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This paper’s aim is modeling and simulation of an advanced controller design for a novel mechatronics system that consists of a hydrostatic journal bearing with servo control. The proposed mechatronic system has more worth in tribology applications as compared to the traditional hydrostatic bearing which has limited efficiency and poor performance because of lower stiffness and load-carrying capacity. The proposed mechatronic system takes advantage of active lubrication to improve stiffness, rotor’s stability and load-carrying capacity.

The current work proposes extended state observer-based controller to control the active lubrication for hydrostatic journal bearing. The advantage of using observer is to estimate unknown state variables and lumped effects because of unmodeled dynamics, model uncertainties, and unknown external disturbances. The effectiveness of the proposed mechatronic system is checked against the traditional hydrostatic bearing.

Proposed mechatronics active hydrostatic journal bearing system is checked against traditional hydrostatic journal bearing. It is found that novel active hydrostatic journal bearing with servo control has good tribology performance factors such as stiffness, less rotor vibration, no wear and friction under starting conditions and high load-carrying capacity under different conditions of spindle speed, temperature, initial oil pressure and external disturbance. The result shows that proposed mechatronics system has more worth in rotary tribology applications.

The current manuscript designs a novel active hydrostatic journal bearing system with servo control. The mathematical model has advantages in term of estimating unknown state variables and lumped effects because of unmodeled dynamics, model uncertainties and unknown external disturbances. The result shows improvement in dynamic characteristics of a hydrostatic journal bearing under different dynamic conditions.

The form error of shaft and hole parts is inevitable because of the machining error caused by rotation error of tool axis in machine tools where the elliptical form error is the most common in shaft and bearing bush. The purpose of this paper is to present the relationship between the elliptical form error and rotation accuracy for hydrostatic journal bearing in precision spindle and rotation table.

An error averaging effect model of hydrostatic journal bearing is established by using Reynolds equation, pressure boundary conditions, flux continuity equation of the land and kinetic equation of shaft in hydrostatic journal bearing. The effects of shaft and bearing bush on rotation accuracy were analyzed quantitatively.

The results reveal that the effect of shaft elliptical form error on rotation accuracy was six times larger than bearing bush. Therefore, to improve the rotation accuracy of hydrostatic journal bearing in spindle or rotation table, the machining error of shaft should be controlled carefully.

An error averaging model is proposed to evaluate the effect of an elliptical form error on rotation accuracy of hydrostatic journal bearings, which solves the Reynolds equation, the flux continuity equation and the kinetic equation. The determination of form error parameters of shaft and bearing bush can be yielded from finding results of this study for precision design of hydrostatic journal bearings.

The purpose of this study is to examine the dynamic performance of an orifice-compensated three-pad hydrostatic squeeze film damper.

A numerical model has been developed and presented to study the effect of eccentricity ratio and pressure ratio on the static and dynamic characteristics of an orifice-compensated three-pad hydrostatic squeeze film damper. It is assumed that the fluid flow is incompressible, laminar, isothermal and steady-state. The finite difference method has been used to solve Reynolds equation governing the lubricant flow in film thickness of hydrostatic bearing. The numerical results obtained are discussed, analyzed and compared between three- and four-lobe hydrostatic journal bearings available in the literature.

It was found that the influence of eccentricity ratio on dynamic characteristics of an orifice-compensated three-pad hydrostatic squeeze film damper appears to be essentially controlled by the concentric pressure ratio. It was also found that the three-pad hydrostatic squeeze film damper has higher stiffness than three and four-lobe hydrostatic journal bearings.

In fact, the results obtained show that this type of hydrostatic squeeze film damper provides hydrostatic designers a new bearing configuration suitable to control rotor vibrations.

The purpose of this paper is to improve static/dynamic characteristics of active-controlled hydrostatic journal bearing by using fractional order control techniques and optimizing algorithms.

