Tribology, the science and engineering of solid surfaces in moving contact, is a field that encompasses many disciplines: solid state physics, chemistry, materials science, and mechanical engineering. In spite of the practical importance and maturity of the field, the fundamental understanding of basic phenomena has only recently been attacked. An attempt to define some of these problems and indicate some profitable directions for future research is presented. There are three broad classifications: (1) fluid properties (compression, rheology, additives and particulates); (2) material properties of the solids (deformation, defect formation and energy loss mechanisms); and (3) interfacial properties (adhesion, friction chemical reactions, and boundary films). Research in the categories has traditionally been approached by considering macroscopic material properties. Recent activity has shown that some issues can be approached at the atomic level: the atoms in the materials can be manipulated both experimentally and theoretically, and can produce results related to macroscopic phenomena.

Plane waveab initio density functional theory (DFT) calculations of theB2 NiTi (100), (110), and (111) surfaces, theB2 andB19´ phases of NiTi, and the supercell structures of NiTi, Ni4Ti3 and Ni3Ti are reported. Electronic energies from the electronic structure calculations are used to assess relative stability of the different surface and supercell geometries.

Spiral orbit tribometry friction tests performed on Ni-rich Ni55Ti45 titanium ball bearings indicate that this alloy is a promising candidate for future aerospace bearing applications. Microstructural characterization of the bearing specimens was performed using transmission electron microscopy and energy dispersive spectroscopy, with NiTi, Ni4Ti3, Ni3Ti, and Ni2Ti4Ox phases identified within the microstructure of the alloy. Density functional theory was applied to predict the electronic structure of the NixTiy phases, including the band structure and site projected density of states. Ultraviolet photoemission spectroscopy was used to verify the density of states results from the density functional theory calculations, with good agreement observed between experiment and theory.

An intermetallic nickel-titanium alloy, NITINOL 60 (60NiTi), containing 60 wt% nickel and 40 wt% titanium, is shown to be a promising candidate material for oil-lubricated rolling and sliding contact applications such as bearings and gears. NiTi alloys are well known and normally exploited for their shape memory behavior. When properly processed, however, NITINOL 60 exhibits excellent dimensional stability and useful structural properties. Processed via high temperature, high-pressure powder metallurgy techniques or other means, NITINOL 60 offers a broad combination of physical properties that make it unique among bearing materials. NITINOL 60 is hard, electrically conductive, highly corrosion resistant, less dense than steel, readily machined prior to final heat treatment, nongalling and nonmagnetic. No other bearing alloy, metallic or ceramic encompasses all of these attributes. Further, NITINOL 60 has shown remarkable tribological performance when compared to other aerospace bearing alloys under oil-lubricated conditions. Spiral orbit tribometer (SOT) tests were conducted in vacuum using NITINOL 60 balls loaded between rotating 440C stainless steel disks, lubricated with synthetic hydrocarbon oil. Under conditions considered representative of precision bearings, the performance (life and friction) equaled or exceeded that observed with silicon nitride or titanium carbide coated 440C bearing balls. Based upon this preliminary data, it appears that NITINOL 60, despite its high titanium content, is a promising candidate alloy for advanced mechanical systems requiring superior and intrinsic corrosion resistance, electrical conductivity and nonmagnetic behavior under lubricated contacting conditions.

The mechanical properties of Nitinol 60, 60 w/o Ni, 40 w/oTi (55 a/o Ni, 45 a/o Ti) are sufficiently attractive to warrant its consideration as a lubricated spacecraft triboelement. The ability to lubricate Nitinol 60 by the oils usually used on spacecraft mechanisms—Pennzane 2001A, Krytox 143AC and Castrol 815Z - was experimentally determined. These oils were run in the boundary lubrication regime for Nitinol 60 balls running against a 440C steel counterface in the vacuum spiral orbit tribometer. Test results consisting of the coefficient of friction versus time (friction traces) and relative degradation rates are presented. Contrary to the inability to successfully lubricate other metal alloys with high titanium content, it was found that Nitinol 60 is able to be lubricated by these oils. Overall, the results presented here indicate that Nitinol 60 is a credible candidate material for spacecraft bearing applications.

