Articles | Volume 9, issue 4
https://doi.org/10.5194/wes-9-777-2024
© Author(s) 2024. This work is distributed under
the Creative Commons Attribution 4.0 License.
the Creative Commons Attribution 4.0 License.
https://doi.org/10.5194/wes-9-777-2024
© Author(s) 2024. This work is distributed under
the Creative Commons Attribution 4.0 License.
the Creative Commons Attribution 4.0 License.
Review of rolling contact fatigue life calculation for oscillating bearings and application-dependent recommendations for use
Oliver Menck
CORRESPONDING AUTHOR
Fraunhofer Institute for Wind Energy Systems IWES, Am Schleusengraben 22, 21029 Hamburg, Germany
Matthias Stammler
Fraunhofer Institute for Wind Energy Systems IWES, Am Schleusengraben 22, 21029 Hamburg, Germany
Related authors
Oliver Menck, Florian Schleich, and Matthias Stammler
Wind Energ. Sci. Discuss., https://doi.org/10.5194/wes-2025-53, https://doi.org/10.5194/wes-2025-53, 2025
Revised manuscript under review for WES
Short summary
Short summary
The paper discusses how to calculate the life of a blade bearing that is a roller bearing, as opposed to ball bearings, which most papers on the subject discuss. The raceway fatigue life of the bearing is calculated in a very detailed manner. This includes a validated finite element simulation model, and an approach to determine loads for all operating conditions that the wind turbine experiences.
Oliver Menck, Matthias Stammler, and Florian Schleich
Wind Energ. Sci., 5, 1743–1754, https://doi.org/10.5194/wes-5-1743-2020, https://doi.org/10.5194/wes-5-1743-2020, 2020
Short summary
Short summary
Blade bearings of wind turbines experience unusual loads compared to bearings in other industrial applications, which adds some difficulty to the application of otherwise well-established calculation methods, like fatigue lifetime. As a result, different methods for such calculations can be found in the literature. This paper compares three approaches of varying complexity and comes to the conclusion that the simplest of the methods is very inaccurate compared to the more complex methods.
Oliver Menck, Florian Schleich, and Matthias Stammler
Wind Energ. Sci. Discuss., https://doi.org/10.5194/wes-2025-53, https://doi.org/10.5194/wes-2025-53, 2025
Revised manuscript under review for WES
Short summary
Short summary
The paper discusses how to calculate the life of a blade bearing that is a roller bearing, as opposed to ball bearings, which most papers on the subject discuss. The raceway fatigue life of the bearing is calculated in a very detailed manner. This includes a validated finite element simulation model, and an approach to determine loads for all operating conditions that the wind turbine experiences.
Matthias Stammler and Florian Schleich
Wind Energ. Sci., 10, 813–826, https://doi.org/10.5194/wes-10-813-2025, https://doi.org/10.5194/wes-10-813-2025, 2025
Short summary
Short summary
The structures at the center of wind turbine rotors are loaded by three rotor blades. The rotor blades have different loads, which depend on their positions and the incoming wind. The number of possible different loads is too high to simulate each of them for later design of the structures. This work attempts to reduce the number of necessary simulations by exploring inherent relations between the loads of the three rotor blades.
Matthias Stammler
Wind Energ. Sci., 8, 1821–1837, https://doi.org/10.5194/wes-8-1821-2023, https://doi.org/10.5194/wes-8-1821-2023, 2023
Short summary
Short summary
Wind turbines subject their components to highly variable loads over very long lifetimes. Tests of components like the pitch bearings that connect rotor blades and the rotor hub serve to validate their ability to withstand these loads. Due to the complexity of the operational loads, the definition of test programs is challenging. This work outlines a method that defines wear test programs for specific pitch bearings and gives a case study for an example turbine.
Arne Bartschat, Karsten Behnke, and Matthias Stammler
Wind Energ. Sci., 8, 1495–1510, https://doi.org/10.5194/wes-8-1495-2023, https://doi.org/10.5194/wes-8-1495-2023, 2023
Short summary
Short summary
Blade bearings are among the most stressed and challenging components of a wind turbine. Experimental investigations using different test rigs and real-size blade bearings have been able to show that rather short time intervals of only several hours of turbine operation can cause wear damage on the raceways of blade bearings. The proposed methods can be used to assess wear-critical operation conditions and to validate control strategies as well as lubricants for the application.
