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Lubrication
Lubrication
Lubrication
● Lubrication
11. Lubrication
large
large
oil (or grease) film on the contact surfaces. Temperature
Lubricant is necessary for operating rolling increase
Temperature increase
Friction loss
the following advantages:
Friction
(1) Reduction of friction and wear loss
It prevents direct metallic contact
between the rolling and sliding elements
of bearing components and reduces A B C D E
friction and wear. Oil volume
increase
(2) Prolonged bearing life
The rolling fatigue life is prolonged by Fig. 11.1
forming an oil film on the rolling contact
Table 11.1 Oil volume, friction loss, and
surface part.
temperature increase
(3) Friction heat dissipation and cooling (see Fig. 11.1)
Circulating lubrication can dissipate heat Range Characteristics Lubrication method
generated from friction or conducted When oil volume is
from the outside. extremely low, direct
metallic contact occurs in
(4) Others
A places between the rolling ―
It prevents foreign materials from elements and raceway
entering inside the bearing and surfaces. Bearing abrasion
and seizing may occur.
suppresses corrosion (rust) by covering
A thin oil film develops
the bearing surface with oil. Grease lubrication
over all surfaces, friction
B Oil mist
is minimal and bearing
Air-oil lubrication
temperature is low.
In order to exhibit these effects, a lubrication
As oil volume increases,
method that matches service conditions is C heat buildup is balanced
Circulating
lubrication
required. In addition to this, a quality lubricant by cooling.
must be selected, the proper amount of Regardless of oil volume,
Circulating
D temperature increases at a
lubricant must be used and the bearing lubrication
fixed rate.
must be designed to prevent foreign matter
As oil volume increases,
from getting in or lubricant from leaking out. Forced circulation
cooling dominates and
E lubrication
If lubrication is insufficient, friction is not bearing temperature
Oil jet lubrication
decreases.
reduced, causing excessive rise in bearing
temperature or abnormal wear. Therefore, an
appropriate lubrication and lubrication method
should be selected.
A-111
Commentary
Commentary
● Lubrication ● Lubrication
11.2 Lubrication methods and 11.3.1 Types and characteristics of grease non-metallic soaps as the thickening (5) Mixing different types of greases
characteristics Lubricating grease is composed of either a agent are generally superior in high When greases of different kinds are
mineral base oil or a synthetic base oil. To temperature properties. mixed together, the consistency of the
Lubrication methods for bearings can be this base a thickener and other additives are (3) Additives greases will change (usually softer),
roughly divided into grease and oil lubrication. added. The properties of all greases are mainly Various additives are added to grease the operating temperature range will
Each of these has its own features, so the determined by the kind of base oil used and depending on the purpose. Typical be lowered, and other changes in
lubrication method that best offers the by the combination of thickening agent and additives include anti-oxidants, high- characteristics will occur. As a rule,
required function must be selected. various additives. Table 11.5 shows general pressure additives (EP additives), rust grease should not be mixed with grease
Characteristics of each method are shown in grease varieties and characteristics, and preventives, and anti-corrosives. For of any other brand. However, if different
Table 11.2. Table 11.6 shows grease brand names and bearings subject to heavy loads and/ greases must be mixed, at least greases
their characteristics (refer to page A-116 and or shock loads, grease containing high- with the same base oil and thickening
Table 11.2 C
omparison of grease lubrication
page A-117). As performance characteristics pressure additives should be used. Anti- agent should be selected.
and oil lubrication characteristics
of even the same type of grease will vary oxidants are added to grease used in
Method Grease
Oil lubrication
Concern lubrication widely from brand to brand, it is necessary most types of rolling bearings.
Handling ◎ △ to check the manufacturers’ data when (4) Consistency
Reliability ○ ◎ selecting grease. Consistency is an index that indicates
Cooling effect × ○ (Circulation necessary) (1) Base oil hardness and fluidity of grease. The
Seal structure ○ △ Mineral oil or synthetics such as ester higher the NLGI number, the HARDER
Power loss ○ ○ oil, synthetic hydrocarbon oil, or ether the grease is. For the lubrication of
Environment oil are used as the base of greases. rolling bearings, greases with the NLGI
○ △
contamination Generally, greases with low viscosity consistency numbers of 1, 2, and 3 are
High speed
× ○
base oils are best suited for low used. General relationships between
rotation
temperatures and high speeds; grease consistency and application of grease are
◎ : Very good ○ : Good △ : Fair × : Poor
using high viscosity base oil has superior shown in Table 11.3.
