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Coatings have the potential to improve bearing tribological performance. However, every coating application process and material combination may create different residual stresses and coating microstructures, and their effect on bearing fatigue and wear performance is unclear. The aim of this work is to investigate coating induced residual stress effects on bearing failure indicators using a microstructural contact mechanics (MSCM) finite element (FE) model. The MSCM FE model consists of a two-dimensional FE model of a coated bearing surface under sliding contact where individual grains are represented by FE domains. Interactions between FE domains are represented using contact element pairs. Unique to this layered rolling contact FE model is the use of polycrystalline material models to represent realistic bearing and coating microstructural behavior. The MSCM FE model was compared to a second non-microstructural contact mechanics (non-MSCM) model.

Two models are presented for the long life (107 cycles) axial fatigue strength of four ferrous powder metal (PM) material series: sintered and heat-treated iron-carbon steel, iron-copper and copper steel, iron-nickel and nickel steel, and pre-alloyed steel. The materials are defined at ranges of carbon content and densities using the broad data available in the Metal Powder Industries Federation (MPIF) Standard 35 for PM structural parts. The first model evaluates 107 cycles axial fatigue strength as a function of ultimate strength and the second model as a function of hardness. For all 118 studied materials, both models are found to have a good correlation between calculated and 107 cycles axial fatigue strength with a high Pearson correlation coefficient of 0.97. The article provides details on the model development and the reasoning for selecting the ultimate strength and hardness as the best predictors for 107 cycles axial fatigue strength.

Scuffing is a failure mechanism which can occur in various engineering components, such as engine cylinder kits, gears and cam/followers. In this research, the scuffing behavior of 4140 steel and ductile iron was investigated and compared through ball-on-disk scuffing tests. A step load of 22.2 N every two minutes was applied with a light mineral oil as lubricant to determine the scuffing load. Both materials were heat treated to various hardness and tests were conducted to compare the scuffing behavior of the materials when the tempered hardness of each material was the same. Ductile iron was found to have a consistently high scuffing resistance before tempering and at tempering temperatures lower than 427°C (HRC ≻45). Above 427°C the scuffing resistance decreases. 4140 steel was found to have low scuffing resistance at low tempering temperatures, but as the tempering temperature increases, the scuffing resistance increased.

In this paper, the development of random vibration testing schedules for durability design verification of engine mounted products is presented, based on the equivalent fatigue damage concept and the 95th-percentile customer engine usage data for 150,000 miles. Development of the 95th-percentile customer usage profile is first discussed. Following that, the field engine excitation and engine duty cycle definition is introduced. By using a simplified transfer function of a single degree-of-freedom (SDOF) system subjected to a base excitation, the response acceleration and stress PSDs are related to the input excitation in PSD, which is the equivalent fatigue damage concept. Also, the narrow-band fatigue damage spectrum (FDS) is calculated in terms of the input excitation PSD based on the Miner linear damage rule, the Rayleigh statistical distribution for stress amplitude, a material's S-N curve, and the Miles approximate solution.

Part II of the paper focuses on fatigue tests of four specific gear steels: SAE 4320, SAE 8822, PS18, and 20MnCr5. Fatigue life, S-N curves are experimentally generated for all steels at low cycle fatigue and high cycle fatigue. The failure stresses at cycle one and slope of the linear portion of S-N curves are determined based on the experimental data. Endurance limits were tested. Uncertainty in the fatigue data is analyzed in details and values of sigma are calculated. Design curves were estimated based on the fatigue test results.

Fatigue testing is a specialized form of mechanical testing that is performed by applying cyclic loading to a coupon or structure. Two common forms of fatigue testing are load controlled high cycle and strain controlled low cycle fatigue. Some strain measurement device, such as extensometers, strain gage, that are often used as a feedback sensor on strain controlled fatigue test. However, in applications where strain controlled fatigue testing could face some extreme conditions as well as high temperature and unusual sizing which requires the strain measurement to be nondestructive and full field. While digital image correlation (DIC), an advanced optical measurement technique, has a decent solution on challenges of fatigue testing measurement. The problem is how to turn DIC from a measurement system to a feedback controller unit. Due to the developments in camera and computation techniques, the sequential process can now be performed as a parallel process.

In this research, ball-on-plate reciprocating sliding wear tests were utilized on austempered and quench-tempered gray cast iron samples with and without shot-peening treatment. The wear volume loss of the gray cast iron samples with different heat treatment designs was compared under equivalent hardness. The phase transformation in the matrix was studied using metallurgical evaluation and hardness measurement. It was found that thin needle-like ferrite became coarse gradually with increasing austempering temperature and was converted into feather-like shape when using the austempering temperatures of 399°C (750°F). The residual stress on the surface and sub-surface before and after shot-peening treatment was analyzed using x-ray diffraction. Compressive residual stress was produced after shot-peening treatment and showed an increasing trend with austempering temperature.

