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NASA NTRS2005

Hybrid Bearing Prognostic Test Rig

The NASA Glenn Research Center has developed a new Hybrid Bearing Prognostic Test Rig to evaluate the performance of sensors and algorithms in predicting failures of rolling element bearings for aeronautics and space applications. The failure progression of both conventional and hybrid (ceramic rolling elements, metal races) bearings can be tested from fault initiation to total failure. The effects of different lubricants on bearing life can also be evaluated. Test conditions monitored and recorded during the test include load, oil temperature, vibration, and oil debris. New diagnostic research instrumentation will also be evaluated for hybrid bearing damage detection. This paper summarizes the capabilities of this new test rig.

Dempsey, Paula J.↗

NASA NTRS2005

High-Temperature, High-Load-Capacity Radial Magnetic Bearing

A radial heteropolar magnetic bearing capable of operating at a temperature as high as 1,000 F (=540 C) has been developed. This is a prototype of bearings for use in gas turbine engines operating at temperatures and speeds much higher than can be withstood by lubricated rolling-element bearings. It is possible to increase the maximum allowable operating temperatures and speeds of rolling-element bearings by use of cooling-air systems, sophisticated lubrication systems, and rotor-vibration- damping systems that are subsystems of the lubrication systems, but such systems and subsystems are troublesome. In contrast, a properly designed radial magnetic bearing can suspend a rotor without contact, and, hence, without need for lubrication or for cooling. Moreover, a magnetic bearing eliminates the need for a separate damping system, inasmuch as a damping function is typically an integral part of the design of the control system of a magnetic bearing. The present high-temperature radial heteropolar magnetic bearing has a unique combination of four features that contribute to its suitability for the intended application: 1. The wires in its electromagnet coils are covered with an insulating material that does not undergo dielectric breakdown at high temperature and is pliable enough to enable the winding of the wires to small radii. 2. The processes used in winding and potting of the coils yields a packing factor close to 0.7 . a relatively high value that helps in maximizing the magnetic fields generated by the coils for a given supplied current. These processes also make the coils structurally robust. 3. The electromagnets are of a modular C-core design that enables replacement of components and semiautomated winding of coils. 4. The stator is mounted in such a manner as to provide stable support under radial and axial thermal expansion and under a load as large as 1,000 lb (.4.4 kN).

Provenza, Andrew↗

NASA NTRS1973

Development of a high speed parallel hybrid boost bearing

The analysis, design, and testing of the hybrid boost bearing are discussed. The hybrid boost bearing consists of a fluid film bearing coupled in parallel with a rolling element bearing. This coupling arrangement makes use of the inherent advantages of both the fluid film and rolling element bearing and at the same time minimizes their disadvantages and limitations. The analytical optimization studies that lead to the final fluid film bearing design are reported. The bearing consisted of a centrifugally-pressurized planar fluid film thrust bearing with oil feed through the shaft center. An analysis of the test ball bearing is also presented. The experimental determination of the hybrid bearing characteristics obtained on the basis of individual bearing component tests and a combined hybrid bearing assembly is discussed and compared to the analytically determined performance characteristics.

Winn, L. W.↗

NASA NTRS2007

Whirl Motion of a Seal Test Rig with Squeeze-Film Dampers

This paper presents the experimental behavior and dynamic analysis of a high speed test rig with rolling element bearings mounted in squeeze film oil damper bearings. The test rotor is a double overhung configuration with rolling element ball bearings mounted in uncentered squeeze-film oil dampers. The damper design is similar to that employed with various high-speed aircraft HP gas turbines. The dynamic performance of the test rig with the originally installed dampers with an effective damper length of length 0.23-inch was unacceptable. The design speed of 40,000 RPM could not be safely achieved as nonsynchronous whirling at the overhung seal test disk and high amplitude critical speed response at the drive spline section occurred at 32,000 RPM. In addition to the self excited stability and critical speed problems, it was later seen from FFT data analysis, that a region of supersynchronous dead band whirling occurs between 10,000 to 15,000 RPM which can lead to bearing distress and wear. The system was analyzed using both linear and nonlinear techniques. The extended length damper design resulting from the analysis eliminated the rotor subsynchronous whirling, high amplitude critical speed, and the dead band whirling region allowing the system to achieve a speed of 45,000 RPM. However, nonlinear analysis shows that damper lockup could occur with high rotor unbalance at 33,000 RPM, even with the extended squeeze-film dampers. The control of damper lockup will be addressed in a future paper.

