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。     

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.     

Effect of surface roughness and surface texture on scuffing

This paper discusses the results of disk tests designed to examine the effect of surface roughness and surface texture on scuffing and related behavior. AISI 9310 steel disk of varying surface roughness and surface texture, along with a MIL-L-7808G lubricant, were used. It is shown that, under otherwise comparable situations, (a) an increase in the composite surface roughness increases the coefficient of friction at scuffing, decreases the scuff failure load, and decreases the critical temperature, (b) the cross-ground disks give a lower coefficient of friction at scuffing and a higher scuff failure load than the circumferentially-ground disks, but nearly the same critical temperature, and (c) an increase in the sliding velocity or sum velocity, at a constant sliding-to-sum velocity ratio, decreases the coefficient of friction at scuffing, decreases the scuff failure load, and decreases the critical temperature.The superior performance of the cross-ground disks compared with the circumferentially-ground disks is attributed to the effect of surface texture on microelastohydrodynamic action. The variations of the oil film thickness ratio at scuffing, the coefficient of friction at scuffing, and the critical temperature with respect to surface roughness, surface texture, and operating variables have been shown to correlate well with a dimensionless parameter $\text{ξ}{}_{\mathrm{?}}$.     

Temperature Analysis in Lubricated Simple Sliding Rough Contacts

A temperature analysis of dry sliding fully plastic contact is extended to calculate the asperity temperatures between a sliding lubricated rigid smooth plane and a stationary elastic rough surface. First, surface roughness is generated numerically to have a Gaussian height distribution and a bilinear autocorrelation function. Lai and Cheng's elastic rough contact computer program is then used to determine the asperity contact loads and geometries of real contact areas. Assuming different frictional coefficients for shearing the lubricant film at the noncontact areas, shearing the surface film at the asperity contacts and shearing the oxide film as the asperity temperature exceeds a critical temperature, asperity temperature distributions can be calculated. Eight cases in Durkee and Cheng's scuffing tests of lubricated simple sliding rough contacts are simulated by using 20 computer-generated rough surfaces. The results show that scuffing is correlated to high-temperature asperities which are above the material-softening temperature.     

Scuffing resistance of phosphate esters II: Effect of applied voltage

The scuffing resistance of tricresyl phosphate under severe conditions of lubrication was investigated using a reconstructed Timken machine. Although the iron phosphate formed on rubbing surfaces is effective in preventing scuffing under mild lubricating conditions, transformation to iron phosphide is essential to prevent scuffing under severe lubricating conditions. The friction polymer produced during tests is beneficial in increasing scuffing resistance.The formation of surface films is influenced by the electric current flowing between the rubbing surfaces as a result of the formation of a galvanic cell or an externally applied voltage. To prevent scuffing it is beneficial to promote film formation on a surface operating under more severe lubricating conditions than those of the mating surface. However, excessive promotion of surface film formation by the applied voltage decreases scuffing resistance by preventing film formation on the mating surface.     

Compositional changes in lubricated sliding metal surfaces related to seizure

This paper presents an investigation into the mechanisms of failure in lubricated sliding metal contacts. Reciprocated sliding with cylinder-on-disc geometry was performed with three types of lubricants based on polyalphaolefin (PAO) oils and three sets of additives. The normal force and sliding speed were chosen to give partial scuffing or seizure within a few hours. The chemical surface films which form through reactions between additives in the lubricants and the metal surfaces were analysed by scanning electron microscopy and Auger electron spectroscopy, before and after the onset of seizure. It is concluded that all three oils formed a rigid surface film as a result of a combination of chemical and mechanical actions in the contact surface. Seizure was initiated by mechanical fatigue and disruption of the film which exposed the metal surfaces to severe scuffing. It Was Also Noticed that different additives gave different friction and wear properties to the contact system.     

Model of scuffing based on the vulnerability of an elastohydrodynamic oil film to chemical degradation catalyzed by the contacting surfaces

A model of scuffing is developed based on the premise that metallic surfaces can catalyze degradation of the lubricant film in situ. A failure mechanism for elastohydrodynamic films based on rapid decomposition of mineral and synthetic oils involving chemical reaction between entrapped oil and the containing surfaces is proposed. It is suggested that this destruction of the elastohydrodynamic oil film allows adhesion between nascent metal of opposing surfaces in the contact which in turn causes scuffing. Suppression of scuffing by the application of coatings that do not catalyze the oil decomposition and by the action of some lubricant additives which may block the catalytic effect of metallic surfaces is discussed. Effect of solid lubricant films and contaminant layers on scuffing is also described.     

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.     

