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Wear Potential Due to Low EHD Films During Elevated Temperatures

An earlier study showed that EHD films could be accurately measured in a running bearing and that the EHD film eventually runs-in to a steady state value [1]. In the present paper, we report on additional tests conducted on bearings with more lubricants, wider speeds, and higher temperatures. The new results consistently show that all lubricants tested, including MAC-based lubricants have EHD film levels that are lower than model predictions in some situations. In addition, the MAC lubricants studied have lower film thickness than traditional hydrocarbons. Figure 1 is taken from [1] and shows room temperature data of MAC oil and Corey 100 oil, illustrating the smaller EHD film results when using this MAC oil. Since higher temperatures produce lower films by changing the viscosity, the concern we have is that the EHD films may be too small to prevent ball/race metal contact and resulting wear at lower speeds. Best bearing practices would have the EHD film thickness be at least three (3) times the composite surface roughness. In this paper, we will present measured EHD thicknesses of lubricant films at speeds up to several thousand RPM for bearing bore sizes from as low as 6 mm (0.2 in) to as large as 35 mm (1.4 in) using MAC, Corey and KG-80. Ambient temperatures from room temperature to 52C (125F) are used. Testing was done with the base oils as well as formulated greases. Greases eventually ran in to the same EHD values as the base oil but took longer times to get there. The results clearly indicate that wear is very possible in all steel bearings when using MAC lubricants and that this condition worsens with higher temperatures and smaller bearing size.

Leville, Alan↗

Wind Turbine Maintenance Costs: Assessing the Potential of Gear Oil Improvements

Wind turbine operations & maintenance (O&M) costs constitute a sizable portion of total energy cost for wind power. There are many components in a utility-scale wind turbine that need to be lubricated with either oil or grease. This study uses gearbox oil as an example and assesses how lubricant technology improvements may impact wind turbine power production and levelized cost of energy. Using the modeling tools (i.e., WOMBAT, reV, and SAM) developed at National Renewable Energy Laboratory and lubrication oil technology scenarios defined based on inputs provided by ExxonMobil and industry stakeholders, we quantify the potential for increasing energy production and reducing maintenance costs across the current and future U.S. fleet of wind turbines as a result of improvements in lubrication technologies. The modeled improvements reduce the median levelized cost of energy by 1-2% across the U.S. fleet. Cumulative saving from gear oil technology improvements in 2050 for U.S. fleet is estimated to be approximately $6 billion. Extending the lubricant replacement interval has a larger impact on total cost and energy production than reducing lubricant cost.

costs↗

The effect of current and lambda on white-etch-crack failures

White etching cracks (WECs) have been associated with premature failure of wind turbine roller bearings. Various drivers for the generation of WECs have been identified such as loading conditions, slip, steel quality, lubrication, hydrogen embrittlement, corrosion fatigue cracking, and stray electrical currents passing through the surface. Here, in this work, a benchtop test rig utilizing a three-ring-on-roller test configuration was used to investigate the effect of electrical current and operation in different lubricating regimes, defined by lambda (λ), on high-quality bearing steel samples tested in a commercially available power transmission EP gear lubricant. It was observed that there is an inverse correlation between the magnitude of electric current applied to the ring/ roller system and time-to-failure. Higher current magnitudes lead to shorter time-to-failure than lower current magnitudes, with macropitting as the main failure mode. Sub-surface investigation revealed the presence of WECs in all cases. For the same current magnitude, tests conducted in boundary and mixed lubrication regimes showed that time-to-failure increased as lambda increased, and the tests resulted in WEC related macropits, whereas tests conducted in near-hydrodynamic regime resulted in surface damage with no macropit. It was also noted that a shift toward near-hydrodynamic lubrication resulted in a distinct surface distress on the roller surface. Furthermore, there seems to be a transition in the mixed regime during which the surface distress occurred. The damage on the surface of the test samples resembled non-spatially, periodic, groove-like corrugations and, in some cases, crater-like depressions. Sub-surface imaging, performed by sequential sectioning, revealed the presence of WECs in all cases, and broad, branching cracks that were more prevalent under the more severe boundary conditions.

