AC 29-2B

Historical

Advisory circular · Certification of Transport Category Rotorcraft

A newer version is currentThis is a historical version. AC 29-2C CHG 9 is the version in force, approved June 23, 2023.
Approved
July 30, 1997
Last reviewed
January 23, 2001
Cancels
AC29-2A
Cancelled by
AC29-2C
Family
AC 29-2 · 13 versions
Revision
B
14 CFR parts
29

Guidance, not mandatory unless a rule or AD requires it. DRS record last changed November 22, 2025.

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7130/97 AC 29-2B qualification tests for 30-second/2-minute OEl ratings. This new paragraph also allows for the 30-second/2-minute OE portion of the endurance test to be accomplished on a representative bench test stand using the drive system components which can be adversely affected by these tests. Amendment 29-40 doubles the endurance test time for 2-minute OEl for each power section.

b. Procedures.

(1) For accomplishment of the endurance test for 30-second/2-minute OEI, Paragraph 29.923(b)(3) requires that immediately following one of the 5-minute power on takeoff runs of § 29.923(b)(1) each engine must simulate a power failure and each engine providing power after the failure must apply the maximum torque and maximum speed for use with 30-second OEl power. This power level should be maintained for at least 30-seconds. The 30-second OE power should then be followed by an application of the maximum torque and maximum speed for 2-minute OEI power for at least 2 minutes. After the 2-minute OE power application the power should be reduced to and stabilized at 30-minute or continuous OE, (whichever rating the rotorcraft will be certified with). After the power has been stabilized, the maximum torque and maximum speed for use with 2-minute OEI power should be reapplied for at least 2 minutes.

Figure 423A-1 shows a graphic representation of the ten-hour test cycle with the 30-second/2-minute OE segment included for each engine presented in Figure 423A-3.

This figure shows the OEl test segment being accomplished immediately following a 5 minute takeoff run. The OEl test segment can be accomplished after any of the 5-minute takeoff run segments. Paragraph 29.923(b)(3) also requires that one of the 30-second/2-minute OEI segments for each engine be accomplished from the flight idle condition.

(2) Additionally, due to the damage inflicted on the engines and the ensuing cost caused by operating the engine at these powers, the 30-second/2-minute portion of the endurance test can be accomplished on a bench test rig found to be representative of the rotorcraft. The representative bench test rig should have the ability to generate the torques, speeds, torsional vibration frequency, and engine acceleration rate generated by the actual installation. The power should have the same method/path of application as that used on the rotorcraft. The test rig should be configured with the same components used for conducting the endurance test on the rotorcraft except that the test components not affected by asymmetric power application may not have to be installed (i.e., if a separate combining gearbox is used it may not be necessary to have the main transmission installed on the bench test rig).

(3) When conducting the bench test for 30-second/2-minute OEI, it is not necessary to reaccomplish the takeoff portion of the endurance test. The simulated power failure and application of 30-second/2-minute OE power by the remaining power section should be accomplished after the input power has stabilized at takeoff power.

The takeoff portion of the endurance test should be accomplished on the rotorcraft.

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424. § 29.927 (Amendment 29-17) ADDITIONAL TESTS.

a. Section 29.927 (a):

(1) Explanation. This paragraph is authority to require any special tests or investigations to establish that the rotor drive system is safe.

(2) Procedures. The certification engineer should review the design of the rotor drive system and its installation and intended operation for features or conditions that may not be adequately qualified in the tests prescribed by this Part. Additional qualification test programs should be developed and accomplished to ensure safe operation of the system. Items of interest would include poorly defined load paths associated with redundant design features, flight deflections of structure, mounting arrangements which may not be properly qualified by ground tests, and special or unusual operating procedures which are anticipated by the applicant.

b. Section 29.927 (b):

