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Hydro-viscous drive (HVD) clutches are widely used in equipment requiring soft start, such as fans and pumps, to transmit torque and adjust speed by changing the gap distance between friction pairs. This paper aims to propose a novel two-parameter evaluation method for HVD during the mixed lubrication stage. The objective is to develop an effective model that establishes the relationship between these parameters and the actual surface topography.

In the presented methods, the fractal features of the real manufacturing surface are calculated based on the power spectrum function by the ultra-depth three-dimensional microscope. After that, the hybrid friction model of the friction plate is established based on mixed elasto-hydrodynamic lubrication theory, boundary friction model and fractal theory. Then the torque and load bearing characteristics of the clutch are obtained, and the influences of the surface fractal features are investigated and discussed. Finally, the Weierstrass–Mandelbrot function is adopted for the surface topography characterization and evaluation.

The results indicate that the proposed method exhibits good accuracy, while the speed difference between the friction pair exceeds 2,500 rpm. It is concluded that this paper proposed a way to evaluate the torque and loading capacity of HVD considering the real manufacturing surface topography and is helpful for surface optimization.

The originality and value of this study lie in its development of a novel torque and load bearing capacity evaluation method for HVD in mixed lubrication stage, considering manufacturing surface topography and describing the real manufacturing surface.

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 floating ring generates elastic deformation as the film pressure for high-speed floating ring bearings (FRBs). The purpose of this study is to investigate the influence of ring elastic deformation on the performance of a hydrodynamic/hydrostatic FRB, including floating ring equilibrium and minimum film thickness.

The finite element method and finite difference method are used to solve thermohydrodynamic (THD) lubrication models, including the Reynolds equation, energy equation and temperature–viscosity equation. The deformation matrix method is applied to solve the elastic deformation equation, and then the deformation distribution, floating ring equilibrium and minimum film thickness are investigated. The maximum pressure is compared with the published article to verify the mathematical models.

The deformation value increases with the growth of shaft speed; owing to elastic deformation on the film reaction force and friction moment, the ring achieves equilibrium at a new position, and the inner eccentricity increases while the ring-shaft speed ratio declines. The minimum film thickness declines with the growth of inlet temperature, and the outer film tends to rupture considering elastic deformation at a higher temperature.

The floating ring elastic deformation is coupled with the THD lubrication equations to study ring deformation on the hydrodynamic/hydrostatic FRB lubrication mechanism. The elastic deformation of floating ring should be considered to improve analysis accuracy for FRBs.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-05-2023-0139/

This study aims to improve the tribological properties of hydrodynamic journal bearing via surface texture, as well as the wear and antifriction mechanisms of textured bearing were represented. It provides a design direction for solving the tribological problem of rotor-bearing system.

In this paper, the variation of surface texture parameters (e.g. texture diameter, d; area density, sp; and depth, hp) were analyzed based on finite difference method. The optimal surface texture parameters were obtained by designing orthogonal experiments, and the relationship between friction and wear properties and microstructure was studied via combining electron probe microanalyzer, scanning electron microscope, X-ray diffractometer and friction and wear testing machine.

Dimensionless film pressure P increased as the d increased, whereas P first increased and then decreased as the sp and hp increased, and the maximum P was got as sp = 15% and hp = 25 µm, respectively. The friction coefficient of textured surface with suitable parameters was effectively reduced and the textured surface with the best antifriction effect was 5#. Orthogonal experimental design analysis showed that the influence order of factors on friction coefficient was as follows: sp > sp × d > d > d × hp > hp > sp × hp and the friction coefficient first decreased and then increased as the sp, d and hp increased. In addition, the friction and wear mechanism of textured bearing were three body friction and abrasive wear as the matrix structure and hard phase were a single β phase and Mn5Si3, respectively. While the antifriction mechanism of textured surface was able to store abrasive particles and secondary hydrodynamic lubrication was formed.

The sample with reasonable texture parameter design can effectively reduce friction and wear of hydrodynamic journal bearing without reducing the service life, which can provide a reference for improving the lubrication performance and mechanical efficiency of rotor-bearing system.

As the crucial support component of the propeller power system, the reliability of the operation of submersible pumps is influenced by the lubrication performance of water-lubricated thrust bearings. When the water-lubricated thrust bearings are under start-stop or heavy load conditions, the effect of surface morphology is crucial as the mixed lubrication regime is encountered. This paper aims to develop one mixed lubrication model for the water-lubricated thrust bearings to predict the effects of surface skewness, kurtosis and roughness orientation on the loading carrying capacity and tribological behavior.

This paper developed one improved mixed lubrication model specifically for the water-lubricated thrust bearing system. In this model, the hydrodynamic model was improved by using the height of the rough surface and its probability density function, combined with the average flow model. The asperity contact model was improved by using the equation for the Pearson system of frequency curves to characterize the non-Gaussian aspect of surface roughness distribution.

According to the results, negative skewness, large kurtosis and lateral surface pattern can improve the tribological performance of water-lubricated thrust bearings. Optimizing the surface morphology is a reasonable design method that can improve the performance of water-lubricated thrust bearings.

In this paper, one mixed lubrication model specifically for the water-lubricated thrust bearing with the effect of surface roughness into consideration was developed. Based on the developed model, the effect of surface morphology on tribological behavior can be evaluated.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-08-2023-0247/

This study aims to enhance the lubrication performance of thrust bearings. The influence of columnar convex–concave compound microtexture on bearing performance is investigated

Based on the compound microtexture model of thrust bearings, considering surface roughness and turbulent effect, the variation of lubrication characteristics with the change in the compound microtexture parameters is studied.

