Dynamic performance analysis of ball bearings with multi-factor coupling excitation

Skidding behavior and unstable cage whirling of bearings are key factors limiting the service performance of a spindle-bearing system. This study proposes an improved dynamic model of ball bearings focusing on structure deformations and poor lubrication conditions. The ring deformations induced by the radial preload for the spindle-bearing-pedestal mechanical system are first discussed, and the asperity contact and starved lubrication conditions on the traction effect are further considered. Then, the cage flexibility induced by the centrifugal effect is determined by the lumped mass method, and cage clearance deformations are analyzed. On this basis, the dynamic equations are derived by investigating the motions and stress states among the bearing components, and the calculations are compared with experimental data to verify their accuracy and reliability. Finally, the regulatory mechanism of bearing skidding and cage motion stability from the perspective of bearing preload and structural parameters is revealed. The results show that although surface roughness and starved lubrication weaken the lubrication conditions of the ball-race, the traction effect is enhanced to reduce bearing skidding. Compared with the curvature radius of inner race, the groove diameter decreases the cage guiding effect, and ensures cage motion stability by suppressing the collision behavior of the ball-pocket. The system preload is more effective for improving the bearing service performance, which can optimize the collision force of the ball-pocket and increase the cage guiding effect.