Relation between scuffing resistance and the increase in surface hardness during tests under conditions of rolling/sliding

The effect on scuffing resistance of a change in the condition of the rubbing surfaces, especially surface hardness, was investigated using a two-disc machine. Scuffing resistance increased with increasing surface hardness during testing. The increase of surface hardness by work hardening is more beneficial in preventing scuffing than is a change in carbon content or heat treatment. Work-hardened disc surfaces allow surface film formation as a result of plastic deformation. Materials with large Meyer indices and high surface hardness are less prone to scuffing.     

The effect of the addition of phosphate esters to paraffinic base oils on their lubricating performance under sliding conditions

Using a modified Timken machine, the effect of the addition of different phosphate esters to paraffinic base oils on their lubricating performance was investigated. The aryl phosphate ester tricresyl phosphate (TCP) has a greater resistance to scuffing than the alkyl phosphate ester trioctyl phosphate (TOP) when used as a lubricant. In contrast, base oils containing TOP are superior to those containing TCP, although phosphate esters are effective only in base oils of higher viscosity than the esters.The lubricating performance of high viscosity base oils containing TOP is improved by coupling the ability of TOP to form a beneficial surface film with the ability of the base oils to build up thick oil films. The addition of TCP, which has a higher adsorption ability but a lower reactivity than TOP, seems, however, to prevent the formation of the oxide film which is formed with base oils alone owing to the marked ability of TCP to adhere to a metal surface. In addition, because of the low reactivity of TCP, iron phosphate is hardly formed. Consequently, the addition of TCP increases the scuffing load of the base oils but has the disadvantage of increasing the coefficient of friction.     

Scuffing resistance of phosphate esters

Scuffing tests with phosphate esters were conducted under very severe conditions of lubrication using a reconstructed Timken tester. Aryl phosphates were more effective as extreme pressure agents than alkyl phosphates. The difference in scuffing resistance between aryl and alkyl phosphates is attributed to the difference in the surface films produced by the reaction between the phosphate esters and the steel surface. Aryl phosphates formed iron phosphide and alkyl phosphates formed iron phosphate.     

A method for testing lubricants under conditions of scuffing. Part II. The anti-seizure action of lubricating oils

This paper describes an investigation of lubricating oils under extreme-pressure (EP) conditions in a specially modified four-ball tester. A new test method developed at the Tribology Department of ITeE described in Part I of this paper was used. In this, during a test run, the applied load is increased continuously and the friction torque is measured. A sudden increase in the friction torque indicates the collapse of the lubricating film — where scuffing is initiated. The load at this moment is called the scuffing load. If the load is increased further, it is possible to observe scuffing propagation until seizure occurs, i.e., a defined, maximum friction torque is reached. Thus, scuffing is considered as a process leading to seizure. Using the method, tribological experiments were performed employing various lubricating oils consisting of viscosity-index improvers and antiwear (AW) and extreme-pressure (EP) additives added to a base oil. Mineral and synthetic base oils of different kinematic viscosities were used. The aim was to investigate the influence of such lubricants on scuffing initiation and propagation with the present methodology. In Part I it was shown that scuffing initiation depends strongly on the kinematic viscosity of the lubricant; the higher the viscosity, the greater the scuffing load. The presence of AW and EP additives in the lubricant increases the scuffing load significantly. It was also shown that the kinematic viscosity of the lubricant oils has no effect on scuffing propagation. However, scuffing propagation is significantly mitigated by AW and, to a greater extent, by EP additives. The results of surface analyses show the decisive nature of the chemical reactions of AW and EP additives with the steel ball surface under scuffing conditions, as well as the possible diffusion of sulphur and phosphorus. Chemical reactions and diffusion lead to the creation of an inorganic surface layer (probably iron sulphide), the good anti-seizure properties of which limit scuffing propagation.     

The effect of phosphating on the friction and wear properties of grey cast iron

The friction and wear resistance of two commercial manganese phosphate coatings have been evaluated. Grey cast iron wear pins were treated by the two processes and were tested by sliding against a steel disc, under both lubricated and dry sliding wear conditions.Phosphating increases the sliding distance to scuffing as well as the scuffing load, whilst marginally reducing the coefficient of friction. No advantage was found in phosphating dry sliding surfaces.Phosphating reduces the likelihood of adhesive wear in marginal or poorly lubricated sliding couples. The choice of phosphate coating is primarily dependent on the surface finish of the sliding counterface; thin coatings are suitable if the counterface is smooth but thicker coatings are superior against rougher surfaces.     

