Surface Analysis of Chain Joint Components After T
Surface Analysis of Chain Joint Components After T
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Surface Analysis of Chain Joint Components after Tribological Load and Usage
of Antiwear Additives
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Conference Paper
Surface Analysis of Chain Joint Components after Tribological
Load and Usage of Antiwear Additives
This Conference Paper is based on a presentation given by D. Sappok at “European Symposium on Friction, Wear, and Wear
Protection” held from 6 May 2014 to 8 May 2014 in Karlsruhe, Germany.
Copyright © 2015 D. Sappok et al. This is an open access article distributed under the Creative Commons Attribution License,
which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.
Wear in chain joints leads to an increased clearance and thus an elongation of the entire chain which determines the lifetime of the
chain. This particularly applies for chains that are used in timing chain drives. The aim of this study was to investigate especially the
influences of lubricant additives and a contamination with carbon black on the tribological behavior of chain joint components and
to correlate these influences to observable changes in topographical and chemical surface properties. A precisely defined contact
and load situation is essential for generating a comparable series of samples for surface analyses. To meet this requirement, chain
joint component samples from tests on a linear reciprocating model tribometer were used for the following analyses. But to connect
the results to the realistic situation regarding the typical wear rates of the subjected chain types, suited experimental parameters were
selected. Topographical, structural, and chemical characterization of the worn surface regions of the components were performed
after the tribological loading. The results show the influence of the lubricant, the additive, and the contamination with carbon black
especially on the chemical properties of the component surfaces.
(a) (b)
Figure 2: Pin-on-disc operating modes: (a) rotating [5], (b) linearly reciprocating.
e c bs bs c e
tc tc
Base plate
tc Tensioning clutch
c Coupling
cs Countershaft
e Engine
ts Torque sensor
bs Bearing support
(a) (b)
Figure 3: Experimental wear investigations: (a) wear test rig; (b) schematic representation of the test rig showing the setup for wear
investigations.
With the above described methods, whole chains can be and the load conditions of the tribological contact are as close
tested with conditions that are very close to the real situation as possible to the ones in the real application. Other very
in a combustion engine, for example. But there are some important issues are the components used for the tribometer
drawbacks. First, the investigations with the wear test rig are tests. If these components have to be purpose made for
costly in terms of time. Second, the load conditions in one the tribometer, there is always a very high influence of the
single chain joint are not known exactly as they are influenced manufacturing process because the batch production process
by manufacturing tolerances, for example, of the chains pitch is usually different from preproduction processes. The best
and the roundness of the sprockets. The third drawback is that solution for this requirement is to take the components for
the contact areas are not easily accessible when the surface has the tribometer tests directly from the batch production with
to be analyzed in detail, for example, regarding the surface as few modifications as possible.
structure or the chemical composition of the surface. To In the chain joint the normal load and the contact area
overcome these drawbacks, standard tribometer experiments are comparatively high which makes it difficult to resemble
are used to complement the wear test rig investigations, which this situation on the tribometer. To get as close as possible
is described in the following chapters. to the real contact situation by using the components from
the batch production, a setup where the outside of the bush
is pressed against the pin and the pin reciprocates linearly is
3. Model Tribometer Tests with used (Figure 7).
Chain Components Both pin and bush are case hardened. The surface prop-
erties on the inside of the bush were compared to the ones
When conducting model tribometer experiments it is of great on the outside. The hardness and the case hardening depth
importance to choose a setup in which the contact situation are the same but the roughness values 𝑅𝑎 are slightly higher
4 Conference Papers in Science
30
20
15
10
0
0 50 100 150
Time (h)
Chain 1 fit Chain 2 fit
Chain 1 measured Chain 2 measured
0
0 2 4 6 8
−2 Position along bush axis (mm)
−4
(b) Contour of pin and bush
Figure 4: Wear measurement: (a) length, clearance, and stiffness measurement devices to obtain the wear elongation; (b) contour
measurement of pin and bush.
