1. Introduction
Oil-film bearings are widely used in industry to support rotating shafts especially when diameters, loads and operating speeds are not compatible with the use of simple rolling elements bearings. Nowadays, in modern rotating machines such as compressors, gas or steam turbines and large-sized generators, tilting-pad journal bearings (TPJBs) are used in most cases due to their high dynamic performance.
Although their principle of operation based on hydrodynamic lubrication is very simple, they are still extensively analyzed and studied by many researchers who have developed increasingly sophisticated mathematical models capable of describing the hidden phenomena involved in the effective functioning of the bearings [
1,
2].
The operating limits of these bearings are mainly represented by the maximum operating temperature of the materials used [
3] and by the minimum thickness of the oil-film under which mixed lubrication can occur, with possible friction phenomena [
4]. The heat developed during operation is generated in the oil-film due to the viscous shear stresses and increases as both the viscosity of the lubricant and the speed gradient in the direction of the oil-film thickness increase, i.e., as the tangential speed of the shaft or by decreasing the thickness of the oil-film.
Therefore, the state of the art of bearing models is represented by thermo-elasto-hydrodynamic models (TEHD) in which the temperature distribution in the entire bearing is estimated and the geometry of the oil-film is evaluated considering the deformation of the shaft-bearing system due to the mechanical and thermal stresses [
5]. Accurate prediction of the TPJB performance plays an important role for ensuring satisfactory machine reliability. The estimation accuracy strongly depends on greater sophistication of modeling algorithms, computational methods and hardware.
Although 2D thermal models provide a good estimate of the mean temperature distribution in the lubricant film but only in the gap between shaft and pads, more complex 3D computational fluid dynamics (CFD) thermal models are capable of evaluating the temperature distribution across the entire bearing as analyzed in [
6]. In particular, the most critical part for modeling is the one in correspondence of the oil inlet nozzles between two consecutive pads as discussed in [
7]. In this area the hot oil coming from the previous pad and the cold oil coming from the inlet channels in the bearing are mixed. The results indicate that, in comparison with the CFD model, the conventional approach by ignoring the 3D flow physics between pads can produce considerably different bearing performances such as pressure, temperature, heat flux, dynamic viscosity, and film thickness distributions.
The reduction of the temperature can be obtained, for example, by using offset pivot pads (typical 60% offset) or simply by increasing the flow rate of the feed oil. Recently, the same authors have studied the reduction of the temperature through multivariate analyzes on the bearing geometry [
8]. In this study, the variation of the assembled clearance
, preload factor
, pad pivot offset and flow rate between pads were considered. They concluded that the best temperature reduction can be achieved with an increase in the assembled clearance, an increase in the pivot offset and flow rate for the loaded pad. They also showed that the best temperature reduction can be achieved with bearings with different pad geometries.
The current trend in bearing development concerns on the one hand the demands of the manufacturers of rotating machines regarding energy saving, and on the other hand concerns the adoption of innovative materials in the production of the pads.
For the first aspect, the research is aimed at reducing the power dissipated by viscous friction or reducing the oil supply flow rate to reduce the installed power of the auxiliary systems. The reduction of the power loss can be easily obtained by using low viscosity oils [
9], which leads as a positive consequence in the reduction of the temperature in the bearing. The experimental results show that a reduction approximately of 20–25% of the power loss using a low viscosity oil instead of the reference oil was obtained. In [
10] a novel power loss reduction technique based on the TEHD-CFD model is introduced, by inserting a pocket and step in the pads, to activate cavitation in the pocket while maintaining pad stability. In this research, the power loss was reduced up to 27.3% without a load capacity loss and eccentricity ratio reduction was maximum of 52.8% for the static TPJB performance. Besides, the peak pad temperature and required supply oil flow can be decreased up to 9% and 52.8%, respectively.
In recent years there has been a strong use of polymer lined pads [
11] in TPJBs and to a lesser extent the use of aluminum-tin lined pads [
12]. In general, these advanced coatings allow a bearing size reduction and, therefore, a reduction in power loss. This research showed that the aromatic thermosetting copolyester based coating exhibited the best wear resistance.
However, the main drawback of polymeric linings concerns the adhesion process of the material to the base metal, often protected by patents.
Standard pads are typically steel backed with a Babbitt lining (white metal). The search for new pad coating materials is still linked to the maximum operating temperature of the bearing. Generally, when the working temperature of material reaches above 30–50% of the melting point, the material will be likely to creep [
13], that is the surface movement of the lining due to a combination of high local pressure and high local temperature which exceeds the local yield strength of the material. Babbitt is a tin-antimony-copper alloy, has high load capacity and wear resistance but has a low melting point. Aluminum-tin lined pads provide higher load capacity than Babbitt pads due to higher temperature capability and greater fatigue resistance [
14]. The content of the main alloying element, tin, varied from 5.4 to 11%. The research showed that the low wear rates alloys are characterized with increase content of magnesium, tin, and lead in their secondary structures. It was also found that alloys containing more than 0.3% Mg have the highest seizure load values. The lowest seizure load was observed for the alloys either without or with the minimum magnesium content.
