ROLLING ELEMENT BEARINGS MEEG304

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Examine Bearings Before Class not time in class for everyone to see when discussing see comments on sheets beside the bearings Bearing A-frosted band in raceway is normal pattern Bearing B-spall in raceway, detect with vibration Bearing C1-self aligning Bearing C2-spalls 180 0, marks 180 0, fretting on bore Bearing D-photo, melt/bent shaft, inner ring blue & dented by balls, balls blue, outer ring straw color Bearing E-shaft spun in bearing Bearings F1 & F2-pillow block, spherical seat brg. in housing, eccentric lock to shaft, F1 clicks as rotates Notice surface finish on misc. balls & cutaway ring Background W. B. Fagerstrom PE PhD Mech. Engr. Consultant (stress & vibration) at DuPont worked on process machinery to improve reliability (health) of process equipment quality of product produced d by process equip. did computer modeling & made measurements measurements reveal behavior/phenomena what & how much; values for computer modeling learned bearing s physical behavior as problem solver, I m Im not bearing expert Besides machinery: buildings, ship, helicopter, distillation column, piping, customers facilities Agenda Introduction Bearing Function Bearing Parts & Types Mounting on Shaft & in Housing Physical Behavior of a Rotating Bearing Design & Engineering Tolerances, Fits & Clearances Forces & Life Lubrication Selection/Calculations: Textbook vs. Catalogs Case Histories-CSI Forensics (Post Mortems) Illustrate Bearing Behavior, Design & Engineering Introduction-Function, Parts, Types, Mounting, & Behavior Function-are joints between rolling & stationary most machines have multiple bearings #rolling element brgs.>>#journal brgs. (oil film) Fascinating Physical Behavior clearances about 0.0001 inch for typical bearing hydroplaning on thin oil film, millionths of inch illustrate bearing defect frequencies Bearing Parts in textbook plus seals & shields Bearing Types & Ratings Mounting of Bearing on Shaft & in Housing 1

Questions- Oil Film Thickness Why is an oil film beneficial for a brg.? avoid metal to metal contact, asperities touching, hi stress Is there an oil film at zero rpm (speed)? no How is oil film thickness created? hydrodynamic action, rolling action oil is squeezed out What happens if the oil film is too thin? asperity contact high stresses surface/bearing failure If brg. rpm increases, oil thickness inc/dec? If oil viscosity increases, oil thickness inc/dec? If bearing temp. rises, oil thickness inc/dec? Bearing Parts, shown in Textbook balls Shields & Seals not shown in textbook, see backside of handout Types & Ratings on backside of handout 2

Pillow Block Housing w/bearing common in air handlers(fans) & pumps Mounting-on Shaft, in Housing Shoulder on Shaft in Housing (best) Locking Tab Nut Note split halves Taper Tightening Taper Lock with Spanner Wrench & feeler gage to expand inner ring (reduces internal clearance) Typical Bearing rotating inner ring, stationary outer ring load-radial only, stationary, on inner ring, often vertical horizontal shaft 3

Intro-Bearing Defect Frequencies 3 Defects (spalls) Outer ring Inner ring Ball Calculating Bearing Defect Frequencies If a bearing with 10 balls has dimensions so that the separator rotates 40% in 1 shaft revolution, how many balls pass the outer ring (green spot) in one shaft revolution? If 3600rpm the outer ring defect frequency is 10x0.4x3600=14,400 cpm=240 Hz -ditto pass the inner ring (yellow spot) in 1 rev? inner ring defect freq. is 10x0.6x3600=21,600 cpm=360 Hz Show animation of bearing defect frequencies Design & Engineering-1 Tolerances, Fits & Clearances these 3 are mutually exclusive Tolerances of components, 5 ABEC grades, for 2 brg. grade 1~0.0005 0005, 3~0.0004, 0004 5~0.0003, 0003 7~0.0002, 0002 9~0.0001 0001 Fitsbearing to shaft & bearing to housing fits per tables, vary with loading condition & bearing size Clearances (internal, radial) 50mm bore brg. clearance 0.00055 inch mounting (interference fit) & running removes ~80% clearance clearance shifts to unloaded side (top) changes in fit, load & thermal growth alter clearance Forces Design & Engineering-2 Forces & Life Typically used: static wt., drive forces, dynamic forces Often overlooked: misalignment, restrain thermal growth Life Life based on fatigue failure using contact stresses Fatigue Life=Constants x (brg. rating/applied load) 3 If radial & axial loads, applied load=x radial + Y axial Factors Limiting Life & % of bearings in that factor Reach Fatigue Life (8%) Poor Fabrication (8%) Under Designed (16%) Poor Handling & Install (33-%) Poor Lubrication (33+%) 4

