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The purpose of this paper is to propose a wheel/rail mixed lubrication model to study the water lubrication behavior of wheel/rail contact interface.

The numerical simulation method is applied in this paper. A deterministic mixed lubrication model considering surface roughness and transient state is established. The quasi-system numerical and finite difference method are used for numerical solution. The model is verified by comparing with the experimental data in the literature under the same conditions.

Under wet conditions, the change of train speed will change the lubrication state of the wheel/rail contact interface. With an increasing speed, the average film thickness and the film thickness ratio increase, while the adhesion coefficient, the contact load ratio and the contact area ratio decrease. When the creep ratio increases from 0% to 0.5%, the wheel/rail adhesion coefficient and subsurface stress increase sharply. With the increase of axle load, the average film thickness decreases and the adhesion coefficient increases.

This paper aims to improve the mixed lubrication theory by analyzing the characteristics of wheel/rail friction and lubrication, so as to provide some guidance and theory for train driving behavior.

Using the deterministic model, the lubrication state of the wheel/rail contact interface affected by various external factors and the adhesion behavior of wheel/rail progressive process from boundary lubrication to mixed lubrication are studied.

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.

The purpose of this paper is to put forward the lubrication model of oil bearing and enrich the design theory under the condition of mixed lubrication.

A mixed lubrication model of bilayer porous bearing is established. The effects of the working conditions on the lubrication performance and seepage behavior were analyzed.

Results show that the oil film pressure mainly occurs in the bearing convergence zone and contact pressure mainly occurs near the minimum film thickness. The oil infiltrates into the porous matrix in the contact area and precipitates out to the friction surface at the inlet of the contact area. The oil seepage velocity and dynamic pressure effect at the friction interface can be improved by reasonably matching the load and speed. With the decrease of the external load or increase of the rotating speed, the lubrication performance becomes well.

This study provides a reference for the design and application of oil bearing under harsh working conditions.

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/

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.

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.

The purpose of this paper is to study the influence of friction coefficient of materials with different elastic modulus on the variation of velocity and load under water lubrication and oil lubrication conditions.

Low-viscosity lubricating oil and water were used as lubricants to test the friction performance of the ball-disc contact friction pair in the lubrication state on the universal micro-tribometer multi-functional friction and wear test system.

In the same speed range, the lubrication states from soft to rigid materials are not necessarily similar to each other. Generally, the material with low elastic modulus is suitable in low-viscosity lubricant environments, while the material with high elastic modulus has relatively smaller friction coefficients in oil-lubricated environments compared with water lubrication. However, the coefficients of polyethylene, polytetrafluoroethylen and polyoxymethylene are exceeded by rubber’s coefficients under water lubrication in the same experiment environments, and their lubrication states are not affected by lubricants. The friction coefficient of the friction pair decreases with the increase of loads; however, it does not apply to all materials. The friction coefficients of materials with smaller elastic modulus such as rubber under high loads are rather large. Therefore, the elastic modulus of the material under high loads is a factor to be considered.

The Stribeck curves study of the ball-disk contact friction pair comprising soft and rigid materials, whose elastic modulus is from hundreds of GPa to a few of MPa, was carried out. The influence of different speeds, loads and lubricants on the friction coefficient of the friction pair was revealed, which provided a research basis for the selection and matching of friction pair materials.

The serious friction caused by the fluctuation of friction occurs when start-up and will reduce the positioning accuracy of the servo axes of high precision machine tools, the purpose of this paper is to study the friction fluctuation characteristics of friction coefficients between interfaces under different working conditions.

HT200 and 45# materials were experimentally studied by friction and wear testing machine UMT-3, the variation of friction coefficient under different working conditions (different start-up conditions, the variation of lubrication state area and different roughness) were measured.

The results show that the larger start-up acceleration shortens the pre-sliding time of the interface friction, makes the friction coefficient decrease faster, reduces the mixed lubrication area of the contact surface and makes the contact surface reach the stable lubrication state quickly. It can be concluded that the larger roughness surface will lead to the larger mixed lubrication area, the larger static friction coefficient and the larger drop between static and dynamic friction coefficient and easy to cause friction vibration.

The results reveal the friction fluctuation rule of the metal interface during the different start-up process, which is of guiding significance to reveal the lubrication principle and mechanism of the mechanical interface.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-11-2019-0482/

The edge of diesel engine crankshaft main bearing is more likely to fail in its real working condition. This paper aims to study the bearing failure mechanism by finding the relationship between bearing lubrication characteristics and its working condition.

This work builds the mixed lubrication model of crankshaft bearing to analyze the cause of bearing abnormal wear, and the finite difference method was used to solving the average Reynolds equation. During the analysis, journal misaligned angle, external load and roughness are considered.

The result shows that the wear of the diesel engine crankshaft bearing happens in engine startup phase and the bottom of the bearing are more prone to be excessively worn. Under the influence of journal misalignment, bearing asperity contact load and speed range of mixed lubrication will increase markedly. The edge of the bearing will be excessively worn. The effect of misalignment on bearing lubrication performance varies under different shaft rotation speed.

The former research studies on crankshaft bearing either just focused on its lubrication characteristics or interested in its failure types (wear, adhere, cavitation). This paper studies the relationship between bearing failure mechanism and lubrication performance.

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.