Mathematical Model and Theoretical Investigation of the Performance
of Journal Bearing using a discretized Reynolds Lubrication Equation
with Finite Width
MUHAMMAD MUSTAFA GOGAZEH*, HASAN ABDELRAZZAQ AL DABBAS,
NABIL WANAS MUSA
Department of Mechanical Engineering,
Philadelphia University,
Jarash road, Amman,
JORDAN
*Corresponding Author
Abstract: - Hydrodynamic journal bearings are widely used for a large number of applications such as rotating
turbo machinery, axial flow compressors, axial flow turbines, and internal combustion engines. These types of
journals are used to support high loads high speed rotating turbo machinery elements mainly shafts and
attached components and also for enhancing the quality of these machines. In this work, the importance of
journal bearing and an overview of the Reynolds hydrodynamic equation in three dimensions have been studied
using the Boundary Value finite-difference method. The second-order nonlinear partial differential equation
has been solved using numerical iterations approach with MATLAB software. The numerical solution of the
transient Reynolds equation has been studied to investigate the Pressure distribution, pressure gradient as well
film lubricant thickness on journal bearings. A numerical solution using ANSYS FLUENT has been applied to
investigate the main parameters that have the main influence on the performance of the journal bearing and
bearing performance.
Key-Words: - journal bearings, hydrodynamic, Reynolds equation, rotating shafts.
Received: April 19, 2023. Revised: November 9, 2023. Accepted: December 8, 2023. Published: December 31, 2023.
1 Introduction
The main purpose of journal bearings is to support
rotating shafts in a large number of applications
mainly turbo machinery, crankshafts, and camshafts
applications such as in internal combustion engines,
axial flow compressors, and axial flow turbines,
[1].
Both laminar and turbulent flow regions
between rotating and stationary elements are
governed by complex three-dimensional Nervier
stokes equations in both Cartesian cylindrical
coordinates and sometimes there is a special need
for body-fitted coordinates which need special
transformation equations, [2].
The main design parameters of journal bearings
are lubricant type, temperature variation between
the journal and the shaft, coefficient of friction,
lubricant volumetric flow rate, type of load, and
minimum film thickness, [3].
Three dimensional Reynolds equation for plane
slider bearing has been used. The bearing curvature
effect has been neglected which means a plane
journal bearing where there is a pressure gradient in
both radial and tangential directions only exists.
Minimum film thickness, maximum operating
temperature, and minimum design factor of safety at
running load are the most important design
parameters that should be considered, [4].
A steel base metal journal bearing is the most
popular type and it has a bore equal to the nominal
diameter of the shaft diameter plus the desired
tolerance.
During the start, there is metal-to-metal contact
and excessive vibration and heat generation due to
this contact limiting the life of the bearing. The
main advantage of a journal bearing is to dissipate
the generated heat from contact surfaces, especially
at high speeds. Journal bearings are also used to
minimize the damping effect for rotating shafts, and
motors and also have a great ability to take up shock
and vibration and also to minimize the noise of
moving machine parts, [5]. Metal-to-metal contact,
lubricant working temperature, start-up friction
factor, and eccentricity effect at high speed, all these
WSEAS TRANSACTIONS on APPLIED and THEORETICAL MECHANICS
DOI: 10.37394/232011.2023.18.31
Muhammad Mustafa Gogazeh,
Hasan Abdelrazzaq Al Dabbas,
Nabil Wanas Musa
E-ISSN: 2224-3429
327
Volume 18, 2023
factors have a great effect on the journal
performance. If the eccentricity is large, there is a
metal-to-metal contact especially at high dynamic
loads causing premature fatigue, [6].
Going back to 1959, [7] , investigated the effect
of changing . Load-carrying capacity, lubricant film
thickness, Coefficient of static and dynamic friction
factors, and Pressure distribution using a continuity
equation. The separation of variables method has
been used to solve a simplified model of the
Reynolds equation.
