Effect of surface texturing on rolling contact fatigue within mixed lubricated non-conformal rolling/sliding contacts

The rolling contact fatigue (RCF) life of highly loaded machine components is significantly influenced by the surface roughness features so that there is a continuous effort to design the topography of rubbing surfaces to enhance lubrication efficiency and prolong the operation of machine components. It can be suggested from the recent experimental results that lubricant emitted from shallow micro-dents could effectively lift off the real roughness features and reduce the asperities interactions within rolling/sliding mixed lubricated contacts. Thereby the additional supply of lubricant from surface features could help to reduce the risk of surface damage through the reduction of the interaction of rubbing surfaces during start-up or starvation. However, the introduction of such roughness features into the rubbing surfaces of highly loaded non-conformal contacts should consider not only the effects on lubrication film thickness but also on RCF.That is why this study is focused on the effects of surface texturing on RCF within non-conformal rolling/sliding contacts operated under mixed lubrication conditions. The principal task has been whether possible beneficial effect on film thickness is not accompanied by the reduction in RCF life. Textures with various sizes of micro-dents and their arrangement within the contacts have been considered. It has been found that results obtained with textured surfaces have exhibited no obvious reduction in RCF. Conversely, some increase in RCF using textured surfaces was observed that could be attributed to the positive contribution of micro-dents working as lubricant micro-reservoirs that reduce asperities interactions. Nevertheless, further experiments are necessary to confirm this possible beneficial contribution of surface texturing on RCF.     

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.     

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.     

Effect of shot peening on rolling contact fatigue and lubricant film thickness within mixed lubricated non-conformal rolling/sliding contacts

The effect of shot peening on rolling contact fatigue (RCF) and lubricant film thickness within non-conformal rolling/sliding contacts operated under mixed lubrication conditions was observed in this study. Rolling contact fatigue tests and film thickness measurements were carried out using specimens with modified surface topography by shot peening process using glass beads having diameter between 0.07 and 0.11 mm. It has been shown that the effect of shot peening on RCF has no positive effect even if shot peened surface of the roller exhibited somewhat higher hardness in contrast to the grounded surface. The reduction of RCF may be caused due to asperities interactions because after shot peening the surface roughness of the roller was increased. Film thickness measurements confirmed that the contact is realized actually only between asperity peaks of shot peened ball and smooth disc.Conversely, no negative effect on RCF was observed when the shot peened surface of the roller was polished. The polish of asperity peaks causes the creation of lands and micro-cavities, which may be employed as lubricant micro-reservoirs. From film thickness measurements it has been observed that lubricant emitted by shallow micro-cavities can provide the local increase in lubrication film thickness, which thereby reduces asperities interactions. Similar results were obtained for start-up conditions where the squeeze lubricant enlarges film thickness and reduces surface interactions.From the obtained results, it can be suggested that properly designed surface topography modification could help to increase the efficiency of lubrication films leading to the enhancement of contact fatigue life of non-conformal mixed lubricated rolling/sliding contacts.     

Behavior of thin viscous boundary films in lubricated contacts between micro-textured surfaces

Thin film colorimetric interferometry was used to map changes in film thickness in the vicinity of micro-dents of various depths produced on rubbing surfaces. It has been shown in recent studies that shallow micro-features within concentrated contact can increase mean film thickness by supplying more lubricant to the contact; however, this beneficial effect can also be accompanied by a local film thickness reduction. Nevertheless, these observations were done with mineral base oils that exhibited no boundary films formation. In this study the behavior of micro-textured surfaces are observed using formulated lubricant containing polyalcylmethacrylate (PAMA), viscosity index improver with boundary film forming properties. Obtained results show that an enlarged film thickness due to the presence of viscous boundary films is formed within the whole contact and these boundary films minimize the local film thickness reduction caused by micro-dents and further increase the efficiency of surface texturing within non-conformal contacts. It can be suggested from the obtained results that joint action of both boundary film formation and surface texturing combines both contributions that can help to increase tribological performances in different stages of machine parts operation by increasing lubrication film thickness.     

