# Experimental and Numerical Investigation about Small Clearance Journal Bearings under Static Load Conditions

Authors: Carlo Alberto Niccolini Marmont Du Haut Champ; Fabrizio Stefani; Paolo Silvestri
Journal: Advances in Tribology
 (2020)

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## Abstract

The aim of the present research is to characterize both experimentally and numerically journal bearings with low radial clearances for rotors in small-scale applications (e.g., microgas turbines); their diameter is in the order of ten millimetres, leading to very small dimensional clearances when the typical relative ones (order of 1/1000) are employed; investigating this particular class of journal bearings under static and dynamic loading conditions represents something unexplored. To this goal, a suitable test rig was designed and the performance of its bearings was investigated under steady load. For the sake of comparison, numerical simulations of the lubrication were also performed by means of a simplified model. The original test rig adopted is a commercial rotor kit (RK), but substantial modifications were carried out in order to allow significant measurements. Indeed, the relative radial clearance of RK4 RK bearings is about 2/100, while it is around 1/1000 in industrial bearings. Therefore, the same original RK bearings are employed in this new test rig, but a new shaft was designed to reduce their original clearance. The new custom shaft allows to study bearing behaviour for different clearances, since it is equipped with interchangeable journals. Experimental data obtained by this test rig are then compared with further results of more sophisticated simulations. They were carried out by means of an in-house developed finite element (FEM) code, suitable for thermoelasto-hydrodynamic (TEHD) analysis of journal bearings both in static and dynamic conditions. In this paper, bearing static performances are studied to assess the reliability of the experimental journal location predictions by comparing them with the ones coming from already validated numerical codes. Such comparisons are presented both for large and small clearance bearings of original and modified RKs, respectively. Good agreement is found only for the modified RK equipped with small clearance bearings (relative radial clearance 8/1000), as expected. In comparison with two-dimensional lubrication analysis, three-dimensional simulation improves prediction of journal location and correlation with experimental results.


