LECTURE NOTESDesign of machine members-IIBearings
The basic purpose of a bearing is to allow relative movement
between the components of machines whilst carrying a load as well
as providing some type of location between components. This section
of the website will focus on describing in more detail the various
types of bearings that are available today as well as selection
procedures.
Bearing Types
Bearings are broadly categorised into two main groups; Sliding
Bearings and Rolling Contact Bearings. The picture below highlights
the main types of bearings and the categories that they fall under
:-
Bearing types
Sliding Bearings
Sliding bearings refers to bearings where two surfaces move
relative to each other without the benefit of rolling contact.
Usually a lubricant is used to allow the two surfaces to slide
freely (lubricant is denoted by the black layer in the above
diagram) with reduced friction contact and wear. A typical
application of a sliding bearing is to allow rotation of a load
bearing shaft. The portion of the shaft at the bearing is referred
to as the 'journal', and the stationary part which supports the
load is called the bearing.
Journal Bearing
This is why sliding bearings are often referred to as journal
bearings. There are three main regimes of lubrication for sliding
bearings:1. Boundary Lubrication 2. Mixed film lubrication 3. Full
film lubrication 1. Boundary LubricationThis state occurs typically
at low relative velocities between the journal and bearing
surfaces. Even though there is lubrication present between the two
surfaces, there is insufficient pressure as to keep the surfaces
from coming into contact and so frictional forces need to be
considered. As a result, this type of bearings are typically used
for low-speed applications such as bushes and linkages where
simplicity and compactness are desirable.2. Mixed film
LubricationMixed film lubrication occurs when the relative motion
between the twp surfaces is sufficient as to create enough pressure
to partially separate the surfaces for periods of time. However,
contact will still occur at certain places and for certain amounts
of time.3. Full film LubricationThis regime occurs at high
velocities where the motion creates a high enough pressure in the
lubricant such that the two surfaces separate and the gap created
is filled with lubricant, thus eliminating frictional forces that
would be experienced had there been surface contact.
Rolling Bearings
The term rolling contact bearing encompasses the wide variety of
bearings that use spherical balls or some type of roller between
the stationary and moving elements.
The most common type of rolling bearings support a rotating
shaft whilst resisting a combination of radial and thrust loads.
Some bearings however are designed in such a way as that they carry
radial or only thrust forces. The animation below lists the most
common types of rolling bearings as well as giving a general
description.
The remainder of this section will deal with the various
equations that are used in selecting a rolling bearing for a
particular application.
A bearing is a mechanical device which provides relative motion
between two or more parts. Bearings are widely used in various
industrial as well as in our day-to-day applications. Bearings
permit four common types of motions like linear motion (for eg.
drawer), spherical motion (for e.g. ball and socket joint), axial
motion (for eg. shaft rotation) and hinge motion (for eg. door,
elbow, knee). There are different types of bearings used in
mechanical devices. Using a suitable bearing in many applications
help in improving accuracy, efficiency, reliability, operation
speed, purchasing costs of operating machinery.
Types of BearingsThere are many types of bearings each used for
different aplications and different purposes. Bearings can be used
either singularly or in combinations. Bearings are classified
broadly according to their motions, operating principle, load
capacity and speed and size they can handle. Accordingly, we find
bearings of different shapes, speed, lubrication, materials and so
on. The most popular bearing types are given below. Click on the
following links to get a detailed description of different bearings
used in various industries and machines.
Tags:- Types Of Bearings, Types Of Industrial Bearings
BearingsNeedle BearingCylindrical BearingSleeve Bearing
Spherical BearingLinear BearingRoller Bearing
The Sommerfeld Number is typically defined by the following
equation[1].
Where:S is the Sommerfeld Number or bearing characteristic
numberr is the shaft radiusc is the radial clearance is the
absolute viscosity of the lubricantN is the speed of the rotating
shaft in revs/sP is the load per unit of projected bearing areaThe
Sommerfeld Number is typically defined by the following
equation[1].
Where:S is the Sommerfeld Number or bearing characteristic
numberr is the shaft radiusc is the radial clearance is the
absolute viscosity of the lubricantN is the speed of the rotating
shaft in revs/sP is the load per unit of projected bearing
areaBearing modulus is used in Journal Bearing Design.
Bearing Modulus,C= (Zn/p)
Z=oil viscosityn=speed of rotation (rpm)p=bearing pressure
For any given bearing, there is a value for indicated by C, for
which the coefficient of friction is minimum. The bearing should
not be operated at this value of bearing modulus, since a slight
decrease in speed or a slight increase in pressure will make the
journal to operate in partial lubrication state resulting in high
friction, heating and wear.
To prevent this, average value ofBearing modulus should be,
Zn/p >= 3C
for large fluctuations and heavy impact loads,
Zn/p = 15C (approx)Normally bearing number is having 4
digits.
EX 1 : Bearing # is 6308
I st digit 6 is indicates type of bearing. 6 means single row
deep ball bearing.3 indicates applied loads depends upon the
application.The last two digits indicates diameter of the shaft.As
per above example 08 means shaft dia is 40 mm.The simple
calculation is shaft dia divided by5 is last two digits of bearing
number.EX 2: Bearing # is 6207, The shaft dia is 35 mm.Bearing
characteristic number=Z*N/p
Z--->viscosity N-s/m^2N--->rotation of the bearing in
rpmp--->bearing pressureAntifriction bearing A machine element
that permits free motion between moving and fixed parts.
Antifrictional bearings are essential to mechanized equipment; they
hold or guide moving machine parts and minimize friction and
wear.In its simplest form, a bearing consists of a cylindrical
shaft, called a journal, and a mating hole, serving as the bearing
proper. Ancient bearings were made of such materials as wood,
stone, leather, or bone, and later of metal. It soon became
apparent for this type of bearing that a lubricant would reduce
both friction and wear and prolong the useful life of the bearing.
Petroleum oils and greases are generally used for lubricants,
sometimes containing soap and solid lubricants such as graphite or
molybdenum disulfide, talc, and similar substances.MaterialsThe
greatest single advance in the development of improved bearing
materials took place in 1839, when I. Babbitt obtained a United
States patent for a bearing metal with a special alloy. This alloy,
largely tin, contained small amounts of antimony, copper, and lead.
This and similar materials have made excellent bearings. They have
a silvery appearance and are generally described as white metals or
as Babbitt metals.Wooden bearings are still used for limited
applications in light-duty machinery and are frequently made of
hard maple which has been impregnated with a neutral oil. Wooden
bearings made of lignum vitae, the hardest and densest of all
woods, are still used.Some of the most successful heavy-duty
bearing metals are now made of several distinct compositions
combined in one bearing. This approach is based on the widely
accepted theory of friction, which is that the best possible
bearing material would be one which is fairly hard and resistant
but which has an overlay of a soft metal that is easily deformed.
Figure 1 shows bearings in which graphite, carbon, plastic, and
rubber have been incorporated into a number of designs illustrating
some of the material combinations that are presently available.
Bearings with (a) graphite; (b) wood, plastic, and nylon Rubber
has proved to be a surprisingly good bearing material, especially
under circumstances in which abrasives may be present in the
lubricant. The rubber used is a tough resilient compound similar in
texture to that in an automobile tire. Cast iron is one of the
oldest bearing materials. It is still used where the duty is
relatively light.Porous metal bearings are frequently used when
plain metal bearings are impractical because of lack of space or
inaccessibility for lubrication. These bearings have voids of 1636%
of the volume of the bearing. These voids are filled with a
lubricant by a vacuum technique. During operation they supply a
limited amount of lubricant to the sliding surface between the
journal and the bearing. In general, these bearings are
satisfactory for light loads and moderate speeds.LubricantsThe
method of supplying the lubricant and the quantity of lubricant
which is fed to the bearing by the supplying device will often be
the greatest factor in establishing performance characteristics of
the bearing. For example, if no lubricant is present, the journal
and bearing will rub against each other in the dry state. Both
friction and wear will be relatively high. The coefficient of
friction of a steel shaft rubbing in a bronze bearing, for example,
may be about 0.3 for the dry state. If lubricant is present even in
small quantities, the surfaces hydrodynamic pressure in film become
contaminated by this material whether it be an oil or a fat, and
depending upon its chemical composition the coefficient of friction
may be reduced to about 0.1. Now if an abundance of lubricant is
fed to the bearing so that there is an excess flowing out of the
bearing, it is possible to develop a self-generating pressure film
in the clearance space as indicated in Fig. 2. These pressures can
be sufficient to sustain a considerable load and to keep the
rubbing surfaces of the bearing separated.
Hydrodynamic fluid-film pressures in a journal bearingThe types
of oiling devices that usually result in insufficient feed to
generate a complete fluid film are, for example, oil cans,
drop-feed oilers, waste-packed bearings, and wick and felt feeders.
Oiling schemes that provide an abundance of lubrication are oil
rings, bath lubrication, and forced-feed circulating supply
systems. The coefficient of friction for a bearing with a complete
fluid film may be as low as 0.001.Fluid-film hydrodynamic
bearingsIf the bearing surfaces can be kept separated, the
lubricant no longer needs an oiliness agent. As a consequence, many
extreme applications are presently found in which fluid-film
bearings operate with lubricants consisting of water, highly
corrosive acids, molten metals, gasoline, steam, liquid
refrigerants, mercury, gases, and so on. The self-generation of
pressure in such a bearing takes place no matter what lubricant is
used, but the maximum pressure that is generated depends upon the
viscosity of the lubricant. Thus, for example, the maximum
load-carrying capacity of a gas-lubricated bearing is much lower
than that of a liquid-lubricated bearing. The ratio of capacities
is in direct proportion to the viscosity. Gas is the only presently
known lubricant that can be used for operation at extreme
temperatures. Because the viscosity of gas is so low, the friction
generated in the bearing is correspondingly of a very low order.