Oliver Menck, Matthias Stammler, and Florian Schleich
Wind Energ. Sci., 5, 1743–1754, https://doi.org/10.5194/wes-5-1743-2020, https://doi.org/10.5194/wes-5-1743-2020, 2020
Short summary
Short summary
Blade bearings of wind turbines experience unusual loads compared to bearings in other industrial applications, which adds some difficulty to the application of otherwise well-established calculation methods, like fatigue lifetime. As a result, different methods for such calculations can be found in the literature. This paper compares three approaches of varying complexity and comes to the conclusion that the simplest of the methods is very inaccurate compared to the more complex methods.
Cited articles
ASTM: ASTM E1049-85(2017): Standard Practices for Cycle Counting in Fatigue Analysis, https://doi.org/10.1520/E1049-85R17, 2017. a
Bartschat, A., Behnke, K., and Stammler, M.: The effect of site-specific wind conditions and individual pitch control on wear of blade bearings, Wind Energ. Sci., 8, 1495–1510, https://doi.org/10.5194/wes-8-1495-2023, 2023. a
Becker, D.: Hoch belastete Großwälzlagerungen in Windenergieanlagen, Dissertation, Clausthal University of Technology, Clausthal, ISBN 978-3-8440-0997-2, 2011. a
Behnke, K. and Schleich, F.: Exploring limiting factors of wear in pitch bearings of wind turbines with real-scale tests, Wind Energ. Sci., 8, 289–301, https://doi.org/10.5194/wes-8-289-2023, 2023. a, b
Bossanyi, E. A., Fleming, P. A., and Wright, A. D.: Validation of Individual Pitch Control by Field Tests on Two- and Three-Bladed Wind Turbines, IEEE T. Control Syst. Technol., 21, 1067–1078, https://doi.org/10.1109/tcst.2013.2258345, 2013. a
Burton, T., Jenkins, N., Sharpe, D., and Bossanyi, E.: Wind energy handbook, in: 2nd Edn., Wiley, Chichester, West Sussex, ISBN 978-0-470-69975-1, 2011. a
Chen, G. and Wen, J.: Load Performance of Large-Scale Rolling Bearings With Supporting Structure in Wind Turbines, J. Tribol., 134, 041105, https://doi.org/10.1115/1.4007349, 2012. a
Dang Van, K., Griveau, B., and Message, O.: On a new multiaxial fatigue limit criterion: Theory and application, Biaxial Multiaxial Fatigue, 3, 479–496, 1989. a
Decker, K.-H.: Maschinenelemente, Das Fachwissen der Technik, in: 12. überarb. u. erw. Aufl., Hanser, München, ISBN 3-446-17966-6, 1995. a
de La Presilla, R., Wandel, S., Stammler, M., Grebe, M., Poll, G., and Glavatskih, S.: Oscillating rolling element bearings: A review of tribotesting and analysis approaches, Tribol. Int., 188, 108805, https://doi.org/10.1016/j.triboint.2023.108805, 2023. a, b, c
de Mul, J. M., Kalker, J. J., and Fredriksson, B.: The Contact Between Arbitrarily Curved Bodies of Finite Dimensions, J. Tribol., 108, 140–148, https://doi.org/10.1115/1.3261134, 1986. a
Dominik, W. K.: Rating and Life Formulas for Tapered Roller Bearings, in: SAE Technical Paper Series, SAE Technical Paper Series, SAE International400 Commonwealth Drive, Warrendale, PA, USA, https://doi.org/10.4271/841121, 1984. a, b
Escalero, M., Olave, M., Behnke, K., and Muñiz-Calvente, M.: iKonPro®: A software for the probabilistic prediction of rolling contact fatigue, J. Phys.: Conf. Ser., 2692, 012037, https://doi.org/10.1088/1742-6596/2692/1/012037, 2023. a, b, c
Fatemi, A. and Socie, D.: Multiaxial fatigue: damage mechanisms and life predictions, in: Advances in Fatigue Science and Technology, edited by: Moura, B. C. and Guerra, R. L., Springer Netherlands, Dordrecht, 877–890, ISBN 978-94-009-2277-8, https://doi.org/10.1007/978-94-009-2277-8_45, 1989. a
FVA: FVA-Nr. 540 II Stillstehende fettgeschmierte Wälzlager, final report, FVA-Heft Nr. 1268, 2022a. a
Graßmann, M., Schleich, F., and Stammler, M.: Validation of a finite-element model of a wind turbine blade bearing, Fin. Element. Anal. Design, 221, 103957, https://doi.org/10.1016/j.finel.2023.103957, 2023. a
