Bearings: Sliding Contact and Rolling contact Subject: Machine Design Code:MEC503 Prof. Nilotpal Banerjee Introduction What is a bearing: Bearing is a mechanical element that permits relative motion between two members with minimum friction. Functions: 1. A bearing assists in free rotation of shafts/axles with less friction. 2. A bearing supports a shaft/axle in proper position. 3. A bearing also takes up the forces on the shaft/axle and may transmit it to the foundation. Types: Bearings can be classified broadly under two categories based on the types of contact they have between the rotating and the stationary member a. Sliding contact b. Rolling contact 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 2 Rolling Contact Bearings Rolling contact bearings are also called anti-friction bearing due to its low friction characteristics. These bearings are used for taking up radial load, thrust load and combination of thrust and radial load. These bearings are extensively used due to its (i) Relatively lower price, (ii) Being almost maintenance free and (iii) For its easy operation. However, friction increases at high speeds for rolling contact bearings and it may be noisy while running. These bearings are of two types, 1.Ball bearing and 2. Roller bearing A typical ball bearing is shown the figure on the right side of this slide, with nomenclature. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur Fig. B1 3 Rolling Contact Bearings…. The bearing shown in the figure in the previous slide is called Single row deep groove ball bearing. It is used to carry radial load but it can also take up considerable amount of axial load. The retainer keeps the steel balls in position and the groove below the steel balls is the inner ring and over it is the outer ring. The outer ring, also called outer race, is normally placed inside a bearing housing which is fixed, while the inner race holds the rotating shaft. Therefore, a seat of diameter d and width B is provided on the shaft to press fit the bearing. This arrangement is shown in the schematic diagram beside. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur Fig. B 2 4 Rolling Contact Bearings…. 1. Single row Angular Contact Ball Bearing. It is mostly used for radial loads and heavy axial loads. 2. Double Row Angular Contact Bearing, has two rows of balls. Axial displacement of the shaft can be kept very small even for axial loads of varying magnitude. 3. Single thrust ball bearing. It is mostly used for unidirectional axial load. Fig. B 3.1 9 November 2022 4. A taper roller bearing which is generally used for simultaneous heavy radial load and heavy axial load. Roller bearings has more contact area than a ball bearing, therefore, they are generally used for heavier loads than the ball bearings. 5. A spherical roller bearing, has self aligning property. It is mainly used for heavy axial loads. However, considerable amount of loads in either direction can also be applied. 6. A Cylindrical Roller Bearing Used for heavy radial load and high speed use. Within certain limit, relative axial displacement of the shaft and the bearing housing is permitted for this type of bearings. Fig. B 3.2 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 5 Cross-sectional views…. Fig. B 4 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 6 Selection of Rolling Contact Bearings In relation to selection, Rolling Contact Bearings have certain criteria on which it is important: 1. Rating life: Rating life is defined as the life of a group of apparently identical ball or roller bearings, in terms of number of revolutions or hours, rotating at a given speed, so that 90% of the bearings will complete or exceed before any indication of failure. Consider 100 apparently identical bearings. All the 100 bearings are put onto a shaft rotating at a given speed while acted upon by same particular load. After some time, one after another, failure of bearings will be observed. When in this process, the tenth bearing fails, then the number of revolutions or hours lapsed is recorded. These figures recorded give the rating life of the bearings or simply L10 life (10 % failure). Similarly, L50 means, 50 % of the bearings are operational. It is known as median life. Figure defines the life of rolling contact bearings. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur Fig. B 5 7 Selection of Rolling Contact Bearings…. 2. Bearing load: If two groups of identical bearings are tested under loads P and P for respective lives of L and L , then, = where, (1) L : life in millions of revolution or life in hours and a : constant which is 3 for ball bearings and 10/3 for roller bearings 3. Basic load rating: It is that load which a group of apparently identical bearings can withstand for a rating life of one million revolutions. Hence, if say, L1 is taken as one million then the corresponding load is, C=P L Where, C is the basic or dynamic load rating. (2) Therefore, for a given load and a given life the value of C represents the load carrying capacity of the bearing for one million revolutions. This value of C, for the purpose of bearing selection, should be lower than that given in the manufacturer’s catalogue. Normally the basic or the dynamic load rating as prescribed in the manufacturer’s catalogue is a conservative value, therefore the chances of failure of bearing is very less. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 8 Selection of Rolling Contact Bearings…. 4. Equivalent radial load: The load rating of a bearing is given for radial loads only. Therefore, if a bearing is subjected to both axial and radial load, then an equivalent radial load is estimated as, P =V × P or P =XVP +Y P (3) Where, P : Equivalent radial load P : Given radial load P : Given axial load V : Rotation factor (1.0, inner race rotating; 1.2, outer race rotating) X : A radial factor Y : An axial factor The values of X and Y are found from the chart whose typical format and few representative values are given the table on the right. The factor C is obtained From the Bearing Catalogue. