The present invention relates to a method for diagnosing a rolling device.
A rolling device such as a bearing is used in a wide variety of industrial fields such as automobiles and various industrial machines. Grasp of a lubrication state inside the rolling device is an extremely important matter from the viewpoint of securing smooth operation of the machine, life of the rolling device, and the like. By appropriately grasping the lubrication state, it is possible to perform maintenance such as supply of various lubricants (oil, grease, and the like) and replacement of the rolling device at an optimum timing without excess or deficiency. However, since it is difficult to directly perform visual observation of the lubrication state, a method of monitoring vibration, sound, and oil film state is proposed as a diagnosis method for a rolling device.
In Patent Literature 1, an AC voltage is applied to a rotating wheel of a rolling device in a non-contact state, and an oil film state of a bearing can be estimated using a measured electrostatic capacity. That is, an electrical equivalent circuit is modeled regarding the oil film as a capacitor, an AC voltage is applied to the rotating wheel of the rolling device in a non-contact state, and the electrostatic capacity of the oil film is measured. Since the electrostatic capacity and an oil film thickness (lubricating film thickness) have a correlation, the state of the oil film is estimated from this correlation.
Patent Literature 1: Japanese Patent No. 4942496
According to the technique disclosed in Patent Literature 1, it is possible to measure the oil film thickness. However, this method is capable of calculating only the oil film thickness, and is difficult to grasp other elements that affect the lubrication state.
The present invention provides a diagnosis method for a rolling device capable of grasping a lubrication state of a rolling device in consideration of not only a lubricating film thickness but also a metal contact ratio.
A method for diagnosing a rolling device including an outer member, an inner member, and a rolling element, and includes: applying an AC voltage to an electric circuit including the outer member, the rolling element, and the inner member; measuring an impedance and a phase angle of the electric circuit when the AC voltage is applied; measuring a dielectric constant of a lubricant at least one of between the outer member and the rolling element and between the inner member and the rolling element based on the measured impedance and the measured phase angle; and calculating a wear powder concentration of the lubricant from the measured dielectric constant.
According to the present invention, it is possible to grasp not only a thickness of a lubricating film but also a metal contact ratio in a rolling device, and more specifically, it is possible to diagnose a lubrication state of the rolling device more accurately. In particular, in the present invention, since a wear amount of the rolling device is also calculated, it is possible to diagnose the lubrication state of the rolling device more accurately.
Hereinafter, an embodiment of a diagnosis method for a rolling apparatus (bearing apparatus) according to the present invention will be described in detail with reference to the drawings.
As an oil film diagnosis technique in a rolling apparatus or related art, there is an inspection device disclosed in Patent Literature 1. In a configuration of the inspection apparatus, modeling is performed regarding an oil film as a capacitor, an AC voltage is applied to a rotating wheel of a rolling apparatus in a non-contact state, and an electrostatic capacity of the oil film is measured. Since there is a specific correlation between the electrostatic capacity and an oil film thickness, it is possible to estimate an oil film state of the rolling apparatus. However, in the method of Patent Literature 1, only the oil film thickness is measured, and it is difficult to grasp a metal contact ratio. In addition, since an electrostatic capacity outside a Hertzian contact area is not considered, an estimation accuracy of the value of the oil film thickness itself is not high.
The present invention establishes a method (impedance method) capable of applying an AC voltage to an elastohydrodynamic (EHD) contact area, and measuring the oil film thickness and a rupture ratio of the oil film in the EHD contact area from a measured complex impedance Z. By using this method, the oil film thickness can be measured with high accuracy. Here, a process of deriving the oil film thickness and the rupture ratio (metal contact ratio) of the oil film will be described.
[Equation 1]
f(x)=h1+√{square root over (r2−a2)}−√{square root over (r2−x2)} (1)
Since an actual ball test piece is elastically deformed when receiving a load, and strictly speaking, the ball test piece is not a sphere outside the EHD contact area, but is assumed as a sphere even after deformation as shown in Equation (1) in the present invention.
Normally, an area having a so-called horseshoe shape in which the oil film is thin exists in the EHD contact area, but an oil film thickness ha (average oil film thickness) that is an average in the EHD contact area was determined in the present invention. Therefore, in a case where the oil film is ruptured in a part of the EHD contact area, the average oil film thickness ha to be determined is expressed by the following Equation (2) using the rupture ratio α and the oil film thickness h1 of the oil film.