Haberhauer, H. and Bodenstein, F.: Maschinenelemente: Gestaltung, Berechnung, Anwendung: mit 108 Tabellen, in: Springer-Lehrbuch, 11. vollst. überarb. Aufl., Springer, Berlin, Heidelberg, ISBN 3-540-41262-X, 2001. a
Hai, G. X., Diao, H. X., Jing, H. R., Hua, W., and Jie, C.: A Rolling Contact Fatigue Reliability Evaluation Method and its Application to a Slewing Bearing, J. Tribol., 134, 011101, https://doi.org/10.1115/1.4005770, 2012. a, b, c, d
Hamrock, B. J., Schmid, S. R., and Jacobson, B. O.: Fundamentals of fluid film lubrication, in: vol. 169 of Mechanical engineering, 2nd Edn., Dekker, New York, NY, ISBN 0-8247-5371-2, 2004. a
Harris, T. A.: Rolling Bearing Analysis, in: 4th Edn., John Wiley & Sons, Inc., ISBN 0-471-35457-0, 2001. a
Hertz, H. R.: Über die Berührung fester elastischer Körper und über die Härte, Verhandlungen des Vereins zur Beförderung des Gewerbefleißes, 449–463, 1882. a
Houpert, L.: Bearing Life Calculation in Oscillatory Applications ©, Tribol. Transact., 42, 136–143, https://doi.org/10.1080/10402009908982200, 1999. a, b, c, d
Hwang, J.-I. and Poll, G.: A new approach for the prediction of fatigue life in rolling bearings based on damage accumulation theory considering residual stresses, Front. Manufact. Technol., 2, 1010759, https://doi.org/10.3389/fmtec.2022.1010759, 2022. a
IEC 61400-1:2019: Wind turbines – Part 1: Design requirements, ISBN 978-2-8322-6253-5, 2019. a
ISO: ISO/TR 1281-2:2008 – Rolling bearings – Explanatory notes on ISO 281 – Part 2: Modified rating life calculation, based on a systems approach to fatigue stresses, 2008a. a
Keller, J. and Guo, Y.: Rating of a Pitch Bearing for a 1.5-Megawatt Wind Turbine, OSTI.GOV, https://doi.org/10.2172/1902646, 2022. a, b, c
Kenworthy, J., Hart, E., Stirling, J., Stock, A., Keller, J., Guo, Y., Brasseur, J., and Evans, R.: Wind turbine main bearing rating lives as determined by IEC 61400–1 and ISO 281: A critical review and exploratory case study, Wind Energy, 27, 179–197, https://doi.org/10.1002/we.2883, 2024. a
Leupold, S., Schelenz, R., and Jacobs, G.: Method to determine the local load cycles of a blade bearing using flexible multi-body simulation, Forschung im Ingenieurwesen, 85, 211–218, https://doi.org/10.1007/s10010-021-00457-y, 2021. a, b, c
Liebherr-Components AG: Product Catalogue Slewing Bearings, https://www.liebherr.com/shared/media/components/documents/grosswaelzlager/liebherr-slewing-bearings-product-catalogue-en-imperial-web.pdf (last access: 4 April 2024), 2017. a
Londhe, N. D., Arakere, N. K., and Haftka, R. T.: Reevaluation of Rolling Element Bearing Load-Life Equation Based on Fatigue Endurance Data, Tribol. Transact., 58, 815–828, https://doi.org/10.1080/10402004.2015.1021943, 2015. a
Lopez, A., Zurutuza, A., Olave, M., Portugal, I., Muñiz-Calvente, M., and Fernandez-Canteli, A.: Pitch bearing lifetime prediction considering the effect of pitch control strategy, J. Phys.: Conf. Ser., 1222, 012017, https://doi.org/10.1088/1742-6596/1222/1/012017, 2019. a, b, c, d
Lugt, P. M.: A Review on Grease Lubrication in Rolling Bearings, Tribol. Transact., 52, 470–480, https://doi.org/10.1080/10402000802687940, 2009. a, b, c
Lugt, P. M.: Grease lubrication in rolling bearings, John Wiley & Sons, ISBN 9781118353912, 2012. a
Menck, O., Behnke, K., Stammler, M., Bartschat, A., Schleich, F., and Graßmann, M.: Measurements and modeling of friction torque of wind turbine blade bearings, J. Phys.: Conf. Ser., 2265, 022087, https://doi.org/10.1088/1742-6596/2265/2/022087, 2022. a
Münzing, T.: Auslegung von Kugelgewindetrieben bei oszillierenden Bewegungen und dynamischer Belastung, Dissertation, Universität Stuttgart, Stuttgart, https://doi.org/10.18419/opus-9601, 2017. a, b
Potočnik, R., Göncz, P., Flašker, J., and Glodež, S.: Fatigue life of double row slewing ball bearing with irregular geometry, Proced. Eng., 2, 1877–1886, https://doi.org/10.1016/j.proeng.2010.03.202, 2010. a