high temperature and heavy load
Table 11.3 Consistency of grease
11.3 Grease lubrication characteristics.
(2) Thickening agents NLGI JIS(ASTM)
consistency 60 times blend Application
Grease lubricants are relatively easy to Thickening agents are compounded with No. consistency
handle and require only the simplest sealing base oils to maintain the semi-solid state 0 355 to 385 For centralized greasing use
devices. For these reasons, grease is the most of the grease. Thickening agents consist 1 310 to 340 For centralized greasing use
widely used lubricant for rolling bearings. It of two types of bases: metallic soaps 2 265 to 295 For general use and sealed
is used in a bearing that is pre-sealed with and non-soaps. Metallic soap thickeners bearing use
grease (sealed/shielded bearing), or if using include: lithium, sodium, calcium, etc. 3 220 to 250 For general use, high
temperature use, and sealed
an unsealed bearing, fill the bearing and Non-soap base thickeners are divided bearing use
housing with the proper amount of grease, and into two groups: inorganic (silica gel,
4 175 to 205 For special use
replenish or change the grease regularly. bentonite, etc.) and organic (polyurea,
With sealed bearings, the proper grease fluorocarbon, etc.). The various special
amount does not cause leakage; however, characteristics of a grease, such as
under use conditions including a lot of limiting temperature range, mechanical
vibrations, which cause grease to flow easily, or stability, water resistance, etc. depend
under high speed outer ring rotation, in which largely on the type of thickening
large centrifugal force is applied on the grease, agent used. For example, a sodium
the grease may purge (in rare cases). Please based grease is generally poor in water
consult NTN Engineering. resistance properties, while greases
with bentone, polyurea and other
A-112 A-113
Commentary
Commentary
● Lubrication ● Lubrication
A-114 A-115
Commentary
Commentary
● Lubrication ● Lubrication
Alvania Grease S2 2AS Li soap Mineral oil 131 12.2 283 2 181 −25 to 120 All-purpose (standard grease for deep groove ball bearings)
Alvania Grease S3 3AS Li soap Mineral oil 131 12.2 242 3 182 −20 to 135 All-purpose (standard grease for ball bearings of bearing units)
Alvania EP Grease 2 8A Li soap Mineral oil 220 15.9 284 2 184 −20 to 110 Heavy load all-purpose
Multemp PS No. 2 1K Li soap Ester + PAO 15.9 — 270 2 190 −50 to 130 For low temperature and low torque
For low temperature to high temperature, all-purpose
Multemp SRL 5K Li soap Ester 24.1 — 250 2 to 3 192 −40 to 150
(standard grease for miniature and small size ball bearings)
SH33L 3L Li soap Silicone 70 27 320 1 to 2 220 −70 to 140 For low temperature
SH44M 4M Li soap Silicone 80 19 260 2 to 3 204 −40 to 160 For high temperature
ISOFLEX NBU15 15K Ba complexed soap Diester + mineral oil 23 5 280 2 220 or above −40 to 130 For high speed
SHC POLYREX 462 L791 Urea PAO 460 40 280 2 270 −20 to 170 For food machinery
SE-1 L749 Urea PAO + ester 22 5 265 2 220 or above −50 to 120 For high speed
ME-1 L700 Urea Ester + PAO 61.3 9.3 231 3 250 or above −30 to 160 For high temperature and high speed
EP-1 L542 Urea PAO 46.8 — 220 3 260 or above −40 to 160 For high temperature and high speed
NA103A L756 Urea PAO + ether 53.5 — 270 2 260 or above −40 to 180 Brittle separation
MP-1 L448 Urea Synthetic oil 40.6 7.1 243 3 250 or above −40 to 150 For high temperature and high speed
Grease J L353 Urea Ester 75 10 305 1 to 2 280 or above −20 to 180 For high temperature
Cosmo Wide Grease WR3 2M Na terephthalate Diester + mineral oil 31.6 6 238 3 230 or above −40 to 150 For low temperature to high temperature, all-purpose
Mobilgrease 28 9B Bentonite PAO 30 5.7 293 1 to 2 307 −54 to 177 MIL-PRF-81322 For low temperature to high temperature
Aeroshell Grease 7 5S Microgel Diester 10.3 3.1 296 1 to 2 260 or above −73 to 149 MIL-PRF-23827C
Note: 1. Representative values are shown for the base oil viscosity, consistency, and dropping point.
2. The upper and lower limits of the operating temperature range differ depending on the usage environment and requirement
specifications. Please consult with NTN Engineering.
A-116 A-117
Commentary
Commentary
● Lubrication ● Lubrication
11.3.3 Grease replenishment interval for standard rolling bearing grease (Example) Find the grease relubrication time strong vibrations or centrifugal force.
