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What is This?
Abstract: In another work, the authors presented an analysis of stresses in wound coils under the
assumption that the coil could be modelled as an orthotropic linear material. In this paper the authors
extend the theory to the case where the constitutive relations of the coil material are non-linear. The
approach adopted for both the linear and non-linear theory differs radically from that usually
reported in this eld of research. Instead of the traditional ‘forward solution’ of calculating stresses
for a given winding policy, an ‘inverse solution’ is obtained in which the winding stresses required to
achieve specied stress distributions in a coil are calculated. Stress distributions required to avoid
coiling problems can often be specied. This method can therefore offer considerable advantages in
industrial applications, since winding stresses required to achieve a specied stress distribution in a
coil can be calculated directly. The non-linear solutions are compared to those for the linear case for
different winding stresses and coil properties. An example of the effect of modifying the stress
distribution in a coil on the winding stress is given to illustrate the advantage of this method.
1 INTRODUCTION
T he M S was received on 15 A ugust 2002 and was accepted after revision
for publication on 16 S eptember 2003.
* Corresponding author: BHP S teel R esearch L aboratories, PO Box This paper details the extension of another work by
202, Port Kembla, N S W 2505, A ustralia. the authors on stresses in wound coils {1}, which
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28 F R de HOOG , W Y D YU EN, M COZIJN SEN AN D H -N HUYN H
investigated winding policies to achieve a target inter- main result was the derivation of a winding policy that
wrap stress distribution under the assumption that the ensures a target inter-wrap pressure distribution at some
coil could be modelled as a linear orthotropic material. specied time in a coil’s history, such as when the
Specically, it extends this work to the case where the mandrel is removed. Essentially, it complements the
constitutive relation is non-linear. The new model also theory developed by Altmann {3}, who derived simple
includes non-linearities due to large displacements, analytic formulae for the stress distribution for a given
which are important for ‘soft’ materials such as paper winding policy. Thus, Altmann’s results can be thought
and plastics. H owever, as the primary motivation for of as solving a ‘forward’ problem while the results in
this study was to develop winding policies for metal coils reference {1} solve the ‘backward’ problem.
where these effects are not important, the focus will be Although the solution derived under the assumption
on the case when displacements are small. F or the same of a linear stress–strain constitutive relation gives stress
reason, the model development focuses on the case distributions that are qualitatively correct (particularly
where the material is assumed to be in plane strain. The for materials that are not too ‘soft’, such as metal strip),
analysis is essentially the same for plane stress. experiments with coiled material have demonstrated
As described in reference {1}, wound coils or rolls marked deviation from linearity. Indeed, experiments
store essentially at strip compactly without folding or show clear evidence of hysteresis so that even the
cutting and typically strip is wound and unwound a assumption of an elastic material is strictly incorrect.
number of times before its end use. The variety of N evertheless, models that incorporate a non-linear
material that is wound into coils or rolls is very extensive elastic stress–strain relationship do appear to mimic the
and includes magnetic tape, paper, cellophane, plastics, measured inter-wrap pressure quite well for the ‘forward’
fabric and metals such as aluminium and steel. problem. This has motivated the present work, which
G enerally, coils are wound on to a core which typically addresses the ‘backward’ problem for such materials. As
consists of a mandrel and former, as shown in F ig. 1, mentioned in reference {1}, this problem appears to have
which illustrates centre winding. Often, the mandrel is received relatively little explicit attention in the literature,
removed after the coil is wound (as shown in F ig. 2) and although the closely related problem of determining
unwinding takes place on another mandrel. H owever, appropriate winding policies has been addressed pre-
there are a number of other ways that coils or rolls can viously in H udzia et al. {4} and Cozijnsen and Yuen {5}.
be wound, including surface winding, where the coil is It should be borne in mind that various extensions to
nipped by an exterior roll which is driven, or a the theory of forward ‘coil winding’ have been proposed
combination of centre and surface winding. A good to account for:
overview of the various winding methodologies may be
(a) relaxation effects, which are important in the
found in R oisum {2}.
