Trends in Lubrication Research on Tapered Roller Bearings: A Review by Bearing Type and Size, Lubricant, and Study Approach

A tapered roller bearing (TRB) is a specialized type of bearing with a high load-to-volume ratio, designed to support both radial and axial loads. Lubrication plays a crucial role in TRB operation by reducing friction and dissipating heat generated during rotation. However, it can also negatively impact TRB performance due to the viscous and inertial effects of the lubricant. Extensive research has been conducted to examine the role of lubrication in TRB performance. Lubrication primarily influences the frictional characteristics, thermal behavior, hydraulic losses, dynamic stability, and contact mechanics of TRBs. This paper aims to collect and classify the scientific literature on TRB lubrication based on these key aspects. Specifically, it explores the scope of research on the use of Newtonian and non-Newtonian lubricants in TRBs. Furthermore, this study analyzes research based on TRB size and type, considering both oil and grease as lubricants. The findings indicate that both numerical and experimental studies have been conducted to investigate Newtonian and non-Newtonian lubricants across various TRB sizes and types. However, the results highlight that limited research has focused on non-Newtonian lubricants in TRBs with an Outer Diameter (OD) exceeding 300 mm, i.e., those typically used in wind turbines, industrial gearboxes, and railways.