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Test Facility Simulation Results for Aerospace Loss-of-Lubrication of Spur Gears

Prior to receiving airworthiness certification, extensive testing is required during the development of rotary wing aircraft drive systems. Many of these tests are conducted to demonstrate the drive system's ability to operate at extreme conditions, beyond that called for in the normal to maximum power operating range. One of the most extreme tests is referred to as the loss-of-lubrication or run dry test. During this test, the drive system is expected to last at least 30 min without failure while the primary lubrication system is disabled for predetermined, scripted flight conditions. Failure of this test can lead to a partial redesign of the drive system or the addition of an emergency lubrication system. Either of these solutions can greatly increase the aircraft drive system cost and weight and extend the schedule for obtaining airworthiness certification. Recent work at NASA Glenn Research Center focused on performing tests, in a relevant aerospace environment, to simulate the behavior of spur gears under loss-of-lubrication conditions. Tests were conducted using a test facility that was used in the past for spur gear contact fatigue testing. A loss-oflubrication test is initiated by shutting off the single into mesh lubricating jet. The test proceeds until the gears fail and can no longer deliver the applied torque. The observed failures are typically plastically deformed gear teeth, due to the high tooth temperatures, that are no longer in mesh. The effect of several different variables to gear tooth condition during loss-of-lubrication have been tested such as gear pitch, materials, shrouding, lubrication condition, and emergency supplied mist lubrication in earlier testing at NASA. Recent testing has focused on newer aerospace gear steels and imbedding thermocouples in the shrouding to measure the air-oil temperatures flung off the gear teeth. Along with the instrumented shrouding, an instrumented spur gear was also tested. The instrumented spur gear had five thermocouples installed at different locations on the gear tooth and web. The data from these two types of measurements provided important information as to the thermal environment during the loss-of-lubrication event. This data is necessary to validate on-going modeling efforts.

Gears↗

Determining the Thermal Properties of Space Lubricants

Many mechanisms used in spacecrafts, such as satellites or the space shuttle, employ ball bearings or gears that need to be lubricated. Normally this is not a problem, but in outer space the regular lubricants that are used on Earth will not function properly. Regular lubricants will quickly vaporize in the near vacuum of space. A unique liquid called a perfluoropolyalkylether (PFPE) has an extremely low vapor pressure, around l0(exp -10) torr at 20 C, and has been used in numerous satellites and is currently used in the space shuttle. Many people refer to the PFPEs as "liquid Teflon". PFPE lubricants however, have a number of problems with them. Lubricants need many soluble additives, especially boundary and anti-wear additives, in them to function properly. All the regular known boundary additives are insoluble in PFPEs and so PFPEs lubricate poorly under highly loaded conditions leading to many malfunctioning ball bearings and gears. JAXA, the Japanese Space Agency, is designing and building a centrifuge rotor to be installed in the International Space Station. The centrifuge rotor is part of a biology lab module. They have selected a PFPE lubricant to lubricate the rotor s ball bearings and NASA bearing experts feel this is not a wise choice. An assessment of the centrifuge rotor design is being conducted by NASA and part of the assessment entails knowing the physical and thermal properties of the PFPE lubricant. One important property, the thermal diffusivity, is not known. An experimental apparatus was set up in order to measure the thermal diffusivity of the PFPE. The apparatus consists of a constant temperature heat source, cylindrical Pyrex glassware, a thermal couple and digital thermometer. The apparatus was tested and calibrated using water since the thermal diffusivity of water is known.

Maldonado, Christina M.↗

Influence of liquid lubricant properties on their performance

The influence of lubricant properties on performance is considered in connection with various mechanisms of lubrication. The effects of temperature and pressure on viscosity, which is important in hydrodynamic and elastohydrodynamic lubrication, is presented using a correlation postulated by Roelands. Under elastohydrodynamic conditions it is important to distinguish between the influence of lubricant properties within the inlet region and the Hertz region since each performs different functions. The role of lubricant transport properties such as surface tension is considered in connection with lubricant starvation. Since the lubrication of practical surfaces usually involves boundary as well as hydrodynamic mechanisms, both the chemical and physical properties significantly influence the lubricant's performance.

Wedeven, V.↗

Status of New Direction of Liquid Lubricants

The status of liquid lubricants is discussed. Liquid lubricants which continue to be the predominant form of lubrication for machinery are discussed. Petroleum base lubricants comprise a very high percentage of the liquid lubricants in use today. There is a significant movement toward synthetic lubricants driven by crude oil problems coupled with improved additive response, and low temperature performance for the synthetics. Lubricant degradation mechanisms are included for guidance in the selection of lubricant and additive types.

