Dte One

Design of Machine Elements-II 18ME62
Module 5
LUBRICATION AND BEARINGS
Design Considerations
In the first group are those whose values either are given or are under the control of
the designer. These are:
The viscosity Z
The load per unit of projected bearing area, p
The speed N
The bearing dimensions r, c, and l
In the second group are the dependent variables. The designer cannot control these
except indirectly by changing one or more of the first group. These are:
The coefficient of friction f
The temperature rise T
The volume flow rate of oil Q
The minimum film thickness h0
Bearing Design Parameters:

Bearing Pressure
Bearing Modulus
Sommerfeld Number
Minimum Film Thickness variable
Coefficient of friction variable
Flow variable
Department of Mechanical Engineering, ATMECE, Mysuru Page 225

Bearing Pressure
BEARING PRESSURE = Load / Projected area of the

bearing = W / L*d = W/2*r*L
If L/d is > 1, the bearing is said to be a long bearing. If

L/d is < 1, the bearing is said to be a short bearing. If
L/d is = 1, the bearing is said to be a Square bearing.
If the length of the bearing is very large compared to its diameter, L/d= _, such a bearing
is said to be an idealized bearing with no side leakage.
The load carrying capacity of long bearing is better than that of the short bearings. From the
point of view of reduced side leakage, long bearings are preferable. However, space
requirements, manufacturing tolerances, Heat carrying capacity and shaft deflections are
better met with short bearings.
For general purpose machinery L/d= 1 to 2.
Bearing Modulus (ZNI/p)
Bearing Modulus is a dimensionless parameter on which the coefficient friction in a bearing
depends (Fig.7.25). In the region to the left of Point C, operating conditions are severe and
mixed lubrication occurs. Small change in speed or increase in load can reduce ZN_/p and a

small education in ZN_/p can increase the coefficient of friction drastically. This increases heat
which reduces the viscosity of the lubricant. This further reduces ZN_/p leading to further
increase in friction.
This has a compounding effect on the bearing leading to destruction of Oil film and resulting
in metal to metal contact. In order to prevent such conditions, the bearing should operate
with a ZN_/p at least three times the minimum value of the bearing modulus (K).
Suppose we are operating to the right of the line BA and there is an increase in lubricating
temperature. This results in lower viscosity and hence a smaller value of the ZN_/p. The
coefficient of friction decreases, and consequently the lubricating temperature drops. Thus the
region to the ri
correcting.
Attitude angle locates the position of minimum film thickness with respect to load line =
Journal or the shaft center
O = Bearing center
e = Eccentricity
The radial clearance or half of the initial difference in diameters is represented by c which
is in the order of 1/1000 of the journal diameter.
n = e/c, and is defined as eccentricity ratio
If n = 0, then there is no load, if n = 1, then the shaft touches the bearing surface under
externally large loads the following relationship can be
h= c(1+ n cos_)
hmax= c+e = c(1+n)
hmin = c-e = c(1-n)

The relationship between attitude, radial clearance and minimum oil film thickness is given by:
n= 1- (ho/c)
Sommerfeld number
The bearing characteristic number, or the Sommerfeld number, is defined by
The Sommerfeld number is very important in lubrication analysis because it contains many of
the parameters that are specified by the designer.
The parameter r/c is called the radial clearance ratio.
The relation between Sommerfeld number and Attitude of the bearing is shown in the figure.
Attitude v/s Sommerfeld number
If S=0.15 or greater than 0.15, the bearing is a Lightly loaded bearing. If
S is lesser than 0.15, the bearing is a Heavily loaded bearing.

If S=0.15 or greater than 0.15, the bearing is a Lightly loaded bearing.

