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To form and develop a new mode of mixed elastohydrodynamic lubrication (mixed EHL) which is more realistic and of more application values to a practical elastohydrodynamic contact on gears, cams and roller bearings than the previous and current existing mixed EHL models.

The representative theoretical and experimental studies on elastohydrodynamic lubrication (EHL) and mixed EHL carried out in the previous and recent time, including those of the author, are reviewed. The obtained results on EHL and mixed EHL in those studies and the viewpoints on the mode of mixed EHL based on those results developed in those studies are compared and evaluated. Strong proves are formed on the new mode of mixed EHL proposed in the present paper based on these comparisons and evaluations.

Strong viewpoints are formed on the mode of the occurrence of dry contact in EHL in a practical concentrated contact. A new mode of mixed EHL is proposed by incorporating this mode of the occurrence of dry contact in EHL. Also, comments and evaluations on the previous researches on mixed EHL are made.

A very useful material for the engineers who are engaged in the design of EHL on gears, cams and roller bearings, and for the tribology scientists who thrust efforts in studying EHL and mixed EHL both by theoretical modeling and by experiments.

A new mode of mixed EHL is originally proposed by incorporating the finding of a more realistic mode of the occurrence of dry contact in EHL. This new mode of mixed EHL should become the direction of the theoretical research of mixed EHL in the future time. It provides a clearer way to this research.

To make a derivation of the load‐carrying capacity of elastohydrodynamic lubrication for special operating conditions, i.e. extremely heavy loads or extremely low rolling speeds based on the Newtonian fluid model by taking the Grubin‐type EHL inlet zone analysis, justify the load‐carrying capacity of elastohydrodynamic lubrication film in these operating conditions, and propose future trends of the research in EHL and mixed EHL based on the obtained results in the present paper.

A Grubin‐type EHL inlet zone analysis is carried out for the isothermal EHL of line contacts in special operating conditions, i.e. extremely heavy loads or extremely low rolling speeds based on the Newtonian fluid model. Comparison is made between the central EHL film thickness in line contacts, respectively, predicted by conventional EHL theories and accurately predicted from the present analysis for these operating conditions. An interpretation is made for the EHL film thickness in these operating conditions by taking the approach of the transportation and flow of the fluid through elastohydrodynamic contact when the EHL film is, respectively, thick and molecularly thin in the Hertzian zone. Conclusions are drawn on the load‐carrying capacity of EHL, EHL contact regimes and mixed EHL regimes in these operating conditions.

The present EHL inlet zone analysis shows that the EHL film thickness in the Hertzian zone is on the nanometer scale and the lubricant is non‐continuum across the film thickness in the Hertzian zone at relatively heavy loads in line contact EHL when the dimensionless rolling speed is lower than the dimensionless characteristic rolling speed U_ch=0.0372W^1.50/G. In this case, the central EHL film thickness in line contact EHL predicted by the conventional EHL theory may be several orders of magnitudes higher than that accurately predicted. This difference may be greater for heavier loads.The present results for line contact EHL based on the Newtonian fluid model show that in line contact EHL, for relatively heavy loads and the dimensionless rolling speed lower than the dimensionless characteristic rolling speed U_ch=0.0372W^1.50/G, the EHL analysis needs to further incorporate the lubricant non‐continuum effect across the film thickness in part of the lubricated area to investigate the EHL film thickness and the EHL film pressure in the contact in this very low film thickness condition; only the results based on such an analysis are believable for the EHL stage where the lubricant film thickness in the Hertzian zone approaches to zero and then vanishes; the results for EHL based on the Newtonian fluid model is unable to conclude that the EHL film thickness in the Hertzian zone is zero and dry contact occurs between the contact surfaces in EHL in any operating condition for ignoring the lubricant non‐continuum regime governing the EHL stage preceding the occurrence of the zero lubricant film thickness in EHL.

A very useful source of information for academic scientists, engineers and tribologists who are engaged in the study and application of the theory of elastohydrodynamic lubrication.

A derivation is first carried out for the isothermal EHL of line contacts in extremely heavy loads or extremely low rolling speeds by taking the Grubin‐type EHL inlet zone analysis by the present paper. Results and conclusions on the load‐carrying capacity of EHL in these operating conditions are first strict and thus convincing. These results are also original in clarifying the future trends of the researches in EHL and mixed EHL.

