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Search indexed NASA NTRS and DOE OSTI research on propulsion, heat transfer, battery materials and energy systems. Follow report and document links to the original sources.

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At least 19 records

Scuffing Characteristics of High-Load Rolling/Sliding Contacts Operating in Liquid Oxygen: Effects of Materials and Surface Roughness

This research reports on an experimental study of the effects of materials and surface roughness on the scuffing characteristics of rolling/sliding contacts cooled and lubricated with liquid oxygen. Experiments were carried out under heavy loading with a Hertzian pressure in the range of 2.0 GPa to 3.0 GPa and with a high rolling velocity of up to 48 m/s. For contacts between AISI 440 C stainless-steel elements, the results showed that the scuffing behavior of the system was fairly consistent under a wide range of rolling velocity. Scuffing commenced at a small slide-to-roll ratio of around 0.02, and the scuffing behavior of the contact was not sensitive to surface roughness for the test-sample RMS roughness ranging from 0.02 microns to 0.10 microns. For contacts between 440 C and Si3N4 elements, on the other hand, the scuffing behavior of the system was not very consistent and somewhat unpredictable. The results were sensitive to surface roughness particularly that of the Si3N4 test sample. With well polished test samples, consistent results were obtained; the level of traction was lower than that with a 440 C toroid and scuffing did not take place up to a slide-to-roll ratio of near 0.03. The results strongly suggest that significant hydrodynamic effect can be generated by liquid oxygen under heavy loading and high velocity conditions. The results also suggest that the hydrodynamic action is likely generated by the conventional viscous mechanism as it can be largely destroyed by a narrow circumferential surface scratch running through the central region of the contact.

Chang, L.↗

Shuttle Rudder/Speed Brake Power Drive Unit (PDU) Gear Scuffing Tests With Flight Gears

Scuffing-like damage has been found on the tooth surfaces of gears 5 and 6 of the NASA space shuttle rudder/speed brake power drive unit (PDU) number 2 after the occurrence of a transient back-driving event in flight. Tests were conducted using a pair of unused spare flight gears in a bench test at operating conditions up to 2866 rpm and 1144 in.-lb at the input ring gear and 14,000 rpm and 234 in.-lb at the output pinion gear, corresponding to a power level of 52 hp. This test condition exceeds the maximum estimated conditions expected in a backdriving event thought to produce the scuffing damage. Some wear marks were produced, but they were much less severe than the scuffing damaged produced during shuttle flight. Failure to produce scuff damage like that found on the shuttle may be due to geometrical variations between the scuffed gears and the gears tested herein, more severe operating conditions during the flight that produced the scuff than estimated, the order of the test procedures, the use of new hydraulic oil, differences between the dynamic response of the flight gearbox and the bench-test gearbox, or a combination of these. This report documents the test gears, apparatus, and procedures, summarizes the test results, and includes a discussion of the findings, conclusions, and recommendations.

Proctor, Margaret P.↗

Assessment of lubricated contacts: Mechanisms of scuffing and scoring

Scoring and scuffing are defined as two distinct but related forms of failure of hardened ferrous components lubricated by liquids. Experimental observations of these phenomena are described, and criteria for scoring and scuffing are discussed. The mechanisms proposed by various authors to explain these observations are enumerated. The view presented here is that, under conditions yet to be defined, scoring is a gradual breakdown of the lubrication of interacting asperities, such lubrication being boundary or microelastohydrodynamic in nature, or a mixture of the two. The final scuffing stage represents a breakdown of the main elastohydrodynamic system, but this may be triggered by the deterioration in surface topography as a result of scoring. An extension of published theoretical treatment of elastohydrodynamic breakdown is proposed, and a critical experiment to assess the importance of edge effects in band contacts is suggested. The practical implications of the proposed mechanism are reviewed, and recommendations for further work are made. A possible thermal instability mechanism for the breakdown of boundary lubrication is outlined.

Dyson, A.↗

Surface profile changes of scuffed bearing surfaces

A phase locked interference microscope capable of resolving depth differences to 30 A and planar displacements of 6000 A was constructed for the examination of the profiles of bearing surfaces without physical contact. This instrument was used to determine surface chemical reactivity by applying a drop of dilute alcoholic hydrochloric acid and measuring the profile of the solid surface before and after application of this probe. Scuffed bearing surfaces reacted much faster than unscuffed ones, but bearing surfaces which had been previously exposed to lubricants containing an organic chloride reacted much more slowly. In a separate series of experiments, a number of stainless steel plates were heated in a nitrogen atmosphere to different temperatures and their reactivity examined later at room temperature. The change of surface contour as a result of the probe reaction followed an Arrhenius type relation with respect to heat treatment temperature. This result could have implications on the scuffing mechanism.

