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Tribology International
journal homepage: www.elsevier.com/locate/triboint
Axle gear oils: Friction, wear and tribofilm generation under boundary
lubrication regime
Maroua Hammami
a,b,
⁎
, Nuno Rodrigues
c
, Carlos Fernandes
a
, Ramiro Martins
a
, Jorge Seabra
c
,
Mohamed Slim Abbes
b
, Mohamed Haddar
b
a
INEGI, Universidade do Porto, Campus FEUP, Rua Dr. Roberto Frias 400, 4200-465 Porto, Portugal
b
Unit of Mechanics, Modelling and Manufacturing, National Engineers School of Sfax, University of Sfax, Sfax W-3038, Tunisia
c
FEUP, Universidade do Porto, Rua Dr. Roberto Frias s/n, 4200-465 Porto, Portugal
ARTICLE INFO
Keywords:
Boundary lubrication
Friction and wear
Tribofilms
XPS surface analysis
Surface topography
Ferrographic oil analysis
ABSTRACT
The internal friction torque measurements in Cylindrical Roller Thrust Bearings (RTB) lubricated with axle gear
oils under boundary film conditions were performed using an axial rolling bearing test rig generating tribofilms.
The X-ray photoelectron spectroscopy (XPS) was used to characterize the tribofilms formed on the bearing
rollers and raceways. After the tests, wear debris were found on the oil samples which lubricated the surface of
the roller bearing raceways for that surface topography measurements and oil analysis (ferrography) were
mandatory to measure and to visualize the occurring wear. The results obtained indicate that axle gear oil
formulations and their additive packages have got a significant influence in controlling roller bearing friction
and wear under boundary film lubrication.
1. Introduction
The automotive industry has become increasingly interested in
reducing the fuel consumption. Many efforts are employed on the
increase of vehicle fuel economy due to its significant environmental
impact since it will directly contribute towards reduction of CO
2
polluting emissions to the atmosphere [1–4]. Transportation is one
of the key areas for this legislation as it accounts for a large proportion
of energy consumption and of carbon dioxide emissions. According to
the technical report published by the Environmental Protection Agency
(EPA) in 2015, the transportation activities accounted for more than
one-third (33.4%) of U.S carbon dioxide emission in 2013, where
passenger cars and light-duty trucks are responsible for 60% of all
transportation emissions [5]. In studies of standard automobiles used
in urban and highway driving, it was found that around 15–22% of the
energy produced actually is used to drive the wheels, and that a
significant portion of the remaining energy is dissipated as heat [6,7].
A continuously tightening legislation is imposed on the automotive
industries and lubricant and additives suppliers to improve fuel
efficiency and reduce emissions [4]. Mandated legislation in the four
largest automobile markets, US, EU, China and Japan, are demanding
the automotive and lubricant manufacturers to meet certain fuel
economy standards like the corporate average fuel economy (CAFE)
in US and the New European Driving Cycle (NEDC) in the European
Union [8–11].
Not only governments require a strong drive towards better fuel
economy but also consumers are demanding energy efficiency in order
to save energy, reduce expenditure and minimize the effect of global
warming [4,9].
To achieve significant reductions in automotive emissions, the
efficiency of all driveline components should be improved. That is the
case of the axle transmission, which is a key component of the vehicle
powertrain and is focused by the present research [12]. Of course, these
targets cannot be reached only by tribological measures through
overcoming the friction forces which take place in tribological contacts
in axle components like rolling bearings and gears. Important addi-
tional steps have to be implemented based on including axle lubricants
with enhanced durability, protection and lower operating tempera-
tures. An effective lubrication of all axle tribological contacts is needed
[13].
Since 1/3 of the total friction losses occur in the mixed film or
boundary film lubrication regimes, the reduction of friction and wear is
of particular importance when such lubrication regimes prevail [2].
According to Bartz et al. [2], this ratio is valid for the relative influences
of friction modifiers or lower viscosities and it can be modified by
changing the viscosity of the lubricant. Under these lubricating
conditions, the chemical composition of the axle lubricants, i.e. the
additive package is fundamental, while the rheological properties of the
http://dx.doi.org/10.1016/j.triboint.2017.04.018
Received 2 February 2017; Received in revised form 30 March 2017; Accepted 11 April 2017
⁎
Corresponding author at: INEGI, Universidade do Porto, Campus FEUP, Rua Dr. Roberto Frias 400, 4200-465 Porto, Portugal.
E-mail address: mhammami@inegi.up.pt (M. Hammami).
Tribology International 114 (2017) 88–108
Available online 14 April 2017
0301-679X/ © 2017 Elsevier Ltd. All rights reserved.
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