(1) Explanation. This paragraph prescribes testing to qualify the rotor drive system for the power excursions to be expected with governor-controlled engines wherein the engine power changes automatically to maintain rotorspeed at preselected values. At high collective flight control displacements, the normal rotor speed droop will result in governor-controlled engines automatically accelerating to maximum fuel flow or to any other power, speed, temperature, or torque limiting device, regardless of crew action or artificially established limitations reflected by instrument markings. This high power condition can occur typically during a normal landing when the crew applies high collective to cushion ground contact or, for multiengine rotorcraft, during any flight regime when an engine fails and the corresponding loss of power results in drooping the rotor speed. Special tests are prescribed by this section to provide assurance that the rotor drive system can safely sustain these conditions. The tests of this section should be conducted without intervening disassembly, and all rotor drive system components should be in serviceable condition after the test. It is permissible but not required that these tests be performed on the same specimen of the rotor drive system used to show compliance with § 29.923.

(2) Procedures. These tests should be conducted on a ground-test rotorcraft conformed to the type design configuration similar to that required for endurance testing under § 29.923. Cyclic and collective control may be set to simulate vertical lift and antitorque control set and/or adjusted to react to main rotor torque. Rotation speed should be maximum normal for the test condition; i.e., for the all-engines test under § 29.927(b)(1), use the maximum RPM for takeoff power. For the one-engine-inoperative (OEI) test of § 29.927(b)(2), RPM droop, if any, that would occur in service, may be allowed. Since the OEl test of § 29.927 (b)(2) usually requires the remaining engine(s) to produce power not usually available under normal atmospheric conditions, some supplemental method, such as refrigerating and/or 666 Par 424

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ramming inlet air, or overfueling the engine, may be required. Alternatively, bench testing (transmission test rig) of the rotor drive system (using only the components subject to the higher OE power, if desired) may be appropriate providing close simulation of the rotor drive system installation environment is achieved. Overtesting, to compensate for inadequacies in the bench test setup may be negotiated with the FAA/AUTHORITY approval office. Note that compliance with § 29.903(b) requires that the remaining engine(s) be capable of continued safe operation under the same conditions as dictated by this test. The engine manufacturer may have already conducted tests adequate to substantiate this requirement. If not, his assistance in testing and the subsequent serviceability finding is imperative.

c. Section 29.927 (c):

(1) Explanation. This paragraph prescribes a test which is intended to demonstrate that in the event of a major failure of the lubrication system used on the rotor drive system, no hazardous failure or malfunction will occur in the rotor drive system that will impair the capability of the crew to execute an emergency descent and landing. The lubrication system failure modes of interest usually are limited to failure of external lines, fittings, valves, coolers, etc., of pressure lubricated transmissions and/or gearboxes.

(2) Procedures. Conventionally, a bench test (transmission test rig) is used to demonstrate compliance with this rule. Since this is essentially a test of the capability of the residual oil in the transmission to provide limited lubrication, a critical entry condition for the test would be the critical eligible lubricant preheated to the transmission oil temperature limit. With the transmission operating at maximum normal speed, with lubricant as described above, with nominal cruise torque applied (reacted as appropriate at main mast and tail rotor output quills), and with a vertical load at the mast equal to gross weight of the rotorcraft at 1g, disconnect or cause a leak in an external oil plumbing device. Upon illumination of the low oil pressure warning (required by § 29.1305), reduce input torque to simulate autorotation and continue rotation for 15 minutes. Apply input torque to simulate a minimum power landing for approximately 15 seconds to complete the test. Successful demonstration may involve limited damage to the transmission provided it is determined that the autorotative capabilities of the rotorcraft were not significantly impaired.

d. Section 29.927 (d):

(1) Explanation. This test is intended to demonstrate that overspeed conditions which may result from control failure or control misapplication will not incur damage to the rotor drive system. Specific conditions for conducting the test are provided in § 29.927(d)(1), (d)(2), and (d)(3).

(2) Procedures. The test may be conducted on a rotorcraft configured for the endurance tests prescribed by § 29.923. Turbine engines involved in the test may Par 424 667

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require fuel control rerigging or operation on the manual fuel control system, if available, to achieve test requirements.