[Equation 2]
h
a=(1−α)h1 (2)
Further, when n rolling elements 5 are provided in the rolling apparatus 10, n electric circuits E2 are connected in parallel. Therefore, as shown in
Here, the AC voltage V applied to the electric circuit in
[Equation 3]
V=|V|exp(jωt) (3)
A current I flowing through the entire electric circuit in
[Equation 4]
I=|I|exp(jωt) (4)
Therefore, the complex impedance Z of the entire electric circuit in
[Equation 5]
Z=V/I=|V/I|exp(jθ)=Z|exp(jθ) (5)
Here, j is an imaginary number, t is a time, ω is an angular frequency of the voltage, and θ is a shift of a phase of the voltage and the current, that is, a phase angle. It can be seen from Equation (5) that the complex impedance Z includes two independent variables of an absolute value |Z| of the complex impedance Z and the phase angle θ. That means that two independent parameters (here, the average oil film thickness ha and the rupture ratio α) can be measured through measurement of the complex impedance Z.
Here, the complex impedance Z of the entire electric circuit shown in
[Equation 6]
Z
−1
=R
1
−1
+jω(C1+C2) (6)
Further, from the Equation (6), the following equations (7) and (8) can be obtained.
[Equation 7]
R
1
=|Z|/cosθ (7)
[Equation 8]
ω(C1+C2)=−sin θ/|Z| (8)
Here, the resistance R1 of the region where the oil film is ruptured in the Equation (7) is inversely proportional to the contact area, and thus is expressed by the following Equation (9).
[Equation 9]
R
1
=R
10/α (9)
Here, R10 is a resistance in a stationary state (that is, α=1). R10 is expressed by the following Equation (10) from Equation (6), where |Z| is an impedance in a stationary state and θ0 is a phase angle.
[Equation 10]
R
10
=|Z
0|/cos θ0 (10)
Therefore, the rupture ratio α is expressed by the following Equation (11) from Equations (7), (9), and (10).
[Equation 11]
α=|Z0|cos θ/|Z|cos θ0 (11)
The electrostatic capacity C1 due to the oil film in the Hertzian contact area is expressed by the following Equation (12) using a dielectric constant s of the lubricant used for the test.
[Equation 12]
C
1=ε(1−α)S/h1=ε(1−α)πα2/h1 (12)
On the other hand, the electrostatic capacity C2 generated outside the Hertzian contact area can be regarded as being formed by connecting annular capacitors each having a minute width dx, a length 2πx, and a height f(x) in parallel in a range of a≤x≤r as indicated by the shaded area in
Here, since r>>a and r>>h1 are generally satisfied, the electrostatic capacity C2 can be approximated by the following Equation (14) based on Equation (13).
[Equation 14]
C
2≈2πε(ln(r/h1)−1) (14)
From the above Equations (8), (12), and (14), the following Equation (15) is obtained.
Here, in order to obtain h1 in Equation (15), a Lambert W function is used. With respect to any complex number z, a Lambert W function W(z) is defined by the following Equation (16).
[Equation 16]
W(z)eW(z) (16)
Therefore, from the Equations (2), (15), and (16), the obtained average oil film thickness ha is expressed by the following Equation (17).
That is, from the Equations (11) and (17), the average oil film thickness ha and the oil film rupture ratio α can be calculated by measuring the impedance and the phase in the stationary state and at the time of forming the oil film.
The above description relates to the electric circuit E1 of
In a rolling apparatus, wear (mainly wear that occurs in the region of aS in
It is assumed that the oil film thickness h1 in the oil film formation portion within the EHD or elasto-hydrodynamic lubrication (EHL) contact area is expressed as follows using an oil film thickness hlimit of the oil film and the rupture ratio α at which metal contact starts to occur. This is for the purpose of correcting a calculated oil film thickness thicker than a theoretical value to the same oil film thickness as the theoretical value. The oil film thickness h1 in Equation (18) is basically the same concept as those in Equations (1) and (2), and ha=(1−α)2hlimit can also be obtained from the Equations (2) and (18).
[Equation 18]
h
1=(1−α)hlimit (18)
When a phase angle θ satisfying the above equation is θ′, the rupture ratio α is expressed by the following Equation (19) using the absolute value IZI of the measured complex impedance from Equation (11).
[Equation 19]
α=|Z0|cos θ′/|Z|cos θ0 (19)
From Equations (8), (12), and (14), the following Equation (20) is obtained.
[Equation 20]
2πεω((1−α)α2/2h1+r(ln(r/h1)−1))=−sin θ′/|Z| (20)
Here, the absolute value |Z| of the complex impedance Z is erased by Equation (20)/Equation (19), and the following Equation (21) is obtained.
By substituting Equation (18) into Equation (21), the following Equation (22) is obtained.
