Professional Documents
Culture Documents
A. L. Braun*
A constant flow of oil from the loaded part to the unloaded hollow glass shaft rotates in a self-adjusting porous bronze
part via the porous bearing therefore exists x . It should be bearing: R = 4 m m ; A R = 13/am;speed = 500 r/min; oil
noted, however, that this only applies when the bearing viscosity: 0.043 N s m -2 at 20 °C and 0.015 N s m -2 at
and the bearing gap are completely filled with oil. 70 °C; and radial load: 5 N. With the aid of a small mirror
in the hollow glass shaft and a microscope with a large
Besides the parameters which determine the pressure build-
focal length, every point in the bearing gap can be observed
up in a solid journal bearing, the following may be added for
(Fig 2).
a porous bearing:
The porous bearing was impregnated with oil just before
H Thickness of the bearing wall
the start of the test. After starting the glass shaft in the
q~ Permeability of the bearing. This material property
statically loaded porous bearing, it was observed that the
determines the flow resistance to which the oil is
oil became darker due to the bronze particles which were
subjected in the porous bearing wall
worn off from the bearing bush and scratches developed in
Bearing materials with the same porosity may have an the loaded part of the bearing. Shortly after the shaft
entirely different permeability. It has also been found that started up, small air-bubbles appeared in the unloaded part
the spread in the permeability of a number of bearings of of the bearing gap at the pores which had the largest cross-
the same type is sometimes quite large 2 . These material section. These air-bubbles increased in size and collected
properties will have an effect, albeit difficult to determine, to form elongated air fingers. The porous bearing wall was
on the pressure generated. then clearly no longer completely filled with oil: in some
The literature provides various approximate calculations of of the pores the oil had been replaced by air. Since the
the hydrodynamic load-carrying capacity of porous pores with the largest cross-section exert the smallest cap-
bearings, usually using shafts and porous bearings immersed illary force on the oil, the oil in these pores will be sucked
in an oil bath. As far as normal porous bearing practice is out the easiest into the bearing gap. The air in the bearing
concerned, neither these calculations nor the tests done to wall can then penetrate into the bearing gap via these larger
check them are valid. pores.
Fig 3 shows the bearing gap photographed in the test set-up,
A look into the bearing gap several hours after the start of the experiment. The bearing
An experiment was carried out using a set-up which allows gap in the middle of the bearing was photographed in ten
the bearing gap of a porous bearing to be viewed via a positions of a complete circle, by rotating the mirror
hollow glass shaft. In the set-up, a mirror-smooth polished through 36 ° each time. By joining the photos together we
obtained a picture of the bearing gap in the middle of the
HoLlow glass shaft t Porous bearing bearing. It can be seen that the air which was sucked into
the bearing has collected to form elongated air fingers. The
oil in the region of the air fingers will not contribute to the
load-carrying capacity of tile porous bearing. The loaded
part of the bearing, in which there are no inclusions of air
//// //// x/x/k////////.~/ in the oil, so that here the oil can contribute to the load-
carrying capacity, occupies only one-seventh of the total
circumference of the porous bearing in Fig 3. (In a solid
bearing, the pressure-generating part of the oil film occupies
- - I 4 virtually half of the bearing circumference.)
\\\
Y///f//Y//////////..4////
-tr d = 25.1 _1
I-
Li ...... •
0° 270 ° IdO ° 90 ° 0o
236 T R I B O L O G Y i n t e r n a t i o n a l O c t o b e r 1982
B r a u n - Porous bearings
Small dc motor
This motor, an ironless rotor type, was equipped with
porous cylindrical iron bearings press-fitted in the motor
housing with shaft diameter 3 mm and bearing porosity
25%. The bearings were impregnated with oil having a vis-
cosity of 0.043 N s m -2 at 20 °C and 0.015 N s m -2 at 70 °C.
The tests were carried out with the shaft of the motor
in the horizontal position. The bearing was lightly loaded
by the weight of the rotor.
When no external load was acting on the motor, it was
found that the behaviour of the shaft in the porous bearings
was dependent upon the time which had elapsed between
the manufacture of the motor and the moment of testing. b
Tests carried out soon after manufacture consistently
showed the following picture for the various motors.
Immediately after the motor was switched on, a half-6o
whirl occurred for a short time (Fig 4(a)). This indication
of instability often occurs with unloaded or lightly loaded
hydrodynamic journal bearings. With some motors, the
shaft motion remained unstable, with other motors the
shaft then rotated centrally in the bearing for some time
(Fig 4(b)). In all motors, the shaft finally dropped through
the oil film over a period of approximately 15 min to 1 h
(Fig 4(c)).
