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Journal of the Indian Institute of Science

A Multidisciplinary Reviews Journal

Indian Institute of Science

Design Allowable Considerations for use of


Laminated Composites in Aircraft Structures
Prakash D. Mangalgiri
Abstract | Carbon fibre polymer composites have evolved over the years
to become major structural materials for primary structures of the aircraft
today. The paper reviews the work carried out over last four decades
on carbon fiber polymer composites to create an understanding of their
behaviour in order to set up a philosophy of design and arriving at design
allowable values for strength so as to ensure safety and performance of
aircraft with minimum weight penalty. The rationale behind the choice of
allowable values and the process to arrive at them is explained. While
several issues are discussed, three major aspects are emphasised: the
environmental (hygrothermal) effect, the effect of holes and fasteners and
impact damage. The directions of the current improvements and course
of future developments are indicated in relation to their influence on the
design allowables.

Reviews

ISSN: 0970-4140 Coden-JIISAD

Keywords: Carbon Fibre Composites, Laminates, Aircraft Structures, Design Allowable, Structural
Design, Impact Damage, Holes in composites, Fastener joints, Hygrothermal effect.

1 Introduction
Over the past few decades Fibre Reinforced Polymer Matrix Composites have emerged as strong
contenders for building load bearing structures
giving a tough competition to the conventional
structural materials such as aluminium alloys
and steels in several engineering sectors such as
aerospace, construction, transportation, off-shore
structures and others. In particular, in the aeronautical sector where light-weighting is a major
issue, the composite usage in aircraft structure
has graduated from just being marginal and that
too in tertiary and secondary structures in 1970s
to being the preferred material for large primary
structures in modern frontline advanced aircraft
in both combat and transport category. To quote
a few examples: Airbus 320 , Boeing 737, then
Boeing 777, 787 and Airbus 380, FA-18, Grippen,
Eurofighter, French Rafale and Indian Tejas Light
Combat Aircraftall have seen a large scale use of
composites in primary structures. See, for example, Figure 1showing use of carbon/epoxy composites in LCA.
The major form of composites that pioneered
the large scale usage in aircraft structures has been

the laminated carbon epoxy composites. Several


aspects of the behaviour of these materials have
been extensively investigated over the years. On
the theoretical or analysis side, the investigations
have seen a great evolution of methods and techniques starting with the orthotropic elasticity,14
the development of the laminate theory,59 the
thin and thick plate and shell theories,8 the use of
finite element modelling and analysis, and the use
of fracture mechanistic concepts and damage progression models.10,11 Similarly, experimental and
test techniques have also seen a great evolution12
and helped understand the behaviour of composites under various conditions, provide validation
of theoretical models and generate data which can
be used for designing the composite structures.
Much of this knowledge has been documented in
excellent reports, books and handbooks1317 and
a significant part has already become text-book
material today, see for example.1820
The complexity of the composites behaviour
and the fact of it being so very different from
the conventional materials such as aluminium
alloys led to several investigations and studies in
the initial period for setting up a philosophy of

Journal of the Indian Institute of Science VOL 93:4 Oct.Dec. 2013 journal.iisc.ernet.in

Consultant (NPMASS),
Aeronautical Development
Agency, PB 1718,
Vimanapura PO,
Bangalore 560017, India.
[email protected]
[email protected]

Prakash D. Mangalgiri

Figure1: Use of composites in LCA airframe.


(Source: http://www.tejas.gov.in/images/content/technology/composite_materials.jpg)

design for load carrying aircraft structures using


the laminated composites. One of the interesting
debates in this context has been around the choice
of values of strength and stiffness (and a few
other physical parameters) to be used as allowable values for the design in order to ensure safety
of operation of the aircraft with desired performance and durability. The concurrent issues of how
to determine or derive such design allowable
values, i.e., test techniques and analysis methods
of arriving at such values, and ultimately of how
to verify and validate (or certify) the structures
so designed and built have also seen extensive
examination. An overview of the considerations
for arriving at the design allowables forms the
topic of this paper.
It is perhaps obvious that the design allowable
values would be influenced by the features of the
material behaviour as well as the features of the
intended structure and its intended performance.
In the present paper, we start with indication of
various factors and issues that need to be considered and then look into some important ones
amongst them. Amongst the various types and
forms of composites, the laminated composites
using carbon fibres of modulus around 230 GPa
and strength around 3.2 GPa (often referred to as
Standard Modulus Carbon fibre, such as T300
of Toray) with either 120C or 170C curing epoxy
resin systems has been the main work-horse material for composite studies and usage over several
decades and this forms the basis for our discussions in this paper. We will also briefly examine
later advances such as improved materials (e.g.,
Intermediate Modulus Carbon fibre and the use of
toughened resins as matrices) and modelling techniques in the context of their influence on the way
we may choose design allowables. We conclude
572

with a few remarks on some outstanding issues


and line of future work.
2 Nature of Composite Behaviour
2.1 Material behaviour features
The choice of laminated carbon-fibre-reinforcedpolymer composites (CFRP) as against the conventional aluminium alloys for airframe structures is
dictated by the need for light-weighting the structure. While this is the prime reason for the choice,
this is not the only reason, nor is this the compelling one. Amongst others are
a) the need for tailorability of wing-like aerodynamic structures which need tailored flexibility over a large area and which can be achieved
with comparative ease using the laminated
composites
b) the ability of the composites for large part integration and
c) the excellent fatigue resistance of composites for
in-plane loading, the type of loading that the
aircraft semi-monocoque, thin-walled structures are often required to carry.
It is important to keep track of these objectives while selecting the design allowables, as more
often than not a designer is required to trade off
some of these advantages against some of the concerns about composites. Important amongst such
concerns are:
a) Hygrothermal Degradation: The polymer
matrix (epoxy) absorbs moisture and is prone
to be affected by hygrothermal environment.
Thus, there is a strong influence of environment on resin dominated material properties
and behaviour.

