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The purpose of this paper is to investigate the effects of surface texture with roughness orientation considered on tribological properties under a mixed lubrication state numerically and experimentally.

Based on the average Reynolds equation and asperity contact model, the impacts of surface texture parameters and roughness orientation on lubrication properties have been calculated using finite difference method. Tin–bronze samples with various prescribed surface texture geometric parameters and roughness orientation were fabricated by laser surface texturing technique, and the tribology performance of the textured surface was studied experimentally.

The effects of surface geometric parameters and roughness orientation parameters have been discerned. The experimental observations are in good agreement with the numerical prediction, which suggests that the numerical scheme adopted in this work is suitable in capturing the surface texture and roughness effect under mixed lubrication state.

By meticulously controlling the surface roughness and surface texture geometric characteristics based on the laser surface texturing process, samples with prescribed surface texture parameters and roughness orientation consistent with that in theoretical studies were fabricated and the theoretical model and results were verified experimentally.

This paper aims to solve the lubrication failures in the turning arm bearing of RV reducer, give some help in perfecting the bearing structure design and provide theoretical basis for the reducer’s performance improvement.

The paper establishes a mixed lubrication analysis model to study performance parameters. According to the discretization of parameters and iteration of equations, numerical simulation and theoretical analysis are achieved in computational process.

Considering influences of contact load, real rough surface and realistic geometry of RV reducer turning arm roller bearing, the mixed lubrication analysis model is established to study the ratio of oil film thickness, pressure distribution and maximum von Mises stress in different speeds, temperatures and fillets. The results of mixed lubrication show that reasonable round corner modification, increase in temperature and speed, decrease of surface roughness and lubricant types can improve the lubrication performance.

The mixed lubrication analysis model is established to study the influences of contact load, real rough surface and realistic geometry of RV reducer turning arm roller bearing. Different speed, temperature, lubricant and fillet modification are also considered in the research to analyze oil film thickness, pressure distribution and maximum von Mises stress. These studies can optimize structural design of bearing and direct engineer operations.

The purpose of this paper is to derive a new lubrication model of double involute gears drive and study the effect of the tooth waist order parameters of double involute gears on lubrication performance.

The new lubrication model of double involute gears drive was established according to the meshing characteristics of double involute gears drive and the finite length line contact elastohydrodynamic lubrication theory. Numerical calculation of the lubrication model of gear drive was conducted using the multigrid method.

The results show that the oil film necking phenomenon and the oil film pressure peak emerged at the tooth waist order area and the tooth profile ends, and when compared with involute gear, the lubrication performance at the tooth waist order area is better than that at the tooth profile ends. The effect of tooth waist order parameters on lubrication performance at the tooth waist order area was greater than that at other areas.

This research will promote the application of the double involute gear as soon as possible, and it has the reference value for other types of gears.

This paper aims to study the influence of three-column groove shell radius, ball radius, lubricating oil viscosity and elastic modulus on the thermal elastohydrodynamic lubrication (TEHL) characteristics and optimisation of the ball-type tripod universal joint.

The point contact TEHL model of the joint was developed, and the multi-grid method was used to solve it. The influence of three-column groove shell radius, ball radius, lubricating oil viscosity and elastic modulus on the lubrication characteristics was analysed. Further, the optimisation of the joint TEHL performance was carried out by the Kriging approximation model combined with the multi-objective particle swarm optimisation (MOPSO) algorithm.

The research results show that increasing groove shell radius and ball radius can effectively increase the oil film thickness, and decrease the oil film pressure, as well as the temperature rise. Decreasing elastic modulus can reduce the oil film temperature rise and pressure, and increasing viscosity can effectively increase the oil film thickness. The optimised minimum oil film thickness increases by 33.23% and the optimised maximum oil film pressure and maximum temperature rise decrease by 11.92% and 28.87%, respectively. Furthermore, the relative error of each response output is less than 10%.

This study applies TEHL theory to the tribological research of the ball-type tripod universal joint, and the joint’s lubrication performance is improved greatly by the Kriging model and MOPSO algorithm, which provides an effective measure to raise the joint’s working efficiency.

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.

The analysis of lubricating properties and efficiency is important for aviation high-speed gear. So far, the project of lubricating properties and efficiency are processing under the condition of a given lubricating state, which is still depending on practical experience. This paper aims to mostly focus on the analysis of given lubricating state but lost sight of the relevance of lubrication parameters and lubricating state, which not only makes the analysis of aviation high-speed gear transmission and efficiency fail to trace to practical situation but also has an adverse effect on the reliance and validity of the project.

Based on this, the numerical model of spraying oil and oil film spreading is established, and the quantitative relationship between spray lubrication parameters and spreading characteristics of oil film is studied. According to the geometric and mechanical conditions of meshing points and taking the influence of rich-oil/starved-oil lubrication and roughness of teeth surface into consideration, corrected film thickness under condition of elasto-hydrodynamic lubrication and lubricating state of mesh points are analyzed. On this basis, power consumption and efficiency of gear transmission are also calculated by figuring out the solid friction and oil friction separately.

Through the research of this thesis, the effect of friction power consumption and efficiency with lubrication parameters is discussed. The effect of lubrication parameters on friction power consumption and efficiency of gear is complex. With the increase of spreading film thickness and film length, the frictional power consumption is less and the efficiency is higher.

