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.

This chapter concerns itself with the tribology of ceramics, cermets, and cemented carbides. It begins by describing the composition and friction and wear behaviors of aluminum oxide, silicon carbide, silicon nitride, and zirconia. It then compares and contrasts the microstructure, properties, and relative merits of cermets with those of cemented carbides.

This chapter covers the friction and wear behaviors of carbon, alloy, and tool steels. It begins a review of commercially available shapes and forms. It then describes the metallurgy and microstructure of various designations and grades of each type of steel and explains how it affects their performance in adhesive and abrasive wear applications and in environments where they are subjected to solid particle, droplet, slurry, and cavitation erosion and fretting damage.

The wear caused by contact stress fatigue is the result of a wide variety of mechanical forces and environments. This chapter discusses the characteristics of four types of contact stress fatigue on mating metal surfaces: surface, subsurface, subcase, and cavitation. Features and corrective actions for these contact stress fatigue are discussed. The chapter also lists some possible ways to reduce the cavitation fatigue problem.

This chapter discusses the causes and effects of wear along with prevention methods. It covers abrasive, erosive, erosion-corrosion, grinding, gouging, adhesive, and fretting wear. It also discusses various forms of contact-stress fatigue, including subsurface-origin fatigue, surface-origin fatigue, subcase-origin fatigue (spalling fatigue), and cavitation fatigue.

This chapter reviews the types of friction that are of concern in tribological systems along with their associated causes and effects. It discusses some of the early discoveries that led to the development of friction laws and the understanding that friction is a system effect that can be analyzed based on energy dissipation. It describes the stick-slip behavior observed in wiper blades, the concept of asperities, and the significance of the shape, lay, roughness, and waviness of surfaces in sliding contact. It explains how friction forces are measured and how they are influenced by speed, load, and operating environment. It also covers rolling contact and fluid friction and the effect of lubrication.

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.

One of the rotor bearings in an electric motor failed, producing excessive vibrate. The bearing was removed and disassembled, revealing craters and bruises on the inner ring raceway and balls along with evidence of melting and burning of metal. Scanning electron microscopy revealed metal particles near the craters, and energy-dispersive x-ray analysis showed that slivers recovered from the grease had the same composition as the bearing raceway and balls. Based on these observations, it was concluded that the bearing failed due to electrostatic discharge, which would have led to seizure if it continued. The report recommends the use of electrically conductive grease and proper grounding practices.

This chapter presents the purpose, design, and function of a gear. It also presents the basic stresses applied to a gear tooth. The chapter provides an overview on the bending strength and characteristics of the gear tooth.

This chapter discusses the processes and procedures involved in tribotesting, the significance of test parameters and conditions, and practical considerations including test metrics and measurements and the interpretation of wear damage. It also describes the different types of erosion tests in use and common approaches for adhesive wear and abrasion testing.

This chapter describes the classification of steels and the various compositional categories of commercial steel products. It explains how different alloying elements affect the properties of carbon and low-alloys steels and discusses strength, toughness, and corrosion resistance and how to improve them.

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 article discusses the composition, properties, and behaviors of zinc and its alloys. It explains where cast and wrought zinc alloys are used, describes commercial designations and grades, and discusses the effect of various alloying elements on properties and performance.

Steels contain a wide range of elements, including alloys as well as residual processing impurities. This chapter describes the chemical composition of low-alloy AISI steels, which are classified based on the amounts of chromium, molybdenum, and nickel they contain. It explains why manganese is sometimes added to steel and how unintended consequences, such as the development of sulfide stringers, can offset the benefits. It also examines the effect of alloying elements on the iron-carbon phase diagram, particularly their effect on transformation temperatures.

This chapter provides a practical overview of the tools and techniques used to assess the tribological aspects of metal forming processes. It describes test methods that have been developed to evaluate bulk deformation and sheet metal forming processes along with lubricant rheology, friction forces, and stress and strain distributions. It explains how to measure temperature between tooling and workpiece surfaces as well as surface topography and composition, film thickness, and wear. It also discusses the benefits of reduced-scale and simulation testing and the transfer of results from one process to another.

This chapter reviews the basic theory of lubrication in the context of metal forming applications. It discusses the rheological properties of fluids and their effect on fluid-film thickness at pressures, temperatures, and loading conditions typical of metal working processes. It describes the three lubrication regimes (boundary, mixed, and hydrodynamic) of a Stribeck curve and the forces that maintain surface separation. It also discusses mixed, elastohydrodynamic, plastohydrodynamic, and solid or semi-solid lubrication, the effects of starvation and frictional instabilities, and the role of elastic deflection and ultrasonic vibration.

Gears can fail in many different ways, and except for an increase in noise level and vibration, there is often no indication of difficulty until total failure occurs. This chapter begins with the classification of gear failure modes, followed by sections discussing the characteristics of various fatigue failures. Then, it provides information on the modes of impact fractures, wear, scuffing, and stress rupture. Next, the chapter describes the causes of gear failures and discusses the processes involved in conducting the failure analysis. Finally, the chapter presents examples of gear failure analysis.