The Load Distribution in Double Row Spherical Roller Bearings and Spherical Roller Bearings Systems in the Static Case

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    The Load Distribution in Double Row Spherical

    Roller Bearings and Spherical Roller Bearings

    Systems in the Static Case

    D. Rezmires, I Bercea, Sp. Cretu, D. Olaru

    Technical University GH Asachi of Iasi, Department of Machine Design & Tribology, Bvd.

    D Mangeron, 61-63, 6600 Iasi, Romania

    Abstract

    This paper proposes an analytic formulation to simulate the mechanical interactions in double

    row spherical roller bearing and double row spherical roller bearings systems taking into account

    the type of the contact developed on the contact area and the contact angle modification as effect

    of the external load application.. In this paper the relations who describe, the centre of the massof the roller element displacement are presented. Correlating the geometrical particularities of

    distinct bearings, in this paper, using an analytical method, the geometrical interactions were

    founded. The interdependence between the external load and the bearing system response was

    takes into account.

    1. Introduction

    Spherical roller bearings are optimally suited for applications that require bearings with a high

    degree of angular aligning capability and a very high load carrying capacity. The analytical

    studies presented in literature for the spherical roller bearings consider that a single type ofcontact is developed, point contact or line contact and not as a function of the external load

    magnitude [1]. It is know that when the bearing is high externally loaded some conjunctions can

    be of line contact type and another of point contact type. For simplicity, double row spherical

    roller bearings were abbreviated as SRB. The SRB has a special geometry that assures a high

    combined radial and axial load. Because the SRB has an outer race that is a portion of a sphere,

    result that they are internally self-aligning. Considering that property result that the external

    moment with a minimum energy is supported, but in the same time the initial contact angle is

    modified and as the effect, the contact load magnitude also is modified. The load distribution in

    the double row spherical roller bearings system it is a function of the contact type developed on

    the contact area. For a simply reading and writing the spherical roller bearing systems was noted

    with SSRB.

    2. Analytical ApproachTo describe the SRB geometry some specific functions and index was introduced. The index r =

    1 or r=2 denoted bearing row 1 or 2 respectively. To describe the roller element position on the

    "r" row an "j" index was introduced. To perform the analysis, the following coordinate systems

    were used:

    an inertial system OeXYZ (which has the origin in the geometrical centre of the outer racenoted Oe),

    a rolling element frame OXrYrZr.

    The relation between inertial system and the centre of mass of the rolling element with {r M(r,j)}vector were described. The inner ring has five degrees of freedom: it can be displaced in the axial

    VAREHD 10, Suceava, 20-21 octombrie 2000

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    direction along OeX axis and in radial directions OeY, OeZ, respectively and can be also tilt

    around the radial axis OeY and OeZ respectively. These directions in Fig 1 were illustrated.

    dm

    LwD

    w

    r = 1r = 2

    =0 =0

    Z

    Y

    X

    X2

    Z2

    X1

    Z1

    M(1,j)M(2,j) rr

    j = 1

    Oe

    Outer ring

    Inner ring

    Roller element

    Bearing

    axis

    Fig.1. The coordinate system attached to SRB

    For each rolling element was considered two degrees of freedom: two translations x, z that are

    related with respect to the roller coordinate system (OXrYrZr)r. To limit the complexity of the

    analysis, the following major assumptions are made:

    the bearing is mounted on a sturdy shafts and in a rigid housing;

    the pressure distributions at the contacts have been assumed according to Hertzian theory;

    the surfaces in contact had ideal shapes; the bearing components are considered to be rigid excepting the local contact zones.

    2.1 Static Equilibrium of Rolling ElementFor the (j,r) parameter which describes the centre of the mass position of the (r,j) roller element a

    sign function sgn(r), was introduced :

    sgn( )rr

    r=

    =

    =

    1 1

    1 2(1)

    Also a (j,r) function which describe the initial contact angle modification as effect of the inner

    ring misalignments, was introduced. If the inner ring was misalign with y and angle z angle

    respectively, then the result that the initial contact angle became (j,r) :

    (j,r)=0+sgn(r).(y.cos((j,r))+ z.sin((j,r)) (2)

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    where:

    ( , )

    ( , )

    ( , )r j

    r j for r

    r j for r=

    =

    + =

    1

    2(3)

    When the phase difference between the bearings rows is zero then =0.The bearing is considered externally load by the force vector {F} as:

    {F} = {Fx ,Fy ,Fz}

    T

    (4)where:

    Fx represents the axial load,

    Fy and Fz are the radial loads along to Y and Z axis respectively.

