The Sliding Hertzian Point Contact in Tribotesting
Transcription
The Sliding Hertzian Point Contact in Tribotesting
The Sliding Hertzian Point Contact in Tribotesting: Understanding its Limitations as a Model of Real Systems TRACK OR CATEGORY Tribotesting AUTHORS AND INSTITUTIONS G. Plint, Phoenix Tribology Ltd, Kingsclere, United Kingdom INTRODUCTION The most important criterion for correlation between model test and actual application is that the test should reproduce the wear and/or failure mechanisms of the application. We can be confident that if the wear and/or failure mechanism in the laboratory emulation is not the same as the wear and/or failure mechanism in the real system, the test model is probably wrong. We start with the position that, in the real world: 1. There are no macro-scale engineering applications involving sliding hertzian point contacts. The only real system hertzian point contacts involve sliding and rolling (toroidal transmission) and pure rolling (ball bearings), where the point of contact moves on both surfaces. 2. There are very few engineering applications where the same material is used on both sides of a pure sliding tribological contact. This is to avoid poor tribological compatibility. 3. Most practical engineering surfaces, for sliding or sliding/rolling lubricated applications, are much rougher than most standard, sliding point contact test surfaces, where many test standards call for highly polished specimens. 4. Most practical engineering surfaces are designed to wear, not fail. Many sliding hertzian point contact tests start by failing the surface and running on a failed surface, or, to be more precise, subsurface. However, there are many tribological tests using sliding hertzian point contacts; it should be apparent that these tests do not model anything in the real world. It therefore begs the question as to why we use so many sliding hertzian point contact tests, for lubricant and material evaluation. MAIN BODY Contact Pressure and Wear With sliding hertzian point contact tests of all types, the contact pressure starts unrealistically high and then falls substantially in the first few minutes of motion. As an example of this, in the ISO fuel lubricity test, the contact pressure with the low lubricity reference fluid falls from about 820 MPa to less than 20 MPa in the first fifteen minutes. The difference in wear scar width between candidate samples is established within the first few minutes. Subsequently, tests continue to run at very much lower contact pressures, but at different contact pressures, depending on the fluid. There would be no such differences in contact pressure in a real machine: the contact pressure in a gear, cam or ring liner contact does not alter, just because we decide to test two different additives. Hard Ball on Soft Plate Few attempts have been made to explain what is happening with wear scar generation in the sliding point contact tests. For a ball sliding in a conforming groove, we would expect an elliptical contact patch. However, with reciprocating motion, at stroke end, we would expect the ball to conform to the formed end of the wear track, increasing the dimensions of the contact patch in the direction of motion. Exactly this effect is evident with tests using the high lubricity (good) reference fuel, with wear scars showing an elliptical wear scar with grooving in the direction of motion, plus end of stroke witness marks, which lack directionality. ISO 12156 both mentions and illustrates this type of wear scar, but makes no attempt to explain it, simply limiting comment to “In these cases it can be more difficult to see or measure the true scar shape” [1]. It is apparent that the ball wear scar for the high lubricity reference fluid involves two different wear mechanisms: an elliptically shaped central area subject to severe adhesive wear and end of stroke witness marks with the appearance of three body abrasive wear, perhaps caused by the accumulation of wear debris at the end of the stroke. An alternative explanation for the witness marks could be a form of impact fretting; the relative motion of the ball against the end of the plate wear scar must involve surfaces coming into contact and then sliding with very small amplitude motion. With the low lubricity (bad) reference fuel, the main wear scar and the stroke end witness marks merge into one larger scar, with much less obvious directionality. The wear scar