant challenges before they are incorporated into operational systems. A new material technology, Elastic Memory Composite (EMC) has been developed which may potentially eliminate nearly all the shortfalls of current spacecraft deployable structures. EMC materials are traditional fiber reinforced composites with a polymer resin that exhibits shape memory properties. These materials are processed in the same fashion as other thermoset fiber reinforced composite materials, but differ from traditional resins in that after cure they can be elevated above their glass transition temperature (Tg) and deformed. If held in the deformed state and cooled they will remain deformed without constraint. When deployment is desired the shape memory response can be activated by elevating the material above the Tg. Once above it’s Tg the material will self deploy to its original processed geometry. Structures manufactured with these resins have the potential to match, or exceed, the performance of strain energy deployment structures in specific stiffness and the inflatable structures in packaging and deployment control [1]. However, these systems are still in the early stages of development and require further development before they are ready for space flight. The Department of Defense and NASA have an interest in structural elements that can be compacted on earth, stored in a compacted fashion, and then deployed and rigidized in space. Although space curable composites, strain energy booms, and inflatable tubes are some explored possibilities, shape memory polymer composites are an emerging replacement for such structures. [1] 2. BASIC DESCRIPTION OF EMC MATERIAL Important in the qualification of ‘theory’ is that ‘predicted’ facts must arise under circumstances separate from those which produced the original data and parameters. Therefore, a model first requires data to determine the physical parameters derived from a sufficiently broadly construed experiment or measurements, but does not become a theory until its predictive capability is tested on data which are not part of the measurements that determined the original parameters of the proposed theory. [4] Materials with an ability to recover mechanically induced strains upon heating are classified as shape memory materials. Aside from large recoverable strains, shape memory polymers have advantages over other materials (metals and ceramics) exhibiting shape memory characteristics, including low density and low processing and material costs. [2] Successful implementation of the EMC material technology requires the development of sufficient physical experimental data describing the EMC behavior; establishment of suitable techniques for obtaining data describing this behavior; creation of analytical models and theories that can be employed to predict this behavior; and preparation of guidelines for the design of components exhibiting this behavior. Figure 1 shows the packaging and deployment cycle of an elastic memory composite tubular structure developed for space applications. As shown in Figure 1, EMC tubes show significant promise as deployable structural elements since they can be highly compacted and fully recover their original shape. Development activities for EMC materials require concurrent investigation into different material aspects using a variety of techniques and disciplines. Results from one investigation may impact on another investigation. Furthermore, for EMC material, it is important to consider both the elevated temperature low modulus state, and the lower temperature rigid state. As-fabricated fully cured EMC tube Apply heat and Cool to hold Apply heat only to Tube re-deployed force to compress deformed shape deploy tube to to original shape and fold indefinitely original shape as cured Figure 1 - Demonstration of Fully Cured Elastic Memory Composite Material The technique can be reversible, provides for positive The Hierarchical Multidisciplinary Approach (HMA) to EMC fiber alignment and gives desirable packaging material science development was created to identify the characteristics while offering satisfactory various activities, protocols, and developments and to track physical/mechanical properties. Although this approach the results. The basic structure of the HMA, illustrated in may be considered high-risk/high payoff, these features Figure 2, uses physical size as the basis for categorization. provide high reliability and ease of handleability The overall goal of the effort is to gain a fundamental unattainable by other approaches. Since a well-controlled understanding of the EMC material behavior. With the heating rate is not as critical for the elastic memory incorporation of the HMA material science-based approach as for one involving chemical cure, a simple methodology, tests and evaluation methods will be solar concentrator may offer adequate energy for investigated at these different material size scales to gather deployment. [3] behavioral data for the development of analytical models and theories. The HMA is a living process, and is continually being modified to include new information, new test methods, 3. HIERARCHICAL MULTI-DISCIPLINARY material performance results, requirements, and models. APPROACH The evolution of understanding in any field of science is predicated on the proper interaction between experiment and analysis/theory. While the sequence of experimental/theoretical activity is not necessarily always clear a priori, the essence of the ‘scientific method’ consists in observing physical facts and formulating an analytical framework for them to produce a scheme of theory by which other physical results can be predicted. 