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This paper aims to describe how successfully a particular restrictor delivers its best in increasing the conical journal bearing performance. The restrictors are used in the hole-entry conical journal bearing subjected to hybrid mode. Thus, the restrictors, like constant flow valve (CFV), orifice and capillary, are studied comparatively.

Numerical simulation for the bearing results with the three restrictors are obtained by using finite element method (FEM) under the well-known modified Reynolds equation.

When the hole-entry conical journal bearings, with the restrictor design parameter range C¯_s2 = 0.03 – 0.09, are operated, the results obtained are quite distinctive and significant. It indicates that the CFV restrictor-based conical bearing gives enhanced performance in comparison to orifice and capillary restrictors. Moreover, it suggests the performance-wise sequence of the restrictors in hybrid bearings as CFV > Orifice > Capillary.

The outcome of the research paper will give insight to help the bearing designer to choose the particular restrictor in hybrid conical bearing depending on the industrial need.

Hybrid conical journal bearings have received great attraction by design engineers and researchers due to their incomparable performance. However, performance of these bearings is affected due to wear. This paper aims to present an analytical study concerning the performance of hole entry worn hybrid conical journal bearings.

The Reynolds equation governing the flow of lubricant in the clearance space along with the restrictor flow equations has been solved using finite element method.

The numerically simulated results of worn bearing performance parameters indicate significant change in the performance due to wear. Therefore, for semi cone angle γ = 25^°, the value of C¯₂₂ reduces by 24.6 per cent at the wear value of about 50 per cent of radial clearance for the given configuration of bearing.

The present results are original of its kind and surely useful to bearing designers and researchers in predicting actual performance of worn hole entry hybrid conical journal bearing.

This paper aims to study the influence of thermal effect on the performance for a high-speed conical hybrid bearing including stability and minimum oil film thickness.

A thermal hydrodynamic (THD) model and dynamic model of single mass rigid rotor system were established by taking conical hybrid bearing with shallow and deep pockets as the research object, dynamic coefficient and stability parameters of bearing-rotor system were obtained by using finite element method (FEM) and finite difference method (FDM) to solve computational models of Reynolds equation, energy equation and viscosity-temperature equation. Minimum oil film thickness was obtained based on bearing force balance. Dynamic coefficient was compared with previous findings.

After considering thermal effect, the dimensionless critical mass decreases, a significant decrease in the instability speed, and the stability of the system decreases greatly; the minimum oil film thickness decreases because of thermal effect.

The thermal effect is combined with dynamic characteristics to analyze stability of the rotor system for a conical hybrid bearing. Influence of thermal effect on minimum oil film thickness is studied.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-12-2019-0542/

Where combined radial and axial loads act on the bearing, the conical journal bearing is best suited. Large turbines, generators, compressors and other machinery perform better while using conical hydrodynamic journal bearings (CHJBs). The bearings worn out and the performance suffered because of regular use and numerous start and stop operations.

The performance of CHJB is evaluated using both analytical and experimental methods in this paper. The analytical method for resolving Reynolds equation uses spherical coordinate system and finite element analysis. On the CHJB test rig, data is collected for different radial loads with 10°, 20° and 30° semi-cone angles using hydraulic oil of viscosity grade ISO VG46.

The findings of this paper demonstrate that at various semi-cone angles for worn-out bearings, the maximum pressure developed increases with increasing radial load.

This paper provides analytical and experimental performance of CHJBs considering the effect of abrasive wear that is caused because of frequent start and stop operations of machine. The results of wear impact on CHJBs will be helpful for researchers and design engineers.

This paper aims to study the static characteristics of the hydrostatic conical journal bearings by utilizing single-action membrane restrictors to compensate the working pressures of recesses.

The flow resistance network method is used to analyze the influences of load capacity and static stiffness of bearing with the design parameters, including the number of recesses, radial eccentricity ratio, axial displacement ratio, restriction constant, membrane compliance, length-diameter ratio, circumferential land width ratio, axial land width ratio and half of cone angle.

This study shows the infinite stiffness of the oil produced in the first and second recesses while single-action membrane restriction constant of 2 and 3, respectively, as well as in the fourth recess while single-action membrane restriction constant of 0.01 and 0.1, respectively.

This article provides the hydrostatic conical bearings in static and unbiased states for analyses of design parameters. The analyses ignore dynamic pressure effect and do not use the Reynolds equation, and assuming that each oil recesses pressure is constant.

The influences of the design parameters including the number of recesses, membrane restriction, membrane compliance, length-diameter ratio, half of con-angle, circumferential land width ratio, and axial land width ratio are discussed to the load capacity and static stiffness of conical bearing.

Based on the characteristics of the conical bearing through analysis, this article suggests the front bearing with hard membrane restrictor (capillary) and the back bearing with soft membrane restrictor are the most appropriate for axial stiffness.

Deals with the development of aerostatic‐cum‐aerodynamic hybrid conical bearings, running at 70,000 r.p.m., suitable for supports of high speed spindles. Conical bearing bush is designed for two plane admission, with eight holes in each plane, with a semi cone angle of 108. In case of static response, the interactions between the major parameters, are projected on 3D response surface curve. The results give the magnitude of radial load to get the benefit of optimally minimum eccentricity ratio. Experimental results show close agreement with the theoretical work in regard to “no‐rotation” cases. The exponential relationship existing between eccentricity ratio, radial load and supply pressure is generalised. Rigidity for the bearings developed, as seen from the response surface, supports the observations of previous researchers. For the use of designers, vital operational parameters have been tabulated. Estimated and experimental values of these parameters compare reasonably.