with the low lubricity fluid has the appearance of seizure or galling. This would appear to be an example of “junction growth”, with the actual area of contact approaching the nominal area of contact. The difference between the wear scars appears primarily to be a difference of wear mechanism, that being, for the high lubricity fluid, severe adhesive wear, plus something indeterminate on either side of the wear scar, in the direction of motion, and, for the low lubricity fluid, seizure. Why bother measuring the scar dimensions and not just report whether the fluid produces seizure or not? Soft Ball on Hard Plate By way of comparison, if we run on a hardened plate, we end up with a near perfectly round wear scar on the ball and no plastic deformation on the plate, with both lower friction and much lower friction noise, in other words, much smoother sliding. Of course, by hardening the plate, we have significantly increased the yield stress of the material, thus preventing plastic deformation. Wear Scar or Witness Mark? The conventional method of measuring the wear scar on a ball sample is to measure the wear scar diameter in the direction of sliding and transverse to the direction of sliding, but how do we know, in a low wear situation, that what we are measuring is wear and not simply a sort of witness mark, as one would get on the ball in a Brinell hardness test? One approach is to normalize the nominal scar measurement by dividing it by the calculated initial Hertzian contact area. This way we can determine if the measured wear area is larger than the Herztian contact. Although we cannot assume that a normalized wear scar area of 1 indicates no wear, we can assume that a value of 1 indicates a well performing lubricant compared with a lubricant that produces a value well in excess of 1. Additive Sensitivity Sliding point contact tests are insensitive to increased additive concentration, once a complete, coherent, additive film has been formed. This is because there are only a finite number of absorption sites for additives to latch on/adhere to, applying Langmuir adsorption theory [2]. By way of contrast, data can be found to demonstrate sensitivity to additive concentration, when using a line contact configuration. The issue is this: 1. with the ball, the contact pressure falls much faster and much further than with the cylinder. 2. with the cylinder, a much larger surface area is sampled than with a ball. With regard to the wear generated, with mild wear, we expect the surfaces to get smoother and for severe wear we would expect the surfaces to get rougher. Obliteration of the original surface topography indicates severe adhesive wear or seizure. We can generate mild wear with a line contact, but find it very difficult with a point contact test to operate in any regime other than severe wear or seizure. Stop/Start Tests with a Line Contact It will be apparent that if we choose to run tests with a line contact, in a mild wear regime, we produces a better model of real systems, however it will take much longer to generate a measurable amount of wear, compared with a sliding point contact test. We need to devise a method to stress the lubricant additives without inducing failure in the material samples. The answer is to run with a precisely controlled lubricant charge and a repeated stop/start cycle [3]. With this method, we can significantly increase the sensitivity of the test, but we still reach a saturation point, when it comes to increasing additive concentration and the measurement of wear scar width. However, other measurements, including electrical contact potential and instantaneous friction, can be used to indicate progressive, controlled, smoothing of the surfaces, with increasing additive concentration. This indicates that the wear is taking place at an asperity level, as happens in many, real, lubricated engineering contacts, but this does not necessarily result in an increase in the measured wear scar width. Exploring parameters other than simple wear scar dimensions, as a measure of additive concentration is perhaps the way forward. The real challenge is to explore whether it is possible to measure changes in surface topography on the plate sample, in situ, in the test machine. With a stop/start cycle, this could of course be attempted, on an exposed part of the plate sample, during stop events. Conclusions In this paper we have attempted to explain what it is that is