Bearings and their Mechanical Applications

 

 


 

TABLE OF CONTENTS

 

 

Sr.No

Title

1

What are Bearings

2

Types of Bearings

3

Rolling Contact Bearings

4

Sliding Contact Bearings

5

Magnetic Bearings

6

Flexure Bearings

7

Jewel Bearings

8

References

 

 

 


 

What are Bearings

 

 

A bearing is a machine element which supports another moving machine element. It permits a relative motion between the contact surfaces of the members, while carrying the load. A little consideration will show that due to the relative motion between the contact surfaces, a certain amount of power is wasted in overcoming frictional resistance and if the

rubbing surfaces are in direct contact, there will be rapid wear. Bearings are a crucial component of many types of machinery and exist in a variety of forms and shapes. They are components that support or permit only a specific type of motion in a system that may be under static or dynamic loading.

 

 

Top Bearing manufacturing companies in India

 



1.       Schaeffler India Ltd

 

The Company Incorporated in the Year 1962, Schaeffler with four plants and 19 sales offices has a significant presence in India with three majors widely known product brands – FAG, INA, and LuK. It is the largest Bearing Manufacturing Company in India.

 

2.       SKF Bearings India

 

SKF India Ltd was incorporated in the year 1961 as a result of a collaboration between AB SKF, Associated Bearing Company limited and Investment Corporation of India Ltd. In 1965, the first manufacturing plant was commissioned in Pune.

 

3.       Timken India Limited (TIL)

 

Timken India Limited (TIL) was incorporated in 1987 as Tata Timken Limited (TTL), a joint venture between Tata Iron and Steel Company (TISCO) and The Timken Company, a world leader.

Timken India Limited, a Timken Company subsidiary, started manufacturing bearings in India nearly three decades ago and today has state-of-the-art manufacturing plants in Jamshedpur and Raipur to serve local bearing market needs and beyond.

 

4.       NRB Bearings Ltd

 

Founded in 1965, NRB was the first company to manufacture needle roller bearings in India. For over 40 years NRB has pioneered the leading edge of bearing technology, and today over 90% of vehicles on Indian roads run on NRB parts



 

Types of Bearings


 

Depending upon the direction of force the bearings are further classified as:

 




Rolling Contact Bearings

 


For starting conditions and at moderate speeds, the frictional losses in rolling contact bearing are lower than that of equivalent hydrodynamic journal bearing. This is because the sliding contact is replaced by rolling contact resulting in low coefficient of friction. Therefore, rolling contact bearings are called ‘antifriction’ bearings. However, this is a misnomer. There is always friction at the contacting surfaces between the rolling element and the inner and outer cage

 


 

There are specific materials for the parts of rolling contact bearings:

The chromium steel contains 1 per cent carbon and 1.5 per cent chromium. The balls and races are through-hardened to obtain a minimum hardness of 58 Rockwell C and the rollers are case carburized to obtain a surface hardness of 58 Rockwell C.

 

 


 

Depending upon the type of rolling element, the bearings are classified as ball bearing, cylindrical roller bearing, taper roller bearing and needle bearing.

 



A.               Ball bearings


 

Ball bearings are one of the most common types of bearing classes used. It consists of a row of balls as rolling elements. They are trapped between two annular shaped metal pieces. These metal pieces are known as races. The inner race is free to rotate while the outer race is stationary. Ball bearings provide very low friction during rolling but have limited load-carrying capacity. This is because of the small area of contact between the balls and the races. They can support axial loads in two directions besides radial loads. Ball bearings are used for controlling oscillatory and rotational motion. For example, in electrical motors where the shaft is free to rotate but the motor housing is not, ball bearings are used to connect the shaft to the motor housing.

 

 


 


Depending upon their applications, we have a wide range of ball bearings to choose from. They are:

 

 


 

 


a. Deep Groove Ball Bearing

 


 

The most frequently used bearing is the deep groove ball bearing. Bearing found in almost all kinds of products in general mechanical engineering. In this type of bearing, the radius of the ball is slightly less than the radius of curvature of the grooves in the races.





Rolling element

Row of balls as rolling elements.

Design

They are trapped between two annular shaped metal pieces. These metal pieces are known as races. The inner race is free to rotate while the outer race is stationary.

