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Series: ASM Handbook
Volume: 11A
Publisher: ASM International
Published: 30 August 2021
DOI: 10.31399/asm.hb.v11A.a0006806
EISBN: 978-1-62708-329-4
... 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...
Abstract
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.
Series: ASM Handbook Archive
Volume: 11
Publisher: ASM International
Published: 01 January 2002
DOI: 10.31399/asm.hb.v11.a0001809
EISBN: 978-1-62708-180-1
... capacity lubricants rotating shaft sliding bearings squeeze-film lubrication surface roughness MECHANICAL DEVICES usually contain some moving parts. Bearings are usually provided where a specific spatial relationship (alignment) must be maintained between the parts or where a force...
Abstract
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.
Series: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006424
EISBN: 978-1-62708-192-4
... ). At the lower speeds more typical of mechanical presses, upsetters, and hydraulic presses, oil-base lubricants are needed. High viscosity alone can ensure film formation, but a high speed is needed when viscosity is low. Whenever η V is high enough, the squeezed film reduces friction to typically μ = 0.05...
Abstract
Both hot and cold forgings are batch-type processes in which steady-state conditions are never fully achieved and the initial lubricant supply must perform adequately for the duration of the operation. This article discusses methods to measure lubricant effectiveness and wear. It describes the mixed-film lubrication and solid film lubrication in cold forging, as well as solid film lubrication and thick film lubrication in hot forging. The article reviews the factors affecting abrasive wear: die hardness, workpiece temperature, and lubrication and die temperature. It concludes with information on ways to improve resistance to abrasive wear.
Series: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006401
EISBN: 978-1-62708-192-4
... is mostly due to the reluctance of the viscous liquid to be squeezed out from the system. Many bearings, including those that are used for reciprocating motion, depend on such squeeze-film lubrication. Designers rely on the squeeze-film action for plain bearings that are subjected to impact loading ( Ref 26...
Abstract
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.
Book Chapter
Lubricants and Their Applications in Forging
Available to PurchaseSeries: ASM Handbook
Volume: 14A
Publisher: ASM International
Published: 01 January 2005
DOI: 10.31399/asm.hb.v14a.a0004032
EISBN: 978-1-62708-185-6
... stress, and surface expansion are higher, and this combined effect reduces the friction at high speed. Competing with the squeeze-film effect is lubricant breakdown due to oxidation and thermal decomposition ( Fig. 5 ). Fig. 5 Schematic illustration of the combined effects of deformation speed...
Abstract
This article lists functions of lubricants common to the majority of applications and processes. It discusses the lubricant candidates widely used in forging: conversion coatings with soaps (stearate compounds) and molybdenum disulfide for cold forging; oil-based thick, film oil or polymerbased lubricants and molybdenum disulfide for warm application; graphite suspensions in oil or water for hot forging steels; and glass films for titanium and superalloys hot forgings. The article describes the applications of lubricants in warm extrusion and forging, hot forging of steel, hot forging of aluminum, isothermal and hot die forging, and the extrusion of steel.
Book Chapter
Fundamentals of Tribology in Metal Forming
Available to PurchaseSeries: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006370
EISBN: 978-1-62708-192-4
... in manufacturing processes. The article concludes with information on the main categories of tool and die materials used for a variety of manufacturing application. friction dry forming metal forming cold working hot working surface flattening lubricant film thickness isothermal forging heat transfer...
Abstract
This article describes friction force as a function of normal force in dry forming. It focuses on metal forming operations usually classified as cold working and hot working based on metallurgical considerations. The article discusses surface flattening and roughening of workpiece asperities in metal forming. It presents advanced tribology models and results for friction in isothermal forging operations in which the tooling is maintained at a temperature close to that of the workpiece. The article provides information on heat transfer models. It discusses the effect of wear in manufacturing processes. The article concludes with information on the main categories of tool and die materials used for a variety of manufacturing application.
Book Chapter
Wear and Lubrication of Sheet-Metal Forming Dies
Available to PurchaseSeries: ASM Handbook
Volume: 14B
Publisher: ASM International
Published: 01 January 2006
DOI: 10.31399/asm.hb.v14b.a0005179
EISBN: 978-1-62708-186-3
... of a liquid lubricant, a squeeze film develops. Contact is made at the highest point; in stretching over a hemispherical punch, there is no sliding at this point ( Fig. 6 ). Away from it, sliding distance and velocity increase at a rate proportional to the distance, if friction is low. With high friction...
Abstract
This article introduces process factors that influence die wear and lubrication for metal forming operations such as bending, spinning, stretching, deep drawing, and ironing. It discusses the effects of part shape, sheet thickness, tolerance requirements, sheet metal, and lubrication on shallow forming dies. The article describes the wear of material for dies to draw round and square cup-shaped metal parts in a press. It also discusses the effect of process conditions on the shallow forming dies.
