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NASA NTRS1965

Rheology of synovial fluid and its role in joint lubrication

A review of studies by Barnett, Davies, MacConaill, Charnley, Ogston, Sundblad, and others indicates that there exists a tendency to explain the lubricating mechanism existing in synovial joints by either the lubricating properties of synovial fluid or the lubricating properties of the articular surfaces. The proponents of the respective hypothesis attempted to apply either the theory of hydrodynamic lubrication or the theory of boundary lubrication. Neither of these theories, however, can represent the lubrication mechanism in joints; both theories are too crude for this purpose. The nearest approach to reality appears to be represented by more recent elastohydrodynamic theories. It is the aim of this paper to show that both the synovial fluid and the articular cartilage play an important role in the joint lubrication, and that thixotropy of synovial fluid is the key parameter in the lubricating performance of the synovial fluid itself, and of the cartilage whose pores it fills. It will be suggested also that any pathological changes in either the synovial fluid or the articular cartilage, lead to a breakdown of joint lubrication.

LUBRICATION↗

NASA NTRS2014

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↗

NASA NTRS1984

Lubrication of Machine Elements

The understanding of hydrodynamic lubrication began with the classical experiments of Tower and Petrov. Reynolds used a reduced form of the Navier-Stokes equations and the continuity equation to generate a second order differential equation for the pressure in the narrow, converging gap of a bearing contact. Such a pressure enables a load to be transmitted between the surfaces with very low friction since the surfaces are completely separated by a film of fluid. In such a situation it is the physical properties of the lubricant, notably the dynamic viscosity, that dictate the behavior of the contact. The understanding of boundary lubrication is normally attributed to Hardy and Doubleday. In boundary lubrication it is the physical and chemical properties of thin films of molecular proportions and the surfaces to which they are attached that determine contact behavior. The lubricant viscosity is not an influential parameter. Research is devoted to a better understanding and more precise definition of other lubrication regimes between these extremes. One such regime, elastohydrodynamic lubrication, occurs in nonconformal contacts, where the pressures are high and the bearing surfaces deform elastically. In this situation the viscosity of the lubricant may raise considerably, and this further assists the formation of an effective fluid film. The science of these three lubrication regimes (hydrodynamic, elastohydrodynamic, and boundary) are described and the manner in which this science is used in the design of machine elements is examined.

Hamrock, Bernard J.↗

NASA NTRS1959

Halogen-Containing Gases as Boundary Lubricants for Corrosion-Resistant Alloys at 1200 F

The extreme temperatures anticipated for lubricated parts in advanced flight powerplants dictate the consideration of unconventional methods of lubrication such as solid lubricants and the reactive gases described in the present research. These halogen-containing "reactive" gases such as dichlorodifluoromethane, CF2Cl2, are among the most stable of organic molecules. The high "flash" temperatures generated at the contacting asperities as a result of frictional heat are sufficient to cause local decomposition of the halogen-containing gases. The active atoms thus released (e.g., chlorine) then react with the metal to be lubricated to form halides capable of effective lubrication. The presence of small amounts of a sulfur-containing gas (e.g., 1 percent sulfur hexafluoride, SF6) was found to catalyze the formation of metal halides. Friction and wear studies were made with a hemisphere (3/16-in. rad.) rider sliding in a circumferential path on the flat surface of a rotating disk (2 1/2-in. diam.). The specimens of corrosion-resistant 2 alloys were run in an atmosphere of the various gases with a load of 1200 grams, a sliding velocity of 120 feet per minute, and temperature from 75 to 1200 F. An effective lubricant for ferritic materials (M-1 tool steel) was CF2Cl2, but significant corrosion occurred above 600 F. Corrosion evaluation in CF2Cl2 suggested a number of nickel- and cobalt-base alloys for additional lubrication study. Several combinations of gases and these metals were found to lubricate to 1200 F without excessive corrosion. The gases were CF2Cl2 Plus 1 percent SF6, monobromotrifluoromethane CF3Br plus 1 percent SF6, dibromodifluoromethane CF2Br2, iodotrifluoromethane, CF3I, and I2. Careful selection of metals and gas are necessary for successful lubrication over specific temperature ranges. Optimum combinations give friction coefficients as low as 0.05 without

