1. Introduction
Nowadays, with the continuous improvement of the machining industry, the requirement for rotary precision is gradually improved. Especially, application in the precision CNC lathe or grinder hydrostatic spindle. Under the conditions of high-precision rotation and reduced temperature rise, the obtained higher film stiffness property becomes more and more important in hydrostatic bearings.
Many researchers have realized that surface structures have an influence on the surface contacts, in 1996 Etsion’s group began to study the surface microtexture configuration [
1,
2,
3], and they used mathematical methods to investigate the hemispherical dimples property on the surface. They concluded that a proper texture size can increase the load capacity and local cavitation phenomenon was found in their many experiments and analyses. De Kraker et al. described the micro–macro multiscale method to explain the relationship between a surface pocket and a thrust face [
4]. Saravi and Cheng reviewed various analysis methods for textured surfaces and particularly analyzed the surface microtexture modifying the Reynolds and Navier–Stokes equations. It is found that when the surfaces were in contact, the cavitation and pressure fluctuation were caused by the flow effect and extrusion effect in the microtexture [
5]. Pei and Ma et al. [
6,
7] proposed the finite cell method to improve the computational efficiency and accuracy between the different scales of the bearing surface and surface texture. Brizmer et al. [
8] based on cavitation and inertia influence, studied the micro-dimples with full bearing and a portion of the bearing; they found that the micro-dimples can improve the bearing capacity parallel thrust surface, and the height of the dimple is the same with an oil film. Tønder et al. [
9,
10] thought that the textured area has a larger average film thickness than the non-textured area, approximating a step or pocket can effectively improve the local carrying capacity. The textured areas have other advantages; they act as small reservoirs to reduce local wear. Brunetière et al. [
11] studied the surface texture with numerical analysis, they concluded that compared to a rough surface, texture surfaces have different performances due to cavitation. When the texture density value is higher than 0.1, and the aspect ratio is higher than 0.04 there is a reduction in friction.
Therefore, most studies have contributed to finding optimal values for those parameters [
12]. Yu et al. [
13] studied three different microtexture shapes (circular, triangular and ellipsoidal). In the same texture area
Atex, density and depth, they simulated a single cell of texture by the non-mass-conserving Reynolds equation. Compared with each other they found that the elliptical shapes obtain more load capacity. Qiu et al. [
14] considered six different texture shapes (spherical, ellipsoidal, circular, elliptical, triangular, and chevron-shaped). They concluded that the ellipsoidal shape results in the highest load-carrying capacity, but considering the difficulty of processing, the circle microtexture dimple is preferred. However optimal geometry and density are found to be almost independent of the operating conditions. Nanbu and Shen et al. [
15,
16] studied different texture bottom shapes by applying the elasto-hydrodynamic lubrication method; they found that the micro steps increase film thickness.
With computing ability and accuracy improved, more and more scholars used computational fluid dynamics (CFD) methods for research [
17,
18,
19]. Thus, some parameter conditions should not be ignored, such as inertial force, surface texture, micro vortex and viscosity-temperature characteristics. Therefore, the problems existing in the actual working conditions can be explained. Shi et al. [
20] investigated the effects of groove textures on fully lubricated sliding with a two-dimensional CFD model, they found that increasing the number of textured and reducing the groove size enhanced the overall load capacity but had little effect on the friction coefficient and temperature. Dobrica and Fillon et al. [
21] found that it is necessary to consider the influence of inertia on the thrust bearing performance when calculating the relative motion of the two texture surfaces. Buscaglia et al. [
22,
23] studied the static characteristics effect of thrust bearing with periodic texture, the structural parameters of the thrust bearing were optimized and the influence of the surface texture on the bearing performance was discussed by using the CFD methods. However, most scholars only focus on the improvement of bearing capacity, but the influence of the viscosity and temperature distribution characteristics on the bearing performance is not considered.
In order to improve bearing performance and reduce deformation and wear caused by high local temperature, this paper systematically investigated the effects of surface texture on the performance of the hydrostatic thrust bearing and the corresponding hydrostatic spindle for an ultra-precision grinding machine. Considering the influence of the thermo-characteristics on the thrust bearing, the shape and size of the surface texture on thrust bearing surfaces are optimized by the simulation results, and further supported and evidenced by some experimental results and application trials.