4. MICRO-STRUCTURAL MODELING Based on initial studies and experiments, one key material aspect was identified as critical confirm that the potential benefits of EMC could be realized and that further study was justified. This aspect was whether the EMC material could be efficiently packaged without inducing damage, or in other words, “Where do the fibers go?” Chemical Structure of the Chains Polymer Chains Weave Uni Structural Component Polymer Chemistry Carbon Nanotubes NanoLevel Fiber Architecture Volume Fraction µm’s nm’s mm’s Packing Factor & Stiffness cm’s Structural Level m’s Laminate Design Bend Radii Fiber/Matrix Interfaces Open Grid Matrix Fiber Laminate Interface Figure 2 - Hierarchical Multidisciplinary Approach to EMC Material Science The answer was to be found in the micro-mechanical behavior of the EMC material during packaging. Microscopic and analytical efforts were undertaken to elucidate the behavior. The goals were to gain an understanding of what is physically happening at the microstructural level, determine material characteristics which enhance the ability of the EMC material to be packaged efficiently, develop micro-structural models of the observed behavior, and fabricate EMC material specimens that can be efficiently packaged without damage. The process and results of these studies are described as follows. A simple beam theory model was used to guide the experimental studies and expectations. For the case of a rigid matrix we considered the ‘Beam Stress’ equation (1) and the ‘Moment in a Beam’ equation (2). Substituting equation (1) into (2) and simplifying, we arrived at an expression comparing the ratio of the radius of curvature, R, and the beam thickness, t, to the strain in the beam (ε), equation (3). The minimum R/t value is achieved when the beam is strained to its limit εl. The factor of 2 multiplying the strain results from the fact that tensile strain exists on the outside of the beam and compressive strain on the inside of the beam. Both the tensile and compressive sides of the beam can be taken to the strain limit, enabling the effective strain in the beam to be 2 εl. t M 2 σ = Eε = I (1) M = EIy" = EI R (2) R = 1 t 2ε (3) For a graphite/epoxy composite beam with a rigid matrix, a reasonable allowable strain is 0.01. Substituting this into equation (3) this yields an achievable R/t value of 50. This is indeed the limit of the R/t value used for the design of strain energy booms that are flown today. However, an EMC beam at a temperature above the matrix Tg has a soft matrix and the fibers do not strain. This results in a strain distribution in the bent beam with the tensile strain equal to zero and the maximum strain in the beam is equal to the compressive strain. For this type of beam, the neutral axis, region of zero strain, is at the tensile or outer side, of the bent beam, as shown in Figure 3. t Ro -ε + ε=0 Ri Figure 3 - Strain in a Beam with a Soft Matrix Assuming a linear distribution of compressive strains, the radius of curvature of the beam, R, can be related to the maximum local compressive strain by the following expression, equation (4): R = 1 t ε (4) where t is the beam thickness and ε is the maximum compressive strain in the beam. [5] This expression indicates that, for a beam with a soft matrix, obtaining a given R/t value would require a compressive strain limit twice that of a conventional beam with a rigid matrix. The R/t value appears to be a reasonable figure of merit to use to determine efficiency of packaging of composite laminates and structural components. These R/t values must be obtained without damaging the composite or degrading its structural properties. Equations (3) and (4) are plotted in Figure 4, illustrating the added strain limit needed for beams with soft matrices as compared to those with rigid matrices. Since conventional composites can be bent to R/t values of 50, R/t values significantly less than 50 are required in order to realize a significant packaging advantage with an EMC structure. For an actual beam, the accumulated displacement, δ, must be zero. In fiber reinforced composites the primary compressive deformation mode is associated with fiber micro-buckling. The stiff embedded fibers cannot experience the necessary large compressive strains without micro-buckling. The simple end-constrained paper tablet model shown in Figure 6 demonstrates geometrically the magnitude of the buckling amplitude that must occur to accommodate a 180° bend. As the fibers micro-buckle, large interlaminar matrix shear strains occur as shown in Figure 6. Range for Conventional Gr/Ep 100 R/t R =1 t ε 50 Figure 6 – Compression-Side Buckling of Folded Tablet 20 R 1 = t 2ε 10 2 1 0.01 0.02 0.1 0.5 Strain [ε] Figure 4 - R/t Curves for Rigid and Soft Matrix