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EXTENDING BEARING LIFE
Abstract：Nature works hard to destroy bearings, but their chances of survival can be improved by following a few simple guidelines. Extreme neglect in a bearing leads to overheating and possibly seizure or, at worst, an explosion. But even a failed bearing leaves clues as to what went wrong. After a little detective work, action can be taken to avoid a repeat performance.
Keywords: bearings failures life
Bearings fail for a number of reasons，but the most common are misapplication，contamination，improper lubricant，shipping or handling damage，and misalignment. The problem is often not difficult to diagnose because a failed bearing usually leaves telltale signs about what went wrong．
However，while a postmortem yields good information，it is better to avoid the process altogether by specifying the bearing correctly in The first place．To do this，it is useful to review the manufacturers sizing guidelines and operating characteristics for the selected bearing.
Equally critical is a study of requirements for noise, torque, and runout, as well as possible exposure to contaminants, hostile liquids, and temperature extremes. This can provide further clues as to whether a bearing is right for a job.
1 Why bearings fail
About 40% of ball bearing failures are caused by contamination from dust, dirt, shavings, and corrosion. Contamination also causes torque and noise problems, and is often the result of improper handling or the application environment．Fortunately, a bearing failure caused by environment or handling contamination is preventable，and a simple visual examination can easily identify the cause．
Conducting a postmortem il1ustrates what to look for on a failed or failing bearing．Then，understanding the mechanism behind the failure, such as brinelling or fatigue, helps eliminate the source of the problem.
Brinelling is one type of bearing failure easily avoided by proper handing and assembly. It is characterized by indentations in the bearing raceway caused by shock loading－such as when a bearing is dropped-or incorrect assembly. Brinelling usually occurs when loads exceed the material yield point(350,000 psi in SAE 52100 chrome steel)．It may also be caused by improper assembly, Which places a load across the races．Raceway dents also produce noise，vibration，and increased torque.
A similar defect is a pattern of elliptical dents caused by balls vibrating between raceways while the bearing is not turning．This problem is called false brinelling. It occurs on equipment in transit or that vibrates when not in operation. In addition, debris created by false brinelling acts like an abrasive, further contaminating the bearing. Unlike brinelling, false binelling is often indicated by a reddish color from fretting corrosion in the lubricant.
False brinelling is prevented by eliminating vibration sources and keeping the bearing well lubricated. Isolation pads on the equipment or a separate foundation may be required to reduce environmental vibration. Also a light preload on the bearing helps keep the balls and raceway in tight contact. Preloading also helps prevent false brinelling during transit.
Seizures can be caused by a lack of internal clearance, improper lubrication, or excessive loading. Before seizing, excessive, friction and heat softens the bearing steel. Overheated bearings often change color，usually to blue-black or straw colored．Friction also causes stress in the retainer，which can break and hasten bearing failure．
Premature material fatigue is caused by a high load or excessive preload．When these conditions are unavoidable，bearing life should be carefully calculated so that a maintenance scheme can be worked out．
Another solution for fighting premature fatigue is changing material．When standard bearing materials，such as 440C or SAE 52100，do not guarantee sufficient life，specialty materials can be recommended. In addition，when the problem is traced back to excessive loading，a higher capacity bearing or different configuration may be used．
Creep is less common than premature fatigue．In bearings．it is caused by excessive clearance between bore and shaft that allows the bore to rotate on the shaft．Creep can be expensive because it causes damage to other components in addition to the bearing．
0ther more likely creep indicators are scratches，scuff marks，or discoloration to shaft and bore．To prevent creep damage，the bearing housing and shaft fittings should be visually checked．
Misalignment is related to creep in that it is mounting related．If races are misaligned or cocked．The balls track in a noncircumferencial path．The problem is incorrect mounting or tolerancing，or insufficient squareness of the bearing mounting site．Misalignment of more than 1/4·can cause an early failure．
