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Dry bearings: a survey of

materials and factors affecting


their performance

J. K. Lancaster*

Following a general discussion of performance criteria and testing of dry bearings, the various
materials currently available commercially are classified into four general groups - polymers,
carbons-graphites, solid film lubricants and composites, and ceramics-cermets. The material
properties relevant to bearings are discussed in detail for each group, and the special features
required in design are noted. Finally, an attempt is made to develop a selection procedure for
dry bearings, based on identifying the major requirements in a given application.

Applications ofunlubricated 'dry' bearings have been conjunction with suitable metallic or non-metallic sub-
expanding rapidly in recent years, and there are three main strates. Finally, for high temperature applications (above
areas in which their use is indicated: about 400C) where the magnitude of the wear rate is
a where fluids are ineffective, as at low or high tempera- usually the major consideration, a variety of hard metals,
tures, or in reactive environments, ceramics and cermets is available, either in bulk form, or
b where fluids cannot be tolerated because of the pos- as coatings on a metallic substrate.
sibility of contamination of the product or the The properties of a variety of materials falling within
environment, these four groups are discussed in detail in this survey and
c where fluids are undesirable because of lack of oppor- their advantages and limitations for dry sliding bearings
tunity for. or the impossibility of, maintenance. are compared and contrasted. Some of these materials
can also be used as constituents of rolling element bearings
Cost, although always an important consideration, is not intended for operation in the absence of fluid lubricants
usually the decisive reason for choosing a dry bearing. Some and this aspect is also examined. First, however, it is
of the most successful dry bearing fornmlations are signi- pertinent to discuss some of the more general features
ficantly more expensive than their mass produced metallic associated with the operation of dry bearings and, in
counterparts intended for lubricated service. particular, the problem of wear.
Most of the discussion in this survey is concerned with
sliding bearings, and for these there are two primary pro- Performance criteria
perty requirements. Firstly. the materials must be able to
Strength
support an applied load in the environment concerned
There is no single strength parameter which uniquely
without significant distortion, deformation or loss in
defines the load-carrying capacity of a dry bearing. During
strength. Secondly, both the coefficient o f friction and the
sliding, both tensile and compressive stresses are present
rate of wear must be acceptably low and preferably also
within the contact area, and shear stresses within the sub-
insensitive to minor changes in the conditions of sliding
surface layers. A widely-used limit is one-third of the
likely to be encountered, eg temperature, humidity,
maximum compressive stress, but this is relevant only to
contamination, etc. Four groups of materials satisfy all,
those materials which exhibit similar tensile and compres-
or most of these requirements. The largest group consists
sive properties. For carbon/graphites and ceramics, the
of materials based on synthetic polymers to which are
ultimate tensile strengths may be very much lower than
added various fillers or reinforcements intended to enhance
the compressive strength. A further complication which
particular properties. The second group, in order of general
can arise with polymer-based materials is visco-elastic
usage, comprises carbons and graphites, together with addi-
behaviour: the dependence of mechanical properties on
tives, and these are particularly important for applications
time. The stress-strain relationships at any particular rate
at temperatures above those which can be tolerated by
of loading are non-linear and even under static loading
most of the common polymer-based products. Thirdly,
creep or permanent deformation may occur. Ptfe and
for applications in which a low coefficient of friction is the
main requirement, solid film lubricants, based on ptfe or many of its composites are particularly prone to the
lamellar solids such as graphite or MoS2, can be used in latter. Although carbons and graphites do not exhibit
visco-elasticity, the stress-strain relationships of these
* Materials Department, Procurement Executive, Ministry of materials also tend to be non-linear. It is therefore impos-
Defenee, Royal Aircraft Establishment, Farnborough, Hampshire, sible, in general, to quote unique values of elastic moduli
England for many of the materials of interest in dry bearings.

TRIBOLOGY December 1973 219


Fortunately, except in a few specialized applications such Stdtic l o a d - c a r r v i n c
as air-frame bearings, the stiffness o f a dry bearing
assembly is seldom a critical parameter. F o r design
purposes it is usually adequate to use tensile or flexurai
moduli obtained b y conventional test methods.
Wear
13y far tb.e greatest uncertainty associated with the opera- D_
CD
tion o f dry bearings is wear. Eoth simple theory and O
numerous experiments have shown that once the surface d

conditions during sliding attain a steady-state the volume


of wear. v. is proportional to the distance of sliding d.
Further, if changes in the applied load, g', do not cause
significant changes in any other variable, and particularly
in the surface temperature, then the volume of wear per
unit sliding distance is directly proportional to the load.
Thus,
Log V
,, = k W d (i)
Fig 1 Relationships between P and V for dry bearings

The constant k is usual!y called the 'specific wear rate'


and is basically a material property. However, because the
two assumptions made during the derivation of Equation
1 are not always valid, the value o f k may depend on the clearance. To a first approxhmation, h = via where A !s
conditions o f sliding and on the precise geometrical the projected area of contact, and hence h = kPd where P
sliding arrangement used to determine wear. It is this is the nominal applied pressure. If the assumption is now
last complication which m a y give rise to uncertainties made that changes in speed. V. do not cause changes in
when attempting to extrapolate the results of accelerated other variabIes, and in particular the surface temperature.
laboratory wear tests to the practical case. then d = Vt and
The specific wear rate, k = v/Wd, has the dimensions
of (stress) -1 , but it is more meaningful to use units whose h =kevt (2)
physical significance is more readily apparent - mm3/N m.
However, in the operation o f a journal bearing, it is not The constant k = h/PVt is numerically the same as the
usually the volumetric loss of material which is the impor- specific wear rate defined above, but when used in the
tant factor but the radial wear h, which leads to increased context o f radial wear is often referred to in US literature
in 3 mm
as a w e a r factor' and expressed in units
ff I b f - h
For convenience, some conversion factors between the
various units, Imperial. Metric and SI. are given in Table i.
Table 1 Conversion of wear rates and PV factors into Sm
units from British, American and non-SI metric units PV factors
Expressing the wear rate of a bearing in terms o f radiai
in 3 mm 3 wear per unit time, Equation 2 leads directly to the con
Specific wear rate 10 - 1 2 = 1.2 X 10 . 8 - - cept o f a PV factor as a performance criterion for bearings.
ft - lbf Nm PV factors are widely quoted in the literature and m a y
take two forms:
10 -13 in3 = 1.4 X 10 - 8 ram3
a the 'limiting PV' above which wear increases rapidly
in - lbf Nm either as a consequence of thermN effects or of stre>
sos approaching the elastic limit,
cm 3 ~ 1 0 - 8 m m 3 b the P V f a c t o r for continuous operation at some arbi-
10-12 _ _
cm - kgf Nm trarily specified wear rate, eg 25 # m / 1 0 0 h
In neither case is the PV factor a unique criterion of per-
in3 _ rain mm 3
Wear factor 10-10 -~ 1.9X 1 0 - 8 - - formance because the assumptions made in the derivation
ft - l b f - h Nm of Equations 1 and 2 (changes in P and V do not introduce
changes m any other variable) are only usually valid ave:
cm 3 - rain mm 3 a very restricted range of P and V. In Fig i, curve (a) shows
10 - 8 ~ 1.7X 10 - 8 - a schematic relationship between P and V fo~ constant, wear
m - kgf- h Nm
rate and it m a y be noted that there is an inverse propor
tionality, ie a c o n s t a n t P V factor, only over the central
lbf ft MN m
PV factor range o f P and V. At low speeds, the m a x i m u m pressure
1000 i ~ X min-- -- 0.035 ~ m2 X -s
which can be used is limited b y the strength of the material
and as this pressure is approached the specific wear ra-Ee
kgf m MN m no longer remains independent of load but begins to
t00-- X-- -~0.17 X- increase. The surface temperature m a y also increase
cm 2 rain m-2 s
and #lese two factors manifest themselves in Lhe P - V

220 TRIBOLOGY December 1973


curve for constant wear rate as an asymptotic approach materials whose thermal conductivities are very much less
to a limiting P as V decreases. At high speeds, the genera- than those of a mating steel journal, eg polymers,
tion of frictional heat again raises the temperature of the
surface layers and this also tends to increase the specific Tf = 1 X 10 2 gp~2w1/2 V for low apeeds, (4)
wear rate. Consequently, there is an asymptotic approach
to a limiting V as P decreases. Similar considerations apply and
to the 'limiting P V' relationships. The general shape of Tf = 5.7 X 10 -5 p.p~4w1/4V1/2 forhigh speeds.(5)
the curve is the same, see Fig 1 curve (b) but is displayed
to higher values of P and V. The extent of this displace- Pm is the flow pressure of the bearing material and is
ment depends on the particular material involved and the approximately equal to the indentation hardness. W is the
way in which its specific wear rate depends upon tempera- absolute load applied. The two separate cases, low and high
ture and stress. speeds, arise because at low speeds the frictional heat is
Because of the general non-tinearity of P - V curves, shared between the two sliding components and time is
design information for dry bearing materials is best expres- available to reach thermal equilibrium. At high speeds, the
sed by presenting the complete P - V relationship. How- thermal conditions are transient, and the majority of the
ever, data for many commercially available materials are heat generated is conducted into the moving shaft. For
insufficient for this purpose and the only information often bearing materials whose thermal properties are similar to
available is a PV factor at one or two speeds. In the latter those of a steel journal, eg carbons-graphites, tile values of
circumstances, extrapolation of the data to other sliding Tfat low speeds are about half those given by Equation 4,
conditions can be somewhat uncertain. t at high speeds they remain the same as those given
by Equation 5. As mentioned earlier when discussing the
Temperature mean surface temperature rise, the thermal conductivity
As already mentioned, the major complicating factor of tile journal is a much more important factor at high
responsible for the deviations of the P V relationship speeds than that of the bearing material itself. Finally,
from linearity, particularly at high speeds, is the tempera- it should be noted that the temperatures derived are the
ture rise due to frictional heating. In view of the maximum possible, assuming that the whole of the applied
importance of temperature, it is worth devoting some load is supported by a single contact. In practice, this
attention at this stage to ways in which its magnitude can will not be so and there will be a distribution of lower
be estimated. The temperature developed at the localized asperity temperatures depending on their number, size
asperity contacts involves two components: and proportion of load supported by each.
It was also assumed in the derivation of Equations 4
Ta, the mean temperature of the interface between and 5 that the hardness of the bearing material did not
the bearing and its journal resulting from the general vary with temperature. ~Nilst this is generally true for
dissipation of frictional heat around the system. The carbon/graphites and ceramics and cermets, the hardness
value of T a depends on the geometrical construction of polymers varies appreciably with temperature. To a
and materials of the whole bearing assembly. first approximation, the variation is exponential
Tf, the 'flash' temperature rise at the localized asperity
contacts, which is largely independent of geometry. r m = Po e aT
Thus, T = Ta + Tf. Neglecting heat losses, the mean sur-
face temperature Ta is proportional to the total energy where Po is the room temperature hardness, and a is a
dissipated. material constant of the order of 0.005. The effect of
hardness variations will be most pronounced at higll
T~ = To + CuIt'V (3) speeds and for this situation

Tf = T/oe 0.0038Tf
where 1o is the temperature of the environment, # is the
coefficient of friction and C is a constant characterizing where Tfo is the temperature derived from Equation 5,
the thermal properties of the materials and the particular assuming no change in hardness with temperature. In
geometrical configuration. Values of C usually lie within summary, Fig 2 gives curves for T'/I~ against W 1/2 V for
the range 0.1 1C s/N m, and a typical value for materials of different hardnesses. The full lines are for
25 m m 25 mm polymer-based bearings sliding against polymers whose hardness varies with temperature and
a steel journal is about 0.5C s/N m. In general, an whose thermal conductivities are negligible in comparison
increase in the thermal conductivity of the journal material with the steel counter-face. The dotted lines are for
causes a much greater reduction in the value of C than a carbons-graphites whose hardness is constant and whose
corresponding increase in the conductivity of the bearing thermal conductivities are comparable with those of the
itself. steel journal, and the hatched lines are for ceramics and
For any geometrical bearing arrangement, the mean cermets, again with constant hardness, but with negligible
surface temperature, Ta, is easily measurable with a surface thermal conductivities compared to steel. It may be noted
thermocouple. The flash temperatures at the asperity that despite the higher thermal conductivities of carbons-
contacts, however, cannot be measured in this way and graphites, the values of Tf at high W 1/2 V exceed those for
it is only possible to make theoretical estimates. A con- polymers of similar hardness because thermal softening
venient method is to apply Jaeger's 1 analysis for two semi- does not occur.
infinite bodies in relative motion making contact over a Comparison of the expressions for the mean tempera-
small area of square cross-section. Simplification of the ture rise, Equation 3, and the flash temperature rise,
relevant fommlae has been discussed elsewhere 2 and Equations 4 and 5, leads to the general conclusion that
it is sufficient here merely to quote the end results. For at high speeds and low loads, the temperature limit of

TRIBOLOGY December 1973 221


interest, and this can be measured mos~ conveniently by
I- ./. -] monitoring the relative movement of the bearing 'Mth
103i / /5o0 ...~ 2o~11
. ' / ~L4 respect to a fixed datum. The housing or base-plate sup-
C .... iC I / / . " / . " ~----~ porting the rolling-element bearings of the shaft o h e n
cerrnets ," . / / ~/ 5~
, \ ,,// ." ~ 8 0 20 ~ fulfils this function. For comparative purposes, it is aIso
desirable :o compute the specific wear ra~e e ~ J l e matefiai.
With thrust-beariv~gs there is no oroblem, but with jour~,~a]
bearings the depth of wear does r.,ot become directly pro
portionat ~o the volume until the width of the wear scar
becomes equal to the bear/ng diameter~ Until this stage
is reached, the volume of wear, v. is given by:

] "~ I / ~ z l PI l I I~ I I I '1 I I I II 1
[0 -3 [0 .2 IO -I I I0 10 2

WV(Nm/s}
where D is the shaft diameter, l is the bearing length, h is
Fig2 Flash temperatures during sliding on steel. Fulllines, the maximum de~th of wear and e is the il~itial clearance.
polymers; dotted lines, carbons-graphites; chain lines, Values of the fn (h/e) are shown in Fig 5. Measurements
ceramics-cermets. FigUres adiacent to each line are hard- of the depth of wear are sometimes complicated by a
nesses, VPN deformation componen'; which may be significant for the
more elastic materials in the early stages o f sliding when line-
a bearing is mainiy the result of the flash temperature,
contact conditions prevail. Deformation wil! not, however.
whereas at low speeds and high loads the mean tempera-
normaity enter into the determination o f the steadyosta~e
ture rise may become more significant. Clearly, therefore,
wear rate.
the temperature conditions attained during the operation
Because wear-testing of bearings can be very rime-
of a particu]ar size of bearing are dependent upon the
consuming, a great deal of the available data on the wear
individual values o f P and V and not direct1?} on the PV
of dry bearing materials has been obtained from accelerated
product. It is also apparent that increasing the size of a
laboratory tests with simpler geometrical configurations.
bearing for constant P and V will again affect the tempera-
In general, these take the form of a smal] rider c f the
ture conditions because of the changes in absolute load
bearing material loaded against a larger, moving, metal
involved in maintaining constant pressure.
surface. The essential feature of this type of test is the
Testing non-conforming geometry, and a number of different
The most satisfactory way in which to assess the perform-
ance o f any dry bearing material is undoubtedly a practical
trial in the intended application. However this is often T a N e 2 Retationshipsfordetermimngwearvo!umesin
impractical for reasons o f time, cost or ]ack o f opportunity, accelerated wear tests of the pin-ring and pM-disc type
arid in such circumstances it is necessary to resort to
laboratory testing. A variety o f simplified bearing test
rigs has been developed, and two examples are shown in Plane-ended v~
[ d2
d3 1
3a2 "\~ -
Fig 3. Ideally, all test rigs should be able to m o n i t o r cylinder
6R
continuously the frictional torque, wear and temperature, on ring
and should also be capable of operating over a wide range a : cylinder radius
of loads, speeds and ambient temperatures. As yet there R = ring radius
has been no agreement on a standard size for dry bearing d = scar width
tests and various sizes between 12.5 and 25 m m bore are
used b y manufacturers of different products. P.ecause
Crossed v ~
~r /~- .[ i d2 [
of the complicating effects o f temperature already described, 64R J R d~ 1+--16 ~ b k 7 -
it is not always valid to compare the reported perform-
cylinders o]
ance of bearings of different types and sizes. a = small cylinder radius
Determination of the limiting P V curve for a partic'alar R : large cylinder radius
material is a relatively simple matter. A constant velocity d = long dimension of elliptical scar
is chosen and the ioad on the bearing is then increased
ir~ stages, sufficient time being allowed at each stage for 7i"
the friction and temperature to stabilize. Fig 4 shows the Cone on V~ d 3 cot 0
results of a typical experiment of this type. At high loads disc 24
it is no longer possible for the friction or temperature to
stab~ize, and the load corresponding to the last region of 0 = semi-apex angle of cone
stab~ity is taken as the limiting value. Repetition o f the d = scar diameter
whole procedure at different speeds enables the limiting
P V curve to be built up.
Sphere on V~
7/
d4 + - -
d2)
The determination of P - V relationships corresponding 64R 12 R ~
disc
to a specified wear rate is much more time-consuming as
it involves measurements o f the rate of wear over a wide R = s~here radius
range o f loads and speeds. As already mentioned, the d = scar diameter
depth or radial wear rate of a dry bearing is of particular