If S is lesser than 0.15, the bearing is a heavily loaded bearing.
In Raimondi and Boyd method, the performance of a bearing is expressed in terms of

Dimensionless parameters The results of their work is available in the form of charts and
tables.
Why to study Friction, Wear & Lubrication?
Moving parts of every machine is subjected to friction and wear. Friction consumes and wastes
energy. Wear causes changes in dimensions and eventual breakdown of the machine element
and the entire machine. The loss of just a few milligrams of material in the right place, due to
wear can cause a production machine or an automobile to be ready for replacement. If we
imagine the amount of material rendered useless by way of wear, it is startling! Lots of
materials ranging from Antimony to zinc, including titanium, vanadium, iron, carbon, copper,
aluminum etc., would be lost. It is therefore essential to conserve the natural resources through
reduction in wear. Lubrication plays a vital role in our great and complex civilization.
Bearings
A bearing is machine part, which support a moving element and confines its motion. The
supporting member is usually designated as bearing and the supporting member may be
journal. Since there is a relative motion between the bearing and the moving element, a certain

amount of power must be absorbed in overcoming friction, and if the surface actually touches,
there will be a rapid wear.
Classification:
Bearings are classified as follows:
Depending upon the nature of contact between the working surfaces:-
Sliding contact bearings and
Rolling contact bearings.
SLIDING BEARINGS:
Hydrodynamically lubricated bearings
Bearings with boundary lubrication
Bearings with Extreme boundary lubrication.
Bearings with Hydrostatic lubrication.
Rolling element bearings:
Ball bearings
Journal bearing:
It is one, which forms the sleeve around the shaft and supports a bearing at right angles to the
axis of the bearing. The portion of the shaft resting on the sleeve is called the journal.
Example of journal bearings are-
Solid bearing
Bushed bearing, and
Pedestal bearing.
Pedestal bearing:
It is also called Plummer block. Figure 7.3 shows half sectional front view of the Plummer
block. It consists of cast iron pedestal, phosphor bronze bushes or steps made in two halves
and cast iron cap. A cap by means of two square headed bolts holds the halves of the steps
together. The steps are provided with collars on either side in order to prevent its axial
movement. The snug in the bottom step, which fits into the corresponding hole in the body,

prevents the rotation of the steps along with the shaft. This type of bearing can be placed
anywhere along the shaft length.
Thrust bearing:
It is used to guide or support the shaft, which is subjected to a load along the axis of the shaft.
Since a thrust bearing operates without a clearance between the conjugate parts, an adequate
supply of oil to the rubbing surfaces is extremely important. Bearings designed to carry heavy
thrust loads may be broadly classified in to two groups-
· Foot step bearing, and
· Collar bearing
Footstep bearing:
Footstep bearings are used to support the lower end of the vertical shafts. A simple form
of such bearing is shown in fig 7.4. It consists of cast iron block into which a gunmetal bush
is fitted. The bush is prevented from rotating by the snug provided at its neck. The shaft rests
on a concave hardened steel disc. This disc is prevented from rotating along with the shaft by
means of pin provided at the bottom.

Collar bearing:
The simple type of thrust bearing for horizontal shafts consists of one or more collars cut
integral with the shaft as shown in fig.7.5. These collars engage with corresponding bearing
surfaces in the thrust block. This type of bearing is used if the load would be too great for a
step bearing, or if a thrust must be taken at some distance from the end of the shaft. Such
bearings may be oiled by reservoirs at the top of the bearings

Thrust bearings of fixed inclination pad and pivoted pad variety are shown in figure. These are
used for carrying axial loads as shown in the diagram. These bearings operate on
hydrodynamic principle.
Cylindrical roller bearings

The simplest form of a cylindrical roller bearing is shown in fig 7.8. It consists of an inner
race, an outer race, and set of roller with a retainer. Due to the line contact between the roller
and the raceways, the roller bearing can carry heavy radial loads.
Tapered roller bearings:

In tapered roller bearings shown in the fig. 7.9, the rollers and the races are all truncated cones
having a common apex on the shaft centre to assure true rolling contact. The tapered roller
bearing can carry heavy radial and axial loads. Such bearings are mounted in pairs so that the
two bearings are opposing eac

Advantages of sliding contact bearings:

