Zeitschriftenartikel zum Thema „TEHL - Thermal-Elastohydrodynamic lubrication“

Purpose 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. Design/methodology/approach 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. Findings 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%. Originality/value 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.

Purpose 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. Design/methodology/approach 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. Findings 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. Originality/value 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.

The complexity of thermal elastohydrodynamic lubrication (TEHL) problems has led to a variety of specialised numerical approaches ranging from finite difference based direct and inverse iterative methods such as Multilevel Multi-Integration solvers, via differential deflection methods, to finite element based full-system approaches. Hence, not only knowledge of the physical and technical relationships but also knowledge of the numerical procedures and solvers is necessary to perform TEHL simulations. Considering the state of the art of multiphysics software, the authors note the absence of a commercial software package for solving TEHL problems embedded in larger multiphysics software. By providing guidelines on how to implement a TEHL simulation model in commercial multiphysics software, the authors want to stimulate the research in computational tribology, so that, hopefully, the research focus can be shifted even more on physical modelling instead of numerical modelling. Validations, as well as result examples of the suggested TEHL model by means of simulated coefficients of friction, coated surfaces, and nonsmooth surfaces, highlight the flexibility and simplicity of the presented approach.

This paper presents a numerical study on the fatigue life for the non-Newtonian mixed thermal elastohydrodynamic lubrication (TEHL) of elliptical contacts with spinning. Sinusoidal surface is used to consider the effect of surface roughness, and the influences of spinning on the mixed TEHL characteristics and fatigue life are investigated. The results show that the temperature, friction coefficient and power loss increase monotonously with the increase of spinning. The spinning motion with moderate velocity is beneficial for improve the lubrication characteristics and fatigue life. However, the fatigue life can be reduced significantly by spinning under severe mixed lubrication conditions. The effects of spinning become weak or even negligible in the full-film lubrication state.

A non-Newtonian thermal elastohydrodynamic lubrication (TEHL) model for the elliptic contact is established, into which the inertia forces of the lubricant is incorporated. In doing so, the film pressure and film temperature are solved using the associated equations. Meanwhile, the elastic deformation is calculated with the discrete convolution and fast Fourier transform (DC-FFT) method. A film thickness experiment is conducted to validate the TEHL model considering the inertia forces. Further, effects of the inertia forces on the TEHL performances are studied at different operation conditions. The results show that when the inertia forces are considered, the central and minimum film thicknesses increase and film temperature near the inlet increases obviously. Moreover, the inertial solution of the central film thickness is closer to the experimental result compared with its inertialess value.

To predict the temperature distribution of the tooth surface of a herringbone gear pair, a numerical method for the determination of frictional heat generation was proposed by establishing a thermal elastohydrodynamic lubrication (TEHL) model in the meshing zone taking surface roughness into account. According to the real micro topography of the tooth surface measured by a non-contact optical system and loaded tooth contact analysis, the friction coefficient was obtained by a TEHL analysis and then the heat generation in the contact zone was determined. With the combination of heat generation and heat dissipation analysis, the single tooth model of the herringbone gear pair due to the finite element method (FEM) was proposed and the steady-state temperature distribution of the tooth surfaces was predicted by FEM simulations. The simulation and the experimental results demonstrated good agreement, which verified the feasibility of the present numerical method.

Abstract To grasp thermal elastohydrodynamic lubrication (TEHL) characteristics of the conjugating tooth-pairs of inclined double-roller enveloping hourglass worm drive in transmission process. The numerical solutions of line contact thermal EHL were obtained based on meshing theory of this worm drive and the theory of EHL. The TEHL line contact numerical solution of this worm drive is solved by using the multigrid method, and the TEHL film pressure and thickness are got at the same time. The effects of roller radius, offset distance, orifice coefficient and inclined angler on the TEHL characteristics and temperature rise are analysed and compared. The results show that with the increase of roller radius, offset distance and inclined angler, the secondary pressure peak decreases and moves to the outlet region, and the oil film thickness decreases accordingly, with increase in orifice coefficient the second pressure peak rises and move toward the inlet, the film thickness increases. The maximum temperature rises of film, worm and worm gear contact surface reduce as the roller radius, orifice coefficient and inclined angler increase, rose as the offset distance increases. It can reduce temperature rise and improve the oil film thickness thought the optimization calculation in the design.

