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bearing system
Contents
2
Summary
3
The conventional self-aligning
bearing system
Bearings in rotating thermal elongation and contraction of the The conventional self-
equipment shaft or structure due to temperature
variations
aligning bearing system
In typical industrial equipment, rotating shafts manufacturing tolerances of the structure The conventional self-aligning bearing system,
are generally supported by two anti-friction tolerance stack-up. which consists of two self-aligning ball bear-
(rolling) bearings, one at each end of the shaft. ings or two spherical roller bearings, has long
In addition to supporting radial loads, one of This second bearing is referred to as the been the basis of many industrial self-aligning
the bearings must locate the shaft relative to non-locating, floating or free bearing. bearing systems. Capable of withstanding
its housing and support any axial loads imposed heavy radial and thrust loads, this bearing sys-
on the shaft. This bearing is referred to as the tem is also well suited to accommodate mis-
locating bearing. alignment, thermal distortion, and shaft
The other bearing, referred to as the non- deflections under load. There are, however,
locating bearing, must also support radial negative consequences to using self-aligning
loads, but should also be able to move axially ball bearings or spherical roller bearings in the
to accommodate any of the following non-locating position ( fig. 1).
conditions The bearing in the non-locating position
must be able to slide axially, usually on its seat
Fig. 1
4
in the housing, to accommodate thermal Cause of bearing failure Under unfavourable load conditions, a loose
expansion or contraction of the shaft. To achieve ring can create a condition known as fret-
this movement, the bearing outer ring must Because the non-locating bearing needs ting corrosion, which can effectively rust
be mounted with a loose fit and have enough a loose fit on its seat to accommodate axial the bearing ring in place.
room to move in the axial direction. The loose expansion and contraction of the shaft, the Wear of the bearing seat can also locate the
fit, which compromises the design of the loose fit must be maintained during opera- bearing.
machine, can under certain load conditions tion. Maintaining this loose fit is not as simple
allow the bearing ring to creep and damage as it might seem and can be restricted for any If the bearing in the non-locating position can-
the housing seat. This accelerates wear, of the following reasons: not move smoothly or is restricted from moving
increases vibrations, and provides less rigid on its seat to accommodate thermal expansion
shaft support in the radial direction. These During start-up, as machine components and contraction of the shaft, both bearings will
less than favourable side effects all add up to are warming up, the outer ring of a bearing be subjected to heavy induced axial loads
additional maintenance and repair costs. usually expands faster than the housing ( fig. 2). The effects of these additional
bore. This difference in the rate of expan- induced axial loads will be seen as high bearing
sion can eliminate the loose fit between temperatures, excessive vibrations, increased
the bearing and its seat to restrict axial lubricant usage and ultimately premature
movement. bearing failure.
If the form of the bearing seat in the hous-
ing is not within specification, the bearing
ring will be held in place and will be unable
to move axially. This can be due to an oval
or tapered seat, or, more commonly, a dis-
torted seat that results when the base sup-
port is not sufficiently flat or rigid.
Heavy axial loads and stresses are induced in the bearings system
if the non-locating bearing is restricted from axial motion
Fig. 2
Fr
5
Influence of friction Unstable load distribution in heavy load applications high internal
stresses, high temperature, impaired lubri-
A more general, but less recognized, conse- In applications where there are relatively high cation, accelerated bearing wear, reduced
quence of a bearing installed with a loose fit speeds, the load distribution on the bearings bearing life (reduction in life can be
is that there is always a certain amount of can be variable and unstable. To visualize this, calculated)
friction between the loose bearing ring and picture the inner ring of one bearing being in high speed applications high operating
its seat in the housing (or on the shaft). In slightly askew on the shaft relative to the true temperatures, alternating acceleration and
a conventional bearing system, the shaft axis of rotation. This is a common condition deceleration of the roller sets with fluctu
must overcome this frictional resistance that typically results from an inaccurately ating load distribution, heavy cage forces,
before the bearing will move on its seat. machined shaft, shaft deflections tolerance increased rate of wear, high vibration and
This resistance has the magnitude stack-up of the shaft, adapter sleeve and noise levels, rapid deterioration of the
Fa = Fr m, where Fa is the axial force, Fr is bearing ring, and mounting inaccuracies. grease, general reliability problems. (It
the radial load carried by the bearing in the When any of these conditions exist, the inner isnot possible to calculate any of these
non-locating position, and m the coefficient ring will wobble slightly as it rotates, causing effects).
of friction between the loose bearing ring the shaft to oscillate in the axial direction.
