A mechanical part, which supports the moving part, is termed a mechanical bearing and can be classified into rolling (ball or roller) bearings and sliding bearings. This article discusses the failures of sliding bearings. It first describes the geometry of sliding bearings, next provides an overview of bearing materials, and then presents the various lubrication mechanisms: hydrostatic, hydrodynamic, boundary lubrication, elastohydrodynamic, and squeeze-film lubrication. The article describes the effect of debris and contaminant particles in bearings. The steps involved in failure analysis of sliding bearings are also covered. Finally, the article discusses wear-damage mechanisms from the standpoint of bearing design.

This article first reviews variations within the most common types of gears, namely spur, helical, worm, and straight and spiral bevel. It then provides information on gear tooth contact and gear metallurgy. This is followed by sections describing the important points of gear lubrication, the measurement of the backlash, and the necessary factors for starting the failure analysis. Next, the article explains various gear failure causes, including wear, scuffing, Hertzian fatigue, cracking, fracture, and bending fatigue, and finally presents examples of gear and reducer failure analysis.

This article presents a brief discussion on the main applications for low- and high-viscosity polyalphaolefins (PAOs) and highlights key areas of interest and shows why PAOs are used in these applications. It discusses the physical properties of passenger car motor oils (PCMOs) based on or containing PAOs. The properties include Noack volatility and pour point. The article also discusses the properties and applications of heavy-duty engine oil (HDEO), industrial lubricants, food-grade lubricants, greases, transportation gear oils, compressor oils, hydraulic fluids, and transmission fluids.

This article is concerned with gear tooth failures influenced by friction, lubrication, and wear, and especially those failure modes that occur in wind-turbine components. It provides a detailed discussion on wear (including adhesion, abrasion, polishing, fretting, and electrical discharge), scuffing, and Hertzian fatigue (including macropitting and micropitting). Details for obtaining high lubricant specific film thickness are presented. The article describes the selection criteria for lubricants, such as oil, grease, adhesive open gear lubricant, and solid lubricants. It discusses the applications of oil and gear lubricants and the types of standardized gear tests. The article presents some recommendations for selecting lubricants and lubricant viscosity for enclosed gear. It provides some examples of failure modes that commonly occur on gears and bearings in wind turbine gearboxes.

Strategies for the lubrication of mechanical systems operating in extreme environments must exclude the liquid lubricants and greases and rely on alternative methods of lubrication, such as gases and solids. This article provides a survey of some of the more effective alternative methods of lubrication. It provides a discussion on the solid materials that have been most commonly used as lubricants: carbon-base materials, transition metal dichalcogenides, polymers, and soft metals.

This article introduces the structure, tribological properties, advantages, and applications of ionic liquids (ILs) as lubricating media. It discusses the mechanisms of IL lubrication for different contacts. The advances in studies focusing on tribological properties of a wide range of ILs are reviewed. The article concludes with the challenges that limit the applications of ILs in tribology engineering.

This article discusses the importance of friction and wear and the role of lubricants in composites. It highlights the progress and developments in using different forms of carbon allotropes in composites for improved friction and wear performance of materials. The article focuses on the widely used form known as carbon black (CB) and shows how to deal with friction and wear of polymers and composites when gamma irradiation is involved. It also discusses the role of graphite in composite materials, which is widely used as a dry lubricant. The article examines the tribology of carbon nanotubes (CNTs) as components in composite materials. It also highlights some of the most pronounced examples of graphene use as a reinforcement agent for improving tribological performance in composite matrices. The article concludes with a discussion on the progress of research in diamond-containing composites.

This article describes the main advantages of using grease as a lubricant rather than oil. It discusses the formulation, lubricating mechanism, degradation, and characterization of grease. The article describes the parameters that determine lifetime of grease, including low-temperature limit, low-temperature performance limit, high-temperature performance limit, and high-temperature limit. The article concludes with information on the practical use of grease as a lubricant reservoir.

Transition metal dichalcogenides (TMD) are solid lubricant materials, specifically, intrinsic solid lubricants, whose crystal structure facilitates interfacial sliding/shear to achieve low friction and wear in sliding contacts and low torque in rolling contacts. This article provides information on sliding friction and wear behavior of unbonded, bonded, and vapor-deposited pure and composite MoS 2 and WS 2 coatings. It discusses the rolling-torque behavior and applications of vapor-deposited pure and composite MoS 2 and WS 2 coatings. The article concludes with information on various forms of TMD lubrication, namely, oils, greases, microparticle and nanoparticle additives.

This article provides a brief introduction to lubrication as a method to reduce friction between two surfaces. It discusses the surface characteristics of parts and explores how lubrication helps separate two contacting surfaces and thereby decreases the coefficient of friction. The article details the classifications of lubrication regimes, namely, boundary, mixed, hydrodynamic, and elastohydrodynamic lubrications. It discusses the various types of lubricant materials and additives, including liquid lubricants, solid lubricants, gaseous lubricants, greases, green lubricants, and nanomaterials. The article also reviews the properties of lubricants. It describes the tribological evaluation of lubricants, including stribeck test, four-ball test, block-on-ring test, pin-in-vee test, and reciprocating motion test.