Spiral orbit tribometry has been used to study the coefficient of friction and electrical contact resistance of two vacuum lubricants in both the flooded system and the regime in which only a few nanoliters (μ g) of the lubricant are present, and the latter regime is designated here as ultrastarved. The experiment was supported by the extension to the ultrastarved regime of the recent analysis by Cann and coworkers of contact film thickness as a function of the lubricant volume in the heavily starved regime. The coefficients of friction in the ultrastarved regime were found to be the same as for the flooded system. The contact resistance was found to be zero at the beginning of the tests in the ultrastarved regime. The analysis by Cann and coworkers predicts the absence of a mobile liquid film at the contact in the ultrastarved regime. It is speculated that this persistence of lubrication into the ultrastarved regime is due to the retention of adherent lubricant molecules on the contacting surfaces and the sliding of these molecules over each other. An incomplete coverage of these molecules permits zero contact resistance at the start of the test. The results indicate that ball bearings can operate normally in the ultrastarved regime until the lubricant is consumed by tribochemical reaction.

The spiral orbit tribometer (SOT) bridges the gap between full-scale life testing and typically unrealistic accelerated life testing of ball-bearing lubricants in conjunction with bearing ball and race materials. The SOT operates under realistic conditions and quickly produces results, thereby providing information that can guide the selection of lubricant, ball, and race materials early in a design process. The SOT is based upon a simplified, retainerless thrust bearing comprising one ball between flat races (see figure). The SOT measures lubricant consumption and degradation rates and friction coefficients in boundary lubricated rolling and pivoting contacts. The ball is pressed between the lower and upper races with a controlled force and the lower plate is rotated. The combination of load and rotation causes the ball to move in a nearly circular orbit that is, more precisely, an opening spiral. The spiral s pitch is directly related to the friction coefficient. At the end of the orbit, the ball contacts the guide plate, restoring the orbit to its original radius. The orbit is repeatable throughout the entire test. A force transducer, mounted in-line with the guide plate, measures the force between the ball and the guide plate, which directly relates to the friction coefficient. The SOT, shown in the figure, can operate in under ultra-high vacuum (10(exp -9) Torr) or in a variety of gases at atmospheric pressure. The load force can be adjusted between 45 and 450 N. By varying the load force and ball diameter, mean Hertzian stresses between 0.5 and 5.0 GPa can be obtained. The ball s orbital speed range is between 1 and 100 rpm.

The relative destruction rate of Krytox 143AC molecules subjected to rolling contact with 440C steel has been evaluated as a function of test environment. The rates in ultrahigh vacuum, 1.6 Torr oxygen and 760 Torr dry nitrogen were about the same. However, water vapor in the test environment-a few ppm in 760 Torr nitrogen-reduced the destruction rate by up to an order of magnitude.

The liquid lubricant of a bearing system operating in the starved or boundary lubrication regime is subject to tribochemical degradation that can deplete the lubricant supply and cause bearing failure. This depletion or consumption of the lubricant is a function of both lubricant and substrate chemistry. It can also depend on the test environment. In this paper, the relative consumption rates of Krytox 143AC™, a popular perfluoropolyether (PFPE) vacuum lubricant, in rolling contact with 440C stainless steel are studied for test environments of ultrahigh vacuum (UHV), dry oxygen, dry nitrogen, nitrogen containing water vapor and pure water vapor. The consumption rate is expressed as the lifetime of a finite charge of lubricant in a test.

In situ systems that provide fresh lubricants to ball/race contacts on demand have been developed to prolong the operational lives of ball bearings. These systems were originally intended to be incorporated into ball bearings in mechanisms that are required to operate in outer space for years, in conditions in which lubricants tend to deteriorate and/or evaporate. These systems may also be useful for similarly prolonging bearing lifetimes on Earth. Reservoirs have been among the means used previously to resupply lubricants. Lubricant- resupply reservoirs are bulky and add complexity to bearing assemblies. In addition, such a reservoir cannot be turned on or off as needed: it supplies lubricant continuously, often leading to an excess of lubricant in the bearing. A lubricator of the present type includes a porous ring cartridge attached to the inner or the outer ring of a ball bearing (see Figure 1). Oil is stored in the porous cartridge and is released by heating the cartridge: Because the thermal expansion of the oil exceeds that of the cartridge, heating causes the ejection of some oil. A metal film can be deposited on a face of the cartridge to serve as an electrical-resistance heater. The heater can be activated in response to a measured increase in torque that signals depletion of oil from the bearing/race contacts. Because the oil has low surface tension and readily wets the bearing-ring material, it spreads over the bearing ring and eventually reaches the ball/race contacts. The Marangoni effect (a surface-tension gradient associated with a temperature gradient) is utilized to enhance the desired transfer of lubricant to the ball/race contacts during heating. For a test, a ball bearing designed for use at low speed was assembled without lubricant and equipped with a porous-ring lubricator, the resistance heater of which consumed a power of less than 1 W when triggered on by a torque-measuring device. In the test, a load of 20 lb (.89 N) was applied and the bearing was turned at a rate of 200 RPM. The lubricator control was turned on at the beginning of the test, turned off for about 800 seconds, then turned on again. As shown in Figure 2, the controlled lubricator stabilized the torque in a low range, starting immediately after initial turn-on and immediately after resumption of the lubricator control.