Klaus, E. E.↗

Evaluation of advanced lubricants for aircraft applications using gear surface fatigue tests

Surface pitting fatigue life tests were conducted with five lubricants, using spur gears made from a single lot of consumable-electrode vacuum melted (CVM) AISI 9310 steel. The gears were case carbonized and hardened to a Rockwell c-60 and finish ground. The gear pitch diameter was 8.89 cm. The lot of gears was divided into five groups, each of which was tested with a different lubricant. The test lubricants can be classified as synthetic polyol-esters with various viscosities and additive packages. Test conditions included bulk gear temperature of 350 K, a maximum Hertz stress of 1.71 GPa (248 ksi) at the pitch line, and a speed of 10,000 RPM. The lubricant with a viscosity that provided a specific film thickness greater than one and with an additive package produced far greater gear surface fatigue lives than lubricants with a viscosity that provided specific film thickness less than one. A low viscosity lubricant with an additive package produced gear surface fatigue lives equivalent to a similar base stock lubricant with 30 percent higher viscosity, but without an additive package. Lubricants with the same viscosity and similar additive packages gave equivalent gear surface fatigue lives.

Townsend, Dennis P.↗

Evaluation of advanced lubricants for aircraft applications using gear surface fatigue tests

Surface pitting fatigue life tests were conducted with five lubricants, using spur gears made from a single lot of consumable-electrode vacuum melted (CVM) AISI 9310 steel. The gears were case carbonized and hardened to a Rockwell c-60 and finish ground. The gear pitch diameter was 8.89 cm. The lot of gears was divided into five groups, each of which was tested with a different lubricant. The test lubricants can be classified as synthetic polyol-esters with various viscosities and additive packages. Test conditions included bulk gear temperature of 350 K, a maximum Hertz stress of 1.71 GPa (248 ksi) at the pitch line, and a speed of 10,000 RPM. The lubricant with a viscosity that provided a specific film thickness greater than one and with an additive package produced far greater gear surface fatigue lives than lubricants with a viscosity that provided specific film thickness less than one. A low viscosity lubricant with an additive package produced gear surface fatigue lives equivalent to a similar base stock lubricant with 30 percent higher viscosity, but without an additive package. Lubricants with the same viscosity and similar additive packages gave equivalent gear surface fatigue lives.

Townsend, Dennis P.↗

Liquid lubrication for space applications

Reviewed here is the state of the art of liquid lubrication for space applications. The areas discussed are types of liquid lubrication mechanisms, space environmental effects on lubrication, classification of lubricants, liquid lubricant additives, grease lubrication, mechanism materials, bearing anomalies and failures, lubricant supply techniques, and application types and lubricant needs for those applications.

Fusaro, Robert L.↗

Liquid lubrication for space applications

Reviewed here is the state of the art of liquid lubrication for space applications. The areas discussed are types of liquid lubrication mechanisms, space environmental effects on lubrication, classification of lubricants, liquid lubricant additives, grease lubrication, mechanism materials, bearing anomalies and failures, lubricant supply techniques, and application types and lubricant needs for those applications.

Fusaro, Robert L.↗

Comparison Between Oil-mist and Oil-jet Lubrication of High-speed, Small-bore, Angular-contact Ball Bearings

Parametric tests were conducted with an optimized 35-mm-bore-angular-contact ball bearing on a high-speed, high-temperature bearing tester. Results from both air-oil mist lubrication and oil-jet lubrication systems used to lubricate the bearing were compared to speeds of 2.5 x 10(exp 6) DN. The maximum obtainable speed with air-oil mist lubrication is 2.5 x 10(exp 6) DN. Lower bearing temperatures and higher power losses are obtained with oil-jet lubrication than with air-oil mist lubrication. Bearing power loss is a direct function of oil flow to the bearing and independent of oil delivery system. For a given oil-flow rate, bearing temperature and power loss increase with increases in speed. Bearing life is an inverse function of temperature, the difference in temperature between the individual bearing ring components, and the resultant elastohydrodynamic (EHD) film thicknesses. Bearing life is independent of the oil delivery system except as it affects temperature. Cage slip increased with increases in speed. Cage slip as high as 7 percent was measured and was generally higher with air-oil mist lubrication than with oil-jet lubrication.

