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Poplawski, Joseph V.

Publications and source records attributed to Poplawski, Joseph V..

Effect of Roller Geometry on Roller Bearing Load-Life Relation

Cylindrical roller bearings typically employ roller profile modification to equalize load distribution, minimize stress concentration at roller ends and allow for a small amount of misalignment. The 1947 Lundberg-Palmgren analysis reported an inverse fourth power relation between load and life for roller bearings with line contact. In 1952, Lundberg and Palmgren changed their load-life exponent to 10/3 for roller bearings, assuming mixed line and point contact. The effect of roller-crown profile was reanalyzed in this paper to determine the actual load-life relation for modified roller profiles. For uncrowned rollers (line contact), the load-life exponent is p = 4, in agreement with the 1947 Lundberg-Palmgren value but crowning reduces the value of the exponent, p. The lives of modern roller bearings made from vacuum-processed steels significantly exceed those predicted by the Lundberg-Palmgren theory. The Zaretsky rolling-element bearing life model of 1996 produces a load-life exponent of p = 5 for flat rollers, which is more consistent with test data. For the Zaretsky model with fully crowned rollers p = 4.3. For an aerospace profile and chamfered rollers, p = 4.6. Using the 1952 Lundberg-Palmgren value p = 10/3, the value incorporated in ANSI/ABMA and ISO bearing standards, can create significant life calculation errors for roller bearings.

Roller bearing↗

Relation Between Residual and Hoop Stresses and Rolling Bearing Fatigue Life

Rolling-element bearings operated at high speed or high vibration may require a tight interference fit between the bore of the bearing and shaft to prevent rotation of the bearing bore around the shaft and fretting damage at the interfaces. Previous work showed that the hoop stresses resulting from tight interference fits can reduce bearing lives by as much as 65 percent. Where tight interference fits are required, case-carburized steel such as AISI 9310 or M50 NiL is often used because the compressive residual stresses inhibit subsurface crack formation and the ductile core inhibits inner-ring fracture. The presence of compressive residual stress and its combination with hoop stress also modifies the Hertz stress-life relation. This paper analyzes the beneficial effect of residual stresses on rolling-element bearing fatigue life in the presence of high hoop stresses for three bearing steels. These additional stresses were superimposed on Hertzian principal stresses to calculate the inner-race maximum shearing stress and the resulting fatigue life of the bearing. The load-life exponent p and Hertz stress-life exponent n increase in the presence of compressive residual stress, which yields increased life, particularly at lower stress levels. The Zaretsky life equation is described and is shown to predict longer bearing lives and greater load- and stress-life exponents, which better predicts observed life of bearings made from vacuum-processed steel.

Fatigue↗

Analysis of Space Station Centrifuge Rotor Bearing Systems: A Case Study

A team of NASA bearing and lubrication experts was assembled to assess the risk for the rolling-element bearings used in the International Space Station (ISS) centrifuge rotor (CR) to seize or otherwise fail to survive for the required 10-year life. The CR was designed by the Japan Aerospace Exploration Agency and their subcontractor, NEC Toshiba Space Systems, Ltd. (NTSpace). The NASA team performed a design audit for the most critical rolling-element bearing systems and reviewed the lubricant selected. There is uncertainty regarding the ability of the Braycote 601 grease (Castrol Limited) to reliably provide the 10-year continuous life required without relubrication of the system. The fatigue life of the Rotor Shaft Assembly (RSA) spring loaded face-to-face mount at a 99-percent probability of survival (L1 life) for the ball bearing set was estimated at 700 million hours and the single ball bearing (Row 3) at 58 million hours. These lives satisfy the mission requirements for fatigue. Rolling-element seizure tests on the RSA and fluid slip joint bearings were found unlikely to stop the centrifuge, which can cause damage to the ISS structure. The spin motor encoder duplex angular-contact ball bearings have a hard preload and a large number of small balls have the highest risk of failure. These bearings were not tested for seizure even though they are less tolerant to debris or internal clearance reductions.

