Turbomachinery Laboratory   HOME

Hanyang University Department of Mechanical Engineering

About Dr. Keun Ryu  |  Publications  |  Team  |  Former Students  |  Media

Research  |  Contracts and Grants  |  Consulting services & Short courses  |  Facilities  

Class Notes (Undergraduate)  |  Class Notes (Graduate)


Last revised: Nov. 15, 2023


MEE3044 Lubrication Theory for Turbomachinery 1


1. Class information
  • Class Year and semester: 2022, FALL semester
  • Course No. : MEE3044
  • Course title: Lubrication Theory for Turbomachinery 1
  • Credit-Lecture Hour-Practice Training: 3.00-3.00-0.00
  • Course outline: One Three-hour lecture/week
  • Organizing Department: Mechanical Design Engineering (Graduate School; Class scheduled in ERICA Campus)

2. Instructor information
  • Name: Dr. Keun Ryu
  • Department: Mechanical Design Engineering
  • Email: kryu@hanyang.ac.kr
  • Web: http://turbolab.hanyang.ac.kr/MEE3044.html

  • Office hours: By scheduled appointment (E-mail in advance required)
  • About office hours: This is to encourage individual interaction between the students and the instructor. Students should prepare by organizing questions in advance.

3. Course objective
  This course will provide the fundamentals of the classic lubrication theory of hydrodynamic and hydrostatic lubrication. The instructor will introduce the current applications of modern fluid film bearings.


4. Course Description:
  The following topics will be discussed:
  - Development of Reynolds Equation from Navier Stokes
  - Applications of Reynolds Equation to simple thrust and journal bearings and pads of various geometries
  - Dynamics of a simple rotor-fluid film bearing system

 Prerequisites: Vibrations, Fluid Dynamics, Dynamics

5. Group Project: IC-PBL+ Subject

Problem statement (scenario):
A rigid rotor, 600 lbf (272 kgf), supported on a pair of bearings and a flexible rotor (massless elastic shaft with a point mass 600 lbf (272 kgf) at mid span) supported on bearings will be given. You consider to use 1) plain cylindrical bearing, 2) two pad bearing, 160 degree each, 3) three pad bearing, 100 degree each, and 4) four pad bearing, 70 degree each for each rotor system. All pad bearings have dimensionless preload = 25% and offset = 50% and include the bearing geometry. Operating conditions for the plain bearing geometry will be given. You will utilize a commercial rotordynamics software (XLRotor or DyRoBeS) for this project to calculate the damped eigenvalues (damped natural frequency and damping ratio vs shaft speed) and threshold speed of instability (if applicable).

- Please Model different bearing configurations:
a) elliptical, b) three pad, c) four pad, and d) five pad with various preloads [in dimensionless form: r = 1/3, 1/2, and 2/3] and pad offsets ranging from 0.50 to 0.80.
- Calculate the static and dynamic bearing performance characteristics,
- Graph the journal eccentricity, attitude angle, coefficient of friction, equivalent stiffness, whirl frequency ratio (WFR) versus the Sommerfeld number.

- Determine the imbalance response and note peak values and important variations in critical speed or any other item of interest.

- Present graphs showing these calculated parameters versus bearing configuration studied (for example- bar plots).

The objectives of the current group project are as follows:
- Problem statement

- Literature review about fundamentals of each bearing configuration

- Present a technical report detailing your findings according to the problems given above.

- Which bearing geometry gives the largest (minimum) film thickness and lowest friction coefficient, the smallest response to imbalance, the one with the highest threshold speed of instability?

- How does the WFR change for the bearing configurations studied?

* Please do NOT RUN all configurations described. I expect you to use common sense, engineering reasoning, etc.
 

Rules for Group Formation and Weekly Presentation
- 4~5 students/group
- Group presentation for group assignments: 30 minutes for each group, 20 minute for discussion
- Total #s of Slides: 30 pages
The weekly presentation must show the 1) Problem statement, 2) Goal, 3) Brief introduction, 3) Justification/Motivation, 4) Scope, 5) Tasks, 6) Methodology, and 7) Schedule for the project. Recall Template for weekly task plan.

Need more information about literature review?