Lauer, J. L.↗

Optical and other property changes of M-50 bearing steel surfaces for different lubricants and additive prior to scuffing

An ester lubricant base oil containing one or more standard additives to protect against wear, corrosion, and oxidation was used in an experimental ball/plate elastohydrodynamic contact under load and speed conditions such as to induce scuffing failure in short times. Both the ball and the plate were of identically treated M-50 steel. After various periods of operating time the wear track on the plate was examined with an interference microscope of plus or minus 30 A depth resolution and sometimes also with a scanning ellipsometer and an Auger spectrometer. The optically deduced surface profiles varied with wavelength, indicating the presence of surface coatings, which were confirmed by the other instruments. As scuffing was approached, a thin (approximately A) oxide layer and a carbide layer formed in the wear track in particular when tricresylphosphate antiwear additive was present in the lubricant. The rates of the formation of these layers and their reactivity toward dilute alcholic HCl depended strongly on the lubricant and additives. Based on these results suggestions for improved formulations and a test method for bearing reliability could be proposed.

Lauer, J. L.↗

Topological reaction rate measurements related to scuffing

A ball-on-plate (both consisting of hardened M-50 steel) sliding elastohydrodynamic contact was run with trimethylolpropane triheptanoate (TMPTH) with and without tricresyl phosphate (TCP). The contact area of the plate was optically profiled with a phase-locked interference microscope (PLIM) both before and after exposure to alcoholic hydrochloric acid. As scuffing was approached, the profile within the contact region changed more rapidly after the acid treatment; after scuffing, it assumed a constant high value. A metallurgical phase found in the scuff mark was apparently responsible for the high reactivity. The microscopic profile changes (sensitivity, + or - 3 nm (+ or - A) in depth) involved primarily the small asperities (radius, 3 microns); the larger ones were unaffected. Soaking the steel in TCP smoothed the fine structure of the surface profile but increased its reactivity toward alcoholic hydrochloric acid before sliding was started. Thus it would appear that PLIM examination could be used for screening potentially scuff-resistant materials.

Lauer, J. L.↗

Optical and other properties changes of M-50 bearing steel surfaces for different lubricants and additives prior to scuffing

An ester lubricant base oil containing one or more standard additives to protect against wear, corrosion, and oxidation was used in an experimental ball/plate elastohydrodynamic contact under load and speed conditions such as to induce scuffing failure in short times. Both the ball and the plate were of identically treated M-50 steel. After various periods of operating time the wear track on the plate was examined with an interference microscope of plus or minus 30 A depth resolution and sometimes also with a scanning ellipsometer and an Auger spectrometer. The optically deduced surface profiles varied with wavelength, indicating the presence of surface coatings, which were confirmed by the other instruments. As scuffing was approached, a thin (approximately A) oxide layer and a carbide layer formed in the wear track in particular when tricresylphosphate antiwear additive was present in the lubricant. The rates of the formation of these layers and their reactivity toward dilute alcoholic HCl depended strongly on the lubricant and additives. Based on these results suggestions for improved formulations and a test method for bearing reliability could be proposed.

Lauer, J. L.↗

Testing Aerospace Gears for Bending Fatigue, Pitting, and Scuffing

This work was motivated by the goal to increase the power to weight ratio of rotorcraft drive systems. Experiments were conducted to establish the performance of gears made from an aerospace alloy used in production aircraft. Bending fatigue, pitting, and scuffing test procedures and results are documented. The data establishes a baseline for evaluation of new technologies. Recommendations are made to improve test procedures for future work.

test method↗

Scuffing and Lubrication of Gears and Bearings

New Reynolds equation developed for elastohydrodynamic-lubrication analysis. Method developed to study macro- and micro-EHL, without restriction on load applied to contact. Macro-EHL refers to lubricantfilm thickness developed in inlet zone of EHL conjunction. Powerful tool used to study scuffing. Using new approach, researchers have analyzed stress concentrations near both bump and groove in bearing surface.

