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Keywords = tapered bearing

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35 pages, 6667 KB  
Article
Contact Mechanics Analysis of Main Rotor Shaft Bearings in a Helicopter Main Gearbox Under Flight Load Spectrum
by Feng Zhang, Hongjian Wu, Yanan Zhang, Hongbin Liu, Baolin Jia, Xinlong Wu, Kun Zhao, He Liu and Wenhu Zhang
Lubricants 2026, 14(6), 228; https://doi.org/10.3390/lubricants14060228 - 31 May 2026
Viewed by 392
Abstract
To investigate the contact mechanical performance of helicopter main gearbox rotor shaft bearings under a complex load spectrum, this study focuses on the contact stress and load-carrying characteristics of bearings operating under high-speed and heavy-load conditions. Based on the rotor shaft system of [...] Read more.
To investigate the contact mechanical performance of helicopter main gearbox rotor shaft bearings under a complex load spectrum, this study focuses on the contact stress and load-carrying characteristics of bearings operating under high-speed and heavy-load conditions. Based on the rotor shaft system of a helicopter main gearbox and Hertzian contact theory, quasi-static analyses were performed on four tapered roller bearings and one cylindrical roller bearing mounted on the shaft system conducted in Romax. The results indicate that the maximum contact stresses of the bearings do not exhibit sustained high-stress states under most operating conditions. The peak-stress conditions account for only extremely small time proportions in limited cases, namely 0.003429% and 0.025%. The contact stresses on both the inner and outer raceways exhibit a non-uniform distribution along the roller length, with local peak values appearing near the highly loaded roller-raceway contact regions. This suggests that during the design process of the helicopter main gearbox rotor shaft, special attention should be given to this region. The present results provide a theoretical basis for subsequent life-index verification and offer an effective analytical method for the design and validation of such critical components. Full article
(This article belongs to the Special Issue Machine Design and Tribology)
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15 pages, 1975 KB  
Article
Post-Buckling Failure Mechanism and Optimal Tapered Termination Design for Composite Hat-Stiffened Panels
by Guofan Zhang, Chunhua Wan, Liang Chang and Xiaohua Nie
Aerospace 2026, 13(5), 467; https://doi.org/10.3390/aerospace13050467 - 15 May 2026
Viewed by 346
Abstract
Composite hat-stiffened panels are widely used in civil aircraft structural design as typical closed-section stiffened components with high load-carrying efficiency. To accurately predict the post-buckling bearing capacity and optimize the tapered termination design of such panels, this paper investigates the failure process of [...] Read more.
Composite hat-stiffened panels are widely used in civil aircraft structural design as typical closed-section stiffened components with high load-carrying efficiency. To accurately predict the post-buckling bearing capacity and optimize the tapered termination design of such panels, this paper investigates the failure process of composite hat-stiffened panels with tapered ends through physical modeling and numerical analysis. A nonlinear failure analysis model is established by introducing the failure mechanisms of adhesive interfaces and composite laminates. The modeling method is verified against experimental results, showing discrepancies of 2.7% for buckling load and 3.5% for post-buckling failure load, respectively. Based on the validated numerical approach, parametric studies are carried out to analyze the effects of termination taper parameters on buckling and post-buckling mechanical behaviors. The results indicate that the termination taper design effectively adjusts the stiffness matching between stiffeners and skin and relieves local stress concentration. The optimal taper angle of 120° is recommended, where the failure load increases by 22% to 141.8 kN compared to the baseline configuration, significantly improving its post-buckling load-carrying capacity. The findings of this study can provide technical references for the design of stiffened composite panels with tapered stringer terminations in aerospace engineering. Full article
(This article belongs to the Special Issue Advanced Aircraft Composite Structure Design)
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23 pages, 5904 KB  
Article
Study on the Bearing Performance and Influencing Parameters of Variable Cross-Section Cement–Soil Pipe Piles
by Xiaokang Wei, Chong Zhou, Gongfeng Xin, Yongsheng Yin, Chao Li, Shuai Wang and Jianrui Zhu
Coatings 2026, 16(5), 515; https://doi.org/10.3390/coatings16050515 - 23 Apr 2026
Viewed by 452
Abstract
Variable cross-section cement–soil pipe piles are an innovative soft ground improvement technology. They are tubular, special-shaped cement–soil mixing piles characterized by a tapered profile along the pile shaft (larger diameter at the top and smaller at the bottom) and an internal soil core. [...] Read more.
