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This paper describes method which experimentally reproduces the most prevalent bearing fatigue failure modes experienced in ball and roller bearing applications. Generally, bearing fatigue life is divided into two groups. One is a surface-originating type of fatigue. The other is a subsurface-originating type of fatigue. The mechanism of each type of fatigue has been studied. Bearing materials were developed for long-life based on the study of the mechanism of fatigue. However, the condition of the evaluation method, or life test, may be different from the actual application conditions. For instance, the subsurface-originating type of fatigue is tested under extremely heavy loads. The surface-originating type of fatigue is tested with severely contaminated lubrication. There is the possibility that the evaluation methods do not simulate the failure modes that are actually present in the field.

This paper investigates and describes the fatigue mechanism in bearings for automotive alternators. We have analyzed the peculiar microstructure change found in these bearings. We have also investigated the effects of grease properties, vibration, and elastic deformation of the outer ring. By analyzing the bearings used in actual engine tests and grease tests for fundamental characteristics, we were able to conclude that the fatigue causes were two-fold: load amplification caused by resonance and high bending stresses caused by elastic deformation of the outer ring. As a practical result, we were able to adopt a newly formulated grease which decreased the vibration level and the peak rolling element load. This led to the development of longer life bearings for automotive alternators.

The conventional rolling bearing life equation (1), which is based on the theory of Lundberg and Palmgren, has a problem in that it does not match the actual bearing life in all operating conditions. For instance, while the actual life of a bearing under clean lubrication is 20 times longer than the calculated life, actual life under contaminated lubrication is as low as one-tenth of the calculated life. To solve this problem, the following life equation (Eq. 1: Advanced Bearing Life Equation) was developed with the aNSK life modification factor: The new aNSK factor is based on data from bearing life aNSK tests involving over 450 roller bearings and over 550 ball bearings under a variety of operating conditions. The new life equation with the aNSK factor showed a satisfactory fit between calculated life and actual life.

Lubricant contamination is a frequent hazard to bearing life in automotive transmissions. The “Sealed Clean” bearing concept uses dynamic, rubber seals to exclude significant contamination from transmission bearings. However there is often insufficient space in a roller bearing application to accommodate seals. HTF steel specifications and processing were developed for such applications. Debris within a rotating bearing will create indentations in the raceway. Contact stress is concentrated at the indentation edges and fatigue damage is accelerated. A indentation's diameter and edge radius determine the stress concentration between the ball and raceway. The HTF steel specification and tightly controlled heat treatment processing have been developed to provide long life despite the contamination hazard. Testing confirms the effectiveness of the new material.