Thus gaslubricated machines can be operated at extremely high
speeds because there is no serious problem in keeping the bearings
cool.The self-generating pressure principle is applied equally as
well to thrust bearings as it is to journal bearings. The
tiltingpad type of thrust bearing (Fig. 3a) excels in low friction
and in reliability. A typical commercial tthrust bearing (Fig. 3b)
is made up of many tilting pads located in a circular position. One
of the largest is on a hydraulic turbine at the Grand Coulee Dam.
There, a bearing 96 in. (2.4 m) in diameter carries a load of
2,150,000 lb (9,560,000 newtons) with a coefficient of friction of
about 0.0009.
Fluid-film hydrostatic bearingsSleeve bearings of the
self-generating pressure type, after being brought up to speed,
operate with a high degree of efficiency and reliability. However,
when the rotational speed of the journal is too low to maintain a
complete fluid film, or when starting, stopping, or reversing, the
oil film is ruptured, friction increases, and wear of the bearing
accelerates. This condition can be eliminated by introducing
high-pressure oil to the area between the bottom of the journal and
the bearing itself, as shown schematically in Fig. 4. If the
pressure and quantity of flow are in the correct proportions, the
shaft will be raised and supported by an oil-film whether it is
rotating or not. Friction drag may drop to one-tenth of its
original value or even less, and in certain kinds of heavy
rotational equipment in which available torque is low, this may
mean the difference between starting and not starting. This type of
lubrication is called hydrostatic lubrication and, as applied to a
journal bearing in the manner indicated, it is called an oil lift.
Hydrostatic lubrication in the form of a step bearing has also been
used on various machines to carry thrust.
Fluid-film hydrostatic bearingLarge structures have been floated
successfully on hydrostatic-type bearings. For example, the Hale
200-in. (5-m) telescope on Palomar Mountain (California Institute
of Technology/Palomar Observatory) weighs about 1,000,000 lb
(450,000 kg); yet the coefficient of friction for the entire
supporting system, because of the hydrostatic-type bearing, is less
than 0.000004. The power required is extremely small and a 1/12-hp
(62-W) clock motor rotates the telescope while observations are
being made.Rolling-element bearingsEveryday experiences demonstrate
that rolling resistance is much less than sliding resistance. This
principle is used in the rolling-element bearing which has found
wide use. In the development of the automobile, ball and roller
bearings were found to be ideal for many applications, and today
they are widely used in almost every kind of machinery.These
bearings are characterized by balls or cylinders confined between
outer and inner rings. The balls or rollers are usually spaced
uniformly by a cage or separator. The rolling elements are the most
important because they transmit the loads from the moving parts of
the machine to the stationary supports. Balls are uniformly
spherical, but the rollers may be straight cylinders, or they may
be barrel- or cone-shaped or of other forms, depending upon the
purpose of the design. The rings, called the races, supply smooth,
hard, accurate surfaces for the balls or rollers to roll on. Some
types of ball and roller bearings are made without separators. In
other types there is only the inner or the outer ring, and the
rollers operate directly upon a suitably hardened and ground shaft
or housing. Figure 5 shows a typical deep-grooved ball bearing,
with the parts that are generally used.
Deep-groove ball bearingThese bearings may be classified by
function into three groups: radial, thrust, and angular-contact
bearings. Radial bearings are designed principally to carry a load
in a direction perpendicular to the axis of rotation. However, some
radial bearings, such as the deep-grooved bearings shown in Fig. 5,
are also capable of carrying a thrust load, that is, a load
parallel to the axis of rotation and tending to push the shaft in
the axial direction. Some bearings, however, are designed to carry
only thrust loads. Angular-contact bearings are especially designed
and manufactured to carry heavy thrust loads and also radial
loads.A unique feature of rolling-element bearings is that their
useful life is not determined by wear but by fatigue of the
operating surfaces under the repeated stresses of normal use.
Fatigue failure, which occurs as a progressive flaking or sifting
of the surfaces of the races and rolling elements, is accepted as
the basic reason for the termination of the useful life of such a
bearing
BEARINGSRolling contact bearingsThe terms rolling contact
bearing, anti friction bearing and rolling element bearing are used
to describe that class of bearing in which the main load is
transferred through elements in rolling contact with each other.
Friction in a rolling element bearing is present, but it is
negligible when compared to the starting friction of a journal type
bearing. The load, bearing speed and the viscosity of the
lubrication all affect the friction within the bearing. Although it
is not technically correct to refer to this type of bearing as anti
friction, it is a name that is in constant use.Bearings reduce
friction by providing smooth/polished metal balls or rollers, and a
smooth/polished inner and outer metal surface for the balls to roll
against. These balls or rollers carry the load, allowing the device
to rotate smoothly.In general a rolling element bearing is a
bearing which carries a load by placing round elements between two
surfaces. These surfaces are referred to as the inner race and the
outer race. The relative motion of the races causes the bearing
elements to roll, with little or no sliding. Bearings are normally
selected on the basis of a requirement to carry a given load for a
given period of time. Rolling contact bearings are designed to
carry pure radial loads, pure axial loads or a combination of the
two.The bearing designer is confronted with the problems of
designing a group of elements which make up a rolling element
bearing. Parameters such as fatigue, loading, heat, corrosion
resistance and lubrication, to name but a few, must be considered.
There are many types of rolling element bearings, each designed to
carry a specific kind of load. Each of the different types of
bearing contain either a ball bearing, a roller bearing or a needle
type bearing. A needle bearing is an elongated roller bearing.
Rolling-element bearings may rotate at over 100,000 rpm. Maximum
rolling element bearing speeds may be specified in DN, which is the
product of the diameter (in mm) and the maximum revolutions per
minute (rpm).There are also many material issues for bearings. For
example, a harder material may be more durable against abrasion but
more likely to suffer fatigue fracture. Therefore, the material
varies with the application, and whilst steel is the most common
for rolling element bearings, plastics and ceramics are also in
use.A bearing can last indefinitely; longer than the life of the
machine, if it is kept clean, lubricated, and operated within its
load rating. Also, every effort needs to be made during manufacture
to make sure the bearing materials are sufficiently free of
microscopic defects. Note, that cooling, lubrication, and sealing
are also important parts of bearing design.The operating
environment and servicing needs must also be considered in bearing
design. Some bearing assemblies require routine addition of
lubricants, while others are factory sealed, requiring no further
maintenance for the life of the bearing or assembly. Although seals
are appealing, they increase bearing friction, and a permanently
sealed bearing may have the lubricant contaminated by hard
particles, due to bearing wear, which will abrade the bearing.The
meaning of bearing lifeStephen J. MrazHow long will a bearing last?
Standardized life equations help to answer.Printer-friendly
version
Relative effects of contamination and lubrication condition on
bearing life with different load levels.
Experience shows seemingly identical rolling bearings operated
under identical conditions may not last the same amount of time. In
most cases, it is impractical to test a statistically significant
number of bearings, so engineers rely on standardized bearing-life
calculations to select and size bearings for a particular
application. These calculations continue to evolve and become more
accurate over time, reflecting the collective experience of the
bearing industry, including recent advances in manufacturing,
tribology, materials, end-user condition monitoring, and
computation.In February of this year, the International
Organization for Standardization (ISO) published a revised ISO
281:2007 Standard for the calculation of bearing ratings and life.
It builds on the previous Standard ISO 281:2000 to account for such
factors as internal stresses from mounting, residual stresses from
hardening and other manufacturing processes, and material
cleanness. Also included are the effects of solid contaminants with
various lubricating systems, as well as bearing material fatigue
stress limits. Before going into further detail, it's probably a
good time to review the basics of bearing-life calculations,
starting with the common definitions of life.Basic life or L10 as
defined in ISO and ABMA standards is the life that 90% of a
sufficiently large group of apparently identical bearings can be
expected to reach or exceed. The median or average life, sometimes
called Mean Time Between Failure (MTBF), is about five times the
calculated basic rating life. Service life is the life of a bearing
under actual operating conditions before it fails or needs to be
replaced for whatever reason. The so-called specification life is
generally a requisite L10 basic rating life and reflects a
manufacturer's requirement based on experience with similar
applications.CALCULATING LOADSEngineers typically employ
rolling-contact fatigue models that compare bearing load ratings to
applied dynamic and static loads as they impact service life and
reliability. The basic dynamic load rating covers dynamically
stressed bearings that rotate under load. This rating, defined in
ISO 281, is the bearing load that results in a basic rating life or
L10 of 1 million revolutions. Dynamic loads should include a
representative duty cycle or spectrum of load conditions and any
peak loads.The basic static load rating applies to bearings that
rotate at speeds less than 10 rpm, slowly oscillate, or remain
stationary under load over certain periods. Be sure to include
loads of extremely short duration (shock) because they may
plastically deform contact surfaces and compromise bearing
integrity.Classical mechanics along with known or calculable
external forces are used to calculate the loads acting on a
bearing. These external forces may include resultants from power
transmission, shaft or housing supports, or inertia. When
calculating loads on a single bearing, assume the shaft to be a
beam resting on rigid, moment-free supports.Basic catalog or
simplified calculations typically ignore elastic deformations in
the bearing, housing, or machine frame, as well as moments produced
in the bearing by shaft deflection. Such calculations may assume
loads are constant in magnitude and direction and act radially on a
radial bearing, or axially and centrically on a thrust bearing.