Analytical exact solution for a standard form of
one dimension Reynolds equation has been studied
and solved for special cases under certain boundary
conditions. Two and three dimensions of the
Reynolds equation have been solved using
numerical methods such as finite difference and
finite element depending on the specified special
cases of boundary conditions and geometry.
A boundary value problem of the Reynolds
equation in one and two dimensions has been
studied for specified cases of the independent
variable. Boundary conditions that correspond to oil
film thickness for both maximum and minimum
data were specified for different independent
variables, such as viscosity, journal speed, bearing
pressure, and bearing radial clearance.
The study [8], presented a detailed solution for a
modified Reynolds equation for the lubrication of
finite-length journal bearing for non-Newtonian
fluids based on momentum, continuity equations,
and stress constitutive equations. The velocity
components for the two-dimensional flow of a non-
Newtonian fluid were obtained. For different
solutions obtained, differentiation and integration
techniques have been applied for different cases of
boundary conditions they found that the
performances of journal bearings lubrication with a
non-Newtonian fluid can be compared with the case
of Newtonian lubricant through the variation of the
non-Newtonian parameter, i.e., the nonlinear
factor. Inertia forces and centrifugal forces have
been neglected in calculations, also fluid inertia and
surface roughness are neglected in calculations.
The authors of [1] , [2], [9] , demonstrated an
analytical technique to perform an analytical
solution of finite length journal bearing.
perturbation method has been proposed to find
pressure distribution through the entire length of the
bearing. Pressure coefficient, shear stress, as well as
friction factor, and fluid film pressure distribution
were calculated and analyzed as a function of
azimuthal position factor, dimensionless bearing
Somerfield number, minimum film thickness, and
eccentricity ratio .
The Study [10], demonstrated the relation
between turbulence and inertia effects on pressure
distribution . They found that Convective inertia
effects also boost the load capacity and shift the
journal position to a lower eccentricity, depending
on the magnitude of Reynolds number values. The
turbulence effect has a great influence on static
characteristics parameters of journal bearing that is
by increasing the load capacity .
The study [11], demonstrated the main
performance characteristics of a journal bearing
lubricated with a Bingham fluid. he derived a three-
dimensional computational fluid dynamic (3-D
CFD) technique. The FLUENT software package is
used to calculate the hydrodynamic balance of the
journal bearing using the so-called "dynamic mesh"
technique. The obtained results agree with
experimental and analytical data from investigations
on Bingham fluids. The main advantage of CFD
code is that it uses the full Naiver–Stokes equations
and provides a solution to the flow problem at the
end of their research they conclude that at a high
value of relative eccentricity, a core is formed and
adheres to a small region of the journal. As the
value of eccentricity increases, the solid on the
bearing separates into two or three parts, and a
hollow core between these parts is observed.
The authors in [12], research a 3D CFD model
to compute power friction losses due to journal
bearings. Computations were carried out for various
oil entrance temperatures and rotational speeds.
Results are presented and discussed, making
comparisons with some sets of experiments carried
out in the CNAM laboratory using a special
turbocharger test rig equipped with a torque meter.
The authors in the study [13], solved the
Reynolds equation using the Gauss-Seidel iterative
algorithm in the case of turbocharger bearings.
The authors in the article [14], studied the
solution of the Reynolds equation in two
dimensions, results show that friction power loss is
over estimated compared to experiment data which
is mainly due to the isothermal assumption which
neglects viscous heating and modification of the
viscosity. In this work we developed a 3D CFD
model, to solve three dimensional Reynolds
equation.