Materials Further investigation of a beam with a soft matrix was needed to determine how best to bend an EMC material to smaller R/t values, which requires obtaining higher compressive strain limits without inducing damage in the composite. Considering an ideal inextensional beam in bending, the lengths of the inner and outer surfaces are equal and must remain equal at all times. If one end is held fixed and displacement between the inner and the outer portions of the beam is allowed, the magnitude of the resultant displacement is δ = π t for all beams, regardless of radius of curvature. This effect is illustrated in Figure 5. δ = πt 72.3o Ri Ro t Figure 5 - Beam Bending Model A heated EMC matrix has a very low shear modulus, and micro-buckling occurs at large bend ratios. The matrix does not have the stiffness to support the fibers in compression. The fiber micro-buckling enables a large effective fiber compressive strain because the length of a buckled fiber is significantly shorter than that of an unbuckled fiber. Effective strains well above traditional material strain failure limits are achievable through fiber micro-buckling. However, the geometry dictates that the amplitude of a micro-buckle needs to be large to accommodate a small change in the length, ∆ , on the inner compressive side of the beam, this is illustrated in Figure 7. aa Ll ∆∆ Figure 7 – A Large Buckling Amplitude is Required for a Small Length Reduction As previously mentioned, a key factor in determining the feasibility of EMC materials is demonstrating that EMC materials can be bent to relatively small R/t values without damage to the material. In order to accomplish this, the fibers must be allowed to micro-buckle on the compressive side, to sufficient amplitudes to accommodate the length differences between the outer and inner sides of the beam. Furthermore, the most stable mode of fiber micro-buckling is out of plane. Out of plane micro-buckling subjects the matrix to very localized strains, which often result in delamination. However, if the fibers can be forced to microbuckle in plane, a secondary stable state for the microbuckled fibers, the localized strains in the matrix are lower, and higher fiber buckling amplitudes can be achieved, resulting in lower R/t values. [5] The reinforcing fibers can be forced to micro-buckle in plane rather than out-of-plane by a combination of tailoring the EMC composite to provide a high strain capability matrix, and the development of special bending techniques and tooling. Figure 8 shows a photomicrograph of a unidirectional carbon fiber reinforced EMC laminate that exhibits the desired in-plane fiber micro-buckling, enabling this beam to be bent to an R/t < 10 without damage. The inherent differences between the bending of a beam and plate were considered. A beam is defined as a structural member with a relatively small width-to-thickness ratio, while a plate has a large width-to-thickness ratio. A plate can be conceptualized as a series of parallel beams, attached and constrained along their entire length. Thus the strains resulting from the Poisson effect must be accommodated as internal stresses in the plate, rather than through deformations as is possible with a single beam. 5. EMC MINI-BEAM Figure 8 - Photomicrograph of In-Plane Fiber MicroBuckles in an EMC Laminate Bent to an R/t < 10 Further consideration of beam theory and the bending of a composite beam with a low modulus matrix shows that the thickness may effectively decrease at the expense of expansion along the width of the narrow beams (Poisson effect). The latter mechanism will occur if a bundle of fibers is bent in absence of a constraining matrix. Expansion along the width of the beam will effectively reduce the required strain by lowering t, and will allow bending to tighter radii [5]. In the ideal case the Poisson effect results in contraction of the beam on the tension side and expansion of the beam on the compression side, and a reduction in the overall beam thickness as illustrated in Figure 9. This figure illustrates a cross section of a beam that is being bent downward, out of the plane of the paper. The light gray rectangle is the original (undeformed) beam cross-section. Undeformed Cross-Section (+) The concept of an EMC “mini-beam” was developed to take advantage of the enhanced bending that can be realized with fiber reinforced EMC materials, due to the soft matrix enabling the fibers to micro-buckle and the Poisson effect that reduces the effective beam thickness. An EMC minibeam is a fully cured EMC laminate with unidirectional reinforcement that can be used as a unit element, or basic building block of a structure. The mini-beam can be evaluated using simple beam theory, which can then be extrapolated to the design of larger structures incorporating “trusses” utilizing EMC mini-beams as the basic structural element. One such type of structure is an isogrid, or an open-grid, type structure. An schematic example of an EMC mini-beam is shown in Figure 10; this mini-beam uses unidirectional graphite fibers with an EMC matrix. Figure 10 - EMC Mini-Beam with Unidirectional Graphite Fiber Reinforcement Figure 11 illustrates an EMC mini-beam that has undergone bending. The