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The purpose of this study is to solve this problem. Different lubrication states play a huge role in friction, wear and service life of parts. To ensure the reliability and power of the internal combustion engine, it is necessary to ensure that the friction pair has been in the best lubrication state. One of the key problems of lubrication state and transformation characteristics is to achieve real-time measurement of lubrication state.

Previous studies show that the contact resistance method is very effective in the qualitative analysis of lubrication state test. The circuit is simple and does not require expensive test equipment. But this method could not accurately reflect the film thickness ratio. Through a combination of experimental and theoretical analysis methods, the limitation of the contact resistance method could be overcome.

The relationship between the point contact film-thickness ratio and contact resistance was established, then the film-thickness ratio could be obtained through the contact resistance, thus providing the basis for determining the point contact lubrication state.

According to existing research, the lubrication state of the friction pair mainly was determined through two methods, the friction coefficient and film-thickness ratio. But there are limitations on either using Stribeck curves or optical interference methods. The method used in this paper not only provides a verified way of design theory and model, but is also beneficial to the formation of a new design theory.

A new real-time measurement method of lubrication state based on contact resistance is established and its practicability and veracity are verified by series experiments.

The purpose of this study is to investigate the tribological performance of helical gear pairs with consideration of the properties of non-Newtonian lubricant and the real three-dimensional (3D) topography of tooth flanks.

Based on the mixed elastohydrodynamic lubrication (EHL) theory for infinite line contact, this paper proposes a complete model for involute helical gear pairs considering the real 3D topography of tooth flanks and the properties of non-Newtonian lubricant. Film thickness, contact load and contact area ratios at the mid-point of contact line are studied for each angular displacement of pinion. Both the total friction coefficient and surface flash temperature are calculated after obtaining the values of pressure and subsurface stress. Then, the influences of input parameters including rotational speed and power are investigated.

During the meshing process, contact load ratio and area ratio of the two rough surface cases first increase and then decrease; the maximum flash temperature rise (MFTR) on the gear is lower than that on the pinion first, but later the situation converses. For cylindrical gears, on the plane of action, there is a point or a line where the instantaneous friction reduces to a minimum value in a sudden, as the sliding–rolling ratio becomes zero. When rotational speed increases, film thickness becomes larger, and meanwhile, contact load ratio, coefficient of friction and MFTR gradually reduce.

A comprehensive analysis is conducted and a computer program is developed for meshing geometry, kinematics, tooth contact, mixed EHL characteristics, friction, FTR and subsurface stress of involute helical gear pairs. Besides, a numerical simulation model is developed, which can be used to analyze mixed lubrication with 3D machined roughness under a wide range of operating conditions.

To use distinct element simulation (PFC2D) to investigate the relationships between microparameters and macroproperties of the specimens that are modeled by bonded particles. To determine quantitative relationships between particle level parameters and mechanical properties of the specimens.

A combined theoretical and numerical approach is used to achieve the objectives. First, theoretical formulations are proposed for the relationships between microparameters and macroproperties. Then numerical simulations are conducted to quantify the relationships.

The Young's modulus is mainly determined by particle contact modulus and affected by particle stiffness ratio and slightly affected by particle size. The Poisson's ratio is mainly determined by particle stiffness ratio and slightly affected by particle size. The compressive strength can be scaled by either the bond shear strength or the bond normal strength depending on the ratio of the two quantities.

The quantitative relationships between microparameters and macroproperties for parallel‐bonded PFC2D specimens are empirical in nature. Some modifications may be needed to model a specific material. The effects of the particle distribution and bond strength distribution of a PFC2D specimen are very important aspects that deserve further investigation.

The results will provide guidance for people who use distinct element method, especially the PFC2D, to model brittle materials such as rocks and ceramics.

This paper offers some new quantitative relationships between microparameters and macroproperties of a synthetic specimen created using bonded particle model.

The purpose of this paper is to propose a wheel/rail mixed lubrication model to study the water lubrication behavior of wheel/rail contact interface.

The numerical simulation method is applied in this paper. A deterministic mixed lubrication model considering surface roughness and transient state is established. The quasi-system numerical and finite difference method are used for numerical solution. The model is verified by comparing with the experimental data in the literature under the same conditions.

Under wet conditions, the change of train speed will change the lubrication state of the wheel/rail contact interface. With an increasing speed, the average film thickness and the film thickness ratio increase, while the adhesion coefficient, the contact load ratio and the contact area ratio decrease. When the creep ratio increases from 0% to 0.5%, the wheel/rail adhesion coefficient and subsurface stress increase sharply. With the increase of axle load, the average film thickness decreases and the adhesion coefficient increases.

This paper aims to improve the mixed lubrication theory by analyzing the characteristics of wheel/rail friction and lubrication, so as to provide some guidance and theory for train driving behavior.

Using the deterministic model, the lubrication state of the wheel/rail contact interface affected by various external factors and the adhesion behavior of wheel/rail progressive process from boundary lubrication to mixed lubrication are studied.

This study aims to investigate the contact behavior of nominal curved surfaces with random roughness.

A deterministic model was applied to investigate the contact behavior. Numerical calculations were conducted on Gaussian and fractal profiles under a range of loading conditions. The deformation behavior is characterized in terms of three regimes including the elastic, elastoplastic and plastic regimes.

A linear relationship was observed between the real contact areas and normal loads, which is mainly governed by the plastic deformation. Surface roughness changes contact behavior by influence the transition of deformation regimes. Rougher surfaces generally demonstrate higher saturated plastic ratios.

The contact behavior of nominally curved surfaces with random roughness is understood in terms of the evolution of real contact areas and plastic ratios.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-05-2019-0190.