The tribological performance of nanofluids consisting of ZnO nanoparticles dispersed with a stabilizer in an API Group III oil was investigated. Recent research suggests that these fluids may reduce friction and wear compared to the base oil when used as a lubricant in metal-on-metal tests. The effects of nanoparticle concentration and test temperature on friction and wear were studied. Tests were run at 50°C and 100°C to investigate the viability of the fluids at elevated temperatures because possible applications include use as engine lubricants. Nanofluids showed friction reduction of up to 5.2% and reduced wear by up to 82.8% versus oil with only stabilizer at the highest ZnO concentration and the lowest temperature. Stabilizer increased wear at every concentration, but did not affect friction significantly. Fluid viscosity was also investigated. At 30°C, significant shear-thinning behavior was observed for the 2% ZnO solution, and a viscosity versus shear rate curve was found.

This paper outlines the second part in a series on the effect of polymeric additives commonly known as viscosity modifiers (VM) or viscosity index improvers (VII) on gear oil efficiency and durability. The main role of the VM is to improve cold temperature lubrication and reduce the rate of viscosity reduction as the gear oil warms to operating temperature. However, in addition to improved operating efficiency across a broad temperature range compared to monograde fluids the VM can impart a number of other significant rheological improvements to the fluid [1]. This paper expands on the first paper in the series [2], covering further aspects in fluid efficiency, the effect of VM chemistry on these and their relationship to differences in hypoid and spur gear rig efficiency testing. Numerous VM chemistry types are available and the VM chemistry and shear stability is key to fluid efficiency and durability.

This paper describes the scuffing tests performed to understand the effect of surface roughness and lubrication on scuffing behavior for austempered ductile iron (ADI) material. As the scuffing tendency is increased, metal-to-metal interaction between contacting surfaces is increased. Lubrication between sliding surfaces becomes the boundary or mixed lubrication condition. Oil film breakdown leads to scuffing failure with the critical load. Hence, the role of surface roughness and lubrication becomes prominent in scuffing study. There are some studies in which the influence of the surface roughness and lubrication on scuffing was evaluated. However, no comprehensive scuffing study has been found in the literature regarding the effect of surface roughness and lubrication on scuffing behavior of ADI material. The current research took into account the inferences of surface roughness and lubrication on scuffing for ADI.

Tribological performance of tungsten sulfide (WS2) nanoparticles, microparticles and mixtures of the two were investigated. Previous research showed that friction and wear reduction can be achieved with nanoparticles. Often these improvements were mutually exclusive, or achieved under special conditions (high temperature, high vacuum) or with hard-to-synthesize inorganic-fullerene WS2 nanoparticles. This study aimed at investigating the friction and wear reduction of WS2 of nanoparticles and microparticles that can be synthesized in bulk and/or purchased off the shelf. Mixtures of WS2 nanoparticles and microparticles were also tested to see if a combination of reduced friction and wear would be achieved. The effect of the mixing process on the morphology of the particles was also reported. The microparticles showed the largest reduction in coefficient of friction while the nanoparticles showed the largest wear scar area reduction.

Design of sheet metal drawing processes requires accurate information about the distribution of restraining forces, which is usually accomplished by a set of drawbeads positioned along the perimeter of the die cavity. This study is targeting bringing together the results of finite element analysis and experimental data in order to understand the most critical factors influencing the restraining force. The experimental study of the restraining force was performed using drawbead simulator tool installed into a tensile testing machine. Based upon the experimental results, it was observed that the restraining force of the given drawbead configuration is dependent upon the depth of bead penetration, friction between the drawbead surfaces as well as the clearance between the flanges of the drawbead simulator. This clearance is often adjusted during stamping operations to increase or decrease material inflow into the die cavity without any modification in the die.

This particular study focuses on four specific gear steels: SAE 4320, SAE 8822, PS18, and 20MnCr5. Notched specimens are manufactured from the four materials. Three point bending experiments were conducted which include ultimate tests and fatigue tests. Part I is on ultimate test only. Part II will concentrate on fatigue testing. In order to see how the carburization affected the fatigue performance of these steels, a residual stress test was performed on one sample of each steel by mean of the incremental hole drilling method. The compressive stresses were found in all four steels with minimum and maximum stress approximately equal. This suggests that the residual stresses are biaxial in the carburized steel case. The difference between the maximum and minimum stresses is within 37% for all steels. The residual stress after the carburization process were found to be highest in the 4320 steel and SAE 8822, followed by PS 18 and then MnCr.

