Abstract
This article presents some results obtained during the first stage of the European Union project titled “STEELWIND,” a part of which has been dedicated to roller–race contact dynamics. Contact has been modeled qualitatively using viscous-elastic friction, in the sliding regions, and hysteresis-modified Hertzian pressure in the whole contact zone. Slip and stick areas are detected within the contact area where the sliding velocity may have both opposite directions parallel to the entraining velocity. Considering the complexity of the hybrid rolling–sliding–sticking conditions, the developed model, although simplified, can be helpful to develop a sliding–rolling test by means of a standard reciprocator stand, where nonsymmetrical and mobile configurations of the testing race samples are introduced.
Introduction
Roller bearings have been studied and modeled since decades (Bentall and Johnson, 1967; Billinton and Allan, 1992; Bremble and Brothers, 1970; Carter, 1926; Fromm, 1927; Kogut and Etsion, 2002; Raje et al., 2008), and so, they can be selected or designed for a variety of applications with a good reliability. However, newest applications challenge designers to develop better materials, treatments and other geometrical and dynamic properties. Offshore wind turbines, for example, require very high performances, which have not been achieved yet with full satisfaction. One possible improvement consists in the employment of high nitrogen bearing steel, which implies long and expensive one-to-one scale tests. The development of new concept tribometers is rather difficult (see, for example, Belfiore et al., 2014), and so, standard test machines have been often adopted or modified for wear (Belfiore, 2004; Belfiore et al., 2006b) or lubrication tests (Belfiore and De Stefani, 2003; Belfiore et al., 2006a). Anyway, the availability of reliable scaled and accelerated tests is quite helpful, provided that the testing method gives enough guarantees to equivalence (Belfiore et al., 2007) or similarity between the accelerated test and the real system. Although the former is not able to imitate perfectly the latter one, an accelerated test is very effective to compare different materials or treatments under specific working conditions.
Description of the simplified model
During the development of the model, a particular roller bearing has been considered as a reference sample, namely, the FAG NU222-E-TVP2.
Effect of sliding at the interface under viscous-elastic conditions
The kinematic analysis can be performed, in the first approximation, by assuming that a pure rolling motion occurs between the rollers and the rings and that the rollers and the rings are rigid bodies. Therefore, the centers of the relative rotation can be defined for the three pairs: roller–inner ring, roller–outer ring, and inner–outer rings. However, the rigidity should be conveniently relaxed to admit the hypothesis of elasticity, under which much more useful information can be achieved. For example, assuming an elastic contact between the roller and the inner ring and applying the relative motion theorem, it is possible to obtain an approximation of the sliding velocity w at the interface at the beginning F and at the end E of the contact line. With reference to Figure 1(a), points F and E can be considered as belonging to the roller or to the inner ring, and so, the classic velocity triangle can be easily drawn out for the detection of the sliding (relative) velocity. A short MATLAB Script has been encoded to obtain the theoretical sliding along the contact profile without taking into account the stick regions of the contact. Results are presented in Figure 1(b).

(a) Sliding velocity triangle for points F and E under the assumption of the existence of a pseudo-rigid part of the ring and (b) sliding along the tangential interface roller–ring in the contact arc.
In this simplified approach, the obtained sliding velocity is only representative of a nonholonomic constraint, which is active on the contact profiles and induces an adhesive traction stress τk, that is, in the first approximation, proportional to sliding w, according to a viscous-elastic model for which the element dynamic balance is described by the following equation
where γ is the deformation angle, G is the elastic tangential module, and η is the viscosity coefficient.
Loads on rollers
Considering the working conditions, each roller can be considered as radially loaded. However, during rolling, the real material shows dissipative phenomena, such as hysteresis and elasticity delay. These two occurrences are responsible for rolling friction. The situation is qualitatively depicted as in Figure 2(a), where the pressure diagram becomes asymmetrical because in the increasing stress regions, the pressure is greater than in those with decreasing stress. Since symmetry is lost, the action (as well as the reaction) force

