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'l'h<, ln:rlyscs lhal cottsitlcr thc cllccl ol thc ccnlrillgal lirrccs anti
.lir::t lurl ttl' this ltt'rt-purll:4tlr(rPrcs(nlsart uttul\firul
its wcll its lhc intcrrral bearirrg gctxnt-tly' Thc
gyroscopic r't'tonlettls
nuxk! tu pt'cdirt lhr P.q1ornk,il.'(sol ltntlrlc-ttttt' lttlx'rc'tl nillct'
thcorctical lritsisol tt qutrsi-stitlicntrxlcl lirr hoth ball 1p1lc:ylirldri-
lx,urin.gs(l)Rl'RB).'l'ln' nultl hds lrl"rl'tt slrurlurcl in lun nu.iu'
cal rollcr lrcirlings was l'irst proposc(l by Joncs (24) ltttd (251.
purrs:( Ih A rotn'ctrtionulqna,si'stulitarrrrl.1'ur l.) d(t.'rrnitt(llt.'
Rclcrcncc (/, wils itlllollS lhc I'irst to study low-s1rcctl ta1^-rcd
int<,nulload listril:iltirtn.tlt( l,cilriil* :itillitt'rsmil tlrc.filrisilclili'
nlller hcitrings. rvith rt vcctttr bascd rrellrtxl to descrihe lhe inler-
urul (2)- A quusi-dvnauilartnh'sisu'hich inlagratt'stlte dilli'ran' 'l'his
nul gcontctry. tlis;rlitccntcnls an(l li)rccs. anllysis rvas litlcr
tial <,tpntionsJitrt<tth lrtring dtnu'nl in <ntlu kt rlctuniru'lhe cxtctr(lc(fh y l . i u ( 1 7 ) c r x r s i t l c r i r r t
g h c c l l ' c c t s ol hilrh rrrlatiorral
atrtounttl'skitfuling,tlrc.liirtion !tnt'cs utul ntntenls und rot$e' specrl. rt:urtcly tlrc ccrttlilirgirl lilrcc atttl the lyrosctlpic lllolllclll
qucntly thc heut dis,riptttitn.'l'heprupos<'dtrtuld ulkn'.s one trt acting on caclt rollcr. ltr contritsl to thc ilti)rclnclltioncd models.
tuke into et'ounl u !!tncr<il e.rlcrnul Iotling (slul't tilting D e M u l . c l i l l . ( . 5 ) ,( 6 ) h a v c p r c s c n t c dl t g c r l c r a l a n t l c o n s i s t e n l
nnnotls, rat!fu1an,l u.t'itil ltxuls). tlrt ittitiul u't'itl nnnltr<'ssiur llrathcnralicitl nrtxlcl of high nrodular cltitrlctcr. More recently.
intnuluccd v'hil<'rnountin(, thc qx'rutittg .tpeetlunl tht luln'iutnt lloupc:rl (?.1) hus proposccl a sinrplc and analytical ilpproirch lbr
in tlt<'stuntl b o t h b l l l i t n ( l l o l l c r l r c a r i r r g sl.i r l i t c d t o s t a t i cc q u i l i [ ) r i r r r t[rr u t r v i t h
lrop(rli('s, S(),n(nunrt'it'(l nsulls ut'<'1tt'r':;tttt<tl
high caplhilitics to (lcscribc lhc trlcchilnicill interactions betweett
ytrt ttf lltis lu'(r'lr.Jftlrdlr.".
tlrt'bcarirtg. its ltousing rrnd the shnft. hetrcc eusy to iniplenrent in
ilny n(nr-littcitr t:.t:.A. plckage. lntlcperrdcntly ol'thc fatiguc lil'c
KEYWORDS
'l cstinruliort. thcr l'r'iclion torqtlc or tht' hcat gcncriltion iJ ilnothcr
lpcrr,rtl Rollt'r' llclrings: ltol Iing Lilclrrt:nl llclrlings
irnportlnl rcsult rvhich rcllccls tltt: ovclnll rrllling truaring pcr-
litlnrancc. A dynlntic rttritlysisol'the rvholc bclring is the starlirll:
INTRODUCTION
'l'ltc point lirr irny ;rnltlytic:rltttclhrxl lo itccoullt lirr sliding ilnd ll'icliotl
i n t c l n t l d c t s i g no t ' r r r l l i l r g b c l r l i r t g s h l t s i t l i t n t l i t t u r ' t t l i t l
lirrccs lrud nr()nlcntsirnrl lhctcltrrc l() Prc(licl tcasotlitbly thc inter-
i u l ' l u c n c co n t h c i r o v c r i t l l p c r l i r r r l t a n c ca t t t l l i f c . C o r t s c q r r c n t l yt h
.c
lritvirrg r'otitting ilrc n a l h c i t tr l i s s i p i r t i o ni t s w c l l a s l l t c c o n l l i b u l i t l t to l ' c a c l t b c a r i r l ge l c -
cl'l'icicrrcy an(l rcliitbility ol'nrrtcltirtcs litrls
n r c l r t . S [ c h d y n i r n t i c t ' t t o t [ ' l st t t t t s l i n t c g | a t c t h e ' d i l l c r e l r t i a lc - t 1 u i l -
stlongly rlel^*rr<lcntttrt thc clroice antl tlcsign trl' hcilrirtgs rrscd,
t i o n s o l ' n r r r t i o no l ' t h c d i l l c r c n t b e l t r i r r gc l c n r c r t l si n o r d c r t o i l l l o w
with a dircct link on srrl'ctyitnd cnvit'otttnt'nl c()tlccm$.Tltc cvcr
il n)orc rcirlistic cstilniltion ol' thc slip velocities between the
increlsiltg cosl of ex1;'-ritrtctttltlwtrrk ltlxl tlrt' ltccd to shtrrtcn lltc
rollcrs lntl tlrc racr:rvuys. Many thcorcticll studics ol' frictional
conccpti(nl slngr' rcqtlirc lhtr tlcvt'krllrllcttt ol'thcorcticirl nlcth().ls
torquc in lollirrg hcitrirrgs ltavc beett pcrlbrnred by lr numher ol'
lntl sirnulirtirrtt ttltrls.