Hamrock, B.↗

Changes Found on Run-In and Scuffed Surfaces of Steel Chrome Plate, and Cast Iron

A study was made of run-in and scuffed steel, chrome-plate, and cast-iron surfaces. X-ray and electron diffraction techniques, micro-hardness determinations, and microscopy were used. Surface changes varied and were found to include three classes: chemical reaction, hardening, and crystallite-size alteration. The principal chemical reactions were oxidation and carburization.

IRON, CAST - WEAR RESISTANCE↗

Elastohydrodynamic lubrication calculations used as a tool to study scuffing

A new Reynolds equation was developed that takes into account the nonlinear viscous behavior of the fluid. The new Reynolds equation considers the nonlinear viscous fluid model of Eyring, the equilibrium equation, the constant mass flow, and the kinematic boundary condition. The new Reynolds equation and the elasticity equation are solved simultaneously by using a system approach and a Newton-Raphson technique. Comparisons are made with results obtained from the classical Reynolds equation. The effects of sliding speed and introducing a bump or a groove within the conjunction are studied. Results are shown for both moderate and heavy loads.

Houpert, L. G.↗

Surface topographical changes measured by phase-locked interferometry

An electronic optical laser interferometer capable of resolving depth differences of as low as 30 A and planar displacements of 6000 A was constructed to examine surface profiles of bearing surfaces without physical contact. Topological chemical reactivity was determined by applying a drop of dilute alcoholic hydrochloric acid and measuring the profile of the solid surface before and after application of this probe. Scuffed bearing surfaces reacted much faster than virgin ones but that bearing surfaces exposed to lubricants containing an organic chloride reacted much more slowly. The reactivity of stainless steel plates, heated in a nitrogen atmosphere to different temperatures, were examined later at ambient temperature. The change of surface contour as a result of the probe reaction followed Arrhenius-type relation with respect to heat treatment temperature. The contact area of the plate of a ball/plate sliding elastohydrodynamic contact run on trimethylopropane triheptanoate with or without additives was optically profiled periodically. As scuffing was approached, the change of profile within the contact region changed much more rapidly by the acid probe and assumed a constant high value after scuffing. A nonetching metallurgical phase was found in the scuff mark, which was apparently responsible for the high reactivity.

Lauer, J. L.↗

Investigation of Spiral Bevel Gear Condition Indicator Validation via AC-29-2C Combining Test Rig Damage Progression Data with Fielded Rotorcraft Data

This is the final of three reports published on the results of this project. In the first report, results were presented on nineteen tests performed in the NASA Glenn Spiral Bevel Gear Fatigue Test Rig on spiral bevel gear sets designed to simulate helicopter fielded failures. In the second report, fielded helicopter HUMS data from forty helicopters were processed with the same techniques that were applied to spiral bevel rig test data. Twenty of the forty helicopters experienced damage to the spiral bevel gears, while the other twenty helicopters had no known anomalies within the time frame of the datasets. In this report, results from the rig and helicopter data analysis will be compared for differences and similarities in condition indicator (CI) response. Observations and findings using sub-scale rig failure progression tests to validate helicopter gear condition indicators will be presented. In the helicopter, gear health monitoring data was measured when damage occurred and after the gear sets were replaced at two helicopter regimes. For the helicopters or tails, data was taken in the flat pitch ground 101 rotor speed (FPG101) regime. For nine tails, data was also taken at 120 knots true airspeed (120KTA) regime. In the test rig, gear sets were tested until damage initiated and progressed while gear health monitoring data and operational parameters were measured and tooth damage progression documented. For the rig tests, the gear speed was maintained at 3500RPM, a one hour run-in was performed at 4000 in-lb gear torque, than the torque was increased to 8000 in-lbs. The HUMS gear condition indicator data evaluated included Figure of Merit 4 (FM4), Root Mean Square (RMS) or Diagnostic Algorithm 1(DA1), + 3 Sideband Index (SI3) and + 1 Sideband Index (SI1). These were selected based on their sensitivity in detecting contact fatigue damage modes from analytical, experimental and historical helicopter data. For this report, the helicopter dataset was reduced to fourteen tails and the test rig data set was reduced to eight tested gear sets. The damage modes compared were separated into three cases. For case one, both the gear and pinion showed signs of contact fatigue or scuffing damage. For case two, only the pinion showed signs of contact fatigue damage or scuffing. Case three was limited to the gear tests when scuffing occurred immediately after the gear run-in. Results of this investigation highlighted the importance of understanding the complete monitored systems, for both the helicopter and test rig, before interpreting health monitoring data. Further work is required to better define these two systems that include better state awareness of the fielded systems, new sensing technologies, new experimental methods or models that quantify the effect of system design on CI response and new methods for setting thresholds that take into consideration the variance of each system.

