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The rock drill’s drill tail experiences high-frequency fretting simultaneously in the rotational and axial directions. Due to the complex working characteristics and the low viscosity of the water medium, the pure water seal is susceptible to damage and failure. The purpose of this paper is to enhance the water seal’s performance.

The Y-shaped seal ring is modeled and simulated using orthogonal testing. Through analysis of the impact of various seal section parameters on sealing performance, the maximum contact stress and maximum Von Mises stress are selected as indicators of sealing effectiveness.

The maximum contact stress is proportional to lip thickness and chamfer length but inversely proportional to lip length. Meanwhile, the maximum Von Mises stress is directly influenced by lip depth and the included angle of the lip and drill tail but is inversely proportional to the lip thickness. The enhanced Y-shaped water seal sees reductions of 15% and 45% in maximum contact stress and maximum Von Mises stress, respectively.

This paper used analytical method and model that is helpful for design of the water seal’s structure in complex working characteristics and the low viscosity of the water medium.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-11-2023-0366/

This research work aims to determine the maximum load a thermoplastic gear can withstand without the occurrence of extended contact. The extended contact of polymer gears is usually overlooked in basic design calculations, although it considerably affects the gear's load-carrying ability. Although various researchers highlighted the phenomenon, an extensive investigation of the extended contact behaviour is limited. Hence the work aims to investigate the premature and extended contact behaviour of thermoplastic gears and its effect in the gear kinematics, bending stiffness, stresses induced and the roll angle subtended by the gear pair.

The work uses finite element method to perform quasi-static two-dimensional analysis of the meshing gear teeth. The FE model was developed in AutoCAD and analysed using ANSYS 19.1 simulation package. A three-dimensional gear model with all the teeth is computationally intensive for solving a static analysis problem. Hence, planar analysis with a reduced number of teeth is considered to reduce the computational time and difficulty.

The roll angle subtended at the centre by the path of approach is higher than the path of recess because of the increased load sharing. The contact stress profile followed a unique R-F-R-F pattern in the premature and extended contact regions due to the driven tip-driver flank surface contact. A non-dimensional parameter was formulated correlating the young's modulus, the load applied and deflection induced that can be utilised to predict the occurrence of premature and extended contact in thermoplastic gears.

The gear rating standards for polymer gears are formulated from the conventional metal gears which does not include the effect of gear tooth deflection. The work attempts to explain the gear tooth deflection for various standard thermoplastics and its effect in kinematics. Likewise, a new dimensionless number was introduced to predict the extended contact that will help in appropriate selection of load reducing the possibility of wear.

Fix-position preloading, centrifugal force and higher temperatures cause the bearing units in angular contact ball bearings to expand, changing the contact load and affecting bearing life. This study aims to examine the effect of thermal and centrifugal expansion on the fatigue life of fix-position preloaded angular contact ball bearings in high-speed operating conditions.

The contact loads on the inner and outer bearing rings were resolved according to the thermal and centrifugal expansion factors in the quasi-static position preloading model. The pressure and frictional stress distribution were used to calculate the subsurface stress in the contact area, while the Zaretsky model was used to determine the relative fatigue life of the inner and outer bearing rings.

Under fix-position bearing preloading, thermal and centrifugal expansion significantly affected the contact load and relative fatigue life. At the same axial preload, the inner ring contact load was higher than the outer ring contact load, with a maximum difference of 132.3%. The decrease in the inner ring relative life exceeded the outer ring contact load, with a maximum difference of 7.5%, compared to the absence of thermal and centrifugal expansion.

This study revealed the influence of thermal and centrifugal expansion on the fatigue life of angular contact ball bearings in high-speed service conditions.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-03-2023-0065/

The contact and lubrication performances, which were previously estimated assuming a Gaussian surface, are insufficient due to the non-Gaussian surface characteristics of the honing liner. The purpose of this study is to analyze the liner honing surface and examine its effects on the contact and flow performance.

The fast Fourier transform (FFT) method was used to generate the liner honing texture. Subsequently, an elastoplastic contact model based on boundary element theory was constructed and simulated for the honing surface. The results were compared with those obtained using a Gaussian surface. In addition, flow factors of the honing surfaces were also compared.

