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Abstract: In this paper a new and more rigorous mathematical proof of rule of thumb regarding the total internal
clearance variation when shaft thermal expansion occurs in two tapered roller bearing in O-arrangement is presented.
It has also been proven that the mentioned rule of thumb is valid even when shaft and housing have slight different
thermal expansion coefficients.
Key words: tapered roller bearings, back-to-back arrangement, thermal expansion.
Fig. 1 Clearance variation in a two tapered roller bearings in back-to-back configuration: the roller cones
a) do not meet;b) apexes coincide;c) overlap
Fig. 2 Tapered roller bearing with zero mounting clearance before heating
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According to many bearing manufacturers ring raceway (Fig. 3). After the temperature
(e.g. [2], [3]) this rule of thumb is valid in the increases by ¨t, they move to ܣଵᇱ (ݔଵᇱ ,ݕଵᇱ ) and
following conditions: ܣᇱଶ (ݔଶᇱ ,ݕଶᇱ ), where:
shaft and housing of same isotropic ݔଵᇱ ൌ ݔଵ ߜ௫భ ൌ ݔଵ ן௧ ݔଵ οݐ
material (same coefficient of thermal
expansion, Įt, in both radial and axial ݕଵᇱ ൌ ݕଵ ߜ௬భ ൌ ݕଵ ן௧ ݕଵ οݐ
direction); ݔଶᇱ ൌ ݔଶ ߜ௫మ ൌ ݔଶ ן௧ ݔଶ οݐ
inner ring and shaft operate at same ݕଶᇱ ൌ ݕଶ ߜ௬మ ൌ ݕଶ ן௧ ݕଶ οݐ
temperature (ti); Note that in Fig. 3 the position of the
outer ring and entire housing at identical Cartesian coordinate system is the same with
working temperature (te). the position of the Cartesian coordinate system
we will prove that the rule remains the same used in Fig. 2.
even if the above mentioned coefficients of Now, the slope of the straight line determined
thermal expansion are slight different. by ܣଵᇱ and ܣᇱଶ can be calculated:
Fig. 4 Relative position of roller and outer ring raceway after bearing heating during operation:
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a) clearance;b) interference
With all these, the proof of the rule of thumb world, the temperature of the outer ring and
regarding the bearing clearance variation in a housing are different and the shaft temperature
bearing arrangement consisting of two tapered differs from the temperatures of inner ring and
roller bearings in O-arrangement (back-to-back rollers. It is interesting to see if the above rule
arrangement) according to the relative position of thumb will be still valid in this complex but
of the roller contact cones of the two bearings real situation.
(presented in Fig. 1) is complete.
ACKNOWLEDGMENTS
4. CONCLUSIONS
This paper was supported by the RKB
Some conclusions can be immediately drawn Group, the Swiss bearing manufacturer and the
from above proof: authors greatly appreciate and wish to thank all
the RKB staff for their great assistance during
rule of thumb regarding total internal
this project.
clearance variation when shaft thermal
expansion occurs in two tapered roller
bearing in O-arrangement (back-to-back 5. REFERENCES
arrangement) has solid mathematical and
physical basis. [1] Pop, D., Tudose, L., Haragas, S., Lagare cu
the mentioned rule of thumb is valid even rulmenti. Proiectare, Todesco, Cluj-Napoca,
when shaft and housing have slight 2006 (in Romanian).
different thermal expansion coefficients. [2] Rolling bearings. Ball bearings. Roller
bearings. Needle roller bearings. Track rollers.
The encouraging results of this work pave the Bearing for screw drives. Insert bearings,
way for more precise investigation of the housing units. Bearing housings. Accessories,
variation of the clearance considering the fact Schaeffler KG, 2008.
that quite often, housing, shaft and bearing [3] SKF General Catlague (Catalogue 6000/I EN –
parts have thermal expansion coefficients June 2008), SKF Group, 2008.
significantly different. In addition, in real
Rezumat: În acest articol a fost prezentată o nouă demonstratie matematică riguroasă a regulii empirice privind variatia
jocului intern total atunci când intervine expansiunea termic ă a arborelui în doi rulmenti radial-axiali cu role conice
de tip spate-în-spate. S-a dovedit de asemenea că regula mentionată este adevărată si atunci când arborele si carcasa
au coeficienti de expansiune termică diferiti.