Abstract

This study examined the tribological performance of three gear oils (Oils A, B and C), in relation to surface and microstructural changes. Oil A contains molybdenum dithiophosphate friction modifier, Oil B contains amine molybdate combined with zinc dialkyl dithiophosphate antiwear additive, while Oil C contains phosphonate and a commercial gear oil package. Following sliding tests of a hardened AISI 52100 steel ball on a spheroidized AISI 52100 steel disc, the worn surfaces were chemically studied using Raman and energy-dispersive X-ray spectroscopy. The tribological performance for each oil was different, likewise the nature of the tribofilm formed. After a 5 min sliding test, the hardness-depth profile of the worn surfaces was measured; also the cross-sectional microstructure was examined using scanning electron microscopy combined with focused ion beam preparation and transmission electron backscattered diffraction (t-EBSD) techniques. With Oil A, there was a relatively small increase in surface hardness (33% greater than that of the unworn surface), whereas with Oils B and C, the average hardness near the surface was 100% greater than that of the unworn surface. The cross-sectional microstructure using Oil A also differed from Oils B and C, which were quite similar. The result shows that with Oil A refinement of the ferrite grains spreads deeper into the material (> 10 µm), whilst with Oils B and C it was largely limited to 2–3 µm below the surface. It is concluded that the lubricant formulations and their associated tribofilms influenced the extent of deformation in the subsurface layers and consequently influenced the wear performance.

Highlights

  • Formulated oils used in mechanical systems such as gears and bearings are primarily designed to sustain low friction and wear of moving parts

  • Wear measurements were taken from the wear scars generated on the test discs since there was no evidence of wear on the test balls

  • This experimental paper has investigated the importance of combining surface characterisation with subsurface examination to better understand the mechanisms by which industrial oils perform tribologically in boundary lubricated sliding

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Summary

Introduction

Formulated oils used in mechanical systems such as gears and bearings are primarily designed to sustain low friction and wear of moving parts. Friction and wear additives are included in the formulation of industrial lubricants. This class of additives is important in boundary lubrication conditions whereby surfaces come in direct contact as a result of a high load and low speed combination. In this case, the lubricant is too thin to prevent surface asperities from touching. The lubricant is too thin to prevent surface asperities from touching Without these additives functioning properly in the formulated oils, gears and bearings can fail in catastrophic ways

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