and the housing or shaft. (For steel-steel These oscillating movements are then trans- These factors occur to a greater or lesser
and steel-cast iron interfaces, values for m mitted to the inner ring of the second bearing degree in all conventional bearing systems,
are typically around 0,120,16 for surfaces in the shaft arrangement. As the inner rings even when the components are new and tol-
in good condition and are much higher if move back and forth with a frequency equal erances are within specification. If there is
either of the contact surfaces are worn or to the shaft speed, the two rows of rollers are something other than normal friction pre-
damaged). alternately loaded and unloaded (or at least vents axial displacement of the bearing in the
Until the shaft overcomes the frictional change the amount of load they experience). non-locating positon, the condition is equiva-
resistance, both bearings on the shaft are In some cases, the axial motion is transmitted lent to having a very high coefficient of friction
subjected to an additional thrust load, to the outer ring of the bearing in the non- (m) between the bearing and its seat and the
equivalent to several percent of the radial locating position, to cause fretting corrosion in adverse effects during operation are corres
load ( fig. 3). As a result of these internal the housing. The typical results of this uneven pondingly severe.
induced axial loads, the load distribution load distribution can be generalized as
within the bearings is adversely affected,
with each row of rollers carrying a different
load ( fig. 4).
Fig. 3 Fig. 4
Fr
Fa
Fa = Fr
Fr
6
A typical example of shaft Note that for SKF CC and E type spher-
expansion and its effects ical roller bearings, the ratio of axial load to
radial load must be quite high (15 % or more)
Diagram 1 shows temperature readings taken before there is a significant increase in the
at the outer ring of an oil-lubricated spherical total rolling friction inside the bearing (total
roller bearing in the non-locating position on friction = load-dependent friction + viscous
a paper machine roll, during the machine friction from the lubricant). Therefore, for
start-up period. bearings under nominally pure radial load,
The diagram clearly shows that friction there must be a significant axial force result-
between the bearing outer ring and the hous- ing from friction between the bearing outer
ing seat does exist and that it significantly ring and housing seat in order for tempera-
affects the amount of heat generated by the ture variations such as those in the diagram
bearing. Asoperating temperatures increase to be noticeable. The fact that a change in
and the shaft starts to expand, the tempera- temperature is easily measured shows that
ture within the bearing also increases until the acting friction factor is > 0,1.
frictional resistance is overcome and there is
a sudden movement of the bearing, character-
ized by a noticeable decrease in the tempera-
ture. This phenomena known as stick-slip will
continue until the shaft reaches normal oper-
ating temperature. Even after the machine
has reached its normal operating tempera-
ture, it is likely that there will be some residual
induced axial loading on the bearings to cause
an uneven load distribution between the roller
sets.
The process will repeat (in reverse) with any
decrease in temperature of the shaft or struc-
ture due to a change in process parameters,
e.g. idling.
Diagram 1
Axial position of the outer ring and corresponding bearing temperature during start-up
Temperature
Time
7
Axial force over time distortion of the non-locating bearing seat
characteristic examples with thermal changes
relative rate of thermal axial expansion
The magnitude of the induced axial loads in (contraction) of rotating and stationary
atraditional self-aligning bearing system can components (shaft and structure)
vary depending on a number of largely unpre relative rate of thermal radial expansion
dictable parameters. These parameters, which (contraction) of outer ring of the non-
determine the average force and average locating bearing and its seat
equivalent friction factor over the life of the axial stiffness of the supporting structure.
bearing system, include
Greater internal clearance within the bearing
the initial radial clearance in each bearing will reduce the impact of heavy induced axial
after mounting loads. However, excessive clearance also
the axial offset of the inner and outer rings means that fewer rolling elements carry the
of each bearing after mounting load. Typically this will result in a decrease in
the magnitude of the radial load on the bearing fatigue life and increase the risk of
bearing in the non-locating position poor operating conditions within the bearings.
the nature of the radial load on the bearing In the examples below it is assumed that
in the non-locating position (steady or fluc- the shaft expands in relation to the structure.
tuating, uni-directional or random) Except with very precise tolerances and
vibration levels from external sources painstaking measurements during assembly,
surface finish of the bearing and housing it is impossible to know what will actually
seat contact surfaces (non-locating position occur with any individual machine.
