Bearing Failure Analysis KOYO
Bearing Failure Analysis KOYO
Countermeasures
1. Time of fracture occurrence and causes 1
1. Bearing Fracture
2. Abnormal operations, their causes and
countermeasures 2
1. Types of failure 3
2. Bearing Failure
2. Types of failure and parts in which they occur 3
3. Failures and causes 4
9 Creep 13
3. Failures, Causes and Countermeasures
10 Electric pitting 14
1 Flaking, Pitting 5 5 Scratches and Scuffing 9 11 Seizure 15
2 Wear and Fretting 6 6 Rust and Corrosion 10 12 Failure of Cage 16
3 Cracks and Chips 7 7 Pear skin, Discoloration
4 Brinelling and Nicks 8 11
8 Smearing 12
Side surface
Even when bearings are being used under ideal When bearing failure is found, even if it is insignificant, it
conditions, failures of bearings are caused by deterioration is important to investigate the phenomenon to determine
of the material due to rolling fatigue. Generally, the service the causes. At this time, not only the bearing but also the
life of bearings is expressed either as a period of time or as shaft, housing, and lubricant used with the bearing should
the total number of rotations before the occurrence of be comprehensively investigated, together with the
failures in the inner ring, outer ring or rolling element bearing.
because of rolling fatigue, due to repeated stress. To judge the causes of failure, sufficient knowledge and
Rolling bearings sometimes fracture earlier than experience in bearings and lubricants and a good
expected. The following causes should be considered; understanding of the characteristics of the equipment are
q Inappropriate use of bearings necessary. In addition, consideration of the installation
w Faulty installation or improper processing conditions and operational process of the bearing is
e Improper lubricant, lubrication method or sealing
required.
device
〔Reference〕 Rated service life of rolling bearing
r Inappropriate speed and operating temperature L : Rated service life, 106 rotations
t Contamination by foreign matter during installation Pr
( 10C ) C
p
Lh : Rated service life, h
L=
y Abnormally heavy load
( P)
6
r Cr : Basic dynamic load rating, N
L=
p
h
60 n P : Dynamic equivalent load rating, N
n : Rotational speed, min
-1
p : 3 ……Ball bearing,
10/3 …Roller bearing
1. Bearing Fracture
For failure analysis, it is important to accurately For reference, time of fracture occurrence and related
determine the time a fracture occurs, because the possible causes are categorized and listed in Table 1–1.
causes of failure can be limited in according to the time of
fracture occurrence.
1
(5) Fracture occurring during
normal operation ○ ○ ○
2
2. Abnormal operations, their causes and countermeasures
1. Flaws including scratches, Repair bearings or replace with new ones.(Care should be
brinelling, etc. taken in handling
Excessively loud noise or foreign noise
1. Excessively narrow internal Replace with a new bearing or widen internal clearance.
clearance
metallic
pitched
element
4. Wear of cage Replace with a new bearing.
3
2. Bearing Failure
1. Types of failure
Defects in the appearance of bearings are referred to as assigning a general term to each type of failure, then
bearing failures. Table 2–1 describes bearing failures, first adding more detailed classifications.
Table 2–2 Bearing Failures, Parts in which they Occur, and Standards for
Judging Failures
Bearing ring, Rolling element Bearing Cage
ring
Bearing ·Roller guide surface
failure · Raceway surface · Pocket surface
·Cage guide surface · Others · Fitting · Rivet
· Rolling surface surface · Guide surface
·Roller end face
Flaking, Pitting × - - - - -
Wear ○ ○ ○ ○ ○ ×
Fretting ○ - - ○ - -
Cracks × × × × × ×
Chips × × ○ × × ×
Brinelling ○ ○ ○ ○ - -
Nicks ○ ○ ○ ○ ○ ○
Scratches ○ ○ ○ ○ ○ ○
Scuffing ○ ○ ○ ○ - -
Rust ○ ○ ○ ○ ○ ○
Corrosion ○ ○ ○ ○ ○ ○
Pear skin ○ - - - - -
Discoloratio ○ ○ ○ ○ - -
n
Smearing ○ ○ - - - -
Creep - - - ○ - -
Electric ○ ○ - - ○ -
pitting
Seizure × × × × × -
Failure of cage - - - - ○ ×
3
Notes)× : In principle, not reusable.
