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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/

In this study a numerical analysis of the elastohydrodynamic lubrication point contact problem in the unsteady state of reciprocating motion is presented. The effects of frequency, stroke length and load on film thickness and pressure variation during one operating cycle are discussed. The general tribological behavior of elastohydrodynamic lubrication during reciprocating motion is explained.

The system of equations of Reynolds, film thickness considering surface deformation and load balance equations are solved using the Newton-Raphson technique with the Gauss-Seidel iteration method. Numerical solutions were performed with a sinusoidal contact surface velocity to simulate reciprocating elastohydrodynamics. The methodology is validated using historical experimental measurements/observations and numerical predictions from other researchers.

The numerical results showed that the change in oil film during a stroke is controlled by both wedge and squeeze effects. When the surface velocity is zero at the stroke end, the squeeze effect is most noticeable. As the frequency increases, the general trend of central and minimum film thickness increases. With the same entraining speed but different stroke lengths, the properties of the oil film differ from one another, with an increase in stroke length leading to a reduction in film thickness. Finally, the numerical results showed that the overall film thickness decreases with increasing load.

General tribological behaviors of elastohydrodynamic lubricating point contact, represented by pressure and film thickness variations over time and profiles, are analyzed under reciprocating motion during one working cycle to show the effects of frequency, stroke length and applied load.

In recent years, using aberration-corrected transmission electron microscopy, the authors have achieved precisely detecting the structural evolution of passive film as well as its interface zone at atomic scale. The purpose of this paper aims to make a brief review to show the authors’ new understanding and perspective on the issue of critical factors determining stability of passive film of Fe-Cr alloy.

The introduction of single crystal enabled the authors to obtain a distinct metal/passive film interface and better characterize the structure of the interface region. The authors use aberration-corrected TEM to conduct cross-sectional observation and directly capture the details across the entire film at a high spatial and energy resolution.

Apart from the passive film itself, the interface zone, including metal/film (Me/F) interface and the adjacent metal side, is also the site which is attacked. Accordingly, the nature of the interface zone, such as microstructure, composition and atomic configuration, is one of the critical factors determining the stability of passive film.

Deciphering the critical factors determining the stability of passive film is of great significance and has been a fundamental issue in corrosion science. Great attention has been paid to the nature of the passive film itself. In contrast, the possible role of the interface between the passive film and the metal is rarely taken into account. Based on the advanced analytical tool with high spatial resolution, the authors have specified the significant role of interface structures on the macro-scale stability of passive film.

The purpose of this study is to investigate the effects of nanoadditive lubricants on the vibration and noise characteristics of helical gears compared with conventional lubricants. The experiment aims to analyze whether nanoadditive lubricants can effectively reduce gear vibration and noise under different speeds and loads. It also analyzes the sensitivity of the vibration reduction to load and speed changes. In addition, it compares the axial and radial vibration reduction effects. The goal is to explore the application of nanolubricants for vibration damping and noise reduction in gear transmissions. The results provide a basis for further research on nanolubricant effects under high-speed conditions.

Helical gears of 20CrMnTi were lubricated with conventional oil and nanoadditive oils. An open helical gearbox with spray lubrication was tested under different speeds (200–500 rpm) and loads (20–100 N·m). Gear noise was measured by a sound level meter. Axial and radial vibrations were detected using an M+P VibRunner system and fast Fourier transform analysis. Vibration spectrums under conventional and nanolubrication were compared. Gear tooth surfaces were observed after testing. The experiment aimed to analyze the noise and vibration reduction effects of nanoadditive lubricants on helical gears and the sensitivity to load and speed.

The key findings are that nanoadditive lubricants significantly reduce the axial and radial vibrations of helical gears under low-speed conditions compared with conventional lubricants, with a more pronounced effect on axial vibrations. The vibration reduction is more sensitive to rotational speed than load. At the same load and speed, nanolubrication reduces noise by 2%–5% versus conventional lubrication. Nanoparticles change the friction from sliding to rolling and compensate for meshing errors, leading to smoother vibrations. The nanolubricants alter the gear tooth surfaces and optimize the microtopography. The results provide a basis for exploring nanolubricant effects under high speeds.