Oftentimes, bearings in actual service see simultaneous radial and
axial loads. When the resultant of radial and axial loads is
constant in magnitude and direction, calculate an equivalent
dynamic bearing load from:P = XFr + YFa where P = equivalent
dynamic bearing load, lb; Fr = actual radial bearing load, lb; Fa =
actual axial bearing load, lb; X = radial load factor for the
bearing; and Y = axial load factor for the bearing.For single-row
radial bearings, axial load influences P only when the ratio Fa Fr
exceeds a certain limiting value. Conversely, even light axial
loads are significant for double-row radial bearings. The above
equation also applies to spherical thrust bearings and other thrust
types that handle both axial and radial loads. Be sure to consult
manufacturer catalogs for axial-radial thrust bearings because
designs can vary widely. For thrust ball bearings and other types
that carry pure axial loads, the equation simplifies to P = Fa,
provided the load acts centrically.RATING LIFE EQUATIONSThe
equation from ISO 281 or the American Bearing Manufacturers
Association (ABMA) Standards 9 and 11 figures basic, nonadjusted
rating life by:L10 = (C P)p in millions of revolutionswhere C =
basic dynamic load rating, lb; P = equivalent dynamic bearing load,
lb; p = life-equation exponent ( p = 3 for ball bearings; and p =
10/3 for roller bearings)For bearings run at constant speed, it may
be more convenient to express the basic rating life in operating
hours:L10h = (1,000,000/60)nL10 where n = rotational speed,
rpmPredicted bearing life is a statistical quantity in that it
refers to a bearing population and a given degree of reliability.
The basic rating life is associated with 90% reliability of
bearings built by modern manufacturing methods from high-quality
materials and operated under normal conditions. In practice,
predicted life may deviate significantly from actual service life,
in some documented cases by nearly a factor of five.Service life
represents bearing life in real-world conditions, where field
failures can result from root causes other than bearing fatigue.
Examples of root causes include contamination, wear, misalignment,
corrosion, mounting damage, poor lubrication, or faulty sealing
systems.Ongoing advances in bearing technology and manufacturing
processes continue to extend bearing life and reduce sensitivity to
severe operating conditions. Standard ISO 281 has developed in step
with these advances to predict service life more accurately. The
latest version expands coverage to include bearing material fatigue
stress limits, and a factor for solid contamination effects on
bearing life when using various lubrication systems such as grease,
circulating oil, and oil bath.The equation calculates modified
rating life at n% reliability Lnm in millions of revolutions at
constant speed by:Lnm= a1aISOL10 where a1 = life-adjustment factor
for reliability (1.0 for 90% reliability); and aISO = manufacturer
life modification factor according to ISO 281.Finding aISO involves
the use of a contamination factor that considers the lubrication
system type, cleanliness class, bearing size, and lubrication
operating conditions as defined in ISO 4406. This contamination
factor, along with the ratio of the bearing fatigue load limit to
the bearing equivalent load limit, and the lubrication condition,
determine aISO. In general, better lubricant conditions and lower
equivalent loads lessen bearing life sensitivity to contamination
levels. Conversely, high loads and poor lubricant conditions raise
bearing life sensitivity to contaminationCalculating machine
reliability from bearing lifePaul DvorakHere's how to calculate
machine reliability based on the collective life of several
bearings.Printer-friendly version
A Weibull bearing routine in Weibull-Ease software from
Applications Research Inc., Golden Valley, Minn., allows
considering all bearings in a system along with input rpm, load,
and basic dynamic capacity of the bearing. The routine calculates
the L10, L 95, L 99, median, and MTBF lives. The full version of
Weibull-Ease can be downloaded on a 30-day trial basis from
applicationsresearch.com.
Selecting a set of bearings to withstand anticipated loads is a
common design task with power-transmission equipment. Another deals
with finding a cumulative component reliability that exceeds the
standard 90% at a specified number of cycles or hours. A good way
to begin a reliability study defines what constitutes failure. Then
identify the most significant failure modes for the machine. A next
step analyzes test data for each failure mode to establish the
reliability of each as a function of time, cycles, or some other
quantifiable measurement. In other words, at time t: R1= f1(t), R2=
f2(t) and so on. Then total system reliability becomes: Rsystem= R1
R2R3and so on at time t. As a general rule, evaluate test data in
terms of its Weibull distribution because it is rare that any set
of field or lab data will fall clearly into a particular standard
distribution, such as exponential, binomial, or normal. In
addition, a particular failure mode may not occur until something
else has worn to a certain level. In other words, a failure mode
may be, at least partially, a secondary failure. These usually show
up as an unreasonably high Weibull slope number. It can generally
be corrected by applying Weibull's third parameter, or offset, from
the origin. This is a fairly straight-forward calculation for most
any reasonably capable Weibull software routine. Bearings present a
unique problem in that they are typically specified by the
manufacturer in terms of a dynamic load rating. For ball bearings,
this is the load at which about 10% of them fail when rotated to 1
million revolutions of the outer race. Roller bearings are
specified using a similar system, but the 10% failure corresponds
to 3,000 hr at 500 rpm, or 90 million revolutions. The machine's
rpm can then be converted to hours. For example, consider an
individual ball bearing with a Basic Dynamic Capacity, CBD, rating
of 3,000 lb. It is to carry an effective load, Peff, of 400 lb at
2,500 rpm. Since wear damage varies as the cube of the load, the
number of revolutions corresponding to 10% (B10) failure will
be
At 2,500 rpm, this corresponds to
Where L10h = bearing life, hr , and = bearing speed, rpm
This is the first 10% failure point. This is all well and good
for finding one bearing's 10% failure hours (or revolutions).
However, designers should be interested in the complete system
which probably includes more than one bearing. The reliability of
agricultural hardware or equipment is typically specified by the
marketing group as something like "No more than 1% failure (99%
reliability) through the first year and no more than 10% failure
(90% reliability) through the fifth year." Many consumer products
are subject to similar requirements, particularly in the first
year. To come up with a system that exceeds 99% reliability through
the first year and 90% through the fifth, all critical-component
reliabilities must exceed those figures by a significant amount.
Bearings are typically included in the category of critical
components. One reliability indicator comes from Weibull plots. For
example, several research projects tend to show a range of
variability in the value of Beta, the Weibull shape (slope) factor
for bearings. It is also reasonable to assume that the load level
on the bearing or perhaps even the ratio of the Basic Dynamic
Capacity to the applied load can affect the Weibull shape factor.
For instance, a light load might produce a shape factor close to
1.0. A heavy load might increase it to 4.0 or more. So a reasonable
starting value of Weibull Beta or shape factor for most
agricultural-equipment (including lawn and garden) bearings is
around 2.0. There are good reasons for the assumptions but they are
involved and beyond the scope of this article. To continue, recall
that a straight line is defined either by two points, or one point
and the line's slope. For example, Weibull cumulative density
function and its linearized version are:
where F(t) = fraction of population failed, = characteristic
life, and = slope or shape factor. Taking the natural log of both
sides gives:
the standard slope-intercept form for a straight line for which
is the slope. Referring back to the earlier example, we know one of
the points to be
We also know that = 2.0, so
and
Also, R(t) = 1-F(t) so
Suppose the most significant failure modes for a particular
mechanism involve four bearings at critical locations. Using the
method above, we've calculated the other three bearing
characteristic lives for this application. We have:
We want the reliability at 1,000 hr for all bearings considered
as a single system. Therefore:
Similarly, R2(1,000) = 97.30%, R3(1,000) = 98.23%, and R4(1,000)
= 99.04% Rsystem(1,000) = R1R2R3R4 =93.41%Another way to accomplish
the above is with statistical analysis software with Weibull plot
functions that include a Multiple Mode calculation
routinePiston
Piston DesignIts hard to believe the reciprocating piston engine
has been around for 137 years. Nicholaus August Otto invented the
first such engine in 1866, one year after the Civil War ended.
Given that much time, youd think the pistons inside todays engines
would be radically different from those of their ancestors. Piston
materials and designs have evolved over the years and will continue
to do so until fuel cells, exotic batteries or something else makes
the internal combustion engine obsolete. But until that happens,
pistons will continue to power the vehicles we drive.One thing that
has not changed over the years is the basic function of a piston.
The piston forms the bottom half of the combustion chamber and
transmits the force of combustion through the wrist pin and
connecting rod to the crankshaft. The basic design of the piston is
still pretty much the same, too. Its a round slug of metal that
slides up and down in a cylinder. Rings are still used to seal
compression, minimize blowby and control oil.So what has changed?
