Bearing Design Guide Trelleborg Sealing Solutions Updated March 200 Bearing Design Guide About this Manual The information in this manual allows the user to correctly design Orkot Hydro Bearings and gives guidance on machining and fitting. This manual is intended for use by persons with technical training at their own discretion. Service and Support A team of experienced and skilled engineers is available at Trelleborg Sealing Solutions. They offer a full and complete service tailored to your specific requirements. Websites Visit the following websites for general and technical information on Orkot Hydro Bearings products and applications. You may view and download literature and other useful documents. www.orkothydro.com www.tss.trelleborg.com Contact Details Please refer to our websites for the contact details of your nearest Trelleborg Sealing Solutions Office. Alternatively, you can contact our Hydro Specialists at the following: For Europe and Asia Pacific: Trelleborg Sealing Solutions Rotherham, South Yorkshire, UK Phone: Fax: Email: +44 1709 789832 +44 1709 374819 peter.bakker@trelleborg.com For Americas; Market Segment Manager Hydro Mr. Tom Carew Phone : Fax: Email : +1 905 372 4884, Mobile: +1 416 428 0610 +1 905 372 7364 tom.carew@trelleborg.com Page 1 / 28 Bearing Design Guide Contents Page Introduction 3 Material description 3 Material datasheets 4-5 Material features 6 Guidelines for design - Bearing load on journal bearings - Capability to accommodate shaft misalignment and shaft deflection - Bearing load as part of design recommendations, within the design envelope - Elasticity - Effect of temperature - P x V for polymer bearings, dry running / water-lubricated - Friction, wear and lubrication - Influence of moisture, atmospheric conditions, and ageing - Recommendations for bearing dimensions -Turbine components, oscillating motions - Oscillating + permanent high load (spillway gates) - Turbine Main shaft guide bearings Press fit bearings and machining dimensions Fitting methods Machining instructions Quality management systems and quality assurance 7 7 8 8 9 10 11 11 12 13 14 15-19 20 21- 23 24 - 26 27 Page 2 / 28 Bearing Design Guide Introduction Orkot is the brand name of a range of composite bearing materials consisting of a matrix of fabric-reinforced polymers from Trelleborg Sealing Solutions. Two locations manufacture Orkot exclusively, one in the United Kingdom and one in the United States. Originally called Orkot Factories, these locations are now known as Trelleborg Sealing Solutions Rotherham UK and Trelleborg Sealing Solutions Eugene USA. For over 50 years Orkot® Bearings have established a long-standing reputation in industrial, offshore oil & gas and shipbuilding applications. Orkot TLMM and TXMM bearing materials carry approval by classification societies worldwide. Many applications, such as steering and propulsion of merchant and navy ships, involve safety critical parts. The early 1990s brought the introduction of Orkot TXMM and TLMM to the hydropower industry. These two Orkot standard materials have established world-class reputations in turbine applications such as: wicket gate/guide vane bushings, turbine runner blade bushings, water-lubricated main shaft bearings and other equipment in dams such as spillway gates and valves. Orkot thermosetting materials, at the molecular level, incorporate long chains of chemically cross-linked polymer molecules in a dense, 3-D network. This cross-linked network insures the integrity of the solid material. Once the polymer has become solid (cured) it possesses a high mechanical and chemical stability. Unlike in thermoplastic polymers, the solidifying process in Orkot® materials is irreversible. The polymer does not exhibit a melting point at high temperature, nor does it have a glass transition point at low temperature. There is no risk of brittleness or chatter when used in extremely cold, even cryogenic conditions. The polymer matrix is backed up by additional reinforcement in the form of a woven fabric made of synthetic fibers. Organic fibers, such as cotton, are not used due to their tendency to swell in water. Manufacturing The fabric and reinforced polymer matrix are processed into either tube or flat sheets. After subsequent curing, the result is a product having a laminated structure, designed to withstand extremely high pressure perpendicular to the laminate. Material description Page 3 / 28 Bearing Design Guide Material Datasheet, metric units Parallel to laminate Page 4 / 28 Bearing Design Guide Material Datasheet, inch units Parallel to laminate Page 5 / 28 Bearing Design Guide Lubricant additives Orkot’s base polymer has the ability to incorporate additional substances such as friction modifiers. These are solid particles, evenly dispersed throughout the product. Combinations of friction modifiers are specified to provide the best match with the metallic mating surface and to meet the demands set by the operating conditions. Solid lubricants in Orkot TLMM and TXMM grades are molybdenum disulphide and PTFE. These solid lubricants, readily available in the surface-to-surface contact area, provide low friction when breaking free after long periods of standstill, even under high permanent load. Scuffing and galling problems, like those found in metal-to metal contact, are effectively avoided. • Orkot TLMM and TXMM are both suitable for oil or grease lubrication • Orkot materials are chemically stable, and do not age under UV radiation or ozone • Orkot does not contain asbestos or any other environmentally hazardous/toxic substances • Orkot maintains excellent dimensional stability with low