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Received 11 November 2003; received in revised form 26 July 2004; accepted 28 July 2004
Abstract
This paper presents a full numerical analysis to simulate the thermal elastohydrodynamic lubrication (TEHL) of steelsteel line
contact problem under reciprocating motion. The equation system is solved using multigrid techniques. General tribological beha-
viors of TEHL under reciprocating motion are explained. Comparison between thermal and isothermal results reveals the impor-
tance of thermal eect in prediction of the traction coecient and lm thickness. The inuences of frequency, stroke length, and
applied load on the variations of lm thickness, pressure and traction coecient during one working cycle are discussed. Further-
more, the inuence of slideroll ratio on tribo-characteristics of oil lm under same entraining velocity is revealed.
# 2004 Elsevier Ltd. All rights reserved.
Nomenclature
Yang et al. [10] presented a complete numerical analy- using the ultrathin lm interferometry technique and
sis for a transient, thermal EHL line contact problem compared the measured lm thickness with Hookes
with a longitudinal vibration. Popovici et al. [11] theory. Nishikawa et al. [15,16] investigated the eect
studied the eects of the loading system on the of reciprocating motion under constant load and cycli-
contact dynamics of an EHL contact during start up cally applied load on traction and lm thickness.
numerically. Kaneta and Nishikawa [17] presented the eects of a
A few researchers have paid their attentions to EHL transversely oriented bump on point contact EHL lms
of components undergoing reciprocating motion. in reciprocating motion with a short length of stroke.
Petrousevitch et al. [12] investigated oil lm thickness Rutlin et al. [18] studied the EHL lm behaviors under
in a reversible ball sliding on a plane theoretically and reciprocating motion of constant velocity joints using
experimentally. Hooke [13] has analyzed lm thickness the chromatic optical interferometry. They compared
during reversal of entrainment in EHL contacts and the experimental results with the predictions of steady-
has derived lm thickness formulae in terms of dimen- state theory and revealed that there is a big dierence
sionless groups. Sugimura et al. [14] carried out a study between them. Izumi et al. [19] studied the oil-lm for-
of EHL lm thickness under reciprocating motion mation in reciprocating pure rolling point EHL contact
J. Wang et al. / Tribology International 38 (2005) 165178 167
The applied load is kept constant, so the force characteristic shear stress of the ReeEyring uid, which
balance equation is given by is taken as 10 MPa in this paper.
xout The energy equation of oil lm for such a transient
px;tdx wload 7 problem can be expressed as
xin _
@T @ T_ @ T_ @ 2 T_
The densitypressuretemperature relationship reads: cq u q k 2
@t @x @z @z
C1 p 2
q q0 1 _
C3 T T0 8 T_ @q @p @p @u
1 C2 p u g 15
q @ T_ @t @x @z
where C 1 0:6 109 Pa1 , C 2 1:7 109 Pa1 , z z
where q @=@t 0 q dz @=@x 0 qu dz. The boundary
C 3 0:00073 K1 . condition of Eq. (15) is T_ xin ;z;t T0 if uxin ;z;t > 0.
An improved Roelands viscositypressuretempera- For pure sliding working condition, the heat conduc-
ture relationship suggested by Larsson et al. [21] is tion in the static solid in x-direction is as important as
employed. The expressions [22] are stated as: that in z-direction so that it cannot be neglected. The
n
energy equations for the two solids are
gp;T_ g0 T_ exp lng0 T_ 9:67 !
h io _
_ @T @ T_ @ 2 T_ @ 2 T_
1 1 5:1 109 pz0 T 9 ca;b qa;b ua;b ka;b Dy 2 16
@t @x @z2a;b @x
tion across the lm, and six nonequal-distance nodes in where superscripts pre and now represent the
Za and Zb directions within solids a and b, respectively. 120th time instant (at a stroke end) in previous and
One working cycle, consisting of two strokes, is div- present working cycle. The calculation is nished when
ided into 240 time instants. The instantaneous conver- the criteria are reached and six cycles are nished.
gence criteria on the nest grid level for pressure, load,
and temperature are 1 103 , 1 103 , and 1 104 ,
respectively. The periodic convergent criteria are: 3. Results and discussions
,
X now X
pre now The oil used is a mineral bright stock (BS). Input
Pi Pi Pi < 1 103 18 parameters of the oil are: g0 0:927 Pa s, a 2:389
i i
, 108 m2 =N, q0 875:48 kg=m3 , c 2000 J=kg K, k
X now X pre X now
0:14 W=m K; for the two solids qa;b 7850 kg=m3 ,
DX Pi DX Pi DX Pi
i i
i ca;b 470 J=kg K, ka;b 46 W=m K. Other common
< 1 103 19 input data include: E 0 227 109 , Xout Xin 4:5,
,
XX now XX T0 313 K, R 0:0127 m, U 0 1 1011 .