Book Chapter
Friction, Lubrication, and Wear of Gears and Wind-Turbine Components
Available to PurchaseSeries: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006354
EISBN: 978-1-62708-192-4
..., relative motion of extremely small amplitude. Under these conditions, lubricant squeezes from between the surfaces, and motion of the surfaces is too small to replenish the lubricant. Natural oxide films that typically protect surfaces are disrupted, permitting metal-to-metal contact and causing adhesion...
Abstract
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.
Series: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006398
EISBN: 978-1-62708-192-4
... that due to variation in magnitude of the load, the location of the journal center continuously changes and an additional lubrication mechanism, termed squeeze film lubrication, occurs. Fig. 7 Schematic diagram of dynamically loaded journal bearing. Source: Ref 9 Apart from radial sliding...
Abstract
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.
Series: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006371
EISBN: 978-1-62708-192-4
... process through which it ends up sliding on itself. This is the reason, after all, for its very low friction property. If the PTFE transfer film is displaced due to unfavorable contact conditions (e.g., by using water as lubricant), friction and wear will significantly increase. Mechanical Seals...
Abstract
Seals are mechanical components that prevent the leakage, diffusion, transfer, or mixing of different liquid, gas, solid, and multiphasic substances. This article begins by discussing the classifications of seals: static and dynamic. Static seals involve both self-energizing elastomeric materials such as O-rings, which merely react to a sealed fluid pressure, and passive materials that require clamping forces to achieve sealing, such as gaskets. The types of dynamic seals include rotary seals and reciprocating seals. The article describes the factors affecting seal wear and failure. It provides a list of some common seal wear modes and failures, namely abrasion, cavitation damage, chemical attack, compression set, corrosion, damage during abrupt decompression, dieseling damage, extrusion damage, installation damage, spiral or rolling damage, and vaporization damage. The article concludes with specific recommendations for reducting of seal friction and wear.
Book Chapter
Tribology of Power Train Systems
Available to PurchaseSeries: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006399
EISBN: 978-1-62708-192-4
...-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...
Abstract
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.
Book Chapter
Introduction to Tribology and Tribological Parameters
Available to PurchaseSeries: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006403
EISBN: 978-1-62708-192-4
... or semifluid lubricants, but the shear properties of lubricant are critical to performance as well. The use of liquid or gas lubricants is known as fluid-film lubrication. Fluid-film lubrication depends on a number of factors, including load, speed, lubricant viscosity, contact geometry, and surface...
Abstract
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.
Book Chapter
Lubrication and Wear in Sheet Forming
Available to PurchaseSeries: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006425
EISBN: 978-1-62708-192-4
..., a lubricant is at the transition where the pressure is low. In zone 5, this is a severe sliding condition under circumferential compression, bending and unbending, causing high pressure. In zone 6, a lubricant is trapped by the squeeze-film effect due to the thickening of the flange, causing a wedge...
Abstract
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.
Series: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006365
EISBN: 978-1-62708-192-4
... lubricants. On the other hand, with a change in surface topography, contact conditions can be altered, resulting in different tribological behavior. Many machine components operate under boundary or mixed-lubrication conditions, where the lubrication film is too thin to fully separate the rubbing...
Abstract
This article provides an overview of surface-texturing techniques. It describes the texturing parameters, namely, shape, depth, and width of the textured pattern, its aspect ratio (depth over width), texture area density, and orientation. The article explains the effect of these parameters on tribological behavior of textured surfaces. It provides information on various modeling approaches for surface texture. The article also discusses the beneficial effect of surface texturing.
Book Chapter
Lubrication and Wear in Rolling
Available to PurchaseSeries: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006422
EISBN: 978-1-62708-192-4
... is only a small fraction of the roll circumference and keeps moving around. Furthermore, in four-high and multiroll mills, work roll surface and lubricant film are further modified by contact between the work rolls and backup rolls ( Fig. 2b , c ). Lubrication mechanisms in cold rolling depend...
Abstract
Rolling is the process of reducing the thickness or changing the cross section of a workpiece by compressive forces applied through a set of rolls. This article emphasizes flat rolling and illustrates basic flat-rolling process used to reduce the thickness of a rectangular cross section. It provides a discussion on hot rolling, cold rolling, and warm rolling, as well as lubrication in rolling. The article reviews the lubrication for iron-base and nickel-base materials, light metals, copper-base alloys, and titanium alloys. It discusses the wear mechanism in rolling: abrasion, adhesion, and fatigue, as well as oxidative and corrosive wear. Surface modification techniques, such as hardening by induction heat treating, weld overlay, thermal spray coating, coating via physical vapor deposition (PVD), and laser surface treatment, are also discussed for improving roll service life.
