Bearings, as core components in mechanical equipment, have a direct impact on the performance and lifespan of the entire system. Lubrication, as a vital aspect of bearing maintenance, not only effectively reduces friction and wear but also lowers operating noise and temperature, enhancing the reliability and longevity of bearings. This article will delve into the various lubrication methods of bearings, exploring their respective advantages, applicable scenarios, and significance.

I. Introduction

Bearings come with a diverse range of lubrication methods, each boasting unique strengths and applications. Proper lubrication not only facilitates smooth bearing operation but also significantly reduces failure rates and maintenance costs. Therefore, understanding and mastering bearing lubrication methods is crucial for mechanical engineers and equipment maintenance personnel.

II. Major Lubrication Methods

1. Manual Oil Injection

Manual oil injection is the most rudimentary lubrication method, involving manually feeding oil to bearings through an oil feeder. While straightforward, it lacks precise oil quantity control and carries the risk of forgetting to oil. Consequently, it’s primarily suitable for light loads, low speeds, or intermittent motions. In practice, dust covers or ball valves should be installed on the oil filling holes, and wool felt, cotton, etc., can be used as filters to prevent impurities from entering the bearings.

2. Drip Lubrication

Drip lubrication is suitable for light-to-medium-duty bearings with a circumferential speed of less than 4-5m/s. Oil is supplied to bearings in drops through holes, pins, valves, etc. The drip rate varies with oil viscosity, bearing clearance, and the position of the oil supply hole. The classic tool for this method is the drip oil cup, but periodic checks and adjustments to the drip rate are necessary to ensure adequate lubrication.

3. Oil Ring Lubrication

Oil ring lubrication utilizes an oil ring that rotates on the shaft and carries oil from a reservoir to the bearings. This method is primarily used for medium-to-high-speed bearings with a shaft diameter greater than 50mm. Oil rings should be seamless to ensure smooth oil flow. For bearings with a width-to-diameter ratio less than 2, a single oil ring suffices; otherwise, two oil rings are recommended for improved lubrication.

4. Oil Wick Lubrication

Oil wick lubrication relies on the capillary action and siphon effect of an oil wick to draw oil from a reservoir and apply it to the shaft diameter. This method is suitable for light-to-medium-duty bearings operating at low speeds. The oil wick also acts as a filter, keeping the friction surface clean. However, regular checks for wear and timely replacement of the oil wick are necessary to maintain lubrication effectiveness.

5. Oil Pad Lubrication

Oil pad lubrication uses the capillary action of oil pads to apply oil from a reservoir to the shaft surface. This method keeps the friction surface clean but beware of dust clogging the capillary pores, which can lead to insufficient oil supply. Regular inspections and cleaning of the oil pads are essential to ensure smooth oil supply.

6. Oil Bath Lubrication

Oil bath lubrication involves partially immersing bearings in oil, allowing them to continuously receive oil replenishment during operation. This method is commonly used for thrust bearings on vertical shafts but not suitable for radial bearings on horizontal shafts. Oil bath lubrication ensures stable lubrication but requires oil level control to prevent overheating and oil leakage.

7. Splash Lubrication

Splash lubrication relies on the splashing action of rotating components in the oil reservoir to supply oil to bearings. Suitable for higher-speed bearings, it ensures sufficient lubrication during high-speed operation. However, the cleanliness and oil level of the reservoir must be monitored to prevent impurities from entering the bearings.

8. Mist Lubrication

Mist lubrication combines dried compressed air with oil to form an oil mist that is sprayed onto bearings. Ideal for high-speed, high-temperature bearing components, mist lubrication provides rapid and uniform lubrication. Regular checks for nozzle or atomizer blockages are necessary to ensure lubrication effectiveness.

9. Pressure Oil Feed Lubrication

Pressure oil feed lubrication uses a lubrication pump to supply pressurized oil to bearings and recirculates the outflowing oil back to the reservoir. This method provides the most stable and abundant oil supply, suitable for high-speed, heavy-duty, and critical sliding bearings. It ensures that bearings maintain good operating conditions under extreme conditions.

10. Circulating Oil Lubrication

Circulating oil lubrication involves pumping filtered oil through bearings, recirculating the outflowing oil for refiltering and cooling. Suitable for high-speed rotating bearing components, it removes heat and maintains oil cleanliness, prolonging bearing life.

11. Jet Lubrication

Jet lubrication uses a lubrication pump to inject high-pressure oil through nozzles into bearings. Suitable for high-speed rotating bearings, it ensures that rolling elements and cages receive sufficient lubrication. However, jet pressure and oil quantity must be controlled to avoid unnecessary impact and damage to bearings.

III. Selection of Lubrication Methods and Precautions

When selecting bearing lubrication methods, consider factors such as bearing operating conditions, speed, load, and ambient temperature. Appropriate lubrication methods significantly reduce bearing damage risks and enhance equipment operational stability and reliability. Also, note the following:

  1. Follow Equipment Manufacturer Guidelines: Different equipment and bearings may have specific lubrication requirements. Strictly follow manufacturer guidelines.
  2. Regularly Inspect and Replace Lubricants: Lubricants deteriorate and deplete over time, requiring periodic inspection and replacement to maintain cleanliness and effectiveness.
  3. Monitor Bearing Operating Conditions: Detect and address issues promptly by monitoring bearing temperature, noise, and vibration.
  4. Maintain Bearing Cleanliness: Prevent impurities and moisture from entering bearings, keeping the lubrication system clean and dry.

IV. Conclusion

Bearing lubrication methods are crucial to ensuring smooth operation and prolonging life. Understanding and mastering different lubrication methods and their application scenarios are essential for improving equipment operational efficiency and reliability. In practical applications, select the appropriate lubrication method based on bearing specifics and operating environments, strengthening lubrication system maintenance and management to ensure long-term stable bearing operation.