Variable cross-section cement–soil pipe piles are an innovative soft ground improvement technology. They are tubular, special-shaped cement–soil mixing piles characterized by a tapered profile along the pile shaft (larger diameter at the top and smaller at the bottom) and an internal soil core. They offer advantages including reduced material consumption, lower engineering cost, and shorter construction duration. However, the systematic theoretical understanding of their bearing performance remains insufficient. In this study, the bearing mechanism and influencing parameters of variable cross-section pipe piles were systematically investigated via full-scale field tests, numerical simulations, and laboratory model tests. An exponential decay constitutive model considering the strain-softening behavior of cement–soil was developed and implemented through secondary development in the ABAQUS platform for parametric analysis. Laboratory model tests were further conducted to advance the understanding of the bearing mechanism of variable cross-section pipe piles. The results show that the ultimate bearing capacity of the proposed variable cross-section cement–soil pipe pile is approximately 189% higher than that of the conventional ones. The expanded outer diameter and expanded height are the dominant factors affecting the bearing capacity, while the inner diameter and pile length have a comparatively minimal influence: increasing the expanded outer diameter from 0.6 m to 1.2 m and the expanded height from 0 m to 5 m increased the ultimate bearing capacity from 445 kN to 868 kN and 936 kN, respectively. The effective pile length is determined to be 6 m, and the recommended minimum wall thickness of the pipe pile is 1/4 of the inner diameter. Laboratory tests further demonstrated an abrupt change in axial force at the variable section. The findings provide reliable theoretical support for the engineering design and field application of cement–soil variable cross-section pipe piles. Full article
(This article belongs to the Section Architectural and Infrastructure Coatings)
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18 pages, 4868 KB  
Article
Empirical Formulas for Plastic Deformation and Yield Criterion of Surface Induction-Hardened Bearings for Wind Turbines
by Xiaoyu Guo, Yan Zhao, Wenjing Lou, Xiaobo Wang, Feng Guo and Haichao Liu
Lubricants 2026, 14(4), 180; https://doi.org/10.3390/lubricants14040180 - 21 Apr 2026
Viewed by 450
Abstract
In this study, an elastoplastic finite element (FE) contact model was developed to evaluate the plastic deformation of a surface induction-hardened tapered roller bearing used in wind turbines, incorporating depth-dependent material properties and heat treatment-induced residual stress distribution. The validity of this model [...] Read more.
In this study, an elastoplastic finite element (FE) contact model was developed to evaluate the plastic deformation of a surface induction-hardened tapered roller bearing used in wind turbines, incorporating depth-dependent material properties and heat treatment-induced residual stress distribution. The validity of this model was confirmed by comparing the calculated plastic deformation with measured profiles from static compression experiments. The results show that the residual stresses generated by induction hardening have a significant influence on the elastoplastic behavior of bearings. Based on this model, a parametric analysis was performed to investigate the effects of surface hardening depth (SHD), contact pressure, and residual stress on surface plastic deformation. Empirical formulas were developed to predict surface plastic deformation and evaluate material yielding for surface-hardened tapered roller bearings, thereby preventing excessive deformation during service. This allows for the rapid estimation of the maximum plastic deformation for different hardening depths and provides an efficient approach for assessing the yielding risk. Full article
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44 pages, 11387 KB  
Article
Integrated Theoretical Modeling and MASTA-Based Parametric Simulation for Contact Mechanics, Wear Behavior, of Critical Bearings in RV Reducers
by Weichen Kong, Xuan Li, Gaocheng Qian and Jiaqing Huang
Lubricants 2026, 14(4), 141; https://doi.org/10.3390/lubricants14040141 - 27 Mar 2026
Viewed by 864
Abstract
RV reducers are vital components in industrial robots and precision equipment, where the fatigue life of the crank arm and support bearings critically influences the overall system longevity. This study presents a comprehensive performance evaluation, with a specific focus on contact mechanics and [...] Read more.
