Rolling-contact fatigue (RCF) is a common failure mode in components subjected to rolling or rolling-sliding contact. This article provides a basic understanding of RCF and a broad overview of materials and manufacturing techniques commonly used in industry to improve component life. A brief discussion on coatings to improve surface-initiated fatigue and wear is included, due to the similarity to RCF and the increasing criticality of this failure mode. The article presents a working knowledge of Hertzian contact theory, describes the life prediction of rolling-element bearings, and provides information on physics and testing of rolling-contact fatigue. Processes commonly used to produce bearings for demanding applications are also covered.

A newly developed theory on plasticity makes it possible to include elastic effects, which play a major role when using blunt hardness indenters. This article reviews the new theory and explains several phenomena associated with practical hardness testing. In the indentation hardness test, a blunt indenter that approximates a flat punch is forced into a plane surface. The effective cone angle for most indenters is such that some upward flow results even when there is sufficient material surrounding the indenter to provide a full elastic constraint. When loaded by a blunt indenter, materials with high values of Young's Modulus of Elasticity/uniaxial flow stress (E/Y) (metals) appear to develop a Hertzian stress distribution over the contact. In contrast, materials with low values of E/Y (glasses and polymers) develop a uniform distribution of stress.

The mechanism of contact fatigue can be understood in terms of several sources of stress concentration, or stress raisers, within the macroscopic Hertzian stress field. This article focuses primarily on rolling contact fatigue of hardened bearing steels. It discusses Hertzian shear stresses at and below the contact surfaces and briefly summarizes bearings and gear characteristics. The article provides an overview of the key types of gear and bearing steels. It analyzes two types of macropitting that result from the subsurface growth of fatigue cracks, namely, subsurface-origin macropitting and surface-origin macropitting. The article describes the factors influencing contact fatigue life of hardened steel bearings and gears, including hardness, inclusions, carbides, and residual stresses.

Rolling-contact fatigue (RCF) is a surface damage process due to the repeated application of stresses when the surfaces of two bodies roll on each other. This article briefly describes the various surface cracks caused by manufacturing processing faults or blunt impact loads on ceramic balls surfaces. It discusses the propagation of fatigue cracks involved in rolling contacts. The characteristics of various types of RCF test machines are summarized. The article concludes with a discussion on the various failure modes of silicon nitride in rolling contact. These include the spalling fatigue failure, the delamination failure, and the rolling-contact wear.

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 physical signs of rolling-contact wear (RCW). It lists the major considerations in gear design and describes the mechanisms of RCW. The article provides a guide to rolling-contact fatigue (RCF) testing methods. It explains the steps involved in the processes of RCF and RCW.

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.

Tribology is the science and technology of interacting surfaces in relative motion. This article describes in detail the basic structural, operational, and interaction parameters of a tribosystem. The interaction parameters, which characterize the action of the operational parameters on the structural components in the system, consist of three important aspects: contact parameters, friction parameters, and wear parameters. These three aspects embody the complex mechanisms and relationships between the constituents of a tribosystem. The article concludes with information on the selection criteria of a material for wear applications.

A major cause of failure in components subjected to rolling or rolling/sliding contacts is contact fatigue. This article focuses on the rolling contact fatigue (RCF) performance and failure modes of overlay coatings such as those deposited by physical vapor deposition, chemical vapor deposition, and thermal spraying (TS). It provides a background to RCF in bearing steels in order to develop an understanding of failure modes in overlay coatings. The article describes the underpinning failure mechanisms of TiN and diamond-like carbon coatings. It presents an insight into the design considerations of coating-substrate material properties, coating thickness, and coating processes to combat RCF failure in TS coatings.

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 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 is dedicated to the fields of mechanical engineering and machine design. It also intends to give a nonexhaustive view of the preventive side of the failure analysis of rolling-element bearings (REBs) and of some of the developments in terms of materials and surface engineering. The article presents the nomenclature, numbering systems, and worldwide market of REBs as well as provides description of REBs as high-tech machine components. It discusses heat treatments, performance, and properties of bearing materials. The processes involved in the examination of failed bearings are also explained. Finally, the article discusses in detail the characteristics and prevention of the various types of failures of REBs: wear, fretting, corrosion, plastic flow, rolling-contact fatigue, and damage. The article includes an Appendix, which lists REB-related abbreviations, association websites, and ISO standards.