The operating environment. Todays engines run cleaner, work harder
and run hotter than ever before. At the same time, engines are
expected to last longer than ever before, too: up to 150,000 miles
or more and with minimal maintenance. Consequently, heat management
is the key to survival of the fittest."Piston design used to be a
process of trial and error." says Kent Fullerton, an engineer with
Zollner Pistons. "Youd make and test a new design three or four
times before you got it right. Today, everything is modeled in 3D
on a computer, then evaluated with finite element analysis software
before anything is made. That speeds up the design and testing
process, reduces the lead time to create new piston designs, and
produces a better product."According to a book produced by Mahle
Inc. called Pistons for Internal Combustion Engines, engineers use
two methods to evaluate new piston designs before they are actually
produced for engine dyno testing: finite analysis and photoelastic
stress analysis. The idea behind finite analysis is to divide a
model piston into a fixed (finite) number of elements. The
resulting grid forms lines that intersect and connect. Computer
software generates equations for each individual element and
predicts the overall stiffness of the entire piston. Analyzing the
data shows how the piston will behave in a real engine and allow
the engineer to see where loads and temperatures will be greatest
and how the piston will react.With photoelastic stress analysis, a
3D transparent resin model is cast of a piston. When the model
piston is subjected to loads, the refractive properties of the
plastic change causing polarized light passing through the piston
to change colors. This reveals how the piston deforms under load
and the areas where it is experiencing the greatest stress.Hot
PistonsThe most critical area for heat management is the top ring
area. One of the "tricks" engine designers came up with to reduce
emissions was to move the top compression ring up closer to the top
of the piston. A decade ago, the land width between the top ring
groove and piston crown was typically 7.5 to 8.0 mm. Today that
distance has decreased to only 3.0 to 3.5 mm in many engines.The
little crevice around the top of the piston between the crown and
top ring creates a dead zone for the air/fuel mixture. When
ignition occurs, this area often does not burn completely leaving
unburned fuel in the combustion chamber. The amount isnt much, but
when you multiply the residual fuel in each cylinder by the number
of cylinders in the engine times engine speed, it can add up to a
significant portion of the engines overall hydrocarbon (HC)
emissions.One of the consequences of relocating the top ring closer
to the top of the piston is that it exposes the ring and top ring
groove to higher operating temperatures. The top rings on many
engines today run at close to 600 F, while the second ring sees
temperatures of 300 F or less. These extreme temperatures can
soften the metal and increase the danger of ring groove distortion,
microwelding and pound-out failure. The reduced thickness of the
land area between the top of the piston and top ring also increases
the risk of cracking and land failure.The evolutionary advances
that enable todays pistons to handle this kind of environment
include changes in piston geometry, stronger alloys, anodizing the
top ring groove and using tougher ring materials. Ordinary cast
iron top compression rings that work great in a stock 350 Chevy V8
cant take the kind of heat thats common in many late model engines.
Thats why ductile iron or steel top rings are used in some of these
engines.Anodizing has become a popular method of improving the
durability of the top ring groove and is now used in many late
model engines. Anodizing reduces microwelding between the ring and
piston to significantly improve durability. But it cant work
miracles: an anodized piston can still fail if it gets too
hot.Anodizing is done by treating the ring groove with sulfuric
acid. The acid reacts with the metal to form a tough layer of
aluminum oxide, which is very hard and wear-resistant. Part of the
layer is below the surface of the metal and part is above. On
average, the layer is about 20 microns (.001) thick so the piston
manufacturer compensates for the added thickness when the top ring
groove is machined.Another approach some piston manufacturers have
used to improve top ring durability is to weld nickel alloy into
the top ring groove. This was the approach used for the OEM pistons
in Saturn 1.9L engines made from 1991 to 2001. The 2002-03 Saturn
engine uses an anodized top ring groove.Low Tension RingsTo further
complicate the problem of heat management, rings have been getting
smaller. Starting in the 1980s, "low tension" piston rings began to
appear in many engines. Typical ring sizes today are 1.2 mm for the
top compression ring, 1.5 mm for the second ring, and 3.0 mm for
the oil ring. Some are even thinner. A few engines have top
compression rings only 1.0 mm thick, and the current Buick 3800 V6
uses a narrow 2.0 mm thick oil ring.The OEMs went to thinner,
shallower rings to improve fuel economy because the rings account
for up to 40 percent of an engines internal friction losses.
Thinner rings produce less drag and friction against the cylinder
walls. But the downside is they also reduce heat transfer between
the piston and cylinder because of the smaller area of contact
between the two. Consequently, pistons with low tension rings run
hotter than pistons with larger rings.Low tension rings also
present another problem. They are less able to handle bore
distortion. To maximize compression and minimize blowby, the
cylinder must be as round as possible. This often requires the use
of a torque plate when honing to simulate the bore distortion that
is produced by the cylinder head.Piston GeometryChanges in piston
geometry have also been made to improve their ability to survive at
higher temperatures. Russ Hayes, an engineer with Federal
Mogul/Sealed Power, said piston manufacturers used to grind most
pistons with a straight taper profile. When the piston got too hot,
it would contact the cylinder along a narrow area producing a thin
"wear strip" pattern on the side of the piston. "Now we use CNC
machining to do a barrel profile on our pistons. The diameter of
the piston in the upper land area is smaller to allow for more
thermal expansion and to spread any wall contact over a larger
area."Pistons are getting shorter and lighter. In the 1970s, a
typical 350 small block Chevy piston and pin assembly weighed
around 750 grams. The same parts in a late model Chevy LS1 engine
weigh only about 600 grams.Part of the weight reduction has been
achieved by reducing piston height and using shorter skirts. The
distance from center of the wrist pin to the top of the piston
(called "compression height") used to be 1.5 to 1.7 back in the
1970s, said Hayes. Today, wrist pins are located higher up. On Ford
4.6L engines, the compression height is 1.2, and its 1.3 on small
block Chevys.Moving the location of the wrist pin higher up on the
piston also allows the use of longer connecting rods, which improve
torque and make life easier on the bearings and rings.Some
aftermarket pistons are now available with wrist pins that have
been relocated upward slightly to compensate for resurfacing on the
block and heads. The other alternative is to shave the top of the
piston if the block has been resurfaced, but this reduces the depth
of the valve reliefs which may increase the risk of detonation
and/or valve damage.Pistons used to have long tail skirts (which
sometimes cracked or broke off). Now most pistons have mini-skirts.
Instead of a 2.5 skirt length, the piston may only have 1.5 skirt.
Shorter skirts reduce weight but also require a tighter fit between
the piston and cylinder bore to minimize piston rocking and noise.
Consequently, todays piston clearances are much less than before
(typically .001 to .0005 or less). Some have a zero clearance fit
or even a slight interference fit (made possible by special low
friction coatings).Piston MaterialsThe alloy from which a piston is
made not only determines its strength and wear characteristics, but
also its thermal expansion characteristics. Hotter engines require
more stable alloys to maintain close tolerances without
scuffing.Many pistons used to be made from "hypoeutectic" aluminum
alloys like SAE 332 which contains 8-1/2 to 10-1/2 percent
silicone. Today we see more "eutectic" alloy pistons which have 11
to 12 percent silicone, and "hypereutectic" alloys that have 12-1/2
to over 16 percent silicone.Silicone improves high heat strength
and reduces the coefficient of expansion so tighter tolerances can
be held as temperatures change. Hypereutectic pistons have a
coefficient of thermal expansion that is about 15 percent less than
that for standard F-132 alloy pistons. Because of this, the pistons
can be installed with a much tighter fit up to .0005 less clearance
may be needed depending on the application.Hypereutectic alloys are
also slightly lighter (about 2 percent) than standard alloys. But
the castings are often made thinner because the alloy is stronger,
resulting in a net reduction of up to 10 percent in the pistons
total weight.Hypereutectic alloys are more difficult to cast
because the silicon must be kept evenly dispersed throughout the
aluminum as the metal cools. Particle size must also be carefully
controlled so the piston does not become brittle or develop hard
spots making it difficult to machine. Some pistons also receive a
special heat treatment to further modify and improve the grain
structure for added strength and durability. A "T-6" heat
treatment, which is often used on performance pistons, increases
strength up to 30 percent.Machining hypereutectic pistons is also
more difficult because of the harder alloy. Consequently,
hypereutectic pistons typically cost several dollars more than
standard alloy pistons. Thats why most OEMs (except Ford) have gone
back to eutectic alloy pistons in their late model engines. High
copper eutectic alloys offer most of the advantages of
hypereutectic alloys without as much cost.Piston CoatingsSurvival
of the fittest also requires a high degree of scuff resistance.
Cold starts without adequate lubrication can cause piston scuffing.
The same thing can happen if the engine overheats.
Piston-to-cylinder clearances close up and the piston scuffs
against the bore. The initial start-up of a freshly built engine is
also a risky time for scuffing and is of special concern to engine
builders because thats when many warranty problems occur.Applying a
permanent low friction coating to the sides of the pistons provides
a layer of protection against scuffing. Many rebuilders have found
that using coated pistons has virtually eliminated warranty
problems due to scuffing.Many late model OEM engines including Ford
4.6L V8, Chrysler 3.2L, 3.5L, 3.8L and 4.0L, and GM 3.1L use
pistons with graphite moly-disulfide coatings on the piston skirt
to improve scuff resistance. Most aftermarket piston manufacturers
also offer some type of coated replacement pistons to rebuilders
who want them. Coatings typically add about a buck to the price of
a replacement piston, but the added scuff protection and reduction
in warranty claims more than offsets the higher cost say many
engine builders who use them."Thermal barrier" ceramic-metallic
coatings for the tops of pistons are another type of coating that
have been used on some diesel pistons and performance pistons.