Design & Engineering-3 Lubrication & Selection/Calculation Lubrication Purpose film between ball & raceway so no contact lubricate sliding between separator & balls protect surfaces from rusting/corrosion carry away heat Oil vs. Grease oil is ideal, grease is oil in a carrier/thickener Systems grease, oil reservoir, re-circulating oil increasing cost, complexity & performance Selection/Calculation-Textbooks vs. Catalogs Textbooks limited data, only a few bearing sizes & types Bearing catalogs have full range sizes/types & recommended fits Catalogs in pdf at skf.com mrcbearings.com ntnamerica.com Case Histories with Forensics Illustrate Behavior, Design & Engr. Bearing Wear Pattern-Good Brg-A; frosted band in center of inner raceway Defect Frequency so detect faults before failure Brg-B; spall on outer raceway Brg-C; spalls 180 0, marks 180 0,oval ring, hsg. ecc. Brg-D photo melted/bent shaft; taper lock not tight Brg-E shaft spinning in brg.; hi temp environment; designed for thermal growth of shaft but not for brg. Thick-Thin Coating Bands on Sheet Sheet (Web) Coating Process Sheet movement thru coating process Coating Applied Sheet width Brg. Brg. 5

Marks on Bearing C Inner Surface of Outer Ring 2 rows of fading spall marks, repeat in 180º If Outer Ring of Bearing is Distorted, Oval Shape 180º Outer Surface of Outer Ring 2 frosted lines 180º apart, begin with inner spall marks smaller diameter Then potential negative clearance (interference) in bearing at 2 points 180º apart If Top of Bearing Housing Reversed If Top of Housing is Reversed Distorts Outer Ring smaller diameter zero clearance in bearing at 2 points 180º apart will give us the wear pattern seen Inner Surface of Outer Ring 180º Outer Surface of Outer Ring 6

Sheet (Web) Coating Process Bad Bearing Caused Thick-Thin Bands bad bearing Coating Applied Brg. Brg. Sheet width Bearing D Bearing Failure Wrecks Motor-Fan left to right Brg. Hsg. (outboard brg., near motor), Shaft, failed Brg. (inboard brg. near fan) 7

Bearing D Details of Shaft & Failed Brg. They had tightened bearing on shaft, didn t realize needed expand inner ring using a spanner wrench & feeler gage to check clearance, so bearing became loose & shaft was rotating faster than bearing (rub-heat) Grease Eating Worms Attack Bearing Believe It? What is Hottest? What Does That Indicate? Brg.-E high temp. environment Bearing bore polished, looked like shaft spinning in bearing Used in a very hot process @low rpm How much a 1 shaft grow if 400ºF rise? α=6 10E-6 in/in ºF Client started with recommended shaft-bearing fits to size shaft then re-sized shaft to allow for its thermal growth of 0.0024 Your thoughts on their procedure? So problem and correction were? Shaft & Bearing both rise about 400ºF so both grow about the same & no re-sizing needed for shaft 2 nd problem-rusting, using special aerospace hi temp grease, I brought in engr. from grease mfg., him recommended anti-rust inhibitor (option with this special grease) & rec. buying a cheaper (5x?) non-pedigree version of the grease, message-suppliers can help you Recap Introduction Bearing-Parts, Types & Mounting on Shaft, in Hsg. Physical Behavior millionths, hydroplaning, def. freq. Design & Engineering g Tolerances, Fits & Clearances mutually exclusive Forces & Life most bearings don t fail from fatigue Lubrication oil best, grease easiest Need catalogs not texts to select/calculate brgs. Case Histories with Forensics Illustrate Clearances-tight & critical Mounting-good/bad shaft/housing Defect Frequencies-catch early avoid catastrophic Thermal Growth can be tricky in bearing Forensics can find cause (CSI), save corpse Imply-surface finish & tolerances are very good 8

Summary-Questions Name the major parts of a bearing Types-most common, good axial, very good radial Best way to mount a brg. to shaft, 1 other way Difference-Tolerances, Fits, & Clearances Forces-name 1 recognized, 1 unrecognized Life-relationship to load, what if axial & radial load, name 2 reasons brgs. don t reach rated life Lubrication-2 purposes, merits of oil vs. grease How did a case history illustrate brg. fundamental Discuss physical action between ball & raceway How solve problems with forensics or brg. freq. Introduction-Function, Parts, Types, Mounting, & Behavior Function-are joints between rolling & stationary most machines have multiple bearings #rolling element brgs.>>#journal brgs. (oil film) Fascinating Physical Behavior clearances about 0.0001 inch for typical bearing hydroplaning on thin oil film, millionths of inch illustrate bearing defect frequencies Parts Textbook Figs. 11-1 &13, seals & shields * Types & Ratings * Text Figs. 11-2 & 3 Mounting Text Figs. 11-8, 19, 20, 21, 22, & 23 + pillow block* & mounting * * shown on the reverse side of handout 9