Proctor, Margaret P.↗

NASA NTRS1991

Analysis of foil bearings for high speed operation in cryogenic applications

The general objective of this project is to develop analysis tools which are required for the design of foil bearings to be used in cryogenic applications. During the second year of this project, a general analysis approach and code for journal bearings operating under steady state conditions will be completed. This will be followed by the initiation of an investigation into transient behavior of foil bearings to determine their performance in rotor systems. Foil bearings have been proposed as an alternative to rolling element bearings for use in cryogenic turbopumps in liquid propellant rocket engines. This type of bearing offers several advantages over rolling element bearings since they would use the cryogenic pump fluid for a lubricant and have structural flexibility. These bearings have the potential of high reliability and long life. The bearing surface is constructed of a 'foil' which resists deflection by a combination of bending, membrane, and elastic foundation effects. The relative motion between the rotating shaft and the foil causes pressure in the fluid film to develop. This pressure deflects the the foil surface away from the shaft. Once a full fluid film is established between the foil and the rotor shaft, contact no longer takes place and there is no subsequent wear of the surfaces. The flexible foil structure of the bearing allows it to compensate for minor tolerance and manufacturing defects. This same flexibility also has a significant effect on the dynamic performance of the rotor-bearing system.

Carpino, Marc↗

NASA NTRS1968

Bearings use dry self-lubricating cage materials

Rolling element bearings in spacecraft mechanical systems use solid lubricant composites of polytetrafluoroethylene in the bearing cage which functions as the lubricant reservoir. The cage spaces the rolling elements equally and provides the lubricant at the bearing load-carrying surface.

Anderson, W. J.↗

NASA NTRS1990

Non-linear dynamic analysis of geared systems

Under driving conditions, a typical geared system may be subjected to large dynamic loads. Also, the vibration level of the geared system is directly related to the noise radiated from the gear box. The steady state dynamic behavior of the system is examined in order to design reliable and quiet transmissions. The scope is limited to a system containing a spur gear pair with backlash and periodically time varying mesh stiffness, and rolling element bearings with clearance type nonlinearities. The internal static transmission error at the gear mesh, which is of importance from high frequency noise and vibration control view point, is considered in the formulation in sinusoidal or periodic form. A dynamic finite element model of the linear time invariant (LTI) system is developed. Effects of several system parameters, such as torsional and transverse flexibilities of the shafts and prime mover/load inertias, on free and forced vibration characteristics are investigated. Several reduced order LTI models are developed and validated by comparing their eigen solutions with the finite element model results. Using the reduced order formulations, a three degree of freedom dynamic model is developed which includes nonlinearities associated with radical clearances in the radial rolling element bearings, backlash between a spur gear pair and periodically varying gear mesh stiffness. As a limiting case, a single degree of freedom model of the spur gear pair with backlash is considered and mathematical conditions for tooth separation and back collision are defined. Both digital simulation technique and analytical models such as method of harmonic balance and the method of multiple scales were used to develop the steady state frequency response characteristics for various nonlinear and/or time varying cases.

Singh, Rajendra↗

NASA NTRS1988

Ceramic bearings for use in gas turbine engines

Three decades of research by U.S. industry and government laboratories have produced a vast body of data related to the use of ceramic rolling element bearings and bearing components for aircraft gas turbine engines. Materials such as alumina, silicon carbide, titanium carbide, silicon nitride, and a crystallized glass ceramic have been investigated. Rolling-element endurance tests and analysis of full-complement bearings have been performed. Materials and bearing design methods have continuously improved over the years. This paper reviews a wide range of data and analyses with emphasis on how early NASA contributions as well as more recent data can enable the engineer or metallurgist to determine just where ceramic bearings are most applicable for gas turbines.