Poplawski, Joseph V.↗

Effect of Internal Clearance on Load Distribution and Life of Radially Loaded Ball and Roller Bearings

The effect of internal clearance on radially loaded deepgroove ball and cylindrical roller bearing load distribution and fatigue life was determined for four clearance groups defined in the bearing standards. The analysis was extended to negative clearance (interference) conditions to produce a curve of life factor versus internal clearance. Rolling-element loads can be optimized and bearing life maximized for a small negative operating clearance. Life declines gradually with positive clearance and rapidly with increasing negative clearance. Relationships were found between bearing life and internal clearance as a function of ball or roller diameter, adjusted for load. Results are presented as life factors for radially loaded bearings independent of bearing size or applied load. In addition, a modified Stribeck Equation is presented that relates the maximum rolling-element load to internal bearing clearance.

Oswald, Fred B.↗

Interference-Fit Life Factors for Ball Bearings

The effect of hoop stresses on the rolling-element fatigue life of angular-contact and deep-groove ball bearings was determined for common inner-ring interference fits at the ABEC-5 tolerance level. The analysis was applied to over 1150 bearing configurations and load cases. Hoop stresses were superimposed on the Hertzian principal stresses created by the applied bearing load to calculate the inner-race maximum shearing stress. The resulting fatigue life of the bearing was recalculated through a series of equations. The reduction in the fatigue life is presented as life factors that are applied to the unfactored bearing life. The life factors found in this study ranged from 1.00 (no life reduction)--where there was no net interface pressure--to a worst case of 0.38 (a 62-percent life reduction). For a given interference fit, the reduction in life is different for angular-contact and deep-groove ball bearings. Interference fits also affect the maximum Hertz stress-life relation. Experimental data of Czyzewski, showing the effect of interference fit on rolling-element fatigue life, were reanalyzed to determine the shear stress-life exponent. The Czyzewski data shear stress-life exponent c equals 8.77, compared with the assumed value of 9. Results are presented as tables and charts of life factors for angular-contact and deep-groove ball bearings with light, normal, and heavy loads and interference fits ranging from extremely light to extremely heavy.

Oswald, Fred B.↗

Interference-Fit Life Factors for Roller Bearings

The effect of hoop stresses in reducing cylindrical roller bearing fatigue life was determined for various classes of inner-ring interference fit. Calculations were performed for up to 7 fit classes for each of 10 bearing sizes. The hoop stresses were superimposed on the Hertzian principal stresses created by the applied radial load to calculate roller bearing fatigue life. A method was developed through a series of equations to calculate the life reduction for cylindrical roller bearings. All calculated lives are for zero initial internal clearance. Any reduction in bearing clearance due to interference fit would be compensated by increasing the initial (unmounted) clearance. Results are presented as tables and charts of life factors for bearings with light, moderate, and heavy loads and interference fits ranging from extremely light to extremely heavy for bearing accuracy class RBEC-5 (ISO class 5). Interference fits on the inner ring of a cylindrical roller bearing can significantly reduce bearing fatigue life. In general, life factors are smaller (lower life) for bearings running under light load where the unfactored life is highest. The various bearing series within a particular bore size had almost identical interference-fit life factors for a particular fit. The tightest fit at the high end of the tolerance band produces a life factor of approximately 0.40 for an inner-race maximum Hertz stress of 1200 MPa (175 ksi) and a life factor of 0.60 for an inner-race maximum Hertz stress of 2200 MPa (320 ksi). Interference fits also impact the maximum Hertz stress-life relation.

Oswald, Fred B.↗

Relation Between Hertz Stress-Life Exponent, Ball-Race Conformity, and Ball Bearing Life

ANSI/ABMA and ISO standards based on Lundberg-Palmgren bearing life theory are normalized for ball bearings having inner- and outerrace conformities of 52 percent (0.52) and made from pre-1940 bearing steel. The Lundberg-Palmgren theory incorporates an inverse 9th power relation between Hertz stress and fatigue life for ball bearings. The effect of race conformity on ball set life independent of race life is not incorporated into the Lundberg-Palmgren theory. In addition, post-1960 vacuum-processed bearing steel exhibits a 12th power relation between Hertz stress and life. The work reported extends the previous work of Zaretsky, Poplawski, and Root to calculate changes in bearing life--that includes the life of the ball set--caused by race conformity, Hertz stress-life exponent, ball bearing type and bearing series. The bearing fatigue life in actual application will usually be equal to or greater than that calculated using the ANSI/ABMA and ISO standards that incorporate the Lundberg-Palmgren theory. The relative fatigue life of an individual race is more sensitive to changes in race conformity for Hertz stress-life exponent n of 12 than where n = 9. However, when the effects are combined to predict actual bearing life for a specified set of conditions and bearing geometry, the predicted life of the bearing will be greater for a value of n = 12 than n = 9.