thermal expansion and shrinkage • Orkot has reduced thermal softening and high resistance to creep • Orkot materials work well as electrical and thermal insulators • Orkot TXMM and TLMM do not encourage galvanic corrosion (i.e. these materials do not contain graphite) • The swell rate when submerged in water is such a low value that it will have no effect on the application or machining of the part Material features • Unique combination of compressive strength and elasticity • Low friction in static as well as in dynamic conditions • Orkot provides excellent damping of shocks and vibration and impact loads • Orkot TXMM can be operated permanently in dry conditions • • Orkot TLMM can be operated dry for short intervals but is actually designed for water-lubricated applications, high load and oscillating movements Orkot accommodates shaft misalignment by deflection, avoiding excessive edge loading • Orkot’s ability to be freeze fit using liquid nitrogen, without danger of material damage, offers considerable savings in cost and time at assembly • Orkot TXMM is best suited for waterlubricated main shaft guide bearings providing extended wear resistance at start and stop Page 6 / 28 Bearing Design Guide Bearing load on journal bearings It is common practice among designers to express bearing load and bearing load capacity as the pressure over the projected area of the shaft: Load force ________ P = bearing Shaft diameter x Bearing length This formula is a simplification, it does not tell what the actual contact area is, nor does it tell how the load is actually distributed or concentrated in the contact area. When the shaft and the bearing are both metals, with similar elastic properties, Hertzian contact pressures will occur. Hertzian pressures, caused by load concentration, may reach 4 to 10 times the average bearing pressure. Running clearance has a major influence on the peak Hertzian pressure; therefore, the change in clearance affects bearing wear and is often a criterion for early bearing replacement. However, polymer bearings are more elastic than metal bearings by a factor 10 or more. The elasticity of Orkot is in the order of 50 to 60 times that of most metals. This increase in elasticity results is a wide contact angle for Orkot bearings, with an even distribution of the load. The Hertzian pressures found in metal bearings will not occur, even when the shaft clearance becomes extremely large. Typically Orkot bearings can operate at much larger clearances than metal bearings. The criteria for acceptance or replacement are often set by the function of the machinery or the application, but not because of the bearing itself. Capability to accommodate shaft deflection and misalignment A feature directly related to a bearing material’s elasticity is the capability to accommodate shaft misalignment and/or shaft and structure deflection. Shaft misalignment against a stiff bearing material will result in high contact stresses at the bearing edge, which shortens service life. In high load applications a stiff bearing will create increased mechanical loads in the surrounding structure. In this respect Orkot is not only distinctively elastic by comparison to metal bearings but also compares favorably with other polymer bearings, which use stiff fibers such as glass fibers or carbon. The Orkot bushing’s capacity to handle major misalignment has been applied in many heavyduty applications, with diameters ranging up to 1,000 mm (39.4 in) and dynamic loads up to 5,000 tons. Bearing pressure, wear rate and service life Depending on the operating conditions, (e.g. boundary lubrication conditions) the bearing pressure “P” is a useful parameter as one element in Archard’s equation for estimating bearing wear and service life. In its simplified and theoretical form, “P” is directly proportional to the wear life provided that all other parameters stay the same. In practice, bearing pressure does not always directly relate to wear. Therefore, wear rate remains an estimate. Nonetheless, the average pressure “P” is a useful indicator for the operating mode. Page 7 / 28 Bearing Design Guide Bearing load as part of design recommendations & the design envelope Elasticity The graph above shows a typical deflection • Fabric-reinforced composites exhibit what is called an-isotropic behavior. Orkot’s elasticity does not follow Hook’s Law, as do metals, whereby deformation is 350 300 Compressive strength 200 Visco-elastic behaviour & Memory Effects 200 M odulus ca. 100 0 N /m m 2 120 100 Bearing Pressure N/mm2 10 20 30 40 50 60 H ysteresis, resilien t behav iour B earing P ressure N /m m 2 % Deflection of wall thickness 5 Design envelope • Max. Design Load • Elasticity • Resilient behaviour curve of an Orkot journal bearing. The design envelope has been indicated with a maximum of 120 N/mm2 (17,400 psi). This is to be understood as the limit of mechanical stress, hence the bearing’s capability to withstand a radial load and the shear forces generated when moving or when breaking free from static. The design envelope includes a distinct buffer, designed to stay clear of elastic limits and creep effects. It should be noted that load capacity is not the only design limit of which to be aware. For example, the effects of local friction heat and the presence or absence of cooling water should also be taken into consideration. 