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The rotor system supported by the cylindrical roller bearings is widely used in various fields such as aviation, space and machinery due to its importance. In the study of the dynamic characteristics of the cylindrical roller bearings, it is important to accurately calculate the stiffness of the cylindrical roller bearings. The stiffness of the cylindrical roller bearings is very important in the analysis of the vibration characteristics of the rotor system. Therefore, in this paper, the method of creating a comprehensive stiffness model of the cylindrical roller bearing is mentioned. The purpose of this study is to improve the dynamic stability of the rotor system supported by the cylindrical roller bearing by accurately establishing the comprehensive stiffness calculation model of the cylindrical roller bearings.

In consideration of the radial clearance of the cylindrical roller bearing, the radial load acting on the cylindrical roller bearing was derived, and based on this, a model for calculating the Hertz contact stiffness of the cylindrical roller bearing was created. Based on the load considering the radial clearance, an oil film stiffness model of the cylindrical roller bearing was created under the elastohydrodynamic lubrication (EHL) theory. Then, the comprehensive stiffness was calculated by combining Hertz contact stiffness and the oil film stiffness of the cylindrical roller bearing, and the dynamic parameters are calculated by using the MATLAB program.

When the radial clearance of the cylindrical roller bearing is considered, the comprehensive stiffness is larger than when the radial clearance is not taken into account, and the radial clearance of the cylindrical roller bearing is an important factor that directly affects the comprehensive stiffness of the cylindrical roller bearing.

In this paper, based on Hertz contact theory and the EHL theory, the authors investigated the method of creating a comprehensive stiffness model of the cylindrical roller bearing considering the radial clearance. These results will contribute to the theoretical basis for studying the mechanics of cylindrical roller bearings and optimizing their structures, and they will provide an important theoretical basis for analyzing the dynamic characteristics of the rotor system supported by the cylindrical roller bearing.

The purpose of this paper is to extend the Hertz equation for the contact interaction between a layered cylindrical hollow roller and a flat plate through an experimental technique.

In this work, an experimental investigation is carried out for an elastic contact between layered cylindrical hollow rollers of different hollowness, ranging from 30 to 75 per cent hollowness and a flat plate. The footprint method was used for the evaluation of the contact width corresponding to the applied load.

The contact width for the layered cylindrical hollow roller was evaluated and the Hertz equation was extended on the basis of the experimental results.

The value of this research work is the development of an extended Hertz equation for a cylinder-on-plate configuration for a new kind of cylindrical roller.

This paper aims to study the contact between rough cylindrical surfaces considering the elastic-plastic deformation of asperities.

The elastic deformation of the nominal surface of the curved surface is considered, the contact area is discretized by the calculus thought and then the nominal distance between two surfaces is obtained by iteration after the pressure distribution is assumed. On the basis of the Zhao, Maietta and Chang elastic-plastic model, the contact area and the contact pressure of the rough cylindrical surfaces are calculated by the integral method, and then the solution for the contact between rough cylindrical surfaces is obtained.

The contact characteristic parameters of smooth surface Hertz contact, elastic contact and elastic-plastic contact between rough cylindrical surfaces are calculated under different plastic indexes and loads, and the calculation results are compared and analyzed. The analysis shows that the solution considering the elastic-plastic deformation of asperities for the contact between rough cylindrical surfaces is scientific and rational.

This paper provides a new effective method for the calculation of the contact between rough cylindrical surfaces.

This paper aims to propose a semi-analytical model to investigate the elastic-plastic contact between fractal rough surfaces. Parametric studies have been performed to analyze the dependencies between the contact properties and the scale-independent fractal parameters.

A modified two-variable Weierstrass-Mandelbrot function has been used to build the geometrical model of rough surfaces. The computation program was developed using software MATLAB R2015a. The results have been qualitatively validated by the existing theoretical and experimental results in the literature.

In most cases, a nonlinear relation between the load and the displacement of the rigid plane is found. Only under the condition of larger loads, an approximate linear relation can be seen for great D and small G values. (D: fractal dimension and G: fractal roughness).

The contact model of the cylindrical joints (conformal contact) with radial clearance is constructed by using the fractal theory and the Kogut-Etsion elastic-plastic contact model, which includes purely elastic, elastic-plastic and fully plastic contacts. The present method can generate a more reliable calculation result as compared with the Hertz contact model and a higher calculation efficiency as compared with the finite element method for the conformal contact problem.

This paper aims to examine the precision loss of ball screw raceway under different operating conditions and geometry parameters.

