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The hydro-viscous drive (HVD) has been widely used in fan transmission in vehicles, fans, and scraper conveyors for step-less speed regulating and soft starting. It is an efficient method to save energy and reduce consumption. This study aims to analyze the influencing factors of oil film shear torque accurately.

The shear torque calculation model of double arc oil groove friction pairs was established. The influence of groove structure parameters on shear torque was analyzed. The interaction between viscosity temperature and shear torque was considered. Meanwhile, the equivalent radius was calculated when the rupture of oil film appeared. Finally, the test rig of torque characteristics was set up. The variance of shear torque with the input rotation speed under different oil film thickness, different oil temperature, and different flow rate was seen.

The results show that the shear torque increases with the growth of rotation speed. However, the increase of torque is quite gradual because of the effect of the change of viscosity, which is caused by the rise of temperature. The shear torque increases with the decrease of thickness, the increase of inlet flow rate, and the decrease of inlet oil temperature. Meanwhile, when the feeding flow rate is less than the theoretical, the oil film gets ruptured and the shear torque decreases sharply.

The influence on shear torque during full film shear stage in HVD can be achieved much more accurately through both experimental research and theoretical modeling in which groove parameters, influence of temperature, and oil film rupture are considered. Therefore, the shear torque of HVD can be predicted by theoretical model and experimental research in full film shear stage.

This paper studies elastohydrodynamic lubrication (EHL) of line contacts for the slide‐roll ratios 0‐2 based on the assumptions of interfacial shear strength and interfacial slip. It is shown that the viscoelastic, viscoplastic and non‐continuum fluids distribute from the inlet zone to the Hertzian contact zone in order for a given operating condition when the load and rolling speed exceed critical values. For the rolling speed below the critical, the distributing fluids from the inlet zone to the Hertzian contact zone in order are viscoelastic and non‐continuum when the load exceeds a critical value. These show a multirheological behavior EHL film, formed in a contact, which may represent a mode of mixed lubrication. For this mode of lubrication, the fluid model should handle both inlet and Hertzian contact zones where the fluids are, respectively, continuum and non‐continuum. A new EHL analysis and theory, therefore needs to be established.

Cavitation in piston-ring lubrication is studied as part of the performance of piston-ring assemblies. Cavitation degrades performance in engineering applications and its effect is that it alters the oil film pressure, generated at the converging-diverging wedge of the interface. Studies tried to shed light to the phenomenon of cavitation and compare it with cavities that have been identified in bearings. The paper aims to discuss this issue.

Lubricant formulations were used for parametric study of oil film thickness (OFT) and friction providing the OFT throughout the stroke and LIF for OFT point measurements. Lubricant formulation affects cavitation appearance and behaviour when fully developed.

Cavitation affects the ring load carrying capacity. Different forms of cavitation were identified and their shape and size (length and width) is dictated from reciprocating speed and viscosity of the lubricant. A clear picture is given from both techniques and friction results give quantifiable data in terms of the effect in wear and cavitation, depending on the lubricant properties.

Engine results are limited due to manufacturing difficulties of visualisation windows and oil starvation. Therefore, full stroke length sized windows were not an option and motoring tests were implemented due to materials limitations (adhesive and quartz windows). Lubricant manufacturer has to give data regarding the chemistry of the lubricants.

The contribution of cavitation in piston-ring lubrication OFT, friction measurements and lubricant parameters that try to shed light to the different forms of cavitation. A link between viscosity, cavitation, shear thinning properties, OFT and friction is given.

Powder lubrication is widely used in industrial production, but most of the research that analyze the wear process and speculate on the wear mechanism of the tested specimens lacks reliability, and it is difficult to reveal the essence of the friction and wear process. The purpose of this paper is using the optical in situ observation method to observe the condition of the powder lubrication layer in real time and dynamically, and directly obtain the morphology change of the specimen during the whole wear process, which is helpful to the establishment of new tribological basic theories such as friction and wear mechanism and lubrication theory.

Mechanical model of powder lubrication is established considering asperity and powder layer, and the influence of adhesion effect on load and friction force is analyzed. The finite difference method is used to solve the above physical model, and the influence of the adhesion effect on load and friction force is analyzed. The total load and friction of the friction pair are composed of two parts: fluid and asperity. Based on the optical in situ observation method to build a test platform. The interface of the adhesion stage was observed by SEM.

