This article introduces the concept of condition monitoring (CM) and summarizes various techniques used for CM across the industrial sectors. The techniques include visual inspection, performance monitoring, vibration condition monitoring, vibration condition monitoring, lubricant oil analysis, acoustic emission testing, temperature monitoring, motor current signature analysis, and ultrasound emission. The article describes the evolution of condition-based maintenance in CM. It also describes the basics of integrated vehicle health management, a capability that enables a number of maintenance philosophies. The article concludes with a discussion on various condition monitoring in industrial sectors, including condition-monitoring techniques in nuclear power plants, road condition monitoring, and condition monitoring in wind turbines.

This article focuses on different aspects of wear particle analysis. It discusses the different wear regimes in the wear rate versus time (bathtub) curve. The article explains the essence of condition monitoring and how to properly sample lubricants for condition monitoring. It also discusses in-service lubricant analysis for condition monitoring, focusing on the spectrometric oil analysis program. The article describes the characteristics of wear particles and analytical techniques for characterizing them. It also describes the characteristics of different types of wear particles and the mechanisms by which they are generated. The article concludes with a summary of the major applications of wear particle analysis.

Pumps and compressors are representative fluid machineries, which are indispensably important industrial equipment for water supply systems, chemical processing and reactions, and fluid power systems. This article addresses friction, lubrication, and wear of components in several types of machines such as positive displacement pumps including hydraulic pumps, turbo-pumps including centrifugal pumps, vacuum pumps, and compressors including the positive displacement type and turbo type.

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.

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 focuses on friction, lubrication, and wear of internal combustion engine parts, improvements in which provide important gains in energy efficiency, performance, and longevity of the internal combustion (IC) engine systems. It discusses the types, component materials, and Friction and Wear Control of IC engine. The article explains the process of friction reduction by surface textures or coatings. It provides information on surface hardening of iron and steel, which is commonly employed for engine and powertrain components such as crankshafts, cams, and cylinder liners. The article also discusses advanced surface engineering technologies, such as diamondlike carbon coatings and surface texture technology. Information on thermal-spray methods that have led to improvements in engine components is also provided. The article describes IC engine-components wear, namely, piston assembly wear, valvetrain wear, cylinder-bore wear, and engine bearing wear. It concludes with information on inlet valve and seat wear of IC engine.

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.

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 describes the preliminary stages and general procedures, techniques, and precautions employed in the investigation and analysis of metallurgical failures that occur in service. The most common causes of failure characteristics are described for fracture, corrosion, and wear failures. The article provides information on the synthesis and interpretation of results from the investigation. Finally, it presents key guidelines for conducting a failure analysis.

This article examines the deformation processes in metal-forming operations and considers the effects introduced by scale factors when microforming. It discusses the process parameters and variables affecting surface interactions, including temperature, speed, reduction, stiffness, and dynamic response of equipment. The article reviews the determination of friction coefficient using laboratory monitoring methods, indirect measurements, and the inverse method. It considers the determination of the interface heat-transfer coefficient by using the ring test and computer simulations. The article describes the behavior of oxide scale on the surface of hot metal undergoing thermomechanical processing. It concludes with information on the effects of process and material parameters on interfacial phenomena.

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 classification of sliding bearings and describes the major groups of soft metal bearing materials: babbitts, copper-lead bearing alloys, bronze, and aluminum alloys. It provides a discussion on the methods for fluid-film lubrication in bearings. The article presents the variables of interest for a rotating shaft and the load-carrying capacity and surface roughness of bearings. Grooves and depressions are often provided in bearing surfaces to supply or feed lubricant to the load-carrying regions. The article explains the effect of contaminants in bearings and presents the steps for failure analysis of sliding bearings. It also reviews the factors responsible for bearing failure with examples.

Bearings are usually provided where a specific spatial relationship (alignment) must be maintained between the parts or where a force is to be transmitted from one part to the other. This article introduces the general types and configuration of sliding bearings, bearing materials, and the practical aspects and solutions in the friction, lubrication, and wear mitigation of sliding bearings. The lubrication of bearings includes thick-film lubrication, thin-film lubrication, and boundary lubrication. The article concludes with a discussion on the effects of material elasticity on the lubrication of bearings.

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.

Cutting fluids play a major role in increasing productivity and reducing costs by making possible the use of higher cutting speeds, higher feed rates, and greater depths of cut. After listing the functions of cutting fluids, this article then covers the major types, characteristics, advantages and limitations of cutting and grinding fluids, such as cutting oils, water-miscible fluids, gaseous fluids, pastes, and solid lubricants along with their subtypes. It discusses the factors considered during the selection of cutting fluid, focusing on machinability (or grindability) of the material, compatibility (metallurgical, chemical, and human), and acceptability (fluid properties, reliability, and stability). The article also describes various application methods of cutting fluids and precautions that should be observed by the operator.

The function of lubricants is to control friction and wear in a lubricating system containing machine elements such as gears and bearings. This article discusses the basic properties of lubricants to help scientists and engineers understand the principles behind lubricant selection. It reviews the functions of additives, such as friction modifiers, antiwear additives, viscosity modifiers, corrosion inhibitors, oxidation inhibitors, dispersants, and detergents. The article discusses the physical properties of liquid lubricants and the performance characteristics of lubricants. It describes the most common lubricant categories and provides information on the health and safety aspects of using liquid lubricants. The article concludes with a discussion on the lubricant-application method that plays a vital role in how the lubricant functions.

Rolling-element bearings use rolling elements interposed between two raceways, and relative motion is permitted by the rotation of these elements. This article presents an overview of bearing materials, bearing-load ratings, and an examination of failed bearings. Rolling-element bearings are designed on the principle of rolling contact rather than sliding contact; frictional effects, although low, are not negligible, and lubrication is essential. The article lists the typical characteristics and causes of several types of failures. It describes failure by wear, failure by fretting, failure by corrosion, failure by plastic flow, failure by rolling-contact fatigue, and failure by damage. The article discusses the effects of fabrication practices, heat treatment and hardness of bearing components, and lubrication of rolling-element bearings with a few examples.

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.

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.