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Technical Paper - Timken

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Preloaded Tapered Roller Bearing –<br />

Preferred Choice for the IFB<br />

The preloaded tapered roller bearing imparts supe-<br />

rior performance characteristics to an IFB design, and is<br />

commonly regarded as the preferred bearing choice. It<br />

can be shown analytically that a preloaded tapered roll-<br />

er bearing will offer advantages over other bearing types<br />

possessing larger amounts of radial clearance, especially<br />

when the IFB is required to operate with misaligned gear<br />

contacts.<br />

In performing the usual bearing calculation, a com-<br />

mon assumption is that the gear contact remains cen-<br />

tered. In fact, some percentage of units from a population<br />

of a specific epicyclical gearing design will operate with<br />

off-centered gear contacts. Off-centered gear contacts<br />

can be created by a number of variables including:<br />

(1) Inadequate lead compensation for varying amounts of<br />

torsional wind up of a 2-sided carrier<br />

(2) An improperly designed flexpin deflection character-<br />

istic<br />

(3) Misaligned carrier pin holes<br />

(4) Component wear<br />

(5) Excess bearing clearance<br />

(6) Improperly designed or machined gear profiles<br />

When gear contacts are off-center, the pressure cen-<br />

troid of the gear contact is shifted side to side, creating<br />

an uneven load distribution on the bearings. Compound-<br />

ing this is that when one or both gear contacts shift, the<br />

separating forces are no longer directly opposed, and an<br />

overturning moment is created. This new distribution of<br />

loading now affects not only the bearing life calculation<br />

but also the angle of gear misalignment.<br />

Figure 15 has been generated using proprietary soft-<br />

ware developed by the authors’ company. It illustrates,<br />

for one set of gearing, how stress along the gear face is<br />

shifted at varying degrees of misalignment. It also shows<br />

how the centroid shifts off-center as well.<br />

FIGURE 15 – REDISTRIBUTION OF STRESS AND CONTACT CEN-<br />

TROID VS. GEAR ALIGNMENT ANGLE<br />

Figures 16A and 16B show an analytical comparison<br />

of radial displacements of a planetary idler equipped with<br />

preloaded taper roller bearings and cylindrical roller bear-<br />

ings having various amounts of radial clearance. Bear-<br />

ings evaluated were approximately 150 mm bearing pitch<br />

diameter at the roller centerlines and loaded to approxi-<br />

mately 190% of the rated capacity at 90 million revolu-<br />

tions. In figure 16A, the gear contact is centered for both<br />

meshes on the planetary idler. From figure 16B, it is ap-<br />

parent that various amounts of mounted clearance in the<br />

cylindrical roller bearing, whether intended by specifica-<br />

tion or unintended by manufacturing error (as illustrated<br />

by the lower plot), add directly to the radial displacements,<br />

and are greater than those of the preloaded tapered roller<br />

bearing. It follows that variability of clearance from plan-<br />

et to planet within a carrier merely adds to the variation of<br />

load distribution among the planets.

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