RV reducers are vital components in industrial robots and precision equipment, where the fatigue life of the crank arm and support bearings critically influences the overall system longevity. This study presents a comprehensive performance evaluation, with a specific focus on contact mechanics and wear analysis of these critical bearings. A theoretical mathematical model for force analysis is established based on static mechanics, which is further extended to incorporate wear depth prediction based on contact pressure and sliding velocity. To validate this model and investigate bearing behavior in detail, a high-fidelity parametric simulation model is developed using MASTA software. The simulation results, encompassing contact stress, shear stress, and wear patterns, demonstrate good correlation with the predictions from the theoretical mathematical model, effectively verifying its accuracy for performance and life assessment. The systematic analysis confirms that both the investigated tapered roller and needle roller bearings meet the design requirements. This integrated approach of theoretical modeling, which includes wear analysis, and software simulation provides a reliable methodology for assessing bearing performance and fatigue life, offering significant value for the design optimization and reliability enhancement of RV reducers. Full article
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30 pages, 12752 KB  
Article
Study on Influence of Roller Profile Modification on Wear of Tapered Roller Bearing
by Zhaoxia Luo, Dingkang Zhu, Wenjing Zhang, Weisong Tian, Yu Zhang, Koucheng Zuo and Lai Hu
Lubricants 2026, 14(2), 69; https://doi.org/10.3390/lubricants14020069 - 2 Feb 2026
Viewed by 1278
Abstract
Addressing the scientific problem that the profile modification design of tapered roller bearings primarily focuses on contact stress and fatigue life while neglecting its impact on wear evolution, this paper, based on Hertzian contact theory and the Archard wear theory, and considering centrifugal [...] Read more.
Addressing the scientific problem that the profile modification design of tapered roller bearings primarily focuses on contact stress and fatigue life while neglecting its impact on wear evolution, this paper, based on Hertzian contact theory and the Archard wear theory, and considering centrifugal force, gyroscopic effect, and the complex contact state between rollers and raceways, constructed a comprehensive analysis framework integrating a quasi-static model for profiled rollers and a wear depth calculation model. This framework is novel in that it systematically couples roller profile modification parameters with raceway wear evolution under both pure axial and combined radial–axial loads. The validity and effectiveness of the proposed model were verified by comparing the results of the quasi-static model with load distribution data from existing literature and through measurements conducted on a specially designed bearing wear test platform. The main findings are as follows: (1) When the logarithmic modification parameter f1 increases from 0.7 μm to 3.6 μm, the maximum wear depth of the inner raceway increases by 133% under pure axial load and 144% under combined load, while that of the outer raceway increases by 142% under pure axial load and expands from 0.1–0.2 μm to 0.23–0.52 μm under combined load. (2) Combined load induces significant asymmetric wear on the outer raceway, and the difference between the two wear peaks increases from 0.13 μm to 0.35 μm as f1 rises from 0.7 μm to 3.6 μm. (3) The wear peak shifts toward the midpoint of the roller generatrix with increasing modification amount. These results provide important guidance for the wear-oriented optimization design of tapered roller bearings. Full article
(This article belongs to the Special Issue High Performance Machining and Surface Tribology)
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16 pages, 2988 KB  
Article
Experimental Study on Grinding of Inner Raceway of Tapered Roller Bearing Outer Ring
by Yingqi Hou, Jiahao Xu, Ziyue Hei, Guangdi Jin and Yufei Gao
Micromachines 2026, 17(2), 175; https://doi.org/10.3390/mi17020175 - 28 Jan 2026
Viewed by 616
Abstract
Tapered roller bearings are widely employed in mechanical structures such as automotive wheel hub units, transmissions, and machine tool spindles, and they have a direct impact on the performance and stability of the equipment. The shape error and surface quality of the bearing [...] Read more.
