17
Chapter 11 Hydrodynamic Journal Bearings - Numerical Solutions Symbols e ft p Pmax bearing number for journal bearings, width (in side-leakage direction) of journa], m radial clearance of journa] bear- ing, m bearing clearance at pad mini- mum Him thickness, m eccentricity of journal, m film thickness, m minimum Him thickness, c — e, m preload factor dimensionless maximum Him pressure, pressure, N/m maximum pressure, N/m^ radial load per area, MPa dimensiontess volumetric flow rate, 27rq/fbchaJb circumferential volumetric How rate, m^/s side-leakage volumetric How rate, m^/s fa radius of shaft, m fb radius ofjournal bearing, m Atm temperature change, °C tm absolute temperature, °C ^^; inlet temperature, °C tt average velocity in sliding direc- tion, m/s ttb velocity of journa], m/s M!,. radial load, N 2,y,2 Cartesian coordinates eta offset factor e eccentricity ratio, e/c 77 absolute viscosity, Pa-s T/o absolute viscosity at p = 0 and constant temperature, Pa-s Aj diameter-to-width ratio, 2?*b/& /i coefHcient of sliding friction $ attitude angle, deg ^ cylindrical polar coordinate <^max location of maximum pressure, deg <^o location of terminating pressure, deg t^h angular velocity of journal, rad/s 287 Copyright © 2004 Marcel Dekker, Inc.

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Chapter 11

Hydrodynamic JournalBearings - NumericalSolutions

Symbols

eft

pPmax

bearing number for journal

bearings,

width (in side-leakage direction)of journa], mradial clearance of journa] bear-ing, mbearing clearance at pad mini-mum Him thickness, meccentricity of journal, mfilm thickness, mminimum Him thickness, c — e, mpreload factordimensionless maximum Him

pressure,

pressure, N/mmaximum pressure, N/m^radial load per area, MPadimensiontess volumetric flowrate, 27rq/fbchaJbcircumferential volumetric Howrate, m^/sside-leakage volumetric Howrate, m^/s

fa radius of shaft, mfb radius of journal bearing, mAtm temperature change, °Ctm absolute temperature, °C^ ; inlet temperature, °Ctt average velocity in sliding direc-

tion, m/sttb velocity of journa], m/sM!,. radial load, N2,y, 2 Cartesian coordinateseta offset factore eccentricity ratio, e/c77 absolute viscosity, Pa-sT/o absolute viscosity at p = 0

and constant temperature, Pa-sAj diameter-to-width ratio, 2?*b/&/i coefHcient of sliding friction$ attitude angle, deg^ cylindrical polar coordinate<^max location of maximum

pressure, deg< o location of terminating

pressure, degt h angular velocity of journal, rad/s

287

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288 FUNDAMENTALS OF FLUID FILM LUBRICATION

11.1 Introduction

The preceding two chapters and this chapter focus on hydrodynamically lu-bricated journal bearings. Chapter 10 dealt with solutions that could be ob-tained analytically. These included an infinitely wide journal bearing [appli-cable for diameter-to-width ratios less than g (A = 2ft/& < §)] and short-width journal bearings [applicable for diameter-to-width ratios greater than2(:.e.,A = 2r?,/& > 2)]. The present chapter utilizes numerical solutions inobtaining results for the complete range of diameter-to-width ratios. Steadyloading conditions are considered throughout most of the chapter, and in thelatter part of the chapter dynamic loading effects are considered.

11.2 Operating and Performance Parameters

From Eq. (7.48) the Reynolds equation appropriate when considering the finitejournal bearing can be expressed as

Now for a journal bearing 3; = r ^ and M = tn/2 = rn t/2.

= O^o^rf—- (11-1)

In Chapter 10 the film thickness around the journal is expressed as

/t = e(l + €cos^) (10.5)

Therefore, Eq. (11.1) can be expressed as

Analytical solutions to Eq. (11.2) are not normally available, and numericalmethods are needed. Equation (11.2) is often solved by using a relaxationmethod. In the relaxation process the first step is to replace the derivatives inEq. (11.2) by finite difference approximations. The lubrication area is coveredby a mesh, and the numerical method relies on the fact that a function can berepresented with sufficient accuracy over a small range by a quadratic expres-sion. The Reynolds boundary condition covered in Sec. 10.2.3 is used. Onlythe results from using this numerical method are presented in this chapter.