NOTE: Some equivalent safety findings have been issued based on limiting the test speed to that permitted by an independent, reliable overspeed trip device, thus avoiding permanent damage to yokes, engines, etc., involved but not subject to evaluation under this rule.

(3) With collective control set for minimum rotor pitch for smooth operation, the cyclic control positioned for vertical lift, and the antitorque control set in flat pitch, add power to achieve 120 percent of maximum continuous speed and hold this condition for 30 seconds. Deceleration and operation between overspeed runs should be as described in the rule. Acceleration and deceleration must be at maximum rates available to the configuration.

e. Section 29.927 (e):

(1) Explanation. This paragraph sets forth conditions to be normally employed during the overtorque and overspeed tests of this section and authorizes certain exceptions with criteria for justification.

(2) Procedures. None.

424A. § 29.927 (Amendment 29-26) ADDITIONAL TESTS.

a. Explanation. Amendment 29-26 revises and extends the rotor drive system lubrication failure test requirements for Category A rotorcraft in § 29.927(c). Category A rotorcraft should have significant continued flight capability after a failure in order to optimize eventual landing opportunities. Indefinite flight following the lubrication system failure is not expected. The change to the overspeed test requirements in § 29.927 (d) removes the arbitrary requirement of 120 percent and substitutes a more realistic limit related to the operating characteristics of the rotorcraft. This change is needed because the existing 120 percent overspeed requirement may be unnecessarily severe for some rotorcraft. An additional change eliminates the requirement for accomplishing the acceleration phase of the overspeed tests within 10 seconds when the maximum acceleration rate of the engine requires more time. This will avoid special engine fuel control modifications for test purposes which are unnecessary and may damage the engine. Section 29.927(f) was added which requires each individual test specified by this section to be conducted without intervening disassembly and, except for the lubrication failure tests of § 29.927(c), requires each part tested to be in a serviceable (return to service) condition at the conclusion of the test. Intervening dissasembly is unacceptable since it can invalidate the required serviceability findings. The serviceability requirement is needed to ensure that only test results which are satisfactory may be used to show compliance.

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b. Procedures.

(1) Section 29.927(c) prescribes a test which is intended to demonstrate that no hazardous failure or malfunction will occur in the event of a major rotor drive system lubrication failure. The lubrication failure should not impair the ability of the crew to continue safe operation of Category A rotorcraft for at least 30 minutes after perception of the failure by the flight crew. For Category B rotorcraft, safe operation under autorotative conditions should continue for at least 15 minutes. Near the completion of the lubrication failure test, an input torque should be applied for 15 seconds to simulate a minimum power landing following autorotation. Some damage to rotor drive system components is acceptable after completion of the lubrication system testing. The lubrication system failure modes of interest are usually limited to failure of bearings, gears, splines, clutches, etc., of pressure lubricated transmissions and/or gearboxes. A bench test (transmission test rig) is commonly used to demonstrate compliance with this rule. Since this is a test of the capability of the residual oil in the transmission to provide limited lubrication, a critical entry condition for the test should be established.

The transmission lubricating oil should be drained while the transmission is operating at maximum normal speed and nominal cruise torque (reacted as appropriate at the main mast and tail rotor output quills). A vertical load should be applied at the mast, equal to the gross weight of the rotorcraft at 1g, and the lubricant should be at the maximum temperature limit. Upon illumination of the low oil pressure warning required by § 29.1305, reduce the input torque for Category A rotorcraft to the minimum torque necessary to sustain flight at the maximum gross weight and the most efficient flight conditions. To complete the test, apply an input torque to the transmission for approximately 25 seconds to simulate an autorotation. The last 10 seconds should be at the torque required for a minimum power landing. A successful demonstration may involve limited damage to the transmission, provided it is determined that the autorotative capabilities of the rotorcraft were not significantly impaired. For Category B rotorcraft, upon illumination of the low oil pressure warning light, reduce the input torque to simulate an autorotation and continue transmission operation for 15 minutes. To complete the test, apply an input torque to the transmission for approximately 10 seconds to simulate a minimum power landing. A successtul demonstration may involve limited damage to the transmission provided it is determined that the autorotative capabilities of the rotorcraft were not significantly impaired. If compliance with Category A requirements is demonstrated, Category B requirements will have been met.

