Bearing Smearing and Its Causes
Bearing Smearing and Its Causes
Bearing Smearing and Its Causes
Smearing
When two inadequately lubricated surfaces slide against each other under load,
material is transferred from one surface to the other. This is known as smearing
and the surfaces concerned become scored, with a "torn" appearance. When
smearing occurs, the material is generally heated to such temperatures that
rehardening takes place. This produces localised stress concentrations that may
cause cracking or flaking.
In rolling bearings, sliding primarily occurs at the roller end-guide flange
interfaces. Smearing may also arise when the rollers are subjected to severe
acceleration on their entry into the load zone. If the bearing rings rotate relative to
the shaft or housing, this may also cause smearing in the bore and on the
outside surface and ring faces. In thrust ball bearings, smearing may occur if the
load is too light in relation to the speed of rotation.
In cylindrical and taper roller bearings, and in spherical roller bearings with guide
flanges, smearing may occur on the guiding faces of the flanges and the ends of
the rollers. This smearing is attributable to insufficient lubricant between flanges
and rollers. It occurs when a heavy axial load acts in one direction over a long
period, for instance when taper roller bearings are subject to excessive
preloading. In cases where the axial load changes direction, smearing is much
less common as the opportunity is provided for the ingress of lubricant when the
roller end is temporarily relieved of load. Such smearing can be avoided to a
considerable extent by selecting a suitable lubricant.
Figure 4 - Skid smearing in both raceways of a spherical roller bearing outer ring.
Figure 6 - A cylindrical roller bearing with smear streaks in the inner ring raceway
and on the rollers. The smearing has been caused by the roller assembly being
entered askew without being rotated.
Figure 7 - Outer ring raceway of a spherical roller Figure 8 - One of the smear
bearing with smear streaks caused by a blow streaks shown in fig 7 – 50 x
against the inner ring. magnification
Smearing may occur on the external surfaces of heavily loaded bearings. Here,
the smearing is the result of movement of the bearing ring relative to its shaft or
housing. Smearing of the inner ring bore, outer ring outside surface and ring
faces can only be avoided if the fits are tight enough to prevent movement of the
ring concerned in relation to its seating. Increasing the axial compression does
not result in any improvement.
Smearing may occur in the raceways of thrust ball bearings if the rotational
speed is too high in relation to the loading. The centrifugal force then impels the
balls to the outer part of the shallow raceways. There the balls do not roll
satisfactorily and a great deal of sliding occurs at the ball-to-raceway contacts.
This leads to the formation of diagonal smear streaks in the outer part of the
raceway. In the case of thrust ball bearings operating under light loads and at
high speeds, such damage can be prevented by subjecting the bearings to extra
loading, for instance by applying springs, see fig 12.