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This paper aims to derive tailor-made microtextures for elastohydrodynamically lubricated (EHL) contacts under consideration of manufacturing possibilities.

Component tests were used for the evaluation of the influence of surface texturing on the friction behavior in the cam/tappet contact. Furthermore, the manufacturing possibilities and limitations of a combined μEDM and micro-coining process and the feasibility of integration into a forming process were studied. Finally, a methodology based on transient EHL simulations and a meta-model of optimal prognosis was exemplarily used for microtexture optimization.

It was found that surface texturing in EHL contacts with high amount of sliding is promising. Moreover, the combination of μEDM and micro coining and the integration into established production processes allow the manufacturing of microtextures with desirable structural parameters and sufficient accuracy.

This paper gives a holistic view on surface microtexturing over several phases of the product life cycle, from the design, over efficient manufacturing to application-related testing.

To review, analyze and present the effects of the contact‐fluid interfacial shear strength and contact‐fluid interfacial slippage and the critical importance of these effects in elastohydrodynamic lubrication (EHL).

The experimental and theoretical research results of the contact‐fluid interfacial shear strength and its caused contact‐fluid interfacial slippage in hydrodynamic lubrication and especially in EHL obtained in the past decades and progressed in recent years by the present author and by others are reviewed. Analysis and presentation are made on both the contact‐fluid interfacial shear strength versus fluid pressure curve for a given bulk fluid temperature in an isothermal EHL and the influence of the bulk fluid temperature on this curve.

It is very clearly and well understood from the present paper that the value of the contact‐fluid interfacial shear strength in the inlet zone in an EHL contact, i.e. at low EHL fluid film pressures is usually low and usually has rather a weak dependence on the EHL fluid film pressure. This proves the correctness of the EHL theories previously developed by the author based on the assumption of this low value and dependence on the EHL fluid film pressure of the contact‐fluid interfacial shear strength. It is also very clearly understood that the bulk fluid temperature usually has a strong influence on the value of the contact‐fluid interfacial shear strength in EHL and the increase of this temperature usually significantly reduces the value of the contact‐fluid interfacial shear strength in EHL.

A very useful material for the engineers who are engaged in the design of EHL on gears, cams and roller bearings, and for the tribology scientists who thrust efforts in studying EHL and mixed EHL both by theoretical modeling and by experiments.

A new and generalized mode of mixed EHL is originally proposed by incorporating the finding of a more realistic mode of the contact regimes in a practical mixed EHL based on the contact‐fluid interfacial shear strength and contact‐fluid interfacial slippage effects. This mode of mixed EHL should become the direction of the theoretical research of mixed EHL in the future.

Internal gearings are commonly used in transmissions due to their advantages like high-power density. To ensure high efficiency, load-carrying capacity and good noise behavior, a profound knowledge of the local gear mesh is essential. The tooth contact of internal gears relates to a convex and concave surface that form a conformal contact. This is in contrast to external gears, where two convex surfaces form a contraformal contact. This paper aims at a better understanding of conformal contacts under elastohydrodynamic lubrication (EHL) to improve the design of internal gearings.

An existing numerical EHL model is used for studying the characteristic properties of a hard conformal EHL line contact. A hard contraformal EHL line contact is studied as reference. Non-Newtonian fluid behavior and thermal effects are considered. By taking into account the local contact conformity and kinematics, the effects and relevance of the curvature of the lubricant gap and micro-slip are analyzed. In a parameter study, scale effects of the contact radii on film thickness, temperature rise and friction are examined.

The curvature of the lubricant gap and effects of micro-slip are small in hard conformal EHL line contacts. For high micro-slip, it can be neglected. Hence, the modeling of conformal contacts using an equivalent geometry of the contact problem is reasonable. The parameter study shows beneficial tribological aspects of the conformal contact compared to the contraformal contact. Higher film thickness and lower fluid coefficient of friction are observed for conformal contacts, which can be attributed to lower pressures for the case of the same external normal force, or to a higher contact temperature rise for the case of equivalent contact pressure.