The purpose of this study is to investigate the tribological performance of helical gear pairs with consideration of the properties of non-Newtonian lubricant and the real three-dimensional (3D) topography of tooth flanks.

Based on the mixed elastohydrodynamic lubrication (EHL) theory for infinite line contact, this paper proposes a complete model for involute helical gear pairs considering the real 3D topography of tooth flanks and the properties of non-Newtonian lubricant. Film thickness, contact load and contact area ratios at the mid-point of contact line are studied for each angular displacement of pinion. Both the total friction coefficient and surface flash temperature are calculated after obtaining the values of pressure and subsurface stress. Then, the influences of input parameters including rotational speed and power are investigated.

During the meshing process, contact load ratio and area ratio of the two rough surface cases first increase and then decrease; the maximum flash temperature rise (MFTR) on the gear is lower than that on the pinion first, but later the situation converses. For cylindrical gears, on the plane of action, there is a point or a line where the instantaneous friction reduces to a minimum value in a sudden, as the sliding–rolling ratio becomes zero. When rotational speed increases, film thickness becomes larger, and meanwhile, contact load ratio, coefficient of friction and MFTR gradually reduce.

A comprehensive analysis is conducted and a computer program is developed for meshing geometry, kinematics, tooth contact, mixed EHL characteristics, friction, FTR and subsurface stress of involute helical gear pairs. Besides, a numerical simulation model is developed, which can be used to analyze mixed lubrication with 3D machined roughness under a wide range of operating conditions.

The main purpose of this paper is to present the effort on developing a mixed elastohydrodynamic lubrication (EHL) model to study the tribological effect of asperities on rough surface.

The model, with the use of the average flow Reynolds equation and the K-E elasto-plastic contact model, allows predictions of hydrodynamic pressure and contact pressure on the virtual rough surface, respectively. Then, the substrate elastic deformation is calculated by discrete convolution fast-Fourier transform (DC-FFT) method to modify the film thickness recursively. Afterwards, corresponding ball-on-disk tests are conducted and the validity of the model demonstrated. Moreover, the effects of asperity features, such as roughness, curvature radius and asperity pattern factor, on the tribological properties of EHL, are also discussed though plotting corresponding Stribeck curves and film thickness shapes.

It is demonstrated that the current model predicts very close data compared with corresponding experimental results. And it has the advantage of high accuracy comparing with other typical models. Furthermore, smaller roughness, bigger asperity radius and transverse rough surface pattern are found to have lower friction coefficients in mixed EHL models.

This paper contributes toward developing a mixed EHL model to investigate the effect of surface roughness, which may be helpful to better understand partial EHL.

This paper aims to present a numerical model to investigate the mixed lubrication performances of journal-thrust coupled bearings (or coupled bearings).

The coupled hydrodynamic effect (or coupled effect) between the journal and the thrust bearing is considered by ensuring the continuity of the hydrodynamic pressure and the flow field at the common boundary. The mixed lubrication performances of the coupled bearing are comparatively studied for the cases of considering and not considering coupled effect.

The simulated results show that the hydrodynamic pressure distributions for both the journal and thrust bearing are modified due to the coupled effect. The decreased load capacity of the journal bearing and the increased load capacity of the thrust bearing can be observed when the coupled effect is considered. And the coupled effect can facilitate in reducing the asperity contact load for both the journal and thrust bearing. Additionally, the interaction between the mixed lubrication behaviors, especially for the friction coefficient, of the journal and the thrust bearing is significant in the elastohydrodynamic lubrication regime, while it becomes weak in the mixed lubrication regime.

The developed model can reveal the mutual effects of the mixed lubrication behavior between the journal and the thrust bearing.

Previous studies were mainly focused on profile designation of bearing rollers and lubrication performance without considering roller-races skidding. However, the width of round corner, load, rotational speed and some other parameters have significant effects on the roller-races sliding speed. This paper aims to investigate the effect of round corner on lubricating characteristics between the heavily loaded roller and inner race considering skidding and roughness.

A mixed elastohydrodynamic lubrication (EHL) model which is capable of handling practical cases with 3D machined roughness is combined with the skidding model to investigate the effect of round corner on lubricating characteristics between the heavily loaded roller and inner race.