222 TRJBOLOGY December 1973


Fig3 a Journal bearing test r i g - DowCorningLFW5
b Thrust bearing test rig - Dow Coming LFW6

load, speed, temperature, environment, counter-face inetal


and counter-face roughness. The major differences in test
conditions arise as a consequence of the non-conforming
geometry which is deliberately used to increase the sensi-
tivity of the wear measurements. With non-conforming
geometry, potentially abrasive wear debris can readily
escape from the contact zone without adverse effects,
whereas in a bearing the debris may contribute significantly
to increased wear. Further, the contact stress for a given
load is often greater in non-conforming geometry than in
a bearing, and may thus lead to material breakdown in the
former but not in the latter. These effects will be discussed
in more detail in the various sections devoted to particular
groups of materials. It is worth noting here, however that
despite these differences there can nevertheless be a very

specimen configurations has been used. A selection is


shown in Fig 6. The end of the rider may be shaped to
enable the volume of wear to be computed from the dimen-
sions of the wear scar developed, and fornmlae for some of
the more common arrangements are given in Table 2. 200
It should be mentioned that determinations of the wear
% Pressure
volume from the dinnensions o1 wear scars is accurate only 150
if the elastic modulus of the material being worn is suf-
ficiently high to ensure that elastic recovery is negligible
following removal of the load. The limiting modulus is
about 0.2 GN/m 2. and below this value it becomes neces-
sary for wear measurements to be made from weight losses.
1-
,oo~~, ~ ,

Failure

50 \ Temperature
Accelerated wear tests are often considered to be an
Friction
acceptable alternative to full-scale bearing testing in the
early stages o f materials selection or a development pro- ___L 1
gramme. However, there is still a considerable amount of I 2 3 4 5
controversy about the value of accelerated tests in predict- Time (h)
ing the wear behaviour o f bearings in practical conditions. Fig4 Typical variation of friction and temperature during
In an accelerated test there is little difficulty involved in the determination of 'limiting PV' for a polymer-based
simulating the practical operating parameters of absolute bearing (data from Willis;)

TRIBOLOGY December 1973 223


is too great for accurate predictions of bearing wear to be
!-O made from the accelerated tests, the correlatior_ is sad
ficiently high to enable the most promising materials to
O-8~ be isolated.
(I- hI
Z~
O.Oi Polymer-based materiNs
t-
Of the very large number of polymers available commer-
cially, oniy a stuN] proportion is in signigcant use for dr-f
O.2![ bearing applications. These are listed in Tab]e 3.
Nate~4als may conveniently be divided into XhermoptasticF,
o i 2 4 ; which soften appreciably or melt at a characteristic cem-
h peramre, and 'thermosets" wl-~ich cross-l~k under the
influence of heat and do not subsequently melt. There
Fig 5 Values of fn(h/e) for calculating the volume of wear are two main effects of tempera-rare on mechanical pro-
of a journal bearing from depth measurements: perties. Firstly, there is the gener~ reduction in strengtb
V = Olh fn(h/e} and stiffness which results mainly from. a weakening of
the interactions between the polymer chains. The tempera-
reasonable correlation between accelerated wear measure- rare tLrr,.it from this cause is conveniently specified in
ments and those on bearings. Fig 7 shows a comparison terms of a 'heat-distortion temperature' at which tl~e
obtained for a series of polymers containing carbon fibres deflection of a loaded cantilever beam reaches an arbit ra-
as reinforcement. Bearing wear measurements were obtained rily defined value (ASTM-D-648). Secondiy~ s~rength
over a period of 500 h in the conditions given. The bear- changes also occur with itcreasing temperature as a
ings were then removed from their housings and wear result of chemical reactions within the polymer itself,
rates determined on their outer surfaces during sliding or between the polymer and the e n w r o n m e ~ , usuatly
against mild steel in a crossed-cylinders geometry, see oxygen [t is thus possible to identify both a therm
Fig 6a, for a period of about 12 h. Whilst the 'scatter stability' and an 'oxidatwe stabilityL However, the quota-

W
w
b

n
W ~L~v

@
v ~2

i \ , \ \ \ \ I

w CO2v' ]
@V2

i
n
I E:ZE3
d
C [ R

Fig 6 Accelerated wear test arrangements for polymer-based materials: a 'Pin and ring', b 'Pin and disc', c 3-body abrasive
wear, d 2-body abrasive wear (Taber abraser)

224 TRIBOLOGY December 1973


tion of precise values of temperature corresponding to IO-5
these limits is generally precluded because the extent of o o

chemical reaction is time, as well as temperature, depen-


dent. This may be illustrated by Fig 8 which shows the _-g
temperatures for different times of exposure at which oZ o o
iO-6 - o o o
various groups of polymers retain 50% of their room t-co
o o o
temperature strength. It is important to note that there o o o

appears to be no polymer currently available commercially


which ret~:ins 5(F/c of its room temperature strength for o o
o o
more than ~O 000 h at temperatures above 300C. t_ 13~

To put the thermal and mechanical properties of poly-


mers as a general class of materials into perspective, it is
useful to quote order-of-magnitude comparisons of some
iO-7-
/
properties with respect to mild steel. The tensile strengths
of polymers are lower by a factor of about 10, their elastic I I I

moduli and thermal conductivities are lower by a factor iO-8 iO-7 iCr io-S iO-4
of about 100, and their thermal expansion coefficients ~WGor rate in pin and ring tests(mnna/Nrn)
are greater by a factor of about 10. These deficiencies Fig 7 Correlation between pin and ring and journal bearing
can be partially offset by suitable choice of fillers or tests for carbon fibre reinforced polymers sliding on m i l d
reinforcing fibres, and a list of the more widely used types steel. Each p o i n t represents a different material
is also given in Table 3. Before describing the properties Bearing tests: load = 8.9 N (P = 0.05 M N / m m 2 ) , V =
of individual groups of polymers and polymer-based com- 0.65 m/s
posites, a few general comments on friction and wear may counterface - cast iron, 0.3 # m cla
be helpful. Pin and ring tests: load = 11.7 N (P variable), V = 0.54 m/s
Friction counterface - mild steel, 0.18/Jm cla
It is often assumed that, in comparison to metals, tile such as glass, mica or asbestos, the load may be preferen-
coefficients of friction of polymers are relatively low, but tially supported by the filler particles and the coefficient
this is not generally correct. Because most polymers of friction is then largely characteristic of the Idler/counter-
exhibit visco-elastic behaviour, the magnitude of the face interactions. For all these reasons, values of the coef-
coefficient of friction involves an appreciable component ficient of friction quoted in the literature, or, in fact,
arising from deformation and elastic hysteresis loss, and even in this section, should be regarded as order-of-
this component varies markedly with the conditions of magnitude values only: there is no such thing as a unique
sliding, and particularly with speed. Thus, although the coefficient of friction for a given material.
coefficient of friction of ptfe is commonly quoted as
0.05- O. 1, these levels are obtained only at very heavy Wear
loads and low speeds of sliding, or when tile ptfe is present A great deal of the information on the wear properties of
as a thin film on a harder substrate. At high speeds or polymers and polymer-based composites has been derived
light loads, ptfe sliding on metals or against itself may from accelerated wear tests of the type already shown in
exhibit friction coefficients as high as 0.3. Similar, though Fig 6. The main objective of these tests has been to deter-
less marked, effects occur with other polymers. The mine how wear depends upon the conditions of sliding,
addition of fillers to polymers also affects the coefficient such as load, speed, temperature, etc, and it is reasonable
of friction. If the filler is a solid lubricant, particles may to assume that the trends observed will be relevant to
transfer to the counter-face, establish a lubricating film bearings. As discussed earlier, however, the absolute mag-
and reduce friction..alternatively with hard, rigid fillers nitudes of the wear rates obtained from accelerated tests

Table 3 Main plastics and fillers of interest for bearings

Polymers Fillers and reinforcements

To improve To To improve
Thermosetting mechanical reduce thermal
Thermoplastics resins properties friction properties

Polyethylene, high molecular phenolics asbestos graphite bronze


weight polyesters glass MoS2 silver
Acetal-homo-, and co-polymer
epoxies carbon ptfe carbon/graphite.
Polyamides (Nylon 6,
6.6 and 11) silicones textile fibres (particles or fibre)

Ptfe polyimides mica

Polyphenylene oxide metals and oxides

Polycarbonate

T R I B O L O G Y December 1973 225


As mentioned earlier during repeated traversals of a
counter-face beneath a polymer coro_posite~ the meta~ sur~
face may be modified by transfer or by abrasion. When
~A steady state conditions have been reached, the wear process
O
A then becomes prLmarily one of fatigue on a locNized
scale, the number of cycles to failure depending ".upon the
E B
1ocaiized s~resses occumng, wMch. in turn depend on the
t o p o g a p h y generated on the counteroface. Transfer from
C
F-
polymers with high elongations, such as pt.',~e, acetals or
nylons, leads to smoother counter-face surfaces and Lence
to lower rates o f wear. However~ transfer from brittle
polymers such as polyesters, some epoxies or polystyrene.
Oq I I0 [O2 tO 3 IO 4 IC is often in the form o f irregular lumps: the effective surface
roughness of the counter-face may then increase during
Time {h]
sliding, together with the rate of weal Solid iubricast
fitlers, such as ptfe, MoS2, etc. which are intended ~.o re4-ace
Fig 8 Temperature-time relationships for the retention of
friction, also contribute to the formation of relative!}
50% of mechanical properties.
smooth transfer films and so assist in reducing wear. tn
Area A Polyamide-imide, pNyimide
general, ptfe ~s more effective in this respect than graphite.
Area B Silicone, polyphenyiene, polybenzimidazo!e
which in turn is more effective than MoS2. ~n some poiyo
Area C Epoxy, polyester, phenol-formaldehyde, ptfe
mer composites, notabiy those filled witb~ carboa/gra?hite
Area D Melamine-formaldehyde, fep, polyphenyJene oxide,
particles or fibres, transfer film formation, an4~hence the
polysulfone (data from Ref 4) magnitude of the wear ra~e, is very susceptible ;o fluid
contamination. As an extreme examp!e, FN i0 shows the
may not always be sufficiently reliable to be used for the wear volume-th'ne relationship for a carbon fibre-frilled
prediction o f wear in bearings. epoxy resin sliding on stainless steeI. In the early stages
In the early stages of sliding of a polymer composite of s!iding a transfer film deve!ops on the counter-face
over a freshly prepared metal counter-face, the wear rate and the wear rate gradually decreases to a 1~iting value.
is relatively high. However, during subsequent traversals When water is added to the system, however, the transfer
over the same track on the counter-face, the metat surface film is removed almost immediately and the orlginai recta1
can_ be modified by transfer o f polymer or Nler, abrasion surface is exposed, leading to. an increase in wear rate
by the filler, or abrasion by contaminants from the surround- by a factor of 500. Composites containing ptfe show
ing environment. In most cases these modifications lead
to a smoother counter-face surface and the wear rate then
gradually decreases to a constant value. If the initiN
counter-face roughness is increased, the magnitude of the //
initial wear rate increases markedly, but that of the final
wear rate is less affected, because of counter-face modifica- f/
tion by transfer or abrasion. These effects are illustrated (3 f
schematically in Fig 9. In service conditions, the wear of i
bearings is sometimes estimated from single measurements ~6
at the end of a given period of operation, and the dotted . . . - -- .- ng go%i2e
lines in Fig 9 show how wear rates derived from such single
E
20
>
j /// //./" roughness
measurements may be greatly in error. At least two wear
determinations at different times are required to define
/ i-
the approximate shape of the:_wear volume-time relation-
ship.
@1 1
To a very rough approximation, the initial wear rate of
a polymer is proportional to the centre-line-average surface Initial
wear Steady-state wear
roughness of the counter-face raised to a power of 2 - 3 . T~m
The wear occurring in this regime is abrasive in type and
similar to that caused by hard abrasive particles. The
Fig 9 Typicamwear volume-time re~ationsNps for po!yme~
metal asperities penetrate the softer polymer and produce
based bearings on journais of increasing roughness
wear debris by shear or micro-cutting, or by low cycle
fatigue. For abrasive wear, there is an inverse proportion- Factor increase in wear rate if journal roughness is doubled
ality between the wear rate of po!ymers and the product
so, the breaking strength times the elongation to break. Steady
This result therefore accords with the general observation ~nitiai state
that the abrasive wear resistance of rubbers is appreciably
No transfer.film X4-X6 X4.-X5
greater than that o f the more rigid polymers. V,h e n fillers No fil!er or non-abrasive filler
or reinforcing fibres are added to a polymer, the strength
increases, typically by a factor of 1.5-4, but the elonga- Transfer fimm formation X4--X6 X2
tion to break may decrease by a factor of up to t 00. No filler or non-abrasive filler
Following reinforcement of a polymer therefore, the
Moderately abrasive f[Her
product s e is frequently reduced, and this, in turn, leads Xt-Xt.6 X I - X ~ o4
(reiative to shaft)
to a reduction in its resistance to abrasive wear.

226 TRIBOLOGY December 1973


tive figures for the abrasiveness of different fillers, based
0"4 on an arbitrary test in which a bronze ball is oscillated
over a filled polymer surface. When the filler is very
abrasive, such as glass, the counter-face may be seriously
g- damaged leading to an increased roughness, and in turn,
EO.3 an increased wear rate of tile composite. It is well-
E
established that glass-filled polymers should not be used
as bearings against a relatively soft shaft material such as
aluminium alloy or bronze. Mildly abrasive fillers such
"6 o . 2 as graphite, or high modulus carbon fibres merely remove
E the peaks of the cotinter-face asperities, reduce the localized
-v/
Water stresses, and in turn the wear rate of the composite. The
added effect of fillers in modifying the counter-face surface
0.1
may influence the wear properties of a composite far
more than the improved mechanical properties of the
filled material.
A
I I I /~. 1
0 02 04 0-6 V 2.8 3.0 Ptfe and p tfe-based composites
i0 5 rev The major disadvantages of unfilled ptfe as a bearing
material are its poor mechanical properties and a marked
Fig 10 Wear volume-time relationship for an epoxy-carbon tendency to cold-flow under load. Its use in the unfilled
fibre composite on stainless steel, showing the effect of form is therefore restricted to a few applications at very
removing the transfer film by water additions light loads, or as thin films bonded to a harder substrate.
The mechanical and wear properties of ptfe improve
dramatically with the addition of fillers, and a very wide
similar effects, though to a less marked extent as ptfe
variety of compositions is available; one manufacturer
can transfer to metals even in the presence of water. This
lists 49. The properties of a selection of the more popular
susceptibility of transfer film formation to fluid contami-
are given in Table 5. A particularly widely used composite
nation may well account for the poor performance of
is one containing bronze, graphite and lead, and one
many dry-bearing materials in wet, or alternate wet and
reason for the success of tiffs material appears to be the
dry conditions.
facility with which it can form a transfer film on a steel
It is not generally appreciated that most of the fillers
cotinter-face. Unfortunately, fillers which are most effec-
and reinforcing fibres added to polymers are abrasive
tive in reducing deformation under load are not necessarily
towards metals. This applies even to lamellar solid lubri-
file most effective in reducing wear. The deformation under
cant fillers, such as graphite and MoS2, where the abrasive- load for mica-filled ptfe, for example is only about 1%
ness is partly intrinsic, resulting from their crystal structure,
and thus very much lower than that of most other filled
and partly a consequence of the inevitable impurity con-
ptfe formulations. However, the specific wear rate of
tent in these materials. Mthough the abrasiveness of this composite, ~ 7 0 X 10 7 mm3/Nm is much higher
lamellar solid fillers is very slight, it is nevertheless sufficient
than that of the glass, bronze or graphite-filled materials,
to influence the wear process. Table 4 shows some compara- see Table 5. The ultimate selection of a particular filled
composite for a specific application is therefore almost
Table 4 Relative abrasiveness of plastics with various always a compromise.
fillers Most filled ptfe compositions are available either as
moulding powders or as bar-stock from which bearings
Abrasiveness can be machined. Ptfe cannot be injection-moulded and
wear rate of the usual production technique is compression moulding
bronze ball followed by free-sintering in a vacuum or inert gas
Composite (10 7 mm3/N m) atmosphere. Material containing small proportions of
fillers can be extruded. An alternative, but more expen-
Ptfe <0.1 sive, method for composite preparation is hot compression
+ 30% glass fibre 620 moulding followed by slow cooling under pressure. There
+ 25% asbestos fibre 100 is some evidence to suggest that materials prepared in
+ 25% carbon fibre (high strength) 80 this way exhibit superior mechanical and wear properties
+ 30% mica 31 to those produced by free-sintering. Even when filled or
+ 25% coke 17 reinforced, however, tile mechanical properties of ptfe
+ 25% carbon fibre (high modulus) 2 composites still remain relatively poor in comparison to
+ 40% bronze 0.8 those of other filled polymers, see Tables 8 and 9. This
+ 33% graphite 0.5 situation can be improved by using ptfe fornmlations in
thin layers attached to a harder backing. The most com-
Phenol-formaldehyde mon of these materials, and one of the most successful,
Mineral filled 730 is produced by incorporating a ptfe-Pb mixture into a
Asbestos paper filled 75 layer of porous bronze sintered on to a steel backing.
Wood filled 17 The maximum load-carrying-capacity of this type of
Paper filled 2.6 bearing is of the order of 150 MN/m 2 and the bronze
Cotton cloth reinforced 1.8 content greatly increases the thermal conductivity. This
bearing material has been extensively described and tested,