Improving heat retention in the combustion chamber improves thermal
efficiency and makes more power. It also helps the piston run
cooler. But too much heat in the combustion chamber also increases
the risk of detonation and preignition, which is not a problem with
diesels but is with gasoline engines. So when a coating is used,
ignition timing must usually be retarded several degrees to reduce
the risk of detonation.Piston CrownsThe shape and finish on the
tops of pistons has also been changing. Flat top pistons have been
replaced by dished pistons, domed pistons and pistons with
intricate contours to swirl the fuel mixture and promote better
fuel atomization.Some piston crown designs can be very complex
because they are designed to produce the lowest possible emissions
with the best overall fuel efficiency. The shape of the crown
controls the movement of air and fuel as the piston comes up on the
compression stroke. This, in turn, affects the burn rate and what
happens inside the combustion chamber. Replacement pistons for
stock engines with complex piston designs should be the same as the
original to maintain the same emissions and performance
characteristics.With performance pistons, designs can be even more
specialized. Manufacturers have developed special "fast burn"
configurations that allow engines to safely handle more compression
without detonating.John Erb of United Engine & Machine
(Silvolite and KB Pistons) said an "Attenuator-Groove" is used on
some KB pistons to enhance the valve reliefs. The groove removes
two potential hot spots in the combustion chamber and improves
airflow and wet flow atomization.Another unique design feature,
said Erb, is the "Mini-Grooves" machined into the top ring land on
KB performance pistons. If the piston gets too hot, the top of the
piston swells causing the Mini-Grooves to contact the cylinder.
This momentary contact helps cool the piston to reduce the danger
of detonation and piston destruction.Piston PinsZollners Fullerton
says piston pin holes have also been changing. "Rather than being
round and straight, pin bores are taking on new shapes. Some are
oval and some are trumpet-shaped, flaring out toward the inside
edges of the pin bosses. The reason for these shapes is to
accommodate wrist pin bending and ovalization. These variances from
straight and round are quite small, measured in tenths of a
thousandth, but have proven to extend piston life."
A piston is a component of reciprocating engines, reciprocating
pumps, gas compressors and pneumatic cylinders, among other similar
mechanisms. It is the moving component that is contained by a
cylinder and is made gas-tight by piston rings. In an engine, its
purpose is to transfer force from expanding gas in the cylinder to
the crankshaft via a piston rod and/or connecting rod. In a pump,
the function is reversed and force is transferred from the
crankshaft to the piston for the purpose of compressing or ejecting
the fluid in the cylinder. In some engines, the piston also acts as
a valve by covering and uncovering ports in the cylinder wall.
Piston piston is a cylindrical engine component that slides back
and forth in the cylinder bore by forces produced during the
combustion process. The piston acts as a movable end of the
combustion chamber. The stationary end of the combustion chamber is
the cylinder head. Pistons are commonly made of a cast aluminum
alloy for excellent and lightweight thermal conductivity. Thermal
conductivity is the ability of a material to conduct and transfer
heat. Aluminum expands when heated and proper clearance must be
provided to maintain free piston movement in the cylinder bore.
Insufficient clearance can cause the piston to seize in the
cylinder. Excessive clearance can cause a loss of compression and
an increase in piston noise. Piston features include the piston
head, piston pin bore, piston pin, skirt, ring grooves, ring lands,
and piston rings. The piston head is the top surface (closest to
the cylinder head) of the piston which is subjected to tremendous
forces and heat during normal engine operation.A piston pin bore is
a through hole in the side of the piston perpendicular to piston
travel that receives the piston pin. A piston pin is a hollow shaft
that connects the small end of the connecting rod to the piston.
The skirt of a piston is the portion of the piston closest to the
crankshaft that helps align the piston as it moves in the cylinder
bore. Some skirts have profiles cut into them to reduce piston mass
and to provide clearance for the rotating crankshaft
counterweights.A ring groove is a recessed area located around the
perimeter of the piston that is used to retain a piston ring. Ring
lands are the two parallel surfaces of the ring groove which
function as the sealing surface for the piston ring. A piston ring
is an expandable split ring used to provide a seal between the
piston and the cylinder wall. Piston rings are commonly made from
cast iron. Cast iron retains the integrity of its original shape
under heat, load, and other dynamic forces. Piston rings seal the
combustion chamber, conduct heat from the piston to the cylinder
wall, and return oil to the crankcase.Piston rings commonly used
include the compression ring, wiper ring, and oil ring. A
compression ring is the piston ring located in the ring groove
closest to the piston head. The compression ring seals the
combustion chamber from any leakage during the combustion process.
When the air-fuel mixture is ignited, pressure from combustion
gases is applied to the piston head, forcing the piston toward the
crankshaft. The pressurized gases travel through the gap between
the cylinder wall and the piston and into the piston ring groove.
Combustion gas pressure forces the piston ring against the cylinder
wall to form a seal. Pressure applied to the piston ring is
approximately proportional to the combustion gas pressure.A wiper
ring is the piston ring with a tapered face located in the ring
groove between the compression ring and the oil ring. The wiper
ring is used to further seal the combustion chamber and to wipe the
cylinder wall clean of excess oil. Combustion gases that pass by
the compression ring are stopped by the wiper ring.An oil ring is
the piston ring located in the ring groove closest to the
crankcase. The oil ring is used to lubricate the cylinder wall
during piston movement. Excess oil is returned through ring
openings to the oil reservoir in the engine block.
The connecting link or arm between the Piston and the
Crankshaft. It converts the up-and-down (Reciprocating) motion of
the piston into the circular (rotary) motion of the spinning
Crankshaft. Often called con rod. It is an element which provides
connection between the piston and the crankshaft. It is made by
drop forging process, from the steel or duralumin. A lighter rod
produces less vibration and regulates power efficiently. Its usual
length is kept twice the stroke.Its small end which is connected to
the piston may be of solid eye, split eye or slotted type. The big
end which is connected to the crankcase pin split type and h as a
separate cap. The cap is secured to the body of the rod by means of
two or four big end bolts. In some of the connecting rods, through
hole or holes at the ends are provided for lubricating process.
The detachable metal (Aluminum or iron) plate or cap that is
bolted to the top of the Cylinder block. It is used to Cover the
tops of the cylinders, in many cases the cylinder head contains the
valves, it also forms part of the Combustion chamber. It has water
and oil passages for cooling and lubrication. It also holds the
Spark plugs. On most engines a Valve cover or Rocker arm cover is
located on top of the cylinder head. Some engines have just one
cylinder head covering several cylinders, while others have
separate heads for each cylinder. In some Motorcycle engines and
small engines, the cylinder head is not detachable -- it is Cast
with the cylinder which forms a blind hole.
A metal, split ring installed in the Groove on the outside wall
of the Piston. The ring contacts the sides of the Ring groove and
also rubs against the Cylinder wall thus sealing the space between
the piston and the wall. Poor rings can cause poor Compression and
severe Blowby. Often seen as blue smoke out the Exhaust
pipe.Functions of Piston rings:Following are the main functions of
Piston rings:1. To prevent the leakage of the compressed and
expanding cases above the piston into the crankcase.2. To control
and provide the lubricating oil between the piston skirt and
cylinder walls.3. To prevent the entry of the lubricating oil from
crank case to the combusion chamber above the piston head.4. To
scrap out the unnecessary and excessive lubricating oil from
cylinder walls.5. To prevent the deposit of carbon and other
matters on the piston head caused by burning of lubricant.6. To
provide easy transmission of heat from piston to cylinder walls7.
To balance the side tilting of the piston and to save its life to a
certain limitPiston ring Material:A ring should have excellent
heat, wear resisting and elastic qualities. Therefore fine grained
alloy cost iron has proved superior to any other material used for
this purpose. Rings of alloy steel with chromium or hard material
plating have also been used but they have not given the results
upto the mark.Types of piston rings:A piston ring consists of a set
of rings. There may be two, three or four numbers of rings in a
set. there are(a)Compression or Gas rings(b)Oil Regulated rings(c)
Spring expander piston rings
Crankshaft
Crankshaft is a main rotating shaft running the length of the
engine. The crankshaft is supported by Main bearings. Portions of
the shaft are offset to form throws to which the Connecting rods
are attached. As the Pistons move up and down, the Connecting rods
move the crankshaft around. The turning motion of the crankshaft is
transmitted to the Transmission and eventually to the driving
wheels..
The main parts of the crankshaft are crank pins, main journals,
balance weights, webs and flywheel flange. It also contains oil
passages for lubrication purposes as shown in the figure. It
carries a starting pulley at the front and a flywheel at the rear
end. The crankshaft may be of single piece as well as built up
type. In case of built up type, pins and journals are bolted to the
crank arms. The number of journals and the positions of the pins in
different planes depend upon the number of engine cylinders and
their arrangements. The material used for the crankshaft is
generated described as copper chromium with high carbon and some
silicon. A thrust collar provided on one of the main bearings so as
to sustain the axial loads along the axis of the crankshaft.
Belt &PulleyA belt and pulley system is characterized by two
or more pulleys in common to a belt. This allows for mechanical
power, torque, and speed to be transmitted across axes and, if the
pulleys are of differing diameters, a mechanical advantage to be
realized. A belt drive is analogous to that of a chain drive,
however a belt sheave may be smooth (devoid of discrete
interlocking members as would be found on a chain sprocket, spur
gear, or timing belt) so that the mechanical advantage is given by
the ratio of the pitch diameter of the sheaves only (one is not
able to count 'teeth' to determine gear ratio).