Despite its widespread existence, the local geometry and kinematics in hard conformal EHL line contacts like in internal gearings have been rarely studied. The findings help for a better understanding of local contact characteristics and its relevance. The quantified scale effects help to improve the efficiency and load-carrying capacity of machine elements with hard conformal EHL contacts, like internal gearings.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-12-2022-0366/

The purpose of this paper is to use a combination of numerical simulation and experiment to evaluate the performance of laser surface texturing (LST) in the field of gear lubrication, and to more accurately predict the lubrication characteristics of different surfaces.

The method used in this paper is developed on the basis of the deterministic solution of the three-dimensional (3D) mixed elasto-hydrodynamic lubrication (EHL) model and the model parameters are corrected by friction test. The film pressure, film thickness and friction coefficient of different micro-textured tooth surfaces are predicted on the basis of accurate 3D mixed EHL models.

The results demonstrate that the micro-texture structure of the tooth surface can increase the local film thickness and enhance the lubricating performance of the tooth surface without drastically reducing the contact fatigue life. The stress distribution and friction characteristics of the tooth surface can be optimized by adjusting the micro-texture arrangement and the size of the micro-textures.

A new evaluation method using a 3D hybrid EHL model and friction test to predict the lubrication characteristics of LST is proposed, which can effectively improve the processing economy and save time.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-11-2020-0423

The purpose of this paper is to explore the pure squeeze elastohydrodynamic lubrication motion of circular contacts with surface roughness under constant load conditions. The proposed model can reasonably calculate the effects of surface roughness on the transient pressure profiles, film shapes, and normal squeeze velocities during the pure squeeze process.

Based on Christensen's stochastic theory, the transient modified Reynolds equation is derived in polar coordinates to consider the effects of surface roughness. The finite difference method and the Gauss‐Seidel iteration method are used to solve the transient modified Reynolds equation, the elasticity deformation equation, load balance equation, and lubricant rheology equations simultaneously.

The simulation results reveal that the circular type roughness possesses storage oil capacity. Comparatively, the radial type roughness possesses leak oil capacity. Therefore, the film thickness is found with circular type roughness, followed by smooth, and then radial type roughness. In additional, the central dimensionless pressure is found with radial type roughness, followed by smooth, and then circular type roughness.

A numerical method for general applications with surface roughness was developed to investigate the pure squeeze action in an isothermal EHL spherical conjunction under constant load conditions, but without asperities contact.

Microtextured surfaces can reduce friction in tribological systems under certain contact conditions. Because it is very time-consuming to determine suitable texture patterns experimentally, numerical approaches to the design of microtextures are increasingly gaining acceptance. The purpose of this paper is to investigate to what extent the selected modeling approach affects optimized texturing.

Using the cam/tappet contact as an application-oriented example, a simplified 2D and a full 3D model are developed for determining the best possible texturing via a design study. The study explores elongated Gaussian-shaped texture elements for this purpose. The optima of the simplified 2D simulation model and the full 3D model are compared with each other to draw conclusions about the influence of the modeling strategy. The target value here is the solid body friction in contact.

For the elongated texture elements used, both the simplified 2D model and the full model result in very similar optimal texture patterns. In the selected application, the simplified simulation model can significantly reduce the computational effort without affecting the optimization result.

Depending on the selected use case, the simulation effort required for microtexture optimization can be significantly reduced by comparing different models first. Therefore, an exact physical replica of the real contact is not necessarily the primary goal when it comes to texture selection based on numerical simulations.

This study aims to use a machine learning (ML) model for the prediction of traction coefficient and asperity load ratio for different surface topographies of non-conformal rough contacts.

The input data set for the ML model is generated using a mixed-lubrication model. Surface topography parameters (skewness, kurtosis and pattern ratio), rolling speed and hardness are used as input features in the multi-layer perceptron (MLP) model. The hyperparameter tuning and fivefold cross-validation are also performed to minimize the overfitting.