The three dimensionless groupings normally used to define the operatingparameters in journal bearings are

1. Bearing number (also called SommerfeM number) for journal bearings,

^

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OPERATING AND PERFORMANCE PARAMETERS 289

2. The angular extent of the journal (full or partial)

3. The diameter-to-width ratio A,, = 2r /&

Recall from Chapter 10 that when the side-leakage term was neglected in Eq.(11.2), A^ did not exist in the formulation, whereas for the short-width-journal-bearing theory all three parameters occurred although the region of applicabilitywas somewhat limited. The results presented in this chapter are valid for thecomplete range of operating parameters.

This chapter focuses on the following performance parameters:

1. Eccentricity e

2. Location of minimum film thickness, sometimes referred to as "attitudeangle," $

3. Friction coefficient /

4. Total and side now <? and <?s

5. Angle of maximum pressure (

6. Location of terminating pressure < o

7. Temperature rise due to lubricant shearing A^

The parameters <3>, , and < o are described in Fig. 11.1, which gives thepressure distribution around a journal bearing. Note from this figure that ifthe bearing is concentric (e = 0), the Aim shape around the journal is constantand equal to c and no fluid film pressure is developed. At the other extreme, atheavy loads the journal is forced downward and the limiting position is reachedwhen /tmin = 0 and e = c; that is, the journal is touching the bearing.

Temperature rise due to lubricant shearing will be considered in this chapteras was done in Chapter 8 for thrust bearings. In Eq. (11.2) the viscosity of thelubricant corresponds to the viscosity when p = 0 but can vary as a function oftemperature. Since work is done on the lubricant as the fluid is being sheared,the temperature of the lubricant is higher when it leaves the conjunction thanon entry. In Chapter 4 (Figs. 4.5 and 4.6) it was shown that the viscosity ofoils drops off significantly with rising temperature. This is compensated for byusing a mean of the inlet and outlet temperatures:

^ = + (11.4)

where^ = inlet temperatureAi^ = temperature rise of lubricant from inlet to outlet

The viscosity used in the bearing number A, and other performance parametersis at the mean temperature i,n.. The temperature rise of the lubricant from inletto outlet Aim can be determined from the performance charts provided in thischapter.

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290 FUNDAMENTALS OF FLUID FILM LUBRICATION

- Film pressure, p

Figure 11.1: Pressure distributionaround a journal bearing.

11.3 Design Procedure

Now that the operating and performance parameters have been defined, thedesign procedure for a hydrodynamic journal bearing can be presented. Theresults are for a full journal bearing. Results for a partial journa! bearing canbe obtained from Raimondi and Boyd (1958).

Figure 11.2 shows the effect of the bearing number R, on the minimum filmthickness for four diameter-to-width ratios. The following relationship shouldbe observed:

^min = C-6 (11.5)

In dimensionless form,rr"min —

,— 1 — €

wheree = e/c = eccentricity ratio

(11.6)

(11.7)

The bearing number for journal bearings is expressed in Eq. (11.3). In a givendesign the bearing number is affected by

1. Absolute lubricant viscosity 7/0

2. Angular shaft speed LJb

3. Radial load Wr

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DESIGN PROCEDURE 291

10*' 10*

Bearing number, B,

Figure 11.2: Effect of bearing number on minimum Him thickness for fourdiameter-to-width ratios,

4. Radial clearance c

5. Journal dimensions r?, and &

AH these parameters affect the bearing number and thus the design of thejournal bearing.

In Fig. 11.2 a recommended operating eccentricity ratio, or minimum filmthickness, is indicated as well as a preferred operating area. The left boundary ofthe shaded zone defines the optimum eccentricity ratio for a minimum coefficientof friction, and the right boundary the optimum eccentricity ratio for maximumload. The recommended operating eccentricity for general application is midwaybetween these two boundaries.