TRIBOLOGY December 1973 227


Table 6 Changesin iife of porous bronze-ptfe-Pb bushes
produced by Ntering sliding conditions, Relative to mlid
Bronze grid- steet shafts of 0.4 #m cta roughness, and continuous opera-
ceramic filled # tion at 20C
(Data from Pratt s)

Factor
Sliding conditions c~.ange
i
:o.,_ Y_ 1 Shaft roughness ,# decreased to 0.2 #zm
t increased to 0.6 g m
X2
X

I stainless steel I
Shaft material chromium plate 2
5i / ~ Porous
OO ~ ~ ~ bF6nze-ptfe- anodized aluminium
[~" , S A Pb bearings
Temperature increased to f 120C X~A
1 200C x ~/_,~

Time Intermittent operation at high PVs 2

Fig 11 Typical variations of depth of wear with time for


a Porous bronze - ptfe - Pb bearings is affected by various changes in the sliding conditions is
b Bronze grid - ceramic filled ptfe bearings given in Table 6.
Bearings with essentiaily the same ingredients, but of
different construction are also available. Ceramic-fil!ed
and exhibits a characteristic variation of wear with time ptfe tape can be pressure-rolled into a bronze grid to a
as shown in Fig 11. The initial period of rapid wear is depth of about three-quarters of the thickness of the grid.
conffmed to an overlay of ptfe approximately 12 #m thick, and the layer is then cemented on to a metal backing.
and bronze begins to appear at the sliding surface as soon This bearing exhibits a similar characteristic wear-time
as this overtay is removed. There is then a period of low relationship to the porous bronze-ptfe-Pb type, but with
wear at a constant rate until, after removal of a further greater 'bedding-m wear' and a somewhat higher steady.-
depth of about 50/~m, the bronze content of the surface state wear rate, see Fig 11, cu.we B. To compensate in
increases to an unacceptably high level and the wear rate part for the latter, however, We wear rate remains constant
begins to increase rapidly. Because of this characteristic until a depth of about 200 #m has been removed. It has
pattern of behaviour these bearings possess a well-defined been known for some time that ptfe in fibrous form exhibits
!ife, and the relationship between life and P V factor is much greater strength than in bulk, possibty because of a
shown in Fig 12. The approximate way in which the life greater degree of chain orientation. Severn bearing con-

Table 5 Properties of ptfe and filled ptfe composites

F ler,
Properties ~ glass
12% weight
glass
12% weight 15% weight
MoS 2 graphite
20% weight
carbon
5% weight
graphite
55~ weight
bronze
5% weight
MoS 2 None

Specific gravity 2.19 2.3 2.12 2.1 3.9 2.2


Tensile strength MN/m 2 t7.5 13 9.5 11.6 i3.0 9
Elongation % 300 230 130 70 90 400
Ftexural modulus GN/m 2 1.1 1.1 1.4 1.2 15 0.6
Deformation under % 11 4 8.1 29 4.6 Continuous
load at 25C and flow
14 MN/m 2
Expansion coef- 10-5/C 12.1 11 12.5 8.4 10.1 17
ficient 2 5 -
100C
Thermal conduc- W/mC 0.43 0.5 t 0.45 0.44 0.72 @.25
tivity
Specific wear rate 10 -7 mm3/N m 1.4 1.2 6.8 L2 1 o0 4000
Friction coefficient 0.09 0.09 0.12 0.12 0.13 0.!
on steel at
0.01 m/s
[ 0.05 m/s 0.33 0.5 0.35 0.53 0.44 0.04
Limiting y~0.5 m/s MN/m z X m/s 0.39 0.62 0.6 0.53 0.44 0.06
P V at t 5 m/s 0.5 0.62 0.95 0.42 0.44 0,09

228 TRIBOLOGY December 1973


view of the earlier remarks about the abrasiveness of fillers
on the counter-face, it is important to note that the pro-
vision of a smooth counter-face is much more important
5OOC when the fillers are non-abrasive. This is illustrated in
Fig 13 which compares the wear-time relationships of
ptfe/carbon fibre (high modulus) with those of ptfe/glass
fibre on mild steel counter-faces of different roughnesses.
2000 In the case of the ptfe/glass, the composite is sufficiently
abrasive to smooth tile steel surface and the steady state
I000 wear rate is virtually independent of counter-face rough-
"Z
ness. Increasing the counter-face hardness, however, will
o o
tend to offset this smoothing effect, and careful attention
..J 500 should always be paid to minimizing the roughness of very
hard counter-faces for all types of composites.
In summary, Fig 14 gives the P V relationship cor-
200 responding to a wear rate of 25 #m/100 h for many of
the ptfe-based formulations discussed.

IOC Other thermoplastics


The particular advantage of thermoplastics over thermo-
setting resins is that they can generally be injection
5C moulded: mass-produced bearings are thus potentially
extremely cheap. The most widely used thermoplastic
bearing materials are polyacetals and polyamides (nylons)
20 l I I I l
and different types of each exist. Polyacetals may be
OI 0.2 0.5 I 2 5
either a homopolymer of formaldehyde or a copolymer
PV(MN/m2x m/s}
of formaldehyde and acetaldehyde, but the differences
Fig 12 Life - PV relationship for porous bronze-ptfe-Pb in properties are slight. At room temperature, the homo-
bushes on mild steel shafts. 15.8 mm bore, 19 mm long. polymer is about 10% stronger and stiffer than the cope
Speeds 0.62, 1.25 and 2.5 m/s (750, 1500 and 300 rpm) lymer, but the position is reversed when the temperature
(from Pratt s ) exceeds about 100C. Some typical properties of the
homopolymer are given in Table 7. The polyamides are
structions utilize ptfe fibre. In one, fibre/phenolic resin a complex family: nylons 6 and 11 are self-condensed
mixtures are attached to a woven polyamide backing, amino acids, the number corresponding to the number of
and in turn to metal strip. Another version involves ptfe carbon atoms in the parent acid, and nylons 6.6 and
fibre interwoven with glass fibre in such a way that the 6.10 are reaction products of hexamethylene diamine
rubbing surface is largely ptfe and the opposite surface is (with 6 carbon atoms) and dibasic acids with 6 and 10
mainly glass. The fabric is then cemented with a phenolic carbon atoms respectively. Nylon 6.6 is tile most widely
resin to a metal substrate. This particular type of bearing used of all types, and has the higl, est strength and stiff
is capable of supporting extremely high loads (up to about ness. Some properties are given in Table 7. Its main
350 MN/m 2) at low speeds and is particularly suitable for disadvantage is tile relatively high moisture absorption,
applications involving oscillating motion. The wear-time
curves are of similar shape to those in Fig 11 but a unique
feature is that at light or moderate loads several distinct
'plateaus' may occur in sequence, separated by short
periods of more rapid wear. Performance tends to deteri- 3 A B
orate rapidly at high speeds~ partly because of the low
thermal conductivity.
For less arduous applications, a variety of filled ptfe
liners and tapes is marketed. Some ceramic-filled tapes
are provided with a self-adhesive backing, and graphite- 2 c
filled materials are available as liners already cemented to
steel or reinforced phenolic resin backings. Separate 'S
liners. 0.4 0.8 mm thick have the advantage that they can
be allowed to 'float', which facilitates heat-dissipation b
because some heat is then liberated directly at the housing-
liner interface.
The counter-face roughness generally recommended
for use with ptfe composite bearing materials is within the
range 0.2 0.4/xm cla. Improvements to the shaft rough-
ness usually reduce the wear rate, particularly in the early I 2 3 4 5 I 2 3 4 S
stages of sliding as already mentioned. However, there IO5 revolutions of disc
is some evidence to suggest that there are few advantages Fig 13 Wear volume-time relationships on mild steel
to be gained by bnproving surface finish beyond about a. 0 . 0 4 / l m cla, b. 0 . 1 8 # m cla, c. 0.5/*m cla
0.05/~m cla. In any case, manufacturing to roughnesses A ptfe-carbon fibre (high modulus) - transfer to steel
below this level can become inordinately expensive. In B ptfe-glass fibre. Abrasion of steel

T R I B O L O G Y December 1973 229


I02,~. metals or for rolling-element bearing cages. {.thoag
\-~. Wnvcn nff~/nln~,c, fibre' I nylon 6.6 has a higher melting point and room~.;ernpe<ature:
tensile strength than acetai, the s,rength decreases much
more rapidly with temperature, as shown by compam~g
the values for the heat-distortion temperatures m 7abie -
Where frictional heating is likely tc be appreciabie aceta
is therefore a preferred choice
Some properties of ? olycarbonate are a.tso gl,reu it:,'
Table 7, and the main claim tc distinction of this po_~y.
mar is its extremely high Lmoact strength Poiycarbonatc
is therefore a potentially val~able material for abrasive
E or erosive wear situations, although its bearing properues
Z in clean environments are nor remarkab]e The outstand.-
ing temperature stabiIity of me polyimides has a!ready
been noted in Fig 8. These polymers are a~ain availao!e
in several different types, some of which are p:-oeessed
as thermoplastics by hot-comoression moulding and some
as thermosetting resins. Table 7 includes data for fi~e sore>
pression moulded type. [n gener the rr'_,ecaanicai ~ro-
parties are similar at room ten~ perature to d?ose of nv!ons
and acetats, but the heat distortion ~empera~ure is ,~crv
much higher, and because of ti~is, tt~e !irnitm.g PV ~ac :ors
are also higher. Whilst the specific wea, rare of poiyo
imide at room temperature is not particuiar!y ;.ow. > e r e
Q.,.
o-ol 04 { IO is iitt!e or no increase with temperature until abo~t ?COC.
V(rn/s) It has aiso been reported that ttse wear rate (n n,_t:
. . . .Oh,A1
.
is much lower than in air. by a Nctor of aboux ~O0.
Fig 14 P-V retationships for ptfe-based bearings at a depth As with ptfe, ti~e mechanical properties of other ;:herrno
wear rate of 25 # m / l O 0 h (mainly from Ref 6) plastics are also improved by the addition of fillers o~
reinforcing fibres. Some typical values for glass :fibre
and consequent low dimensional stability, and nylons reinforced and solid-lubricant filied cornposr~es are givers
6.!0 and 11 are better in this respect (24 h cnoisture in Table 8. Provided that the filler contents renta~ be}ow
absorption ~0.4%). The thermal expansion coefficient about 20% by volume, there ~s no serious rmsedimem ~s
of nylon i i, however, (~18 X 10-5C 1) is about twice injection moulding. Some of the improverr~en[s obtained
that of the other types. Very large bearings have been in the friction and wear properties by ? fie/glass or -~tfe
made from cast nylon monomers which are subsequently additions can be very large, eg with polycarbonate ar~d
polymerized in situ and the properties of this materiai nylon 6.6. With acetaL however, ptfe/giass causes a
are very similar to those of nylon 6.6. gearings fon-ned significant increase in tLe specific wear rate and ptfe
from sintered nylon powder of high molecular weight alone is a more effective addition, despite the slight impair
and crystallinity are also available and appear to show ment of the mechanical properties. The wear grepert~es
some advantages from the wear resistance standpoint. of polyimide are improved by graphite additions our
By controlling the sintering conditions, the degree of MoS2 is ineffective in air and on!y becomes a useful
porosity can be increased and the material impregnated lubricant for applications in ssace or ultraoh~gh vacuum~
with oil for use as an alternative to oil-filled porous Additions of si~nail amounts of MoS2 ,.2 5%)i to nylon 6.6

TaMe 7 Properties of some unfilled thermoplastics

Polymer Acetal
Properties Potycarbonate (homopolymer) Nylon 6.6 Po!yimide

Specific gravity 1.2 1 o4 ] ,i 1,43


Tensile strength MN/m 2 65 69 79 ~7q
Fiexural modulus GN/m 2 2.34 2,8 2o9 3.2
Softening/melting point C 225 175 260 No melt
Heat distortion temperature at C 130 125 70 >26,0
1.8 MN/m 2 ,% A
[zod notched impact strength J/cm 8.7 0.76 0.49 ~.~;-8
Moisture absorption, 24 h % 0.35 0.25 .5 0,32
Specific wear rate 10 - 7 mm3/N m 480 12.5 38 30
Friction coefficient on steei 0.35 0.2 0.25 042 0.6
{ 0.05 m/s 0.03 0.14 0:11 4
Limiting ~ 0.5 m/s MN/m 2 X rots 0.01 0.12 009 -
P V at [ 5 m/s < 0.01 0.09 < 0.09

230 TR1BOLOGY December t973


Table 8 Properties of thermoplastics with lubricating fillers

Polycarbonate Acetal Nylon 6.6 Polyimide

15% 15% 15%


~f i latieps rn c )d p e ~r e r s ptfe ptfe ptfe
22~,4 3(~: 22% 3~4 44% 3~:~ 15% 15%
ptfe glass ptfe glass ptfe glass graphite MoS 2

Specific gravity 1.33 1.55 1.5 1.75 1.43 1.4o 1.51 1.50
Tensile strength MN/m 2 45 120 40 107 38 163 45 41
Flexural modulus GN/m 2 1.3 8.3 2.1 0.7 2.1 ~).3 3.8 3.5
Heat distortion temperature C 130 145 100 160 82 250 >260 >260
at 1.8 MN/m 2
Izod notched impact strength J/cm 1.1 1.1 0.27 0.38 0.27 0.98
Moisture absorption, 24 h % 0.14 0.06 0.25 0.2 0.55 0.5 0.32 0.32
Specific wear rate 10 7 mm3/N m 5.8 3.2 38 2.3 3.1 5 50
Friction coefficient on steel 0.15 0.2 0.15 0.28 0.18 0.26 0.1 0.3 0.1 0.3
0.0S m/s 0.97 >1.4 0.44 >1.4 0.61 6 5
Limiting ~ 0.5 m/s MN/m 2 X m/s 0.06 I .05 0.4 0.42 0.95 0.7
PV at ! 5 m/s 0.46 0.17 0.28 0.28 0.46

are marginal in their effects on friction, but tend to improve bearing is almost inevitable, unit costs tend to be rather
wear resistance by affecting the hardness and crystallinity high.
developed in the polymer during processing. A characteristic feature of reinforced thermosetting
Several thermoplastics, notably nylon 6.6 and acetals, laminates is their anisotropy in mechanical properties.
can benefit greatly from marginal lubrication with fhfids, Both tensile and compressive strengths may vary by
and in these conditions their performance often exceeds factors of up to 5 depending on the direction of testing
that of conventional metallic bearing materials. To opti- relative to that of the laminations. Because of th is, the
mize the load-carrying-capacity, several types of bearings data given in Table 9 only provides order-of-magnitude
are available comprising thin layers of nylon or acetal
bonded to a steel backing. A more sophisticated construc-
tion is a porous bronze layer on a steel backing, impregnated
with acetal, and leaving a layer of polymer about 100/Ira
thick over the surface of the bronze. Regularly spaced
recesses on the surface are provided to retain small amounts
of lubricant. This type of bearing can exhibit a life of
above 1000 h at PV factors up to about 2 MN/m 2 X m/s.
'I
A summary of the available P V relationships for the
various thermoplastics, unfilled and filled, is given in
Fig 15.
Thern?osetting rosins
Although the raw material costs of the more common
thermosetting resins, such as phenol-fornlaldehyde, are
E
less than those of most thermoplastics, fabrication costs g
tend to offset this advantage. The precursors are usually
fluid and the addition of hardeners and a catalyst induces EL

cross-linking of the molecular chains leading to an irrever-


sible transformation to the solid state. The cheaper phenol- nrnide
formaldehyde and polyester resins are somewhat brittle "aphit
and are almost always used in fibre-reinforced form. 0'
Epoxies and silicones, on the other hand, can be produced
with a whole spectrum of properties by the addition of
suitable flexibilizing agents. ~fhe simplest method of \
producing reinforced thermosetting bearing materials \
is by impregnation of fibrous mat or cloth cellulose,
cotton, asbestos, glass, carbon etc by the liquid resin, 0"0
\
or a solution thereof, pressing into an appropriate shape 0.01 O4 I IO
and curing at elevated temperature. Alternatively, tubes V(m/s)
may be produced by filament winding techniques. Fig 15 P-Vrelationships for thermoplastic and filled
Neither method is amenable to rapid, large scale produc- thermoplastic bearings at a depth wear rate of 25/lm/1 O0 h
tion, and since some machining to produce a finished (partly from Ref 6)