spiral bevel gears↗

Application of Machine Learning to Rotorcraft Health Monitoring

Machine learning is a powerful tool for data exploration and model building with large data sets. This project aimed to use machine learning techniques to explore the inherent structure of data from rotorcraft gear tests, relationships between features and damage states, and to build a system for predicting gear health for future rotorcraft transmission applications. Classical machine learning techniques are difficult, if not irresponsible to apply to time series data because many make the assumption of independence between samples. To overcome this, Hidden Markov Models were used to create a binary classifier for identifying scuffing transitions and Recurrent Neural Networks were used to leverage long distance relationships in predicting discrete damage states. When combined in a workflow, where the binary classifier acted as a filter for the fatigue monitor, the system was able to demonstrate accuracy in damage state prediction and scuffing identification. The time dependent nature of the data restricted data exploration to collecting and analyzing data from the model selection process. The limited amount of available data was unable to give useful information, and the division of training and testing sets tended to heavily influence the scores of the models across combinations of features and hyper-parameters. This work built a framework for tracking scuffing and fatigue on streaming data and demonstrates that machine learning has much to offer rotorcraft health monitoring by using Bayesian learning and deep learning methods to capture the time dependent nature of the data. Suggested future work is to implement the framework developed in this project using a larger variety of data sets to test the generalization capabilities of the models and allow for data exploration.

machine learning↗

Infrared emission spectrophotometric study of the changes produced by TiN coating of metal surfaces in an operating EHD contact

Infrared emission spectra and related measurements were obtained from an operating ball/plate elastohydrodynamic (EHD) sliding contact under a variety of operating conditions. In order to be able to compare the effect of the ball surface, some of the balls were coated with a thin layer of titanium nitride (TiN) by vapor deposition. Polyphenyl ether (5P4E) was used as lubricant and 1 percent of 1,1,2-trichloroethane (TCE) as a surface-probing additive. TiN is chemically inert and its thermal conductivity is lower than that of steel. Therefore, the overall temperatures with TiN coated balls were higher. Nevertheless, no scuffing was observed with the coated balls under conditions giving rise to scuffing with the uncoated balls. Tractions were lower with the TiN coated balls and always when TCE was added to the 5P4E. These findings were found to be inversely related to the degree of polarization of the spectral emission bands. The intensity and the dichrosim of these bands were related to shear rates and inlet conditions of the EHD contact.

Keller, L. E.↗

Microscopic contour changes of tribological surfaces by chemical and mechanical action

An electronic optical laser interferometer capable of resolving depth differences of as low as 30 A and planar displacements of 6000 A was constructed for the examination of surface profiles of bearing surfaces without physical contact. This instrument was used to determine topological chemical reactivity by applying a drop of dilute alcoholic hydrochloric acid and measuring the profile of the solid surface before and after application of this probe. It was found that scuffed bearing surfaces reacted much faster than virgin ones but that bearing surfaces exposed to lubricants containing an organic chloride reacted much more slowly. In a separate series of experiments, a number of stainless steel plates were heated in a nitrogen atmosphere to different temperatures and their reactivity examined later at ambient temperature. The change of surface contour as a result of the probe reaction was found to follow an Arrhenius-type relation with respect to heat treatment temperature. This result could have implications on the scuffing mechanism.

Lauer, J. L.↗

Topological reaction rate measurements related to scoffing

A ball-on-plate (both consisting of hardened M-50 steel) sliding elastohydrodynamic contact was run with trimethylolpropane triheptanoate (TMPTH) with and without tricresyl phosphate (TCP). The contact area of the plate was optically profiled with a phase-locked interference microscope (PLIM) both before and after exposure to alcoholic hydrochloric acid. As scuffing was approached, the profile within the contact region changed more rapidly after the acid treatment; after scuffing, it assumed a constant high value. A metallurgical phase found in the scuff mark was apparently responsible for the high reactivity. The microscopic profile changes (sensitivity, + or - 3 nm (+ or - A) in depth) involved primarily the small asperities (radius, 3 microns); the larger ones were unaffected. Soaking the steel in TCP smoothed the fine structure of the surface profile but increased its reactivity toward alcoholic hydrochloric acid before sliding was started. Thus it would appear that PLIM examination could be used for screening potentially scuff-resistant materials.

Lauer, J. L.↗