2 Problem Formulation
Reynolds has derived a generalized form of a three-
dimensional governing equation with variable fluid
film thickness, which depends mainly on density,
film thickness, lubricant pressure, and transverse
velocities. The equation derived initially by
WSEAS TRANSACTIONS on APPLIED and THEORETICAL MECHANICS
DOI: 10.37394/232011.2023.18.31
Muhammad Mustafa Gogazeh,
Hasan Abdelrazzaq Al Dabbas,
Nabil Wanas Musa
E-ISSN: 2224-3429
328
Volume 18, 2023
Reynolds was restricted to incompressible fluids as
shown in Figure 1. Thus, it had been developed
generally enough to incorporate the results of
compressibility and dynamic loading and was
aforementioned to be Generalized Reynolds
Equation . So, the main form of the Generalized
Reynolds Equation was as given in three dimensions
is given by:
Fig. 1: Journal Bearing Layout
Where ρ is the density, μ is the dynamic
viscosity, h is the lubricant film thickness, U1, and
U2 are the surface velocities, e is the journal
eccentricity , N is the journal rotational speed, L is
the journal length, O is the journal center and V is
that the general velocity. Within equation (1), the
velocity difference term introduced was because of
the bearing velocities on the lubricator film and
depended on whether or not the bearing surfaces
have angular or translational velocities. In most
cases, the bearing (bushing) is stationary and the
journal (shaft) is the runner also, the shaft within the
journal bearings is moving, therefore U1=U and
U2=0. Currently, the most general form of Reynolds
equation for incompressible viscous flow in
Cartesian coordinates is as given:
Where U is the net sliding velocity, and V is the
motion of the journal center, [4]. This equation is a
two-dimensional partial differential equation time
independent boundary condition, which is familiar
in different applications in physics and engineering.
These applications involve heats equation, wave
equation and rigid body motion . These problems
focus on the determination of normal modes using
eigenfunctions and differential operators.
Based on the principles of transformation
equations between Cartesian and polar coordinates
as shown in Figure 2, the Reynold equation can be
easily converted into the polar coordinate system
with the following form final form [3], [4]:
Fig. 2: Polar diagram showing the notations used
for journal bearing
From the geometry of the journal bearing, fluid
film thickness can be expressed as the following
expression:
where (cr and e) constant value.
The boundary value problem has a specified
boundary conditions at the boundaries of a well
known geometry of the independent variables.
Reynolds equation which is the main governing
equation that describes the relation between
coordinates x , y , z and the pressure through the
thin film of the lubricant. This equation needs to
specify the boundary conditions of the lubricant film
thickness and the coordinate dimensions of the
journal.
Any second-order linear or nonlinear ordinary
or partial differential equation can be solved using a
3 Problem Solution and Results
3.1 Problem Solution
The main major assumptions that are used to derive
the Reynolds equation resulted from realizing that
the lubricant fluid film thickness is thin compared to
the bearing radius so that we can assume the bearing
is a Plane journal bearing i.e. bearing is two
dimensions bearing that is pressure and film
thickness only a simple function in the x-y plane .
The main assumptions can be summarised as
follows:
The fluid is assumed to be Newtonian,
where stress is directly proportional to the
WSEAS TRANSACTIONS on APPLIED and THEORETICAL MECHANICS
DOI: 10.37394/232011.2023.18.31
Muhammad Mustafa Gogazeh,
Hasan Abdelrazzaq Al Dabbas,
Nabil Wanas Musa
E-ISSN: 2224-3429
329
Volume 18, 2023
strain rate also the lubricant is assumed to
be incompressible fluid.
Inertia effects and body forces are assumed
to be negligible compared to the viscous
terms.
pressure variation across the film lubricant
thickness is assumed to be zero.
Flow is laminar which means no turbulent
effect in the boundary layer film of the
lubricant.
The curvature effect is taken across,
implying that the thickness of the lubricant
film is much smaller than the length or
width of the bearing and allows the use of a
polar coordinate system.
Different forms of one-dimensional Reynold
equations for both Cartesian and cylindrical
coordinates are available for different boundary
conditions. Martin , Boyd , and others obtained an
exact solution for plane minimum film thickness
journal bearing according to simplified geometries .
These solutions are not accurate for the cases when
there is pressure gradient through the film
thickness.
In 1949, Grubin obtained an approximate exact
solution for one dimensional and plane journal
bearing lubrication problem assuming a negligible
pressure gradient through the bearing film thickness.
The model is, therefore, accurate at high loads when
the hydrodynamic pressure tends to be close to the
Hertz contact pressure. The code below shows the
methodology for solving the equation to investigate
the pressure distribution and pressure gradient
profiles (11).