TRIBOLOGY December 1973 231


TaNe 9 Properties of reinforced thermosetting resins

Melamine- Phenol- Polyimide


formaldehyde formaldehyde Silicone Epoxy Polyester + carbo~
Properties + cellulose + cellulose + asbestos + cellulose +celluiose fibre

Specific gravity 1.4 i .35 1.75 1.2 1.25 1.6


Tensile strength MN/m 2 104 76 62 90 69 450
Flexural modulus GN/m 2 6.9 8.3 I4 3.5 4.8 40
Izod notched impact J/cm 0.68 i .! I .d 1.1 t .6 0~5
strength
Water absorption, 24 h % 1.5 1.5 0.8 1.5 t .5 2
Maximum allowable C 130 i50 250 175 140 300
temperature

Specific wear rate 10 - 7 mm3/N m With solid lubricants added, values normally within the range 3 - 5 0 0.5

Vaiues may vary appreciably depending on form of reinforcement (cloth, chopped fibre mat, unidirectional ~bres); direction of testing relative
to iaminations; degree of resin cure.

properties. The figures are nevertheless sufficient to show the better filled ptfe composites. Because reinforced
that the strengths and stiffnesses of some composites thermosets do no~ soften appreciably on heating, they
can greatly exceed those of filled or reinforced thermo- continue to be useable up to the temperatures ar which
plastics. In bearings, advantage can only be taken o f these thermal or oxidative degradation of the resin or reinforce-
high strengths if some means are made available either ment begin to be significant. The rates of wear then tend
for dissipating the frictional heat effectively, or minimizing to increase, but not so rapidly as for thermoptastgcs near
its generation by reducing the coefficient of friction. their softening points, t~einforced thermosets will con-
A major area o f application of reinforced thermosets is tinue to operate for short periods at temperatures wetl
thus for water4ubricated bearings in marine engineering, in excess of those quoted in Table 9 because therma! or
rolling mills, etc. For operation as dry bearings, the addi- oxidative degradation are bo-th time and temperature
tion of solid lubricants such as ptfe, graphite or MoS2 is dependent.
virtually essential, but even with these additions the speci- Epoxy resins are considerably more expensive than
fic wear rates seldom fall as low as those obtainable with phenolics, and as shown in Table 9 the mechanical pro-
perties of reinforced composites of both types are broadly
shmilar. However, the fact that some epoxy formulations
,2t can be made less brittle than phenoiics has led ro their
use in a filled rather than reinforced form, which partly
offsets the cost. Epoxies containing graphite or MoS2 are
available as solid bars for machining into bearings, or as
a two-component fluid for casting. Filled epoxies
can also be sprayed as thin layers on to a metat backing.
Bearkr~gs based on reinforced p olyhqqides are st~ll a com~
parative rarity, partly due to the expense of the po!ymer
and partly to the difficulties in fabrication. The introduc-
tion of carbon fibre as reinforcement further increases
cost, but this material is neverthe!ess of interest for
~ "~ graphite, MoS2,pt f specialized aircraft applications because o f the combination
:~ I-
of very high strength and a specific wear rate as tow. or
lower, than those obtained with ptfe composites, see
Table 5.
\\ There is little information avai!able on the F - V re!atmno
\ ships o f many of the reinforced therm_osetting resin com-
posites described, but a generalized grouping is given in
Fig 16, based, as in the earlier results, on an arbitra~
wear rate of 25 gin/100 h.

Design points
It is convenient here to summarize some of t2c~especific
o.oJ design factors which are invo!ved in using polymer-based
0 ~01 0 ' II ~,,"/ I - :
~0
dry bearings.
V{m/s}
Fig 36 P-V relationships for filled and reinforced therrno- Counter-face roughness
setting resin bearings at a depth wear rate of 25/~mtl00 h As already discussed, this is one of the most [mportar-t
(partly from Ref 6) parameters affecting the magnitude of the wear, particulariy

232 TRIBOLOGY December 1973


in the early stages of sliding. Values of 0.2 0.4/am cla, Commercial products
with an upper limit of 0.7/am cla, are usually recommended, A partial list of proprietary dry bearing materials with trade
but reductions down to 0.05/am cla will almost always names and suppliers is given in Table 10, together with a
reduce wear unless abrasive fillers, such as glass, are present brief description of each. The precise compositions of
in the composite. Abrasive fillers necessitate harder counter- many of the more complex bearing constructions are not
faces. It is important to note that the magnitude of the always divulged by the manufacturers.
cla roughness is not a unique guide to the effect of the
counter-face on wear of the bearing. A ground surface of
0.2/am cla will generally cause less wear than an abraded Carbons and graphites
surface of the same value, and in turn an abraded surface Manufactured carbons-graphites comprise a complex series
is preferable to one of the same roughness produced by of materials whose mechanical and tribological properties
grit-blasting. The reasons for these differences lie in the can vary very widely. The raw materials take many forms,
detailed nature of the topographies produced by each as shown in Table 11, and particles of one or more of these
finishing treatment. are mixed with binders, pressed into a solid, and finally
heat-treated. A typical composition could be 20% petro-
Aspect ratk) leum coke. 6~} of a mixture of other cokes, natural
In theory, the performance of a dry hearing should be graphite and lamp black and 20~ of pitch binder. The
independent of the aspect ratio length/internal diameter- pressure during consolidation affects the density and poro-
but in practice there are two complicating features. With sity, the latter being typically within the range 3 l 5%.
large aspect ratios, distortions or misalignment may cause Heat treatment up to 1000C removes volatile constituents,
stress concentrations and excessive localized heating. In particularly in the binder, and above 2100C the amor-
such cases a short period of 'running-in' at reduced loads, phous carbon constituents begin to be reordered into a
or initial marginal lubrication, may be helpful. Short graphitic structure. The degree of graphitization is a
aspect ratios introduce problems associated with the loca- function of both the temperature and of the structure of
tion of bearings in their housing. In general, the optimum the starting material. Cokes, for example, graphitize
ratio appears to be of the order of unity. more readily than carbon blacks at a given temperature.
Following heat-treatment any residual porosity may be
Wall thickness impregnated with resins or solid lubricants. Alternatively,
This factor is frequently dictated by the overall design if high proportions of solid lubricants are required, carbon/
of the component. However, where a choice is at all graphite powders prepared as above may be mixed with
possible, a typical value of thickness is of the order of one the lubricant powders and resins and hot-pressed at a
tenth of the shaft diameter. This value may usefully be temperature sufficiently high to cure the resin.
increased if shock-loadings are anticipated, or decreased It follows from the above oversimplified, and neces-
if the pressure approaches the limit at which deformation sarily brief, description that a whole spectrum of materials
under load becomes significant. A reduced wall-thickness can readily be prepared. One of the major difficulties,
also facilitates the dissipation of frictional heat. in fact, is reproducibility of a desired product. For con-
venience, the various materials available can be divided
Clearance into four main categories as shown in Table 12. The
Insufficient initial clearance has probably been responsible properties given are typical of each class, and, as usual,
for more dry bearing failures than any other single cause. are significant only as orders of magnitude. However,
The clearance required for polymer-based materials is several characteristic features may be noted:
much greater than that typical of lubricated metallic bear-
a the thermal conductivities are of the same order as that
ings and for most applications is typically 5/am/mm with a
of mild steel, and therefore a factor of about 100
minimum of 125/am. The necessity for this large value
times greater than those of unfilled polymers,
arises from the combined effects of dimensional instability,
b the coefficients of thermal expansion are only about
arising from expansion and moisture absorption, and the
those of steel, and thus about 20 times lower
development of transfer films of debris on the shaft
than the values for unfilled polymers,
surface. With certain proprietary ptfe-based bearing
c the moduli of elasticity are about 10 20 times lower
assemblies, the initial clearance can be greatly reduced by
than that of steel, and roughly of the same order of
minimizing the counter-face roughness, and in some cases
magnitude as those of reinforced polymers,
reduced to zero by preloading the bearing. In the latter
d the tensile strengths are substantially lower than the
situation, however, starting-torque may present problems.
compressive strengths, sometimes by a factor of 10.
Fitting Carbons-graphites do not exhibit plasticity in their
The clearance may also be affected by the particular method stress-strain behaviour. The elastic modulus decreases
used for fitting bearings into their housings. The most popu- with increasing strain, and failure occurs by brittle fracture
lar method for polymer-based bearings is press-fitting with at strains which are typically 0.5 3%. There are no large
a degree of interference ranging from about 7/am/ram for changes in mechanical properties over the temperature
unfilled ptfe, through 5/am/mm for nylons and acetals, range up to 1000C in vacuum or inert gas atmospheres.
to 2-3/am/mm for reinforced thermosets. The closure In air, however, oxidation begins to become significant
in bore resulting from interference fits is very roughly at around 350 500C, depending on the type of carbon
equal to the interference itself and should be allowed for and Table 12 shows that the amorphous materials oxidize
when defining the clearance required. Where temperature more rapidly at a given temperature than the more graphi-
fluctuations are likely to be encountered, interference fits tic ones. For practical purposes, the temperature limita-
in housings are inadvisable and alternative methods such tion of bearings is determined by the rate of oxidation in
as keyways, flanges or adhesives are preferable. relation to the rate of mechanical wear; the oxidation

TRIBOLOGY December 1973 233


TaNe 10 Trade names and suppliers of some polymer-based bearing materials

Trade name Material Manufacturer

Plaslubes unreinforced thermoplastics with ptfe o r M o S 2 Fiberfit Inc


High lubricity FRTP glass reinforced thermoplastics with ptfe or MoS2 Fiberfil inc
Nylatron GS, GSM nylon + MoS2 ',?olypenco Ltd
Nylasint 2G, 6G nylon + graphite Polypenco Ltd
Fulton 404 acetal + ptfe LNP Corp
Delrin AF acetal + ptfe Du Pore
(Fortified polymers; no glass reinforced thermoplastics with ptfe LNP Corp
specNc trade names)
Rulon ptfe with various fillers DNon Corp
Fluorosint ptfe with inca Po!ypenco Lid
CF2 ptfe with glass Crane Packing C o
Station ptfe with carbon Morganite Carbon Ltd
M7 ptfe with graphite Nobrac Carbon
DQ2 ptfe with graphite Glacier Metals
DQi ptfe with bronze and graphite Glacier Metals
DQ3 ptfe with bronze and lead oxide Glacier Metals
Fibreglide interwoven ptfe/cotton cloth with thermosetting resin and Ampep Ltc
graphite bonded to metal
Fibreslip interwoven ptfe/glass cloth + thermoset bonded to metal Ampep L;:d
Fabroid interwoven ptfe/glass cloth + thermoset bonded to metal Transport Dynamics !nc
Vandry filled ptfe on metal backing Vandervelt Products
DU porous bronze impregnated with ptfe/Pb on steel backing Glacier Metals
DX porous bronze impregnated with aceta! on a steel backing Glacier Metals
Unifton filled ptfe on metal backing RoseoForgrove Ltd
Unimesh ptfeowoven bronze mesh on metal backing Rose-Forgrove Ltd
Vespel SPi polyimide u Pont
Vespel SP21 polyimide + ] 5% graphite Du Pont
Vespel SP3 polyimide + 15% MoS2 Du Pont
Feuraton polyimide + z~netal and solid lubricant fillers Berno] inc
Feuralloys porous metal impregnated with polyimide and solid lubricants Bemoi !nc
Kerimid reinforced po!yimides with sotid lubricants Rhone-Pouienc
Orkot RL, RH, TL reinforced polyesters with graphite or MoS 2 British Steel Corp
qp, ~ ;r /[
~afnol thermosetting resins with cotton or cellulose reinforcement and ![~Iflsoi zX ~=
graphite, MoS2 or ptfe additives
Ferrobestos thermosetting resins with cotton or cellulose reinforcement and J. W. Roberts Ltd
graphite, MoS 2 or ptfe additives
Raitko thermosetting resins with cotton or celhilose reinforcement and Raitko Lid
graphite, MoS2 or ptfe additives
ERB 14J epoxy with MoS2, graphite or ptfe fiilers Nobrac Carbon Lie
Motynium epoxy with MoS2, graphite or ptfe fillers Gredimex AG
(Molykote G,K Lid)
Eccoslip epoxy with MoS2, graphite or ptfe fillers Emerson and Cuming

TaMe 11 Raw materials used in the production of carbons- products, being gaseous, do no;: interfere with the wear
graphites process.
F r i c t i o n and wear
Carbons Binders Additives Fig t7 gives some values for the coefficients of fricuon
and rates of wear of a variety of types of carbonsgraphites
{petroleum pitch white metals during sliding against hardened steel. The coesideraNe
pitch variations may be noted. In genera] the friction is lowest
Cokes h retort tar bad bronze
J for the most graphitic materiais, but the wear rates do
~, metallurgical resins silver not appear to depend so much on the grap_hite content
natural ptfe The iowest wear rare of N1, in fact, is that ef an amorphous
Graphites carbon. The ciassical explanation for the low friction of
artificial
MoS 2 graphite relates friction to the cG~stal s~mcture. Graphite
lamp possesses a layer-lattice structure in which networks of"
Carbon ~ channel resins
hexagonally arranged carbon atoms are separated from
blacks ( furnace each other by a distance much !argot than the interatom~e
Charcoal spacb.g within the layers. The binding forces between
layers are comparatively weak; little energy is therefore

234 T R I B O L O G Y December 1973


Table 12 Properties of carbons-graphites

Carbon-graphite Metallized carbon

,,, of carbon Amor-


phous
carbon
Low
graphite
High
graphite
Electro-
graphite
White
metal Pb-Cu
Mild
Steel
Properties

Specific gravity 1.6 1.6 I .65 1.65 2.8 2.7 7.85


Tensile strength MN/m 2 25 23 21 14 45 55 560
Compressive strength MN/m 2 180 160 83 65 230 260 410
Elastic modulus GN/m 2 11 1I 9.5 7 16 18 183
Expansion coefficient 10 5/C 0.5 0.2 0.3 0.4 0.35 0.5 1.1
Thermal conductivity W/mC 7.1 q.2 35 55 - 25 46
Oxidation rate at 500C g/m 2h 200 80 15 2
Maximum temperature for C 300 350 350 500 130 300
COlltinuous use
Limiting PV at low speeds 0.2 0.35 0.4 0.7 0.7
MN/m 2 X m/s
Specific wear rate 10 7 mm_~/N m Generally within the range 5 - 5 0

needed to induce cleavage or shear, and so the coefficient Apart from the water vapour concentration, there are
of friction is low. ttowever, the cleavage energy is low only two other factors which can influence the magnitude of
when water or other condensable vapours are present in the coefficient of friction. Finely divided debris from tile
the environment, and this observation correlates with tile wear process may become consolidated on the surface of
fact that the coefficient of friction is low only when the the carbon or its counter-face and exhibit a preferred
water vapour content exceeds a critical pressure (of the crystallographic orientation and direction of easy shear
order of 3 inmHg partial pressure in air). The presence thus reducing friction. Alternatively these layers may fill
of water vapour also influences the magnitude of the rate the surface irregularities and increase tile real area o f
of wear, and catastrophic increases can occur, by factors
of up to 103 or 104, when the water vapour content falls
below the critical value. In sliding conditions it should be

