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1 Liu 2018
1 Liu 2018
Tribology International
journal homepage: www.elsevier.com/locate/triboint
A R T I C L E I N F O A B S T R A C T
Keywords: The assumption that the defects extend axially throughout rollers or raceways was widely adopted in previous
Roller bearings studies, however, this is hardly the situation in natural defects. A contact model that considered the geometric
Natural defects feature of natural defect was developed to analyze effects of defect on roller-raceway contact. The contact stiffness
Contact stiffness expression for defected roller-raceway was derived by numerical fitting. The contact stiffness expression was
Contact load distribution introduced into the quasi-static model of roller bearing to model defected roller bearing. The contact load dis-
tribution and stiffness of roller bearing were simulated under different defect sizes and operating conditions.
Results demonstrate that roller bearing was insensitive to natural defects and the prevailing fatigue criteria is not
applicable to roller bearing.
1. Introduction dynamic model, the vibration response of defected roller bearing can be
modeled. Several researchers analyzed the vibration response of roller
Defects caused by fatigue spalling will degrade bearing performances bearing with different width of “through” type defect [9], and proposed
and eventually lead to bearing failure. The modeling for defected bear- the measuring technique of defect width based on decomposition using
ings has been widely researched, which provided mechanistic models for wavelet transform [10,11]. The assumption of “through” type defect is
simulating and understanding the effects of defect on bearing. Recent adopted so that the defect of roller bearing can be modeled in the same
studies attempt to diagnose defects [1,2] and predict useful life [3,4] of way as that of ball bearing, however, natural defects of roller bearing
bearings through establishing a correlation model between defect and its rarely extend the entire axial length of roller or raceway [5,12]. Fig. 2
vibration response. These studies have given enough accurate diagnostic demonstrates a typical natural defect of roller bearing, which shows
and predictive results for ball bearing, however, they are not suitable for clearly that the defect is “non-through” in nature. Rollers passing over
roller bearings due to the difference between contact type of ball bearings such “non-through” type defect are still supported by non-defect region
and that of roller bearings. Experiments have shown that roller bearings as shown in Fig. 3, therefore, the rollers will not go into the defect
remain useful even when the defect degree is well beyond the failure depression. In comparison with the prevailing assumption of “through”
criteria [5,6] that the appearance of first spalling or the defect area type defect, authors believe treating defects as the “non-through” type
growing to 6.5 mm2. The experimental results indicate that the effects of depression reflects geometric feature of the natural defects more faith-
defect on roller bearings have not been accurately modeled in previous fully. Since “non-through” type defect cannot be modeled and analyzed
studies. To provide the foundation for accurate defect diagnosis and life by the existing methods, it is necessary to propose a new method to
prediction of roller bearings, the defected roller bearing model consid- model the “non-through” type defects of roller bearings.
ering the characteristics of contact type and natural defects is required. Contact condition of roller-raceway directly affects the motion of
Defects of roller bearing is considered as the depression due to ma- bearings component [13,14,15], therefore, the present paper attempts to
terial spalling. The assumption that defects extend axially throughout the model the effects of “non-through” type defect on roller bearing perfor-
rollers or raceways is widely adopted in modeling of defected roller mance by considering the change of roller-raceway contact stiffness. In
bearings. Rollers passing over such “through” type defect will go into the general, the roller-raceway contact is simplified to a two-dimensional
defect depression, which will result in additional displacement and cur- plane strain problem and solved using Hertz line contact theory. How-
vature variations as shown in Fig. 1. Through the introduction of the ever, the geometric feature of roller and raceway, especially the features
contact load change due to additional displacement and the Hertz contact of defect, cannot be modeled accurately and completely in this
stiffness change due to curvature variations [7,8[7,8] into bearing two-dimensional contact model. Recent contact modeling [9,16,17] have
* Corresponding author.
E-mail address: yszhu@mail.xjtu.edu.cn (Y. Zhu).
https://doi.org/10.1016/j.triboint.2018.02.028
Received 16 November 2017; Received in revised form 14 February 2018; Accepted 22 February 2018
Available online 27 February 2018
0301-679X/© 2018 Elsevier Ltd. All rights reserved.
Y. Liu et al. Tribology International 122 (2018) 169–178
been undertaken to overcome the limitations of the two-dimensional Then contact stiffness expressions under different defect degree are
contact model by using non-Hertz line contact theory in an effort to derived by numerical fitting to simplify the subsequent simulation. The
model the complex surface features of contact bodies, and got a solution defected roller bearing is modeled by incorporating the change of contact
with enough accuracy needed. However, no studies, to the authors' stiffness into three-degrees of freedom (3-DOF) quasi-static model of
knowledge, have analyzed the effects of “non-through” type defect on roller bearings. Finally, the effects of defect on roller bearings under
roller-raceway contact stiffness. different operation condition are simulated based on the newly devel-
This paper develops a defected roller-raceway contact model through oped model. In contrast to existing model, the proposed model could
the modification of initial clearance function in the non-Hertz line con- faithfully simulate the effects of natural defect, namely “non-through”
tact theory, and analyzes the effects of different degrees of “non-through” type defect, on roller bearings. This is particularly important for accu-
type defect on roller-raceway contact. Through the roller-raceway con- rately diagnosing fault and predicting life of roller bearings.
tact analysis, the change of contact stiffness due to defect is obtained.