Pinel, Stanley I.↗

Comparison Between Oil-Mist and Oil-Jet Lubrication of High-Speed, Small-Bore, Angular-Contact Ball Bearings

Parametric tests were conducted with an optimized 35-mm-bore-angular-contact ball bearing on a high-speed, high-temperature bearing tester. Results from both air-oil mist lubrication and oil-jet lubrication systems used to lubricate the bearing were compared to speeds of 2.5x10(exp 6) DN. The maximum obtainable speed with air-oil mist lubrication is 2.5x10(exp 6) DN. Lower bearing temperatures and higher power losses are obtained with oil-jet lubrication than with air-oil mist lubrication. Bearing power loss is a direct function of oil flow to the bearing and independent of oil delivery system. For a given oil-flow rate, bearing temperature and power loss increase with increases in speed. Bearing life is an inverse function of temperature, the difference in temperature between the individual bearing ring components, and the resultant elastohydrodynamic (EHD) film thicknesses. Bearing life is independent of the oil delivery system except as it affects temperature. Cage slip increased with increases in speed. Cage slip as high as 7% was measured and was generally higher with air-oil mist lubrication than with oil-jet lubrication.

Pinel, Stanley I.↗

Fabrication and durability characterization of superhydrophobic and lubricant-infused surfaces

Hypothesis: Practical applications of non-wetting surfaces require good mechanical durability in the wet environments for which they are intended to be used. Durability of non-wetting surfaces is influenced by the surface features, interaction with the functionalization agent, and the lubricant properties that can be tuned independently to identify optimal combination. Experiments: In this study, superhydrophobic and lubricant-infused surfaces are fabricated on copper tubes using chemical etching and electrodeposition texturing techniques, six different functionalizing agents, and five different infused lubricants. Through 180 fabrication combinations and 102 durability tests, each parameter is systematically studied for contributions to initial non-wetting behavior and its durability in heated, wet environment, under high-energy water jet impingement, and under accelerated flow conditions. Findings: Among the adsorbing and curing functionalization agents investigated, n-Hexadecyl mercaptan that belongs to the sulfhydryl group and Sylgard-184, respectively, showed high durability in heated water immersion and under jet impingement tests. For lubricant-infused surfaces, lubricants with high surface tension demonstrated high durability in heated water immersion test, whereas durability in hydrodynamic conditions is closely correlated to lubricant viscosity. Results showed that a lubricant-infused surface will maintain its non-wetting properties in dropwise condensation conditions for approximately 1.5 years.

36 MATERIALS SCIENCE↗

The quest for efficient oxygenated fuels: Examining interactions between lubricant components and oxygenates

This work empirically evaluated oxygenated blendstock-lubricant compatibility using a novel but simple method. The reactivity or compatibility was evaluated via gas chromatograph equipped with a flame ionization detector (GC-FID) before and after heating for 2h at 150 °C, which would roughly mimic conditions encountered in the combustion chamber of an Spark Ignition (SI) or Compression-Ignition (CI) engine. Five oxygenate blendstocks spanning several functional groups and chain lengths (prenol, isoprenol, butyl acetate, isohexanol, polyoxymethylene dimethyl ethers) were evaluated in a base fuel with nine variations of lubricant components of controlled concentrations, including fully formulated commercial lubricants. Baseline comparative examples were also generated, to decouple the effect of the oxygenate on the mixture, by heating only the base fuel with the lubricant component. Results demonstrate the relative compatibility between noted lubricants and oxygenates in base fuel upon heating. This was illustrated by minimal to no changes in the GC-FID traces. However, reactions of several of the chosen lubricants, especially Molybdenum di (2-ethylhexyl) phosphorodithioate (Molyvan L) and zinc dialkyldithiophosphate (ZDDP), with prenol and polyoxymethylene dimethyl ethers blendstocks showed substantial side reactions compared to corresponding baseline examples. Control experiments without oxygenates but comprising the same lubricant components showed no change in the mixture with heating. We concluded the incompatibility is due to the oxygenate and not the components of the base fuel. This preliminary work is valuable in establishing trends as well as provide useful information when a new component is introduced in the fuel.

37 INORGANIC, ORGANIC, PHYSICAL, AND ANALYTICAL CH↗

Slippery Lubricant-Infused Silica Nanoparticulate Film Processing for Anti-Biofouling Applications

Microbial biofilm build-up in water distribution systems can pose a risk to human health and pipe material integrity. The impact is more devastating in space stations and to astronauts due to the isolation from necessary replacement parts and medical resources. As a result, there is a need for coatings to be implemented onto the inner region of the pipe to minimize the adherence and growth of biofilms. Lubricant-infused surfaces has been one such interesting material for anti-biofouling applications in which their slippery property promotes repellence to many liquids and thus prevents bacterial adherence. Textured and porous films are suitable substrate candidates to infuse and contain the lubricant. However, there is little investigation in utilizing a nanoporous thin film as the substrate material for lubricant infusion. A nanoporous film has high porosity within the structure which can promote greater lubricant infusion and retention. The implementation as a thin film structure aids to reduce material consumption and cost. In our study, we utilized a well-studied nanoporous thin film fabricated via layer-by-layer assembly of polycations and colloid silica and calcination for greater stability. The film was further functionalized to promote fluorinated groups upon the surface and pores of the film, which then could interact with a fluorinated lubricant. The pristine nanoporous film was characterized to determine its morphology, thickness, wettability, and porosity. The lubricant-infused film was then tested for its lubricant layer stability upon various washing conditions and its performance against bacterial biofilm adherence as a result of its slippery and thus anti-biofouling property.