J
O-4
realised that the relevant concentration of water vaponr
is not that in the environment as a whole, but that in the
vicinity o f the actual sliding surfaces. If there is a signifi-
cant rise in surface temperatures, the concentration of ~.r o.2
water vapour relative to the saturation concentration 0
decreases and the carbon surface may begin to lose its u O-I
physically adsorbed water vapour, leading to an increase
I I I I
in both the coefficient of friction and the rate of wear.
IOO 2OO 300 4OO 5OO
As the temperature increases further the rate of adsorption
of water no longer suffices to satisfy the fresh carbon Temperature (C)
surfaces produced as a result of mechanical wear, and both
the friction and wear rate increase dramatically. These IO2
effects are illustrated schematically in Fig 18 which shows
typical variations of friction and wear with temperature
for carbons-graphites sliding on metals. High friction and
wear may also be induced at ambient room temperatures
if the combination of load and speed becomes sufticient
to raise the surface temperatures to tire order of 500C 'E
or greater.
,o
_u .~
.-=_~
Specific wear rate {mm3/Nm) Friction coefficient
g.o
10-7 I0 6 io-S 10-4 10-3 0.4 0.8 1:2 16
or)
Compacted natural gCaphlt
~ eiatin-e - ~ o nde~ n aTu~T 9r ~pNt ~
Copper - ~ (a ~ - ~ - ~ 9 t ~ b ~
Copper - g r a phite (low copper)
Spectroscopic st andard ~sg~hLt e' .
Am~r Phous carbon
]E/ectrogr~h~te (brush grade) " m

~ b o n 2 ~ b J ~ l T o w~ _ ~
~ a ~ ~ ~ 12 ..... I
C a r b o n - rag5~hire ~
C a r b on - copp r - ~ _ 1 5 5 ] r ,n 91~a87 !
N a t u r a l qraphite - h i g h temp treated ~
Sr-bdn- white m e t a l - - ~ . . . . . . .
Carbon lead bronze
E J t r ~ r ~ h i t l t (bearing qrade) ~ I
IOO 2OO 3OO 400 500
Amorphous c a r b o n (electrode grade~ m

Temperature (C)
Fig 17 Friction and wear of various carbon/graphites sliding Fig 18 Schematic variation of friction and wear rate of
on hardened 1% carbon steel of 0.025/lm cla roughness. carbons/graphites with temperature during sliding against
Load = ION speed = 18 m/s steel

TRIBOLOGY December 1 9 7 3 235


The formation of transfer films on the counter-face
revolves structural breakdown of the 5carbon into units
/ of the order of 5 50 nm m size. Breakdown of the more
graphitic materials to t.his level is relatively easy and most
d etectrographites, for example~ wN readily form transfer
~O'ml initial Films ever, on counter-face metals as soft as copper. For
wear
the stronger, non-graphitic carbons, however, locNized
z gG:~- stresses sufficiently high to achieve breakdown are oPJy
possible when sliding against very hard counter-face
E
E
materials. Thus amorphous carbons or low graphite-
carbons will generate a tra~sfer ~irn on ceramics or tung-
Q
P a Natural graphite sten carbide but not on steels or copper. As a genera]
fd ~_ conclusion, each carbon-grapNte generates its own charac-
x ESectrographit
teristic topography on the counter-face by abrasion or
e Hard carbon
u transfer, or a combination o f the ~wo It is this factor
J which is primarily responsible for most of the difficulty
/ in predicting the wear rates of carbons-graphites directl]
h from a knowledge of their structure, composition and
mechanical properties.
Steady- state
wear / ~~'x~ uransTer
~ - Despite "chair long history o f use, the P - V properties
of carbons-graphites do no~ appear ,~o be as well categorized
{~ Transfer as those o f polymer-based bearing materials. Some approxi-
--xNo~-----~-------...~e
o abrasion mate values of the limiting P V factors at tow speeds are
given in Table t2, and estimates o f the P - Y relationships
Abrasion for continuous operation are shown in Fig 20. As for rei~>
lC?6L t
forced &errnosetting resin bearings, the !LmRing PV factors
0-0t O-i I Io IOO
are greatly increased if fluids are available to increase the
Surface roughness (gin cla)
rate of heat dissipation. Carbons-graphites are particularly
suitable for operation in fluids because not only are t~hey
Fig ! 9 Variation of wear rate with counterface roughness
chemically compatible with most types, other than strong
for carbons/graphites sliding on copper
oxidizing agents, but they are not prone ~o dimensional
changes ~o the'sm~ne extent as polymers. However, fluids
may often result in increased wear o f the more graphitic
contact which tends to increase the coefficient of friction grades which in dry conditions exhibit low wear as a con-
Nddgley and co-workers ~ have observed the latter effect sequence of transfer fitm formation. Grades contNning
occurring in a cyclic manner during the sliding o f carbon little or no graphite are less sensitive in this respect~ Addi..
thrust washers. When the friction rises to a high value, the
surface stresses become sufficient to disrupt the layer of !o2[
consolidated debris, the surface is roughened, the real area
of contact decreases and the friction again decreases.
Because the moduli of elasticity of carbons and graphites
are relatively low and comparable with those of reinforced
polymers, elastic deformation and fatigue play an important
role in the wear process. As with polymers, the wear rates
in the early stages of sliding are very dependent on the tO jBronz e -graphite -
surface roughness of the counter-face and Fig 19 shows ' ~ MoS2
typical variations for three types of carbons. In the final
stages of sliding, when steady-state conditions are attained,
there is much less dependence of wear rate on initial E

counter-face roughness, see Fig 19, for the same reasons Z

as discussed earlier for filled polymers; the counter-face


O_
surface is modified either by abrasion or by transfer.
Abrasion of a counter-face by carbons-graphites arises Carbon-
graphite Carbon Cu/Pb
from two causes. Firstly, since graphite is anisotropic in 4-Sn-Pb-Sb low g r,~phit~-
structure, it is also anisotropic in properties, and the maxi- \~N~ carbn
mum hardness in the direction parallel to the basal planes 04-
is of the order o f 1500VPN. Secondly, carbons and
graphites are seldom pure and contain small quantities of High greph~
abrasive materials such as metal oxides. These impufites -carbon
tend to volatilize during heat-treatment, so that the degree
of purity depends not only on the type of starting materiai
but also on the heat-treatment temperature. In very general O.Oi
O!O~ O.I
terms the degree of abrasiveness from both causes, intrinsic
and impurities, increases in the order: electrographite, v [ra/s)
carbon-graphite (high graphite), carbon-graphite (low Fig 20 P-V relationships for soma carbon/graphite bear-
graphite), natural graphite and amorphous carbon. ings at a depth wear rate of 25 #m/100 m (from Ref 6)

236 TRIBOLOGY December 1973


tions of ptfe to carbon-graphites may be helpful in main- wear rates in dirty environments, therefore, some form of
talning transfer films in wet, or alternate wet and dry, shielding for carbon bearings is essential.
conditions. Ptfe/MoS2 additions also tend to reduce the
Solid-film lubricants
dependence of friction and wear on the environmental
humidity during dry operation. The advantages of solid lubricants as additives to polymers
have already been mentioned. Lubricants such as MoS 2
Design points or ptfe function essentially by forming a film over the
The counter-face roughness usually recommended for surface of the composite or counter-face during sliding
carbon-graphite bearings is 0.2-- 0.4 ~um cla, but as for poly- so that the friction becomes characteristic of this film
mers, a further reduction in roughness will generally lead rather than of the matrix material. In principle, the lubri-
to lower wear rates, particularly in the early stages of slid- cating film is self-replenishing and should provide lubrica-
ing. Mild steel is not a particularly good choice of counter- tion throughout the life of the bearing. It is obvious that
face metal for operation against carbons-graphites because an alternative method to provide lubrication is to preform
of its lack of corrosion resistance in humid environments. the lubricating film on the surfaces before assembly By
Corrosion may also be enhanced electrochemically adopting this technique, the properties of the film can
because carbon is strongly electro-negative with respect be optimized to achieve the lowest coefficient of friction,
to iron. If a relatively soft and inexpensive shaft material or the longest life, or any suitable compromize, and the
is essential austenitic cast iron is probably the best. How- substrate materials can be chosen to obtain maximum
ever, harder materials are generally preferred to minimize load-carrying-capacity. These preformed fdms, however,
serious abrasion by the carbons-graphites and stainless inevitably have a finite life and it is the difficulty of pre-
steels and stellites with hardnesses within the range 4 0 0 - dicting this life in practical conditions which is responsible
600 VPN are most suitable. Very hard counter-faces, such for most of the uncertainties associated with this type
as chromium plate or ceramics and cermets are also satis- of lubrication.
factory but because they cannot easily be polished by Table 13 gives a list of the more common solid-film lubri-
carbons during sliding, care must be taken to minimize cants, together with estimates of their temperature limit
the initial surface roughness. in air. This limit is determined primarily by the oxidation
Carbon bearings are readily available in finished form characteristics, and the values quoted are clearly arbitrary
suitable for installation into housings. Machining, however, because oxidation is time as well as temperature dependent.
presents few difficulties provided that cemented carbide Thermal stabilities of lamellar solid lubricants in vacuum
tools are used to offset the abrasiveness of carbon debris. or inert gas are much higher than the oxidative stabilities,
Because of poor impact resistance and tensile properties, and for MoS2 and similar materials are of the order of
the wall thicknesses of carbon bearings need to be some- 1000C. MoS 2 is by far file most widely used lubricant.
what greater than those used with polymer-based bearings. The simplest method of applying a film of a lamellar
Typical values range from about 3 mm for a 12 mm bore solid to a substrate is by burnishing of dry powder on to
bush to 12 mm for 100 mm bore. Flanges on bushes a clean surface with a soft cloth. Particles adhere locally
intended to support axial loads should also be avoided to the surface, mainly by mechanical interlocking with
because of the risk of tensile stress concentrations at the surface defects or depressions, and a coherent film builds
neck of the flange. Bearing aspect ratios are preferably up via the cohesive forces between the crystallites within
kept below 2, again to minimize the effects of any tensile the particles. There is some evidence to suggest that softer
stresses arising from distortion or misalignment. substrates give more adherent films whilst harder ones
It is acceptable to press-fit bushes into housings with an produce more coherent films. As might be expected in
interference of about 2 ~m/mm maximum, provided that these circumstances, therefore, the effects of substrate
the outer edges of the bearings are chamfered. This tech- hardness on friction and wear-life of rubbed films tends to
nique, however, is mainly restricted to relatively small be ill-defined. Film thicknesses for MoS 2 are usually less
bushes, of less than about 25 mm in bore, intended for than about 1 #m, and increase with relative humidity of
operation over a restricted temperature range. For larger the environment and with time of rubbing. Practical appli-
bushes, or when wide temperature fluctuations are expected. cations of rubbed films, however, are few and confined
shrink-fitting is to be preferred, the relative dimensions mainly to assembly of components or for lubrication of
of the bush and housing being chosen so that interference precision parts when the amount of sliding involved is
will still be maintained at the maximum temperature relatively small.
encountered. Typical values are 4 6 #m/ram. If the The most common type of preformed solid film lubri-
housing has a very large expansion coefficient relative to cant is a 'bonded-coating' in which particles of the lubri-
the carbon bush, eg bronze or aluminium alloy, it may cant are cemented together and to the substrate by some
be advantageous to shrink-fit the bush into a steel sleeve type of binder, usually an organic resin. Some of the most
which is then attached to the housing by any conventional widely used binders are listed in Table 13, together with an
technique. Preformed metal-backed carbon bearings are estimate of their temperature limit. Because the tempera-
available commercially. Because carbon bearings are ture stabilities o f organic resins are generally less than those
much more dimensionally stable than those based on of the solid lubricants themselves, the temperature limits
polymers, running clearances can be significantly lower. of the coating are determined primarily by the resin pro-
Allowance is mainly required to offset the build-up of perties. For temperatures in excess of about 400C, inor-
consolidated wear debris between the sliding surfaces, ganic binders have been developed based on sodium silicate,
and typical clearances are about 3 # m / m m with a mini- aluminium phosphate, or various mixed oxides. The choice
mum of 50/am. Finally, it should be mentioned that of binder is also influenced by a number of other factors
because carbons do not exhibit any plasticity and are weak in addition to temperature, such as mechanical properties,
in tension, their tolerance towards abrasive contamination compatibility with the environment, ease of processing,
is generally lower than that of polymers. To avoid high and cost. The last two can often be of major importance

TRIBOLOGY December 1973 237


TaNe 13 Types of solid lubricants and surface pretreatme~qts

Maximum Maximum
Temperature Temperature
Lubricants (C) Binders (C) Substrate pretreatments

Lamd|ar solids
MoS2 350 acry~cs 65 grit -blast
WS 2 400 cellulose 65 add-etch
GrapNte 500 any& 95 phosphate (steels)
TaS2 550 phonetics 160 anodize (At, Ti)
CaF 2 1000 epoxies 200 dichromate (Mg)
silicones 300 phosphate-fluoride (Ti)
oxalate (Cu)
Other solids
ptfe 300 polyimides 350 porous sintered or sprayed iavers
phthalocyanine 400 silicates 450
B203-PbS 550 phosphates 500
SiO2oPbO 650 vitreous 550
Na2WO4 700
MoO 3 800

and there is an increasing interest in the use of air-curing by the oxidation products of MoS2' in humid eaviro~ments
resins, such as acrylics and cellulose-based materia/s, which eg H2SO4. Sb203 is a widely-used additive with MoS~
are applied, together with the lubricant itself, from pres- films to increase wear-Ere, but its mode of action still
surized aerosol containers. remains obscure. ~n general, the precise folxnulations G~
The ratio of lubricant to binder varies with the materials commercially-available coatings are no~ avNlable to the
invoNed, but is usually within the range 1 : I - 4 : t. user. Most coatings have been developed in the USA under
Tge higher ratios generally minimize ~ e coefficient of the stimulus of military and aerospace requirements anc~
friction, whilst the lower ones maxLmize the wear-life. because of this a greater degree of standardization has
Apart from lubricant and binder, however, other additives been achieved in the US than elsewhere. Four specifications
are often incorporated to enhance one or more aspects of are relevanu
performance. Soft metals may facilitate re-adhesion of
a air-drying lubricant MIL L-23398B.
debris to the substrate during sliding, smalt additions of
b general purpose, heat-cured, bonded solid fiim lubricant
graphite and other metal sulphides to MoS2 films enhance
M i L L 8937A,
wear-life, and inhibitors prevent corrosion of the substrate
c corrosion resisting, heat-cured, bonaed solid film iuba-

;!
can~ MIL-46010A,
d extreme enviromnem 300F 750F. bonded solid
f t m h b r i c a n t M I L L 81329ASG.
A partial list of some of the commerciN oroducts safisfyin~
these specifications is given in Table 14. There are~ of course
i numerous other products which, whilst not satisfying the
specifications in one or more respects, may nevertheless
be quite suitable for particular applications.
-
App]ica tfon
% The most effective method of application of bonded solid
d~
im lubricant coatings is by spraying on to a carefully
.w
d cleaned and roughened metal substrate. For small nurabers
of components, brushing or dipping is sometimes used_
but it is then much more difficult to control film thickness
and quality to the required standard. Even spraying is
best carried out, if possible, on an automated or semi-
automated basis to ensure consistency. In addition ~o
cleaNng of the substrate, various types of pre-~reatment
can also be "used to enhance the wear-life of bonded coat-
ings, and some of these are ~isted in Table i3. The mos~
0-25 0.5 O'75 !.0 ~'25 1.5 I 75 knportant facet of surface pre~reatment is roughening ~e
Substrate roughr~ess {gin de) increase the~egree of mechanical 'keying' of ~ie N m to
the surface. Fig 21 shows how roughening produced by
Ficj 21 Life-surface roughness relationships for Falex tests grit-blasting is more effective than grinding to the same
on one particular bonded sblid film lubricant {from Peterson numerical cla roughness. Wet git-hlasting is also more
and Finkin 6 ) effective than dry. The essential feature reG;aired in ~ e

238 T R I B O L O G Y December 1973


Table 14 Partial list of some commercial solid lubricant coating formulations satisfying US specifications
(From Peterson and Finkin 8)

M! L-L-8132q
MI L-L-8937A MIL-23398B MIL-L-46010 (A) (ASG)

Acheson Colloids, Dag 254 Electrofitm, Lubri-Bond A Dow ('orning 3400A Dow Corning,
Molykote X1 5
Dow Coming, Molykote X106 Hohman, Surfkote A1625 Everlube, Ecolube 642
Electrofihn, Lub-Lok 5306 Lubrifthn, 600A Fel-Pro C651 A
Everlube 620 Electrofihn, Lub-Lok 2109
Fel-Pro (%40 Lubrifihn LF710A
Hohman, Surfkote M1284 Sandstrom 9A
Lubrifihn, LF700