only)
lubrication conditions between the contact
zone of the bearing in the non-locating
position and its seat in the housing
looseness of the fit (individual diametrical
tolerances of the bearing in the non-locat-
ing position and its seat in the housing)
form tolerance of the non-locating bearing
seat (ovality and taper)
distortion of the non-locating seat under
load
Diagram 2 Diagram 3
Small initial axial clearance (rings centred at mounting) Bearing jammed in the housing
start-up period
Induced axial load/radial load Induced axial load/radial load
Steady-state operation
1,5 with heavy axial loads
0,2
1
Steady state
0,1 Non-locating bearing
0,5 jammed in the housing
0 0
Time Initially axial clearance Time
8
The SKF self-aligning bearing system
9
SKF toroidal roller bearing Low load performance friction factor between the outer ring and
housing when axial displacement occurs
The toroidal roller bearing was introduced by In addition to functioning well under heavy (given ratio of axial to radial load). Diagram 1
SKF in 1995. Known as a CARB bearing, the radial loads, CARB toroidal roller bearings shows the calculation factor e for spherical
bearing is available in a range ofISO Dimen- also perform very well when subjected to roller bearings provided in tables of the SKF
sion Series, equivalent to self-aligning ball light loads. The minimum radial load is General Catalogue. The factor e varies between
bearings and spherical roller bearings used in important because it enables the rollers 0,15 and 0,40, depending on the bearing
standard bearing housings and other com- tooperate smoothly and minimize fatigue. contact angle.
mon types of bearing assemblies. The range Aminimum load also reduces the risk of In a conventional self-atigning bearing sys-
also covers wide, low section series equivalent roller and raceway smearing, cage ham- tem containing two spherical roller bearings,
to needle roller bearings ( fig. 4). mering, vibrations, grease degradation and friction between the non-locating bearing
A CARB bearing enables machine manu- excessive temperatures. Proper minimum outer ring and its housing seat leads to less
facturers and users to optimize bearing sys- load requirements can be pre-determined than optimal load distribution. As a result, the
tems, simply by substituting the current bear- based on the size of the rolling elements, radial load required for satisfactory operation
ing in the non-locating position with a rotational speeds, and lubricant viscosity. must be drastically increased to compensate
dimensionally equivalent toroidal roller bear- In a spherical roller bearing that operates for the added friction. However, there are
ing. The bearing in the locating position under a purely radial load, both rows of limits. When the equivalent friction factor
remains the same as does other standard rollers share the load equally. (necessary of the bearing in the non-locating position
components like housings, adapter sleeves radial load factor = 1 from diagram 1). approaches 0,89 it is not possible to adequately
etc. In applications where radial loads are load the bearings.
accompanied by axial loads that alter the When externally applied radial loads are
position of one bearing ring relative to the placed on a toroidal roller bearing, both rows
other, the load distribution changes result- of rollers in the locating bearing should always
ing in a reduced load on one row of rollers. be equally loaded. Therefore the radial load
Consequently, in order to maintain suffi- factor to be used to determine the applied
cient minimum load on the least loaded row load required to achieve satisfactory operation
of rollers, the total radial load on the bear- is always equal to 1 as described in diagram 1.
ing must be increased (i.e. multiplied by a
radial load factor, diagram 1) for a given
Fig. 4
10
Diagram 1
Conventional self-
aligning bearing
system
3
11
Improving operating Diagram 2
conditions and reliability Fan with a 22244 CC/C3W33 spherical roller bearing at both positions
Diagram 3
The same fan with a C 2244/C3 toroidal roller bearing at the non-locating position
Temperature rise
Vibration, mm/s above ambient, C
Temperature
20,0
0
0,6
0,4
0,2 Vibration
0
0 0,5 1,0 1,5 2,0 Hours
12
Diagram 4 Two other cases of rebuilt industrial fans
Industrial fan rebuilt with a C 2216 K toroidal roller bearing. Grease lubrication, 3 000 r/min are shown in diagrams 4 and 5. Both exam-
ples are conventional centrifugal fans where
the spherical roller bearing in the non-locat-
ing position was replaced by a toroidal roller
bearing of the same size.
Bearing temperature increase above ambient In both fans, the operating temperature of
bearing in the non-locating position dropped
dramatically. The temperature of the bearing
in the locating position was also reduced but
to a lesser extent. This is expected, as the
bearing in the locating position must carry
16C some axial load from the fan impeller and
12C should therefore run somewhat hotter than
9C the bearing in the non-locating position.
