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The paper aims to determine whether the type selection and parameters determination of the compensation are most important for yielding the acceptable or optimized characteristics in design of hydrostatic bearings.

This paper utilizes the equations of flow equilibrium to determine the film thickness or displacement of worktable with respect to the recess pressure.

The stiffness due to compensation of constant‐flow pump increases monotonically as recess pressure increases. Also, the paper considers which is larger than that due to orifice compensation and capillary compensation at the same recess pressure ratio.

The findings show that the usage range of recess pressure and compensation parameters can be selected to correspond to the smallest gradient in variations of worktable displacement or film thickness.

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.

The purpose of this paper is to study theoretically the combined influence of journal misalignment and wear on the performance of a hole‐entry hybrid journal bearing system. The bearing is assumed to be operating in a turbulent regime.

The modified Reynolds equation based on Constantinescu lubrication theory has been solved by using finite element method together with orifice and capillary restrictors flow equations as a constrain together with appropriate boundary conditions.

It has been observed that for a symmetric hole‐entry journal bearing configuration the value of h¯_min is more for the bearing compensated by orifice restrictor as compared to capillary restrictor when bearing operates in turbulent regime under worn/unworn conditions. From the point of view of stability threshold speed ω¯_th, the reduction in the value of ω¯_th for capillary compensated bearing is around −3.89 percent whereas for orifice compensated bearing it is −7.85 percent when misaligned worn bearing is operating in turbulent regime.

The present work is original of its kind, in case of misaligned hole‐entry worn journal bearing. The results are quite useful for the bearing designer.

This study examines the influence of the restriction parameters on the stability of a Jeffcott rotor supported by single‐row, six‐recessed hybrid bearings with orifice compensation. The Reynolds equation governing oil‐films is solved using the finite difference method, whilst the determination of stability of the Jeffcott rotor‐bearing system uses the Routh‐Hurwitz method. The load capacity, stability threshold, and the critical whirl ratio versus the changing restriction parameters, are each simulated for the shallow‐recessed bearing and the deep‐recessed bearing with various land‐width ratios. The simulation results indicate that with the appropriate design of restriction parameters and land‐width ratio, a deep‐recessed bearing may be relatively superior. Although the performance of a shallow‐recessed bearing is, by and large, superior to that of a deep‐recessed bearing, it does nevertheless hinge upon the design of both restrictor and bearing.

This study aims to utilize the equations of flow equilibrium to determine the variations of film thickness or worktable displacement with respect to the recess pressure for both open‐ and closed‐type hydrostatic flat bearings. The static stiffness can be not only presented directly by these variations but also determined by the differentiation of flow equilibrium equations.

The single‐action variable compensations of three types including cylindrical‐spool, conical‐spool and membrane restrictors are taken into consideration in this study. Specifically, this study presents that membrane restrictor and both spool restrictors with or without preload whilst considering initial opening.

Consequently, the usage range of recess pressure and optimal parameters of appropriate compensation type can be obtained from maximum stiffness and also according to smallest gradient in variations of worktable displacement or film thickness.

This article studies the influences of single‐action variable compensations for its design varieties. The determination of stiffness comes from the differentiating recess pressure with respect to worktable displacement. The large and small positive stiffness correspond to a negative slope in steep and plain gradient, respectively; the negative stiffness and infinite stiffness are obtained by positive gradient and zero gradient, respectively, in the variations of film thickness. The finding results can be expressed further in the relationship between the static stiffness and the static load.

An electrorheological (ER) fluid comprises dielectric particles suspended in an insulating viscous medium. ER lubricants are considered smart lubricants. They have been applied in hydraulic valves, power transmission devices and damping systems. The purpose of this study is to investigate the performance of hydrostatic thrust bearing operating with ER lubricant.

Reynold’s equation was used to model the flow of the ER lubricant in the bearing. The continuous Bingham model was used to express the viscosity of the ER lubricant as a function of yielding stress, applied electric field and shear strain rate. The Reynolds equation is solved using the finite element method (weighted residual approach) to compute the film pressure as a primary variable and the lubricant flow rate, load-carrying capacity, stiffness and damping parameters as associated performance indices.

The effects of the pocket shape, compensating elements and ER lubricant on the bearing performance were investigated. The application of ER lubricant significantly enhanced the load-carrying capacity (48.2%), stiffness (49.8%) and damping (4.95%) of the bearings. Circular and triangular pocket bearings with constant-flow valves have been reported to provide better steady-state and rotor-dynamic performances, respectively.

This study presents the effect of an ER lubricant on the rotor-dynamic performance of hydrostatic thrust bearings with different pocket shapes.

The present paper proposes a theoretical analysis of the stability characteristics of a rigid rotor‐hybrid bearing system. It is intended that on the basis of the numerical results drawn from this study, the optimal restriction parameter for stable operation can be determined for use in the bearing design process.

