Bearing elastohydrodynamic lubrication: A complex calculation made simple

The lubricant elastohydrodynamic (EHD) film thickness formula is reduced to a simplified form whereby only the rolling-element bearing inside and outside diameters and speed (in revolutions per minute) and the lubricant type and viscosity (in centipoise) at temperature are required for its use. Additionally, a graph is provided for the first time that is based upon experimental data giving an EHD film reduction factor as a function of contact lubricant flow number. This reduction factor accounts for lubricant starvation within the Hertzian contact. A graph relating the ratio of minimum film thickness to composite surface roughness and a lubrication-life correction factor is also provided. The life correction factor is used to determine resultant bearing life

Effects of surface removal on rolling-element fatigue

The Lundberg-Palmgren equation was modified to show the effect on rolling-element fatigue life of removing by grinding a portion of the stressed volume of the raceways of a rolling-element bearing. Results of this analysis show that depending on the amount of material removed, and depending on the initial running time of the bearing when material removal occurs, the 10-percent life of the reground bearings ranges from 74 to 100 percent of the 10-percent life of a brand new bearing. Three bearing types were selected for testing. A total of 250 bearings were reground. Of this matter, 30 bearings from each type were endurance tested to 1600 hr. No bearing failure occurred related to material removal. Two bearing failures occurred due to defective rolling elements and were typical of those which may occur in new bearings

Bearing and gear steels for aerospace applications

Research in metallurgy and processing for bearing and gear steels has resulted in improvements in rolling-element bearing and gear life for aerospace application by a factor of approximately 200 over that obtained in the early 1940's. The selection and specification of a bearing or gear steel is dependent on the integration of multiple metallurgical and physical variables. For most aerospace bearings, through-hardened VIM-VAR AISI M-50 steel is the material of preference. For gears, the preferential material is case-carburized VAR AISI 9310. However, the VAR processing for this material is being replaced by VIM-VAR processing. Since case-carburized VIM-VAR M-50NiL incorporates the desirable qualities of both the AISI M-50 and AISI 9310 materials, optimal life and reliability can be achieved in both bearings and gears with a single steel. Hence, this material offers the promise of a common steel for both bearings and gears for future aerospace applications

Lubricant effects on bearing life

Lubricant considerations for rolling-element bearings have within the last two decades taken on added importance in the design and operation of mechanical systems. The phenomenon which limits the useful life of bearings is rolling-element or surface pitting fatigue. The elastohydrodynamic (EHD) film thickness which separates the ball or roller surface from those of the raceways of the bearing directly affects bearing life. Chemical additives added to the lubricant can also significantly affect bearings life and reliability. The interaction of these physical and chemical effects is important to the design engineer and user of these systems. Design methods and lubricant selection for rolling-element bearings are presented and discussed

Ceramic bearings for use in gas turbine engines

Three decades of research by U.S. industry and government laboratories have produced a vast body of data related to the use of ceramic rolling element bearings and bearing components for aircraft gas turbine engines. Materials such as alumina, silicon carbide, titanium carbide, silicon nitride, and a crystallized glass ceramic have been investigated. Rolling-element endurance tests and analysis of full-complement bearings have been performed. Materials and bearing design methods have continuously improved over the years. This paper reviews a wide range of data and analyses with emphasis on how early NASA contributions as well as more recent data can enable the engineer or metallurgist to determine just where ceramic bearings are most applicable for gas turbines

Incorporating finite element analysis into component life and reliability

A method for calculating a component's design survivability by incorporating finite element analysis and probabilistic material properties was developed. The method evaluates design parameters through direct comparisons of component survivability expressed in terms of Weibull parameters. The analysis was applied to a rotating disk with mounting bolt holes. The highest probability of failure occurred at, or near, the maximum shear stress region of the bolt holes. Distribution of failure as a function of Weibull slope affects the probability of survival. Where Weibull parameters are unknown for a rotating disk, it may be permissible to assume Weibull parameters, as well as the stress-life exponent, in order to determine the disk speed where the probability of survival is highest

Design of Oil-Lubricated Machine for Life and Reliability

In the post-World War II era, the major technology drivers for improving the life, reliability, and performance of rolling-element bearings and gears have been the jet engine and the helicopter. By the late 1950s, most of the materials used for bearings and gears in the aerospace industry had been introduced into use. By the early 1960s, the life of most steels was increased over that experienced in the early 1940s, primarily by the introduction of vacuum degassing and vacuum melting processes in the late 1950s. The development of elastohydrodynamic (EHD) theory showed that most rolling bearings and gears have a thin film separating the contacting bodies during motion and it is that film which affects their lives. Computer programs modeling bearing and gear dynamics that incorporate probabilistic life prediction methods and EHD theory enable optimization of rotating machinery based on life and reliability. With improved manufacturing and processing, the potential improvement in bearing and gear life can be as much as 80 times that attainable in the early 1950s. The work presented summarizes the use of laboratory fatigue data for bearings and gears coupled with probabilistic life prediction and EHD theories to predict the life and reliability of a commercial turboprop gearbox. The resulting predictions are compared with field data

