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  • Chapter 5Tribology and Engineering Materials

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski

  • Chapter Goals

    Upon completion of this chapter, the student should: have an understanding of tribology and its

    importanceimportance have a knowledge of the fundamentals of friction have a knowledge of the type of wear that canhave a knowledge of the type of wear that can

    occur have a review of the fundamentals of bearings and

    l b i tlubricants

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 2

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • Introduction

    Origin of the word tribology Friction costs (10% of GDP) Wear cost (5% of GDP)

    S f t ib l Scope of tribology

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 3

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.2 Contact Mechanics

    Real area of contact Hertz stress equations

    St i l t t diff t f th Stress in real contacts are different from the apparent stress

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 4

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.2 Contact MechanicsMechanics

    Figure 51 Concept of real d fand apparent area of contact

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 5

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.2 Contact Mechanics

    Figure 5 2 When real surfaces contact the up features of the

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 6

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Figure 52 When real surfaces contact, the up-features of the surfaces carry the load

  • 5.2 Contact MechanicsMechanics

    Figure 53 Hertz equation for the contact ofequation for the contact of a sphere on a flat surface under elastic conditions

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 7

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • R l f f h

    5.3 Friction

    Role of surface roughness Components of friction: F = Fa + Fp + Fs + Fn

    Fa = force to break adhered junctionsFp = force to plow and deform surface features Fs = force to shear films between surfacesFn = force due to the nature of the sliding system

    Different types of friction Sliding vs. Rolling friction Measurement

    b d f Lubricated friction Significance in wear of components

    Use of published friction data in design

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 8

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Use of published friction data in design

  • 5.3 Friction

    Figure 54 The force required to move surface A up the

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 9

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Figure 5 4 The force required to move surface A up the rugosities on surface B

  • 5.3 Friction

    Figure 55 Types of friction

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 10

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    g yp

  • 5.3 Friction

    Figure 56 The difference between the coefficient of friction and the traction coefficient; they are mathematically similar but

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 11

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    and the traction coefficient; they are mathematically similar, but differ in point of force application.

  • 5.3 Friction

    Pure rolling at a & b, some sliding betweensome sliding between these regions

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 12

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Figure 57 Pure rolling only occurs in areas a and b

  • 5.3 Friction

    Figure 58 Equations Figure 58 Equations for friction force

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 13

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.3 Friction Schematic equation only!

    r = Fr /N * {(Ra / E h R )} Kr

    r = Rolling friction coefficientFr = Force to produce rollingN = Normal forceN Normal forceRa = Surface roughnessE = Elastic modulush surface hardnessh = surface hardnessR = radius of rolling shapeKr = variable related to tribosystem

    Figure 58 General concept - potential equation for rolling friction coeff

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 14

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    for rolling friction coeff.

  • 5.3 Friction - Measurement

    Figure 59 Rolling friction test. Rolling resistance number is the height of the hill divided by the distance travelled on rolling from

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 15

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    height of the hill divided by the distance travelled on rolling from the top (car in neutral with engine running).

  • 5.3 Friction

    Figure 510 Types of friction force recordings that can be encountered

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 16

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.3 Friction

    Figure 511 Average friction coefficients for various materials in reciprocating motion of anreciprocating motion of an annular ring rider (0.1 on a type 316 stainless steel counterface at 50% relative humidity (RH) at varioushumidity (RH) at various normal forces.

    The stroke was 50 mm and the frequency was 0 5 Hertzthe frequency was 0.5 Hertz. The friction force was averaged for eight cycles in each test.

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 17

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.3 Friction

    Figure 512 Stribeck curve showing how lubricated sliding s stems can ha e f iction a ith ope ating conditions and

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 18

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    systems can have friction vary with operating conditions and lubricant properties

  • 5.3 Friction

    Figure 513 Types of lubrication

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 19

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.4 Definition of Wear

    Correlation between wear and friction Difference between wear and erosion

    T f Types of wear Types of erosion Types of abrasion Types of abrasion Surface fatigue

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 20

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.4 Definition of Wear

    Figure 514 Major categories of wear and specific types of

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 21

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    g j g p ypwear in each category

  • 5.4 Definition of Wear

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 22

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Figure 515 Types of erosion

  • 5.5 Erosion

    Figure 516 (a) Schematic of solid particle erosion; (b) erosion of a wearback from a pipe carrying fly ash. Note hole and wavy surface.

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 23

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.5 Erosion

    Figure 517 (a) Schematic of slurry erosion; (b) pump impeller h i i d f i l f ili d t

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 24

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    showing erosion damage from pumping a slurry of silica and water

  • 5.5 Erosion

    Figure 518 (a) Schematic of liquid impingement erosion; (b) pipe elbow perforated by impingement from high-velocity fluid in a pipeline

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 25

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    in a pipeline

  • 5.5 Erosion

    Figure 519 (a) Schematic of cavitation; (b) cavitation on a stainless steel tank. An ultrasonic agitation device was attached to

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 26

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    stainless steel tank. An ultrasonic agitation device was attached to the other side of this section of the tank (diameter = 15 cm).

