Lubrication Failure Analysis

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    Lubrication

    Bearing Failure Patterns and Trouble-shooting

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    Symptoms

    RemediesCauses

    Bearing Failure analysis

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    False Brinelling

    Symptoms

    Elliptical wear marks in

    an axial direction ateach ball position with

    a bright finish and

    sharp demarcation

    Often surrounded by a

    ring of brown

    debris

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    Causes

    Vibrations in stationary

    machines leading to

    micro motion between

    rolling elements &

    raceways

    When the bearing is notturning, an oil film

    cannot be formed to

    prevent raceway wear

    False Brinelling

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    False Brinelling

    Remedies

    eliminate or absorbexternal vibration

    use lubricants containing

    anti-wear additives

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    Overheating

    Symptoms

    Discoloration of the rings,

    rolling elements and

    cages from gold to blue

    Temperatures in excess

    of 200C can anneal ring

    and rolling elementmaterials, reducing the

    bearing capacity and

    causing early failure

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    Symptoms

    In extreme case, the

    bearing components will

    deform

    Temperature rise can

    also degrade or destroy

    lubricant

    Overheating

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    Causes

    Heavy electrical heat

    loads

    Inadequate heat paths

    Insufficient cooling or

    lubrication when loads

    and speed are excessive

    Overheating

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    Overheating

    Remedies

    Thermal or overload

    controls

    Adequate heat paths

    Supplemental cooling

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    Symptoms

    Typically a crack spreads

    evenly in the

    circumferential direction,

    with several fractured

    pieces often originating

    With axial load, fracturesusually occur a little

    beyond the middle of the

    raceway

    Outside outer ring shows

    irregular load pattern

    Outer Ring Fracture

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    Causes

    Poor support of the rings

    in the bearing housing

    Outer Ring Fracture

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    Outer Ring Fracture

    Remedies

    Improvement in bearing

    mounting

    Follow mounting instructions

    for appropriate

    recommendations

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    Misalignment

    Symptoms

    A wear path not parallel

    to raceway edges on the

    raceway of the no

    rotating ring

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    Causes

    Bent shafts

    Burrs or dirt on shaft orhousing shoulders

    Shaft threads that are not

    square with shaft seats

    Locking nuts with faces

    that are not square to the

    thread axis

    Misalignment

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    Misalignment

    Remedies

    Inspect shafts and

    housings for run-out of

    shoulders and bearing

    seats

    Use single point-turned

    or ground threads onnon-hardened shafts and

    ground threads only on

    hardened shafts

    Use precision

    grade locknuts

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    Symptoms

    Spotted smear marks

    Roughening of rollingelements or raceways

    Slippage Tracks

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    Slippage Tracks

    Causes

    Rolling elements slide on

    the raceways when the load

    is low and lubrication ispoor

    Occasionally occurs if load

    zones are too short, causing

    rolling elements to

    Also, fast changes in speed

    brake in the unloaded zone

    and accelerate again when

    entering the load zone

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    Slippage Tracks

    Remedies

    Select bearings with

    lower load carrying

    capacity

    Preload bearings

    Reduce bearing

    clearance

    Improve lubrication

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    Tight Fits

    Symptoms

    A heavy rolling element

    wear path in the bottom

    of the raceway

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    Causes

    Excessive loading of the

    rolling elements when

    interference fits exceed

    the radial clearance at

    operating temperatures

    Continued operationunder such conditions

    leads to rapid wear and

    fatigue

    Tight Fits

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    Tight Fits

    Remedies

    Decrease total

    interference with better

    matching of bearings to

    shafts and housings

    Consider operating

    temperatures

    Increased radial

    clearance in bearing

    selection

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    Axial Cracks

    Symptoms

    Inner ring partly orcompletely cracked in the

    axial direction

    Slightly rounded fracturededges indicate that thefracture originated during

    operation and was cycled(cracked edges may breakoff after prolongedoperation)

    Sharp edged cracks indicatefracture during dismounting

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    Axial Cracks

    Causes

    Bearing slippage

    Rotation of inner ring onthe shaft

    Inadequate lubrication

    Too tight of fit to shaft

    Grooved shaft

    Out-of-roundness

    Grazing against

    surrounding parts

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    Axial Cracks

    Remedies

    Improve lubrication with

    additives or increased oil

    quantities

    Select suitable fit

    Avoid grazing

    Provide for better seating

    conditions

    Consider special heat

    treatment for rings

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    Symptoms

    Often referred to as spalling;

    indicated by the fracture of

    the running surfaces andsubsequent removal of small

    discrete particles of material

    from the inner ring, outer ring

    or rolling elements Spalling is progressive, and

    once initiated will spread with

    continued operation

    Always accompanied by a

    noticeable increase in

    vibration

    Normal Fatigue

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    Causes

    Bearing has remained in

    operation beyond its

    calculated fatigue life

    Normal Fatigue

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    Remedies

    Replace the bearing

    and/or consider

    redesigning to use abearing with a greater

    calculated fatigue life

    Normal Fatigue

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    True Brinelling

    Symptoms

    Brinell marks appear as

    indentations in the

    raceways, increasingbearing vibration (noise)