Figure 11.3 shows the effect of the bearing number in the attitude angle$ [angle between the load direction and a line drawn through the centers ofthe bearing and journal (see Fig. 11.1)] for four values of A.,-. This angle estab-lishes where the minimum and maximum film thicknesses are located within thebearing. Figure 11.4 shows the effect of the bearing number on the coefficientof friction for four values of A,,. The effect is small for a complete range ofdimensionless load parameters. Figure 11.5 shows the effect of bearing numberon the dimensionless volumetric How rate Q = 27rg/r;,c& t for four values of A,.The dimensionless volumetric How rate Q that is pumped into the convergingspace by rotating the journal can be obtained from this Hgure. Of the volumeof oil <? pumped by the rotating journal, an amount % Hows out the ends and

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292 FUNDAMENTALS OF FLUID FILM LUBRICATION

JMO!Cm0)

20

Bearing number, By

Figure 11.3: Effect of bearing number on attitude angle for four diameter-to-width ratios. [From AMmonc^ anc! j5oy<f

hence is called s!&-JeaA;a<7e voJumeMe / om. This side leakage can be computedfrom the volumetric flow ratio gg/t? of Fig. 11.6.

Figure 11.7 illustrates the maximum pressure developed in a journal bear-ing. In this figure the maximum film pressure is made dimensionless with theload per unit area. The maximum pressure as well as its location are shown inFig. 11.1. Figure 11.8 shows the effect of bearing number on the location ofthe terminating and maximum pressures for four values of A^.

The temperature rise in degrees Celsius of the lubricant from the inlet tothe outlet can be obtained from Shigley and Mischke (1983) as

(11.8)" Q(l-0.5gs/,?)

where p* = !D,-/2r6& and is in megapascals. Therefore, the temperature rise canbe directly obtained by substituting the values of r / /c obtained from Fig. 11.4,Q from Fig. 11.5, and <?s/<? from Fig. 11.6 into Eq. (11.8). The temperaturerise in degrees Fahrenheit is given by

^ 0.103p*(rt/c)

where

(11.9)

(11.10)

and p* here in Eq. (11.9) is in pounds per square inch.Once the viscosity is known, the bearing number can be calculated and

then the performance parameters can be obtained from Figs. 11.2 to 11.8 andEqs. (11.9) and (11.10).

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DESIGN PROCEDURE 293

2x10"

§g

'5E

10

10'

10Bearing number,

Figure 11.4: Effect of bearing number on friction coefficient for four diameter-to-width ratios. R*o

The results presented thus far have been for A., of 0, 1, 2, and 4. If A., issome other value, use the following formula for establishing the performanceparameters:

y =1 i

+ 24

— 1 — 2&1 !/2

- 77- 1 - * !/4 (11.11)

where y is any one of the performance parameters (-%mn; "&t 6/ /c, Q, 9a/9,Pmax!< 0; or max) &nd where the subscript on y is the A.,- value; for example, yi isequivalent to t/ evaluated at A,; = 1. All the results presented are valid for afull journal bearing.

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294 FUNDAMENTALS OF FLUID FILM LUBRICATION

10'

Bearing number,

Figure 11.5: Effect of bearing number on dimensionless flow rate for fourdiameter-to-width ratios. [From RatmoncK tm<i Royd

1.0

10°Bearing number,

Figure 11.6: Effect of bearing number on volume side flow ratio for fourdiameter-to-width ratios. [From Raymond: ana*

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DESIGN PROCEDURE 295

B

10"' 10°

Bearing number, B,

Figure 11.7: Effect of bearing number on dimensionless maximum film pressurefor four diameter-to-width ratios. [R-om Raymond: ancf .603/6!

Example 11.1

Given A full journal bearing has the speciAcations of SAE 60 oil with an inlettemperature of 40°C, A^ = 30 rps, w,. = 2200 N, fh = 2 cm, and & = 4 cm.Find From the figures given in this section establish the operating and per-formance parameters for this bearing while designing for maximum load.Solution The angular speed can be expressed as

a = 2?r(30) = 60?r rad/s

The diameter-to-width ratio is

, _ 2 6 2(2)A, - — = — = l

From Fig. 11.2 for Aj = 1 and designing for maximum load

A, = 0.2 - = 0.53 and e = 0.47

For Bj = 0.2 and A., = 1 from Figs. 11.4 to 11.6

=4.9 4.3 and — = 0.69

(b)

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296 FUNDAMENTALS OF FLUID FILM LUBRICATION

100

20

10-' 10°

Bearing number, B

Figure 11.8: Effect of bearing number on location of terminating and maximumpressures for four diameter-to-width ratios. [.Prom Ra^mowcK and