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Design Allowable Considerations for use of Laminated Composites in Aircraft Structures

b) Stress Concentration around Holes and cut-outs:


Composites are prone to high stress concentration and tend to have a brittle failure. Since,
often, the holes (such as for fasteners) and cutouts (such as for access, or conduits) cannot
be avoided, due care needs to be exercised in
accounting for the stresses around holes and
cut-outs.
c) Delamination and Impact Damage: The laminated structure of composite has weak interfaces which are prone to delaminate under
relatively small peel stresses. This also makes
composites very prone to impact damage.
That such damage is often not seen on the surface and remains hidden is a major cause for
concern.
d) Variability of Properties: Unlike the metallic
structures, the composite material achieves its
final material form only when the structural
component itself is made. Thus, the material properties in the component are process dependent. A tight control is required on
processing and tooling parameters in order
to limit the variability in the properties to an
acceptable level.
e) Electrical Conductivity: The carbon fibres conduct electricity, but with high resistance. This
has implications on lightning protection measures, EMI/EMC effects and galvanic corrosion
of interfacing metallic (especially aluminium)
parts.
The last mentioned issue about the electrical conductivity is normally dealt through novel
means of design features21,22 and do not directly
impinge upon the choice of allowable mechanical properties and will no more be discussed in
this paper. The variability is an important consideration in achieving the desired probability
of survival and becomes a part of the statistical
calculations. The confidence levels for achieving
the reliability and safety are usually prescribed by
the regulatory authorities and the statistical procedures to account for the variability and scatter
are well known and documented, see for example, MIL HDBK 17F13,15 and MIL HDBK 5.23 We
will not discuss this further except to state that
the industry practice in tune with the requirements posed by the regulatory authorities is to use
A-basis material allowables (i.e., 99% probability
of survival with 95% confidence) for structures or
zones where there are no alternate load paths and
the failure can be catastrophic and to use B-basis (i.e., 90% probability with 95% confidence)
where there are alternate load paths and the failure is not catastrophic. Even as the procedures for

calculating these basis values are well known13,2325


for various types of data distributions (such as
normal, Weibull or log-normal), one needs to
exercise care in ascertaining the applicable data
distribution, the number of samples and factors
which may make the tests invalid.
The focus in this paper is on discussing the
rationale and considerations in handling the
other three factors, namely, environmental effect
of hygrothermal degradation, holes and fasteners,
and impact damage and delaminations, in conjunction with various aspects of structural behaviour to arrive at design allowables.
2.2 Structural behaviour features
In addition to the features of the material behaviour mentioned above, the choice of allowables
may often be influenced by the constructional
features of the structural design such as ply-drops
(or ply-terminations) required for thickness
changes and for stiffness tailoring of aerodynamic
structures such as wings, and fastener joints and
T-joints (often without fasteners) required for
connections such as spar-to-skin or stiffener-toskin or to bulkheads. It is important to note that
thin-walled construction of aircraft structures also
needs consideration of structural stability (buckling) in addition to the strength and stiffness considerations. An important aspect of the behaviour
of CFRP is that they have multiple possible failure
modes depending on the initial material quality,
the structural configuration and the load flows,
such as, fibre-matrix interface debonds, fibre
pull-out in tension, fibre buckling in compression, matrix cracking; matrix failure in shear or
in tension, delamination, fibre-breaks, etc. Many
of them such as matrix cracking or interface
debonds, often remain at sub-critical level and do
not lead to substantial loss in strength or stiffness
or the failure of structure. Thus, it is important to
arrive at a proper definition or criterion of failure depending upon the performance and safety
requirements as this has a significant influence on
the allowable values. As the fibres are the primary load carrying constituents in the composite,
fibre failure modes are the primary failure modes
(critical failure modes) influencing the strength
and stiffness; the other modes may not directly
influence the immediate load carrying capability
(therefore sub-critical) but may lead to degradation of structural performance over a period of
time and need to be watched. The ability of the
fibres to sustain loads, particularly in compression and shear, is greatly influenced by the support they receive from the matrix and any loss of
support due to matrix or interface failure needs

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573

Prakash D. Mangalgiri

to be accounted for. In metallic materials, cracks


open up under tensile stress and close under compressive stress and thus in general tensile stresses
are considered to be more critical than the compressive ones. However, in laminated composites,
delaminations tend to open up in compression.
Moreover, the micromechanics of composites
shows that any loss of support for the fibres even
at micro level will result in premature fibre-microbuckling, thus aiding overall compressive failure.
On the other hand, the fibres in composites can
carry large loads in tension till the fibre failure.
Thus, often, compressive loading becomes more
critical for the composites. The internal damages
such as delaminations and impact damage tend
to progress in compression and this coupled with
micro-buckling of fibres and the overall buckling
of the structure adds to the complexity of handling compressive loading. The failure in a laminated composite is often progressive, starting with
the failure of one or more plies and progressively
spreading to other plies. However, the normal
industry practice presently is to use the first-ply
failure as the basis for design. Utilising the strength
beyond the first-ply failure continues to be a topic
for further investigations on composites.
2.3 L
 aminate behaviour: Laminate plate
theory and failure theories
The laminated plate theory is very well developed
and understood today and will not form part of

discussion in this paper. Similarly, a number of


failure theories have been evolved over the years
and a good review of them can be found in several
books and monographs.59,26 Suffices it to remark
here that the basic unidirectional lamina strength
and stiffness properties form the basis for deriving the properties of a laminated composite. The
material allowables are derived for basic unidirectional lamina properties and failure strength
envelopes in terms of carpet plots, for multiangular laminates are created by using laminate
theory and an appropriate failure theory, (see for
example,27), which may be validated by tests on
typical multiangular laminates of interest. These
aspects are well established and can be found in
various texts on composites referred earlier. On
the other hand, while analysing a structure, one
works out ply level strains and stresses from the
laminate stresses or strains and applies the failure
theory for assessing the margin of safety based on
lamina strength.
2.4 Laminate lay-up
While many studies were conducted on Unidirectional (UD), Cross-Ply (CP) and Quasi-Isotropic
(QI) laminates, they are not the most efficient
construction and do not really use the directional tailorability advantage of composites. On
the other hand, arbitrarily optimized lay-ups can
lead to unsymmetric, unbalanced laminates which
have more complex behaviour that is difficult to

Figure2: Envelope of practically useable laminates, 0, 45, 90 family.


