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Due to high speeds, heavy loads, large slide-to-roll ratios (SRR) and other variable operating conditions, some rolling bearings that have been working in harsh conditions may experience flash temperatures in the contact area, which may result in early damage like smearing and then affect service life. This study aims to investigate the flash temperature phenomenon of rolling bearings through theoretical and experimental analysis.

A technology for measuring temperature distribution in rolling ball on disk contact under lubrication was developed. The test-rig can simulate the ball bearing contact. The effects of working conditions such as entrainment speed, load, SRR and lubricating oil viscosity on the flash temperature were investigated.

The results of the theoretical calculation and experiments indicate that the parameters promoting the reduction of film thickness in elastohydrodynamic lubrication are always related with the number of flash points, even film thickness reduced to mixed lubrication. The flash temperature is easier to happen in conditions of high SRR, heavy load, slow entrainment speed and low viscosity oil.

This work conducts an experimental study on the flash temperature phenomenon, providing a test technology for bearing lubrication and failure investigation.

This author has opted into Transparent Peer Review available at: https://publons.com/publon/10.1108/ILT-04-2023-0104

Harmonic gears always work under different operating conditions and may usually break down due to lubrication failures, while its lubrication mechanism is still not clearly understood. This paper aims to present a lubrication model comprehensively considering the influence of contact geometry, lubrication properties and three-dimensional (3D) real surface roughness to analyze the lubrication performance under different conditions.

Based on the discrete convolution-fast Fourier transformation with duplicated padding and quasi-system numerical methods, the lubrication model for harmonic gears is developed, which is verified by comparing results with available lubrication data.

The effects of meshing process, working conditions and 3D roughness on the lubrication characteristics are discussed. From the calculated cases, the increase in rotational speed and decrease of applied torque may increase the film thickness, enhancing the lubrication performance of harmonic gears. It is also observed that proper surface roughness can be used for lubrication design.

The research results can provide theoretical guidance for improving lubrication performance and reducing friction/wear of the harmonic gear interfaces. This study can be promoted to various engineering scenarios of harmonic gears, such as industrial robots, space-driven agencies and precision measuring instruments.

Tribological research is complex and multidisciplinary, with many parameters to consider. As traditional experimentation is time-consuming and expensive due to the complexity of tribological systems, researchers tend to use quantitative and qualitative analysis to monitor critical parameters and material characterization to explain observed dependencies. In this regard, numerical modeling and simulation offers a cost-effective alternative to physical experimentation but must be validated with limited testing. This paper aims to highlight advances in numerical modeling as they relate to the field of tribology.

This study performed an in-depth literature review for the field of modeling and simulation as it relates to tribology. The authors initially looked at the application of foundational studies (e.g. Stribeck) to understand the gaps in the current knowledge set. The authors then evaluated a number of modern developments related to contact mechanics, surface roughness, tribofilm formation and fluid-film layers. In particular, it looked at key fields driving tribology models including nanoparticle research and prosthetics. The study then sought out to understand the future trends in this research field.

The field of tribology, numerical modeling has shown to be a powerful tool, which is both time- and cost-effective when compared to standard bench testing. The characterization of tribological systems of interest fundamentally stems from the lubrication regimes designated in the Stribeck curve. The prediction of tribofilm formation, film thickness variation, fluid properties, asperity contact and surface deformation as well as the continuously changing interactions between such parameters is an essential challenge for proper modeling.

This paper highlights the major numerical modeling achievements in various disciplines and discusses their efficacy, assumptions and limitations in tribology research.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-03-2023-0076/

This paper aims to understand the vibration characteristics of full ceramic ball bearings under grease lubrication, reduce the vibration of the bearings and improve their service life.

The Hertz contact stiffness formula for full ceramic ball bearings is constructed; the equivalent comprehensive stiffness calculation model and vibration model of full ceramic ball bearings are established. The dynamic characteristic test of full ceramic ball bearing under grease lubrication was carried out by using the bearing life testing machine, and its vibration was measured, and its vibration acceleration root-mean-square was obtained by software calculation and compared with the simulation results.