Buckley, Donald H.↗

NASA NTRS2004

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.↗

DOE OSTI2016

Ionic liquids as lubricant additives: A review

In pursuit of energy efficiency and durability throughout human history, advances in lubricants have always played important roles. Ionic liquids (ILs) are room-temperature molten salts that possess unique physicochemical properties and have shown great potential in many applications with lubrication as one of the latest. While earlier work (2001–2011) primarily explored the feasibility of using ILs as neat or base lubricants, using ILs as lubricant additives has become the new focal research topic since the breakthrough in ILs’ miscibility in nonpolar hydrocarbon oils in early 2012. This work reviews the recent advances in developing ILs as additives for lubrication with an attempt to correlate among the cationic and anionic structures, oil-solubility, and other relevant physicochemical properties, and lubricating behavior. Effects of the concentration of ILs in lubricants and the compatibility between ILs and other additives in the lubricant formulation on the tribological performance are described followed by a discussion of wear protection mechanism based on tribofilm characterization. As a result, future research directions are suggested at the end.

36 MATERIALS SCIENCE↗

DOE OSTI2017

Tribological Behavior of Oil-Lubricated Laser Textured Steel Surfaces in Conformal Flat and Non-Conformal Contacts

Changing the surface texture of sliding surfaces is an effective way to manipulate friction and wear of lubricated surfaces. Having realized its potential, we have done very extensive studies on the effects of laser surface texturing (LST, which involves the creation of an array of microdimples on a surface) on friction and wear behavior of oil-lubricated steel surfaces in the early 2000s. In this paper, we reviewed some of our research accomplishments and assessed future directions of the laser texturing field in many diverse industrial applications. Our studies specifically addressed the impact of laser texturing on friction and wear of both the flat conformal and initial non-conformal point contact configurations using a pin-on-disk test rig under fully-flooded synthetic oil lubricants with different viscosities. Electrical resistance measurement between pin and LST disks was also used to determine the operating lubrication regimes in relation to friction. In conformal contact, we confirmed that LST could significantly expand the operating conditions for hydrodynamic lubrication to significantly much higher loads and slower speeds. In particular, with LST and higher viscosity oils, the low-friction full hydrodynamic regime was shifted to the far left in the Stribeck diagram. Overall, the beneficial effects of laser surface texturing were more pronounced at higher speeds and loads and with higher viscosity oil. LST was also observed to reduce the magnitude of friction coefficients in the boundary regime. For the non-conformal contact configuration, we determined that LST would produce more abrasive wear on the rubbing counterface compared to the untreated surfaces due to a reduction in lubricant fluid film thickness, as well as the highly uneven and rough nature of the textured surfaces. However, this higher initial wear rate has led to faster generation of a conformal contact, and thus transition from the high-friction boundary to lower friction mixed lubrication regime, resulting in a rapid reduction in the friction coefficient with increased ball wear. Higher density of LST, lower oil viscosity, and hardness of counterface steel surface facilitate an increase of the initial wear, which promotes friction reduction. This phenomenon can be beneficial if the initial accelerated wear on the counterface is acceptable in intended applications. This paper summarizes our experimental investigation of the effect of LST on friction properties and lubrication regime transitions in a unidirectional sliding contact.

36 MATERIALS SCIENCE↗

DOE OSTI2013

Large-scale Manufacturing of Nanoparticulate-based Lubrication Additives for Improved Energy Efficiency and Reduced Emissions

