Dynamic modeling and force-vibration mapping mechanism construction of rolling bearings considering cage flexibility and local faults

Abstract Rolling bearings are one of important components of rotating machinery transmissions and thus its health condition is important for the safety of machinery. Thus, rolling bearing vibration analysis is critical for bearing health condition monitoring. Current bearing vibration analysis ignores multiple compound influencing factors for dynamic modeling. Hence, a more accurate bearing dynamic model, considering multiple factors including cage flexibility, time-varying displacement excitations caused by local defects and elastohydrodynamic (EHD) lubrication, is proposed to accurately reflect force states among bearing elements and vibration responses of bearings. Furthermore, the force states and vibration responses of bearings with localized defects in the proposed model are analyzed in details: (1) the main excitation source of the dynamic model under faulty conditions is identified as the contact force between the rolling element and the raceway by analyzing the vibration signals and main physical variables (the contact forces and the friction forces) in numerical values and change trends; (2) the mapping mechanism between the main excitation source and the vibration response is constructed. The force states among bearing elements are detailedly analyzed in the proposed model and the relationship between the forces and bearing vibration responses is revealed, facilitating the bearing health condition monitoring and vibration control of machinery.