Purpose This paper aims to provide thermal elastohydrodynamic lubrication (TEHL) contact model to study all balls’ lubrication performance of the ball screw when the multidirectional load is applied. Design/methodology/approach A new TEHL contact model combining the multidirectional load and the roughness surface texture is established to describe fatigue life of the ball screw. Meanwhile, the authors use the Reynolds equation to study the lubrication performance of the ball screw. Findings When the multidirectional load is applied, contact load, slide-roll ratio and entrainment velocity of all balls have a periodic shape. The TEHL performance values at the ball-screw contact points including contact stress, shear stress, minimum film thickness and temperature rise are higher than that at the ball-nut contact points. The TEHL performance values increase with the increase of root mean square (RMS) except for the film thickness. In addition, the radial load of the ball screw has a significant effect on the fatigue life. Originality/value The results of the studies demonstrate the new TEHL contact model that provides the instructive significance to analyze the fatigue life of the ball screw under the multidirectional load. Peer review The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-03-2020-0097/

Experimental results of steady dimples measured in elliptical glass-steel contact under pure sliding conditions are presented. It is found that two dimples connected with a shallower furrow are generated, each near an end of the major radius of the contact ellipse. The complete solution of the corresponding thermal elastohydrodynamic lubrication (TEHL) problem is calculated numerically. Good agreement is obtained between the experimental and theoretical results. This agreement can be explained by the temperature-viscosity wedge mechanism. Correctness of this mechanism is demonstrated using additional experiments with ceramic balls in contact with glass and sapphire disks.

Purpose – 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. Design/methodology/approach – 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. Findings – 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. Originality/value – 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.

Complete numerical solutions are obtained for the steady-state line contact thermal elastohydrodynamic lubrication (TEHL) problems. The contact surfaces are arranged to run in opposite directions. The slide-roll ratios are allowed to be as high as infinity. The new theory reveals that the characteristics of the high slide-roll contacts are significantly different from those of the low slide-roll contacts. The unusual zero-entrainment films discovered by Dyson and Wilson and the abnormal surface-dimple phenomena observed by Kaneta et al. are explained.

Surface contact fatigue is the main failure mode in many mechanical components, such as gears, bearings, and cam-followers. A fatigue life prediction model is proposed for finite line contact under starved thermal elastohydrodynamic lubrication (TEHL) condition in this paper. Then, the effects of inlet oil-supply thickness, slide-to-roll ratio (SRR), and operating conditions on the lubrication performance and fatigue life are investigated. The results show that the lubrication characteristics and fatigue life of finite line contact are obviously different from those of fully flooded situation by introducing the starved lubrication condition. For example, the severe starved conditions lead to a significant increase in friction coefficient and decreased fatigue life. The variation of SRR has an important influence on the fatigue life. With the increase of SRR, the fatigue life decreases firstly and then increases. The stress concentration occurs near the surface when speed is low. In addition, under the low-speed situation, rotation speed variation has little effect on the fatigue life.

A full numerical analysis is carried out to simulate the thermal elastohydrodynamic lubrication (TEHL) of an eccentric-tappet pair. Comparisons between thermal and isothermal results are given to reveal the role of the thermal effect. Under various eccentricities, the influences of two surfaces moving in opposite directions on pressure and film thickness profiles are analyzed and explained by the mechanism of the temperature-viscosity wedge. Pressure and film thickness profiles, the temperature and velocity distributions at zero entraining velocity are discussed fully. Particular analyses are given on the entrapped immobile surface layers that influence the velocity distribution at zero entraining velocity. Furthermore, in a working cycle, variations of central and minimum film thicknesses and frictional coefficients, under different eccentricities, are discussed.

The characteristics of the infinitely wide tilting pad bearings operating under thermal elastohydrodynamic lubrication (TEHL) condition were investigated theoretically. The power-law rheological model was chosen to describe the non-Newtonian flow of the lubricant. An iterative procedure was developed to determine the shear stresses as well as the equivalent viscosity within the oil film. The analysis considers, simultaneously or individually, the following affecting factors: generation and transfer of heat, elastic and thermo-elastic deformations of bearing components due to pressure and temperature, and the inlet pressure build-up. The results were presented and discussed in terms of the applicable non-dimensional parameters.

Theoretical analysis and optical interferometry experiments are performed to investigate the dimple phenomena in thermal elastohydrodynamic lubrication (TEHL) of elliptical contacts under pure sliding conditions. The lubricant entrainment is along the major and minor axes of the Hertzian contact ellipse or at some intermediate angle. Good agreement is achieved between theoretical and experimental results and the surface dimple phenomena occurring in glass-steel conjunctions are explained by the temperature-viscosity wedge mechanism. The influence of the angle between the minor axis and the entrainment vector on the position and shape of the dimple, the central and minimum film thickness, the temperature distribution and the frictional coefficient is discussed.