Zaretsky, Erwin V.↗

Interference Fit Life Factors for Roller Bearings

The effect of hoop stresses in reducing cylindrical roller bearing fatigue life was determined for various classes of inner ring interference fit. Calculations were performed for up to seven interference fit classes for each of ten bearing sizes. Each fit was taken at tightest, average and loosest values within the fit class for RBEC-5 tolerance, thus requiring 486 separate analyses. The hoop stresses were superimposed on the Hertzian principal stresses created by the applied radial load to calculate roller bearing fatigue life. The method was developed through a series of equations to calculate the life reduction for cylindrical roller bearings based on interference fit. All calculated lives are for zero initial bearing internal clearance. Any reduction in bearing clearance due to interference fit was compensated by increasing the initial (unmounted) clearance. Results are presented as tables and charts of life factors for bearings with light, moderate and heavy loads and interference fits ranging from extremely light to extremely heavy and for bearing accuracy class RBEC 5 (ISO class 5). Interference fits on the inner bearing ring of a cylindrical roller bearing can significantly reduce bearing fatigue life. In general, life factors are smaller (lower life) for bearings running under light load where the unfactored life is highest. The various bearing series within a particular bore size had almost identical interference fit life factors for a particular fit. The tightest fit at the high end of the RBEC-5 tolerance band defined in ANSI/ABMA shaft fit tables produces a life factor of approximately 0.40 for an inner-race maximum Hertz stress of 1200 MPa (175 ksi) and a life factor of 0.60 for an inner-race maximum Hertz stress of 2200 MPa (320 ksi). Interference fits also impact the maximum Hertz stress-life relation.

Oswald, Fred B.↗

Reexamination of Ball-Race Conformity Effects on Ball Bearing Life

The analysis in this report considers the life of the ball set as well as the respective lives of the races to reassess the effect of ball-race conformity on ball bearing life. The related changes in ball bearing life are incorporated in life factors that can be used to modify the bearing predicted life using the Lundberg-Palmgren equations and the ANSI/ABMA and ISO Standards. Two simple algebraic relationships were established to calculate life factors LF(sub c) to determine the effect of inner- and outer-race conformity combinations on bearing L(sub 10) life for deepgroove and angular-contact ball bearings, respectively. Depending on the bearing type and series as well as conformity combinations, the calculated life for deep-groove ball bearings can be over 40 percent less than that calculated by the Lundberg-Palmgren equations. For angular-contact ball bearings, the life can vary between +16 and -39 percent from that calculated by the Lundberg-Palmgren equations. Comparing the two ball bearing types, the life factors LF(sub c) for the deep-groove bearings can be as much as 40 percent lower than that for angular-contact ball bearings.

Zaretsky, Erwin V.↗

Relation between Hertz Stress-Life Exponent, Ball-Race Conformity, and Ball Bearing Life

ANSI/ABMA and ISO standards based on Lundberg-Palmgren bearing life theory are normalized for ball bearings having inner- and outer-race conformities of 52 percent (0.52) and made from pre-1940 bearing steel. The Lundberg-Palmgren theory incorporates an inverse 9th power relation between Hertz stress and fatigue life for ball bearings. The effect of race conformity on ball set life independent of race life is not incorporated into the Lundberg-Palmgren theory. In addition, post-1960 vacuum-processed bearing steel exhibits a 12th power relation between Hertz stress and life. The work reported extends the previous work of Zaretsky, Poplawski, and Root to calculate changes in bearing life, that includes the life of the ball set, caused by race conformity, Hertz stress-life exponent, ball bearing type and bearing series. The bearing fatigue life in actual application will usually be equal to or greater than that calculated using the ANSI/ABMA and ISO standards that incorporate the Lundberg-Palmgren theory. The relative fatigue life of an individual race is more sensitive to changes in race conformity for Hertz stress-life exponent n of 12 than where n = 9. However, when the effects are combined to predict actual bearing life for a specified set of conditions and bearing geometry, the predicted life of the bearing will be greater for a value of n = 12 than n = 9.