    As effect of external force application, the inner ring can be displaced along the X, Y and Z axis

    with x, y and z respectively. In these conditions the (r,j) roller element will be loaded by{Q(j,r)} force. In Fig. 2 the nominal and final point position for the curvature centre of the inner

    and outer raceway was presented. Also the centre of the mass and curvature centres of roller

    element was listed.

    X

    Z

    A

    B

    A

    B

    Oi

    Oi

    x

    zx

    z

    z

    x

    x

    M

    M

    iO

    iO

    B

    A

    Z

    X

    .

    .

    .

    0

    e

    i

    Oe Oe

    '

    '

    '

    ''

    '

    '

    z

    +

    cos( )+ysin( )loi=BOi

    loe=AOe

    l'oi

    l'oe

    l'oe=OeA'

    l'oi=B'Oi'

    Fig.2. The initial and final position of curvature centres for rollers and raceways

    The points presented in Fig 2 are:

    Oe - outer race curvature centre

    Oi - inner race curvature centre

    M - centre of mass of the roller element

    A,B - curvature centres of the roller element() - final position index for Oe, Oi, A,B,M points

    Because in the static load case the inner and outer contact angle are equal for any individual

    roller element but different for every (r,j) roller element, result that an generic translation for M

    and B points in A point that is possible to do. Also a generic translation for the M, B points in

    A point is possible to do. The generic point which result from the preview translation with P and

    P respectively was noted. In Fig.3 the contact angle evolution in the plane described by the

    (r,j) angle was presented.

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    Oe

    Oi

    iO

    eOeO

    eO

    Oi

    Oi Oi

    iO

    iO

    iO

    P

    PP

    P

    P

    P

    PP

    (i)(ii)

    (iii) (iv)

    '

    '

    '

    '

    '

    '

    ''

    Fig.3. The contact angle evolution as function of (r,j) parameters.In the basis of Fig. 2 and 3 respectively, the following expression for the roller-raceway total

    deformation and contact angle was founded:

    L)]sin(.)cos(.)cos(.L[(])sin(.L[)j,r( 2yz2

    x ++++= (5)

    ++

    +=

    )sin(.)cos(.)cos(.L

    )sin(.Larctan)j,r(

    yz

    x

    i (6)

    were:

    loe=Ro-R-Sd/2

    loi=Ri-R-Sd/2

    L=loi+loeSd represents the diametrical clearance of the bearing

    =(r,j) is give by Equation.2.Using Eq.5 result that the normal load and the contact angle will be:

    Q(r,j)= Kech.(r,j)n

    (7a)

    i(r,j)= e(r,j) (7b)where

    Kech represents the equivalent rigidity factor

    Because in the case of the SRB it is possible to obtain different contact type, result that Kech

    factor for any roller element is a function of the external load. If the major axis of elliptical

    contact noted ai(r,j) is greater like lw/2 than result that Kech is give by line contact type expression

    and contact angle is equal with the nominal contact angle else Kech is give by point contact type

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    expression and contact angle is different versus the initial contact angle. In these conditions the

    equivalent contact rigidity became:

    K

    Ki Ko

    ech

    n n

    n

    =

    +

    1

    1 11 1 , (8)

    As a criterion to select the contact type is used the following relation:

    contact type =p po contact if a r j l

    l line contact if a r j l

    i w

    i w

    ( int ), ( , ) /

    ( ), ( , ) /

    2

    2(9)

    In the case of point contact the rigidity factors Ki and Ko are defined by:

    Ki o i o i o, ,.

    ,

    * .. *= 2 15 105 0 5 1 5 , n=1.5, i(r,j)=o(r,j)In the case of line contact the rigidity parameters are equal and this parameters was noted with

    "K". In these conditions the relation between rigidity terms is:

    Ki = Ko = K,

    K lw= 8 05 104 8 9. * / , n=1.11, i(r,j)=o(r,j)=

    where:

    i,o represent the curvature sum for inner and outer contact respectively, [mm]

    *i,o represent a non-dimensional parameter;E is the equivalent elastic modulus;

    lw represent the roller length [mm]

    ai(r,j) is the major axis of the elliptical contact,

    a r jQ r j

    E.

    i

    i

    ( , ). ( , )

    /

    =

    31 3

    . (10)

    According to these assumption to obtain the x, y and z displacement of inner the ring it isnecessary to solve the bearing equilibrium equations.