In this work, a modified numerical algorithm that couples the quasi-static theory with the mixed thermal elastohydrodynamic lubrication (mixed-TEHL) model is proposed to examine the mechanical properties and lubrication performance of the spindle bearing that is used in a high-speed machine tool with spinning. The non-Newtonian fluid characteristics of the lubricant and the non-Gaussian surface roughness are also considered. Moreover, the mechanical properties and lubrication state of the bearing are examined in various service environments. The results indicate that the temperature reduces the lubrication efficiency, which in turn exerts a significant impact on the mechanical properties. The lubrication that either behaves in the manner of Newtonian or non-Newtonian fluid has a relatively negligible influence on the bearing working state, while the non-Gaussian surface roughness significantly alters the oil film thickness and temperature. Calculations with different operating conditions demonstrate that the operating parameters (i.e., axial load, rotation speed) will directly affect the performance of the bearings via the changes in the oil film thickness and the temperature.

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/>This paper presents the results of a analysis of rough thermo-elastohydrodynamic lubrication (TEHL) of line contact with non-Newtonian lubricant blended with Al2O3nanoparticles and MoS2 microparticles. The simultaneous systems of time independent modified Reynolds equation, elasticity equation, load carrying with micro particle equation and energy equation were solved numerically using multigrid multilevel with full approximation technique. In this study, the effect of Al2O3nanoparticle and MoS2microparticle additives and surface roughness were implemented to obtain film thickness, film pressure, film temperature, friction coefficient and load carrying with microparticle in the contact region. The simulation results showed that the maximum film temperature and friction coefficient increase slightly but the minimum film thickness decreases slightly with an increase in Al2O3nanoparticle concentration due to thermal enhancement of nanofluid. For increasing of microparticle concentration, the minimum film thickness and friction coefficient decrease because the increasing of friction heating of MoS2microparticle.

A mixed-TEHD (thermal elastohydrodynamic) model was developed for journal bearings working at large eccentricity ratios in order to facilitate a better understanding of mixed-lubrication phenomena for conformal-contact elements. The model consists of a mixed-lubrication process that considers the roughness effect and asperity contact, a thermal process for temperature analyses, and a thermal-elastic process for deformation calculations. In this model, the interactive journal, lubricant, and bearing were treated as an integrated system. Finite-element, finite-difference, and influence-function methods were utilized in the numerical process. The overall solution was achieved by the iteration method. Analyses of a simulated bearing-lubricant-journal system working under mixed-lubrication conditions were conducted, and the influence of the changes of lubricant flows as a result of the asperity contact on the system heat transfer and temperature distributions was numerically investigated.

An inlet zone analysis of TEHD lubrication of heavily loaded line contacts has been done using a computationally efficient and accurate numerical method based on Lobatto quadrature developed by Elrod and Brewe (1986). The results under extremely heavy conditions of dimensionless load W = 5.2*10−4 (pH = 2.0 GPa) and dimensionless rolling velocity U = 2.0*10−10(50 m/s) are presented. Significant reduction in thermal reduction factor (film thickness) at high rolling speeds relative to isothermal conditions have been observed. The results of the present work have been compared with the results of Wilson and Sheu (1983) and Hsu and Lee (1994). A correction formula of the thermal reduction factor for the minimum film thickness has been derived for a range of thermal loading parameters, loads, and slip ratios.

Electric vehicle (EV) transmissions operate at high speeds. High-speed operation puts higher demands on bearings, seals, and gears. Bearings in EV transmissions are prone to electrically induced bearing damage and may exhibit signs of pitting and fluting. Surface-initiated rolling contact fatigue is another common problem gaining increased attention lately. Most EV transmissions require a coupling between an oil-lubricated gearbox to an electrical motor that runs with minimal lubrication at very high rpm. The high mechanical and thermal stresses the seals are exposed to under starved lubrication conditions have a detrimental impact on their service life. Hence, proper lubrication is critical. In general, EV transmission fluids call for a somewhat different spectrum of properties compared to conventional ATFs. Gear tribology simulations open new ways to the design and optimization of lubrication for EV transmissions. Additionally, such simulations can also provide valuable insights into the effects of different oil properties on cooling and lubrication efficiencies, thereby helping in matching the lubricant and hardware characteristics for optimal performance. In the present communication, we demonstrate the effects of different lubricants and surface finishing technologies on the tribology of high-speed gears using tribological tests and advanced thermal elastohydrodynamic (TEHD) simulations. The important roles of lubricity additives and surface finish optimization are highlighted in conjunction with a move towards ultralow viscosity EV transmission fluids.

