Contact model (pure ball mode): peak = max(Hertz sphere-in-socket, conformal hemispherical floor) — conservative envelope.
- Hertz peak (sphere in concave sphere): pmax = (1/π) (6F · E*² / Reff²)1/3, with Reff = R·(R+ΔR)/ΔR ≈ R²/ΔR for small radial clearance ΔR = c/2.
- Hertz contact radius: a = (3F · Reff / (4E*))1/3; contact half-angle φc = a/R.
- Conformal floor (lower bound): when contact wraps a substantial cap, peak ≈ 3F / (2πR²). This corresponds to a cosine² pressure distribution over the loaded hemisphere whose peak/average ratio is 3/2.
- Average bearing (projected area): σavg = F / (πR²) = 4F / (πD²).
- Effective modulus: 1/E* = (1−ν&sub1;²)/E&sub1; + (1−ν&sub2;²)/E&sub2;.
Contact model (rod end mode): the ball has a finite axial width B (the inner ring / race width). The contact patch is bounded axially by B, so the relevant lower bound is a cosine-strip floor analogous to a pin in a lug: peak = max(Hertz sphere-in-socket, 4F/(πDB)).
- Sin floor: pfloor = 4F / (πDB) — cosine pressure distribution over a conformal arc of axial width B. Peak/average = 4/π ≈ 1.27.
- Average projected: σavg = F / (D·B). This is the basis for catalog static load ratings on rod ends and spherical plain bearings (e.g. AS81935, MS14101).
- Width utilization: U = min(2a / B, 1.0). When U < 1, the Hertz contact patch is narrower than the ball width — the ball is acting as a point contact and the full projected area D·B is not engaged. Tightening clearance grows the patch (a ∝ Reff1/3, Reff ↑ as ΔR ↓), increasing U.
- Practical use: in rod end mode, treat the design point as the larger of the Hertz peak and the projected-strip stress. Catalog static ratings (typically σallow × D × B with σallow = 50–90 ksi) implicitly assume U = 1.
Why no moment input? Unlike a pin-in-lug, an applied moment about the ball center rotates the ball in its socket rather than bending it; the radial-load distribution stays symmetric. Moment loading on a gimbal trunnion (where the ball
can’t rotate) is a different problem — treat each trunnion stub as a pin in a lug.
References: Hertz (1881); Johnson,
Contact Mechanics (1985), Ch. 3 & 4 (sphere-on-sphere & conforming contacts); Goodman & Keer (1965)
Int. J. Solids Struct. 1; Ciulli, Betti & Forte (2022)
Lubricants 10, 233 (FEA of conformal sphere-cap contacts); Yuan et al. (2021) on spherical plain bearing pressure distribution; AS81935 / MS14101 spherical bearing standards (rod end static ratings).
Limitations: frictionless, elastic, static, axisymmetric (free-edge effects in real plain bearings concentrate pressure at the cap edge by ~10–30% — see Yuan 2021). Hertz over-predicts in the conformal regime; the floor caps it. For finite socket depth (< full hemisphere), conformal floor is optimistic. In rod end mode, the model assumes the race width matches the ball width B; if the race is narrower, use that smaller width. Catalog static allowable for COM/COR-style spherical plain bearings is typically 50 ksi (race-limited, AST/NHBB); use this rather than raw 1.5σ
y when sizing self-lubricating or PTFE-lined bearings. For fatigue / oscillation life, see manufacturer PV curves.