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Power loss is an important index to evaluate the transmission performance of a gear pair. In some cases, the starved lubrication exists on the gear contact interface. The purpose of this paper is to reveal the mechanical power loss of a helical gear pair under starved lubrication.

A starved thermal-elastohydrodynamic lubrication (EHL) model is proposed to evaluate the tribological properties of a helical gear pair. The numerical result has been validated against the published simulation data. Based on the proposed model, the influence of thermal effect, working conditions, inlet oil-supply layer and surface roughness on the mechanical power loss and lubrication performance has been discussed.

Results show that the thermal effect has a significant effect on the tribological properties of helical gear pair, especially on mechanical power loss. For a specified working condition, there is an optimal oil supply for gear lubrication to obtain the state of full film lubrication. Meanwhile, it reveals that the mechanical power loss increases with the increase of the surface roughness amplitude.

In this paper, a starved thermal-EHL model has been developed for the helical gear pair based on the finite line contact theory. This model can be used to analyze the tribological properties of gear pair from full film lubrication to mixed lubrication. The results can provide the tribological guidance for design of a helical gear pair.

This paper aims to improve the grease thermal elastohydrodynamic lubrication (TEHL) properties of the tripod sliding universal coupling (TSUC) under automotive practical conditions. For this purpose, the effect of effective radius was theoretically investigated.

Based on the simplified geometric model, the effect of effective radius on the pressure distribution, film thickness and temperature distribution of the TSUC was theoretically investigated using the multigrid and stepping methods. The TEHL properties were compared with the results obtained using the isothermal calculation method.

The results show that the thermal effect has a great impact on the film thickness and the pressure distribution of grease lubrication properties. Moreover, larger effective radius results in a wider but lower pressure distribution, a wider and thicker lubricating film and a lower temperature distribution.

The TSUC can be widely used in the front drive automotive transmission because it can transmit larger torque than before. The effect of effective radius on the thermal grease lubrication properties under automotive practical conditions provides a new direction for designing it.

This paper aims to study the influence of three-column groove shell radius, ball radius, lubricating oil viscosity and elastic modulus on the thermal elastohydrodynamic lubrication (TEHL) characteristics and optimisation of the ball-type tripod universal joint.

The point contact TEHL model of the joint was developed, and the multi-grid method was used to solve it. The influence of three-column groove shell radius, ball radius, lubricating oil viscosity and elastic modulus on the lubrication characteristics was analysed. Further, the optimisation of the joint TEHL performance was carried out by the Kriging approximation model combined with the multi-objective particle swarm optimisation (MOPSO) algorithm.

The research results show that increasing groove shell radius and ball radius can effectively increase the oil film thickness, and decrease the oil film pressure, as well as the temperature rise. Decreasing elastic modulus can reduce the oil film temperature rise and pressure, and increasing viscosity can effectively increase the oil film thickness. The optimised minimum oil film thickness increases by 33.23% and the optimised maximum oil film pressure and maximum temperature rise decrease by 11.92% and 28.87%, respectively. Furthermore, the relative error of each response output is less than 10%.

This study applies TEHL theory to the tribological research of the ball-type tripod universal joint, and the joint’s lubrication performance is improved greatly by the Kriging model and MOPSO algorithm, which provides an effective measure to raise the joint’s working efficiency.

This paper aims to investigate the lubrication performance of cam/tappet contact during start up. Especially, the thermal insulation effects of coating on the lubrication performance during cold start up process and warm start up process are studied.

A numerical model for the analysis of thermal elastohydrodynamic lubrication of coated cam/tappet contact is presented. In this model, the Reynolds equation and the energy equations are discretized by the finite difference method and solved jointly.

During start up, the contact force at cam nose-to-tappet contact decreases with increasing time, while the absolute entrainment velocity has the upward trend. The minimum film thickness, maximum average temperature and friction power loss increase with increasing time, while the coefficient of friction decreases during start up. Because of the thermal insulation effect, the coating can significantly increase the degree of temperature rise. Compared with the uncoated case, the coated cam/tappet results in a lower friction power loss. Generally, the friction power loss in the cold start up process is much higher than that in the warm start up process.

By this study, the lubrication performance and the kinematics and the dynamics of the cam/tappet during start up process are investigated. Meanwhile, the thermal insulation effect of coating is also illustrated. The difference of lubrication performance between cold start up process and warm start up process is analyzed. The results and thermal elastohydrodynamic lubrication method presented in this study can be a guidance in the design of the coated cam/tappet.

This paper aims to reveal the influence of the grooved texture parameters on the lubrication performance of circular pocket-roller pairs in cylindrical roller bearings.

In this paper, the thermal elastohydrodynamic lubrication mathematical model of the grooved texture circular pocket-roller pair was established, the finite difference method and successive over-relaxation method were used to solve the model, the influence of texture quantity, texture depth and texture area ratio on circumferential bearing capacity, friction coefficient, maximum temperature rise, stiffness and damping of the circular pocket-roller pairs were analyzed.

The results show that texture quantity, texture depth and texture area ratio significantly influence the static and dynamic characteristics of circular pocket-roller pairs. The suitable surface groove texture parameters can dramatically improve the circumferential bearing capacity, reduce the friction coefficient, inhibit the maximum temperature rise and increase the stiffness and damping of the circular pocket-roller pairs.

The research in this paper can provide a theoretical basis for the optimization design of pockets in cylindrical roller bearings to reduce friction and vibration.