The contact pressure and flow factors demonstrate significant disparities when dealing with non-Gaussian surfaces. In the deterministic model, the pressure exhibits considerably diminished magnitudes and a more evenly distribution. Moreover, when the gap between surfaces is narrow, the discrepancy in flow factor across different directions on the real honing surface becomes more prominent compared with the Gaussian surface.

The model incorporates the influence of the non-Gaussian honing surface, thereby enabling more accurate prediction.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-07-2023-0198/

The purpose of this study is to investigate the influence of surface texture on the subsurface characteristics of contact interfaces under elastohydrodynamic lubrication condition. As a typical contact form of gears and bearings, the optimization of friction characteristics at the elastohydrodynamic lubrication (EHL) interface has attracted the attention of scholars. Laser surface texturing is a feasible optimization solution, but there have been concerns about whether the surface texture of high-pair parts will affect their fatigue life.

To examine the impact of texture preparation on the subsurface characteristics of high-pair interfaces under EHL conditions, a point contact EHL model is developed that takes into account the effect of textured surface topography. The pressure and thickness of the oil film are calculated as input parameters under different loads and entrainment velocities. The finite element method is used to simulate the impact of textures with varying diameters, densities and depths on the subsurface characteristics of the elastohydrodynamic interface. According to ISO 25178, analyze the relationship between 3D topography parameters and subsurface characteristics and study the trend of friction characteristics and subsurface characteristics based on the results of the ball on disc friction tests.

The outcomes suggest that under different rotational velocity and load conditions, the textured surfaces exhibit improved friction reduction effects; however, the creation of textures can result in significant subsurface plastic deformation and local peeling. The existence of texture makes the larger stress zone in the subsurface layer closer to the surface, leading to fatigue failure near the surface. Reasonable design parameters can help enhance the attributes of the subsurface. A smaller Sa and a Str greater than 0.5 can achieve ideal subsurface properties on the textured surface.

This paper investigates the influence of surface texture on the friction and subsurface characteristics of EHL interfaces and analyzes the impact of surface texture on interface contact performance while achieving lubrication improvement functional characteristics. The results provide theoretical support for the optimization design and functional regulation of surface texture in EHL interfaces.

The peer review history for this article is https://publons.com/publon/10.1108/ILT-10-2023-0324/

The purpose of this paper is to establish a dynamic analysis model of composite cylindrical roller bearings, investigate the effects of different working conditions on the kinematic characteristics of composite bearings and compare the differences between them and solid roller bearings.

This paper establishes a dynamic analysis model for composite cylindrical roller bearings and proves the correctness of the established model by establishing dynamic vibration experiments and contact theory for composite roller bearings. Comparative analysis was conducted on the effects of coupling changes in rotational speed, load, number of rollers and filling ratio on parameters such as bearing static stiffness, contact stress and vibration acceleration.

The composite roller can enhance the bearing’s operational stability and minimize contact stress, but that a higher filling ratio is going to increase the bearing’s stiffness. The acceleration degree of bearing vibration, the load on the outer raceway nodes and the bearing stability all decrease as inner ring speed rises.

A dynamic calculation model of composite cylindrical roller bearings is established, and the influence of multiparameter coupling changes on bearing vibration and contact is studied, which lays a foundation for the structural improvement of the bearings.

Bearings are critical components used to support loads and facilitate motion for rotating and sliding parts of the machinery. Bearing malfunctions can cause catastrophic failures. Hence, failure analysis and endeavors to improve bearing performance are essential discussions for worldwide designers, manufacturers and end users of vital machinery. This study aims to investigate a type of roller bearing from the railway industry with premature failures. The task arises because locomotives’ maintenance and service life quality are vital to railway operations while providing transportation services for the nation. To assist in maintaining the designated locomotives, the present study scrutinizes the causes of failure of heavy-duty roller bearings from locomotive bogie axleboxes.

It is intended to inspect this bearing service life and statistically scrutinize its design parameters to reveal the failures’ shortcomings and origins. The significant measures include examinations of their failures’ primary and vital factors by comparing them with a real-life service history of 16 roller bearings of the same type. The bearings come from the axleboxes of a locomotive bogie with an axle load of 20 tons. The bearing loads are estimated using the EN13104 standard document and confirmed by the finite element method using ABAQUS engineering software. To validate the finite element modeling results, the bearings’ stress analysis is performed using the Hertzian contact theory that demonstrated perfect conformity. The said methods are also used to search for the areas susceptible to failures in these bearings. With the inclusion and exploitation of the bearing maintenance conditions and the logbook recordings of the locomotives for the past seven years, the critical cause for this type of bearing’s failures is surveyed and discussed.