574

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Design Allowable Considerations for use of Laminated Composites in Aircraft Structures

predict and therefore do not inspire designers confidence. Thus, most of the useful combinations of
laminate lay-ups are restricted to being symmetric, balanced with orientations of 0, 45 and 90
with adequate plies in any one direction to ensure
integrity. Based on stress concentration considerations, Hart-Smith38,40 had proposed an envelope
of laminate configurations (see Fig. 2) around the
QI configuration ensuring at least 12.5% plies in
any direction. With improved understanding and
analytical capabilities, the industry has progressed
to relaxing some of these requirements, such as
using a somewhat larger envelope of laminate (see
Fig. 2) configurations and using unbalanced (but
not unsymmetric, due to concern about warping
during manufacturing) laminates and using other
orientations such as 30 and 60. However, for
the discussions in this paper, we will restrict to 0,
45 and 90 orientations family and symmetric
laminates.
3 Environmental Effects
3.1 Hygrothermal degradationhot-wet
effect
By far the most important effect of the environment that affects the design allowables is the
hygrothermal degradation of the properties due
the moisture absorption by the polymeric matrix,
see Figure 3. The widely used epoxy based matrices
can absorb up to 46% moisture by weight which
translates to about 1.42.0% moisture absorption in carbon fibre composites. This degrades
the matrix dominated behaviour, such as transverse strengths as well as shear and compression
strengths. High temperatures close to the glass
transition (Tg) of the matrix softens the matrix.
The plasticization of the matrix (due to moisture as well as due to high temperature) reduces
support to the fibres and thus causes an overall
degradation of mechanical properties in shear
and compression. Also, the moisture reduces Tg of
the matrix significantly (by as much as 50C) and
thus puts a limit on the service temperature of the
composite, which is usually kept to be about 20C
below Tg. Thus, the hot-wet (HTW) behaviour
of composites has become an important issue in
deciding design allowables. The moisture absorption is a diffusion process, follows largely the Ficks
law and is mostly reversible. The absorption and
desorption rates depend largely upon the temperature, and the saturation level depends largely
on the relative humidity in the environment. The
phenomenon is rather slow, and in thick laminates the time for moisture saturation can be very
long. Two major issues that crop up when deriving design allowables are: (a) what is the realistic

moisture gain in composites when aircraft is in


service and which should be taken for deriving
design allowables reflecting the actual degradation and (b) how to derive hot-wet properties
by accelerated tests and whether the test factors
obtained on small coupon tests can be applicable
to large components. An excellent compilation of
issues involved and the investigative results can be
found in2836 and a good discussion in the Chap
12 of MIL-HDBK-17-3.15 We discuss below briefly
the rationale for accounting for these environmental effects.
While taking the saturation level moisture
absorption for deriving design allowables can be
safe, it can be quite unrealistic and will impose
undue weight penalties. Various studies on worldwide exposure of composites28,33,36 have shown
that the moisture gain in realistic structures can
be about 1%. A NASA and US Army study37 has
shown that the ground based coupons are good
enough to reflect the environmental degradation
conditions of the actual service component on
the aircraft. Further, the industry appears to have
arrived at a practice of taking the equilibrium level
of moisture at 85% RH (rather than the saturation level) as representative of the realistic service. Thus, the test coupons can be exposed to this
constant RH environment for ageing. The ageing
temperature is usually taken as 70C (for 170C
curing epoxy systems), low enough to avoid any
effects of high temperature exposure, but high
enough to reduce ageing time to acceptable levels.
The hot-wet (HTW) condition then refers to the
samples aged as above and tested at the high service temperature (say, 80100C, for 170C curing
systems). The test factors obtained on such aged
samples can then be used for setting up design
allowable values. The adequacy of such factors
for full scale structure is then usually established
through a building block approach involving testing of structural features, test boxes and actual
components. Investigations by various researchers
have generally shown that for the hot-wet conditions, the UD compression and shear strengths
degrades by about 30% while the Tg reduces from
170C to about 125130C.
3.2 Other environmental effects
Compared to the high temperature conditions,
the cold temperatures (up to 55C) do not have
much effect on the material properties, except for
enhancement of the brittle behaviour to some
extent. However, the validity of this assertion
needs to be established for certification for the
material system being used. Thermal expansion
and also swelling due to moisture absorption do

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575

Prakash D. Mangalgiri

Figure3: Hygrothermal effect in carbon epoxy composite. (a) Moisture ageing71, (b) Strength degradation, (c) Lowering of Tg.

not form part of the design allowable exercise


but need to be checked and accounted for in the
design. There has been some concern and study
about long term effect of radiation on the composite (especially UV radiation effect on epoxy
resin) as well as effects of erosion due to sand and
rain. These are generally catered for by use of suitable paints and protective coatings. One issue of
significance to military fighter aircraft has been
the effect of thermal spikes which some composite
structures may be subject to due to weapon firing.
Studies reported in34,35 show that the direct effects
of short duration spikes up to 140C on compression or notched compression strengths are not
very significant. There may be an indirect effectof
several repeated spikes which may increase the
moisture absorption to some extent.
4 Holes and Fastener Joints
4.1 Historical perspective
Due to the susceptibility of composites to stress
concentration, holes and cut-outs need special

576

care in designing with composites. Also, often,fastener joints cannot be avoided (and, in fact, may
sometimes be preferred to bonded joints or integral parts) and one needs to work with knocked
down allowable stresses in order to cater for such
discontinuities. While in Al-alloys the stress concentration relief may be provided by local yielding,
in the case of composites one needs to look for
such relief by proper choice of lay-up. It is widely
established that the addition of 45 plies can
provide such relief. Significant amount of studies were carried out in the decades of 1980s and
90s to understand the behaviour of composites
with holes and fasteners, which formed the basis
for arriving at design methodologies and design
allowable values to be used. See for example,
Refs.3776 A good account of these efforts can be
found in AGARD report74 with a historical perspective given by Oplinger.75 Improvements over
these early studies continue to interest researchers even today as seen from several studies being
reported in literature; see, for example,77106 and