storage of magnetic tape {6–8};
Stresses wound into a coil provide its structural
(b) non-linear material properties {9, 10};
integrity via the frictional forces between the wraps. F or
(c) large deformations, which are important for ‘soft’
a coil with inadequate inter-wrap pressure, the wraps
materials such as paper and plastics {11, 12};
may slip or telescope (causing surface scufng) or the
(d) air entrapment, which is important in high-speed
coil may slump and collapse. On the other hand, large
coiling {13, 14};
internal stresses can cause increased creep and stress
(e) centrifugal forces, which are important in high-
relaxation phenomenon, collapse at the bore, stress
speed coiling {15–17}; and
wrinkling and rupture of the material in the coil.
(f ) three-dimensional effects {18–20}.
In reference {1}, the material was modelled as a linear
orthotropic material with small displacements. The Clearly, there is also scope for extending the theory for
the inverse problem developed in this paper to include
some of the additional extensions listed above.
M uch of the work in the literature on coil winding is,
in the authors’ view, somewhat unsatisfactory in the
sense that it is based on discrete models (this is logical
since the wrap has a nite thickness) and takes the form
of pseudo computer algorithms. As a consequence, the
models are often quite difcult to assess, particularly for
the case of nite displacement where there is a need to
keep track of second-order terms. Almost always, the
discretization used in practice does not correspond to
the physical dimension (i.e. the wrap thickness), which
means that the results are meaningless unless the nite
models converge to a continuous model in the limit
Fig. 1 Schematic of centre winding when the wrap thickness goes to zero. The authors
Proc. Instn M ech. Engrs Vol. 218 Part C: J. M echanical Engineering Science C13102 # IMechE 2004
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PR EDICTING WINDING STRESSES F OR WOUND COILS OF NON -LINEAR ORTH OTR OPIC M ATER IAL 29
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30 F R de HOOG , W Y D YU EN, M COZIJN SEN AN D H -N HUYN H
f…sr , sy † : F…g…sr , sy †, f …sr , sy †† …7† Equation (14) can be viewed as either a second-order
equation for u (technically a partial differential equa-
then tion, but really an ordinary differential equation for
xed R ) or as an equilibrium equation that gives a
qf constraint on the stresses. In addition, boundary terms
er ˆ …8† from the variation yield
qsr
qf At r ˆ R c :
ey ˆ …9†
qsy 0
2pr…r†sr …R , r† ˆ S m …r…r†f …sr …R , r†, sy …R, r††
As discussed in another paper {1}, the azimuthal strain, ¡ …r ¡ r…r††† …15†
ey , and radial strain, er , are related to the radial
displacement of a particular wrap, u, by {where equations (5) and (10) have been used to
substitute for u…R , r†} and
r ‡ u ¡ r…r† At r ˆ R :
ey ˆ …10†
r…r†
sr …R , r† ˆ 0 …16†
qu
er ˆ …11†
qr On the outer radius R , the azimuthal stress, sy …R , r†, is
specied, i.e.
where r…r† is the radial location of the wrap if it were not
constrained by wraps that had been wound into the coil At r ˆ R :
previously.