Active lubrication has ability to overcome the unpredictable harsh environmental conditions which often lead to failure of capillary controlled traditional hydrostatic journal bearing. The research develops a mathematical model for a servo feedback-controlled hydrostatic journal bearing and dynamics of model is analyzed with different control techniques. The fractional-order PID control system is tuned by using particle swarm optimization and Nelder mead optimization techniques with the help of using multi-objective performance criteria.

The results of the current research are compared with previously published theoretical and experimental results. The proposed servo-controlled active bearing system is studied under a number of different dynamic situations and constraints of variable spindle speed, external load, temperature changes (viscosity) and variable bearing clearance (oil film thickness). The simulation results show that the proposed system has better performance in terms of controllability, faster response, stability, high stiffness and strong resistance.

This paper develops an accurate mathematical model for servo-controlled hydrostatic bearing with fractional order controller. The results are in excellent agreement with previously published literature.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-07-2020-0272

The purpose of this paper is to examine the effect of application of a heat pipe in an aspect of hydrostatic thrust bearings on thermal balance and deformation and the role of this application in increasing the rotating speed of a workbench.

Numerical simulations of oil film temperature field, the temperature field and thermal deformation of the bearing’s workbench and base were performed by finite element analysis (FEA) software for both the traditional hydrostatic thrust bearings and the heat pipe ones.

Oil pad and workbench of the hydrostatic thrust bearings are fabricated with a heat pipe cooling structure, which can take away most of the heat generated by shearing of the oil film, control the temperature rise and thermal deformation of the hydrostatic thrust bearing effectively, avoid the dry friction phenomenon and finally improve the processing quality of equipment.

The heat pipe hydrostatic thrust bearings could control the temperature rise and thermal deformation of the hydrostatic thrust bearing effectively, avoid the dry friction phenomenon and improve the processing quality of equipment.

The results obtained from previous studies are not found to be sufficient for hydrostatic bearing design optimisation since thermodynamic effects are not considered. Therefore, this research is presented with considering parameter variations based on thermodynamic effects for more efficient optimisation of bearing parameters.

Single and multi‐criteria approaches were carried out to determine the hydrostatic journal bearing design parameters so that the total performance of the system is optimal.

It is seen that firstly, the results of single criteria approaches for minimum power, bearing coefficient and minimum temperature rise in circular hydrostatic axial journal bearings are not sufficient, secondly, there is a crucial need to consider multiple criteria optimisation cases and thirdly, thermodynamic effects must be taken into account for more efficient approach to compute the optimum values of bearing design parameters.

Further research is required to develop a genetic algorithm‐based optimisation for bearing design problems considering thermodynamic effects and multiple criteria approaches to compare the results of present study.

Comparison of optimisation results of single and multi‐criteria approaches are given to show temperature variation effects on bearing performance.

Although, there are some works related to design and optimisation of hydrostatic bearings, most of them consider the single criteria optimisation and thermodynamic effects are not usually taken into account. Therefore, this research is different than others since the present approach is implemented with thermodynamic effects and also not limited to single criteria approach.

This paper aims to improve the bearing capacity of hydrostatic thrust bearing under working conditions of high speed and heavy load; a new wedge-shaped structure opened on an edge of oil seal is put forward, the loss and insufficiency for hydrostatic bearing capacity are made up by using dynamic pressure, and then, hydrostatic hydrodynamic lubrication is realized.

Oil film three-dimensional models of unidirectional and bi-directional hydrostatic hydrodynamic oil pad are established by using UG. The oil film pressure fields of two kinds of oil pad are simulated by using ANSYS ICEM CFD and ANSYS CFX; the pressure fields distribution characteristics are obtained, and the effects of workbench rotary speed and bearing weight on pressure field are analyzed. Also, the experimental verification is made.