Polyetheretherketone (PEEK) materials have higher operating temperature capabilities, show good electrical insulation, have a very-low coefficient of friction that allows to reduce torque and wear at start-up, eliminating in some cases the need for jacking oil pumps [
15]. In this study, a thrust bearing with a steel pad with a 2-mm-thick hard-polymer liner was compared with that one using hard-polymer material for entirely pad whose elastic modulus is just 12.5 GPa. A novel TEHD model that considers a 3D thermal energy transport equation in the fluid film, coupled with heat conduction equations in the pads, and a generalized Reynolds equation with cross-film viscosity variation was developed. Generally, the bearing with solid hard-polymer was demonstrated to be suitable for operation at a turbulent flow condition. It shows a lower power loss and a larger film thickness; however, it requires too large supply flowrate. In comparison with a babbitted-steel pad, a hard-polymer liner isolates the pad from the fluid film and can reduces the temperature rise up to 30 °C (50%).
Conversely, PEEK material has a poor thermal conductivity, that is, behaving as a thermal insulator towards the base steel of the pad which remains colder than in the case of the white metal coating. This leads to a problem of misinterpreting the temperature value measured by the temperature probes [
16]. Typically, at least one thermal probe is installed in the base steel part of the pad placed in the direction of the load. The measured temperature is often used as an alarm indicator in case of friction between shaft and bearing. However, the lower temperature in the steel base part of the shoe leads to a beneficial reduction of the thermal deformation of the pad itself [
17]. In this study, a 500 mm five-pad TPJB with thin layer PEEK lined pads was investigated using TEHD model. It was found that a reduction in axial deflection can be obtained by increasing the minimum film thickness and decreasing the film thickness at the axial edges of the PEEK lined pad. The relative mechanical compression of the PEEK liner is much higher than the white metal one. However, due to the low PEEK lining thickness of 0.6 mm and the mechanically induced axial deflection, notable concavity in the highest pressure region was not found.
The influence of pad compliance on the dynamic characteristics of TPJBs was fully investigated by Matthew et al. [
18]. They changed the pivot geometry and Young’s modulus of the pad backing and pad liner to vary the pad compliance. It was concluded that the dynamic behaviors of the TPJBs at high dynamic loads were considerably depended on the pad compliance. Higher compliance of the pad backing can increase in oil-film pressure and decreases the oil-film thickness. Besides, the tapers are necessary to increase oil-film thickness in bearings with compliant liners. In order to avoid excessive deformation of the pad with ball–socket pivots and improve bearing aligning properties, authors recommended to apply a compliant liner to the line pivot pads and choose suitable elastic property of the polymer for the pad liner for the conditions of both static and dynamic performance.
Dynamic stiffness and damping coefficients of the polymer faced TPJBs at different working conditions were studied in [
19]. Authors used two PEEK faced pads, one polytetrafluoroethylene (PTFE) faced pad and two entirely PEEK pads to determine the effect of variable bearing pressure, pivot features and different material of the polymer layer. From the experimental results, it was concluded that the entirely PEEK pads bearing can increase the damping and decrease the stiffness characteristics compared to pads with a PEEK lining and steel backing. Similar effects were obtained for a softer (PTFE) pad liner bearing with a steel backing. Also, the bearing with entirely PEEK pads were slightly hotter than the steel backing pads. The PEEK and PTFE surfaces backed by steel seem to provide the same thermal features.
In the literature, the behavior of PEEK-coated pads has been studied by experimental tests or by numerical simulations. Higher loads compared to Babbitt-coated pads and the resulting thermal behavior of the pads as measured by the probes in the experiments were tested. Warmer bearings and a lower probe temperature were observed in the experiments. The increase in operating range is generally attributed to the low friction properties of PTFE or PEEK coatings. The reasons for the increased operating range of bearing with PEEK coated pads will be examined in the paper considering the stress in the coating material. Finally, the experimental results on the thermal behavior of the bearing will be demonstrated by means of numerical simulations.
The static characteristics of bearings lined with Babbitt and PEEK will be investigated and compared and the effectiveness of PEEK material highlighted. Different coating thicknesses will be also analyzed to verify the existence of a possible optimal value of the coating thickness. The temperature distribution in the bearing will be evaluated by means of a full 3D thermal model that include the oil-films, the pads and a portion of the shaft. The deformation of the pads will be evaluated by means of a finite element model. The von Mises stresses in the lining will be evaluated and compared to the 0.2% offset yield strength of each lining material.
At the end, the permissible operating range in terms of load and speed will be defined for each material by considering the limits on the maximum temperature, permissible mechanical stress and minimum oil-film thickness.
