Experimental Study of Lubricant Distribution and Lubrication Enhancement Induced by Ball Bearing Cage

Abstract

Abstract The bearing cage played a pivotal role in affecting the lubricant redistribution and lubrication states. In this study, a cage unit is incorporated into an optical ball-on-disc apparatus for the purpose of a quantitative study of cage-induced lubrication phenomena. It is found that the presence of the lubricant layer on the ball surface, shaped by the cage, affects the inlet lubricant supply of contact between the ball and the glass disc. Thereafter, the oil reservoirs surrounding the contact area and the film thickness were measured. The results showed that the lubricant reservoirs and inlet lubricant supplement were significantly improved with the employment of the cages. In addition, the lubrication state transformed from starved to fully flooded, effectively enhancing the lubrication state. Moreover, the lubricant on the steel ball surface moved from the side bands to the central rolling track, indicating that the lubricant redistribution was the main reason for the lubricating enhancement. Notably, the groove modification on the inner surface of the cage pocket facilitated the directional lubricant migration and the migration effect depended on the groove angles. In conclusion, these results offer an in-depth understanding of the bearing lubrication mechanism, thereby inspiring advancements in cage design and lubricant flow regulation.