Series: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006380
EISBN: 978-1-62708-192-4
... or if oxides or thin films did not significantly play a role in lubricating the surfaces. Clearly, adhesion can dominate wear of metals or polymers under lubricant-starved conditions. Examples of the effects of adhesion include the seizure of a shaft in a bearing, transfer of one material to its sliding...
Abstract
This article provides a broad overview of sliding and adhesive wear, its processes, and its control, with special attention to three general classes of materials: metals, ceramics, and polymers. It discusses the ways in which materials can be damaged and removed during sliding contact. The article explains the physical and chemical nature of sliding surfaces. It presents wear equations, design criteria, and criteria for selection of materials. The article also describes the factors that affect wear performance of hybrid sliding systems. It concludes by providing general guidelines to prevent the sliding and adhesive wear in metals, polymers, and ceramics.
Series: ASM Handbook
Volume: 20
Publisher: ASM International
Published: 01 January 1997
DOI: 10.31399/asm.hb.v20.a0002474
EISBN: 978-1-62708-194-8
... depends on the ability of the lubricant to coat or react with the surface. With fluids it is possible to generate thicker films as a result of squeeze film effects in the fluid. As a result of these effects it is sometimes possible to achieve complete separation of the surfaces, which virtually eliminates...
Abstract
Wear is the damage to a solid surface as a result of relative motion between it and another surface or substance. This article discusses the four general ways by which a material can wear, namely, adhesive wear, abrasive wear, fatigue or fatigue-like wear, and corrosive wear. It tabulates the operational classification of wear situations and describes the relationship between wear or wear rate and design parameters. The article reviews the effect of lubrication on wear behavior and the types of lubricants. It illustrates some fundamental criteria that can be applied in the selection of a material for wear applications. The article explains four elements of wear design, such as system analysis, modeling, data gathering, and verification. It concludes with a discussion on the design approach for low-wear computer peripherals.
Book Chapter
Corrosion Inhibitors for Oil and Gas Production
Available to PurchaseSeries: ASM Handbook
Volume: 13A
Publisher: ASM International
Published: 01 January 2003
DOI: 10.31399/asm.hb.v13a.a0003699
EISBN: 978-1-62708-182-5
... bacteria-induced corrosion CORROSION INHIBITORS historically used in the oil field can be grouped into several common types or mechanistic classes: passivating, vapor phase, cathodic, anodic, film forming, neutralizing, and reactive. The common material of construction in oil and gas production...
Abstract
The inhibitors currently in use are generally complex mixtures of reaction products and have been formulated to meet the demands of a very competitive industry. This article discusses these demands on inhibitor formulation. The varying characteristics and number of organic inhibitors are explained by the varying characteristics of oil wells and gas wells. Water injection systems and pipelines are also discussed. The article describes the factors that influence the corrosivity of produced fluids and the various treatments applicable for oil, gas, and pumping wells. It examines the primary causes of corrosion inhibition in waterfloods: oxygen contamination and acid gases dissolved in the brine. A discussion on the bacteria-induced corrosion is provided. The article also explains various tests available for field corrosion monitoring. It details the methods used to monitor corrosion rates and inhibitor effectiveness. The article concludes information on the computerization of inhibitor treating programs.
Book Chapter
Friction, Lubrication, and Wear of Internal Combustion Engine Parts
Available to PurchaseSeries: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006427
EISBN: 978-1-62708-192-4
... time. Direct gasoline injection, which can occur during the intake stroke, has increased the interaction of the fuel with the lubricating oil, e.g. in the dilution of the lubricant by the fuel impinging on the lubricant film on the cylinder wall ( Ref 2 , 3 ), and thus affects the friction and wear...
Abstract
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.
Series: ASM Handbook
Volume: 18
Publisher: ASM International
Published: 31 December 2017
DOI: 10.31399/asm.hb.v18.a0006362
EISBN: 978-1-62708-192-4
... rolling-element bearings. Lubricant compressibility is the primary reason for this. Under dynamic loads, lubricant compression reduces squeeze-film energy dissipation that would otherwise occur and produces a small time delay between the application of the dynamic load and a new equilibrium pressure...
Abstract
This article describes the characteristics of three types of gas bearings, such as aerostatic bearing, precision aerodynamic bearing (PAB), and compliant aerodynamic bearing (CAB). It discusses the applications for aerostatic bearings and advantages in lubricating a bearing with a compressible gas. The article also describes the different types of aerostatic bearings, such as annular thrust bearings and orifice-compensated journal bearings. It presents a discussion on load capacity and stiffness, friction and power loss, and stability and damping of the aerostatic bearings. The article provides a discussion on the types of PAB and CAB. The types include spiral groove annular thrust bearings, cylindrical journal bearings, three-sector journal bearings, tilting-pad journal bearings, and helical-grooved journal bearings. The types of CAB include foil bearings and pressurized-membrane bearings. The article concludes with a description of factors that influence materials selection for gas-lubricated bearings.
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