Lubricants, Volume 12, Issue 5 (May 2024) – 19 articles

The effect of the microstructure of siliconized graphite on tribological properties is investigated by using a high-temperature and high-pressure water-lubricated tribometer on a self-mated ring-on-ring configuration under an applied load of 500–1500 N with a spindle speed of 100–5000 rpm in both 90 °C (5 MPa) and 25 °C (1 MPa) water environments, respectively. The Stribeck curves measurement and continuous wear tests are performed and analyzed in both water environments. The wear behaviors of the graphite, SiC, and free-silicon phases in siliconized graphite are demonstrated to explore the wear mechanism. The larger wear depths of a low-worn surface roughness on the three phases contribute to the boundary lubrication. The shallower wear depths are observed on the SiC and Si phases under the mixed lubrication, corresponding to partial contact wear of surface asperities. The wavy surface of the SiC phase and uniform flow-oriented striae of the Si phase are attributed to hydrodynamic lubrication, caused by full water film scouring the worn surface. Finally, an integrated evaluation method of G duty parameters is successfully used to identify the lubrication regimes of siliconized graphite from the boundary, mixed, to hydrodynamic lubrications for a water-lubricated thrust bearing application in the main coolant pump of a nuclear power plant. Full article

Electrostatic atomization minimum quantity lubrication (EMQL) technology has been developed to address the need for environmentally friendly, efficient, and low-damage grinding of challenging titanium alloy materials. EMQL leverages multiple physical fields to achieve precise atomization of micro-lubricants, enabling effective lubrication in high temperature, high pressure, and high-speed grinding environments through the use of electric traction. Notably, the applied electric field not only enhances atomization and lubrication capabilities of micro-lubricants but also significantly impacts heat transfer within the grinding zone. In order to explore the influence mechanism of external electric field on spatial heat transfer, this paper first comparatively analyzes the grinding heat under dry grinding, MQL, and EMQL conditions and explores the intensity of the effect of external electric field on the heat transfer behavior in the grinding zone. Furthermore, the COMSOL numerical calculation platform was used to establish an electric field-enhanced (EHD) heat transfer model, clarifying charged particles' migration rules between poles. By considering the electroviscous effect, the study reveals the evolution of heat transfer structures in the presence of an electric field and its impact on heat transfer mechanisms. Full article

Bending fatigue failures are commonly related to the wear behavior in an active system. The surface wear and plastic deformation of the tribolayer play crucial roles in the wear–bending fatigue behaviors of steels. In particular, the lamellar structure of martensitic steel leads to its unique wear–bending fatigue behavior. In this work, the wear–bending fatigue testing method and device were introduced to explore the wear–bending fatigue behavior of the martensitic steel. The effect of wear on the alternating bending fatigue life of 20CrNi2Mo martensitic steel was studied under low and high fatigue stress. The influence of wear debris on the fatigue life at two different sliding speeds was also analyzed. The results show that the fatigue life decreased with the wear load increased under high bending stress. Moreover, for systems with nanoscale wear debris on the steel surface, the wear–bending fatigue lifetimes are significantly enhanced compared with large wear debris. Full article

The relationship between the structure characteristics and performances of coal-based hydrogenation isomeric (CTL) base oil and metallocene-catalyzed coal-based poly-alpha-olefin (mPAO) base oil is clarified in this paper. CTL and mPAO were compared with typical petroleum-based and natural gas-based commercial API III and IV base oils. Pressurized differential scanning calorimetry (PDSC), the rotary bomb oxidation test (RBOT), and a four-ball friction tester were used to evaluate the oxidation stability and lubrication performance of base oils under different working conditions. The sensitivity of different base oils to typical antioxidants and extreme-pressure antiwear agents was compared. In particular, the composition and structure of CTL base oil are clearly different from GTL and mineral base oil. The coal-based CTL and mPAO base oils exhibit commendable viscosity–temperature properties, coupled with low-temperature fluidity, fire safety, and minimal evaporation loss. The lubricating properties, oxidation stability, and sensitivity to extreme-pressure antiwear agents of CTL are close to those of similar base oils. However, the sensitivity of CTL to typical antioxidants is relatively poor. In addition, compared with commercial PAO base oil, mPAO has a lower isomerization degree and fewer isomerization types. The oxidation stability and sensitivity to typical antioxidants of mPAO base oil are comparable with those of commercial PAO base oil, while its lubrication performance and sensitivity to typical extreme-pressure antiwear agents are significantly better than those of commercial PAO base oil. Full article

