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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson

    201 !"! #ress

    Chapter 8: Lubrication, Friction and Wear

    ...among all those who have writtenon the subject of moving forces,probably not a single one has givensufficient attention to the effect offriction in machines...

    Guillaume Amontons

    Greases are a necessary lubricant for many applications,including rolling element bearings, for the reduction offriction and wear.Source:Courtesy of SKF USA, Inc.

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson

    201 !"! #ress

    Surface Profiles

    Figure 8.1: Surface profile showingsurface height variation relative to

    mean reference line.

    Two common surface measures:

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Typical Surface Roughness

    Figure 8.2: Typical arithmeticaverage surface roughness(Ra) for various

    manufacturing processes andmachine components.Source:Adapted from Kalpakjianand Schmid [2010] andHamrock, et al. [2004].

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Conformal and Nonconformal

    Figure 8.3: Conformal surfaces.Figure 8.4: Nonconformal surfaces.

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    Fundamentals of Machine Elements, 3rd

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    NonconformalGeometry

    Figure 8.5: Geometry of contactingelastic solids.

    Effective radius:

    where

    Radius ratio:

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Sign Convention

    Figure 8.6: Sign designations for radii of curvature. (a) Rolling elements; (b) ballbearing races; (c) rolling bearing races.

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Hertz Pressure Distribution

    Figure 8.7: Pressure distribution inellipsoidal contact.

    Pressure distribution:

    wherepmaxis the central pressure:

    Note: no general solution, onlyparticular solutions for point andline contacts.

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Simplified Contact Equations

    Define the ellipticity parameter as:

    The contact diameters are:

    The maximum deflection is:

    where

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Simplified Contact

    Figure 8.8: Variation of ellipticityparameter and elliptic integrals offirst and second kinds as function ofradius ratio.

    Table 8.1: Simplified ellipticalcontact equations.Source:FromHamrock and Brewe [1983].

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Rectangular (Line) Contacts

    The Hertz solution for Rectangular contacts is as follows. The contactsemiwidth is:

    The dimensionless load is

    The maximum deflection is

    The maximum contact pressure, or Hertz pressure, is:

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Metallic Bearing Materials

    Table 8.2: Physical and mechanical properties of selected white metal bearing alloys.Source:From Hamrock et al. [2004].

    Table 8.3: Mechanical properties of selected bronze and copper alloy bearingmaterials.Source:Abstracted from Hamrock, et al.~[2004].

    Material Designation

    Tensile Maximum Allowablestrength, temperature, stress,

    MPa C MPa

    Copperlead SAE480 25 55.2 177 13.8High-leadtinbronze AMS4840 48 172.5 204 20.7Semiplasticbronze SAE67 55 207 232 20.7Leadedredbronze SAE40 60 242 232 24.2

    Bronze SAE660 60 242 232 27.6Phosphorbronze SAE64 63 242 232 27.6Gunmetal SAE62 65 310 260 27.6NavyG SAE620 68 276 260 27.6Leadedgunmetal SAE63 70 276 260 27.6Aluminumbronze ASTMB148-52-9c 195 621 260 31.1

    Brinellhardness

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    Fundamentals of Machine Elements, 3rd

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    Non-metallic Bearing Materials

    Table 8.4: Limits of application of nonmetallic bearing materials.

    Material

    Allowable Maximum Maximum pustress, temperature, speed, limit,MPa C m/s N/m-s

    Carbongraphite 4.1 399 12.7 525 103

    Phenolics 41.4 93 12.7 525 103

    Nylon 6.9 93 5.1 105 103PTFE(Teflo

    n) 3.4 260 .51 35103

    ReinforcedPTFE 17.2 260 5.1 350 103

    PTFEfabric 414.0 260 .25 875 103

    Polycarbonate(Lexan) 6.9 104 5.1 105 103

    Acetalresin(Delrin) 6.9 82 5.1 105 103

    Rubber 0.34 66 7.6 525 103

    Wood 13.8 66 10.2 525

    103

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Bearing Materials and Forms

    Figure 8.9: Phenolic laminate bearings.

    (a) Tubular bearing; (b) circumferentiallylaminated bearing; (c) axially laminated

    bearing; (d) stave bearing; (e) moldedbearing.Source:From Hamrock, et al.[2004].

    Figure 8.10: Different forms of bearingsurfaces. (a) Solid bearing; (b) lined

    bearing; (c) filled bearing; (d) shrink-fitbearing.

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    Fundamentals of Machine Elements, 3rd

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    Viscosity

    Figure 8.11: Slider bearing illustratingabsolute viscosity.