10 15 20 % d eflectio n of w all thickn ess D e s ig n e n v e lo p e (s ta tic ) lo a d lim it 1 2 0 N /m m sq directly proportional to pressure. It may be seen from the graph that elasticity is non-linear, there is an initial soft response to load and then compression resistance gradually increases. • Orkot’s elastic modulus changes with geometry, the stiffness changing with different thickness and diameter. Page 8 / 28 Bearing Design Guide Bearing Elasticity continued Bearings manufactured from flat material, such as washers and wear pads, have a different stiffness than cylindrical bearings. Contrary to a journal bearing under load, a flat pad will be evenly compressed over the contact area. Still there is an initial soft response, like in a journal bearing, but less so and the compressive modulus will be in the order of 2200 to 3000 N/mm2 (3.19 to 4.35x105 psi). A wear pad’s compressive strength and resistance to shear is further influenced by its shape and the way it is being fitted. A number of countersunk bolts are usually adequate to hold a pad and to transmit shear forces. In high load applications it is recommended to fit the slide pad into a recess with a depth of approximately half of the wear pad’s thickness. Effects of Temperature - Mechanical properties • The absence of a glass transition temperature allows the application of the Orkot materials at extremely low temperatures. • Orkot materials’ absence of a glass transition temperature allows bushings to be freeze fitted using liquid nitrogen. • Orkot bushings of any size, even up to 2000 mm.(6 ½ ft.) diameter, are being reduced by freezing. Only hand force is required to fit the bearing, bringing considerable cost and time savings. • When operating temperatures are intermittently above 65 oC (150°F) and up to 130 oC (266°F), a press fit is not suitable. The bushing may become loose in its housing when the machine is decommissioned and cools to ambient. A practical solution will be to bond the bushing in place. - Temperature caused Dimensional changes For outdoor applications a temperature range of -30o to + 65 o C (-22° to 150°F) is generally specified. This is of particular importance when choosing the interference; bushings should stay tight in their housings even at the lowest operating temperature. Unless specifically indicated, the same temperature range applies for indoor applications. Material strength and elasticity are stable within this temperature range. Beyond this temperature range the following should be remembered: • When designing journal bearings one needs to consider the effects of thermal expansion or thermal reduction. • A press fitted bushing requires a minimum level of elastic compression to maintain a positive pressure against the housing at the lowest operating temperature. • The running clearance must include an added margin to accommodate the reduction in clearance, realized when the bearing thickness expands with the increase in temperature. Elasticity barely changes when the temperature is lower than -30°C (-22°F) even down to cryogenic. Page 9 / 28 Bearing Design Guide P.V. (Pressure x Velocity) for polymer bearings In practice Orkot has proven to be particularly valuable in applications where: • The movement is irregular and/or reciprocating • The load is permanent • There are extended intervals of standstill • The shaft speed is high and the bearing is hydrodynamically operated, as in main shaft guide bearings either horizontally or vertically fitted Greaseless, dry running Polymer bearings are poor thermal conductors; hence the conductive dissipation of friction heat into the bearing housing is virtually zero. Also, the bearing’s heat storage capacity is minimal. This is a distinct difference compared to metal bearings. In some applications one may welcome this feature but in applications where movement is very frequent, precautions must be taken. If a movement takes place only over a certain angle (oscillatory motions) friction heat will accumulate locally in the shaft. Orkot bearings perform outstandingly well in conditions where grease or fluid lubrication could become problematic, e.g. in slow and oscillating motions. Increased operating temperatures, often associated with highfriction coefficients, may result in high-energy inputs. Ideally, friction should be kept as low as possible, thus keeping the bearing temperature and the temperature of the surrounding parts similar. Orkot TXMM offers the lowest coefficient of friction for dry, greaseless operation. Hydrodynamic operation of water lubricated bearings When the shaft spins continuously above a certain minimum speed and the gap between bearing and shaft is filled with water, a water film is generated, separating the bearing from physical contact with the shaft. This is termed a hydrodynamic running condition. For Orkot the fluid needs to be a proper coolant, e.g. a water-based fluid. Oil-based fluids are not effective. The design of such a bearing is the job of a specialist. Pages 15-19 of this manual deal with turbine main shaft guide bearings operated hydrodynamically. Because of water’s low fluid viscosity, the hydrodynamic running mode allows a relatively low load of 0.5 N/mm2 (72 psi) and a unidirectional speed of 1 m/s (3.28 ft/s) or more. Friction coefficient from start-up to full hydrodynamic operation, shaft diameter 200 mm (7.9”). Bearing pressure 4.5 bar (65 psi) tested over 2,000 hours. Page 10 / 28 Bearing Design Guide Friction, wear and lubrication Orkot technical datasheets state friction coefficients for a combination of bearing and stainless steel shaft mating materials at specified operating conditions. It is recognized that the prediction of friction and wear is not set by simple rules. When two imperfect surfaces slide against each other under pressure a number of issues affect the resulting frictional force. Through our own testing we have found that when polymers