End users and OEMs frequently specify “lubed for life” mounted bearings, thinking the lubed-for-life bearings will deliver the same life – without lubrication – as bearings that currently require periodic lubrication. The truth is it depends on many factors, and only a detailed review of the application and testing will provide a more accurate answer.
As a bearing manufacturer, Regal Beloit is often asked why it cannot give a definitive answer. They say that they would love to provide one, but it depends on many variables, even when application data is available.
Bearing manufacturers often provide “lubed for life” mounted bearings with a plug in the housing in place of a grease fitting, and some may add extra grease. In addition, you may see a tapered land design that helps direct lubrication back into the raceway. Then consider certain retainer designs can help a bearing run cooler. Even with these features and a very good seal, the most accurate answer to the question about bearing life still requires a detailed application review and testing. So, before you pull all of your bearing lubrication fittings and plug the holes, you need to understand why this is a gray area.
First, let’s clear up any misunderstanding that “life” means infinite life. Under correct application conditions, properly installed and properly maintained, your mounted bearing’s life is limited to its L10 life or rating life calculated using industry standards.
Grease is the word
Precise answers for bearing life are challenging because L10 life is based on ideal conditions, while real applications seldom duplicate those conditions precisely. A critical element in bearing life is the condition of the grease in the bearing. When the grease fails or gets expelled or contaminated with water, chemicals or foreign matter, bearing failure follows.
Grease is made up of 80 to 90% oil, a thickener (often referred to as “soap”) and additives. The oil provides the protective film between the rolling elements and raceway surface. The bearing will run smoothly until the grease breaks down. As the lubricating film between the rolling elements and raceway degrades, metal-on-metal contact begins.
Grease is affected by application conditions and the environment. Application factors that affect grease life are load, speed, and ambient and operating temperatures. Heavier loads and higher speeds increase bearing internal temperatures, hastening lubricant breakdown. Likewise, two identical bearings under the same loads and speeds will have vastly different grease lifespans when one is in a climate controlled facility, while another is positioned near a 500°F (260°C) oven. A good rule of thumb is that for every 18°F (10°C) of temperature rise, the grease maintenance cycle should double in frequency.
Environment often plays a bigger role in grease life. Is the environment wet, dry, or gritty? Is the equipment washed down – how? What chemicals or cleaners is the bearing exposed to? Is the bearing housing protected from water blasts or foreign material ingress? Does the bearing have appropriate seals?
There are many types of protection for mounted bearings, including protective end caps and backside seals. No single style or seal design is perfect for all applications. Some seals last 10 times longer than others in lab testing, but better sealing typically increases drag and frictional torque, which can be undesirable in some applications. The best seal for a given environment may not always be the best for the application. And even the best seals can be penetrated by overzealous cleaning crews with high-pressure spray equipment.
Even bearings in a parcel distribution center can be contaminated by particles of paper or packaging material dust, and certainly gritty dusts in a wood processing plant, quarry, or grain handling operation require excellent seals – and re-lubrication, if possible.
L10 adjusted and improved
The ABMA provides a means to modify the L10 rating with “adjustment” factors, known as a1, a2, a3 that are applied to the standard L10 value in order to determine an adjusted rating life (Lna). The a1 factor accounts for fatigue life based on reliability other than 90%. The a2 factor accounts for the bearing material. For example, standard bearing quality steel sets a baseline factor of 1.0.
The a3 factor adjusts for operating conditions, such as lubricant quality, presence of foreign matter, conditions that cause changes in material properties, unusual loading or mounting conditions. Mounted bearings are typically slip fitted to the shaft and rely on features such as inner race length and the locking device for support. ABMA recommends an a3 factor of 0.456 for “slip fit” ball bearings. Shock and vibration can act as an additional load over and above the expected applied load, also requiring an a3 life adjustment. Accurate determination of the a3 factor often requires testing and in-field experience.
Protecting and replacing grease
In any given application running side by side, a properly re-lubricated bearing will always outlast a sealed “lubed for life” bearing. Re-lubrication provides fresh grease to the raceway and pushes old or contaminated grease away from the raceway. “Proper” lubrication means to avoid over lubricating and make sure the grease fitting and gun nozzle are cleaned before use.
Re-lubrication may not always be practical. It can be costly and may introduce more problems than no lubrication. But when specifying a “lubed for life” bearing, make sure you understand how your environment and application will affect grease life, because “life” never means forever.