    Viscosity:

    Viscosity depends on: Pressure

    Temperature Shear strain rate

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    Fundamentals of Machine Elements, 3rd

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    Viscosity Conversion Factors

    Table 8.5: Absolute viscosity conversion factors.

    To conert To!rom cP

    Multipl" b"

    cP 1kgf-s/m2 1N-s/m2 103

    reyn,orlb-s/in.2 1

    #g!-s/m$ N-s/m$ lb-s/in%$

    9.807 103

    6.90 106

    1.02 10-4

    1.02 10-1

    7.03 102

    9.8071

    6.9 103

    10-3

    1.45 10-7

    1.422 10-3

    1.45 10-4

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    Fundamentals of Machine Elements, 3rd

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    FluidViscosities

    Figure 8.12: Absoluteviscosities of a number offluids for a wide range oftemperatures.

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    Fundamentals of Machine Elements, 3rd

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    Viscosity of Fluids

    Table 8.6: Absolute and kinematic viscosities of various fluids at atmospheric

    pressure and different temperatures.Source:From Jones, et al. [1975].

    &luidTemperature, C

    '( )) *+) '( )) *+)

    Advancedester 0.0253 0.00475 0.00206 2.5810 5 0.5110 5 0.2310 5

    Formulatedadvancedester 0.0276 0.00496 0.00215 2.8210 5 0.5310 5 0.2410 5

    Polyalkylaromatic 0.0255 0.00408 0.00180 3.010 5 0.5010 5 0.2310 5

    Syntheticparaffini coil 0.375 0.0347 0.0101 44.

    710

    5

    4.

    0410

    5

    1.

    310

    5

    Syntheticparaffini coil 0.375 0.0347 0.0101 44.710 5 4

    .0410 5 1

    .310 5

    plusantiwearadditiveC-ether 0.0295 0.00467 0.00220 2.510 5 0.4110 5 0.2010 5

    Superrefine dnapthenicmineraloil 0.0681 0.00686 0.002.74 7.810 5 0.8210 5 0.3310 5

    Synthetichydrocarbon(tractionflui d) 0.0343 0.00353 0.00162 3.7210 5 0.4010 5 0.1910 5

    Fluorinatedpolyether 0.181 0.0202 0.00668 9.6610 5 1.1510 5 0.410 5

    inematic iscosit"atp.,

    m$/s

    Absoluteiscosit"atp. ,

    , N-s/m$

    Temperature, C

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    Fundamentals of Machine Elements, 3rd

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    Pressure-Viscosity Coefficients

    Table 8.7: Pressure-viscosity coefficients of various fluids at different temperatures.Source:From Jones, et al. [1975].

    &luid

    Temperature, C'( )) *+)

    Pressure-iscosit" coe!!ici ent ,, m$/N

    Advancedester 1.2810 8 0.98710 8 0.85110 8

    Formulatedadvancedester 1.3710 8 1.0010 8 0.87410 8

    Polyalkylaromatic 1.

    5810

    8

    1.

    2510

    8

    1.

    0110

    8

    Syntheticparaffini coil 1.9910 8 1

    .5110 8 1

    .2910 8

    Syntheticparaffini coil 1.9610 8 1.5510 8 1.2510 8

    plusantiwearadditiveC-ether 1.8010 8 0.98010 8 0.79510 8

    Superrefine dnapthenicmineraloil 2.5110 8 1.5410 8 1.2710 8

    Synthetichydrocarbon(tractionflui d) 3.1210 8 1.7110 8 0.93910 8

    Fluorinatedpolyether 4.1710 8 3.2410 8 3.0210 8

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    Fundamentals of Machine Elements, 3rd

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    Single Grade Oils

    Figure 8.13: Absolute viscosities of SAE lubricating oils at atmospheric pressure. (a)Single grade oils;

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    Fundamentals of Machine Elements, 3rd

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    Multigrade Oils

    Figure 8.13: Absolute viscosities of SAE lubricating oils at atmospheric pressure. (b)multigrade oils.

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    Fundamentals of Machine Elements, 3rd

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    Viscosity of Single Grade Oils

    Table 8.8: Curve fit data for SAE single grade oils for use in Eq. (8.26).Source:FromSeirig and Dandage [1982].