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 9 The selection procedure • Depending on the shaft diameter and magnitude of radial and axial load a suitable type of bearing is to be selected from the manufacturer’s catalogue, either a ball bearing or a roller bearing. The equivalent radial load is to be determined from equation (3). • If it is a tapered bearing then manufacturer’s catalogue is to be consulted for the equation given for equivalent radial load. • The value of dynamic load rating C is calculated for the given bearing life and equivalent radial load. From the known value of C, a suitable bearing of size that conforms to the shaft is taken. • However, some augmentation in the shaft size may be required after a proper bearing is selected. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 10 The selection procedure Step 1. Determine radial and axial forces and the Diameter of the bearing. Step 2. Type of bearing. Step 3. To determine the value of radial factor (X) and Thrust factor(Y) from the table. and , where C is static load carrying These values depend on two ratios capacity. Step 4. Calculate equivalent dynamic load by the formula, P =V × P or P =XVP +Y P Step 5. Express the life in millions revolution L Step 6. calculate dynamic load capacity by, C = P L Step 7. Select a ball bearing from the table and check whether its dynamic capacity is within limit, if not select the next series and go back to step 3 and continue. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 11 Example 1 Problem: A simply supported shaft, diameter 50mm, on bearing supports carries a load of 10kN at its midpoint. The axial load on the bearings is 3kN. The shaft speed is 1440 rpm. Select a bearing for 1000 hours of operation. Solution The radial load P = 5 kN and axial load P = 3 kN. Therefore, a single row deep groove ball bearing may be selected since radial load is predominant. This choice has wide scope, considering need, cost, future changes etc. × × Millions of revolution for the bearing, L = = 86.4 For the selection of bearing, a manufacturer’s catalogue has been consulted. The equivalent radial load on the bearing is given by, P =V × P or P =XVP +Y P Here, V=1.0 (assuming inner race rotating) From the catalogue, Co = 19.6 kN for 50mm inner diameter. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 12 Example 1…. From the catalogue, Co = 19.6 kN for 50mm inner diameter. Therefore, value of “e” from the table and by linear interpolation = 0.327. Here, = = 0.6 > e . Hence, X and Y values are taken from fourth column of the sample table. Here, X= 0.56 and Y= 1.356 Therefore, P =XVP +Y P = 0.56x 1.0 x5.0 +1.356x 3.0 = 6.867 kN Therefore basic load rating C = P × L =6.867 × 86.4 =30.36kN Now, the table for single row deep groove ball bearing shows that for a 50mm inner diameter, the value of C = 35.1 kN. Therefore, this bearing may be selected safely for the given requirement without augmenting the shaft size. A possible bearing could be SKF 6210. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 13 Static load carrying capacity Static load is defined as the load acting on the bearing when the shaft is stationary. • Static load produces permanent deformation in balls and races. • The permissible value of static load depends on the allowable magnitude of permanent deformation. In practice it is observed that a permanent deformation of 0.0001 of the ball or roller diameter in the mostly stressed ball and race contact. • Therefore, “The static load carrying capacity of a bearing is defined as the static load which corresponds to a total permanent deformation of balls and races at the most heavily stressed point of contact, equal to 0.0001 of the ball diameter”. • Stribeck’s equation gives the static load capacity of the bearing. • Basic assumptions for the above equation are: 1. The races are rigid and retain their circular shape under load. 2. The balls are equally spaced. 3.The rolling elements on the upper half do not support any load. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 14 Stribeck’s equation The adjoining figure shows the forces on the inner race through rolling elements, supporting the static load C . Considering the equilibrium of forces in vertical direction, C =P +2P cos β + 2P cos 2β +……… (4) As it has been already assumed that the races are rigid only balls are deformed. Let δ is the deformation at the mostly stressed ball corresponding to force P and the centre of the inner race moves point O to a point O’ through a distance δ . Likewise say δ , δ , δ ….. Are the radial deflections in other respective balls. Therefore, δ =δ cos β or 0 0 = cos β …….. Forces acting on Inner Race (5) By Hertz’s equation deflection at each ball is , 1∝ 3 ⁄ and 0 0 ⁄ = …………… (6) Defection of Inner Race Fig. B 6 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 15 Stribeck’s equation ⁄ = cos β and P = P cos β From equations (5) and (6), P = P cos 25 ⁄ ⁄ , similarly , substituting these values in equation (4), C =P +2 P cos β =3 1 + 2 789 5 ⁄ cos β + 2 P cos 2β ⁄ ⁄ + 2 789 25 ⁄ cos 2β +… ……….. Or, C =P M …… Where, M= 1 + 2 cos 5 (7) ⁄ + 2 cos 25 Now if number of balls= z then 5 = taken from ; ⁄ ……….. (8) the values of M for different values of z are It is observed that (z/M) are practically constant. Stribeck suggested (z/M)= 5 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 16 Stribeck’s equation Substituting this value in equation (7), C = zP ………. (9) Now, as force being proportional to the projected area of the ball, P =kd (10) Where, d is the ball diameter and the factor k depends on the radii of curvature at the point of contact and also on the moduli of elasticity of material, therefore, From (9) and (10), C = 9 November 2022 ?