The tests on these motors were repeated four months after
the first tests. There was no longer any lubricating film
generation between shaft and bearing. After the motor
was started up, the shaft continued to rotate at the spot
which it had occupied when stationary. This is comparable
with Fig 4(c). C 2/ m
The same tests were carried out on motors which had
undergone a life test of 4000 h (static load: 5 N, speed: Fig 4 dc motor soon after manufacture, n = 2000 r/min
1500 r/rain, cycle: 3 h on, 1 h off). After switch-on, no (anticlockwise). Lightly loaded shaft. (a) Immediately after
oil film was measured between shaft and bearing in any of start-up of the motor (half-~o whirl), (b) after about I min
these unloaded motors. In some motors, the shaft made a and (c) after about 15 min
rolling motion along the porous bearing wall. This was
housing with the bearings in Fig 5(a) is rotated clockwise
accompanied by a clearly perceptible rattling sound
through 90 °. The shaft then lies in a 'hole in the clearance
(Fig 5(a)).
circle' owing to the force of gravity. The bearing wall is now
This rolling motion was produced by the rotating shaft clearly too steep for the rolling motion to take place, and
creeping up against the bearing wall as a result of the hence the rattling sound. (The 'hole in the clearance circle'
friction between shaft and bearing wall, and then falling is meant figuratively. As previously noted, the shape of the
back down. Fig 5(b) shows what happens when the motor clearance circle is determined by the alignment of the
bearings.)
b 5 Io 15
A week later, this test was repeated on the same motor Time,min
(Fig 6 (b)). When the motor was started this time, the shaft
was only lifted 11 ~m, and the oil film disappeared within ~5
one minute. This phenomenon was repeated for each
C 5 I0 15
start-stop cycle of one minute rotating and one minute Time, min
stationary. Fig 6 Minimum oil film thickness as a function o f time in
The fact that the behaviour of the shaft in the porous a porous iron bearing (¢ = 3 mm). (a) The shaft is lightly
bearing changes as a function of time is caused by the loaded, n = 2000 r/min. The bearing gap was supplied with
disappearance of lubricant from the bearing. When the shaft oil just before the test. (b) Under the same conditions as in
rotates, oil is pressed into the pores of the loaded part of (a), but one week later. (c) Under the same conditions as in
the bearing. When the bearing is no longer completely filled (a), but with a radial load o f 5 N
with oil, the bearing gap is no longer adequately supplied
with oil from the unloaded part of the bearing. This makes shaft is stationary, capillary forces cause oil to leave the
the minimum film thickness, hmin, smaller. While the pores and enter the bearing gap. When the motor is started
up an oil film is again generated in the bearing, but then the
oil again disappears into the pores of the loaded part of the
bearing, and so on. In the course of time, so mu,ch oil
disappears from the bearings that when the shaft is station-
ary, far less oil creeps into the bearing gap. When the
motor is switched on, an oil film is then generated between
shaft and bearing for only a short time, or possibly not at
all.
With a lightly loaded shaft, the appearance or otherwise of
hydrodynamic lubrication was found to depend on the
quantity of oil still remaining in the bearing and the
bearing gap. In the case of a radial load on the bearings of
more than 0.5 N, no oil film was measured in any of these
motors which was greater than the measuring accuracy of
the transducers (film thickness ~< 1 #m) (Fig 6(c)). It is
therefore reasonable to assume that mixed lubrication
a occurs between shaft and bearing.
Afterwards, lubricants felts were placed with the bearings
of this type of motor. These felts, impregnated with oil,
can release oil to the bearing and reabsorb it. In this way,
the overall lubricant supply of the bearing is expanded. It
was found that, with unloaded shaft only, lubricating film
generation between shaft and bearing ocurred for far
longer. Half-~o whirl did usually develop, however.
ac series m o t o r
This motor is equipped with self-adjusting porous bronze
bearings with a porosity of 20%, diameter 4 mm and rated
frequency of rotation 12 000 r/rain. Just before the tests
were carried out, the bearings were impregnated with oil
having a viscosity of 0.033 N s m - 2 and 20 °C and
0.006 I~ s m -2 at 70 °C. The normal external load on this
motor is a small torque. The radial reaction forces acting on
b 2 the bearings as a result of this external torque are, however,
small compared to the out of balance and magnetic forces
Fig 5 dc motor after 4000 h life test. n = 2000 r/min which are exerted upon the bearings by the rotor of the
(clockwise). Lightly loaded shaft. (a) Rolling motion o f "~,otor itself.
shaft along the bearing wall showing noise and (b) motor Fig 7(a) shows the position of the shaft in the bearing when
housing rotated clockwise through 90 ° . No rolling motion. only the external torque is being applied; hydrodynamic
No noise lubrication is in effect.