When the film thickness ratio is less than 1, the local damage and diffusion of the powder layer are basically completed and the adhesion stage is entered. At this time, the asperity is not fully loaded, the powder layer is loaded by 50%, the asperity is less loaded, the deformation is small and the possibility of plastic flow is reduced. However, in the adhesion stage, the friction force is basically generated between asperity, and the friction force ratio of the asperity is 80%. Heavy load and surface roughness of the specimen are the necessary conditions for the powder adhesion period.

In this paper, the failure process of the powder layer at the friction interface with different roughness and load is studied based on the optical in situ observation method. Second, the contact surface with the micro-convex body and powder layer is simulated, and the influence of adhesion effect on the mechanical properties of the real contact surface in the process of powder lubrication is analyzed, thus providing theoretical guidance for mechanical processing, workpiece operation and lubrication design.

Mechanical model considering asperities and powder layer powder lubrication was established to analyze the influence of the adhesion effect on load and friction. Based on the optical in situ observation method to build a test platform. The tests found that the failure process of the powder lubricating layer includes five stages: powder complete stage, local failure stage, local failure diffusion stage, powder adhesion stage and complete failure stage.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-11-2022-0322/

This study aims to compare cavitation shapes between the simulating test rig and the engines to strengthen the findings that were first observed in the simplified experiments. Different forms of cavitation were identified, and their shape and size (length and width) were dictated from reciprocating speed and viscosity of the lubricant. Cavitation degrades performance in engineering applications and its effect is that it alters the oil film pressure.

Lubricant formulations were used for parametric study as well as different operating testing parameters in a simulating test rig and single cylinder engines with visualisation windows. An algorithm was used for extracting cavitation data from imaging, and comparison was made.

Similar phenomena at the simulating test rig and the engine were investigated and compared. The effect of different operating conditions was assessed along with the variations produced from the parametric lubricant study.

Engine results are limited due to manufacturing difficulties of visualisation windows and oil starvation. Firing tests are another difficult challenge as the modified section pressure is under more pressure and the window view is affected by combustion process. Limited pictures can be captured before cleaning is required. A lubricant manufacturer has to provide data regarding the chemistry of the lubricants.

The effect of cavitation in piston ring lubrication along with variable operating and lubricant parameters is further studied with quantification of cavitation results through image processing. These forms of cavities are affected by lubricant properties and operating conditions. A link between viscosity, cavitation, shear thinning properties, oil film thickness (OFT) and friction is given.

The purpose of this paper is to investigate numerically the effect of rheology on the leveling of thin fluid films on horizontal solid substrates.

A mathematical model based on the lubrication approximation which defines non-Newtonian rheology using a Power-law model is presented. The rheology is described by two parameters: the consistency factor and the flow behavior index. The resulting highly non-linear coupled set of equations is discretized using Finite-Difference and the resulting algebraic system is solved via an efficient Multigrid algorithm.

Importantly, the non-dimensionalization process leads to a pair of Partial Differential Equations which depends on one parameter only, the flow behavior index. The authors show that the consistency factor only affects the time scale of the leveling process, hence stretching or contracting the time line. Results for the leveling of sinusoidal perturbations of the fluid film highlights important differences between the leveling of shear-thinning and shear-thickening fluids. In a normalized time frame, the onset of leveling occurs earlier for the shear-thinning fluid than for the shear-thickening one. However, the dimensionless leveling rate is higher for the shear-thickening fluid than the shear-thinning one. This results in a “threshold thickness” which delimits two regimes: the shear-thinning fluid levels to a thickness above this threshold faster than the shear-thickening fluid but the opposite is true for a film thickness below this threshold. An important aspect of this study is the verification of the numerical implementation using the Method of Manufactured Solutions (MMS), a first in the context of thin film studies. The paper also highlights differences between the leveling of two-dimensional and three-dimensional thickness perturbations.

The study of the leveling of disturbances at the free surface of a liquid film using a Power-law rheological model does not appear to have been covered in the literature. Also, the paper uses the MMS to test the validity of the implementation. This appears to be the first time it has been used in the context of the lubrication approximation. Finally, unlike most prior studies, the work does away with the planar assumption.