2. Thrust Bearing of the Ultra-Precision Spindle and Its Geometry
The subject of investigation is the thrust face of a hydrostatic bearing in an ultra-precision grinder spindle; the bearing of the present study is a four-pads thrust bearing, shown in
Figure 1. The initial surfaces of the rotor and the pads are parallel, the upper and lower surfaces are relatively static; they can support the hydrostatic bearing. The 2 MPa oil is supplied to the pad through the oil supply port, and the oil film thickness is formed between the thrust pad and the spindle to play the role of lubrication and support.
We study the influence of different configurations of the micro-texture of the thrust surface on the spindle performance, especially temperature. In this paper, four different structural forms (square, cylinder, dimple, and isosceles triangle) are used for thrust surfaces, as shown in
Figure 2 and
Figure 3. The thickness is mainly divided into three parts the oil pad thickness (
hpad) is 0.7 mm the oil film thickness (
hoil) is 0.02 mm, and the thickness of micro-texture (
htex) is 0.02 to 0.1 mm. In this paper four different surface microstructures were discussed, the cylinder texture and the dimple texture diameter (
dtex) are 1 mm, the square texture side length (
a) is 1 mm, the isosceles triangle texture bottom side length (
a) is 0.5 mm and height (b) is 1 mm.
The outer diameter of the thrust bearing (D) is 136.8 mm, the inner diameter of the thrust bearing (d) is 93 mm. As the spindle is rotating at high speed, the oil inlet and oil pad are biased 25% toward the center. the outer diameter of the annular recess (D1) is 115 mm, and the inner diameter of the annular recess (D2) is 102 mm. The oil inlet diameter (D0) is 3 mm, the oil inlet length (L) is 2.5 mm, orifice length (l) is 2 mm.
In the enlarged view of the texture area which is shown in
Figure 2, the red area is the effective bearing area, and the blue area is the textured area.
φ1 is the angle between the pressure inlet and the 1/4 oil film boundary, and
φ2 is the angle between the pressure inlet and the oil pad boundary. R
1 is the outer radius of the effective bearing area, R
2 is the inner radius of the effective bearing area, and R
3 is the inner radius of the textured area.
4. Results and Discussion
The square microtextured structures are usually made in contrast to other configurations because this shape facilitates the numerical calculation between the microtexture boundary and the oil film boundary. In this paper, the pressure and temperature distribution contours were calculated, with the pressure inlet being 2 MPa, the rotational speed being 2000 rad/min and the texture height being 0.02 mm, as shown in
Figure 9a,b. The maximum pressure is distributed at the inlet position and spreads outward through the oil pad, the average pressure is 1.56 MPa, mainly concentrated in the oil pad position. In the textured area, it is found that a large number of pressure perturbation phenomena are produced around the microtexture and the pressure is diffusing into the outlet gradually, by calculating it, we obtain an average pressure of 1.69 MPa. The initial temperature is 296 K in the inlet position, and the maximum temperature is 307 K, which occurred in the outlet position. An enlarged view of the temperature of the textured area is shown in
Figure 9d; the maximum temperature of the textured area is 298.12 K lower than the average temperature of the oil film.
The node pressure and temperature along the bottom slice line of face A-A for different height square shape microtextures are depicted in
Figure 10. The node position from 58 to 68 is the texture area, and it can be found that the oil supply pressure of 2 MPa gradually spreads from the oil inlet position to both outlet sides, the pressure distributions are almost equal on the orifice inner side; in the microtexture area, the different pressure distribution varies with height. Average pressure in textured area with various heights has the following relation:
htex = 0.04 >
htex = 0.02 >
htex = 0.06 >
htex = 0.08 >
htex = 0.10. However, the effect on the oil film temperature is very obvious; the overall temperature curve shows an upward trend at node positions 58 to 68. From the texture height
htex = 0.02 to 0.10 mm, the temperature curve fluctuates significantly. This is due to the micro-vortex phenomenon and local cavitation phenomenon of the micro-texture. Average temperature in the textured area with various height has the following relation:
htex = 0.02 >
htex = 0.08 >
htex = 0.06 >
htex = 0.10 >
htex = 0.04.
Cylindrical microtextures have been widely studied and reported by scholars, due to them being simple and easy to manufacture. Meanwhile, the high-speed motion in the rotation plane is not susceptible to shear resistance. The calculated results are shown in
Figure 11, the cylindrical average pressure is 1.57 MPa, compared to the square microtexture higher 6.4%. The highest temperature of the oil film is 307 K, also concentrated at the outlet in the no microtexture area, but the average temperature is 297.45 K lower than the square type. In particular, the microtexture area has a temperature of 297.24 K, lower than the square microtexture. The calculation shows that the cylindrical microtexture outperforms the square microtexture structure from the pressure and oil temperature analysis.