biofilm↗

Solid lubricants: A survey

A survey is presented of the most recent developments and trends in the field of solid lubrication. Topics discussed include: a history of solid lubrication, lubricating solids, bonded lubricants, new developments, methods of evaluation, environmental effects, application methods, novel materials, and designs for the use of solid lubricants. Excerpts of solid lubricant specifications and a discussion of contact stresses imposed on specimens in three types of test machines used for the evaluation of solid lubricants are presented.

Campbell, M. E.↗

Lubrication of high-speed, large bore tapered-roller bearings

The performance of 120.65-mm- (4.75-in.-) bore tapered-roller bearings was investigated at shaft speeds up to 15,000 rpm (18,000 DN). Temperature distribution and bearing heat generation were determined as a function of shaft speed, radial and thrust loads, lubricant flow rate, and lubricant inlet temperature. Lubricant was supplied either by jets or by a combination of holes through the cone directly to the cone-rib contact and jets at the roller small-end side. Cone-rib lubrication significantly improved high-speed tapered-roller bearing performance, yielding lower cone-face temperatures and lower power loss and allowing lower lubricant flow rates for a given speed condition. Bearing temperatures increased with increased shaft speed and decreased with increased lubricant flow rate. Bearing power loss increased with increased shaft speed and increased lubricant flow rate.

Parker, R. J.↗

Lubrication of high-speed, large bore tapered-roller bearings

The performance of 120.65-mm bore tapered-roller bearings was investigated at shaft speeds up to 15,000 rpm. Temperature distribution and bearing heat generation were determined as a function of shaft speed, radial and thrust loads, lubricant flow rate, and lubricant inlet temperature. Lubricant was supplied either by jets or by a combination of holes through the cone directly to the cone-rib contact and jets at the roller small-end side. Cone-rib lubrication significantly improved high-speed tapered-roller bearing performance, yielding lower cone-face temperatures and lower power loss and allowing lower lubricant flow rates for a given speed condition. Bearing temperatures increased with increased shaft speed and decreased with increased lubricant flow rate. Bearing power loss increased with increased shaft speed and increased lubricant flow rate.

Parker, R. J.↗

A commentary on solid lubricants and wear resistant solids for use in extreme environments

The need for high temperature tribological coatings and self-lubricating materials in advanced technology is discussed. A qualitative model for the mechanism of solid lubrication is proposed. The model is based upon microscopic observations of the dynamics of third-body solids in lubricated contacts. In this model, the rheology of plastic flow is suggested as a more general criterion for predicting the lubricating potential of a solid material than, for example, a specific crystal structure. Some examples of layer-lattice and nonlayer-lattice solids that lubricate by virtue of their extreme plasticity, film coherence, and adhesion to the lubricated metal are described. Circumstantial evidence for the model is presented for low shear-strength solids at room temperature and for solids such as calcium fluoride that become lubricative only when their brittle-to-ductile transition temperature is exceeded. Some materials considerations in the selection of hard-coat materials for wear control are also presented.

Sliney, H. E.↗

Lubricant Rheology in Concentrated Contacts

A revue of experimental investigations of lubricant behaviour in highly stressed situations shows that a Newtonian model for lubricant rheology is insufficient for explanation of traction behaviour. The oil film build-up, on the other hand, is fairly well predicted using a Newtonian lubricant model except at high slide to roll ratios and at very high loads, where the non-Newtonian behaviour starts to be important already outside the Hertzian contact area. Two main types of experiments are reported: static and dynamic. In static experiments the pressure is typically applied to the lubricant more than a million times longer than in an EHD contact. Depending on the pressure-temperature history of the experiment the lubricant will become a crystallized or amorphous solid at high pressures. In dynamic experiments, where the pressure is applied as short time as in real EHD contacts, the oil is in an amorphous solid state. Depending on the viscosity, time-scale, elasticity of the oil and the bearing surfaces, the oil film pressure, shear strain rate and the type of lubricant, different properties of the oil are important for prediction of shear stresses in the oil. This can be seen from the different proposed models for the lubricant, where it is described as being for instance a Newtonian liquid, an elastic liquid, a plastic liquid and an elastic-plastic solid.

Bo O Jacobson↗