In this study, layered double hydroxide (LDH) and molybdenum disulfide (MoS₂) were used as additives to prepare lubricants. The morphology and particle distribution of the LDH and MoS₂ were characterized using a scanning electron microscope and a laser particle size analyzer, respectively. Thermogravimetric analysis was used to compare the performance of the lubricants at high temperature. The extreme pressure and wear resistance performance of the lubricants were tested using a four-ball machine and a fretting-wear machine. Then, the lubricants were applied in a bolt fastener. The loosening torque and surface wear condition at high temperature were compared. By adding LDH and MoS₂ to the lubricants, the extreme pressure and wear resistance performance and anti-seize performance at high temperature were improved significantly. The LDH showed better anti-seize performance than the MoS₂ because of its strong and stable structure at high temperature. The MoS₂ showed better anti-wear performance under a high load because of its soft layered structure. The MoS₂ with a larger particle size showed better extreme pressure performance under a high load. The LDH and MoS₂ played a synergistic effect under the conditions of high temperature and high load. Full article

Titanium alloys have been widely used in aerospace and other fields due to their excellent properties such as light weight and high strength. However, the extremely poor tribological properties of titanium alloys limit their applications in certain special working conditions. In order to improve the tribological properties of titanium alloys, the zirconia coatings were prepared on the surface of a TC4 titanium alloy using the discharge plasma sintering method in this article. The influence of sintering parameters on properties such as density, adhesion, hardness, and phase composition, as well as tribological properties (friction coefficient, wear rate) were investigated, and the influence mechanism of the coating structure on its mechanical and frictional properties was analyzed. The results showed that, with the increase in sintering temperature, the density, bonding strength, and hardness of the zirconia coating were significantly improved. The zirconia coating prepared at a sintering temperature of 1500 °C and a sintering time of 20 min had the lowest friction coefficient and wear rate, which are 0.33 and 6.2 × 10⁻⁸ cm³·N⁻¹·m⁻¹, respectively. Numerical analysis showed that the increase in temperature and the extension of time contributed to the extension of the diffusion distance between zirconia and titanium, thereby improving the interfacial adhesion. The influence mechanism of different sintering temperatures and sintering times on the wear performance of zirconia coatings was explained through Hertz contact theory. Full article

Under extreme conditions such as high speed and heavy load, 18Cr2Ni4WA steel cannot meet the service requirements even after carburizing and quenching processes. In order to obtain better surface mechanical properties and tribological property, a hollow cathode ion source diffusion strengthening device was used to nitride the traditional carburizing and quenching samples. Unlike traditional ion carbonitriding technology, the low-temperature ion carbonitriding technology used in this article can increase the surface hardness of the material by 50% after 3 h of treatment, from the original 600 HV_0.1 to 900 HV_0.1, while the core hardness only decreases by less than 20%. The effect of post-ion carbonitriding treatment on mechanical properties and tribological properties of the carburized and quenched 18Cr2Ni4WA steel was investigated. Samples in different treatment are characterized using optical microscopy (OM), scanning electron microscopy (SEM), optimal SRV-4 high temperature tribotester, as well as Vickers hardness tester. Under two conditions of 6N light load and 60 N heavy load, compared with untreated samples, the wear rate of ion carbonitriding samples decreased by more than 99%, while the friction coefficient remained basically unchanged. Furthermore, the careful selection of ion nitrocarburizing and carburizing tempering temperatures in this study has been shown to significantly enhance surface hardness and wear resistance, while preserving the overall hardness of the carburized sample. The present study demonstrates the potential of ion carbonitriding technology as a viable post-treatment method for carburized gears. Full article