Global and local analysis of gear scuffing tests using a mixed film lubrication model

Gear tests were performed in a FZG test rig in order to evaluate the influence of the operating conditions (torque, speed and oil bath temperature), gear geometry and base oil viscosity on gear scuffing.A mixed film lubrication model was used to evaluate the normal pressures and shear stresses in several points along the gear meshing line, for each load stage and for all the gear scuffing tests performed.The gear scuffing results were analyzed using two different approaches: one considering global gear parameters defined at the meshing line scale and another based on local parameters at the roughness asperity scale, determined using the mixed film lubrication model.The analysis at the roughness asperity level was used to complete the scuffing study performed with global gear contact parameters, explaining the occurrence of scuffing during ‘running-in’, justifying the zones in teeth flanks where the first scuffing marks appear and supplying indicators for low scuffing resistance at high oil bath temperatures.     

Heat of adsorption and critical temperature studies of boundary lubricants on steel surfaces

The study of heat of desorption on sliding steel surfaces under boundary lubrication gave an optimum surface roughness value at which the total heat is minimum. This value is both quantitatively and qualitatively analysed and identified as heat of desorption of molecules of additives from the base oil on to the steel surface and the activation energy of the interface material due to dislocation movement.It is shown that the change in entropy (ΔS) of the boundary lubricant is a controlling factor for effective lubrication. Limiting value of coverage for a particular value of change in entropy is necessary to prevent scuffing of steel surfaces. The study also reveals that a minimum value of concentration of polar additives is necessary for effective boundary lubrication. These results help to elucidate the mechanism of scuffing of the steel surfaces.     

Effect of some material and operating variables on scuffing

This paper summarizes the results of scuffing tests performed on AMS 6260 steel disks, covering three oils (a MIL-L-7808G oil, a MIL-L-23699A oil, and a straight mineral oil), two oil supply temperatures, a variety of sliding and sum velocities, and two modes of operating the test disks such that the potential failure sites on the disk surfaces either do or do not synchronize precisely in repeated cycles of operation. It is shown that, under otherwise comparable situations, (a) different oil-steel combinations allow the operation to penetrate by different degrees into the boundary lubrication regime before scuffing occurs, (b) an increase in the sliding velocity, at constant sum velocity, decreases the scuff failure load and the critical temperature, (c) an increase in the sum velocity, at constant sliding velocity, increases the scuff failure load and the critical temperature, (d) the effect of changing the sliding velocity or sum velocity, at a constant sliding-to-sum velocity ratio, depends on the balance of the opposing effects of sliding ans sum velocities at the particualar velocity ratio of interest, and (e) the scuff failure load and the critical temperature are markedly increased when the potential failure sites on the disk surfaces do not precisely synchronize on repeated cycles of operation.It is further demonstrated that the variations of the oil film thickness at scuffing, the coefficient of friction at scuffing, and the critical temperature with respect to all surface and operating variables correlate satisfactorily with a dimensionless parameter ξ_f.     

系统时变观点的齿轮胶合机理的求解思路

基于系统的和时变的观点~［１］，提出了表征系统摩擦学状态的参数，并定量地研究了系统运行过程中的摩擦热和摩擦表面力学性能、摩擦体热膨胀、润滑油性能及润滑状态、边界膜润滑能力、接触状态、摩擦系数等的变化及其对系统工作状态的影响，提出了摩擦学系统工作状态参数和不同胶合磨损形式的判别式。在此基础上，提出了预测初期胶合发生及胶合程度的数值计算思路。     

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.     

A review of scuffing and running-in of lubricated surfaces, with asperities and oxides in perspective

The slow progress in the understanding of scuffing (scoring) and runningin of most lubricated surfaces is probably due to an inadequate understanding of the details of asperity deformation and oxide formation. The thickness and properties of oxides influence the stress states imposed on asperities as much as does the liquid lubricant, but the oxides are ignored in theories. Present theories also focus on adhesion as the cause of scuffing and they usually do not take account of the changing surface roughness during sliding. There may indeed be some evidence of adhesion in the later stages of damage but adhesion has not been demonstrated to be the initiating mechanism of scuffing. Plastic fatigue is the more likely explanation, and this can occur without atomic contact between the sliding surfaces.     

The Role of Surface Chemistry in Lubrication and Scuffing

Since the advent, of railways, the main work in lubrication has been towards understanding the formation of the oil film. The emphasis is now changing. Interest, is concentrated on film breakdown. While hydrodynamic theory can calculate the film thickness between surfaces, it cannot predict the critical, oil-film thickness for failure. This is the task of surface chemistry and metallurgy. In this paper, the factors involved in failure are described, in particular the importance of physisorption and chemical reaction, or chemisorption, is emphasized. A mechanism of scuffing based, on the residence time of molecules is advanced.     