2. Bearing Model
In the analysis a small TPJB with a nominal diameter of 100 mm has been considered. The bearing has five pads of rocker-back type with center pivot in the load-on-pad (LOP) configuration. Direct lubrication is obtained by means of oil nozzles between the pads which also maintain the tangential position of the pads themselves. The scheme of the bearing along with the bearing drawings are shown in
Figure 1, whereas the nominal bearing geometry parameters are listed in
Table 1. The black dots in
Figure 1 represent the pivot position, whereas the red dots represent the position of the temperature probe installed in each pad in the so-called 50–50% position, i.e., in the middle of axial and tangential directions, and at a distance of 2 mm under the pad lining.
The bearing model includes the equations for the equilibrium of pads and shaft, the 2D generalized Reynolds equation for the pressure distribution, a full 3D finite element thermal model composed of pads, oil-films and shaft and the finite element model for the mechanical and thermal deformation of the pads.
2.1. Oil-Film Forces and Pressure Distribution
The vector of the degrees of freedom of the system is given as follows:
where
and
represent the shaft centre position,
represents the tilt angle of the
k-th pad and
is the number of pads. The equilibrium position of the system is given by the equilibrium of the oil-film forces on each pad and shaft.
In static conditions, the equilibrium of each pad is reached when the moment
of the oil-film forces
w.r.t. the pivot is null, whereas the equilibrium of the shaft is obtained when the resultant of the oil-film forces of all the pads balances the load
on the shaft:
The oil-film forces acting on each pad are obtained by integrating the oil-film pressure and shear stresses distributions. The 2D pressure distribution is obtained by means of the generalized Reynolds equation that takes into account the variation of viscosity and mass density in the direction of oil thickness. The generalized form of Reynolds equation is used instead of its classical form due to availability of the 3D temperature distribution, and therefore of the 3D distribution of viscosity and density, provided by the 3D thermal model. In stationary conditions the generalized Reynolds equation is as follows [
20]:
where
is the tangential direction, is the axial direction, is the thickness direction, is the oil-film thickness, is the pressure in the oil-film, is the dynamic viscosity of the oil and is the mass density of the oil. The velocity vector components of the shaft and the pads are described by and , respectively, where represents the velocity component along the tangential direction ( coordinate), the velocity component along the radial direction ( coordinate) and the velocity component along the axial direction ( coordinate).
2.2. Thermal Model
The dynamic viscosity
and the mass density
of the oil in Equation (1) are assumed to be functions of the temperature
only, neglecting the dependency on pressure and shear rate, as follows:
where
and
are the viscosity index and the coefficient of thermal expansion of the oil, respectively.
The temperature distribution in the entire bearing is obtained by a three-dimensional thermal model that includes a portion of the shaft, the oil-films and the pads. In this way it is possible to simulate a more realistic heat exchange, where the heat generated in the oil-film due to viscous stresses is also dissipated by the shaft and the pads.
The energy equation of each oil-film, assuming laminar flow, is as follows:
where
and
are the thermal conductivity and the heat capacity of the oil, respectively. Heat conduction, at steady state, only occurs in the shaft and the pads:
where
and
are the thermal conductivity coefficients of the shaft and the pad, respectively.
Equations (6) and (7) were solved by means of a finite element method, which mesh is shown in
Figure 2.
Convective boundary conditions with the convection coefficients
for all the surfaces in contact with the lubricating oil at supply temperature of
and
for the surfaces of the two portions of the shaft in contact with the air at room temperature
have been assumed. More details about the thermal model can be found in [
21].
The inlet temperature of the lubricant flowing in the leading edge of each pad to be applied as boundary condition for the solution of Equation (6), is given by the mixing that occurs in the groove of two adjacent pads between the cold oil supplied at temperature by the oil-nozzle and the hot oil at temperature from the previous pad.
In the mixing model it is assumed that the known total supplied flow rate in the bearing is equally distributed on the pads, i.e., .
Considering the mass balance and energy equations for the
k-th groove and the
k-th pad, the inlet temperature of the
k-th pad can be obtained as follows:
where
is the mixing coefficient defined as follows [
21]:
When a large amount of cold supplied oil is fed into the groove , , which means that the oil entering the k-th pad is not affected by the hot oil coming from the previous pad. Perfect mixing occurs when .
2.3. Pad Deformation
The deformation of the pad (displacement
) due to thermal and mechanical stresses is governed by the elasticity equation:
where
is the tensor of mechanical properties,
is the thermal expansion coefficient,
is Young’s modulus, and
is Poisson’s ratio of the material.
Equation (10) has been solved using a finite element model, which tetrahedral mesh is shown in
Figure 3.
As boundary conditions, a null displacement has been assumed for the surface of the pad corresponding to the pivot part. The pressure and the shear fields obtained from the Reynolds equation have been applied to the active surface of the pad.
The resultant deformation of the pad surface has been then transformed in the change of oil-film thickness.