matrix strains and the beam deforms, allowing the fibers to displace rather than break. Thus the mini-beam demonstrates a very high strain capability when heated above its Tg, and can be very efficiently folded to a tight radius, then deployed back to the flat, straight condition with no apparent degradation of material properties. In initial experiments, EMC mini-beams have been bent to an R/T of 5 without apparent damage. Poisson Contraction A Thickness Reduction View A Poisson Expansion (-) Figure 9 - Poisson Effect in a Bent Beam with a Low Modulus Matrix In either situation (local elastic buckling or thickness contraction) the matrix must allow enough fiber mobility to avoid extreme local stresses/strains and permanent damage. Figure 11 - Schematic of an EMC Mini-Beam in Bending Photomicrographs of the outside and inside of such a minibeam are shown in Figure 12. In image 12a, the outer surface of the bent beam, flaring of the beam can be easily observed, resulting in an effective reduction of the laminate thickness during bending. In image 12b, showing the inner surface of the bent beam, the in plane micro-buckles can be observed. (a) (b) Figure 12 - EMC Mini-beam Bent to R/t of 5 Without Apparent Fiber Damage A simple open grid structure has been fabricated using minibeams, as shown in Figure 13. This open-grid structure has been successfully bent to a R/t of approximately 5 several times and deployed back to the flat state with no apparent damage to the mini-beam members. 6. CONCLUSIONS A polymer matrix Elastic Memory Composite material has been developed which shows promise for use in spacecraft deployable structures. This new material shows the potential to eliminate shortfalls of current composite deployable spacecraft structures. A Hierarchical Multidisciplinary Approach to the materials science development of the Elastic Memory Composite materials is being pursued. Micro-structural models have been developed and used to guide the understanding and further development of this new material technology. Experimental results have corroborated the premises made in the modeling effort. Several components and structures have been fabricated using EMC materials and have shown the potential for significant packaging improvement relative to current materials. Further work is required to better understand the capabilities of the EMC materials and to fully realize their potential benefits. Work is continuing in theoretical modeling, micro-structural performance evaluation, and application of this material technology to a wide range of spacecraft structures and components. 7. ACKNOWLEDGEMENTS Funding for this work has been provided by the U.S. Air Force Research Laboratory under a Cooperative Research and Development Agreement, NASA SBIR Phase I Contract NAS1-00031, National Reconnaissance Office Contract No. NRO000-00-C-0058, and Composite Technology Development, Inc. (CTD). We thank Paul Fabian, Craig Hazelton, and Rob Denis at CTD for assistance with material processing and testing. REFERENCES Figure 13 - Simple Open-Grid Structure Fabricated from EMC Mini-Beams These mini-beam structures can be extrapolated to the fabrication of large structural members, which exhibit high stiffness to weight ratios and very efficient packaging. Figure 14 shows an open-grid structural tube fabricated from mini-beam sub-structural elements. Fabrication of OpenGrid EMC tubular structures has been demonstrated. The fabrication process is automated, the tooling is relatively simple, and the structural design can be substantially tailored. Open-grid EMC designs hold substantial promise as low cost, ultra-lightweight, structurally efficient structures that are easily and effectively packaged for launch. [1] T. Meink, K. Qassim, T. Murphey, M. Mikulas and M. Tupper, “Elastic Memory Composite Material: Their Performance and Possible Structural Applications,” submitted for publication in the International Conference on Composite Materials 13 Proceedings, June 2001. [2] C. Liang, C. Rogers and E. Malafeew, “Investigation of Shape Memory Polymers and Their Hybrid Composites,” J. Int. Mat. Sys. Struct., Vol. 8, 380-386, 1997. [3] C. May and A. Wereta, Jr., “Process Identification Study for Space Cured Composite Structures,” NASA Contractor Report 158942, September 1978. [4] W. G. Knauss, “Perspective in Experimental Solid Mechanics,” International Journal of Solids and Structures, Vol. 37, 251-266, Elsevier Science Ltd., 2000. Figure 14 - EMC Open-Grid tube with Mini-Beam Structural Members [5] T. Murphey, T. Meink and M. Mikulas, “Some Micromechanics Considerations of the Folding of Rigidizable Composite Materials,” to be presented at the AIAA Gossamer Spacecraft Forum, April 2001. BIOGRAPHY Michael Tupper earned a B.S. in Mechanical Engineering from Columbia University, is a registered professional engineer, and a co-inventor of CTD’s Elastic Memory Composite materials. Among his responsibilities is the continued technical development of CTD’s EMC materials, the development of commercial products utilizing these materials, and the formation of strategic business relationships for the development and commercialization of these materials. Mr. Tupper has worked extensively developing