@ z [ Stribeck’s Equation] Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur (11) 17 Dynamic load carrying capacity Failure of bearing is mainly due to fatigue and therefore, life of a bearing is based on the fatigue of the bearing and can be defined as “as the number of revolutions ( or hours of service at some given speed), which it endures before first evidence of fatigue crack in the balls or races”. The dynamic load carrying capacity is defined as “radial load ( thrust load in case of thrust bearing ) which can be carried for a minimum life of one million revolution”. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 18 Standard Bearing Life While selecting a proper size of bearing it is essential to specify the Bearing life for that particular application. For that normally past experience plays a major role. As in the case of automobile, since the speed is not always constant bearing life is specified in number of revolutions. In case of other industrial application where the speed is more or less constant the life is expressed in numbers of hours. The two tables given enables one to have rough guideline. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 19 Load Factor The forces acting on a bearing are normally estimated considering the equilibrium of forces acting. These forces are multiplied by a “Load Factor” to take care of effects of dynamic load. Load factors are used in case of applications involving gear, chain and belt drives. In chain and belt drives the dynamic load comes due to vibrations. Further, for gear drive, additional dynamic load is coming due to inaccuracies in the tooth profile and elastic deformation of gear teeth. Values given in table are used as rough estimation where exact analysis is not available. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 20 Example 2 Problem: A single row deep groove ball bearing is to be selected for a shaft which is 75 mm in diameter and rotates at 125 rpm. It carries a radial load of 21kN and there is no thrust load. The expected life of the bearing is 10 000 hrs. Solution: Step 1. The radial load P = 21 kN and axial load P = 0 kN. Step 2. type, single row deep groove ball bearing. Step 3. Millions of revolution for the bearing, L = Step 4. C = P L 9 November 2022 × × = 75 =21000× 75 =88 560.43 N Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 21 Example 2… From the table for diameter 75 mm the available bearings are, Therefore, bearing number 6315 is selected. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 22 Example 3,4 and 5 for practice Problem 3: A single row deep groove ball bearing is subjected to a radial load of 8 kN and a thrust load of 3 kN. The shaft rotates at 1200 rpm. The expected life is 20 000 hours. The minimum diameter is75 mm. select a suitable bearing. Problem 4: A ball bearing with dynamic load capacity of 22.8 kN is subjected to a radial load of 10 kN. Calculate, (i) The expected life in million revolutions that 90% of the bearings will reach. (ii) The corresponding life in hours. (iii) The life that 50% of the bearings will complete before failure. Problem 5: Select a bearing for a 40 mm diameter shaft which rotates 400 rpm due to bevel gear mounted on the shaft the bearing will have to withstand a 5 kN radial load and 3 kN thrust load. The life of bearing expected to be 1000 hrs. N at 400 RPM. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 23 Selection: convention A rolling contact bearing is normally designated by three or four digits. i) The last two digits multiplied by 5 indicate the bore diameter of the bearing. Example, bearing 6315 indicates bearing of 75 mm (15x5=75) bore diameter. ii) The 3rd from the right indicates the series of the bearing. a) Extra light series---1 b) Light series---2 c) Medium series--- 3( Example, 6315 is medium series) d) Heavy series---- 4 iii) The fourth (and sometimes fifth) digit from right gives the type of contact. Example, the digit 6 tells that it is a deep groove ball bearing. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 24 Roller Bearings Types of Roller Bearing; Apart from Ball bearings there are four more types of rolling elements: • Cylindrical rollers • Spherical rollers • Tapered rollers • Needle rollers o Most rolling-element bearings feature in cages. The cages reduce friction, wear, and bind the elements by preventing it from rubbing against each other. o Roller bearing are usually used when shock and impact are present, or when large bearing are needed. o Tapered roller bearing can carry a large axial load. The magnitude depends on the angularity of the rollers. The radial load will also produce a thrust component. o Roller bearing in general can be applied only where the angular misalignment caused by shaft deflection is very small. Spherical roller bearing has excellent load capacity and carry a thrust component in either direction. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 25 Types of rollers Fig. B 7 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 26 Cylindrical Rollers When maximum load carrying capacity is required in a given space, the point contact in ball bearing is replaced by the line contact of roller bearing. A cylindrical roller bearing consists of relatively short rollers that are positioned and guided by the cage. Advantages: • Due to line contact between rollers and races, the radial load carrying capacity of the cylindrical roller bearing is very high. • Cylindrical roller bearing is more rigid than ball bearing. • The coefficient of friction is low and frictional loss is less in high-speed applications. Disadvantages : • In general, cylindrical roller bearing cannot take thrust load. • Cylindrical roller bearing is not self-aligning. It cannot tolerate misalignment. It needs precise alignment between axes of the shaft and the bore of the housing. • Cylindrical roller bearing generates more noise. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 27 Taper Rollers • The taper roller bearing consists of rolling elements in the form of a frustum of cone. • They are arranged in such a way that the axes of individual rolling elements intersect in a common apex point on the axis of the bearing. • In kinematics’ analysis, this is the essential requirement for pure rolling motion between conical surfaces. • In taper roller bearing, the line of resultant reaction through the rolling elements makes an angle with the axis of the bearing. • Therefore, taper roller bearing can carry both radial and axial loads. • A taper roller bearing subjected to pure radial load induces a thrust component and vice versa. • Taper roller bearings are always used in pairs to balance the thrust component. • Taper roller bearing has separable construction. The outer ring is called ‘cup’ and the inner ring is called ‘cone’. The cup is separable from the remainder assembly of the bearing elements including the rollers, cage and the cone. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 28 Taper Rollers Taper roller bearings offer the following advantages: • Taper roller bearing can take heavy radial and thrust loads. • Taper roller bearing has more rigidity and Taper roller bearing can be easily assembled and disassembled due to separable parts. Disadvantages: • It is necessary to use two taper roller bearings on the shaft to balance the axial force. It is necessary to adjust the axial position of the bearing with pre-load. • This is essential to coincide the apex of the cone with the common apex of the rolling elements. • Taper roller bearing cannot tolerate misalignment between the axes of the shaft and the housing bore. • Taper roller bearings are costly. Taper roller bearings are used for cars and trucks, propeller shafts and differentials, railroad axle- boxes and as large size bearings in rolling mills. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 29 Lubrication of Bearing Lubrication is technique of reducing friction between two surfaces by the use of a substance called lubricant. Three types of Lubricant: • Liquid lubricant- Mineral/vegetable oils • Semi-solid Lubricant- Grease • Solid Lubricant- Graphite/Molybdenum Disulphide Functions: • To reduce friction • To reduce /prevent wear • To carry away the heat generated due to friction • To prevent corrosion 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 30 Lubrication of Bearing Basic modes of lubrication: • Thick Film Lubrication: where two surfaces of bearing in relative motion are clearly separated by a film of fluid. Only viscosity of the fluid is important and surface finish of the surfaces has no effect. It is further divided in two categories; a) Hydrodynamic: load-supporting fluid film is created by shape and relative motion between two surfaces. b) Hydrostatic: load-supporting fluid film is created by an external pump, supplying sufficient fluid under pressure. Externally pressurized Bearings. • Thin Film Lubrication: Which is also called boundary lubrication is a condition where the fluid film is relatively thin and having partial metal to metal contact. • Zero Film: Here bearing operates without any Lubrication. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 31 Elastohydrodynamic Lubrication Elastohydrodynamic Lubrication(EHL) – is a lubrication regime (a type of hydrodynamic lubrication (HL)) in which significant elastic deformation of the surfaces takes place and it considerably alters the shape and thickness of the lubricant film in the contact. The term underlines the importance of the elastic deformation of the bodies in contact under load in developing the lubricant film. EHL, the same way as HL, is used to decrease friction and wear in tribological contacts. It is achieved by the development of a thin lubricant film between rubbing surfaces, which separates them and decreases friction. Since the HL film is developed due to elastic deformation this mode of lubrication is called Elastohydrodynamic Lubrication(EHL). This type of lubrication occurs in gears, cams and also in rolling contact bearings. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 32 Viscosity: A recap Viscosity is defined as that property of fluid by virtue of which it offers resistance against any kind of shear force on it. An fluid film between two surfaces is shown on the right hand side as an example. The lower plate is stationary while the upper one is moving with a velocity “U” due to the force “P” towards right. The intermediate layers moves with a velocity proportional to its distance from the stationary plate such as, B B = C C B C = , (12) the tangential force per unit area, D E B C is the shear stress is proportional to rate of shear . By Newton’s law of Viscosity , Shear Stress ∝ Rate of Shear, therefore 9 November 2022 F ∝ G H Fig. B 8 (12A) Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 33 Viscosity: A recap ∴ P = μA G H (13) Where, μ is called coefficient of Dynamic Viscosity or Absolute Viscosity. When the velocity distribution is non liner with respect to h the equation is modified as, P = μA @G @H (14) The unit of Dynamic Viscosity or Absolute Viscosity is found as, H O.PP =Ns/mm .PP⁄Q μ = FG=PP =MPa-s, popularly, viscosity is often expressed as Poise(P) or Centi-Poise(cP). 1 Poise=1 dyne. cm/s 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 34 Fluid film Bearing In fluid film bearing the entire load of the shaft is carried by a thin film of fluid present between the rotating and non-rotating elements. The types of fluid film bearings are listed below, • Sliding contact type • Journal bearing • Thrust bearing • Slider bearing The figure shows a plot of Friction vs. Shaft speed for three types of bearings. It is observed that, Fig. B 9 • For the lower shaft speeds the journal bearing have more friction than roller and ball bearing and ball bearing friction being the lowest. • With the increase of shaft speed the friction in the ball and roller bearing phenomenally increases but the journal bearing friction is relatively lower. • Hence, it is advantageous to use ball bearing and roller bearing at low speed applications. Journal bearings are mostly suited for high speeds and more loads. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 35 Journal Bearing The black annulus represents the bush(Bearing) and grey circle represents the shaft (Journal) placed within an oil film shown by the shaded region. The journal, carries a load P on it. Fig. B 10 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 36 Journal Bearing Operation Journal bearings operate as per the principle stated below • The journal being smaller in diameter than the bearing, it will always rotate with an eccentricity. • When the journal is at rest, due to bearing load P, the journal is in contact with the bush at the lower most position and there is no oil film between the bearing bottom and the journal. • Now when the journal starts rotating, then at low speed condition, with the load P acting, it has a tendency to shift to its sides. • At this equilibrium position, the frictional force will balance the component of bearing load. In order to achieve the equilibrium, the journal orients itself with respect to the bearing . • The angle θ, shown for low speed condition, is the angle of friction. Normally at this condition either a metal to metal contact or an almost negligible oil film thickness will be there. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 37 Journal Bearing Operation….. • At the higher speed, the equilibrium position shifts and a continuous oil film will be created as indicated in the third figure above. This continuous fluid film has a converging zone, which is shown in the enlarged view. • It has been established that due to presence of the converging zone or wedge, the fluid film is capable of carrying huge load. If a wedge is taken in isolation, the pressure profile generated due to wedge action will be as shown. • Hence, to build-up a positive pressure in a continuous fluid film, to support a • load, a converging zone is necessary. Moreover, simultaneous presence of the converging and diverging zones ensures a fluid film continuity and flow of fluid. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 38 The History of hydrodynamic theory of lubrication • Petroff (1883) carried out extensive experimental investigation and showed the dependence of friction on viscosity of lubricant, load and dimensions of the journal bearing. • Tower (1883 ) also conducted experimental investigation on bearing friction and bearing film pressure. • After that Osborne Reynolds conducted experiments and published the findings in the form of present day hydrodynamic theory of lubrication and the corresponding mathematical equation is known as Reynolds’ equation. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 39 The Reynolds’ equation Reynolds’ Equation in simplified form is given below, 0 0p H rs q rp 0 0t + H rs q rt = G rH rp (15) where, U : surface speed of the wedge, in x-direction p : pressure at any point(x,z) in the film μ : Absolute viscosity of the lubricant Fig. B 11 h : film thickness, measured in y-direction The left hand side of the equation represents flow under the pressure gradient. The right hand side represents a pressure generation mechanism. In this equation the following assumptions are made, • That the lubricant is incompressible and Newtonian. • The wedge shape, is assumed to be a straight profile as shown. • The bearing is very long in the Z direction and the variation of pressure is in the X and Z direction. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 40 The Reynolds’ equation Let us have a look at the right hand term in details. r rp ρ v wv h + r rx ρ y wy h + ρ rH rz + squeeze film h r{ rz (15.1) compression The First term of above equation can be written as, |B rC r} + Physical wedge |C rB r} + BC r| r} (15.2) Fig. B 12 Stretch There are two moving surfaces 1 and 2 as indicated in figure on RHS. For 1 the velocities are ~ , • and € along the three coordinate axes X, Y and Z respectively. For 2, similarly the velocities are ~ , • and € respectively. Equation ((15.1) represents the full form of the right hand side of Reynolds’ equation (15). For the purpose of explanation, partial derivative of only the first term of equation (15.1) is written in equation (15.2). Here ~ − ~ have been replaced by U. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 41 The Reynolds’ equation |B rC The first term of equation (15.2) , represents a physical wedge. The second r} |C rB is known as the stretch. All the three terms contributes to pressure term r} generation mechanism. rH The term ρ in equation (15.1) is called squeeze film; with respect to time and rz shows how the film thickness is changing. r{ The term h in equation (15.1) shows the compressibility of fluid with time. rz The simplified form of Reynold’s equation(15), has only physical wedge term |B rC . r} There is no general analytical solution to equation (15); approximate solutions have been obtained by using electrical analogies, mathematical summations and numerical and graphical methods. One of the important solutions is due to ‚ ƒ Sommerfeld and is expressed as, „ = … ‚ ƒ †‡ˆ ‰ = φ‹ (15.3) Where S= Smmerfeld’s Number and φ gives the functional relationship. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 42 Petroff’s Equation Petroff’s Equation gives the estimate of co-efficient of friction in journal bearings. It is based on certain simplifying assumptions: (i) The shaft and the bearing are concentric. (ii) The bearing is having light load. Although the assumptions are highly impractical, Petroff’s equation defines a group of dimensionless parameters which influences the frictional properties of the bearing. r= Radius of the journal (mm) l= length of the bearing (mm) c= Radial clearance (mm) Œ• = Journal speed(revolution/s) The velocity at the surface of the journal, U = 2πr Œ• (16) 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 43 Petroff’s Equation G From Newton’s law of viscosity, equation (14), P = μA H P=Tangential frictional force A= Area of friction surface, 2π•‘ U= Surface velocity, 2’•Œ• h= Distance between the journal and the bearing= clearance, c P=“ 2’•‘ 2’•Œ• ƒ = ” ‚ •†‡ˆ ƒ (17) ” ‚ •†‡ ˆ Frictional Torque, –— =3• = (18) ƒ If the radial load is W as shown, then the pressure intensity, p can