Tapered roller bearings are widely employed in mechanical structures such as automotive wheel hub units, transmissions, and machine tool spindles, and they have a direct impact on the performance and stability of the equipment. The shape error and surface quality of the bearing raceway, as its working interface, directly affect its service performance. Grinding is an important process in a machining bearing raceway, and the formed roundness error and surface roughness of a raceway affect the workload of subsequent precision polishing processes. In order to reveal the effect of workpiece rotational speed, grinding wheel linear velocity, and grinding depth on the machining quality of the bearing outer ring inner raceway, single-factor experiments and surface roughness orthogonal experiments were conducted. The results were analyzed for range and variance using surface roughness Ra as the evaluation index, and we developed a mathematical model using a regression method for Ra. It has been found that the roundness error and surface roughness of the bearing raceway are improved with the increase in the grinding wheel linear velocity and the decrease in the grinding depth and workpiece rotational speed. The grinding depth has the greatest impact on surface roughness and the most significant effect. Next are the grinding wheel linear velocity and the workpiece rotational speed, while the effect of changes in workpiece rotational speed on roughness is relatively insignificant. The lowest surface roughness obtained under the optimized grinding parameter combination is 0.205 μm. Full article
(This article belongs to the Section D:Materials and Processing)
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18 pages, 4365 KB  
Article
Thermo-Mechanical Coupled Characteristics for the Non-Axisymmetric Outer Ring of the High-Speed Rail Axle Box Bearing with Embedded Intelligent Sensor Slots
by Longkai Wang, Can Hu, Fengyuan Liu and Hongbin Tang
Symmetry 2025, 17(10), 1667; https://doi.org/10.3390/sym17101667 - 6 Oct 2025
Cited by 1 | Viewed by 921
Abstract
As high-speed railway systems continue to develop toward intelligent operation, axle box bearings integrated with sensors have become key components for real-time condition monitoring. However, introducing sensor-embedded slots disrupts the structural continuity and thermal conduction paths of traditional bearing rings. This results in [...] Read more.
As high-speed railway systems continue to develop toward intelligent operation, axle box bearings integrated with sensors have become key components for real-time condition monitoring. However, introducing sensor-embedded slots disrupts the structural continuity and thermal conduction paths of traditional bearing rings. This results in localized stress concentrations and thermal distortion, which compromise the bearing’s overall performance and service life. This study focuses on a double-row tapered roller bearing used in axle boxes and develops a multi-physics finite element model incorporating the effects of sensor-embedded grooves, based on Hertzian contact theory and the Palmgren frictional heat model. Both contact load verification and thermo-mechanical coupling analysis were performed to evaluate the influence of two key design parameters—groove depth and arc length—on equivalent stress, temperature distribution, and thermo-mechanical coupling deformation. The results show that the embedded slot structure significantly alters the local thermodynamic response. Especially when the slot depth reaches a certain value, both stress and deformation due to thermo-mechanical effects exhibit obvious nonlinear escalation. During the design process, the length and depth of the arc-shaped embedded slot, among other parameters, should be strictly controlled. The study of the stress and temperature characteristics under the thermos-mechanical coupling effect of the axle box bearing is of crucial importance for the design of the intelligent bearing body structure and safety assessment. Full article
(This article belongs to the Section Engineering and Materials)
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20 pages, 4524 KB  
Article
An Analysis on Negative Effects of Shaft Deflection on Angular Misalignment of Rollers Inside Tapered Roller Bearing
by Zhenghai Wu, Junmin Kang and Sier Deng
Lubricants 2025, 13(10), 438; https://doi.org/10.3390/lubricants13100438 - 2 Oct 2025
Viewed by 1386
Abstract
Shaft deflection degrades roller alignment and intensifies stress concentration/edge effects at roller-ends and raceway edges, ultimately compromising service performance of tapered roller bearings (TRBs). Therefore, a dynamic model was developed for a TRB subjected to a deflected shaft in which Johnson’s load–deformation relationship [...] Read more.