They can be operated at high speeds.
They can carry heavy radial loads.
They have the ability to withstand shock and vibration loads.
Noiseless operation.
Disadvantages:
High friction losses during staring.
More length of the bearing.
Excessive consumption of the lubricant and high maintenance.
Advantages rolling contact bearings:

Low starting and low running friction.
It can carry both radial as well as thrust loads.
Momentary over loads can be carried without failure.
Shaft alignment is more accurate than in the sliding bearings.
Disadvantages:
More noisy at high speeds.
Low resistance to shock loads.
High initial cost.
Finite life due to eventual failure by fatigue
Solid Friction
Resistance force for sliding
Static coefficient of friction
Kinetic coefficient of friction
Causes
Surface roughness (asperities)
Adhesion (bonding between dissimilar materials)

Factors influencing friction

Sliding friction depends on the normal force and frictional coefficient, independent of the
sliding speed and contact area.
Effect of Friction
Frictional heat (burns out the bearings)
Wear (loss of material due to cutting action of opposing motion)
Engineers control friction
Increase friction when needed (using rougher surfaces)
Reduce friction when not needed (lubrication)
The coefficients of friction for different material combinations under different conditions are
given in table 7.1.
TABLE 7.1

Lubrication:
Prevention of metal to metal contact by means of an intervening layer of fluid or fluid like
material.
Types of sliding lubrication:
Sliding with Fluid film lubrication.
Sliding with Boundary lubrication.
Sliding with Extreme boundary lubrication.
Sliding with clean surfaces.
Hydrodynamic / thick film lubrication / fluid film lubrication

Metal to Metal contact is prevented. This is shown in figure.
Friction in the bearing is due to oil film friction only.
Viscosity of the lubricant plays a vital role in the power loss, temperature rise & flow through
of the lubricant through the bearing.
The principle operation is the Hydrodynamic theory.
This lubrication can exist under moderately loaded bearings running at sufficiently high
speeds.
Boundary lubrication (thin film lubrication)

During starting and stopping, when the velocity is too low, the oil film is not capable of
supporting the load. There will be metal to metal contact at some spots as shown in figure 7.11.
Boundary lubrication exists also in a bearing if the load becomes too high or if the viscosity of

the lubricant is too low. Mechanical and chemical properties of the bearing surfaces and the
lubricants play a vital role.
Extreme boundary lubrication

Under certain conditions of temperature and load, the boundary film breaks leading to direct
metal to metal contact as shown in figure. Seizure of the metallic surfaces and destruction of
one or both surfaces begins. Strong intermolecular forces at the point of contact results in
tearing of met surfaces by surface irregularities of the harder
surfaces. Bearing material properties become significant. Proper bearing materials should be
selected.
Fig.Extreme Boundary Lubrication

Stick-Slip Lubrication
A special case of boundary lubrication when a slow or reciprocating action exists. This action
is destructive to the full fluid film. Additives are added to prevent this phenomenon causing
more drag force when the part is in motion relative to static friction. This prevents jumping
ahead phenomenon.
Solid film lubrication

When bearings must be operated at extreme temperatures, a solid film lubricant such as
graphite or molybdenum di-sulphide must be used because the ordinary mineral oils are not
satisfactory at elevated temperatures. Much research is currently being carried out in an effort
to find composite bearing materials with low wear rates as well as small frictional
coefficients.
Hydrostatic lubrication
Hydrostatic lubrication is obtained by introducing the lubricant, which is sometimes
air or water, into the load-bearing area at a pressure high enough to separate the surfaces with
a relatively thick film of lubricant. So, unlike hydrodynamic lubrication, this kind of
lubrication does not require motion of one surface relative to another. Useful in designing
bearings where the velocities are small or zero and where the frictional resistance is to be an
absolute minimum.
Elasto Hydrodynamic lubrication

Elasto-hydrodynamic lubrication is the phenomenon that occurs when a lubricant is
introduced between surfaces that are in rolling contact, such as mating gears or rolling
bearings. The mathematical explanation requires the Hertzian theory of contact stress
and fluid mechanics.
let a plate A be moving with a velocity U on a film of lubricant of thickness h.