be given as, p= ˜ ™ šz @ F 9 November 2022 = ˜ › ∴ W = 2prl Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur (19) 44 Petroff’s Equation…. Denoting frictional co-efficient by “ f”, frictional force is fW and frictional torque (–— )= fWr = f2p• l From (18) and (20), ∴ f = 2π š ” ‚ •†‡ˆ = ƒ (20) f2p• l, qœ• s (21) Fig. B 13 The Above equation is known as Petroff’s Equation In the above equation it is observed that it includes two important dimensionless parameters ‚ †‡ˆ and which influence the value of co-efficient of friction and other frictional ƒ ‰ properties such as frictional torque and power. The equation (21) is modified as, ‚ „ ƒ Where ‹ = 9 November 2022 ‚ ƒ †‡ˆ ‰ = 2’ ‚ ƒ †‡ˆ ‰ = 2’ S, is known as Sommerfeld’s Number Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 45 Design parameters of journal bearing The first step for journal bearing design is to determine the bearing pressure for given design parameters, • Operating conditions (temperature, speed and load) • Geometrical parameters ( length and diameter) • Type of lubricant ( viscosity) The design parameters, mentioned above, are to be selected for initial design. The bearing pressure is known from the given load capacity and preliminary choice of bearing dimensions. After the bearing pressure is determined, a check for proper selection of design zone is required. The selection of design zone is explained in next slide. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 46 Design parameters of journal bearing The figure on the right hand side shows a plot of variation of coefficient of friction with bearing characteristic †‡ˆ number ( ). Bearing characteristic ‰ number is defined as = †‡ˆ ‰ It is a non-dimensional number, where μ is the viscosity, Œ• is the speed of the journal bearing and p is the pressure ˜ which is given by p = @› , where d and l are diameter and length of the journal respectively. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur Fig. B 14 47 Design parameters of journal bearing • The plot shows that beyond point B, with the increase in bearing †‡ characteristic number ( ˆ ) friction increases and from point B to point A, with †‡ reduction in( ˆ )the ‰ ‰ friction again increases. So the point B is the limit i.e the co-efficient of friction is minimum. The value of bearing characteristic number corresponding to minimum co-efficient is called the bearing modulus and is denoted by “K”. The zone between A to B is known as boundary lubrication or imperfect lubrication zone. • Imperfect lubrication means that metal to metal contact is possible. The portion between B to D is known as the hydrodynamic lubrication zone . • Calculated value of bearing characteristic number should lie somewhere in the zone of C to D. This zone is characterized as design zone. • For any operating point between C and D due to fluid friction certain amount of temperature rise takes place. Due to which the viscosity of the lubricant decreases, and bearing characteristic number also decreases. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 48 Design parameters of journal bearing • Hence, the operating point will shift towards C, resulting in lowering of the friction and the temperature. As a consequence, the viscosity will again increase and will pull the bearing characteristic number towards the initial operating point. Thus a self control phenomenon always exists. For this reason the design zone is considered between C and D. The lower limit of design zone is roughly five times the value at B. • On the contrary, if the bearing characteristic number decreases beyond B then friction goes on increasing and temperature also increases and the operation becomes unstable. • Therefore, it is observed that, bearing characteristic number controls the design of journal bearing and it is dependent of design parameters like, operating conditions (temperature, speed and load), geometrical parameters ( length and diameter) and viscosity of the lubricant. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 49 Viscous flow through Rectangular Slot In figure flow through a rectangular slot is shown. l= length of the slot in the direction of flow b= depth and h= width of the block. It is assumed that the dimension of ‘b’ is very large in comparison to that of ‘h’. Pressure difference between the two surfaces of central slice of thickness of 2x is given by, ∆p = p − p The downward force, P = 2xb × ∆p (22) The shear force on both surfaces of the slice is due to viscosity of the fluid. P = μA @G @H =μ 2lb @y @p (23) where v is the velocity in Y direction. Fig. B 15 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 50 Viscous flow through Rectangular Slot By force balance in vertical direction, @y @p 2xb × ∆p = μ 2lb or dv = − ¢s q› xdx (24) The negative sign indicates that v decreases as x increases. Integrating,v = − ¢s p q› (25) +C From boundary conditions, v = 0 when x = ± From (25) and (26) H and C = •= ¢‰ C q• ¢s H q› ¤ (26) −¥ (27) therefore the velocity distribution is parabolic and the max(at x=0) is given by, vP p = ¢sH ¤q› 9 November 2022 (28) Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 51 Viscous flow through Rectangular Slot.. Since the velocity distribution is parabolic, Average Velocity, v y¦ = vP p = ¢sH q› The flow the fluid through the slot can be given as, Q=v y¦ 9 November 2022 × Area = ¢sH q› × bh = ¢s H q› Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur (29) 52 Methods of Journal Bearing Design Mainly there are two methods for journal bearing design, they are, (a) Method developed by M. D. Hersey This method is based on dimensional analysis, applied to an infinitely long bearing. Analysis incorporates a side-flow correction factor obtained from the experiment of S. A. and T. R. McKee. McKee equation for coefficient of friction, for full bearing is given by, Coefficient of friction, f = K Where, p = ˜ ™ šz @ F = @ š ˜ › qœ• s +K (30) , l = length of bearing, d = diameter of journal = 2r , nQ = speed of the journal μ = absolute viscosity of the