17 WIND ENERGY↗

Extreme Antiscaling Performance of Slippery Omniphobic Covalently Attached Liquids

Scale formation presents an enormous cost to the global economy. Classical nucleation theory dictates that to reduce the heterogeneous nucleation of scale, the surface should have low surface energy and be as smooth as possible. Past approaches have focused on lowering surface energy via the use of hydrophobic coatings and have created atomically smooth interfaces to eliminate nucleation sites, or both, via the infusion of low-surface-energy lubricants into rough superhydrophobic substrates. Although lubricant-based surfaces are promising candidates for antiscaling, lubricant drainage inhibits their utilization. Here, we develop methodologies to deposit slippery omniphobic covalently attached liquids (SOCAL) on arbitrary substrates. Similar to lubricant-based surfaces, SOCAL has ultralow roughness and surface energy, enabling low nucleation rates and eliminating the need to replenish the lubricant. To enable SOCAL coating on metals, we investigated the surface chemistry required to ensure high-quality functionalization as measured by ultralow contact angle hysteresis (<3°). Using a multilayer deposition approach, we first electrophoretically deposit (EPD) silicon dioxide (SiO 2 ) as an intermediate layer between the metallic substrate and SOCAL. The necessity of EPD SiO 2 is to smooth (<10 nm roughness) as well as to enable the proper surface chemistry for SOCAL bonding. To characterize antiscaling performance, we utilized calcium sulfate (CaSO 4 ) scale tests, showing a 20× reduction in scale deposition rate than untreated metallic substrates. Descaling tests revealed that SOCAL dramatically decreases scale adhesion, resulting in rapid removal of scale buildup. Furthermore, our work not only demonstrates a robust methodology for depositing antiscaling SOCAL coatings on metals but also develops design guidelines for the creation of antifouling coatings for alternate applications such as biofouling and high-temperature coking.

37 INORGANIC, ORGANIC, PHYSICAL, AND ANALYTICAL CH↗

Synthetic oils

Synthetic lubricants are discussed by chemical class and their general strengths and weaknesses in terms of lubrication properties are analyzed. Comparative ratings are given for 14 chemical classes and are used as a guide for lubricant selection. The effects of chemical structure on the properties of the lubricant are described with special emphasis on thermal stability. The diversity of synthetic lubricants which is provided by the wide range of properties permits many applications, some of which are reported.

Hatton, R. E.↗

Surface temperatures and glassy state investigations in tribology, part 1

The research in this report is divided into two categories: (1) lubricant rheological behavior, and (2) thermal behavior of a simulated elastohydrodynamic contact. The studies of the lubricant rheological behavior consists of high pressure, low shear rate viscosity measurements, viscoelastic transition measurements, by volume dilatometry, dielectric transitions at atmospheric pressure and light scattering transitions. Lubricant shear stress-strain behavior in the amorphous glassy state was measured on several fluids. It appears clear from these investigations that many lubricants undergo viscoplastic transitions in typical EHD contacts and that the lubricant has a limiting maximum shear stress it can support which in turn will determine the traction in the contact except in cases of very low slide-roll ratio. Surface temperature measurements were made for a naphthenic mineral oil and a polyphenyl ether. The maximum surface temperature in these experiments was approximately symmetrical about the zero slide-roll ration except for absolute values of slide-roll ratio greater than about 0.9. Additional surface temperature measurements were made in contacts with rough surfaces where the composite surface roughness was approximately equal to the EHD film thickness. A regression analysis was done to obtain a predictive equation for surface temperatures as a function of pressure, sliding speed, and surface roughness. A correction factor for surface roughness effects to the typical flash temperature analysis was found.