invcstigittors rvhich rrseddill'crrrtt nreth{)dologiesto calculiltc thc
t n t h e p a s t .t h c a p p l i c l t i r r t tt t l ' t l t : r l z ' s ( ! l i t s t i c( : o r l l i l ( :tlh c o r l "a r t t l 'l-hus^
rrlcti(nr li)rccs rlt'r,elopedin EHL conjurlctions. Halris ( I /).
the use ol'sjovall's irtlcgr:rls (-i7) wcrc at thc or'igirrol'trnalytical
( / r \ J h a s s t u t l i e t l t h c q u r t s i - d y n a r n i cc c p r i l i b r i u r no f c y l i n d r i c r l
nlct.hods to calculitle thc intcrrral lorrtl clistlihtrtiorr in u rrrlling
roller bcirrings ant'l trlll bc'aringsconsidering the EHI- theory and
bearing and subsc'quc'utlyto pretlict its stillitcss:rnd tirtigue lil'e
:r Neu'tonirn lrehu,ior for the lubricant. Casscl and Pirvics (//J
(see lbr cxantltls (25t, (29)\. With lhe tirst dcvclopmcnt of cont-
lncnlioned the peltbrnrances ol' the conrputer program
puters. this upproach has evolvt'd itrttl coltventiomitl tluasi-stltlic
SHABERTH - tbr SHAft BEaRing THernral lnalysis oi hearing
-
s)'stems. including bnll, cylindricll ttnd tapcrcd roller bc:lrings
Presentedat the 56lh Annual Meellng
In Orlando, Florida pcrtbrmcd b;- Clecelius 1?) to analyze conrpeling dcsigrt concePts'
Itley 20-24,2001 l-at^r Guptu (/l) rnd (/.1) has introdtlced a non-Newtonian fluid
FinalmanuscriptapprovedMarch7,2002
rnorlel rvhile tleveloping a sophisticittcd ttrodcl ADORE - lor
Revlew led by Wiuism Crecelius
l:8
'firpctetl 229
Anatysisof Doublc-Rorv Rollcr Bcarings:[)alt l--Motlcl
I o t l l l r t t l t l c l l i t r l t t t t c l t i c\ l l l { l i c \ ' l l r ) l l l ( ( r l l l i l ( ' l ( i c { ( } r l l t i l l l o l l si t l l ( l
'
q u l s r - r l t ' r t ; t t n ttc: t l u i l i l r r i t r nct t l t t i t l i o t t si t t ( ' e \ p t t ' : \ c ( l t r l r t r i r t . rr:' c t
I o r t r r t t lt n a t r i x t t o t a t i o t t s . ' l h c l r a t : l i o r tl i t r c c s t t t ' < ' t l c i
t n
l l l t r : d ! t t l t t t t -
i c c t ; r r i l i l t r i r r l tht i t v c l t t t t o h t l r i n c < rl t s i r t l ll t \ o l t \ t ' r ' l o t t i l t t r l l c r r -
\)^, l o g i c i r l r n o r l c l . l h t : e l l e ' c to l ' s u r ' l ; t c cr o t t l ' h t t t ' s sl u t s b c c t t i r l c l t r r l e i l
in thc trlctlittiorr ol'llaction lirrct's.