Imagine the film to be composed of a series of horizontal layers and the force F causing these
layers to deform or slide on one another just like a deck of cards. The layers in contact
with the moving plate are assumed to have a velocity U; those in contact with the stationary
surface are assumed to have a zero velocity. Intermediate layers have velocities that depend
upon their distances y from the stationary surface.
states that the shear stress in the fluid is proportional to the rate
of change of velocity with respect to y.
Fig. Viscous flow

where Z is the constant of proportionality and defines absolute viscosity, also called dynamic
viscosity. The derivative du/dy is the rate of change of velocity with distance and may be called
the rate of shear, or the velocity gradient. The viscosity Z is thus a measure of the internal
frictional resistance of the fluid.
For most lubricating fluids, the rate of shear is constant, and du/dy = U/h.
Fluids exhibiting this characteristic are known as a Newtonian fluids.
Therefore _ =F/A = Z (U/h).

The absolute viscosity is measured by the pascal-second (Pa · s) in SI; this is

the same as a Newton-second per square meter.
The poise is the cgs unit of dynamic or absolute viscosity, and its unit is the dyne second
per square centimeter (dyn · s/cm2). It has been customary to use the centipoises (cP) in
analysis, because its value is more convenient. The conversion from cgs units to SI units is as
follows:
Z (cP)
Kinematic Viscosity is the ratio of the absolute Viscosity to the density of the lubricant.
Zk = Z / _ The ASTM standard method for determining viscosity uses an instrument called the
Say bolt Universal Viscosimeter. The method consists of measuring the time in seconds for 60
mL of lubricant at a specified temperature to run through a tube 17.6 micron in diameter and
12.25 mm long. The result is called the kinematic viscosity, and in the past the unit of the
square centimeter per second has been used. One square centimeter per second is defined as a
stroke. The kinematic viscosity based upon seconds Say bolt, also called Say bolt Universal
viscosity (SUV) in seconds, is given by:
where Zk is in centistokes (cSt) and t is the number of seconds Saybolt.

PROBLEMS
1.Determine load carrying capacity, frictional force and power loss due to friction for an ideal
full journal bearing having following specifications. diameter of journal = 5 em length of
bearing = 6.5 cm speed of journal = 1200 rpm radial clearance = 0.0025 cm
average viscosity = 1.125 x 10-3 Pas-See attitude = 0.8
Given d = 50 mm
L = 65 mm
n = 1200 rpm
c = 0.025 mm
v = I.125 x 10-3 Pas-Sec
E = 0.8


2. An oil ring full journal bearing is to operate in still air. The bearing diameter is 75 mm and
length is 75 mm. Bearing is subjected to a load of 5 kN and is rotating at 500 rpm. Radial
clearance is 0.0625 mm. The oil is SAE 30 and ambient temperature is 20°e. Determine the
equilibrium temperature and viscosity of oil.
Given Still air
d = 75 mm
W = 5 x 103 N
n = 500 rpm
L = 75 mm
c I = 0.0625 mm
SAE 30°
From T - 24.1 and 'fig. 24.2 oil number = F
Ta = 20° C



3.A hydrostatic thrust bearing has the following specifications.

vertical thrust = 60 kN,
shaft diameter = 500 mm,
pocket diameter = 300
mm, viscosity = 35 cp,
film thickness = 0.01
mm, Determine:
i) Rate of on flow through the bearing.
ii) Power loss due to viscous friction.
Given,
d2 = 8500 mm
d1 = 300 mm
w = ~O KN 60 x 103 N
n = 35 cp
h = 0.01 mm


4. A lightly loaded journal bearing has the following specifications: Journal diameter =
100 mm; Bearing length = 80· mm; radial clearance: 0.05 mm; radial load = 1000 N;
absolute viscosity of oil = 0.015 pas-see Using Petroff's equation, determine:
I) Speed of journal which corresponds to a co-efficient of friction
ii) Power loss at this speed.
Given
d = 100 mm
L = 80 mm
c = 0.05 mm
C = 2c = 2 x 0.05
C = 0.1 mm