(a) Introduction of a tangential component in the roller loads under stationary conditions and (b) resultant
Overall effects on the inner ring
With reference to Figure 3(a), two tangential tensions can be combined. The first one is representative of the tangential stress τk due to the viscous-elastic action of the roller surface as described by equation (1). This stress, generated by the roller on the ring, can be regarded as the product of a viscous coefficient multiplied by the sliding velocity, directed as the inlet rolling velocity U. The second one consists in a tangential tension τE that must act between the surfaces in order to guarantee the roller dynamic balance. This tension is proportional to the normal stress by a virtual adhesive coefficient µ0E which must be greater than the actual friction coefficient µ0. In fact, the integral of all the tensions extended to the contact profile must have a net resultant which is equal to

Qualitative distribution of (a) the tangential stress τE and τk and evaluation of their difference and (b) the net tangential stress τE − τk and adhesion tangential distribution σµ0. Determination of (c) the intersection points and (d) the slip stick regions.
The difference between the two tensions, τk − τE, is characterized by two external regions where the overall tension is positive (same sense as U) and a central region where this tension is negative (see Figure 3(b)). By comparing this difference function with the adhesive surface capability, equal to σµ0, five regions can be identified, as shown in Figure 3(c): two external regions with positive slip, one central region with negative slip, and two middle regions where adhesion prevails on the tangential actions exerted by the combination of the external constraints and the roller dynamic balance (see Figure 3(d)). Although the proposed approach has been developed by assuming several approximations, more complex methods give similar results, as those presented in Bentall and Johnson (1967).
Dynamic effects on the inner ring
Considering the rollers working conditions, it is clear that the normal stress is generated on the race as an asymmetrical and pulsing wave, alternated from null to a maximum amplitude. This situation represents only the variations with respect to the preload. However, the wave amplitude of this train is also modulated by the vibrations generated by the wind turbine, as a whole, and by the mechanical components, such as the gearbox, which introduces some higher frequencies.
The tangential stress seems even more complicated. However, it shows the possibility that the sense of direction may change during a cycle.
Influence of load direction
The waves reported in Figure 4 refer to a specific zone of the inner ring. However, the load conditions change along the contact circle, and so, the wave amplitudes are different in different points of the inner ring. For an externally applied radial load Q, on a bearing having z of rollers, Stribeck’s approximated formula

Qualitative representation of the normal and tangential wave trains, which affect the bearing races. Tangential tensions change their direction sense with a double frequency with respect to the roller passages. Furthermore, normal and tangential amplitudes are modulated by the vibrations generated by the wind turbine, both flexural and torsional.
predicts the maximum load P0 on a the bottom roller. However, after the cage rotates by a quarter of revolution, only the preload will affect this roller, and after half revolution of the cage, the roller will be in its upper position, that is, in opposition to the highest load configuration. In this case, the overall load is even less than the preload because there is a small displacement of the inner ring downward, and the overall roller–ring slip occurrence probability increases.
Each roller sustains a load cycle, which is reasonably near to a pulsing cycle, namely, variable from about 0 to P0. However, on a specific point of the inner ring, the amplitude of the load waves, reported in Figure 4, will have a peculiar amplitude depending on the position of the point of interest. The frequency fS of the exciting wave is proportional to the angular speed n (r/min) of the main shaft, namely
where r and Ri are the radii of the roller and the inner ring, respectively.
Conclusion
The original proposed approach illustrated the complexity of roller–ring contacts in dynamic conditions. Considering the rings surfaces, it shows that normal stresses are applied as pulsing cycles, while the tangential ones consist of alternative cycles with double frequency. The results will be used by the research group to build ball on plate reciprocating tests.
Footnotes
Declaration of conflicting interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Funding
The author(s) disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: The research leading to these results has received funding from the European Union’s Research Fund for Coal and Steel (RFCS) research program under grant agreement no. RFSR-CT-20014-00018.