are applied against metal surfaces the results of standard test methods differ from real life applications. Also, accelerated tests, done to get faster results by increasing loads or speeds, do not compare directly to actual application friction and resulting wear. Trelleborg Sealing Solutions endeavors to provide practical, applicable data as much as possible, thus avoiding trial and error at installation. Friction and Wear Test facilities at Trelleborg Sealing Solutions Rotherham. Testing is done on true scale, shaft diameter 100 mm (3.94 in). Trelleborg Sealing Solutions Rotherham is equipped with modern test facilities where friction and wear can be examined on a realistic scale. The shaft material including surface finish and hardness can be specified by the customer. Then test conditions are determined in terms of load, speed and type of motion. Water lubrication volume and clarity can be set to simulate actual application conditions. Through years of testing a wealth of knowledge on bearing behavior has been collected. Consult your local Trelleborg Sealing Solutions sales office about your specific project. Time and money may be saved, especially when there are various technical options to consider. Influence of moisture, atmospheric conditions and aging Orkot® has been developed to exhibit minimal reaction to its working environment. The use of organic fibers has therefore been abandoned. Fluids such as water and oil ride the surface of Orkot®, but absorption is minimal. Long-term full submersion tests in water show a wall thickness increase of less than 0.1 % after one year. In practice, water absorption in a bearing 100 mm ID x 120 mm OD (3.94 in ID x 4.72 in OD) for one year, will cause a reduction in running clearance of 0.02 mm (.0008 in). Such a low value needs no further attention as it is overshadowed by other design parameters such as machining tolerances, thermal effects and running clearance. Orkot resin systems have proven resistance to aging. Polar cold, tropical heat, sunlight or ozone exposure, rain or drying wind have no degrading effect on the strength or functionality of Orkot®. Page 11 / 28 Bearing Design Guide General recommendation for bearing dimensions The manufacturing process allows bearings to be produced in any size, starting from a wall thickness of 2 mm (.080in), and diameters ranging from 5/16 in up to 79 in (8 mm up to 2000 mm). Above 79 in (2000 mm), bearings are generally built and installed in segments. If design parameters can be freely chosen the following rule of the thumb is recommended: Recommendations for Orkot Hydro Bearings in specific operating applications and conditions Design recommendations for hydro bearings relate specifically to function, operating conditions and specific requirements of assembly and fitting. Subdivisions made: Oscillating bearings on turbine components Wall thickness = (0.03 x shaft diameter) + 1,5 mm ( .06 in) (the result to be rounded up) and Bearing length = 1 x shaft diameter (This is not a fixed rule. Shorter as well as longer bearings, up to 2 x shaft diameter are being applied, depending upon the application.) - Wicket gate / guide vane bushes - Control linkage - Servomotors - Segments and pads for control ring guidance - Runner blade bearings Oscillating bearings under permanent high load and long periods of standstill and - Spill gate hinges - Safety valves Running clearance = 0.001 x shaft diameter for fluid lubricated bearings, operated unidirectionally Full rotation, continuously operating, waterlubricated bearings For dry running and/or oscillating movements: Running Clearance = 0.002 x shaft diameter - Main shaft guide bearings - fitted horizontally - fitted vertically Page 12 / 28 Bearing Design Guide Recommendations for Orkot Hydro Bearings designed for oscillating motions on turbine components - Wicket gate / Guide Vane Bushings - Control linkage - Servomotor - Runner Blade Bearings On Runner Blade bushings it’s even narrower: Clearance = 0.4 x 10-3 x Diameter shaft Please consult your local Trelleborg Sealing Solutions sales office if you are considering a tighter than recommended clearance. Typically these applications: To resolve these typical application requirements we recommend bonding for thin wall bushings. This means that thin wall bushings may be supplied undersized on the OD, leaving room for the bonding agent (see fitting recommendations for bonding). The ID can then be set to suit the shaft diameter and alignment. - To obtain perfect alignment of two bushings fitted in a housing insert (pot) such as often seen in wicket gate applications, we recommend line boring or honing after assembly. Guide Vane Bearings, Running Clearances General (0.002 x Ds) 0.9 M in im u m C lea ran c e (m m ) - require minimal running clearances for accuracy of control and turbine efficiency - require minimal friction from static as well as dynamic operation for the same reasons listed above - have alignment issues because three independently mounted bearings run on the same shaft - require compromise to less than the standard recommendation for wall thickness, especially in a refurbishment 0.8 Tight (0.0008 x Ds) 0.7 Field experience 0.6 0.5 0.4 0.3 0.2 0.1 0 50 150 250 350 Shaft Diameter (mm) Evaluating service experience, from wicket gate / guide vane applications, we found that good results have been obtained by applying: Clearance = 0.8 x 10-3 x Diameter shaft Page 13 / 28 Bearing Design Guide Recommendations for Highly Loaded, Oscillating Orkot Hydro Bearings experiencing long periods of standstill - Spill Gate Hinges - Safety valves Requirements - Apply adequate wall thickness W min = (0.03 x Diameter shaft ) + 1.5 mm (.0in) - Choose ample bearing clearance Clearance min = 0.002 x Diameter shaft - Apply press fit to secure the bearing Press fitting, or an interference fit, may be accomplished by using a conventional press or tie rods to pull the bearing into the bore. Note that freeze fitting, using liquid nitrogen, makes the fitting job easy and fast. Freeze fitting also works well to fit irregular shapes such as trunnion bearings. Page 14 / 28 Bearing Design Guide Recommendations for full rotation, continuous operation, water lubricated Orkot Hydro Bearings Main Turbine Shaft Guide Bearings - horizontally fitted - vertically fitted Design Because Orkot main shaft bearings operate hydrodynamically, the following parameters must be known: • • • • pass through without causing damage to the shaft or bearing. This design is suitable for most turbines where shaft velocities are not high and a clean source of cooling/lubricating water is available. Multi-groove designs can be manufactured as staves, full or split bearings. Radial load (N/mm² or psi) Shaft diameter Shaft speed (m/min or ft/min or rpm) Water supply volume and quality A variety of bearing designs can be manufactured from Orkot TXMM for main turbine shaft guide bearings. The types in order of popularity are: Multi-Groove or Stave Bearing Staves are often used in existing housing configurations. The staves are supplied to suit the width and shape of the existing grooves. Line boring is recommended to finish the ID after installation. Full bearings are normally fitted with an interference fit. This can be achieved by press fitting or freeze fitting. This conventional bearing design has equally spaced axial grooves to allow water to lubricate and cool the bearing. It also enables debris to Split bearings should be assembled with a slight interference fit and mechanically fastened to the housing. If a split bearing is to be finish machined after installation it is recommended to pre-machine the bearing halves with an allowance ID. Then assemble and finish to size. Page 15 / 28 Bearing Design Guide Design recommendations for multigroove bearings, in metric units For vertically positioned bearings the grooves are equally spaced over the circumference. For horizontally positioned bearings the bottom (6 o'clock) groove should be omitted. Bearings typically have 3 mm x 30O chamfer on OD and ID. Vertically fitted multi-groove bearing in metric sizes Shaft Size (mm) Min Wall Min Min Shaft Number of Groove Groove Groove Thickness Interference Clearance Grooves Angle Width Depth A B B W D (mm) (mm) (mm) (Degrees) (mm) (mm) 30 - 60 8 0.15 0.10 5 72.0 8 4 60 - 100 9 0.22 0.10 6 60.0 8 4 100 - 150 10 0.34 0.15 7 51.4 10 6 150 - 200 12 0.43 0.20 8 45.0 10 6 200 - 250 14 0.56 0.25 9 40.0 12 7 250 - 300 14 0.70 0.30 10 36.0 12 7 300 - 350 16 0.84 0.35 11 32.7 14 8 350 - 400 16 0.97 0.40 12 30.0 14 8 400 - 450 20 1.11 0.45 13 27.7 16 10 450 - 500 20 1.25 0.50 14 25.7 16 10 500 - 550 22 1.40 0.55 15 24.0 18 11 550 - 600 22 1.50 0.60 16 22.5 18 11 Page 16 / 28 Bearing Design Guide Design recommendations for multi-groove bearings, in inch units For vertically positioned bearings the grooves are equally spaced over the circumference. For horizontally positioned bearings the bottom (6 o'clock) groove should be omitted. Bearings typically have 1/8 in x 30O chamfer on OD and ID. Vertically fitted multi-groove bearing in inch sizes Shaft Size (inch) Min Wall Min Min Shaft Number of Groove Groove Groove Thickness Interference Clearance Grooves Angle Width Depth A B B W D (inch) (inch) (inch) (Degrees) (inch) (inch) 1.18 - 2.36 0.315 0.006 0.004 5 72 0.315 0.157 2.36 - 3.94 0.354 0.009 0.004 6 60 0.315 0.157 3.94 - 5.91 0.394 0.013 0.006 7 51.4 0.394 0.236 5.91 - 7.87 0.472 0.017 0.008 8 45 0.394 0.236 7.87 - 9.84 0.551 0.022 0.010 9 40 0.472 0.276 9.84 - 11.8 0.551 0.028 0.012 10 36 0.472 0.276 11.8 - 13.8 0.630 0.033 0.014 11 32.7 0.551 0.315 13.8 - 15.7 0.630 0.038 0.016 12 30 0.551 0.315 15.7 - 17.7 0.787 0.044 0.018 13 27.7 0.630 0.394 17.7 - 19.7 0.787 0.049 0.020 14 25.7 0.630 0.394 19.7 - 21.7 0.866 0.055 0.022 15 24 0.709 0.433 21.7 - 23.6 0.866 0.059 0.024 16 22.5 0.709 0.433 Page 17 / 28 Bearing Design Guide Twin Groove Bearing Stave Bearing This bearing has two large axial grooves at 90 degrees to the static shaft loading position and allows superior hydrodynamic performance over a wide range of shaft velocities. It was developed from testing Orkot TLMM bearings on a purpose designed shaft testing rig. The design allows for a hydrodynamic film to develop at low shaft velocities, reducing friction and wear. Good hydrodynamic performance is obtained with shaft velocities as low as 25 m/min. (82 ft/min). This design should be limited to a maximum 300 mm (11.8 in) diameter and may be used for vertical shaft water pumps. Stave Bearing An alternative bearing design uses staves machined from Orkot® TLM marine sheet. It should be noted that a multi-groove Orkot® Hydro Bearing can easily and more economically replace the lignum vitae staves used in some turbines. After removing the worn staves and keeper strips, Orkot® bushes can be machined to suit the carrier. This can be done in the workshop or alternatively bored in place. Page 18 / 28 Bearing Design Guide Water Supply Requirements To ensure optimum bearing life and prevent overheating, the bearings must always be completely filled with water. To accomplish this it may be necessary to restrict water flow by putting a restrictor ring at the outlet. The bearing should never run in the dry condition, and the water should not reach a temperature higher than 90oF / 