Table 1. The main used parameters for the
journal bearing
The radius of
curvature [m]
Ambient Pressure
[Pa]
Average sliding
speed[m/s]
0.1680
105
0.33
Width or
length[m]
Viscosity [Pa.s]
Cavitation
pressure [Pa]
0.0112
0.007
-50P0
Thus, when doing the main transformation of
parameters of the Reynolds equation to polar
coordinates we can get the following final form of
the Reynolds equation as:
Any change in pressure relative to the depth is zero,
because the pressure values were taken at the
beginning and end of bearing in these two areas,
therefore the value of the pressure gradient is zero:
(6)
As for the change in pressure relative to the
angle must find a relationship that combines these
two variables can be combined in the following
equation [5], [7] :
Also , the pressure gradient can be found by
differentiating equation 7 concerning angle Ө, the
final form of pressure gradient can be written as :
Where:
Also, the second derivative of the pressure gradient
can be written as:
Where:
Then the general form of the Reynolds equation can
be written as :
Where:
WSEAS TRANSACTIONS on APPLIED and THEORETICAL MECHANICS
DOI: 10.37394/232011.2023.18.31
Muhammad Mustafa Gogazeh,
Hasan Abdelrazzaq Al Dabbas,
Nabil Wanas Musa
E-ISSN: 2224-3429
330
Volume 18, 2023
3.2 Results
Using parameters from Table 1, the pressure
function from equation 7 and the following
parameters variables: μ=0.02756 Pa .s, R=19 mm,
c=0.038, ho=0.016 mm, e=0.022 mm, Ø=53o and
b=zero, (all these values are constant).
The effects of rotational speed (ω) and pressure
angle (θ) on pressure can be obtained as illustrated
in Figure 3 and Figure 4 respectively. Figure 6
shows the relation between pressure and cleannce at
constant rotational speed. Figure 8 shows the
relation between between pressure and attitude
angle at constant rotational speed. Figure 9 shows
a three dimensional pressure distribution with 20
*20nodes. Figure 10 shows 3-D-Pressure
distribution with 30*30 nodes . All other numerical
results are shown in Figure 11, Figure 12, Figure 13,
Figure 14, Figure 15, Figure 16 and Figure 17.
Fig. 3: pressure and rotational speed at a constant
angle
Fig. 4: pressures with the angle at constant
rotational speed
The relation between the clearance and the
pressure for different pressure angles is illustrated in
Figure 5.
Fig. 5: pressure variation with journal clearance at
different pressure angles
Also, the pressure variation with journal
clearance constant rotational speeds can be shown
as:
Fig. 6: The chart between pressure with clearance at
a constant rotational speed
When changing the Attitude angle value with a
change in rotational speed at a constant pressure
angle we obtain a verity value from pressure:
WSEAS TRANSACTIONS on APPLIED and THEORETICAL MECHANICS
DOI: 10.37394/232011.2023.18.31
Muhammad Mustafa Gogazeh,
Hasan Abdelrazzaq Al Dabbas,
Nabil Wanas Musa
E-ISSN: 2224-3429
331
Volume 18, 2023
Fig. 7: The chart between pressure with Attitude
angle at constant pressure angle
When changing the Attitude angle value with a
change pressure angle at constant rotational speed
we obtain verity value from pressure:
Fig. 8: Chart between pressure with attitude angle at
constant rotational speed
Fig. 9: 3-D -Pressure distribution with 20*20nodes
Several forms of generalized Reynolds
equations were derived from weakening the
assumptions used to derive the classical form. For
example, compressible, non-Newtonian lubricant
behavior can be considered. Reynolds equation is
used to predict the thickness of the lubricant film,
but also to predict friction developed by the
lubricant on the surfaces. Since many tribological
contacts operate in the highly loaded regime and
thin films, the shear rates can be very high (in the
order of 107-109). Many of the typical lubricants
start to behave non-Newtonian in the contact
conditions, and therefore, the Reynolds equation
was generalized to the case of non-Newtonian
lubricants.