- See Guideline for Literature Review

- https://writingcenter.tamu.edu/Grads/Writing-Speaking-Guides/Alphabetical-List-of-Guides/Academic-Writing/Literature-Reviews

- https://youtu.be/9la5ytz9MmM


6. References: ALL Available in Hanyang University Library
  - San Andres, L., Modern Lubrication Theory, Texas A&M University Digital Library, 2010

  - Cameron, A., 1971, Basic Lubrication Theory, Longmans.
  - Khonsari, M. and E.R. Booser, 2017, Applied Tribology: Bearing Design and Lubrication, Third Edition, Wiley, ISBN: 978-1-118-63724-1
  - Hamrock, B. J., 1994, Fundamentals of Fluid Film Lubrication, McGraw-Hill Book Co.

  - Vance, J., 1988, Rotordynamics of Turbomachinery, Wiley, ISBN-10: 0471802581, ISBN-13: 978-0471802587

  - Childs, D., 1993, Turbomachinery Rotordynamics: Phenomena, Modeling, and Analysis, Wiley, ISBN-10: 047153840X, ISBN-13: 978-0471538400
  - Childs, D., 2013, Turbomachinery Rotordynamics with Case Studies, Minter Spring, ISBN-10: 0615852726, ISBN-13: 978-0615852720

7. Grading
Project Presentation (30%), Homework (20%), Mid-term exam (20%), Final Exam (20%), Attendance (5%), Class participation (5%)
Attendance to the lectures is a must for success.


8. Lecture material and topics

 

• Week 1

1. Introduction to Tribology - TED Talks: Tribology by Jennifer Vail

2. Pressure Fields & Fluid Acceleration: https://youtu.be/3PrhJKZorsM

3. Low-Reynolds-Number Flows: https://youtu.be/51-6QCJTAjU →  In particular, see the video from 7:45 to 13:13.


• Week 2 (Sep. 13, 2022)

1. Introduction to Hydrodynamic Lubrication

2.  Reading Assignment 1 (Due: Week 3): Summarize Chapters 6.1 and 6.2 (pp. 189-198)  in "Applied Tribology: Bearing Design and Lubrication, Third Edition".

Submit ppt summary (personal HW)


• Week 3 (Sep. 20, 2022)

1. Review: Fluid mechanics

2. Notice: Quiz for fundamentals (Weeks 5 & 6)
  Study the following chapters in the book titled "Introduction to Fluid Mechanics"
   CHAPTER 5 INTRODUCTION TO DIFFERENTIAL ANALYSIS OF FLUID MOTION (Chap. 5.1 - Chap. 5.4)
→ Week 5
   CHAPTER 8 INTERNAL INCOMPRESSIBLE VISCOUS FLOW (Chap. 8.1 - Chap. 8.3)
→ Week 6
3.  http://rotorlab.tamu.edu/me626/Notes_pdf/Notes00%20Introduction.pdf

4.  http://rotorlab.tamu.edu/me626/Notes_pdf/Microturbomachinery%20Applications%202014.pdf

5. Reading Assignment 2 (Due: Week 6): Fluid film journal bearings → Submit One-page summary (personal HW)
    - Fluid Film Bearing Fundamentals and Failure Analysis (F. Y. Zeidan and B. S. Herbage)
    - Design of Journal Bearings for Rotating Machinery (P. E. Allaire and R. D. Flack)

6. Eigenvectors and eigenvalues: https://youtu.be/PFDu9oVAE-g

7. Fundamentals of some fluid mechanics concepts

  1) An Introduction to Stress and Strain: https://youtu.be/aQf6Q8t1FQE
  2) Eulerian and Lagrangian Descriptions in Fluid Mechanics: https://youtu.be/mdN8OOkx2ko

  3) Understanding Bernoulli's Equation: https://youtu.be/DW4rItB20h4

  4) Understanding Laminar and Turbulent Flow: https://youtu.be/9A-uUG0WR0w

•Week 4 (Sep. 27, 2022)

1. Reynolds equation and application (Special lecture taught by student, Yeseul Kim, using Assignment 1)

2.  Reading Assignment 1 Review

 

• Week 5 (Oct. 4, 2022)

* Quiz: Introduction to Fluid Mechanics

1. Special lecture taught by student, Jihan Kim, regarding Rotordynamics (Ref. Machinery Vibration and Rotordynamics, Chap. 3 pp. 71-85 & Chap. 4 pp. 119-135)

