Interferometry Testing for Lubricant Films
Interferometry testing reveals lubricant film behaviors at the nanometer scale, where molecular interactions and tribological properties determine machinery performance and longevity. Current optical interferometry techniques achieve resolution below 1 nm when measuring film thickness between contacting surfaces, allowing researchers to observe the transition from boundary lubrication to elastohydrodynamic regimes. These measurements correlate directly with friction coefficients ranging from 0.001 to 0.15 under varying load and speed conditions.
The challenge lies in developing interferometry systems that can accurately characterize lubricant film properties under dynamic conditions while maintaining measurement precision across temperature gradients and pressure fluctuations.
This page brings together solutions from recent research—including dual-phase test cells with integrated sensors, microfluidic devices for real-time analysis, solvent-diluted thin film techniques, and dielectric property measurement methods. These and other approaches provide engineers with practical tools to evaluate lubricant performance, detect degradation patterns, and predict mechanical system longevity through precise film characterization.
1. Rapid Failure of Lubricated Contacts With Grease Under Zero Entraining Velocity Condition
Hengrui Du, Weidong Xie, Wang Jing - ASME International, 2025
Abstract In response to the rapid failure of grease lubrication under low surface speed with zero entraining velocity, a common occurrence in ball screws or cageless rolling element bearings, detailed observations were conducted through optical interferometric experiments. It was observed that despite a constant surface speed and load, the motion remained transient due to the transition between outlet cavitation and inlet starvation. The reciprocating motion of the cavitation zone rapidly depleted the contact area, leading to severe surface peeling. However, as the surface speed increased, this phenomenon was alleviated and eventually disappeared. To enhance lubrication performance, bilateral grooves were created using laser technology, proving to be advantageous for grease lubrication life under low surface speed conditions. Despite the occurrence of rapid surface failure, grease lubrication demonstrated clear benefits over oil lubrication when operating at low surface speeds.
2. Sensor Device with Electrode-Based Impedance Measurement for Lubricant State Detection in Lubrication Systems
SKF LUBRICATION SYSTEMS GERMANY, 2024
Sensor device for detecting lubricant state in lubrication systems, comprising a sensor unit with electrodes to measure impedance of lubricant at different frequencies, and an evaluation unit to determine lubricant state based on measured impedance. The sensor unit can be integrated into lubricant lines or arranged directly in the lubricant, and can be designed to move and shear the lubricant to enhance measurement accuracy. The evaluation unit can compare measured impedance to a reference value, and can also consider temperature measurements to determine lubricant state.
3. Grease Deterioration Detection via Solvent-Diluted Thin Film Color Analysis
NSKLTD, 2024
A method for detecting grease deterioration that uses a small amount of grease and can detect both contamination and oxidation-based degradation. The method involves diluting the grease with a solvent to create a thin film, which is then analyzed using a color sensor or camera. The degree of deterioration is determined by measuring changes in the film's color properties.
4. Visualization of oil-lubrication ball bearings at high rotational speeds
Mamoru Tohyama, Yasuhiro Ohmiya, Michiru Hirose - Frontiers Media SA, 2024
Deep-groove ball bearings for the eAxles of electric vehicles must adapt to higher rotational speed conditions because the speed of eAxle motors have been increasing as the size and weight of the motors decrease. Therefore, understanding the oil-lubricated conditions inside ball bearings at high rotational speeds is essential for optimizing their design for eAxles. To clarify the oil-lubricated conditions inside ball bearings at these high speeds, a new test apparatus was developed. This apparatus is capable of simultaneously measuring the friction torque of deep-groove ball bearings, the oil-film thickness on the rolling balls, and observing the oil distributions inside the bearings at rotational speeds up to 20,000 min -1 . The oil-film thickness was measured using three-wavelength optical interferometry, and the oil distribution was observed using fluorescence. It was found that the oil-film thickness became constant at rotational speed conditions exceeding approximately 7,700 min -1 . Oil starvations were observed on the raceway around the rolling ball, and these regions increase... Read More
5. An Experimental Study on the Distribution of Grease in Cylindrical Roller Bearings
He Liang, Yan Lu, Wenzhong Wang - MDPI AG, 2024
The lubrication performance of bearings is greatly influenced by the distribution of the lubricant. In this study, a cylindrical rolling bearing test rig was constructed and presented. The distribution of grease and lubricating oil along the contact region was examined using the laser-induced fluorescence technique, and the thickness of the layer was determined. The lubricating oil and grease layer thickness distribution map was acquired. The effects of supply amount, thickener content, and speed on grease distribution were examined. Mechanisms for replenishing the line contact area were investigated.