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Design Allowable Considerations for use of Laminated Composites in Aircraft Structures

also, a review of work on fastener joints.95 Even


the earliest studies clearly brought out that distinction must be made in treatment of open holes
(or free, unloaded holes) and filled holes (such as
in fastener joints), and also of those under tension as against those in compression. In addition
to the stress concentration issues in the open
holes case, which could be addressed largely by
using anisotropic elasticity solutions,2,4 the filled
hole behaviour had to account for the contact
around the hole interface between the plate and
the pin, which made the problem nonlinear.
An ingenious way of posing the problem in an
inverse way (i.e., to find the load for a given contact configuration) proposed and used by Rao52
and his co-workers53,54 led to resolution of this
issue. Using these concepts and later the Finite
Element Method, Crews and Naik61 studied the
issue of bearing-bypass interaction which became
an important aspect of joint design and deriving
allowables. Studies and investigations on joints by
Hart-Smith and co-workers,38,40,46,47,60,62 as also by
Collings and co-workers39,44,49 and, Matthews and
co-workers,42,59,68,70,78 Gerharz and co-workers55,69
and others over several years have contributed
greatly to the understanding of various issues
and how to handle them while designing with
composites.
4.2 Open holes: Tension
One of the earliest studies on deriving practical
design allowables is the one reported by Ekvall
and Griffin43 for the advanced Composites Fin
and Aileron program which suggests knock-down
factor for allowable for open hole tension to be
0.49 which is also supported by another study by
Lafon.57 Earlier, Hart-Smith40 had argued that due
to partial relief provided by matrix softening, the
strength reduction may be limited to about 25% in
quasi-isotropic laminates. Similar observation was
made by Ruiz.67 Combining experimental results
and the analysis based on laminate theory, Bauer
and Mennle65 generated carpet plots for open hole
tension, which suggested factors greater than 0.5.
Experimental results of Schutz and Gerharz,55
on various lay-ups have also shown factors in
the range of 0.44 to 0.55. In tune with the above
reported behaviour of composites and other similar results reported in several studies, the Industry has used open-hole tension factors of 0.4 to
0.5. Since such failure modes are fibre dominated,
there is no further reduction necessary for hotwet conditions. Because of the significant strength
reduction, the open-hole tension case forms one
of the driving factors for composite design.

4.3 Open hole: Compression


The strength reduction in open hole compression
is not as severe as in tension, possibly because the
neat compression strength itself is significantly less
than in the tension and already accounts for some
of the strength reducing features in compressive
state of stress. Ekvall and Griffin43 reported reduction by about 30%. Further, it is important to note
that unlike the tension behaviour, compression
behaviour is significantly affected by hot-wet conditions. Accounting for the hot-wet conditions,
Potter and Purslow45,50 noted that the failure is primarily governed by the instability of 0 plies and
thus the lay-up sequence does not matter much.
However, in presence of a lateral constraint (such
as clamping force in a fastener joint), the fibres
would buckle in-plane (rather than out-of-plane)
and thus hot-wet effect may be reduced.
4.4 Filled loaded holes, bearing strength
The filled loaded holes are the most relevant features for fastener joints and the bearing strength
becomes a very important parameter for design.
The design philosophy for such joints revolves
round avoiding lay-ups which may be excessively
weak in any direction (in particular, in shear out
direction), preventing shear-out by providing
enough edge distance, and ensuring that the joint is
safe in both bearing and net-tension, but would fail
in bearing first by providing adequate net-section
width. Tests done by various investigators58,59,6871
have shown that e/d 3 and w/d 5 with t/d 0.6
allows adequate bearing strength to be developed.
It is well established and widely recognised that
the near-quasi-isotropic lay-ups provide an optimum joint performance. However, the stiffness
requirements often necessitate more plies in the
load direction. Various studies40,44,49,60 have shown
that the lay-ups be limited to having at least 10%
plies in every chosen orientation and about 1/8 to
plies of 0, 1/8 to 3/8 plies of 90, and to plies
of 45. A typical lay-up having 0/+45/-45/90
plies in the proportion of 5/2/2/1 thus provides a
realistic worst case and is often used for allowable
bearing data generation. Bearing strengths for
various lay-ups obtained in one study71 are shown
in Figure 4.
One of the significant aspects in deciding the
bearing allowable is about defining the bearing
failure. It is to be realised that depending upon
the laminate configuration, significant amount of
hole elongation may occur before the final failure
stress is reached. Such hole elongation may cause
hammering at bolt-hole interface in cyclic loading
with stress reversals.49 There has been some debate

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577

Prakash D. Mangalgiri

Figure4: Bearing strengths for various laminate configurations and effect of hot-wet.71

on how much hole elongation can be acceptable and set as criterion for defining the bearing
strength. Two criteria have been put forward and
have gained some acceptance in the industry: 2%
elongation in case of the earlier generation of
epoxy resins which are relatively brittle (which
is used in the study71), and 4% elongation for the
newer, toughened resins.82
4.5 Considerations for fastener joints
In addition to selection of allowable strengths for
laminates with holes and for bearing, there are a
few significant aspects which need to be considered
for proper use of allowables when designing fastener joints. The failure modes of a fastener joints
are shown in Figure 5. As mentioned earlier, the
geometric parameters (edge distance, width, pitch
etc) are to be so chosen so as to allow full bearing
strength to be developed. In addition, following
aspects are important.
4.5.1 Effect of clamp-up pressure or lateral
constraint: It is known that the lateral constraint

provided to the laminate plies helps in preventing or delaying the micro-buckling of fibres and
thus result in higher bearing and open hole compression strengths.39,42,44,59 Such lateral constraint
may be available through clamp-up pressure in
a torqued bolted joint or may be provided by
other plies in a thick laminate.44,59,72,73,85 Bearing
strength increase from 20% to 100% has been
reported for various types of laminates. However, it is to be noted that creep and relaxation
in laminates over a long period, as well as vibrations, can reduce the effective lateral constraint

578

over a long time and thus this advantage may


not be available in practice. A study on relaxation of bolt-clamp-up48 has shown that reduction of the clamping force can be 20% in a year
and 32% over 20 years. A prudent way to handle
this is to generate the allowable strengths from
tests on finger-tight joints and not on torqued
bolts70,71,76 or to use a knock-down factor (of up
to 2) if the data is generated with torqued bolts.
Similarly, it is prudent not to use thick laminates
for allowable generation; usually, thickness up to
and close to the bolt diameter is considered satisfactory. Further research in understanding the
3-D behaviour in clamping through FEM models
is reported in.80,81
4.5.2 Bearing-bypass interaction: It is to be

recognised that in a realistic structure, often only


a part of the load is reacted at the hole and the
rest is bypassed to be reacted at some other
constraint. In particular, in a multi-bolt joint it is
important to assess bolt loads at each bolt and use
proper strength allowables for checking for bearing and net-section failure. Methods suggested by
Hart-Smith,38,46,47 Lafon57 and those developed by
Crews and Naik61 can be used to make such assessment. One scheme to arrive at allowables is to use
the knocked down laminate tension strength for
net-section failure and use bearing allowable on
the bolt-load.
4.5.3 Countersunk holes: While most of allow-

able data is generated on full cylindrical holes,


knock-down factors need to be applied when
countersunk holes are used. A study by West56