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## Body

## 1. Introduction

Hydrodynamic journal bearings and more, in general, fluid film bearings are often employed to support rotors in modern power plants (e.g., micro-GT fuel cell hybrid systems) and crankshafts in automotive applications (e.g., connecting rod bearing in internal combustion engines). Their working principle is based on the interposition of a thin self-pressurized lubricant film between the two opposing bearing surfaces that are in relative motion. For instance, assuming that the relative radial clearance is one per thousandth (1/1000), since journal diameters of micro-GT bearings are usually in the range 10–20 mm, film thickness is about 10 microns [1]. Therefore, very high-quality standards and tolerances are required to produce this class of bearings, which must be manufactured with high precision processes.The comparison of experimental and numerical results has been employed in the first studies on instability of hydrodynamic journal bearings. For example, by considering all of the nonlinear terms in equations and using in-house developed test rigs, the effect of both journal and bearing defects on stability has been studied [2].More recently, experimental investigations have focused on journal bearing friction. In [3], an innovative test rig has been employed in order to evaluate friction with high measurement accuracy. The authors have carried out different tests varying load and sliding velocity both in mixed and full film lubrication regimes. They have obtained results in the form of a Stribeck curve whose trend is in good agreement with literature findings.The static and dynamic performances of small hydrodynamic journal bearings (i.e., in laboratory applications) have already been investigated in several works by means of both numerical methods and RK-type experimental test rigs. For instance, Tůma and Biloš [4] have studied the stability of rotor vibrations in a journal bearing by means of full spectrum analysis and a RK4 Rotor Kit device; they have concluded that journal motion inside the bearing is ruled by two equations of motion, which can be referred to as linear and nonlinear models. Meruane and Pascual [5] have found that nonlinear dynamic coefficients can strongly affect their stiffness and damping. They have employed a CFD simulation model in ADINA and a Rotor Kit 2000 experimental rig. Tůma et al. [6] have carried out both experimental and theoretical investigations to assess the influence of external excitations on rotor behaviour and stability: according to the obtained results, they have found out that kinematic excitation can affect amplitudes of vibration but not the stability limit. They have taken advantage of both a lumped parameter model for the numerical simulations and a RK4 RK together with a suitable test stand (bearing diameter 30 mm) for the rotor active control experimental.Deepak and Noah [7] have taken advantage of a commercial RK to study the effects of load, speed, and imbalance mass on the journal dynamic behaviour; they experimentally proved it can undergo instability with supercritical or subcritical bifurcation, according to Hopf bifurcation theory (HBT), varying shaft stiffness, imbalance mass, and the magnitude of external perturbations applied to the system. They made use of sleeve bearings in their investigation. The authors performed experimental investigations in order to assess the reliability of HBT in predicting instability behaviour of cylindrical fluid film bearings exploiting again a commercial RK. Van De Vorst et al. [8] performed numerical investigations on static behaviour of flexible rotordynamic systems supported by one hydrodynamic journal bearing, without comparing them to experimental results; indeed, it is difficult to find works in the literature in which a RK-type test bench has been used to perform static measurements with small clearances, like what it is meant to do in this work. All of the abovecited works do rely on experimental results obtained by means of large clearance journal bearings when compared to industrial ones, which relative radial clearance is in the order of one per thousandth (1/1000), as previously mentioned. Indeed, from our measurement, relative radial clearance of RK 4 original bearings is 1.7/100 at ambient temperature, as reported in the following, while also for Rotor Kit 2000, a high value of relative radial clearance (1.3/100 at ambient temperature) can be found in [5]. In addition, due to differential thermal dilatation, the hot relative radial clearance increases during operating conditions.In all of the previous cited papers about dynamics, the ratioc/R (relative radial clearance) is not similar to the one which is encountered in real bearings, but it is always very high and far from the values employed in industrial field. At this end, here we mean to fill this lack starting from static investigations. The aim of the presented research project is then to develop test benches and simulation methods well-suited for the reliable assessment of performance and stability characteristics of small fluid film bearings designed with significant relative clearance values for rotors in different applications, with particular reference to their vibrational and rotordynamic behaviour. In this perspective, the comparison of numerical prediction and experimental measurement of journal locations inside the bearing is essential. Furthermore, the analysed test-rig bearings should work in significant operating conditions, characterized by small values of film thickness, i.e., hot relative clearance in the order of one per a thousandth (1/1000). To this goal, tested bearings should have much lower relative clearance in comparison with original RK supports and, at the same time, they should still allow the assembly of the modified test bench, together with ensuring a good alignment between the two supports of the shaft. Since the original RK is not designed with clearance values typical of actual industrial journal bearings, in order to preserve its original dimensions, it is mandatory to reach higher precision and tolerances levels. Enhanced manufacturing of the new test rig is a key aspect in the presented investigation. Indeed, in order to satisfy the abovecited requirements while maintaining negligible rotor assembly errors and acceptable geometrical defects, it is essential to employ high-precision mechanical manufacturing processes. At this beginning step of the research activity, the test-rig bearings have been lightly loaded. Indeed, manufacturing problems and structural resonance characteristics have limited the total mass of the shaft. Hence, in order to achieve realistic operating loads, springs or other additional loading components would have been required. Since the test rig is aimed to study dynamic phenomena and fluid-structure interactions after the present preliminary setup study, its structure has been kept as simple as possible. Nevertheless, it is already planned to modify the shaft design in order to increase its mass without introducing strong modification of its critical speeds.The present work is aimed to setup the test rig for future dynamic analyses on small journal bearings with realistic relative clearance. To this goal, it is essential to study the static behaviour of the bearings in study and, particularly, to measure journal locations with the highest possible accuracy. In order to assess the reliability of measurements, they have been compared with numerical results coming from in-house developed FEM codes already validated in the past [9, 10].In conclusion, in the present paper, in order to obtain the best design and a basic setup of this modified test bench, the influence of bearing clearance in the assessment of the static journal equilibrium position in hydrodynamic journal bearings is investigated by comparing experimental and numerical results.Numerical simulations have been performed by using a previously validated [9, 10] in-house developed FEM code for journal bearing TEHD analysis. Since the simulation models rely on the classical Reynolds hypothesis which assumes a thin lubricant film, bearing clearance must be enough small in the experiments in order to satisfy simplification of Navier–Stokes general momentum equations.


