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LONG before man learnt to make fire by the friction of wood, he experienced the burden of friction in dragging home his kill. Perhaps it is not too fanciful to suppose that the torn sides of his beast gave the first solid lubricant. Blood and mutton fat were seriously recommended as lubricants for church bell trunnions as recently as the 17th century. Indoed we still reckon fatty acids the best of all boundary lubricants. The range of man's activities has increased enormously in the present century, and particularly in the last few decades. Men have circled the earth in space; a space ship is on its way to examine another planet; terrestrial man is boring to the bottom of the earth's crust; others have descended to the depths of the ocean, and oven established a home on the floor of the Mediterranean, Speeds have increased by factors of thousands, temperatures range from near absolute zero to thousands of degrees; and a new environment of high‐intensity nuclear radiation has been created. Still, objects must move over and along each other in these exotic conditions; and to a large extent solid lubricants can provide the answer to the frictional problems.

Powder lubrication is widely used in industrial production, but most of the research that analyze the wear process and speculate on the wear mechanism of the tested specimens lacks reliability, and it is difficult to reveal the essence of the friction and wear process. The purpose of this paper is using the optical in situ observation method to observe the condition of the powder lubrication layer in real time and dynamically, and directly obtain the morphology change of the specimen during the whole wear process, which is helpful to the establishment of new tribological basic theories such as friction and wear mechanism and lubrication theory.

Mechanical model of powder lubrication is established considering asperity and powder layer, and the influence of adhesion effect on load and friction force is analyzed. The finite difference method is used to solve the above physical model, and the influence of the adhesion effect on load and friction force is analyzed. The total load and friction of the friction pair are composed of two parts: fluid and asperity. Based on the optical in situ observation method to build a test platform. The interface of the adhesion stage was observed by SEM.

When the film thickness ratio is less than 1, the local damage and diffusion of the powder layer are basically completed and the adhesion stage is entered. At this time, the asperity is not fully loaded, the powder layer is loaded by 50%, the asperity is less loaded, the deformation is small and the possibility of plastic flow is reduced. However, in the adhesion stage, the friction force is basically generated between asperity, and the friction force ratio of the asperity is 80%. Heavy load and surface roughness of the specimen are the necessary conditions for the powder adhesion period.

In this paper, the failure process of the powder layer at the friction interface with different roughness and load is studied based on the optical in situ observation method. Second, the contact surface with the micro-convex body and powder layer is simulated, and the influence of adhesion effect on the mechanical properties of the real contact surface in the process of powder lubrication is analyzed, thus providing theoretical guidance for mechanical processing, workpiece operation and lubrication design.

Mechanical model considering asperities and powder layer powder lubrication was established to analyze the influence of the adhesion effect on load and friction. Based on the optical in situ observation method to build a test platform. The tests found that the failure process of the powder lubricating layer includes five stages: powder complete stage, local failure stage, local failure diffusion stage, powder adhesion stage and complete failure stage.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-11-2022-0322/

Phosphating mild steel causes the surface to be etched into a network of microscopic channels 0.0004 to 0.0008 in. deep, the phosphate crystals being located on the intervening high spots. With this type of surface, running‐in is both rapid and safe and low friction conditions are soon established. The phosphate crystals do not act as a solid lubricant in the same sense as graphite or M0S2; initial friction is higher and final friction is much lower. Friction of MoS2, for example decreases with rubbing by a factor of 4, from 0.2 to 0.05, whereas the friction of phosphated steel decreased by a factor of 60, from 0.3 to 0.005. In addition, the final friction of the run‐in phosphated surface depended on temperature and pressure in a manner characteristic of ‘thin film’ fluid lubrication, not ‘boundary’ or ‘solid’ lubrication.

To study the nature of scuffing in boundary lubricated sliding contacts with subsurface plastic deformation, as it occurs in plastic deformation processing.

