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Debris particle contamination in lubricants has been identified as a major cause of premature bearing and gear failure, with accompanying costs in equipment downtime, warranty, and lost productivity. Various experimental and predictive methods have been developed to assist the design engineer in analysis and development of equipment that is less sensititive to such contamination. This paper provides an overview and new data comparing bearing life test results and predictive analysis methods for various tapered roller bearings operating under debris-contaminated conditions. As a baseline, some past work in these areas is briefly summarized and referenced. Recent work has refined one analytical method (using a surface characterization technique), correlated this method with bearing test lives in debris conditions, and pointed to design and manufacturing modifications in the bearings themselves, making the bearings live longer in debris-contaminated environments.

The aspects of real engineering surfaces are discussed with regard to their three-dimensional nature. A review of potential uses of surface finish measurement methods is discussed for characterization of functional surfaces. Using an optical-based system and a set of specific measurement procedures, two functional surfaces with different roughness were analyzed to illustrate a typical surface topography evaluation. A simple sliding test was then utilized to show that a special finish produced by a proprietary finishing process can provide improved performance, as measured by wear differences, frictional properties and operating temperature of the system. A special surface treatment was then evaluated in conjunction with the special finish in order to enhance its functional load support. Simple sliding test results indicates a potential new engineered surface for improving tribological contact performance.

The aspects of real engineering surfaces are discussed with regard to their three-dimensional nature. A review of potential uses of surface finish measurement methods are discussed for characterization of functional surfaces. The use of an optical-based system and measurement procedures are discussed as a means of differentiating surface roughness and its texture of functional surfaces by surface engineering parameters. Using an optical-based system and a set of specific measurement procedures, two functional surfaces with different roughness were analyzed to illustrate a typical surface topography evaluation. A simple sliding test is then utilized to show that a special finish produced by a proprietary finishing process can provide improved performance, as measured by wear differences, frictional properties and operating temperature of the system.

Debris resistant bearings are being promoted by various bearing manufacturers as a solution for many contaminated lubrication environments. The baseline for such claims is often unclear for the bearing user and leaves questions as to how the information relates to specific field applications. In order to determine the benefits, if any, of these new product offerings and to assess their effectiveness, a standard method of evaluation is needed. An approach to satisfying this need is described and typical results are provided for several commercially available bearing products.

Predicting fatigue performance in concentrated contacts under thin film (or mixed) lubrication conditions has historically involved various empirical approaches. Typically a lubrication parameter is used in an experimentally derived equation to predict the expected rolling contact performance. However, this model doesn't explain the performance improvements. Enhanced finish bearings have exhibited longer life than standard finish bearings, especially when bearings are operated with thin EHL film. In this paper, the contact surfaces of test bearings were analyzed by using a micro-macro contact model in which the macro-contact was elastic contact, and the micro-contact was elastic-plastic contact. The interior subsurface stress maps were calculated from the real contact surfaces, which included the effects of roughnesses, waviness, and profiles.