Engineering topics

Zaretsky, Erwin V.

Publications and source records attributed to Zaretsky, Erwin V..

At least 37 records · Page 2

NASA NTRS2012

Rolling Bearing Steels - A Technical and Historical Perspective

Starting about 1920 it becomes easier to track the growth of bearing materials technology. Until 1955, with few exceptions, comparatively little progress was made in this area. AISI 52100 and some carburizing grades (AISI 4320, AISI 9310) were adequate for most applications. The catalyst to quantum advances in high-performance rolling-element bearing steels was the advent of the aircraft gas turbine engine. With improved bearing manufacturing and steel processing together with advanced lubrication technology, the potential improvements in bearing life can be as much as 80 times that attainable in the late 1950s or as much as 400 times that attainable in 1940. This paper summarizes the chemical, metallurgical and physical aspects of bearing steels and their effect on rolling bearing life and reliability. The single most important variable that has significantly increased bearing life and reliability is vacuum processing of bearing steel. Differences between through hardened, case carburized and corrosion resistant steels are discussed. The interrelation of alloy elements and carbides and their effect on bearing life are presented. An equation relating bearing life, steel hardness and temperature is given. Life factors for various steels are suggested and discussed. A relation between compressive residual stress and bearing life is presented. The effects of retained austenite and grain size are discussed.

Zaretsky, Erwin V.↗

NASA NTRS2012

Determination of Turbine Blade Life from Engine Field Data

It is probable that no two engine companies determine the life of their engines or their components in the same way or apply the same experience and safety factors to their designs. Knowing the failure mode that is most likely to occur minimizes the amount of uncertainty and simplifies failure and life analysis. Available data regarding failure mode for aircraft engine blades, while favoring low-cycle, thermal mechanical fatigue as the controlling mode of failure, are not definitive. Sixteen high-pressure turbine (HPT) T-1 blade sets were removed from commercial aircraft engines that had been commercially flown by a single airline and inspected for damage. Each set contained 82 blades. The damage was cataloged into three categories related to their mode of failure: (1) Thermal-mechanical fatigue, (2) Oxidation/Erosion, and (3) "Other." From these field data, the turbine blade life was determined as well as the lives related to individual blade failure modes using Johnson-Weibull analysis. A simplified formula for calculating turbine blade life and reliability was formulated. The L(sub 10) blade life was calculated to be 2427 cycles (11 077 hr). The resulting blade life attributed to oxidation/erosion equaled that attributed to thermal-mechanical fatigue. The category that contributed most to blade failure was Other. If there were there no blade failures attributed to oxidation/erosion and thermal-mechanical fatigue, the overall blade L(sub 10) life would increase approximately 11 to 17 percent.

Zaretsky, Erwin V.↗

NASA NTRS2011

Rolling-Element Fatigue Testing and Data Analysis - A Tutorial

In order to rank bearing materials, lubricants and other design variables using rolling-element bench type fatigue testing of bearing components and full-scale rolling-element bearing tests, the investigator needs to be cognizant of the variables that affect rolling-element fatigue life and be able to maintain and control them within an acceptable experimental tolerance. Once these variables are controlled, the number of tests and the test conditions must be specified to assure reasonable statistical certainty of the final results. There is a reasonable correlation between the results from elemental test rigs with those results obtained with full-scale bearings. Using the statistical methods of W. Weibull and L. Johnson, the minimum number of tests required can be determined. This paper brings together and discusses the technical aspects of rolling-element fatigue testing and data analysis as well as making recommendations to assure quality and reliable testing of rolling-element specimens and full-scale rolling-element bearings.

Vlcek, Brian L.↗

NASA NTRS2010

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.↗

NASA NTRS2009

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.↗

NASA NTRS2008

Test Population Selection from Weibull-Based, Monte Carlo Simulations of Fatigue Life

Fatigue life is probabilistic and not deterministic. Experimentally establishing the fatigue life of materials, components, and systems is both time consuming and costly. As a result, conclusions regarding fatigue life are often inferred from a statistically insufficient number of physical tests. A proposed methodology for comparing life results as a function of variability due to Weibull parameters, variability between successive trials, and variability due to size of the experimental population is presented. Using Monte Carlo simulation of randomly selected lives from a large Weibull distribution, the variation in the L10 fatigue life of aluminum alloy AL6061 rotating rod fatigue tests was determined as a function of population size. These results were compared to the L10 fatigue lives of small (10 each) populations from AL2024, AL7075 and AL6061. For aluminum alloy AL6061, a simple algebraic relationship was established for the upper and lower L10 fatigue life limits as a function of the number of specimens failed. For most engineering applications where less than 30 percent variability can be tolerated in the maximum and minimum values, at least 30 to 35 test samples are necessary. The variability of test results based on small sample sizes can be greater than actual differences, if any, that exists between materials and can result in erroneous conclusions. The fatigue life of AL2024 is statistically longer than AL6061 and AL7075. However, there is no statistical difference between the fatigue lives of AL6061 and AL7075 even though AL7075 had a fatigue life 30 percent greater than AL6061.