Belt DrivesWe supply belt drives for use as positive-locking or
force-locking drive components. An example of a well-known
force-locking drive component is a V-belt and an example of a
positive-locking one is a timing belt.Main characteristics of belt
drives Force-locking belt drives Force-locking belt drives are
characterised by the simple construction of the entire belt
transmission. Most drives work without the need for further drive
components such as couplings or torque limiters; Belt drives offer
a wide scope of application in terms of the power that can be
transmitted and reliable rotational speeds; Belt drives require
minimal maintenance and do not require lubrication; Belt drives are
easy to install; A maximum transmission ratio of up to 1:12 is
possible. With ribbed belts, ratios of up to 1:35 can be reached;
Unlike gear pairs, belt drives with two pulleys have the same sense
of rotation; Multiple shaft drives, whether they have the same or
opposite directions of movement, can be dismantled cheaply and
easily; The power train is highly flexible thanks to the elasticity
of the belts and the force-locking transmission of the drive force.
Flexible couplings are usually unnecessary!Positive-locking belt
drives Positive-locking, non-slip power transmission; Thanks to the
lack of slippage, transmission ratios are constant; Generally
speaking, belt drives require minimal maintenance and do not
require lubrication; Transmission ratios of up to 1:10 are
possible; Power transmission without pre-stressing force and
without additional load on the bearing; The lowest of
circumferential speeds can be achieved with ease; Simple design of
entire belt transmission. Most drives work without the need for
further drive components such as couplings; Unlike with gear pairs,
the sense of rotation remains the same when belt drives with two
pulleys are used; Multiple shaft drives, whether they have the same
or opposite directions of movement, can be dismantled cheaply and
easily; High circumferential speeds of up to 80 m/s as well as
rotational speeds of up to 20000 rpm are possible; The power train
is flexible thanks to the elasticity of the belts and the spreading
of the load over all the engaged teeth. Flexible couplings are
usually unnecessary! An efficiency factor of up to 98% is possible.
Belts are the cheapest utility for power transmission between
shafts that may not be axially aligned. Power transmission is
achieved by specially designed belts and pulleys. The demands on a
belt drive transmission system are large and this has led to many
variations on the theme. They run smoothly and with little noise,
and cushion motor and bearings against load changes, albeit with
less strength than gears or chains. However, improvements in belt
engineering allow use of belts in systems that only formerly
allowed chains or gears. Power transmitted between a belt and a
pulley is expressed as the product of difference of tension and
belt velocity:[1] where, T1 and T2 are tensions in the tight side
and slack side of the belt respectively. They are related as:
where, is the coefficient of friction, and is the angle subtended
by contact surface at the centre of the pulley.Flat belts
The drive belt: used to transfer power from the engine's
flywheel. Here shown driving a threshing machine.Flat belts were
used early in line shafting to transmit power in factories.[2] They
were also used in countless farming, mining, and logging
applications, such as bucksaws, sawmills, threshers, silo blowers,
conveyors for filling corn cribs or haylofts, balers, water pumps
(for wells, mines, or swampy farm fields), and electrical
generators. The flat belt is a simple system of power transmission
that was well suited for its day. It delivered high power for high
speeds (500hp for 10,000ft/min), in cases of wide belts and large
pulleys. These drives are bulky, requiring high tension leading to
high loads, so vee belts have mainly replaced the flat-belts except
when high speed is needed over power. The Industrial Revolution
soon demanded more from the system, and flat belt pulleys needed to
be carefully aligned to prevent the belt from slipping off. Because
flat belts tend to climb towards the higher side of the pulley,
pulleys were made with a slightly convex or "crowned" surface
(rather than flat) to keep the belts centered. Flat belts also tend
to slip on the pulley face when heavy loads are applied and many
proprietary dressings were available that could be applied to the
belts to increase friction, and so power transmission. Grip was
better if the belt was assembled with the hair (i.e. outer) side of
the leather against the pulley although belts were also often given
a half-twist before joining the ends (forming a Mbius strip), so
that wear was evenly distributed on both sides of the belt (DB).
Belts were joined by lacing the ends together with leather
thonging,[3][4] or later by steel comb fasteners.[5] A good modern
use for a flat belt is with smaller pulleys and large central
distances. They can connect inside and outside pulleys, and can
come in both endless and jointed construction. Round beltsRound
belts are a circular cross section belt designed to run in a pulley
with a 60 degree V-groove. Round grooves are only suitable for
idler pulleys that guide the belt, or when (soft) O-ring type belts
are used. The V-groove transmits torque through a wedging action,
thus increasing friction. Nevertheless, round belts are for use in
relatively low torque situations only and may be purchased in
various lengths or cut to length and joined, either by a staple, a
metallic connector (in the case of hollow plastic), glueing or
welding (in the case of polyurethane). Early sewing machines
utilized a leather belt, joined either by a metal staple or glued,
to great effect.[edit] Vee belts
Belts on a Yanmar 2GM20 marine diesel engine.
A multiple-V-belt drive on an air compressor.Vee belts (also
known as V-belt or wedge rope) solved the slippage and alignment
problem. It is now the basic belt for power transmission. They
provide the best combination of traction, speed of movement, load
of the bearings, and long service life. The V-belt was developed in
1917 by John Gates of the Gates Rubber Company. They are generally
endless, and their general cross-section shape is trapezoidal. The
"V" shape of the belt tracks in a mating groove in the pulley (or
sheave), with the result that the belt cannot slip off. The belt
also tends to wedge into the groove as the load increases the
greater the load, the greater the wedging action improving torque
transmission and making the V-belt an effective solution, needing
less width and tension than flat belts. V-belts trump flat belts
with their small center distances and high reduction ratios. The
preferred center distance is larger than the largest pulley
diameter, but less than three times the sum of both pulleys.
Optimal speed range is 10007000ft/min. V-belts need larger pulleys
for their larger thickness than flat belts. They can be supplied at
various fixed lengths or as a segmented section, where the segments
are linked (spliced) to form a belt of the required length. For
high-power requirements, two or more vee belts can be joined
side-by-side in an arrangement called a multi-V, running on
matching multi-groove sheaves. The strength of these belts is
obtained by reinforcements with fibers like steel, polyester or
aramid (e.g. Twaron or Kevlar). This is known as a multiple-V-belt
drive (or sometimes a "classical V-belt drive"). When an endless
belt does not fit the need, jointed and link V-belts may be
employed. However they are weaker and only usable at speeds up to
4000ft/min. A link v-belt is a number of rubberized fabric links
held together by metal fasteners. They are length adjustable by
disassembling and removing links when needed. Multi-groove beltsA
multi-groove or polygroove belt[6] is made up of usually 5 or 6 "V"
shapes along side each other. This gives a thinner belt for the
same drive surface, thus it is more flexible, although often wider.
The added flexibility offers an improved efficiency, as less energy
is wasted in the internal friction of continually bending the belt.
In practice this gain of efficiency causes a reduced heating effect
on the belt and a cooler-running belt lasts longer in service.A
further advantage of the polygroove belt, and the reason they have
become so popular, stems from the ability for them to be run over
pulleys on the ungrooved back of the belt. Although this is
sometimes done with Vee belts with a single idler pulley for
tensioning, a polygroove belt may be wrapped around a pulley on its
back tightly enough to change its direction, or even to provide a
light driving force.[7]Any Vee belt's ability to drive pulleys
depends on wrapping the belt around a sufficient angle of the
pulley to provide grip. Where a single-Vee belt is limited to a
simple convex shape, it can adequately wrap at most three or
possibly four pulleys, so can drive at most three accessories.
Where more must be driven, such as for modern cars with power
steering and air conditioning, multiple belts are required. As the
polygroove belt can be bent into concave paths by external idlers,
it can wrap any number of driven pulleys, limited only by the power
capacity of the belt.[7]This ability to bend the belt at the
designer's whim allows it to take a complex or "serpentine" path.
This can assist the design of a compact engine layout, where the
accessories are mounted more closely to the engine block and
without the need to provide movable tensioning adjustments. The
entire belt may be tensioned by a single idler pulley. Ribbed beltA
ribbed belt is a power transmission belt featuring lengthwise
grooves. It operates from contact between the ribs of the belt and
the grooves in the pulley. Its single-piece structure is reported
to offer an even distribution of tension across the width of the
pulley where the belt is in contact, a power range up to 600kW, a
high speed ratio, serpentine drives (possibility to drive off the
back of the belt), long life, stability and homogeneity of the
drive tension, and reduced vibration. The ribbed belt may be fitted
on various applications: compressors, fitness bikes, agricultural
machinery, food mixers, washing machines, lawn mowers, etc.Film
beltsThough often grouped with flat belts, they are actually a
different kind. They consist of a very thin belt (0.5-15
millimeters or 100-4000 micrometres) strip of plastic and
occasionally rubber. They are generally intended for low-power
(10hp or 7kW), high-speed uses, allowing high efficiency (up to
98%) and long life. These are seen in business machines, printers,
tape recorders, and other light-duty operations. Timing belts
Timing belt
Belt-drive cog on a belt-driven bicycleTiming belts, (also known
as toothed, notch, cog, or synchronous belts) are a positive
transfer belt and can track relative movement. These belts have
teeth that fit into a matching toothed pulley. When correctly
tensioned, they have no slippage, run at constant speed, and are
often used to transfer direct motion for indexing or timing
purposes (hence their name). They are often used in lieu of chains
or gears, so there is less noise and a lubrication bath is not
necessary. Camshafts of automobiles, miniature timing systems, and
stepper motors often utilize these belts. Timing belts need the
least tension of all belts, and are among the most efficient. They
can bear up to 200hp (150kW) at speeds of 16,000ft/min.Timing belts
with a helical offset tooth design are available. The helical
offset tooth design forms a chevron pattern and causes the teeth to
engage progressively. The chevron pattern design is self-aligning.