From the results, it is shown that the MLP model shows excellent accuracy (R² > 90%) on the test data set for making the prediction of mixed lubrication parameters. It is also observed that engineered rough surfaces with high negative skewness, low kurtosis and isotropic surface patterns exhibit a significant low traction coefficient. It is also concluded that the MLP model gives better accuracy in comparison to the random forest regression model based on the training and testing data sets.

Mixed lubrication parameters are predicted by developing a regression-based MLP model. The machine learning model is trained using several topography parameters, which are vital in the mixed-EHL regime because of the lack of regression-fit expressions in previous works. The accuracy of MLP with random forest models is also compared.

The purpose of this study is to describe and observe the effect of surface topography associated with arbitrary directions of rolling and sliding velocities on the performance of lubricating films in elliptical contacts.

The most recently published mixed elastohydrodynamic (EHL) model by Pu and Zhu is used. Three different machined rough surfaces are discussed and the correlated inclined angle of surface velocity varies from 0° to 90° in the analyzed cases. These cases are carried out in a wide range of speeds (five orders of magnitude) while the simulated lubrication condition covers full-film and mixed EHL down to the boundary lubrication.

The results indicate that the variation of the average film thickness corresponding to different entrainment angles is distinct from those without considering surface roughness. In addition, the surface topography appears to have an immense effect on the lubrication film thickness in the exceptive situation.

This paper has not been published previously. Surface roughness has attracted much attention for many years owing to the significant influence on lubricating property. However, previous studies mainly focus on the counterformal contact with the same direction between surface velocity and principal axis of the contact zone. Little attention has been paid to the specific condition with the arbitrary direction of rolling and sliding velocities found in hypoid gears and worm, and some other components. The purpose of this study is to describe and observe the effect of surface topography associated with arbitrary directions of rolling and sliding velocities on the performance of lubricating films in elliptical contacts based on the most recently published mixed EHL model by Pu and Zhu.

This study aims to use a thermal elastohydrodynamic lubrication (EHL) algorithm incorporating an Eyring flow model to solve a steady-state contact in simple sliding motion.

A theoretical model was used to investigate the effect of starvation on the surface dimple phenomenon by gradually reducing the thickness of the inlet oil layer.

The increase in the starvation degree reduces the dimple depth, film thickness, the pressure peak and the temperature rise. Under the severe starvation condition, the dimple is eliminated so that the EHL contact becomes partly parched. In elliptical results, for the same starvation parameters, the oil replenishment is stronger than that in circular contact.

This paper fulfils an exploration to study how the oil starvation influences the surface dimple phenomenon.

This paper aims to investigate the mechanism of spur gears running-in and to solve the lubrication problems of teeth running-in.

The elastohydrodynamic lubrication (EHL) model considering solid particles was established by applying multi-grid and multiple-grid integration methods to the numerical solution.

In the region where debris settle, transient pressure increases sharply, and a noticeable increase in the running-in load causes a remarkable increase in both the centre and maximum pressures and a slight increase in the minimum film thickness. Roughness wavelength makes a considerable difference to the minimum film thickness at double-to-single tooth transient. A considerable increase in rotation velocity can cause a remarkable reduction in both the centre and maximum pressures but an amazing increase in the minimum film thickness. The effects of roughness amplitude on the maximum pressure are considerably distinct.

Research on EHL of spur gears in the running-in process considering solid particles, surface roughness and time-variant effect is meaningful to practical gears running-in. Thermal effect can be included in the next study.

The analysis results can be applied to predict and improve lubrication performance of the meshing teeth.

The aim is to reduce gears’ manufacture and running-in costs and improve economic performance.

The EHL model that considers solid particles was established. The Reynolds equation was deduced taking the effects of solid particles into account. The EHL of spur gears running-in was investigated considering the time-variant effect, surface roughness, running-in load and rotation speed.