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DESIGN OF SHAFTS AND HOUSINGS

11.3.2 Contact Type Seals                                  seals are installed. It is also desirable for the lubricant        (2) Felt Seals                                                 for grease lubrication, primarily to prevent dust and
                                                           inside the housing to spread a little between the sliding                                                                         other foreign matter from entering. Felt seals are not
The effectiveness of contact seals is achieved by the      surfaces. However, please be aware that ester-based                Felt seals are one of the simplest and most common             suitable for circumferential surface speeds exceeding
physical contact between the shaft and seal, which         grease will cause acrylic rubber material to swell. Also,          seals being used for transmission shafts, etc.                 4 m/sec; therefore, it is preferable to replace them with
may be made of synthetic rubber, synthetic resin,          low aniline point mineral oil, silicone-based grease,and           However, since oil permeation and leakage are                  synthetic rubber seals depending on the application.
felt, etc. Oil seals with synthetic rubber lips are most   silicon-based oil will cause silicone-based material to            unavoidable if oil is used, this type of seal is used only
frequently used.                                           swell. Moreover, urea-based grease will cause fluorine-
                                                           based material to deteriorate.                                     12. LUBRICATION
(1) Oil Seals                                              The permissible circumferential speed for oil seals
                                                           varies depending on the type, the finish of the shaft              12.1 Purposes of Lubrication                                   12.2 Lubricating Methods
Many types of oil seals are used to prevent lubricant      surface, liquid to be sealed, temperature, shaft
from leaking out as well as to prevent dust, water, and    eccentricity, etc. The temperature range for oil                   The main purposes of lubrication are to reduce friction        The various lubricating methods are first divided
other foreign matter from entering (Figs. 11.8 and         seals is restricted by the lip material. Approximate               and wear inside the bearings that may cause premature          into either grease or oil lubrication. Satisfactory
11.9)                                                      circumferential surface speeds and temperature                     failure. The effects of lubrication may be briefly             bearing performance can be achieved by adopting
In Japan, such oil seals are standardized (Refer to JIS    permitted under favorable conditions are listed in Table           explained as follows:                                          the lubricating method which is most suitable for the
B 2402) on the basis of type and size. Since many          11.6.                                                                                                                             particular application and operating condition.
oil seals are equipped with circumferential springs to     When oil seals are used at high circumferential surface            (1) Reduction of Friction and Wear                             In general, oil offers superior lubrication; however,
maintain adequate contact force, oil seals can follow      speed or under high internal pressure, the contact                 Direct metallic contact between the bearing rings,             grease lubrication allows a simpler structure around the
the non-uniform rotational movement of a shaft to          surface of the shaft must be smoothly finished and the             rolling elements and cage, which are the basic                 bearings. A comparison of grease and oil lubrication is
some degree.                                               shaft eccentricity should be less than 0.02 to 0.05 mm.            components of a bearing, is prevented by an oil film           given in Table 12.1.
Seal lip materials are usually synthetic rubber including  The hardness of the shaft's contact surface should be              which reduces the friction and wear in the contact
nitrile, acrylate, silicone, and fluorine. Tetrafluoride   made higher than HRC40 by means of heat treatment                  areas.                                                         Table 12. 1 Comparison of Grease and Oil Lubrication
ethylene is also used. The maximum allowable               or hard chrome plating in order to gain abrasion                   (2) Extension of Fatigue Life
operating temperature for each material increases in       resistance. If possible, a hardness of more than HRC               The rolling fatigue life of bearings depends greatly upon                Item        Grease Lubrication       Oil Lubrication
this same order.                                           55 is recommended.                                                 the viscosity and film thickness between the rolling
Synthetic rubber oil seals may cause trouble such as       The approximate level of contact surface finish required           contact surfaces. A heavy film thickness prolongs the          Housing Structure and Simple                   May be complex, Careful
overheating, wear, and seizure, unless there is an oil     for several shaft circumferential surface speeds is                fatigue life, but it is shortened if the viscosity of the oil  Sealing Method                                 maintenance required.
film between the seal lip and shaft. Therefore, some       given in Table 11.7.                                               is too low so the film thickness is insufficient.
lubricant should be applied to the seal lip when the                                                                          (3) Dissipation of Frictional Heat and Cooling                 Speed                 Limiting speed is 65%    Higher limiting speed.
                                                                                                                              Circulation lubrication may be used to carry away                                    to 80% of that with oil
                                                                                                                              frictional heat or heat transferred from the outside to                              lubrication.
                                                                                                                              prevent the bearing from overheating and the oil from
                                                                                                                              deteriorating.                                                 Cooling Effect        Poor                     Heat transter is possible
                                                                                                                              (4) Others                                                                                                    using forced oil
                                                                                                                              Adequate lubrication also helps to prevent foreign                                                            circulation.
                                                                                                                              material from entering the bearings and guards against
                                                                                                                              corrosion or rusting.                                          Fluidity              Poor                     Good