Winer, W. O.↗

The role of the micro environment on the tribological behavior of materials

The properties of the environment which exert an influence upon adhesion, friction, wear, and lubrication of materials in solid state contact are discussed. The effect of the environment upon lubricants and lubricant properties is considered in relation to the interaction of the lubricant with the material surfaces in solid state contact and the ability of lubricants to provide protective surface films.

Buckley, D. H.↗

The role of the micro environment on the tribological behavior of materials

The paper reviews studies of the role of the microenvironment in the adhesion, friction, and wear behavior of materials in solid-state contact. The microenvironment is defined as the environment on the surface of solids in solid-state contact. Properties of the environment are discussed which exert an influence on the adhesion, friction, wear, and lubrication of materials in contact. The effect of the environment on lubricants and their properties is considered with respect to the interaction of lubricants with material surfaces in contact; the effect on the ability of lubricants to provide protective surface films is also considered. It is concluded that naturally occurring oxides are probably the best available natural solid-film lubricants.

Buckley, D. H.↗

Reducing Run-In Wear Of Ceramic-Based Coatings

Silver surface layer helps rough ceramic slide smoothly. Thin film is magnetron-sputtered onto PS200, self-lubricating composite coating containing mixture of chromium carbide, silver, and barium fluoride/calcium fluoride eutectic. Carbide provides wear resistance, while silver and fluorides provide lubrication. Because both silver top coat and PS200 thermally and chemically stable oxidizing and reducing environments to 900 degrees C, combination appropriate as lubrication for cylinder-wall/piston-ring contacts in Stirling engines and for backup lubrication for gas lubricated journal bearings.

Dellacorte, Christopher↗

Properties data for opening the Galileo's partially unfurled main antenna

An investigation was conducted into the friction and wear behavior of both unlubricated and dry-film-lubricated (Tiolube 460) titanium alloy (Ti-6Al-4V) in contact with an uncoated high-nickel-content superalloy (Inconel 718) both in vacuum and in air. The acquisition of friction and wear data for this sliding couple was motivated by the need for input data for the 'antenna stuck ribs model' effort to free Galileo's High Gain Antenna. The results of the investigation indicate that galling occurred in the unlubricated system in vacuum and that the coefficient of friction increased to 1.2. The abnormally high friction (1.45) was observed when relatively large wear debris clogged at the sliding interface. The coefficient of friction for the dry-film-lubricated system in vacuum is 0.04, while the value in air is 0.13. The endurance life of the dry-film lubricant is about three orders of magnitude greater in vacuum than in air. The worn surfaces of the dry-film-lubricated Ti-6Al-4V pin and Inconel 718 disk first run in humid air and then rerun in vacuum was completely different from that of the pin and disk run only in vacuum. When galling occurred in the humid-air and vacuum contact, coefficient of friction rose to 0.32 when sliding in humid air and to 1.4 when sliding in vacuum. The galling was accompanied by severe surface damage and extensive transfer of the Ti-6Al-4V to the Inconel 718, or vice versa. When spalling occurred in the dry-film-lubricated Ti-6Al-4V pin run only in vacuum, the coefficient of friction rose to 0.36 or greater. The wear damage caused by spalling can self-heal when rerun in vacuum - the coefficient of friction decreased to 0.05. The friction and wear data obtained can be used for the 'antenna stuck ribs model' effort to free Galileo's high gain antenna.

Miyoshi, Kazuhisa↗

Evaluation of the EHL Film Thickness and Extreme Pressure Additives on Gear Surface Fatigue Life

Surface pitting fatigue life tests were conducted with seven lubricants, using AISI 9310 spur gears. The test lubricants can be classified as synthetic polyol-esters with various viscosities and additive packages. The lubricant with a viscosity that provided a specific film thickness greater than one and with an additive package produced gear surface fatigue lives that were 8.6 times that for lubricants with a viscosity that provided specific film thickness less than one. Lubricants with the same viscosity and similar additive packages gave equivalent gear surface fatigue lives.