  • 5.6 Types of Wear

    Figure 520 (a) Adhesion of asperities in adhesive wear; (b)

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 27

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Figure 5 20 (a) Adhesion of asperities in adhesive wear; (b) metal-to-metal wear on gear teeth (no lubrication)

  • 5.6 Types of Wear

    Figure 521 (a) Schematic of formation of an excrescence in galling; (b) galling damage on the polished conforming surfaces of

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 28

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    galling; (b) galling damage on the polished conforming surfaces of special nuts after one use

  • 5.6 Types of Wear

    Figure 522 (a) Schematic of oxidative wear; (b) oxidative wear occurred from low-speed moving with a mating chain link

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 29

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    (dark area)

  • 5.6 Types of Wear

    Figure 523 (a) Schematic of asperity interaction in fretting wear; (b) fretting damage on a splined shaft from relative motion of a

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 30

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    (b) fretting damage on a splined shaft from relative motion of a mating part

  • 5.6 Types of Wear

    Figure 524 (a) Schematic of low-stress abrasion; (b) low-stress

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 31

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    abrasion of a shaft from hard contaminants in a plastic bushing

  • 5.6 Types of Wear

    Figure 525 (a) Schematic of high-stress abrasion; (b) star wheels on a refuse grinder that have been subjected to high-stress abrasion Wheels are 2 in (50 mm) thick

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 32

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    stress abrasion. Wheels are 2 in. (50 mm) thick.

  • 5.6 Types of Wear

    Figure 526 (a) Schematic of gouging abrasion; (b) gouging damage ca sed b g inding of ocks

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 33

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    damage caused by grinding of rocks

  • 5.6 Types of Wear

    Figure 527 (a) Schematic of pitting due to surface fatigue; (b)

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 34

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Figure 5 27 (a) Schematic of pitting due to surface fatigue; (b) pitting of a large roller thrust bearing race due to surface fatigue

  • 5.6 Types of Wear

    Figure 529 (a) Spalling of a coating from surface fatigue; (b) spalling of plating due to surface fatigue (oscillatory movement

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 35

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    spalling of plating due to surface fatigue (oscillatory movement of about 5 mm)

  • 5.6 Types of Wear

    Figure 528 (a) Schematic of impact wear; (b) impact wear on the st iking face of a batte ing tool

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 36

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    the striking face of a battering tool

  • 5.6 Types of Wear

    Figure 530 (a) Schematic of brinelling; (b) brinelling of a

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 37

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    bearing race by static overload

  • 5.7 Bearings

    Basic types Plain bearings

    R lli l t Rolling element Bearing life (L10) Bearing precision Bearing precision Bearing selection Bearing materials (Design factors)g ( g )

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 38

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.7 Bearings

    Figure 531 Factors that ffaffect wear

    and friction at different scalesscales

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 39

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.7 Bearings

    Figure 5 32 F ndamental catego ies of bea ings

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 40

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Figure 532 Fundamental categories of bearings

  • 5.7 Bearings

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 41

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Figure 533 Engineering materials used for bearings

  • 5.7 Bearings

    Figure 534 Examples of various types of ball bearings: (a) deep groove single row (for radial loads limited axial); (b) angulargroove, single row (for radial loads, limited axial); (b) angular contact (takes radial load and axial loads in one direction); (c) split inner ring (special applications); (d) self-aligning double row (tolerates some misalignment); (e) ball thrust bearing (for axial loads only)

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 42

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    loads only)

  • 5.7 Bearings

    Figure 535 Examples of roller bearings: (a) cylindrical (accommodates high radial load, no axial loads); (b) tapered (accommodates radial and axial loads); (c) spherical (accommodates misalignment); (d) needle (high radial load

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 43

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    ( g ); ( ) ( gcapacity for its size)

  • 5.7 Bearings

    Figure 536 Ball versus roller bearing selection

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 44

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.8 Lubricants

    Types Mineral oils

    F ll f l t d il Fully formulated oils Greases Solid film lubricants Solid film lubricants Bio-based lubricants

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 45

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.8 Lubricants

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 46

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Figure 537 Types of lubricants

  • 5.8 Lubricants

    Figure 538 Engineering materials used to combat abrasive wear

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 47

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.8 Lubricants

    Figure 5 39 Mate ials sed fo non ab asi e ea sit ations

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 48

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    Figure 539 Materials used for non-abrasive wear situations

  • 5.8 Lubricants

    Figure 540 Spalling of chromium plate on a hardened steel guidepost, produced by surface fatigue from reciprocating ball contact

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 49

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    produced by surface fatigue from reciprocating ball contact

  • 5.8 Lubricants

    Figure 541 Part failure due to abrasive wear. Asbestos packing

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 50

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

    g p gran against the stainless steel bushing (type 316).

  • Table 51 DN limits for greases and oils

    5.8 LubricantsTable 5 1 DN limits for greases and oils

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 51

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • Table 52 Solid-film lubricants

    5.8 LubricantsTable 5 2 Solid film lubricants

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 52

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • 5.10 Preventing Wear Failures

    Abrasion guidelines Metal-to-metal guidelines

    Oth id li Other guidelines

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 53

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • Table 53 Some standard tribotests

    SummaryTable 5 3 Some standard tribotests

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 54

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.

  • Global Considerations

    New energy solutions will bring new tribology challenges

    Effect of bio-based fuels and lubes Effect of bio-based fuels and lubes Removal of anti-wear additives Overall goal of reducing friction worldwideOverall goal of reducing friction worldwide

    Engineering Materials: properties and selection, 9th ed.Kenneth G. Budinski, Michael K. Budinski 55

    2010 Pearson Higher Education,Upper Saddle River, NJ 07458. All Rights Reserved.