Ftlxol I FLAIIG! 2
r o ' u DESIGNCONSIDERATIONS
l)ouhlt:-rorv tlpcrctl rollcr hcitrings (l)R'l'RU) may ltavtr rollcr
Fr r'
t l fn"r rows in b:rck-to-ltitck (rlcsiglrirtion sullix L)lJ) trr in lircc-to-litcc
Bccirg curmlin F1
( d c s i g n l t i r x r s u l l ' i x I ) l ; ) a r r i t t t g c l n c : n ll.n D I ) - u r r a n g c n l c n t .l h c
kriul lirrtrsol thc hcaring tlivctjc lou'rrnls thc beilring axis u'hile
- * "
tlte hratl lirttrs lirt' [.)l-ltrrttngcttrcnt cotlvcrgc towrrds the bcitring
a x i s . ' l ' h c rl i r n t t t : rr l e s i g r tl l t r t v i d c ss t t h s r a n l i arlc s i s l i u l c cl o l l l o l n c n l
k r a t l i r t g{ l h ; t l i s . h i g h s t i l l i r c s s ) .r t h c t s i t sl h c l ' l t t c t ' p r o v i d c sg r c i l t c l '
Flg. l-schematlc vl€w ol I doubl€-row tapered roller bearlng In DB'
arrangomonl. t b i l i t y t r r i r c c o r t u t t o d a ttrtrr i s l t l i g n t n c n(l t c l r t t i v c l' l c x i b i l i t y ) .
A s i r u p l i l ' i c r lc n r s s - s c c t i o t ot l ' a I ) R T R I ] ( t t l I ) [ ] - a r r n n g c n l c n l )
including thc tlpcrcd rollcr bcarirrg.onc. Sitlcc lhilt work. nlilny s o r n cs e o r r t e t r i c a<l l e l l n i t i o n si s g i v e n i n I ' i g . l . ' f h e t l c f i r r i t i o no f
nllling hcaring uurlyscs prcscnlc<lin thc litcraturc hitvc ttscd non- cuch syntbol is givcn in llre notrtenc:laturc.
'l'hc
N c r v t o n i l n l l u i d r r t r x l c l s( o l ' v l r i t t t t s l y p c s ) t o c s l i n t . t t ( ' l h ct f t t c t i o l l conical rlccwity surlitccs ol'lltc cottc arttl cup have a conr-
artd ball bearings.r(t:rpctivcly.'[hcy gaveiit melh(xl to idcntily thc hc:u'ing it is possil'rlcto tlclcrnrinc tlrc nr:titl gconlctl'icill pal'alllc-
c$trihulion ol citch inleraclion bctwccn bcaring clcntcnts to thc trrrs r'.\.lhc rollcr nr(lius iln(l thc bcitfing illlg.les:
lully-or parli.tlly-.iltnltllctl rollcrs. lrt lhis litst w()rh. lllc c(rnlilct c r r t la l i l s c x t l c n t i t y . r c s p c c t i v c [ ] ' .
n,het-e
4.,
t I , ' . r , ,- - -2
d.. +
-t,-l; ) l l
1 1. [r',.,1.(rI.,
(fu.r,.,..,1.,,
I6
('
d : . r=' d .+ 1 u '1 , ,T ( d .+, + ) l
Fo F" FO
r+4 v (-
. displacetnent
-til,)-{ ::;:i;;,::ikl},,'u,
r3arR*,.(",,,'d,,i
vector
A* : {d,..r,,,d.y,r,,'
d".ru.}?
232 I. Bnncnn.D. NEI-lns,rxt>S. (lttutt.i
where the upper sign refers to the inner colltacl (k = i) and thc
lower sign to the outer contact(k = o), aud c,,,is an intlex tlrat
'''* *"'},,,
dependson the row; cr = - 1 fbr nrw I and cu = I lin row 2'
The nominalpositionvectorR, of a flangesurl'irce
comesinto contactis:
point that { ";,:.i'tr;"lil:t:T,"' tl2l
S*,p=(
( r
t)
I
I I8l *'--{;;; :f:'.*;,1
s']''' ll4al
[ +nr(r)J
where the signs"-" and "+" relbr to the inner (k = i) and outer (k
where the signs"-" and "+" refer to the inner (k = i) and outer (k
= o) racewaycontacl, respectively.
= o) racewaycontact,respectively.
(
.| - -
f R"[rrs.\ rns('y fl)]
'l
r: { ii,"\':;.
sr'
"::" :'"l
s * , f = ",r,
{ . s , , , r , } * 1_ g . tel u4bl
[ ",,r,J " , )I
|. -n" . sir{1- 0)
ln a similar way than for Eq. [0], the final position of any = (Ri,- - Ri;.*)n1,m
61.^(4r) il7bl
point of the inner ring flange is given by the following vector:
The signs "t" correspondto inner and outer racewaycontact,
respectively,and nu reprcsentsthc normal unit vector at the con-
Ri,., :
{fi} = Rr.," + r,,, * A.,, f I x R1... = tact point on rhe raceways (k = i,o) and guiding flange
i\ntlysis ol' Double-RowTaperedRollcr llcalings:Prrt l-- Modcl 233
(k = fl. The expressions of t\* arc prcscnlc(lin dctail irr Appendix ( f l.',,): (l .. 1.'--- r'1:r3't.1;i'(/,,
r(r")ros|r/t:''
A.