With the inclusion and exploitation of the bearing maintenance conditions and the logbook recordings of the locomotives for the past seven years, the critical cause for this type of bearing’s failures is surveyed and discussed. As a crucial result, it is found that deprived maintenance and inadequate lubrication are the root causes of the loss of the selected bearings.

For the designated locomotives, the origins of the heavy-duty roller bearing failures and its design shortcomings are revealed by examining and comparing them with a real-life service history of many of the same types of bearings. The novelty of the research is in using the combination of the methods mentioned above and its decent outcome.

This paper aims to study the deformation mechanism of polytetrafluoroethylene (PTFE) oil seal under a wide temperature range cycle.

This study categorizes the oil seal operation into three states: assembly, heating-up and cooling. The deformation equation for the oil seal is developed for each state, considering the continuity between them. The investigation of the oil seal’s deformation trends and mechanisms is performed using the ANSYS Workbench.

The assembling process results in a radial shrinkage of the skeleton, causing the centroid to move toward the axis. During heating-up, the outer diameter of the skeleton slightly expands, whereas the inner diameter sharply contracts toward the axis, leading to a further reduction in the centroid’s distance from the axis. Upon cooling, both the inner and outer diameters continue to contract toward the axis, causing the centroid to persist in its movement toward the axis. Consequently, after undergoing a heating-up and cooling cycle ranging from 20°C to 180°C, the outer diameter of the PTFE oil seal reduces by 0.92 mm from its original deformation, ensuring minimal contact between the skeleton and housing. As a result of the reduced static friction torque at the skeleton, the oil seal rotates along the shaft.

The deformation mechanism of PTFE oil seals under a wide temperature range cycle was investigated, aiming to address the concerns related to the rotation along the shaft and leakage.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-05-2023-0142/

With the increased speed and mileage of high-speed lines, the problem of rail wear is increasing. In actual operation, a large number of abnormal wear phenomena occur on both vehicles and rails during fixed line operation; therefore, the purpose of the study is to explored the rail wear for a variety of vehicles running in mixed operation.

This paper used the universal mechanism multibody dynamics software to establish the CRH2 high speed train (HST) and the CRH3 HST vehicle dynamic models, respectively. The mixed running of HSTs on the effect of rail wear evolution law was analyzed. The rail wear of the two vehicles with different curve radii, different wheel diameters and different under-rail stiffness was compared and analyzed.

The result showed that the rail wear of CRH3 HST is greater than that of CRH2 HST. The rail wear in the tangent track under mixed operation conditions is 25.4% less than when CRH3 HST operated independently. When there is a 1-mm wheel diameter difference, the maximum rail wear of CRH2 HST and CRH3 HST increases by 263% and 44%, respectively. The amount of rail wear is proportional to the under-rail stiffness, and the position of the maximum wear is almost unchanged.

Most studies on the evolution law of rail wear are conducted for a single vehicle type and a single line. This study explored the mixed running of HSTs on the effect of rail wear evolution law.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-08-2023-0276/

This paper aims to research the tribological and dynamic characteristics of aeroengine hybrid ceramic bearings through wear experiments and simulation analysis.

First, the authors carried out wear experiments on Si₃N₄–GCr15 and GCr15–GCr15 friction pairs through the ball-disc wear test rig to explore the tribological properties of their materials. Second, using ANSYS/LS-DYNA simulation software, the dynamic simulation analysis of hybrid bearings was carried out under certain working conditions, and the dynamic contact stress of all-steel bearings of the same size was simulated and compared. Finally, the change of the maximum contact stress of the main bearing under the change of load and rotation speed was studied.

The results show that the Si₃N₄–GCr15 pair has better tribological performance. At the same time, under the conditions of high speed and heavy load, the simulation analysis shows that the contact stress between the ceramic ball and the raceway of the ring is smaller than the steel ball. That is, hybrid bearings have better transient mechanical properties than all-steel bearings. With the speed increasing to 12,000 r/min, the maximum stress point will shift in the inner and outer rings.

In this study, the tribological and transient mechanical properties of Si₃N₄ material were comprehensively analyzed through wear experiments and dynamic simulation analysis, which provided a reference for the design of hybrid bearings for next-generation aeroengines.