## 2. Experimental Devices

Rotordynamic investigations can be performed on simplified rotor models, arranged in order to reproduce particular working conditions of actual rotating machines. The first experiments were performed on the original RK. Subsequently, a modified version of the RK was designed for further measurements.The first experimental device used for measurements is the RK4 Rotor Kit [11]. This original RK is a modular rotating machine, that can be assembled and operated in several arrangements. In the original configuration that is adopted in the experiments, the shaft is supported by a fluid film bearing on one side and by a self-lubricated bush located at its opposite end. RK4 RK is furnished with an electric motor, which allows regulation of rotation speed in modulus and direction in the range 250–10000 rpm, and it is equipped with a frame characterized by a V-shaped design which houses motor, bearings, and rotor. The fluid film bearing is expected to work in hydrodynamic lubrication regime under nominal supply pressure (0.007 MPa) and, in order to be able to avoid possible inception of oil-whirl instability, it can add hydrostatic lift if it is fed at higher pressure (up to 0.24 MPa).The bearing assembly is provided with holes that support proximity sensors. These magnetic probes can detect with high-accuracy journal displacements in two directions (X and Y) normal to the rotor axis, which are turned into voltage variations. More in detail, they are eddy current proximity sensors that are capable of measuring displacements of any desired shaft point. They are connected to a special external unit (proximitor assembly), which can receive and acquire signals coming from five different channels simultaneously. All of the proximity probes are arranged in pairs at right angles (Figure 1); therefore, both horizontal (X) and vertical (Y) displacement vector components are properly measured, as required by comparisons with FEM numerical results.Figure 1
Instrumented hydrodynamic bearing with proximity probes.An oil tank is required in order to store lubricant fluid circulating during the journal rotation. The lubricant oil used during the present experimental campaign is ISO VG 32. In order to avoid measurement disturbances due to vibrations of the model structure, RK4 RK is supported by a massive and large marble basement mounted on four antivibrating supports. The acquisition hardware and software used during the experimental campaigns are provided by Siemens, and they are, respectively, LMS Scadas III and LMS Test Lab.RK4 original fluid film bearing is characterized by a too high-relative radial clearance (around one per hundredth), i.e., one order of magnitude more with respect to hydrodynamic journal bearings for industrial and automotive applications (which relative radial clearance is indeed about one per thousandth). Therefore, in order to increase the correlation between experiments and real-world applications, a new rotor with increased and variable journal diameter was designed. Such expedient allows us to reduce the fluid film bearing radial clearance without changing the bush. As a consequence, simulations by means of thin film assumption are expected to provide better agreement with experimental results. The new shaft designed for this modified RK can be equipped with variable diameter journals: this ensures a wide range of possibilities to study the hydrodynamic behaviour of the lubricant film. Indeed, relative radial clearance becomes now a variable parameter of the experiment. The journal instrumented with proximity sensors can be easily assembled by means of a splined connection. Figures2 and 3 show assembly drawings of the new rotor designed for the modified RK and an actual image of the detail of the interchangeable journal, respectively.Figure 2
Shaft designed for the modified RK: (a) exploded view and (b) section. The following components are shown: (2) shaft; (3) splined connection; (4) splined hub (journal 1); (5) spacer; (6) safety washer; (7) threaded locking nut; (8) key; (9) hub with keyways (journal 2); (10) retaining ring; (11) lock nut with locking screw.
(a)(b)Figure 3
Prototype of the custom shaft with interchangeable journals.The design of the new custom shaft has required proper dimensional and geometrical tolerances. Particularly, a total runout tolerance ensures shaft balancing and rectilinearity. In addition, in order to obtain the required radial clearance, suitable dimensional tolerances have been imposed to the journal diameter. For the results presented in this paper relevant to a relative hot radial clearance equal to 8/1000, the dimensional tolerances of bearing and journal diameters are listed in Table1, where modified RK geometrical data are reported, together with original RK ones for comparison. Since the journal and the bearing are, respectively, made of steel and polycarbonate (PC), the strong thermal differential dilatation has been taken into account in the choice of the dimensional tolerances applied to the journal diameter by assuming a working temperature of 40°C and linear radial dilatation of bush and shaft. Their differential variation is shown in Figure 4 as a function of temperature. Later, the computed hot clearance has been verified experimentally and good agreement has been found. Particularly, the experimental radial hot clearance is 109.5 μm, while the computed radial clearance at 40°C is 108 μm.Table 1
–Original-modified RK design data.
Parameter (unit)SymbolValue (modified)Bearing length (mm)L20Journal diameter (mm)D25.245–25.254External diameter of bush (mm)De51Inner diameter of bush (mm)Di25.42Radial clearance (original RK) (micron)c210Hot radial clearance (original RK) (micron)ch260Relative radial clearance (original RK)c/R1.68/100Radial clearance (modified RK) (micron)C90Hot radial clearance (modified RK) (micron)ch108Relative (hot) radial clearance (modified RK)ch/R8/1000Diameter of feed holes (mm)dg3.3Figure 4
Relative radial clearance as a function of temperature.Experiments have been then carried out by taking advantage of this modified test rig in two different arrangements. The first configuration adopted (configuration 1), somehow inherited from the original RK, places the two shaft supports at opposite ends of the shaft, i.e., the hydrodynamic bearing to be investigated at the free shaft end and a self-lubricated bush at the electric motor side (Figure5). Differently, the second configuration (configuration 2) arranges another identical hydrodynamic bearing at the electric motor side (Figure 6); this second arrangement has been adopted in order to limit expected journal liftoff within the self-lubricated bearing. In any case, the oil supply pressure and temperature have been always controlled, respectively, in order to avoid hydrostatic lubrication conditions and to maintain temperature as constant as possible during tests. Indeed, the purpose of the present work is to test the bearings in hydrodynamic regime solely. Processing experimental data of configuration 1 have shown that such arrangement causes a certain climbing of the shaft due to the mixed lubrication conditions in the motor-side bearing, as described in [12]. Figures 7(a) and 7(b) plot two examples of time-averaged journal center orbits measured in configuration 1 and 2, respectively. As shown by the comparison of these figures, the orbits in configuration 1 are more likely to display angular points and locations with attitude angle higher than 90 degs.Figure 5
Rotor assembly mounted with custom shaft in configuration 1.Figure 6
Rotor assembly mounted with custom shaft in configuration 2.Figure 7
Averaged orbit at 250 rpm: (a) configuration 1, (b) configuration 2.
(a)(b)


