This chapter covers the tribological properties of different types of oil, greases, solid lubricants, and metalworking and traction fluids. It explains how lubricants are made, how they work, and how they are applied and tested. It also discusses the fundamentals of lubrication and friction control, the relationship between viscosity and breakaway friction, and the factors that affect load-carrying capacity and service life.

This chapter reviews the knowledge of the field of gear tribology and is intended for both gear designers and gear operators. Gear tooth failure modes are discussed with emphasis on lubrication-related failures. The chapter is concerned with gear tooth failures that are influenced by friction, lubrication, and wear. Equations for calculating lubricant film thickness, which determines whether the gears operate in the boundary, elastohydrodynamic, or full-film lubrication range, are given. Also, given is an equation for Blok's flash temperature, which is used for predicting the risk of scuffing. In addition, recommendations for lubricant selection, viscosity, and method of application are discussed. The chapter discusses in greater detail the applications of oil lubricant. Finally, a case history demonstrates how the tribological principles discussed in the chapter can be applied practically to avoid gear failure.

Cleaning procedures serve to remove scale, tarnish films, and other contaminants that form or are otherwise deposited on the surface of titanium during processing operations such as hot working and heat treatment. This chapter explains what makes titanium susceptible to the formation of scale and how it can be removed via belt grinding, abrasive blasting, and molten salt descaling baths. It also discusses the role of acid pickling, barrel finishing, polishing, and buffing as well as the use of chemical conversion coatings and protective platings.

This chapter covers common types of erosion, including droplet, slurry, cavitation, liquid impingement, gas flow, and solid particle erosion, and major types of wear, including abrasive, adhesive, lubricated, rolling, and impact wear. It also covers special cases such as galling, fretting, scuffing, and spalling and introduces the concepts of tribocorrosion and biotribology.

This chapter provides information on the biennial International Wear of Materials Conference, which is the inspiration for this book. It reviews the fundamentals of tribology, tribosystems, and related terminology. The glossary at the end of this chapter is intended to familiarize readers with some of the fundamental tribology terms that will be repeated throughout this book.

Organic coatings (paints and plastic or rubber linings), metallic coatings, and nonmetallic inorganic coatings (conversion coatings, cements, ceramics, and glasses) are used in applications requiring corrosion protection. These coatings and linings may protect substrates by three basic mechanisms: barrier protection, chemical inhibition, and galvanic (sacrificial) protection. This chapter begins with a section on organic coating and linings, providing a detailed account of the steps involved in the coating process, namely, design and selection, surface preparation, application, and inspection and quality assurance. The next section discusses the methods by which metals, and in some cases their alloys, can be applied to almost all other metals and alloys: electroplating, electroless plating, hot dipping, thermal spraying, cladding, pack cementation, vapor deposition, ion implantation, and laser processing. The last section focuses on nonmetallic inorganic coatings including ceramic coating materials, conversion coatings, and anodized coatings.

This appendix is a comprehensive collection of selected sources related to corrosion properties of materials and corrosion testing.

Most integrated titanium mills have primary working equipment designed specifically for titanium. This chapter describes the forging, rolling, and extruding equipment used to produce titanium mill products and sheds light on the corresponding process, structure, property relationships.

This chapter presents the salts used and the process advantages of salt bath nitriding. It describes bath testing and analysis including the materials and equipment, analysis procedure, and determination of sodium carbonate and sodium cyanate for titration testing of the nitriding salt bath. The chapter explains the procedures for maintenance of the salt bath and related equipment. It also discusses safety precautions and design parameters for furnace equipment.

This chapter provides guidelines and insights on the selection of materials, coatings, and treatments for friction and wear applications. It begins with a review of the system nature of tribological effects, the subtleties of friction, and the selection idiosyncrasies of the material systems and lubricants covered in prior chapters. It then presents a systematic approach for selecting tribomaterials, using an automotive fan motor as an example.

This chapter discusses the effect of friction in the context of design. It explains how friction coefficients are determined and how they are used to make sizing and selection decisions. It covers practical issues associated with rolling friction, the use of lubricants, and the tribology of metal, ceramic, and polymer surfaces in contact. It also discusses the nature of rolling friction and provides helpful design guidelines.