4C
Diagram 5
Industrial fan rebuilt with a C 2216 toroidal roller bearing. Oil lubrication, 3 000 r/min
26 C 26 C
18 C
12 C
13
Reducing costs Light loads, high speeds
bydownsizing In high speed applications, with light loads
Performance enhancements and productivity and where misalignment can be expected,
improvements are not the only benefits that self-aligning ball bearings in both the locating
can be recognized as a result of using the SKF and non-locating positions have been the
self-aligning bearing system. When a CARB standard solution. However, many of these
toroidal roller bearing is in the non-locating high speed applications generate enough heat
position, the induced axial load, Fa, equals that axial expansion and contraction of the
zero for both bearings. In a conventional self- shaft can be a major concern. For these appli-
aligning bearing system induced axial loads cations, toroidal roller bearings can provide
within both bearings must be calculated using great benefits for all the same reasons that
the formula (Fa = Fr m). Once these forces were described earlier. Because self-aligning
are realized it is a simple matter to calculate ball bearings are much more susceptible to
the difference in fatigue life obtained in each damage from axial preloading than spherical
bearing system. In applications where the life roller bearings, the possibility of friction-
of a conventional self-aligning bearing system induced axial loads leading to premature
restricts performance, substituting the non- bearing failure can be virtually eliminated
locating bearing with a toroidal roller bearing when toroidal roller bearings are used in the
can significantly extend service life. non-locating bearing position ( diagram 7).
In instances where a conventional self-
aligning bearing system provides adequate
service life, it is possible, in many cases, to
downsize the application using the SKF self-
aligning bearing system and still achieve the
required life ( diagram 6). This possibility Diagram 6
offers designers significant opportunities The SKF self-aligning bearing system can give better life even with smaller bearings
touse smaller, more cost-effective bearing
assemblies without the risks associated with
induced axial loads. This bearing system,
which features a CARB toroidal roller bearing,
also enables designers to reduce the size and
weight of associated structural components.
Benefits of the SKF self-aligning bearing 1,20 C 3148 23148 CC/W33
system include:
1
assembly.
Reduced size, length, cost and weight downsizing
of the shaft.
Reduced size and weight of the support 0,70
structure1). C 3144 23144 CC/W33
Less stringent machining and assembly
tolerances1).
Reduced transportation costs resulting
from decreased machine weight. 0,37
1)
0
As there is no risk of cross-location of the bearings due 0 0,05 0,1 0,15*) 0,2 0,25 0,3 0,35 0,4
to the frictionless internal axial displacement in a CARB Friction coefficient
bearing, there is less importance placed upon the form
and rigidity of the supporting structure for the bearings, *)
meaning that lighter, more flexible and less precise = 0,15 for steel against cast iron
components can be tolerated without a corresponding
reduction in bearing performance
14
Eliminating the risk of in addition to the nominal externally applied The compromise-free
poor operating conditions loads, whereas the SKF self-aligning bearing
system will not.
solution
The diagrams showing comparative bearing For any specific case, it is almost impossible With the SKF self-aligning bearing system,
system lives ( diagrams 6 and 7) are to know what the equivalent average value utilizing a CARB toroidal roller bearing in the
simplifications. of m will be over the life of the bearing system non-locating position, the many excellent
The calculations assume that there is no (i.e. which position on the x-axis of the graph design features and operating capabilities
external axial load on the shaft system, and is relevant). As seen earlier, there are an infi- ofSKF spherical roller and self-aligning ball
that both bearings carry nominally radial load nite number of combinations involving bear- bearings can now be fully exploited. With this
(such as a belt conveyor pulley, paper machine ing clearance, initial offset; housing bore bearing system design engineers will be able
roll, continuous caster roll, table roll). The axial tolerance and condition, etc. to optimize their designs, to provide custom-
forces used to determine the L10 fatigue life Some machines may operate with a low ers with the most reliable solution possible.
are then only those generated within the average m, but there is always a significant
bearing system itself. chance that an individual machine may have
Should there really be external axial forces ahigh average m for any number of unquan
(often the case) then the difference between tifiable reasons.
the calculated life of the two types of bearing The SKF self-aligning bearing system, with
system will be reduced; the slope of the curve a toroidal roller bearing in the non-locating
for the conventional arrangement will be less, position, eliminates the possibility of the high
sometimes appreciably so. Nevertheless, the m factor, as by definition m is always equal to
same principle applies, in that the conven- zero.