Townsend, Dennis P.↗

The Role of Tribology in the Development of an Oil-Free Turbocharger

Gas-turbine-based aeropropulsion engines are technologically mature. Thus, as with any mature technology, revolutionary approaches will be needed to achieve the significant performance gains that will keep the U.S. propulsion manufacturers well ahead of foreign competition. One such approach is the development of oil-free turbomachinery utilizing advanced foil air bearings, seals, and solid lubricants. By eliminating oil-lubricated bearings and seals and supporting an engine rotor on an air film, significant improvements can be realized. For example, the entire oil system including pipes, lines, filters, cooler, and tanks could be removed, thereby saving considerable weight. Since air has no thermal decomposition temperature, engine systems could operate without excessive cooling. Also, since air bearings have no diameter-rpm fatigue limits (D-N limits), engines could be designed to operate at much higher speeds and higher density, which would result in a smaller aeropropulsion package. Because of recent advances in compliant foil air bearings and high temperature solid lubricants, these technologies can be applied to oil-free turbomachinery. In an effort to develop these technologies and to demonstrate a project along the path to an oil-free gas turbine engine, NASA has undertaken the development of an oil-free turbocharger for a heavy duty diesel engine. This turbomachine can reach 120000 rpm at a bearing temperature of 540 C (1000 F) and, in comparison to oil-lubricated bearings, can increase efficiency by 10 to 15 percent because of reduced friction. In addition, because there are no oil lubricants, there are no seal-leakage-induced emissions.

Dellacorte, Christopher↗

Preliminary Tuft Testing of Metallic Bristles Versus PS212, PS300, and HVOF300

Turbine engine brush seals are designed with sacrificial brushes and hard shaft coatings to minimize shaft wear and reduce the cost of engine overhauls. Replacing a worm seal is more cost and time effective than refinishing an engine shaft. However, this tribological design causes excessive brush wear and reduces long term seal efficiency. An alternative approach is to coat the shaft with a solid lubricant and allow the bristles to wear into the shaft coating similar to traditional abradable labyrinth seals. This approach can result in reduced seal leakage by forcing the leakage to flow through the seal bristle pack or through a more tortuous shaft wear track. Key to this approach is limiting the shaft wear to an acceptable level were surface refinishing would not be required during every engine overhaul. Included in this paper are brush seal tuft test results for four metallic bristles (nickel-chrome or cobalt-chrome based superalloys) tested against three solid lubricant coatings (NASA's PS212, PS300, and HVOF300). These test results are also compared to previous baseline tests conducted with plasma sprayed chrome carbide. Compared to the baseline results, no tribological benefit was achieved with the metallic bristle/solid lubricant tribopairs tested. To improve the performance of the solid lubricant coatings, issues regarding lubricant phase sizes (homogeneity), and composition need to be addressed.

Fellenstein, James A.↗

A Study of Some Factors Affecting Rolling-Contact Fatigue Life

A series of investigations using the fatigue spin rig to study the effect of several factors contributing to rolling contact fatigue life is summarized. Ball specimens of 1/2 and 9/16 inch diameter were tested at maximum theoretical Hertz compressive stresses in the range of 600,000 to 750,000 psi. Life was found to vary inversely with the tenth power of stress. In forging fiber studies, a greater concentration of failures and poorer life were observed where the greatest angle of intersection between the fiber flow lines and the surface occurred. This effect was independent of alloy composition. Higher lubricant viscosity was found to increase fatigue life, Lubricants having the same viscosity but of different base stock produced wide differences in life that correlated with the pressure viscosity coefficient of the lubricant. Higher temperature produced lower fatigue life. Dry powder lubricants produced poor fatigue life at 450 F; failure appearance indicated that the lubricant particles probably acted as minute stress raisers. In metallographic studies, nonmetallic inclusions were found to have a deleterious effect on fatigue life the inclusion size, location, composition, and condition of the matrix being contributing factors; failures were by shear cracking in the subsurface zone of maximum shear stress and eventual propagation into a shallow surface spall. Vacuum melting improved fatigue life, although a general correlation between cleanliness and fatigue life was not found. Life results for ten different bearing materials are presented.