T pre
T now < 1 104 20
T Fig. 2 shows series of the lm thickness and pressure
i;j i;j i;j
i j i j proles in a stroke under conditions pH 0:8 GPa,
Fig. 2. Film thickness and pressure proles during a stroke. L 2 mm, f 48 Hz, pH 0:8 GPa.
170 J. Wang et al. / Tribology International 38 (2005) 165178
L 2 mm (L=b 11:17), f 48 Hz. The solid lines are the stroke end, since the velocities of two surfaces are
transient results and the dashed curves shown in zero, the squeeze eect is predominant. The oil lm
Figs. 2(bk) correspond to steady-state results. There is entrapped at the left-hand of the conjunction is thicker
a signicant discrepancy between steady-state and tran- than that at the right-hand, while the pressure has the
sient results. For steady-state results, at both stroke spike on the left-hand side, as seen in Fig. 2(a). Then
ends, the oil lm is zero. The steady-state lm thickness the velocities of the two surfaces increase so that the
simply increases with the increase of entraining velocity wedge eect enhances. As a result, the entrapped oil
so that it is the thickest and also the pressure spike lm and the corresponding pressure peak moves
is highest in Fig. 2(g) in which the entraining velocity is towards the outlet region. Furthermore, with the
the largest. However, for the transient state, the oil is enhancement of the wedge eect, a dynamic pressure is
entrapped between contacting surfaces at both stroke established just before the original pressure peak mean-
ends and consequently, the rippled oil lm is observed while a wedge-shaped oil lm is formed before the
before stroke center. The rippled oil lm passes entrapped lm (Figs. 2(c,d)). When the entrapped lm
through the EHL conjunction approximately at the disappears, the lm thickness shows a wedge shape and
entraining velocity. During a stroke, the change of oil the pressure peak newly established becomes lower
lm is controlled by both wedge and squeeze eects. At with an ambiguous spike (Fig. 2(e)). Then the pressure
Fig. 3. Temperature rise proles on two surfaces and middle oil layer during a stroke. L 2 mm, f 48 Hz, pH 0:8 GPa.
J. Wang et al. / Tribology International 38 (2005) 165178 171
Fig. 4. Temperature distributions across the oil lm. L 2 mm, f 48 Hz, pH 0:8 GPa. (a) Stroke center, (b) stroke end.
spike begins to go up slowly again and lm thickness is thickness continue increasing and are nearly the same
also thickened (Figs. 2(f,g)) with the increase of the as the steady-state solution (Fig. 2(h)). This is because
entraining velocity. In Fig. 2(b), the steady-state lm is the stroke length is short in current case; L 2 mm
much smaller than the transient one but it overtakes while the Hertz contact width d 0:358 mm. That is,
the transient lm quickly (Figs. 2(c,d)). In Figs. 2(df), during one stroke, the rippled lm takes about the ear-
the steady-state lm is much thicker than the transient lier 1/3 strokes time to pass through the conjunction
one. At stroke center (Fig. 2(g)), the entraining velocity and then the lm also has to spend a number of time
attains its climax. However, the transient lm thickness instants in overcoming the inuence of the transient
is still much smaller than its corresponding steady-state eect produced by rippled lm. Therefore, the lm
result. After that, the transient pressure spike and lm thickness does not attain to the steady-state lm thick-
Fig. 5. Velocity distributions. L 2 mm, f 48 Hz, pH 0:8 GPa. (a) Stroke center, (b) stroke end, (c) mid-plane velocity curve at stroke cen-
ter, (d) mid-plane velocity curve at stroke end.
172 J. Wang et al. / Tribology International 38 (2005) 165178
Fig. 7. Comparison of isothermal and thermal results. L 2 mm, f 48 Hz, pH 0:8 GPa. (a) Central lm thickness, (b) minimum lm thick-
ness, (c) maximum pressure, (d) traction coecient.
J. Wang et al. / Tribology International 38 (2005) 165178 173
Fig. 8. Inuence of frequency on lm thickness and pressure curves. L 1 mm, pH 0:8 GPa.