Based on a new coefficient K’ introduced especially for ball screws to reflect the actual contact condition, the modified Archard theory is applied to ball screws to obtain wear volume of the ball-screw contacts. Thus, the axial precision loss can be defined as the ratio of the wear volume to the contact area. Meanwhile, a novel running bench and a precision-measuring system of ball screws are conducted. Precision variation is obtained and analyzed during the whole life running test, which agrees well with the theoretical values calculated in this paper.

For a given rotational speed, the increasing rate of the precision loss rate is high at low axial load and then becomes small with the increasing axial load, whereas for a given axial load, the precision loss rate is proportional to the rotational speed. Besides, the precision loss rate is reduced with the increasing contact angle between a ball and the screw raceway, and is proportional to the helix angle when the angle changes from 1 to 10 degrees.

The rotational speed used in this experiment is low and the ball screw is of no-load type, although results calculated by the model and Wei’s model seem close when the axial load is high, whether the model built in the paper is applicable to the condition of high rotational speed and preload still needs to be verified in the future work.

This study provides an accurate model to predict the precision loss of the screw raceway and estimate the remaining life of ball screws, which is significant for better performance of ball screws as well as the computer numerical control machine tools.

Previous studies on the wear of ball screws mainly focused on the drag torque analysis and mechanical efficiency estimation, and the experiment to verify their theoretical analysis was almost all limited to the test of drag torque or axial rigidity, which is neither sufficient nor persuasive. However, in this paper, the authors proposed a comprehensive wear prediction model which combines the modified Archard wear theory, Hertz contact theory and kinematic theory of ball screws. To the best of the authors’ knowledge, this kind of study has never been reported in the literature. In addition, for the lack of the test bench and high cost of the experiment, the whole life operation test, which is designed and conducted to confirm the model in this paper, has never been reported in literature either.

Bearings are critical components used to support loads and facilitate motion for rotating and sliding parts of the machinery. Bearing malfunctions can cause catastrophic failures. Hence, failure analysis and endeavors to improve bearing performance are essential discussions for worldwide designers, manufacturers and end users of vital machinery. This study aims to investigate a type of roller bearing from the railway industry with premature failures. The task arises because locomotives’ maintenance and service life quality are vital to railway operations while providing transportation services for the nation. To assist in maintaining the designated locomotives, the present study scrutinizes the causes of failure of heavy-duty roller bearings from locomotive bogie axleboxes.

It is intended to inspect this bearing service life and statistically scrutinize its design parameters to reveal the failures’ shortcomings and origins. The significant measures include examinations of their failures’ primary and vital factors by comparing them with a real-life service history of 16 roller bearings of the same type. The bearings come from the axleboxes of a locomotive bogie with an axle load of 20 tons. The bearing loads are estimated using the EN13104 standard document and confirmed by the finite element method using ABAQUS engineering software. To validate the finite element modeling results, the bearings’ stress analysis is performed using the Hertzian contact theory that demonstrated perfect conformity. The said methods are also used to search for the areas susceptible to failures in these bearings. With the inclusion and exploitation of the bearing maintenance conditions and the logbook recordings of the locomotives for the past seven years, the critical cause for this type of bearing’s failures is surveyed and discussed.

With the inclusion and exploitation of the bearing maintenance conditions and the logbook recordings of the locomotives for the past seven years, the critical cause for this type of bearing’s failures is surveyed and discussed. As a crucial result, it is found that deprived maintenance and inadequate lubrication are the root causes of the loss of the selected bearings.

For the designated locomotives, the origins of the heavy-duty roller bearing failures and its design shortcomings are revealed by examining and comparing them with a real-life service history of many of the same types of bearings. The novelty of the research is in using the combination of the methods mentioned above and its decent outcome.

The purpose of this paper is to study the wear evolution of metro wheels under the conditions of different track sequences, track composition and vehicle load and then to predict wheel wear and to guide its maintenance.

By using the SIMPACK and MATLAB software, numerical simulation analysis of metro wheel wear is carried out based on Hertz theory, the FASTSIM algorithm and the Archard model. First of all, the vehicle dynamics model is established to calculate the motion relationship and external forces of wheel-rail in the SIMPACK software. Then, the normal force of wheel-rail is solved based on Hertz theory, and the tangential force of wheel-rail is calculated based on the FASTSIM algorithm through the MATLAB software. Next, in the MATLAB software, the wheel wear is calculated based on the Archard model, and a new wheel profile is obtained. Finally, the new wheel profile is re-input into the vehicle system dynamics model in the SIMPACK software to carry out cyclic calculation of wear.