The originality and value of this work is the experimental analysis of the effects of nanoadditive lubricants on the vibration and noise characteristics of hard tooth surface helical gears, which has rarely been studied before. The comparative results under different speeds and loads provide new insights into the vibration damping capabilities of nanolubricants in gear transmissions. The findings reveal the higher sensitivity to rotational speed versus load and the differences in axial and radial vibration reduction. The exploration of nanolubricant effects on gear tribological performance and surface interactions provides a valuable reference for further research, especially under higher speed conditions closer to real applications.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-07-2023-0220/

This study aims to investigate the effects of ball–material ratio on the properties of mixed powders and Cu-Bi self-lubricating alloy materials.

Cu-Bi mixed powder was ball milled at different ball–material ratios, and the preparation of Cu-Bi alloy materials was achieved through powder metallurgy technology. Scanning electron microscopy, X-ray diffraction and Raman spectroscopy were conducted to study the microstructure and phase composition of the mixed powder. The apparent density and flow characteristics of mixed powders were investigated using a Hall flowmeter. Tests on the crushing strength, impact toughness and tribological properties of self-lubricating alloy materials were conducted using a universal electronic testing machine, 300 J pendulum impact testing machine and M200 ring-block tribometer, respectively.

With the increase in ball–material ratio, the spherical copper matrix particles in the mixed powder became lamellar, the mechanical properties of the material gradually reduced, the friction coefficient of the material first decreased and then stabilized and the wear rate decreased initially and then increased. The increase in the ball–material ratio resulted in the fine network distribution of the Bi phase in the copper alloy matrix, which benefitted its enrichment on the worn surface for the formation a lubricating film and improvement of the material’s tribological performance. However, a large ball–material ratio can excessively weaken the mechanical properties of the material and reduce its wear resistance.

The effects of ball–material ratio on Cu-Bi mixed powder and material properties were clarified. This work provides a reference for the mechanical alloying process and its engineering applications.

This paper aims to study the synergistic lubrication effects of Sn–Ag–Cu and MXene–Ti₃C₂ to improve the tribological properties of M50 bearing steel with microporous channels.

M50 matrix self-lubricating composites (MMSC) were designed and prepared by filling Sn–Ag–Cu and MXene–Ti₃C₂ in the microporous channels of M50 bearing steel. The tribology performance testing of as-prepared samples was executed with a multifunction tribometer. The optimum hole size and lubricant content, as well as self-lubricating mechanism of MMSC, were studied.

The tribological properties of MMSC are strongly dependent on the synergistic lubrication effect of MXene–Ti₃C₂ and Sn–Ag–Cu. When the hole size of microchannel is 1 mm and the content of MXene–Ti₃C₂ in mixed lubricant is 4 wt.%, MMSC shows the lowest friction coefficient and wear rate. The Sn–Ag–Cu and MXene–Ti₃C₂ are extruded from the microporous channels and spread to the friction interface, and a relatively complete lubricating film is formed at the friction interface. Meanwhile, the synergistic lubrication of Sn–Ag–Cu and MXene–Ti₃C₂ can improve the stability of the lubricating film, thus the excellent tribological property of MMSC is obtained.

The results help in deep understanding of the synergistic lubrication effects of Sn–Ag–Cu and MXene–Ti₃C₂ on the tribological properties of M50 bearing steel. This work also provides a useful reference for the tribological design of mechanical components by combining surface texture with solid lubrication.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-12-2023-0381/

This paper aims to focus on the high-speed rotary lip seal in aircraft engines, combining its service parameters, its own structure and application conditions, to study the influence of different eccentric forms, eccentricity, rotational speed and other factors on the performance of the rotary lip seal.

A numerical simulation model for high-speed eccentric rotary lip seals has been developed based on the theory of elastic hydrodynamic lubrication. This model comprehensively considers the coupling of multiple physical fields, including interface hydrodynamics, macroscopic solid mechanics and surface microscopic contact mechanics, under the operating conditions of rotary lip seals. The model takes into account eccentricity and uses the hazardous cross-sectional method to quantitatively predict sealing performance parameters, such as leakage rate and friction force.

Eccentricity has a large impact on lip seal performance; lips are more susceptible to wear failure under static eccentricity and to leakage failure under dynamic eccentricity.

This study provides a new idea for the design of rotary lip seal considering eccentricity, which is of guiding significance for the engineering application of rotary lip seal.