This work provides a systematic technological approach to lubrication design and efficiency calculation of aviation high-speed gear transmission, which has remarkable engineering significance for the accurate lubrication design of the aviation mechanical parts.

To provide information on the distribution of oil deposition inside the pipe conducting oil mist used for lubricating purposes and to show resulting variations of oil/air ratio.

The model of an industrial pipeline has been assembled ranging more than 100 m away from the oil mist source, equipped with devices collecting oil deposited inside the pipes. Other tests were performed in stands constructed as parts of pipes coiled in helical form. Long time experiments with continuous oil mist flow enabled to achieve calculable results.

The quantitative results obtained in experimental investigation on the reduction of oil/air ratio in an oil mist header system show that considerable differences of the oil/air ratio may be observed in a typical long pipeline. Possible consequences of oil deficiency on lubrication of remote mechanisms are presented in the case study. Results of tests are shown in diagrams and tables. These results may be useful for correction of design calculations procedures.

Tests have been made on the basis of one kind of the oil atomized in typical condition and conveyed with steady flow through the piping of rather simple geometry. However, there are other factors affecting oil droplets deposition and the most influencing are probably: the flow velocity/pipe diameter factor, oil atomization characteristics and the geometry of the oil mist piping.

The research has shown dramatic decrease of oil content in the long distance systems that may result in poor lubrication of remote mechanisms or over lubrication of those located close to the oil mist generator. It should be taken on account in calculation of oil mist demand to particular lubrication points.

Presented tests have been carried in the scale and flow parameters very close to those applied in industry. Thus, the results are reliable and could be very useful both for designers and the practitioners of centralized oil mist systems.

This paper aims to understand the influence of cylinder liner temperature on friction power loss of piston skirts and the synergistic effect of cylinder liner temperature on lubrication and heat transfer between piston skirt and cylinder liner.

A method to calculate the influence of cylinder liner temperature on piston skirt lubrication is proposed. The lubrication is calculated by considering the different temperature distribution of the cylinder liner and corresponding piston temperature calculated by a new multilayer thermal resistance model. This model uses the inner surface temperature of the cylinder liner as the starting point, and the starting temperature corresponding to different positions of the piston is calculated using the time integral average. Besides, the transient heat transfer of mixed lubrication is taken into account. Six temperature distribution schemes of cylinder liner are designed.

Six temperature distributions of cylinder liner are designed, and the maximum friction loss is reduced by 34.4% compared with the original engine. The increase in temperature in the second part of the cylinder liner will lead to an increase in friction power loss. The increase of temperature in the third part of the cylinder liner will lead to a decrease in friction power loss. The influence of temperature change in the third part of the cylinder liner on friction power loss is greater than that in the second part.

The influence of different temperature distribution of cylinder liner on the lubrication and friction of piston skirt cylinder liner connection was simulated.

The purpose of this study is to solve this problem. Different lubrication states play a huge role in friction, wear and service life of parts. To ensure the reliability and power of the internal combustion engine, it is necessary to ensure that the friction pair has been in the best lubrication state. One of the key problems of lubrication state and transformation characteristics is to achieve real-time measurement of lubrication state.

Previous studies show that the contact resistance method is very effective in the qualitative analysis of lubrication state test. The circuit is simple and does not require expensive test equipment. But this method could not accurately reflect the film thickness ratio. Through a combination of experimental and theoretical analysis methods, the limitation of the contact resistance method could be overcome.

The relationship between the point contact film-thickness ratio and contact resistance was established, then the film-thickness ratio could be obtained through the contact resistance, thus providing the basis for determining the point contact lubrication state.

According to existing research, the lubrication state of the friction pair mainly was determined through two methods, the friction coefficient and film-thickness ratio. But there are limitations on either using Stribeck curves or optical interference methods. The method used in this paper not only provides a verified way of design theory and model, but is also beneficial to the formation of a new design theory.

A new real-time measurement method of lubrication state based on contact resistance is established and its practicability and veracity are verified by series experiments.

As the companion paper of Part I, this paper aims to get more insight into the essence of lambda and to reveal its nature and role in the transition of lubrication states. Mixed lubrication (ML) model with micro-asperities contacts has been discussed in details in Part I.

Mimetic algorithm is used to get numerical solutions. Relationships between film thickness ratios and lubrication states transition with different external loads, rotating speeds, radial clearances, elastic modulus, surface hardness and roughness parameters are obtained.

The characteristic parameters of transitions from boundary lubrication (BL) to ML and ML to hydrodynamic lubrication (HL) are studied to determine how these parameters change with above factors. Finally, the essence and major influencing factors of lambda are summarized for such bearings.

In Part II, the authors believe that the paper presents for the first time: further insight into the essence of the lambda ratio, and its role in the lubrication states transition are given; the determinations of the characteristic parameters of transition from BL to ML and ML to HL are investigated for the first time; the characteristic parameters of transitions from BL to ML and ML to HL are also studied to determine how parameters (external load, rotating speed, radial clearance, elastic modulus, surface hardness and roughness parameter) change with above factors; a summary of the essence and major influencing factors of lambda for such bearings is given.