6. A comprehensive review of non-destructive methods for bearing lubricating oil film thickness measurement
Fei Shang, Bo Sun, Dandan Cai - Emerald, 2024
Purpose The purpose of this study is to investigate the application of non-destructive testing methods in measuring bearing oil film thickness to ensure that bearings are in a normal lubrication state. The oil film thickness is a crucial parameter reflecting the lubrication status of bearings, directly influencing the operational state of bearing transmission systems. However, it is challenging to accurately measure the oil film thickness under traditional disassembly conditions due to factors such as bearing structure and working conditions. Therefore, there is an urgent need for a nondestructive testing method to measure the oil film thickness and its status. Design/methodology/approach This paper introduces methods for optically, electrically and acoustically measuring the oil film thickness and status of bearings. It discusses the adaptability and measurement accuracy of different bearing oil film measurement methods and the impact of varying measurement conditions on accuracy. In addition, it compares the application scenarios of other techniques and the influence of the environ... Read More
7. EFFECT OF THE BIO-LUBRICANT ON THE LUBRICATINGPROPERTIES AND SURFACE OF THE FRICTION ZONE
J. Drabik, R. Kozdrach, Edyta Osuch-Słomka - Index Copernicus, 2024
Tests carried out on a rotational rheometer with a tribological cell enabled the simultaneous designation oflubricating and viscosity characteristics depending on temperature and load as a function of variable slidingspeed. The analysis of the dependence of the coefficient of friction on the sliding speed provided the basis forevaluating the effectiveness of lubrication of steel tribosystems with bio-lubricants. Spectroscopic methodswere used to monitor changes in the microstructure of the bio-lubricants after tests. The scanning electronmicroscopy (SEM) and energy dispersive spectroscopy (EDS) were used to characterise the morphologyand structure of the surfaces of the tribosystem elements. The instrumental methods used confirmed that thetest conditions did not destabilise the chemical structure of the lubricant and did not accelerate the oxidationprocess of the vegetable grease.
8. Elastohydrodynamic Traction and Film Thickness at High Speeds
Alexander MacLaren, Amir Kadiric - Springer Science and Business Media LLC, 2024
Abstract A renewed interest in elastohydrodynamic lubrication (EHL) phenomena at high speeds, for which thermal effects strongly influence both traction and film thickness, has grown out of the challenges presented by high-speed geared transmissions in electric vehicles. This study uses a new ball-on-disc set-up employing the well-known ultra-thin-film interferometry technique to simultaneously measure EHL film thickness and traction at entrainment speeds up to 20 m/s and slide-roll ratios up to 100%. The effect of fluid composition is examined for Group I, II and III mineral oils, for two polyalphaolefins in Group IV, and for the traction fluid Santotrac 50. The effect of viscosity in the range 4180 mPa.s is investigated by varying bulk fluid temperature. At high speeds, both film thickness and traction are considerably lower than predicted by conventional EHL theory. The contact is seen to be fully-flooded for all conditions tested. The widely-used thermal EHL correction of Gupta is shown to overcorrect for the film thickness reduction even at modest SRRs. Finally, the influence o... Read More
9. Micropitting performance and friction behaviour of DLC coated bearing steel surfaces : On the influence of Glycerol-based lubricants
Juan Guillermo Zapata Tamayo, Marcus Björling, Yijun Shi - Elsevier BV, 2024
A better understanding about the rolling contact fatigue and micropitting performance of machine component surfaces lubricated with environmentally friendly lubricants is critical to designing and further formulating new lubricants intended to be used in rolling-sliding contacts such as those found in gear and bearing applications. In this work, the frictional behaviour and rolling contact fatigue (RCF) performance of DLC, Cr/a-WC:H/a-C:H and a-C:Cr coatings under glycerol-based lubrication in rolling sliding contact conditions have been investigated. Traction maps, Stribeck curves, and fatigue plots have been generated by using a micropitting test rig (MPR). The initiation and progression of micropitting was monitored by means of white light optical interferometry and scanning electron microscopy (SEM). Results indicated that glycerol-based lubricants exhibited a significant friction reduction as the hydrodynamic effect is enhanced at higher rolling-speeds. Under boundary lubrication the friction coefficient was significantly higher compared to the values obtained with a commercial ... Read More
10. Effect of Oil Dispersion on Lubricating Film Thickness Generation under Oil Droplet Supply Conditions
Chenglong Liu, Wei Li, Feng Guo - MDPI AG, 2023
Oilair lubrication has proven to be very effective for high-speed bearings because the oil supply in the form of droplets can be precisely controlled. This work uses optical interferometry to study the mechanism of lubricating film formation in rolling point contact with oil droplet lubrication. The effect of a double oil drop pair, where two oil droplets are positioned in mirror images about the central axis of the lubricated track, is examined. The process by which pairs of oil droplets approach and lubricate a bearing contact is analysed. This study also covers the effect of multiple oil droplets supplied in a tailored or a random dispersion pattern. Additionally, the effects of oil viscosity, entrainment velocity, and droplet distribution on starvation are also investigated.
