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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.

Lubricant formulations and lubricant additives have been slanted heavily toward protecting gear concentrated contacts from galling and wear. Much of the performance differentiation of these lubricants has been dependent on highly accelerated standardized laboratory testing. The area of contact fatigue has played a less important role in shaping lubricant formulations, but new test results for several commercially available gear lubricants suggest this area warrants a closer examintion. The implications of these findings for equipment applications are discussed, and suggestions are made for ways to minimize or avoid potential detrimental performance effects.

A debris-contaminated lubrication environment is inherent in many equipment applications and requires mechanical components that, as much as possible, are resistant to the potential detrimental effects of debris particles. In addition, lubricants are formulated with chemistry targeted to prevent wear in mechanical systems, and standard tests are used to evaluate the lubricant's ability to impact this failure mechanism. However, many researchers and lubricant specialists often overlook potential relationships between the various failure modes and the engineering solutions that are created to overcome them. The role played by lubricant additives and debris-contaminated lubricants in the failure mechanisms of bearings is just one example requiring closer consideration. Performance evaluation results of tapered roller bearings in the areas of material fatigue and wear in connection with lubricant contamination and lubricant chemistry will be discussed.

The additive chemistry of some gear lubricants can have a major impact on the surface durability of rolling element bearings (1). Lubricant formulation has been slanted heavily toward protecting gear concentrated contacts from galling and wear. As such, much of the performance differentiation of lubricants has been dependent on highly accelerated, standardized laboratory tests related to gears. Methods have been proposed to evaluate and quantify a lubricant's performance characteristics as they relate to rolling element bearings (2). Results from several lubricant performance evaluations are presented. The implications of these findings suggest that the detrimental performance effects on rolling element bearings need further fundamental study by the lubricant industry.

Lubricant formulations and lubricant additives have been demonstrated to have a major impact on the surface durability of rolling element bearings. However, there are very few standard tests used to assess the performance aspects of lubricants as they relate to bearing surface performance. Lubricant formulations have been slanted heavily toward protecting gear concentrated contacts from galling and wear. In addition, much of the performance differentiation of lubricants has been dependent on highly accelerated, standardized laboratory tests related to gears. Methods have been developed for properly evaluating a lubricant's performance characteristics as they relate to bearings. These methods are explained and the corresponding test results are reviewed, to show their effectiveness as lubricant performance evaluation tools.

Many lubrication environments in various equipment applications are inherently contaminated with debris and require mechanical components that are, as much as possible, resistant to the potential detrimental effects of debris particles. Many design engineers and lubricant specialists often overlook potential relationships between the various component failure modes, lubricant debris contamination level and the engineering solutions that are created to overcome them. Various methods for evaluating the effectiveness of debris resistant bearings have been proposed for development. Some of these methods have become standard methods within each bearing manufacturer's organization. Using an experimental method, performance evaluation results of tapered roller bearings in the areas of material fatigue will be discussed. The potential performance advantages will be placed in context of understanding the performance needs in the application.

Many lubrication environments in various equipment applications are inherently contaminated with debris and require mechanical components that are, as much as possible, resistant to the potential detrimental effects of debris particles. Many design engineers and lubricant specialists often overlook potential relationships between the various component failure modes, lubricant debris contamination levels, and engineering solutions that are created to overcome them. In addition, design engineers are in need of an analysis tool that can combine the various amounts of cumulative bearing damage occurring over time. As an example, bearing functional surfaces in many cases are progressively damaged over the life of the equipment. A new surface analysis tool is available which allows surface damage analysis to be completed at various stages of equipment life. This new surface analysis tool is appropriately called Debris Signature Analysis(sm).

Various methods for evaluating the effectiveness of debris resistant bearings have been proposed for development. Once evaluation methods are well established to select bearings, the user is faced with assessing severity and detrimental effects of a specific application's lubricant contamination on bearing performance. Many analysis tools have been suggested for determining this impact, including particle analysis for size distribution, type of material and contamination level. A novel approach for determining severity of damage has been investigated which attempts to integrate these typical tools with actual damage to functional surfaces. It seeks to provide a practical approach and is appropriately labeled Debris Signature Analysis. Results of actual assessments will be discussed and the assessment method described.