One route to reducing global CO₂ emissions is to improve the energy efficiency of machines. Even small improvements in efficiency can be valuable, especially in cases where an efficiency improvement can be realized over many millions of newly produced machines. For example, conventional passenger car combustion engines are being downsized (and also downspeeded). Increasingly, they are running on lower-viscosity engine lubricants (such as SAE 0W-20 or lower viscosity grades) and often also have stop–start systems fitted (to prevent engine idling when the vehicle is stopped). Some of these changes result in higher levels of mixed and boundary friction, and so accurate estimation of mixed/boundary friction losses is becoming of increased importance, for both estimating friction losses and wear volumes. Traditional approaches to estimating mixed/boundary friction, which employ real area of contact modelling, and assumptions such as the elastic deformation of asperities, are widely used, but recent experimental data suggest that some of these approaches underestimate mixed/boundary friction losses. In this paper, a discussion of the issues involved in reliably estimating mixed/boundary friction losses in machine elements is undertaken, highlighting where the key uncertainties lie. Mixed/boundary lubrication losses in passenger car and heavy-duty internal combustion engines are then estimated and compared with published data, and a detailed description of how friction is related to fuel consumption in these vehicles, on standard fuel economy driving cycles, is given. Knowing the amount of fuel needed to overcome mixed/boundary friction in these vehicles enables reliable estimates to be made of both the financial costs of mixed/boundary lubrication for today’s vehicles and their associated CO₂ emissions, and annual estimates are reported to be approximately USD 290 billion with CO₂ emissions of 480 million tonnes. Full article

Gas bearings have the advantages of small friction loss, wide applicable speed range, no pollution, etc., and have important application prospects in micro and small high-speed rotating machinery. However, due to its compressibility and low viscosity, its dynamic stability in high-speed rotating machinery is the key to constraining its development. The experimental study of shaft system dynamics is the main means to explore the mechanism of rotor behavior. On the test platform of dynamic characteristics of multi-disc rotor system supported by aerostatic bearings, experimental research on the nonlinear dynamic characteristics of a rotor system was carried out, and nonlinear vibration test and analysis methods, such as axial orbits, bifurcation diagrams, and spectral characteristics, were adopted, and vibration phenomena, including the critical rotational speed accumulating energy and low-frequency accumulating energy, were presented and the vibration characteristics of bearing fracture faults were presented. The bearing supply pressure and rubber damping pad were introduced as a method to suppress the low-frequency vibration of the aerostatic bearing rotor system, and its vibration-reduction effect was verified by experiments. The above results can provide technical support for vibration control and fault diagnosis of rotor systems supported by aerostatic bearings. Full article

This paper presents an investigation of the frictional behaviour of three-piece piston oil control rings. A bespoke tribometer replicates the kinematics of the contact between a full oil control ring and the cylinder liner. The three-piece oil control ring is composed of two segments, separated by a waveform-type expander. The experimental results indicate the dominance of a mixed regime of lubrication throughout the stroke. This is particularly the case when the experiments are conducted at 80 °C, a typical engine sump temperature, when compared with those at 20 °C (a typical engine start-up temperature in the UK in the summer). A mixed hydrodynamic analytical model of the oil control ring–cylinder liner tribological interface is employed to apportion frictional contributions with their physical underlying mechanisms. Therefore, combined numerical and experimental investigations are extended to lubricant contamination/dilution by ethanol-based fuels. This study shows that the transition from E10 to E85 would have an insignificant effect on the friction generated in the oil control ring conjunction. This holistic approach, using a detailed predictive l mixed regime of lubrication model and a representative bespoke tribometry, has not hitherto been reported in the open literature. Full article

Hydrogels with high hydrophilicity and excellent biocompatibility have been considered as potential candidates for various applications, including biomimetics, sensors and wearable devices. However, their high water content will lead to poor load-bearing and high friction. Currently, two-dimensional (2D) materials have been widely investigated as promising nanofillers to improve the mechanical and lubrication performances of hydrogels because of their unique physical–chemical properties. On one hand, 2D materials can participate in the cross-linking of hydrogels, leading to enhanced load-bearing capacity and fatigue resistance, etc.; on the other hand, using 2D materials as nanofillers also brings unique biomedical properties. The combination of hydrogels and 2D materials shows bright prospects for bioapplications. This review focusses on the recent development of high-strength and low-friction hydrogels with the addition of 2D nanomaterials. Functional properties and the underlying mechanisms of 2D nanomaterials are firstly overviewed. Subsequently, the mechanical and friction properties of hydrogels with 2D nanomaterials including graphene oxide, black phosphorus, MXenes, boron nitride, and others are summarized in detail. Finally, the current challenges and potential applications of using 2D nanomaterials in hydrogel, as well as future research, are also discussed. Full article