Fig. 6 shows the variation in maximum temperature and reaches the main peak. The compressive heating
across the oil lm during one working cycle. It is inter- also plays a minor role in the formation of the second
esting that the maximum temperature has two peaks peak and the temperature rise around the stroke end.
during a stroke. The rst smaller peak is attributed The maximum temperature during half a working cycle
purely to the shear heating which increases with the occurs at a few of time instants after the stroke center.
surface velocities. However, as seen from Fig. 2, fur- In Fig. 7, a comparison between thermal and iso-
ther increase in the surface velocity brings about a thermal results is illustrated for L 2 mm, f 48 Hz,
decrease in the pressure. This produces a large decrease pH 0:8 GPa. The general tendencies of the central
in the viscosity of oil, resulting in the drastic reduction and minimum lm thicknesses, and the maximum
of the shear heating. Therefore, the maximum tempera- pressure for thermal and isothermal conditions are
ture drops. The re-increase of pressure produced by the nearly the same. Isothermal lm thickness is thicker
wedge eect gives rise to increase of viscosity. And than thermal one while isothermal maximum pressure
mainly because of the swell of velocity gradient across is nearly the same with the thermal one. The thermal
the oil lm, the maximum temperature increases again traction coecient curve has two depressions because
174 J. Wang et al. / Tribology International 38 (2005) 165178
Fig. 9. Inuence of frequency on tribo-characteristics. L 1 mm, pH 0:8 GPa. (a) Central lm thickness, (b) minimum lm thickness, (c)
maximum pressure, (d) maximum temperature, (e) traction coecient.
of the two temperature peaks in Fig. 6. It should be 1:35 1011 ), respectively. It can be seen that the
noted that although there is also a small dierence pressure spike and the overall lm thickness increase
between thermal and isothermal maximum pressures, with the increase of the frequency. This is because the
thermal central and minimum lm thicknesses are entraining velocity increases with the frequency. As
much smaller than corresponding isothermal ones. seen from Fig. 8(a), with a low frequency of 20 Hz, the
There is a large dierence between the thermal and iso- thickness of the entrapped oil lm at the left-hand side
thermal traction coecients. For example, the is larger than that at the right-hand side. With a fre-
maximum isothermal traction coecient is 0.092 while quency of 96 Hz, the lm at contact center is thickest;
the thermal value is 0.058 at the 38th time instant. This while for a high frequency of 391 Hz, the entrapped
fact shows that the slight increase of the temperature in lm is thickest at the right-hand side. With a higher
frequency, the slope gradient and the thickness of the
the oil lm (see Fig. 6) brings a large decrease in trac-
wedge-shaped oil lm are larger as shown in Fig. 8(e).
tion coecient and lm thickness. The isothermal trac-
Furthermore, time stagnating around the stroke end is
tion coecient curve hardly depends on the frequency
shorter, and the amount of uid being squeezed out
of reciprocation while the thermal traction coecient decreases. Consequently, the oil lm in the inlet part is
reduces with the increase of frequency. still thicker at the stroke end; the lm shape at stroke is
Fig. 8 shows the lm thickness and pressure proles completely dierent from that for a lower frequency of
in a stroke for L 1 mm (L=b 5:586), pH 0:8 GPa reciprocation.
with frequency f 391 Hz (Umax 26:33 1011 ), Fig. 9 represents the inuence of frequency on tribo-
96 Hz (Umax 6:46 1011 ), and 20 Hz (Umax characteristics for the three cases in Fig. 8. The central
J. Wang et al. / Tribology International 38 (2005) 165178 175
Fig. 10. Inuence of stroke length on lm thickness and pressure curves. Umax 13:1 1011 .
and minimum lm thicknesses increase with the (L=b 55:87), respectively. The dimensionless
increase of the frequency. Fig. 9(c) shows that the maximum entraining velocity, at the stroke center, is
amplitude of the maximum pressure increases with 13:1 1011 . As the stroke length decreases, the overall
the frequency. Similar to Fig. 6, the maximum tem- lm thickness at the stroke end increases because,
perature across the oil lm has two peaks and also rises under a constant value of entraining velocity, the fre-
with the increase of the frequency. However, the rst quency of reciprocation becomes higher with a decrease
peak does not play a subordinate role any more as that in stroke length and consequently the amount of uid
in Fig. 6. Note that for a frequency of 391 Hz, the rst being squeezed out decreases. At stroke center
peak of maximum temperature is higher than the (Fig. 10(d)), the lm thickness increases with the
second one. The overall traction coecient decreases decrease of the stroke length. One of the authors [5]
with the increase of the frequency. The reduction observed through point contact EHL experiments that
depends on the increase in overall lm thickness and the overall lm thickness at the stroke end increases as
temperature rise with the frequency. the stroke length decreases though that at the stroke
Fig. 10 shows the changes of lm thickness and center hardly depends on the stroke length. The
pressure curves under the same entraining velocity with authors hold the view that such a dierence depends on
stroke length of 2, 5 (L=b 27:93), and 10 mm air bubbles those are not considered in this study. The
176 J. Wang et al. / Tribology International 38 (2005) 165178
Fig. 11. Inuence of stroke length on tribo-characteristics. Umax 13:1 1011 . (a) Central lm thickness, (b) minimum lm thickness,
(c) maximum pressure, (d) maximum temperature, (e) traction coecient.