The results indicate that, compared with circular microtexture, the maximum pressure of compound microtexture of thrust bearings increases by 7.42%. Optimal bearing performance is achieved when the internal microtexture depth is 0.02 mm. Turbulent flow states and surface roughness lead to a reduction in the optimal depth. The maximum pressure and load-carrying capacity of the bearing decrease as the initial angle increases, whereas the friction coefficient increases with the increase in the initial angle. The lubrication performance is best for bearings with a circumferential parallel arrangement of microtexture.

The novel composite microtexture with columnar convex-concave is proposed, and the computational model of thrust bearings is set. The influence of surface roughness and turbulent flow on the bearing performance should be considered for better conforming with engineering practice. The effect of microtexture depth, arrangement method and distribution position on the lubrication performance of the compound microtexture thrust bearing is investigated, which is of great significance for improving tribology, thrust bearings and surface microtexture theory.

The purpose of this paper is to investigate the performance of bio-based lubricants (BBL), namely, palm mid-olein (PMO) enriched with an antioxidant agent, tertiary-butylhydroquinone (TBHQ) and a viscosity improver, ethylene-vinyl acetate (EVA), in journal bearing (JB) applications.

Samples of the BBL were prepared by blending it with TBHQ and EVA at various blending ratios. The oxidative stability (OS) and viscosity of the BBL samples were examined using differential scanning calorimetry and a viscometer, respectively. Meanwhile, their performance in JB applications was evaluated through the use of a JB test rig with a 0.5 length-to-diameter ratio at various operating conditions.

It was found that the combination of PMO + TBHQ + EVA demonstrated a superior oil film pressure and load-carrying capacity, resulting in a reduced friction coefficient and a smaller attitude angle compared to the use of only PMO or VG68. However, it was observed that the addition of TBHQ and EVA to the PMO did not have a significant impact on the minimum oil film thickness.

The results would be quite useful for researchers generally and designers of bearings in particular.

This study used PMO as the base stock, and its compatibility with TBHQ and EVA was investigated in terms of its OS and viscosity. The performance of this treated BBL was evaluated in a hydrodynamic JB.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-11-2023-0363/

The purpose of this study is to design and process the optimal V-shaped microstructure for 7075 aluminum alloy and reveal its wear resistance mechanism and performance.

The hydrodynamic pressure lubrication models of the nontextured, V-shaped, circular and square microtextures are established. The corresponding oil film pressure distributions are explored. The friction and wear experiments are conducted on a rotating device. The effects of the microstructure shapes and sizes on the wear mechanisms are investigated via the friction coefficients and surface morphologies.

In comparison, the V-shaped microtexture has the largest oil film carrying capacity and the lowest friction coefficient. The wear mechanism of the V-shaped microtexture is dominated by abrasive and adhesive wear. The V-shaped microtexture has excellent wear resistance under a side length of 300 µm, an interval of 300 µm and a depth of 20 µm.

This study is conductive to the design of wear-resistant surfaces for friction components.

Gears are prone to instantaneous failure when operating under extreme conditions, affecting the machinery’s service life. With numerous types of gear meshing and complex operating conditions, this study focuses on the gear–rack mechanism. This study aims to analyze the effects and optimization of biomimetic texture parameters on the line contact tribological behavior of gear–rack mechanisms under starvation lubrication conditions.

Inspired by the microstructure of shark skin surface, a diamond-shaped biomimetic texture was designed to improve the tribological performance of gear–rack mechanism under starved lubrication conditions. The line contact meshing process of gear–rack mechanisms under lubrication-deficient conditions was simulated by using a block-on-ring test. Using the response surface method, this paper analyzed the effects of bionic texture parameters (width, depth and spacing) on the tribological performance (friction coefficient and wear amount) of tested samples under line contact and starved lubrication conditions.

The experimental results show an optimal proportional relationship between the texture parameters, which made the tribological performance of the tested samples the best. The texture parameters were optimized by using the main objective function method, and the preferred combination of parameters was a width of 69 µm, depth of 24 µm and spacing of 1,162 µm.

The research results have practical guiding significance for designing line contact motion pairs surface texture and provide a theoretical basis for optimizing line contact motion pairs tribological performance under extreme working conditions.

The purpose of this paper is to propose a type of hybrid bearing lubricated with supercritical carbon dioxide (S-CO₂) and to investigate the stiffness and damping characteristics of the bearing under hydrostatic status.

Established a test rig for radial bearings lubricated with S-CO₂ and used it to measure the dynamic coefficients by recording the relative and absolute displacements of bearing. Test bearing is mounted on a nonrotating, stiff shaft. Using static loading experiments to obtain structural stiffness. The dynamic coefficient regularities of the test bearing under hydrostatic status were revealed through dynamic loading experiments.

Experiment results indicate that test bearing displayed increased stiffness when subjected to high excitation frequencies and low excitation forces, as well as elevated damping when exposed to low excitation frequencies and low excitation forces. Additionally, an increase in either environmental pressure or hydrostatic recess pressure can elevate the dynamic coefficient. The effect of temperature on the dynamic coefficient is more pronounced around the critical temperature of S-CO₂.

Designed a type of hybrid bearing for use in the Brayton cycle that is lubricated with S-CO₂ and uses hydrostatic lubrication during start-stop and hydrodynamic lubrication during high-speed operation. The hybrid bearing reduces the wear and friction power consumption of gas bearing. However, few experimental analyses have been conducted by researchers in this field.