Contrary to conventional journal bearings, which operate using oil-based substances, water-lubricated bearings (WLBs) utilize water and, thus, constitute a more environmentally responsible solution. The shipping industry, among others, as already been introduced to this technology with a lot of commercial ships using water-lubricated stern tube systems; in other cases, hydropower plants manage to keep up with the strict environmental regulations by implementing the use of WLBs in water turbines. However, there are a lot of challenges when it comes to transitioning from conventional bearings to water-based ones. Such challenges are caused by the low viscosity of water and lead to phenomena of high complexity. Such phenomena are related but not limited to cavitation and turbulent flow due to the interaction between the lubricating water and bearing surface. In this study, a numerical method will be used to simulate the fluid film and bearing geometries in order to perform a thermo-elastohydrodynamic (TEHD) analysis. The dynamic characteristics of the bearing will be calculated and the results will be discussed. The novelty of the study is evident in but not limited to the determination of the elastic deformation of a WLB during operation, as well as the effect of surface roughness, cavitation, and thermal effects on bearing characteristics.

Abstract In order to analyze the dynamic behavior of the oil film in the herringbone gear meshing area under oil injection lubrication conditions more accurately, this paper proposed a thermal elastohydrodynamic lubrication (TEHL) analysis method, by combining the traditional TEHL calculation method with two-phase flow theory. Firstly, ANSYS/CFX 18.1 was used to determine the air content of the lubricating oil in the meshing zone under the injection condition. Then, considering the influence of air content on the rheological properties of lubricating oil, the traditional TEHL model was improved. On this basis, the influence of injection angle a1 on the oil fraction and the lubrication characteristics of the oil film was analyzed. This research can provide a feasible method for the analysis of the lubrication characteristics of herringbone gear.

The transient mixed lubrication behaviors in thermal elastohydrodynamic lubrication (TEHL) contacts during startup and stop are investigated. A transient mixed TEHL model for point contacts under time-varying speed conditions is proposed with comprehensive consideration of surface roughness, thermal effect, and transient behavior. The model is validated by the comparison to available published data. Based on the developed model, significant differences have been found compared with transient EHL and steady TEHL models. In addition, the transient mixed TEHL performance during start–stop with different acceleration rates and surface roughness is investigated. It shows that the lubrication behaviors during start–stop have an irreversible process. The roughness can significantly enhance the transient behavior. The roughness effect has a remarkable impact on lubrication performance in mixed lubrication. The evolution of lubrication behaviors during start–stop is highly related to the acceleration rate and surface topography.

Temperature has a significant effect on the performance of elastohydrodynamic lubrication (EHL), and this topic has been extensively covered in many studies. These studies are focused on how temperature affects lubrication performance, without considering the effect of temperature on the deformation and the subsurface stress of the contact bodies. However, there will be a significant rise in temperature in the contact area under such conditions as high speeds, heavy loads, and high slide-roll ratios. This will generate significant thermal stress inside the solid, thus inhibiting the elastic deformation of the contact surface and impairing the lubrication performance in the contact area. In such cases, it is essential to consider the effects of solid thermal stress and thermal expansion on thermal elastohydrodynamic lubrication (TEHL). In this paper, a TEHL model that consider solid thermal expansion and thermal stress to solve point contact problems is developed. The effects of solid thermal expansion and thermal stress on pressure, film thickness, temperature, and subsurface stress are investigated. The results show that solid thermal expansion partially inhibits the elastic deformation of the contact surface, resulting in a decrease in film thickness and an increase in pressure. It is also found that solid thermal stress causes the subsurface von Mises stress of the upper contact body to increase and that of the lower contact body to decrease.

Lubrication analysis of rolling bearing is often conducted with assumed operating conditions, which does not consider the effect of internal dynamics of rolling bearing. In this paper, the effects of the applied load and bearing rotational speed on the lubrication performance in an angular contact ball bearing are conducted, which combines the bearing dynamic analysis and thermo-elastohydrodynamic lubrication (TEHL) analysis. First, the internal motions and contact forces are obtained from the developed bearing dynamic model, and then were integrated into the TEHL model to investigate the lubrication performance of the bearing. The results show that the rotational speed and external load has significant effects on film thickness, temperature, and power loss; if the improper axial load is applied for certain bearing speed, the lubrication performance will deteriorate and thermal failure may occur; there exists critical load or speed to keep good lubrication performance and avoid thermal failure; the skidding contributes to the thermal failure and bad lubrication performance.