Zaretsky, Erwin V.↗

NASA NTRS1989

Ceramic bearings for use in gas turbine engines

Zaretsky, E. V.↗

NASA NTRS1993

Three-D CFD Analysis of Hydrostatic Bearings

The hydrostatic bearing promises life and speed characteristics currently unachievable with rolling element bearings alone. In order to achieve the speed and life requirements of the next generation of rocket engines, turbopump manufacturers are proposing hydrostatic bearings to be used in place of, or in series with, rolling element bearings. The design of a hydrostatic bearing is dependent on accurate pressure in the bearing. The stiffness and damping of the hydrostatic bearing is very sensitive to the bearing recess pressure ratio. In the conventional approach, usually ad hoc assumptions were made in determining the bearing pressure of this approach is inherently incorrect. In the present paper, a more elaborate approach to obtain bearing pressure is used. The bearing pressure and complete flow features of the bearing are directly computed by solving the complete 3-D Navier Stokes equation. The code used in the present calculation is a modified version of REACT3D code. Several calculations have been performed for the hydrostatic bearing designed and tested at Texas A&M. Good agreement has been obtained between computed and test results. Detailed flow features in the bearing will also be described and discussed.

Lin, Shyi-Jang↗

DOE OSTI2022

Bearing Fault Detection on Wind Turbine Gearbox Vibrations Using Generalized Likelihood Ratio-Based Indicators

Studies in condition monitoring literature often aim to detect rolling element bearing faults because they have one of the biggest shares among defects in turbo machinery. Accordingly, several prognosis and diagnosis methods have been devised to identify fault signatures from vibration signals. A recently proposed method to capture the rolling element bearing degradation provides the groundwork for new indicator families utilizing the generalized likelihood ratio test. This novel approach exploits the cyclostationarity and the impulsiveness of vibration signals independently in order to estimate the most suitable indicators for a given fault. However, the method has yet to be tested on complex experimental vibration signals such as those of a wind turbine gearbox. In this study, the approach is applied to the National Renewable Energy Laboratory Wind Turbine Gearbox Condition Monitoring Round Robin Study data set for bearing fault detection purposes. The data set is measured on an experimental test rig of a wind turbine gearbox; hence the complexity of the vibration signals is similar to a real case. The outcome demonstrates that the proposed method is capable of distinguishing between healthy and damaged vibration signals measured on a complex wind turbine gearbox.

condition monitoring↗

NASA NTRS2003

Development of Novel Methods for the Reduction of Noise and Weight in Helicopter Transmissions

Over the 70-year evolution of the helicopter, man's understanding of vibration control has greatly increased. However, in spite of the increased performance, the extent of helicopter vibration problems has not significantly diminished. Crew vibration and noise remains important factors in the design of all current helicopters. With more complex and critical demands being placed on aircrews, it is essential that vibration and noise not impair their performance. A major source of helicopter cabin noise (which has been measured at a sound pressure level of over 100 dB) is the gearbox. Reduction of this noise has been a goal of NASA and the U.S. Army. Gear mesh noise is typically in the frequency range of 1000 to 3000 Hz, a range important for speech. A requirement for U.S. Army/NASA Advanced Rotorcraft Transmission project has been a 10-dB reduction compared to current designs. A combined analytical/experimental effort has been underway, since the end of the 80's, to study effects of design parameters on noise production. The noise generated by the gear mesh can be transmitted to the surrounding media through the bearings that support the gear shaft. Therefore, the use of fluid film bearings instead of rolling element bearings could reduce the transmission noise by 10 dB. In addition, the fluid film bearings that support the gear shaft can change the dynamics of the gear assembly by providing damping to the system and by being softer than rolling element bearings. Wave bearings can attenuate, and filter, the noise generated by a machine component due to the dynamic stiffness and damping coefficients. The attenuation ratio could be as large as 35-40 dB. The noise components at higher frequencies than a synchronous frequency can be almost eliminated.