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Design Allowable Considerations for use of Laminated Composites in Aircraft Structures

Figure5: Failure modes of fastener joints: (a) Net tension, (b) Shear-out, (c) Transverse splitting,
(d)Cleavage, (e) Bearing, (f) Pull-out.

shows that laminates with higher bearing strength


also show more reduction due to countersinking. About 25% reduction is found to be common when sufficient thickness is provided (say,
t/d 1.3). However, for smaller thicknesses, even
higher reduction needs to be provided for.
4.5.4 Bolt pull-through: The bolt pull-through

failure (Fig. 5(f)) can become critical in thin


laminates, especially when countersunk fasteners
are used. In absence of any bending, it is a simple exercise to calculate bolt pull-through load on
the basis of the allowable transverse shear stress
for the laminate and the area being sheared (i.e.,
thickness times the bolt-head circumference).
One study on skin-rib joints63 suggests that this
is conservative and the bolt pull-through can sustain as much as 1.5 times this load. However, when
bending is present (which is the realistic case) the
pull-through can occur at half of the loads.
4.5.5 Single shear (lap) joints: Most of the test

data for bearing strength is usually generated on


double shear configuration. It is generally recognised that the single shear (single lap) joints exhibit
reduction in strength due to two factors: one, rotation and bending of the bolt and the other, bending
of the laminate. In a well-designed joint with large
overlap lengths, the effect of laminate bending is
not significant but there can be 2025% decrease
due to bolt rotation and bending.58,60,71
4.5.6 Pitch in multiple fastener joints: Hart-

Smith40 has shown that for a fastener in a multiple fastener configuration with pitch p, the stress
concentration is less than that for a single fastener
in a strip of width equalling pitch. Thus, data on
single bolt tests can be applied to multiple bolts.
Matthews59,70 also suggests that data on single bolt
with w/d 4 can be applied to p/d 4.

5 Impact Damage
5.1 Impact damage behaviour
It is well recognised that due to poor strength in
normal-to-plane direction, laminated composites
are susceptible to delamination and damage due
to impact. The impact damage may involve delamination, matrix cracking, and even fibre breakage. This severely restricts the residual strength,
especially in compression. A major concern is
that the impact damage may remain invisible or
undetected. While designing, an impact threat
scenario is generally considered for the structure and a design philosophy is drawn up which
defines the impact levels that the structure should
sustain along with inspection and maintenance
intervals, in consultation with the regulatory or
certification authorities. Guidelines for such an
exercise have evolved over the years and continue
to do so. A good guideline in this connection is
provided in a study by the US office of aviation
research.107
Extensive studies have been done to understand the damage due to impact and useful
reviews on this can be found in Chap 7 of MILHDBK-17-F Vol 1 and 313,15 as well as.108112 A
low velocity impact generally incites an overall
geometry response in the structure while a high
velocity impact (such as by a projectile) brings
about only a localised mode of deformation and
energy dissipation over a small area. Also, at low
velocities, a flexible structure can absorb energy
in flexing and in flexural failures of fibres, while
for a stiff structure energy gets absorbed in interlaminar shear and consequent delamination. On
impact, compressive stress waves generated at the
point of impact travel through the thickness and
are reflected as tensile stress waves from the back
surface. Thus, most of the damage gets initiated
at the back face, causing a cone of internal damage. At very high velocities, a projectile can shear

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out of the laminated structure causing full or partial penetration. Thus, for generation of design
allowables, it is important to note that tests for
low velocity impact should be designed with target geometries representative of the desired structure while far field geometric effects are not very
significant for high velocity impact.
Among the common impact threats that are
considered for design allowable generation are
tool (including some service boxes or equipment)
drops, runway debris thrown by tires, hail-stones
and some bullet strikes. The two major issues to
be addressed through proper tests are: one, the
detectibility threshold (for visual inspection and
for other NDE) and the other, the loss in strength.
In most cases of the current design practice, the
design philosophy has been built around the concept of Barely Visible Impact Damage (BVID).
Any damage which cannot be seen (BVID or less)
must be tolerated by the structure (with Design
Ultimate Load) through the life time (or any other
specified period). However, for thick laminates
and laminates with impact resistant matrices, the
impact energies to cause BVID can be very large
and the threat of such high impact may be improbable. An energy cut-off is therefore defined for the
structure to sustain, see Figure 6(a). Thus, a common practice is to base the design on the Visibility
cut-off and the Energy cut-off.15,107,113 In terms of
damage sustenance, apart from the BVID, Allowable Damage Limit (ADL) and Critical Damage
Threshold (CDT) are generally specified which
need to sustain the design ultimate load and the

design limit load respectively [Ref.15 Chap 7]. See


Figure 6(b).
5.2 C
 ompression after impact as design
allowable
By far, the low-velocity blunt object impact is considered to be the driving case for arriving at design
allowables, as it can leave a large damage undetected. The compressive strength is the most affected
and thus Compression-After-Impact (CAI)
strength has become an important parameter for
designers. There is a complex relationship between
the extent of damage, impact energy, impactor
shape and mass, laminate thickness, lay-up etc.
and one needs to judiciously select test parameters
to represent the actual design geometries. A good
review of the literature on these can be found in.114
Effects of lay-up and stacking sequence, particularly from the view point of taking advantage of
0 plies, have been reported in115118 and a good
discussion of this can be found in.117 Effect of
impactor shape are studied and reviewed in119,120
and that of impactor mass in.121 Effect of plate
thickness and impact parameters is studied in122,123
for woven fabric laminates. A sensitivity analysis
of various parameters affecting the impact resistance of laminates is given in.124 From the mechanics, one can observe that in thin laminates there
is significant flexing and thus energy for damage
initiation increases with thickness while in thick
laminates where interlaminar shear is the dominant mode, it is proportional to the reciprocal of
thickness.125126 Over the years, the industry has