Contaminated lubricant is often more difficult to detect than misalignment or creep．Contamination shows as premature wear．Solid contaminants become an abrasive in the lubricant．In addition。insufficient lubrication between ball and retainer wears and weakens the retainer．In this situation，lubrication is critical if the retainer is a fully machined type．Ribbon or crown retainers，in contrast，allow lubricants to more easily reach all surfaces．
Rust is a form of moisture contamination and often indicates the wrong material for the application．If the material checks out for the job，the easiest way to prevent rust is to keep bearings in their packaging，until just before installation．
2 Avoiding failures
The best way to handle bearing failures is to avoid them．This can be done in the selection process by recognizing critical performance characteristics．These include noise，starting and running torque，stiffness，nonrepetitive runout，and radial and axial play．In some applications, these items are so critical that specifying an ABEC level alone is not sufficient．
Torque requirements are determined by the lubricant，retainer，raceway quality(roundness cross curvature and surface finish)，and whether seals or shields are used．Lubricant viscosity must be selected carefully because inappropriate lubricant，especially in miniature bearings，causes excessive torque．Also，different lubricants have varying noise characteristics that should be matched to the application. For example，greases produce more noise than oil．
Nonrepetitive runout(NRR)occurs during rotation as a random eccentricity between the inner and outer races，much like a cam action．NRR can be caused by retainer tolerance or eccentricities of the raceways and balls．Unlike repetitive runout, no compensation can be made for NRR.
NRR is reflected in the cost of the bearing．It is common in the industry to provide different bearing types and grades for specific applications．For example，a bearing with an NRR of less than 0.3um is used when minimal runout is needed，such as in disk—drive spindle motors．Similarly，machine—tool spindles tolerate only minimal deflections to maintain precision cuts．
Consequently, bearings are manufactured with low NRR just for machine-tool applications． Contamination is unavoidable in many industrial products，and shields and seals are commonly used to protect bearings from dust and dirt．However，a perfect bearing seal is not possible because of the movement between inner and outer races．Consequently，lubrication migration and contamination are always problems．
Once a bearing is contaminated, its lubricant deteriorates and operation becomes noisier．If it overheats，the bearing can seize．At the very least，contamination causes wear as it works between balls and the raceway，becoming imbedded in the races and acting as an abrasive between metal surfaces．Fending off dirt with seals and shields illustrates some methods for controlling contamination．
Noise is as an indicator of bearing quality．Various noise grades have been developed to classify bearing performance capabilities．
Noise analysis is done with an Anderonmeter, which is used for quality control in bearing production and also when failed bearings are returned for analysis. A transducer is attached to the outer ring and the inner race is turned at 1,800rpm on an air spindle. Noise is measured in andirons, which represent ball displacement in μm/rad.
With experience, inspectors can identify the smallest flaw from their sound. Dust, for example, makes an irregular crackling. Ball scratches make a consistent popping and are the most difficult to identify. Inner-race damage is normally a constant high-pitched noise, while a damaged outer race makes an intermittent sound as it rotates.
Bearing defects are further identified by their frequencies. Generally, defects are separated into low, medium, and high wavelengths. Defects are also referenced to the number of irregularities per revolution.
Low-band noise is the effect of long-wavelength irregularities that occur about 1.6 to 10 times per revolution. These are caused by a variety of inconsistencies, such as pockets in the race. Detectable pockets are manufacturing flaws and result when the race is mounted too tightly in multiplejaw chucks.
Medium-hand noise is characterized by irregularities that occur 10 to 60 times per revolution. It is caused by vibration in the grinding operation that produces balls and raceways. High-hand irregularities occur at 60 to 300 times per revolution and indicate closely spaced chatter marks or widely spaced, rough irregularities.
Classifying bearings by their noise characteristics allows users to specify a noise grade in addition to the ABEC standards used by most manufacturers. ABEC defines physical tolerances such as bore, outer diameter, and runout. As the ABEC class number increase (from 3 to 9), tolerances are tightened. ABEC class, however, does not specify other bearing characteristics such as raceway quality, finish, or noise. Hence, a noise classification helps improve on the industry standard.