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At least 37 records · Page 2

Effects of surface removal on rolling-element fatigue

The Lundberg-Palmgren equation was modified to show the effect on rolling-element fatigue life of removing by grinding a portion of the stressed volume of the raceways of a rolling-element bearing. Results of this analysis show that depending on the amount of material removed, and depending on the initial running time of the bearing when material removal occurs, the 10-percent life of the reground bearings ranges from 74 to 100 percent of the 10-percent life of a brand new bearing. Three bearing types were selected for testing. A total of 250 bearings were reground. Of this matter, 30 bearings from each type were endurance tested to 1600 hr. No bearing failure occurred related to material removal. Two bearing failures occurred due to defective rolling elements and were typical of those which may occur in new bearings.

Zaretsky, Erwin V.↗

Gear Test Assembly - Experimental Testing and Analysis of Gears and Bearings - FY2026

The Gear Test Assembly (GTA) is an experimental test apparatus built and installed in the Mechanisms and Engineering Test Loop (METL) at Argonne National Laboratory (ANL). While designed to accommodate a variety of components intended for use in advanced compact in-vessel transfer machine, the focus of GTA been the testing of large radial spur gears. The performance of the components used in GTA motivates the choices made in the design, components, and material choices for the forthcoming METL test articles; the Gripper Test Assembly (GrTA), and the Bearing Test Assembly (BTA). To date, GTA has completed nine experimental testing campaigns and achieved over 21 million revolutions under prototypic sodium fast reactor loads and operating conditions. This report provides an overview and results for the two most recent experiments Campaign #8 and Campaign #9. `Campaign #8 was the first campaign to make use of a set of nickel alloy radial spur gears, made from Hastelloy C-22HS, and combined with heat-treated tapered roller bearings. The bearings and torque profile used allowed Campaign #8 to be directly compared with Campaign #1 where Inconel 718 gears were used instead. Campaign #8 attained 1,058,880 shaft revolutions within 23% of the 1,314,855 revolutions achieved in Campaign #1. These results demonstrate that the heat-treated tapered roller bearings show consistent increased lifetimes, approximately three times longer than for non heat-treated taper rollers, and that the particular material of the gear does not play a substantial role in performance. Similar to Campaign #7 where bearing failure resulted in fragmentation and transport of bearing material into the gear teeth led to tooth damage in the Inconel gears, a similar process led to the damage of the Hastelloy gears. Subsequent NDE analysis showed that the damage was only limited to the tooth surface and does not extend into the gear interiors. Based on the NDE reports, the Hastelloy gears can be reconditioned and put back into service for future campaigns as was done for the Inconel gears. Reconditioned Inconel 718 gears damaged in Campaign #7 were returned to service in Campaign #9 and paired with non heat-treated tapered roller bearings. In Campaign #9 a novel set of operating conditions were implemented whereby the gears and bearings were cycled between hot, submerged refueling conditions where fuel handling operations occurred and cold, dry, and inert conditions where the sodium was drained and the vessel was allowed to cool simulating long, ex-vessel storage of the fuel handling machine. A total of eight of these operating cycles were achieved before a bearing failure occurred after the accumulation of 475,692 shaft revolutions were achieved. During Campaign #9, one of the drive motors was damaged and over the course of a 240 day standby period, the entire GTA drive system was upgraded from a 480VAC system to a 240VAC system that provided the opportunity to consolidate wall-space in the METL facility and provide more space for additional test articles being installed in the coming year. The over 475,000 shaft revolutions achieved in Campaign #9 eclipses the previous record for lifetime of non heat-treated tapered roller bearings held by Campaign #3 of 392,000 shaft revolutions. Further analysis and future campaigns hope to shed light on the cause of this approximately 17% increase in lifetime.

42 ENGINEERING↗

Evaluation of ball and roller bearings restored by grinding

The restoration by grinding of those rolling element bearings which are currently being discarded at aircaft engine and transmission overhaul is considered. Three bearing types were selected from the UH-1 helicopter engine and transmission for the pilot program. Groups of each of these bearings were visually and dimensionally inspected for suitability for restoration. A total of 250 bearings were restored by grinding. Of this number, 30 bearings from each type were endurance tested to a TBO of 1600 hours. No bearing failures occurred related to the restoration by grinding process. The two bearing failures which occurred were due to defective rolling elements and were typical of those which may occur in new bearings. The restorable component yield to the three groups was in excess of 90 percent.