    2.2. Bearing Equilibrium EquationsThe equations of bearing equilibrium in axial and radial directions are:

    F Q r j r j r jz ijr

    i= ( , ) cos( ( , )) cos( ( , )) (11a)

    F Q r j r j r jy ijr

    i= ( , ) cos( ( , )) sin( ( , )) (11b)

    F Q r j r j sng rx ijr

    i= ( , ) sin( ( , )) ( ) (11c)

    2.3. The centre of the mass displacement for (r,j) roller elementIn Fig. 4 the nominal and final position of the roller centre of mass was listed. Thus, the point Oi

    and P represents the displaced position of the Oi and P points respectively.

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    O'

    eO

    0

    X

    i

    iOx

    i

    .

    z

    Z

    x

    z

    P

    P'

    cos( ) sin( )

    y+

    Fig.4. The centre of the mass displacement as function of inner ring displacement and (r,j)angle

    In basis of Fig 4 result that the centre of mass displacement following components will had :

    xx oe

    oi oe

    n

    oe

    oi oe

    i

    l

    l l

    l

    l l=

    ++

    +

    . K

    K. ( ). sin ( )

    ec h

    o

    /1

    (12a)

    zz y oe

    oi oe

    n

    oe

    oi oe

    i

    l

    l l

    l

    l l=

    +

    ++

    +

    [ .cos( ) .sin( )]. K

    K.( ).cos( )

    ech

    o

    /

    1

    (12b)

    were =(r,j) and it is give by Eq.5.

    2.4. Numerical example to describe the contact type developed in SRBThe model developed in the previous section to 22212C SRB was applied. In Table 1 the internal

    geometry of 22212C and 22308C SRB was listed.

    SRB type 22212 C 22308 C

    Roller diameter [mm] 12.5 13

    Initial contact angle [o] 9.21 14.33

    Number of roller per row, Z 18 13

    Roller effective length, [mm] 10.56 12

    Roller contour radius [mm] 48.8 39.5

    Inner raceway contour radius, [mm] 50 40.35

    Outer raceway contour radius, [mm] 50 40

    Bearing pitch diameter, [mm] 85.077 66Diametrical play, Sd [mm] 0.005 0.005

    Table 1. Some geometric characteristics of the 22212C and 22308C SRBs.

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    To illustrate the contact type algorithm detection applies to 22212C SRB, in Table 2 some cases

    of external load was presented.The contact type detected by algorithm for different external loaded applied to 22212C,

    l=line contact type, p=point contact type, d=discharged

    Index Fx=1000, Fz=4000 Fx=5000, Fz=40000 Fx=5000, Fz=40000 Fx=1000, Fz=40000

    roller Fy=3000, =0 Fy=30000, =0 Fy=30000, =10 Fy=100, =0

    j r=1 r=2 r=1 r=2 r=1 r=2 r=1 r=2

    1 p p l l l l l l

    2 p p l l l l l l

    3 p p l l l l l l

    4 p p l l l l l p

    5 p p l l l p p p

    6 p d l p l p d d

    7 p d p d p d d d

    8 p d p d p d d d

    9 p d d d d d d d

    10 d d d d d d d d

    11 d d d d d d d d

    12 d d d d d d d d13 d d d d d d d d

    14 d d d d d d d d

    15 p d d d d d p p

    16 p d p d p d l p

    17 p d l d l p l l

    18 p p l p l p l l

    Table.2. The algorithm detection of the contact type on the 22212C SRB for different external

    loaded

    The listing data presents in Tables 2 denote that at high load is possible to have linear contacts

    and point contacts in the same time but for different (r,j) roller element. At the low external load(Fx=1000 N, Fz=4000 N, Fy=3000 N), the load vector is transferred by point contact for any

    roller elements If the external load is increasing (Fx=5000 N, Fz=40000 N, Fy=30000 N), for

    the 5th

    roller element on the 2nd

    row have a line contact in the case when =0 and the same

    roller element described by (r,j) parameters will have a point contact for =10o. In Fig. 5, the

    load distribution on the two-spherical roller bearing in the case =0 and =10o respectivelywas presented.

    0

    1000

    2000

    3000

    4000

    5000

    6000

    7000

    8000

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

    Roller element

    Load,

    [N]

    r=1, w ithout dephasage

    r=2 w ithout dephasage

    r=1, w ith dephasage

    r=2, w ith dephasage

    Fig 5. The load distribution on 22212C SRB considering algorithm contact type for =0 and

    =10o respectively

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    In Fig 6 is evidenced the influence of the contact type on the load distribution. It is presented the

    report between the load distribution for (r,j) roller element considering the point contact type

    versus algorithm contact type.