Accordingto l-lcrtz'sthcory,the norrnalloitdltrttlrntttttclllarc I .1.;"e,,..:(t.)rrrstr/r' [20cI
!.,;"u
lirrkcrtlto the contaclelasticdelilrmitlions:
i! '- )j,, ,
.\/,,,) :tl . ,11,,
:1;u
Qft,,,(q,) - t'o
r,i')d'r'L: | | ti.rl trr';..,,,sltttt
tf;.t,;t"Jil{/,,.,,,( t20dl
I r'i,.,,,,ttsttr'""t";r/'r'r1u'}
.ln',I1"/*'i.r'.
1 ! i i / . ,) : ( )- - J I - Il,. ,
- /t.r'
Qr,,,.(0) ll8bl
4/'(.,i') -1"t'.1.'..,,,rrtstts1'11i)r/'rrlf')
ti:+ .t,;"J,Jtt,,.,,(* r,1,,.,,,'sirttt l20el
rl fl
Ti.,,: I r1(t:,rlt)rd:r: 1\i.., / ,i,'11l*'(t,,'vi),,,dtt IlScl
Jo .lo
Equationsl20dl and l20cl wereotrtaincdsrliling tionl the fbl-
The contactstif'tnesscsK,' K. artd K,. which dependon thc
lowirtg n:athenratical firrnrulttionof lltc lolcl intcnsitycorttribu-
materialpropertiesdndcolltilct geometryat the roller'-racewayand
tion (c1,)to thc rcsistanltilling tnonrc.nt:
roller-flangccontacts,respectively.are given by Harris( I9)' Fot
detailedcxprcssions of Eqs. IlSrtl-llttcl the reitdernlay rcl'erto
AppendixB.
&,.r, Xeo- ,,,( "';,::;',,'",]lili',
,,:1,,,;ililil'.i""
)
Quasi-Statlc Equilibrium \ 1 , , , , , , , , , " i , , ,I' r , , . , . , , , t ' r t s r t t i t t t/. '
Iti,*(r", * M, :6
pt1,u.) t l9bl BEARING LIFE
&
In currentengineeringapplicationsof a rolor supprted by
wherc Q* is the contact load; F. and M* are the centrit'ugalforce
rolling bearings,thc calculatiorrof individualbearingfatiguclife
and gyroscopicmolnent,respectively,and T n representsthe con-
is rnatleusingthe ISO standardmcthod basedon thc Luntlberg
tact moment.Detailedexprcssions of Eqs'Il9al-ll9bl aregiven rncthodusedby narr-
an<lPalnrgrctt /2,3)theory.Thc standarclized
elsewhereby Crctu,ct al. (-i) tbr a singlcrow taperedroller bcar-
ulirclurcrsin thcir catalogucsl() cillculittc;t dynanticccluivalcnt
ing.
load is subicctcdlo ntnnytcslriclitxtssuchas;zcro inlertlalclcat'-
Bearing equilibrium: the quasi-staticequilibriumcqualions tll'lhc inncrantlttttlctrings:lrndno
lncci parallclt.lisplitccntents
of the completebearingare nccdcdto lincl the linear and angrrlar
ccntrilugallilt'ccandgyrosctrpic lllolllclll.
displacements 0*, 6y,6,, Yyand1, of the shaftat thc middlecross- scctionis to evitluatetheopcratingheat'ing
The purposct>fthis
sectionof the bearing. distribrrtiorras obtaincdby the prescnt
lif'eusingthc internat loacl
A conrbinedload appliedto the shaft inducesdilferent loadson
quasi-stulicanalysis.Itr nornraloperatingconditionsthe guiding
eachcup.The sum of the inrcrnalloadsresultingon eachcup must to il pro-
flangcol'eachbearingrow is Iightly loadcdandsubjected
balancethc cxtemal loading.The quasi-static equilibriumol'the
nouncedsliding. Scuflirlg may occtlr at this conlactbut is not
DRTRB in DB-arangement,which includesthe contributionol' lil'c lating melhod'
includctl in thc Lundhcrg-Palrrrgrcn
eachrow, is given by: the lif'eof'thc guidingI'langcis itssurnctl inlinitc'
Conseqttentty,
Thc presence of a rclativernisalignmcnt hetween the inncrand
(tn,) : o: F* - L#" Ii" Q",r0il"o",;,tl'!,+ outer rings modifiesthc loac'ldistdbution atnong rollct's antl lhc
loadtlistributionat fhe rollcr/raceway u()ntircls. ln thc slicing tech-
z'tT" .[i" e,,,2(t!t\
t:os(:tt(t [20a1 length of a linear contact is divided into
niqueused,theeffective
a nuntbern ol'clisks with thickncss Al. Thc probahility of survival
(D l;,) :0 = Fv - z#!t .l;?"(),,,1(ri.,)sinrilt!t-
lbr thewholebearingis predictedts thc Productot survivalprob-
abilityofeachslicc.
