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This paper gives a review of the finite element techniques (FE) applied in the analysis and design of machine elements; bolts and screws, belts and chains, springs and dampers, brakes, gears, bearings, gaskets and seals are handled. The range of applications of finite elements on these subjects is extremely wide and cannot be presented in a single paper; therefore the aim of this paper is to give FE researchers/users only an encyclopaedic view of the different possibilities that exist today in the various fields mentioned above. An Appendix included at the end of the paper presents a bibliography on finite element applications in the analysis/design of machine elements for 1977‐1997.

The current trend of modern industry is to use machineries which rotate at high speed along with the capability of carrying heavy rotor loads. This paper aims at static thermal analysis of two different profiles of non-circular journal bearings – a true elliptical bearing and orthogonal bearing.

The Reynolds equation has been solved through finite difference method to compute the oil film pressure. Parabolic temperature profile approximation technique has been used to solve the energy equation and thus used for computation of various bearing performance characteristics such as thermo-hydrodynamic oil film pressure, temperature, load capacity, Sommerfeld number and power loss characteristics across the bearing. The effect of ellipticity ratio on the bearing performance characteristics has also been obtained for both the elliptical and vertical offset bearing using three different commercially available grades of oil (Hydrol 32, 68 and 100).

It has been observed that the thermo-hydrodynamic pressure and temperature rise of the oil film is less in orthogonal bearing as compared to the true elliptical bearing for same operating conditions. The effect of ellipticity ratio of non-circularity on bearing performance parameters have been observed to be less in case of elliptical bearing as compared to orthogonal bearing. It has been concluded that though the rise in oil film temperature is high for true elliptical bearing, but still it should be preferred over orthogonal profile under study, as it has comparably good load-carrying capacity.

The performance parametric analysis will help the designers to select such kind of non-circular journal bearing for various applications.

The purpose of this study is to examine the thermo-hydrodynamic performance of tilted non-circular journal bearings lubricated with a micropolar fluid. The investigated bearing types are two- and three-lobe journal bearings with finite length.

For this purpose, modified Reynolds, energy and three-dimensional Laplace equations are solved numerically by using generalized differential quadrature method. The effects of micropolarity characteristics of lubricants, such as characteristic length and coupling number, as well as tilt angle as a design parameter, on the performance of non-circular two- and three-lobe journal bearings are studied.

The results show that the tilt angle can affect the temperature and pressure profiles causing variation in the performance of non-circular bearings. Increasing coupling number and decreasing characteristic length cause the load-carrying capacity to decrease because of the increase in maximum oil temperature of the fluid film of lubricant and decrease in the minimum oil base viscosity. So, it is possible to select suitable values of tilt angle for achieving optimum performance of these bearings.

The non-circular bearings suggest several design parameters such as tilt angle for designers. By considering thermal effects for micropolar lubricant, the requirements of a specific application can be fulfilled.

The purpose of this paper is to study the effect of liner surface texture on journal bearing performance. Modeling the profile curvature of the dimples or grooves is planned for different cases of texture surface under thermo-hydrodynamic condition (THD). The aim of this paper is to determine the effect the texture surface on the performance of journal bearing and specify the optimum shape for texture dimples.

The paper was opted for an exploratory study by applying finite difference method to solve the energy equation, the heat conduction equations and the Reynolds equation numerically. The lubricant film thickness is divided to a mesh of 640,000 points. The equations were solved for each point of the mesh by using a MATLAB code. For texture shape optimization, 24 cases of different texture shapes were selected which includes elliptical, triangle and square curvature shape.

The paper provides theoretical insights about the effect of texture shape on journal bearing performance. It was concluded that to get a high load-carrying capacity, the direction of curvature is preferably to be perpendicular to the sliding direction. The convex texture has higher load carrying capacity than concave texture. Finally, the surface with textures in channel form yields better overall performance than the surface with several dimples.

This paper fulfils an identified need to study how texture surface affects the performance of journal bearing under thermo-hydrodynamic conditions.

The growing demand of efficiency and economy has led to a dramatic increase of the operating speed of the journal bearing, with a higher temperature distribution. This paper aims to investigate the three-dimensional temperature distribution of journal bearings.

A thermo-hydrodynamic lubrication model of a journal bearing was established based on the full 3D CFD method. A two-sided wall was used to include the conjugate heat transfer effect. The temperature-dependent characteristics of lubrication and cavitation impact were also included. The simulation results well agreed with the experimental results. Based on this method, the three-dimensional temperature distribution was analyzed under different operating conditions.