Specifications

1. The radius of the ball is slightly less than the radius of curvature of the grooves in the races. Kinematically, this gives a point contact between the balls and the races. Therefore, the balls and the races may roll freely without any sliding.

 

2. Due to relatively large size of the balls, deep groove ball bearing has high load carrying capacity

 

3. Generate less noise due to point of contact

 

4. They are not self-aligning and have poor rigidity compared to roller bearings.

 

5. Give excellent performance in high-speed applications.

 

Type of load

Radial and (limited) axial load.

Applications

Electric motors, compressors, fans, and conveyors.

 

 

 


b. Angular Contact Ball Bearing

 


 


 

In angular contact bearing, the grooves in inner and outer races are so shaped that the line of reaction at the contact between balls and races makes an angle with the axis of the bearing. This reaction has two components— radial and axial.

 

1.    Can carry radial as well as axial loads.

2.     Assembled with some magnitude of preload.

 

 

 

 

 

Rolling element

Row of balls as rolling elements.

Design

The grooves in inner and outer races are so shaped that the line of reaction at the contact between balls and races makes an angle with the axis of the bearing. This reaction has two components— radial and axial.

Specifications

1. Often used in pairs, either side by side or at the opposite ends of the shaft,

 

2. Require initial pre loading.

 

3. Load carrying capacity is more than deep groove ball bearings

 

Type of load

Radial and axial load.

Applications

Materials Handling, Machine Tool, Steel Mill, and Wind Energy industries.

 

 

 

 


c.  Self-aligning Bearings

 


 

There are two types of self-aligning rolling contact bearings:

 

1.     Self-aligning ball bearing

 

 


 

 

The self-aligning ball bearing consists of two rows of balls, which roll on a common spherical surface in the outer race. In this case, the assembly of the shaft, the inner race and the balls with cage can freely roll and adjust itself to the angular misalignment of the shaft.

 

2.     Spherical roller bearing.

 


 

There is a similar arrangement in the spherical roller bearing, where balls are replaced by

two rows of spherical rollers, which run on a common spherical surface in the outer race.

 

 


 

Self-aligning ball bearings

Spherical roller bearings

 

 

Rolling elements are balls

Rolling elements are rollers

 

Consists of two rows of balls, which roll on a common spherical surface in the outer race.

Two rows of spherical rollers, which run on a common spherical surface in the outer race.

 

Can carry relatively less radial and trust loads compared to self-aligning ball bearings

Can carry relatively high radial and thrust loads compared to self-aligning ball bearings

 

Permit minor angular misalignment of the shaft relative to the housing and They are used in agricultural machinery, ventilators, and railway axle-boxes

 

 

 


d. Thrust Ball Bearing

 


 

 


A thrust ball bearing consists of a row of balls running between two rings—the shaft ring and the housing ring. Thrust ball bearing carries thrust load in only one direction and cannot carry any radial load. The use of a large number of balls results in high thrust load carrying capacity in smaller space. This is the major advantage of thrust bearing.

 

Rolling element

Row of balls as rolling elements.

Design

Row of balls running between two rings—the shaft ring and the housing ring.

Specifications

1. Not self-aligning

 

2.Cannot tolerate mis-alignment.

 

3.Operate better on vertical shafts compared to horizontal shafts.

 

4. bearings give poor service because the balls are subjected to centrifugal forces and gyroscopic couple.

 

Type of load

Only Thrust load in one direction and cannot carry radial load.

Applications

Worm gear boxes and crane hooks.

 

 

 


    B. Roller Bearings



Roller bearings contain cylindrical rolling elements instead of balls as load carrying elements between the races. An element is considered a roller if its length is longer than its diameter. Since they are in line contact with the inner and outer races instead of point contact as in the case of ball bearings, they can support greater loading.[1]

 

 

 


 



    Cylindrical Roller Bearing

 


 

 


When maximum load carrying capacity is required in a given space, the point contact in

ball bearing is replaced by the line contact of roller bearing. A cylindrical roller bearing consists of relatively short rollers that are positioned and guided by the cage.

 

 

1.    Very high radial load carrying capacity.

2.    More rigid than ball bearings

3.    Cannot take thrust load.


 

 

 

Rolling Element

Rollers

Design

Consists of relatively short rollers that are positioned and guided by the cage.

 

 

Specifications

1. When maximum load carrying capacity is required in a given space, the point contact in ball bearing is replaced by the line contact of roller bearing.