The width of round corner and round corner radius have a desirable range under certain operating condition, within which the maximum pressure, stress and maximum flash temperature remain low. The optimized range is sensitive to the operating condition. Roughness and skidding narrow the optimized range of round corner radius. Roughness increases the pressure peak, Mises stress and friction coefficient. At the same time, skidding and roughness have obvious effects on film thickness at the contact center area if the round radius is small.

This paper uses the Harris skidding model that has a relatively bigger error, which is not accurate if the bearing load is less.

This paper unifies the skidding model and mixed EHL model which can be used as a tool for optimization design and lubricating performance analysis of cylindrical roller bearing.

Lubrication analyses for roller bearing are assumed to be pure rolling contact between roller and races in a previous study, which could not reflect the real contact characteristics. The skidding model is merged into a mixed EHL model which can be used as a dynamic tool to analyze the lubricating performance considering the round corner, skidding and roughness.

The purpose of this paper is to develop a good calculation model to accurately predict the lubrication characteristic of main bearings of diesel engine and improve the service life.

Based on the coupling of the whole flexible engine block and the flexible crankshaft reduced by the Component Mode Synthesis (CMS) method, considering mass-conserving boundary conditions, the average flow model equation and Greenwood/Tripp asperity contact theory, an elastohydrodynamic (EHD)-mixed lubrication model of the main bearings for the diesel engine is developed and researched with the finite volume method and the finite element method.

Obviously, the mixed lubrication of bearings is normal, while full hydrodynamic lubrication is transient. The results show that under the whole flexible block model, maximum oil film pressure, maximum asperity contact pressure and radial shell deformation decrease, while minimum oil film thickness increases. Oil flow over edge decreases, and so does friction loss. Therefore, coordination deformation ability of whole engine block is favorable to mean load. In the whole block model, friction contact happens on both upper shell and lower shell positions. In addition, average oil film fill ratio at the key position becomes smaller in the whole engine block model, and consequently increases the chances of cavitations erosion more. So, wearing resistance of both upper and lower shells and anti-cavitations erosion ability must be enhanced simultaneously.

Based on the coupling of the whole flexible engine block and the flexible crankshaft reduced by the CMS method, considering mass-conserving boundary conditions, the average flow model equation and Greenwood/Tripp asperity contact theory, an EHD-mixed lubrication model of the main bearings for the diesel engine is built, which can predict the lubrication of journal bearings more accurately.

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 study is to describe and observe the effect of surface topography associated with arbitrary directions of rolling and sliding velocities on the performance of lubricating films in elliptical contacts.

The most recently published mixed elastohydrodynamic (EHL) model by Pu and Zhu is used. Three different machined rough surfaces are discussed and the correlated inclined angle of surface velocity varies from 0° to 90° in the analyzed cases. These cases are carried out in a wide range of speeds (five orders of magnitude) while the simulated lubrication condition covers full-film and mixed EHL down to the boundary lubrication.

The results indicate that the variation of the average film thickness corresponding to different entrainment angles is distinct from those without considering surface roughness. In addition, the surface topography appears to have an immense effect on the lubrication film thickness in the exceptive situation.

This paper has not been published previously. Surface roughness has attracted much attention for many years owing to the significant influence on lubricating property. However, previous studies mainly focus on the counterformal contact with the same direction between surface velocity and principal axis of the contact zone. Little attention has been paid to the specific condition with the arbitrary direction of rolling and sliding velocities found in hypoid gears and worm, and some other components. The purpose of this study is to describe and observe the effect of surface topography associated with arbitrary directions of rolling and sliding velocities on the performance of lubricating films in elliptical contacts based on the most recently published mixed EHL model by Pu and Zhu.

This paper aims to present the mixed elastohydrodynamic lubrication (EHL) model and obtain the leakage characteristics for the skeleton reciprocating oil seal.

The model consists of a finite element analysis of the contact pressure, a fluid mechanics analysis of the fluid film, a contact analysis of the asperity contact pressure, a deformation analysis of the seal lip and an iterative numerical simulation process.

Simulation results show that the leakage is in direct proportion to the seal roughness and speed, and in inverse proportion to the fluid viscosity. Comparisons with the experimental results verify the validity of the mixed EHL model.

This study provides a helpful method to calculate the leakage of the skeleton reciprocating oil seal, which shortens its development cycles.