Figure6: Visibility and energy cut-off for Impact damage with laminate thickness t.
580

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Design Allowable Considerations for use of Laminated Composites in Aircraft Structures

created and used several standard fixtures and


tests to determine the CAI for their requirements;
Boeing and NASA fixtures being more common
amongst them, i.e., Boeing BSS 7260127 and NASA
RP 1092.128 The methodologies have evolved over
the years leading to NASA RP 1142,129 SACMA
SRM Method,130 and more recently, ASTM standards ASTM D7136 and D7137.131132
A study made by NASA133 on several composite materials showed that failure strains (in
compression) of laminates are reduced by about
70% by impact damage to about 3000 microstrains for impact energies of about 30 ft-lbs
(40J). Other studies using different configurations by Cantwell and co-workers134,135 have also
shown that the strength reductions of about 55%
can be expected due to impact damage. However,
the impact energy required to cause BVID can be
much less. Studies by Cantwell et al134 and Bishop
and Dorey136 have shown that for thin laminates
(thickness 2 mm) the BVID energy is around
23 J. Other studies137 have also shown that the
BVID energy can be expected to be 0.61.5 J per
mm of laminate thickness for laminates of thickness up to 4mm. Even though the impact energy
required to cause BVID is not strictly linear with
the laminate thickness, this is found to be a good
parameter to work with in preliminary design and
for planning of tests. Exploring the damage caused
by sharp tools such as screw driver as against
that caused by blunt objects, Geier et al138 have
shown that the damage caused by falling hammer is already visible and the strength reduction
is similar to that caused by a 6 mm hole. These
experiments also showed that the impact damage
in wet condition is actually less than that in dry
condition. This indicated that for impact damage

tests, the impacting should be done on non-aged


samples which can be later aged and tested to find
the hot-wet CAI. Several studies such as43,45,55,137146
using different types of tests have shown that for
carbon epoxy composites using standard modulus
carbon fibre, the allowable failure strains based on
compression after impact with BVID damage can
be around 39004200microstrains. Results from
one such study145 are shown in Figure 7. Similar
studies134,135,144 have shown that, for tension after
impact the failure strains are higher than those in
compression and are about 4500microstrains.
5.3 Detectibilty of damage
The issue of what is barely visible and the visibility cut-off has received significant attention
over the years. As reported by,140 the US MIL
specifications in 1980s set the dent depth 2.5mm
as criterion for BVID. Other regulatory agencies elsewhere, and in particular for civil aircraft,
have set the visibility criteria to be around 1mm
dent depth or left it to be defined by the method
of inspection used. For example, para 5.8 ACJ
25.603147 states that, It should be shown that
impact damage that can be realistically expected
from manufacturing and service, but not more
than the established threshold of detectibility for
the selected inspection procedure, will not reduce
the structural strength below ultimate load capability. Investigations on composite laminates
have not been always in support of a strong correlation between the dent-dept and the internal damage. For example, the study in148 show
that the dent depth does not correlate well with
internal damage in case of thin (<2.4mm) laminates. Also, there is some amount of relaxation of
the dent and this also needs to be accounted for.

Figure7: Compression after impact. Failure strains for quasi-isotropic laminates. Laminates L1, L2, L3
are 6mm thick with various stacking sequence. Laminate C is 3.6mm thick, Ref.145

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Prakash D. Mangalgiri

Nevertheless, dent depth has come out as a useful


marker of impact damage. In practice, dent depths
of 0.25mm to 1.0mm have been used variously as
criteria for visibility depending upon the distance
of visual inspection (or other specified inspection
method). Boeing, for example, has typically used
0.25 mm0.5 mm dent depth to be visible from
distance of 5 feet in typical lighting condition as
BVID condition.149 A comprehensive study and
discussion of various aspects can be found in a
recent paper by Cook et al150 which concludes that
detection rates are affected by flaw depth and flaw
width, surface colour and finish, and environment
lighting. It suggests that flaw size limits should be
based on visual tests for worst case (matt blue)
samples and that it is possible to improve the
effectiveness of inspection using specific lighting
arrangements (e.g. grids) and surface paint colours/finishes. There is also some effort to establish
the correlation of dent-depth to internal damage
by analysis. For example, a modelling approach is
outlined in Ref.151 to predict the permanent indentation due to impact.
5.4 Impact on preloaded laminates
Earlier studies such as by Geier et al138 had not
shown any significant effect of preload (while
impacting) on the damage size. However, a more
recent study152 has indicated that such preloading
can increase the damage size when impacted. In
another study153 which uses also impact response
modelling, it has been seen that the effect of inplane preload diminishes at higher impact energies. Effect of compressive preload is studied
in154 through simulation and experiments which
showed increase in deflection and energy absorption, but the effect was not very pronounced. A
study based on FE simulations155 reports that the
span-to-thickness ratio is a fundamental parameter in determining the effect of preload. Under a
tensile preload, the peak stresses caused by impact
were found to be higher than in the case of no
preload. Under compression, the most significant
influence of initial stresses was found at medium
span-to-thickness ratios for preloads comparable
with the buckling load. In other cases, negligible or even beneficial effects were observed. The
study done by DLR Germany156 also found that
while the tension preload did not have much
effect, the compression preload is the most critical case for blunt impact and delaminations grew
quasi-statically for preloads half of the buckling
load. Modelling the dynamics of impact, the study
in157 found that preload can actually raise the CAI
strength if the load approaches the initial buckling
value. However, as the preload approaches the CAI
582