The effect of surface texturing on thin EHD lubrication films

Surface texturing has been successfully used for conformal contacts in many tribological applications in an effort to diminish friction and wear. However, the use of such a surface modifications are still in nascent as far as highly loaded contacts between non-conformal surfaces are concerned. It is mainly caused by the fact that the presence of such micro-features within these contacts can significantly influence the pressure distribution within the contact. Nevertheless, it has been shown in recent studies that the surface texturing can also have beneficial tribological effects if the depth of micro-features is properly designed. This paper is devoted to the experimental study of the effect of the micro-dents of various depths on thin lubrication films to find an experimental evidence of the micro-feature depth threshold for surface texturing applications in highly loaded non-conformal surfaces. The behaviour of an array of micro-dents within thin EHD contacts has been studied by thin film colorimetric interferometry. The influence of surface texturing on lubricant film formation has been observed under sliding/rolling conditions. The significant effect of micro-dents depth on lubricant film thickness is observed for positive slide-to-roll ratio when the disc is moving faster than the micro-textured ball. The presence of deep micro-dents within lubricated contact results in film thickness reduction downstream. As the depth of micro-dents is reduced, this effect diminishes and beneficial effect of micro-dents on film thickness formation has been observed. No significant influence of micro-dents depth on lubricant film shape has been observed in case of negative slide-to-roll conditions when micro-dents do not cause film thickness reduction regardless of their depths.     

Effect of surface texturing on the elastohydrodynamic lubrication analysis of metal-on-metal hip implants

With the development of surface processing techniques, applications of bearing components have been introduced with specific surface textures to take advantage of lubrication.An advanced numerical model was established to simulate the mixed EHL problem of a metal-on-metal hip prosthesis with dimpled surface texturing. The surface texture with simple cylindrical dimples was numerically simulated, under both steady state and walking conditions.The present results showed that surface texturing may have a potentially beneficial effect on the reduction of asperity contact ratio and the improvement of lubrication performance of metal-on-metal hip replacements, particularly under predominant boundary lubrication conditions.     

A computer model of mixed lubrication in point contacts

A numerical model of mixed lubrication is presented in this paper. The idea introduced here is that asperity contact may be viewed as a result of a continuous decrease in film thickness, so that the transition between contact and non-contact is continuous and the same mathematical model should work for both regions. The pressure over the thin films is assumed to obey the Reynolds equation, and the solution of the equation, under the condition of h→0, is expected to be the same as that predicted by the theory of elasticity. To achieve convergent and stable solutions, the left-hand side terms of the Reynolds equation are switched off when the local film thickness approaches zero, leading to a reduced Reynolds equation. Pressure distributions over the entire computation domain are thus obtained through solving a unified equation system without identifying hydrodynamic or asperity contact regions. Computations were conducted for several example cases and results show that convergent solutions are achievable on different types of roughness, over a wide range of λ ratios (0.01 to infinity), and for different slide-to-roll ratios (0.0–2.0).     

The effect of surface texturing in soft elasto-hydrodynamic lubrication

A theoretical model is developed to study the potential use of laser surface texturing (LST) in the form of spherical micro-dimples for soft elasto-hydrodynamic lubrication (SEHL). The model consists of mutual smooth elastomeric and LST rigid surfaces moving relatively to each other in the presence of viscous lubricant. The pressure distribution in the fluid film and the elastic deformations of the elastomer are obtained from a simultaneous solution of the Reynolds equation and the equation of elasticity for the elastomer. An extensive parametric investigation is performed to identify the main important parameters of the problem, which are the aspect ratio and area density of the dimples. The parametric analysis provides optimum parameters of the surface texturing and shows that LST effectively increases load capacity and reduces friction in SEHL.     

Effect of surface roughness parameters on mixed lubrication characteristics

In this paper, a computer program was developed to generate non-Gaussian surfaces with specified standard deviation, autocorrelation function, skewness and kurtosis, based on digital FIR technique. A thermal model of mixed lubrication in point contacts is proposed, and used to study the roughness effect. The area ratio, load ratio, maximum pressure, maximum surface temperature and average film thickness as a function of skewness and kurtosis are studied at different value of rms. Numerical examples show that skewness and kurtosis have a great effect on the contact parameters of mixed lubrication.     