○ : Reusable in accordance with seriousnes of failure, by repairing or meeting required conditions.
— : No failure of this part.
4
3. Failures and causes
(Fig. 1)
Symmetrical flaking on each side Inclined mounting, or shaft or housing not in the
shape of a circle
(Fig. 2)
Flakin
Flaking on one side or flaking in the form Distortion of shaft, insufficient centering,
of an oblique line on raceway surface of bearings not installed on shaft at the correct
g
Scuffing on roller end face and guide rib Excessive axial load, improper lubrication
face
(Fig. 4) Fig.2 Symmetrical flaking on each side.
(Tapered Roller Bearing)
Scraches on raceway surface Grease of too high viscosity, excessive
Scratches,
acceleration in starting
Scuffing
Cracks or chips of rolling element Improper bearing material, excessive impact too
wide internal clearance of cylindrical roller
Cracks, Chips
(Fig. 5)
Cracks, chips of cage Improper lubricant or lubrication method, high
speed operation, vibration impact too strong,
advanced stage of wear
Fig.4 Scuffing on roller end face and
Creep on inner/outer rings Insufficient interference guide rib face. (Cylindrical Roller
Cree
Bearing)
p
Rust covering whole bearing surface, Defective washing oil or lubricant, water,
Othe Rust,
corrosion humidity
5
Discoloration Heat generation, chemical action
Fluting
rs
6
3. Failures, Causes and Countermeasures
1 Flaking, Pitting
6977)
a
(A-
●
7024)
under the following conditions:
(A-
1) During operation, bearing internal clearance
becomes narrower than specified. ■
Flaking on outer ring of Double-Row Cylindrical Roller
2) Bearing ring is mounted at an inclination by mistake. Bearing
3)Flaw is created during mounting, or brinelling, nicks, rust,
etc. occur on the raceway surface or rolling surface.
4)Inaccurate shape of shaft or housing(imperfect circle,
Causes
depressions on surface.)
(A-6466,
6473)
■
Flaking on inner ring of Tapered Roller Bearing
■
Flaking
a)Use a bearing with heavier rated load.
b)Check if abnormal load is being generated.
c)Improve lubrication method to ensure better formation of
(A-6644,
7
3. Failures, Causes and Countermeasures
the roller end face and rib, cage pocket surface, cage, and the
guide surface of the bearing ring.
Wear due to contamination by foreign matter and corrosion occurs
not only to the sliding surface but also to the rolling surface.
Phenomen
●
Fretting is a phenomena which occurs when slight sliding is
repeatedly caused on the contact surface.
4718)
a
(A-
On the fitting surface, fretting corrosion occurs, generating a
rust like powder. ■
Wear on outer ring raceway surface
▲ If bearings receive a vibration load when they stop or of Double-Row Cylindrical Roller Bearing
Wear
6714)
■
(A-
2)Contamination by foreign matte(r s).
●
Fretting ●
Fretting on inner ring bore surface of Tapered Roller
1)Vibration load. Bearing
6649)
(A-
6735)
(A-
7278)
(A-
8
■
Wear
a)Review and improvement of lubricant and lubrication
method.
b)Filtering of oil.
c)Improvement of sealing.
●
Fretting
a) Investigation and countermeasures for the source
of vibration.
b) Investigation and increase of
interference. c)Enhancement of shaft ●
Fretting on outer ring O.D. surface of Deep Groove Ball
rigidity. Bearing
Vertical fretting at symmetric positions 180º apart.
Countermeasures
9
3 Cracks and Chips
●
Chips are a type of failure occurring at a certain part of a
bearing ring rib or corner of a roller.
Phenomen
6395)
a
(A-
●
Crack on outer ring of Four-Point Contact Ball Bearing
Crack starting from key groove on O.D. surface.
■
Cracks
6625)
1)Heavy load.
(A-
2) Excessively heavy internal load caused by improper
installation.
3) Excessive interference at fitting, or shaft and housing
■
Crack in outer ring of Double-Row Cylindrical Roller
of improper shape. Bearing
4) Instantaneous heat generation of bearing caused by
C
a
6626)
2) Partial impact of hammer or other tool used when bearing
(A-
is mounting or dismounting.
