The Effect of Defect Size and Location in Roller Bearing Fault Detection: Experimental Insights for Vibration-Based Diagnosis

In rotating machines, any faults in anti-friction bearings occurring during operation can lead to failures that are unacceptable due to considerable downtime losses and maintenance costs. Hence, early fault detection is essential, and different vibration-based methods (VBMs) are explored to recognise incipient fault signatures. Based on rotordynamics, if a bearing defect causes metal-to-metal (MtM) impacts during shaft rotation, the impacts excite high-frequency resonance responses of the bearing assembly. The defect-related frequencies are modulated with the resonance responses and rely on signal demodulation for fault detection. However, the current study highlights that the bearing fault/faults may not be detected if the defect in a bearing is not causing MtM impacts nor exciting the high-frequency resonance of the bearing assembly. In a roller bearing, a localised defect may maintain persistent contact between rolling elements and raceways, thereby preventing the occurrence of impulse vibration responses. Due to contact persistence, such defects may not generate impact and may not be detected by existing VBMs, and the bearing could behave as healthy. This paper investigates such specific cases by exploring the relationship between roller-bearing defect characteristics and their potential to generate impact loads during operation. Using an experimental bearing rig, different roller and inner-race defects are presented while their fault characteristic frequencies remain undetected by the envelope analysis, fast Kurtogram, cyclic spectral coherence, and tensor decomposition methods. This study highlights the significance of both the dimension and location of defects within bearings on their detectability based on the rotordynamics concept. Further, simple roller-beam experiments are carried out to visualise and validate the reliability of the experimental observations made on the roller bearing dynamics.