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Machines operate under increasingly harsher contact conditions, causing significant wear and contact fatigue. Sub-surface stresses are responsible for the premature contact fatigue of rolling element bearings, meshing gears, and cam–follower pairs. Surface protection measures include hard, wear-resistant coatings. Traditionally, contact integrity has been predicted using classical Hertzian contact mechanics. However, the theory is only applicable when the contact between a pair of ellipsoidal solids of revolution may be considered as a rigid indenter penetrating a semi-infinite elastic half-space. Many coatings act as thin bonded elastic layers that undergo considerably higher pressures than those predicted by the classical theory. Furthermore, inelastic deformation of bonded solids can cause plastic flow, work-hardening, and elastoplastic behaviour. This paper presents a comprehensive, integrated contact mechanics analysis that includes induced sub-surface stresses in concentrated counterformal finite line contacts for all the aforementioned cases. Generated pressures and deformation are predicted for hard coated surfaces, for which there is a dearth of relevant analysis. The contact characteristics, which are of particular practical significance, of many hard, wear-resistant advanced coatings are also studied. The paper clearly demonstrates the importance of using efficient semi-analytical, detailed holistic contact mechanics rather than the classical idealised methods or empirical numerical ones such as FEA. The novel approach presented for the finite line contact of thin-layered bonded solids has not hitherto been reported in the open literature.

This paper presents an investigation of the frictional behaviour of three-piece piston oil control rings. A bespoke tribometer replicates the kinematics of the contact between a full oil control ring and the cylinder liner. The three-piece oil control ring is composed of two segments, separated by a waveform-type expander. The experimental results indicate the dominance of a mixed regime of lubrication throughout the stroke. This is particularly the case when the experiments are conducted at 80 °C, a typical engine sump temperature, when compared with those at 20 °C (a typical engine start-up temperature in the UK in the summer). A mixed hydrodynamic analytical model of the oil control ring–cylinder liner tribological interface is employed to apportion frictional contributions with their physical underlying mechanisms. Therefore, combined numerical and experimental investigations are extended to lubricant contamination/dilution by ethanol-based fuels. This study shows that the transition from E10 to E85 would have an insignificant effect on the friction generated in the oil control ring conjunction. This holistic approach, using a detailed predictive l mixed regime of lubrication model and a representative bespoke tribometry, has not hitherto been reported in the open literature.

Meshing teeth pairs of involute spur gears often form the final drive of high-performance motorsport transmissions. They are subject to high normal and shear loading. Under transient conditions pertaining to a meshing cycle, the contact conditions alter from the onset of teeth pair engagement through to maximum normal loading, followed by contact separation. Sliding motion only ceases instantaneously at the pitch point. The regime of lubrication remains mostly in non-Newtonian thermo-elastohydrodynamic conditions. The results show that a starved inlet boundary is attained throughout most of the meshing cycle which leads to the diminution of the pressure spike at the exit from the contact conjunction. The reversing sub-surface shear stresses are the main source of the onset of any inelastic deformation, which is dominated by the primary pressure peak in compliance with the Hertzian maximum pressure. The shear stress field is supplemented by an induced field due to the presence of the pressure spike. Under starved conditions this secondary stress field is diminished. The combined solution of elastohydrodynamics with a thermal network model, non-Newtonian lubricant traction, and sub-surface stress evaluation provides for a comprehensive solution not hitherto reported in the literature.

In applications requiring high load carrying capacity, conforming contacting pairs with a relatively large contact footprint are used. These include circular arc, Novikov, and Wildhaber gears found, for example, in helicopter rotors. Closely conforming contacts also occur in many natural endo-articular joints, such as hips, or their replacement arthroplasty. The main determining factors in contact fatigue are the sub-surface shear stresses. For highly loaded contacts, classical Hertzian contact mechanics is used for many gears, bearings, and joints. However, the theory is essentially for concentrated counterforming contacts, where the problem is reduced to a rigid ellipsoidal solid penetrating an equivalent semi-infinite elastic half-space. Applicability is limited though, and the theory is often used inappropriately for contacts of varying degrees of conformity. This paper presents a generic contact mechanics approach for the determination of sub-surface stresses, which is applicable to both highly conforming as well as concentrated counterforming contacts. It is shown that sub-surface shear stresses alter in magnitude and disposition according to contact conformity, and lead to the different modes of fatigue failure noted in practice.

The viscosity and tribological behavior of nanofluids formed by dispersed nano-diamond particles within Poly-Alpha-Olefin (PAO6) lubricant is studied at different concentrations. The variation of coefficient of friction with nanoparticle concentration is measured using pin-on-disc tribometry under boundary, mixed, and hydrodynamic regimes of lubrication. A multi-scale multi-physics thermo-mixed lubrication model is developed to provide fundamental understanding of the measured tribometric results. The analytical approach combines continuum contact mechanics, thermal-mixed lubrication comprising the interaction of rough surfaces, as well as a thermal network heat transfer model. In particular, Einstein’s viscosity model for dispersed hard particles together with Vogel’s viscosity-temperature dependence model for fluid viscosity containing nanoparticles represent new contributions to knowledge. This integrated numerical-experimental study of nanofluid thermal and tribological assessment has not hitherto been reported in literature. It is shown that improved heat transfer capability of nanofluids is particularly effective in the reduction of friction under a mixed regime of lubrication.

The study of textured surface performance is one of the highly researched topics in recent times. This is mainly due to the advantages that such surfaces can potentially provide in practice, in mitigating adverse tribological conditions, such as friction and wear. However, considering the complexities found in practice, a methodological analysis and evaluation procedure is essential in order to gain an understanding of the benefits from utilising such features in a given contact. The current study provides a combined analytical and experimental approach towards an enhanced understanding of the behaviour of textured surfaces relative to their untextured counterparts. The developed analytical models are invaluable in providing an insight into the relationship between the many parameters involved in defining even simple surface texture feature geometry and the expected outcomes in practice, when corroborated with experimental results. The current study reports on such an endeavour. With the studied texture configuration, the results have shown the possibility of reducing friction by as much as 25%.