Parker, R. J.↗

Evaluation of ball and roller bearings restored by grinding

A joint program was undertaken to restore by grinding those rolling-element bearings which are currently being discarded at aircraft engine and transmission overhaul. Three bearing types were selected from the UH-1 helicopter engine (T-53) and transmission for the pilot program. Groups of each of these bearings were visually and dimensionally inspected for suitability for restoration. A total of 250 bearings were restored by grinding. Of this number, 30 bearings from each type were endurance tested to a TBO of 1600 hours. No bearing failures occurred related to the restoration by grinding process. The two bearing failures which occurred were due to defective rolling elements and were typical of those which may occur in new bearings. The restorable component yield to the three groups was in excess of 90 percent.

Parker, R. J.↗

Ultrasonic Maintenance

The Ultraprobe 2000, manufactured by UE Systems, Inc., Elmsford, NY, is a hand-held ultrasonic system that detects indications of bearing failure by analyzing changes in amplitude. It employs the technology of a prototype ultrasonic bearing-failure monitoring system developed by Mechanical Technology, Inc., Latham, New York and Marshall Space Flight Center (which was based on research into Skylab's gyroscope bearings). Bearings on the verge of failure send ultrasonic signals indicating their deterioration; the Ultraprobe changes these to audible signals. The operator hears the signals and gages their intensity with a meter in the unit.

Source record↗

Scalable Wind Turbine Generator Bearing Fault Prediction Using Machine Learning: A Case Study

Operation and maintenance (O&M) costs for wind turbines pose a risk to competitiveness and asset owners. With machine-learning technologies and digitalization rapidly maturing, the wind industry is actively investigating these new technologies to optimize O&M practices and reduce costs. This paper reviews recent work on machine-learning approaches to generator bearing failure prediction and presents a relevant real-world case study through a collaboration between the National Renewable Energy Laboratory and Envision Digital Corporation. In the case study, we evaluate the performance of representative machine-learning algorithms for predicting wind turbine generator bearing failures. Operational supervisory control and data acquisition data from one wind power plant was used to train and test the machine-learning models. The investigated data channels are chosen based on whether physically they reflect the failed generator bearing conditions and the component historical usage, including both environmental and operational conditions. Benefits and drawbacks of different methods are identified.

generator bearing failures↗

Designing Bolted Joints Between Composite Plates

Simplified methods developed for use in preliminary design and analysis of bolted joints between flat composite-material plates loaded in tension. Analysis also applicable to joints between composite and metal plates. Methods based on approximate equations for limiting stresses in single-bolt joint in five modes of failure: local-bearing-failure, net tension, wedge-type splitting, shear-out, and tension with shear-out.

Chamis, Christos C.↗

Wind Turbine Main Bearing Rating Lives as Determined by IEC 61400-1 and ISO 281

This presentation studies the rating lives of wind turbine main bearings, as determined by the IEC 61400-1 and ISO 281 standards. A brief review of relevant bearing life theory and turbine design requirements is provided. This includes a discussion on possible shortcomings, including the existence (or not) of the bearing fatigue load limit and the validity of assuming linear damage accumulation. A detailed study is then undertaken to determine rating lives for two models of main bearing in a 1.5 MW wind turbine. Rating life assessment is carried out under different conditions, including various combinations of main bearing temperature, wind field characteristics, lubricant viscosity and contamination levels. Rating lives are found to be sufficiently above the desired 20 year design life for both bearing models under expected operating conditions. For the larger bearing, operational loads are shown to be below or close to the bearing fatigue load limit a vast majority of the time. Key sensitivities for rating life values are shown to be the temperature and contamination. Overall, the results of this study suggest that rating life assessment does not account for reported rates of main bearing failures in 1 to 3 MW wind turbines. In future work, it is recommended that efforts be undertaken to identify principal root causes of main bearing failures, possibly leading to a new application standard specific to this component. It is also recommended that impacts of partial wake impingement on main bearing rating lives are investigated.