From Eq. (11.10) the radial load per area is

Wr 2200p = 2(2)(4) (10-4) Pa = 1.375 MPa

The lubricant temperature rise in degrees Celsius obtained by using Eq. (11.8)and the results from Eqs. (b) and (c) is

^ _ 8.3(1.375)(4.9) _,." Q (1 - 0.59s/<?) " 4.3[1 - (0.5)(0.6)] " '

From Eq. (11.4) the mean temperature in the lubricant conjunction is

From Fig. 4.6 for SAE 60 oil at 49.3°C the absolute viscosity is

2.5 x 10"3 reyn = 1.70 x 10 centipoise = 0.170 N-s/

From Eq. (11.3) the radial clearance can be expressed as

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OPTIMIZATION TECHNIQUES 297

The coefficient of friction from Eq. (b) is

4.9c (4.9)(0.0861)(10-3) ^

The circumferential volumetric flow rate is

^ QrKA^ (4.3)(2)(10-')(0.0861)(10-3)(4)(10-')60^ 2?r 2?r ^

From Fig. 11.3 for A, = 0.2 and A., = 1 the attitude angle is 61°. FromFig. 11.7 for A, = 0.2 and Aj = 1 the dimensionless maximum pressure isFmax = 0.46. The maximum pressure is

""° ^ Pa = 2.989 MPa

From Fig. 11.8 for .By = 0.2 and A_, = 1 the location of the maximum pressurefrom the applied load is 18° and the location of the terminating pressure fromthe applied load is 86°.

11.4 Optimization Techniques

The most difficult of the parameters in the operating conditions to control is theradial clearance c. The radial clearance is difficult to control accurately duringmanufacturing, and it may increase because of wear. Figure 11.9 shows theperformance of a particular bearing calculated for a range of radia! clearancesand plotted with radial clearance as the independent variable. If the clearanceis too tight, the temperature will be too high and the minimum film thicknesstoo low. High temperature may cause the bearing to fail by fatigue. If theoil mm is too thin, dirt particles may not pass without scoring or may embedthemselves in the bearing. In either event there will be excessive wear andfriction, resulting in high temperatures and possible seizing. A large clearancewill permit dirt particles to pass through and also permit a large flow of oil. Thislowers the temperature and lengthens bearing life. However, if the clearancebecomes too large, the bearing becomes noisy and the minimum Him thicknessbegins to decrease again.

Figure 11.9 shows the best compromise, when both the production toleranceand the future wear on the bearing are considered, to be a clearance rangeslightly to the left of the top of the minimum-Hlm-thickness curve. In thisway, future wear will move the operating point to the right, increasing the filmthickness and decreasing the operating temperature.

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298 FUNDAMENTALS OF FLUID FILM LUBRICATION

1.0 1.5 2.0

Radial clearance, c, in.

2.5 3.0x10*3

Figure 11.9: Effect of radial clearance on some performance parameters for aparticular case.

11.5 Dynamic Effects

The design procedures for steadily loaded journal bearings given in Chapter 10and thus far in Chapter 11 enable the designer to estimate the performanceparameters in terms of the operating parameters. For example, the attitudeangle and the eccentricity ratio can be calculated for any steady-state operatingcondition. From these values the minimum Aim thickness, a most importantquantity affecting the performance of the bearing, can be calculated.

In many important bearing operating situations the load varies in bothmagnitude and direction, often cyclically. Examples include reciprocating ma-chinery such as diesel and gasoline engines, reciprocating gas compressors, andout-of-balance rotating machinery such as turbine rotors. Bearings are gener-ally dynamically loaded. Furthermore, it must be stressed that journal bearingsare not inherently stable. For certain combinations of steady-state operatingparameters, self-excited whir! of the journal can be sustained. If this occurs ina case with varying load, the whirl orbit will increase rapidly until the journaland the sleeve come into contact. Journal bearing stability is an importantconsideration in high-speed rotating machinery, and unstable operation shouldalways be avoided.