This article discusses the classification of wear based on the presence or absence of effective lubricants, namely, lubricated and nonlubricated wear. Variations in ambient temperature, atmosphere, load, and sliding speed, as well as variations in material bulk composition, microstructure, surface treatment, and surface finish of steel are also considered. The article discusses the types, wear testing, wear evaluation, and hardness evaluation of abrasive wear. It describes the selection criteria of steels for wear resistance. The article also describes the importance of hardness and microstructure as factors in resistance to wear. It provides a discussion on the resistance of various materials to wear in specific applications. The wear resistance of austenitic manganese steels is also discussed. The article discusses the applications of phosphate coatings, wear-resistant coatings, and ion implantation. It concludes with information on interaction of wear and corrosion.

Tribology is the study of friction, lubrication, and wear. It is a multidisciplinary subject covering the mechanics of contacting surfaces, their roughness characteristics, lubrication, and material behavior under normal load as well as in traction. This article focuses on well-established and widely accepted analytical methods and design and analysis charts for dealing with some of the issues in the area of engine and power train tribology. It provides a discussion on lubricant rheology and the prediction of lubricating film thickness. The article reviews the frictional power loss in piston-cylinder conjunctions, engine bearings, and transmission and differential gearing systems.

This article discusses the functions of lubricants to prevent premature failure of rolling element bearings and the advantages of fluid lubrication. It describes the composition of refined mineral oil for rolling bearing applications. The article reviews the types and properties of nonpetroleum oils, such as polyglycols, phosphate esters, silicone fluids, dibasic acid esters, and fluorinated polyethers. It discusses the properties of greases, including grease speed limits, grease composition, relubrication intervals, corrosion prevention behavior, and grease compatibility. The article concludes with a discussion on polymeric lubricants and solid lubricants.

This article focuses on lubricants classified as either internal combustion engine or nonengine lubricants, and the lubricant additives. The functional groups of chemically active and inert additives, as well as friction modifiers and other additives, are described in detail. The chemically active additives include dispersants, detergents, antiwear, and extreme-pressure agents, oxidation inhibitors, and rust and corrosion inhibitors. The chemically inert additives include emulsifiers, demulsifiers, pour-point depressants, foam inhibitors, and viscosity improvers. The article also discusses the multifunctional nature of additives and concludes with information on lubricant formulation.

This article provides an overview of experimental, analytical, and numerical tools for temperature evaluation of dry and lubricated systems. It describes the analytical methods and numerical techniques for frictional heating and temperature estimation, as well as viscous heating in full-film lubrication. The article also discusses the viscous heating temperature measurements and numerical analysis of viscous heating.

This article discusses the tribology of three main sheet forming processes: deep drawing, bending, and shearing. For each process, the basic principle of the forming process is briefly explained. Tribological phenomena observed in each process, such as wear and galling, are presented. Common methods of using lubricants and coatings in sheet forming processes are also described.

Rolling-element bearings, also called rolling bearings and antifriction bearings, tend to have very low friction characteristics compared to plain bearings or simple sliding bearings. This article discusses the types of rolling-element bearings, namely, ball bearings and roller bearings. It provides information on the bearing component materials. The article describes the lubrication requirements and lubrication methods, namely, elastohydrodynamic lubrication and grease lubrication. It reviews the adjustment factors influencing fatigue life of the bearing. The article also provides information on bearing load ratings, standard bearing geometries, rolling bearing friction factors, and wear and its control methods. It concludes with a discussion on damage modes of bearings.

This article describes the surface modification treatments used to modify the tribological properties of titanium alloys. These include physical vapor deposition and thermochemical conversion treatments. The physical vapor deposition includes ion implantation, sputtering, evaporation, and ion plating surface modification treatments. The thermochemical conversion surface treatments include nitriding, carburizing, boriding, and solid lubrication.

Solid lubricants consist of materials placed at the interface between moving bodies to mitigate friction and wear. This article begins with a historical overview of solid lubricants and discuses the characteristics and fundamental aspects of solid lubricants. It describes the material categories of solid lubricant coatings, including graphite, graphite fluoride, transition metal dichalcogenides, diamond-like-carbon, polymeric materials, and metallic films. The article presents a description of deposition methods from the simplest processes involving burnishing and impingement in open air to modern vacuum-based methods for solid lubricants. It concludes with a discussion on metrics that can be used to qualify solid lubricants in high-consequence applications.

Drawing is a process by which a workpiece is pulled against a die to produce a wire, bar, or tube with smaller cross sectional area compared with the initial stock. This article discusses the variables that affect the drawing process and the parameters that influence friction, lubrication, and wear. These parameters include process, lubricant, workpiece, and tooling. The article provides information on dry and wet lubrication in wire drawing. The dry lubrication refers to use of solid lubricants while wet lubrication refers to the practice of providing a liquid lubricant to the workpiece-die interface. The article describes the most common types and causes of die wear: abrasive wear, adhesive wear, surface fatigue wear, thermal fatigue wear, and catastrophic failure. It concludes with a discussion on the surface treatment and texturing that are used to reduce die wear in drawing operations.