Effects of the Cage Pocket Clearances on Motion Characteristics of Cylindrical Roller Bearings

ZHANG Kang; LI Chao; HUANG Yanqin; MA Yunjiao

doi:10.21656/1000-0887.460023

Volume 47 Issue 4

Apr. 2026

Turn off MathJax

Article Contents

Article Navigation > Applied Mathematics and Mechanics > 2026 > 47(4): 440-453

ZHANG Kang, LI Chao, HUANG Yanqin, MA Yunjiao. Effects of the Cage Pocket Clearances on Motion Characteristics of Cylindrical Roller Bearings[J]. Applied Mathematics and Mechanics, 2026, 47(4): 440-453. doi: 10.21656/1000-0887.460023

Citation:

PDF( 5181 KB)

Effects of the Cage Pocket Clearances on Motion Characteristics of Cylindrical Roller Bearings

doi: 10.21656/1000-0887.460023

1.
School of Energy and Power Engineering, Changsha University of Science and Technology, Changsha 410114, P.R.China
2.
R&D Department, Guizhou Aerospace Winstar Intelligent Transmission Co., Ltd., Zunyi, Guizhou 563114, P.R.China

Received Date: 2025-02-13
Rev Recd Date: 2025-04-30
Publish Date: 2026-04-01

Abstract

Abstract

The clearance in the cage pocket of cylindrical roller bearings influences the kinematic characteristics such as slip and collision between the rollers and the cage, as well as the overall vibration of the bearing. the limitation of traditional dynamic models solely considering viscous drag effects of lubricant on rollers for cylindrical roller bearings, was addressed. Instead, the lubricant was described as a time-varying friction coefficient related to the contact force between the rollers and raceways, along with flow resistances and resistance torques on the cage. Additionally, nonlinear spring and damping elements were employed to simulate the collision contacts between the rollers and the cage, highlighting the impacts of the pocket clearance. The accuracy of the proposed model was validated, and the influences of the cage pocket clearance on the kinematic characteristics of the roller-cage speed, slip, and collision, as well as the vibration characteristics of the bearing, were investigated. Simulation results indicate that, as the cage pocket clearance increases within the range of 0.1 mm to 0.7 mm, the cage slip rate rises, leading to more severe speed fluctuations and compromising cage stability. Simultaneously, the roller's spin slip rate decreases, which reduces the collision frequency between the roller and the front and rear ends of the cage pocket, while the collision force increases. Furthermore, the overall vibration of the bearing intensifies with the increasing pocket clearance. The study can provide valuable insights for the design and failure analysis of cylindrical roller bearings.
- cylindrical roller bearing,
- cage,
- pocket clearance,
- slippage,
- dynamic model

FullText(HTML)

References(25)