strength the induced delamination can propagate


catastrophically during the impact. On the other
hand, the experimental results of158 showed that
both, pre-tension and pre-compression, influenced the impact behaviour and that the pretension may induce the severe effect for impacted
composite laminates. The experiments of159 also
showed the influence of compressive preload was
to reduce impact tolerance to some extent. Nevertheless, the current standard test practice is not
to pre-load the test specimen for generating CAI
data.
6 Discussion and Future Developments
6.1 Material systems
For the first generation carbon/epoxy composite primary structures, the design driving factors
have been the open hole strength in tension and
the post impact strength in compression. The
overall allowable design strains have hovered
around 4000 microstrains. Imparting toughness
and improving the impact damage resistance and
tolerance appears to be the key to raise the allowable strains to a higher value so as to realise the full
potential of composites. Use of higher grades of
carbon fibres (larger failure strain, more strength)
with toughened matrices is one obvious way and
which has been and continues to be pursued vigorously. It is well established160 that tougher resins
will improve the damage resistance and tolerance
so that CAI can be better. Currently, intermediate
modulus fibers with toughened epoxy or bismaleimide or other resins which have been researched
since late 80s161 are commercially available (see for
example,162) and most of the current aircraft development use those. Later and current approaches
include use of nano-materials: using nano-clay
and carbon nanotubes as reinforcements into the
matrix or as coatings on carbon fibers163166 and
use of glass or aramid fibers and fabrics along with
carbon fibers to create hybrid composites.167168 It
would appear that one may sacrifice the strength
in neat condition if some advantage can be gained
in damage resistance and tolerance so that the
ultimate design allowable values are increased.
This seems to have also inspired use of through
thickness reinforcement, such as stitching and
z-pinning169171 to improve damage tolerance and
thus improve the allowables. There is also an innovative approach to use self-healing materials, and
also combine it with through-thickness reinforcements so that some damage is healed and overall
damage is contained.172173 Yet another aspect of
improving materials is to reduce the hot-wet effect
and this may bring in new materials. With such
newer materials, understanding the behaviour of

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Design Allowable Considerations for use of Laminated Composites in Aircraft Structures

the material with their new features will be the key


to set up design allowables even as the process to
establish design allowables would be on similar
lines.
At the present stressing level of 4000microstrains, fatigue is not a critical issue in the sense
that the laminated composites under in-plane
loads have higher endurance limit and that the
damage progression under in-plane loads is slow
enough to satisfy fatigue life of million cycles.
With the expected increase in allowable strains,
whether the fatigue issues will become critical is
an open issue. Investigations on these lines are of
current and future interest as seen from some of
the research reported.174176
6.2 D
 elamination assessment through
fracture mechanics
Apart from the impact damage, another consequence of the poor out-of-plane tensile resistance
(peel resistance) of the laminated composites is
the delamination of plies. The semi-monocoque
construction of aircraft structures mostly ensures
that the composite structure is subjected to inplane loads; however, there are instances of three
dimensional states of stress which cause peel loads
and one needs to ensure integrity of the structure
under such conditions. The structural features
which are important for such examination are:
ply-drop areas, T-joints (either co-cured or cobonded, bonded) and delaminated sub-laminates
either due to impact or as manufacturing defect. In
general, these are taken care of by proper design,
i.e., proper geometry and provision of load paths.
Thus, they do not directly form the subject matter for design allowable values. On the other hand,
developments in fracture mechanics of composites in last couple of decades have made it possible
to assess propensity to delaminate and also propensity of the delamination to grow once formed.
Fracture mechanical parameters of delamination
toughness represented by such parameters as Critical Strain Energy Release Rates (SERR, denoted
by G) particularly in the opening mode (GIc,
Mode I) and sliding shear mode (GIIc, Mode II)
and the corresponding fatigue thresholds (GIth and
GIIth) then enter into the assessment. The research
done over the years towards finding suitable measure for delamination toughness, has led to ASTM
standards for Mode I and good progress has been
made for standard for Mode II.177181 Concurrently, the FEM analysis of structures along with
the Virtual Crack Closure Technique (VCCT) and
modified VCCT (MVCCT) have enabled determination of SERR at delamination tips.182184 Application of these techniques, particularly where

delamination growth is expected to be self-similar


due to the constrained geometry has been found
to be quite useful in assessment of certain cases
of delaminations, see for example, application to
ply-drop problems,185186 to T-joint problems186
and to delamination growth due to sub-laminate
buckling.186189 A sample result from186 for a delamination in the shoulder of a T-joint and skinstiffener connection is shown in Figure 8.
6.3 Use of modelling and simulation
With increasing availability of computational
power, there has been a significant emphasis in
research community to develop models for progression of failure under various kinds of loading (tension, compression, impact, etc) for the
typical configurations such as, open and filled
holes, T-joints, stiffened plates, etc. (See for
example8081,8384,8890,96,98103,106) and with newer features of materials as mentioned in Sec 6.1. Such
efforts are expected to aid in removing some of the
ignorance factors used to knock down allowable
values. As noted above, the holes and the impact
damage are the two most limiting features, it is not
surprising that these have attracted the attention
of the research community. Some of the efforts are
briefly stated below as a sampling of the research
interest. Much of this research is aimed at creating progressive damage models which can then be
used to predict the strength or other parameters
of interest.
Bearing behaviour is studied in a Ph.D. Thesis79 with emphasis on temperature effects.
References80,81 give a 3-D FEM model to study
effect of clamping loads on bearing failure and
bearing strength. In83 and,90 a Failure Area Index
is developed which is used for failure prediction. The method is shown to work within 20%
of the experimental results. The work in84 deals
with thick laminates and develops modelling
technique for deformation analysis. Work in86,87
develops an analytical tool which can give detailed
information, complementary to the experimental data, on matrix cracking and fiber breakage
onset and growth in composite single-lap joints
with different bolt types and sizes. Work in the
two Ph.D. theses88,89 deal with stresses in multifastener joints. Using elastic analysis and FEM
they derive formulae for stress concentrations in
multiple hole joints considering interactions such
as secondary bending, contact, etc and build models leading to prediction of bearing strength and
joint strength. In,92 the joint geometry effect on
the fracture mechanisms is analysed and a failure
map is obtained, identifying three regions of typical failure modes of mechanically fastened joints.

