by Daniel Mays Daniel Mays No Comments

Maintenance-Free Polymer Bearings: PV Limits Are the Start, Not the Spec

Maintenance-free polymer bearings live or die by four factors that PV just does not capture. PV limits are often treated as the defining metric for polymer bearings, and while PV is an excellent quick screening tool during the early stages of the design process, there is more involved. In fact, there is a disconnect between betweeb the published PV ratings and real-world performance.  And that is the topic of this blog post.

What Maintenance-Free Polymer Bearings

One of the common reasons that polymer bearings made from materials like PTFE are used for bearings is their maintenance-free aspects. PTFE leaves a transfer layer on the counterface materials that serves as a dry lubricant. However, maintenance-free does not mean that the bearing has an infinite life, experiences zero wear, or is immune to environmental contaminants. 

The Limits of PV Limits in Maintenance-Free Polymer Bearings

The PV limit is a thermal ceiling for bearings, representing the maximum combination of load and speed a material can withstand before it is destroyed by friction and heat. The PV limits for materials are determined using test rigs in highly controlled operating conditions that usually do not represent actual working conditions. In addition, PV values represent average conditions and do not capture material reactions to transient or local events.

Counterface Material for Maintenance-Free Polymer Bearings

A key aspect of maintenance-free polymer bearing performance is the counterface material, including its hardness, roughness, and metallurgy. For example, the counterface metallurgy and hardness must be sufficient to resist corrosion and scratching. Additionally, surface roughness must fall within a specific range. A shaft that is too rough acts like a file, while one that is too smooth generates excessive heat and friction because the polymer is not able to achieve a transfer film on the counterface.

Before going into the details of which counterface material will be used with the polymer bearings, the general material category must be determined. Note that a polymer bearing may meet PV limits on one shaft material and fail early on another. PV ratings are almost always derived using a polished, hardened carbon steel shaft, and if you change the shaft material, then you change how the system will handle beat and abrasion. This means that a bearing that works on steel might not work well on stainless steel, even when the pressure and speed are the same. Because of this, counterface selection should be treated as part of the bearing specification.

Edge Loading and Real Geometry Effects

In the real world, assemblies will rarely achieve a perfect load distribution, and that makes edge loading an issue. Edge loading leads to localized pressure spikes that exceed the normal PV, even though the average PV might look acceptable. Edge loading can be caused by several factors, including shaft deflection, housing tolerances, thermal distortion, and misalignment. One solution is to use shorter bearings to reduce the risk of edge loading, but that is not always possible. Other strategies can focus on geometry mitigation efforts, such as chamfers, lead-ins, and housing geometry.

Thermal Path: The Hidden Limiter

If there is any sliding contact, frictional heat will be generated. One difference between metals and polymers is polymers’ insulating nature. This means that polymer bearings depend on surrounding hardware to remove the heat that is generated. This problem can lead to accelerated creep, wear, and loss of dimensional stability. For that reason, it might be wise to compare metal housings to polymer housings in terms of thermal performance. Again, PV ratings assume ideal conditions with adequate heat dissipation, which may not occur in service.

Contaminants: The Variable That Breaks Assumptions

Bearings of all types can be compromised by physical contamination, and this can be especially true for maintenance-free polymer bearings. Common contaminants include dust, grit, process debris, and even fibers. And such contaminants can lead to serious abrasive damage if measures are not taken to prevent them — and PV testing rarely reflects contaminated environments. Fortunately, there are numerous measures that can be taken to mitigate the ingress of contamination, including shielding and seals.

Conclusion

PV limits are an entry condition, not a design guarantee. They must be designed as part of a system, with consideration given to load distribution, thermal effects, and the operating environment. Maintenance-free polymers must be designed with the counterface material, edge loading effects, geometric effects, thermal issues, and contamination all accounted for to truly take advantage of the host of benefits that maintenance-free polymer bearings provide. 

If you are working on a design that can benefit from the use of maintenance-free polymer bearings, contact the experts at Advanced EMC today

by Daniel Mays Daniel Mays No Comments

Surface Finish, Hardness, and Coatings: The “Quiet” Variables That Make PTFE Rotary Seals Live or Die

PTFE rotary shaft seals behave very differently from their elastomeric counterparts. Because one of their primary mechanisms is transfer film, they have different requirements related to the mating surface to achieve a successful solution. This blog post looks at three key factors that impact the performance of PTFE rotary shaft seals: surface finish, hardness, and coating.

Surface Finish

For PTFE rotary shaft seals, surface finish is extremely important. To achieve the least possible friction with a PTFE seal, the mating surface needs a specific texture. The mating surface must be rough enough to abrade a microscopic amount of PTFE to form a transfer film during the break-in period. This transfer film achieves a PTFE-on-PTFE effect, resulting in extremely low friction. 

If the surface finish is too smooth, on the order of <2µm Ra, the transfer film will not adhere. To make matters worse, the seal lip will hydroplane, experience stick-slip friction, and generate significant heat that can char the lip.The surface finish can be too rough, as well. If the surface is > 4µm Ra, the shaft will act like a file, abrading the seal lip faster than the transfer film can form. This damages the seal itself and causes leakage.And while Ra is key, Rs (Skewness) is also important. The goal is to achieve negative skew so the surface has plateaus and valleys rather than sharp peaks that can slice the seal. 

In addition, if the shaft is finished using a standard turning process, it may look perfect, but result in mysterious leaks. During standard turning, microscopic helical grooves are left in the shaft material. The grooves are like the threads of a screw, and during rotation they can pump oil under the seal through this micropump effect. The industry standard for PTFE is a plunge-ground finish, which ensures that marks from turning and grinding are circumferential, eliminating the pumping effect. 

Hardness

PTFE is a soft material that normally would not damage a metal surface, but virgin PTFE is rarely used for a rotary shaft seal. In such cases, PTFE is filled with glass fibers, bronze, carbon, or graphite — all abrasive fillers — to improve structural integrity and sealing performance. If the shaft is softer than these fillers, the seal will wear a groove into the shaft and leak. To prevent this, experts recommend a mating surface with a hardness of 55-65 HRC (Rockwell C).

Surface Coatings

Surface coatings on the mating surface are often used to achieve the required hardness or to repair a worn shaft, but this can lead to issues if not done correctly. PTFE is an excellent thermal insulator, and PTFE rotary shaft seals depend on the shaft to conduct away the heat generated by friction. Some ceramic coatings are also thermal insulators, and when used they can trap heat at the seal interface. This can lead to a rise in temperature that softens the PTFE and leads to seal failure.

For such reasons, many engineers will use hard chrome as the shaft coating because it is both hard and thermally conductive. Another option is DLC (Diamond-Like Carbon), which has sufficient hardness to prevent grooving and an extremely low coefficient of friction that significantly reduces heat buildup at the lip of the PTFE seal.

Conclusion

Because PTFE rotary shaft seals are fundamentally different from their elastomeric counterparts, they have different requirements for the mating surface. For a successful sealing solution, engineers must consider the surface finish, hardness, and coatings or run the risk of leaks.
If you need a dynamic sealing solution, consider PTFE rotary shaft seals. Contact us today to learn more about your options and how Advanced EMC can support you design needs.