lubricant, c = difference bush and journal diameter(Clearance), K = side-flow factor = 0.002 for (l/d) 0.75-2.8 K = Constant dependent on the system of units 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 53 Method developed by M. D. Hersey The steps to be followed are, Step 1: Basic design parameters are provided by the designer from the operating conditions. • Bearing load (W) • Journal diameter (d) • Journal speed (nQ ) Step 2: Depending upon type of application, selected design parameters are obtained from a design handbook, these are, • l/d ratio • Bearing pressure(p) • c/d ratio • Proper lubricant and an operating temperature 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 54 Method developed by M. D. Hersey Step 3: Value of qœ• s should be within the design zone. Equation (30) is used to compute f. Heat generation and heat dissipation are computed to check for thermal equilibrium. • Iteration with selected parameters is required if thermal equilibrium is not established. • Provision for external cooling is required if it is difficult to achieve thermal equilibrium. This method described here is relatively old. The second method is more popular which is developed by (b) A. A. Raimondi and J. Boyd. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 55 Method by A. A. Raimondi and J. Boyd This method is based on hydrodynamic theory. Reynolds’ Equation in simplified form is given in equation (15) as, 0 0p H rs q rp 0 + 0t H rs q rt = G rH rp There is no general analytical solution to Reynold’s equation (15). One of the important solutions is due to Sommerfeld and is expressed as, š f=φ qœ• s š Where S= š =φS qœ• s (31) is Smmerfeld’s Number (dimensionless) and φ gives the functional relationship. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 56 Method by A. A. Raimondi and J. Boyd The Sommerfeld number is helpful to the designers, because it includes design parameters; bearing dimensions r and c , friction f , viscosity μ, speed of rotation Œ• and bearing pressure p. But it does not include the bearing arc. Therefore the functional relationship can be obtained for bearings with different arcs, say 360 , 60 etc. Raimondi and Boyd (1958) gave a methodology for computer–aided solution of Reynolds equation using an iterative technique. For l/d ratios of 1, 1:2 and 1:4 and for bearing angles of 360 to 60 extensive design data are available. Charts have been prepared by Raimondi and Boyd for various design parameters, in dimensionless form, and are plotted with respect to Sommerfeld’s number. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 57 Charts 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 58 Method by A. A. Raimondi and J. Boyd The design parameters which are given by Raimondi and Boyd are as follows, ℎª =Minimum oil film thickness h = Film thickness at any other point c = radial clearance ℎª ⁄7 = Minimum film thickness variable r⁄c f = Coefficient of friction variable Q/ rcnQ l = Flow = Flow ratio Q Q ⁄Q p⁄pP p = Maximum film pressure ratio = Terminating position of film (deg) θs« θH« = Minimum film thickness position 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur Fig. B 16 59 Method by A. A. Raimondi and J. Boyd In the figures shown the center of the journal is at O and the center of the bearing at O′. The distance between these centers is the eccentricity and is denoted by e. Eccentricity ratio is denoted by ϵ and defined as, ϵ= (32) š • The bearing shown in the figure is known as a partial bearing. • If the radius of the bushing is the same as the radius of the journal, it is known as a fitted bearing. • If the bushing encloses the journal, as indicated by the dashed lines, it becomes a full bearing. • The angle β describes the angular length of a partial bearing. For example, a 120◦ partial bearing has the angle β equal to 120◦. For full bearing β equal to 360◦ Fig. B 17 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 60 The above design parameters are defined in the figure on the previous two slides. The pressure profile shown is only for the positive part of the bearing where converging zone is present. Negative part has not been shown because it is not of use. (33) From the figures , c = R − r & R = e + r + h from equation (32) and (33), c = R − r = ¯ + ℎª = 7° + ℎª Or, 7 1 − ° = ℎª ∴ ° = 1 − where the quantity 9 November 2022 C± ƒ C± ƒ is known as minimum film thickness variable. Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 61 From equation (31) the Sommerfeld number is given by, S= š qœ• s . Angle φ shown in Fig. B 16 is known as angle of eccentricity or angle of attitude, it gives the position of minimum film thickness with respect to the direction of load. The values of φ can be obtained from table (in degrees). The coefficient Friction variable(CFV)= r⁄c f and The frictional torque as given by equation (20), (–— )= fWr N-mm The frictional power, kW ² = 2πnQ fWr 10³ kW (34) The flow variable, (FV)=Q/ rcnQ l , where, Q=flow of lubricant in mm ⁄s A part of the lubricant escapes through side leakage which can be calculated as flow rate =Q Q ⁄Q given in the table. The maximum pressure pP p is calculated from the Maximum film pressure ratio (p⁄pP p ). 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 62 Heat generation The heat generated in the bearing is given by, H¦ = fWrv = 2πnQ fWr 10³ kW or kJ/s, where v=rubbing velocity š CFV and W = 2plr in the above equation, Substituting, f= H¦ = 4π 10³ rcnQ lp CFV Heat carried by the lubricant is given by, Hš = mCs ∆t Where, m= mass of the oil pushing through the bearing in kg/s µ‰ = specific heat capacity of oil kJ/kgK & ∆¶ = temperature rise (K), · = ¸¹ 10³ kg/s, substituting Q = rcnQ l FV · = ¸ rcnQ l FV 10³ kg/s. Putting this value in the expression of heat carried, Hš = Cs ∆tρ rcnQ l FV 10³ . Equating , H¦ = Hš , ∆t= ºs { » ¼ ¼ Therefore, ∆t= 9 November 2022 . In most cases ρ = 0.86 and Cs = 1.76 kJ/kgK ¤. s ¼ ¼ and Average Temperature, T y Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur = T½ + ∆t (35) 63 The Dimensionless performance Parameters for a full journal bearing with side flow is given in the table. The values of the table is based on the assumption that that lubricant is supplied at atmospheric pressure. 