Hybrid journal bearing have long been used in machines requiring large load and high speed capacity operating under wide range of temperatures. Different compensating devices are used in for efficient operation of bearings. This paper aims to help in selection of optimum compensating device by evaluating the comparative performance of constant flow valve, capillary compensated and slot entry hybrid journal bearing under the combined influence of thermal effects and micropolar nature of lubricant.

The variation in micropolar parameters and viscosity change due to temperature increase of lubricant are considered in present study. Finite element method is used for combined iterative solution of micropolar Reynolds, energy and conduction equations. Micropolar lubricant is assumed to be governed by two parameters, coupling number and characteristic length. The results in the study are presented for symmetric and asymmetric configurations of hole entry and slot entry non-recessed hybrid journal bearings

The results indicate that constant flow valve compensated hole entry hybrid journal bearing is the highest performing bearing for the given range of micropolar parameters of lubricant in terms of maximum fluid pressure and dynamic coefficients.

The performance variations of various configurations of hybrid journal bearing are presented in a single paper. The reader can get overview of combined effects of micropolar parameters and viscosity decrease due to temperature increase of the lubricant.

The present paper aims to analyse the synergistic effect of pocket orientation and piezo-viscous-polar (PVP) lubrication on the performance of multi-recessed hybrid journal bearing (MHJB) system.

To simulate the behaviour of PVP lubricant in clearance space of the MHJB system, the modified form of Reynolds equation is numerically solved by using finite element method. Galerkin’s method is used to obtain the weak form of the governing equation. The system equation is solved by Gauss–Seidal iterative method to compute the unknown values of nodal oil film pressure. Subsequently, performance characteristics of bearing system are computed.

The simulated results reveal that the location of pressurised lubricant inlets significantly affects the oil film pressure distribution and may cause a significant effect on the characteristics of bearing system. Further, the use of PVP lubricant may significantly enhances the performance of the bearing system, namely.

The present work examines the influence of pocket orientation with respect to loading direction on the characteristics of PVP fluid lubricated MHJB system and provides vital information regarding the design of journal bearing system.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-07-2023-0241/

In the present scenario of high-speed machines, the use of non-circular hole-entry bearing configuration, i.e. two-lobe, multi-lobe, lemon bore, etc., has becomes unavoidable, as the journal bearings with non-circular configurations provide better stability at high operating speed and heavy dynamic loading. Further, this research aims to show that the presence of micro particles in the lubricants greatly affects performance of the bearings, as their presence leads to non-Newtonian behaviors of the lubricant. Therefore, to consider the effect of these micro particles, the lubricant is modeled as a micropolar lubricant. The present work analyzes the effect of these micropolar lubricants on the performance of hole-entry circular and non-circular (two-lobe) hybrid journal bearings compensated with constant flow valve restrictor and compares with that of Newtonian lubricants.

The modified Reynolds equation governing the laminar flow of iso-viscous, incompressible micropolar lubricant in the clearance space of a journal bearing system has been solved using finite element method and appropriate boundary conditions. Further, a comparative analysis between circular and non-circular (two-lobe) hybrid journal bearing compensated with constant flow valve restrictor operating with Newtonian and micropolar lubricant has been presented.

The numerically simulated results reveal that the non-circular bearing configuration provides better performance vis-à-vis the circular bearing configuration. Further, the increase in the micropolar effect of the lubricant enhances the performance of circular and the non-circular bearing configurations compared with the Newtonian lubricant. Also, in the case of the non-circular bearing configuration with an offset factor (δ = 1.5), the bearing performance improved compared with (δ = 1.25).

Many research studies have been done in the area of non-circular hybrid journal bearing with Newtonian lubricants with different types of restrictors, but the non-circular hole-entry constant flow valve-compensated hybrid journal bearing operating with the micropolar lubricant has not been analyzed. Therefore, in the present work, an effort has been made to fill this research gap.

This paper aims to elucidate the effects of lubricant groove shape, vertical load, swing angle and grease injection cycle on the friction and wear performances of journal bearings under the grease lubrication condition.

Three different types of lubricant grooves, namely, numeral eight-shaped, axial straight line-shaped and circular blind hole-shaped, were designed and machined in the bearing bush of journal bearings. The tribological behaviors of these journal bearings were investigated on the self-developed reciprocating swing friction and wear tester. Experimental data including the friction coefficient, the friction temperature, the wear loss and wear time were analyzed in detail. The wear morphologies of friction pairs were observed by scanning electron microscope and confocal laser scanning microscope.

The load carrying capacity and service life of the journal bearing with circular blind hole-shaped lubricant grooves are not affected. However, the load carrying capacities of journal bearings with numeral eight-shaped and axial straight line-shaped lubricant grooves are declined. The coverage areas of lubricating grease in the bearing bush are associated with the swing angle. The smaller the swing angle is, the more limited the coverage areas of lubricating grease get. Among these journal bearings, the maintenance-free time of journal bearing with circular blind hole-shaped lubricant grooves is the longest because of its large grease storage capacity.

The journal bearing with circular blind hole-shaped lubricant grooves exhibits the excellent antifriction and wear-resistant properties, making it suitable for the application in the low-speed and heavy-load engineering conditions.