As the lubricating performance of grease when used under normal operating conditions. limit for deep groove ball bearing 6206, with a Bearings with solid grease are available in
declines with the time, grease must be filled in As operating temperatures increase, radial load of 2.0 kN operating at 3 600 min–1 two types: the spot-pack type in which solid
proper intervals. the grease interval should be shortened grease is injected into the cage, and the full-
The replenishment interval depends on the accordingly. Generally, for every 10 °C increase pack type in which all free space around the
type of bearing, dimensions, bearing’s rotating in bearing temperature above 80 °C, the From Fig. 9.1 Cr / Pr = 21.6 / 2.0 kN = 10.8, rolling elements is completely filled with solid
speed, bearing temperature, and type of grease interval period is shortened to “2/3”. f L = 0.96. Allowable rotational speed from the grease.
grease. An easy reference chart for calculating For grease replenishment interval of dimensions tables for bearing 6206 is 11 000 Spot-pack solid grease is available for
grease replenishment interval is shown in Fig. the ULTAGE series, please contact NTN min–1. Allowable rotational speed no for 2.0 kN deep groove ball bearings, small diameter
11.2. This chart indicates the replenishment Engineering. radial load is: ball bearings, and bearing units. Full-pack
no = 0.96 × 11 000 = 10 560 min−1 solid grease is available for self-aligning ball
no / n bearings, spherical roller bearings, and needle
no 10 560
Ⅱ Therefore, = = 2.93 roller bearings.
20.0 n 3 600
300 4 000
3.0
200 500 3 000 B of single row sealed and greased ball bearings.
100 300 The estimated grease life changes
200 2 000
200 depending on the grease type, temperature,
50
100 2.0
30 100 shaft rotational speed, and load; therefore,
50 20 50 1 000 please contact NTN Engineering for details. Fig. 11.3 D
eep groove ball bearing with spot-pack
30 solid grease (ZZ shield)
Cylindrical roller bearings
30
1.5
20 11.4 Solid grease (Available for deep groove ball bearings)
20
500
Tapered roller bearings
Spherical roller bearings
10
400
“Solid grease” is a lubricant composed
Thrust ball bearings
Solid grease
300
mainly of lubricating grease and ultra-high
1.0 polymer polyethylene. Solid grease begins
0.9 as grease that has the same viscosity as a
more traditional grease. After being heated
0.8 and cooled, a process known a “calcination”,
the grease hardens while maintaining a large
n o : f L (see Fig. 9.1) × f C (see Fig. 9.2) × allowable speed quantity of lubricant within the polymer
(from dimension tables) 0.7 structure. The result of this solidification is Fig. 11.4 S
pherical roller bearing with full-pack
n : Rotational speed
that the grease does not easily leak from the solid grease
Fig. 11.2 Diagram for grease interval bearing, even when the bearing is subjected to (Available for spherical roller bearings)
A-118 A-119
Commentary
Commentary
● Lubrication ● Lubrication
11.5. Oil lubrication carried away from the bearing and dissipated 11.5.1 Selection of lubricating oil Lubrication of rolling bearings requires
to the outside. Under normal operating conditions, machine viscosity shown in Table 11.8, which is
Oil lubrication is suitable for applications Table 11.7 shows the main methods of oil oil, turbine oil, and other mineral oils are dependent on the use conditions. Fig 11.5
requiring that bearing-generated heat or heat lubrication. widely used for the lubrication of rolling shows the relation between lubricating
applied to the bearing from other sources be bearings. However, for temperatures below oil viscosity and temperature. This is used
-30 °C or above 150 °C, synthetic oils such as to select a lubrication oil with viscosity
Table 11.7 Oil lubrication methods
ester oil, silicone oil, and fluorinated oil are characteristics appropriate for the operating
Lubrication method Example Lubrication method Example used. temperature.
(Oil bath lubrication) (Disc lubrication) For lubricating oils, viscosity is one of the For reference, Table 11.9 lists the selection
Oil bath lubrication is the most In this method, a
generally used method of partially submerged most important properties and determines an standards for lubricating oil viscosity based on
lubrication, and is widely used disc rotates and pulls
for low to moderate rotational oil up into a reservoir oil’s lubricating efficiency. If viscosity is too low, bearing operating conditions.
speed applications. from which it then formation of the oil film will be insufficient,
For horizontal shaft drains down through Table 11.8 R
equired lubricating oil viscosity
applications, oil level should be the bearing, lubricating and damage to the rolling surface will occur. If
maintained at approximately it. for bearings
the center of the lowest rolling viscosity is too high, viscous resistance will also
element, according to the oil Bearing type Dynamic viscosity mm2/s
gauge, when the bearing is
be great, resulting in temperature increase
Ball bearings, 13 or above
at rest. For vertical shafts at and friction loss. In general, for higher speed Cylindrical roller bearings,
low speeds, oil level should
be maintained at 50 to 80 % applications, a lower viscosity oil should be Needle roller bearings
submergence of the rolling
elements. used; for heavier load applications, a higher Spherical roller bearings, 20 or above
Tapered roller bearings,
(Oil spray lubrication) (Oil mist lubrication)
viscosity oil should be used.