 

2.Not self-aligning

 

3.Cannot tolerate mis-alignment

 

4.Generate more noise.

Type of load

High Radial load carrying capacity and cannot carry thrust load.

 

Applications

Wind turbines.

 

 

 


C. Taper Roller Bearing

 


 

The taper roller bearing consists of rolling elements in the form of a frustum of cone. They are arranged in such a way that the axes of individual rolling elements intersect in a common apex point on the axis of the bearing. In kinematics’ analysis, this is the essential requirement for pure rolling motion between conical surfaces. In taper roller bearing, the line of resultant reaction through the rolling elements makes an angle with the axis of the bearing. Therefore, taper roller bearing can carry both radial and axial loads. In fact, the presence of either component results in the other, acting on the bearing. In other words, a taper roller bearing subjected to pure radial load induces a thrust component and vice versa. Therefore, taper roller bearings are always used in pairs to balance the thrust component. Taper roller bearing has separable construction. The outer ring is called ‘cup’ and the inner ring is called ‘cone’. The cup is separable from the remainder assembly of the bearing elements including the rollers, cage and the cone.

 

 

Rolling Element

Rollers in the form of frustum of a cone

Design

 

The outer ring is called ‘cup’ and the inner ring is called ‘cone’. The cup is separable from the remainder assembly of the bearing elements including the rollers, cage and the cone.

 

Specifications

1.the axes of individual rolling elements intersect in a common apex point on the axis of the bearing. In kinematics’ analysis, this is the essential requirement for pure rolling motion between conical surface. The line of resultant reaction through the rolling elements makes an angle with the axis of the bearing.

 

2.are always used in pairs to balance the thrust component.

 

3.Have greater rigidity.

 

4.can be easily assembled and disassembled due to separable parts.

Type of load

Radial and Thrust

(a taper roller bearing subjected to pure radial load induces a thrust component and vice versa)

Applications

Used in Bevel gears. Cars and trucks, propeller shafts and differentials, railroad axle boxes.

 

 


D. Needle roller bearing

 


 

 

Needle bearings are characterized by cylindrical rollers of very small diameter and relatively long length. They are also called quill bearings. The length to diameter ratio of needles is more than four. Needle bearings are used with or without inner and outer races. Very often, needle bearings are used without the races. In some cases, the needles run directly on the surface of the shaft. Needle bearings are ideally suited for applications involving oscillatory motion such as piston pin bearings, rocker arms and universal joints.

 

Static load carrying capacity



Static load is defined as the load acting on the bearing when the shaft is stationary. It produces permanent deformation in balls and races, which increases with increasing load. The permissible static load, therefore, depends upon the permissible magnitude of permanent deformation.

 

Where conditions of friction, noise and smoothness are not critical, a much higher permanent deformation can be tolerated and consequently static loads up to four times the static load carrying capacity may be permissible. On the other hand, where extreme smoothness of operation is desired, a smaller permanent deformation is permitted

 

 



Dynamic Load carrying capacity


The dynamic load carrying capacity of a bearing is defined as the radial load in radial bearings (or thrust load in thrust bearings) that can be carried for a minimum life of one million revolutions. The minimum life in this definition is the L10 life, which 90% of the bearings will reach or exceed before fatigue failure. The dynamic load carrying capacity is based on the assumption that the inner race is rotating while the outer race is stationary. However, the manufacturer’s catalogues give ready-made values of dynamic load capacities of bearings.




 


Equivalent Bearing load

 

The force acting on the bearing has two components—radial and thrust. It is therefore necessary to convert the two components acting on the bearing into a single hypothetical load, fulfilling the conditions applied to the dynamic load carrying capacity. Then the hypothetical load can be compared with the dynamic load capacity. The equivalent dynamic load is defined as the constant radial load in radial bearings, which if applied to the bearing would give same life as that which the bearing will attain under actual condition of forces. The expression for the equivalent dynamic load is written as,

  


Where,

 

P = equivalent dynamic load (N)

Fr = radial load (N)

Fa = axial or thrust load (N)

V = race-rotation factor X and Y are radial and thrust factors respectively and their values are given in the manufacturer’s catalogues.

 

Elements of V is 1 when the inner race rotates while the outer race is held stationary in the housing. The value of V is 1.2 when the outer race rotates with respect to the load, while the inner race remains stationary. In most of the applications, the inner race rotates and the outer race is fixed in the housing.