11. Investigation of Lubricant Oil Film Thickness on Workpiece under Minimum Quantity Lubrication Milling Process
Nurrina Rosli, Nur Izzati Khoirunnisa Ismail, Amiril Sahab Abdul Sani - Japanese Society of Tribologists, 2023
Minimum Quantity Lubrication (MQL) technology has drawn attention as an effective lubrication technique despite its small usage of lubricants during the machining process. The technology has undeniably minimized the manufacturing cost as well as the adverse impacts towards the environment and health of operators. However, the ability of the small droplets of lubricant oil to penetrate the cutting zone must be investigated to enhance the machining performance. The penetration ability can be predicted if the amount of lubricant oil adhered to the workpiece is known. Nonetheless, observing the lubricant behavior is commonly challenged by the existing tools during the machining process. Therefore, a non-intrusive technique must be applied to conscientiously observe the lubricant behavior. In this paper, the thickness of lubricant oil resulted by the droplets accumulation on the workpiece during MQL milling process was measured using a Laser-Induced Fluorescence technique to predict the lubricating effects of the lubricant. The surface roughness of workpiece was also measured to investiga... Read More
12. A Methodological Approach to Assessing the Tribological Properties of Lubricants Using a Four-Ball Tribometer
Tareq M. A. Al-Quraan, Fadi Alfaqs, Jamil Haddad - MDPI AG, 2023
Based on the analysis of standards for the testing of lubricants, both liquid and plastic, on a four-ball tribometer, and the analysis of the parameters by which lubricants are evaluated, this paper proposes a methodology and an integral parameter for the estimation of tribological properties. The methodological approach proposed in this paper allows for the integration of a variety of parameters provided in the standards for the testing of lubricants into one indicator. Herein, we show that the developed technique is based on the energy approach and takes into account the specific wear work of the test material (steel balls) in the lubricating medium to be investigated. The results of laboratory tests of a wide range of lubricants are presented: hydraulic fluids, motor and transmission oils of various purposes and classifications. It is shown that the magnitude of the integral parameter can be used to assess the effectiveness of anti-wear and anti-scuff additives in base lubricants, as well as the ranges of their applications. This allows for differentiation and quantitative evaluat... Read More
13. Method for Determining Lubricant Film Thickness and Electrical Characteristics Using Dielectric Property Measurements
NSK LTD, 2023
Method for detecting oil film state in lubricated devices, comprising deriving film thickness and electrical characteristic parameter from measurements of dielectric properties, particularly relative dielectric constant and loss factor, under controlled conditions. The method enables simultaneous determination of lubricant film thickness and electrical characteristic parameter, facilitating early detection of wear and damage in rotating parts.
14. A Comparative Analysis of the Lubricating Performance of an Eco-Friendly Lubricant vs Mineral Oil in a Metallic System
J. Santos García-Miranda, Luis D. Aguilera-Camacho, María T. Hernández-Sierra - MDPI AG, 2023
Eco-friendly lubricant research continues to increase since it has a comparative performance to commercial mineral lubricants to overcome the effects of environmental impact. However, the efficiency of these green lubricants depends on specific applications. In this study, we analyzed the friction and wear performance of a castor/sesame oil mixture as an eco-friendly lubricant and its comparison to a commercial mineral lubricant tested in a metallic system employed in bearing elements. For this purpose, AISI 8620 steel against ISO 100Cr6 was used as tribological pair. The friction and wear tests were carried out through a Tribometer of ball-on-disk configuration under boundary lubricating conditions, whereas the worn surfaces were investigated by using optical and electron microscopy. The physical properties and the rheological properties of the lubricants were also determined. The friction and wear performance between the eco-friendly lubricant and mineral oil were similar so that the CLE were comparable. The CLE values in terms of friction and wear ranged from 86% to 99.4%, respect... Read More
15. Influence of Free Water Droplets on Film Formation Under Point Contact Grease Lubrication
Yiming Han, Petr Šperka, Jing Wang - ASME International, 2023
Abstract The influence of the grease-water two-phase emulsion on the bearing tracks on the film formation has been studied by carrying out optical interferometry experiments on a ball disk test rig to observe the dynamic film-forming behavior of lubricating grease under steady-state and micro-oscillation conditions. It is found that free water causes a brief rise in the grease film under steady-state conditions, specifically due to the grease-water phase connecting the oil reservoirs on both sides. The experiment determines that the state of the phase before entering the elastohydrodynamic lubrication (EHL) contact is water-in-oil. For the reciprocating motion and oscillation, the effects of the amount of free water and the length of the motion stroke are discussed in detail. It is found that for reciprocating movements with long stroke lengths, the effect of free water is summarized to enhance the fluidity of the fibrous mass of the grease thickener in the first few cycles of the movement. For shorter stroke lengths, the effect of free water is a scouring effect on the contact zone ... Read More
16. System and Method for Evaluating Deposit Formation on Conductors Using a Dual-Phase Test Cell with Integrated Electrical Property Sensors
THE LUBRIZOL CORP, 2023
System and method for evaluating deposit formation on electrical conductors exposed to lubricant compositions in liquid and vapor phases. The system includes a test cell with a heater to generate vapor phase, a support frame holding conductors in liquid and vapor phases, and a sensor component detecting changes in electrical properties due to conductive deposit formation. The method involves supporting conductors in liquid and vapor phases, supplying electric current, and detecting changes in electrical properties. The system enables evaluation of lubricant compositions, conductor materials, and deposit formation under controlled conditions.
