A mechanical part, which supports the moving part, is termed a mechanical bearing and can be classified into rolling (ball or roller) bearings and sliding bearings. This article discusses the failures of sliding bearings. It first describes the geometry of sliding bearings, next provides an overview of bearing materials, and then presents the various lubrication mechanisms: hydrostatic, hydrodynamic, boundary lubrication, elastohydrodynamic, and squeeze-film lubrication. The article describes the effect of debris and contaminant particles in bearings. The steps involved in failure analysis of sliding bearings are also covered. Finally, the article discusses wear-damage mechanisms from the standpoint of bearing design.

A tri-lobe cylindrical roller bearing was submitted for investigation to determine the cause of uniformly spaced axial fluting damages on its rollers and outer raceway surfaces. The rollers and raceways were made from premium-melted M50 and M50NiL, aircraft quality steels often used in bearings to minimize the effects of orbital slippage and rolling-contact fatigue. The damaged areas were examined under a scanning electron microscope, which revealed a high density of microcraters, characteristic of local melting and material removal associated with bearing currents. Investigators also examined the effect of electrical discharge on crater dimensions and density and the role that thermoelectric voltage potentials may have played.

An air blower in an electric power plant failed unexpectedly when a roller bearing in the drive motor fractured along its outer ring. Both rings, as well as the 18 rolling elements, were made from GCr15 bearing steel. The bearing also included a machined brass (MA/C3) cage and was packed with molybdenum disulfide (MoS 2 ) lithium grease. Metallurgical structures and chemical compositions of the bearing’s matrix materials were inspected using a microscope and photoelectric direct reading spectrometer. SEM/EDS was used to examine the local morphology and composition of fracture and contact surfaces. Chemical and thermal properties of the bearing grease were also examined. The investigation revealed that the failure was caused by wear due to dry friction and impact, both of which worsened as a result of high-temperature degradation of the bearing grease. Fatigue cracks initiated in the corners of the outer ring and grew large enough for a fracture to occur.

Inner rings of spherical roller bearings out of full hardening ball bearing steel 100 CrMn 6 (Fe-1C-1.5Cr-1.1Mn, Material No. 1.3520) failed in service. Due to the cracks, parts from the middle flange broke or the rings failed in radial direction completely. All the cracks and fracture originated from the middle flange. In all of the three rings one flank showed heavy wearing and scouring. The cracks started from the edge of this flank with the cylindrical mantle surface of the middle flange. The cracking resembled fatigue cracking. However, in a fine-grained hardened steel such as this, fracture faces due to stress-cracking and overload fracture look the same. Metallographic examination showed the failure of the rings was a result of repeated heating and rapid cooling of the surface due to the grinding of the bearings on one flank of the middle flange. The stress-cracks (grindcracks) spread in steps which finally led to the breaking off of parts from the middle flange and complete failure of the rings.

Rough operation of the roller bearing mounted in an electric motor/gearbox assembly was observed. The bearing components made of low-alloy steel (4620 or 8620) and the cup, cone and rollers were carburized, hardened and tempered. The contact surfaces of these components (cup, cone and roller) were revealed to be uniformly electrolytically etched by visual examination. The action similar to anodic etching was believed to have occurred as a result of stray currents in the electric motor (not properly grounded) and the presence of an electrolyte (moisture) between the cup and roller surfaces of the bearing. As a remedial action, the bearing was insulated for protection from stray currents by grounding of the motor and the moisture was kept out by sealing both bearings in the assembly.

Factors which may lead to premature roller bearing failure in service include incorrect fitting, excessive pre-load during installation, insufficient or unsuitable lubrication, over-load, impact load vibration, excessive temperature, contamination by abrasive matter, ingress of harmful liquids, and stray electric currents. Most common modes of failure include flaking or pitting (fatigue), cracks or fractures, creep, smearing, wear, softening, indentation, fluting, and corrosion. The modes of failure are illustrated with examples from practice.

A broken aircraft crankshaft and a severely damaged main brass bearing were examined to determine whether engine failure was initiated in the bearing or in the crankshaft. The steel crankshaft failure was a classical fatigue fracture. The bearing had been subjected to extremely high temperatures, as indicated by melting in the brass components and the extreme distortion in the rollers. Microscopic examination on the crankshaft material showed it to be a good quality steel. On the other hand, the chromium plate was thick, porous, and cracked in many places, including the point of the main fatigue crack. It was concluded that the over-all failure was initiated in the crankshaft, and the failure of the bearing resulted from that failure.

Two blade-detachment failures in large (600 kW) wind turbine generators were investigated. In the first case, bolt failures were established as the initial failure event. A fatigue crack reached a critical length, fast fracture developed and was then arrested as the bolt unloaded. Crack growth resumed when loading increased with cracking or fracture of adjacent bolts. The problem was identified as one of insufficient preload on the bolts. In the second failure on a different unit, a retaining nut on a blade assembly split, allowing a roller bearing to slide off a shaft and a blade to separate at its attachment hub. The failure was observed to be by fatigue. It was determined that pieces of the outer retaining rib (or flange) on the bearing inner cage had fractured by fatigue and were trapped between the nut and the bearing, producing excessive cyclic loading on the nut by a wedging action as the blade pitch adjusted during a revolution. Fatigue of the rim occurred as a result of inadequate lubrication in the bearing, which led to load transfer across the rollers, onto the rim.

While in the stationary mode, capillary action at the contact line between roller and race in a steel rolling mill taper bearing caused a concentration of lubricant and moisture to occur. This lead to lines of corrosion pits at roller intervals. During subsequent operation, the individual corrosion pits acted as stress raisers and initiated coarse grain spalling. Due to a bending moment on the rotating element, this in turn initiated bending fatigue normal to the longitudinal axis, which propagated through to the bore of the inner ring. Stain marks were visible in the bore at a spacing corresponding to roller intervals where lubricant had flowed through the cracks from the race.

When a roller-bearing assembly was removed from an aircraft for inspection after a short time in service, several areas of apparent galling were noticed around the inside surface of the inner cone of the bearing. These areas were roughly circular spots of built-up metal. The bearing had not seized, and there was no evidence of heat discoloration in the galled areas. The inner cone, made of modified 4720 steel and carburized for wear resistance, rode on an AISI type 630 (17-4 PH) stainless steel spacer. Consequently, it was desirable to determine whether the galled spots contained any stainless steel from the spacer. Other items for investigation were the nature of the bond between the galled spot and the inner cone and any evidence of overtempering or rehardening resulting from localized overheating. Analysis (visual inspection, electron probe x-ray microanalysis, microscopic examination, and hardness testing) supported the conclusions that galling had been caused by a combination of local overload and abnormal vibration of mating parts of the roller-bearing assembly. No recommendations were made.

The contamination of lubrication with powdered stone resulted in progressive wear of the internal surfaces of a bearing. Because of the motion of rollers, the inner race exhibited an unusual cyclic washboard wear pattern. Because of a lack of bearing conformity, wear progressed into severe coarse-grain spalling.

Butterfly-shaped microstructural features in tempered martensite in an otherwise clean steel suggested that overloading led to premature spalling of a coal-crushing plant taper bearing. Extensive rolling contact fatigue occurred because of the overload condition. The crusher was designed to handle soft lignite coals but had been used to crush hard deep-mined anthracite coals.