Experimental and Numerical Study of Micropitting Initiation in Real Rough Surfaces in a Micro-elastohydrodynamic Lubrication Regime

Micropitting is a form of surface fatigue damage that happens at the surface roughness scale in lubricated contacts in commonly used machine elements, such as gears and bearings. It occurs where the specific film thickness (ratio of smooth surface film thickness to composite surface roughness) is sufficiently low for the contacts to operate in the mixed lubrication regime, where the load is in part carried by direct asperity contacts. Micropitting is currently seen as a greater issue for gear designers than is regular pitting fatigue failure as the latter can be avoided by control of steel cleanliness. This paper describes the results of both theoretical and experimental studies of the onset of micropitting in test disks operated in the mixed lubrication regime. A series of twin disk mixed-lubrication experiments were performed in order to examine the evolution of micropitting damage during repeated cyclic loading of surface roughness asperities as they pass through the contact. Representative measurements of the surfaces used in the experimental work were then evaluated using a numerical model which combines a transient line contact micro-elastohydrodynamic lubrication (micro-EHL) simulation with a calculation of elastic sub-surface stresses. This model generated time-history of stresses within a block of material as it passes through the contact, based on the instantaneous surface contact pressure and traction at each point in the computing mesh at each timestep. This stress time-history was then used within a shear-strain-based fatigue model to calculate the cumulative damage experienced by the surface due to the loading sequence experienced during the experiments. The proposed micro-EHL model results and the experimental study were shown to agree well in terms of predicting the number of loading cycles that are required for the initial micropitting to occur.     

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.     

Some open questions in boundary lubrication

Bowden and Leben, in 1938, showed that there was a criticaltemperature limit for smooth boundary friction. This, Frewingshowed in 1942, could be analyzed by the van 't Hoff isochore.Next, the 150°C critical temperature of mineral oil was foundto be due to its surfactant component, which also followed thevan 't Hoff rule. This temperature was the same as Kelley andLemanski's 300°F limit for involute gears. Research needs inboundary lubrication are: the theory of boundary friction, thecause of the Borsoff effect, the fraction of vacant adsorptionsites at scuffing, the reason for chain matching and how load andsurface roughness alter the critical temperatures. Whenphysisorption changes toirreversible chemisorption, a micron-sized thick film forms,giving a thick boundary lubricating film. A mercury displacementrig can be used to show if and when such a thick film occurs onmetal surfaces. We have developed a high frequency rig (HFR) withreciprocating motions to study the temperature ranges that thisthick lubricating film is formed. Another issue is that decidingif the absence of an organic layer covering the asperities orDyson's failure mechanism of the EHL film is the effective causeof scuffing, is still very much an open question.     

Scuffing Performance of Amorphous Carbon During Dry-Sliding Contact

Scuffing is a major problem that limits the life and reliability of sliding tribo-components. When scuffing occurs, friction force rises sharply and is accompanied by an increase in noise and vibration; severe wear and plastic deformation also occur on the damaged surface. Attempts have been made over the years to combat scuffing by enhancing the surface properties of the machine elements, and by methods involving lubricant formulation and coating application.

In this study, the authors evaluated the scuffing performance of an amorphous, near-frictionless carbon (NFC) coating that provides super-low friction under dry sliding conditions. The test configuration used a ball-on-flat contact in reciprocating sliding. The coating was deposited on HI3 steel. An uncoated 52100 steel ball was tested against various coated flats in room air. Compared to uncoated surfaces, the carbon coating increased the scuffing resistance of the sliding surfaces by two orders of magnitude. Microscopic analysis shows that scuffing occurred on coaled surfaces only if the coating had been completely removed. It appears that depending on coating type, the authors observed that coating failure occurs before scuffing failure by one of two distinct mechanisms: the coating failed in a brittle manner and by spoiling, or by gradual wear.     

X-Rays as a Tool for Investigation of Scuffing and Boundary Lubrication

A suite of X-ray-based techniques has been adopted for the investigation of scuffing and other tribological failure modes. Depth-profiled X-ray diffraction, reflectivity, and fluorescence are being used to gather information on additive reaction film thickness, roughness, and electron density, presence and distribution of additive elements within those layers, identification of crystalline phases in the reaction film and subsurface material, and degree and depth of deformation. The differences between the samples and equipment used in development of this approach, and the production mechanical parts and laboratory X-ray systems, are discussed, with emphasis on application of the approach in industry.