A rigid rotor supported by hybrid oil film bearings with six recesses and capillary‐compensated restrictors is studied. In order to facilitate the calculation of film dynamics, using the perturbation method, the Reynolds equation was linearized and subsequently solved using finite difference techniques, whilst the stability maps were determined by the Routh‐Hurwitz method.

The data reported here suggest that the stability characteristics of the rigid rotor‐bearing system could be improved by the use of shallow, dual‐recessed hybrid bearings with capillary compensation. For the same restriction parameter and the same land‐width ratio used in large eccentricity case the stability characteristics of a shallow‐recessed bearing is superior to that of a deep‐recessed bearing, however, a deep‐recessed bearing with a small land‐width ratio and a small restriction parameter can provide better stability than a shallow‐recessed bearing with a large land‐width ratio or with a large restriction parameter.

This study proposes an extensive database as a critical requirement in the design of hybrid bearings, in order to ensure that a rotor bearing system is operating stably.

The purpose of this study is to design a closed hydrostatic guideway has the ability to resist large-side load, pitch moments and yaw moments, has good stiffness and damping characteristics, and provides certain beneficial guidance for the design of large-span closed hydrostatic guideway on the basis of providing a large vertical load bearing capacity.

The Reynolds’ equation and flow continuity equation are solved simultaneously by the finite difference method, and the perturbation method and the finite disturbance method is used for calculating the dynamic characteristics. The static and dynamic characteristics, including recess pressure, flow of lubricating oil, carrying capacity, pitch moment, yaw moment, dynamic stiffness and damping, are comprehensively analyzed.

The designed closed hydrostatic guideway has the ability to resist large lateral load, pitch moment and yaw moment and has good stiffness and damping characteristics, on the basis of being able to provide large vertical carrying capacity, which can meet the application requirements of heavy two-plate injection molding machine (TPIMM).

This paper researches static and dynamic characteristics of a large-span six-slider closed hydrostatic guideway used in heavy TPIMM, emphatically considering pitch moment and yaw moment. Some useful guidance is given for the design of large-span closed hydrostatic guideway.

The main objective of this study was to obtain the flow restricting capacity by determining their flow coefficients and to investigate the unsteady flow with low Reynolds number in the flow‐restricting devices such as orifices and capillary tubes having small diameters.

There is an enormous literature on the flow of Newtonian fluids through capillaries and orifices particularly in many application fields of the mechanical and chemical engineering. But most of the experimental results in literature are given for steady flows at moderate and high Reynolds numbers (Re>500). In this study, the unsteady flow at low Reynolds number (10<Re<650) through flow‐restricting devices such as orifices and capillary tubes having very small diameters between 0.35 and 0.70 mm were experimentally investigated.

The capillary tubes have much more capillarity property with respect to equal diameter orifices. Increasing the ratio of capillary tube length to tube diameter and decreasing the ratio of orifice diameter to pipe diameter before orifice increase the throttling or restricting property of the orifices and the capillary tubes. The orifices can be preferred to the capillary tubes having the same diameter at the same system pressure for the hydraulic systems or circuits requiring small velocity variations. The capillary tubes provide higher pressure losses and they can be also used as hydraulic accumulators in hydraulic control devices to attenuate flow‐induced vibrations because of their large pressure coefficients. An important feature of the results obtained for capillary tubes and small orifices is that as the d/D for orifices increases and the L/d reduces for capillary tubes, higher values C are obtained and the transition from viscous to inertia‐controlled flow appears to take place at lower Reynolds numbers. This may be explained by the fact that for small orifices with high d/D ratios and for capillary tubes with small L/d ratios, the losses due to viscous shear are small. Another important feature of the results is that the least variations in C for small orifices and the higher variations in C for capillary tubes occur when the d/D and L/d ratios are smallest. This has favourable implications in hydraulic control devices since a constant value for the C may be assumed even at relatively low values of Re.

To the authors' knowledge, there is not enough information in the literature about the flow coefficients of unsteady flows through capillary tubes and small orifices at low Reynolds numbers. This paper fulfils this gap.

The purpose of this paper is to investigate the static stiffness of hydrostatic bearings with three constant compensations in types of constant‐flow pump, capillary and orifice, and both single‐action and double‐action variable restrictors with cylindrical‐spool, tapered‐spool, and membrane types by film gradient and recess pressure.

This paper utilizes the equations of flow equilibrium to determine the variations of film thickness or displacement of loading table with respect to the varying of recess pressure. For a hydrostatic bearing whose recess pressures are controlled by compensations, the stiffness characteristics can be presented directly by these variations.

The usage range of recess pressure and compensation parameters should be selected to correspond to a variation with smallest gradient.

This paper proposes an extensive database as a critical requirement for the selection of types and parameters of the compensation as to yield the acceptable or optimized characteristics in design of hydrostatic bearings.