This project was funded under the Department of Energy (DOE) Lab Call on Nanomanufacturing for Energy Efficiency and was directed toward the development of novel boron-based nanocolloidal lubrication additives for improving the friction and wear performance of machine components in a wide range of industrial and transportation applications. Argonne's research team concentrated on the scientific and technical aspects of the project, using a range of state-of-the art analytical and tribological test facilities. Argonne has extensive past experience and expertise in working with boron-based solid and liquid lubrication additives, and has intellectual property ownership of several. There were two industrial collaborators in this project: Ashland Oil (represented by its Valvoline subsidiary) and Primet Precision Materials, Inc. (a leading nanomaterials company). There was also a sub-contract with the University of Arkansas. The major objectives of the project were to develop novel boron-based nanocolloidal lubrication additives and to optimize and verify their performance under boundary-lubricated sliding conditions. The project also tackled problems related to colloidal dispersion, larger-scale manufacturing and blending of nano-additives with base carrier oils. Other important issues dealt with in the project were determination of the optimum size and concentration of the particles and compatibility with various base fluids and/or additives. Boron-based particulate additives considered in this project included boric acid (H 3 BO 3 ), hexagonal boron nitride (h-BN), boron oxide, and borax. As part of this project, we also explored a hybrid MoS 2 + boric acid formulation approach for more effective lubrication and reported the results. The major motivation behind this work was to reduce energy losses related to friction and wear in a wide spectrum of mechanical systems and thereby reduce our dependence on imported oil. Growing concern over greenhouse gas emissions was also a major reason. The transportation sector alone consumes about 13 million barrels of crude oil per day (nearly 60% of which is imported) and is responsible for about 30% of the CO 2 emission. When we consider manufacturing and other energy-intensive industrial processes, the amount of petroleum being consumed due to friction and wear reaches more than 20 million barrels per day (from official energy statistics, U.S. Energy Information Administration). Frequent remanufacturing and/or replacement of worn parts due to friction-, wear-, and scuffing-related degradations also consume significant amounts of energy and give rise to additional CO 2 emission. Overall, the total annual cost of friction- and wear-related energy and material losses is estimated to be rather significant (i.e., as much as 5% of the gross national products of highly industrialized nations). It is projected that more than half of the total friction- and wear-related energy losses can be recovered by developing and implementing advanced friction and wear control technologies. In transportation vehicles alone, 10% to 15% of the fuel energy is spent to overcome friction. If we can cut down the friction- and wear-related energy losses by half, then we can potentially save up to 1.5 million barrels of petroleum per day. Also, less friction and wear would mean less energy consumption as well as less carbon emissions and hazardous byproducts being generated and released to the environment. New and more robust anti-friction and -wear control technologies may thus have a significant positive impact on improving the efficiency and environmental cleanliness of the current legacy fleet and future transportation systems. Effective control of friction in other industrial sectors such as manufacturing, power generation, mining and oil exploration, and agricultural and earthmoving machinery may bring more energy savings. Therefore, this project was timely and responsive to the energy and environmental objectives of DOE and our nation. In this project, most of the boron-based materials with known and potential anti-friction and -wear properties have been manufactured as colloidal additives and tested for their effectiveness in controlling friction and wear. Unlike other anti-friction and -wear additives, which consist of zinc, molybdenum, sulfur, phosphorus, and even chlorine, lubricious boron compounds considered in this project are made of boron, oxygen, nitrogen, and hydrogen, which are more environmentally benign. Among others, boric acid is a natural mineral (known in mineralogy as "sassolite"). Based on our earlier exploratory research, it was found to offer the best overall prospect in terms of performance improvements, environmental friendliness, and ease of manufacturing and, hence, cost effectiveness. Hexagonal boron nitride and borax also offered good prospects for improving the tribological properties of lubricated sliding surfaces. Boron oxide particles were found to be rather hard and somewhat abrasive and, hence, were not considered beyond the initial screening studies. In our bench-top tribological evaluation, we also demonstrated that those additives which worked well with engine oils could work equally well with very common gear oils. When added at appropriate concentrations, such gear oils were found to provide significant resistance to micropitting and scuffing failures in bench-top tribological test systems. Their traction coefficients were also reduced substantially and their scuffing limits were improved considerably. Such impressive tribological behavior of boron-based additives may have been due to their high chemical affinities to interact with sliding contact surfaces and to form slick and protective boundary films. Indeed, our surface studies have confirmed that most of the boron-based nanoparticulate additives prepared in our project possess a strong tendency to form a boron-rich boundary film on sliding contact surfaces. It is believed that the formation of such slick and highly durable boundary films is perhaps one of the fundamental reasons for their superior anti-friction, -wear, and -scuffing performance. Boron-based additives developed under this project have shown potential to reduce or replace the uses of environmentally unsafe sulfur- and phosphorus-bearing anti-wear and friction additives, such as zinc dialkyl dithiophosphate (ZDDP) and molybdenum dialkyl dithiocarbamate (MoDTC), in current lubricating oils. Because ZDDP and MoDTC were suspected of adversely impacting the performance of after-treatment catalysts in current engines, the Environmental Protection Agency (EPA) and other regulatory agencies are demanding that the concentrations of these catalysts in current oils be curtailed drastically. The boron-based nano-additives developed in this project may help reduce the use of ZDDP and MoDTC additives and, hence, help ease the poisoning effects on after-treatment catalysts. When used as lubricity additives, these boron additives can chemically interact with sliding or contacting surfaces and form a protective and slick boundary film, which can, in turn, help reduce friction and wear and increase resistance to scuffing. In the cases of traditional anti-friction and -wear additives mentioned, such protective boundary films result from phosphorus, sulfur, and other elements in the additive package, and again they have been under increased scrutiny in recent years, mainly because of their adverse effects on after-treatment devices. Overall, the boron-based nano-additive technology of this project was shown to hold promise for a broad range of industrial and transportation applications where lower friction and higher resistance to wear and scuffing are needed. Due to more stringent operating conditions of modern machinery, rolling, rotating, and sliding components have been failing to meet the projected lifetimes, mainly because of failures related to mechanical wear, corrosion, and scuffing. The novel boron-based additive technology developed under this project may help such machine components to function reliably by cutting down the friction and wear losses and by increasing resistance to scuffing.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