This paper describes a laboratory-based test system and procedure for determining the durability of RTV sealant with fretting movement. A test machine is described in which shear and tensile stress-generating displacements at room temperature and temperature of 100°C are produced to load an RTV seal. The test system utilizes an air pressurized hollow cylinder with a cap sealed by RTV sealant on a reciprocating test rig. An external air leakage monitoring system detects the health of the tested RTV seal. When air leakage occurs, the seal is determined to have failed. RTV sealant used in the test was fully cured at room temperature and then aged with engine oil. In the experiments, a total of 6 displacements were used to generate cycle/amplitude graphs for both shear and tensile modes. Failures were determined to be caused by the loss of adhesion in tensile mode, and by crack nucleation due to the special step design in shear mode.

One of the key functions of lubricating oil additives in diesel engines is to control oil thickening caused by soot accumulation. Over the last several years, it has become apparent that the composition of the base oil used within the lubricant plays an extremely important role in the oil thickening phenomenon. In particular, oil thickening observed in the Mack T-8 test is significantly affected by the aromatic content of the base oil. We have found that the Mack T-8 thickening phenomenon is associated with high electrical activity, i.e., engine drain oils which exhibit high levels of viscosity increase show significantly higher conductivities. These findings suggest that electrical interactions are involved in soot-induced oil thickening.

The Nissan KA24E engine test is designated to replace the Ford Sequence VE engine test as the low temperature valve train wear requirement for ILSAC (International Lubricant Standardization and Approval Committee) GF-3. The KA24E (recently designated the Sequence IV A) represents much of the current world-wide material and design technology while retaining the sliding cam/follower contact found in earlier engine designs. The work presented here is the first of two reports. In this first report, the physical and chemical environment the KA24E engine presents a lubricant is characterized and compared to those of the Sequence VE engine. Valve train materials and wear modes are investigated and described. Although chemical analysis of drain oils indicate the KA24E procedure does not degrade the lubricant to the extent seen in the Sequence VE test, valve train wear appears to proceed in a similar manner in both tests.

The work presented here is the second of two papers investigating the KA24E engine test. The first paper characterized the KA24E engine in terms of the physical and chemical operating environment it presents to lubricants. The authors investigated oil degradation and wear mechanisms, and examined the differences between the KA24E and the Sequence VE engine tests. It was shown that while the KA24E does not degrade the lubricant to the extent that occurs in the Sequence VE, wear could be a serious problem if oils are poorly formulated. This second paper examines the wear response of the KA24E to formulation variables. A statistically designed matrix demonstrated that the KA24E is sensitive to levels of secondary zinc dialkyldithiophosphate (ZDP), dispersant and calcium sulfonate detergent. This matrix also showed that the KA24E appears to have good repeatability for well formulated oils and is a reasonable replacement for the wear component of the Sequence VE.

Crankshaft fillet is subjected to a cyclic bending stress during operation. Fatigue cracks are observed at the fillet during the fatigue test. Compressive stresses are generated by deep-rolling process in order to increase the surface hardness and improve the fatigue strength. To examine the deep-rolling effect, the residual stresses at the fillet need to be investigated. Incremental hole drilling and ISSR (interferometric strain/slope rosette) method is applied to measure the residual stresses at the bottom of the fillet. Incremental hole drilling process is to gradually remove material and mill a hole on the specimen surface in order to relax stress. The ISSR is composed of three micro-indentations, which are indented near the hole and would generate interferometric fringe patterns upon incident laser beam. With incremental drilling, stress relaxation causes the relieved strains, which in turn cause the shifts of interferometric patterns.

The primary goal of the USAF JP-8+100 thermal stability additive (TSA) program is to increase the heat-sink capacity of JP-8 fuel by 50%. Current engine design is limited by a fuel nozzle temperature of 325°F (163°C); JP-8+100 has been designed to allow a 100°F increase in nozzle temperatures up to 425°F (218°C) without serious fuel degradation leading to excessive deposition. Previous studies have shown that TSA formulations increase the electrical conductivity of base jet fuel. In the present paper, further characterization of this phenomenon is described, as well as interactions of newer TSAs with combinations of SDA and other surface-active species in hydrocarbons, will be discussed.

The search for alternative energy sources, particularly renewable sources, has led to increased activity in the area of ethanol blended diesel fuel, or E diesel. E diesel offers potential benefits in reducing greenhouse gases, reducing dependence on crude oil and reducing engine out emissions of particulate matter. However, there are some concerns about the use of E diesel in the existing vehicle fleet. One of the chief concerns of the use of E diesel is the affect of the ethanol on the lubricating properties of the fuel and the potential for fuel system wear. Additive packages that are used to formulate E diesel fuels can improve fuel lubricity and prevent abnormal fuel system wear. This work studies the lubricity properties of several E diesel blends and the diesel fuels that are used to form them. In addition to a variety of bench scale lubricity tests, injector pump tests were performed as an indicator of long term durability in the field.