Examining and evaluating the nitrided case is generally accomplished by hardness testing and microscopic examination. This chapter discusses both characterization methods, as well as sample preparation. The chapter also discusses the processes involved in the etching of the sample after microhardness testing and provides practices that contribute to the safe preparation of specimens. Examples of nitrided case microstructures, using optical light microscopy, are also presented.

This chapter focuses on the effects of microscopic organisms and the by-products they produce on the electrochemical corrosion of metals. It begins by considering the characteristics of organisms that allow them to interact with the corrosion processes, the mechanisms by which organisms can influence the occurrence or rate of corrosion, and the types of corrosion most often influenced by microbes. The chapter then discusses the formation of biofilms on the surface of metals. This is followed by a list of industries most often reported as being affected by microbiological corrosion, along with the organisms usually implicated in the attack. The types of attack that have most commonly been documented are illustrated through generalized case histories for different classes of alloys. The chapter also describes the general approaches to be taken to prevent microbiologically influenced corrosion. It ends with some information on the inhibition of corrosion by the action of bacteria.

This chapter covers the tribological properties of stainless steel and other corrosion-resistant alloys. It describes the metallurgy and microstructure of the basic types of stainless steel and their suitability for friction and wear applications and in environments where they are subjected to liquid, droplet, and solid particle erosion. It also discusses the tribology of nickel- and cobalt-base alloys as well as titanium, zinc, tin, aluminum, magnesium, beryllium, graphite, and different types of wood.

This chapter describes the nine steps of a failure investigation. The steps add detail to the problem-solving process introduced in Chapter 3. The first five steps are (1) understanding and negotiating the investigation goals, (2) obtaining an understanding of the failure, (3) objectively and clearly identifying all possible root causes, (4) evaluating the likelihood of each root cause, and (5) converging on the most likely root cause(s). Many failure investigations stop at this point, but significant value is provided in the next four steps, which are (6) identifying all possible corrective actions, (7) evaluating each corrective action, (8) selecting the optimal corrective action(s), and (9) evaluating the effectiveness of each corrective action. Each step is discussed in detail with examples along with information on the procedures to be followed and resources needed for the investigation.

This chapter is a detailed account of the general characteristics and effects of and the methods for preventing or reducing different categories of wear failures, namely abrasive (erosive, grinding, and gouging), adhesive, and fretting wear.

This chapter discusses three measurements parameters: temperature, strain, and magnetic field strength. It stresses the measurement of temperature because it is the primary variable in nearly all low-temperature material properties. The chapter contains information on methods and auxiliary materials. Areas of frequent concern, such as thermal contact, heat leak, thermal anchoring, thermal conductivity of greases, insulators, lead wires, ground loops, and feedthroughs are also reviewed. The chapter provides an overview and historical development of temperature scales because the practical use of all thermometers is associated with some approximation of the thermodynamic temperature scale. A short section is devoted to types of temperature measuring devices. The characteristics of commercially available resistance-type strain gauges at low temperatures are stressed.

This chapter covers a wide range of finishing and coating operations, including cleaning, honing, polishing and buffing, and lapping. It discusses the use of rust-preventative compounds, conversion coatings, and plating metals as well as weld overlay, thermal spray, and ceramic coatings and various pack cementation and deposition processes. It also discusses the selection and use of industrial paints and paint application methods.

This chapter describes the equipment and processes used to form titanium alloy parts. It discusses the advantages and disadvantages of hot and cold forming, the factors that influence formability, and the effect of forming temperature and lubricants. It describes common processes, including brake forming, stretch forming, deep drawing, and spin forming as well as roll forming, drop-hammer forming, tube bulging and bending, and superplastic forming. It also discusses dimpling and joggling and the use of hot sizing to correct springback.

This chapter outlines the step-by-step processes by which materials are selected in order to prevent or control corrosion and includes information on materials that are resistant to the various forms of corrosion. The various forms of corrosion covered are general (uniform) corrosion, localized corrosion, galvanic corrosion, intergranular corrosion, stress-corrosion cracking, hydrogen damage, and erosion-corrosion. In addition, the economic importance of cost-effective materials selection is also considered.