Elastohydrodynamic lubrication (EHL) is a common mode of fluid-film lubrication in which many machine elements operate. Its thermal behavior is an important concern especially for components working under extreme conditions such as high speeds, heavy loads, and surfaces with significant roughness. Previous thermal EHL (TEHL) studies focused only on the cases with smooth surfaces under the full-film lubrication condition. The present study intends to develop a more realistic unified TEHL model for point contact problems that is capable of simulating the entire transition of lubrication status from the full-film and mixed lubrication all the way down to boundary lubrication with real machined roughness. The model consists of the generalized Reynolds equation, elasticity equation, film thickness equation, and those for lubricant rheology in combination with the energy equation for the lubricant film and the surface temperature equations. The solution algorithms based on the improved semi-system approach have demonstrated a good ability to achieve stable solutions with fast convergence under severe operating conditions. Lubricant film thickness variation and temperature rises in the lubricant film and on the surfaces during the entire transition have been investigated. It appears that this model can be used to predict mixed TEHL characteristics in a wide range of operating conditions with or without three-dimensional (3D) surface roughness involved. Therefore, it can be employed as a useful tool in engineering analyses.

This paper investigates coupling strategies for finite element modeling (FEM) of thermal elastohydrodynamic lubrication (TEHL) problems. The TEHL problem involves a strong coupling between several physics: solid mechanics, fluid mechanics, and heat transfer. Customarily, this problem is split into two parts (elastohydrodynamic (EHD) and thermal) and the two problems are solved separately while an iterative procedure is established between their respective solutions. This weak coupling strategy involves a loss of information, as each problem is not made intimately aware of the evolution of the other problem's solution during the resolution procedure. This typically leads to slow convergence rates. The current work offers a full coupling strategy for the TEHL problem, i.e., both the EHD and thermal parts are solved simultaneously in a monolithic system. The system of equations is generated from a finite element discretization of the governing field variables: hydrodynamic pressure, solids elastic deformation, and temperature. The full coupling strategy prevents any loss of information during the resolution procedure leading to very fast convergence rates (solution is attained within a few iterations only). The performance of the full coupling strategy is compared to that of different weak coupling strategies. Out of simplicity, only steady-state line contacts are considered in this work. Nevertheless, the proposed methodology, results, and findings are of a general nature and may be extrapolated to circular or elliptical contacts under steady-state or transient conditions.

Predicting the mixed thermal lubrication performance and fatigue life of point contact components becomes more and more important with the increasing demand for the load capacity of machinery. To achieve this, a deterministic mixed thermal elastohydrodynamic lubrication (TEHL) model in point contacts considering surface roughness is developed in this study. This model is capable of determining the pressure and temperature under different lubrication regimes from mixed to full-film lubrication. Then, the established model is extended to the subsurface stress and fatigue life predictions. Numerical simulations are conducted to analyze the lubrication characteristics and fatigue life for the three-dimensional (3D) sinusoidal surfaces with variable directions. Results show that increasing entraining velocity contributes to the reduction of pressure fluctuation and prolongation of fatigue life. However, the resulting temperature increases with the entraining velocity. As for the influence of lubricant viscosity, increasing it prolongs the fatigue life, especially under mixed TEHL conditions. What's more, the effect of rough surface texture feature on fatigue life has a close relationship with the lubrication regime.

Thermal elastohydrodynamic lubrication (TEHL) plays a crucial role in meshing stiffness, friction, wear, vibration, and transmission stability during the gear meshing. Based on the TEHL and Blok theories, a comprehensive meshing stiffness model of spur gear is proposed by combining thermal stiffness, oil film stiffness, and time-varying meshing stiffness, which is closer to the actual working conditions compared with conventional method. The influences of torque, rotational speed, and module on the lubrication performance and meshing characteristics are investigated, and the distributions of oil film pressure, film thickness, tooth surface temperature rise, friction coefficient, and stiffness are obtained. The results reveal that a light torque, large rotational speed, and module can improve loading capacity and lubrication performance, but excessive parameters will increase tooth surface temperature rise and thermal deformation, and reinforce meshing impact, which further increase the tooth surface wear or bonding. Therefore, it can be concluded that the reasonable parameter match is valid in improving gear lubrication characteristics, mitigating meshing impact and improving gear meshing characteristics, and further enhance system stability.