Lubricating Performance of Organic Sulfides Under Repeated Rubbing Conditions

Repeated four-ball tests of squalane with or without organic sulfides have been carried out to investigate the relationship between the properties of surface film formed on the rubbing surfaces and the lubricating performance of several organic sulfides.

With dibenzyl disulfide and dibenzyl monosulfide, friction was remarkably reduced and load-carrying capacity raised in the second run with the additive after the first run without the additive, presumably in which only an oxide film had been formed. In contrast, for diphenyl disulfide, the repetition of rubbing tests, each with additive, was effective.

EPMA, XPS(ESCA) and electron diffraction techniques have been applied to examine surface films formed during rubbing process. It is confirmed that the formation of surface films with the optimum composition of oxide and sulfide has brought about the excellent lubricating performance of these organic sulfides.     

Condition monitoring of marine diesel engines through ferrographic oil analysis

The effect of surface hardness on scuffing was investigated using a two-disc machine. The changes in the surface conditions, especially surface roughness, surface hardness and the formation of an oxide film, in the running-in process have a marked influence on the scuffing resistance. Therefore a hard disc does not always have a high resistance to scuffing. In this investigation, quenched discs of the highest surface hardness, in which the improvement in surface roughness and the formation of an oxide film are expected to be small, offered the poorest resistance to scuffing. By contrast, annealed discs of the lowest hardness, in which a diminished surface roughness and an increased surface hardness caused by the work hardening that necessarily accompanies the formation of an oxide film are expected, exhibited a considerably higher resistance to scuffing.     

Lubricating Properties of Organic Phosphate Ester Aqueous Solutions

The lubricating properties of organic phosphate ester (DPZ) aqueous solution were investigated using the tribological testers and the home-built thin film interferometry. Experimental results indicate that DPZ can adsorb on the surfaces of rubbing pair, reduce the friction coefficient of boundary lubrication, and significantly improve the anti-seizure properties of water. Under the elastohydrodynamic lubrication (EHL), the lubricating film thickness decreases with the DPZ concentration increasing. It is thought that a preferential slip plane, which is created against the adjacent layer between the hydration sheath around the polar headgroups of DPZ molecules and bulk water, dramatically weakens the water film by breaking the H-bond network around surface.     

有机硼酸酯添加剂对摩擦副抗咬死性能影响研究

通过对稀土金属硼系列有机硼酸酯（Ｃ９Ｈ２１ＢＯ３）添加剂的润滑性能抗咬死性能试验研究,发现有机硼酸酯添加剂能显著改善滑动摩擦副的抗咬死性能及润滑油的润滑性能,通过分析磨斑表面Ｘ射线衍射图谱（ＸＰＳ）,发现该种添加剂作用下,摩擦副表面形成了聚合物膜,使得摩擦力减小了,随着载荷的增大,添加剂在摩擦热产生的高温作用下,部分原子如Ｃ、Ｂ同表面金属发生化学反应,生成了ＦｅＣ,Ｂ２Ｏ３,Ｈ３ＢＯ３等物质。结合     

Surface topography and tribology of cast iron in boundary lubrication

This work aims to study and understand the influence of the surface topography on wear of grey cast iron used for heavy duty diesel engine cylinder liners. A micro-alloyed grey cast iron was tested with different surface topographies. These were polished surfaces, honed surfaces (with two different honing parameters) and three model surfaces with well defined grooves on a polished specimen.Reciprocating friction tests using a steel ball rubbing against a flat or a cylindrical sample (extracted from a cylinder liner) were carried out on a Cameron Plint test rig. A commercial synthetic oil for diesel engine was used as the lubricant. The friction coefficient and the electrical contact resistance were measured during the tests. The wear volume of the cylinder liner part was also measured at the end of the test.The influence of the surface topography on the tribochemical film formation and on the wear behaviour of cast iron was established. Surfaces exhibiting lots of surface asperities had the highest wear, mainly due to delayed formation of protective tribochemical film. In our test conditions, the spacing between the grooves on model specimens had no influence on the wear behaviour of the cast iron specimens.     

Analysis of micro-elastohydrodynamic lubrication for engineering contacts

The paper describes methods which have been developed for theoretical analysis of elastohydrodynamic lubrication (EHL) in situations where the nominal oil film thickness is of the same order as the height of roughness asperities on the surfaces in contact. In such contacts the roughness significantly affects the distribution of pressure, and pressures much higher than predicted on the basis of smooth surface theory are obtained even under conditions where a full fluid film is present. This has consequences for surface fatigue processes such as pitting, and the presence of roughness is also considered to be a crucial factor in the occurrence of scuffing in which hydrodynamic film failure leads to adhesion and severe distress of the surfaces. The major aim of the work is to develop a better undertanding of the physics of scuffing based upon models of film failure in the presence of roughness.     