The results show that the setting order of different curves has an obvious influence on wear when the proportion of the straight track and the curve is fixed. With the increase in running mileage, the severe wear zone is shifted from tread to flange root under the condition of the sequence-type track, but the wheel wear distribution is basically stable for the unit-type track, and their wear growth rates become closer. In the tracks with different straight-curved ratio, the more proportion the curved tracks occupy, the closer the severe wear zone is shifted to flange root. At the same time, an increase in weight of the vehicle load will aggravate the wheel wear, but it will not change the distribution of wheel wear. Compared with the measured data of one city B type metro in China, the numerical simulation results of wheel wear are nearly the same with the measured data.

These results will be helpful for metro tracks planning and can predict the trend of wheel wear, which has significant importance for the vehicle to do the repair operation. At the same time, the security risks of the vehicle are decreased economically and effectively.

At present, many scholars have studied the influence of metro tracks on wheel wear, but mainly focused on a straight line or a certain radius curve and neglected the influence of track sequence and track composition. This study is the first to examine the influence of track sequence on metro wheel wear by comparing the sequence-type track and unit-type track. The results show that the track sequence has a great influence on the wear distribution. At the same time, the influence of track composition on wheel wear is studied by comparing different straight-curve ratio tracks; therefore, wheel wear can be predicted integrally under different track conditions.

Contact problems are central to solid mechanics as contact is the principal method of applying loads to a deformable body and the point with resulting stress concentration is often the most critical point within the body. This paper presents a finite element model for the elastic contact between two cylinders at several positions. The effects of friction and surface roughness have been considered. The contact between two skew cylinders is also investigated. Results from finite element model show a good agreement with those of analytical solutions available in the literature. It was seen that the geometry of contacting bodies and orientation of applied load effect highly on contact stresses. Although the effect of surface roughness was seen to be more than that of friction, both of them can be assumed negligible in elastic contact problems.

The purpose of this paper is to describe a method permitting the creation of a realistic model of spherical roller bearing with the aim of determining contact stress and fatigue life based on dynamic loading conditions. The paper also aims to recognize the effect of tolerance values on contact stress and fatigue life. Motion and load transmission in spherical roller bearing occurs within the assembly by elliptical curved contacting surfaces. The stress produced by the transmitted load would be very high because of least contacting area between these surfaces.

The paper describes a methodology to determine contact stress using analytically as well as finite element method for spherical roller bearing. The comparison for the both each approach for contact stress at different loading condition is carried out. Prediction of fatigue life based on dynamic loading conditions for bearing is also determined using finite element model. The effect on induced contact stress and fatigue life by varying tolerances on inner race dimensions have been found out.

The paper suggests that the maximum stress produces at the start or end of the contacting arc under static loading condition in spherical roller bearing. The analytical and finite element approach is in good agreement. The fatigue life prediction is useful for selecting loading conditions for various applications of double row spherical roller bearing. Tolerance level at inner ring raceway radius is kept high because of manufacturing constrain of complex curvature geometric shape.

The present approach does not consider dynamic loading conditions for contact stress analysis. Therefore, researchers are encouraged to analyze the effect of wear, lubrication and other tribological aspects on bearing life.

The paper includes determination of contact stress and prediction of fatigue life for spherical roller bearing using analytical as well as finite element approach. The tolerance values at inner race are identified as per manufacturing constraint based on contact stress and fatigue life.

This paper aims to propose a normal and tangential contact stiffness model to investigate the contact characteristics between rough surfaces of machined joints based on fractal geometry and contact mechanics theory considering surface asperities interaction.

The fractal geometry theory describes surface topography and Hertz contact theory derives the asperities elastic, elastic-plastic and plastic contact deformation. The joint normal and tangential contact stiffness are obtained. The experiment method for normal and tangential contact stiffness are introduced.

The relationship between dimensionless normal contact load and dimensionless normal and tangential contact stiffness are analyzed in different plasticity index. The results show that they are nonlinear relationships. The normal and tangential contact stiffness are obtained based on theoretical and experimental methods for milling and grinding machined specimens. The results indicate that the present model for the normal and tangential contact stiffness are consistent with experimental data, respectively.

The normal and tangential contact stiffness models are constructed by using the fractal geometry and the contact mechanics theory considering surface asperities interaction, which includes fully elastic, elastic-plastic and fully plastic contacts deformation. The present method can generate a more reliable calculation result as compared with the contact model no-considering asperities interaction.