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An improved technique for the measurement of temperature distributions in an EHD conjunction is presented. The technique reported here employs the infrared radiation emitted by the EHD conjunction and appears more rigorous, more reliable, and less cumbersome than that reported previously by the authors. Detailed mapping of fluid temperature (averaged through the thickness) and the ball surface temperature can be obtained. These temperature distributions have been reported for a naphthenic mineral oil for peak Hertz pressures of 1.05 and 1.51 GN/sq m (148 and 219 kpsi), at sliding speeds ranging from 0.35 to 12.7 m/s (13.4 to 500 ips) and a bath temperature of 40 C.

Traction prediction in sliding elastohydrodynamic (EHD) contacts was examined along with an elastohydrodynamic lubrication simulation of the effects of load and speed on temperatures in the EHD contact. An existing shear stress theory and lubricant rheological model were studied and evaluated by applying them to traction prediction. Results obtained using measured film thickness and surface temperature data, were compared with measured traction values. The infrared technique for measuring temperatures in an EHD contact was further developed and ball surface and fluid temperatures are reported for sliding speeds of 0.35 to 5.08 m/s at 0.52 to 2.03 GN/sq m maximum pressure and surface roughnesses of .011 to .381 micrometers c.1.a. The relationship between asperity interaction, as measured by relocation surface profilimetry and high frequency temperature measurements, and the ratio of film thickness to surface roughness was also studied.

The viscosities of a number of liquid lubricants and lubricant formulations, determined as function of pressure, temperature, and shear stress by means of a high-pressure capillary viscometer, are reviewed. Where possible, these results are compared with those obtained by other techniques (optical elastohydrodynamics, oscillating crystal, and low shear capillary viscometry).

A capillary viscometer was used to measure viscosity as a function of pressure, temperature, and shear stress for a number of lubricants. The conditions under which the measurements were made are specified. The results obtained for each material are analyzed. It was determined that all pressure-viscosity coefficients decreased with increasing temperature. Data from other techniques such as optical elastohydrodynamics, oscillating crystal, and low shear capillary viscometry were compared with the results obtained.

The research in this report is divided into two categories: (1) lubricant rheological behavior, and (2) thermal behavior of a simulated elastohydrodynamic contact. The studies of the lubricant rheological behavior consists of high pressure, low shear rate viscosity measurements, viscoelastic transition measurements, by volume dilatometry, dielectric transitions at atmospheric pressure and light scattering transitions. Lubricant shear stress-strain behavior in the amorphous glassy state was measured on several fluids. It appears clear from these investigations that many lubricants undergo viscoplastic transitions in typical EHD contacts and that the lubricant has a limiting maximum shear stress it can support which in turn will determine the traction in the contact except in cases of very low slide-roll ratio. Surface temperature measurements were made for a naphthenic mineral oil and a polyphenyl ether. The maximum surface temperature in these experiments was approximately symmetrical about the zero slide-roll ration except for absolute values of slide-roll ratio greater than about 0.9. Additional surface temperature measurements were made in contacts with rough surfaces where the composite surface roughness was approximately equal to the EHD film thickness. A regression analysis was done to obtain a predictive equation for surface temperatures as a function of pressure, sliding speed, and surface roughness. A correction factor for surface roughness effects to the typical flash temperature analysis was found.

In this study, moving surface temperature measurements in rolling and sliding EHD point contacts were made using an available infrared technique. Film thickness and traction have also been measured. Slide-to-roll ratios of -2 to +2 have been studied. By using a different kinematic configuration, stationary surface temperatures have also been measured. It has been shown that, while surface temperature rises in the low slip region are relatively small, stationary surface temperatures are significantly higher than the moving surface temperatures. Flash temperature theory has been extended to cover the combined rolling and sliding conditions. Correlation between the predicted and the measured values has also been performed.

A preliminary investigation into the possible role of glass transition and glassy state behavior of lubricants in EHD contacts is reported. Measurements of the glass transition of lubricants as a function of pressure by two methods are presented along with a discussion indicating possible implications of the results to EHD lubrication.

Infrared temperature measurements, ferrographic analysis, and surface profilimetry were used to monitor asperity interactions in a sliding EHD point contact. The contact temperature and surface profile signals obtained both before and after a run-in period are compared in the frequency domain by means of a Fourier analyzer. The interaction of surface asperities is accompanied by the presence of a high frequency component in the infrared signal. It is also shown that only a relatively narrow band of wavelengths of the surface profile spectrum are relevant in the interaction process.

Technique uses an infrared detector with two specially selected infrared filters, in separately mapping the contact-surface temperature and average oil-film temperature in an elastohydrodynamic conjunction. Apparatus includes conventional four-ball bearing tester and temperature controlled lubricant system.

Viscosity measurements in a high pressure rheometer, elastohydrodynamic simulator studies (including the development of a temperature measuring technique), and analytical fluid modeling for elastohydrodynamic contacts are described. The more recent research which is described concerns infrared temperature measurements in elastohydrodynamic contacts and the exploration of the glassy state of lubricants. A correlation, of engineering significance, was made between transient surface temperature measurements and surface roughness profiles. Measurements of glass transitions of lubricants and the study of the effect of rate processes on materials lead to the conclusion that typical lubricants go into the glassy state as they pass through the contact region of typical elastohydrodynamic contacts.

An infrared technique has been used to determine the effects of load, speed and surface roughness on temperature in a sliding elastohydrodynamic (EHD) point contact. Ball surface temperatures are reported for sliding speeds of 0.35 to 5.08 m/s at 0.52 to 2.03 GN/per sq m maximum pressure with surface roughness in the range 0.01 to 0.38 micron c.l.a. The relationship between asperity interaction, as measured by relocation surface profilimetry and high frequency temperature measurements, and the ratio of film thickness to surface roughness has also been studied.

The life and load carrying capacity of roller bearing are highly influenced by the sliding velocities at the contacts between rollers and races. In this investigation, a computational model was developed to predict traction forces, forces on the cage, sliding and spinning speeds of the roller when the bearing is lubricated with a fluid of known traction coefficient characteristics as functions of pressure and velocities.

The pressure viscometer was modified to permit the measurement of viscosity at elevated pressures and shear stresses up to 5 x 10 to the 6th power N/sq m (720 psi). This shear stress is within a factor of three of the shear stress occurring in a sliding ehd point contact such as occurs in the ehd simulator. Viscosity data were taken on five lubricant samples, and it was found that viscous heating effects on the viscosity were predominant and not non-Newtonian behavior at the high shear stresses. The development of the infrared temperature measuring technique for the ehd simulator was completed, and temperature data for a set of operating conditions and one lubricant are reported. The numerical analysis of the behavior of nonlinear lubricants in the lubrication of rollers is reported.

Techniques using the infrared radiation emitted by a sliding elastohydrodynamic (EHD) point contact to measure oil film and surface temperature are discussed. Temperature distributions in the EHD contact are presented for a naphthenic mineral oil at 1.04 GN/sq m (150,000 psi) Hertz pressure and several sliding velocities. Film temperatures as high as 360 C are reported at locations near the points of minimum film thickness in the contact side lobes.