NASA NTRS1972

Lubrication with solids.

Brief discussion of the historical background, variety range, chemistry, physics, and other properties of solid lubricants, and review of their current uses. The widespread use of solid lubricants did not occur until about 1947. At present, they are the object of such interest that a special international conference on their subject was held in 1971. They are used at temperatures beyond the useful range of conventional lubricating oils and greases. Their low volatility provides them with the capability of functioning effectively in vacuum and invites their use in space applications. Their high load carrying ability makes them useful with heavily loaded components. Solid lubricants, however, do lack some of the desirable properties of conventional lubricants. Unlike oils and greases, which have fluidity and can continuously be carried back into contact with lubricated surfaces, solid lubricants, because of their immobility, have finite lives. Also, oils and greases can carry away frictional heat from contacting surfaces, while solid lubricants cannot.

Buckley, D. H.↗

NASA NTRS1972

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.↗

NASA NTRS1979

Lubricating and wear mechanisms for a hemisphere sliding on polyimide-bonded graphite fluoride film

Friction, wear life, rider wear, and film wear for a 440 C high-temperature-stainless-steel, hemispherically tipped rider sliding against polyimide-bonded graphite fluoride films were evaluated in a moist-air atmosphere at 25 C. Optical microscope and surface profilometry observations were made at various sliding intervals to determine how film thickness affected the lubricating and failure mechanisms of the films. Two lubrication regimes operated for the same load. In the first, the film supported the load and the lubricating mechanism consisted of the shear (plastic flow) of a thin layer of the lubricant between the metallic rider and the film surface. In the second, the film did not support the load (it was worn away) and the lubricating mechanism consisted of the shear of very thin lubricant films between flat areas generated on the rider and on sandblasted metallic asperities in the film wear track. Lubricant was supplied from the valleys between the asperities or from the sides of the wear track. With thicker films, wear life increased since a greater lubricant supply was available from the sides of the wear track.

Fusaro, R. L.↗

NASA NTRS1984

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.↗

NASA NTRS1991

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.↗

NASA NTRS1991

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

Townsend, Dennis P.↗

NASA NTRS1992

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.↗

NASA NTRS1993

Liquid lubrication for space applications

Fusaro, Robert L.↗

NASA NTRS2001

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.↗

NASA NTRS2001

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.↗