(2) Section 29.927(d) provides the requirement to demonstrate that overspeed conditions, which may result from control failure or control misapplication, will not result in damage to the rotor drive system. The overspeed endurance cycle and overspeed conditions to be demonstrated are defined in this section. The test may be conducted on a rotorcraft configured for the endurance tests prescribed by § 29.923. Turbine engines involved in the test may require fuel control re-rigging or operation on a manual fuel control system to achieve test requirements. Fifty overspeed runs of 30 +3 seconds should be run on the rotor drive system. The overspeed runs should be Par 424A 669

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alternated with stabilizing runs of from 1 to 5 minutes duration each at 60 to 80 percent of maximum continuous speed.

(i) The maximum speed to be demonstrated during the power on overspeed test is:

(A) The higher of:

(1) The speed to be expected from an engine control device failure;

or,

(2) 105 percent of the maximum rotational speed to be expected in service, including transients.

(B) The maximum speed allowed by a speed limiting device if the device is installed independent of the engine controls and is shown to be reliable.

(II) From the stabilizing run condition, increase power to achieve the maximum speed established from (i) above. Set the collective for minimum blade pitch for smooth operation. The cyclic control should be positioned for vertical lift, and the anti-torque control should be set in flat pitch. Hold this condition for 30 seconds, then decelerate to the stabilizing run condition.

(¡i) The acceleration and deceleration described above should be accomplished in 10 seconds or less except where it can be shown that the certified engine acceleration or deceleration rate exceeds 10 seconds. The time required for acceleration and deceleration may not be deducted from the 30 second overspeed period.

NOTE: Some equivalent safety findings have been issued based upon limiting the test speed to that permitted by an independent, reliable overspeed trip device. This has been done to avoid permanent damage to rotors, yokes, engines, etc., which are involved, but not under evaluation by this test.

(3) Paragraph (f) requires that the overtorque, lubrication system failure, and overspeed tests required by $$ 29.927(b), (c), and (d) respectively be conducted without intervening disassembly during the individual test. After each test, a teardown inspection is performed, and except for the components used in the lubrication system failure test, the components are required to be in serviceable (return to service) condition.

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7/30/97 АС 29-2B

425. § 29.931 (Amendment 29-12) SHAFTING CRITICAL SPEEDS.

a. Explanation

(1) At certain speeds, rotating shafts tend to vibrate violently in a transverse direction. These speeds are variously known as "critical speeds," "whirling speeds," or "whipping speeds." The vibration results from the unbalance of the rotating system and can be shown to reach destructive values with only minimal unbalance. The nature of this phenomena is that as shaft rotational speed increases, residual unbalance in the shaft gives rise to centrifugal forces. These forces cause the shaft to rotate in a bent or bowed configuration with the centrifugal force induced bending loads being balanced by coriolis and elastic forces in the shaft. As shaft rotational speed increases, the centrifugal forces increase to the point at which they exceed the elastic forces in the shaft, and divergence occurs. This point in the speed range is called the critical speed.

At shaft speeds above the critical speed, a 180° phase change occurs; the shaft's mass center moves toward the center of rotation and the amplitude of vibration diminishes with further increases in shaft speed.

(2) The most prominent design option is to operate the shafting subcritical; i.e., below the first critical speed, with adequate margins from critical speed at the maximum allowable speed, including transients. However, another option, that of supercritical shaft operation; i.e., operating above the first or even higher critical speeds with adequate margins between any critical speed for the normal operating speed range.

This latter portion requires some form of fixed system damping to permit safe transition through the critical speed range and to avoid excessive nonsyncronous vibrations or instability in the critical speed mode at suboperating frequency.