Zaretsky, Erwin V.↗

Effect of Roller Profile on Cylindrical Roller Bearing Life Prediction: Comparison of Bearing Life Theories - Part 1

Four rolling-element bearing life theories were chosen for analysis and compared for a simple roller-race geometry model. The life theories were those of Weibull; Lundberg and Palmgren; Ioannides and Harris; and Zaretsky. The analysis without a fatigue limit of Ioannides and Harris is identical to the Lundberg and Palmgren analysis, and the Weibull analysis is similar to that of Zaretsky if the exponents are chosen to be identical. The resultant predicted life a each stress condition not only depends on the life equation used but also on the Weibull slope assumed. The least variation in predicted life with Weibull slope comes with the Zaretsky equation. Except for a Weibull slope of 1.11, at which the Weibull equation predicts the highest lives, the highest lives are predicted for the Zaretsky equation. For Weibull slopes of 1.5 and 2, both the Lundherg-Palmgren and Ioannides-Harris (where tau(sub u) = 0) equations predict lower lives than the ANSI/ABMA/ISO standard. Based upon the Hertz stresses for line contact, the accepted load-life exponent of 10/3 results in a maximum Hertz stress-life exponent equal to 6.6. This value is inconsistent with that experienced in the field. The assumption of as shear stress fatigue limit tau(sub u) results in Hertz stress-life exponents greater than are experimentally verifiable.

Poplawski, Joseph V.↗

Effect of Roller Profile on Cylindrical Roller Bearing Life Prediction

Four roller profiles used in cylindrical roller bearing design and manufacture were analyzed using both a closed form solution and finite element analysis (FEA) for stress and life. The roller profiles analyzed were flat, tapered end, aerospace, and fully crowned loaded against a flat raceway. Four rolling-element bearing life models were chosen for this analysis and compared. These were those of Weibull, Lundberg and Palmgren, Ioannides and Harris, and Zaretsky. The flat roller profile without edge loading has the longest predicted life. However, edge loading can reduce life by as much as 98 percent. The end tapered profile produced the highest lives but not significantly different than the aerospace profile. The fully crowned profile produces the lowest lives. The resultant predicted life at each stress condition not only depends on the life equation used but also on the Weibull slope assumed. For Weibull slopes of 1.5 and 2, both Lundberg-Palmgren and Iaonnides-Harris equations predict lower lives than the ANSI/ABMAJISO standards. Based upon the Hertz stresses for line contact, the accepted load-life exponent of 10/3 results in a maximum Hertz stress-life exponent equal to 6.6. This value is inconsistent with that experienced in the field.

Poplawski, Joseph V.↗

Comparison of Life Theories for Rolling-Element Bearings

Nearly five decades have passed since G. Lundberg and A. Palmgren published their life theory in 1947 and 1952 and it was adopted as an ANSI/ABMA and ISO standard in 1950 and 1953. Subsequently, many variations and deviations from their life theory have been proposed, the most recent being that of E. Ioannides and T.A. Harris in 1985. This paper presents a critical analysis comparing the results of different life theories and discussing their implications in the design and analysis of rolling-element bearings. Variations in the stress-life relation and in the critical stress related to bearing life are discussed using stress fields obtained from three-dimensional, finite-element analysis of a ball in a nonconforming race under varying load. The results showed that for a ninth power stress-life exponent the Lundberg-Palmgren theory best predicts life as exhibited by most air-melted bearing steels. For a 12th power relation reflected by modern bearing steels, a Zaretsky-modified Weibull equation is superior. The assumption of a fatigue-limiting stress distorts the stress-life exponent and overpredicts life.

Zaretsky, Erwin V.↗