The aim of this paper is to analyse thermal elastohydrodynamic lubrication (TEHL) line contact of rolling a bearing using a non-Newtonian uid that is described by the power law model. The performance characteristics of the rolling bearing are determined for various index for dilatant, Newtonian and pseudo plastic uids. The one-dimensional Reynolds and energy equations are both modied to incorporate the non-Newtonian nature of the lubricant. The coupled system of governing equations are discretized using the finite difference method and solved simultaneously. The results show that the pressure, film thickness and temperature for dilatant uids increased with increase in the ow index as compared to pseudo plastic uids. The in uence of thermal effects on pressure and lm thickness is more significant compared with that under isothermal elastohydrodynamic lubrication especially on the case of dilatant uids. The viscosity of the lubricant increases with increase in pressure and reduces with increment in temperature. The surface roughness in the bearing surface increases the lm thickness of the lubricant. The uid pressure, film thickness and temperature increases with increase in the bearing speed. To truly re ect the characteristics of EHL models, thermal effects should be considered.

A thermal elastohydrodynamic lubrication (TEHL) finite line contact model is developed for a helical gear pair lubricated with an Eyring fluid or a power-law fluid in order to investigate the effects of the working conditions. A lubrication analysis within a meshing period shows that the differences between the Eyring and Newtonian solutions mainly lie in the film temperature and the shear stress. For the power-law fluid, the power index n has a significant effect on the film thickness. The effects of load and speed on lubrication performance along the line of action are discussed.

To investigate thermal failure of dynamic oil film in cylindrical roller bearings(CRBs), based on the temperature field of CRBs, non-Newtonian dynamic thermal elastohydrodynamic (TEHL) lubricating performance in cylindrical roller bearings was conducted. A single surface bump was coupled with longitudinal waviness on the roller surface, and a dynamic non-Newtonian finite line contact TEHL model was established considering the boundary temperature of the bearing assembly. Effects of the roller boundary temperature, the surface bump amplitude, the rotational speed, and the viscosity-pressure coefficient on thermal failure were analyzed. Comparison of lubricating performance between Newtonian and non-Newtonian fluid was made as well. Results show that, when the roller boundary temperature increases, the pressure and the oil temperature become larger, and the film thickness and frictional coefficient decrease obviously for roller to outer race contact. As the surface amplitude is large enough, or the rotational speed is low enough, phenomenon of partial contact between the roller and the outer ring may be generated due to high boundary temperature of solids. In addition, when the rotational speed is very low, the temperature of the roller surface reaches the first critical temperature of the adsorbed film, so thermal film failure may occur for roller to outer race lubrication.

Abstract This study allows contact models based on semi-analytical methods including the impacts of thermoelastic deformations in contacts of finite dimension bodies. The proposed method controls heat flows crossing free boundaries. A comparison with finite element analysis (FEA) reveals that the proposed method can reduce the calculation times by more than 98%. The paper introduces the thermoelasticity effects into thermal-elastohydrodynamic lubrication (TEHL) modeling of line contact problems. The analysis reveals that including thermoelastic deformations changes the pressure profile and tends to localize the pressure close to the distribution center. Compared to TEHL simulations, the examined configurations caused an overall increase in the maximum pressure by about 9%, an overall film thickness reduction of about 7%, and an overall temperature increase of about 2 K.

In this study, a comprehensive mechanical efficiency model based on the thermal elastohydrodynamic lubrication (TEHL) is developed for a helical gear pair. The tribological performance of the helical gear pair is evaluated in terms of the average film thickness, friction coefficient, mechanical power loss, mechanical efficiency, etc. The influence of basic design parameters, working conditions, thermal effect, and surface roughness are studied under various transmission ratios. Results show that the contribution of thermal effect on the tribological performance is remarkable. Meanwhile, the rolling power loss constitutes an important portion of the total mechanical power loss, especially around the meshing position where the pitch point is located in the middle of contact line and the full elastohydrodynamic lubrication (EHL) state with the friction coefficient less than 0.005. The proper increase of normal pressure angle and number of tooth can improve the tribological performance. The influence of helix angle on the mechanical efficiency is less significant. A positive addendum modification coefficient for pinion and a negative addendum modification coefficient for wheel are good for improving the mechanical efficiency. The results provide the tribological guidance for design of a helical gear pair in engineering.