ENGINEERING,WIND ENERGY↗

Wind turbine main bearing rating lives as determined by IEC 61400‐1 and ISO 281: A critical review and exploratory case study

Abstract This paper studies the rating lives of wind turbine main bearings, as determined by the IEC 61400‐1 and ISO 281 standards. A critical review of relevant bearing life theory and turbine design requirements is provided, including discussion on possible shortcomings such as the existence (or not) of the bearing fatigue load limit and the validity of assuming linear damage accumulation. A detailed exploratory case study is then undertaken to determine rating lives for two models of main bearing in a 1.5 MW wind turbine. Rating life assessment is carried out under different conditions, including various combinations of main bearing temperature, wind field characteristics, lubricant viscosity, and contamination levels. Rating lives are found to be sufficiently above the desired 20‐year design life for both bearing models under expected operating conditions. For the larger bearing, operational loads are shown to be below or close to the bearing fatigue load limit a vast majority of the time. Key sensitivities for rating life values are temperature and contamination. Overall, the results of this study suggest that an ISO 281 rating life assessment does not account for reported rates of main bearing failures in 1 to 3 MW wind turbines. It is recommended that a similar analysis be undertaken for ISO/TS 16281 rating lives, along with further efforts to identify principal root causes of main bearing failures in future work, possibly leading to a new application standard specific to this component. It is also recommended that the impacts of partial wake impingement on main bearing rating lives are investigated.

17 WIND ENERGY↗

Torque Limits for Fasteners in Composites

The two major classes of laminate joints are bonded and bolted. Often the two classes are combined as bonded-bolted joints. Several characteristics of fiber reinforced composite materials render them more susceptible to joint problems than conventional metals. These characteristics include weakness in in-plane shear, transverse tension/compression, interlaminar shear, and bearing strength relative to the strength and stiffness in the fiber direction. Studies on bolted joints of composite materials have been focused on joining assembly subject to in-plane loads. Modes of failure under these loading conditions are net-tension failure, cleavage tension failure, shear-out failure, bearing failure, etc. Although the studies of torque load can be found in literature, they mainly discussed the effect of the torque load on in-plane strength. Existing methods for calculating torque limit for a mechanical fastener do not consider connecting members. The concern that a composite member could be crushed by a preload inspired the initiation of this study. The purpose is to develop a fundamental knowledge base on how to determine a torque limit when a composite member is taken into account. Two simplified analytical models were used: a stress failure analysis model based on maximum stress criterion, and a strain failure analysis model based on maximum strain criterion.

Yi Zhao↗

Gearbox bearing crack growth prognostics and uncertainty quantification with physics-informed machine learning

This paper introduces the extreme theory of functional connections (X-TFC), a physics-informed machine learning algorithm, and tailors it to estimate the remaining useful life (RUL) of wind turbine gearbox bearings experiencing fatigue crack growth. Unlike purely data-driven methods, X-TFC embeds a physics model, based on Head's theory in this work, into its training objective. The core of X-TFC is a random-projection single-layer neural network trained via an extreme learning machine, which requires only limited damage progression data and solves for output weights with a least-squares optimization algorithm. A composite loss function balances the network's fit to observed degradation data against the residuals of the governing crack growth differential equation, ensuring the learned damage trajectory remains physically plausible. When applied to a vibration-based health-index (HI) dataset measured during the growth of a crack on the inner ring of a high-speed bearing in a wind turbine gearbox (Bechhoefer and Dubé, 2020), X-TFC achieves near-zero prediction bias. Even when trained on only the first 10 %–20 % of the damage progression data, with sufficient physics weighting its predictions remain monotonic and smooth, delivering high prognosability and trendability. To quantify the epistemic uncertainty, we employ a Monte Carlo ensemble of independently initialized X-TFC models trained on noise-perturbed data, which yields confidence intervals around each RUL estimate and captures both model-parameter and epistemic uncertainty. In addition to a vibration-based HI, we demonstrate that the proposed framework can be directly applied to a supervisory control and data acquisition (SCADA) data-based HI (Eftekhari Milani et al., 2026) measured during similar wind turbine gearbox bearing crack faults, preserving its accuracy and interpretability. This extension shows the versatility of our approach, which is applicable to bearings of multiple gearbox manufacturers, models, and ratings using only SCADA data. By integrating domain knowledge with machine learning, X-TFC offers a rapid, reliable tool for crack prognostics. Its adaptability to other bearing failure modes, such as pitch bearing ring cracks, positions X-TFC as a powerful enabler of data-driven, physics-informed asset management in the wind energy sector and beyond.