The node pressure and temperature along the bottom slice line of face A-A for different height cylindrical shape microtextures are depicted in
Figure 12. The fluctuations in the pressure distribution within the microtexture region were more averaged compared to the square type, and fluctuations is small when entering the first microtexture region occurred. It can be found that in
Figure 12b, the pressure of
htex = 0.02 mm is different from other heights near the node positions 59 and 66, although the average node pressure is essentially the same. The average pressure in texture area with respect to various heights has the following relation:
htex = 0.04 >
htex = 0.02 >
htex = 0.08 >
htex = 0.10 >
htex = 0.06. The temperature distribution is basically the same, but the temperature curve tends to rise first and then fall. This indicates that the microtexture structure changes the temperature distribution in the oil film in the textured area. Through the calculation, the maximum average temperature (298.52 K) is
htex = 0.10 mm. It can be concluded that the pressure fluctuation range in the cylindrical microtexture regions is smaller than in the square type, with an average pressure of 1.57 MPa. The greater the microtexture height the more obvious the node pressure fluctuation situation. Changing the cylindrical microtexture height had little effect on temperature changes, but better compared to the square type, especially at nodes 58 to 68 average is 297.43 K. The average temperature in texture area with respect to various height has the following relation:
htex = 0.02 >
htex = 0.04 >
htex = 0.06 =
htex = 0.10 >
htex = 0.08.
The microtexture of the dimple shape is widely used in high-speed spindle surfaces to reduce the friction coefficient and increase the lubrication effect. Similar to the cylinder shape, the oil film shear force is not easily received during the high-speed rotation process. The calculated results are shown in
Figure 13. It can be found in
Figure 13 that the average pressure is 1.54 MPa. It is lower than the above two types but close to the pressure without the microtexture. From the distribution contours, we can find that the pressure and temperature are closer to the initial model without the microtexture in the texture area. the average temperature is 297.47 K.
The node pressure and temperature along the bottom slice line of face A-A for different height dimple shape microtextures are depicted in
Figure 14. It can be found that the dimple shape is the closest to the initial model. It is also not difficult to see from the pressure curve that the pressure gradient between the node positions 58 to 68 is slowly decreased, and is not affected by the microtexture. The average pressure in the texture area with respect to various height has the following relation:
htex = 0.04 >
htex = 0.06 >
htex = 0.02 >
htex = 0.08 >
htex = 0.10. The height variation of the texture also had little effect on the overall pressure distribution. However, the higher the microtexture height, the more obvious the oil film temperature curve fluctuates. The average temperature in texture area with respect to various height has the following relation:
htex = 0.10 >
htex = 0.08 >
htex = 0.06 >
htex = 0.04 >
htex = 0.02.
The isosceles triangle microtexture structure is usually used in ultra-high speed gas thrust bearings, The top Angle of the triangle is along the direction of rotation, thus minimizing axial resistance. However, it is rarely used in hydrostatic spindles because of its complex calculation and difficult processing. The calculated results are shown in
Figure 15, it can be found in
Figure 15 that the average pressure is 1.56 MPa. It is the largest of the four structures. Especially in the case of high-speed hydrostatic bearings, It is not difficult to see from the figure that triangular microtexture plays a great role in pressure diffusion. The average temperature inside the oil film is 297.45 K, which is the same as the cylinder type, but the average temperature in the microtextured region is 297.10 K, which is 0.47% less than the cylinder shape microtexture.
The node pressure and temperature along the bottom slice line of face A-A for different height isosceles triangle microtextures are depicted in
Figure 16. It can be found that different microtexture heights have different pressure gradients along the section, compared with the square and cylinder, the overall pressure gradient fluctuation amplitude is small,
htex = 0.08 and
htex = 0.10 pressure distribution is better than others. The average pressure in texture area with respect to various height has the following relation:
htex = 0.10 >
htex = 0.08 >
htex = 0.06 >
htex = 0.02 >
htex = 0.04. Between node 58 and 68, the average temperature showed a downward trend after mister, and the highest temperature was 304.58 K near node 64. The average temperature in texture area with respect to various height has the following relation:
htex = 0.02 >
htex = 0.04 >
htex = 0.08 >
htex = 0.10 >
htex = 0.06.
In order to reflect the influence of different heights on the four surface textures more intuitively, The relationship about average pressure and average temperature in the effective bearing area are shown in
Figure 17. As discussed above, the best results are obtained when the surface texture height is between 0.02 and 0.04.