sy …R , r† ˆ sw …R † …17†
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PR EDICTING WINDING STRESSES F OR WOUND COILS OF NON -LINEAR ORTH OTR OPIC M ATER IAL 31
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32 F R de HOOG , W Y D YU EN, M COZIJN SEN AN D H -N HUYN H
Poisson ratio. These are the most common assumptions (45) to (48) with respect to R ) to obtain
made in modelling of stresses in wound coils. µ ¶¼
q q qp…R , r†
F rom equations (26) and (38), ¡ r r
qr qr qR
q E q~ g…p…R , r†† qp…R, r†
‰rp…R , r†Š ‡ sy …R , r† ˆ 0 …39† ‡ ˆ0 …49†
qr 1 ¡ n2 qp qR
and from combining equations (27), (4), (5), (39), (36) subject to the boundary conditions
and (37),
At r ˆ R :
q E
…rsy …R , r†† ‡ g~…p…R , r†† qp…R , r† sw …R †
qr 1 ¡ n2 ˆ …50†
E d qR R
ˆ ‰r…r† ¡ rŠ …40†
1 ¡ n2 dr At r ˆ R c :
µ ¶
subject to the boundary conditions qp…R , r† q qp…R , r†
¡b r ˆ0 …51†
At r ˆ R : qR qr qR
Proc. Instn M ech. Engrs Vol. 218 Part C: J. M echanical Engineering Science C13102 # IMechE 2004
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PR EDICTING WINDING STRESSES F OR WOUND COILS OF NON -LINEAR ORTH OTR OPIC M ATER IAL 33
stress s
^ y …r† and equilibrium position r…r† are known, the As for the forward problem, using equations (4), (5),
stresses during winding can be calculated from equa- (36) and (37) in equation (57) gives
tions (14) and (21), subject to the boundary conditions
q E
given by equations (16) and (19). The required winding ‰rsy …R , r†Š ‡ g~…p…R , r††
stress is simply sw …R † ˆ sy …R , R † {see equation (17)}. qr 1 ¡ n2 ¼
q E
¡ sy …R , r†Š ‡
‰r^ g~…p^…R, r†† ˆ 0 …60†
qr 1 ¡ n2
3.5 Small displacements—inverse problem where g~ is given by equation (58).
Equations (59) and (60), with the boundary condi-
U nder the assumption of small displacements, the
tions given by equations (41) and (43), can be solved for
inverse problem uncouples substantially. F rom equa-
sy …R, r† {and p…R , r†}. The required winding stress is then
tions (52) and (53),
given by sw …R † ˆ sy …R , R †. This system of equations
d contains the arbitrary constant sw …R c †, the winding
¡ ‰r^
s r … r† Š ‡ s
^ y … r† ˆ 0 …55† stress at the core, as a term in the boundary condition.
dr
d d
‰rf …s
^ r …r†, s
^ y … r† † Š ¡ g … s ^ y …r†† ˆ ‰r…r† ¡ rŠ
^r …r†, s
dr dr
…56† 4 RESULTS AND APPLICATIONS
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34 F R de HOOG , W Y D YU EN, M COZIJN SEN AN D H -N HUYN H
Fig. 3 Comparison of specied and calculated winding stresses for two different winding tension proles
linearity arises from the pressure dependence of the F or the linear case, g~…p† can be approximated by
function g~ in the radial stress–strain relationship
t gp
{equation (36)}. H igh winding stresses result in high g~…p†& …61†
inter-wrap pressures while ‘soft’ coils have low values t sEg
for E g. Both result in large values of p/E g in the These linear calculations are equivalent to the ‘inverse
exponential term of g~ {equation (58)}. solution’ for the linear model described in reference {1}.
F or this comparison the non-linear inter-wrap pressure
and hoop stress distributions after mandrel removal of
F igs 4 and 5 were used as target stresses for both the
non-linear and linear inverse model. The results are
4.3 Comparison between the non-linear and linear
given in F igs 6 and 7. Again the largest differences
‘inverse solution’
between the non-linear and linear solutions occur for
Calculations for the inverse model, i.e. calculation of high winding stresses and fairly ‘soft’ coils (i.e. with a
the winding stress required to achieve specied stress low value of E g). As expected, the non-linear model
distributions in the coil, are now compared to the predicts a lower winding stress as the coil material
linearized model (valid for small inter-wrap pressures). becomes ‘harder’ as the inter-wrap pressure increases.