Fig. 10: 3-D-Pressure distribution with 30*30 nodes
Another generalization includes slip boundary
conditions. This form of the Reynolds equation is
used to calculate film thicknesses and friction in
textured surfaces or surfaces with high slip.
WSEAS TRANSACTIONS on APPLIED and THEORETICAL MECHANICS
DOI: 10.37394/232011.2023.18.31
Muhammad Mustafa Gogazeh,
Hasan Abdelrazzaq Al Dabbas,
Nabil Wanas Musa
E-ISSN: 2224-3429
332
Volume 18, 2023
Fig. 11: 3-D-Pressure distribution with a tolerance
of 0.01%
Fig. 12: 3-D -Pressure distribution, Accuracy of
0.1%
Here is simple a drawing journal bearing with a
diameter of 15 mm, and dynamic viscosity of
magnitude of [0.007 pa.s], and a radial clearance of
0.03mm as shown in Figure 13.
Fig. 13: Journal Bearing
By assuming the angular speed of the journal
1500rpm with constant oil lubricant temperature, the
following parameters have been investigated as
follows:
Fig. 14: static pressure distribution with maximum
static pressure 452 Pascal
Fig. 15: The dynamic pressure distribution with 625
Pascal at the interior region of the bearing
Fig. 16: Dynamic pressure
The total pressure is 745 as a maximum value
and 1.97 pascals as the minimum value
WSEAS TRANSACTIONS on APPLIED and THEORETICAL MECHANICS
DOI: 10.37394/232011.2023.18.31
Muhammad Mustafa Gogazeh,
Hasan Abdelrazzaq Al Dabbas,
Nabil Wanas Musa
E-ISSN: 2224-3429
333
Volume 18, 2023
Fig. 17: Total pressure
4 Conclusion
Journal bearings are one of the most important
applications of hydrodynamic lubricant devices, The
Reynold equation has a primary role in
investigating the pressure gradient and pressure
distribution in the journal bearing. A simple
boundary condition solution has been done for
firstly 30 elements. The pressure distribution and
gradient are studied and investigated. Also, the
comparison between the transient and steady-state
has been motioned.
After that general finite-difference solution was
applied, and the pressure gradient profile plotted and
has the most appropriate shape with 50*50 element
mesh and 0.001%tolerance.
ANSYS Fluent has been used to investigate
numerical solutions and to analysis to the journal-
bearing performance characteristic parameters
including , static pressure, dynamic pressure,
velocity distribution, and turbulence effect, all
these factors have been investigated.
Acknowledgement:
The Authors would like to express their sincere
gratitude to the University of Philadelphia
represented by the faculty of Engineering and
Technology, and the Deanship of Scientific
Research and Higher Education for their support.
References:
[1] D. Sfyris, A. Chasalevris. An Exact Solution
of the Reynolds Equation for Finite Journal
Bearing Lubrication. Tribology International,
Vol. 55 , November 2012, pp.46-58.
[2] E. N. Santos, C. J. C. Balanco, E . N. Macedo,
C . E . A .Maneschy, J . N . N. Quaresma.
Integral Transform Solutions for the Analysis
of Hydrodynamic Lubrication of the Journal
Bearings. Tribbology International, Vol. 52,
August 2012, pp.161-169.
[3] Daniel Zwillinger (12 May 2014). Handbook
of Differential Equations. Elsevier Science.
pp. 536. ISBN 978-1-4832-2096-3
[4] Malcolm E. Leader, P.E., Understanding
Journal Bearings, [Online].
https://www.artec-machine.com/ (March 10,
2024).
[5] Solution of Reynolds Equation for the Short
Journal Bearings R System Dr. Mohammad
Miyan Associate Professor, Department of
Mathematics, Shia P.G.College, Lucknow,
India -226020, International Journal of Pure
and Applied Physics, ISSN: 0973-1776 Vol.