A high-efficiency 110 W Stirling Radioisotope Generator 110 (SRG110) is being developed for potential NASA exploration missions. The SRG system efficiency is greater than 20%, making it an attractive candidate power system for deep space missions and unmanned rovers. The Department of Energy SRG110 Project team consists of the System Integrator, Lockheed Martin (LM), Stirling Technology Company (STC), and NASA Glenn Research Center (GRC). One of the GRC roles is to provide Independent Verification and Validation of the Stirling TDC s. At the request of LM, a part of this effort includes the Extended Operation of the TDC s in the dynamically balanced dual-opposed configuration. Performance data of Stirling Convertors over time is required to demonstrate that an SRG110 can meet long-duration mission requirements. A test plan and test system were developed to evaluate TDC s #13 and #14 steady-state performance for a minimum of 5000 hours. Hardware, software and TDC preparation processes were developed to support this test and insure safe, round-the-clock operation of the TDC s. This paper will discuss the design and development, and status of the Extended Operation Test.

The lifetime determination of space lubricants is done at our facility by accelerated testing. Several micrograms of lubricant are deposited on the surface of a ball by syringing tens of micro liters of dilute lubricant solution. The solvent evaporates and the mass of lubricant is determined by twenty weighings near the balance reliability limit. This process is timely but does not produce a good correlation between the mass of lubricant and the volume of solution applied, as would be expected. The amount of lubricant deposited on a ball can be determined directly by Fourier Transform - Infrared Spectroscopy using an integrating sphere. In this paper, we discuss reasons for choosing this methodology, optimization of quantification conditions and potential applications for the technique. The volume of lubricant solution applied to the ball gives better correlation to the IR intensity than does the weight.

The coefficients of friction and relative degradation rates of three lubricants run in the boundary regime in vacuum are evaluated in a Spiral Orbit Tribometer. This tribometer subjected the lubricants to rolling contact conditions similar to those found in angular contact ball bearings. A multiply alkylated cyclopentane (MAC) hydrocarbon lubricant suffered degradation at a rate almost two orders of magnitude less than the degradation rate of two perfluoropolyalkylether (PFPE) lubricants.

Many moving mechanical assemblies (MMAs) for space applications rely on a small, initial charge of lubricant for the entire mission lifetime, often in excess of five years. In many cases, the premature failure of a lubricated component can result in mission failure. If lubricant could be re-supplied to the contact in-situ, the life of the MMA could be extended. A vacuum spiral orbit tribometer (SOT) was modified to accept a device to supply re-lubrication during testing. It was successfully demonstrated that a liquid lubricant (Pennzane®/Nye 2001A) could be evaporated into a contact during operation, lowering the friction coefficient and therefore extending the life of the system.

A new rolling contact tribometer based on a planar thrust bearing geometry is described. The bearing "races" are flat plates that drive a ball into a near-circular, spiral path. The spiraling ball is returned to its initial radius each revolution around the race by a "guide plate" backed by a force transducer. The motions of the ball are analyzed and the force exerted by the ball on the guide plate is related to the friction coefficient of the system. The experimental characteristics of the system are presented and the system is shown to exhibit the behavior expected for a tribometer.

We describe a rolling contact tribometer exhibiting realistic, reproducible, quantifiable performance over a wide range of contact conditions. These conditions are variable to match a calculated severity integral for real ball bearing contacts. First-order kinematics in the tribometer are described by published ball bearing equations. The tribometer exhibits second-order mechanical contact effects found in real rolling contacts. It has elevated temperature, purged atmosphere, and vacuum capabilities. Results from the tribometer are shown to be directly applicable to a variety of situations in the real world.

Most currently used greases for space applications are based on perfluoropolyalkylethers (PFPE) and multiply alkylated cyclopentane (MAC) oils. Evaluation of the greases includes outgassing properties, rheological behavior, and particularly the ability to create EHL films under conditions as close as possible to an actual application. A spiral orbit tribometer (SOT) has been developed to conduct accelerated tests under realistic conditions. The SOT was employed to evaluate two greases used in space mechanisms: a PFPE oil with polytetrafluoroethylene (PTFE) thickener, and a multiply alkylated cyclopentane oil with n-octadecylterephthalamate soap. The results from the greases are in agreement with results previously obtained with the base oils.