This study aims to form composite solid lubricant coatings on the surface of bearing steel, which can significantly improve the tribological properties of thrust cylindrical roller bearings (TCRBs). Phosphating films possess microscopic porosity that typically needs to be sealed with oil, grease or wax. Due to its unique crystal structure, the phosphating film itself also exhibits a certain degree of lubricity. In this study, solid lubricants are used to fill the pores of the phosphating film. By combining the phosphating film with solid lubricants, lubrication and wear reduction can be achieved.

In this study, the surfaces of the shaft washer (WS) and seat washer (GS) were treated with zinc-phosphating. Subsequently, a solid lubricant solution (polytetrafluoroethylene [PTFE], MoS₂ and graphite) was sprayed onto the phosphated samples at concentrations of 1 , 2  and 3 g/L. The porous and adsorptive nature of the phosphating film was used to embed the solid lubricant particles into the film, thus forming a composite lubrication layer containing solid lubricants on the surface of the bearing steel.

The addition of solid lubricant materials has shown significant potential in reducing wear losses compared with phosphated samples without such additives. Increasing the amount of solid lubricant added can facilitate the formation of a transfer film, which further enhances the protective properties. However, it is important to note that excessive amounts of solid lubricant material can contribute to seizure, leading to increased wear losses of the cage and a higher average coefficient of friction (ACOF).By spraying a PTFE solution with a concentration of 2 g/L, the lowest ACOF and cage wear loss were achieved, resulting in reductions of 60.5% for the ACOF and 89.4% for the cage wear loss. Similarly, when spraying a graphite solution with a concentration of 3 g/L, the lowest wear losses for GS and WS were observed, with reductions of 51.7% for GS wear loss and 38.9% for WS wear loss.

The combination of the phosphating film and solid lubricants aims to achieve lubrication and wear reduction, providing a new approach to wear-resistant technology for TCRBs.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-07-2023-0231/

The aim of this study is to experimentally analyze the friction and wear responses of different steels to different surface films generated in oil-lubricated tribological contacts.

Tribological experiments were conducted using a 100Cr6 bearing ball sliding against a V155 carbon steel disk and 316L stainless steel disk, respectively. Lubricants with additives known to form zinc dialkyl-dithiophosphate (ZDDP) or Ca tribofilms were used.

Both of the ZDDP and Ca tribofilms helped stabilize the friction coefficient of the carbon steel and stainless steel. The ZDDP tribofilm could effectively protect the carbon steel from wear, in contrast to the stainless steel, whereas the wear of both carbon steel and stainless steel could be significantly reduced by the Ca tribofilm. In the case of neither ZDDP nor Ca tribofilms formation, the 100Cr6 ball was worn by the V155 disk and generated a special surface topography. A polishing wear mechanism was proposed to explain the wear of the 100Cr6 ball.

This study clearly shows the different friction and wear responses of steels to the different surface films and the response is dependent on the tested steel.

In this article, we discuss an innovative audience research methodology developed for the AHRC-funded “Beyond the Multiplex: Audiences for Specialised Film in English Regions” project (BtM). The project combines a computational ontology with a mixed-methods approach drawn from both the social sciences and the humanities, enabling research to be conducted both at scale and in depth, producing complex relational analyses of audiences. BtM aims to understand how we might enable a wide range of audiences to participate in a more diverse film culture, and embrace the wealth of films beyond the mainstream in order to optimise the cultural value of engaging with less familiar films. BtM collects data through a three-wave survey of film audience members’ practices, semi-structured interviews and film-elicitation groups with audience members alongside interviews with policy and industry experts, and analyses of key policy and industry documents. Bringing each of these datasets together within our ontology enables us to map relationships between them across a variety of different concerns. For instance, how cultural engagement in general relates to engagement with specialised films; how different audiences access and/or share films across different platforms and venues; how their engagement with those films enables them to make meaning and generate value; and how all of this is shaped by national and regional policy, film industry practices, and the decisions of cultural intermediaries across the fields of film production, distribution and exhibition. Alongside our analyses, the ontology enables us to produce data visualisations and a suite of analytical tools for audience development studies that stakeholders can use, ensuring the research has impact beyond the academy. This paper sets out our methodology for developing the BtM ontology, so that others may adapt it and develop their own ontologies from mixed-methods empirical data in their studies of other knowledge domains.