This paper presents a thermal elastohydrodynamic lubrication (EHL) model for analyzing crowned roller lubrication performances under the influence of frictional heating. In this thermal EHL model, the Reynolds equation is solved to obtain the film thickness and pressure results while the energy equation and temperature integration equation are evaluated for the temperature rise in the lubricant and at the surfaces. The discrete convolution fast Fourier transform (DC-FFT) method is utilized to calculate the influence coefficients for both the elastic deformation and the temperature integration equations. The influences of the slide-to-roll ratio (SRR), load, crowning radius, and roller length on the roller lubrication and temperature rise are investigated. The results indicate that the thermal effect becomes significant for the cases with high SRRs or heavy loads. The proposed thermal EHL model is used to study the thermal-tribology behavior of an apex seal–housing interface in a rotary engine, and to assist the design of the apex seal crown geometry. A simplified crown design equation is obtained from the analysis results, validated through comparison with the optimal results calculated using the current crowned-roller thermo-EHL (TEHL) model.

Purpose The purpose of this paper is to investigate the thermal elastohydrodynamic lubrication (TEHL) flash temperature of the helical gear pairs considering profile modification. Design/methodology/approach A flash temperature model of the helical gear pair considering the profile modification is proposed based on the TEHL and meshing theories. In doing so, the slicing, fast Fourier transform and chase-after methods are applied to accurately and rapidly obtain the flash temperature of the gear pair. Then, the effects of the modification, input torque and rotation speed on the flash temperature are studied. Findings With the increment of the tip relief amount, the flash temperature of the helical gear pair with the axial modification decreases first and then increases, and the meshing position of the maximum flash temperature moves toward the pitch point. Moreover, reducing the input torque or increasing the rotation speed can efficiently reduce the TEHL flash temperature. Originality/value This work is a valuable reference for the profile design and optimization of the helical gears to avoid the excessive flash temperature.

Purpose The purpose of this study is to reveal the lubrication performance of textured roller bearings under various texture size, texture depth, texture types and slip. Design/methodology/approach In the present study, the improved thermal elastohydrodynamic lubrication method based on the surface texturing of the textured roller bearings is proposed, and then the effect of texture size, texture depth, texture types and slip on the contact pressure, film thickness and temperature distribution are analyzed systematically. Findings The results show that the pressure decreases and the film thickness increases on the contact area because of the surface texturing. The temperature increases first and then decreases as the texture size increases, and then the temperature increases as the texture depth and the slip increases. Compared to circle and square texture, cross texture can obviously decrease the temperature on the contact area. The effectiveness of the proposed method is verified. Originality/value This study can help to reduce friction and wear of textured roller bearings. Peer review The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-08-2020-0318/

The vibration characteristics and skidding behaviour of deep groove ball bearings (DGBBs) are significantly influenced by the evolution of local defects and thermal effects. In previous studies, the influences of skidding and thermal effects were not considered in order to simplify the model of defective bearings. But the presence of skidding and thermal should not be ignored to accurately simulate the operation of bearing. To gain a comprehensive understanding of the operational mechanism of defective bearings, it is crucial to examine the skidding and thermal characteristics of various defect types using dynamic modelling approaches. In this study, the DGBB dynamic model for seven types of defects is established, which considers the self-rotation, rotation, and radial motion of ball, the contact force, ball/cage and ball/raceway skidding, and the effects of thermal elastohydrodynamic lubrication (TEHL). Experimental data from a machine fault simulator test rig is utilized to validate the accuracy of the proposed modelling methods. The results indicate that compound defects (CDs) (CDs) result in higher vibration amplitudes and more severe skidding phenomena compared to single defects (SDs). Furthermore, compound defects exhibit a greater thermal effect on the oil film in the contact area than SDs, significantly impacting the operational performance of the bearing.

A thermal elastohydrodynamic lubrication (TEHL) model is developed for a coated spur gear pair to investigate the effect of soft coatings and hard coatings on the tribological behavior of such a gear pair during meshing. The coating properties, i.e., the ratio of the Young's modulus between the coating and the substrate, and the coating thickness, are represented in the calculation of the elastic deformation. Discrete convolution, fast Fourier transform (DC-FFT) is utilized for the fast calculation of the surface deformation. The variation of the radius of curvature, the rolling speed, the slide-to-roll ratio, and the tooth load along the line of action (LOA) during meshing is taken into account and the transient squeeze effect is considered in the Reynolds equation. Energy equations of the solids and the oil film are derived. The temperature field and the pressure field are solved iteratively. The tribological behavior is evaluated in terms of the minimum film thickness, the maximum pressure, the temperature rise, the coefficient of friction, and the frictional power loss of the tooth contact during meshing. The results show discrepancies between the soft coating results and hard coating results.

