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This paper describes how one American steel producer has been able to provide value which has benefitted the automotive industry in the past and how it is striving to provide value now and intends to do so for many decades into the future. As an alloy steel bar and tube manufacturer serving the automotive industry since its infancy, the Company has had to conquer many serious problems and challenges over the years. The current challenge is doing business as an American company in today's growing global society. In addition to overcoming the obstacles created by today's business environment, it will take continued innovativeness to provide value to the customer. THE THOUGHT OF MAKING STEEL probably never entered the mind of Henry Timken, the Company's founder, who spent most of his career producing carriages, buggies, and wagons. He was more concerned with friction in the axle bearings and what he could do to reduce it.

Engineering thermoplastics have greatly improved over the last decade. As a result of these improved performance characteristics and their becoming more cost competitive with traditional cage materials, their use in tapered roller bearing cages has become a reality. Design flexibility, lighter weight, resistance to handling damage, etc. make them attractive. This paper does point out certain characteristics of thermoplastics which must be taken into consideration thus influencing the choice of material and what environments they can endure. Compatibility with lubricants at elevated temperatures, growth from moisture and thermal expansion, solvent resistance, impact resistance, strength and dimensional stability are the major considerations. Thermoplastics have found a place in the tapered roller bearing family.

Environmental effects on fatigue and non-fatigue modes of tapered roller bearing damage are discussed. Primary emphasis is placed on the influence of load, speed, lubricant and temperature on the fatigue modes of damage. Effects of dissolved water in oil, traction fluids and fire resistant hydraulic fluids are included.

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 tapered roller bearings employed in axle centers for the pinion support are critical components in determining the noise, fuel economy and reliability characteristics of the vehicle. They represent a relatively complex mechanical and tribological system, with special requirements from the stiffness, lubrication and heat transfer points of view. This paper brings a contribution to the investigation of the intricate dependency between design parameters, environmental factors and the resultant performance of a package bearing in an integral double cup configuration. Axial compactness, reduced weight, and superior rigidity are only few of the multiple advantages recommending this type of double row bearings for automotive driveline applications. Different aspects related to the tapered roller bearing setting are analyzed in a theoretical and experimental manner, also under the consideration of the manufacturing and assembly processes.

Contaminants that find their way into the lubrication system of a mechanism can have significant adverse effects on the useful life of the antifriction bearings in the application. This paper provides a discussion of the more common types of solid and liquid lubricant contaminants and the possible sources from which they originate, plus the different modes of premature bearing damage that can result. Some case histories of applications plagued with contaminated lubrication problems and the resulting difficulties encountered with bearing performance are also reviewed. These views are primarily limited to past experience with tapered roller bearings manufactured from case hardened materials.

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.

An experimental study of two warm and hot forged 0.30% carbon ferrite/pearlite microalloyed steels demonstrates that the optimal combination of strength and toughness is achieved in a warm forged, fan cooled condition. The properties of the warm forged microalloyed steel approached the combination of strength and toughness achieved in a heat treated 1037 steel, tested at an equivalent hardness level of 20 to 28 HRC. These warm forged microalloyed steels were successfully substituted for heat treated 1037/1040 steels in two automotive transmission hub applications. The benefits of implementing the warm forged microalloyed steel hubs include the elimination of the heat treatment, and the associated costs and problems.

Fatigue life testing was performed on tapered roller bearings using several fire resistant hydraulic fluids. The test fluids included an ester-oil blend, synthetic esters, invert emulsions and water glycols. For comparison, tests were also run in a reference petroleum oil and a petroleum type antiwear hydraulic oil of similar viscosities. Test results show that the relative bearing fatigue life compared to the reference oil ranged from 100+ percent for the ester oil blend to 14 to 24 percent for the water glycol.

Over the last ten years fatigue tests or wear tests, with and without debris present, have been performed on at least 11 different bearings including five sizes of ball bearings, five sizes of tapered roller bearings and one cylindrical bearing. After evaluating these tests, which include two series that were conducted in the author's laboratory, six factors have been identified that influence bearing performance when debris is present. These factors are debris (size and distribution), lubricant system, lubricant film thickness, levels of filtering, bearing materials and contact size. The results are summarized in table form.

Gas carburized and quenched low alloy steels typically produce surface microstructures which contain martensite, retained austenite and often NMTP's (non-martensitic transformation products). The NMTP's are caused by a reduction of surface hardenability in the carburizing process from loss of alloying elements to oxidation. Gas carburized low alloy steels such as SAE 8620 with NMTP's on the surface have been shown to have inferior bending fatigue properties when compared to more highly alloyed steels which do not form NMTP's, such as SAE 4615M. One method of minimizing the formation of oxides and eliminating NMTP formation during carburizing and quenching is to use plasma carburizing instead of conventional gas carburizing. In this study the microstructures and bending fatigue performance of plasma carburized SAE 8620 and SAE 4615M is compared to the same alloys conventionally gas carburized and quenched.

Advances in computer technology and the published results of extensive bearing research and empirical testing, have allowed designers to expand the traditional catalog approach and optimize the selection process for tapered roller bearings. This paper explores many of the factors influencing bearing selection where fatigue life is the primary concern, and describes how the Bearing Systems Analysis (BSA) approach, as used by The Timken Company, incorporates the effect of many of these environmental variables. Particular attention is paid to the formation and analysis of the load-speed spectrum, or histogram, and to the vital part it plays in the bearing selection process.