In the railroad industry, distressed bearings in service are primarily identified using wayside hot-box detectors (HBDs). Current technology has expanded the role of these detectors to monitor bearings that appear to “warm trend” relative to the average temperatures of the remainder of bearings on the train. Several bearings set-out for trending and classified as nonverified, meaning no discernible damage, revealed that a common feature was discoloration of rollers within a cone (inner race) assembly. Subsequent laboratory experiments were performed to determine a minimum temperature and environment necessary to reproduce these discolorations and concluded that the discoloration is most likely due to roller temperatures greater than 232 °C (450 °F) for periods of at least 4 h. The latter finding sparked several discussions and speculations in the railroad industry as to whether it is possible to have rollers reaching such elevated temperatures without heating the bearing cup (outer race) to a temperature significant enough to trigger the HBDs. With this motivation, and based on previous experimental and analytical work, a thermal finite element analysis (FEA) of a railroad bearing pressed onto an axle was conducted using ALGOR 20.3™. The finite element (FE) model was used to simulate different heating scenarios with the purpose of obtaining the temperatures of internal components of the bearing assembly, as well as the heat generation rates and the bearing cup surface temperature. The results showed that, even though some rollers can reach unsafe operating temperatures, the bearing cup surface temperature does not exhibit levels that would trigger HBD alarms.
Catastrophic bearing failure is a major concern for the railroad industry because it can lead to costly train stoppages and even derailments. Excessive heat buildup within the bearing is one of the main factors that can warn of impending failure. A question is often raised regarding the transfer of heat from a wheel during braking and whether this can lead to false setouts. Therefore, this work was motivated by the need to understand and quantify the heat transfer paths to the tapered roller bearing within the railroad wheel assembly when wheel heating occurs. A series of experiments and finite element (FE) analyses were conducted in order to identify the different heat transfer mechanisms, with emphasis on radiation. The experimental setup consisted of a train axle with two wheels and bearings pressed onto their respective journals. One of the wheels was heated using an electric tape placed around the outside of the rim. A total of 32 thermocouples scattered throughout the heated wheel, the axle, and the bearing circumference measured the temperature distribution within the assembly. In order to quantify the heat radiated to the bearing, a second set of experiments was developed; these included, in addition to the axle and the wheel pair, a parabolic reflector that blocked body-to-body radiation to the bearing. The appropriate boundary conditions including ambient temperature, emissivity, and convection coefficient estimates were measured or calculated from the aforementioned experiments. The FE thermal analysis of the wheel assembly was performed using the ALGOR™ software. Experimental temperature data along the radius of the heated wheel, the bearing circumference, and at selected locations on the axle were compared to the results of the FE model to verify its accuracy. The results indicate that the effect of thermal radiation from a hot wheel on the cup temperature of the adjacent bearing is minimal when the wheel tread temperature is at 135°C (275°F), and does not exceed 17°C (31°F) when the wheel tread is at 315°C (600°F).
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