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Sommerfeld number

Sommerfeld number is a mathematics topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Sommerfeld number rather than just read about it. In short: 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.

Key takeaways

  • Sommerfeld number belongs to mathematics; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Sommerfeld number to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Sommerfeld number from memory before moving on to harder problems.

Reference excerpt

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).

Definition The Sommerfeld Number is typically defined by the following equation:

S = ( r c ) 2 μ N P {\displaystyle S=\left({\frac {r}{c}}\right)^{2}{\frac {\mu N}{P}}}

where:

S is the Sommerfeld Number or bearing characteristic number r is the shaft radius c is the radial clearance μ is the absolute viscosity of the lubricant N is the speed of the rotating shaft in rev/s P is the load per unit of projected bearing area 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:

S = ( r c ) 2 μ N P = ( r c ) 2 μ ω L D W {\displaystyle S=\left({\frac {r}{c}}\right)^{2}{\frac {\mu N}{P}}=\left({\frac {r}{c}}\right)^{2}{\frac {\mu \omega LD}{W}}}

where:

ω {\displaystyle \omega } is angular velocity of the shaft in rad/s. W is the applied load L is the bearing length D is the bearing diameter 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.

Derivation

Petrov's law 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. 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: U = 2 π r N {\displaystyle U=2\pi rN} , where N is the rotational speed of the shaft in rev/s. The shear stress in the lubricant can be represented as follows:

τ = μ ∂ u ∂ y | y = 0 {\displaystyle \tau =\mu \left.{\frac {\partial u}{\partial y}}\right|_{y=0}}

Assuming a constant rate of shear,

τ = μ U h = 2 π r μ N c {\displaystyle \tau =\mu {\frac {U}{h}}={\frac {2\pi r\mu N}{c}}}

where c is the radial clearance. The torque required to shear the film is

T = ( τ A ) ( r ) = ( 2 π r μ N c ) ( 2 π r l ) ( r ) = 4 π 2 r 3 l μ N c {\displaystyle T=\left(\tau A\right)\left(r\right)=\left({\frac {2\pi r\mu N}{c}}\right)\left(2\pi rl\right)\left(r\right)={\frac {4\pi ^{2}r^{3}l\mu N}{c}}}

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

T = f W r = 2 r 2 f l P {\displaystyle T=fWr=2r^{2}flP}

Where

W is the force acting on the bearing P is the radial load per unit of project bearing area (Pressure) f is the coefficient of friction 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

… excerpt ends here. Continue reading the full article.

Worked examples

Example 1 — a first encounter with Sommerfeld number

Start with the simplest possible case. Write down what Sommerfeld number claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In mathematics, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Sommerfeld number before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Sommerfeld number ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Sommerfeld number

In research
Sommerfeld number appears in mathematics research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Sommerfeld number in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Sommerfeld number is common in secondary-school and first-year university syllabi. It links to neighbouring topics Bearings (mechanical), Fluid dynamics, so understanding it makes those chapters shorter.
In everyday life
Look for Sommerfeld number outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.
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How to study Sommerfeld number in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Sommerfeld number means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Sommerfeld number out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Sommerfeld number in simple terms?

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.

Why does Sommerfeld number matter?

Because it connects several mathematics ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Sommerfeld number?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Sommerfeld number.

Tags

  • Bearings (mechanical)
  • Fluid dynamics

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