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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/

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 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 study is to investigate the use of micro-pits technology to the problem of tribological performance in a sliding motion.

Vegetable oil is a sustainable and economically viable alternative to both mineral and synthetic oils, offering significant savings in both the cost of research and manufacturing. To solve the depriving issue and boost lubrication film thickness, the micro-pits on the surface may function as reservoirs that provide the oil to the contact inlet area. In this research, an aluminium block is used as the workpiece material in an evaluation of a through pin-on-disc tribotester. Lubricating oil in the form of super olein (SO) was used in the experiment.

The results show that the friction performance during a rubbing process between a hemispherical pin and an aluminium block lubricated with SO using aluminium alloy materials, AA5083, was significantly improved.

In this study, a material that breaks down called SO, which is derived from the fractionation of palm olein, was used to use a modified aluminium micro-pit sample that will serve as a lubricant reservoir in pin-on-disc tribotester.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-07-2023-0200/

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 contact and lubrication performances, which were previously estimated assuming a Gaussian surface, are insufficient due to the non-Gaussian surface characteristics of the honing liner. The purpose of this study is to analyze the liner honing surface and examine its effects on the contact and flow performance.

The fast Fourier transform (FFT) method was used to generate the liner honing texture. Subsequently, an elastoplastic contact model based on boundary element theory was constructed and simulated for the honing surface. The results were compared with those obtained using a Gaussian surface. In addition, flow factors of the honing surfaces were also compared.

The contact pressure and flow factors demonstrate significant disparities when dealing with non-Gaussian surfaces. In the deterministic model, the pressure exhibits considerably diminished magnitudes and a more evenly distribution. Moreover, when the gap between surfaces is narrow, the discrepancy in flow factor across different directions on the real honing surface becomes more prominent compared with the Gaussian surface.

The model incorporates the influence of the non-Gaussian honing surface, thereby enabling more accurate prediction.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-07-2023-0198/

For a lightweight and accurate description of bearing temperature, this paper aims to present an efficient semi-empirical model with oil–air two-phase flow and gray-box model.

First, the role of lubricant/coolant in bearing temperature was discussed separately, and the gray-box models on the heat convection inside a bearing cavity were also created. Next, the bearing node setting scheme was optimized. Consequently, a novel semi-empirical two-phase flow thermal grid for high-speed angular contact ball bearings was planned. With this model, the thermal network for the selected motored spindle was built, and the numerical solutions for bearing temperature rise were obtained and contrasted with the experimental values for validation. The polynomial interpolation on test data, meanwhile, was also performed to help us observe the temperature change trend. Finally, the simulations based on the current models of bearings were implemented, whose corresponding results were also compared with our research work.

The validation result indicates that the thermal prediction is more accurate and efficient when the developed semi-empirical oil–air two-phase flow model is employed to assess the thermal change of bearings. Clearly, we provide a more proper model for the thermal assessment of bearing and even spindle heating.

To the best of the authors’ knowledge, this paper introduced the oil–air separation and gray-box model for the first time to describe the heat exchange inside bearing cavities and accordingly presents an efficient semi-empirical oil–air two-phase flow model to evaluate the bearing temperature variation by using thermal network method.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-06-2023-0180/

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.