Table15 Effect of coating different parts in Falextests a variant thereof (LFW 1, one block; Macmillan, one block;
with a bonded MoS 2 coating to MIL-L-8937 '.tohman, two blocks, Dual Rub Shoe, two blocks).
(From McCain 9) Both of these tests are used to obtain wear-lives during
continuous running, or load-carrying-capacity by increas-
Wear life ing the load in stages as shown previously (Fig 4) When
Coating applied to (min) time and opportunity permit, these accelerated tests are
supplemented by plain bearing assessments, either with
V-blocks only 10 continuous rotation or more usually, with oscillatory
Pin only 958 motion, see Fig 23c. In all three tests it is usual to coat
Pin and V-blocks 965 both of the rubbing surfaces with solid film lubricant, but
the layer on the rotating surface is by far the most critical
as is shown in Table 15 for Falex tests. Similar experiments
with plain bearings have shown that coating of the staaft
roughening process is the production of as uniform a distri- surface is responsible for about two-thirds of the wear-life
bution of surface depressions as possible, see Fig 22a. and coating of the bush for about one-third. A major
Techniques other than grit-blasting either give anisotropic difficulty with all testing of solid film lubricants, both
topographies, non-uniform depths of depressions, or both, in accelerated or service conditions, is lack of reproducibi-
see Figs 22b and c. Further improvements in wear-life lity of wear-life. Even under very carefully controlled
can usually be obtained by phosphating of steel surfaces, conditions a scatter of +-50% is common for Falex tests
as shown in Fig 21, but in practice the advantages may and for Timken-type tests the scatter is even worse,
not always be considered to be sufficiently great to justify -+100%. Fig 24 illustrates the variations observed in the
the additional processing cost. In addition, phosphate wear-life of one particular film between different labora-
coatings break down thermally above about 300C, and tories using identical testing conditions and apparatus.
are therefore unsuitable for use with the higher temperature
lubricant formulations.
After spraying, the coating should be carefully examined
to check uniformity and then cured for a time and tempera-
ture appropriate to the binder; these values are usually
specified by the manufacturer. The coating thickness may a G r i t - blasted
be estimated by weighing or, on steel surfaces, measured
with a magnetic gauge. The thickness normally recom-
mended is from 7 17/am, and the solid content of tire
lubricant-resin dispersion is, in fact, often adjusted to give Across grinding marks
fihn thicknesses of this order during a single spraying
operation. Thicker coatings (up to about 50/am) may
sometimes give improved life in low stress conditions and Along grinding marks
for these it is preferable to build-up the coating gradually b Ground
from successive spraying/curing cycles.
Testing
The development of solid film lubricant formulations has
been, and still is largely an empirical process in which C Randomly abraded
friction and wear testing plays the dominant role. Because
the possible combinations of materials are numerous, tests
are frequently made in apparatus specifically designed
to produce data in short time intervals. Fig 23 shows two Fig 22 Profiles of mild steel surfaces prepared in different
of the most common tests; the Falex, and the Timken, or ways to a roughness of 0.5--0.62/am cla ~ X 5000 4+ X 100

TRIBOLOGY December 1973 239


lutions. The wear rate then decreases to an extremely iow
value, sometimes virtually to zero, as a consequence of
sintering of the particles together ~ d the formation of a
smooth, c~stallographicaliy orientated surface layer~
Load
Failure ultimately occurs either as a resui~ of continuous
wear down to the substrate or to the gradual build-up o f
compressive stresses within the coating leading ~o 'bl~ster-
a Faiex ing' and a loss o f adhesion to the substrate, i n practice It
is oRen difficult, if not impossible, to differentiate between
Lood these ~wo failure modes. Although the wear-life o f a
bonded coating thus comprises two par~s, there is little
or no information available about the effect of the condi-
tions of sliding on each part separately. It is consequently
Load difficult to apply the concept of a specific wear rate to
C Oscillating plain b(lrirEj solid fitm lubricants except as a mean value over the whole
b Timken -type
wear-life. WbJtst such values lack precision, they may never-
theless be useful for preliminary design purposes, and
Tabie t 6 shows estimates for several types of solid f~.m
Fi~ 23 Tests for bonded solid film lubricants lubricants based on accelerated tests, tt m a y be noted
Falex that these mean wear-rates are not, in general, partic~Aarly
V-blocks: free-cutting stee~, 250 VPN 12.7 mm diameter iow in comparison ro the steady-state wear-rates of fitled
10 mm long, 91 angle. ptfe's (Table 5) and some carbons (Fig 17).
Pin: Ni-Cr steel, 150 VPN 6.35 mm diameter, 31.8 mm long Both the wear tile and the coefficient o f friction of
Typical operating conditions: V = 290 rev/min (~0.1 m/s), bonded coatings are svrongly affected by the conditions
W=upto13MN of sliding. The general trends are shown in Fig 25, and
T~mken-type it can be seen that some parameters produce opposing
Ring: C-Cr steel, 750 VPN 35 mm diameter, 8.9 mm long effects on friction and on wear F o r example, h e a ~ loads
Block: Mo-steel, 620 VPN 15.4 mm X6.35 mm X 10 mm and !ow fi!m thicknesses reduce the coefficient of fr/ction,
TvpicN operating conditions: V = 72 rev/min (~0.13 m/s}, but they also tend ~o reduce the wear life. The magnitude
W=3MN of "the coefficient o f friction obviously depends on the
Oscillating plain bearing particular coating formulation used and the conditions
Shaft: Cr-ptated Mo steel, 1000 VPN 15.8 mm diameter of sliding. Values as iow as 0.03 are not u n c o m m o n for
Bush: C-Cr steel, 750 VPN 22 mm od 16 mm wide, 0.1 mm MoS2 f:flms o f the order o f 5 g m thick a{ heavy loads m
clearance conditions o f nominal point or !ine contact. With decreas=
Typical Operating conditions: 64 arc, 10 cycles/rain, ing load, increasing Film thickness, or an increase Ln_the
W = 70 MN apparent area of the surfaces towards a conforming geo-
metry, the coe~]cient of friction m a y rise to values of ~ e
Because each type of test uses a different geometrical order of 0.15 0.2. It is often observed that the coefficient
sliding arrangement as welt as different loads and speeds, of friction o f MoS2 films also tends to decrease with
it is obvious that there is unlikely to be any correlation increasing time of sliding, ~ypically by factors of abo~t
o f weardives when these are expressed in terms o f time or 1.5 2. This is partly attributable to the reduction of
distance o f sliding. However, a reasonable correlation fitrn thickness which occurs during the early stages o f
has been shown to exist if the life o f the coating is sliding, together with the development o f a preferred
expressed in terms of the number o f cycles o f compression/ orientation o f the crystallites, and partly to an increase
flexure to which each element of the film has been sub- in surface temperature which leads to loss of physicaily
jected 9. [n a Timken-type test with a coated ring, there adsorbed water vapour and a weakening of the [nterparticie
is one such cycle per revolution o f the ring, whereas in bonds
the Falex test there are 4 cycles/revolution. There are
complications involved in extending this concept to the
x
q
case of oscillating plain bearings because in these condi-
tions the load m a y never be removed from part of the
coated shaft. In these situations o f conforming geometry,
R
u
i
there is also some evidence to suggest that wear-life is
lower than with nominal point or line contact geometries.
The reduced life has been attributed to the fact that debris
cannot readily escape from the contact areas, and this e me~ me
- em
explanation appears to be confirmed by the observation I; .,".:o : .... ooo ] U
that the wear-life increases if grooves or depressions are
provided in one or both of the sliding surfaces. fi
O v
t
F r i c t i o n a n d wear I 3 5 7 9 Im i3 A C E G ~ K
Wear volume-time relationships for b o n d e d solid film Different laborGtori~s
Fdex LFW-~
lubricants are generally o f the type already shown in Fig t 1.
In the early stages o f sliding, loose material is rapidly Fig 24 Reproducibility of wear Hfe of one bonded solid
removed and the film is consolidated, the thickness being film lubricant in two tests in different laboratories {from
reduced b y as m u c h as 50% in the first few hundred revo- McCain 9)

240 T R I B O L O G Y December 1973


Table 16 Order of magnitude values of the mean specific wear rate for various types of MoS 2 bonded coatings at 20C
(From Finkin 1)

Mean specific
wear rate
Coating (mm3/N m)

Ceramic bonded oxides 10 4


MoS 2 ceramic bonded (no metals) 10-5
MoS2 thermosetting resin binders (except polyimide) 10-5
MoS2- Sb203 - polyimide binders 10 6
MoS2 graphite - sodium silicate binders (above 200C) 10-6
MoS2 - graphite - metals - ceramic/glass binders 10 7

The effects of substrate hardness on the wear life of


solid film lubricants are conflicting, but do not, in general, Increase
appear to be very great. Softer substrate metals have the
advantage that the film may sometimes be able to repair Mo substrotes
itself following a localized penetration, and failure is not
High speeds
then so abrupt as on the harder substrates. Greater effects
on the wear life of MoS2 coatings have been observed by Substrate pretreotments
changing the type of substrate metal from steel to molyb- Increased film thickness High humidities
denum, or a high molybdenum alloy such as TZM (Mo +
small proportions of Ti and Zr). The increase in life ob- I Friction
tained with Mo substrates is greatest in conditions of sliding I Wear
life coefficient
where the localized flash temperatures become sufficiently
high (>1000C) to dissociate the MoS 2 thermally. Sulphur Heavy loads Heavy loads
may then react with the Mo to reform a lubricating film. High temperatures High substrate hardness
Summary High humidities Reduced film thickness
The main advantages of solid film lubricants for dry bearings, Rough counterfaces High temperatures
compared to polymer- and carbon-based materials are that: Abrasive contamination Line or point contracts
Fluid contamination
a it is possible to use very high loadings, up to the yield
stress of the substrate metal,
Decrease
b high speeds can be tolerated because the films are com-
paratively thin and of thermal conductivity comparable
to that of steels,
c formulations are available for use at temperatures up Fig 25 Factors affecting the wear life of bonded solid film
to 1000C (CaF2/BaF 2 eutectic coatings) lubricants
d very stiff bearing assemblies can be obtained by using
thin films, and little or no back-lash is introduced as Little or no mention has been made of the various high-
a result of wear, temperature solid film lubricants in Table 13. Apart from
e coatings are able to provide the lowest coefficients of formulations using MoS 2 sodium silicate (Molykote
friction of any sliding dry-bearing system, except X15) and glass-bonded 1~oS2 (Vitrolube), these are not
perhaps those based on ptfe fibre at heavy loads and generally available commercially and their use for any given
low speeds. application normally involves a development and test
Against these advantages must be offset the facts that: programme by the user.
Pecause of the major part played by processing in the
a the prediction of the wear life of a coating is only performance of solid film lubricants, there is a growing
possible in order of magnitude terms and tests are trend towards custom-coating of parts by specialized
virtually mandatory, processors. Most coatings can be obtained in this way,
b the performance of the great majority of coatings is sometimes from the manufacturer of the coating itself.
extremely sensitive to fluid contamination during There are also a number of specialized coating treatments
operation, leading to greatly reduced life, which are only available on a custom-coating basis.
c careful attention to detail is essential at all stages during These include aluminium or titanium alloys with anodized
processing, and in particular all forms of fluid contamina- surfaces impregnated with ptfe ('Canadizing' "Tufram')
tion must be avoided, and coatings of MoS2, graphite etc, produced by particle
d even with die processing conditions optimized it is impingement, electrostatic spraying or sputtering. At
not usually possible to prepare coatings with wear lives the present time there is insufficient data available on these
reproducible to better than +50%, specialized coatings to evaluate their performance generally
e the ultimate failure of solid film lubricants at heavy in comparison to the more conventional resin-bonded
loads may be rapid and catastrophic, leading to seizure. types.

TRIBOLOGY December 1973 241


TaMe 17 Some commercially availabfe composites of metals-!ametlar solid ~ubricants

Material [steaded. application Tra de name/S~pp~iez

Ag-ptfe Small bearings vacuum, electrical contacts Polymer AG~ Polypenco


Ag-NbSe 2
Ag-Cu-MoS2 ~ Slfding electricalcontacts )
Ag-ptfe-NbSe 2 I Self-lubricating Berne!
Self-lubricating bearing cages
Ag-WSe 2 alloys
Ni.WS 2 a
High temperature bearings
Ni-CaF 2 l
Ag-WS2-polyi~Jde Self-lubricating bearing cages vacuum Feuralons
Metats-polyimide-lameliar solids High toad bearings vacuum Feuralloys
Ta-MoS2 Self-lubricating bearing cages - high temperature 1 Molalioys, P~re Carbon Co,
Ta-Mo-MoS 2 High !oad beatings
Ni-NiO-CaF 2 High temperature bearir~gs ,TX4organiteo553
Bronzes 1
ken - Graphite General applications. Moderate ~emperamre Deva Metals
Ni
Bronze-soIid lubricant inserts General applications, particularly at heavy loads Lubrite, Fraaerlube
Bronze-MoS2 1 Sinite
Bronze-ptfe-MoS2 Self-lubricating retainers Sinitex
Ag-porous carbon Grapha!loy

Metat-soJid lubricant mixtures materials over plain carbon/graphites and carbon/graphites


As an Nternative to preformed solid lubricant Nms on containing small proportions of metal are a grea~er resist.-
metals, numerous attempts have been made to incorporate ance to impact and shock-ioadings, and a higher load
the solid lubricant within the structure of the bearing carrying capacity of !5 35 MN/m 2 for the bronze-
metal itself to provide lubrication continuously. One of graphites The specific wear rates, however~ are somewhat
the earliest ways of achieving t_his was to machine grooves greater than those of carbon/grapNtes and are typically
or holes into conventional bearing altoys and frill the in the range10 5 t0 4 m m 3 / N m .
recesses with a solid lubricant originally based on graphite. Numerous types of other metai-lm~etlar solid rmxtures
Bearings of this type have now been available for many have been developed for particular applicationso mostly
years, eg 'Lubrite' and Franertube', and have become m aerospace, and some of those which have reached com-
increasingly sop~sticated with a wide range of different mercial exploitation are listed in Table 17 tn connection
alloys and types of lubricants. Unfortunately details with all these materials, it is worth making the genersJ
of the various lubricants are not divulged by the manufac- point that lubrication is provided v/a the development of
turers. P V factors range from 0.5 MN/m 2 X m/s for a transfer N m of the so!id lubricant o~ the counier-~ace
continuous operation to about 3 MN/m 2 X m/s for low surface. Transfer of lameHar solids is an inefficiei~t process
speed, intermittent service. The maximum speed is about and. in general, a considerable excess of wear debris _~.s
2.5 m/s. In contrast to all the materials so far discussed required to form a sufficiently coherent fi!m to reduce
it is claimed that optimum performance is obtained with friction and wear. There is consequently a tendency for
rough shafts of the order of 1.5 3 #mcta. Recommended the wear rate to correlate inversely with the soefficient
clearances are 2 #m/mrn with a minimum of 75 #m and of friction, and this is illustrated in Fig 26 for a number
are thus very similar to those for carbon/graphite bearings of materials for which the larnei!ar so!id is a minor constb
The coefficient of friction decreases with increasing load men~. Ptfe, however, transfers readily to rnetals and no~
from about 0.15-0.05. There is no information available oNy functions as a lubricant in Rs own right but may
on wear. also facilitate transfer of any lamellar solid present The
More recent developments have concentrated on the ~mproved performance of the metea-ptfe-lametlar solid
production of more uniform mixtures of metals and solid mixtures over those without ptfe may be noted V e ~
lubricants, and one product of this type, porous bronze/ recently, a group of composites has been developed based
ptfe/Pb, has already been described. Mixtures of metals on Ta-Mo-MoS2 and containing >5~o of MoS2, ie
and graphite are produced by powder-metallurgical tech- 'Molalloys'. These exhibit reasonably tow wear rates and
niques (Deva metals) and the graphite contents range coefficients of fliction, as shown in Fig 26. and are suitable
from 6-25% wt (~12 50% vot). Metal matrices include for operation a~. temperatures up to ~500C in air or
bronze, leaded bronze, brass, iron and nickel, the particular ~1000C in inert atmospheres or vacuum. Despite the higg~
choice being dictated by the temperature of operation, tn content of MoS2, the compressive strengths can be as higiq
general, the composite strengths tend to decrease with as 700 MN/m 2, but the tensile strengths are at least a factor
increasing graphite content, but the coefficients of friction of t0 lower, and the materials are relatively brittleo Similar
and wear rates also decrease. Friction coefficients of the assembly techniques are used to those already described
bronze-graphites during dry operation against steel are for carbon/graphites. FinNly, it may be noted that the
typically 0.15-0.3. The particular advantages of these specific wear rates of all the metai/lameltar solid mixtures