' l20bl
iT" Ii" Q,.2(l;)sinti"itt'
234 I. BcRcn,q. S. (ilrritl'
D. N6t.tes.cstr
I/,i.;I
236 l. [Jetct:'r,D. Net.trsn*tr S. Cnt;t'ti
,;\:-'ii,;_'i tion lbrce belweenthc rollor and thc cagc pockct F., Eq.
1 [37b],
. roller rotationalspeedor*, Eq. [37c]
fz*
of FrictionForcesand Moments
Description
(b)
Thc forccs and nlonrentsof friction that act on each bearing
componenlarc prcscntcdbelow.
Sliding traction forces and spinning Inoment: the sliding
tractiorl tbrces cluc t.o lubricnnt shcaring are calculatcd by inte-
grating the shearslresswithin the contact.Figure 5 shows lhe
lubricantthrougha roller-tlangeidealizetlcontact.To calculatethe
Xw
tractionforceF*.,.,and spinningmomentM.,r.*,the contactareais
discretizcdin rcctangularelements,as shownin Pig. 5-
F",r,u: |3 8 1
.[ Io,""uo,
(c)
t l
A ' 1- " J , " .I: I ( r p . l t f - r r y ' 2 1 ) < l A 7 i39l
Fig.4-lsnn"nttal torcesandmomentsactingon a loadedroller. .t .t;t,
(a)plane(Yw,Zw)
(b) plane(Xw,Zw) A f'astcornputersolulion asdevelopedand appliedto ball bear-
(c) plane(xw,Yw) ings by Houpe* (2 I ) and then usedby Cretu, et al. (3) to tapered
roller bearingsis also appliedto determinethe distributionsof the
shearstresscomponentsin DRTRB.
where f.,,., is the friction force per length unit that actson the t-th The rheological behavior of the lubricant is describedusing
sliceof the conjunctionk. Johnson and Tevaarwerk's non-linear viscoelastic model (26)
The roller diarnerercorrespondingto the axial coonlinatec" is: which relatesthe strain rate and shearstressby the equation:
DxJ=D,,-2ci,;tan(e) t36l
. ltlr
From Fig. 4, the quasidynamicequilibriumof roller relieson '- + k sinh(L) t+ol
Gdt ,l to
\i/
l r t
-
r )
Yr
lry Iltruperttl.l). lrinlllv llto lt'itctirrrt
vmlkrd Xt
(F.,.)is cirlculirtcdwith 14. [4]1.
l,ubricanl clrag force irnd monlenl: tlulirrgbelrillg l'()lilli()n.
(a) (b)
drlrg lirrcctluc to tltc transla-
cachnlllcr is sulrjcctt'rllo it visc'otts
tion o[ thc rollcr throughil gilscousrrlixlurc.Thc uxprcssion ol'this,
lirrce wttsploposcdhy Hlrris lntl Mindlrl {lOJ and theu trscdby
Fig.$-Typical lubrlcantllow throughthe rollerend'tlengeconiunctlon'
(a)plane(X' Yr) et al. (.i(r):
Rurrrhargcr.
(b) plane(Yr,Zr)
fl, : /),,,I (./),,,c,',.)?C,1 l44l
irr,,,
whcK:p,,,is thc lubriclnt-gusntixttttctlcnsity{6t,,, = p,,.,x Oil vol-
umcflbtll voluntr). D,,,is tltc rrllcr ttlclttttliitntcterlrndC,ris thc
?o9 | -" ,"t ll,^.
: rtlag cocliicient(connecle(lwilh lulrricurttl)ropcrtiesirnd rollel
- ( Y"'"r (t
F-r^. l r; ! - or,u1c-u^*)()'(i481.1r*tt l4l I
dinrcnsions).
'Ihc
valueol'thc dlitg cocl'licit'ntC,,.tatrulltctlits it lttnt:tiortol'
whcrc t is the sliceindex:G.. U* atrdW* ilre thc non-dimcnsional thc Reynolclsttutttbcr(/3,),cirnlrc cxprcsscdas:
pal'ameters ol' materiill. speedand load. respectively:R is tlte
equivalentradiusof curvlture in thc rolling direction,crnis the f i t 7 l ) l ( i 1 ? r ' ' 1 . 3 : 1 8 8 4 . i r ll 3
pressure-viscosity coeffrcicntancl<D.,.
is the thennal reductionfac- (-,1: Ll(i42- -}:::+ ' -+=-- t45l
ttr"rrr(,llc') JN' Ilr
tor proposed by Murch ancl Witson(J/)'
Traction forces due to asperity contacts: when the bcaring I'loweverit shouldbc notcdth.rl at r()liltiollalspcctlsusctlirt
operatesat low value of A (lambdaparameter,A = h,,r/o).the trac- this stutly (lessthan ?.500rpm) the lubricantdrag lirrce is snlall
conrparedto othgrresistance lorcesin the hcaring.
tion force due to asperity-to-asperitycontactscan be a significant
part of the total forces Fu {k = i,o,f). According to Zhou and Evcntuallythe rollertlragrltomentM. thatactson a plitnctrot-
et al. t1973).
mal to the rollet axis is given by Rtrrnbargcr.
