Lagerschade Analyse

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    1/03 evolution.skf .com

    technology

    SummaryThe SKF Panloc bearing unit

    offers customers a simple way to

    adjust internal clearance/pre-

    load,high rigidity,low operating

    temperature and easy replace-

    ment of the bearing unit.In terms

    of overall costs,this unit is an

    optimal bearing unit that can be

    adjusted to specific applications

    and customer needs.In addition,

    the advantages of the SKF Panloc

    ensure increased operating relia-

    bility for the customers system.

    Research and development

    within SKF in terms of this bearing

    unit are still in progress.

    Investigations are pointed in

    the following direction:

    I seal and lubrication -> lifetime

    lubrication

    I increasing the basic load rating

    -> greater service life and rigidity

    I a new concept for rubber

    cylinder bearings in printing

    machines.

    Over the course of this year,addi-

    tional and more detailed results

    in this regard will be

    available.

    E V O L U T I O N I 2 5

    Decision-supportsystem for bearingfailure mode analysisGaining insight and information from rolling bearing

    damage and failures is of strategic importance for SKF

    and its customers. The knowledge collected on bearing

    damage is accessible for SKF engineers as a web-enabled

    decision-support system called SKF Bearing Inspector.

    byGERARD SCHRAM, SKF Reli abil ity Syst ems, andBAS VAN DER VORST, SKF Engi nee ring &

    Research Center B.V.,Nieuwegein,the Netherlands

    Heavy wear on the outer ring of a

    cylindrical roller bearing oper-

    ating in an electric motor of a

    paper winder in the reel section

    of a tissue paper machine.

    Small pitting is observed after

    further microscopic inspection of

    the raceway.It also shows a small

    layer of rehardened material,due

    to local high temperature.

    http://evolution.skf.com

    Read more at

    The decision-support system SKF Bear-

    ing Inspector is aimed at offering

    increased speed,consistency and

    higher quality in the bearing decision-

    making process. It should help to prevent

    bearing damage or failure from reoccurring.

    As with any knowledge-based computersystem, SKF Bearing Inspector gathers all the

    relevant information and experience avail-

    able about rolling bearing damage from

    basic principles to practical engineering

    results.

    Current knowledge-based systems have

    benefited from the experience of expert

    systems developed in the 1980s, although

    these suffered major flaws in aspects of

    reasoning capacity and computer power.

    These systems were often structured as

    decision trees that led from symptoms to

    possible causes. Causal relations betweensymptoms and possible reasons do not

    exist in reality and can easily lead to wrong

    conclusions. This is simply because the

    reasons (e.g.,wrong bearing mounting)

    result in the damage symptoms (e.g., fret-

    tingsigns), and not the other way around. A

    modeling of a relationship from causes to

    symptoms where uncertainty is attached to

    possible failure states fits much better with

    the physical phenomena that occur during

    bearing service life. With the aid of

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    state-of-the-art computational intelligence

    techniques, this approach has been followed

    for the development of the program.

    Knowledge system

    Within a knowledge system, one generally

    distinguishes between modeling the know-

    ledge with a certain knowledge representa-

    tion and the reasoning principle, in order to

    derive problem-solving capacity. Regarding

    knowledge representation, several forms

    exist, such as:

    ICases: Many bearing failure experiences

    can be found in case examples.

    Unfortunately, many practical cases arenot well documented, and no uniformity

    regarding the documented parameters

    or failure mode conclusions exists.

    Example cases can,however, be used to

    model or verify other knowledge

    representations.

    IRules: It is possible to generalize if-then

    rules between observed symptoms and

    possible causes. However, this is not

    appropriate because different causes

    can have similar effects that appear as

    similar symptoms.

    IArtificial Neural Networks:

    Mathematical relationships between

    symptoms and causes can be derived by

    using example failure cases. However,

    there are not sufficient number of

    discriminating cases to do this.

    Furthermore, system users require

    additional explanations rather than

    black box artificial neural network

    relationships that do not carry such

    explanations.

    IProbabilistic Networks: It is possible to

    derive visual networks in which nodes

    are connected by causal relationships,

    based on bearing failure theory and

    experience. Furthermore, probabilities

    are assigned indicating the weakness or

    strength of those relationships. By intro-

    ducing correct causality from conditions

    to observations, this knowledge repre-

    sentation best fits the bearing failure

    diagnosis problem.

    Analysis of bearing damage and failure is

    principally a diagnostic task. Imagine a

    patient visiting his doctor with a specific

    complaint. The doctor first questions the

    patient about specific body and life-style

    parameters such as weight, smoking,etc.

    (conditions). Based on that, the doctor

    makes hypotheses about likely diseases

    (failure modes). The doctor verifies or

    rejects these hypotheses through further

    questioning and inspection of the patient

    (symptoms).