238 TR I B O L O G Y i n t e r n a t i o n a l O c t o b e r 1982
B r a u n - Porous bearings
When the magnetic and out of balance forces are also acting
upon the bearings, there is certainly no question of hydro-
dynamic lubrication (see Fig 7 (b)). The shaft is banging / I
/ I
around the bearing. / I
/ I
The relationship between the radial load and the relative / I
eccentricity e of the shaft in the bearing was determined for / I
I
this bearing. This was done by applying a precisely known !
/
out of balance to the shaft. The load is then dependent on /
the frequency of rotation. !
!
/
Fig 8 illustrates well the limited load-carrying capacity of /
this porous bearing. Up to a radial load of 0.6 N, hydro- 8 0.5
dynamic lubrication occurs. If the load is increased, the oil I
film disappears and the shaft begins to describe a path along 1
the bearing wall (e ~ 1). If the load on the shaft is then
decreased by reducing the frequency of rotation, then e
remains -~ 1 until 0.4 N. Once the load drops below 0.4 N,
e becomes smaller than 1. Now, however, the relative eccen-
tricity is greater than it was just after the motor was
started. This can be explained as follows.
Q4 0.8 1.2
, I I ~ I
Rodi~ol Iood, N
I t f I I
0 3000 5000 7000 9000
Speed, r/min
Fig 8 Relationship between relative eccentricity and radial
load o f the shaft in the porous bronze bearing o f the 220 V
ac motor (¢ = 4 mm). The bearing was #npregnated shortly
before the test
cycle. The Stribeck curve after a 24 h life test is also shown QI0 - ~ 0 h
in Fig 9. After 24 h of start-stop, this bearing had already
run in and during the rest of the test the Stribeck curve o
hardly changed.
The same type of life tests were carried out with porous
iron bearings (Fig 10). The running-in process was found to
progress somewhat slower and to continue much longer 005 -
...--.-'74 h
than with the porous bronze bearing. A start-stop test had
an accelerating effect upon running-in with the porous iron After 74 h start/stop
bearing too, though to a lesser extent than with the bronze ._.__.-
.----- 940 h
bearing. The porous iron has a greater resistance to wear
than the porous bronze.
Here follows a hypothesis concerning the operation of a
statically loaded porous bearing (Fig 11). The roughness 500 1000 1500 2000 2500
peaks in the loaded part of the porous bearing will be worn Speed, r/min
away by the rotating shaft, so that a certain conformity Fig 10 Change in the Stribeck curve e r a porous iron bearing
will gradually develop between shaft and bearing bush. (¢ = 3 m m ) during a life test. Bearing load = 3.5 N;
Furthermore, some pores in the loaded part will be closed. n = 2400 r/min; oil viscosity = O.043 N s m-2 at 20 °C and
The result of both these changes in the bearing is that the O. 015 N s rn-2 at 70 °C
part played by fixed friction becomes increasingly small
and the part played by viscous friction increasingly large.
020 The coefficient of friction falls. This has a favourable effect
upon the development of hydrodynamic lubrication 3 .
However, we are dealing here with extremely thin oil
films. There is no question of full film lubrication. This can
be seen, for example, from the fact that in the event of a
small increase in the load or a change in the load direction,
015 the friction increases sharply and the running-in process
0 h
starts again.
Only a small quantity of oil is needed in the bearing gap to
maintain the extremely thin oil film which develops
between a and b (Fig 11). The oil which leaves the worn
~6
bearing gap at b adheres to the shaft and goes back into this
0.10 24 h bearing gap at a.
o~ It must be emphasised that the above observation about the
running-in of porous bearings only applies when the shaft is
statically loaded. If the shaft is cyclically loaded, which in
practice will often be the case, then the conformity
bet.ween shaft and bearing will not be achieved because of
0.05 the alternating shaft positions. Mixed lubrication will then
960 h occur permanently, resulting in higher friction and wear.
2500 h The running-in effect is also the reason why statically
loaded porous bearings can function well for a very long
After 2'# h stort/stop time in life tests, without a great deal of wear occurring.
Caution should be exercised, however, before using such
[ I I I I
life test results for cyclically loaded bearings.
500 IOOO 15OO 2000 2500
Speed, r/rain
Fig 9 Change in the Stribeck curve e r a porous bronze Oil loss from the porous bearings
bearing (4~ = 3 m m ) during a life test. Bearing load = 3. 5 N; Some oil will leak from a newly impregnated porous
n = 2400 r/min; oil viscosity = O.043 N s rn-2 at 20 °C and bearing soon after the shaft has been started 4 . Because of
0.015 N s m -2 at 70 °C the pressure build-up in the bearing, the oil will be pressed
Creep of oil
The constant creep of oil out of the bearing gap over the
shaft was ascertained during the tests carried out on the
shaft position in the porous bearing. The transducers which
measure the displacement of the shaft by means of
reflection consistently detected an extremely thin oil film
on the shaft. Before each test, the shaft was cleaned in the
vicinity of the transducers. Soon after the test, a thin oil
film was again detected on the shaft.