tional bearing arrangement will still experi-
ence some variation of the internal load dis-
tribution due to internally induced forces,
Diagram 7
2222 M C 2222
4,9
4
Relative L10 life for bearing system
3
2,2
2
Note
2220 M C 2220 Bearing system fatigue life = L10, sys
1 1 1 + 1
0,45 =
(L10, sys)e (L10, loc)e (L10, non-loc)e
*)
= 0,15 for steel against cast iron
15
Less risk of
underloading
Reduced
Even and con- Low cage cage
sistent load forces failure
distribution
No axial Longer
vibrations grease
life
No
vibration
Improvements
with the SKF self Tight fit Reduced
aligning bearing possible maintenance
system (guaran-
costs
teed axial freedom)
No
housing
wear
Lower com-
ponent costs
Lower
friction
Increased
productivity
Down-
sized
bearings
16
Increased Increased
grease life productivity
Reduced
mainten-
ance
Less risk of Improved Lower grease
smearing bearing cost
reliability
Lower
grease
cost
Low noise Reduced
maintenance
Increased
product- General
ivity machine
Reduced Lower reject
vibration improvement
costs
Improved
product quality
Increased
productivity
Reduced Improved
tempera- lubricant
ture film
thickness
Lower
grease
cost
Increased Reduced
Reduced product wear
vibration quality
Lower
reject
costs
Lower
price General
Lower machine
noise improve-
ment Reduced
mainten-
ance
No risk Longer
of under- Reduced grease
loading tempera- life
Lower
ture
grease
cost
Improved
lubricant
film
Low Lower thickness
friction power
Improvements with the SKF self-
usage
aligning bearing system
17
Operating Typical Temperature Vibration and Housing or shaft Improved reliability to eliminate
conditions applications reduction noise reduction wear reduction catastrophic failures
Indeterminate Shredders
loads Chippers
Medium to high Industrial lawn mowers
speed Large electric motors
Crushers
Blowers
Mixers
Harvesters
Pumps
Paper dryers
Heated rotors Heated calenders
Large thermal Cookers
expansion Mixers
Yankee drying cylinders
Heat exchangers
No influence:
Little influence: Some influence: Strong influence:
18
Reduced Increased Decreased stop- Increase L10 life Simpler cheaper Simpler installation
maintenance throughput page time or downsize structure procedure
Influences of the SKF self-aligning bearing system for different types of machines
19
SKF the knowledge
engineering company
From the company that invented the self- The SKF Group is globally certified to
aligning ball bearing more than 100 years ISO 14001, the international standard for
ago, SKF has evolved into a knowledge engin- environmental management, as well as
eering company that is able to draw on five OHSAS 18001, the health and safety manage-
technology platforms to create unique solu- ment standard. Individual divisions have been
tions for its customers. These platforms approved for quality certification in accord-
include bearings, bearing units and seals, of ance with either ISO 9000 or QS 9000.
course, but extend to other areas including: With some 100 manufacturing sites world-
lubricants and lubrication systems, critical for wide and sales companies in 70 countries, Airbus photo: exm company, H. Gouss
long bearing life in many applications; mecha- SKF is a truly international corporation. In
Evolving by-wire technology
tronics that combine mechanical and electron- addition, our distributors and dealers in
SKF has a unique expertise in fast-growing by-wire
ics knowledge into systems for more effective some 15 000 locations around the world, technology, from fly-by-wire, to drive-by-wire, to
linear motion and sensorized solutions; and an e-business marketplace and a global distri- work-by-wire. SKF pioneered practical fly-by-wire
a full range of services, from design and logis- bution system put SKF close to customers for technology and is a close working partner with all
tics support to conditioning monitoring and the supply of both products and services. In aerospace industry leaders. As an example, virtually
all aircraft of the Airbus design use SKF by-wire
reliability systems. essence, SKF solutions are available wherever systems for cockpit flight control.
Though the scope has broadened, SKF and whenever customers need them. Over-
continues to maintain the worlds leadership all, the SKF brand and the corporation are
in the design, manufacture and marketing of stronger than ever. As the knowledge engin-
rolling bearings, as well as complementary eering company, we stand ready to serve
products such as radial seals. SKF also holds you with world-class product competencies,
an increasingly important position in the mar- intellectual resources, and the vision to help
ket for linear motion products, high-precision you succeed.
aerospace bearings, machine tool spindles
and plant maintenance services.
Bearings Lubrication
Seals and units systems
Mechatronics Services
20
Harnessing wind power
The growing industry of wind-generated electric power provides a source of
clean, green electricity. SKF is working closely with global industry leaders to
develop efficient and trouble-free turbines, providing a wide range of large, highly
specialized bearings and condition monitoring systems to extend equipment life
of wind farms located in even the most remote and inhospitable environments.
21
SKF and CARB are registered trademarks of the SKF
Group.