The purpose of this paper was to construct lubrication model closer to the fact of thrust bearings and to calculate the bearings characteristics of lubrication for understanding how structures influence bearings performances and, importantly, what can be the most beneficial. Large-scale composite thrust bearings with Polytetrafluoroethylene (PTFE)-faced sector pad backed by steel base are used increasingly in equipment. But there are plenty of puzzled problems in design and application.

The authors established a 3D thermal elastohydrodynamic lubrication (TEHL) model. Oil film was formulated by Reynolds equation for pressure, and by energy equation for temperature varying through oil film thickness. Meanwhile, pad temperature was formulated by solid heat transfer equation. Elastic and thermal deformations of pad surface were calculated. Viscosity and density of oil were valued separately under different pressure and temperature. Load balance was considered as well as overturning moment balance. Finite difference method was applied to discrete these equations.

PTFE layer and steel base have either helpful or detrimental impact on contact strength and full film lubrication of thrust bearing depending on their relationship in thickness. Temperature lag between middle layer of steel base and pad surface depends on PTFE layer, but not on the steel base. PTFE layer thickness should be considered when alarming threshold value of the bearings temperature is chosen.

Three-dimensional TEHL model of large-scale composite thrust bearings was established, which included more factors close to the actual. Conclusions were drawn. These proposals are helpful to design the bearings.

Vibration exists widely in all machineries working under high speed. The unpredictability of vibration and the change of the relative surface speed may result in difficulties in the elastohydrodynamic lubrication (EHL) analysis. By far, few studies on EHL relating to vibration have been published. The purpose of the present study is to investigate the effect of the vertical vibrations and the influence of temperature on the thermal EHL contacts.

The lubricant was assumed to be Newtonian fluid. The time-dependent numerical solutions were achieved instant after instant in each period of the vibration. At each instant, the pressure field was solved with a multi-level technique, the surface deformation was solved with a multi-level multi-integration method and the temperature filed was solved with a finite different scheme through a sweeping progress. The periodic error was checked at each end of the vibration period until the responses of pressure, film thickness and temperature were all periodic functions with the frequency of the roller’s vibrations.

The results reveal that normal vibration produces little drastic change of pressure, film thickness and temperature in EHL. Under some conditions, the vibrations of the roller can produce transient dimples within the contact conjunction. It is also showed that the lubrication in the same sliding is better than the opposite sliding.

For the unpredictability of vibration, it is not easy to do the experiment to realize a real comparison with numerical results. The reach does not show any verification and consider the effect of non-Newtonian fluid.

The effect of the vertical vibrations on the thermal EHL point contact hast been studied. The effects of both the amplitude and the frequency on the predicted load-carrying capacity, minimum film thickness, center pressure and center temperature and the coefficient of friction were investigated. The role of the thermal effect was given.

THE first part of Professor Duncan Dowson's paper (March/April issue) dwelt on late 19th century development of machinery outstripping the performance of available lubricants. Contemporary lubricant research, and personalities involved, where described, leading to the concept of fluid‐film lubrication, documented by Professor Osborne Reynolds' paper read to the Royal Society in 1886.

The purpose of this study is to investigate the thermal elastohydrodynamic lubrication (TEHL) analysis of a deep groove ball bearing.

The TEHL model for the groove ball is first established, into which the elastic deformation is incorporated. In doing so, the elastic deformation is solved with the fast Fourier transform (FFT). And the bearing temperature rise is solved by the point heat source integration method. Then, effects of the applied load, relative velocity and the slide-roll ratio on the TEHL of the bearing are analyzed.

There exist the large pressure peaks at two edges of the raceway along its width direction and the increment in the relative velocity between the roller and the raceway, or one in the slide-roll ratio arguments the temperature rise.

This study conducts a detailed discussion of the TEHL analysis of deep groove ball bearing and gives a beneficial reference to the design and application of this kind of bearings.

This paper aims to address the influence of diamond-like carbon (DLC) coatings on the frictional power loss of spur gears. It shows potentials for friction and bulk temperature reduction in industrial use. From a scientific point of view, the thermal insulation effect on fluid friction is addressed, which lowers viscosity in the gear contact due to increasing contact temperature.

Thermal insulation effect is analyzed in detail by means of the heat balance and micro thermal network of thermal elastohydrodynamic lubrication contacts. Preliminary results at a twin-disk test rig are summarized to categorize friction and bulk temperature reduction by DLC coatings. Based on experiments at a gear efficiency test rig, the frictional power losses and bulk temperatures of DLC-coated gears are investigated, whereby load, speed, oil temperature and coatings are varied.

Experimental investigations at the gear efficiency test rig showed friction and bulk temperature reduction for all operating conditions of DLC-coated gears compared to uncoated gears. This effect was most pronounced for high load and high speed. A reduction of the mean gear coefficient of friction on average 25% and maximum 55% was found. A maximum reduction of bulk temperature of 15% was observed.

DLC-coated gears show a high potential for reducing friction and improving load-carrying capacity. However, the industrial implementation is restrained by the limited durability of coatings on gear flanks. Therefore, a further and overall consideration of key durability factors such as substrate material, pretreatment, coating parameters and gear geometry is necessary.

Thermal insulation effect of DLC coatings was shown by theoretical analyses and experimental investigations at model test rigs. Although trial tests on gears were conducted in literature, this study proves the friction reduction by DLC-coated gears for the first time systematically in terms of various operating conditions and coatings.

The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-07-2020-0257/