## 3. Numerical Models

The experimental data are compared in the successive paragraphs with numerical results obtained by means of different simulation models, which are listed in Table2, from the simplest to most complex. All of the models allow the simulation of the fluid flow in the thin oil film (hydrodynamic submodel) as well as of heat generation and exchange in the lubricant (thermal submodel). In addition, the global model may include the simulation of heat conduction in the bush and journal (3D thermal submodel) and of thermomechanical deformation of the kinematic pair members (structural submodel). The three submodels can be coupled and solved simultaneously by using a suitable solution algorithm [9].Table 2
Simulation models and submodels.
Model nameAnalysis typeHydrodynamic submodelThermal submodelStructural submodelVariantsTHD 2D adiabaticTHD2D mass conserving2D adiabatic——THD 2D correlationTHD2D mass conserving2D with Luke formula——THD 3DTHD3D mass conserving3D conduction——TEHD 3D (free expansion)TEHD3D mass conserving3D conduction3D thermomechanicalFree expansionTEHD 3D (radial constraint)TEHD3D mass conserving3D conduction3D thermomechanicalPartial radial constraintAll of the models that require the solution of integrodifferential problems use the finite element method (FEM) for the discretization. Isoparametric 4-node rectangular and 8-node hexahedral elements for two-dimensional (2D) and three-dimensional (3D) problems are used.All of the simulation models take advantage of mass conserving hydrodynamic submodels. They are based on the JFO theory [13, 14], which is valid for moderately and highly loaded bearings and assumes a cavitated film region with infinite streamers and variable density ρ. According to JFO theory, thin film mechanics equation for journal bearings is(1)ρLR2∂∂ϑgL∂p∂ϑ+ρL∂∂zgL∂p∂z−ω∂∂ϑρH−fL−∂∂tρH=0,where p is the hydrodynamic pressure, R is the journal radius, ρ is the fluid film density, ρL is the liquid phase density, H is the film thickness, ϑ is the circumferential coordinate, z is the axial coordinate, and t is the time, while the remaining parameters are given by(2)fL=iL1iL0gL=iL2−iL12iL0,iLs=∫0HysμLdy,where μL is the liquid dynamic viscosity and y the cross-film coordinate.Equation (1) rules the lubricant flow in the “3D mass conserving” submodel. Indeed, although lubrication problem is two-dimensional (in ϑ, z coordinate domain), it considers the cross-film variation of viscosity. Hence, the 3D mass conserving submodel is used together with 3D thermal models.Differently, the 2D mass conserving submodel complies with the following form of thin film mechanics equation:(3)ρLR2∂∂ϑH312μL∂p∂ϑ+ρL∂∂zH312μL∂p∂z−ω2∂∂ϑρH−∂∂tρH=0,which is a particularization of equation (1) for constant μL and resembles the classic Reynolds equation. Equations (1) and (3) are solved in weak form in agreement with [1].As far as the film domain is concerned, the thermal submodel relies on the cross-film averaged energy equation:(4)∂R2∂ϑkH∂Tm∂ϑ+∂∂zkH∂Tm∂z−ρcHum∂TmR∂ϑ+wm∂Tm∂z−ρcH∂Tm∂t+HΦm−q0−q1=0,where u and w are the circumferential and axial fluid velocities, respectively, k is the conductivity of the film, c is the specific heat, T is the film temperature, Φ is the power dissipation density function, and the subscript m denotes a variable averaged in the cross-film direction.In addition,q0 and q1 are the heat transfers (per unit area) to bearing and journal surfaces, respectively. If they are both equal to zero, the thermal submodel is referred to as “2D adiabatic” [15], although heat exchange is allowed in the feed grooves [1]. By using Luke formula [16], q0 