Prediction of thermo-elastic behavior in a spindle–bearing system considering bearing surroundings

Abstract This paper presents a simulation method based on system dynamics to establish a comprehensive prediction model for the thermal and mechanical behavior of a spindle–bearing system in consideration of bearing surroundings such as assembly tolerance, geometric dimension, cooling conditions, operating conditions and thermal deformation. By introducing a lumped element into the system, not only mechanical properties but also thermal behaviors can be readily examined and predicted. The most important behavior in the spindle–bearing system is the bearing pressure, which determines the spindle characteristics and friction moment. In this study three different simplified assemblies are investigated. One is the bearing inner race–shaft subassembly that includes a negative assembly clearance, and another is the outer race–housing assembly that includes a positive assembly clearance. The third is the entire system that is composed of a rolling element bearing, an inner race–shaft subassembly and an outer race subassembly. The two subassemblies are coupled by rolling elements in which the frictional moment and heat generation vary with the assembly clearance and thermal deformation of the bearing surroundings. The new method can be applied to spindle cooling as well as the optimal thermal and mechanical design of the spindle–bearing system for various surrounding conditions. Furthermore, on the basis of the proposed model, the effect of steel and ceramic bearing materials on the thermo-elastic behavior of the spindle system was investigated.