Reusner, H.: Druckflächenbelastung und Oberflächenverschiebung im Wälzkontakt von Rotationskörpern, 1977. a
Rezaei, A., Guo, Y., Keller, J., and Nejad, A. R.: Effects of wind field characteristics on pitch bearing reliability: a case study of 5 MW reference wind turbine at onshore and offshore sites, Forschung im Ingenieurwesen, 87, 321–338, https://doi.org/10.1007/s10010-023-00654-x, 2023. a, b
Roloff, H., Matek, W., and Wittel, H.: Maschinenelemente: Normung, Berechnung, Gestaltung, in: Viewegs Fachbücher der Technik, 11. durchges. Aufl., Vieweg, Braunschweig, ISBN 3-528-54028-1, 1987. a
Sadeghi, F., Jalalahmadi, B., Slack, T. S., Raje, N., and Arakere, N. K.: A Review of Rolling Contact Fatigue, J. Tribol., 131, 041403, https://doi.org/10.1115/1.3209132, 2009. a, b
Schaeffler Technologies AG & Co. KG: Rolling bearings, Catalogue (HR 1): order number 029679141-0000, https://www.schaeffler.us/us/news_media/media_library/?tab=mediathek-pub&uid=386195&subfilter=app:dc;language-vid:2086;language-pub:2086;mediatyp-pub:all;referencetyp-pub:0 (last access: 4 April 2024), 2019. a
Schwack, F.: Untersuchungen zum Betriebsverhalten oszillierender Wälzlager am Beispiel von Rotorblattlagern in Windenergieanlagen, Dissertation, Leibniz University Hannover, Hannover, https://doi.org/10.15488/9756, 2020. a, b
Stammler, M.: Endurance test strategies for pitch bearings of wind turbines, Dissertation, Leibniz University Hannover, Hannover, https://doi.org/10.15488/10080, 2020. a, b
Stammler, M., Reuter, A., and Poll, G.: Cycle counting of roller bearing oscillations – case study of wind turbine individual pitching system, Renew. Energ. Focus, 25, 40–47, https://doi.org/10.1016/j.ref.2018.02.004, 2018. a
Stammler, M., Thomas, P., Reuter, A., Schwack, F., and Poll, G.: Effect of load reduction mechanisms on loads and blade bearing movements of wind turbines, Wind Energy, 23, 274–290, https://doi.org/10.1002/we.2428, 2020. a
Tallian, T. E.: Simplified Contact Fatigue Life Prediction Model – Part I: Review of Published Models, J. Tribol., 114, 207–213, https://doi.org/10.1115/1.2920875, 1992. a
Venner, C. H. and Hagmeijer, R.: Film thickness variations in elasto-hydrodynamically lubricated circular contacts induced by oscillatory entrainment speed conditions, Proc. Inst. Mech. Eng. Pt. J, 222, 533–547, https://doi.org/10.1243/13506501JET306, 2008. a, b
Wandel, S., Bader, N., Schwack, F., Glodowski, J., Lehnhardt, B., and Poll, G.: Starvation and relubrication mechanisms in grease lubricated oscillating bearings, Tribol. Int., 165, 107276, https://doi.org/10.1016/j.triboint.2021.107276, 2022. a
Weibull, W.: A statistical theory of the strength of materials, Ingeniörsvetenskapsakademiens handlingar, 1939. a
Zaretsky, E. V.: A. Palmgren Revisited – A Basis for Bearing Life Prediction: NASA Technical Memorandum 107440, https://ntrs.nasa.gov/citations/19970025228 (last access: 4 April 2024), 1997. a
Zaretsky, E. V. In Search of a Fatigue Limit: A Critique of ISO Standard 281:2007, Tribology & Lubrication Technology, STLE, 2010, 66, 8, Aug. 2010, 30–40, https://www.stle.org/files/TLTArchives/2010/08_August/Commentary.aspx (last access: 4 April 2024), 2010. a
Short summary
Oscillating bearings, like rotating bearings, can fail due to rolling contact fatigue. But the publications in the literature on this topic are difficult to understand. In order to help people decide which method to use, we have summarized the available literature. We also point out some errors and things to look out for to help engineers that want to calculate the rolling contact fatigue life of an oscillating bearing.
Oscillating bearings, like rotating bearings, can fail due to rolling contact fatigue. But the...
Altmetrics
Final-revised paper
Preprint