specialized polymer and ceramic-based materials including composites, insulation, adhesives, and coatings for use at cryogenic temperatures and in other harsh environments. His responsibilities have focused on the processing and handling of these materials. Additional responsibilities at CTD include marketing, production, customer liaison, and business development. Previously, Mr. Tupper worked at General Atomics in San Diego, CA. Naseem. Munshi earned a B.S. in Chemical and Polymer Technology from the Polytechnic of the South Bank, London, UK, and a Ph.D. in Polymer Science from the Polytechnic of the South Bank, London, UK. She is the President and founder of CTD, and the primary inventor of the Elastic Memory Composite material. Dr. Munshi has formulated all CTD resin products and has been the Principal Investigator on numerous grants and contracts for development of polymer-based materials, including several SBIR contracts. Dr. Munshi is internationally recognized as an expert in the performance of epoxy resins and composites at cryogenic temperatures and under radiation exposure. CTD’s polymer-based electrical insulating products, formulated by Dr. Munshi, are the standard of comparison for insulation of large superconducting magnets around the world, and are also widely used for insulation of research and commercial superconducting magnet coils. Fred Beavers earned a B.S. in Mining Engineering and a M.S. in Mechanical Engineering from the University of Arizona. He is the Director of Research and Development at CTD, and leads CTD’s commercial and government research and development efforts, utilizing polymer and ceramic composite materials to develop new technologies and products such as the EMC materials. He has been integrally involved in all previous EMC development and demonstration programs, and was the Principal Investigator on the Phase I SBIR program investigating EMC hinges for deployable components. Previously, Mr. Beavers was involved in the development of advanced composite components for aerospace structural and thermal management applications. Earlier he served as a US Navy nuclear submarine officer. Ken Gall earned B.S., M.S. and Ph.D. degrees in Mechanical Engineering from the University of Illinois at Champagne-Urbana, and is an Assistant Professor in the Department of Mechanical Engineering, University of Colorado at Boulder. His research interests are centered around the behavior of materials, with emphasis on tailoring microstructures for the required properties and performance in applications. He has extensive experience in electron microscopy, mechanical testing, and the development of micro-mechanical models with industrial application. He has investigated microstructure property performance relationships in numerous material systems, ranging from NiTi and CuZnAl shape memory alloys to cast Al-Si alloys. Martin Mikulas, Jr. earned B.S., M.S., Ph.D. degrees in Engineering Mechanics from the Virginia Polytechnic Institute. He is a Professor Emeritus in Aerospace Engineering Sciences at the University of Colorado at Boulder, and is active in the development of new structural concepts for inflatable, deployable, adaptive, and composite structures. Dr. Mikulas worked at NASA/LaRC from 1961 to 1991 in advanced lightweight aerospace structures, and pioneered the application of composite materials in aerospace applications during the 1970s. In 1976, he spent a year at the California Institute of Technology conducting research on advanced concepts for deployable space structures. As head of the NASA/LaRC Structural Concepts Branch, he focused on constructing large structures in space. He developed and demonstrated structural concepts through ground demonstrations and Space Shuttle flight experiments. Dr. Mikulas is the author of over 60 technical publications on advanced structures, and holds nine patents. He is an AIAA Fellow, received NASA medals in 1983 and 1988 for his contributions in this field, and was elected to the National Academy of Engineering in 1999. Troy Meink earned a B.S. in Mechanical Engineering from South Dakota State University, and M.S. and Ph.D. degrees in Aeronautical and Astronautical Engineering from the Ohio State University. He is the Technical Lead for the Integrated Structural Systems Group at the Air Force Research Laboratory/Space Vehicles Directorate. He also acts as a research engineer and technical program manager, specializing in launch vehicle and spacecraft structures. Previously, he was a ballistic missile flight test engineer at the US Air Force National Air Intelligence Center. As a US Air Force navigator, he flew over 100 sorties in support of Operations Desert Shield, Desert Storm, and Provide Comfort. As the Program Manager and chief test pilot for SORD aircraft development program, he managed the design and manufacturing team, and acted as chief structural design. As chief test pilot he made the initial flights in the SORD 1A aircraft, and flew all flights through the preliminary phase of flight testing. He also taught courses in aircraft design and construction, and led a team that designed, built, and successfully tested two experimental aircraft.
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