    A0 1rade ConstantC* ConstantC$

    re"n N-s/m$

    10 1.5810 8 1.0910 4 1157.520 1.3610 8 9.3810 5 1271.6

    30 1.4110

    8

    9.7310

    5

    1360.040 1.2110 8 8.3510 5 1474.450 1.7010 8 1.1710 4 1509.660 1.8710 8 1.2910 4 1564.0

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Regimes of Lubrication

    Figure 8.14: Regimes of lubrication. (a) Fluid filmlubrication - surfaces completely separated by bulklubricant film. This regime is sometimes further

    classified as thick or thin film lubrication; (b)partial lubrication - both bulk lubricant andboundary film play a role; (c) boundary lubrication- performance depends essentially on a boundaryfilm.

    Film parameter:

    Note: Boundary lubrication, < 1 Partial lubrication, 1 < 3

    Hydrodynamic lubrication,3 Elastohydrodynamiclubrication},3 < 10

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    Fundamentals of Machine Elements, 3rd

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    Lubrication Effect

    Figure 8.15: Bar diagram showingcoefficient of friction for variouslubrication conditions.Source:FromHamrock, et al. [2004].

    Figure 8.16: Wear rate for variouslubrication regimes.Source:FromBeerbower [1972].

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    Fundamentals of Machine Elements, 3rd

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    Hydrodynamic Lubrication

    Figure 8.17: Characteristics ofhydrodynamic lubrication.Source:From Hamrock, et al. [2004].

    Figure 8.18: Mechanisms of pressure

    development for hydrodynamic lubrication. (a)Slider bearing; (b) squeeze film bearing; (c)externally pressurized bearing.Source:FromHamrock, et al. [2004].

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    Fundamentals of Machine Elements, 3rd

    ed.Schmid, Hamrock and Jacobson 201 !"! #ress

    Elastohydrodynamic Lubrication

    Figure 8.19: Characteristics of hardelastohydrodynamic lubrication.

    Figure 8.20: Characteristics ofsoftelastohydrodynamic lubrication.

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    Fundamentals of Machine Elements, 3

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    FrictionValues

    Table 8.9: Typical coefficients offriction for combinations ofunlubricated metals in air.

    Material Coe!!ici ent

    o!!riction, 3/el!-matedmetalsinair

    5.2dloG1-8.0revliS

    1niT

    2.1-8.0munimulA 4.1-7.0reppoC2muidnI5.0muisengaM5.1daeL5.0muimdaC4.0muimorhC

    Puremetalsandallo"sslidingonsteel 4.%*'5carbon6inair

    5.0revliS5.0munimulA4.0muimdaC8.0reppoC5.0muimorhC

    2muidnI2.1daeL2.0dael%02-reppoC8.0)desabnit(latemetihW

    Whitemetal(leadbased) 0.5-brass(copper-30%zinc) 0.5Leaded/ brass(copper-40%zinc) 0.2

    4.0noritsacyarGMidsteel(0.13%carbon) 0.8

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    Sliding and Rolling Friction

    Figure 8.21: Friction force in (a) sliding and (b) rolling.

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    Adhesive and Abrasive Friction

    Figure 8.22: Conical asperity havingmean angleplowing through asofter material. Also simulatesabrasive wear.

    Figure 8.23: Adhesive wear model.

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    Fundamentals of Machine Elements, 3

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    Wear Coefficients

    Table 8.10: Coefficients of rubbing friction and adhesive wear constant for ninerubbing materials.

    Coe!!ici en t o! Adhesiewear

    ,noitcir!slairetamgnibbu7 coe!!ici ent , k15.2dlognodloG2.1reppocnoreppoC6.0leetsdlimnoleetsdliM3.0leetsdrahnossarB2.0leetsnodaeL

    Polytetrafluroethylene(teflon )onsteel 0.2

    Stainlesssteelonhardsteel 0.5Tungstencarbideontungstencarbide 0.35

    5.0leetsnoenelyhteyloP 5 10-8

    2 10-5

    2 10-5

    2 10-5

    10-2

    10-3

    0.01-0.10.1-1

    10-6

    Archard Wear Law:

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    Fundamentals of Machine Elements, 3

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    Fatigue Wear

    Figure 8.24: Fatigue wearsimulation. (a) Machine elementsurface is subjected to cyclicloading; (b) defects and cracksdevelop near the surface; (c) thecracks grow and coalesce,

    eventually extending to thesurface until (d) a wear particleis produced, leaving a fatiguespall in the material.

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    Fundamentals of Machine Elements, 3rded.Schmid Hamrock and Jacobson 201 !"! #ress

    Orthopedic Implants

    Figure 8.25: Examples of common orthopedic implants. (a) Total hip replacement,using a metal-on-metal interfaceSource:Courtesy DePuy, Inc.; (b) total kneereplacement using a metal-on-polymer interface.Source:Courtesy Zimmer, Inc.