Hoeprich (42) the ratio of asperity contact load to total load
appliedis an exponentialfunctionof A:
HEAT GENERATION
The contributionofcach frictionlorce(rollerdrag,tractioncluc
: enp(-CrA(*) t42l to lubricant shcaringand to asperity-to-il\peritycontacts)arld
W resistancemoment(torquedue to fclling rcsislanceantl the tan-
genlialpressureforce) to thc toral heat dissipatetlis straighttbr'-
wherethe consrants C, andC" canbe determincdby intcrpolating warclknowingthc intclnalkinetttuticsof the bearing.
lhe correspondingcurve of the surfaceprotiles usingEq. [421.The
tiiction coefficientp., due to thc contacrbetweenasperitiesis Heat Generation at the RacewaYs
expresscd from adhesionthcoryof tnetalsasa fultclionof'theclit- At tlrc inrtcr'-(tr'outcr-rilccwlty lo tltc
colrtilcllltc uorrlritrtrtion
ical shearstrcssat thc interlirccS,,,theyield stressofthc steclbulk totalhcat tlissipatcd is givcn hY:
P,,(for rnoststeelsS/P.'= 0'2) and the surfhcctilm corrstant<D.'
k = i. o itntlrn = 1.2l4(rl
", otr.,;i"i.,;ltl';,',lr'1.1v),,,lt,itlti'
I[(i1,.,,,
that dependson the lubricantadditives(undernormal opcrating
conditions,@c- 1.0).with thesespecifications the tractiontbrce -
whercAV*,,is thc slitlingveltrcityat the rollcr indttxj rollerracc-
Foobecomes way contact(indcx k=i for innerand k=o lor outer-r'ilcewily coll-
tact),correspon(lingto the t-th rollcr slicc'
t b (
Fup = popQon: =f - Ctlt"'1 t43l
Qre,t:|t( Heat Generation at the Flanges
The total heattluc to liiclion hetwecnthc guidingflarrgclace
Equation[43] is appliedboth to roller cnd-flangecontactand as:
anclthe t'ollercntl is clel'ined
to eachslice of the roller-Iacewaycontacts.
Roller-cagepocket friction force: in many works, the friction . duc to lutrricantshc'aring
cocfficient ol the roller-cage pocket assembly is not conelated
with theoperatingconditionsin termsof load,speedand lubricant r/4'l
l l ( J"1,,,= t; .l',1'l .l' J',r,.,
1(rrr i L'v'vu.1r r1.lA V1".;.)r1"1,1,;
1,,,
properties.Thus, Rurnbarger, et al' {.16)assumcdvaluesequalor
less tlran 0.10 while Gupta (14), (.f.ii useclvaluesin the range
| ,I .l',i:'
\!t,r,nt.,),,,,t, I47l
(0.05-0.30)for thc Couklmb'stypeliiction coefficient.
238 rNr: S. CnE'ru
I. Bnncr.n,D. Ntit".tirs
ing, dependingstronglyon thechoiceof the initial axial compres- f /9) HariN. T. A. (?ff)l ), Ro//i[.q Bcarrlt.qrlnalt'sru.4th Erj . Jolrn Wilcy & Sons,Ncw
Yorli.
sion (or preload).Such a model could be useful for advanced (?0) Hiris, T. A. {n(l Mindel. M H. ( 1973)."Rolling Elcmert BcaringDynamics"'
applicationsinvolving DRTRB (helicopterand automotivegear' 2J. pp 3l l-3.37.
!'lzc<rr.
boxes,machinetools, . . .). The modelmay bc usedfor exampleto f2ll Houpert,L. (1985,) "filst Nunrcricrl Calculationsof EHD Sliding'Iruction
Forces;Appficatiorr to Rolling Bcarings"' ASME Jour. of Trih ' lf7, pp 234-
optimize the bearing internal geometry.The model presentedfor 24!J.
single and double-row tapered roller bearings can be easily {22) Houpcrt.L. (l9tl7). "Piczovisous-RigidRolling and Sliding
Trrclion Forces'
Applicirtion: The Rolling Elcment'CagePockel Contuct," A SMEJour' ofTrih"
extendcdto multi-row taperedroller bearings(nr > 2), or to other
109. 2, pp 3(13-371.
typesof bearing(DGBB, ACBB, SRB, etc.). {2.1} Houpert. L. (1997), "A Unifomr Analylical Approac} lbr Ball
and Roller
For clarity in the presentationan example of applicationwith BeuringsCrlculations," ASMEJour. of TrrD., 119,4' pp 8'5l
-851i'
(24) Jones,A. B. ( 1959)."Btll Motion and Sliding Friction in Ball Beuings"' zlSMl
some typical and significant resultsis given in the secondpart of
lonr. of Basit Engineering,Sl,pp l-12.
the paper(N6liaset al', 2003). (?5) Jones,A. B. (1960), "A Generd Theory for Elastically ConstrainedBall and
Radial Roller Bearings Un<terArbitrary tnad and SP€edCondilions"'ASME
ACKNOWLEDGMENTS Jour. of lJasit Engineelir3, 82. pp 309'320.