Fretting is a wear phenomenon that occurs between two mating surfaces; initially, it is adhesive in nature, and vibration or small-amplitude oscillation is an essential causative factor. Fretting generates wear debris, which oxidizes, leading to a corrosion-like morphology. This article focuses on fretting wear related to debris formation and ejection. It reviews the general characteristics of fretting wear, with an emphasis on steel. The review covers fretting wear in mechanical components, various parameters that affect fretting; quantification of wear induced by fretting; and the experimental results, map approach, measurement, mechanism, and prevention of fretting wear. This review is followed by several examples of failures related to fretting wear.

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.

Impact wear can be defined as the wear of a solid surface that is due to percussion, which is a repetitive exposure to dynamic contact by another solid body. This article discusses the volume (or mass) removal of material either at or under engineering contact stress levels and outlines a rational, semi-empirical impact wear theory. It illustrates a linear wear mechanism that occurs in print heads and repetitive impacts that take place in metallic machine contacts. The article concludes with information on plotting a wear curve for an originally plane, massive carbon steel machine platen subjected to repetitive compound impact by a hard, nonwearing spherical-ended steel alloy component.

This article describes three design-life methods or philosophies of fatigue, namely, infinite-life, finite-life, and damage tolerant. It outlines the three stages in the process of fatigue fracture: the initial fatigue damage leading to crack initiation, progressive cyclic growth of crack, and the sudden fracture of the remaining cross section. The article discusses the effects of loading and stress distribution on fatigue cracks, and reviews the fatigue behavior of materials when subjected to different loading conditions such as bending and loading. The article examines the effects of load frequency and temperature, material condition, and manufacturing practices on fatigue strength. It provides information on subsurface discontinuities, including gas porosity, inclusions, and internal bursts as well as on corrosion fatigue testing to measure rates of fatigue-crack propagation in different environments. The article concludes with a discussion on rolling-contact fatigue, macropitting, micropitting, and subcase fatigue.

This article first describes surface forces, and the methods of measuring them, followed by a discussion on adhesion. It discusses the instrumental requirements and techniques, including Atomic Force Microscopy (AFM), used for the measurement of surface forces. Measurements of surface roughness, with AFM, can provide a precise picture of surface roughness and can be used as input for contact mechanics computer models. The article also describes microscale adhesion and adhesion measurement methods using microelectromechanical systems technologies. It reviews certain considerations used for the measurement of adhesion, such as fundamental adhesion measurements, history dependence and sample preparation, and practical adhesion measurements. The article describes various arrangements that can be employed in adhesion tests.

Fatigue failures may occur in components subjected to fluctuating (time-dependent) loading as a result of progressive localized permanent damage described by the stages of crack initiation, cyclic crack propagation, and subsequent final fracture after a given number of load fluctuations. This article begins with an overview of fatigue properties and design life. This is followed by a description of the two approaches to fatigue, namely infinite-life criterion and finite-life criterion, along with information on damage tolerance criterion. The article then discusses the characteristics of fatigue fractures followed by a discussion on the effects of loading and stress distribution, and material condition on the microstructure of the material. In addition, general prevention and characteristics of corrosion fatigue, contact fatigue, and thermal fatigue are also presented.

This article describes the numerous techniques used to measure friction. It provides a brief description of the historical development of friction testing. The article discusses the tests and equipment available for friction testing. It explains the procedural considerations that should be addressed to ensure that valid data are derived from a friction test. The article presents definitions of terms commonly used in tribology such as static friction, kinetic coefficient of friction, stick-slip behavior, and lubricated friction. It provides information on the precautions that must be taken to ensure valid test results. The article also describes how to report data and how to analyze these data.

This article discusses the composition, properties and applications of bearing steels. It focuses on the typical wear modes that rolling-element bearings experience: contact fatigue wear, abrasive wear, adhesive wear, and corrosive wear. The article provides information on reliability factor and ABMA and ISO environmental factors.