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Developments in engine bearing design F.A. Martin* Some of the important recent developments in engine bearing design tech- niques are highlighted. The availability of increased computing power has enabled more realistic assumptions about bearing conditions to be considered; these include oil feed features, oil film history, non-circular bearings, inertia effects due to journal centre movement, improved prediction of main bearing loads, flexible housings and special bearings. References to these advances are made, together with illustrations of how they affect predicted bearing performance. Experimental evidence is also being obtained, which helps to verify and give confidence in the analytical predictions Keywords: journal bearings, bearings + design, hydrodynamic lubrication, bearing stress, bearing housings, oil grooves Engine bearing performance is dependent upon many factors, from the mechanical configuration of the engine to the hydrodynamics of the oil film. This paper highlights the more important factors to be considered, and relates them to recent advances, both published and unpublished, throughout the world. The review attempts not just to reference these advances, but to illustrate how they extend the areas of performance prediction, experimental verifica- tion and the design of special bearings. Historically, the earliest attempts at the design of dynamic- ally loaded bearings were based on maximum allowable specific load (defined as maximum applied load divided by projected bearing area), and this is still a valuable parameter. With the advent of graphical and numerical techniques capable of solving a hydrodynamic bearing model, albeit still highly simplified, estimates of minimum oil film thick- ness could be made, and used as a comparator to judge the likelihood of problems on new engines. A comprehensive study of those early predictive methods can be found in the 1967 review paper by Campbell et al I ; as a study case this used the big end bearing of a Ruston and Hornsby VEB Mk III 600 hp, 600 r/min diesel engine. Nearly twenty predicted and experimental journal orbits from various sources were discussed in the volume of I. Mech. E. proceedings which contained that paper, and the same study case is still being used by workers in this field today (polar load diagram, Fig 1 (a); complete data, Ref 1). It has been used in this review to illustrate some of the subse- quent advances in prediction capabilities. Many of the major assumptions used in the early prediction methods were certainly not realistic, but were used as expedients to obtain a mathematical model which could be solved with the limited computing capabilities then available. These assumptions included circular rigid bearings and a perfect supply of isoviscous Newtonian oil. In many cases the bearing surface was assumed to be uninterrupted by oil feed features in the developed film pressure regions and, external to the bearing, the calculation of the main bearing loads took no account of the crankshaft and crank- case stiffnesses. Over the last decade increases in computing power have meant that many of those early assumptions are no longer *Department of Applications Engineering, The Glacier Metal Com- pany Limited, Alperton. Wembley, Middlesex HAO 1HD, UK necessary and work has been carried out on bearing shapes 23 elastic connecting rod bearing 4 , oil feed feat- ures s6 , oil film history 7 , and more realistic main bearing load sharing 89 . This is in keeping, although a little late, with the 1967 prophecy from Campbell , which stated that: It is the authors belief that, with the continuing rapid advance in computational methods and with the growing awareness of the powerful design techniques which are A AB a D - B k ,j b E C ,4 i i aT- C v Fig 1 Polar load diagrams for VEB connecting-rod bearing relative to: (a) connecting rod axis, (b) cylinder axis, (c) crankpin axis TRIBOLOGY international 0301 679X/83/030147 -18 $03.00 1983 Butterworth relating to the VEB big end stud, case use EooKers short oearing Mobility solution. The Mobi!ity coT:co-or :qas been successfully applied over the last t 5 years, ano. .z explained in detail elsewhere u . its great attraction is the way L splits journal movement into two con:onents squeeze and whirl, which enab!e a FulI orbi! to be caicu lated ver)/ rapidly with no reiterative caicuiations a each time step. For completeness the short bearing VEB )er hal centre orbit is included in the new %urvev af orbits in Fig 2a (supplementing those in Ref I, and the variation fn minimum film thickness at different times tLroughot. the load cycle (defined by crank angle) is shown i: Fig 3. 148 983 Voi !8 N mining the operating viscosity or viscosities in the bearing. Secondly the prediction of friction (and therefore power loss) is important in its own right when looking for minimum energy loss. A comprehensive text showing the development of frictior: and power loss equations for dynamicaty loaded bearings is given in the appendix of a paper by Booker, Goenka and van Leeuwen 9 . It is very general and considers a free body analysis of the lubricant film. The equation for friction power (the rate of work done on the film) involved three terms: Power loss = (Jr :qR3 L/C) A,oAoo- e x Fo d0 + F (3) The last term is often negligible; it dominates where there is I a. 5Oi , I, t- - z5 i! / i f J 15 I o IO - 5 Constant viscosity l . Viscosity calculated from 0.5 P,ex 0 Viscosity clculted from Pme ,I o-41 O.5. I o.,! 0 90 180 2_70 :560 450 540 6.30 720 Crenk angle 82 ,degrees Fig t2 Predicted performance considering pressure viscosity effects (VEB) (Pmax is the instantaneous maximum film pressure) little relative rotatmn, (eg squeeze fiim bearings). The first zerm generally predominates m ergine bearings and J( z 2r film fie. one that is active over the full circmfere,ce ; the bearing) this erm becomes. 2re (rgR3 LooP /C)/( i = uP) Tbds term is quoted extensively as part of the power loss equation, tt shotid be noted however, that for a fim exterlt (such as the short bearing Mobility method uses tiis verm is not simply halved, since for dynamical loaded bearings the load carrying (active) par of the film rare!;r extends from exactly hmax to the ,min positiotas. The heat balance is often used co predic a stogie efi?ctive: viscosity, found by considering the global effect of total heat generated by friction which is removed by 5e toal oil flow. A refinement on this, particularly for circumfbrentialiy grooved bearings, is to consider two v),scosities One toe- trois oii flow: which will be mostly from the coole thick film region, and the other controls load capacity and fric tion toss, which are meaniy inflenced by t29.e hotter thin lm region Other refinements involve the emperacure variaor throughou the bearing 202 and Jm pressure effects on yrs. cosity -2 . This latter effect can be very significant, as skow for the VEB study case in Fig 12; for tMs exerdse the bear-. ing temperature was assumed cor.szan. Another importan= aspect, with the introductio of ron-Newtonian muRigrade oils, is the effect of shear rae on viscosity (also influerced by temperature) =a . (it is interesting to note hat the VEB study case *s continnally being used independently by others 2 ), fain bearieg load sharing The loads on a big end bearing are reiativeiy simple ,:o calculate, being based on the inertia of the reciprocating and the rotating components and on the gas forces imposed on the piston. The main bearing loads must react agais the big end loads, and traditionatly a staticaRy determinate system has been considered in which the crankshaft is - Static determinate Uneoupled . . . . . Idetermmae coupled z . i I o = S i j -.f / Fig t3 Computed loads centre mum bearing, o,r cylinder engine (Booker/Stkkier, 2 982) t54 June 1983 Vol IG No 3 treated as if it were pin jointed at the axial mid-position of each main bearing. Effectively this means that any main bearing can be influenced by big end loads only in immedi- ately adjacent bays. In practice however both crankshaft and crankcase have finite stiffness, so that very complex interactions can be set up throughout the entire
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