    Severe brinell marks can

    cause premature fatiguefailure

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    True Brinelling

    Causes

    Static overload of the

    bearing

    Severe impact to the

    bearing

    Using a hammer to install

    the bearing Dropping or striking

    assembled equipment

    Pressing a bearing onto the

    shaft by applying force

    to the outer ring

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    Remedies

    Observe static load

    ratings in making bearing

    selection

    Install bearings using

    appropriate equipment

    and by applying forceonly to the ring being

    press-fitted

    True Brinelling

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    Contamination

    Symptoms

    Denting of rolling

    elements and raceways,

    causing vibration

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    Contamination

    Causes

    Air-born dust, dirt or

    abrasive substances

    from contaminated workareas

    Dirty hands or tools

    Foreign matter inlubricants or cleaning

    solutions

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    Remedies

    Clean work areas, tools,

    fixtures and hands reduce

    the risks

    Isolate bearing assembly

    area from any grinding

    operations

    Leave bearings in their

    original packaging until time

    of installation

    For contaminated operatingenvironments,sealing

    arrangements should be

    considered

    Contamination

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    Symptoms

    Discolored rolling

    elements (blue/brown)

    and rolling elementtracks

    Excessive wear of rolling

    elements, rings, andcages follow, resulting in

    overheating and

    catastrophic

    failure

    Lubricant Failure

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    Lubricant Failure

    Causes

    Restricted lubricant flow

    Excessive temperaturesthat degrade the lubricant

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    Lubricant Failure

    Remedies

    Use of the appropriate

    and correct amount of

    lubricant

    Ensure proper bearing fit

    Control preload to reduce

    bearing temperatures

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    Corrosion

    Symptoms

    Corrosion results from the

    chemical attack on bearing

    materials by hostile fluids oratmospheres

    Red/brown stains or

    deposits on rolling

    elements, raceways orcages

    Increased vibration followed

    by wear

    Increase in radial clearance

    or loss of preload

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    Causes

    Exposing bearings to

    corrosive fluids or

    atmospheres

    Corrosion

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    Corrosion

    Remedies

    Divert corrosive fluids

    away from bearing areas

    Use integrally sealed

    bearings

    Consider external seals

    for particularly hostileenvironments

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    Fluting

    Symptoms

    Brownish marks parallel

    to the axis on a large part

    of the raceway, orcovering the entire

    raceway circumference

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    Fluting

    Causes

    Electrical Fluting occurs

    when a current is passed

    through the bearing,instead of to a grounded

    source.

    Constant passage ofalternating or direct

    current

    Even low currents

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    Fluting

    Remedies

    Prevent currents from

    flowing through the

    bearing by means ofgrounding or insulating

    Use current insulated

    bearings

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    Excessive Loads

    Symptoms

    Heavy rolling element wear

    paths

    Evidence of overheating

    Widespread fatigue areas

    (spalling)

    Symptoms are the same asnormal fatigue, although

    showing heavier ball wear

    paths, greater evidence of

    overheating, and a morewidespread and deeper

    spalling (fatigue area)

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    Causes

    Excessive loading of the

    bearing

    Excessive Loads

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    Excessive Loads

    Remedies

    Reduce the load

    Redesign using a bearingwith greater capacity

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    Lip Fractures

    Symptoms

    Supporting lips are partly

    or completely broken off

    or cracked

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    Lip Fractures

    Causes

    Axial load unacceptably

    high

    Lip insufficiently

    supported

    Axial shock load

    Mounting damage

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    Lip Fractures

    Remedies

    Ensure good lip support

    design

    Keep load within

    specified limits

    Observe appropriate

    mounting instructions& procedures

    F tti

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    Fretting

    Symptoms

    Fretting, the generation

    of fine metal particles

    which oxidize, leaving adistinctive brown color

    Wear at the fitting

    surfaces causing noise &runout problems

    Possible fatigue fracture

    Possible disturbance offloating bearing function

    F tti

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    Fretting

    Causes

    Micro motion between

    fitted parts where the fits

    are too loose in relationto the acting forces

    Fretting

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    Fretting

    Remedies

    Follow mounting

    instructions for

    appropriate fitrecommendations

    S i

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    Seizure

    Symptoms

    Partial or large-area

    welding and deep

    scratches in the lip androller face areas

    Also lubricant coking in

    this area

    Seizure

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    Seizure

    Causes

    Inadequate lubrication

    with high loads and high

    speeds (quantity oroperating viscosity of

    lubricant too low)

    Inadequate lubricationwith high loads

    and low speeds (when

    there is no hydrodynamic

    lubricating film betweenthe roller face and lip)

    Seizure

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    Seizure

    Causes

    Detrimental preload due

    to heat expansion

    Skewing of rollers due to

    raceway wear or ring

    tilting

    Axial load too high oncylindrical roller bearings

    Axial preload too high for

    out-of-square matingsurfaces

    Seizure

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    Seizure

    Remedies

    Improve lubrication

    (increase viscosity, EP

    additives, increasequantity)

    Ensure correct

    adjustment of bearings

    Reverse Loading

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    Reverse Loading

    Symptoms

    Balls will show a grooved

    wear band caused by the

    ball riding over the outeredge of the raceway

    Failure mode is very

    similar to that of heavyinterface (tight) fits.

    Reverse Loading

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    Reverse Loading

    Causes

    Angular contact ball

    bearings are designed to

    accept an axial load inone direction only

    When loaded in the

    opposite direction, the

    elliptical contact area on

    the outer ring is truncated

    by the low shoulder on

    that side of the outer ring

    Reverse Loading

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    Reverse Loading

    Causes

    Result is excessive

    stress and an increase in

    temperature, followed byincreased vibration and

    early failure

    A thrust load applied to

    the wrong bearing face

    results in a wear band on

    the balls.

    Reverse Loading

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    Reverse Loading

    Remedies

    Ensure proper installation

    of angular contact

    bearings