Electrical bearing currents may disturb the performance of the bearings via electro-corrosion if they surpass a limit of ca. 0.1 to 0.3 A/mm². A continuous current flow, or, after a longer time span, an alternating current or a repeating impulse-like current, damages the raceway surface, leading in many cases to a fluting pattern on the raceway. Increased bearing vibration, audible noise, and decreased bearing lubrication as a result may demand a replacement of the bearings. Here, an electrically corroded axial ball bearing (type 51208) with fluting patterns is investigated. The bearing was lubricated with grease lubrication and was exposed to 4 A DC current flow. It is shown that the electric current flow causes higher concentrations of iron oxides and iron carbides on the bearing raceway surface together with increased surface roughness, leading to a mixed lubrication also at elevated bearing speeds up to 1500 rpm. The “electrically insulating” iron oxide layer and the “mechanically hard” iron carbide layer on the bearing steel are analysed by WLI, XPS, SEM, and EDS. White Light Interferometry (WLI) is used to provide an accurate measurement of the surface topography and roughness. X-ray Photoelectron Spectroscopy (XPS) measurements are conducted to analyze the chemical surface composition and oxidation states. Scanning Electron Microscopy (SEM) is applied for high-resolution imaging of the surface morphology, while the Focused Ion Beam (FIB) is used to cut a trench into the bearing surface to inspect the surface layers. With the Energy Dispersive X-ray spectrometry (EDS), the presence of composing elements is identified, determining their relative concentrations. The electrically-caused iron oxide and iron carbide may develop periodically along the raceway due to the perpendicular vibrations of the rolling ball on the raceway, leading gradually to the fluting pattern. Still, a simulation of this vibration-induced fluting-generation process from the start with the first surface craters—of the molten local contact spots—to the final fluting pattern is missing. Full article

As a core component for efficient variable speed transmission and energy saving, wet clutches are widely used in the transmission systems of energy-saving and new energy vehicles. However, with an increase in the service mileage of the wet clutch, the friction coefficient undergoes alterations. This leads to a deterioration of the control accuracy of the clutch transmission torque, which ultimately has a negative impact on the dynamic characteristics and driving safety of the entire vehicle. In order to understand the service behavior of the friction coefficient in a wet clutch, wet clutches with different service mileages were investigated experimentally and theoretically. The results show that as the service mileage increased, the hydrodynamic lubrication phase was extended. Analyses of the three-dimensional profile of the friction plate and the theoretical simulation of the friction revealed that the edge ridges of the friction pads were flattened. This increased the clutch engagement force when the asperities on the separator and friction plates came into contact. Full article

The layered double hydroxide (LDH) has been practically applied in the field of tribology and materials science due to its unique physicochemical properties, weak bonding, flexible structural composition, and adjustable interlayer space. In this work, a series of ultrathin and flexible composition of Ni-Fe LDH samples were prepared via a cost-effective room-temperature co-precipitation process. Then, they were mechanically dispersed into GTL base oil and their lubricating performance were tested by a four-ball tribometer. It is found that the variation of Ni-Fe ratio of Ni-Fe LDH has a great influence on the improvement of lubricating performance of GTL base oil. At the same concentration (0.3 mg/mL), the Ni-Fe LDH with Ni/Fe ratio of 6 was demonstrated to exhibit the best lubricating performance and the AFC, WSD, the wear volume, surface roughness and average wear scar depth decreased 51.3%, 30.8%, 78.4%, 6.7% and 50.0%, respectively. SEM-EDS and X-ray photoelectron spectra illustrated that the tribo-chemical film consisting of iron oxides and NiO with better mechanical properties formed and slowly replaced the physical film, which resists scuffing and protect solid surface from severe collisions. Full article

The lubrication performance of bearings is greatly influenced by the distribution of the lubricant. In this study, a cylindrical rolling bearing test rig was constructed and presented. The distribution of grease and lubricating oil along the contact region was examined using the laser-induced fluorescence technique, and the thickness of the layer was determined. The lubricating oil and grease layer thickness distribution map was acquired. The effects of supply amount, thickener content, and speed on grease distribution were examined. Mechanisms for replenishing the line contact area were investigated. Full article