The results demonstrate that with an increase in workbench rotary speed, the oil film pressure of two kinds of hybrid oil pad increases gradually, and the maximum pressure of the bi-directional one accounts for 95 per cent of the unidirectional one when the load is constant. With an increase in load, the oil film pressure of two kinds of hybrid oil pad increases gradually, the difference between them is 9.4 per cent under the condition of load of 25 t when the rotary speed is constant.

The paper can provide theoretical basis for a structure design of hybrid thrust bearing under different rotary speed and load conditions, and compensate the shortage of static pressure-bearing capacity by using dynamic pressure, improve the stability of vertical CNC machining equipment.

The purpose of this paper is to propose a type of hybrid bearing lubricated with supercritical carbon dioxide (S-CO₂) and to investigate the stiffness and damping characteristics of the bearing under hydrostatic status.

Established a test rig for radial bearings lubricated with S-CO₂ and used it to measure the dynamic coefficients by recording the relative and absolute displacements of bearing. Test bearing is mounted on a nonrotating, stiff shaft. Using static loading experiments to obtain structural stiffness. The dynamic coefficient regularities of the test bearing under hydrostatic status were revealed through dynamic loading experiments.

Experiment results indicate that test bearing displayed increased stiffness when subjected to high excitation frequencies and low excitation forces, as well as elevated damping when exposed to low excitation frequencies and low excitation forces. Additionally, an increase in either environmental pressure or hydrostatic recess pressure can elevate the dynamic coefficient. The effect of temperature on the dynamic coefficient is more pronounced around the critical temperature of S-CO₂.

Designed a type of hybrid bearing for use in the Brayton cycle that is lubricated with S-CO₂ and uses hydrostatic lubrication during start-stop and hydrodynamic lubrication during high-speed operation. The hybrid bearing reduces the wear and friction power consumption of gas bearing. However, few experimental analyses have been conducted by researchers in this field.

In this paper, computer‐aided design optimization approach for hydrostatic bearings is presented. The optimization problem is formulated in multicriteria strategy. The power loss and the temperature rise of oil are considered as performance measures for optimal hydrostatic bearing design. Optimization results indicate the effectiveness of the proposed combined approach which has advantages over the single criteria optimization. Sample results are presented to verify the proposed approach.

The paper seeks to study, theoretically, the performance characteristics of capillary compensated multi‐recessed hydrostatic journal bearings operating with micropolar lubricant. The finite element method is used to solve the modified Reynolds' equation governing the micropolar lubricant flow in the clearance space of a hydrostatic journal bearing. The performance characteristics of bearing operating with micropolar lubricant are presented and compared with that of Newtonian lubricant, for a wide range of non‐dimensional load, capillary restrictor design parameter and micropolar parameters.

The modified Reynolds' equation governing the flow of the micropolar lubricant is solved along with restrictor flow equation by finite element method so as to obtain fluid‐film pressures. The iterative procedure is repeated until the converged solution for the fluid‐film pressure field is obtained.

A study of four‐pocket hydrostatic journal bearing system capillary compensated and operating with micropolar lubricant is presented. The following conclusions are made from the results presented in this study: at a constant load, pocket pressures and minimum film thickness, stiffness coefficients and, the damping coefficients increase with increase in micropolar effect of lubricant as compared to the Newtonian lubricant; the influence of the micropolar parameters of lubricant is more significant upon the minimum fluid‐film thickness at higher values of load and lower values of restrictor design parameter; the non‐dimensional flow decreases with increase in the micropolar effect of the lubricant a given values of restrictor design parameter and load; and the stiffness coefficient in the direction of load is found to be influenced by the micropolar parameters and more significantly at lower values of restrictor design parameter and load.

Studies of capillary compensated multi‐recess hydrostatic journal bearing operating with micropolar fluid/lubricant are not available in the existing literature to the best of authors' knowledge. Although, such bearing has been studied with Newtonian lubricant and available in open literature. Therefore, this paper is an original piece of work in the area of micropolar lubrication and compensated hydrostatic bearings.