References

[1]	GAO S, HAN Q, ZHOU N, et al. Stability and skidding behavior of spacecraft porous oil-containing polyimide cages based on high-speed photography technology[J]. Tribology International, 2022, 165: 107294. doi: 10.1016/j.triboint.2021.107294
[2]	田亚平, 杨江辉, 王瑞邦. 直齿锥齿轮分岔脱啮特性参数解域界结构[J]. 应用数学和力学, 2023, 44(8): 965-976. doi: 10.21656/1000-0887.430330 TIAN Yaping, YANG Jianghui, WANG Ruibang. Parametric solution domain structures for bifurcation and non-meshing dynamic characteristics of straight bevel gear systems[J]. Applied Mathematics and Mechanics, 2023, 44(8): 965-976. (in Chinese) doi: 10.21656/1000-0887.430330
[3]	黎铭, 张进华, 李文超, 等. 圆柱滚子轴承的局域打滑特性及其影响因素[J]. 浙江大学学报(工学版), 2025, 59(3): 577-587. LI Ming, ZHANG Jinhua, LI Wenchao, et al. Local skidding characteristics of cylindrical roller bearing and its influencing factors[J]. Journal of Zhejiang University (Engineering Science), 2025, 59(3): 577-587. (in Chinese)
[4]	邓四二, 顾金芳, 崔永存, 等. 高速圆柱滚子轴承保持架动力学特性分析[J]. 航空动力学报, 2014, 29(1): 207-215. DENG Sier, GU Jinfang, CUI Yongcun, et al. Analysis on dynamic characteristics of cage in high-speed cylindrical roller bearing[J]. Journal of Aerospace Power, 2014, 29(1): 207-215. (in Chinese)
[5]	涂文兵, 梁杰, 杨锦雯, 等. 变工况下滚动轴承保持架碰撞接触动力学特性分析[J]. 振动与冲击, 2022, 41(4): 278-286. TU Wenbing, LIANG Jie, YANG Jinwen, et al. Dynamic analysis of impact contact characteristics of the cage of a rolling bearing under variable working conditions[J]. Journal of Vibration and Shock, 2022, 41(4): 278-286. (in Chinese)
[6]	涂文兵, 王佳明, 杨本梦, 等. 载荷波动工况下滚动轴承接触特性分析[J]. 振动与冲击, 2023, 42(12): 227-235. TU Wenbing, WANG Jiaming, YANG Benmeng, et al. Analysis of contact characteristics of rolling bearings under load fluctuation[J]. Journal of Vibration and Shock, 2023, 42(12): 227-235. (in Chinese)
[7]	LIU Y, CHEN Z, ZHAI W, et al. Investigation on skidding behavior of a lubricated rolling bearing with fluid-solid-heat coupling effect[J]. Mechanical Systems and Signal Processing, 2024, 206: 110922. doi: 10.1016/j.ymssp.2023.110922
[8]	SHI Z, LIU J. An improved planar dynamic model for vibration analysis of a cylindrical roller bearing[J]. Mechanism and Machine Theory, 2020, 153: 103994. doi: 10.1016/j.mechmachtheory.2020.103994
[9]	SHI Z, LIU J, XIAO G. Analysis of cage slip and impact force in a cylindrical roller bearing with race defects[J]. Tribology International, 2023, 180: 108208. doi: 10.1016/j.triboint.2022.108208
[10]	ATEF M M, KHAIR-ELDEEN W, YAN J, et al. A nonlinear dynamic analysis of skidding behavior in rolling bearings using lubricant traction coefficients and cage flexibility[J]. Tribology International, 2024, 197: 109756. doi: 10.1016/j.triboint.2024.109756
[11]	LIU Y, CHEN Z, LI Y, et al. Dynamic investigation and alleviative measures for the skidding phenomenon of lubricated rolling bearing under light load[J]. Mechanical Systems and Signal Processing, 2023, 184: 109685. doi: 10.1016/j.ymssp.2022.109685
[12]	王云龙, 王文中, 卿涛, 等. 角接触球轴承-转子加减速过程动力学分析[J]. 机械工程学报, 2018, 54(9): 9-16. WANG Yunlong, WANG Wenzhong, QING Tao, et al. Dynamic analysis of angular contact ball bearing-rotor system during start up and shut down[J]. Journal of Mechanical Engineering, 2018, 54(9): 9-16. (in Chinese)
[13]	曹伟, 王家序, 蒲伟, 等. 加速工况下圆柱滚子轴承运动特性[J]. 中南大学学报(自然科学版), 2018, 49(3): 583-591. CAO Wei, WANG Jiaxu, PU Wei, et al. Kinetic characteristics of cylindrical roller bearing during acceleration[J]. Journal of Central South University (Science and Technology), 2018, 49(3): 583-591. (in Chinese)
[14]	张东光, 牛蔺楷. 沟道表面波纹度对高速球轴承保持架打滑的影响[J]. 轴承, 2019(10): 32-38. ZHANG Dongguang, NIU Linkai. Effects of raceway surface waviness on cage slip of high-speed ball bearings[J]. Bearing, 2019(10): 32-38. (in Chinese)
[15]	张龙隆, 肖正明, 刘江, 等. 对转圆柱滚子轴承动态特性分析[J]. 工程设计学报, 2023, 30(1): 93-101. ZHANG Longlong, XIAO Zhengming, LIU Jiang, et al. Dynamic characteristics analysis of counter-rotating cylindrical roller bearing[J]. Chinese Journal of Engineering Design, 2023, 30(1): 93-101. (in Chinese)
[16]	XU M, WANG M, HE D, et al. Skidding behavior of lubricated rolling element bearings under the influence of oil film and radial clearances[J]. Tribology International, 2024, 194: 109500. doi: 10.1016/j.triboint.2024.109500
[17]	CHOE B, LEE J, JEON D, et al. Experimental study on dynamic behavior of ball bearing cage in cryogenic environments, part Ⅰ: effects of cage guidance and pocket clearances[J]. Mechanical Systems and Signal Processing, 2019, 115: 545-569. doi: 10.1016/j.ymssp.2018.06.018
[18]	剡昌锋, 苑浩, 王鑫, 等. 点接触弹流润滑条件下的深沟球轴承表面局部缺陷动力学建模[J]. 振动与冲击, 2016, 35(14): 61-70. YAN Changfeng, YUAN Hao, WANG Xin, et al. Dynamics modeling on local defect of deep groove ball bearing under point contact elasto-hydrodynamic lubrication condition[J]. Journal of Vibration and Shock, 2016, 35(14): 61-70. (in Chinese)
[19]	吴昊, 安琦. 弹流润滑圆柱滚子轴承径向刚度的计算[J]. 轴承, 2008(1): 1-4. WU Hao, AN Qi. Calculation on stiffness of cylindrical roller bearing with EHL[J]. Bearing, 2008(1): 1-4. (in Chinese)
[20]	陈於学, 王冠兵, 杨曙年. 圆柱滚子轴承的动态刚度分析[J]. 轴承, 2007(4): 1-5. CHEN Yuxue, WANG Guanbing, YANG Shunian. Analysis of dynamic stiffness of cylindrical roller bearings[J]. Bearing, 2007(4): 1-5. (in Chinese)
[21]	高朋, 侯磊, 陈予恕. 动载荷作用下中介轴承的非线性热行为研究[J]. 力学学报, 2021, 53(1): 248-259. GAO Peng, HOU Lei, CHEN Yushu. Nonlinear thermal analysis for the inter-shaft bearing under the dynamic load[J]. Chinese Journal of Theoretical and Applied Mechanics, 2021, 53(1): 248-259. (in Chinese)
[22]	ECHÁVARRI OTERO J, DE LA GUERRA OCHOA E, CHACÓN TANARRO E, et al. Analytical model for predicting friction in line contacts[J]. Lubrication Science, 2016, 28(4): 189-205. doi: 10.1002/ls.1325
[23]	杨咸启. 接触力学理论与滚动轴承设计分析[M]. 武汉: 华中科技大学出版社, 2018. YANG Xianqi. Contact Mechanics Theory and Rolling Bearing Design Analysis[M]. Wuhan: Huazhong University of Science and Technology Press, 2018. (in Chinese)
[24]	HAN Q, LI X, CHU F. Skidding behavior of cylindrical roller bearings under time-variable load conditions[J]. International Journal of Mechanical Sciences, 2018, 135: 203-214. doi: 10.1016/j.ijmecsci.2017.11.013
[25]	MA L, JIANG B, LU N, et al. Angular contact ball bearing skidding mechanism analysis and diagnosis considering flexible rotor characteristics[J]. Mechanical Systems and Signal Processing, 2024, 207: 110942. doi: 10.1016/j.ymssp.2023.110942