In the design of fluid bearings, the Sommerfeld number (S) is a dimensionless quantity used extensively in hydrodynamic lubrication analysis. The Sommerfeld number is very important in lubrication analysis because it contains all the variables normally specified by the designer.
The Sommerfeld number is named after Arnold Sommerfeld (1868–1951).
The Sommerfeld Number is typically defined by the following equation: [1]
where:
The second part of the equation is seen to be the Hersey number. However, an alternative definition for S is used in some texts based on angular velocity: [2]
where:
It is therefore necessary to check which definition is being used when referring to design data or textbooks, since the value of S will differ by a factor of 2π.
Nikolai Pavlovich Petrov's method of lubrication analysis, which assumes a concentric shaft and bearing, was the first to explain the phenomenon of bearing friction. This method, which ultimately produces the equation known as Petrov's Law (or Petroff's Law), is useful because it defines groups of relevant dimensionless parameters, and predicts a fairly accurate coefficient of friction, even when the shaft is not concentric. [3]
Considering a vertical shaft rotating inside a bearing, it can be assumed that the bearing is subjected to a negligible load, the radial clearance space is completely filled with lubricant, and that leakage is negligible. The surface velocity of the shaft is: , where N is the rotational speed of the shaft in rev/s.
The shear stress in the lubricant can be represented as follows:
Assuming a constant rate of shear,
The torque required to shear the film is
If a small radial load W acts on the shaft and hence the bearing, the frictional drag force can be considered equal to the product fW, with the friction torque represented as
Where
If the small radial load W is considered negligible, setting the two expressions for torque equal to one another and solving for the coefficient of friction yields
Which is known as Petroff's Law or the Petroff equation. It provides a quick and simple means of obtaining reasonable estimates of coefficients of friction of lightly loaded bearings.
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Shigley, Joseph Edward; Mischke, Charles R. (1989). Mechanical Engineering Design. New York: McGraw-Hill.