242 TR~BOLOGY December 1973


in Fig 26 are significantly greater than the porous bronze- 10-2 l\\ \
ptfe-Pb composite already described. Their main area of
application as bearings, therefore, lies at a temperature in
excess of that pemrissible for ptfe, ie above about 275C. --Cu-lamellar solids

Solid lubrication of rolling-element bearings \ \ O Mixtures of grephil


All discussion so far has been concerned with materials ~. Ag MO S2
for plain bearings where the coefficients of friction are of \ Cu WSe2
o 0 Ni & NbS2
the order of 0.05 or greater. In some applications, the Co MoSe 2
E" I O - 4 0 o\ F MoTe 2
magnitude of the coefficient of friction may be a critical Z ~q 71~ 0 0 Cu -Ni CoF2/Bal
parameter because of restrictions on the power available
or because of difficulties in heat dissipation. The use of ,.g \
rolling element bearings is then indicated. Such bearings o o\ \

are "also preferred for many instrument applications where iO-s ~ o


precise location of shafts may be critical. Conventional ~a
"- .. \ , '\\
graphite
rolling bearings operated without any fornr of lubrication
whatsoever exhibit relatively short lives as a result of "=- Bronze -
." . . . . \graphite o
retainer, ball and race wear. The problem of dry operation
U~lO-6 t ......." Ta_Mo_MoS2 \o~ o
thus becomes one of selecting the appropriate nrethod
of solid lubrication, and there are three possibilities: ~-,.\~.~ ~Metals -ptfe - \
lamellar solids \
\
continuous supply of solid lubricant powders (MoS>
graphite/CdO mixtures, phthalocyanine) in an inert 1(7-7
carrier gas
preformed fihns of lubricants on the surfaces of the Porous b r o n z e - p t f e -Pb
w o v e n p t f e f i b r e / g l a s s fibre
retainer, balls and races
self-lubricating retainers which provide lubrication by
transfer t~ the balls and/or races. iO-8
0.2 0-4 O.6 0.8 I.O 1.2
The first technique has so far been used only for feasibility Coefficient o f f r i c t i o n
studies on the lubrication o f high temperature bearings
and has not achieved commercial exploitation. Attention Fig 26 Relationship between wear rate and coefficient of
will therefore be concentrated on the remaining two friction for metal-lamellar solid composites sliding on metals
methods. II is extremely difficult to reach general conclu- (from various sources)
sions about the performance of solid lubricants in rolling
bearings. The problem is not simply one of the correct
choice of solid lubricant because design, type and materials
of the bearing itself play an equal or even more important
role in performance. It is widely accepted that the optimum ful vacuum lubricant was a thin electroplated lead coating
on the races. Lives in excess of 1010 cycles at 3000 rev/
lubricant/bearing combination for one application is seldom
rain were obtained with full-complement bearings and the
the same as for another, and in the space available here it is
only possible to outline a few of the combinations which addition of a retainer reduced the life somewhat, although
have shown promise in particular applications. the torque was "also reduced. The optimum retainer material
was a leaded bronze. Other soft metal fihns as lubricants
for rolling bearings in vacuum have also been examined
Solid films
(Ba, Ga, In, Sn, Ag and Au) and promising results are
All the types of bonded solid film coatings described
reported for Au and Ag in lightly loaded R2 bearings
earlier are potentially suitable for use in rolling element
(~3 mm bore) at 10000 rev/min t3. The deposition of
bearings. Because of the limited amounts of sliding involved,
these films, however appears to be more critical than
it is also possible to use thin films of lamellar solids pro-
for Pb; gold plated balls in conjunction with silver plated
duced by burnishing of dry powder, sputtering, or from
races are much more effective than the opposite arrange-
the conversion of Me coatings to MoS 2 in H2S. Most of ment.
the interest in solid lubricant coatings has arisen from
space applications where finite, and relatively short, bear- Self-lubricating retainers
ing lives can often be tolerated, provided that test pro- The solution most widely adopted for vacuum lubrication
grammes are able to establish these lives with a reasonable of rolling bearings is to use a self-lubricating retainer
degree of certainty. For vacuum use, MoS 2 is normally fabricated frona a composite of ptfe/MoS2/glass fibre
the preferred lubricant over other types of lamellar solids: (Duroid 5813, Bartemp). Bearings of this type are avail-
as nrentioned earlier, graphite is ineffective in these condi- able commercially in sizes up to 12.5 mm bore, together
tions. In one particular example, a life o f > 1 0 8 cycles with a limited amount of design data. Compared with
has been obtained for MoS2-Na2SiO 3 coatings on the retain- fluid-lubricated bearings, the ratio of the total dynamic
er and races of 440C stainless steel bearings of R4 size load to the total static load is very small and ranges from
(~(~.3 mm bore) o]~erating in a vacuum of l0 9 torr about 4% with 2.36 mm bore to about 0.3% with 12.5 mln
(133 10 9 N/nrZ) at light loads (~500 g) and low speeds bore. Within the recommended limits of maximum load
(~400 rev/min) 11. Other work with similar sized bearings (~2 kg for 12.5 mm bore), lives in excess of 109 revolu-
has shown, however, that the lives of various MoS 2 coatings tions have repeatedly been obtained in vacuum. Some
m vacuunr are very irreproducible. By far the most success- success has also been reported in extending the use of

T R I B O L O G Y December 1973 243


filled ptfe retainers to larger bearings ~4. Lives exceeding 10 000 rev/min. The second development is by Van Wyk
108 revolutions were obtained with 204 bearings (20 mm and co-workers ~s who have prepared a series of composites
bore) operating with radial loads of about 5 kg in a vacuum based on MoS2 with minor proportions of refractory
of 10- 5 tort at room temperature. The life decreased by metals, such as Ta or Mo. The compressive strengths are
a factor of about 10, however, when the temperature similar to those of the WSe2/Ga4n composites, but the
increased to 150C. tensile strengths are significant!y higher, which fac~ities
One difficulty which arises in attempting to collate the fabrication of retainers. Some form of metallic support
information on the performance of different lubricants for the larger sizes is still, however, desirab!e: One potential
in different bearings is the dependence on bearing design. application is for 'fail-safe' conditions in helicopter rotor
This has been demonstrated very forcibly in some recent bearings in the event of failure o f the main oit suFpiy.
work where the performance o f 6 different types of 204 The target life is 30 rain at 12 000 roy/rain with a
size bearings was compared in vacuum in the absence of radial load of 1350 kg, and conventional metalIic retainers
any form of lubrication ~s. The bearings involved different normatty ey&ibit lives of less than 5 rain. A retainer of
degrees of precision, different retainer materials and MoS 2-Ta-Mo, however, has given lives in excess of 60 rain,
designs, and different numbers of balls. The average lives and in the complete absence of oil, where transfer film
showed a variation of 400 000 to i, ranging from 3 rain formation can become more uniform,, lives of up to 22 ir
to 20 000 h, the most successful being the bearing with have been obtained.
highest precision, a greater number of balls than usual
for this size (11 c f 7) and a leaded-bronze retainer. This Summary
bearing also performed well in air without lubrication, An attempt to summarize the above data in rerms o f a tile-
although the life was a factor of 1 0 - 2 0 times lower than load reiationship is shown in Fig 28. The individual lines
in vacuum. refer to different sizes of bearings operating at different
speeds and represent the best result achieved with any one
Bearings with ptfe/MoS2/glass fibre retainers are also
particular system. For comparison, two lines are drawn for
effective in air over the temperature range - 185C to
the El0 Iives of conventional bearings lubricated by ~uids,
300C, provided that there is no condensation of vapours
and the difference in slope may be noted. Failure under
to interfere with the transfer process of ptfe to the balls
lubricated conditions results from fatigue o f the bails or
and races. A major area of application of these bearings
races and in these conditions iife is inversely proportional
is, in fact, at temperatures above !50C where the perform-
to the third power of the load. With self-lubricating bearings,
ance of miniature bearings lubricated by even the best
however, life is determined either by cage wear or by wear
synthetic high temperature fluid lubricants begins to
of the lubricating film, and ~o a first approximation, iife
deteriorate markedly. At 200C, the life of fluid-lubricated
is therefore inversely proport!onal ro load !t is a~so instruc-
miniature bearings seldom exceeds 108 cycles, whereas dry
tive to compare the life of self-lubricated rolling bearings
bearings with ptfe/MoS2/glass fibre cages wi!l give lives of
with that of a porous bronze/ptfe/Pb sliding bearingo Data
this order at 300C.
for the latter has been derived from Fig i2, assuming a
As an alternative to fabricating retainers from filled
speed of 1500 rev/min, and is shown by the dotted ?hqe
ptfe composites, and for operation at temperatures in Fig 28 The lives of roiling bearings with self-lubricating
exceeding 300C, metallic retainers can be made self- cages are clearly of the same order of magnitude as those
lubricating by suitable modifications, eg machining holes of the ptfe-based sliding bearing, and the roiling bearings
or grooves in critical areas, which are then filled with solid have the additional advantages of a hig~her limiting speed
lubricant. Some examples of the various designs which and temperature, and a lower coefficient: of friction. The
have been investigated are given in Fig 27. The most success- major factor Precluding the more widespread use of self-
ful appears to have cylindrical reservoirs in the ball-pockets lubricating rolling bearings a~ present is the cost.
together with rectangular reservoirs on the inner surface
of the retainer and on the lands of the inner race. MoS2-
graphite-sodium silicate has been the solid lubricant formu-
lation most widely used with these designs and some results
obtained with 204 size bearings at 400C are shown in
Table 18 Effect of retainer material and position of soiid
Table 18. The improvements obtained by providing lubri-
lubricant reservoirs
cation in the lands as well as in the bali-pockets are clearly
(Lubricant 71% weight MoS2, 7 % weight graphite,
evident, and it may also be noted that molybdenum is
22 % weig,~t Na2SiO 3. Tool steel (M10) balls and races,
the rnost effective retainer material.
t 0 0 0 0 rev/min, 400C, Radial load = 1.4 kg, Thrust load
In connection with the solid lubrication of relatively 2.3 kg)
large ball or roller bearings at high temperature, two recent {From Devine et at/%
developments in retainer materials are worth noting. Boes
and co-workers iv have produced a series of self-lubricating Life(h~
composites in which the lamellar sotid hibricant VTSe2 is
bonded together with a gallium-indium alloy. A typical Reservoirs Reservoirs in
composition is 80% wt WSe2 and 20% Ga-In (75/25), in cage cage ane
with a compressive strength of ~15 MN/m 3. Because the Retainer material only lands
tensile strength is tow, the most satisfactory design of
retainer is one in which the composite is shielded by a Fe-Si-bronze 25 ! 50
metal of similar coefficient of thermal expansion, such Tt Tool steel ~W-Cr-V) 32 ~39
as titanium. With this retainer material, lives of up to 108 M10 Tool steei (Cr-Mo-V) 61 300
cycles have been obtained for 207 size bearings (35 mm Mo-0.5% Ti-0.08% Zr [ 07 ~~48
bore) at 420C &qd loads of 45 kg and speeds of

244 TRIBOLOGY December 1973


Fig 27 Reservoir designs and locations for self-lubricating retainers in rolling element bearings (from Devine et al, Ref 16)

TRIBOLOGY December 1973 245


Table 19 'Hard metals', and 'super a!~oys' suitabie for nigh
Leed film~
m}
R416-3mm) 207 (35ram) IolO tern perature bearings

tO 4
MOS -Te-MO lub icat ea i g Limiting
IX'o',;;~lass
:~';~ ,,~;,o,
X
, r:-- ,oo= Material :emperature
I,;ooI~o,,:'\ ~
II09_
Mo alloys (TZM)
e0 Mo t o o l steels 500C
w $2 -G~ - I n Nitrided steels
[42OOC)
p t f - MoS2-gless
I~8 HastetIoy C
iTs= , 50<} -.....
X Iolr)
(57% NL 17% Mo, 16% Cr, 5%Fe TMn,
=107
Si, C)
750C
Io lo2
Lood,IN)
~1~3 184
Stetlite d
Stellite Star J
(43% Co, 32% Cr, 17% W, 3% Fe, +Ni, C.
Fig 28 Life-load relationships for rolling element bearings
w i t h solid lubricant films or retainers (from various
Mn. Si)

[ncone! X
sources)
(73% Ni, ! 5% Cr, 7% Fe, 2% Ti + Mm Si.
High temperature materials Nb,0
Stellite ] 9 850C
The choice of bearing materials for operation at temperatures
in excess of 500C is somewhat restricted and it is usually Rend 4!
necessary to compromise on the conflicting requirements (55% Ni, t9% Cr, 10% Co, t0% No, 3% Ti
of low friction and low wear. Many hard metals, and super- + At, Fe. Si, Mn, C, B)
altoys exhibit wear rates which tend to d rcrease with increas-
ing temperature as a result of reaction with the environment
and the formation of protective oxide layers: however, the
coefficients of friction of these iayers seldom fall below widely used compositions are shown m Table 20. The
about 0.2-0.3. Some materials which have been used for advantages of cermets (metal-bonded ceramics) over cera-
high temperature bearings are listed in Table t9, together mics alone are increased toughness, ductility and resistance
with an estimate of their limiting temperature. The latter to shock loads. However, with increasing metai content
arises partly as a result of increasing oxidation and loss of the overatl hardness decreases and the wear rate tends to
material during sliding from this cause, and partly because increase, as shown in Fig 29a for tungsten carbide-cobalt
of loss of strength and elastic modulus. For temperatures mixtures. The two cermets containing A1203 have been
in excess of about 800C, or for applications at very high found parficu!arly suitable for high temperature bearing
speeds of sliding where the localized flash-temperatures applications: LTIB 19% A1203.59% Cr, 20% No and
are sufficiently high to me!t most metals, a variety of 2% TiO2; LT2 --- 15% A1203. 60% W and 25% Cr
ceramics and cermets are available. Some of the more There are few general guide lines from which to predict

--.~ZE
I0-'~
I Z IO-S[

E
0 0
~9
0 E?

t_

IO~L- OI
u
u
u
u
a_ IO-~ o_
U3
uO i0_71 0 lC

I I I I R - - o-81 !O2 03
4 8 12 16 20 24
8 O/o C o b a l t b L o a d tNi

Fig 29 a Variation of wear rate w i t h cobalt content for


tungsten carbide-cobalt m ixtu res sliding on hard 18% W tool b Variation of wear rate w i t h toad for tunsten carbide/12%
steel. W = l O 0 - 5 0 0 N , V=O.2-3.2m/s cobalt sliding on tself. V = 0,7 2,6 m/s

246 T R I B O L O G Y December t 9 7 3
Table 20 Types and properties of some ceramics and cermets

Ceramics Cermets Coatings

a-A12 3 A1203 + TiO2


TiC I Ni
Co
B4C Cr3C2 + Mo Cr2C 3 + Ni/Cr/Co
SiC WC Cr WC + Ni/Fe/Co/Cr

Si3N4 A1203 Cr -- Mo
ZrO 2 (MgO-stabilized) A1203 W Cr Cr203 + Cr/A1203
Ni NiO

Typical properties

Thermal
Thermal stress
UTS E diffusivity* resistance
Materials (MN/m 2) (GN/m 2) (10 4 m2/s) factor]" (C)

a-Al20 3 240 360 0.08 60


B4C 240 450 0.3 100
Si3N 4 SiC 170 70 0.1 50
LTIB (19% A1203, 59% Cr, 20% Mo) 280 260 0.1 150
K162B (64% TiC, 25% Ni, 5% Mo} 800 380 0.15 250
Graphite 20 8 1 >1000

* Thermal diffusivity = thermal conductivity/density x specific heat


t l'hermat stress resistance factor = o(1 v)/o.E.