13, No. 1 (2017), pp. 117-124
[6] Dowson D, Taylor OM , Zhang G,A transient
elastic -hydrodynamic lubrication analysis of
a cam and flower, Journal of Physics D:
Applied Physics, 1992: 25 A313-20.
[7] General Solution of Reynolds Equation for a
Journal Bearing of Finite Width Author(s): L.
N. TAO Source: Quarterly of Applied
Mathematics, Vol. 17, No. 2 (JULY, 1959),
pp. 129-136, Published by Brown University,
[Online].
http://www.jstor.org/stable/43634920 (March
10, 2024).
[8] Juliana Javorova, Jordanka Angelova. On the
modified Reynolds equation for journal
bearings in a case of non-Newtonian fluid
model, MATEC Web of Conferences, 145,
03007 (2018), NCTAM 2017,
https://doi.org/10.1051/matecconf/201814503
007.
[9] Gustavo G. Vignolo, Daniel O. Barilá, Lidia
M. Quinzani, The approximate analytical
solution to Reynolds equation for finite length
journal bearing author links open overlay
panel. Tribology International, Vol. 44, Issue
10, September 2011, pp.1089-1099.
[10] Saeid Dousti, Paul Allaire, Timothy Dimond,
Jianming Cao, An extended Reynold equation
applicable to high reduced Reynolds number
operation of journal bearing author links open
overlay panel.
Tribology International, Vol. 102, October
2016 , pp182-197.
[11] K. P. Gertzos P. G. Nikolakopoulos C. A.
Papadopoulos. CFD analysis of journal
bearing hydrodynamic lubrication by
Bingham lubricant, Tribology International,
Vol. 41, Issue 12, December 2008, pp.1190-
WSEAS TRANSACTIONS on APPLIED and THEORETICAL MECHANICS
DOI: 10.37394/232011.2023.18.31
Muhammad Mustafa Gogazeh,
Hasan Abdelrazzaq Al Dabbas,
Nabil Wanas Musa
E-ISSN: 2224-3429
334
Volume 18, 2023
1204,
https://doi.org/10.1016/j.triboint.2008.03.002.
[12] Michael Deligant Pierre Podevin Georges
Descombes. CFD model for turbocharger
journal bearing performances, Applied
Thermal Engineering, Vol. 31, Issue 5, April
2011, pp.811-819,
https://doi.org/10.1016/j.applthermaleng.2010
.10.030.
[13] M. Deligant, P. Podevin, F. Vidal, W.
Tyminski, S. Guilain, H. Lahjaily, 3D thermal
steady-state CFD analysis of power friction
losses in a turbocharger's journal bearing and
comparison with finite difference method and
experimentation, 12th EAEC, Bratislava
2009. University of Pitesti, Science Bulletin,
AUTOMATIVE series, year XV, no . 19, vol.
B.
[14] Michael Degant, Pierre Podevin, George
Descombes, Thierry Lamquin, Computational
Fluid Dynamics Calculations of
Turbocharger bearing losses, SAE
International Journal of Engines, Vol 3 , No 2
(2010), pp.103-114.
Contribution of Individual Authors to the
Creation of a Scientific Article (Ghostwriting
Policy)
- Muhammad Gogazeh: carried out the
investigation simulation, literarure review, editing
and the optimization.
- Hassan al dabass: resources and writing
- Nabil mousa: executed formulation and
mathematical modelling.
Sources of Funding for Research Presented in a
Scientific Article or Scientific Article Itself
No funding was received for conducting this study.
Conflect of Interest
The authors have no conflicts of interest to declare.
Creative Commons Attribution License 4.0
(Attribution 4.0 International, CC BY 4.0)
This article is published under the terms of the
Creative Commons Attribution License 4.0
https://creativecommons.org/licenses/by/4.0/deed.en
_US
WSEAS TRANSACTIONS on APPLIED and THEORETICAL MECHANICS
DOI: 10.37394/232011.2023.18.31
Muhammad Mustafa Gogazeh,
Hasan Abdelrazzaq Al Dabbas,
Nabil Wanas Musa
E-ISSN: 2224-3429
335
Volume 18, 2023