Low speed oblique plastic impact testing (LOSOPIT) has been conducted on copper specimen with a hard En31 ball in a test rig that has facility to measure the coefficient of friction. Based on the findings of friction coefficient in these experiments, friction power has been estimated and was found to be in the typical range. Scuffing studies were undertaken both by observation of the slid surface of En31 sphere in a ferrographic microscope with camera facility as well as by calculation of the friction power.

The boundary lubricant was found to have profound role in safeguarding the surface from severe deformation and micro‐cracks. Scanning electron microscope (SEM) examination of the craters produced by LOSOPIT has given evidence that using the boundary lubricant resulted in smooth transfer of shear stress from the sphere to the specimen surface through the boundary lubricant layer. Owing to this, the asperities have been found flattened in a smooth manner instead of metal at the surface being scuffed. A limited amount of reduction was found in the coefficient of friction due to the use of boundary lubricant from that in the dry testing.

The model used to estimate the friction power is predominantly governed by the friction coefficient itself rather than either the normal load or the sliding speed. Friction coefficient itself may be contributed by various mechanisms all of which may not equally contribute to scuffing. Study is underway to carefully glean out those components of friction that exactly result in scuffing, and to use more effective criteria for scuffing.

The knowledge and data developed in the paper give a clear explanation of conditions under which scuffing can take place in sliding contacts operating under boundary regime. The most important applications are metalforming and metal cutting. It is relevant to mechanical engineering machinery in which intense contact pressures are expected.

This paper fills the gap of lack of scuffing studies in plastic deformation processing. All earlier studies focused on elastic conditions prevailing at the contact. Since, industry has been witnessing a need to tackle the severe problems related to formed product quality and certain defects hitherto unexplained, this paper gives a new direction to explain the defects in products from scuffing point of view. In this paper, it has been shown that friction power can be a good criterion to represent scuffing intensity in boundary lubrication.

This study aims to examine the effect of the antiwear resistance of plain zinc-dialkyldithiophosphate (ZDDP) oil in the presence of Titanium-fluoride/iron-fluoride/polytetrafluoroethylene (TiF₃/FeF₃/PTFE) in the time to tribofilm breakdown and extent of wear under extreme boundary lubrication using a contact load of 317 Newton and a rotational speed of 700 rpm to simulate the cold start of a car engine. The mechanism of tribofilm formation and breakdown was followed carefully by monitoring the friction coefficient for different surface roughnesses over the duration of several reproducible tests that were performed in a ball on cylinder tribometer.

The heating time of the cylinder dipped in the specified lubricant blend then set for one minute before testing and the break in period of 2 minutes to cool the contacting metal to metal surfaces during tribological testing played important roles in minimizing friction and wear, and are directly proportional to the durability and time for breakdown of the tribofilm. This article addresses the improvement of water drop contact angles for different surfaces during heat treatment and the tribological enhancement of antiwear additives when optimum concentration of fluorinated catalysts and PTFE is used in connection with reduced surface roughness and break in period.

Design of Experiment software, scanning electron microscopy, energy dispersive spectroscopy and nanoindentation were used in this study to evaluate the antiwear resistance films when using 0.05 per cent phosphorus ZDDP plain oil with 0.5 weight per cent TiF3 + 0.5 weight per cent FeF3 + 2 weight per cent PTFE and when applying 2 minutes break in time to cool down the contacting bodies when temperature rises. Results indicated that the coated film on the thermally treated surfaces that is reflected as white patches on the SEM images is a function of the antiwear additives contribution; it is also shown to have positive influence on the friction and wear performances during tribological testing.

This research involved the study of lubricant and surface interactions with antiwear additives under boundary lubrication and extreme pressure loading. Several researchers studied these effects and submitted articles to the journal. This is the first time that a break in period was used with surface conditions to simulate car stops in heavy traffic conditions.

The purpose of this paper is to study thermal-fluid-solid coupling deformation and friction failure mechanism of bearing friction pairs under the working conditions of high speed and heavy load.