Purpose In high-pressure pumps, due to the interaction of asperities on the upper and lower surfaces, the piston–cylinder interface suffers severe lubrication and sealing problems during mixed lubrication. This study aims to establish a mixed thermo-elastohydrodynamic (EHD) model for the lubrication gap to determine how working conditions affect the lubricating characteristics and sealing performance of the interface. Design/methodology/approach A mixed thermo-EHD lubrication model is established to investigate the lubricating characteristics and sealing performance of the interface between the piston and cylinder. The model considers piston tilting, thermal effect, surface roughness and bushing deformation. The interface lubricating characteristics and sealing performance under different working conditions are calculated by the proposed numerical model. Findings A higher inlet pressure contributes to an increase in the minimum film thickness. Increased shaft speed can significantly reduce the minimum film thickness, resulting in severe wear. Compared to roughness, the impact of the thermal effect on the interface sealing performance is more significant. Originality/value The proposed lubrication model in this study offers a theoretical framework to evaluate the lubricating characteristics and sealing performance at the lubrication gap. Furthermore, the results provide references for properly selecting piston-cylinder surface processing parameters. Peer review The peer review history for this article is available at: https://publons.com/publon/10.1108/ILT-03-2023-0072/

Abstract Thermoelastohydrodynamic (TEHD) mixed lubrication characteristics of a step combined rod seal under high pressure and high speed conditions are analyzed in this article. A novel TEHD mixed lubrication model for combined rod seals is innovatively established from the perspective of “seal-film-rod” system for the first time. Parameterized studies are conducted to evaluate the thermal effect on seal behavior with the comparison of isothermal elastohydrodynamic (EHD) lubrication analysis. Numerical results show that the interface friction heat is quite remarkable and mainly concentrated on the sealing lip especially in high pressure and speed cases. With the increasing of sealed pressure or rod speed, the temperature rise becomes more obvious and has a more significant impact on the sealing performance. The excessively rising temperature will even exceed the melting point of the sealing material, causing thermal damage.

Abstract Rotating machinery relies on engineered tilting-pad journal bearings (TPJB) to provide static load support with minimal drag power losses, safe pad temperatures, and ensuring a rotor-dynamic stable rotor operation. End users focus on reducing the supplied oil flow rate into a bearing to both lower operational costs and to increase drive power efficiency. This paper presents measurements of the steady-state and dynamic forced performance of a TPJB whilst focusing on the influence of supplied oil flow rate, below and above a nominal condition (50% and 150%). The test bearing has five pads, slenderness ratio L/D = 0.4, spherical pivots with pad offset = 50%, and a preload –0.40, with a clearance to radius ratio (Cr/R) ≈ 0.001 at room temperature. The bearing is installed under a load-between-pads (LBP) orientation and has a flooded housing with end seals. The test conditions include operation at various shaft surface speeds (32 m/s–85 m/s) and specific static loads from 0.17 MPa to 2.1 MPa. A turbine oil lubricates the bearing with a speed-dependent flow rate delivered at a constant supply temperature. Measurements obtained at a steady thermal equilibrium include the journal static eccentricity and attitude angle, the oil exit temperature rise, and the pads' subsurface temperatures at various locations, circumferential and axial. The rig includes measurement of the drive torque and shaft speed to produce the bearing drag power loss. Dynamic force coefficients include stiffness, damping, and virtual-mass coefficients. As expected, the drag power and the lubricant temperature rise depend mainly on shaft speed rather than on applied load. A reduction in oil flow rate to 50% of its nominal magnitude causes a modest increase in journal eccentricity, a 15% reduction in drag power loss, a moderate raise (6 °C) in pads' subsurface temperatures, a slight increase (up to 6%) in the direct stiffnesses, and a decrease (up to 7%) in direct damping coefficients. Conversely, a 1.5 times increase in oil flow rate causes a slight increase (up to 9%) in drag power loss, a moderate reduction of pads' temperatures (up to 3 °C), a maximum 5% reduction in direct stiffnesses, and a maximum 10% increase in direct damping. The paper also presents comparisons of the test results against predictions from a thermo-elastohydrodynamic (TEHD) lubrication model. In conclusion, a 50% reduced oil flow rate only causes a slight degradation in the test bearing static and dynamic force performance and does not make the bearing operation unsafe for tests with surface speed up to 74 m/s. As an important corollary, the measured bearing drag power differs from the conventional estimate derived from the product of the supplied flow rate, the lubricant-specific heat, and the oil exit temperature rise.