Effect of real longitudinal surface roughness on lubrication film formation within line elastohydrodynamic contact

In many applications (e.g. roller, barrel or needle bearings) surface features exhibit longitudinal alignment to the direction of motion. These features are produced by surface finishing techniques in the circumferential direction and are associated with line or very wide elliptical contact geometries. In such a case, the contact length in the direction of motion is considerably shorter comparing its width and the effect of a longitudinal roughness could significantly influence the lubrication film formation. Recent experimental studies have indicated less severe effect of a longitudinal roughness on lubrication film formation in the comparisons with that observed with transversely orientated roughness caused by the inlet perturbation. Nevertheless, these experimental studies have been focused on the behaviour of artificially produced asperities within a circular contact. The quantitative experimental study of longitudinal real surface roughness within a line contact has not been realized yet. That is why, in this study, the line contact formed between a steel tapered roller and glass disc is observed within an optical test rig and the effects of real surface roughness on lubrication film formation are studied. Experiments carried out under pure rolling conditions have shown that the depth is the key parameter that influences the effect on the film thickness. If the roughness features are shallow, the lubrication film shape within the contact follows the shape of the surface closely. However, the groove having only about 800 nm in depth divided the line contact into two parts that behave as two separate line contacts. Such an effect can increase the risk of the wear of rubbing surfaces as the lubrication film thickness between the real machine components can be significantly lower than expected.     

Deterministic mixed lubrication modelling using roughness measurements in gear applications

The presence of surface roughness on the teeth of hardened and ground power transmission gears is an unavoidable consequence of their manufacture. The paper discusses the effect of surface roughness when the elastohydrodynamic lubricant film thickness developed between the gear tooth surfaces is small compared to the heights of the roughness features. The ratio of these quantities, called the Λ value, may be well below unity in typical applications. For such thin film conditions the moving roughness features cause the elastohydrodynamic contact between the gears to be highly transient in nature. Surface roughness features on the working surfaces of the gears move past each other during meshing and these asperity encounters are associated with extreme pressure perturbations, or with film breakdown and isolated asperity boundary lubrication events. The paper reviews approaches used to study this problem and describes a coupled approach to solving the elastic and hydrodynamic equations. This allows numerical solutions to be obtained for these extreme conditions so that transient contact events associated with mixed lubrication can be predicted in a unified numerical solution scheme. Typical results obtained from such an analysis are presented including surface fatigue modelling and contact strain energy calculations.     

Film-forming capability in rough surface EHL investigated using contact resistance

Highly loaded machine elements such as gears and cams have a non-smooth surface topography that is created during manufacturing. It is well known that the film-building properties of such surfaces may be different from those that are perfectly smooth. The capability to form a separating film may also be altered in time due to run-in phenomena. In this study, a smooth steel ball was loaded against rough steel discs and run under pure rolling as well as sliding conditions. Several different steel surfaces were tested under nominal EHL conditions, where the contact was monitored by means of its electrical resistance and capacitance. Each surface was first run in for 15 min, followed by a sweep-in speed determining the lift-off curve. Electrical contact measurements were continuously conducted during run in as well as lift-off. Fully formulated gear oil and its base fluid were used as test lubricants. Results show that run in of a surface seems to be a competition between conformation of surface topography and tribofilm formation. At the tested conditions, the formation of a tribofilm is dependent on the initial surface topography and is created rapidly causing less metal–metal contact. This film also seems to effectively prohibit changes in surface topography causing less structural run in than expected.     

Molecular dynamics simulation of surface energy and ZDDP effects on friction in nano-scale lubricated contacts

Molecular dynamics simulations are used to study the tribological performance of a lubricant mixture containing hexadecane base oil and 5% zinc dithiophosphate (ZDDP) under molecular confinement conditions. The influence of ZDDP additive and the surface-lubricant interaction on the mechanical and thermal interfacial response are studied in detail. Results show that mechanical and thermal slips are reduced by increasing the surface energy. Simulations also demonstrate the migration of ZDDP molecules and their adsorption onto the solid surface resulting in a remarkable suppression of mechanical slip compared to pure hexadecane. Consequently, the effective shear rate is higher and so is the friction.     

A study on the effect of starvation in mixed elastohydrodynamic lubrication

The effect of starvation in mixed elastohydrodynamic lubrication (EHL) regime is studied. Numerical simulations are conducted for both line and point (elliptical) contacts with the consideration of the surface roughness. The degree of starvation is linked directly to the reduction in the lubricant mass flow rate. Results are presented to gain insight on the influence of starvation on the film thickness as well as the interaction between the surface asperities. Extensive sets of simulation results are used to quantify the effect of starvation in the EHL of rough surfaces. Expressions are developed to predict the percentage of the load carried by the surface asperities (asperity load ratio) as well as the reduction of the central and minimum film thickness in the starved mixed EHL.     