    The process of a damage or failure analy-

    sis is similar to the doctors approach. In a

    correct diagnosis, there are two reasoning

    steps:1. Hypotheses generation is where possible

    failure hypotheses are generated based on

    data. For example,the doctor starts asking

    questions to get an idea (hypothesis) of

    what could be wrong;

    2.Verifying or rejecting hypotheses. One by

    one, the generated hypotheses are investigated

    and verified or rejected. For example, the

    doctor starts investigating the most probable

    diseases by conducting specific medical

    tests (blood pressure, heart rate, etc.).

    With a probabilistic network, the two-

    step reasoning is implemented by forward

    and backward probability calculations.

    Probabilistic network

    The probabilistic network is a visual net-

    work in which nodes are connected by

    causal relationships, and probability calcu-

    lations are applied. The network for bearing

    failure analysis has four node categories:

    conditions,internal mechanisms,failure

    modes and observed symptoms. Conditionsrepresent the conditions from and under

    which the bearing operates. Examples are

    speeds, bearing type, load, temperature,

    installation details,environmental factors,

    etc. Internal mechanisms represent the

    physical phenomena that happen during

    operation,such as lubrication,film disruption,

    2 6 I E V O L U T I O N evolution.skf .com 1/03

    CONDITIONAL PROBABILITY THAT SLIDING CONTACT IS TRUE OR FALSE,GIVEN ACCELERATION IS TRUE OR FALSE

    P(sliding contact | accelerations) Sliding contact = TRUE Sliding contact = FALSE

    Accelerations = TRUE 0.6 0.4

    Accelerations = FALSE 0.2 0.8

    ROLLING BEARING FAILURE MODES

    Fatigue Subsurface-initiated fatigue

    Surface-initiated fatigue (surface distress)

    Wear Abrasive wear

    Adhesive wear

    Corrosion Moisture corrosion

    Frictional corrosion Fretting corrosion

    False brinelling

    Electrical erosion Excessive voltage

    Current leakage

    Plastic deformation Overload

    Indentation Indentation from debris

    Indentation by handling

    Fracture Forced fractureFatigue fracture

    Thermal cracking

    Table 2.

    Table 1.

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    sliding contact,etc. Failure modes repre-

    sent the types of failure, such as subsurface-

    initiated fatigue and fretting corrosion. In

    table 1, the various failure modes are

    listed. Observed symptoms represent the

    observable phenomena inside and outside

    the bearing, including discoloration,

    spalling, rust, etc.

    About 150 nodes are connected by causal

    relations between conditions of the bearing

    application,hidden mechanisms,(physical)

    failure modes and observed symptoms.

    In the modeling of the network, various

    sourcesof information were used. Apart

    from defining the nodes, the causal relations

    and probabilities, explanation texts (foreach node) including examples and pictures

    are developed. In total, about 250 pictures

    have been included in the system.

    Calculation step 1

    Hypothesis generation:Once the network

    is modeled, the reasoning process can start.

    The initial nodes (no inputs) have two or

    more states. Each state is assigned a prior

    probability between 0 and 1, with the total

    over the states being 1. For example:

    IP (accelerations = TRUE) = 0.05

    IP (accelerations = FALSE) = 0.95In the systems user interface, the user can

    state that acceleration is true. This will

    change the above probabilities into 1.0 and

    0.0, respectively. In the network, condi-

    tional probability tables are defined (table 2).

    When nodes have more states (more than

    only true and false) or when they have more

    input relations, the tables grow. With the

    conditional probability tables, the probabil-

    ities of the other nodes can be calculated by

    the formula:

    IP(B) = P(B|Ai) P(Ai), for all i

    with P(B|Ai) being the conditionalprobability given the condition Ai. In the

    example:

    IP(sliding contact = TRUE) = 0.6 0.05 +

    0.2 0.95 = 0.22

    IP(sliding contact = FALSE) = 0.4 0.05

    + 0.8 0.95 = 0.78

    In this way,all the probabilities of the

    nodes are calculated,given the prior prob-

    abilities of the start nodes. By considering

    the application conditions as the start nodes,

    the probabilities of the failure modes can

    be determined and ranked. This is the

    failure hypotheses generation. Notice that

    uncertainties are attached to the node states

    rather than to if-then rules in a classical

    expert system.

    Calculation step 2

    Verification or rejection by inversion: After

    hypotheses are generated, we have to verify

    or reject them by investigating the bearing.

    This ranges from visual inspection of the

    bearing to simple or complex laboratory

    tests. For this purpose, one first has to

    explain how probabilities of observations

    will influence the probabilities of the failure

    hypotheses. As this is causally different,

    one has to reason backwards. Without

    going into detail, the heart of this reasoning

    lies in the formula:

    IP(B|C) = P (C|B) P (B) / P(C)

    This states that the belief in hypothesis B

    obtaining evidence C can be computed by

    1/03 evolution.skf .com E V O L U T I O N I 2 7

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    Example: step 2:Inspection on symptoms for current leakage failure mode.After inspection

    and enlargement of the runway surface,small pitting is confirmed. Several examples are pro-

    vided under the information button.