IO -~

the wear of ceramics and cermets from a knowledge of


their properties and composition. One major difficulty
is the marked dependence of properties on minor changes
ira composition or in methods of manufacture. The wear
process at high speeds has been attributed to thermal
fatigue on an asperity scale due to repeated cycles of
c C' O
localized heating and cooling. This concept is supported E
by tile fact that there appears to be a significant correla- O O O
E
=L
tion between the wear rate and a thermal stress resistance O

factor, as shown in Fig 30. The scatter is too great, how- -6


IO o o o
ever, for the results to be of much value for design or E o o o
prediction purposes. It may be noted from Table 20 that i-
0 0 0 0
graphite has by l;ar the, highest themral stress resistance o_

factor of any material. Its use for high temperature or i O oO O


high speed bearings is limited, however, by oxidation above
about 5000( ` and by the fact that adhesive wear and high
o
o
friction become important in the absence of condensable
vapours for adsorption. o o

Various techniques for producing ceramic and cermet


coatings up to 0.5 nrm thick on metal substrates offer a O o
convenient way of utilizing the wear resistance of these IO
materials with a minimum of processing cost. Plasma
O O O O
spraying is the most widely used of these techniques but
more recent developments include impingement coatings I I I I
from a detonation gun ('Linde flame plating') and electro- I O -I I IO IO 2

lyric co-deposition from an electrolyte containing ceramic Wear rote {t~m/min) - theoreticol, derived
particles ('Tribomet coatings'). The advantages o f ' f l a m e from W = 1,5 p.R -p25 D -O'75
plating" are an improved adhesion to the substrate metal Fig 30 C o r r e l a t i o n of the wear rates o f ceramics and
and a lower porosity, whereas the advantage of electrolytic cermets at high speeds w i t h an empirical r e l a t i o n s h i p involv-
co-deposition lies in its ability to coat small internal surfaces ing their thermal and mechanical properties ( f r o m Sibley
inaccessible by any olher technique. In each case the and A l l e n 6 }

TRIBOLOGY D e c e m b e r 1973 247


Z + Z @ 6 8 ~0 - ~
~ ] I 9
Spc.ific wcee
0"~
F=% ( ~ m ' / N t ~ )
LWt
Coatin9~ 0o~
QgainsC LWI N30
themselves LC4
540oC .?_~
LCRH

LA2 O,Z7

LW5 0.~I
Coatinqs
LClC O.l@
against
~hcmselv~ Lr.,5 - - O.ZZ
7~0oC
LA7 0.@ - 0 . 7

LCC;A 0.2.

LCIC 0"f9
C o ~ i ncjs LW 5 __ 0'~9
Qgainst
Haynes c111oy LA7 ~ O-Z3
Z5 LC5
?(~OOC
LAZ 0-17

i At. -tO0 c C o e f f i c i e n t of frictJom

Composition and properties of coatings

Bond
Elastic Expansion strength to
Hardness T max modulus coefficient substrate
VPN (C) (GN/m 2) ( t 0 -6 C-1) (MN!m2)

LW1 WC - 9% Co 1300 540 218 8.1 !75


LW1N30 W C - 13%Co 1150 540 218 8.1 !75
LC4 Cr203 1300 540 84
LC9H Cr203 2O% Cr (heat-treated) 870
LA2 A1203 i !00 000 85 6.8 70
LW5 WC 5%Ni 1075 760 56 8.3 140
LC1C Cr2C 3 - 15% Ni-Cr 800 000 127 - ~25
LC5 Cr203 20% A1203 925 870 56 - 70
LA7 A1203 40% Ti 02 950 700 77 - 63
LC9A Cr203 40% Cr 870

Apart from the coatings themselves, other suitable counterfaces are:


Haynes alloy 25; 20% Cr, 15% W, 10% Ni, 3% Fe-Co, 1 5% Mn, 0.1% C
Hardened stainless steels (EN 59, 440 C)
Haynes LT-1B; 19% A1203, 59%, Cr, 20% Mo, 2% TiO2
TiC cermets (K161, 162 and 163)
and for light loads, carbon/graphites
Thrust bearing tests, P = 3.5 MN/m 2, V = 0.05 m]s,
surfaces ground and lapped to 0.025 0.05 #m cla
Fult fines - rotating member, dotted lines stationary member
(Data from Union Carbide 2)

Fig 31 Specific wear rates and friction of various ceramic and cermet coatings at high temperatures

248 TRIBOLOGY December 1973


properties of a coating depend at least as much on the expected in conditions o f relatively high stress at 500C.
processing conditions as on its nominal composition. In addition to their use for high temperature plain
Generalizations about specific types of materials are there- bearings, some hard metals and cermets are suitable for
fore very difficult to make; each coating is unique. rolling element bearings and gas bearings. The main advan-
The friction and wear properties of a series of ceramic tages for these applications are a high hot-hardness and
and cermet coatings from one particular manufacturer dimensional stability. Fig 32 shows how the load-carrying
are shown in Fig 31, based on thrust washer tests. The capacity of some materials fabricated into rolling element
most suitable mating surface is usually another coating of bearings varies with temperature in comparison to a stand-
either the same or a similar composition, but where this ard carbon steel bearing. The temperature limit is largely
is not possible hardened stainless steels may be satisfactory. the result of thermal softening. For even higher tempera-
The wear process of ceramics and cermets often exhibits tures, ~1100C, rolling bearings have been fabricated from
discontinuities analogous to the transitions between mild sintered a-A1203 and ZrO2. The difficulty with most
and severe wear found with many metals, and an example ceramic or cermet rolling elements, however, is their
is shown in Fig 29b. Above the critical load, the localized tendency to failure by chipping under the high stress con-
stresses within the cermet are sufficiently high to cause fail- centrations at the ball-race contacts. ZrO2 is reported to
ure of the ceramic-matrix bond, and the size of the wear be less prone to this defect than At203, possibly because
debris is therefore comparable to the size of the ceramic its lower elastic modulus may help to relieve the contact
particles in the composite. In escaping from within tile stress via elastic deformation. The lives of all these bear-
contact zone these particles cause further stress concentra- ings tend to be very short, however, unless some form of
tions and damage leading to roughened surfaces which solid lubrication is provided, either by coatings or by self-
help to maintain high stresses and a high rate of wear. lubricating retainers as discussed earlier.
On the other hand at light loads, and with surfaces which
Conclusions
are initially smooth, the wear process is one of gradual
attrition of the ceramic particles rather than complete Despite the very large number of dry bearing materials
detachment. The surfaces then remain relatively smooth, discussed in this survey, the choice of the most suitable
the localized stresses are low, and the wear rate, in turn. material type for a particular bearing application is usually
also remains low. It follows that the avoidance of localized not too difficult. As already mentioned, prediction of the
stress concentrations is a major requirement in maintaining wear rates to be expected often gives rise to most
low wear of ceramics and cermets, and for this reason, the uncertainty, and it is therefore useful to condense in a
initial surface finish should always be as smooth as possible. single chart all the data on specific wear rates given earlier.
In obtaining these smooth surfaces, however, care must Fig 33 shows this summary. Once again, it must be strongly
be taken to ensure that the finishing process itself does not emphasized that the specific wear rate cannot be regarded
introduce surface or sub-surface defects which weaken the as a unique material property because its value will depend
bonding of the ceramic particles. The wear resistance on the particular conditions of sliding involved. No precise
of many ceramics and cennets can be ruined irretrievably predictions are therefore possible, and tests under service
by excessively severe grinding operations. Taking into conditions, or close laboratory simulations thereof, should
account all the complicating factors discussed above, it is always be made wherever feasible.
clear that attempts to generalize the specific wear rates If the only major material requirement for a bearing
of all the different hard metals, ceramics and cermets are application were a low rate of wear, the choice of material
fraught with even more uncertainty than for other materials. would be obvious from Fig 33. However, this is seldom
However, Table 21 shows tile orders of magnitude to be the case because numerous other factors are normally
involved. By identifying these factors separately, it is
possible to draw up short lists of the most suitable types
of materials and from comparison of these lists, the appro-
-
priate compromise choice can then be made. A selection
chart o f this type is given in Table 22. Within a given group
of materials, the final choice can be more difficult because
~oo

u 80

o_ i -Mo)
6o Table 21 Order of magnitude of the specific wear rates
for various high temperature materials sliding against them-
selves at 500C. Based on pin/disc type tests
40
u Specific
I io/~ r- ~.~, \ ~A~ \ cast wear rate
2o ......... \'~st~'~' N stellit
Material (mm3/N m)
O

o
\ \
3-
Ceramics (A1203, ZrO2, SiC) 10 3 10--5
2dO 400 6dO 8bO I000 Nickel-base alloys 10 3 10 5
Temperature (C)
Tool steels 10 4 10 5
Co-base alloys 10 5 10.-6
Cermets (WC-Co, TiC-Ni-Mo;
Fig 32 Limiting load capacity of various rolling-element Cr3C2-Ni-Cr; A1203-Cr-Mo) 10-5 10-7
bearing materials at high temperatures (from Glaeser 21 )

T R I B O L O G Y December 1973 249


Table 22 Selection of bearing materials for various conditions

Operating requirement Decreasing suitability


>

Low wear/long life 5 3 6 7 do


Low friction 11 9 5 3 J
High temperatures 10 9 11 ? g
Low temperatures 3 tt 9 4
High loads 9 10 6 5
High speeds 11 9 8 5 ~'
High'stiffness 11 9 5 4 5
Dimensional stability 10 11 9 7 g
Compatibility with fluid lubricants 7 10 4 8 2
Corrosive environments 10 7 3 4 2
Compatibility with abrasives 1 3 2 4 <
Tolerance to soft counter-faces 1 9 2 3 /~
Compatibility with radiation 7 4 9 10 2
Space/vacuum 11 9 4 3 2
Minimum cost 1 2 3 4

KEY
1 Unfilled thermoplastics 7 Carbons-graphites
2 Filled/reinforced thermoplastics 8 Metal-grap.hite mixtures
3 Filled/reinforced ptfe 9 Solid film lubricants
4 Filled/reinforced thermosetting resins 10 Ceramics, cermets, hard metats
5 Ptfe impregnated porous metals 11 Rolling bearings with self-lubricating cages
6 Woven ptfe/glass fibre

the detailed properties o f individual materials are either Midland, Michigan, and Fig 27 by the American Society
not always k n o w n or are not available to the user. This of Lubrication Engineers. This paper is Crown Copyright
situation applies particularly to carbons-graphites, ceramic- and is reproduced b y permission o f the Controller, Her
cermet coatings, and some o f the recently developed polymer- .Majesty's Stationery Office.
metalhamellar solid composites. In such cases, final selec-
tion is often possible on the basis of past experience in
similar applications, and most manufacturers o f dry bearings
and materials are able to provide information of this type. Further reading
The follovAng short ~ist of review papers and book chap ~ers maybe
Acknowledgements helpful in providing further detaited information on some of the
A number o f figures have been redrafted from published materia!s described in this survey.
data and in each such case, the original source is quoted.
Figs 3 and 27, however, are direct reproductions by kind Polymer-based materials
Pratt, G. C. , 'Plastic-basedbearings', Lubrication and Lubricm-~ts,
permission o f the copyright holders; Fig 3 by Dow Coming, edited by E. R. Braithwaite, Elsevier. Amsterdam (1967)
Lancaster J. K., 'Friction and wear (of polymers)', Polymer Science:
edited by A. D. Jenkins, North Holland Publishing Co, Amsterdam
(1972)
Carbons and graphites
Mild steel
Metals - lametlar
Badami D. V. and Wiggs, P. K. C. 'Friction and wear (of carbons
solid l u b r i c a n t s and graphites)*, Modem Aspects of Graphite Technology, edited by
I
Ceramics L. C. F. Btaekman, Academic Press~ London (1970)
ptfe
Unfilled t h e r m o p l a s t i c s
Reinforced t h e r m o s e t s
Solid lubricants
+ SOlid l u b r i c a n t s
F i l l e d and reinforced
CampbeU, M. E., Loser, J: B. and Sneegas, E. "Solid Lubricants'.
t hermopIostk:s
Metais-lamlfor solids-ptfe
NASA SP 5059 (1966)
B o n d e d solid film ~bricants I- 1 Benzing, R. J. 'Solid lubricants', Modem Material~ Vol 5, edited
C a r b o n s - gcaphites
by B. W. Gonser and H. H. Hausner, Academic Press, London
Cermets k "I (1964)
Filled p t f
POROUS b r o n z e - P b - p t fe
High temperature materials"
woven p t f /91ass f i b r e
I t I I I I Amatean, M. F. and Glaeser, W. A. 'Survey of materials for high
IO-8 IO-7 [O-6 IO-5 $O-4 IO-S I0-2
Against t hemselves
Specific wear rate ( mmS/Nm )
temperature bea6:ng and sliding applications', Wear, Vol 7, (1964)
p 385
Peterson, M. B. 'High temperature lubrication', Proceedings of the
Fig 33 Order of, magnitude values of wear rates for various [ntemationN Symposium on Lubrication and Wear, edited by
groups of materials during sliding against steel at room D. Muster and B. Sternlicht, McCutchan Publishing Corporation,
temperature Berkeley (1964)

250 TRIBOLOGY December 1973


General 10 Finkin, E. F. 'A wear equation for bonded solid lubricant
'Dry rubbing bearings - a guide to design and material selection', films: estimating film wear life', TransASME, JLub Tech,
Engineering Science Data Item 68018. lnstn mech Engrs, London Vol 92 (1970) p 274
(1968) 11 Kirkpatrick, D. L. and Young, W. C. 'Solid lubricants for
Lancaster, J. K. 'Composite self-lubricating bearing materials', instrument bearings', Proceedings of AFML-MR1 Conference
Proc Instn mech Engrs, Vol 182, Part 1 (2) (1967168) p 33 on Solid Lubricants. Kansas City, Mo (1969). AFML-TR-
Bisson, E. E. and Anderson, W. J. 'Advanced bearing technology', 70-127 (1970) p 407
NASA SP (1964) 12 Harris, C. L. and Warwick, M. J. 'Lubrication of bearings and
gears for operation in a space environment', Symposium on
Lubrication in Hostile Environments, London, lnstn mech
Engrs, Paper 6 (1969)
13 Flatley, T. W. 'High speed vacuum performance of miniature
ball bearings lubricated with combinations of Ba, Au and
References Ag films', NASA TN-D-2304 (1964)
l Jaeger, J. C. 'Moving sources of heat and the temperature at
14 Boes, D. J. 'Long term operation and practical limitations of
sliding contacts', Proc R Soc, NSW, Vol 76 (1942) p 203
dry, self-lubricated bearings from 1 x 10 - 5 torr to atmos-
2 Lancaster, J. K. 'Estimation of the limiting PV relationships pheric', Lubrication Engineering, Vol 19 (1963) p 137
for thermoplastic bearing materials', Tribology, Vol 4 (1971)
15 Mecklenburg, K. R. 'Selection of bearings for lubrication
p 82
research', Proceedings AFML-MR1 Conference on Solid
3 Willis, D. P., and O'Rourke, J. T. 'Evaluation of self- Lubricants, Kansas City, Mo (1969). AFML-TR-70-127,
lubricating bearing materials made from phenolic moulding 451 (1970
compounds', Plastics design and processing (April 1964) p 14 16 Devine, M. J., Cerini, J. P. and Stallings, L. 'Improving
4 'Polyimide laminate resins are setting a hot pace', The frictional behaviour with solid film lubricants', Metals Eng
Engineer (19 March 1970) p 41 Quarterly, Vol 7(2) (1967) p 33
5 Pratt, G. C. 'Plastic-based bearings', Lubrication and Lubri- 17 Boes, D. J., Cunningham, J. S. and Chasman, M. R. 'The
cants, edited by E. R. Braithwaite, Elsevier, Amsterdam solid lubrication of ball bearings under high speed - high
(1967) load conditions from - 2 2 5 F to +1000F ', Proceedings of
AFML-MRI Conference on Solid Lubricants, Kansas City,
6 'Dry rubbing bearings - a guide to design and materials Mo (1969). AFML-TR-70-127 (1970) p 257
selection', Engineering Sciences Data Item 68018. Inst mech
Engrs, London (1968) 18 van Wyk, J. 'MoS2 solid lubricant composites', Proceedings
of AFML-MR1 conference on Solid Lubricants, Kansas
7 Midgley, J. W., and Teer, G. D. 'An investigation of the
City, Mo (1969). AFML-TR-70-127 (1970) p 290
mechanism of the friction and wear of carbon', ASME Paper
62-Lub-15 (1962) 19 Sibley, L. A. and Allen, C. M. 'Friction and wear behaviour
of refractory materials at high sliding velocities and tem-
8 Peterson, M. B., and Finkin, E. F. 'Application of new and
peratures', Wear, Vol 5 (1962)p 312
improved solid lubricant materials and processes to naval
aircraft', MTI Report 71 TR 48 (1971) 20 'UCAR - metal and ceramic coatings: mating materials',
9 McCain, J. W. 'A theory and tester measurement correlation Union Carbide Coatings Service Booklet
about MoS 2 dry film lubricant wear', SAMPE Journal (Feb/ 21 Glaeser, W. A. 'High temperature bearing materials', Metals
Mar 1970) p 17 EngQuarterly, Vol 7 (2) (1967)p 53

TRIBOLOGY December 1973 251

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