At the rotational speed of 12,000 r/min, the root-mean-square value of vibration acceleration is maximum 10.82 m/s², and the error is also maximum 7.49%. As the rotational speed increases, the oil film stiffness decreases. In the radial load of 600 N, the vibration acceleration root-mean-square is minimum 6.40 m/s², but its error is maximum 6.56%. As the radial load increases, the vibration of the bearing decreases and then increases, so under certain conditions increasing the radial load can reduce the bearing vibration. With different types of grease, the best preload is also different; low-speed heavy load should be used when the viscosity of the grease is large, and high-speed light load should be used when the choice of smaller viscosity grease is made.

It provides a theoretical basis for the application of full ceramic ball bearings under grease lubrication, which is of great significance for reducing the vibration of bearings as well as enhancing the service life of bearings.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-03-2024-0094/

The purpose of this study is to create sustainable additives for future vehicles, characterized by low levels of sulfated ash, sulfur and phosphorus (SAPS) or even SAPS-free alternatives. These newly developed additives must not only match or outperform the current commercial benchmarks in terms of tribological performance, but also align with the emerging sustainability trends. It is anticipated that this innovative technology will yield promising outcomes in the realm of hybrid and electric vehicles.

This research primarily focused on chemical synthesis, performance evaluation and characterizations. These aspects were studied through collaboration between Syensqo, Southwest Research Institute (the USA) and the Lab of the Future in France. The data was generated and analyzed by a team of research scientists, internship students and technical specialists.

Two types of additives have been specifically designed and synthesized in accordance with sustainable requirements. Both technologies have exhibited exceptional frictional and wear-resistant properties. Moreover, the leading candidates exhibit a lower rate of copper corrosion, stable electric conductivity and outstanding thermal stability when compared to commercial benchmarks. This study is expected to open a new research avenue for developing next-generation additives for lubricants, with wide potential applications including hybrid electric vehicle and electric vehicle markets.

In the current lubricant market, there is a lack of effective low-SAPS or SAPS-free additives. This research aims to address this gap by designing sustainable additives for next-generation vehicles that not only meet specific requirements but also maintain optimal lubrication performance.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-01-2024-0033/

The purpose of this study is to systematically analyze the wear of cylindrical needle bearings in rotary vector reducers under temperature rise and identify the influencing factors.

Based on the dynamic characteristics of the RV-20E reducer, the time-varying contact force of the cylindrical needle bearing and the entrainment speed of the inner and outer raceways were calculated. A mixed elastohydrodynamic lubrication model of the needle bearing, considering friction and temperature rise, was established using a dynamic rough tooth surface model. The model solved for the oil film thickness, contact stress and wear conditions of the bearing raceway contact area. The effects of the number of rolling needles, the diameter of rolling needles and surface strength on the wear characteristics were analyzed.

The results of this study show that the oil film thickness, oil film pressure and surface scratches of cylindrical needle bearings exhibit an uneven, patchy distribution under the combined effects of friction and temperature rise. When the radius of the rolling needle is less than 1.44 mm, inner ring wear is less than outer ring wear. Conversely, when the radius exceeds 1.44 mm, inner ring wear is greater. The optimal rolling needle radius is 1.6 mm. Increasing the number of rolling needles and enhancing the yield strength of the contact surface significantly extend bearing life.

This study provides valuable recommendations for optimizing bearing structural parameters and material characteristics in the design of rotary vector reducers.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-07-2024-0242/

This paper aims to study the impact of transient velocity changes on sealing performance during reciprocating sealing processes.

Establish a model of transient mixed lubrication, solve the transient Reynolds equation, consider the effect of temperature rise at the seal interfaces, and determine the behavior of the seal interfaces, such as film thickness and fluid pressure. Evaluation with friction and leakage rate, calculate the variation of sealing performance with reciprocating velocity under different working conditions, and verify it through bench experiments.

Within a reciprocating stroke, the frictional force decreases with increasing velocity, and the frictional force of the outstroke is greater than that of the instroke; at the time of the stroke transition, the fluid pressure is smallest and the rough peak contact pressure is greatest. At present, the dynamic pressure effect of fluids is the largest, and the friction force also increases, which increases the risk of material wear and failure. Friction and leakage increase with increasing pressure and root mean square roughness. As temperature increases, friction increases and leakage decreases. In studying the performance variations of seal components through a reciprocating sealing experiment, it was found that the friction force decreases with increasing velocity, which is consistent with the calculated results and more similar to the calculated results considering the temperature rise.