(26.1Jotuison, K. L. and Tevaarwerk, J. L. (19??), "Shcar Behaviour of EHD Oil
The authorswould to thank Dr' W J' Crecelius for making
Fif n:s," in Proc. /to; Sot:. (I.ontlon)., Su i es A. 356' pp 2 | 5-236'
constructive colnments and uselul observations that greatly (27)Lirt.J.Y. (1976)."AnalysisofTapercdRoller BcaringConsidcringHigh Speed
improve the formulation presentedin this work. and ConrbinedLoading," ASMC Jour' of ltilr.Teth.,98' 4' pp 564-574'
'fitpe
Analysisol'[)oublc-Rorv ltrl llollcr f+Lrilrings:
Purtl-Model 239
tJSi L,undhrs. G. and I'rlntgrcn. A, (lo.l7). "Dyrtultic ('ilpncil)' of l{ollins whcrc: Ai = sin t
Rcrrings." iltkt Ptll't<thni<'tt, Mc<'hctttit'<tllia.llnrtirri s(rirJ l. l{oyill
Bi = -c'os €
SrvcdishAcathmy ol'LnginceringScicnccs.StockltoltrlSucrltn). 3. p 7.
1.?9)l.untlherg.G. rnd Palnrgrcn. A. 119.52). "Dlnrnric Capacitl'ol Rollt'r[i'lrings"' C, = p," sin t: - x cos r:
ia,gScri('.r.1.Ro)'rl Sscrlislt Acirlcrny
,1rtu Pilttu hui<ct,lrl<t'hunicollin;.1itu'tT I);.u,= l),, co$ f + x sin [ - rr,rcos [3 - e.. sin [t
ol LnginecringScicttccs.Stochholnr(Srvctlcn)..1. p 9(r.
* lr+ir.u,(:os1lr+ f*,r.,,,sill qr I cos [t * r'*,.,,,,sirr
[l
r.10,Mnrtin. tl. M. ( l9l6). "]'hc l,ubricuionof (icar'll'cth." Lirgl&t'ritl.q(Lottdon)'
1 0 2 . r ) ol l 9 - 1 2 1 .
(-i/) Nlurch,1,. E. ilnd Wilstrr. W. R. l). (197.5)."AThcmul Ehstohyrirodynlmic . Roller-outerrrcewayc()ntacl:
Inlct ZoneAmlysis;' LSlvlE,lour. of Luhr.'l'cch..97. F. pp ltl5-l ltl.
'liltrcd
{.J?l Nilias. D.. Bcrccr, t. .lDd Mitu, N. (2{X.13)."Analysis ol' l)onblc-ltow
Roller llearings. Pun ll - Rcsults; Prcdiction ul'Fati.lue- l.ifc and Hcat dr(.r, q1'): .{..u4.,} rt"l},, * 9,,(i,, + [),, lAsl
Dissipation." 7ir[. ?'rrztr. in prr'ss.
{.i.1) NClins, D.. Seabm. J.. Iilanrund. l-. rnrl l)alnraz. (i. (lt)944), "I'owcr [r)ss where: Ao = sitt t
Pretliction in High-Spcri Rollcr Bcarings." ia Proc. o! thc 2dtt l-ectls'Lyxt
Svnp. on
'lrib.,
Lyon (France). 1991. l)owson. D. cl il|. e(i.. Elsevicr, B" = ct-lsI
Anrsterdilrn.'li'ibolo1i,"stin. 27. pp.165-471.|. Cn=-p,"sillt+xcost
(.14)Nilias. D.. S{iusot. P. md Flstnand.L. (1994b). " Porvt'l Loss ot Gcarbox Bnll
D,, = 0* cos t + x sin s + rrr cos G + e,v sin cI
Bcaring UnclcrAxial rud Rildiill l.ouds," 7]'iD. ?i'lrrr.. J7. I, pp tl3-90.
- [r*.,, cos rp + r*.," sin q, I cos c - r*,)*sirl cl
(-15) RuDbrrger.J. Il. and Poplawski.J. V. (199'l). "Concltting Compulcrizcd
Rolling Bcaring Analysir Tcchniquesto thc ISO Standlrrlson Load Rltirrg ;tnd
Lil'c.- fiilt. ?itars., 37. 4. pp 79il-80l.
F4uations[A4l and l45] cun hc rcwrittcnils it linciu'titnclion
(.16)Runrbargcr. J. tl., trilctti.U. (i. aml (iuhcutick.D. (1973)."(;ils'fnrbinc Enginc
Mainslraft Rollcr Beiuing-SystcntAnillysis." A.l?Ili Jour. <l'l.uhr.??c/r.. 95. 3. c,fthe rolleraxialco-oKlitriltex:
pp 401-416.