The purpose of this paper is to study the temperature characteristics of hydro-viscous clutch with different structure of friction disks and obtain the distribution of film temperature.

The mathematical model of oil film between friction disks with radial grooves is established. Based on the flow rate equation, the temperature rise equation of oil film is deduced. Considering two-phase flow, the temperature distribution in the oil shear stage and the effects of the ratio of inner radius to outer radius on film temperature rise is studied by using computational fluid dynamics (CFD) technology.

The results show that when input speed is constant, the increase in the ratio of inner to outer radius leads to an increase in the peak temperature and the decrease in the ratio results in a larger increasing rate of temperature.

These results are of interest for the study of hydro-viscous drive and its applications. This study can also provide a theoretical basis for the mechanism of temperature rise by considering the effect of two-phase flow.

The purpose of this paper is to establish a rapid and effective numerical model of thin film lubrication with clear physical conception, in which viscosity variation along the direction of film thickness was used instead of average viscosity, and continuous Reynolds equation was used in the calculation of thin film lubrication.

Based on rheology and thin film lubrication with point contact and considering features of shear thinning and like-solidification of lubricant oil in the thin film lubrication state, a modified formula with overall average equivalent viscosity was proposed by combining numerical calculation and experiment data.

It is a fast and efficient method for film lubrication state simulation.

Thin film lubrication research on a nanoscale is very popular, and a variety of thin film lubrication models are proposed. Due to the complexity of thin film lubrication, it is still in the stage of revealing law and establishing calculation model.

The key issue is how to obtain the viscosity correction formula derived from engineering practice, also considered the lubricating oil class solidification and shear-thinning properties on thin film lubrication, while based on the system experiment, the viscosity modified formula for the gap, speed changes are proposed to obtain the overall average equivalent viscosity which makes the thin film lubrication micro to macro, so that a clear physical meaning for thin-film lubrication numerical calculation model is established.

Piston ring dynamic problem plays an important role in the lubricant characteristics of a reciprocating engine, which lead to engine wear and the increased consumption of lubricating oil. A cavitation analysis of the piston ring lubrication with two-dimensional Reynolds equation has rarely been reported owing to the complex working condition. The purpose of this study is to establish a precise model that can provide guidance for the design of the piston ring.

In this paper, a cavitation model and its effect on the piston ring lubrication was studied in a simulation program based on the mass-conserving theory which is solved by means of the Newton–Raphson method. In this study, some models such as mixed lubrication, asperity contact, blow-by/blow-back flow and cavitation have been coupled with the lubrication model.

The established model has been compared with the traditional model that deals with cavitation by using the Reynolds boundary condition algorithm. The cavitation zone, pressure distribution and density distribution between the piston ring and the cylinder have also been predicted. Studies of the changing trend for the pressure distribution and the cavitation zone at few typical crank angles have been listed to illustrate the cavitation changing rule. The analysis of the results indicates that the developed simulation model can adequately illustrate the lubrication problem of the piston ring system. All the analyses will provide guidance for the oil film rupture and the reformation process.

A two-dimensional cavitation model based on the mass-conserving theory has been built. The cavitation-forming and -developing process for the piston ring–liner lubrication has been studied. Non-cavitation occurs in the vicinity of top dead center and bottom dead center. The non-cavitation period will be longer in the vicinity of 360° of crank angle. The density distribution in the cavitation zone can be obtained.

The breakdown of laminar flow in the clearance space of a journal is considered, and the point of transition is considered in relation to experiments carried out with ‘bearings’ of large clearance. Experiments involving flow visualization with very large clearance ratios of 0.05 to 0.3 show that the laminar regime gives way to cellular or ring vertices at the critical Reynolds number predicted by G. I. Taylor for concentric cylinders even in the presence of an axial flow and at a rather higher Reynolds number in the case of eccentric cylinders. The effect of the transition on the axial flow between the cylinders is small. The critical speed for transition as deduced by Taylor, is little affected by moderate axial flows and is increased by eccentricity. The effect of critical condition on the axial‐flow characteristics of the bearing system appears to be negligible, again for moderate axial flows. Assuming that the results can be extrapolated to clearances applicable to bearing operation, the main conclusion of this paper is that the breakdown of laminar flow, which is a practical possibility in very high‐speed bearings, is delayed by eccentric operation.