Experimental Study on the Dynamic Characteristics of Needle Roller Bearings Under Periodic Impact Load
Needle roller bearings are characterized by rolling elements with relatively high length-to-diameter ratios and are widely used in mechanical systems with limited radial installation space. In gear transmission systems, periodic impact loads induced by gear meshing may be superimposed on steady radial loads, thereby altering the dynamic response of the bearing. However, the effects of the amplitude and frequency of periodic impact loading on the dynamic characteristics of needle roller bearings remain insufficiently understood. In this study, a needle roller bearing test rig capable of applying periodic impact loading was developed, and a multi-sensor measurement system was configured to measure outer-ring vibration, inner-ring motion, cage motion, and the friction torque of the bearing system. Dynamic tests were conducted under different amplitudes and frequencies of periodic impact loading. A reduction in bearing motion stability was observed under periodic impact loading, as evidenced by increased outer-ring vibration and enlarged cage motion in both the horizontal and vertical directions. As the loading amplitude increased, the RMS values of outer-ring acceleration, inner-ring displacement, and cage displacement increased, while an increase in the mean friction torque was also observed. The inner-ring trajectory expanded along the loading direction, and the whirling range of the cage trajectory increased. As the loading frequency increased, the RMS values of outer-ring acceleration, inner-ring displacement, and cage displacement increased, and the mean friction torque increased. In contrast, the whirling range of the cage trajectory decreased. These findings clarify the distinct effects of periodic impact-loading amplitude and frequency on bearing vibration, internal motion, and friction-torque characteristics and provide experimental support for the dynamic performance evaluation of needle roller bearings under impact conditions.
Authors
- Jingyu Zhai (ORCID: https://orcid.org/0000-0001-9256-5575)
- Xu Zhang (ORCID: https://orcid.org/0000-0001-7924-9527)
- Zhihao Zan
- Libin Xuan
- Baogang Wen
Institutions
- Dalian University of Technology (CN)
- Dalian Polytechnic University (CN)
Publication Details
- Journal
- Lubricants
- Published
- 2026-08-26
- DOI
- https://doi.org/10.3390/lubricants14090332
- Primary Topic
- Gear and Bearing Dynamics Analysis
- Type
- article
- Field-Weighted Citation Impact
- 0.00
Funders
- Department of Education of Liaoning Province
- Department of Science and Technology of Liaoning Province