2. The fundamental assumptions and equations of lubrication theory
http://rotorlab.tamu.edu/me626/Notes_pdf/Notes01%20Fundaments%20Lub%20Theory.pdf

http://rotorlab.tamu.edu/me626/Notes_pdf/Notes02%20Classical%20Lub%20Theory.pdf

3. Reading Assignment 3 (Due: Week 7): Bearing dynamic force coefficients, Instability of Rotating Machinery → Submit One-page summary (personal)
    - Review of the Concept of Dynamic Coefficients for Fluid Film Journal Bearings (J. W. Lund)
    - Self-Excited Vibration in High-Performance Turbomachinery (F. Ehrich and D. Childs)

 
• Week 6 (Oct. 11, 2022)

1. Special lecture 2 taught by student, Jihan Kim, regarding Rotordynamics (Ref. Machinery Vibration and Rotordynamics, Chap. 3 pp. 71-85 & Chap. 4 pp. 119-135)

2.  Reading Assignment 2 Review

3.  Reading Assignment 4 (Due: Week 7): Summarize Chapters 5.1 through 5.4 (pp. 161-173)  in "Applied Tribology: Bearing Design and Lubrication, Third Edition". → Submit ppt summary (personal)


• Week 7 (Oct. 18, 2022)

1. Special lecture taught by student, Chanwoo Lee, regarding Thrust Bearings (Refs. Applied Tribology Chap. 7 & Practical Rotordynamics and Fluid Film Bearings Chap. 3.12/Chap. 4.6)

2. Reading Assignments 3 and 4 Review: Fundamentals of Viscous Flow

3. Appendix B Viscosity Conversion in "Applied Tribology: Bearing Design and Lubrication, Third Edition".

4. Chapters 6.5 through 6.7 (pp. 202-211)  in "Applied Tribology: Bearing Design and Lubrication, Third Edition".

5.  Reynolds equation for laminar flow bearings: http://rotorlab.tamu.edu/me626/Notes_pdf/Notes05%20Lects_JBs_and_rotdyns%20presentation%2010.pdf

6. Reading Assignment 5 (Due: Week 8): Summarize Chapters 5.7 through 5.9 (pp. 179-186)  in "Applied Tribology: Bearing Design and Lubrication, Third Edition". → Submit One-page summary (personal)


• Week 8 (Oct. 25, 2022)

1.  Reading Assignment 3 Review

2. Chapters 8.2 through 8.6 (pp. 260-269)  in "Applied Tribology: Bearing Design and Lubrication, Third Edition".

3. Reading Assignment 6 (Due: Week 10): Tilting pad bearings, Squeeze film dampers → Submit One-page summary (personal)
    - Tilting Pad Bearing Design (J. C. Nicholas)
    - Design and Application of Squeeze Film Dampers in Rotating Machinery (F. Y. Zeidan, L. San Andres, and J. M. Vance)

4. Mid-term Exam


• Week 9 (Nov. 01, 2022)

Notice: Quiz for fundamentals (Weeks 12 & 13)
Study the following chapters in the book titled "Mechanical Vibrations, 5th Edition" written by S. S. Rao (2011, Prentice Hall, ISBN 978-0-13-212819-3)
Chap. 2.4 Response of First-Order Systems and Time Constant
Chap. 2.6 Free Vibration with Viscous Damping (Only from 2.6.1 Equation of Motion to 2.6.4 Energy Dissipated in Viscous Damping)
Chap. 2.9 Free Vibration with Coulomb Damping (Only from 2.9.1 Equation of Motion to 2.9.2 Solution)
Chap. 2.10 Free Vibration with Hysteretic Damping
Hint: Please read "REVIEW QUESTIONS"
→ Week 12

Chap. 3.3 Response of an Undamped System Under Harmonic Force
Chap. 3.5 Response of a Damped System Under F(t)=F0e^(iωt)
Chap. 3.6 Response of a Damped System Under the Harmonic Motion of the Base
Chap. 3.7 Response of a Damped System Under Rotating Unbalance
Chap. 3.8 Forced Vibration with Coulomb Damping
Chap. 3.9 Forced Vibration with Hysteresis Damping
Hint: Please read "REVIEW QUESTIONS"
→ Week 13


1. Special lecture taught by student, Kyuman Kim, regarding Hydrostatic Bearings (Refs. Applied Tribology Chap. 10 & Practical Rotordynamics and Fluid Film Bearings Chap. 4)

2. Chapters 8.7 through 8.10 (pp. 269-276)  in "Applied Tribology: Bearing Design and Lubrication, Third Edition".

3. Reading Assignment 7 (Due: Week 12): Parameter Identification → Submit One-page summary (personal)
    - Identification of Dynamic Bearing Parameters: A Review (Tiwari et al.)