Thrust needle roller bearings
In this method, an impeller or Using pressurized
similar device mounted on the air, lubricating oil Thrust spherical roller 30 or above
shaft draws up oil and sprays it is atomized before bearings
onto the bearing. This method passing through the
can be used at considerably bearing.
high speeds. Due to the low lubricant
resistance, this method
is well suited to high
speed applications. 3 000
2 000 1: ISO VG 320
(Drip lubrication) (Air-oil lubrication) 1 000 2: ISO VG 150
In this method, oil is collected In this method, the
above the bearing and allowed required minimum
500 3: ISO VG 68
to drip down into the housing amount of lubricating 300 4: ISO VG 46
200
where it becomes a lubricating oil is measured and Mist Reservoir (level switch) 5: ISO VG 32
mist as it strikes the rolling fed to each bearing at Separator 100 6: ISO VG 22
Air oil
elements. Another version ideal intervals using Oil
7:
Air
allows only slight amounts of compressed air. Solenoid valve
line ISO VG 15
Air Timer 50
Viscosity mm2/s
T
oil to pass through the bearing. Fresh lubricating oil is filter Air Nozzle
Used at relatively high speeds constantly fed. 30
for light to normal load Because the required Pressure switch
A-120 A-121
Commentary
Commentary
● Lubrication ● Lubrication
10 4
80 500
Up to 15 000 150 220 All types 4 20 60
d n×
40 20
15 000 to 80 000 100 150 All types 5 15 0 600
6
60 to 100 700
80 000 to 150 000 68 100, 150 All types but thrust ball bearings 10
8
Single row radial ball bearings, 10 8 800
150 000 to 500 000 32 68
cylindrical roller bearings Bearing type
15 6
900
100 to 150 Up to allowable rotational speed 320 All types Spherical roller bearings
Tapered roller bearings 4
20 1 000
0 to 60 Up to allowable rotational speed 46, 68 Angular contact ball bearings 30 2
Spherical roller bearing Deep groove ball bearings, 40
60 to 100 Up to allowable rotational speed 150 Cylindrical roller bearings 1 100
1) dn value: [dn = bearing bore diameter d (mm) × rotational speed n (min–1)] 1 200
Note: 1. Applied when lubrication method is either oil bath or circulating lubrication.
2. Please consult NTN Engineering in cases where operating conditions fall outside the range covered by this table.
Fig. 11.6 Oil quantity guidelines
11.5.2 Oiling amount amount is completely carried away by the oil,
When a bearing is to be supplied with oil use the shaft diameter in the diagram as d = 0. 11.5.3 Relubrication intervals
forcibly, the amount of heat generated from The intervals at which lubricating oil should
Table 11.10 Value of K
the bearing is equal to the sum of the amount be changed varies depending upon operating
of heat dissipated from the housing and the Expelled oil temp minus supplied oil temp °C K conditions, oil quantity, and type of oil used.
10 1.5
amount of heat carried away by the oil. In general, for oil bath lubrication where the
15 1
The oiling amount that serves as a rough 20 0.75 operating temperature is 50 °C or less, oil
indication when a standard housing is used 25 0.6 should be replaced once a year. When the
can be obtained by formula (11.2). operating temperature is between
Q = K・q ······································· (11.2) (Example) For tapered roller bearing 80 to 100 °C, oil should be replaced at least
Where: 30220U mounted on a flywheel shaft with once every three months. For important
Q : oiling amount per bearing (cm3/min) a radial load of 9.5 kN, operating at 1 800 equipment, it is advisable that lubricating
K : c oefficient determined by allowable min–1, what is the amount of lubricating efficiency and oil purity deterioration be
temperature rise of oil (see Table 11.10) oil Q required to keep the bearing checked regularly to determine when oil
q : oiling amount obtained by diagram temperature rise below 15 °C? replacement is necessary.
(cm3/min) (see Fig. 11.6)
The heat dissipation amount differs
depending on the housing type. Therefore, in d = 100 mm.
the actual operation, it is desirable to obtain dn = 100 × 1 800 = 18 × 104
the oiling amount suitable for the actual From Fig. 11.6 q = 180 cm3/min
machine by adjusting the amount obtained by Assume the bearing temperature is
formula (11.2) to 1.5 to 2 times. approximately equal to the expelled oil
In addition, when calculating the oiling temperature,
amount assuming that no heat is dissipated from Table 11.10, since K = 1
from the housing and the generated heat Q = K × q = 1 × 180 = 180 cm3/min
A-122 A-123