30oC nor a temperature difference between in- and outlet of more than 5oF / 3oC. Depending on the installation it may be necessary to install a monitor and alarm system that checks for adequate water circulation and water level in the bearing. The water supply required to maintain correct lubrication and hydrodynamic running is calculated using the formula: 0.18 litres / min / mm shaft diameter or 1.21 US gallons /min / inch shaft diameter Water filtration The cleaner the water, the better the bearing performance and the longer the bearing will last. However, clean water is a relative term. Trelleborg Sealing Solutions design engineers have learned that there are limits to how small of a particulate may be filtered effectively. In practice a two-stage filtration system; the first stage using a 20-mesh strainer with slots at 0.8 mm / 0.034 in and a second stage using a 100mesh screen with openings at 0.1 mm / 0.005 in, produced the best results. continually growing on the surface of the filter causing enough restriction to set off the alarms. The continuing costs involved with a water filtration system and maintenance costs must be weighed against the replacement cost of the bearing. As a bearing supplier we recommend the best cooling water filtration system that is economically feasible. The useful life of an Orkot® main guide bearing will depend upon several factors: water quality, shaft alignment and speed, load and vibration, and how often the unit is cycled (start up and shut down). Shaft Requirements Orkot® bearings can be used with most recognized shaft materials and is found to be compatible with gunmetal, phosphor bronze, Monel, Inconel® 625 and stainless steel typically AISI 316L. A shaft surface finish of 0.8 micrometers or 32 micro inches Ra is required to reduce beddingin wear. Orkot® TXMM tends to improve the surface finish during running. As with all bearings subject to the ingress of abrasive particles, bearing life may be reduced. If the bearing is subject to abrasive ingress, consideration should be given to the use of harder shaft liners or carbide coatings. Attempts to screen the particulate to a smaller size, using a 200-mesh screen, met with failure. The 200-mesh second stage filter clogged often, sounding the pressure differential alarms he had installed. It was determined that bacteria were Page 19 / 28 Bearing Design Guide Press fitted bearings, machine-to dimensions and as-fit dimensions The housing diameter tolerance and housing roundness play an important role when calculating the interference fit for a bushing. Upon assembly, either by press fitting or by freeze fitting, the bushing will adapt itself to the size and roundness of the housing. Upon fitting, the bearing will be compressed but the wall thickness changes very little. Therefore, the inside diameter of the bearing must to be machined to a larger diameter than required in the as-fit condition. Calculating the machining tolerances to achieve the interference fit Polymer bearings require a much larger interference than metallic bearings. The calculation of interference fit requires the input of accurate data, including shaft and housing sizes, tolerances and recommended minimum running clearance in relation to the application. The operating temperature range and estimated workshop temperature are also required when the bushing is to be machined. The calculation of interference fit can be done manually but it is more practical to use a dedicated computer program that accounts for Orkot® material properties. Such a program is available from the bearing manufacturer. Page 20 / 28 Bearing Design Guide Fitting Methods Orkot® Hydro Bearings can be fitted using any one of the following methods: Method 1: Method 2: Method 3: Method 4: Freeze fitting using liquid nitrogen (immersion method) Press fitting Bonding Mechanical fastening (screws) For bushings retained by interference our preferred method is to freeze fit using liquid nitrogen. Descriptions of all methods can be found in this section. Freeze Fitting This is a fast and efficient method of assembly resulting in an Orkot® Hydro Bearing with a secure interference fit. When frozen the thermal properties of the Orkot® material allow ample space between the bearing and housing. Orkot® material does not become brittle at cryogenic temperatures. Method 1: Using liquid nitrogen (immersion method) Check the bushing dimensions before commencing by measuring the OD in at least three positions around the top, middle and bottom of the bushing (a total of nine measurements) making a note of the largest figure recorded. Check the ID of the housing in at least three positions around the top, middle and bottom (a total of nine measurements) making a note of the smallest figure recorded. Provide an insulated container capable of withstanding a temperature of -197oC (-320oF). The container must be large enough to accommodate the bearing being fitted with enough clearance on the OD to facilitate easy insertion and removal of the bearing. Place the bearing inside the container and make efforts to reduce its internal volume. This can be done by sealing off unused areas of the container and filling voids by insulating. This will reduce the amount of liquid nitrogen that will be required. Cover the bearing with the liquid nitrogen and maintain this level for the duration of the procedure. The liquid nitrogen level will constantly drop as the liquid boils or turns to gas and escapes into the atmosphere. Use an insulated lid to cover the container whenever possible. Once the liquid stops rapid boiling and settles down to a simmer, the bearing can be lifted