17 WIND ENERGY↗

Misalignment in Gas Foil Journal Bearings: An Experimental Study

As gas foil journal bearings become more prevalent in production machines, such as small gas turbine propulsion systems and microturbines, system-level performance issues must be identified and quantified in order to provide for successful design practices. Several examples of system-level design parameters that are not fully understood in foil bearing systems are thermal management schemes, alignment requirements, balance requirements, thrust load balancing, and others. In order to address some of these deficiencies and begin to develop guidelines, this paper presents a preliminary experimental investigation of the misalignment tolerance of gas foil journal bearing systems. Using a notional gas foil bearing supported rotor and a laser-based shaft alignment system, increasing levels of misalignment are imparted to the bearing supports while monitoring temperature at the bearing edges. The amount of misalignment that induces bearing failure is identified and compared to other conventional bearing types such as cylindrical roller bearings and angular contact ball bearings. Additionally, the dynamic response of the rotor indicates that the gas foil bearing force coefficients may be affected by misalignment.

Howard, Samuel A.↗

The Role of Radial Clearance on the Performance of Foil Air Bearings

Load capacity tests were conducted to determine how radial clearance variations affect the load capacity coefficient of foil air bearings. Two Generation III foil air bearings with the same design but possessing different initial radial clearances were tested at room temperature against an as-ground PS304 coated journal operating at 30,000 rpm. Increases in radial clearance were accomplished by reducing the journal's outside diameter via an in-place grinding system. From each load capacity test the bearing load capacity coefficient was calculated from the rule-of-thumb (ROT) model developed for foil air bearings. The test results indicate that, in terms of the load capacity coefficient, radial clearance has a direct impact on the performance of the foil air bearing. Each test bearing exhibited an optimum radial clearance that resulted in a maximum load capacity coefficient. Relative to this optimum value are two separate operating regimes that are governed by different modes of failure. Bearings operating with radial clearances less than the optimum exhibit load capacity coefficients that are a strong function of radial clearance and are prone to a thermal runaway failure mechanism and bearing seizure. Conversely, a bearing operating with a radial clearance twice the optimum suffered only a 20 percent decline in its maximum load capacity coefficient and did not experience any thermal management problems. However, it is unknown to what degree these changes in radial clearance had on other performance parameters, such as the stiffness and damping properties of the bearings.

Radil, Kevin↗

Space Shuttle Body Flap Actuator Bearing Testing for NASA Return to Flight

The Space Shuttle body flap (BF) is located beneath the main engine nozzles and is required for proper aerodynamic control during orbital descent. The body flap is controlled by four actuators connected by a common shaft and driven by the hydraulic power drive unit. Inspection of the actuators during refurbishment revealed three shaft bearings with unexpected damage. One was coated with black oxide on the balls and race wear surfaces, a second contained a relatively deep wear scar, and the third with scratches and an aluminum particle in the wear track. A shaft bearing life test program was initiated to measure the wear life and explain the 5.08-micrometer wear scar. A tribological analysis was conducted to demonstrate that the black oxide coated wear surfaces did not damage the bearing, interfere with the lubrication, or cause severe bearing wear. Pre-damaged (equivalent of 30 missions), commercial equivalent bearings and previously flown shaft bearings were tested at axial loads, speeds, and temperatures seen during flight operations. These bearing were successfully life tested at 60 C for 24 hours or 90 flights. With a safety factor of 4X, the bearings were qualified for 22 flights when only a maximum of 12 flights are expected. Additional testing at 23 C was performed to determine the lubricant life and to further understand the mechanism that caused the blackened balls. Test results indicating bearing life was shortened at a lower temperature surprised the investigators. Start\Stop bearing testing that closely simulates mission profile was conducted at 23 C. Results of this testing showed lubricant life of 12 flights including a safety factor of four. Additional testing with bearings that have the equivalent of 30 missions of damage is being tested at 23 C. These tests are being performed over the Shuttle load profile to demonstrate the residual bearing life in the actuators exceeds 12 missions. Testing showed that the end of the shaft bearing life was characterized by bearing temperature rise, preload drop, and the onset of a severe wear bearing failure mechanism. The severe wear failure mechanism is characterized by rough wear scars, extensive bearing wear and steel transfer between the balls and the races.