and q1 can be computed [17] and the heat exchange can be roughly taken into account (“2D with Luke formula” submodel). To this goal, in THD 2D correlation model bush and journal temperature are assumed to be constant and equal to the corresponding averaged temperatures, TB and TS, respectively, reported in Table 3. In the “3D conduction” submodel, q0 and q1 are calculated by obtaining the temperature gradients at the walls, in the hypothesis that the temperature profile across the film thickness is a fourth-order polynomial [9]. Only this last thermal submodel requires FEM simulation of heat conduction in both bush and journal, while the same finite element mesh of the bush, shown in Figure 8, is used to simulate structural deformations (“3D thermomechanical” submodel) due to pressure and temperature rise [10]. Two variants of such submodel are arranged with different boundary conditions. In the first variant (“free expansion”), the thermomechanical model of the polycarbonate bearing is left free to expand radially over its entire outer surface. In the second (“partial radial constraint”), the part of the bearing inserted in the frame (delimited by the two O-ring grooves) is radially constrained. In reality, the radial expansion of the bearing in the insertion area will certainly be in an intermediate situation between the two simulated variants due to the differential dilatation. In all cases, in order to compute structural deformations due to pressure, “partial radial constraint” conditions are used. All of the data required for thermomechanical computations are included in Table 3.Table 3
Lubrication analysis data.
Parameter (unit)SymbolValueViscosity (atT0 = 40°C) (Pa s)μL00.0251Viscosity temperature coefficient (1/°C)β0.0317Mass density (kg/m3)ρL870Specific heat (J/kg°C)cL2000Thermal conductivity (Wm/K)kL0.14Lubricant (ISO VG 32) propertiesFeed temperature (°C)Ts51Feed pressure (MPa)ps0.069Supply conditionsBearing load (half shaft weight) for original RK (N)Wg2.8Bearing load (half shaft weight) for modified RK (N)Wg2.14Environmental temperature (°C)Te20Rotation speed range (rpm)ω250–3000Working conditionsAveraged bush temperature (°C)TB51Averaged journal temperature (°C)TS40Thermal conductivity of the bush (W/(m°C))k0.2Thermal conductivity of the journal (W/(m°C))kj50Heat transfer coefficient (W/(m2°C))h2Young modulus (GPa)E2Poisson ratioν0.37Linear dilatation coefficient (1/°C)a7 10−5Thermomechanical dataFigure 8
Bush model and mesh.As far as thermal boundary conditions applied to all of the 3D models are concerned, free convection is assumed at the external bushing surfaces. Differently, isothermal conditions are imposed on other surfaces inside the bushing, i.e., the bottom surface of the small reservoir for the leak oil as well as the bottom half of the four ducts that convey such lubricant to the external reservoir tank in the main frame. Table3 lists all of the data relevant to 3D thermal boundary conditions. Particularly, for convection boundaries, it reports the overall heat transfer coefficient h and the environmental temperature Te assumed as bulk temperature. In addition, the oil supply temperature Ts is considered as the constrained temperature of the isothermal surfaces.In 3D models, thermal simulation of the journal is carried out by means of uniaxial conduction elements, which model only the part of the steel shaft inside the bearing. At both the journal ends (first and last nodes of the mesh), isothermal conditions are assumed by imposing the averaged shaft temperatureTS. Its value is listed in Table 3, together with the journal thermal conductivity kj.