The purpose of this paper is to present an upscale theory of the thermal-mechanical coupling particle simulation for non-isothermal problems in two-dimensional quasi-static system, under which a small length-scale particle model can exactly reproduce the same mechanical and thermal results with that of a large length-scale one.

The objective is achieved by extending the upscale theory of particle simulation for two-dimensional quasi-static problems from an isothermal system to a non-isothermal one.

Five similarity criteria, namely geometric, material (mechanical and thermal) properties, gravity acceleration, (mechanical and thermal) time steps, thermal initial and boundary conditions (Dirichlet/Neumann boundary conditions), under which a small-length-scale particle model can exactly reproduce both the mechanical and thermal behavior with that of a large length-scale model for non-isothermal problems in a two-dimensional quasi-static system are proposed. Furthermore, to test the proposed upscale theory, two typical examples subjected to different thermal boundary conditions are simulated using two particle models of different length scale.

The paper provides some important theoretical guidances to modeling thermal-mechanical coupled problems at both the engineering length scale (i.e. the meter scale) and the geological length scale (i.e. the kilometer scale) using the particle simulation method directly. The related simulation results from two typical examples of significantly different length scales (i.e. a meter scale and a kilometer scale) have demonstrated the usefulness and correctness of the proposed upscale theory for simulating non-isothermal problems in two-dimensional quasi-static system.

The rigid spherical particle models proposed in the literature for modeling fracture in rock have some difficulties in reproducing both the observed macroscopic hard rock triaxial failure enveloped and compressive to tensile strength ratio. The purpose of this paper is to obtain a better agreement with the experimental behavior by presenting a 3D generalized rigid particle contact model based on a multiple contact point formulation, which allows moment transmission and includes in a straightforward manner the effect of friction at the contact level.

The explicit formulation of a generalized contact model is initially presented, then the proposed model is validated against known triaxial and Brazilian tests of Lac du Bonnet granite rock. The influence of moment transmission at the contact level, the number of contacts per particle and the contact friction coefficient are assessed.

The proposed contact model model, GCM‐3D, gives an excellent agreement with the Lac du Bonet granite rock, strength envelope and compressive to tensile strength ratio. It is shown that it is important to have a contact model that: defines inter‐particle interactions using a Delaunay edge criteria; includes in its formulation a contact friction coefficient; and incorporates moment transmission at the contact level.

The explicit formulation of a new generalized 3D contact model, GCM‐3D, is proposed. The most important features of the model, moment transmission through multiple point contacts, contact friction term contribution for the shear strength and contact activation criteria that lead to a best agreement with hard rock experimental values are introduced and discussed in an integrated manner for the first time. An important contribution for rock fracture modeling, the formulation here presented can be readily incorporated into commercial and open source software rigid particle models.

The purpose of this paper is to clarify the relationship between fatigue life and kinematics of angular contact ball bearing. It proposes a new modeling method of spin to roll ratio based on raceway friction, which is more accurate than the traditional raceway control theory.

The uniform model of spin to roll ratio based on raceway friction in a wide speed range is proposed using quasi-statics method, which considers centrifugal force, gyroscopic moment, friction force of raceway and other influencing factors. The accuracy is considerably improved compared with the static model without increasing too much computation.

A uniform model for spin to roll ratio of angular contact ball bearing based on raceway friction is established, and quite different relationships between fatigue life and speed under two operating conditions are found.

The conclusion of this paper is based on the bearing basic fatigue life calculation theory provided by ISO/TS 16281; however, the accuracy of theory needs to be further verified.

This paper provides guidance for applying angular contact ball bearing, especially at a high speed.

This paper reveals the changing trend of fatigue life of angular contact ball bearing with the speed under different loads.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-01-2020-0030

This paper aims to solve the lubrication failures in the turning arm bearing of RV reducer, give some help in perfecting the bearing structure design and provide theoretical basis for the reducer’s performance improvement.

The paper establishes a mixed lubrication analysis model to study performance parameters. According to the discretization of parameters and iteration of equations, numerical simulation and theoretical analysis are achieved in computational process.

Considering influences of contact load, real rough surface and realistic geometry of RV reducer turning arm roller bearing, the mixed lubrication analysis model is established to study the ratio of oil film thickness, pressure distribution and maximum von Mises stress in different speeds, temperatures and fillets. The results of mixed lubrication show that reasonable round corner modification, increase in temperature and speed, decrease of surface roughness and lubricant types can improve the lubrication performance.

The mixed lubrication analysis model is established to study the influences of contact load, real rough surface and realistic geometry of RV reducer turning arm roller bearing. Different speed, temperature, lubricant and fillet modification are also considered in the research to analyze oil film thickness, pressure distribution and maximum von Mises stress. These studies can optimize structural design of bearing and direct engineer operations.

The anisotropic surfaces of viscoelastic materials play a role in sliding friction; the purpose of this paper is to study the effect of the anisotropic surfaces on contact area and the friction coefficient.

A complex elastic modulus and an anisotropic power spectrum are used to compute the coefficient of friction based on the extension Persson theory which considers the partial contact and the variation in the roughness slopes.

The ratios of the relative contact area that varies with velocity are obtained with different angles and eccentricities, and the effect of the elastic modulus needs to be considered. The coefficients of the friction parallel to the direction of motion decrease as the angle increases, or as the eccentricity decreases. The friction coefficients in the vertical direction change irregularly when the angles or eccentricities increase.

An extension of Persson’s work considering the partial contact and the effective mean square slope of the roughness is applied to study sliding friction, and the effect of the elastic modulus on contact area is considered.