generated in a sliding hertzian point contact test. For the most part, the only justification for running a sliding point contact test is that it allows rapid generation of a wear scar that can be measured, at best, with a degree of uncertainty as to the resulting wear mechanism or mechanisms involved and what to measure. Whether this is a meaningful measurement is open to question, bearing in mind that there are no real engineering applications involving a sliding point contact. We have proposed a sliding line contact configuration as a better model of mild wear in real systems and have suggested current and future methods of detecting progressive smoothing of engineering surfaces, to address the difficulty of measuring mild wear, in a test machine. ACKNOWLEDGMENTS Professor John Williams: Professor Malcolm Fox: Dr Peter Lee: Dr Dirk Drees: Carl Hagar: Tim Kamps: University of Cambridge University of Leeds SouthWest Research Falex Tribology NV The Timken Company University of Southampton REFERENCES [1]. ISO 12156 Diesel Fuel -- Assessment of lubricity using the high-frequency reciprocating rig (HFRR). [2]. Fox, M.F. Development of the diesel fuel additive lubricity model. Proceedings of the Institution of Mechanical Engineers, Part J: Journal of Engineering Tribology, February 1, 2007; vol. 221, 2: pp. 161164. [3]. Walker, J.C., Kamps, T. J., Wood, R.J.K., The influence of start–stop transient velocity on the friction and wear behaviour of a hyper-eutectic Al–Si automotive alloy. Wear Volume 306, Issues 1–2, 30 August 2013, Pages 209–218. KEYWORDS Wear: Wear/Failure Testing Devices, Wear: Equipment Wear Tests !"#$#%&'()*+,#-% ./#%+'0/%+-1+'#%'2*#3/+)4+#%&5' 6%$)*4+-%$#%&'#+4'7#8#+-+#/%4'-4'-'9/$)"'/:' ;)-"'!<4+)84' !"#$%&'#(%)'*"#+,-)-%./%&'%#*$0#112%3(/.0*'%&,$"%#%-1,.,+4% "'($5,#+%3/,+$%*/+$#*$6 !"2%,-%#%-1,.,+4%3/,+$%*/+$#*$%1'--%-'+-,$,7'%$"#+%#%-1,.,+4%1,+'% */+$#*$6 George Plint Phoenix Tribology Ltd info@phoenix-tribology.com A G PLINT © 2015 !"#$%%&'()*$+%),-./$0. 0/**)"-+#/%'0*#+)*#/% !"#$%#&%$&"'()*$+#,+'*(-#$%"#$.#/+$/0*1'+$ 2/3)(+#$4#-"/03&4&$'2$%"#$/,,)3-/%3'0 52$%"#$.#/+$/0*1'+$2/3)(+#$4#-"/03&4$30$%"#$ )/6'+/%'+7$#4()/%3'0$3&$0'%$%"#$&/4#$/&$%"#$ .#/+$/0*1'+$2/3)(+#$4#-"/03&4$30$%"#$+#/)$ &7&%#48$%"#$%#&%$4'*#)$3&$,+'6/6)7$.+'09 1 ,%&#&'()1$2/3&+')4"&'/)5"'/+6/ • !"#$%&'"()&%*+#+,-.,++'.,-#%//*.&%0.",)#.,1"*1.,-# )*.2.,-#3+'04.%,#/".,0#&",0%&0)5 • 6+7#+,-.,++'.,-#%//*.&%0.",)#73+'+#)%$+#$%0+'.%*# 8)+2#",#9"03#).2+)#":#%#/8'+#)*.2.,-#&",0%&05 • ;")0#/'%&0.&%*#+,-.,++'.,-#)8':%&+)#$8&3#'"8-3+'#03%,# $")0#)0%,2%'2<#)*.2.,-#/".,0#&",0%&0#0+)0#)8':%&+)5 • ;")0#/'%&0.&%*#+,-.,++'.,-#)8':%&+)#2+).-,+2#0"#7+%'<# ,"0#:%.*5 • ;%,=#)*.2.,-#3+'04.%,#/".,0#&",0%&0#0+)0)#)0%'0#9=#:%.*.,-# 03+#)8':%&+#%,2#03+,#'8,,.,-#",#%#:%.*+2#)8':%&+5 ,%&#&'()1$2/3&+')4"&'/)5"'/+6/ There are no real life applications in which this type of contact occurs 2 ,%&#&'()1$2/3&+')4"&'/)5"'/+6/ !"#+#$/+#$4/07$%+36')'93-/)$%#&%&$(&309$.3%"$ &)3*309$"#+%:3/0$,'30%$-'0%/-%&8$6(%$."/%$-/0$ %"#7$+#/))7$6#$4'*#))309; <'0%/-%$!7,# =#/)$>7&%#4& !"#$%#&"&'()*%+%#, 4#$.56%$$.#$()*%+%#, 8'/%**9$%#,()*%+%#, )*%+%#,:;"**%#, ;"**%#, -.#/%*(0(1.*$(2%33.+(-.# 7 7 2"5"%+9*(259#'6%''%"# <9**(<.95%#, 5"22$%+/&"')52&/$2&"'7 ASTM standard test procedures “Bias” statements will frequently state: “The evaluation of “Property X” by this test method has no bias because “Property X” can be defined only in terms of the test method.” In other words, the test only correlates with itself! 3 !"#$%%&'()*$+%),-./$0.7 !"#$#%&'()*+',-""''''''''''''''' .!/'(*0"'1*2+#3#45 6)07'-%548#%&'+0-"'"))9'"#90'48#7: !*+;-30'4)<)&+-<85')2"#40+-40$= ,8$6&0$')1+2#'$.. 4 ,8$6&0$')1+2#'$.. >"40+#%&'480'?)@0+"-<'<-+-A040+B 9:$2%+8)4+2+0$/$2 !"#$?'@#+)/,$,/+/4#%#+?$A<:3-"'&B$3&$%"#$+/%3'$'2$ &)3*309$*3&%/0-#$2'+$?6'*7?$*3@3*#*$67$&)3*309$ *3&%/0-#$2'+$?-'(0%#+$6'*7?C$D'+$%"#$%"+(&%$ ./&"#+$%"3&$3&$E8$2'+$2+#%%309$%#&%&$3%$3&$-)'&#$%'$E8$ 6(%$2'+$,30$'0$*3&-$%#&%&$3%$3&$@/+3/6)#8$6(%$3&$ %7,3-/))7$)#&&$%"/0$FCFGC$!"#$'@#+)/,$,/+/4#%#+$ /)&'$/,,)3#&$2'+$+#-3,+'-/%309$%#&%&H$%"#$)'09#+$ %"#$&%+'I#8$%"#$)#&&$%"#$)30#/+$.#/+$'0$%"#$,)/%#$ &/4,)#$2'+$/$93@#0$/4'(0%$'2$.#/+$'0$%"#$6/))C 5 !""#$%&'"&(%)'*#&'+&(,-%#.&/#-0'+-# 4#$.5=*9>"59$"5?($.'$(+9$9(,%@.#(%#(A)2B(CDEFG(= GG()$9#+95+(2.'$(B.$H"+(I"5( C.$.56%#%#,(JK$5.6.(-5.''&5.(-5"3.5$%.'("I(L&>5%/9$%#,(8%*'(M'%#,(N%,H( 15.O&.#/?P(L%#.95(8'/%**9$%"#(2.'$(B9/H%#. 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