## 4. Results

Static characteristics have been computed by means of all of the global models listed in Table2 and for the modified RK, while only 2D models have been used for the original RK, due to the large disagreement with experimental results, which does not mainly depend on the thermal model. The same bearing bushes have been employed in both original and modified RKs, while journal diameters are different, so that radial relative clearances are 1.68/100 and 8/1000, respectively. Lubricant supply is carried out by means of four holes in the bearing axial midplane oriented at 45 degs with reference to the vertical direction. Bearing data required by all of the lubrication analysis methods employed are listed in Tables 1 and 3. Hot clearances ch are used as input data for THD calculations. Here, the temperature-viscosity dependence is described by means of three parameters (reference oil viscosity μL0 at temperature T0 and coefficient β) according to the exponential law described in [7]. The oil film in half bearing is discretized by means of 80 × 8 elements in circumferential and axial directions, respectively.Experimental and numerical journal center locations (componentsX, Y) are shown in Figures 9–11 for the original and modified RKs in configuration 1 and 2, respectively. Journal locations are plotted at different shaft angular speeds (250, 500, 1000, 2000, and 3000 rpm). Let ε be the operational relative eccentricity equal to e/ch, where e = (X2 + Y2)0.5. Black and red circles identify the loci of points located at ε equal to 1 and 0.5, respectively. The curves of different colors reported are useful to attribute the different computed positions to the relative method adopted to evaluate them. The reference system for position components (ex, ey) has its origin in the bearing center; consequently, the represented position becomes the journal eccentricity expressed in dimensional terms. To allow a better comparison between experimental and numerical results, Figures 9–11 do not show the whole journal mobility area, which has a diameter of 0.2 mm (ex and ey values included between −0.1 and 0.1 mm), but only a restricted area with half the diameter (ex and ey values included between −0.05 and 0.05 mm). Numerical data reported in Figures 9–11 are the same, and the three plots compare them with experimental results of the corresponding configuration adopted.Figure 9
Journal center locations for the original RK.Figure 10
Journal center locations for the modified RK in configuration 1.Figure 11
Journal center locations for the modified RK in configuration 2.Experimental “static” journal points are obtained by averaging the measured locations during several shaft rotations. Indeed, if the journal bearing works in steady conditions, the theoretical journal location does not vary with time, while its actual location undergoes small oscillations due to shaft unbalance and dynamics (in physical reality, a perfectly steady condition does not exist). Therefore, in actual “steady” conditions, the mean of the locations measured during several shaft rotation is required to identify the real journal location.Both in numerical and experimental cases, the obtained results exhibit a coherent trend of the journal position as the angular speed changes. By increasing rotational speed, the journal raises and moves itself towards bearing center in a continuous way (this trend permits an immediate identification of the rotational speed level for each operating condition reported in the plots).The agreement between experimental analysis and all of the numerical simulations, which are based on thin film assumption, is better in the modified RK, both in configuration 1 and in configuration 2, than in the original RK, due to the clearance reduction. In experimental results relevant to configuration 1 of the modified RK the abovecited liftoff of the journal in the self-lubricated bearing may be influential and, together with misalignment, can explain the occurrence of positiveY components of journal location. Indeed, the effects of misalignment can be considerable when rotational speed is not high and, particularly, for low external loads, as in the present experimental campaign. Such result has been proved and widely discussed in [18], where many tests are presented on hydrodynamic plain journal bearings submitted to misalignment torque controllable by means of a suitable experimental rig.In order to assess the degree of agreement between experiments and simulations, Figures12 and 13 plot in percentage the differences, also referred to as errors, between measured and relative eccentricities (the ratio between journal eccentricity and hot radial clearance) computed by means of two-dimensional (2D) THD models. Errors of “2D adiabatic” and “2D correlation” models are reported in Figures 12 and 13, respectively. Modified RK errors both in configuration 1 and in configuration 2 (red and green columns, respectively) are far lower than original RK ones (blue columns). Thus, for further investigations and comparisons with numerical results from more advanced simulations, experimental results coming from the modified RK will be regarded as a reference.Figure 12
Difference between measured and 2D adiabatic model relative eccentricities for different test rigs (logarithmic scale).Figure 13
Difference between measured and 2D correlation model relative eccentricities for different test rigs.Afterwards, full 3D simulations with THD and TEHD models have been carried out. The relevant results are then compared with measurements coming from both configurations of the modified RK.Figures14 and 15 report such comparison in terms of mobility plot for configurations 1 and 2, respectively. The model which is in best agreement with modified RK experimental data in both configurations is the “TEHD 3D radial constraint.”Figure 14
Mobility plot for the modified RK with respect to 3D numerical THD and TEHD simulation results in configuration 1.Figure 15
Mobility plot for the modified RK with respect to 3D numerical THD and TEHD simulation results in configuration 2.In the following, with the aim of a better visualization of computed and measured journal locations, numerical and experimental results are also compared in terms of polar coordinates, i.e., eccentricity ratio and attitude angle. Figures16 and 17 plot relative eccentricity as a function of the rotor angular speed. For both the two configurations, the model which is in best agreement with experimental results is the “TEHD 3D radial constraint.” More generally, all of the 3D models are in better agreement with the experimental reference results. Particularly, TEHD analysis still improves predictions in comparison with THD simulation.Figure 16