Quantifying oil filtration effects on bearing life

Rolling-element bearing life is influenced by the number, size, and material properties of particles entering the Hertzian contact of the rolling element and raceway. In general, rolling-element bearing life increases with increasing level of oil filtration. Based upon test results, two equations are presented which allow for the adjustment of bearing L(sub 10) or catalog life based upon oil filter rating. It is recommended that where no oil filtration is used catalog life be reduced by 50 percent

Rolling Bearing Life Prediction, Theory, and Application

A tutorial is presented outlining the evolution, theory, and application of rolling-element bearing life prediction from that of A. Palmgren, 1924; W. Weibull, 1939; G. Lundberg and A. Palmgren, 1947 and 1952; E. Ioannides and T. Harris, 1985; and E. Zaretsky, 1987. Comparisons are made between these life models. The Ioannides-Harris model without a fatigue limit is identical to the Lundberg-Palmgren model. The Weibull model is similar to that of Zaretsky if the exponents are chosen to be identical. Both the load-life and Hertz stress-life relations of Weibull, Lundberg and Palmgren, and Ioannides and Harris reflect a strong dependence on the Weibull slope. The Zaretsky model decouples the dependence of the critical shear stress-life relation from the Weibull slope. This results in a nominal variation of the Hertz stress-life exponent. For 9th- and 8th-power Hertz stress-life exponents for ball and roller bearings, respectively, the Lundberg- Palmgren model best predicts life. However, for 12th- and 10th-power relations reflected by modern bearing steels, the Zaretsky model based on the Weibull equation is superior. Under the range of stresses examined, the use of a fatigue limit would suggest that (for most operating conditions under which a rolling-element bearing will operate) the bearing will not fail from classical rolling-element fatigue. Realistically, this is not the case. The use of a fatigue limit will significantly overpredict life over a range of normal operating Hertz stresses. Since the predicted lives of rolling-element bearings are high, the problem can become one of undersizing a bearing for a particular application

Rolling Bearing Life Prediction, Theory, and Application

A tutorial is presented outlining the evolution, theory, and application of rolling-element bearing life prediction from that of A. Palmgren, 1924; W. Weibull, 1939; G. Lundberg and A. Palmgren, 1947 and 1952; E. Ioannides and T. Harris, 1985; and E. Zaretsky, 1987. Comparisons are made between these life models. The Ioannides-Harris model without a fatigue limit is identical to the Lundberg-Palmgren model. The Weibull model is similar to that of Zaretsky if the exponents are chosen to be identical. Both the load-life and Hertz stress-life relations of Weibull, Lundberg and Palmgren, and Ioannides and Harris reflect a strong dependence on the Weibull slope. The Zaretsky model decouples the dependence of the critical shear stress-life relation from the Weibull slope. This results in a nominal variation of the Hertz stress-life exponent. For 9th- and 8th-power Hertz stress-life exponents for ball and roller bearings, respectively, the Lundberg-Palmgren model best predicts life. However, for 12th- and 10th-power relations reflected by modern bearing steels, the Zaretsky model based on the Weibull equation is superior. Under the range of stresses examined, the use of a fatigue limit would suggest that (for most operating conditions under which a rolling-element bearing will operate) the bearing will not fail from classical rolling-element fatigue. Realistically, this is not the case. The use of a fatigue limit will significantly overpredict life over a range of normal operating Hertz stresses. (The use of ISO 281:2007 with a fatigue limit in these calculations would result in a bearing life approaching infinity.) Since the predicted lives of rolling-element bearings are high, the problem can become one of undersizing a bearing for a particular application. Rules had been developed to distinguish and compare predicted lives with those actually obtained. Based upon field and test results of 51 ball and roller bearing sets, 98 percent of these bearing sets had acceptable life results using the Lundberg- Palmgren equations with life adjustment factors to predict bearing life. That is, they had lives equal to or greater than that predicted. The Lundberg-Palmgren model was used to predict the life of a commercial turboprop gearbox. The life prediction was compared with the field lives of 64 gearboxes. From these results, the roller bearing lives exhibited a load-life exponent of 5.2, which correlated with the Zaretsky model. The use of the ANSI/ABMA and ISO standards load-life exponent of 10/3 to predict roller bearing life is not reflective of modern roller bearings and will underpredict bearing lives