Rolling contact fatigue in lubricated contacts

This work presents and discusses the results of rolling contact fatigue tests (IP-300) with six different lubricants using a four-ball E.P. lubricant tester. These results tended to confirm the mechanism for rolling fatigue proposed by Jin and Kang. The lubricants tested were two mineral oils (SN 350 and SN 600) and four synthetic oils (PAG-9, PAG-12, PAO 6, and PAO X), the test machine used was a Four-Ball E.P., and the IP 300/87 standard was applied. The results indicated that: 1) lubrication has an important influence on the rolling fatigue life of mechanical components; 2) normally, in oils of the same family, the higher the viscosity is, the higher the rolling fatigue life is; 3) besides viscosity, other lubricant properties such as the pressure–viscosity coefficient (α), compressibility (B), and the EHL friction coefficient (γ), should all be taken into account for lubricated contact design.     

Experimental study of starved EHL contacts based on thickness of oil layer in the contact inlet

Starved lubrication conditions bring the risk of the damage of machine components. The experimental simulation of starved conditions is connected with the need to define the input conditions to joint the amount of the oil entering the contact with the resulting film thickness. This paper describes the experimental approach based on the thickness of the oil layer entering the starved contact. The use of multiple contacts optical test rig based on thin film colorimetric interferometry for film thickness measurement has enabled to simulate starved conditions and to compare the obtained results with theoretical prediction. The first elliptical contact between spherical roller and the glass disc is used to supply the defined oil layer to the second contact formed between the steel ball and the glass disc. Through the comparison with the theoretical prediction it was found that acceptable input conditions for the study of starved contacts can be achieved with such test rig configuration.     

Influence of surface texture on boundary lubricated sliding contacts

The friction and wear behaviour of boundary lubricated sliding surfaces is influenced by the surface texture. By introducing controlled depressions and undulations in an otherwise flat surface, the tribological properties can be improved. Lubricant can then be supplied even inside the contact by the small reservoirs, resulting in a reduced friction and a prolonged lifetime of the tribological contact.In the present paper, well-defined surface textures were produced by lithography and anisotropic etching of silicon wafers. The wafers were subsequently PVD coated with thin wear resistant TiN or DLC coatings, retaining the substrate texture. The size and shape of the depressions were varied and evaluated in reciprocating sliding under dry and boundary lubricated conditions.     

Fretting corrosion of lubricated tin plated copper alloy contacts: Effect of temperature

The fretting corrosion behaviour of lubricated tin plated copper alloy contacts at ambient and elevated temperatures is addressed in this paper. At 27 °C, lubrication is very effective and the contact resistance remains stable for several thousand fretting cycles whereas at elevated temperatures (155 °C) the performance of lubricated contact is not appreciable. Surface profile and surface roughness confirm that the lubricated contacts have a smoother profile and experience a lesser damage at the contact zone at ambient as well as at elevated temperatures. The mechanism of fretting corrosion of tin plated contacts appears to be similar with and without lubrication at all the temperatures studied. The difference in performance of the lubricated contacts at ambient and elevated temperatures is due to the faster wear rate of tin coating at elevated temperatures. Oxidation of the contact zone of the lubricated contacts is prevented at all temperatures studied. The study concludes that lubrication is effective in improving the life of the tin plated copper alloy contacts under fretting conditions at ambient temperatures whereas at elevated temperatures lubrication provides only a marginal improvement in performance. The decrease in performance of lubricated tin plated contacts at elevated temperatures is due to the higher wear rate of tin coating and not due to evaporation of the lubricant.     

The influence of surface roughness in elliptical contacts

The influence of surface roughness on contact behaviour is of great importance in many tribological situations. In the last decade several methods to calculate the pressure distribution and the real contact area in contacts between rough surfaces have been described. A problem arising for slender elliptical contacts, such as between gear teeth, roller and raceway, cam and follower, etc., is that the size of the contact is much greater than the size of the asperities. Accordingly the number of contact nodes necessary for an accurate solution to the problem becomes excessively large. This paper describes a method to calculate the influence of three-dimensional surface roughness in contacts that are very long in one direction. The method is based on restricting the calculations to a subpart of the real contact area, while the rest of the contact is taken into account by mirroring techniques. The results show that the real contact area is very sensitive to the amplitude of the roughness, while the waviness is less important. An equation is suggested from which the real area can be calculated if the smooth case contact parameters and two roughness parameters are known.