Shaft deflection degrades roller alignment and intensifies stress concentration/edge effects at roller-ends and raceway edges, ultimately compromising service performance of tapered roller bearings (TRBs). Therefore, a dynamic model was developed for a TRB subjected to a deflected shaft in which Johnson’s load–deformation relationship was applied to reflect non-uniform cross-sectional structures of the tapered rollers and raceways, viscous damping was integrated into the roller/cage interaction, and friction actions at the raceways and flange areas were treated separately. Then, moment load and angular misalignment of the tapered roller were analyzed under various shaft deflection and operating conditions. Results indicate that tilt angle remains orders of magnitude smaller than skew angle. Shaft deflection amplifies both skew and tilt, and the influence level is proportional to the bearing size. Centrifugal effect primarily affects skew motion, whereas gyroscopic effect mainly influences tilt motion. Axial forces exert greater influence on roller skew than tilt. The flange typically constrains roller skew, whereas both raceways may induce bidirectional tilt/skew motion. Full article
(This article belongs to the Special Issue Nonlinear Dynamics of Frictional Systems)
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18 pages, 4510 KB  
Article
Effects of Roller End/Rib Curvature Ratio on Friction and Accuracy in Tapered Roller Bearings
by Wenhu Zhang and Gang Li
Machines 2025, 13(10), 910; https://doi.org/10.3390/machines13100910 - 2 Oct 2025
Viewed by 1253
Abstract
To address the uncertainty in selecting the optimal spherical base curvature radius (SR) for tapered roller bearings, this study develops dynamic and friction torque models under combined loading conditions to evaluate three SR configurations—0.85ρp, 0.90ρp, [...] Read more.
To address the uncertainty in selecting the optimal spherical base curvature radius (SR) for tapered roller bearings, this study develops dynamic and friction torque models under combined loading conditions to evaluate three SR configurations—0.85ρp, 0.90ρp, and 0.95ρp, where ρp represents the curvature radius of the inner rib—in terms of load capacity, friction losses, and operational precision. The results indicate that (1) the 0.85ρp configuration minimizes friction by optimizing the contact zone’s fV parameter under combined loads, making it ideal for low-friction applications; (2) the 0.95ρp design achieves superior operational accuracy; (3) the intermediate value of 0.90ρp offers an optimal compromise, balancing friction torque reduction with operational precision. These findings establish quantitative guidelines for SR selection based on specific bearing performance requirements. Full article
(This article belongs to the Section Friction and Tribology)
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19 pages, 7429 KB  
Article
Influence and Bearing Mechanisms of Thorn Shape on Compressive Characteristics of Thorn Piles
by Peng Du, Xiaoling Liu, Dequan Zhou and Chenxi Feng
Buildings 2025, 15(18), 3328; https://doi.org/10.3390/buildings15183328 - 15 Sep 2025
Cited by 1 | Viewed by 1382
Abstract
A new type of thorn pile is proposed to address the poor bearing capacity of the foundation. The design of five thorn piles is presented, and the numerical simulation of pile–soil interaction under a uniform silt foundation is performed using ABAQUS software. The [...] Read more.
A new type of thorn pile is proposed to address the poor bearing capacity of the foundation. The design of five thorn piles is presented, and the numerical simulation of pile–soil interaction under a uniform silt foundation is performed using ABAQUS software. The influence of thorn shape on the compressive bearing capacity of thorn piles is elucidated, and the mechanism of thorn structure on the soil around piles is analyzed. The results showed that the thorn pile can significantly increase pile shaft resistance and reduce pile top settlement compared with the smooth pile. The ultimate bearing capacity of the 5# pile is 1.6 times higher than that of the smooth pile, while the pile top settlement is reduced by 82.9%. The addition of a thorn structure effectively changes the mechanical characteristics of pile shaft resistance softening. Due to the unique characteristic of the divergent conical surface, the truncated conical thorns exert a powerful radial pressure on the surrounding soil under load, thereby increasing the effective stress of the soil around the pile, expanding the influence range of the soil around the pile, and fully mobilizing the shear resistance of the soil, thus improving the bearing capacity of the foundation pile. The optimal shape of the taper thorn is a cone under the same conditions of length and volume. The research results can provide a theoretical foundation for the design and construction of the thorn pile. Full article
(This article belongs to the Section Building Structures)
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15 pages, 3389 KB  
Article
Preparation, Performance Research and Field Application Practice of Temperature-Sensitive Lost Circulation Material for Shale Oil Wells
by Wenzhe Zhang, Jinsheng Sun, Feng Shen, Wei Li, Xianbin Huang, Kaihe Lv, Meichun Li, Shaofei Xue, Shiyu Wang and Hongmei Li
Polymers 2025, 17(17), 2395; https://doi.org/10.3390/polym17172395 - 2 Sep 2025
Cited by 4 | Viewed by 1427
Abstract
Drilling fluid losses into formation voids are among the major issues that lead to increases in the costs and nonproductive time of operations. Lost circulation materials have been widely used to stop or mitigate losses. In most cases, the size of the loss [...] Read more.