Vlcek, Brian L.↗

NASA NTRS2008

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.↗

NASA NTRS2008

Probabilistic Analysis of Space Shuttle Body Flap Actuator Ball Bearings

A probabilistic analysis, using the 2-parameter Weibull-Johnson method, was performed on experimental life test data from space shuttle actuator bearings. Experiments were performed on a test rig under simulated conditions to determine the life and failure mechanism of the grease lubricated bearings that support the input shaft of the space shuttle body flap actuators. The failure mechanism was wear that can cause loss of bearing preload. These tests established life and reliability data for both shuttle flight and ground operation. Test data were used to estimate the failure rate and reliability as a function of the number of shuttle missions flown. The Weibull analysis of the test data for the four actuators on one shuttle, each with a 2-bearing shaft assembly, established a reliability level of 96.9 percent for a life of 12 missions. A probabilistic system analysis for four shuttles, each of which has four actuators, predicts a single bearing failure in one actuator of one shuttle after 22 missions (a total of 88 missions for a 4-shuttle fleet). This prediction is comparable with actual shuttle flight history in which a single actuator bearing was found to have failed by wear at 20 missions.

Oswald, Fred B.↗

NASA NTRS2008

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.↗

NASA NTRS2007

Determination of Turboprop Reduction Gearbox System Fatigue Life and Reliability

Two computational models to determine the fatigue life and reliability of a commercial turboprop gearbox are compared with each other and with field data. These models are (1) Monte Carlo simulation of randomly selected lives of individual bearings and gears comprising the system and (2) two-parameter Weibull distribution function for bearings and gears comprising the system using strict-series system reliability to combine the calculated individual component lives in the gearbox. The Monte Carlo simulation included the virtual testing of 744,450 gearboxes. Two sets of field data were obtained from 64 gearboxes that were first-run to removal for cause, were refurbished and placed back in service, and then were second-run until removal for cause. A series of equations were empirically developed from the Monte Carlo simulation to determine the statistical variation in predicted life and Weibull slope as a function of the number of gearboxes failed. The resultant L(sub 10) life from the field data was 5,627 hr. From strict-series system reliability, the predicted L(sub 10) life was 774 hr. From the Monte Carlo simulation, the median value for the L(sub 10) gearbox lives equaled 757 hr. Half of the gearbox L(sub 10) lives will be less than this value and the other half more. The resultant L(sub 10) life of the second-run (refurbished) gearboxes was 1,334 hr. The apparent load-life exponent p for the roller bearings is 5.2. Were the bearing lives to be recalculated with a load-life exponent p equal to 5.2, the predicted L(sub 10) life of the gearbox would be equal to the actual life obtained in the field. The component failure distribution of the gearbox from the Monte Carlo simulation was nearly identical to that using the strict-series system reliability analysis, proving the compatibility of these methods.

Zaretsky, Erwin V.↗

NASA NTRS2007

Probabilistic Analysis for Comparing Fatigue Data Based on Johnson-Weibull Parameters

Probabilistic failure analysis is essential when analysis of stress-life (S-N) curves is inconclusive in determining the relative ranking of two or more materials. In 1964, L. Johnson published a methodology for establishing the confidence that two populations of data are different. Simplified algebraic equations for confidence numbers were derived based on the original work of L. Johnson. Using the ratios of mean life, the resultant values of confidence numbers deviated less than one percent from those of Johnson. It is possible to rank the fatigue lives of different materials with a reasonable degree of statistical certainty based on combined confidence numbers. These equations were applied to rotating beam fatigue tests that were conducted on three aluminum alloys at three stress levels each. These alloys were AL 2024, AL 6061, and AL 7075. The results were analyzed and compared using ASTM Standard E739-91 and the Johnson-Weibull analysis. The ASTM method did not statistically distinguish between AL 6010 and AL 7075. Based on the Johnson-Weibull analysis confidence numbers greater than 99 percent, AL 2024 was found to have the longest fatigue life, followed by AL 7075, and then AL 6061. The ASTM Standard and the Johnson-Weibull analysis result in the same stress-life exponent p for each of the three aluminum alloys at the median or L(sub 50) lives.