(.17)Sjovall.H. ( | 931),"t clilstiliilgsti)r{lclnirlgcn
intll Kul-ocltRulhgcr vkl Civtlt
rI;.,,(:r:.q,r)- .l';.,,I t:t1;.,, I A6l
Ynre Radial-ochAxixlbclastningar." ("Tltc Lond Distributkx wilhin B.tll nlld
Roller Bcaringsundcr Givcn Ertemill Rildiill and'l'hrusl L.url").Ii'Oti.t*
Til/r*rry', Mckanik, Sept.,9. . Rollerend-llangecontact:
(lt)) SKF Gcnerul Carrrld.qre( 1989)..10008.A. B. SKF, Cothenburg.Swodon.
(J9) Wang, W.. Wong, P. L. and 7,hang,Z. (1996), -Pilrliill EHL Amlysir of llib
Roller End Contflct in Tapcrcd Rollcr Bearings." Tlib. 1nt.,29. 4. pp 3 l.1-32l. 6y.",Ut): &*A1* u,"[]1 *,prCy't D1.,u lATl
(40) 7lr^r'9,2.. Qiu, X. ord Hong. Y. (1988), "EHL Analysis ol Rib'Roller End
Contilct in TnperedRoltcr Bearing," 71'ih.Tuu.31,4, pp 461-467.
where: Ar = cos(Y-$)
14l) Wang,S., Cusuoo,C. dnd Conry,T F, ( 1993),"A Dynanric Model ofthe Totquc
and Heal-CencriltionRatc in'fapced Roller-BearingsUrrdcrExccssivcSlitling Bi = -sin(T'O)
Conditions." liilr. Iivz.r.. 36, 4, pp 5 t3-524. Cr'= -r*r" sin(1-0)+ r*iz cos(Y-O)
(42)Zhov. R, S. and Htrprich. M. R. (1991),'Toquc of ThFred Roller-Bearings,"
Dr,' = -r*ri cos(Y-0)- rwrzsin(Y-O) + L' '\in(tl)-
ASMli .tour. ol'l't'ih.. ll-7.3. pp 590-597.
cwcos 0 - ff*rirn cosl.p+ r*tirr sill lrl sin (l + ri',,*.,,,
cos{)
APPENDIX A
APPENDIX B
Formulation of the elastic deflection at the different roller-
for ContactForcesand Moments
Expressions
raceway contacts(i,e., 6,, Eo and 0,. at the roller-inner raceway,
rol ler--outerraceway,and roller end-guiding tlange,resPectively).
I(i.,,9,," r r l ) / ! ) r=r
The unit vectorsnk normalto thecontactingsurfaces(with k = Qi,,t :
-
* [ ( " l r : , "t x : ' 1 1 , . " , Jo
gi.o Li)
i,o for the roller-inner racewayand roller-{uter racewaycontacts,
and k=f for the roller end-guidingflangecontact)arc given by: Iii.,, I
. ' . ! . . - t ( ),. " r , r l t t / ! l _ . o. .. \ /
I9l1,.
't' t 't'
I tBtl
!;'u lqt
di,r,, : - ft)sp t;i,rul)t t:os{}uts (t} I lAtl
{*.sin,p,
',': {':;,i',,rli*t1,.,,
)/i,.,,,1... . r { . ',
r.r 'r,.,,)" 'r,r, r ,
1,,,,, rr,r./
1t,.,. n,.,,)"'''ll,l
,,
fru'o : - cosft $it txh uts( t) utsltl'l' tA2l
{*s'ino, 1
g!t'-(.i'':rE/e --i)',.tt'/t')lll2l
-- 'J8,J1,,''"' -,i.'t.tn/')-"lir:,''I'''tt:".:u/u
'
fi.1,,n: sirficon!, - si,n0sinlt}1' tA3l lsq;.,, "r'
{!cos7,
where the sign "+" refers to row | (m =l) and the sign "-" refers at small
where dl'], ana r{l representthe contilcl tlefbrmations
to row 2 (m = 2). and largerollerend,respectively.
Substinrting with [Al]-
Eqs.tl0l, tl ll, Il5l, and [6] together
[A3] into Eqs.[17a]and il7bl oneobtainsthe tbllowingrelations APPENDIXC
to expressthe elastic delbrmationsat the diff€rent Hefizian con-
Cage RotalionalSpeed
tacts:
equilibrirtm
of dynanric
Whileaniteration rowis
of a bearing
. Roller-innerraccwaycontact: performed,a ncw cagc angularvelocitya.r(.is obtainediN related
to the roller angularvelocitiesor,,1.
6;.-(t,lt) : u.tAi * u,"Bi t ?oCt * D1.n,, l44l ttnt.(e\..1 fzn
e ) , , r , r : (' l - : : : : i / ) ( - / u , , . . 1 , , , t 1 or r)t,= 1 , 2 t c l l
tut(1)'"2r .Jo