slightly from the liquid and the upper bearing OD measured to check for sufficient size reduction. If the OD is not small enough for a simple slip-fit into the housing the bearing must be returned to the liquid for an additional 10 to 20 minutes and checked again. Once sufficient clearance between the bearing OD and the housing has been achieved the bearing can be removed from the liquid nitrogen and quickly transported to the housing for fitting. Do not allow your skin to come into contact with the liquid, the fixture or the frozen bearing. The apparatus used to transport the bearing after freezing (e.g. polyester slings) must be resistant to cryogenic temperatures and suitable to support the weights involved. Page 21 / 28 Bearing Design Guide Ensure that the reduced bearing can be fitted quickly and easily. Once the frozen bearing comes into contact with any conductive surface it will return to its original size and temperature very rapidly. Wearing isolative gloves, slide the bearing into position, ensuring that it is held in place while its temperature normalizes. It is advisable to have a stiff flat board available, larger than the OD of the bearing, to apply equal pressure to the top of the bearing as it slides into place. Once the bearing surfaces have cleared of the ice that forms during normalization, supports can be removed. *Note: Extreme care to avoid severe burns should be taken when using liquid nitrogen. Adequate ventilation should be provided as oxygen is depleted when off gassing occurs in a confined space. Suppliers of liquid nitrogen will provide a data sheet advising on its use. Method 2: Fitting with hydraulic press or center-pull jacks If a bearing is to be press fitted, installers should ensure that they have the proper equipment available to deliver the force adequate to press the bearing fully into the housing. The ease of fitting will vary depending upon the finish of the housing, the ambient temperature and the amount of interference. These factors should be considered when calculating the force required. When press fitting a bearing it is important that it is in line and square with the bore before the operation begins. An adequate chamfer on the housing will prevent shaving of the bushing OD. The force will vary depending upon the condition of the housing, leading chamfers and the length/diameter ratio. Method 3: Bonding This method of fixture will depend upon the design employed. Orkot® material can be bonded to itself and to metallic substrates. Numerous adhesives are compatible with Orkot and have been tested within our laboratory facilities. Generally, the most suitable adhesives are: − Two-part Epoxies − Toughened Acrylics For specific details of bonding agents and conditions please contact Trelleborg Sealing Solutions. Bushing dimensions when bonding The bushing’s outside diameter should be undersized in comparison to the housing bore, leaving a small gap (stated by the adhesive supplier as the filling gap). In addition, a shallow spiral groove may be machined into the bush OD (pitch is 0.7 x bearing length) as a reservoir to help carry adhesive into the gap when inserting the bearing. During insertion the bearing is to be moved applying a rotational and axial movement at the same time, like a screw, to evenly spread the adhesive into the gap. In case an adhesive is not premixed the activator is applied to the bore and the adhesive is spread over the bearing OD. Page 22 / 28 Bearing Design Guide Bonding continued Common Terms: • • • • The bonding agent is referred to as the adhesive. The material/surface to which the Orkot® is to be bonded is the substrate. The distance between the Orkot® and the substrate is the gap. The ability of the adhesive to bridge and fill the gap is the gap fill. • Roughen the surface. Ideally where metals are involved use shot blasting. Ensure any remaining particulates are removed from the surface. Generally, the slightly fibrous surface of Orkot® does not require roughening, though the use of abrasive paper is acceptable so long as any dust is removed. • The assembled components may need support while the adhesive sets. The cure time will vary with the conditions under which the adhesive is used. A typical a rule of thumb is that the cure time will half for every 10°C / 20°F increase in temperature. • In terms of assembly, avoid butt joints in favor of lap joints, so that load applied to the adhesive joint will act across the assembly in shear. Preparation: • Suitable substrates are Orkot® materials themselves and various metals (including stainless steel). • Plastics such as polyethylene, polypropylene, polycarbonate, PVC and PTFE are unsuitable substrates for bonding to Orkot®. • The key to effective adhesion is in the preparation of the substrate and the Orkot® material to be bonded. • Ensure no boundary layers such as oxides or grease are present. If necessary degrease with a suitable solvent ensuring local health and safety guidelines are followed. Orkot® can be degreased by using a quick wipe with a solvent such as acetone, but exposure to the solvent must be kept brief so as not to attack the Orkot® material. Oxides can be removed by use of fine abrasive paper or wire wool. Page 23 / 28 Bearing Design Guide Machining Instructions Orkot® materials are readily machined by conventional machine shop techniques. As a general guide, methods used for brass, aluminium or lignum vitae will apply to Orkot® materials. It is preferable to use tungsten carbide turning tools with cutting speeds of 5.5 metres (19 feet) per second. Orkot® materials must be machined dry, without the use of coolant. Cutting Angle for