Relative eccentricity plot for the modified RK with respect to 3D numerical THD and TEHD simulation results in configuration 1.Figure 17
Relative eccentricity plot for the modified RK with respect to 3D numerical THD and TEHD simulation results in configuration 2.With the same goal, Figures18 and 19 compare attitude angle obtained numerically and experimentally in polar coordinates for the different rotational speeds. The closest numerical predictions for both the configurations come from the THD models (“THD 2D correlation” and “THD 3D”). Indeed, as far as attitude angles are concerned, they are in better agreement with modified RK measurements than the TEHD models (both “free expansion” and “radial constraint”). For both configurations of the modified RK, radial clearance values are very small; therefore, the measurement error in journal position may affect experimental evaluation of attitude angle when the journal moves close to the center of mobility area. The indeterminacy of the attitude angle near to the mobility region center yields high sensitivity of such parameter with respect to journal location.Figure 18
Attitude angle plot for the modified RK with respect to 3D numerical THD and TEHD simulation results in configuration 1.Figure 19
Attitude angle plot for the modified RK with respect to 3D numerical THD and TEHD simulation results in configuration 2.As a consequence, such effect reduces the correlation between experimental and numerical results at the highest angular speed, when the journal runs almost centered. For the highest angular speeds, the error increase reveals measurement errors more significant than simulation ones. This issue has been encountered regardless of the considered numerical models, and this seems to further indicate a limit in the experimental data set.The comparison between numerical and experimental curves points out that more sophisticated models are in better agreement with experimental results. Among two-dimensional models, “THD 2D correlation” gives a slightly better agreement than “THD 2D adiabatic” and this improvement is more perceivable for low rotational speeds. In comparison, 3D models give predictions which are in better agreement with measurements, by means of the more accurate heat exchange simulation. Predictive differences among the 3D models are not remarkable. Indeed, although only the “TEHD 3D” model computes structural and thermomechanical deformations, the “THD 3D” model does not neglect thermal expansion, since it is included in the hot clearance value (0.1 mm) used as input for this model. Differently, the “TEHD 3D” simulation requires the cold clearance value (0.85 mm) as input so that the thermomechanical deformation is computed during the simulation. Therefore, response differences between “THD 3D” and “TEHD 3D” models are only related to the radial thermal deformation distribution and not to its mean value. While thermal deformations cause significant bearing displacements (in the order of 10μm), the mechanical ones (due to hydrodynamic pressure) yield negligible displacements (micron fractions even at higher speeds) in comparison with the minimum film thickness (about 85 μm). Indeed, due to the very low bearing load, the hydrodynamic pressure (in the order of bar fractions) cannot cause important mechanical deformations. The influence of constraint locations in the thermomechanical submodel is also not very significant. The “radial constraint” submodel yields better agreement with experimentation than the “free-expansion” one. The actual structure should be in an intermediate condition between the conditions simulated by the two submodels, since the region included between the two O-rings is somehow constrained but it can also expand. Generally, differences on the journal positions predictions provided by simulation and experimentation are not substantial, particularly in the modified RK configuration.3D models, by using a quasi-3D mass-energy conserving algorithm, have shown an excellent agreement between numerical and experimental results published in the literature as far as temperatures are concerned [9].Therefore, their prediction of journal location is also expected to be sufficiently reliable. Actually, differences on the journal positions predictions provided by simulation and experiments are not substantial in the modified RK configuration.Comparisons of relative eccentricity errors for both 3D and 2D models are depicted in Figures20–23 for configurations 1 and 2, respectively. Figure 20 shows that the TEHD simulation almost for all of the speeds can yield errors lower than the “THD 3D” simulation, while between the two TEHD models, the most reliable is the “TEHD 3D radial constraint,” as already mentioned.Figure 20
Difference between relative eccentricities measured and computed by means of 3D models for the modified RK in configuration 1.Figure 21
Difference between relative eccentricities measured and computed by means of most consistent 3D and 2D models for the modified RK in configuration 1.Figure 22
Difference between relative eccentricities measured and computed by means of 3D models for the modified RK in configuration 2.Figure 23
Difference between relative eccentricities measured and computed by means of most consistent 3D and 2D models for the modified RK in configuration 2.Figure21 compares, in terms of relative eccentricity errors, the two TEHD 3D models and the most consistent 2D simulation for configuration 1. The “2D correlation” model is not far from the results of the two 3D TEHD models for all of the angular speeds.Figure22 shows that the improvement in journal location prediction obtained by using the “TEHD 3D radial constraint” model instead of THD simulations, already observed for configuration 1 (Figures 20 and 21), is even more evident for configuration 2.Finally, Figure23 shows for configuration 2 a further improvement in eccentricity prediction of TEHD simulations against 2D models. Indeed, eccentricity errors of the most consistent 2D THD model (“2D correlation”) are always greater and comparable in comparison with errors of “TEHD radial constraint” and “TEHD 3D free expansion” models, respectively.