(3) A review of typical design practices and drive system arrangements discloses several types of shaft support and loading:

Main rotor/mast/transmission assemblies rigidly mounted to the airtrame;

(її) Main rotor/mast/transmission assemblies compliantly mounted to the airframe;

(iii) Main rotor supported through a bearing arrangement by a rigid nonrotating structure with a coaxial torque shaft driving the rotor;

(iv) Cross-shafting, interconnect shafting, tail rotor drive shafting which are generally supported by gearboxes at each end and by hanger bearings at semispan;

Par 425 671

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(V) Engine to transmission shafting which, for compliant pylons, incorporate flexible or geared coupling, to accommodate the misalignment and chucking; and

(vi) Tail rotor/mast/gearbox supported on the tailboom or near the upper extremity of a vertical fin.

(4) With regard to compliant pylon mountings, recent developments in vibration control have led to rotor isolation wherein the fuselage is isolated from the rotor and transmission, resulting in improved vibration and system reliability. Rotor isolation systems typically entail the installation of isolation devices at the transmission-airframe interface. The crux of rotor isolation is providing adequate, low-frequency isolation without excessive relative displacement or loss of mechanical stability. Rotor isolation affects shaft critical speeds in the following ways:

(i) First, the transmission mounting configuration, system stiffness, and tuning requirements may result in different fore-and-aft and lateral natural frequencies, imposing additional analytical requirements. For compliant mounting, the response while transitioning through the fundamental or rocking modes is generally controlled by dampers or elastomeric elements.

(i¡) Second, the relatively high displacements permitted by the isolation system, depending on configuration, may result in variations in shaft misalignment and length thus adding further complexity to the analytical prediction of critical speeds.

b. Procedures.

(1) Subcritical Shafting Designs. Three basic methods of qualification may be considered, with the required margins relative to the degree of assurance provided:

Analytical.

(A) Simplistic model(s) as shown in Figures 425-1 and 425-2;

35 percent margin shown above maximum operating speed.

(B) Detailed model, taking into account significant variations in shaft stiffness, mass distribution, cone adapters, support bearing stiffness, support structure;

20 percent margin shown above maximum operating speed.

(ii) Analytical supported by tests. Analysis supported by shake test (rotating or nonrotating) or by bench test, where appropriate adjustments are made for differences between the bench and the aircraft; 15 percent margin shown above maximum operating speed.

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(™1) Whirl test on the aircraft.

(A) For all cases, it should be shown that, under maximum permissible unbalance and at the maximum operating speed, the shafting and support structure has acceptable clearance and does not have excessive vibration.

(B) For compliant pylon mountings, damping of the rigid body rocking modes, which are often transitioned during runup to normal speed (and which are not critical flexing modes), may be verified by analysis, laboratory tests, or ground runup with the rotor at maximum permissible unbalance. Damping on the order of 5 percent equivalent viscous damping is generally acceptable.

(C) For tail rotor masts, the analysis should include fixed system structural response including tailboom, fixed control surfaces, and vertical fin. The frequency analysis will then contain both fixed system and rotating system modes. An energy analysis can then be used to identify whether the modes are predominantly fixed system or rotating system modes. Systems with up to 35 percent energy in the rotating system have been operated in the field without significant problems. For this type of shafting installations, it is advisable to avoid fixed system modes at multiples of shaft speed, particularly where highly nonisotropic mountings exist.

(2) Supercritical Shafting Design. Another facet occasionally encountered with shafting is the concept of normally operating at speeds above the critical speed, commonly referred to as "supercritical operation." To function properly, suitable dampers must be installed to enable the shaft to pass safely through the lower critical speed up to the operating speed, and speed controls should be devised so as to avoid any tendency to operate continuously at any critical speed. Accurate balancing of the rotating components will also decrease the energy to be dissipated into the damping device during transition thereby increasing its serviceability and reliability. It should be noted that damper design and locations become more complex as selected operating speed increases through the third or fourth critical frequency. Multiple node points will exist where dampers will not be effective. Production specimen testing at high speed/high torque conditions should include checks for shaft straightness until experience verifies that shaft deflecting is not significant. For system utilizing squeeze film dampers at the support bearings, variations in oil pressure, flow restrictions, and the effects of bearing preload should be evaluated. The effects of shaft and unbalance and the proximity of the damper to bottoming under maximum unbalance should be evaluated.