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Y. Liu et al. Tribology International 122 (2018) 169–178
8 mn
roller-raceway; E0 is the equivalent elastic modulus of roller-raceway, δ is > X
>
> aj bj pj ¼ Q
the elastic approach of roller-raceway, namely, the approach between >
>
4
>
>
two contact bodies; pðx0 ; y 0 Þ is the contact pressure at pointðx0 ;y 0 Þ; Zðx; yÞ >
>
j¼1
>
>
< 1 X mn
is the initial clearance at pointðx; yÞ. D p ¼ δ zi ðxi ; yi Þ Ad φi ðxi ; yi Þ
0
π E j¼1 ij j (4)
The initial clearance Z(x,y) reflects curvature radius of rollers and >
>
>
>
raceways as well as crowning of rollers. In this paper, the rollers are >
>
>
> pj 0; xj ; yj 2 Ω
>
>
considered to have logarithmically crowned as shown in Fig. 5. The >
:
crown drop Zr(y) can be represented as pj < 0; xj ; yj 62 Ω
Since there is no analytical solution for equation (3), the equation was 3. The modeling of defected roller bearing
discrete and solved numerically. The discretization equations of the
contact model are presented as The model of defected roller bearing was performed to demonstrate
the effects of defect on roller bearing. Taking tapered roller bearings
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Y. Liu et al. Tribology International 122 (2018) 169–178
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Y. Liu et al. Tribology International 122 (2018) 169–178
Fig. 12. The contact pressure profile on axial symmetry section of contact area.
Fig. 14. The relationship between elastic approximation and contact load.
Table 2
The fitting results of stiffness coefficient and index.
Defect length Stiffness coefficientK Stiffness index Maximum error
l(mm) n
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Y. Liu et al. Tribology International 122 (2018) 169–178
the defect width is 7 mm. In the defect region, the contact load decreases
significantly with increasing of defect length. On the other hand, the
contact loads of roller-raceway, near to the defect region, increase with
increasing of defect length, and the increment of contact loads positively
correlate with the relative distance between the roller and the defect
(Fig. 16 View A). It is clear that the defect results in the concentrate of
contact load distribution from non-defect region to defect region.
The changes in TRB stiffness due to increase of defect length are
shown in Fig. 17. The stiffness of TRB, both radial and axial, decrease
gradually with increasing of defect length and the stiffness change trend
is unaffected by the load. The maximum loss of stiffness along radial and
axial direction is approximately 8.7% and 3.5%, respectively. The pre-
vailing fatigue criteria of bearing is the first spalling formation [19] or
the area of defect upping to 6.5 mm2 [5], which does not consider the
difference between line contact (roller bearings) and point contact (ball
bearings). Assuming there is a square defect on outer-raceway, when
defect area goes up to 9 mm2 that is greater than the prevailing fatigue
Fig. 18. The effects of defect length on contact load distribution. criteria, the stiffness losses of TRB along both radial and axial direction
are less than 3%. This result demonstrates that the roller bearing stiffness
load of roller in defect region is 0, will incorrectly estimate the contact is less affected by natural defect, therefore, it is suggested that the fatigue
load distribution. criteria could be relaxed to accommodate some acceptable larger spall
size for roller bearing running at medium or low speed.
4.2.2. Effects of defect length
The defect length directly affects the contact stiffness of roller- 4.2.3. Effects of defect width
raceway, therefore, the contact load distribution is also dependent on As the defect grow further, especially the increases of defect width,
defect length. Fig. 16 plots the contact load distribution between roller the number of rollers in the defect region increases and the contact load
and outer raceway, in which the defect length ranges from 2 to 8 mm and distribution changes accordingly. Fig. 18 shows the effects of defect
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Y. Liu et al. Tribology International 122 (2018) 169–178
width on contact load distribution, in which the defect width ranges from Acknowledgment
7 to 49 mm (the corresponding angular distance of defect ranges from
0.24 to 1.71 rad) and the defect length is 4 mm. With increasing of defect The research work is financially supported by the National Natural
width, the contact loads of roller-raceway in defect region increase, and Science Foundation of China (Grant No. 51675410).
the contact load distribution is close to that under non-defect condition.
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