The chevron pattern design does not make the noise that some timing
belts make at certain speeds, and is more efficient at transferring
power (up to 98%).Disadvantages include a relatively high purchase
cost, the need for specially fabricated toothed pulleys, less
protection from overloading and jamming, and the lack of clutch
action.Specialty beltsBelts normally transmit power on the tension
side of the loop. However, designs for continuously variable
transmissions exist that use belts that are a series of solid metal
blocks, linked together as in a chain, transmitting power on the
compression side of the loop.Belt tensionPower transmission is a
function of belt tension. However, also increasing with tension is
stress (load) on the belt and bearings. The ideal belt is that of
the lowest tension which does not slip in high loads. Belt tensions
should also be adjusted to belt type, size, speed, and pulley
diameters. Belt tension is determined by measuring the force to
deflect the belt a given distance per inch of pulley. Timing belts
need only adequate tension to keep the belt in contact with the
pulley.Rope Last updated 0 seconds ago
Coils of rope used for long-line fishingA rope is a length of
fibres twisted or braided together to improve their neatness and
usability. Ropes have tensile strength and so can be used for
dragging and lifting, but are far too flexible to provide
compressive strength. As a result, they cannot be used for pushing
or similar compressive applications. Rope is thicker and stronger
than similarly constructed cord, line, string, and twine.
Why use a chain drive?Chain drives have characteristics which,
in certain applications, are more favourable than belt drives or
gear drives for providing power transmission between two or more
shafts. Their major advantage over V-belt drives is that there is
no-slip. A V-belt can slip over the pulleys and hence a constant
drive speed is not assured. The positive action of the tooth and
sprocket in a chain drive means that chain drive assemblies will be
more compact than belt drive assemblies.
Chain drives are often preferred to geared drives because they
have less rigorous design requirements. For example shaft alignment
is less critical for a chain drive. Often the centre distance
between shafts is too long for geared drives so a chain drive is
used.
Types of Power Transmission Chain:The most common form of chain
drive is the roller chain drive found in applications such as the
push-bike, motor bike and car timing chain. Another common form is
the inverted tooth or silent chain. For specific information on
transmission chains refer to the MECHANICAL DESIGN DATA MANUAL.
Design requirements.The most favourable position for a chain
drive is with the sprocket centre lines in the same horizontal
plane or inclined at an angle up to 60 degrees. Vertical drives
should be avoided. Ideally the centre distance between sprockets
should be between 30 and 50 times the chain pitch.
30xPitch(P) * Distance between shaft centres (C) * 50xP
Chain drives are designed with centre to centre adjustment.
Wherever possible sprockets should have more than 17 teeth. This
is because the chain forms a polygon (not a circle) around the
sprocket. If low teeth numbers are used a cyclic drive speed
variation will occur which is called cordal speed variation. If
this speed variation is not critical to design specification of the
equipment then lower teeth numbers may be used at low drive speeds
(say less than 3 m/sec). At higher speeds cordal speed variation
will cause excessive sprocket wear. Sprockets with 17 to 25 teeth
running at speeds greater than 3 m/sec should be heat treated to
give a tough, wear-resistant surface with a Rockwell 'C' hardness
35 to 45.DESIGN PROCEDURE
This design procedure complies with BS 228: 1970.
Chain drive design is done by following this procedure and
referring to the DESIGN DATA MANUAL page 77.
1. Calculate the drive ratio R (velocity ratio) given the input
RPM and output RPM.
2. Select sprocket tooth numbers. In order to reduce costs
standard sprockets are used - (Chart 1 p77).
3. Determine the Service (selection) factor. The service factor
takes into consideration the conditions under which the chain drive
will be working. Shock loads created by the driving machinery and
driven load require more robust design. Using Chart 2 in the DESIGN
DATA MANUAL determine the type (class) of the driven machinery,
then choose the correct column for the driving machinery and
determine the selection factor for the number of teeth on the
smaller sprocket.
4. Calculate the Design (selection) power.
5. Select chain size from the power rating chart. The design
power rating for simplex, duplex and triplex chains are shown in
the three columns on the left hand side of the chart. Wherever
possible simplex chains are used. The design power on the vertical
axis is referenced with the speed of the smaller sprocket on the
horizontal axis to obtain a chain size and lubrication
requirements.
6. Check the maximum sprocket bores against the required shaft
diameters if known. List or tabulate details of stock numbers for
chain, sprockets and bushes.
7. Determine a suitable centre distance if not given. As
mentioned a centre distance 30 to 50 times the chain pitch is
recommended.
8. Determine the length of chain in number of pitches.Round off
answer to an even number of pitches.
As the chain must be made up of an even number of pitches, the
actual centre distance must be redetermined so that it corresponds
to the chain length calculated above.
9. Calculate the actual centre distance CA.
10. Determine the sprocket pitch diameters and other dimensions
as required.
PCDsprocket = number of teeth in sprocket * PCD factor
or
WORKED EXAMPLESelect a suitable chain drive to transmit 2.5kW
from a geared electric motor running at 200RPM to a rotary kiln
running at 80RPM. Assume moderate (medium impulsive) shock loads.
Using a centre distance which is twice the pitch diameter of the
wheel sprocket, determine:
(a) the length of the chain in pitches,(b) the actual centre
distance.
Data:Power transmitted (P) = 2.5kWPrime mover - geared electric
motor; RPM=200Driven machine - rotary kiln (medium impulsive load);
RPM=80'Anticipated' centre distance (C) = 2*PCDwheel sprocket
Solution:1. Calculate the drive ratio.2. Select sprocket tooth
numbers.
n=number of teeth in pinionN=number of teeth in wheel
(driven)N=R*nn1719202123
N42.547.55052.557.5
The first available combination is:
n=23,N=57
Exact Drive Ratio (R) =57/23= 2.478 which is within 1% of
desired ratio
3. Determine the service factor.Using the table on Chart 2;
n=23
Medium impulsive load (class 2) Steady electric motor input
Service factor=1.03
4. Calculate the design power.
P=Theoretical power*service factor P=2.5kW*1.03 P=2.575kW
5. Select chain size.Refer chart 19T pinions Chain:
simplex;RPM=200;P=2.575kW.
Chain can be:
15.875mm pitch, manual lubrication 19.05mm pitch, drip
lubrication
6. List catalogue information. Chain;Choose 5/8" (15.875mm)
lubrication: Class 1 (manual) Reynold chain No 110056.
Pinion;n=23 Number with Plain bore: 213015 (14mm stock, 55mm
max) Number with taper bore 213015/9 (Bush No TB1610)
PCD=116.59mm
Wheel:N=57 Number with Plain bore: 213042 (24mm stock, 50mm max)
Number with taper bore: 213043/9 (Bush No TB2012)
7. Determine centre distance.
Given: C = 2*PCDwheel = 2*288.19 = 576mm
8. Length of chain in pitches.
9. Actual centre distance (CA).
Gear Design
Gears have been around for hundreds of years and are as old as
almost any machinery ever invented by mankind. Gears were first
used in various construction jobs, water raising devices and for
weapons like catapults.Nowadays gears are used on a daily basis and
can be found in most peoples everyday life from clocks to cars
rolling mills to marine engines. Gears are the most common means of
transmitting power in mechanical engineering.Gears are used in
almost all mechanical devices and they do several important jobs,
but most important, they provide a gear reduction. This is vital to
ensure that even though there is enough power there is also enough
torque(is a movement of force).
Spur GearsSpur gears are the most common type of gear they have
straight teeth and are mounted on parallel shafts. The main reason
for the popularity of spur gears is their simplicity in design,
easy manufacturer and maintenance. However due to their design spur
gears create large stress on the gear teeth. Spur gears are known
as slow speed gears. Spur gears are seen as noisy due to their
design so if noise is not a problem spur gears can be used at
almost any speed. Spur gears are noisy because every time a gear
tooth engages a tooth on the other gear, the teeth collide, and
this impact makes a noise. Spur gears can be found in applications
like washing machines and electric screwdrivers but due to the
noise you will never find them in your car.
The notes below relate to spur gears. Notes specific to helical
gears are included on a separate pageHelical GearsIntroductionGears
are machine elements used to transmit rotary motion between two
shafts, normally with a constant ratio. The pinion is the smallest
gear and the larger gear is called the gear wheel.. A rack is a
rectangular prism with gear teeth machined along one side- it is in
effect a gear wheel with an infinite pitch circle diameter. In
practice the action of gears in transmitting motion is a cam action
each pair of mating teeth acting as cams.Gear design has evolved to
such a level that throughout the motion of each contacting pair of
teeth the velocity ratio of the gears is maintained fixed and the
velocity ratio is still fixed as each subsequent pair of teeth come
into contact. When the teeth action is such that the driving tooth
moving at constant angular velocity produces a proportional
constant velocity of the driven tooth the action is termed a
conjugate action. The teeth shape universally selected for the gear
teeth is the involute profile.