## 5. Conclusions

The comparison between numerical and experimental results presented in this paper underlines a consistent behaviour of simulation models even with very small clearances, which reliability is enhanced by model complexity and accuracy. Furthermore, a good correlation between journal locations predicted by numerical computations and measured in modified RK has been found out. Therefore, a relative radial clearance of 8/1000 fulfils the thin film Reynolds hypothesis on which calculation models are based. Furthermore, since FEM codes had been already validated in the past, this also confirms that the modified test bench is reliable for further experimental investigations on this type of journal bearings, allowing us to study their dynamic behaviour in a next work.TEHD analysis results prove that, while displacements due to hydrodynamic pressures are negligible, thermal deformations strongly affect journal position even under low external load (rotor weight is around 0.5 kg) and small temperature rise in the bearing. This is due to the high expansion coefficient of the bearing polycarbonate material and the high differential thermal dilatation between steel journal and polymeric bush. After a series of experiments and related data processing, reasonable temperature boundary conditions have been determined on the basis of the temperature control at the bearing supply and simulations performed by means of different models.Discrepancies found in journal center location predictions may also be ascribable to oil temperature variations with rotation speed. Indeed, bearing supply oil temperature control has shown that such variations are not substantial so that they have not been simulated numerically. This can explain part of the obtained differences between experimental and numerical results.From the relevant results, the most accurate simulation model for the bearing in analysis has been identified. It includes three-dimensional simulation of heat exchange phenomena. Indeed, at the rotational speeds investigated (250–3000 rpm), the thermal model is crucial in the assessment of bearing static characteristics.The reduction of relative radial clearance from original to modified RK values has improved the correlation between experiments and real-world applications as well as their agreement with numerical results from in-house developed FEM codes implemented for lubrication analysis. This result is the starting point of future studies about dynamic behaviour of journal bearings and, particularly, about fluid-structure interactions in this class of fluid film bearings. Nevertheless, industrial bearing casings are still different from our test-rig ones in that they are usually manufactured in metallic materials. Therefore, thermomechanical behaviour in real-world bearings differs from our experimental models and numerical simulations, so that temperature and thermal displacement distribution within the bearing pair cannot be fairly compared. Obviously, in the present work, we have assumed as main simulation parameter an average hot clearance and we have subsequently run the bearings in order to achieve that corresponding operating condition. Therefore, our numerical and experimental assessments of journal center location are reasonable and consistent. In order to appropriately deal with industrial bearings considering thermomechanical effects, only the experimental device should be enhanced, simply by manufacturing a metallic bushing. On the contrary, our numerical model would not require any correction. We expect that employing a metal bush would simplify experimental procedure by both improving repeatability and ensuring quicker stationarity of experimental conditions, thus allowing to study even lower relative clearance ratios. We have not yet adopted this expedient as we are gradually updating an existing test rig. Indeed, in order to achieve the clearance adjustments required for the present investigation, only the journal has been modified accordingly. The high differential thermal dilatation between PC and steel makes it practically impossible to study clearance ratios lower than 3/1000 by assuming an average running temperature of 40°C.In future research activity, a completely new and original test-rig setup is going to be designed and will be employed for the static and dynamic analysis of hydrodynamic journal bearing-rotor systems with smaller relative clearances, realistic loads, and metallic bushings.



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*Source: 8844879-2020-12-04.xml*