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Prakash D. Mangalgiri

Figure8: Strain energy release rate for a delamination in the shoulder radius of a T-joint in skin-stiffener
connection. The deformation under internal pressure causes peel stresses on the delamination. The criticality of a size of delamination can be assessed by comparing max SERR (GI, GII) to its critical value (GIc,
GIIc). Source Ref.189

Reference99 uses limit analysis methods to predict


joint collapse load. Rosales et al100 consider various
combinations of failure theories and degradation
models, as well as various ratios of bearing/bypass
loads. Reference101 uses cohesive zone model
to predict open hole compressive strength of a
toughened carbon/epoxy quasi-isotropic multidirectional laminate and investigates the level-ply
scaling or ply blocking effect on notch sensitivity. Reference102 proposes new failure criteria for
joints based on 3-D state of stress and accounting for nonlinear shear stress-strain behaviour.
In103 a model capable of direct simulation of failure of composites containing open holes is presented which correlates well with experimental
data for matrix and delamination crack growth in
graphite-epoxy quasi-isotropic composites with
open hole and with thick plies, where the composite fails in the delamination failure mode. To
complement the theoretical models and to generate test data, there is wide range of exploration
through experiments on newer tougher materials
similar to the ones seen earlier for first generation of carbon-epoxy. For example, Ref.91 reports
experiments over a wide range of temperature,
studying evolution of microscopic damage and
compressive kinking of 0 layers having a major
influence on bearing strength. Experiments using
single fastener in double shear are reported in
584

Ref.105 to study subcritical damage mechanisms of


bolted joints which corroborates use of cohesive
zone elements for such a study. Hot-wet effect on
open hole compression for a tougher material system is studied in94 from the view point of applying hot-wet considerations of aircraft to space
craft. A recent paper106 gives a comprehensive
study on effect of thickness and laminate taper
on the stiffness, strength and secondary bending
of single-lap, single-bolt countersunk composite
joints and argues that significant weight savings
can be obtained by using tapered laminates. Ref.104
consolidates the understanding on joints behaviour into giving a design and analysis guide on
structural joints.
Low velocity impact behaviour and damage
creation is modelled using FEM in Ref.153,190193
Ref.153 also includes damping effects. In,157 the
coupling between impact and preload is simulated using the equations of motion. Reference155
presents a study on the effect of preloading through
finite-element analysis of several impact events on
laminates with different span-to-thickness ratios,
tensile and compressive preloads, both uniaxial
and biaxial. Use of commercial software such as
LS-DYNA for simulation of low velocity impact
with compressive preload is reported in.154 A modelling approach using a damage index parameter
to investigate damage growth and accumulation

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Design Allowable Considerations for use of Laminated Composites in Aircraft Structures

under repeated impact is outlined in.194 Simulation of impact events is used to study strain-rate
effects for toughened composites in,195 whereas a
possibility of increasing CAI by exploring nonsymmetric laminates is explored in.196
7 Concluding Remarks
Choice of design allowable strengths for composite materials has an important bearing on the
entire design process of an aircraft and the final
product and its certification and performance.
We have outlined some important considerations while arriving at design allowable values. In
doing so, we have examined the effort that has
gone into developing underlying understanding
of composite behaviour and its implication for
the allowable values. In particular, we looked into
the hot-wet effect, holes and fasteners and impact
damage. The literature on these issues is really vast
and the references quoted here should be taken as
only representative of the entire effort. No claim is
made to being exhaustive, nor is any claim made
towards relative importance of cited literature
over the omitted ones.
At the present design allowable values, the
potential of composites as aircraft structural
materials remains vastly unrealised. Future efforts
need to be and will be directed towards expanding
the current envelope of usage, such as for example, exploring post-buckling strengths, strength
beyond first-ply-failure, use of non-symmetric
lay-ups and through-thickness reinforcements.
For, this to happen, it is important to develop better understanding of the material behaviour in
those regimes and develop better predictive capability. Better material systems would be explored
and toughness and resistance to hot-wet would be
the target directions. Newer developments such
as Structural Health monitoring can bring in new
thinking about allowable damage which also will
hopefully allow higher design allowables and better utilisation of the potential of composites.
Acknowledgements
Much of my understanding and knowledge of
designing with composites is derived from the
work carried out for the LCA programme during
1980s and 1990s and this forms the cornerstone of
the discussions in this paper reflecting a view from
a practising engineer rather than a research scientist. Many colleagues and collaborators, too numerous to name, from ADA, HAL, NAL, IISc, IITs and
other collaborating institutions have helped me in
learning about composites and their contribution
is gratefully acknowledged. In particular, thanks are
due to Dr. KN Raju, head of the erstwhile National

Team for Composite Wing, and my colleague at


ADA for long time, Dr. K Vijayaraju. Thanks are also
due to my teacher at IISc, Prof B Dattaguru. The
help and guidance received from Dr. AR Upadhya,
Dr. Kota Harinarayana, Shri DY Katti, Shri TGA
Simha and Prof KP Rao through various discussions
from time to time is gratefully acknowledged.
Received 11 September 2013.

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Journal of the Indian Institute of Science VOL 93:4 Oct.Dec. 2013 journal.iisc.ernet.in

591

Prakash D. Mangalgiri

Dr. Prakash D. Mangalgiri graduated from


VRCE (now VNIT) Nagpur and then got his
M.E. (Mech) and Ph.D. (Aerospace) from IISc,
Bangalore. He has worked in various organisations such as, TELCO (now Tata Motors),
IISc, NASA Langley Research Center USA, Aeronautical Development Agency (ADA) Bangalore and General
Motors (R&D), Bangalore. Currently he is Consultant in
the National Programme on Smart and Micro-Systems at
ADA.
Dr. Mangalgiris research interests have developed
around composite materials and smart technology. He has
worked on the entire spectrum of issues in composites
from raw materials to design and analysis and further to
damage tolerance and failure mechanics. His initial work at
IISc and NASA related to joints in composites and failure
mechanics. While at ADA, he worked on development of
primary structures in carbon fibre composites for the Light
Combat Aircraft, developing several aspects of composite
technology and in particular, setting up and carrying out
a large test programme for composite materials and structures. He was instrumental in several pioneering efforts for
development of composites technology in India through
ADA and Aeronautics R&D Board. He has been a key member of the two National Programs for smart materials and
MEMs technology in India. His work at GM-R&D explored
the use of smart materials in automobiles.
Dr. Mangalgiri has published more than 50 papers in
various journals and conferences and has written more
than 100internal technical reports in ADA and GM-R&D.
He has also edited 3 books and has lectured widely. He is a
Fellow of the Aeronautical Society of India and has been
President of ISAMPE and ISSS.

592

Journal of the Indian Institute of Science VOL 93:4 Oct.Dec. 2013 journal.iisc.ernet.in

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