Drilling fluid losses into formation voids are among the major issues that lead to increases in the costs and nonproductive time of operations. Lost circulation materials have been widely used to stop or mitigate losses. In most cases, the size of the loss zone is not known, making conventional lost circulation materials unsuitable for plugging the loss zone. In this study, novel temperature-sensitive LCM (TS-LCM) particles composed of diglycidyl ether of bisphenol A (DGEBA) and 4,4′-diaminodiphenyl methane were prepared. It is a thermal-response shape-memory polymer. The molecular structure was analyzed by Fourier transform infrared spectroscopy. The glass transition temperature (Tg) was tested by Different scanning calorimetry (DSC). The shape-memory properties were evaluated by a bend-recovery test instrument. The expansion and mechanical properties of particles were investigated under high temperature and high pressure. Fracture sealing testing apparatus was used to evaluate sealing performance. The mechanism of sealing fracture was discussed. Research results indicated that the Tg of the TS-LCM was 70.24 °C. The shape fixation ratio was more than 99% at room temperature, and the shape recovery ratio was 100% above the Tg. The particle was flaky before activation. It expanded to a cube shape, and the thickness increased when activated. The rate of particle size increase for D90 was more than 60% under 120 °C and 20 MPa. The activated TS-LCM particles had high crush strength. The expansion of the TS-LCM particles could self-adaptively bridge and seal the fracture without knowing the width. The addition of TS-LCM particles could seal the tapered slot with entrance widths of 2 mm, 3 mm and 4 mm without changing the lost circulation material formulation. The developed TS-LCM has good compatibility with local saltwater-based drilling fluid. In field tests in the Yan’an area of the Ordos Basin, 15 shale oil horizontal wells were plugged with excellent results. The equivalent circulating density of drilling fluid leakage increased by an average of 0.35 g/cm3, and the success rate of plugging malignant leakage increased from 32% to 82.5%. The drilling cycle was shortened by an average of 14.3%, and the effect of enhancing the pressure-bearing capacity of the well wall was significant. The prepared TS-LCM could cure fluid loss in a fractured formation efficiently. It has good prospects for promotion. Full article
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24 pages, 4217 KB  
Article
Contact Load Measurement and Validation for Tapered Rollers in Wind Turbine Main Bearing
by Zhenggang Guo, Jingqi Yu, Wanxiu Hao and Yuming Niu
Sensors 2025, 25(15), 4726; https://doi.org/10.3390/s25154726 - 31 Jul 2025
Viewed by 1261
Abstract
Addressing the need for contact load detection in wind turbine main bearings during service, a roller contact load measurement method is proposed. An analytical model characterizes the contact load-to-inner bore strain mapping relationship. To overcome the inherent low sensitivity of direct bore strain [...] Read more.