• Week 10 (Nov. 08, 2022)

1. Special lecture taught by students, Hyunsung Jung & Homin Lim, regarding Turbulent Effect on Bearing Lubrication

2.  Chapters 8.11 through 8.13 (pp. 276-287)  in "Applied Tribology: Bearing Design and Lubrication, Third Edition".

3. Reading Assignment 8 (Due: Week 14): Parameter Identification → Submit One-page summary (personal)
    - A Review of the Experimental Estimation of the Rotor Dynamic Parameters of Seals (Tiwari et al.)


• Week 11 (Nov. 15, 2022)

1. Special lecture taught by student, Junwon Heo, regarding Tilting Pad Journal Bearings (Refs. Practical Rotordynamics and Fluid Film Bearings Chap. 3.9 & Machinery Vibration and Rotordynamics pp. 185-208)

2. Chapter 8.16 (pp. 300-304)  in "Applied Tribology: Bearing Design and Lubrication, Third Edition".

3. Kinematics of motion in cylindrical journal bearings
4. Static load performance of plain journal bearings


• Week 12 (Nov. 22, 2022)

* Quiz

1. Special lecture taught by student, Minsoo Wee, regarding Squeeze Film Dampers (Refs. Practical Rotordynamics and Fluid Film Bearings Chap. 3.10 & Rotordynamics of Turbomachinery - Vance pp. 234-249)

1. Dynamics of a simple rotor-fluid film bearing system

2. Physical interpretation of dynamic forces for circular centered whirl

3. Hydrodynamic fluid film bearings and their effect on the stability of rotating machinery


• Week 13

* Quiz

1. Special lecture 3 taught by student, Jihan Kim, regarding Rotordynamics (Ref. Machinery Vibration and Rotordynamics, Chap. 3 pp. 71-85 & Chap. 4 pp. 119-135)

2. Review: Chapter 8.7 (pp. 269-270)  in "Applied Tribology: Bearing Design and Lubrication, Third Edition".

3. Liquid cavitation in fluid film bearings

4. About cavitation

  1) https://youtu.be/U-uUYCFDTrc

  2) https://youtu.be/K_w3gcvA87I

 

• Week 14

1. Group project presentation

2. Space Tribology

  1) Design Guide for Bearings Used in Cryogenic Turbopumps and Test Rigs:

 https://ntrs.nasa.gov/api/citations/20200000047/downloads/20200000047.pdf?attachment=true

  2) Small, high-speed bearing technology for cryogenic turbo-pumps: https://ntrs.nasa.gov/api/citations/19750003277/downloads/19750003277.pdf

  3) SSME turbopump technology improvements via transient rotordynamic analysis:

 https://ntrs.nasa.gov/api/citations/19760009087/downloads/19760009087.pdf
  4) Advanced High Pressure O2/H2 Technology: https://ntrs.nasa.gov/api/citations/19850018551/downloads/19850018551.pdf

  5) Solid lubricants for the aerospace industry: https://www.stle.org/files/TLTArchives/2020/08_August/Solid_Lubricants.aspx

  6) Effective Application of Solid Lubricants in Spacecraft Mechanisms: https://doi.org/10.3390/lubricants8070074


• Week 15

  Group project presentation: Review


• Week 16

  Final Exam

 

------------------------

• 2020 Mid-term Project Presentation: EzTomas Review - Personal Presentation (each student presents the progress of the project)

 

• Group project before 2020

1. Read and study the work instructions and manuals (long and short) of the RK4 Rotor Kit.
 

2. Measure the dimensions and masses of all the rotating components and bearings of the Rotor Kit.
 

3. Calibrate the eddy current sensors.
 

4. Assemble the Rotor Kit with Prof. Keun Ryu. DO NOT assemble and/or disassemble the Rotor Kit unless directly instructed to do so.
 