Dimofte, Florin↗

NASA NTRS2003

Unbalance Response Prediction for Rotors on Ball Bearings Using Speed and Load Dependent Nonlinear Bearing Stiffness

Rolling-element bearing forces vary nonlinearly with bearing deflection. Thus an accurate rotordynamic analysis requires that bearing forces corresponding to the actual bearing deflection be utilized. For this work bearing forces were calculated by COBRA-AHS, a recently developed rolling-element bearing analysis code. Bearing stiffness was found to be a strong function of bearing deflection, with higher deflection producing markedly higher stiffness. Curves fitted to the bearing data for a range of speeds and loads were supplied to a flexible rotor unbalance response analysis. The rotordynamic analysis showed that vibration response varied nonlinearly with the amount of rotor imbalance. Moreover, the increase in stiffness as critical speeds were approached caused a large increase in rotor and bearing vibration amplitude over part of the speed range compared to the case of constant bearing stiffness. Regions of bistable operation were possible, in which the amplitude at a given speed was much larger during rotor acceleration than during deceleration. A moderate amount of damping will eliminate the bistable region, but this damping is not inherent in ball bearings.

Fleming, David P.↗

DOE OSTI2017

Investigation of high-speed shaft bearing loads in wind turbine gearboxes through dynamometer testing

Many wind turbine gearboxes require repair or replacement well before reaching the end of their design life. The most common failure is bearing axial cracks, commonly called white etching cracks (WECs), which typically occur in the inner raceways of the high-speed parallel-stage rolling element bearings. Although the root causes of WECs are debated, one theory is that they are related to routine dynamic operating conditions and occasional transient events prevalent in wind turbines that can result in high bearing stress and sliding of the rolling elements. Here, this paper examined wind turbine gearbox high-speed shaft bearing loads and stresses through modeling and full-scale dynamometer testing. Bearing outer race loads were directly measured and predicted using a variety of modeling tools in normal operations, misaligned conditions, and transient events particularly prone to bearing sliding. Test data and models of bearing loads were well correlated. Neither operational misalignment due to rotor moments nor static generator misalignment affected the bearing loads when compared with pure-torque conditions. Thus, it is not likely that generator misalignment is a causal factor of WECs. In contrast, during transient events, the bearings experienced alternating periods of high stress, torque reversals, and loads under the minimum requisite at high rotating speeds while showing indications of sliding, all of which could be related to the formation of WECs.

17 WIND ENERGY↗

NASA NTRS1995

Design and development of a high-speed bearing test rig

The development of a high-speed test rig, to be used for compiling an experimental data base of bearing signatures for bearings with known faults, is described. This bearing test rig can be adapted to test oil-film bearings as well as rolling element bearings. This is achieved by mounting the test bearing in one of two special test housings, either of which can be mounted onto a common test shaft which can be driven up to 30,000 rpm. The test bearing housing for rolling element bearings can accommodate proximity displacement transducers, accelerometers, thermocouples, and acoustic emission sensors. The test bearing housing for the fluid-film bearings can accommodate the same instrumentation as well as Bourdon tube-type transducers for measuring oil film pressures around the bearing circumference.

Cockburn, J. A.↗

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 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 NTRS1991

Surface fatigue life of M50NiL and AISI 9310 spur gears and R C bars

Spur gear endurance tests and rolling element surface fatigue tests were conducted to study vacuum induction melted, vacuum arc remelted (VIM-VAR) M50NiL steel for use as a gear steel in advanced aircraft applications, to determine its endurance characteristics, and to compare the results with those for standard VAR and VIM-VAR AISI 9310 gear material. Tests were conducted with spur gears and rolling contact bars manufactured from VIM-VAR M50NiL and VAR and VIM-VAR AISI 9310. The gear pitch diameter was 8.9 cm. Gear test conditions were an inlet oil temperature of 320 K, and outlet oil temperature of 350 K, a maximum Hertz stress of 1.71 GPa, and a speed of 10000 rpm. Bench rolling element fatigue tests were conducted at ambient temperatures with a bar speed of 12,500 rpm and a maximum Hertz stress of 4.83 GPa. The VIM-VAR M50NiL gears had a surface fatigue life that was 4.5 and 11.5 times that for VIM-VAR and VAR AISI 9310 gears, respectively. The surface fatigue life of the VIM-VAR M50NiL rolling contact bars was 13.2 and 21.6 times that for the VIM-VAR and VAR AISI 9310, respectively. The VIM-VAR M50NiL material was shown to have good resistance to fracture through a fatigue spall and superior fatigue life to both other gears.

Townsend, Dennis P.↗