The temperature distribution in the radial direction had a difference. An increase of speed and de-crease of inlet temperature promoted temperature differences in the higher temperature zone and the increasing temperature zone, respectively. However, the inlet pressure had less influence on these differences. The temperature distribution was basically the same at a lower bearing conductivity. As the conductivity increased, the radial temperature difference was increased.

The temperature distribution in the radial direction was found under different operating conditions, and the present research provides references to understand the three-dimensional temperature distribution of journal bearings.

This paper aims to give the guidance for the design of the bearing.

The finite element method, the multi-body dynamics method, the finite difference method and the tribology are combined to analyze the lubrication.

The performance parameters of crankshaft-bearing system such as the misalignment, the oil filling ratio and the oil groove are also investigated. Misalignment causes the pressure to incline on one side and the pressure increases obviously. Filling ratio has great relationship with pressure distribution; the factors influencing the filling ratio are also analyzed. Different oil groove models are investigated, as it can provide the theory for oil groove design, and three factors above are always combined to influence the lubrication characteristics.

The optimization of bearing system is conducted by orthogonal test and neural network, unlike the linear optimization theory. Neural network uses the nonlinear theory to optimize crankshaft-bearing system.

The purpose of this paper is to investigate the effect of fluid–structure interaction in micro-scale on the performance of the hydrostatic spindle and improve the analysis precision of the dynamic performance of hydrostatic spindle.

Dynamic analysis of hydrostatic spindle before and after fluid–structure interaction is carried out according to stiffness and damping performance of the bearing, which demonstrates that the natural frequency and peak response of the spindle are increased in the micro-scale.

It is concluded from the simulation and experimental results that there is micro-scale effect in the actual operation of the spindle system and slippage exists in the oil film flow. The error between the modal detection result and the theoretical value is within 10 per cent, which also verifies the correctness of the above conclusions.

This paper analyzes the changes of the bearing performance parameters at macro- and micro-scale, which present the influence of the static and dynamic performance of the spindle in the micro-scale.

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.

The purpose of this paper is to reveal the transient thermo-elasto-hydrodynamic lubrication mechanism of a bidirectional thrust bearing in a pumped-storage unit, and to propose the transient simulation method of two-way fluid-solid-thermal interaction of thrust bearing.

The transient fluid-solid-thermal interaction method is used to simulate the three-dimensional lubrication of the thrust bearing, during the start-up and shutdown process of a pumped storage unit. A pad including an oil hole is modelled to analyze the temporal variation of lubrication characteristics, such as the film pressure, thickness and temperature, during the transient operation process.

The injection of the high-pressure oil sufficiently affects the lubrication characteristics on film, in which the hysteresis phenomena were found between the start-up and shutdown possess.

This paper reveals the transient lubrication mechanism of tilting pad in a thrust bearing, by means of transient fluid-solid-thermal interaction method. Lubrication characteristics are simulated without assuming the temperature relationship between the oil film inlet and the outlet and the heat transfer on the pad free surface. This paper provides a theoretical basis for the safe design and stable operation of thrust bearings.

The non-circular journal bearings may be used over circular journal bearings because of their superior thermal stability. The paper aims at experimental study of thermal performance of two different true elliptical and orthogonally displaced non-circular journal bearing profiles.

The experiments have been conducted on a specially designed test rig which simultaneously evaluates oil film pressure and temperature along the circumference of non-circular journal bearing. The tests are conducted for the designed true elliptical and orthogonally displaced journal bearing at three different rotational speeds of 2,000, 3,000 and 4,000 rpm under the influence of steadily applied load varied from 0.5 to 2.0 kN. The data collected during experimentation have been used to evaluate thermal performance parameters such as maximum pressure, flow rate and effective temperature of the bearings under study.

It has been observed experimentally that two lobes of pressure and temperature have been obtained for both the elliptical and orthogonally displaced journal bearing. The negative pressure zone (cavitation area) has been observed to be reduced along the circumference for both the journal bearings which results in less thermal degradation of an oil as compared to circular journal bearing. The oil film pressure and temperature increases with the increase in radial load of both the bearings. The maximum temperature rise of oil film is more in case of elliptical bearing as compared to the orthogonally displaced bearing.

The experimental data presented in this paper will help the designers to select such kind of non-circular journal bearing for various applications. The designed bearings have resulted in reduced cavitation zone and two positive pressure lobes have been observed which may result in application of such bearings as an alternate for circular journal bearing.