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This paper aims to investigate the lubrication regime in spherical pump, especially under different structural parameters and operational conditions.

A ball-on-plane configuration is adopted to represent the contact model between spherical piston and cylinder cover. The governing equations, which include the Reynolds and elasticity equations, are solved and validated by Jin–Dowson model. Both minimum film thickness and lambda ratio (ratio of minimum fluid film thickness to combined surface roughness of the piston and cylinder cover) of the equivalent model are obtained using an established model.

The results indicate that piston diameter and radial clearance are the two main factors affecting the pump lubrication regime. Other related parameters such as rotation speed of the piston, load, viscosity of working medium, material matching and surface roughness of piston and cylinder cover also have different impacts on the lubrication regime of the spherical pump.

These results emphasize the importance of the design and manufacturing parameters on the tribological performance of spherical pumps and these are also helpful in improving the spherical pump lubrication regime and enlarging its life cycle. This is to certify that to the best of the authors’ knowledge, the content of this manuscript is their own work. This manuscript has only been submitted to this journal and never been published elsewhere. The authors certify that the intellectual content of this manuscript is the product of their own work and that all the assistance received in preparing this manuscript and sources has been acknowledged.

This paper aims to propose an optimal design of the partial textures in the mixed lubrication regime of the crankpin bearing (CB) to maximize the CB's lubrication efficiency.

Based on a hybrid model between the slider-crank-mechanism dynamic and CB lubrication, the square-cylindrical textures (SCT) of partial textures designed on the CB’s mixed lubrication regime are researched. The effect of the density distributions of partial textures on CB’s lubrication efficiency is then evaluated via two indices of increasing the oil film pressure (p) and decreasing the frictional force (F_f) of the CB. The SCT’s geometrical dimensions are then optimized by the genetic algorithm to further improve the CB’s lubrication efficiency.

The results show that the SCT of partial textures optimized by the genetic algorithm has an obvious effect on enhancing CB’s lubrication efficiency. Especially, with the CB using the optimal SCT of partial textures (4 × 6), the maximum p is significantly increased by 3.7% and 8.2%, concurrently, the maximum F_f is evidently reduced by 9.5% and 21.6% in comparison with the SCT of partial textures (4 × 6) without optimization and the SCT of full textures (12 × 6) designed throughout the CB’s bearing surface, respectively.

The application of the optimal SCT of partial textures on the bearing surface not only is simple for the design-manufacturing process and maximizes CB’s lubrication efficiency but also can reduce the machining time, save cost and ensure the durability of the bearing compared to use the full textures designed throughout the CB’s bearing surface.

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.

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/

The purpose of this paper is to improve the lubrication and remove as much as possible of the heat generated in the bearing assembly, embedded in the jet engine.

To determine the necessary values of the air pressure and oil amount, an experimental approach is used. For that purpose, a custom made test rig is developed.

Less amount of oil makes better lubrication conditions, reflected in the smaller temperature of the bearings. Concerning the air pressure, too high and too low air pressure deteriorates the lubrication parameters. An optimum value should be determined experimentally. The influence of oil amount is remarkably bigger than the influence of air pressure.

This experimental investigation provides an easy and fast way to improve the high-speed bearings lubrication parameters.

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 paper aims to analyze the evolution of the lubrication regime by studying the variation of friction coefficient with the rotational speed of the shaft and the impact of the applied load in the starting phase of a cylindrical journal bearing. The paper also aims to ensure that the oil layer is large enough for the rough edges of the outer layer of the bushing and the shaft cannot come into contact. The bearing is made of steel backing material and babbitted (88 per cent tin) on its inner surface.

A numerical analysis is performed taking into account the thermal effect to better predict the operating performance of a hydrodynamic plain cylindrical journal bearing during the start-up and observe the variation of the heat production in bushing inner surface. The flow is modeled based on the Reynolds equation and discretized using the finite volume method.

The evolutions of the start-up speeds of the bearing have remarkable influence on friction torque; average temperature and dissipated power increased with increasing speed and increasing load, but the maximum pressure and the eccentricity decreased with the increase of the start-up speed. The friction coefficient, minimum film thickness and attitude angle increase with elevation of start-up speed.

For the start-up speed of 750, 1,000 and 1,800 rpm and an applied load of 1,000 N, the regime of lubrication of the bearing passes the hydrodynamic regime to the mixed regime; therefore, during start-up and under heavy loads, the bearing must move very quickly at these speeds to avoid contact of the inner surface of the bearing and the shaft.

Friction and wear are very important factors in predicting the performance of journal bearings, particularly under heavy load in start-up processes. However, there are few relevant studies on the numerical model. This study aims to establish a transient-mixed lubrication model to predict the performance of journal bearings, focusing on the friction and wear behavior under heavy load during start-up.

The average Reynold equation, three-dimensional energy equation, shear stress model for friction and Archard model for wear are coupled in the transient model by finite difference method. The linear wear simulation method is bought out to reduce the update times and the calculation time.

The different start-up accelerations and linear wear times set are compared and discussed, which indicates a reasonable start-up acceleration is necessary for journal bearings under heavy load during start-up, and setting linear wear times is an effective method to reduce the simulation time significantly. Furthermore, the wear profile in the start-up process spreads in both the clearance and circumferential directions, but mainly in the clearance direction, which increases the minimum film thickness and affects the friction performance.

This study is of great significance for the numerical prediction of the transient performance of journal bearings during start-up considering friction and wear.

This paper aims to research the effect of the different structures of dimpled textures on the rod bearing surfaces on improving the engine’s lubrication efficiency and friction power loss (LE-FPL).

Based on the hydrodynamic model of the rod bearing, the effect of different structures of dimpled surfaces including circular dimples (CD), square dimples (SD), wedge-shaped dimples (WSD), circular-square dimples (CSD) and square-wedge-shaped dimples (SWSD) on ameliorating the LE-FPL is analyzed under the different operating conditions of the engine. The oil film pressure (p), asperity contact force (W_ac), friction force (F_f) and coefficient of friction (COF) of the rod bearing are chosen to evaluate the LE-FPL.

The SD’s performance on improving the LE-FPL is better than all other structures of the CD, WSD, CSD and SWSD. Particularly, the average values of W_ac, F_f and COF with the SD is significantly reduced by 14.5%, 28.5% and 33.3% compared to the optimal dimensions of the rod bearing; and by 26.4%, 34.5% and 43.7% compared to the optimal CD (n = m = 6).

The generated friction between surfaces of rod bearings of the engine not only reduces the engine power but also affects the durability of the structures. Thus, the optimal design of the SD to further improve the LE-FPL is very necessary.

This study aims to investigate mixed lubrication performances of stern bearing in a misaligned state considering turbulence and bearing deformation impacts.

A mixed lubrication model of stern bearing is established. The generalized average Reynolds equation governing the turbulent flow of lubricant is analyzed by considering the interaction of bearing elastic deformation, asperity contact pressure and film pressure. The bearing behaviors including minimum film thickness, hydrodynamic pressure, asperity friction force and frictional coefficient are studied under different models. The correctness of this model is verified by comparing it with that of the published data.

Numerical results indicate that elastic deformation noticeably decreases the maximum film pressure, the asperity contact force and the friction coefficient in the mixed lubrication stage. The effect of elastic deformation and turbulence reduces the transition speed from mixed to liquid lubrication.

This model includes both turbulence and bearing deformation impacts on journal bearing performances. It is expected that the numerical results can provide useful information to establish a stern bearing exposed to mixed lubrication conditions.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-11-2022-0352/