                                                                                                                                                                                             Full Lubricant        Sometimes difficult      Easy
                                                                                                                                                                                             Replacement
                                                           Table 11. 6 Permissible Circumferential Surface Speeds
                                                                         and Temperature Range for Oil Seals                                                                                 Removal of Foreign    Removal of particles     Easy
                                                                                                                                                                                             Matter                from grese is
                                                                                                                                                                                                                   impossible.
                                                                                              Permissible      Operating
                                                           Seal Materials                   Circumferential  Temperature                                                                     External              Surroundings seldom Often leaks without
                                                                Nitrile Rubber             Speeds(m/sec)     Range( °C)(1)                                                                   Contamination due to  contaminated by leakage. proper countermeasures.
                                                                                                                                                                                             Leakage
                                                                                               Under 16      – 25 to +100                                                                                                                         Not suitable if external
                                                                                                                                                                                                                                                  contamination must be
                                                                                                                                                                                                                                                  avoided.

       Fig. 11.8 Example of Application                    Synthetic Acrylic Rubber        Under 25          – 15 to +130                                                                    12.2.1 Grease Lubrication
       Fig. 11 .8 of Oil Seal (1)                           Rubber Silicone Rubber         Under 32          – 70 to +200
                                                                                           Under 32          – 30 to +200                                                                    (1) Grease Quantity
                                                                         Fluorine-         Under 15          – 50 to +220                                                                    The quantity of grease to be packed in a housing
                                                                         containes Rubber                                                                                                    depends on the housing design and free space,
                                                                                                                                                                                             grease characteristics, and ambient temperature. For
                                                           Tetrafluoride Ethylene Resin                                                                                                      example, the bearings for the main shafts of machine
                                                                                                                                                                                             tools, where the accuracy may be impaired by a small
                                                           Note (1) The upper limit of the temperature range may be                                                                          temperature rise, require only a small amount of
                                                                       raised about 20 °C for operation for short intervais.                                                                 grease. The quantity of grease for ordinary bearings is
                                                                                                                                                                                             determined as follows.
                                                           Table 11. 7 Shaft Circumferential                                                                                                 Sufficient grease must be packed inside the bearing
                                                                          Surface Speeds and Finish                                                                                          including the cage guide face. The available space
                                                                          of Contact Surfaces                                                                                                inside the housing to be packed with grease depends
                                                                                                                                                                                             on the speed as follows:
                                                           Circumferential Surface Surface Finish                                                                                            1/2 to 2/3 of the space … When the speed is less than

                                                           Speeds(m/s)                     Ra (µm)                                                                                                                          50% of the limiting speed.
                                                                                                                                                                                             1/3 to 1/2 of the space … When the speed is more than
       Fig. 11.9 Example of Application                    Under 5                         0.8
       Fig. 1 1.9 of Oil Seal (2)                          5 to 10                         0.4                                                                                                                              50% of the limiting speed.
                                                           Over 10                         0.2

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