Hendricks, Robert C.↗

NASA NTRS2007

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.↗

NASA NTRS2007

Model Specification for Rework of Aircraft Engine, Power Transmission, and Accessory/Auxiliary Ball and Roller Bearings

This document provides a model specification for the rework and/or repair of bearings used in aircraft engines, helicopter main power train transmissions, and auxiliary bearings determined to be critical by virtue of performance, function, or availability. The rolling-element bearings to be processed under the provisions of this model specification may be used bearings removed after service, unused bearings returned from the field, or certain rejected bearings returned for reinspection and salvage. In commercial and military aircraft application, it has been a practice that rolling-element bearings removed at maintenance or overhaul be reworked and returned to service. Depending on the extent of rework and based upon theoretical analysis, representative life factors (LF) for bearings subject to rework ranged from 0.87 to 0.99 the lives of new bearings. Based on bearing endurance data, 92 percent of the bearing sets that would be subject to rework would result in L(sub 10) lives equaling and/or exceeding that predicted for new bearings. The remaining 8 percent of the bearings have the potential to achieve the analytically predicted life of new bearings when one of the rings is replaced at rework. The potential savings from bearing rework varies from 53 to 82 percent of that of new bearings depending on the cost, size, and complexity of the bearing

Zaretsky, Erwin V.↗

NASA NTRS2007

Design of Oil-Lubricated Machine for Life and Reliability

In the post-World War II era, the major technology drivers for improving the life, reliability, and performance of rolling-element bearings and gears have been the jet engine and the helicopter. By the late 1950s, most of the materials used for bearings and gears in the aerospace industry had been introduced into use. By the early 1960s, the life of most steels was increased over that experienced in the early 1940s, primarily by the introduction of vacuum degassing and vacuum melting processes in the late 1950s. The development of elastohydrodynamic (EHD) theory showed that most rolling bearings and gears have a thin film separating the contacting bodies during motion and it is that film which affects their lives. Computer programs modeling bearing and gear dynamics that incorporate probabilistic life prediction methods and EHD theory enable optimization of rotating machinery based on life and reliability. With improved manufacturing and processing, the potential improvement in bearing and gear life can be as much as 80 times that attainable in the early 1950s. The work presented summarizes the use of laboratory fatigue data for bearings and gears coupled with probabilistic life prediction and EHD theories to predict the life and reliability of a commercial turboprop gearbox. The resulting predictions are compared with field data.

Zaretsky, Erwin V.↗

NASA NTRS2006

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.↗

NASA NTRS2005

Effect of Rolling Bearing Refurbishment and Restoration on Bearing Life and Reliability

For nearly four decades it has been a practice in commercial and military aircraft application that rolling-element bearings removed at maintenance or overhaul be reworked and returned to service. The work presented extends previously reported bearing life analysis to consider the depth (Z(45)) to maximum shear stress (45) on stressed volume removal and the effect of replacing the rolling elements with a new set. A simple algebraic relationship was established to determine the L(10) life of bearing races subject to bearing rework. Depending on the extent of rework and based upon theoretical analysis, representative life factors (LF) for bearings subject to rework ranged from 0.87 to 0.99 the lives of new bearings. Based on bearing endurance data, 92 percent of the bearing sets that would be subject to rework would result in L(10) lives equaling and/or exceeding that predicted for new bearings with the remaining 8 percent having the potential to achieve the analytically predicted life of new bearings when one of the rings is replaced at rework.. The potential savings from bearing rework varies from 53 to 82 percent that of new bearings depending on the cost, size and complexity of the bearing.

Zaretsky, Erwin V.↗

NASA NTRS2005

Effect of Silicon Nitride Balls and Rollers on Rolling Bearing Life

Three decades have passed since the introduction of silicon nitride rollers and balls into conventional rolling-element bearings. For a given applied load, the contact (Hertz) stress in a hybrid bearing will be higher than an all-steel rolling-element bearing. The silicon nitride rolling-element life as well as the lives of the steel races were used to determine the resultant bearing life of both hybrid and all-steel bearings. Life factors were determined and reported for hybrid bearings. Under nominal operating speeds, the resultant calculated lives of the deep-groove, angular-contact, and cylindrical roller hybrid bearings with races made of post-1960 bearing steel increased by factors of 3.7, 3.2, and 5.5, respectively, from those calculated using the Lundberg-Palmgren equations. An all-steel bearing under the same load will have a longer life than the equivalent hybrid bearing under the same conditions. Under these conditions, hybrid bearings are predicted to have a lower fatigue life than all-steel bearings by 58 percent for deep-groove bearings, 41 percent for angular-contact bearings, and 28 percent for cylindrical roller bearings.

Zaretsky, Erwin V.↗

NASA NTRS2003

Monte Carlo Simulation of Sudden Death Bearing Testing

Monte Carlo simulations combined with sudden death testing were used to compare resultant bearing lives to the calculated hearing life and the cumulative test time and calendar time relative to sequential and censored sequential testing. A total of 30 960 virtual 50-mm bore deep-groove ball bearings were evaluated in 33 different sudden death test configurations comprising 36, 72, and 144 bearings each. Variations in both life and Weibull slope were a function of the number of bearings failed independent of the test method used and not the total number of bearings tested. Variation in L10 life as a function of number of bearings failed were similar to variations in lift obtained from sequentially failed real bearings and from Monte Carlo (virtual) testing of entire populations. Reductions up to 40 percent in bearing test time and calendar time can be achieved by testing to failure or the L(sub 50) life and terminating all testing when the last of the predetermined bearing failures has occurred. Sudden death testing is not a more efficient method to reduce bearing test time or calendar time when compared to censored sequential testing.

Vlcek, Brian L.↗