17. Influence of lubricant material in the point contact zone of rolling friction on fatigue life for friction bearing units
А. А. Миланенко, A. N. Savchuk, Y. Turytsia - Khmelnytskyi National University, 2023
Although lubrication is necessary for the satisfactory operation of rolling bearings, the effect of lubricant on the fatigue life of the bearing has not been sufficiently studied. In recent times, the theory of elastohydrodynamic (EHD) lubrication [1] has been used to explain the different effects of lubricants. According to this theory, the thickness of the lubricating layer separating the moving elements of the bearing is determined by the viscosity-pressure dependence of the lubricant. The contact of surface micron irregularities does not occur if it is possible to maintain a sufficient thickness of the lubricating layer - in this case, the long-term durability of the bearing is ensured. If the film thickness is reduced to a level where surface irregularities are encountered, the fatigue life rapidly decreases with increasing contact frequency. In any case, a comprehensive calculation methodology is needed that would allow to take into account the influence of lubricant on the fatigue life of bearing units.
18. Oil State Detection Apparatus with Immersed Oscillation Circuit for Lubricant Degradation Analysis
NIPPON PILLAR PACKING CO LTD, 2023
Oil state detection apparatus for vehicles and construction machinery that detects degradation substances in lubricant oil. The apparatus includes a first oscillation circuit with a coil and capacitor, where either the coil or capacitor is immersed in the oil, and a detection device that measures the oscillation frequency.
19. Viscoelastic Response of Elastohydrodynamically Lubricated Compliant Contacts below Glass-Transition Temperature
Jiri Krupka, Kryštof Dočkal, Tomáš Sedláček - MDPI AG, 2023
The widespread use of polymers in the high-performance engineering applications brings challenges in the field of liquid lubrication in order to separate the rubbing surfaces by the coherent fluid-film thickness relative to not only the inelastic material response of the polymers. The determination of the mechanical properties by the nanoindentation and the dynamic mechanical analysis represents the key methodology to identify the viscoelastic behavior with respect to the intense frequency and temperature dependance exhibited by polymers. The fluid-film thickness was examined by the optical chromatic interferometry on the rotational tribometer in the ball-on-disc configuration. Based on the experiments performed, first, the complex modulus and the damping factor for the PMMA polymer describing the frequency and temperature dependence were obtained. Afterwards, the central as well as minimum fluid-film thickness were investigated. The results revealed the operation of the compliant circular contact in the transition region very close to the boundary between the Piezoviscous-elastic an... Read More
20. TRIBOLOGICAL ANALYSIS OF NANOPARTICLES IN LUBRICANTS USING FOUR BALL TESTER
Shaurya Tarun, Siamjoyful Keishing, Subhash Sharma - International Research Journal of Modernization in Engineering Technology and Science, 2023
Lubricants are essential for keeping internal combustion engine parts lubricated and extending the engine's useful life.For its application, lubricating oils' load carrying capacity is a crucial factor.This study measures the coefficient of friction of 20W40 engine oil with various nanoparticles using the Four-Ball testing method.The tribological characteristics of the formed oil were assessed by a four ball tester during tests that were conducted in accordance with conventional test procedures.For 30 minutes, the spinning ball is rotated at 1,200 rpm at 75 C.As per ASTM D 4172 B, the coefficient of friction was assessed.
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