    0.7

    0.8

    0.9

    1

    1.1

    1.2

    1.3

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

    Roller element, j

    Qp/Qalg

    r=1, Qp/Qalg

    r=2, Qp/Qalg

    Fig 6. The rapport between the load distribution considering only the point contact type versus

    the load distribution obtained for algorithm contact type

    3. Coordinate systems attached to SSRB

    The load analysis was made keeping the outer race of the bearings fixed in space and letting the

    inner rings to be displaced under external load. For any individual SRB described with

    (r,j)indexes an index idx was attached. The idx index is 1 or 2 were idx=1 represent the

    first SRB and idx=2 represent the second SRB. For the any SRB's from the system, the

    following coordinate systems was attached:

    an inertial system OeXYZidx (this system has the origin in the geometrical centre of the outerrace denoted by Oe),

    a rolling element frame OXYZr,j,idx.

    The relation between the "idx" inertial system and the centre of mass of rolling element with the

    {rM(r,j,}idx vector was described. The inner ring of "idx" SRB has five degrees of freedom: it can

    be displaced in the axial direction along OeXidx axis and in radial directions OeYidx, OeZidx,

    respectively and can be also misalign around the radial axis OeYidx and OeZidx. In the Fig. 7, the

    SSRB components was listed.

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    Lw

    Dw

    r = 1r = 2

    =0 =0

    Z

    Y

    X

    X2

    Z2

    X1

    Z1

    M(1,j)M(2,j) rr

    j = 1

    Oe

    Outer ring

    Inner ring

    Roller element

    Bearing

    axis

    1

    Inner ring

    Roller element

    Lw

    Dw

    Outer ring

    eO

    M(2,j)

    r = 2

    r

    Z

    2X

    Y

    Bearing

    axis

    X

    r = 1

    M(1,j)r

    X

    =02Zj = 1

    =01Z

    Shaft

    idx=1 idx=2

    .L

    Shaft initial axis

    Fig.7. The coordinate system attached to SSRB system

    In this analysis for each rolling elements two degrees of freedom was considered.

    3.1. External load in idx SRBFor the (r,j)idx parameter which describe the centre of mass of the roller it is necessary to

    implement a sign function noted sgn(r,idx), with the following expression:

    sgn( , )r idxr

    r=

    =

    =

    1 1

    1 2(13)

    Also, to describe the SSRB a general function which describe the initial contact angle wasintroduced. That function was noted (r,j)ix and describe the initial contact evolution of initial

    contact angle 0,idx under the effect of the "idx" inner ring misalignment. Considering that the

    y,idx and z,idx are the misalignment angle of the idx inner ring result that the new initial freecontact angle became:

    (r,j,idx)=0,idx+sgn(r,idx).(y,idx.cos((r,j,idx))+ z,idx.sin((r,j,idx)) (14)where:

    ( , , )

    ( , , )

    ( , , )r j idx

    r j idx for r

    r j idx for ridx=

    =

    + =

    1

    2(15)

    The SSRB is externally loading by the force vector {F}. In Eq 16. the {F}vector were presented.

    {F} = {Fx,Fry,Frz}T (16)where:

    Fx is the axial load

    Fry and Frz are the radial loads along to Y and Z axis respectively.

    As effect, the "idx" inner ring of the "idx" SRB can be displaced along the X, Y and Z axis with

    x, yidx and zidx respectively. As effect of these displacements, some roller elements will beloaded. For the (r,j,idx) roller element the load will be {Q(r,j)}idx . Generally, the shaft is

    relatively rigid and bearing misalignment due to the shaft is inconsequential magnitude. The load

    distribution on idx SRB can be obtained if is know the effect of external load on any SRB. In

    Fig 8 and Fig 9, two hypothesis cases of external load applied to a SRB system are shown.