6655)
(A-
6658)
(A-
1
0
■
Cracks
a)Investigation followed by countermeasures for excessively
heavy load.
b)Removal of thermal impact.
c)Improvement of interference(decrease of interference.)
●
Chips
a)Improvement of mounting and dismounting procedures.
b)Improvement of handling method.
c)Investigation followed by countermeasures for excessively
heavy load. ●
Chip in outer ring rib of Cylindrical Roller Bearing
Countermeasures
●
Chip in outer ring rib of Cylindrical Roller Bearing
1
1
3. Failures, Causes and Countermeasures
●
Nicks are a flaw caused by the direct impact received when
a
6474)
bearings are hit by a hammer or other solid tool.
(A-
■
Brinelling on inner ring raceway
surface of Tapered Roller Bearing
■
Brinelling
C
a
6617)
to bearing.
(A-
2) Solid foreign matter caught in bearing parts.
●
Nicks
1)Faulty bearing mounting or dismounting.
2)Mis-handling of bearings.
1
2
■
Brinelling
a)Investigation followed by countermeasures for excessively
heavy load or impact.
b)Enhancement of sealing capability.
c)Careful washing of shaft and housing to remove foreign
matter.
d) Filtering of oil.
e) Investigation of flaking in target bearing together with
other bearings.
●
Nicks
a)Improvement of bearing mounting and dismounting.
b)Improvement of bearing handling.
Countermeasures
1
3
5 Scratches and Scuffing
(A-6451,
6453)
rings are separable, a flaw in the axial direction is
a
6452)
(1) Flaw generated during mounting.
(A-
1)Careless handling in mounting or dismounting.
(2) Scuffing on roller end face and rib face.
1 ) Improper lubrication at contact face.
2)Excessive preload.
Scratch on outer ring raceway surface of Double-Row
C
a
6470)
(A-
6736)
(A-
6669)
(A-
9
(1) Flaw generated during mounting.
a)Improvement in operations involved in mounting and
dismounting.
(Implementation of accurate center adjustment.)
(2) Scuffing on roller end face and rib face.
a)Review and improvement of lubricant and lubrication
method.
b)Inspection and countermeasures for abnormal load.
c)Enhancement of sealing capability.
●
Scuffing on inner ring bore surface of Tapered Roller
(3) Scratches and scuffing on raceway surface and rolling Bearing
surface.
a)Review and improvement of lubricant and lubrication
method.
b)Enhancement of sealing capability.
c)Sufficient cleaning of shaft and housing.
Countermeasures
●
Scuffing on inner ring rib face and roller
and face of Cylindrical Roller Bearing with
rib
9
3. Failures, Causes and Countermeasures
●
Corrosion is the phenomena of oxidation or dissolution
occurring on the surface and is produced by chemical action
Phenomen
6494)
(A-
■
Rust on outer ring raceway surface
of Double-Row Cylindrical Roller Bearing Rust on roller pitch.
■
Rust
6472)
1) When equipment is stopped and its temperature
(A-
decreases to the dew point, humidity in the housing
turns
into drops of water. The water drops often contaminate ■
Rust on roller rolling surface of Cylindrical Roller Bearing
the lubricant. As a result, rust is generated on the bearing Rust at one position the rollers.
surface.
Cau
ses
6479)
(A-
temperature.
2) Corrosion occurs when water gets inside bearings.
7130)
(A-
7051)
(A-
10
■
Rust ● Corrosion
a)Enhancement of sealing capability.
b)Periodic inspection of lubricant.
c)Provision for adequate rust prevention during storage of
bearings.
■
Rust on inner and outer rings and on roller
of Tapered Roller Bearing Rust on roller pitch of one row.
Countermeasures
■
Rust on outer ring raceway surface of Tapered Roller
Bearing
11
7 Pear skin, Discoloration
by heat.
a
6556)
Discoloration is a phenomena in which the bearing surface is
(A-
●
■
Pear skin
6960)
Since pear skin is mainly caused by contamination by foreign
(A-
matter or lack of lubricant, these two points should be
inspected most carefully.
●
Discoloration on ball surface of Deep Groove Ball Bearing
Causes
●
Discoloration
1)Discoloration(staining)is caused by deterioration of the
lubricant or adhesion of colored substances to the bearing
surface.
Some of these substances can be removed by scrubbing or
wiping with a solvent.
