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Fig. 21.50 Chart for determining optimal film thickness. (From Ref. 28.) (a) Grooved member
rotating, (b) Smooth member rotating.
6. Calculate
R 1 = { AcP 0 } 112
h r [3T 7 K - Co 0 )[I - (K 2 /*,) 2 ]]
If R 1 Ih,. > 10,000 (or whatever preassigned radius-to-clearance ratio), a larger bearing or
higher speed is required. Return to step 2. If these changes cannot be made, an externally
pressurized bearing must be used.
7. Having established what a r and A c should be, obtain values of K 00 , Q, and T from Figs. 21.62,
21.63, and 21.64, respectively. From Eqs. (21.29), (21.30), and (21.31) calculate K pt Q, and
T r .
8. From Fig. 21.65 obtain groove geometry (b, /3 a , and H 0 ) and from Fig. 21.66 obtain R g .
21.3 ELASTOHYDRODYNAMICLUBRICATION
Downson 3 1 defines elastohydrodynamic lubrication (EHL) as "the study of situations in which elastic
deformation of the surrounding solids plays a significant role in the hydrodynamic lubrication pro-
cess." Elastohydrodynamic lubrication implies complete fluid-film lubrication and no asperity inter-
action of the surfaces. There are two distinct forms of elastohydrodynamic lubrication.
1. Hard EHL. Hard EHL relates to materials of high elastic modulus, such as metals. In this
form of lubrication not only are the elastic deformation effects important, but the pressure-viscosity
815069741.002.png
Fig. 21.51 Chart for determining optimal groove width ratio. (From Ref. 28.) (a) Grooved mem-
ber rotating, (b) Smooth member rotating.
effects are equally as important. Engineering applications in which this form of lubrication is dom-
inant include gears and rolling-element bearings.
2. Soft EHL Soft EHL relates to materials of low elastic modulus, such as rubber. For these
materials that elastic distortions are large, even with light loads. Another feature is the negligible
pressure-viscosity effect on the lubricating film. Engineering applications in which soft EHL is
important include seals, human joints, tires, and a number of lubricated elastomeric material machine
elements.
The recognition and understanding of elastohydrodynamic lubrication presents one of the major
developments in the field of tribology in this century. The revelation of a previously unsuspected
regime of lubrication is clearly an event of importance in tribology. Elastohydrodynamic lubrication
not only explained the remarkable physical action responsible for the effective lubrication of many
machine elements, but it also brought order to the understanding of the complete spectrum of lubri-
cation regimes, ranging from boundary to hydrodynamic.
A way of coming to an understanding of elastohydrodynamic lubrication is to compare it to
hydrodynamic lubrication. The major developments that have led to our present understanding of
hydrodynamic lubrication 1 3 predate the major developments of elastohydrodynamic lubrication 32 ' 3 3
815069741.003.png
Fig. 21.52 Chart for determining optimal groove length ratio. (From Ref. 28.) (a) Grooved mem-
ber rotating, (b) Smooth member rotating.
by 65 years. Both hydrodynamic and elastohydrodynamic lubrication are considered as fluid-film
lubrication in that the lubricant film is sufficiently thick to prevent the opposing solids from coming
into contact. Fluid-film lubrication is often referred to as the ideal form of lubrication since it provides
low friction and high resistance to wear.
This section highlights some of the important aspects of elastohydrodynamic lubrication while
illustrating its use in a number of applications. It is not intended to be exhaustive but to point out
the significant features of this important regime of lubrication. For more details the reader is referred
to Hamrock and Dowson. 1 0
21.3.1 Contact Stresses and Deformations
As was pointed out in Section 21.1.1, elastohydrodynamic lubrication is the mode of lubrication
normally found in nonconformal contacts such as rolling-element bearings. A load-deflection rela-
tionship for nonconformal contacts is developed in this section. The deformation within the contact
is calculated from, among other things, the ellipticity parameter and the elliptic integrals of the first
and second kinds. Simplified expressions that allow quick calculations of the stresses and deforma-
tions to be made easily from a knowledge of the applied load, the material properties, and the
geometry of the contacting elements are presented in this section.
Elliptical Contacts
The undeformed geometry of contacting solids in a nonconformal contact can be represented by two
ellipsoids. The two solids with different radii of curvature in a pair of principal planes (x and y)
815069741.004.png
Fig. 21.53 Chart for determining optimal groove angle. (From Ref. 28.) (a) Grooved member
rotating. (D) Smooth member rotating.
passing through the contact between the solids make contact at a single point under the condition of
zero applied load. Such a condition is called point contact and is shown in Fig. 21.67, where the
radii of curvature are denoted by r's. It is assumed that convex surfaces, as shown in Fig. 21.67,
exhibit positive curvature and concave surfaces exhibit negative curvature. Therefore if the center of
curvature lies within the solids, the radius of curvature is positive; if the center of curvature lies
outside the solids, the radius of curvature is negative. It is important to note that if coordinates x and
y are chosen such that
I + -U-U-L
(21 . 33 )
T 0x
r bx
r ay
r by
coordinate x then determines the direction of the semiminor axis of the contact area when a load is
applied and y determines the direction of the semimajor axis. The direction of motion is always
considered to be along the x axis.
815069741.005.png
Fig. 21.54 Chart for determining maximum radial load capacity. (From Ref. 28.) (a) Grooved
member rotating, (b) Smooth member rotating.
The curvature sum and difference, which are quantities of some importance in the analysis of
contact stresses and deformations, are
< 2135 >
r - "(K- i)
i-H
where
< 21 - 37 )
F = f + f
*'•*>
K x r ax T bx
5-r + r
r ay
*by
Ky
Ry
« = TT
(21.38)
K x
Equations (21.36) and (21.37) effectively redefine the problem of two ellipsoidal solids approaching
one another in terms of an equivalent ellipsoidal solid of radii R x and R y approaching a plane.
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