    Example:Final diagnosis:results based on the provided application conditions (step 1) and bear-

    ing system inspections (step 2).Both the probabilities of the most relevant failure modes and

    related internal mechanisms are listed.The results can be printed out as MS Word or HTML

    report.

    Example: step 1:Application conditions are filled by loading the electric motor winder data

    among other bearing type,coating,speeds,etc.Detailed information and

    examples are provided under the information button.

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    multiplying our previous belief P(B) by the

    conditional probability P(C|B) and that C is

    true if B is true. The conditional probabil-

    ities P(C|B) are modeled in the network as

    causal relation,P(B) comes from forward

    reasoning (step 1),and P(C) are set during

    the bearing investigations. These are the

    observations that serve as evidence for the

    failure hypotheses. P(B|C) is called the

    posterior probability, while P(B) is the prior

    probability.

    Instead of investigating all possible

    observations and non-filled-in conditions,

    the most relevant ones are suggested,depen-

    dent upon the failure hypothesis (or internal

    mechanisms) that need to be investigated.In other words, these are the application

    conditions or observations that have the

    most discriminating effect on the failure

    hypothesis. The discriminating effect is

    determined by a mathematical measure.

    For all possible not-filled-in conditions or

    observations, this measure is scaled

    between 0 and 100. An example is given in

    the illustrations. Eventually, by investigat-

    ing the application conditions and obser-

    vations,the likelihood of the failure

    hypotheses and internal mechanisms are

    determined and ranked. These then formthe conclusions of the bearing damage

    analysis.

    The system is further extended with

    various functions that can help the user.

    A simple file with user instructions is

    provided for getting started. The system

    offers translation of key terms into English,

    German,French and Swedish. Session

    data control is available for session data

    storage and retrieval. Also, through a file

    marked Typical Examples, users can be

    guided through the application of the

    program. For convenience, an extensivereport can be generated in MS Word or

    HTML format, including the relevant con-

    ditions,observations and failure mode

    probabilities.

    Practical example

    The SKF Bearing Inspector contains several

    common bearing damage cases located under

    Typical Cases. These can be used as

    training material to demonstrate how the

    SKF Bearing Inspector supports the analysis

    of a bearing damage investigation. One

    exampleis of an electric motor in a paper mill.

    In this case, an electrically insulated cylindrical

    roller bearing NU 322 ECM/C3VL024 is

    used in an electric motor of a paper winder

    in the reel section of a tissue paper machine.

    The electric motor speed is variable (400

    VAC with frequency converter) and running

    between 1000 and 1500 min-1. After only a

    month of operation however,heavy wear

    was observed on the inner and outer rings.

    Loading the example case in SKF Bearing-

    Inspector sets all known application condi-

    tions (step 1). The first hypothesis of possi-

    ble failure modes is calculated based on

    these application conditions. At this pointin the analysis, SKF Bearing Inspector gives

    a high likelihood of false brinelling, adhesive

    wear and current leakage. At first sight

    current leakage and false brinelling seem

    unlikely because the machine uses insulated

    bearings and all machines are properly

    supported with rubber pads.

    The user then has to perform the second

    step of the analysis by inspecting the bear-

    ing on failure symptoms. Clicking inspect

    results in a list of damage symptoms most

    relevant to the selected failure mode. The

    bearing is first inspected for false brinelling.

    Because no shallow depressions are found

    that can verify false brinelling, this failure

    mode is rejected. The analysis is continued

    with inspecting of symptoms of adhesive

    wear. None of the symptoms related to

    adhesive wear are found either. Finally,by

    inspecting electrical current leakage symp-

    toms, the presence of small pitting is found

    after magnification of the raceway surface.

    This verified the current leakage failure

    mode. Subsequently, the customer indeed

    discovered an earthing problem in the

    winder construction causing the electricalcurrent leakage.

    Conclusions

    SKF Bearing Inspector meets the need for a f

    more consistent,high-quality decision-

    making process for bearing damage and

    failure investigations. This web-enabled system

    is available for SKF engineers to support

    customers in bearing damage and failure

    investigations.

    2 8 I E V O L U T I O N evolution.skf .com 1/03

    SummarySKF has put its bearing expertise and knowledge into a decision-support system

    available for SKF engineers.The system has been

    developed to meet the need for a fast,more consistent,high-quality

    decision-making processfor bearing damage and failure investigations.

    The system draws its experience from the wealth of information available

    from experts,customers,practical research and published documentation on

    bearing performance and failure modes. The system overcomes the short-

    comings of previous expert systems and incorporates improved decision-making

    processes that help identify the true causes of bearing failures.