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    Frz

    Fry

    Fa

    La

    SRB 1 SRB 2

    F

    F

    F

    F

    F

    FF

    F

    rz1

    ry1

    rz2

    a1 a2

    ry2

    Fig.8. The reactions in a simple two-bearing-shaft system

    Fig.9. The reactions into a simple two-bearing shaft system, overhung load

    The reactions acting along the Y and Z axis can determined from the simple equations of static

    equilibrium. The reaction along the X axis is a function of the axial load distribution between the

    idx SRB which respect the sum of effect.

    for the case presented in Fig 8 the simple equations of static equilibrium are:

    Frz1+Frz2=Frz Frz2.L-Frz.a=0Fry1+Fry2=Fry Fry2.L-Fry.a=0 (17)

    Fa1+Fa2=Fa

    for the case presented in Fig 9 the simple equations of static equilibrium are:Frz1+Frz2=Frz Frz2.(L-a)-Frz.L=0

    Fry1+Fry2=Fry Fry2.(L-a)-Fry.L=0 (18)

    Fa1+Fa2=Fa

    The external load acting in the two-bearing-shaft system produce a misalignment effect on the

    idx SRB, which modify the contact angle and also the load distribution in the idx SRB.

    Thus, the misalignment angle for idx SRB are given by:

    rz,idx = Frz/(6.E.Iz).f(a,L)idx

    ry,idx = Fry/(6.E.Iz).f(a,L)idx (19)From Eq.5, result that normal load and contact angle are given by:

    Q(r,j)idx= Kech,idx.(r,j)nidx (20a)

    i(r,j)idx= e(r,j)idx (20b)where

    Kech,idx represent the equivalent rigidity factor for the "idx" SRB

    To find the x, y,idx and z,idx displacement of the "idx" inner ring it is necessary to solve thebearing equilibrium equations which was described by the Eqs 17 and Eqs 18 respectively.

    3.2. System Equilibrium Equations

    The equations of system equilibrium in axial and radial directions are:F Q r j r j r jrz1

    jri= 1( , ) cos( ( , )) cos( ( , ))

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    F Q r j r j r jrzjr

    i2 2= ( , ) cos( ( , )) cos( ( , ))

    F Q r j r j r jryjr

    i1 1= ( , ) cos( ( , )).sin( ( , ))

    F Q r j r j r jryjr

    i2 2= ( , ) cos( ( , )).sin( ( , ))

    F Q r j r j sng r Q r j r j sng rajr

    ijr

    i= + 1 2( , ) sin( ( , )) ( ) ( , ) sin( ( , )) ( ) (21)

    where: the Q1,2(r,j) terms are the load acting on (r,j) roller element and the idx SRB.

    3.3. Numerical results for SSRB static analysisIn Fig 10 the load distribution for 22308 C SSRB was presented, considering that the external

    load is apply like in the case listed in Fig.2. The external load applied to shaft is: Frz=2000 [N],

    Fry=3000 [N], Fx=Fa=500 [N]. The geometric parameters a and L are: a=200 [mm], L=500

    [mm] respectively.

    The load distribution on SRB system

    0

    100

    200

    300

    400

    500

    600

    1 2 3 4 5 6 7 8 9 10 11 12 13

    Roller index, j

    Load[N]

    r=1, idx=2

    r=2, idx=2

    r=1, idx=1

    r=2, idx=1

    Fig .10. The load distribution on two-spherical roller bearing system for the case presented in

    Fig.8

    Considering the case presented in Fig 11, in Fig 5 is listing the load distribution for an 22308C

    SSRB was presented. For this case, the external load applied to shaft is: Frz=2000 [N], Fry=3000

    [N], Fx=Fa=500 [N]. The geometric parameters a and L are: a=200 [mm], L=700 [mm]

    respectively.

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    The load distribution on SRB system

    0

    200

    400

    600

    800

    1000

    1200

    1 2 3 4 5 6 7 8 9 10 11 12 13

    Roller index, j

    Load

    [N]

    r=1, idx=1

    r=2, idx=1

    r=1, idx=2

    r=2, idx=2

    Fig .11. The load distribution on two-spherical roller bearing system for the case presented in

    Fig.9

    Notations and abbreviations:

    SRB spherical roller bearing

    SSRB spherical roller bearings system

    r row index

    j roller element index

    idx bearing index

    i,e inner and outer index parameter

    Sd diametrical clearance

    R roller radius curvatureRo outer race roller radius

    Ri inner race roller radius

    Oe outer race curvature centre

    Oi inner race curvature centre

    M centre mass of rolling element

    A,B curvature centres of the rolling

    element

    P generic point

    nominal contact angle

    inner ring displacement

    inner ring tilt angle

    centre roller displacement

    anglular position of roller element

    phase differenceX,Y,Z index to describe the bearing axis

    F external load

    Q roller load

    { } vector

    final position index

    p punctual index

    l linear indexalg algorithm index

    References

    1. Harris T.A. Rolling bearing analysis,3

    rdedition, 1991