1. Once l/d ratio is determined other parameters can be estimated. When, a) when(l/d) ratio is more than 1, the bearing is called ‘long’ bearing. a) when(l/d) ratio is less than 1, the bearing is called ‘short’ bearing. a) when(l/d) ratio is equal to 1, the bearing is called ‘square’ bearing. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 64 2.Unit bearing pressure Unit bearing pressure is the load per unit projected area of the bearing. It depends on a number of factors, such as: a) Bearing material b) Operating temperature c) Nature & frequency load Depending on experiments the bearing Pressure is tabulated as given. 3. Start-up load: The unit bearing pressure for Starting condition should not be more than 2N/mm 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 65 4. Radial clearance: Ideally speaking, the radial clearance should be small. However, radial clearance can be given by, c = 0.001 r. 5. Minimum oil film thickness: There is a limit of minimum oil film thickness, below which there remains a possibility breaking of Hydrodynamic film and metal to metal to contact, which is given by, h = 0.0002 r. 6. Maximum oil film temperature: Oil will oxidise when the operating temperature increases beyond 120 C. The babbitt material softens at 125 C, for pressure of 7N/mm and at 190 C for 1.4N/mm . Practical value is limited to 90 C. Note: Bearings can be designed for (i) maximum load carrying capacity & (ii) minimum friction. The optimum values can be obtained from the table given. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 66 The Table for radial clearance 9 November 2022 The Table for minimum oil film thickness Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 67 Materials for bearing The common materials used for bearings are listed below. • Lead based babbits : around 85 % Lead; rest are tin, antimony and copper. Pressure rating ≤ 14MPa • Tin based babbits : around 90% tin; rest are copper, antimony and lead. Pressure rating ≤ 14MPa • Phosphor bronze : major composition copper; rest is tin, lead, phosphorus. Pressure rating ≤ 14MPa • Gun metal : major composition copper; rest is tin and zinc. Pressure rating ≤ 10MPa • Cast iron : pressure rating ≤ 3.5 MPa Other materials commonly used are, silver, carbon-graphite, teflon etc. 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 68 Example 1. A machine journal bearing has a journal diameter of 150 mm and length of 120mm. The bearing diameter is 150.24 mm. It is operating with SAE 40 oil at ÀÁÂC. The shaft is carrying a load of 8 kN and rotates at 960 rpm. Estimate the bearing coefficient of friction and power loss using Petroff’s equation. Solution: From the given condition, 2r = 0.15m; 2R =0.15024m; l = 0.12 m; W=8kN; nQ = 960/60 = 16 ; c = (R-r) = 0.00012 m; p = W/dl = 8000/ (150x 120) = 0.44 Mpa Viscosity of SAE 40 at 65 C, μ = 30 mPa.s = 30x10³ Ns/m qœ• . à ×30x w f = 2π = 2π = 0.0134 š s . 0.44x (From equation 21) frictional torque (T² )= fWr = 0.0134× 8000 × 0.075 = 8.067 Nm Angular speed, ω = 2πnQ = 2π × 16 = 100.48 rad⁄s Power loss=T² × ω = 8.067 × 100.48 = 811watt 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 69 Example 2. A journal of a stationary oil engine is 80 mm in diameter. and 40 mm long. The radial clearance is 0.060mm. It supports a load of 9 kN when the shaft is rotating at 3600 rpm. The bearing is lubricated with SAE 40 oil supplied at atmospheric pressure and average operating temperature is about 65 C. Using tables analyze the bearing assuming that it is working under steady state condition. Solution: From the given data, d = 80 mm; l =40 mm; c = 0.06 mm; W = 9kN; nQ = 3600rpm = 60 rps; SAE 40 oil at 65 C; Step 1. p= W / ld = 9 x1000 /(40 x 80) = 2.813 Mpa Step 2. From the table μ = 30 cP at 65 C for SAE 40 oil. Step 3. Sommerfeld Number S= qœ• s š = × . wÅ × .¤ = 0.284 Step 4. For S = 0.284 and l/d = ½, from the table(After interpolating) ho /c = 0.38 and ε = e /c = 0.62 . therefore, ho = 0.38xc = 0.382x 0.06=0.023mm and Step 5. š 9 November 2022 e = 0.62 x c = 0.62 x 0.06 = 0.037 mm. • Æ f = 7.5, for S = 0.284 for = ½ from Table. Therefore, f = 7.5 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur š = 7.5 . = 0.0113 70 Step 6. From table φ= 46 , for S=0.284 and l/d=1/2 Step 7. Similarly from the same table, the following can be obtained, Q/ rcnQ l =4.9 and therefore, Q = 4.9 x 0.04 x 0.00006 x 60 x 0.04= 2.82 × 10³ m ⁄s = 28.2 cm ⁄s QQ ⁄Q = 0.75 and hence, QQ =0.75 x 28.2 = 21.2 cm ⁄s p⁄pP p=0.36 ∴ pP p= p⁄0.36= 2.813 / 0.36 = 7.8 MPa 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 71 Example 3. The following data are related to a 360 deg hydrodynamic bearing: Radial load= 3.2 kN Journal speed= 1490 rpm Journal Diameter= 50 mm Bearing length= 50 mm Radial clearance= 0.05mm Viscosity of lubricant=25cP Assuming that the total heat generated is carried by the lubricant calculate; (i) Coefficient of friction (ii) Power lost in friction (iii) Minimum oil film thickness (iv) Flow in lit/min (v) Temperature rise 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 72 Given that, W=3.2kN, Œ• =1490/60=25, d=50mm, l=50mm, c=0.05mm and μ = 25cP p = (W⁄ld)= 3.2 × 1000 ⁄ 50 × 50 = 1.28 N⁄mm qœ• s Sommerfeld Number S= = š . ‘ ⁄Ç = 50⁄50 = 1 From the Table, r h Q f = 3.22; = 0.04; = 4.33 c c rcnQ l 7 0.05 ∴„= = 3.22 = 0.00644 • 25 9 November 2022 Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur × wÅ × . ¤ = 0.121 73 Power lost in friction, 2’ × 25 × 0.00644 × 3.2 × 1000 × 25 ÉÊ — = 2’Œ• „Ê• × = = 0.08 10 Minimum film thickness, ℎª = 0.4 × 7 = 4 × 0.05 = 0.02·· 10³ Flow, Q = 4.33rcnQ l = 4.33 × 25 × 0.05 × 25 = 6720.5 mm ⁄s = 6720.5 × 10³ × 60 = 0.403 litre⁄min Temperature rise, ∆t = = ¤. × . ¤× . . 9 November 2022 ¼ ¤. s ¼ [ from equation (35)] = 7.9 C Professor Nilotpal Banerjee, Department of Mechanical Engineering, NIT Durgapur 74