Carter, Thomas L.↗

Design and Operating Characteristics of High-Speed, Small-Bore, Angular-Contact Ball Bearings

The computer program SHABERTH was used to analyze 35-mm-bore, angular-contact ball bearings designed and manufactured for high-speed turbomachinery applications. Parametric tests of the bearings were conducted on a high-speed, high-temperature bearing tester and were compared with the computer predictions. Four bearing and cage designs were studied. The bearings were lubricated either by jet lubrication or through the split inner ring with and without outer-ring cooling. The predicted bearing life decreased with increasing speed because of increased operating contact stresses caused by changes in contact angle and centrifugal load. For thrust loads only, the difference in calculated life for the 24 deg. and 30 deg. contact-angle bearings was insignificant. However, for combined loading, the 24 deg. contact-angle bearing gave longer life. For split-inner-ring bearings, optimal operating conditions were obtained with a 24 deg. contact angle and an inner-ring, land-guided cage, using outer-ring cooling in conjunction with low lubricant flow rates. Lower temperature and power losses were obtained with a single-outer-ring, land-guided cage for the 24 deg. contact-angle bearing having a relieved inner ring and partially relieved outer ring. Inner-ring temperatures were independent of lubrication mode and cage design. In comparison with measured values, reasonably good engineering correlation was obtained using the computer program SHABERTH for predicted bearing power loss and for inner- and outer-ring temperatures. The Parker formula for XCAV (used in SHABERTH, a measure of oil volume in the bearing cavity) may need to be refined to reflect bearing lubrication mode, cage design, and location of cage-controlling land.

Pinel, Stanley I.↗

Numerical Calculation of the Drag Force Acting on a Solid Particle Pushed by a Solid/Liquid Interface

The distribution of insoluble particles in a metal casting depends primarily on the interaction of the particles with the solid/liquid interface (SLI) during the solidification process. The balance of the forces acting on the particle essentially determines whether a particle will be engulfed or pushed by the SLI. An important component of this force balance is the drag force generated by the particle motion in front of the SLI. Previously developed mathematical models for particle/SLI interaction made use of steady-state solutions of this force provided by the lubrication theory. However, our numerical model based on the SLI tracking approach shows that the steady-state approach is inappropriate to model the interaction process and that at steady-state the theoretical solution underestimates the drag force. It was found that regression analysis of steady-state numerical solutions for cylindrical particles moving normal to a flat SLI gives a relationship of the form: Abstract The distribution of insoluble particles in a metal casting depends primarily on the interaction of the particles with the solid/liquid interface (SLI) during the solidification process. The balance of the forces acting on the particle essentially determines whether a particle will be engulfed or pushed by the SLI. An important component of this force balance is the drag force generated by the particle motion in front of the SLI. Previously developed mathematical models for particle/SLI interaction made use of steady-state solutions of this force provided by the lubrication theory. However, our numerical model based on the SLI tracking approach shows that the steady-state approach is inappropriate to model the interaction process and that at steady-state the theoretical solution underestimates the drag force. It was found that regression analysis of steady-state numerical solutions for cylindrical particles moving normal to a flat SLI gives a relationship of the form: F(sub D, sup num) =sqoare root of 3(pi)(eta)V(sub p)(R(sub p)/d)(sup 10(gamma)/3). This is to compared to the solution provided by the lubrication theory: F(sub D), sup theor) = 3 square root of 2(pi)(eta)V(sub p)(R(sub p)/d)(sub 3/2), where F(sub D) is the drag force, eta is the dynamic viscosity of the fluid, V(sub p) is the particle velocity, R(sub p) is the particle radius, gamma is Euler's constant (gamma approx. = 0.577), and d is the width of the gap between the particle and the SLI. The domain on which the equations proposed by the lubrication theory are relevant is clearly identified in the paper. The numerical model was then validated against the classical lubrication theory within the domain of its validity.