That is, the phase angle θ′ satisfying Equation (18) can be calculated from the rupture ratio α of the oil film and the oil film thickness hlimit at which the metal contact starts to occur. Therefore, an average oil film thickness ha′ after correction in the EHL contact area assumed from the assumption of Equation (18) is expressed by the following Equation (23) using the absolute value |Z| of the complex impedance Z and the phase angle θ′.
Further, the assumed dielectric constant ε′ after wearing can be expressed by the following Equation (24) using the phase angle θ′.
Therefore, the dielectric constant E′ is expressed by Equation (25) using the rupture ratio α, the average oil film thickness ha, and the phase angle θ′.
A right side of the dielectric constant ε′ of the Equation (25) is all previously defined values and previously described values, so that the dielectric constant ε′ can be calculated.
The point in the calculation method described above is to assume the oil film thickness h1 in the oil film forming portion by any method, and this assumption method is not particularly limited.
For example, instead of the oil film thickness hlimit at which metal contact occurs in Formula (18), for example, a surface roughness (mean square roughness [nm]: Rq1, Rq2) prescribed in JISB0601 (2013) may be used. Therefore, h1 may be obtained by using the following Equation (18)′ instead of Equation (18), so as to further calculate ε′. As a parameter for giving the degree of inter-projection interference in the EHL contact area, a film thickness ratio λ value is generally used (reference document: Tribology, Yamamoto Yuji, Kaneda Motohiro, Rikogakusha Publishing Co.,Ltd., 2007). Here, λ value <3, that is, a phenomenon in which metal contact starts when at about three times the roughness is known, and such a phenomenon is used.
[Equation 26]
h
1=(1−α)×3√{square root over (Rq12+Rq22)} (18)′
When the theoretical oil film thickness hc is known, h1 may be obtained by using the following Equation (18)″ instead of Equation (18), so as to further calculate ε′.
[Equation 27]
h
1
=h
c/(1−α) (18)″
Examples of the present invention will be described below.
One end of a drive shaft penetrating the rolling apparatus 10 is connected to a general LCR meter 20 (also serving as the AC voltage) via a rotary connector 12, and the other end of the drive shaft is connected to a drive motor 14. The rotary connector 12 can be configured by attaching a carbon brush to a rotary ring at the one end of the drive shaft or by attaching a slip ring to the drive shaft, but is not particularly limited.
In the testing device of
The lubricant used is a poly-α-olefin, and has a kinematic viscosity at 40° C. of 19 mm2/s and a dielectric constant of 2.1. Measurement conditions are as follows.
Temperature: 25° C.
Rotational speed of rotating shaft: 50 to 6000 rpm
Radial load: 0 N
Axial load: 30 N
Maximum contact pressure: 0.9 GPa
First, the resistance (contact state resistance) R10 (α=1) of the metal contact portion at the time of stop, that is, in a state where no oil film was present was measured (refer to Equation (10)). Thereafter, the impedance (absolute value) |Z| and the phase angle θ were measured while applying an alternating current.
Next, using Equations (11) and (17), the average oil film thickness ha and the rupture ratio α of the oil film were measured while changing the rotational speed N of the rotating shaft.
From
On the other hand, in a low rotation speed range (<100 rpm) where the rotation speed N is low, as the rotation speed N increases, both the rupture ratio α and the oil film thickness ha of the oil film decrease, which are contradictory. In addition, a result was obtained that the oil film thickness ha was larger than the theoretical oil film thickness hc.
Regarding this phenomenon which is apparently contradictory, the inventors examined and studied previous research, and focused on a phenomenon as shown in
Therefore, the inventors placed importance on the above phenomenon, and measured the average oil film thickness ha′ after correction by using Equation (23) derived from Equation (18) in consideration of the oil film thickness hlimit and the rupture ratio α of the oil film at which metal contact starts to occur.
From
From
The present invention is not limited to the above embodiment, and modifications, improvements, and the like can be made as appropriate. Materials, shapes, sizes, numerical values, forms, numbers, arrangement positions, and the like of components in the above embodiment are arbitrary and not limited as long as the present invention can be achieved.
Although the embodiments are described above with reference to the drawings, it is needless to say that the present invention is not limited to such examples. It will be apparent to those skilled in the art that various changes and modifications may be conceived within the scope of the claims. It is also understood that the various changes and modifications belong to the technical scope of the present invention. Constituent elements in the embodiments described above may be combined freely within a range not departing from the spirit of the present invention.
The present application is based on Japanese Patent Application No. 2019-003990 filed on Jan. 15, 2019, the contents of which are incorporated herein by reference.
Number | Date | Country | Kind |
---|---|---|---|
2019-003990 | Jan 2019 | JP | national |
Filing Document | Filing Date | Country | Kind |
---|---|---|---|
PCT/JP2020/000681 | 1/10/2020 | WO | 00 |