This study provides a reference for the study of transient sealing performance.

To guide the stable radius clearance choice of water-lubricated bearings for single screw compressors, this paper aims to analyze the effects of turbulence and cavitation on bearing performance under two conditions of specified external load and radius clearance.

A modified Reynolds equation considering turbulence and cavitation is adopted, based on the Jakobsson–Floberg–Olsson boundary condition, Ng–Pan model and turbulent factors. The equation is solved using the finite difference method and successive over-relaxation method to investigate the bearing performance.

The turbulent effect can increase the hydrodynamic pressure and cavitation. In addition, the turbulent effect can lead to an increase in the equilibrium radius clearance. The turbulent region exhibits a higher load capacity and cavitation rate. However, the increased cavitation negatively impacts the frictional coefficient and end flow rate. The impact of turbulence increases as the radius clearance decreases. As the rotating speed increases, the turbulence effect has a greater impact on the bearing characteristics.

The research can provide theoretical support for the design of water-lubricated journal bearings used in high-speed water-lubricated single screw compressors.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-01-2024-0029/

This study aims to research the time-varying mesh stiffness (TVMS) model for orthogonal face gear drives considering elastohydrodynamic lubrication (EHL) and provide a theoretical basis for understanding the dynamic characteristics of face gear drives.

Considering EHL, a novel model is proposed to calculate the TVMS of orthogonal face gears using the deformation compatibility condition. First, the tooth surface equations of orthogonal face gears are derived according to the tooth surface generation principle. Then, the oil film thickness on the tooth surface of face gears is obtained by solving the governing equations of EHL. Furthermore, the proposed model is used to calculate the TVMS of face gears along the mesh cycle and is verified. Finally, the effects of module, tooth number of shaper cutter and pressure angle on mesh stiffness are analyzed.

The results indicate that when the contact ratio is greater than 1 and less than or equal to 2, the TVMS of face gears exhibits a phenomenon of double-single tooth alternating meshing where sudden changes occur. As the module increases, the overall mesh stiffness of face gears increases, and the magnitude of the sudden change at the moment of single-double tooth alternating meshing gradually increases. As the tooth number of shaper cutter and pressure angle increase, so does the TVMS of face gears. When the effect of oil film is considered, the calculated TVMS of face gears slightly increases overall and the increase in average oil film thickness leads to a rise in the TVMS. This study provides a theoretical basis for understanding the dynamic characteristics of face gear drives.

This study’s originality and value lie in its comprehensive approach, which includes conducting analysis based on loaded tooth contact, considering the influence of elastohydrodynamic lubrication, proposing a novel analytical–finite–element model, calculating TVMS of face gears, verifying the proposed model and analyzing the effects of typical structural parameters and oil film thickness.

The purpose of this paper is to analyze the stiffness reliability of harmonic drive (HD) considering contact pairs wear.

In terms of theoretical calculation, the contact pairs wear of HD are calculated based on Archard wear formula and the relative motion characteristics of contact pairs. According to the motion trajectory of flexspline teeth, the teeth backlash and the number of meshing teeth, the meshing stiffness and overall stiffness of HD are analyzed considering the wear and its randomness of contact pairs. Combined with Monte Carlo Simulation, the stiffness reliability evaluation method considering contact pairs wear is proposed, and the result of this method is verified by the stiffness reliability result deduced from the stiffness degradation measurement data.

Considering contact pairs wear, during operation, the teeth backlash increases, the number of meshing teeth decreases, the meshing stiffness decreases, ultimately leading to a gradual decrease in the overall stiffness of HD. When only one type of contact pair wear is considered, the influence of flexspline and circular spline contact pair wear on HD stiffness reliability is greater. Compared with the stiffness reliability evaluation results obtained from the stiffness degradation data in the literature, the mathematic expectation of stiffness degradation failure life distribution obtained from the proposed method is relatively bigger.

The stiffness reliability evaluation method of HD considering contact pairs wear is firstly proposed. The stiffness reliability evaluation result from theoretical calculation is verified by the stiffness reliability results deduced from HD stiffness degradation measurement.