Addressing the need for contact load detection in wind turbine main bearings during service, a roller contact load measurement method is proposed. An analytical model characterizes the contact load-to-inner bore strain mapping relationship. To overcome the inherent low sensitivity of direct bore strain measurement, bore-to-measurement-point sensitivity analysis was optimized. Multiple structurally optimized sensor brackets were designed to enhance strain measurement sensitivity, and their performance was comparatively evaluated via simulation. To mitigate sensitivity fluctuations caused by roller rotation phase variations, a strain–phase–load calculation method incorporating real-time phase compensation was developed and verified through simulation analysis. A dedicated roller contact load testing system was constructed and experimental validation was conducted. Results demonstrate 95% accuracy in contact load acquisition. This method accurately obtains roller contact loads in wind turbine main bearings, proving crucial for studying bearing mechanical behavior, predicting fatigue life, optimizing structural design, and enhancing reliability. Full article
(This article belongs to the Section Fault Diagnosis & Sensors)
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23 pages, 9293 KB  
Article
Numerical and Experimental Investigations of Oil Return Efficiency in Tapered Roller Bearings Under Oil Jet Lubrication
by Yu Dai, Cheng Yu, Hongmei Wu, Jianfeng Zhong, Xiang Zhu and Gang Wang
Lubricants 2025, 13(8), 333; https://doi.org/10.3390/lubricants13080333 - 30 Jul 2025
Viewed by 1557
Abstract
Tapered roller bearings are extensively utilized in the aerospace industry owing to their superior load-carrying capacity and extended service life. However, the majority of research conducted by scholars on the subject of bearing lubrication has focused on ball and cylindrical roller bearings. There [...] Read more.
Tapered roller bearings are extensively utilized in the aerospace industry owing to their superior load-carrying capacity and extended service life. However, the majority of research conducted by scholars on the subject of bearing lubrication has focused on ball and cylindrical roller bearings. There is a paucity of research on the internal lubricants and air distribution of tapered roller bearings under oil jet lubrication conditions. This paper presents a computational fluid dynamics (CFD) simulation model specifically designed for the oil jet lubrication of tapered roller bearings. The flow field inside the bearing cavity is analyzed under various operating conditions, and the impact of different parameters on lubrication performance is quantitatively assessed using the oil return efficiency as a metric. Additionally, an experimental test stand for the jet lubrication of tapered roller bearings was developed. The simulated oil return efficiency was compared with experimental data, revealing discrepancies within 10%, thereby validating the accuracy of the CFD model. The findings suggest that directing the oil jet toward the smaller end of the bearing, appropriately increasing the nozzle flow rate, and utilizing positive jetting can significantly improve the lubrication performance of tapered roller bearings. Full article
(This article belongs to the Special Issue Tribological Characteristics of Bearing System, 3rd Edition)
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22 pages, 7901 KB  
Article
Research on the Load Characteristics of Aerostatic Spindle Considering Straightness Errors
by Guoqing Zhang, Yu Guo, Guangzhou Wang, Wenbo Wang, Youhua Li, Hechun Yu and Suxiang Zhang
Lubricants 2025, 13(8), 326; https://doi.org/10.3390/lubricants13080326 - 26 Jul 2025
Cited by 1 | Viewed by 1080
Abstract
As the core component of ultra-precision machine tools, the manufacturing errors of aerostatic spindles are inevitable due to the limitations of machining and assembly processes, and these errors significantly affect the spindle’s static and dynamic performance. To address this issue, a force model [...] Read more.
As the core component of ultra-precision machine tools, the manufacturing errors of aerostatic spindles are inevitable due to the limitations of machining and assembly processes, and these errors significantly affect the spindle’s static and dynamic performance. To address this issue, a force model of the unbalanced air film, considering the straightness errors of the rotor’s radial and thrust surfaces, was constructed. Unlike conventional studies that rely solely on idealized error assumptions, this research integrates actual straightness measurement data into the simulation process, enabling a more realistic and precise prediction of bearing performance. Rotors with different tolerance specifications were fabricated, and static performance simulations were carried out based on the measured geometry data. An experimental setup was built to evaluate the performance of the aerostatic spindle assembled with these rotors. The experimental results were compared with the simulation outcomes, confirming the validity of the proposed model. To further quantify the influence of straightness errors on the static characteristics of aerostatic spindles, ideal functions were used to define representative manufacturing error profiles. The results show that a barrel-shaped error on the radial bearing surface can cause a load capacity variation of up to 46.6%, and its positive effect on air film load capacity is more significant than that of taper or drum shapes. For the thrust bearing surface, a concave-shaped error can lead to a load capacity variation of up to 13.4%, and its enhancement effect is superior to those of the two taper and convex-shaped errors. The results demonstrate that the straightness errors on the radial and thrust bearing surfaces are key factors affecting the radial and axial load capacities of the spindle. Full article
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