Consider one end of a piece of string is fastened to the OD of
one cylinder and the other end of the string is fastened to the OD
of another cylinder parallel to the first and both cylinders are
rotated in the opposite directions to tension the string(see figure
below). The point on the string midway between the cylinder P is
marked. As the left hand cylinder rotates CCW the point moves
towards this cylinder as it wraps on . The point moves away from
the right hand cylinder as the string unwraps.The point traces the
involute form of the gear teeth.
The lines normal to the point of contact of the gears always
intersects the centre line joining the gear centres at one point
called the pitch point.For each gear the circle passing through the
pitch point is called the pitch circle.The gear ratio is
proportional to the diameters of the two pitch circles.For metric
gears (as adopted by most of the worlds nations) the gear
proportions are based on the module.m = (Pitch Circle Diameter(mm))
/ (Number of teeth on gear).In the USA the module is not used and
instead the Diametric Pitch d pis used d p = (Number of Teeth) /
Diametrical Pitch (inches)
Profile of a standard 1mm module gear teeth for a gear with
Infinite radius (Rack ).Other module teeth profiles are directly
proportion . e.g. 2mm module teeth are 2 x this profile
Many gears trains are very low power applications with an object
of transmitting motion with minium torque e.g. watch and clock
mechanisms, instruments, toys, music boxes etc. These applications
do not require detailed strength calculations.
Standards AGMA 2001-C95 or AGMA-2101-C95 Fundamental Rating
factors and Calculation Methods for involute Spur Gear and Helical
Gear Teeth BS 436-4:1996, ISO 1328-1:1995..Spur and helical gears.
Definitions and allowable values of deviations relevant to
corresponding flanks of gear teeth BS 436-5:1997, ISO
1328-2:1997..Spur and helical gears. Definitions and allowable
values of deviations relevant to radial composite deviations and
runout information BS ISO 6336-1:1996 ..Calculation of load
capacity of spur and helical gears. Basic principles, introduction
and general influence factors BS ISO 6336-2:1996..Calculation of
load capacity of spur and helical gears. Calculation of surface
durability (pitting) BS ISO 6336-3:1996..Calculation of load
capacity of spur and helical gears. Calculation of tooth bending
strength BS ISO 6336-5:2003..Calculation of load capacity of spur
and helical gears. Strength and quality of materials
If it is necessary to design a gearbox from scratch the design
process in selecting the gear size is not complicated - the various
design formulea have all been developed over time and are available
in the relevant standards.However significant effort, judgement and
expertise is required in designing the whole system including the
gears, shafts , bearings, gearbox, lubrication.For the same duty
many different gear options are available for the type of gear ,
the materials and the quality.It is always preferable to procure
gearboxes from specialised gearbox manufacturers
Terminology - spur gears Diametral pitch (d p )...... The number
of teeth per one inch of pitch circle diameter. Module. (m) ......
The length, in mm, of the pitch circle diameter per tooth. Circular
pitch (p)...... The distance between adjacent teeth measured along
the are at the pitch circle diameter Addendum ( h a )...... The
height of the tooth above the pitch circle diameter. Centre
distance (a)...... The distance between the axes of two gears in
mesh. Circular tooth thickness (ctt)...... The width of a tooth
measured along the are at the pitch circle diameter. Dedendum ( h f
)...... The depth of the tooth below the pitch circle diameter.
Outside diameter ( D o )...... The outside diameter of the gear.
Base Circle diameter ( D b ) ...... The diameter on which the
involute teeth profile is based. Pitch circle dia ( p ) ...... The
diameter of the pitch circle. Pitch point...... The point at which
the pitch circle diameters of two gears in mesh coincide. Pitch to
back...... The distance on a rack between the pitch circle diameter
line and the rear face of the rack. Pressure angle ...... The angle
between the tooth profile at the pitch circle diameter and a radial
line passing through the same point. Whole depth...... The total
depth of the space between adjacent teeth.
Spur Gear DesignThe spur gear is is simplest type of gear
manufactured and is generally used for transmission of rotary
motion between parallel shafts.The spur gear is the first choice
option for gears except when high speeds, loads, and ratios direct
towards other options.Other gear types may also be preferred to
provide more silent low-vibration operation.A single spur gear is
generally selected to have a ratio range of between 1:1 and 1:6
with a pitch line velocity up to 25 m/s.The spur gear has an
operating efficiency of 98-99%.The pinion is made from a harder
material than the wheel.A gear pair should be selected to have the
highest number of teeth consistent with a suitable safety margin in
strength and wear. The minimum number of teeth on a gear with a
normal pressure angle of 20 desgrees is 18.
The preferred number of teeth are as follows12 13 14 15 16 18 20
22 24 25 28 30 32 34 38 40 45 50 54 6064 70 72 75 80 84 90 96 100
120 140 150 180 200 220 250
Materials used for gearsMild steel is a poor material for gears
as as it has poor resistance to surface loading. The carbon content
for unhardened gears is generally 0.4%(min) with 0.55%(min) carbon
for the pinions.Dissimilar materials should be used for the meshing
gears - this particularly applies to alloy steels.Alloy steels have
superior fatigue properties compared to carbon steels for
comparable strengths.For extremely high gear loading case hardened
steels are used the surface hardening method employed should be
such to provide sufficient case depth for the final grinding
process used.
MaterialNotesapplications
Ferrous metals
Cast IronLow Cost easy to machine with high dampingLarge
moderate power, commercial gears
Cast SteelsLow cost, reasonable strengthPower gears with medium
rating to commercial quality
Plain-Carbon SteelsGood machining, can be heat treatedPower
gears with medium rating to commercial/medium quality
Alloy SteelsHeat Treatable to provide highest strength and
durabilityHighest power requirement. For precision and high
precisiont
Stainless Steels (Aust)Good corrosion resistance.
Non-magneticCorrosion resistance with low power ratings. Up to
precision quality
Stainless Steels (Mart)Hardenable, Reasonable corrosion
resistance, magneticLow to medium power ratings Up to high
precision levels of quality
Non-Ferrous metals
Aluminium alloys Light weight, non-corrosive and good
machinability Light duty instrument gears up to high precision
quality
Brass alloys Low cost, non-corrosive, excellent machinability
low cost commercial quality gears. Quality up to medium
precision
Bronze alloys Excellent machinability, low friction and good
compatability with steel For use with steel power gears. Quality up
to high precision
Magnesium alloys Light weight with poor corrosion resistance
Ligh weight low load gears. Quality up to medium precision
Nickel alloys Low coefficient of thermal expansion. Poor
machinability Special gears for thermal applications to commercial
quality
Titanium alloys High strength, for low weight, good corrosion
resistance Special light weight high strength gears to medium
precision
Di-cast alloys Low cost with low precision and strength High
production, low quality gears to commercial quality
Sintered powder alloys Low cost, low quality, moderate strength
High production, low quality to moderate commercial quality
Non metals
Acetal (Delrin Wear resistant, low water absorbtionLong life ,
low load bearings to commercial quality
Phenolic laminates Low cost, low quality, moderate strength High
production, low quality to moderate commercial quality
Nylons No lubrication, no lubricant, absorbs water Long life at
low loads to commercial quality
PTFE Low friction and no lubrication Special low friction gears
to commercial quality
Equations for basic gear relationshipsIt is acceptable to
marginally modify these relationships e.g to modify the addendum
/dedendum to allow Centre Distance adjustments. Any changes
modifications will affect the gear performance in good and bad
ways...
Addendum h a = m = 0.3183 p
Base Circle diameterDb = d.cos
Centre distance a = ( d g + d p) / 2
Circular pitch p = m.
Circular tooth thickness ctt = p/2
Dedendum h f = h - a = 1,25m = 0,3979 p
Module m = d /z
Number of teeth z = d / m
Outside diameter D o = (z + 2) x m
Pitch circle diameter d = z . m ... (d g = gear & d p =
pinion )
Whole depth(min) h = 2.25 . m
Top land width(min) t o = 0,25 . m
Module (m) The module is the ratio of the pitch diameter to the
number of teeth. The unit of the module is milli-metres.Below is a
diagram showing the relative size of teeth machined in a rack with
module ranging from module values of 0,5 mm to 6 mm
The preferred module values are 0,50,81 1,25 1,5 2,5 3 4 5 6 8
10 12 16 20 25 32 40 50
Normal Pressure angle An important variable affecting the
geometry of the gear teeth is the normal pressure angle.This is
generally standardised at 20o.Other pressure angles should be used
only for special reasons and using considered judgment. The
following changes result from increasing the pressure angle
Reduction in the danger of undercutting and interference Reduction
of slipping speeds Increased loading capacity in contact, seizure
and wear Increased rigidity of the toothing Increased noise and
radial forces
Gears required to have low noise levels have pressure angles 15o
to17.5o
Contact RatioThe gear design is such that when in mesh the
rotating gears have more than one gear in contact and transferring
the torque for some of the time. This property is called the
contact ratio.This is a ratio of the length of the line-of-action
to the base pitch. The higher the contact ratio the more the load
is shared between teeth.It is good practice to maintain a contact
ratio of 1.2 or greater. Under no circumstances should the ratio
drop below 1.1.
A contact ratio between 1 and 2 means that part of the time two
pairs of teeth are in contact and during the remaining time one
pair is in contact. A ratio between 2 and 3 means 2 or 3 pairs of
teeth are always in contact. Such as high contact ratio generally
is not obtained with external spur gears, but can be developed in
the meshing of an internal and external spur gear pair or specially
designed non-standard external spur gea