rippling proportion of the time interval of oil lm rip- hand side at the former stroke end and takes the mini-
pled, tr, to time interval of a stroke, D 2tr =T, are mum lm thickness. Then the central lm thickness
0.483, 0.367, 0.233 and 0.167 for stroke lengths of increases gradually due to the increase in the wedge
L 1, 2, 5, and 10 mm, respectively. For the same eect, and attains the maximum at a few time instants
stroke length, the rippling proportion D does not past the stroke center. The change of the minimum lm
change with the variation of working frequency. There- thickness is less drastic than the central lm thickness.
fore, it is concluded that D decreases with the increase Its thickest value also takes place at the same time
of stroke length. For example, in Fig. 10(c), the oil lm instant when the maximum central lm thickness
of L 2 mm still ripples while the rippling phenomena occurs. The maximum pressure is biggest at the stroke
both disappear for the other two stroke lengths. end and then reduces with the increase of surface velo-
Fig. 11 gives the inuence of stroke length on tribo- cities. When the entrapped lm moves out of the con-
characteristics corresponding to Fig. 10. The amplitude junction, the maximum pressure takes the smallest
of either central or minimum lm thickness decreases value and then increases again with the increase of the
with the decrease of the stroke length (Figs. 11(a,b)), so wedge eect. The values of the maximum pressure at
does that of the maximum temperature curve in the stroke end for the three cases are nearly the same,
Fig. 11(d). The central lm thickness rstly thickens so do their minimum values. However, the positions
with the moving of the entrapped thick lm at left- corresponding to the minimum value of maximum
hand side. After the entrapped lm passes the contact pressure dier from each other (Fig. 11(c)). With the
center, the central lm thickness starts to decrease due increase of the stroke length, the magnitude of the rst
to the pass of the constrictive lm formed at the left- peak in the maximum temperature curve becomes small
J. Wang et al. / Tribology International 38 (2005) 165178 177
Fig. 13. Inuence of slidingrolling ratio on tribo-characteristics. L 2 mm, Umax 4:85 1011 . (a) Central lm thickness, (b) minimum lm
thickness, (c) maximum pressure, (d) maximum temperature, (e) traction coecient.
(Fig. 11(d)). The general traction coecients of the maximum entraining velocity, at the stroke center, is
three cases are almost the same (Fig. 11(e)). The dier- 4:85 1011 . With the increase of the slideroll ratio,
ence in locations of the maximum and minimum cen- the central and minimum lm thickness (Figs. 13(a,b))
tral and minimum lm thicknesses, the minimum generally decrease due to the increase of oil tempera-
pressure, peak of the maximum temperatures together ture. The maximum pressure (Fig. 13(c)) also decreases
with the reduction of traction coecients can be with the increase of slideroll ratio while the maximum
explained by the dierence of the rippling proportion. thermal rise (Fig. 13(d)) increases signicantly. For
Fig. 12 shows the inuence of the applied load on pure rolling working condition, the traction coecient
the lm thickness and pressure proles during a stroke is negligible small while those under slideroll ratios of
for L 5 mm, f 40 Hz and maximum Hertzian 1.0 and 2.0 are very similar (in Fig. 13(e)).
pressure pH 0:57, 0.8, and 1.0 GPa, respectively. The
depth of entrapped oil lm and the maximum pressure
attained at the stroke end, respectively, increases with 4. Conclusions
the increase of applied load. The overall lm thickness
becomes smaller with the increase of the applied load. The main results obtained are summarized as follows:
Fig. 13 shows the inuence of the slideroll ratio on
the tribo-characteristics during one working cycle 1. The oil lm is entrapped at stroke end due to
under the same entraining velocity with L 2 mm, squeeze eect and breathes cyclically because of the
pH 0:8 GPa. The slideroll ratios are 0, 1.0 and 2.0, combined wedge and squeeze actions. There is a sig-
respectively, corresponding to pure rolling, slidingroll- nicant discrepancy between transient and steady-
ing, and pure sliding conditions. The dimensionless state solutions.
178 J. Wang et al. / Tribology International 38 (2005) 165178
2. Even though the temperature rise is small, thermal [9] Jin ZM, Yang P, Liu F, Dowson DT. The response of thermal
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