5. Experimental Evaluation and Validation
In order to verify the effectiveness of the CFD simulations, four surface microtextures with different configurations were measured under actual working conditions. A schematic diagram of the overall structure of the experimental bench is shown in
Figure 1 and
Figure 2. The Kollmorgen frameless motor in the base provides power for the spindle rotation, its maximum speed is 8000 r/min.
In this paper to study the effect of different surface microtextures on bearing performance more accurately, the surface microstructure of the thrust surface of the spindle on the experimental table was processed without considering the gravity and external load force of the spindle. In
Figure 18 and
Figure 19, the oil supply pressure is 2 MPa, and the rotational speed is 2000 rad/min. Due to the thickness of hydrostatic oil film being 20 μm, it is difficult to directly measure the shear stress, pressure distribution, velocity magnitude and flow characteristics of the oil film surface. The experimental bench is equipped with SMC temperature and pressure sensors on the end face of the oil film.
The oil film stiffness is measured by indirect measurement, By adjusting the oil film gap on the thrust surface to decrease by 1 μm and measuring the bearing capacity change of the oil film on the thrust surface, the oil film stiffness can be indirectly measured at a 1 μm change. In this experiment, the TESA-TT80 inductor micrometer is used to measure the change in the oil film displacement. The range of the inductor probe is ±2000 μm, and the resolution is 0.01 μm.
The comparison between the measurement results and the CFD simulation results in this paper is shown in
Table 2. In order to achieve accurate measurement in the experiment and reduce measurement errors, each surface microtexture is sampled five times under the same working condition and the average value is taken. The experimental results are lower than the CFD simulation results, this is because of the error caused by the loss of uncontrollable factors. It can be found from
Table 2, that the errors between the CFD simulation results and the experimental data are very small, validating that the CFD simulation results of this paper are acceptable, and the error is within 5%, and therefore, statistically significant.
It is not difficult to see from the experimental results that the cylindrical microstructure is more suitable for the actual working conditions given in this paper. It can improve the bearing capacity, and effectively reduce the impact of temperature on the oil film.
6. Conclusions
In this paper, the parameters of micro-texture on the thrust bearing surfaces of the high-speed hydrostatic spindle are systematically investigated and analyzed by considering viscosity-temperature characteristics. The CFD simulations are developed to calculate the average surface pressure and temperature distribution in the effective bearing area. The results show that the surface microtexture can effectively homogenize the pressure and temperature distribution in the bearing area and prevent high pressure and temperature concentration.
The surface texture height is set up at 0.02 mm, 0.04 mm, 0.06 mm, 0.08 mm and 0.10 mm, respectively, which are one to five times the oil film thickness in the comparative investigation. By changing the microtexture height, the variation trends of the pressure and temperature distributions at four texture configurations are further evaluated and assessed, and the following conclusions are thus drawn up:
- (1)
The meshes in the microtextured area are processed by increasing the local meshes, which can help quickly and effectively compute the performance of the hydrostatic bearing oil film combined with the viscosity-temperature characteristics. Compared with the numerical method, it is more flexible in dealing with boundary conditions, especially the division and calculation of oil film boundaries with surface textures.
- (2)
Compared to the ‘perfectly’ smooth surface, it is found that the surface microtexture has the effect of improving the pressure and temperature distributions at the bearing interfacial surfaces. Microtexture can make the oil film average pressure of the high-speed hydrostatic spindle increase by almost 10% and the temperature decrease by 2~3%. It is evidenced that the surface microstructure can change the temperature distribution in the bearing area and further improve the average pressure in the area.
- (3)
Four different configurations (or shapes) of surface microtextures contribute to the bearing performance, the square shape and isosceles triangle shape microtextures have a good effect on reducing the oil film temperature. However, from the stability of the spindle motions, the fluctuation in the pressure helps to reduce the temperature, but it affects the error motions of the ultra-precision spindle and causes vibrations in the thrust surface. Therefore, it is less satisfactory to use the cylindrical shape and the dimple shape.
- (4)
The variations in the microtexture height under the same shape have an effect on the spindle performance. However, it does not obtain better performance when increasing the microtexture height, while it depends on the fluctuation of the oil film at the node position. By comparing the different heights of the four shapes, it is found that in order to reduce the temperature and improve the bearing loading capacity, the height of the microtexture should be one to two times the thickness of the oil film (htex = 0.02 mm or htex = 0.04 mm).