 

Assuming V as unity, the general equation for equivalent dynamic load is given by,

 

 

In this chapter, we will use the above equation for calculating equivalent dynamic load. The effect of V should be considered in special cases, where the outer race rotates and the inner race is stationary.

When the bearing is subjected to pure radial load Fr,

 

 

When the bearing is subjected to pure thrust load Fa,

 

 


A rolling contact bearing is usually designated by three or four digits. The meaning of these digits is as follows:

(i)             The last two digits indicate the bore diameter of the bearing in mm (bore diameter divided by 5)

(ii)           For example, XX07 indicates a bearing of 35 mm bore diameter.

(iii)         The third digit from the right indicates the series of the bearing.

(iv)           

For example, X307 indicates a medium series bearing with a bore diameter of 35 mm.

 

 (iv) The fourth digit and sometimes fifth digit from the right specifies the type of rolling contact bearing. For example, the digit 6 indicates deep groove ball bearings.

 

 

 

 Mechanical removal, installations and methods.


 

The first step is to safely and correctly remove a failed bearing. For three factors, pullers and presses designed for this purpose are the best options: protection, time savings, and minimizing damage to the shaft and housing during the operation. As the threaded post, which is balanced on the end of the shaft, is tightened, two- and three-jaw mechanical pullers pull uniformly on the outer ring.

 

The separator or knife type of removal tool, which has two plates placed behind the bearing, is another choice. Hydraulic-assisted rams are used in heavy-duty pullers to make removal easier. The shaft and housing can be destroyed if the bearing is removed with a high-speed, cut-off tool that is used carelessly.

 

 

Thermal removal, installation and methods.

 

Another technique for removing and installing bearings is to lower or raise the temperature of the bearing, shaft, and/or housing within specified limits. All of the warnings about mechanical removal methods often refer to thermal removal methods. Both the shaft and the housing should be free of nicks and burrs. Allow time to test and check that the shaft and housing are within tolerances.

 


Sliding Contact Bearings

 



 

What is lubrication

Lubrication is the science of reducing friction by application of a suitable substance called lubricant between the rubbing surfaces of bodies having relative motion.

Used to reduce friction, carry away heat generated due to friction, protect journal and bearing from corrosion and prevent wear.

 

 



A.               Thick Film Bearings

 


 

Thick film lubrication describes a condition of lubrication, where two surfaces of the bearing in relative motion are completely separated by a film of fluid.

Thick film lubrication is further divided into two groups:

1.    Hydrodynamic

Hydrodynamic lubrication is defined as a system of lubrication in which the load-supporting fluid film is created by the shape and relative motion of the sliding surfaces.

A.   Journal Bearing (supports radial load)

A journal bearing is a sliding contact bearing working on hydrodynamic lubrication and which supports the load in radial direction. The portion of the shaft inside the bearing is called journal and hence the name ‘journal’ bearing.

a.    Full

 In full journal bearing, the angle of contact of the bushing with the journal is 360°. Full journal bearing can take loads in any radial direction. Most of the bearings used in industrial applications are full journal bearings.

b.    Partial

In partial bearings, the angle of contact between the bush and the journal is always less than 180°. Most of the partial bearings in practice have 120° angle of contact. Partial bearing can take loads in only one radial direction. Partial bearings are used in railroad-cars.

B.   Thrust bearing (supports axial load)

a.    Footsteps

 The footstep bearing or simply ‘step’ bearing is a thrust bearing in which the end of the shaft is in contact with the bearing surface.

b.    Collar

The collar bearing is a thrust bearing in which a collar integral with the shaft is in contact with the bearing surface.


2.    Hydrostatic lubrication.

Hydrostatic lubrication is defined as a system of lubrication in which the load supporting fluid film, separating the two surfaces is created by an external source, like a pump, supplying sufficient fluid under pressure. Since the lubricant is supplied under pressure, this type of bearing is called externally pressurised bearing

 


B.               Thin Film Bearings

 


 

Thin film lubrication, which is also called boundary lubrication, is defined as a condition of lubrication where the lubricant film is relatively thin and there is partial metal to metal contact. This mode of lubrication is seen in door hinges and machine tool slides. The conditions resulting in boundary lubrication are excessive load, insufficient surface area or oil supply, low speed and misalignment



C.               Elastohydrodynamic Bearings

 


 

There is a particular mode of lubrication known as elastohydrodynamic lubrication. When the fluid film pressure is high and the surfaces to be separated are not sufficiently rigid, there is elastic deformation of the contacting surfaces. This elastic deflection is useful in the formation of the fluid film in certain cases. Since the hydrodynamic film is developed due to elastic deflection of the parts, this mode of lubrication is called elastohydrodynamic lubrication. This type of lubrication occurs in gears, cams and rolling contact bearings.