Half-frequency whirl occurs if the journal center rotates about the sleevecenter at one-half the shaft rotational speed white the eccentricity remains con-

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NONPLAIN CONFIGURATIONS 299

stant and the sleeve is stationary. When half-frequency whirl occurs, a constant(zero) pressure exists throughout the bearing. If the shaft precesses about thebearing center at a rotational speed equal to one-half the shaft speed, the the-oretical load-carrying capacity is zero and thus the phenomenon is known as"half-speed whirl."

With dynamically loaded journal bearings the eccentricity and the attitudeangle will vary throughout the loading cycle, and care must be taken to ensurethat the combination of load and speed does not yield a dangerously smallminimum Rim thickness. It is not easy to state a unique value of minimum filmthickness that can be assumed to be safe, since a great deal depends on themanufacturing process, the alignment of the machine elements associated withthe bearings, and the general operating conditions, including the environmentof the machine.

It is also important to recognize the difference between dynamic effects inhydrodynamically lubricated bearings and in rolling-element bearings, whichare dealt with in Chapter 22. Although the supporting structure formed bythe rolling elements is discontinuous and moving, the bearing as a whole maystill be treated as though it were a solid, elastic, springlike element. Springconstants for rolling-element bearings usually fall in the range 1 x 10 to 4 x 10N/m in the direction of the load application. The rolling elements act in serieswith the shaft and support stiffnesses and combine according to the reciprocalsummation equation. Thus, the dynamic effects as they relate to the fluidfilm effects in rolling-element bearings are not important and are generally notconsidered.

Hydrodynamic fluid film bearings are quite another matter, and thus theneed for the present chapter. Unfortunately, they cannot be treated as a simple,direct spring. Although the hydrodynamic fluid film bearing does exhibit aspringlike resistance that is dependent on journal displacement relative to thesleeve, this force is not linearly related to the displacement nor is it collinearwith it. A hydrodynamic fluid film bearing exhibits damping effects that playa very important role in the stability of this type of bearing.

11.6 Nonplain Configurations

Thus far this chapter has focused on plain full journal bearings. As applicationshave demanded higher speeds, vibration problems due to critical speeds, imbal-ance, and instability have created a need for journal bearing geometries otherthan plain journal bearings. These geometries have various patterns of variableclearance so as to create pad film thicknesses that have more strongly converg-ing and diverging regions. Figure 11.10 shows elliptical, offset half, three-lobe,and four-lobe bearings-bearings different from the plain journal bearing. Anexcellent discussion of the performance of these bearings is provided in Allaireand Flack (1980), and some of their conclusions are presented here. In Fig.11.10 each pad is moved toward the bearing center some fraction of the pad

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300 FUNDAMENTALS OF FLUID FILM LUBRICATION

(d)

Figure 11.10: Types of fixed-incline-pad preloaded journal bearing and theiroffset factors a . Preload factor m^, 0.4. (a) Elliptical bore bearing (a = 0.5);(b) offset-half bearing (o = 1.125); (c) three-lobe bearing (a = 0.5); (d)four-lobe bearing (o = 0.5) [R*om ylMatre and F ac%;

clearance in order to make the fluid film thickness more converging and diverg-ing than that occurring in a plain journal bearing. The pad center of curvatureis indicated by a cross. Generally, these bearings suppress instabilities in thesystem well but can be subject to subsynchronous vibration at high speeds.They are not always manufactured accurately.

A key parameter used in describing these bearings is the fraction of lengthin which the film thickness is converging to the full pad length, called the "offsetfactor," and defined as

_ length of pad with converging Aim thicknessfull pad length

In an elliptical bearing (Fig. ll.lOa) the two pad centers of curvature are movedalong the vertical axis. This creates a pad with half the Aim shape convergingand the other half diverging (if the shaft were centered), corresponding to anoffset factor a of 0.5. The offset-half bearing (Fig. ll.lOb) is a two-axial-groove bearing that is split by moving the top half horizontally. This results

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CLOSURE 301

in low vertical stiffness. Generally, the vibration characteristics of this bearingare such as to avoid oil whirl, which can drive a machine unstable. The offset-half bearing has a purely converging film thickness with a converged pad arclength of 160° and the point opposite the center of curvature at 180°. Both thethree-lobe and four-lobe bearings (Figs. H.lOc and d) have an a^ of 0.5.