The deformation is simulated based on thermal-fluid-solid coupling method, its deformation distribution law is revealed and the relationships of deformation of friction pairs, rotational speed and bearing weight are obtained.

The results prove that the oil film temperature rises sharply, the lubricating oil viscosity decreases rapidly, the film thickness becomes thinner, the deformation increases, the whole deformation is uneven and the boundary lubrication or dry friction are caused with the increase in rotational speed and bearing load.

The conclusions provide theoretical method for deformation solution and friction failure mechanism of hydrostatic thrust bearing.

This paper aims to address the influence of tribofilms and running-in on failures and friction of gears. The operation regime of gears is increasingly shifted to mixed and boundary lubrication, where high local pressures and temperatures occur at solid interactions in the gear contact. This results in strong tribofilm formation due to interactions of lubricant and its additives with the gear flanks and is related to changes of surface topography especially pronounced during running-in.

Experiments at a twin-disk and gear test rig were combined with chemical, structural and mechanical tribofilm characterization by surface analysis. Pitting lifetime, scuffing load carrying capacity and friction of ground spur gears were investigated for a mineral oil with different additives.

Experimental investigations showed a superordinate influence of tribofilms over surface roughness changes on damage and friction behavior of gears. Surface analysis of tribofilms provides explanatory approaches for friction behavior and load carrying capacity. A recommendation for the running-in of spur gears was derived.

Experimental methods and modern surface analysis were combined to study the influence of running-in and tribofilms on different failures and friction of spur gears.

The serious friction and wear problem occurs on the mechanical seal’s faces during the start-up stage of the high-speed turbopump for a liquid rocket engine. This paper aims to propose a kind of thick metal alloy coatings on the surface of the seal’s rotor so as reduce the friction and wear.

With the pin-disk (the graphite pin and the disk with the metal coating) tribology-tester, the tribological behaviors of four metal coatings are investigated. The special friction coefficients under the dry friction, boundary friction and different temperatures of water-lubricated conditions were obtained.

The test results show that the thick metal coating has a good performance of the wear resistance and friction reduction; and the friction coefficients of a Sn-Sb-Cu coating under the dry friction and water-lubricated conditions are 0.377 and 0.043, respectively, and the corresponding mass wear volumes are only 2.74 and 0.81 mg, respectively.

The thick metal coating scheme for the mechanical seal’s faces might lend itself to the harsh working conditions of the low-viscosity liquid rocket engine.

A method extensively used in the production of optically flat and finely finished surfaces is that of lapping the surface upon a plate using a loose abrasive mixed into a slurry form with a carrying fluid. If the surfaces finished in this way are in continuous or intermittent sliding contact, it is the author's opinion that any abrasives retained in their surfaces will affect surface wear. This paper reported on some exploratory work to indicate the degree of embedment of abrasive in certain materials lapped by hand.

This study aims to investigate the microtopography transformation at a low-speed heavy-load interface with the lubrication of powder particles and its nonlinear friction effect on the sliding pair in contact.

Based on the universal mechanical tester (UMT) tribometer and VK shape-measuring laser microscope, comparative friction experiments were conducted with graphite powder lubrication. The friction coefficient with nonlinear fluctuations and the three-dimensional morphology of the boundary layer at the interface were observed and analyzed under different operating conditions. The effects on lubrication mechanisms and frictional nonlinearity at the sliding pair were focused on under different surface roughness and powder layer thickness conditions.

At a certain external load and sliding speed, the initial specimen surface with an appropriate initial roughness and powder thickness can store and bond the powder lubricant to form a boundary film readily. The relatively flat and firm boundary layer of powder at the microscopic interface can reduce the coefficient of friction and suppress its nonlinear fluctuation effectively. Therefore, proper surface roughness and powder layer thickness are beneficial to the graphite lubrication and stability maintenance of a friction pair.

This research is conducive to developing a deep understanding of the microtopography transformation with frictional nonlinearity at a low-speed heavy-load interface with graphite powder lubrication.