An Extensive Review of Tribo-Dynamic Modelling for Rolling Element Bearing Condition Monitoring

Zewen Zhou; Bingyan Chen; Xue Gong; Xiuquan Sun; Zhifeng Hu; Khalid Rabeyee; Fengshou Gu; Andrew D. Ball; Yousif Muhamedsalih

doi:10.1007/978-3-031-49413-0_76

An Extensive Review of Tribo-Dynamic Modelling for Rolling Element Bearing Condition Monitoring

Zewen Zhou, Bingyan Chen, Xue Gong, Xiuquan Sun, Zhifeng Hu, Khalid Rabeyee, Fengshou Gu, Andrew D. Ball, Yousif Muhamedsalih

Research output: Chapter in Book/Report/Conference proceeding › Conference contribution › peer-review

Abstract

Dynamic modelling is widely used to study the vibration characteristics and failure mechanisms of rolling element bearings, which is the primarily important for accurate condition monitoring. The dynamic coupling between tribology and dynamics is deemed as the most important phenomena yet is also a complex and challenging task that has received substantial attention in recent years in order to leverage bearing service performance. This paper comprehensively reviews the tribological and dynamic simulation studies of rolling bearings, which includes elastohydrodynamic lubrication, rough surfaces and interfacial clearances. The state-of-the-art works on tribo-dynamic modelling of rolling bearings are summarised and overviewed. The current challenges in dynamic tribology of rolling bearings are elaborated and future research directions are suggested.

Original language	English
Title of host publication	Proceedings of the UNIfied Conference of DAMAS, IncoME and TEPEN Conferences (UNIfied 2023)
Subtitle of host publication	Volume 1
Editors	Andrew D. Ball, Huajiang Ouyang, Jyoti K. Sinha, Zuolu Wang
Publisher	Springer, Cham
Pages	985-999
Number of pages	15
Volume	151
Edition	1st
ISBN (Electronic)	9783031494130
ISBN (Print)	9783031494123, 9783031494154
DOIs	https://doi.org/10.1007/978-3-031-49413-0_76
Publication status	Published - 30 May 2024
Event	UNIfied Conference of DAMAS, InCoME and TEPEN Conferences - Huddersfield, United Kingdom, Huddersfield, United Kingdom Duration: 29 Aug 2023 → 1 Sept 2023 https://unified2023.org/

Publication series

Name	Mechanisms and Machine Science
Publisher	Springer
Volume	151 MMS
ISSN (Print)	2211-0984
ISSN (Electronic)	2211-0992

Conference

Conference	UNIfied Conference of DAMAS, InCoME and TEPEN Conferences
Abbreviated title	UNIfied 2023
Country/Territory	United Kingdom
City	Huddersfield
Period	29/08/23 → 1/09/23
Internet address	https://unified2023.org/

UN SDGs

This output contributes to the following UN Sustainable Development Goals (SDGs)

SDG 9 Industry, Innovation, and Infrastructure

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10.1007/978-3-031-49413-0_76Licence: Unspecified

Cite this

Zhou, Z., Chen, B., Gong, X., Sun, X., Hu, Z., Rabeyee, K., Gu, F., Ball, A. D., & Muhamedsalih, Y. (2024). An Extensive Review of Tribo-Dynamic Modelling for Rolling Element Bearing Condition Monitoring. In A. D. Ball, H. Ouyang, J. K. Sinha, & Z. Wang (Eds.), Proceedings of the UNIfied Conference of DAMAS, IncoME and TEPEN Conferences (UNIfied 2023) : Volume 1 (1st ed., Vol. 151, pp. 985-999). (Mechanisms and Machine Science; Vol. 151 MMS). Springer, Cham. https://doi.org/10.1007/978-3-031-49413-0_76

Zhou, Zewen ; Chen, Bingyan ; Gong, Xue et al. / An Extensive Review of Tribo-Dynamic Modelling for Rolling Element Bearing Condition Monitoring. Proceedings of the UNIfied Conference of DAMAS, IncoME and TEPEN Conferences (UNIfied 2023) : Volume 1. editor / Andrew D. Ball ; Huajiang Ouyang ; Jyoti K. Sinha ; Zuolu Wang. Vol. 151 1st. ed. Springer, Cham, 2024. pp. 985-999 (Mechanisms and Machine Science).

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title = "An Extensive Review of Tribo-Dynamic Modelling for Rolling Element Bearing Condition Monitoring",

abstract = "Dynamic modelling is widely used to study the vibration characteristics and failure mechanisms of rolling element bearings, which is the primarily important for accurate condition monitoring. The dynamic coupling between tribology and dynamics is deemed as the most important phenomena yet is also a complex and challenging task that has received substantial attention in recent years in order to leverage bearing service performance. This paper comprehensively reviews the tribological and dynamic simulation studies of rolling bearings, which includes elastohydrodynamic lubrication, rough surfaces and interfacial clearances. The state-of-the-art works on tribo-dynamic modelling of rolling bearings are summarised and overviewed. The current challenges in dynamic tribology of rolling bearings are elaborated and future research directions are suggested.",

keywords = "Dynamic modelling, Elastohydrodynamic lubrication, Internal clearance, Rolling element bearing, Tribo-dynamic modelling",

author = "Zewen Zhou and Bingyan Chen and Xue Gong and Xiuquan Sun and Zhifeng Hu and Khalid Rabeyee and Fengshou Gu and Ball, \{Andrew D.\} and Yousif Muhamedsalih",

note = "Funding Information: This work was supported by the National Natural Science Foundation of China (Grant No. 52275133), the open project of State Key Laboratory of Traction Power, Southwest Jiaotong University, China (Grant No. TPL2210) and the China Scholarship Council (Grant No. 202108360086). Publisher Copyright: {\textcopyright} The Author(s), under exclusive license to Springer Nature Switzerland AG 2024.; UNIfied Conference of DAMAS, InCoME and TEPEN Conferences, UNIfied 2023 ; Conference date: 29-08-2023 Through 01-09-2023",