The traction motor is a crucial component of high-speed electric multiple units, and its operational reliability is directly impacted by the temperature increase in the bearings. To accurately predict and simulate the temperature change process of traction motor bearings during operation, a fluid–solid–thermal simulation analysis model of grease-lubricated deep groove ball bearings was constructed. This model aimed to simulate the temperature rise of the bearing and the grease flow process, which was validated through experiments. The results from the simulation analysis and tests indicate that the temperature in the contact zone between the bearing rolling element and the raceway, as well as the ring temperature, initially increases to a peak and then gradually decreases, eventually stabilizing once the bearing’s heat generation power and heat transfer power reach equilibrium. Furthermore, the established fluid–solid–thermal coupling simulation analysis model can accurately predict the amount of grease required for effective lubrication in the bearing cavity, which stabilizes along with the bearing temperature. The findings of this research can serve as a theoretical foundation and technical support for monitoring the health status of high-speed EMU traction motor bearings. Full article

As the energy density and efficiency requirements of air compressors continue to increase, gas foil thrust bearings face a high risk of thermal failure due to their elevated speed and limited cooling space. This paper proposes a novel structure for gas foil thrust bearings with enhanced thermal characteristics. A thermo-elastic–hydrodynamic model is developed using a thermal-fluid–solid interaction approach to investigate aerodynamic and thermal performance. The load capacity and thermal characteristics of nine different boundary angles are analyzed. The model is validated, and the actual characteristics of gas foil bearings with various boundary angles are examined using a test rig. The results indicate that, compared to conventional gas foil thrust bearings with a boundary angle of 0°, the new structure with a boundary angle ranging from −10° to −5° not only maintains the load carrying capacity but also improves thermal characteristics. Furthermore, this improvement becomes more pronounced with higher rotational speeds. Therefore, the proposed optimization is advantageous in reducing the risk of thermal failure. Full article

The occurrence of an axlebox bearing ring raceway defect is an inevitable and commonly observed phenomenon in railway wheels. It not only leads to surface damage but also poses the potential threat of further damage and degradation, thereby increasing the risks associated with running safety and maintenance costs. Hence, it becomes imperative to detect raceway defects at an early stage to mitigate safety hazards and reduce maintenance efforts. In this study, the focus lies in investigating the effectiveness of vibration-based detection techniques for identifying raceway defects in high-speed train axlebox bearing systems. To achieve this, a dynamic model that accurately represents the coupling dynamics between the vehicle and the track is developed. This model incorporates various dynamic factors, such as traction transmission, gear transmission, and track geometry irregularities. By using the comprehensive dynamic model, the dynamic responses of the axlebox can be accurately calculated. The proposed methodology primarily revolves around analysing the vertical vibrations of the axlebox caused by raceway defects in both the time and frequency domains. Additionally, an envelope analysis using a developed band-pass filter is also employed. The results obtained from this study clearly demonstrate the successful detection of raceway defects in a more realistic vehicle model, thereby providing an efficient approach for the detection of axlebox bearing raceway defects. Consequently, this research contributes significantly to the field of high-speed train systems and paves the way for enhanced safety and maintenance practices. Full article

There is growing research on developing new and sustainable lubricants. Sustainable lubricants with adequate cold-flow properties are of particular interest for many applications. One limitation of the established methods for measuring cold flow properties is the large volume needed to test samples. This makes initial screening of many hard-to-synthesize samples difficult. In the current study, we compared the results of the older, widely accepted ASTM methods D97 (pour point, PP) and D2500 (cloud point, CP) to the newer, smaller-volume, and easier-to-perform methods D5949 and D5773 for bio-based base oils (estolides and iso-estolides). The CP results were in good agreement for less colored samples, but D5773 gave lower values for some darker (Gardner color >8) samples, especially esters. The D5949 showed a tendency to report slightly higher PP, especially for the lower values. Viscosities and densities in a wide temperature range (15 to 120 °C) were also measured. The surface tensions were estimated by a literature group method. Viscosity and density effects can only partially explain the differences in the PP values from the two methods. In conclusion, the newer mini-methods are an acceptable substitution when larger volumes are not accessible, unless the sample is too dark. Full article