Zhiyong Zhang

Power-form nonlinear contact force models are widely adopted in relatively moving parts of macro (e.g., rolling bearings considering Hertzian contact restoring force between rolling elements and bearing raceways) or micro (e.g., the micro cantilever probe system of atomic force microscopy) scale mechanical systems, and contact resonance could cause serious problems of wear, contact fatigue, vibration, and noise, which has attracted widespread attention. In the present paper, the softening/hardening stiffness characteristics of continuous and one-sided contact power-form nonlinear spring models are addressed, respectively, by the analysis of the monotone features of resonant frequency-response skeleton lines. Herein, the period-n solution branch and its stability characteristics are obtained by the harmonic balance and alternating frequency/time domain (HB–AFT) method and Floquet theory. Compared with previous studies, this paper will furtherly clarify the influences of externally normal load, the power form exponent term, and excitation amplitude on the softening/hardening stiffness characteristics of general power-form spring systems. In addition, for a power-form system with a one-sided contact, the phenomena of primary and super/sub-harmonic hysteretic resonances inducing period-doubling, folding bifurcation, the coexistence of multiple solutions are demonstrated. Besides, it gives the evolution mechanism of two types of intermittency chaos in a one-sided contact system. The overall results may have certain basic theoretical significance and engineering values for the control of vibration and noise in contact mechanical systems.

Varying compliance (VC) is an unavoidable form of parametric excitation in rolling bearings and can affect the stability and safety of the bearing and its supporting rotor system. To date, we have investigated VC primary resonance in ball bearings, and in this paper other parametric VC resonance types are addressed. For a classical ball bearing model with Hertzian contact and clearance nonlinearities between the rolling elements and raceway, the harmonic balance and alternating frequency/time domain (HB–AFT) method and Floquet theory are adopted to analyze the VC parametric resonances and their stabilities. It is found that the 1/2-order subharmonic resonances, 2-order superharmonic resonances, and various VC combination resonances, such as the 1-order and 2-order summed types, can be excited, thus resulting in period-1, period-2, period-4, period-8, period-35, quasi-period, and even chaotic VC motions in the system. Furthermore, the bifurcation and hysteresis characteristics of complex VC resonant responses are discussed, in which cyclic fold, period doubling, and the second Hopf bifurcation can occur. Finally, the global involution of VC resonances around bearing clearance-free operations (i.e., adjusting the bearing clearance to zero or one with low interference) are provided. The overall results extend the investigation of VC parametric resonance cases in rolling bearings.

It is traditionally considered that, due to the Hertzian contact force-deformation relationship, the stiffness of rolling bearings has stiffening characteristics, and gradually researchers find that the supporting characteristics of the system may stiffen, soften, and even coexist from them. The resonant hysteresis affects the stability and safety of the system, and its jumping effect can make an impact on the system. However, the ball bearing contains many nonlinearities such as the Hertzian contact between the rolling elements and raceways, bearing clearance, and time-varying compliances (VC), leading great difficulties to clarify the dynamical mechanism of resonant hysteresis of the system. With the aid of the harmonic balance and alternating frequency/time domain (HB-AFT) method and Floquet theory, this paper will investigate the hysteretic characteristics of the Hertzian contact resonances of a ball bearing system under VC excitations. Moreover, the linearized dynamic bearing stiffness of the system will be presented for assessing the locations of VC resonances, and the nonlinear characteristics of bearing stiffness will also be discussed in depth. Our analysis indicates that the system possesses many types of VC resonances such as the primary, internal, superharmonic, and even combination resonances, and the evolutions of these resonances are presented. Finally, the suppression of resonances and hysteresis of the system will be proposed by adjusting the bearing clearance.

Varying compliance (VC) is an inevitable parametrical excitation to rolling bearing systems due to time-varying stiffness from rolling element revolution. Period-doubling instability in the VC primary resonances of ball bearing is presented in many studies. Recently, this instability was demonstrated to be a probable indicator of occurrence of strong one to two internal resonances and chaotic motions, which has potential effects on the stability and safety of the bearing-rotor system. However, few studies have directly attempted to suppress this bifurcation instability. Here, a dynamic stiffness evaluating method is presented for assessing the threshold of the period-doubling and complex motions in VC primary resonances of ball bearings, where the elaborate evolution of the bifurcating process is obtained by harmonic balance and alternating frequency/time domain (HB-AFT) method and using Floquet theory. Our analysis indicates that by introducing certain additional stiffness, the period-doubling and corresponding subharmonic internal resonances can be suppressed. Besides, the evolution and mechanism of type I intermittency chaos in ball bearings will be clarified in depth. It is also shown that extensive chaotic motions for large bearing clearances (e.g., 40 μm) can vanish perfectly by action of additional stiffness.