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PR EDICTING WINDING STRESSES F OR WOUND COILS OF NON -LINEAR ORTH OTR OPIC M ATER IAL 35
Fig. 4 Comparison of the inter-wrap pressure and hoop stress distribution for the non-linear and linear
‘forward solutions’ for low and high nominal winding stresses (sw/s0 as for F ig. 3b, E g ˆ 10 M Pa,
t g ˆ 2 mm)
Fig. 5 Comparison of the inter-wrap pressure and hoop stress distribution for the non-linear and linear
‘forward solutions’. Case (a) is for a coil with low compressibility, i.e. high value of E g. Case (b) is for
a coil with a low value of E g. Both cases have the same winding stress prole sw as for F ig. 3b and
t g ˆ 0.5 mm
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36 F R de HOOG , W Y D YU EN, M COZIJN SEN AN D H -N HUYN H
Fig. 6 Comparison of the winding stress using the non-linear and linear inverse models for (a) a low nominal
winding stress and (b) a high nominal winding stress. The non-linear interwrap pressure distribution
after mandrel removal of F ig. 4 was used as the target residual stress prole for both linear and non-
linear solutions (E g ˆ 10 M Pa and t g ˆ 2 mm)
Fig. 7 Comparison of the winding stress using the non-linear and linear inverse models. Case (a) is for a coil
with low compressibility, i.e. a high value of E g. Case (b) is for a coil with a low value of E g. Both cases
have the non-linear interwrap pressure distribution after mandrel removal of F ig. 5 as the target
residual stress prole and t g ˆ 0.5 mm
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PR EDICTING WINDING STRESSES F OR WOUND COILS OF NON -LINEAR ORTH OTR OPIC M ATER IAL 37
Fig. 8 Effect of the target hoop stress distribution on the required winding stress prole
directly. The preferred stress distributions vary depend- satisfy the equilibrium equation for stresses {equation
ing on the particular coiling operation and type of coil. (52)}, as well as the boundary conditions, before the
In order to alleviate tight-bore collapse problems, it is required winding stress proles can be calculated. The
usually desirable to keep the compressive stresses near calculated winding stress proles to achieve these
the bore after mandrel removal to a minimum, especially modied hoop stress distributions are shown in F ig. 8b.
for thin strip. Excessive radial pressure at the bore
during coiling should be avoided in order to prevent
possible partial collapse of the mandrel segments {23}.
On the other hand, inter-wrap pressure distributions in 5 CONCLUSION
the coil during and after coiling need to be sufciently
high to prevent inter-wrap slippage. Examples of wind- This paper presents a novel approach of analysing
ing stresses required to achieve modied tangential stresses in coils, modelled as an orthotropic material, for
(hoop) stress distributions are given in F ig. 8. F igure 8a the case where the constitutive relations are non-linear.
shows the original residual hoop stress in a coil for a Instead of calculating stresses for a given winding
winding stress prole typical for thin gauge coils (the policy, an ‘inverse solution’ is obtained in which the
winding stress prole of F ig. 3b). H igh compressive winding stresses required to achieve specied stress
stresses near the bore can lead to possible problems with distributions are calculated. R esults for this non-linear
coil collapse. H ence the original hoop stress distribution model are compared to previous work for the linear
is now modied so as to move the minimum stress case. The inverse solution has the advantage of being
further into the body of the coil, as illustrated by the able to determine the winding policies required to
modied proles A and B. N ote, however, that the inter- achieve the desired stress distributions in the coil
wrap pressure, p, corresponding to the modied hoop directly. To illustrate this, examples of winding stresses
stress distributions, has to be redetermined so as to for modied stress distributions in the coil are given.
C13102 # IM echE 2004 Proc. Instn M ech. Engrs Vol. 218 Part C: J. M echanical Engineering Science
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38 F R de HOOG , W Y D YU EN, M COZIJN SEN AN D H -N HUYN H
Proc. Instn M ech. Engrs Vol. 218 Part C: J. M echanical Engineering Science C13102 # IMechE 2004
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