Jet, Timothy R.↗

Comparative lubrication studies of OH-58A tail rotor drive shaft bearings

Comparative lubrication tests were run with OH-58A helicopter tail rotor drive shaft bearings. The tests were run in an outdoor environment with ambient temperatures ranging from 10 to 75 F. Dust was periodically applied to the bearings to simulate field conditions. The cause of bearing failure was associated with dust penetration. Rotor shaft failure was found to be caused by the shaft rotating in the standard rubber collar due to seizure of the bearings. Bearings with a positive rubbing seal having a MIL-G-81322 grease produced lives greater than with bearings having labyrinth seals and a mineral oil paste lubricant. An elongated collar prevented failure of the rotor shaft during bearing seizure. In a limited test, installation of tail boom shrouds over the bearings which excluded dust and water resulted in bearing lives in excess of 1800 hours or 1200 hours greater than the current 600 hours TBO, regardless of the lubricant-bearing combination used.

Dietrich, M. W.↗

Design of a compliant passive magnetic bearing for use in SIRTF's Tertiary Mirror Assembly

A proposed baseline design for the Space Infrared Telescope Facility includes a Tertiary Mirror Assembly (TMA) which selectively redirects the telescope's converging science beam to each of several instruments. The TMA's mirror rotates on an axis coincident with the beam's axis, and is held steady during observation by a kinematic mount. A bearing has been designed whose compliance causes minimal interference with the precision of the kinematic mount, and which is well suited to the particular requirements of a cryogenic satellite such as SIRTF. The bearing suspends its rotor by taking advantage of the repulsion between a superconductor and a magnet. It potentially eliminates problems associated with mechanical bearings that arise in similar applications, such as lubricant loss or failure, bearing wear, and sensitivity to particulates, and does so without imposing the thermal load of a bearing heater or active magnetic bearing. The bearing shows promise of offering an alternative to ball bearings in cryogenic applications where some compliance is acceptable or advantageous.

Cannon, David M.↗

Evaluation of space shuttle main engine bearings from high pressure oxygen turbopump 9008

Two used turbopump mainshaft support bearings were examined to determine steps needed to achieve turbopump lifetimes of 27,000 seconds. The two bearings, which had been run in a high pressure oxygen turbopump, are angular contact ball bearings, applied as a preloaded pair, locked to the shaft, inner race rotating, with the outer races unrestrained axially. Examination showed that both bearings had been subjected to overloads, leading to fatigue spalling on the races and balls and advanced retainer wear. This is clear evidence of unintended high internal loads in the high pressure oxygen pump which would lead to complete bearing failure and extensive secondary pump damage. Action must be taken to reduce the applied bearing loads or to incorporate bearings of sufficient size to withstand the high loads.

Dufrane, K. F.↗

Bearing tester data compilation, analysis, and reporting and bearing math modeling

The Shaberth bearing analysis computer program was developed for the analysis of jet engine shaft/bearing systems operating above room temperature with normal hydrocarbon lubricants. It is also possible to use this tool to evaluate the shaft bearing systems operating in cryogenics. Effects such as fluid drag, radial temperature gradients, outer race misalignments and clearance changes were simulated and evaluated. In addition, the speed and preload effects on bearing radial stiffness was evaluated. The Shaberth program was also used to provide contact stresses from which contact geometry was calculated to support other analyses such as the determination of cryogenic fluid film thickness in the contacts and evaluation of surface and subsurface stresses necessary for bearing failure evaluation. This program was a vital tool for the thermal analysis of the bearing in that it provides the heat generation rates at the rolling element/race contacts for input into a thermal model of the bearing/shaft assembly.

Source record↗