Effect of surface texturing on elastohydrodynamically lubricated contact under transient speed conditions

Effect of surface topography modifications on lubrication film thickness within non-conformal lubricated contact operated under transient speed conditions is observed. Optical test rig is used to observe the lubricant film behaviour between the flat surface of a chromium coated glass disc and a steel ball under simplified operational conditions modelling the cam and tappet contact. Numerical simulation was used to be able to choose the operating conditions suitable for experiments. An array of micro-dents was produced on the ball surface to be able to demonstrate the effect of surface topography on lubrication film formation. Experiments were carried out under elastohydrodynamic lubrication conditions. Obtained results have shown that surface texturing could represent the way how to increase lubrication efficiency of rolling/sliding non-conformal contacts under transient operational conditions through the lubricant emitted from micro-dents. It was found that the lubricant emitted from the micro-dents helps to separate rubbing surfaces especially under thin film lubrication conditions where the rubbing surfaces moves in the opposite direction.     

The effect of oxy-nitrided steel surface on improving the lubricating performance of tricresyl phosphate

A ball-on-disc wear tester was employed to study the effects of an oxy-nitrided steel surface on the lubricating performance of oil additive tricresyl phosphate. Mechanisms of the effects were discussed based on the analytical results obtained with several surface analysis methods. It was found that tricresyl phosphate showed much better anti-scuffing and anti-wear properties on an oxy-nitrided steel surface. The main reason for these effects is that the pretreated iron oxide film on an oxy-nitrided steel surface could promote the chemical reaction of tricresyl phosphate with iron to form a thicker and more compact boundary lubrication film on the wear surfaces.     

滑动速度对油润滑表面胶合磨损的影响

在油润滑条件下,钢对钢摩擦副的胶合摩损不仅取决于润滑油膜是否破裂,而且取决于在摩擦表面上化学反应膜的形成情况。本文研究了在油润滑条件下滑动速度对钢摩擦副胶合的影响。在低滑动速度下摩擦表面易于形成反应膜,油膜破裂后并不直接发生胶合。胶合发生在高温、高摩擦系数的恶劣条件下。在高滑动速度下油膜破裂后很容易发生胶合,发生胶合前的表面温度和摩擦系数都比较低。     

Effect of a magnetic field on boundary lubrication

The effect of a magnetic field applied externally on boundary lubricating performance was investigated under sliding contact conditions by using a ball-on-disc type tester. It was confirmed by measuring the change in surface contact potential that the surface reactivity of a carbon steel was increased by magnetizing. The temperature at which the coefficient of friction rapidly rose was increased by applying the magnetic field to the rubbing surfaces. Hence, the resistance of the adsorbed films or the boundary films to thermal disturbance was enhanced in the presence of the magnetic field. The enhancement was detected only with oils containing polar substances. In contrast, for oils without polar substances, which have poor adsorption ability and whose molecules are not expected to be oriented in the direction of the magnetic field, the enhancement in boundary lubricating performance was not detected.     

Behavior of real roughness features within mixed lubricated non-conformal contacts

A combination of thin film colorimetric interferometry and phase shifting interferometry was used to study the effect of slide-to-roll ratio on the micro-elastohydrodynamic action and asperity-contact mechanism on the real asperity scale. The behavior of the roughness features of different scales in very thin film, real rough surface elastohydrodynamic contacts was observed from chromatic interferograms evaluated by thin film colorimetric interferometry. Obtained film thickness distribution was compared with undeformed ball surface topography measured by phase shifting interferometry. It was confirmed that the presence of deep grooves within lubricated contact can result in lubrication film breakdown under positive slide-to-roll ratio conditions when the rough surface is moving slower than the smooth surface. Negative slide-to-roll ratio conditions are much less critical from this point of view. Moreover, shallow pits formed naturally on rubbing surface as a result of surface finishing process were observed to significantly influence the film thickness formation. They act as lubricant micro-reservoirs and emit the lubricant into the contact under rolling/sliding conditions that enlarges film thickness. Such a behavior also suggests the possible beneficial tribological effect of surface texturing based on shallow micro-cavities under mixed lubrication of non-conformal surfaces.     