5. An idealized full journal bearing has the following data: Diameter of journal = 50 mm;
bearing length = 65 mm; speed = 1200 rpm; radial clearance = 0.025 mm; average viscosity =
0.001125 pas-see: Calculate:
i) Load carrying capacity ii) Co-efficient of friction iii) Power loss in bearing
Given
d = 50 mm
L = 65 mm
n = 1200 rpm
c = 0.025 mm
v = 1.125 x 10-3 Pas-see
E = 0.8


6. A 1200 centrally loaded bearing has the following specifications:

Diameter of journal = 100 mm; length of bearing = 130 mm; diameter clearance = 0.15 mm;
oil used SAE 60; minimum film thickness = 0.0045 mm; speed of journal = 600 rpm; bearing
operating temperature = 950 C; considering end leakage determine:
i) Load carrying capacity
ii) Power loss in the bearing
iii) Expected maximum pressure in the bearing.
Given
d = 100 mm L = 130 mm C = '0.15 mm
n = 600 rpm t = 95° C W = ?
N = ? Pmax = ? hmin = 0.0045 mrn
Reffering to fig. 24-30 P-31 DHB for E = 0.94. and B/L = 0.805 we have
S = 0.016

Power loss: Referring to fig. 24-17 P-24 DHB for S = 0.016 and B/L = 0.805


7. A journal bearing operating .under steady state condition has the following
Specifications: Diameter' = 100 rnm, length = 105 mm, speed = 1600 rpm, radial clearance =
0.075 mm, load = 27.3 KN, expected mean oil film temperature = 99° C, minimum film
thickness must not be less than 0.015 mm. The bearing is lubricated under pressure with inlet
oil temperature of 44° C. Determine:
i) Required viscosity of lubricating oil and kind of oil which should be used
ii) Power loss
iii) Inlet pressure required for cooling the bearing
iv) Corresponding rate of flow.
Given: d = 100mm, L = 105 mm, C = 0.075 mrn, n = 1600 rprn, W = 27.3 KN, ts = 990 C, h =
0.015 rnrn, ta =440'C, n =? N =? PO, =? Q =?
C = 2C = 2 xO.075 = 0.15 mrn

n = l.2 x 10-
8 n = 12 cp
Referring to fig. 1-2 n = 12 cp at to = 99° C correspond to 011 (l
Referring to table 1-1 oil G corresponds to SAE-40.
Referring to fig. 1-31 for S = 0.055 and B/L = l.49 we have

8. A hydrostatic step bearing for a turbine rotor has the following Diameter of shaft = 150 mm;
diameter of pocket = 100 mm; 70 kN; shaft speed = 1000 rpm; viscosity := 0.025 pa.sec; oil =
0.125 mm, Determine:
i) Rate of oil flow through the bearing
ii) Power loss due to viscous friction. .
iii) Co-efficient of friction
Given d2 = 150 mm
d2 = 100 mm
W = 70 x 103 N
n = 1000 rpm n 1 = 16.66 rps
9.A lightly loaded journal bearing has the following specifications: Diameter of Journal = 50
mm; Bearing length = 80 mm; Diameter=ratio = 0.002; Radial load = 750 N; Viscosity of
lubricant = 10 4000 rpm, Determine:
Frictional torque on journal, Co-efficient of friction
d ;, 50 rnm
L = 80 rnrn
\jf = c/d = 0.002
W = 750 N
v = 10 cp = 10 x 10-9 N-Sm/2m
n = 4000 rpm

10. The following data are given for a 3600 hydro - dynamic bearing: Bearing diameter: 50.02
mm Journal diameter: 49.93 mm bearing length: 50 mm Journal speed: 1440 r/min Radial load
= 8kN Viscosity of lubricant: 12 cp.
The bearing is machined on a lathe from bronze casting, while the steel journal is hardened and
ground. The surface roughness values for turning and grinding are 0.8 and 0.4 microns
respectively. For thick film lubrication the minimum film thickness should be five times the
sum of surface roughness values for the journal And the bearing. Calculate.