Tools (new drwg required) Turning Tungsten carbide tooling of the butt-welded type using K20 grade carbide is suitable for most applications. If carbide inserts are used, aluminium grades with high positive rates give best results, e.g. Plansee grade H10T, Sandorid, Mitsubishi. Figure 12 req’d). Turning and boring (new drwg Figure 13 Parting off For heavy wall thickness, the internal and external diameters should be machined simultaneously to reduce vibration. No asbestos is used in the manufacturing of Orkot®, and the material is completely nontoxic. It is, however, advisable to use adequate dust extraction when machining. If unavailable, operators should wear dust particle masks. For small volume work and machining of chamfers, radii and other forms, high speed steel gives good results, but tool life is shorter than with tungsten carbide. Page 24 / 28 Bearing Design Guide Turning, cutting speeds Diameter (mm) Rpm 0 - 50 50 - 100 100 - 150 150 - 200 200 - 300 300 - 400 400 - 500 500 - 600 600 - 700 700 - 800 800 - 900 900 - 1000 2100 1000 700 550 350 250 200 175 150 130 120 100 Table 12 Speeds in mm Diameter (inch) Rpm 0-2 2-4 4-6 6-8 8 - 12 12 - 16 16 - 20 20 - 24 24 - 28 28 - 32 32 - 36 36 - 40 2100 1000 700 550 350 250 200 175 150 130 120 100 Feed rates Type of machining Turning Boring Parting Roughing Finishing Unit 0.7 0.5 0.4 0.25 0.20 0.20 mm/rev mm/rev mm/rev Table 14 Type of machining Turning Boring Parting Feed Rates in mm Roughing Finishing Unit 0.028 0.020 0.016 0.010 0.008 0.008 inch/rev inch/rev inch/rev Table 15 Feed Rates in inches Depth of Cut Roughing: Finishing: 10 mm or 0.4 in 3 mm or 0.12 in Smaller cuts may lead to tools rubbing, causing wear which produces excessive heat buildup in the finished part. Table 13 Speeds in inches Page 25 / 28 Bearing Design Guide Grooving Drilling Orkot® can be readily grooved on a lathe, shaping, milling or boring machine with a 90 degree machining head. For most one-off applications a lathe is adequate. A sharp high speed steel tool ground to the correct form should be clamped in a long boring bar with a three degree clearance ground on the side of the tool. No top clearance is required. Orkot® is easily drilled using either conventional high speed steel or carbide-tipped drills. The chuck may be marked for the correctly spaced number of grooves and each groove shaped in turn. A 0.2 mm (0.008 in) depth of cut should be used, for long bearings a steadyrest may be required. The machine fast traverse (with the spindle locked) can often be used. Linear speeds up to 10 m/min or 30 feet/min can be achieved. The following speed and feeds are suggested: Drill Diameter (mm) 5 10 15 20 25 30 Speed Rpm 1600 800 600 400 350 300 Feed mm/min 300 400 400 400 400 400 Table 16 Speeds and Feeds by Drilling (mm) Drill Diameter (inch) 0.2 0.4 0.6 0.8 1.0 1.2 Speed Rpm 1600 800 600 400 350 300 Feed inch/min 12 16 16 16 16 16 Table 17 Speeds and Feeds by Drilling (inch) Page 26 / 28 Bearing Design Guide Quality assurance Quality check per production day and production batch. Full monitoring and traceability of products, from base materials through production steps, inspections and shipment. Routine testing is performed to simulate the extreme operational environments where Orkot® materials are used. BS EN ISO 9001: 2000 Certificates issued by third parties In some applications certificates or approvals are applicable. Orkot® materials hold certifying / qualifying documents for a variety of applications such as: - Food & potable water contact - Railways - Shipbuilding - Hydro Electric applications Management Systems and Classification Trelleborg Sealing Solutions operates a fully integrated management system which incorporates: ISO 9001:2000 Quality Management System, ISO 14001:2004 Environmental Management System OHSAS 18001:1999 Health and Safety Management System Strict quality control and testing ensure material conformance and batch traceability. Page 27 / 28 Bearing Design Guide The information in this manual is based on many years of experience in the manufacturing and application of Orkot® products. However, unknown parameters and conditions may restrict general statements during usage. It is vital that customers satisfy themselves as to the suitability of individual products through adequate testing. For this reason, and due to the wide range of applications of our products, Trelleborg Sealing Solutions can accept no liability as to the suitability or correctness of our general recommendations in individual cases. For specific operating conditions please consult your Orkot® Hydro Bearings technical representative. Non-Trelleborg Group trademarks are referred to for technical advice only and do not express any preference to the use of these products. The genuine rights and liability of the owners of these trade marks are applicable. Inconel® is a trademark of INCO Alloys International, Inc. Stellite® is a trademark of Deloro Stellite Orkot® is a trademark of Trelleborg Sealing Solutions Ltd The application limits for pressure, temperature and speed given in this catalogue are maximum values determined in the laboratory. During practical applications it should be remembered that due to the interaction of the operating parameters, the maximum values must be set correspondingly lower. For exceptional operating conditions, please contact your Orkot® Hydro Bearings technical representative. This edition supersedes all previous brochures. . © Trelleborg Sealing Solutions. All rights reserved This brochure, or any part thereof, may not be reproduced without our permission. Page 28 / 28
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