(3) If the shafting configuration of the rotorcraft includes universal joints or misalignment couplings, a velocity differential will exist across the joint which creates sinusoidal torques and bending moments at both shafts at multiples of the rotation speed. To avoid amplification of these torques and bending moments, the design should preclude coincidence of critical speeds and multiples of normal speeds.

Par 425 673

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АС 29-2B 7/30/97

(4) Note that failure considerations required under § 29.901(d) may result in abnormal rotational speed and torque excursions. Resulting encounters with critical speeds should not create hazards.

(5) Order 8110.9, Handbook on Vibration Substantiation and Fatigue Evaluation of Helicopters and Other Power Transmission Systems, also addresses this subject. This document is distributed to section level and above in all Regional Aircraft Certification Offices.

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Wer M + 0.23m Wer = first critical speed, RAD/SEC = shaft spring rate, LB/IN = 3EI/L 3 = modulus of elasticity = moment on inertia M = mass of weight, LB-SECZ/IN m = mass of shaft, LB-SECZ/IN FIGURE 425-1. CANTILEVERED SHAFT, FIRST CRITICAL SPEED Wer E I U L4 Wer = first critical speed-RAD/SEC u = mass per unit length E = Young's modulus L = length between supports | = inertia of shaft a = a numerical constant: for first critical speed, a = (pi)z = 9.87 The numerical constant (a) for higher critical whirl modes or other shaft support systems may be derived from standard texts on this subject.

FIGURE 425-2. SHAFT BETWEEN SUPPORT BEARINGS, FIRST CRITICAL SPEED Par 425 675

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426. § 29.935 SHAFTING JOINTS.

a. Explanation. This rule requires the design of shafting joints to include provisions for lubrication when such lubrication is necessary for operation.

b. Procedures. Review the design of the rotor drive system for universal joints, slip joints (splines), and other shaft couplings. Lubrication access points (Zerk fittings) should be required unless the design incorporates alternate provisions for lubrication acceptable to the FAA/AUTHORITY.

427. § 29.939 (Amendment 29-12) TURBINE ENGINE OPERATING CHARACTERISTICS.

a. Explanation. This section requires evaluation of engine operation, engine inlet airflow distortion, and engine/drive system torsional stability. A satisfactory rotorcraft design for all three items should be established by the manufacturer early in his development program since changes in design to satisfy these requirements are typically very expensive and will adversely impact other basic design features. The role of the certification engineer is to assure that the manufacturer's evaluation programs have been thorough and conclusive. The certification engineer should also determine, where applicable, that the FAA/AUTHORITY-approved Engine Installation Manual requirements are met.

b. Procedures.

(1) Turbine engine operation.

(i) Explanation. Smooth, stable operation of turbine engines is essential to safety and control of rotorcraft. This can be adversely affected by rotorcraft maneuvers, turbulence, high altitude, temperature, airspeed, and installation reatures such as the engine air inlet duct, exhaust duct, and the location with respect to other airframe items which induce or influence air flow through the engine. Powerplant control displacement rate can also be a factor, although most modern engines incorporate internal protection for this aspect. The engine's tolerance to these factors is reflected as the "stall margin" which is established by the engine manufacturer through design and test. However, this stall margin is applicable only to an engine with a specified inlet and exhaust and at specified altitude, temperature, and effective airspeed. Typically, the specified engine inlet duct is a symmetrical bellmouth and the exhaust is a short straight duct of specified diameter and length. The stall margin, even under the above test conditions, usually varies with engine power, acceleration or deceleration, compressor air bleed, and accessory power extraction.

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