 


D.              Zero film Bearings


 

Zero film bearing is a bearing which operates without any lubricant, that is without any film of lubricating oil.

Applications of Fluid Bearings:

 

        Fluid bearings are frequently used in high load, high speed or high precision applications where ordinary ball bearings would have short life or cause high noise and vibration. They are also used increasingly to reduce cost.

        For example, hard disk drive motor fluid bearings are both quieter and cheaper than the ball bearings they replace. Applications are very versatile and may even be used in complex geometries such as leadscrews

 

 


Magnetic Bearings

 



A magnetic bearing is a type of bearing that supports a load using magnetic levitation. Magnetic bearings support moving parts without physical contact. For instance, they are able to levitate a rotating shaft and permit relative motion with very low friction and no mechanical wear.

 

Types:

1.    Active Magnetic Bearing (AMB)

A type of magnetic bearing in which non-contact support of a shaft is achieved by using closed-loop control.


2.    Passive Magnetic Bearing

A type of magnetic bearing that does not require active control.

 

3.    Electromagnetic (EM) Biased Magnetic Bearing

A type of AMB in which the magnetic field has two components – a constant bias field and a variable control field, with the bias magnetic field being generated by an electrical current in a coil.

 

4.    Radial Magnetic Bearing

Magnetic Bearing in which magnetic forces produce radial support for the shaft in two orthogonal axes.

 

5.    Axial Magnetic Bearing

Magnetic Bearing in which magnetic forces produce axial support for the shaft

Its applications are

1.     Magnetic bearings are commonly used in watt-hour meters by electric utilities to measure home power consumption.

2.     They are also used in energy storage or transportation applications and to support equipment in a vacuum.

3.     Magnetic bearings are also used in some centrifugal compressors for chillers with a shaft made up of magnetic material lies between magnetic bearings.

4.     A new application of magnetic bearings is in artificial hearts


Flexure Bearings

 


 

A flexure bearing is a category of flexure which is engineered to be compliant in one or more angular degrees of freedom. Flexure bearings are often part of compliant mechanisms. Flexure bearings serve much of the same function as conventional bearings or hinges in applications which require angular compliance.

1.    Pin flexure

A thin bar or cylinder of material, constrains 3 degrees of freedom when geometry matches a notch cutout.

2.    Blade flexure

Thin sheet of material, constrains 3 degrees of freedom.

3.    Notch flexure

Thin cutout on both sides of a thick piece of material, constrains 5 degrees of freedom.

 

ADVANTAGES

DISADVANTAGES

        Flexure bearings have the advantage over most other bearings that they are simple and thus inexpensive. They are also often compact, lightweight, have very low friction, and are easier to repair without specialized equipment.

        Flexure bearings have the disadvantages that the range of motion is limited, and often very limited for bearings that support high loads.

 


Jewel Bearings


 

 

A jewel bearing is a plain bearing in which a metal spindle turns in a jewel-lined pivot hole. The hole is typically shaped like a torus and is slightly larger than the shaft diameter. The jewels are typically made from the mineral corundum, usually either synthetic sapphire or synthetic ruby. Jewel bearings are used in precision instruments where low friction, long life, and dimensional accuracy are important. Their largest use is in mechanical watches. The other major use of jeweled bearings is in sensitive mechanical measuring instruments.

 

The other major use of jewel bearings is in sensitive mechanical measuring instruments: galvanometers, compasses, gyroscopes, gimbals, dial indicators, dial calipers, and turbine flow meters galvanometers, compasses, gyroscopes, gimbals, dial indicators, dial calipers, and turbine flow meters

 

References

        https://www.researchgate.net/publication/280722544_A_STUDY_OF_BEARING_AND_ITS_TYPES

        Design of Machine Elements – V.B BHANDARI




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