LAX07LA106

NTSB accident investigation · Enstrom F-28F · Monmouth, OR · March 6, 2007

Accident · No injuriesLimited investigationFinal report
Date
March 6, 2007, 11:00 local (19:00 UTC)
Place
Monmouth, OR
Injuries
1 uninjured
Damage
Substantial damage
Phase of flight
Maneuvering
Aircraft
N785MEnstrom F-28F
Weather
Visual (VMC) · Day
Status
Completed · report July 30, 2008
Report
Approved by Office Director
Parties
Federal Aviation Administration
FAA report
20070306003369A
Case key
65424

From the NTSB’s public API. By law, NTSB reports can’t be used as evidence in lawsuits over the accident.

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Probable cause

The failure of the main drive belt tension assembly shaft due to high cycle, low stress fatigue.

Sequence of events

NTSB’s coding before 2008: each occurrence and phase of flight, and the causes and factors under it. The codes are defined in NTSB’s coding manual.

Airframe/component/system failure/malfunctionManeuvering - aerial application
Rotor drive system,engine to transmission drive - fatigueCause
Rotor drive system,engine to transmission drive - failureCause
Forced landingDescent - emergency
Hard landingEmergency descent/landing

Analysis

The pilot reported that he was spraying Christmas trees, when the engine experienced an over speed condition and he "lost all power to the transmission." The pilot initiated a forced landing to a field. During the forced landing, the helicopter touched down hard and bent the tail boom. The pilot stated that the engine was producing power, but it wasn't being delivered to the rotor blades. Examination of the helicopter revealed the shaft of the main drive belt tension assembly was fractured, which resulted in the main drive belt disengaging from the transmission. Materials examination of the shaft showed that the shaft fractured due to high cycle, low stress fatigue. The fatigue initiated from multiple origins at the thread root. No material defects specific to the origin were noted, but overall hardness values suggested that the shaft strength was less than typical strength values for the specified material. It remained undetermined whether the strength was above the design minimum since no material specifications for the shaft could be produced by the manufacturer.

Factual narrative

On March 6, 2007, about 1100 Pacific standard time, an Enstrom F-28F single-engine helicopter, N785M, was substantially damaged during a hard landing near Monmouth, Oregon. The helicopter was operated by a private individual, doing business as, Willamette Valley Helicopters, Newport, Oregon, under the provisions of 14 CFR Part 137. Visual meteorological conditions prevailed, and no flight plan had been filed. The commercial pilot was not injured. The local aerial application flight departed a dirt pad near Monmouth about 1050, with a planned destination of Corvalis, Oregon.

The pilot reported that he was spraying Christmas trees, when the engine experienced an over speed condition and he "lost all power to the transmission." The pilot initiated a forced landing to a field. During the forced landing, the helicopter touched down hard and bent the tail boom. The pilot stated that "the engine was producing power, but it wasn't getting delivered to the rotor blades."

Examination of the helicopter revealed the shaft of the main drive belt tension assembly was fractured. The shaft fracture resulted in the main drive belt disengaging from the transmission. The helicopter underwent its most recent annual inspection on January 30, 2007. At the time of the accident, the helicopter accumulated 2,393.2 total hours.

The main drive belt tension assembly was examined by the National Transportation Safety Board Materials Laboratory. Examination of the shaft revealed the fracture was located in the threads above the upper end of the spring housing, 1.58 inches below the lower end of the end fitting, and 2 to 3 threads above the upper face of the jam nut. The thread roots of the shaft were covered in a substance that appeared to be caked grease. The fracture had relatively smooth features and was in a flat plane perpendicular to the shaft axis, features that are consistent with fatigue. Ratchet marks were observed at one side of the fracture identified as the origin area, and fatigue features covered more than 95 percent of the fracture surface. About 1/3 of the surface, including the origin area, appeared relatively darker than the remainder of the surface.

The fracture was examined using scanning electron microscopy (SEM). The SEM examination showed smooth faceted features. The faceted features were consistent with fatigue on crystallographic planes associated with high cycle low stress fatigue in metals such as austenitic stainless steels. The fracture origin was located where the flank of the thread intersected the thread root. Circumferential machining marks were also visible on the thread surfaces.

According to revision A to C of the engineering drawing, the shaft could be manufactured from type 416 or 18-8 stainless steel bar. The shaft was analyzed using energy dispersive x-ray spectroscopy (EDS). The EDS spectrum was not consistent with type 416 stainless steel, but was consistent with an 18-8 stainless steel, such as a type 302 stainless steel. No strength requirements were present on the engineering drawing, and a manufacturer representative was unable to produce a material specification that included a hardness or strength requirement. According to the Aerospace Structural Metals Handbook, the typical hardness of type 302 stainless steel cold drawn bar is 212 BHN, which corresponds to an approximate tensile strength of 114,000 pounds per square inch. The failed shaft hardness was 186 BHN, which corresponded to a tensile strength of approximately 89,000 pounds per square inch.

Aircraft

Registration
N785M
Reported as
Enstrom F-28F
Category
Helicopter
Serial number
785
Airframe hours
2,393.2
Engine
Lycoming HIO-360-F1AD, 225 horsepower, reciprocating
Damage
Substantial damage
Flight
Aerial application · Part 137
Registered owner
Louis A. Fusco
Airworthiness certificate
Special, Restricted (Special)
Last inspection
Annual · January 1, 2007
Departed
Monmouth, OR
Destination
Corvalis, OR

Matched to the registry by N-number and the event date; the registry’s history has gaps, so older matches can be wrong. Compare the reported make and model.

Flight crew

As NTSB recorded them. NTSB leaves out names.

Role
Pilot
Age
52
Injuries
None
Certificates
Commercial, Private
Airplane ratings
Single-engine land
Medical
Class 2, Without waivers/limitations
Last flight review
January 1, 2007
Seat
Left
Flight hours
8,017 total · 7,817 in this make and model · 7,967 as pilot in command · 25 in the last 90 days · 20 in the last 30 days

Weather

Conditions
Visual (VMC) · Day
Wind
180° at 3 knots
Visibility
10 statute miles
Lowest ceiling
None
Temperature
54 °F, dew point 45 °F
Altimeter
30.10 inHg

FAA reports on this event · 1

The FAA’s own accident and incident reports, matched to the aircraft by N-number and date.