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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/

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/

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/

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 article is to prepare graphene/polyimide composite materials for use as bearing cage materials, improving the friction and wear performance of bearing cages.

The oil absorption and discharge tests were conducted to evaluate the oil content properties of the materials, while the mechanical properties were analyzed through cross-sectional morphology examination. Investigation into the tribological behavior and wear mechanisms encompassed characterization and analysis of wear trace morphology in PPI-based materials. Consequently, the influence of varied graphene nanoplatelets (GN) concentrations on the oil content, mechanical and tribological properties of PPI-based materials was elucidated.

The composites exhibit excellent oil-containing properties due to the increased porosity of PPI-GN composites. The robust formation of covalent bonds between GN and PPI amplifies the adhesive potency of the PPI-GN composites, thereby inducing a substantial enhancement in impact strength. Notably, the PPI-GN composites showed enhanced lubrication properties compared to PPI, which was particularly evident at a GN content of 0.5 Wt.%, as evidenced by the minimization of the average coefficient of friction and the width of the abrasion marks.

This paper includes implications for elucidating the wear mechanism of the polyimide composites under frictional wear conditions and then to guide the optimization of oil content and tribological properties of polyimide bearing cage materials.

In this paper, homogeneously dispersed PPI-GN composites were effectively synthesized by introducing GN into a polyimide matrix through in situ polymerization, and the lubrication mechanism of the PPI composites was compared with that of the PPI-GN composites to illustrate the composites’ superiority.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-12-2023-0415

The purpose of this study is to solve the issues of time-consuming and complicated computation of traditional measures, as well as the underutilization of two-dimensional (2D) phase-trajectory projection matrix, so a new set of features were proposed based on the projection of attractors trajectory to characterize the friction-induced attractors and to reveal the tribological behavior during the running-in process.

The frictional running-in experiments were conducted by sliding a ball against a static disk, and the friction coefficient was collected to reconstruct the friction-induced attractors. The projection of the attractors in 2D subspace was then mapped and the distribution of phase points was adapted to conduct the feature extraction.

The evolution of the proposed moment measures could be described as “initial rapid decrease/increase- midterm gradual decrease/increase- finally stable,” which could effectively reveal the convergence degree of the friction-induced attractors. Moreover, the measures could also describe the relative position of the attractors in phase–space domain, which reveal the amplitude evolution of signals to some extent.

The proposed measures could reveal the evolution of tribological behaviors during the running-in process and meet the more precise real-time running-in status identification.

Preparing CrAlN coatings on the surface of silicon nitride bearings can improve their service life in oil-free lubrication. This paper aims to match the optimal process parameters for preparing CrAlN coatings on silicon nitride surfaces, and reveal the microscopic mechanism of process parameter influence on coating wear resistance.

This study used molecular dynamics to analyze how process parameters affected the nucleation density, micromorphology, densification and internal stress of CrAlN coatings. An orthogonal test method was used to examine how deposition time, substrate temperature, nitrogen-argon flow rate and sputtering power impacted the wear resistance of CrAlN coatings under dry friction conditions.

Nucleation density, micromorphology, densification and internal stress have a significant influence on the surface morphology and wear resistance of CrAlN coatings. The process parameters for better wear resistance of the CrAlN coatings were at a deposition time of 120 min, a substrate temperature of 573 K, a nitrogen-argon flow rate of 1:1 and a sputtering power of 160 W.

Simulation analysis and experimental results of this paper can provide data to assist in setting process parameters for applying CrAlN coatings to silicon nitride bearings.

This study aims to research the influence mechanism of microtextured geometric parameters of dry gas seal end face on the tribological behavior under dry frictional conditions.

The microtexture was processed using laser processing, while the diamond-like carbon (DLC) film was applied through magnetron sputtering; the experimental platform of friction vibration was established, the frictional and vibrational properties of different geometric parameters were tested; the data signals of vibrational acceleration and frictional torque were collected and processed using data acquisition instrument. The entropy characteristic parameters of 3D vibrational acceleration were extracted based on wavelet packet decomposition method. The end-face topography was measured with ST400 three-dimensional noncontact surface topography instrument.

The geometry of pits plays a key role in influencing friction performance; the permutation entropy and fuzzy entropy of the vibration acceleration signal changed with variations in microtextured parameters. A textured surface with appropriately size parameters can trap debris, enhance the dynamic pressure effect, reduce impact between the friction interfaces and improve the frictional vibrational performance. In this research, microtextured surface with Φ150 µm-10% and Φ200 µm-5% can effectively reduce friction and vibration between the end faces of a dry gas seal.

DLC film improves the hardness of seal ring end face, and microtexture improves the dynamic effect; the tribological behavior monitoring can be realized by analyzing the characteristics of vibration acceleration sensitive parameter with friction state. The findings will provide a basis for further research in the field of tribology and the microtexture optimization of dry gas seal ring end face.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-12-2023-0389/

This paper aims to study the influence of cylindrical texture parameters on the lubrication performance of static and dynamic pressure thrust bearings (hereinafter referred to as thrust bearings) and to optimize their lubrication performance using multiobjective optimization.

The influence of texture parameters on the lubrication performance of thrust bearings was studied based on the modified Reynolds equation. The objective functions are predicted through the BP neural network, and the texture parameters were optimized using the improved multiobjective ant lion algorithm (MOALA).

Compared with smooth surface, the introduction of texture can improve the lubrication properties. Under the optimization of the improved algorithm, when the texture diameter, depth, spacing and number are approximately 0.2 mm, 0.5 mm, 5 mm and 34, respectively, the loading capacity is increased by around 27.7% and the temperature is reduced by around 1.55°C.

This paper studies the effect of texture parameters on the lubrication properties of thrust bearings based on the modified Reynolds equation and performs multiobjective optimization through an improved MOALA.

This study aims to investigate the rarefaction effects on flow and thermal performances of an equivalent sand-grain roughness model for aerodynamic thrust bearing.

In this study, a model of gas lubrication thrust bearing was established by modifying the wall roughness and considering rarefaction effect. The flow and lubrication characteristics of gas film were discussed based on the equivalent sand roughness model and rarefaction effect.

The boundary slip and the surface roughness effect lead to a decrease in gas film pressure and temperature, with a maximum decrease of 39.2% and 8.4%, respectively. The vortex effect present in the gas film is closely linked to the gas film’s pressure. Slip flow decreases the vortex effect, and an increase in roughness results in the development of slip flow. The increase of roughness leads to a decrease for the static and thermal characteristics.

This work uses the rarefaction effect and the equivalent sand roughness model to investigate the lubrication characteristics of gas thrust bearing. The results help to guide the selection of the surface roughness of rotor and bearing, so as to fully control the rarefaction effect and make use of it.