The temperatures at scuffing and seizure in a four‐ball contact

The temperature of surface asperities affects lubricant‐surface tribochemical interactions. It is important to know the nature of this to identify ways of preventing scuffing and seizure under extreme‐pressure (EP) conditions. A new model for the determination of the temperature of contacting asperities is presented in this paper. It assumes the superposition of thermal processes occurring on the macroscale and thermal phenomena in the contact of asperity tips (microscale). Numerical results have been obtained for conditions of four‐ball testing of various lubricating oils — a mineral base oil with and without antiwear and EP additives. To calculate the scuffing and seizure temperatures, knowledge of the mechanical and physical properties of the test ball material (bearing steel) and lubricants, as well as the parameters describing the surface topography of the balls, was necessary. Friction coefficient curves were also needed; they were determined during four‐ball tests with a continuously increasing load. For the base oil with lubricating additives, the temperature of contacting surface asperities at the moment of scuffing initiation was calculated to be about 230°C and increased to over 1000°C at the highest loading of the four‐ball tribosystem. This suggests the possibility of tribochemical reactions of the lubricating additives with the steel surface, and diffusion of some elements, a modified surface layer having good antiseizure properties being produced. Such a layer prevents seizure of the tribosystem. For the base oil without lubricating additives, scuffing initiated at about 150°C and the temperature exceeded 1200°C at seizure. The temperature values obtained agree with results in the literature.     

The effect of cast iron graphite on friction and wear performance III: The lubricating effect of graphite under rolling-sliding contacts

The formation of nodular cast iron graphite films and the factors affecting squeeze film formation during rolling-sliding contact are discussed. The lubricating effect of the graphite is confirmed by roller tests and by practical gear tests. The frictional torque behaviour and wear change with surface treatments such as etching and hardening. The wear loss of ground specimens is greater than that of etched specimens because of differences in the substrate hardness and the microstructure. The formation of cast iron graphite films on hardened ground surfaces covered with a plastic flowed layer is difficult because of the small plastic deformation of the substrate, and severe wear occurs. The lowest values of the frictional torque and of the wear rate are obtained for ground surfaces with a substrate hardness of about 300 HV. This is due to the ease of formation of a graphite film as a result of the combined effects of fatigue failure of the surface and a squeeze phenomenon. The size of the spherical graphite particles affects film formation. If the size is doubled, the wear rate is halved. The grinding of tooth surfaces has a detrimental effect on the fatigue wear life.     

Effect of surface texturing on mixed lubricated non-conformal contacts

The behaviour of surface texturing based on shallow micro-dents was observed within mixed lubricated non-conformal contacts and compared with results obtained under thin film elastohydrodynamic conditions. Thin film colorimetric interferometry was used to observe the changes in lubrication film thickness. It was found that lubricant emitted by micro-dents could effectively lift off the real roughness features that provided an increase in average but also the local minimum film thicknesses. On the contrary to smooth contact conditions no film thickness reduction is obvious either downstream or upstream the micro-dent. The possible beneficial effect of surface texturing on mixed lubricated contact was checked through the qualitative wear test. It confirmed that an array of shallow micro-dents reduced asperity interactions of rubbing surfaces. Moreover, the effect of micro-dents on rolling contact fatigue was also considered in this study. It has been shown that individual dents would have to be much deeper compared to those used in surface texturing experiments to cause reduction in contact fatigue life. It can be suggested from the obtained results that properly designed surface texturing could help to increase the separation of rubbing surfaces under mixed lubrication conditions.     

Effects of lubricants on friction and wear of Ti(CN)/1045 steel sliding pairs

The friction and wear properties of Ti(CN)/1045 steel rubbing pairs were investigated under dry and lubricated conditions by using a pin-on-disk tribometer. The selected speed range was 0.8 to 3.2 m/s and the load range was 58.8 to 235.2 N. Distilled water and a mineral oil (no additives) were used for lubrication, respectively. The wear of Ti(CN) ceramic under dry conditions was caused mainly by adhesion between the rubbing surfaces and the microfracture of Ti(CN). With the load and speed increasing, the adhesion and diffusion between rubbing surfaces increased and resulted in wear increasement of Ti(CN). Because of the brittleness of ceramics, the microfracture wear of Ti(CN) increased rapidly when the load was raised to some high values. The lubricating and cooling effects of the lubricants could improve the frict on and wear. Compared with water, oil was much better in improving the tribological properties. The analysis results obtained from XPS and AES examinations showed that ferrous oxide was produced on the wear scars, which could reduce the adhesion between the rubbing surfaces to some extent. The lubricating effects of the oil under boundary lubrication conditions were attributed to the formation of carbon films on the rubbing surfaces.