The fractional reduction of the film clearance when the pads are brought inis called the "preload factor" mp. Let the bearing clearance at the pad minimumfilm thickness (with the shaft center) be denoted by 0,. Figure 11.1 la showsthat the largest shaft that can be placed in the bearing has a radius ?*b + c;,,thereby establishing the definition of c?,. The preload factor mp is given by

A preload factor of zero corresponds to all the pad centers of curvature coin-ciding at the bearing center; a preload factor of 1.0 corresponds to all the padstouching the shaft. Figures 11.lib and c illustrate these extreme situations.For the various types of fixed journal bearing shown in Fig. 11.10 the preloadfactor is 0.4.

11.7 Closure

The side-leakage term in the Reynolds equation was considered in this chapterfor a journal bearing. Analytical solutions to this form of the Reynolds equa-tion are not normally available, and numerical methods are used. When sideleakage is considered, an additional operating parameter exists, the diameter-to-width ratio A^. Results from numerical solution of the Reynolds equationwere presented. These results focused on a full journal bearing, four values ofA^, and a complete range of eccentricity ratios or minimum film thicknesses.The performance parameters presented for these ranges of operating parameters

1. Bearing number

2. Attitude angle

3. Friction coefficient

4. Total and side How

5. Maximum pressure and its location

6. Location of terminating pressure

7. Temperature rise due to lubricant shearing

These performance parameters were presented in the form of figures that caneasily be used for designing plain journal bearings. An interpolation formulation

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302 FUNDAMENTALS OF FLUID FILM LUBRICATION

Figure 11.11: Effect of preload factor m,p on two-lobe bearings, (a) Largestshaft that fits in bearing, (b) mp = 0; largest shaft, r ; bearing clearanceCf, = c. (c) mp = 1.0; largest shaft, r^; bearing clearance C{, = 0. [7"o

was provided so that if A%, is something other than the four specified values,the complete range of A&, can be considered. Nonplain journal configurationswere also considered. It was found that bearing designs with more convergingand less diverging Him thickness suppressed instabilities of the system. Steady-state and dynamic parameters are given for a plain journal bearing and threenonplain journal bearings.

11.8 Problems

11.1 For the same bearing considered in Example 11.1 determine what theoperating and performance parameters are when (a) the half Sommerfeldinfmitely-long-journal-bearing theory of Chapter 10 is used and (b) theshort-width-journal-bearing theory of Chapter 10 is used. Compare theresults.

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REFERENCES 303

11.2 Describe the process of transition to turbulence in the How between con-centric cylinders when the outer cylinder is at rest and the inner cylinderrotates. How is the process inBuenced by (a) eccentricity and (b) a su-perimposed axial Row?

11.3 A plain journal bearing has a diameter of 2 in. and a length of 1 in. Thefull journal bearing is to operate at a speed of 2000 r/min and carriesa load of 750 Ibf. If SAE 10 oil at an inlet temperature of 110°F is tobe used, what should the radial clearance be for optimum load-carryingcapacity? Describe the surface finish that would be sufficient and yet lesscostly. Also indicate what the temperature rise, coefficient of friction,flow rate, side flow rate, and attitude angle are.

11.4 Discuss the stability of flow between eccentric, rotating cylinders with ref-erence to Rayleigh's criterion. Describe the steps involved in the processof transition to turbulence via the Taylor vortex regime in the How, andcompare the experimentally determined critical Taylor numbers with theresults of the Rayleigh criterion analysis.

ReferencesAllaire, P. E., and Flack, R. D. (1980): Jowna^ .BeaWm? Des ?n/or

Rearmf? Des^n-RM^oWcaZ Aspects, .PresentProMems. W. J. Anderson (ed.). American Society of Mechani-

cal Engineers, New York, pp. 111-160.Lund, J. W. (1979): "Rotor-Bearing Dynamics," Lecture notes. Technical Uni-

versity of Denmark, ISBN 83-04-00267-1.Raimondi, A. A., and Boyd, J. (1958): A Solution for the Finite Journal Bearing

and Its Application to Analysis and Design-1, -11, and -111. /l AE Trans.,vol. 1, no. I, I- pp. 159-174; II- pp. 175-193; 111- pp. 194-209.

Shigley, J. E., and Mitchell, L. D. (1983): MecAamca/ En^meerwy Des w, 4thed. McGraw-Hill, New York.

Copyright © 2004 Marcel Dekker, Inc.

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