5. Learn usage of 1) IOTech 652u and EzTOMAS DAQ and 2) Data Logger (GL840-WV and its manual) DAQ systems. (1-5: Due on Week 10 - Group)
 

6. Perform coastdown measurements of rotor supported for increasing supply oil pressures and temperatures. Students must measure the shaft diameter and bearing diameters after each test is completed. (Due on Week 12 - Group)
 

7. Prepare technical presentation on the results.   (6-7: Due on Week 14 - Group)


 1) The presentation must include

  - description of the test rig and bearings including dimensions;

  - description of the major test results supported by Bode (both with and without slow roll compensation) and Waterfall plots (See Ref. 1, pp. 13-21);
  - identification of damping ratios and critical speeds (See Ref. 2, pp. 18-22);

  - whirl and whip characteristics (See Ref. 3, pp. 39-42); and

  - conclusions.

 

    Refer the articles taken from Bently Nevada Orbit Magazine for more information about slow roll vibrations: Slow-Speed Vibration Signal Analysis, Understanding and Mitigating Shaft Runout.


 2) In the presentation, please report the rotor responses with the oil whirl and whip for various oil pressures and oil temperatures to determine their effects on bearing stiffness and damping coefficients.

   Note that oil whirl and whip are important instability phenomena associated with rotors supported by fluid film bearings. (See some examples: https://youtu.be/Mw0kUVhKTo0)

 

    Useful data presentation references: Orbit Plots-Centerline Diagram


 3) In the presentation, please report the heavy and high spots with the measured phase angles. Refer "Rotor Balancing Tutorial" written by Kelm et al. 2016 Turbomachinery and Pump Symposia.

 

    I recommend you to read "Writing Technical Memos" and "What makes a good technical report?" written by Dr. Luis San Andres before you begin your task.


• Assignments (before 2020)

  Reading Assignment (Due: TBD): Stability of Rotor-Bearing system
    - Rotor-Bearing Stability (E. J. Gunter)
   
  Reading Assignment (Due: TBD): Fluid inertial effects
    - Turbulent Hybrid Bearings With Fluid Inertia Effects (L. San Andres)

    - A Bulk-Flow Theory for Turbulence in Lubricant Films (G. G. Hirs)


• Further reading materials
- Pinkus, O., 1987, “The Reynolds Centennial: A Brief History of the Theory of Lubrication,” ASME Journal of Tribology, Vol. 109, pp. 1-20.
- Lund, J.W., 1987, “Review of the Concept of Dynamic Coefficients for Fluid Film Journal Bearings”, ASME Journal of Tribology, Vol. 109, pp. 37-41.
- Allaire, P., and R.D. Flack, 1981, “Design of Journal Bearings for Rotating Machinery,” Proceedings of the 10th Turbomachinery Symposium, pp. 25-45.
- Zeidan, F., and B. Herbage, 1991, “Fluid Film Bearing Fundamentals and Failure,” Proceedings of the 20th Turbomachinery Symposium, pp. 161-186.
- Braun, M.J, and Hannon, W.M, 2010, “Cavitation formation and modeling for fluid film bearings: a review,” Proc. IMechE Vol. 224 Part J: J. Engineering Tribology, JET772, pp. 839-871.
- Klitt, P., and J.W. Lund, 1986, “Calculation of the Dynamic Coefficients of a Journal Bearing Using a Variational Approach,” ASME Journal of Tribology, Vol. 108, pp. 421-425. 

 

------------------------

Group Project (2018 FALL)

Team 1 ~ Team 4: Turbocharger Bearings Analysis (60 min/each team w/ Q&A)

 The main parameters which you should use for your study are:
  1) plain cylindrical bearing
  2) two pad bearing, 160 degree each
  3) three pad bearing, 100 degree each
  4) four pad bearing, 70 degree each
  - All pad bearings have dimensionless preload = 25% and offset = 50%.
  - Use SAE0W30 oil
  - Use imbalance from 0.1 g-mm to 0.5 g-mm (phase angle: in-phase or out-of-phase)

Team 5 (Personal):

   Please read the papers below very carefully and present the summary for each paper (overall 60 min w/Q&A).

    - Design and Application of Squeeze Film Dampers in Rotating Machinery (F. Y. Zeidan, L. San Andres, and J. M. Vance)

    - Application of High Speed and high performance fluid film bearings in rotating machinery (F. Y. Zeidan and D. J. Paquette)

    - Annular Gas Seals and Rotordynamics of Compressors and Turbines (D. W. Childs and J. M. Vance)

 


Copyright (c) 2023 Turbomachinery Laboratory at Hanyang University. All right reserved.

Flag Counter