Experimental Analysis of Rolling Torque and Thermal Inlet Shear Heating in Tapered Roller Bearings

Abstract

The investigation in this article focuses on the rolling resistance torque and thermal inlet shear factor in tapered roller bearings (TRBs) through systematic experiments using a modular test setup. TRBs typically operate under Elastohydrodynamic Lubrication (EHL) conditions. At sufficiently high speeds, the majority of rolling friction is due to a significant shift of the pressure centre in the EHL contact. While at lower speeds, sliding friction in the roller-rib contact becomes dominant, which operates under mixed lubrication conditions. Limited literature exists on the impact of inlet shear heating on effective lubricant temperature (Tin_c) and rolling friction in TRBs. To fill this gap, experimental measurements of the total frictional torque under axial loading at different speeds and oil temperatures are performed. With existing models for different friction contributions described in the literature, the rolling resistance due to EHL has been determined for various operating conditions. The effects of dimension-less speed (U), material (G), and load (W) parameters have also been investigated. Under fully flooded conditions, it was observed that the influence of material (G) and load (W) parameters on rolling friction is minor, while the impact of velocity (U) is significant. In the context of rolling resistance, the heating due to shear of the lubricant in the inlet zone plays a significant role. For higher rotational velocities, the estimated rotational torque reduction resulting from inlet shear heating was found to be approximately 6–8%.