Shandong Dingsai Bearing Co.,Ltd.

Comprehensive Analysis and Preventive Measures of Bearing Wear for Industrial Applications(II)

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    Chapter 3: Common Symptoms and Detection Methods

    3.1 How to Detect Bearing Wear Early

    Early detection of bearing wear is critical to avoiding equipment downtime, minimizing maintenance costs, and ensuring operational safety. Proactive monitoring allows operators to identify early-stage problems and schedule timely repairs or replacements before catastrophic failure occurs.

    Effective detection requires combining visual inspections, condition monitoring, and lubricant analysis, tailored to the operating conditions of each application—whether in mining trucks, wind turbines, or industrial gearboxes.

    3.2 Visual Inspections

    Visual inspection is the most basic and immediate method of identifying bearing wear.

    Key visual signs include:

    • Discoloration or rust (indicating overheating or corrosion)

    • Surface cracks, flaking, or pitting

    • Worn-out seals and lubricant leakage

    • Scratches on raceways or rolling elements

    Best practices:

    • Inspect during routine maintenance or shutdowns

    • Use magnification for small cracks or pits

    • Store bearings properly to avoid pre-use surface damage

    Visual inspection is especially useful in low-speed or intermittently operated equipment where other monitoring tools are difficult to apply.

    3.3 Vibration and Temperature Monitoring

    Vibration analysis is one of the most reliable methods for diagnosing bearing wear in rotating machinery. Changes in vibration amplitude or frequency often indicate:

    • Imbalance or misalignment

    • Fatigue spalling

    • Inner or outer ring defects

    • Loose fits or shaft issues

    Temperature monitoring is another critical indicator. A steady increase in bearing temperature often suggests:

    • Lubrication failure

    • Overloading

    • Internal friction due to surface wear

    Tools commonly used:

    • Accelerometers

    • Infrared thermometers or thermal imaging cameras

    • Real-time condition monitoring systems (e.g., in mining conveyors or wind turbine nacelles)

    These tools are widely implemented in industries requiring predictive maintenance, such as energy, manufacturing, and transportation.

    3.4 Lubricant Analysis

    The condition of the lubricant can reveal much about bearing wear before mechanical damage becomes visually evident.

    Key parameters in oil analysis:

    • Presence of metal particles (indicating wear or contamination)

    • Lubricant viscosity breakdown

    • Water or chemical intrusion

    • Oxidation or discoloration

    Typical practices include:

    • Periodic sampling of lubricants

    • Spectrometric analysis for wear metals

    • Particle counting and ferrography

    In sectors like aerospace, marine, and mining, lubricant analysis is standard practice for early wear detection and compliance with safety regulations.


    Chapter 4: Common Causes of Bearing Wear

    Understanding the root causes of bearing wear is essential for preventing failure, improving machine reliability, and extending service life. Even the highest-quality bearings can fail prematurely when exposed to improper conditions or poor practices. Below are the most common factors that lead to bearing wear in industrial, mining, and automotive applications.

    4.1 Contamination

    Contaminants such as dirt, dust, metal shavings, and moisture can easily enter the bearing housing if proper seals or handling protocols are not followed.

    How it happens:

    • Inadequate sealing in harsh environments (e.g., mining in Chile or Brazil)

    • Poor storage conditions

    • Unclean tools during assembly

    Effect:
    Particles disrupt the lubrication film and cause abrasive wear, leading to surface pitting and fatigue cracks.

    4.2 Insufficient or Improper Lubrication

    Lubrication plays a critical role in reducing friction and preventing metal-to-metal contact. Both under-lubrication and the use of incorrect lubricants are major contributors to premature wear.

    Typical causes:

    • Using general-purpose grease instead of high-load or high-temperature options

    • Skipping re-lubrication intervals

    • Over-lubricating, causing seal damage

    Real-world impact:
    In the hot and dusty regions of Peru or Mexico, lubricant breakdown is accelerated, leading to dry running and overheating of bearings.

    4.3 Misalignment and Installation Errors

    Improper installation, shaft misalignment, or forcing bearings into housings can cause uneven load distribution.

    Common installation mistakes:

    • Using hammers or incorrect tools

    • Mounting without pre-heating

    • Not checking axial or radial alignment

    Result:
    Localized stress increases friction, leads to point loads, and causes early fatigue or flaking.

    4.4 Overloading and Shock Loads

    Bearings are designed for specific load ratings. Exceeding these limits leads to excessive pressure on rolling elements and raceways.

    Typical scenarios:

    • Improperly sized bearings for high-load mining equipment

    • Shock loads from heavy machinery start-up without soft-start mechanisms

    Effect:
    Plastic deformation of raceways, spalling, and ultimately bearing seizure.

    4.5 Electrical Damage (EDM)

    Electrical discharge through bearings, often from variable frequency drives (VFDs), is a growing problem in modern equipment.

    How it happens:

    • Shaft currents pass through the bearing

    • Micro-arcs cause localized melting

    Results:
    Pitting and fluting marks form on the surface, leading to increased vibration and eventual failure.

    4.6 Corrosion

    Moisture and chemical exposure accelerate rust formation on bearing surfaces.

    Common causes:

    • Poor sealing in humid or coastal environments (e.g., Brazil or Spain)

    • Condensation during shutdowns

    • Incompatible lubricant and cleaning agents

    Effect:
    Corrosive wear reduces bearing clearance and creates rough surfaces that increase friction and accelerate mechanical degradation.

    4.7 Improper Fit and Clearance

    Incorrect internal clearance or shaft/housing fits can lead to either loose or tight conditions.

    Impact of incorrect fit:

    • Loose fit: Fretting corrosion, slippage, and micro-movement damage

    • Tight fit: Excessive preload, heat generation, and inner ring cracking

    4.8 Operational Factors

    Excessive speed, vibration, and unexpected temperature changes also contribute to bearing failure if not properly managed.

    Examples:

    • Exceeding the RPM rating in automated machinery

    • Operating in high-altitude mines where cooling is insufficient

    • Thermal cycling in European climate-controlled factories

    Conclusion:
    Identifying the true cause of bearing wear is crucial for choosing the correct countermeasures. Without addressing root causes — from contamination to overload — preventive strategies will be incomplete and ineffective. In the next chapter, we’ll look at how to actively prevent bearing wear and implement best practices.

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    References
    DSBR
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