Learning topic

Contact of Cylinders and Rollers

Hertz line contact of cylinders and rollers: contact-strip width, maximum pressure, reduced properties, edge effects, and engineering applications.

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This topic explains the Hertz line-contact model for cylinders and rollers. It covers load per unit length, reduced elastic modulus and curvature, contact-strip half-width, maximum pressure, a numerical example, edge effects, and applications to rollers and rolling bearings.

Contact of cylinders and rollers is a typical model of initially line contact. For long parallel cylinders under a normal force $F$, the initial contact line expands into a narrow strip.

Load per unit length

If total normal force $F$ is transmitted approximately uniformly over effective contact length $L$, define:

$$F'=\frac{F}{L},$$

where $F'$ has units of force per unit length.

Reduced properties

The reduced elastic modulus of two isotropic contacting bodies is:

$$\frac{1}{E^*}=\frac{1-\nu_1^2}{E_1}+\frac{1-\nu_2^2}{E_2}.$$

  • $E^*$ — reduced elastic modulus;
  • $E_1$, $E_2$ — Young's moduli of the contacting bodies;
  • $\nu_1$, $\nu_2$ — Poisson's ratios of the contacting bodies.

Equivalently:

$$E^*=\left(\frac{1-\nu_1^2}{E_1}+\frac{1-\nu_2^2}{E_2}\right)^{-1}.$$

For two convex spherical surfaces along a corresponding principal direction, the reduced radius can be written as:

$$\frac{1}{R^*}=\frac{1}{R_1}+\frac{1}{R_2}.$$

  • $R^*$ — reduced radius of curvature;
  • $R_1$, $R_2$ — radii of curvature of the contacting surfaces.

Equivalently, for two convex surfaces:

$$R^*=\frac{R_1R_2}{R_1+R_2}.$$

For other combinations of curvature, the sign of an individual radius follows the adopted geometric convention. General three-dimensional contact requires the principal curvatures of both surfaces.

The calculator below corresponds to two convex surfaces with positive radii.

For a cylinder on a plane, $R^*=R$ in the transverse plane. For two convex cylinders, their curvatures add; for a convex-concave pair, curvature signs follow the adopted convention.

Contact width and pressure

For two long parallel cylindrical surfaces in the plane Hertz contact model, use the normal load per unit length:

$$F'=\frac{F}{L}.$$

The half-width of the contact strip is:

$$b=\sqrt{\frac{4F'R^*}{\pi E^*}}.$$

The maximum contact pressure is:

$$p_0=\frac{2F'}{\pi b}.$$

The pressure distribution across the strip is:

$$p(x)=p_0\sqrt{1-\frac{x^2}{b^2}},\qquad |x|\le b.$$

  • $F$ — total normal force;
  • $L$ — effective contact length;
  • $F'$ — normal load per unit length;
  • $b$ — contact-strip half-width;
  • $R^*$ — reduced radius in the contact plane;
  • $E^*$ — reduced elastic modulus;
  • $p_0$ — maximum contact pressure;
  • $p(x)$ — pressure at transverse coordinate $x$.

End effects along the roller length are not represented by this idealized two-dimensional model.

The full contact-strip width is $2b$. Pressure $p(x)$ is maximum at the centerline, where $p(0)=p_0$, and decreases to zero at $x=\pm b$.

Example

Let a steel roller of radius $R=20\ \text{mm}$ contact a steel plane over $L=50\ \text{mm}$ under $F=5000\ \text{N}$. For identical steels with $E_1=E_2=210000\ \text{MPa}$ and $\nu_1=\nu_2=0.30$, $E^*\approx115385\ \text{MPa}$ and $F'=100\ \text{N/mm}$.

Then:

$$b=\sqrt{\frac{4\cdot100\cdot20}{\pi\cdot115385}}\approx0.149\ \text{mm}.$$

The maximum pressure is:

$$p_0=\frac{2\cdot100}{\pi\cdot0.149}\approx427\ \text{MPa}.$$

Edge effects

A real roller has finite length $L$. Misalignment, sharp edges, and nonuniform load distribution can raise pressure near the ends, an effect absent from the ideal two-dimensional model. Crowning or other profile modifications may be used to reduce edge concentration.

Applications

The line-contact model is used for roller bearings, rollers, wheels on rails, and other components where $L$ is much greater than the elastic strip width $2b$.

Procedure

  1. Identify the initial contact type and local radii of curvature $R_1$ and $R_2$ of the surfaces.
  2. Check the assumptions of elastic Hertz theory: small contact area, small deformation, smooth surfaces, and no significant plasticity.
  3. Calculate the reduced elastic modulus $E^*$.
  4. Determine the reduced curvature or reduced radius $R^*$ for the relevant geometry.
  5. Use the normal force $F$, or load per unit length $F'=F/L$ for line contact, to determine the dimensions of the contact area or strip.
  6. Calculate the maximum contact pressure $p_0$ and, where needed, the pressure distribution $p(r)$ or $p(x)$.
  7. Assess the subsurface stress state and the contact-strength criterion relevant to the component.
  8. Check cyclic loading, friction, lubrication, roughness, misalignment, and edge effects when they are significant.