i) The permissible minimum film thickness.

ii) The actual film thickness under the operating conditions.
.iii) Power loss in friction.
iv) Flow requirement.
The given datas are,
D = 50.02 mm d = 49.93 mm L = 50mm
= 0.05002 m


11. SAE 20 oil i~ used to lubricate 'a hydrodynamic journal bearing of diameter 75nun and
length 75 mm. The journal rotates at 1,200 rpm, the diametral clearance is 0.075 mm, the
operating temperature of the oil is 53°C, and the oil enters at 40°C. Determine: (i) the
magnitude and location of the minimum oil film thickness (ii)power loss (iii) oil flow through
the bearing (iv) side leakage.



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Design of Machine Elements-II 18ME62

The bearing dimensions r, c, and l

The volume flow rate of oil Q

The minimum film thickness h0

Bearing Design Parameters:

Minimum Film Thickness variable

Coefficient of friction variable

Department of Mechanical Engineering, ATMECE, Mysuru Page 225

BEARING PRESSURE = Load / Projected area of the

If L/d is > 1, the bearing is said to be a long bearing. If

Department of Mechanical Engineering, ATMECE, Mysuru Page 226

externally large loads the following relationship can be

hmax= c+e = c(1+n)

hmin = c-e = c(1-n)

the parameters that are specified by the designer.

The parameter r/c is called the radial clearance ratio.

Attitude v/s Sommerfeld number

If S=0.15 or greater than 0.15, the bearing is a Lightly loaded bearing. If

S is lesser than 0.15, the bearing is a Heavily loaded bearing.

Department of Mechanical Engineering, ATMECE, Mysuru Page 228

If S=0.15 or greater than 0.15, the bearing is a Lightly loaded bearing.

In Raimondi and Boyd method, the performance of a bearing is expressed in terms of

Department of Mechanical Engineering, ATMECE, Mysuru Page 229

Department of Mechanical Engineering, ATMECE, Mysuru Page 230

Department of Mechanical Engineering, ATMECE, Mysuru Page 231

Department of Mechanical Engineering, ATMECE, Mysuru Page 232

Cylindrical roller bearings

Tapered roller bearings:

Department of Mechanical Engineering, ATMECE, Mysuru Page 233

Advantages of sliding contact bearings:

Advantages rolling contact bearings:

Department of Mechanical Engineering, ATMECE, Mysuru Page 234

Factors influencing friction

Department of Mechanical Engineering, ATMECE, Mysuru Page 235

Hydrodynamic / thick film lubrication / fluid film lubrication

Boundary lubrication (thin film lubrication)

Department of Mechanical Engineering, ATMECE, Mysuru Page 236

Extreme boundary lubrication

Fig.Extreme Boundary Lubrication

Department of Mechanical Engineering, ATMECE, Mysuru Page 237

Solid film lubrication

Elasto Hydrodynamic lubrication

let a plate A be moving with a velocity U on a film of lubricant of thickness h.

Fig. Viscous flow

Therefore _ =F/A = Z (U/h).

Department of Mechanical Engineering, ATMECE, Mysuru Page 239

The absolute viscosity is measured by the pascal-second (Pa · s) in SI; this is

where Zk is in centistokes (cSt) and t is the number of seconds Saybolt.

Department of Mechanical Engineering, ATMECE, Mysuru Page 240

Department of Mechanical Engineering, ATMECE, Mysuru Page 241

Department of Mechanical Engineering, ATMECE, Mysuru Page 242

Department of Mechanical Engineering, ATMECE, Mysuru Page 243

Department of Mechanical Engineering, ATMECE, Mysuru Page 245

Department of Mechanical Engineering, ATMECE, Mysuru Page 246

3.A hydrostatic thrust bearing has the following specifications.

ii) Power loss due to viscous friction.

Department of Mechanical Engineering, ATMECE, Mysuru Page 247

Department of Mechanical Engineering, ATMECE, Mysuru Page 248