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Zhou, Z, Chen, B, Gong, X, Sun, X, Hu, Z, Rabeyee, K, Gu, F , Ball, AD & Muhamedsalih, Y 2024, An Extensive Review of Tribo-Dynamic Modelling for Rolling Element Bearing Condition Monitoring. in AD Ball, H Ouyang, JK Sinha & Z Wang (eds), Proceedings of the UNIfied Conference of DAMAS, IncoME and TEPEN Conferences (UNIfied 2023) : Volume 1. 1st edn, vol. 151, Mechanisms and Machine Science, vol. 151 MMS, Springer, Cham, pp. 985-999, UNIfied Conference of DAMAS, InCoME and TEPEN Conferences, Huddersfield, United Kingdom, 29/08/23. https://doi.org/10.1007/978-3-031-49413-0_76

An Extensive Review of Tribo-Dynamic Modelling for Rolling Element Bearing Condition Monitoring. / Zhou, Zewen; Chen, Bingyan; Gong, Xue et al.
Proceedings of the UNIfied Conference of DAMAS, IncoME and TEPEN Conferences (UNIfied 2023) : Volume 1. ed. / Andrew D. Ball; Huajiang Ouyang; Jyoti K. Sinha; Zuolu Wang. Vol. 151 1st. ed. Springer, Cham, 2024. p. 985-999 (Mechanisms and Machine Science; Vol. 151 MMS).

Research output: Chapter in Book/Report/Conference proceeding › Conference contribution › peer-review

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T1 - An Extensive Review of Tribo-Dynamic Modelling for Rolling Element Bearing Condition Monitoring

AU - Zhou, Zewen

AU - Chen, Bingyan

AU - Gong, Xue

AU - Sun, Xiuquan

AU - Hu, Zhifeng

AU - Rabeyee, Khalid

AU - Gu, Fengshou

AU - Ball, Andrew D.

AU - Muhamedsalih, Yousif

N1 - Funding Information: This work was supported by the National Natural Science Foundation of China (Grant No. 52275133), the open project of State Key Laboratory of Traction Power, Southwest Jiaotong University, China (Grant No. TPL2210) and the China Scholarship Council (Grant No. 202108360086). Publisher Copyright: © The Author(s), under exclusive license to Springer Nature Switzerland AG 2024.

PY - 2024/5/30

Y1 - 2024/5/30

N2 - Dynamic modelling is widely used to study the vibration characteristics and failure mechanisms of rolling element bearings, which is the primarily important for accurate condition monitoring. The dynamic coupling between tribology and dynamics is deemed as the most important phenomena yet is also a complex and challenging task that has received substantial attention in recent years in order to leverage bearing service performance. This paper comprehensively reviews the tribological and dynamic simulation studies of rolling bearings, which includes elastohydrodynamic lubrication, rough surfaces and interfacial clearances. The state-of-the-art works on tribo-dynamic modelling of rolling bearings are summarised and overviewed. The current challenges in dynamic tribology of rolling bearings are elaborated and future research directions are suggested.

AB - Dynamic modelling is widely used to study the vibration characteristics and failure mechanisms of rolling element bearings, which is the primarily important for accurate condition monitoring. The dynamic coupling between tribology and dynamics is deemed as the most important phenomena yet is also a complex and challenging task that has received substantial attention in recent years in order to leverage bearing service performance. This paper comprehensively reviews the tribological and dynamic simulation studies of rolling bearings, which includes elastohydrodynamic lubrication, rough surfaces and interfacial clearances. The state-of-the-art works on tribo-dynamic modelling of rolling bearings are summarised and overviewed. The current challenges in dynamic tribology of rolling bearings are elaborated and future research directions are suggested.

KW - Dynamic modelling

KW - Elastohydrodynamic lubrication

KW - Internal clearance

KW - Rolling element bearing

KW - Tribo-dynamic modelling

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UR - https://doi.org/10.1007/978-3-031-49413-0

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DO - 10.1007/978-3-031-49413-0_76

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SN - 9783031494154

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T3 - Mechanisms and Machine Science

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BT - Proceedings of the UNIfied Conference of DAMAS, IncoME and TEPEN Conferences (UNIfied 2023)

A2 - Ball, Andrew D.

A2 - Ouyang, Huajiang

A2 - Sinha, Jyoti K.

A2 - Wang, Zuolu

PB - Springer, Cham

T2 - UNIfied Conference of DAMAS, InCoME and TEPEN Conferences

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Zhou Z, Chen B, Gong X, Sun X, Hu Z, Rabeyee K et al. An Extensive Review of Tribo-Dynamic Modelling for Rolling Element Bearing Condition Monitoring. In Ball AD, Ouyang H, Sinha JK, Wang Z, editors, Proceedings of the UNIfied Conference of DAMAS, IncoME and TEPEN Conferences (UNIfied 2023) : Volume 1. 1st ed. Vol. 151. Springer, Cham. 2024. p. 985-999. (Mechanisms and Machine Science). Epub 2024 May 29. doi: 10.1007/978-3-031-49413-0_76

An Extensive Review of Tribo-Dynamic Modelling for Rolling Element Bearing Condition Monitoring

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