A comprehensive dynamic model of double-row spherical roller bearing—Model development and case studies on surface defects, preloads, and radial clearance

Abstract

Bearing excitation is one of the most important mechanical sources for vibration and noise generation in machine systems of a broad range of industries. Although extensively investigated, accurately predicting the vibration/acoustic behavior of bearings remains a challenging task because of its complicated nonlinear behaviors. While some ground work has been laid out on single-row deep-grooved ball (DGB) bearing, comprehensive modeling effort on spherical roller bearing (SRB) has yet to be carried out. This is mainly due to the facts that SRB system carries one more extra degree of freedom (DOF) on the moving race (could be either inner or outer race) and in general has more rolling elements compared with DGB. In this study, a comprehensive SRB excitation source model is developed. In addition to the vertical and horizontal displacements considered in previous investigations, the impacts of axial displacement/load are addressed by introducing the DOF in the axial shaft direction. Hence, instead of being treated as pre-assumed constants, the roller-inner/outer race contact angles are formulated as functions of the axial displacement of the moving race to reflect their dependence on the axial movement. The approach presented in this paper accounts for the point contacts between rollers and inner/outer races, as well as line contacts when the loads on individual rollers exceed the limit for point contact. A detailed contact-damping model reflecting the influences of the surface profiles and the speeds of the both contacting elements is developed and applied in the SRB model. Waviness of all the contact surfaces (including inner race, outer race, and rollers) is included and compared in this analysis. Extensive case studies are carried out to reveal the impacts of surface waviness, radial clearance, surface defects, and loading conditions on the force and displacement responses of the SRB system. System design guidelines are recommended based on the simulation results. This model is also applicable for bearing health monitoring, as demonstrated by the numerical case studies showing the frequency response of the system with moderate-to-large point defects on both inner and outer races, as well as the rollers. Comparisons between the simulation results and some conclusions reflecting common sense available in open literature serves as first hand partial validation of the developed model. Future validation efforts and further improvement directions are also provided. The comprehensive model developed in this investigation is a useful tool for machine system design, optimization, and performance evaluation.