6639)
(A-
2)A brown discoloration of the rolling or sliding surface is
caused by adhesion of acidic powders generated by
abrasion during operation.
In general, these powders adhere uniformly to the bearing ●
Discoloration on raceway surface, roller rolling
circumference.
6725)
(A-
5982)
(A-
12
surface of Cylindrical Roller Bearing
■
Pear skin
a)Careful washing of shaft and housing.
b)Enhancement of sealing capability.
c)Filtering of oil.
d)Review of lubricant and lubrication method.
●
Discoloration
Discoloration can be classified as follows: staining, electric
pitting, rust, corrosion, and temper color. Stains can be
removed
by wiping with an organic solvent(aceton). When observed by
microscope, electric pitting is small depressions caused by
Countermeasures
13
3. Failures, Causes and Countermeasures
8 Smearing
6640)
(A-
■
Smearing on ball surface
6641)
rolling elements stop rotating due to inappropriate
(A-
use or
improper lubrication, and then start to slide on the
raceway surface.
2) In ball bearings, smearing is caused by sliding or
■
Smearing on inner ring raceway surface of Angular Ball
spinning of balls; and, in roller bearings, smearing tends Bearing
to occur
when the roller enters into on from the load zone.
6642)
(A-
7435)
(A-
6480)
(A-
14
a)Review followed by countermeasures to improve the
formation of oil film.
b)Provision for extreme-pressure lubricant. c)Adoption
of countermeasures to prevent sliding.
(by diminishing mounting clearance.)
■
Smearing on outer ring raceway
surface of Cylindrical Roller
Bearing
Countermeasures
■
Smearing on roller rolling surface of Cylindrical Roller
Bearing
15
9 Creep
6726)
a
(A-
■
Creep of Deep Groove Ball Bearing outer ring
6957)
Creep occurs when interference is too small in relation to the
(A-
heat or load generated during operation.
■
Creep of Double-Row Cylindrical Roller Bearing inner ring
Causes
6647)
(A-
■
Creep of Tapered Roller Bearing inner ring
(A-
16
3. Failures, Causes and Countermeasures
10 Electric pitting
6652)
(A-
・Significant electric pitting causes flaking.
In addition, since the hardness of the rolling contact surface ■
Electric pitting on Cylindrical Roller Bearing
deteriorates, the surface tends to be easily worn.
・If a fluting surface is found by manual inspection, or pitting is
observed by normal visual inspection, the bearing cannot be re-
used.
6653)
through the bearing.
(A-
■
Electric pitting on Cylindrical Roller Bearing inner ring
Causes
5180)
(A-
■
Fluting on Cylindrical Roller Bearing inner ring
6651)
(A-
■
Fluting on Spherical Roller Rolling surface
(A-6409,
6650)
17
11 Seizure
6457)
a
(A-
impossible on the rough surface.
■
Seizure of Cylindrical Roller Bearing with rib
6464)
lubrication, excessive preload, or improper contact of rolling
(A-
elements with the raceway surface, which cannot be
compensated for by the cooling method or lubrication ■
Seizure of Tapered Roller Bearing
employed in the bearings. Heat is generated on roller end face and inner ring rib face.
Causes
6679)
(A-
18
3. Failures, Causes and Countermeasures
12 Failure of Cage
6455)
(A-
affected; therefore, especially the size and location of
the flaw should be checked with care.
●
Crack of Tapered Roller Bearing cage
3) Rust and Corrosion
If rust or corrosion is found on cages, it can be assumed
that it is also occurring on the bearing ring and rolling
Phenomen
element.
4) Wear
a
6670)
(A-
elements; cages which cannot maintain the rolling
elements, and cages whose guide surface for the bearing
ring has been eccentrically or severely worn. ●
Distortion of Cylindrical Roller Bearing cage
7026)
(A-
●
Looseness of Cylindrical Roller Bearing cage rivet
1) Cracks and Chips
a)Careless handling.
b)Abnormal load, Vibration impact.
2) Flaw, Distortion
Causes and countermeasures
a)Careless handling.
3) Rust, Corrosion
a)Improvement of sealing capability.
Periodic inspection of lubricant.
b)Provision of adequate rust prevention during storage of
bearings
4) Wear
6481)
1
6