An investigation into the creep of oil over a steel surface
by means of ellipsometry s was carried out. It was found
that the creep of the oil over a steel surface takes place in
three phases. First, a layer about 2 nm thick is formed
fairly quickly, after which a layer about 20 nm thick is
formed more slowly. Finally, a layer of 0.1-0.3/am Fig 11 Statically loaded porous bearing. After running-in,
'floods' the first two thin layers. Oils with a low viscosity good conformity exists between shaft and bearing, resulting
(widely used in porous bearings) creep faster than oils with in a form of hydrodynamic lubrication. The oil film is,
a high viscosity. The creeping of oil occurs more slowly however, extremely thin (< 1 pro) and can easily be
over a smooth surface, especially when the machining disturbed
marks are perpendicular to the direction of creep.
Temperature gradients in the oil also affect the creep 6 . This
unloaded part of the bearing, partly as a result of the
is caused by the variation in the surface tension of the oil
capillary action of the bearing gap itself.
as a function of temperature. It also appears that oils in
which the distribution of the molecular weights of the It was found that after only a short time, some of the oil
various components lies within close limits display the least disappeared from the porous bearings. As a consequence,
creep 7 the bearing gap was no longer completely filled with oil.
Hydrodynamic lubrication occurred in the porous bearings
Evaporation of oil only when very small radial loads were applied. The bearing
and bearing gap must however be completely filled with oil.
Because oil from the bearing creeps over the shaft and bear- Usually this is only so with newly impregnated bearings.
ing holders, the evaporating surface of the lubricant is Under the normal radial load the porous bearing operates
greatly increased. This means that evaporation of the oil, continuously in the mixed lubrication regime. It is only
together with the creep, can adversely affect the oil loss when a porous bearing is statically loaded that a sort of
from the bearing. hydrodynamic lubrication can develop, following a running-
This is shown by the following practical example. The in process. This involves a very thin oil film (< 1/am),
porous bearings of a small dc motor were impregnated with which can easily be disturbed by a small change in the
oil A. After a while a squeaking noise occurred regularly. magnitude or direction of the load.
The evaporation rate of the oil used was then investigated by Practice has shown that porous bearings operating in the
the test method ASTM D 972. The measurements were made mixed lubrication regime can go on functioning for a long
at an oil temperature of 75 °C. The evaporation rate of oil time. A prerequisite, however, is that a quantity of
A was compared to that of two other oils, B and C, which lubricant must be present in the bearing. Steps should
can also be used for these bearings, and was found to be at therefore be taken to limit the effect of lubricant loss.
least ten times as great as that of oils B and C. In a life test
with the same dc motors, in which their bearings were Two mechanisms which can cause lubricant loss, with a
impregnated with oil B, the 'squeak' symptoms no longer rotating and with a stationary shaft, are creep and evapora-
occurred. tion of oil. This lubricant loss depends on the type of oil
used, oil viscosity, shaft roughness and temperature
gradients.
Conclusions If, however, a bearing with a high degree of reliability is
When a shaft rotates in a porous bearing, oil disappears required, or stringent requirements are placed upon a
from the bearing gap into the pores of the loaded part of precise motion of the shaft in the bearing, requirements
the bearing. The bearing gap is refilled with oil from the which can reasonably be made of a genuine hydro-
dynamically lubricated bearing, then porous bearings are 3. BegelingerA. and de Gee A.WJ. The Effect of Wear on the
not the most suitable type. Performance of Statically Loaded Journal Bearings. Proc.
JSLE-ASLE International Lubrication Conf. Tokyo, 1975,
paper 1 B-1
Acknowledgement
4. Morgan V.T. Porous Metal Bearings. Tribology, May 1969,
Thanks are due to Drs L. Noordermeer for his valuable 2:2), 107 115
advice in the course of the experiments. 5. Meyer F. and LoyenCJ. The Creep of Oil on Steel Followed
by Ellipsometry. Wear, 1975, 33(2), 317-323
6. Fote A.A., Dormant L.M. and Feuerstein S. Migration of
References Hydrocarbon Oil on Metal Substtates Under the Influence of
Temperature Gradients. Lubrication Engineering, October
1. Morgan V.T. and Cameron A. Mechanism of Lubrication in Porous 1976, 32(10), 542-545
Metal Bearing. Proc. Conf. on Lubrication and Wear. London, 7. Hirano F., Matsui S. and Sakal T. Effect of Composition of
1957, 151-157 Mineral Oil on Performance of Mechanical Seal. Paper F1 of
2. Braun A.L. Onderzoek aan Poreuze Lagers.De Constructeur, the 7th International Conference on Fluid Sealing,
1979, 7, 20-26 Nottingham, England, 1975