Catalina, Adrian V.↗

Evaluation of Non-Ozone-Depleting-Chemical Cleaning Methods for Space Mechanisms Using a Vacuum Spiral Orbit Rolling Contact Tribometer

Because CFC 113, an ozone depleting chemical (ODC), can no longer be produced, alternative bearing cleaning methods must be studied. The objective of this work was to study the effect of the new cleaning methods on lubricant lifetime using a vacuum bearing simulator (spiral orbit rolling contact tribometer). Four alternative cleaning methods were studied: ultra-violet (UV) ozone, aqueous levigated alumina slurry (ALAS), super critical fluid (SCF) CO2 and aqueous Brulin 815GD. Baseline tests were done using CFC 113. Test conditions were the following: a vacuum of at least 1.3 x 10(exp -6) Pa, 440C steel components, a rotational speed of 10 RPM, a lubricant charge of between 60-75 micrograms, a perfluoropolyalkylether lubricant (Z-25), and a load of 200N (44.6 lbs., a mean Hertzian stress of 1.5 GPa). Normalized lubricant lifetime was determined by dividing the total number of ball orbits by the amount of lubricant. The failure condition was a friction coefficient of 0.38. Post-test XPS analysis was also performed, showing slight variations in post-cleaning surface chemistry. Statistical analysis of the resultant data was conducted and it was determined that the data sets were most directly comparable when subjected to a natural log transformation. The natural log life (NL-Life) data for each cleaning method were reasonably normally (statistically) distributed and yielded standard deviations that were not significantly different among the five cleaning methods investigated. This made comparison of their NL-Life means very straightforward using a Bonferroni multiple comparison of means procedure. This procedure showed that the ALAS, UV-ozone and CFC 113 methods were not statistically significantly different from one another with respect to mean NL-Life. It also found that the SCF CO2 method yielded a significantly higher mean NL-Life than the mean NL-Lives of the ALAS, UV-ozone and CFC 113 methods. It also determined that the aqueous Brulin 815GD method yielded a mean NL-Life that was statistically significantly higher than the mean NL-Lives of each of the other four methods. Baseline tests using CFC 113 cleaned parts yielded a mean NL-Life 3.62 orbits/micro-g. ALAS and UV-ozone yielded similar mean NL-Life (3.31 orbits/mg and 3.33 orbits/micro-g, respectively). SCF CO2, gave a mean NL-Life of 4.08 orbits/mg and aqueous Brulin 8l5GD data yielded the longest mean NL-Life (4.66 orbits/micro-g).

Jansen, Mark J.↗

The Effect of Sliding Speed on Film Thickness and Pressure Supporting Ability of a Point Contact Under Zero Entrainment Velocity Conditions

A unique tribometer is used to study film forming and pressure supporting abilities of point contacts at zero entrainment velocity (ZEV). Film thickness is determined using a capacitance technique, verified through comparisons of experimental results and theoretical elastohydrodynamic lubrication (EHL) predictions for rolling contacts. Experiments are conducted using through hardened AISI 52 100 steel balls, Polyalphaolefin (PAO) 182 and Pentaerythritol Tetraheptanoate (PT) lubricants, and sliding speeds between 2.0 to 12.0 m/s. PAO 182 and PT are found to support pressures up to 1. 1 GPa and 0.67 GPa respectively. Protective lubricant films ranging in thickness between 90 to 2 10 nm for PAO 182 and 220 to 340 nm for PT are formed. Lubricants experience shear stresses between 14 to 22 MPa for PAO 182 and 7 to 16 MPa for PT at shear rates of 10(exp 7)/sec. The lubricant's pressure supporting ability most likely results from the combination of immobile films and its transition to a glassy solid at high pressures.

Thompson, Peter M.↗