Pin-nodes and -slices Pin Table 2: Comparison of contact situation in test rig and tribometer.
clasche y y
x
z Parameter Test rig Tribometer
rbolzen rhülse Contact situation Conforming contact Nonconforming contact
Bush- Relative motion Sliding Sliding
VIII
VII
Bush
VI
IV
III
slices
II
500 500
pressure (MPa)
Pressure (MPa)
Cylindrical
0 0
100 100
0 3 0 3
Circ Circ
umfe −100 m) umfe −100 m)
renc ∘
e( )
0
D epth (m renc ∘
e( )
0
D epth (m
500 500
Pressure (MPa)
pressure (MPa)
Real contour
0 0
100 100
0 3 0 3
Circ Circ
umfe −100 m) umfe −100 m)
renc ∘
e( )
0
D epth (m renc ∘
e( )
0
D epth (m
(a)
Volumetric wear coefficient W (mm3 /Nm)
1E − 6
Wear elongation for one chain joint (𝜇m)
30
25
20 1E − 7
15
10 1E − 8
0 1E − 9
0 50 100 150
Time (h)
Chain 1 Chain 2
Chain 1 measured Chain 2 measured
Chain 1 W Chain 2 W
(b)
Figure 6: (a) Pressure distribution for one half of the bush, calculated for a new and worn state and with a cylindrical contour and a contour
that was derived from roundness measurement, 1120 N load [8]; (b) volumetric wear coefficients for two wear elongation curves over the
operating time of the chain.
the cylinder axes, the maximum pressure for 2 N load is the contact pressure, it is assumed that the wear depth on
1080 MPa and the average pressure is 720 MPa. The calculated the bush is much higher than on the pin because the wear
contact area is 0,0028 mm2 . During the test run, the two volume is distributed over a higher area on the pin. With this
bodies are worn which leads to an increased contact area and assumption, an elliptical contact area based on the radii of pin
thus a reduced contact pressure. To estimate the change of and bush is created which can be calculated from the wear
6 Conference Papers in Science
FN
Bush
Bush
FN
Pin
Pin
S
Contact area
S
Contact area
(a) (b)
Figure 7: Chain component test setup on tribometer: (a) 3D view of schematic setup; (b) top view of schematic setup.
Parameter Value
Pressure (MPa)
6 750
Normal load 2N
4 500
Sliding speed 10 mm/s
2 250 Stroke 4 mm
Sliding distance 500 m
0 0
0 0.005 0.01 0.015 0.02 (1) PAO (poly-alpha-olefin)
Contact area (mm2 ) Oil (viscosity acc. to 0W-20) (2) PAO + additive
Wear depth
(3) PAO + additive + 1 wt% carbon
Pressure black (CB)
Initial contact area Oil temperature 100∘ C
Figure 8: Contact pressure over contact area and wear depth over
contact surface.
(a) (b)
Figure 9: (a) Adapter for pin; (b) adapter for inner link with bush.
FN
Adapter for
inner link
Tribometer
arm FR
Displacement Spring
measurement Bush
Thermo-
couple for Contact
heating area
device
S Pin
Oil level
Oil reservoir
Adapter
with heating
for pin
device
(a) (b)
Figure 10: Pin-on-disc tribometer in linearly reciprocating mode with oil reservoir: (a) picture of the tribometer prepared for a test run; (b)
schematic representation of the setup including the adapters for pin and bush and the samples.
0.155 measured in situ during the test and the wear of pin and
Coefficient of friction (𝜇)
170,14 𝜇m
Bush (outside)
91,49 𝜇m
144,46 𝜇m
215,08 𝜇m
147,67 𝜇m
181,38 𝜇m
170 × 215 𝜇m 90 × 150 𝜇m 145 × 180 𝜇m
69,02 𝜇m 110,75 𝜇m
94,70 𝜇m
Pin
95 𝜇m 70 𝜇m 110 𝜇m
Figure 12: Light microscope pictures of worn areas on pin and bush with area size on the bush and width of the wear track on the pin.
6
6 6
Bush (outside)
(𝜇m)
(𝜇m)
(𝜇m)
m
𝜇m
0𝜇
3 00
35
150 380
300
0𝜇
𝜇m 0 𝜇m 𝜇m 0
11
6
6
6
(𝜇m)
(𝜇m)
Pin
(𝜇m)
𝜇m
m
23
𝜇m
0𝜇
27
360
0𝜇 0𝜇 350
28
m 0 m 𝜇m 0
24
Figure 13: WLI pictures for pins and bushes with all lubricant types (worn area on bush with PAO + additive is highlighted with a circle).
the size of the worn area on pin and bush is measured and data is filtered and a processing technique which measures
compared, which is shown in Figure 12. the volume below a reference plane is used. This reference
The light microscope pictures show a similar trend as plane is created by the height of the surrounding material. The
the friction coefficient. The size of the worn area is the result is shown exemplarily for one bush that was operated
highest for the PAO, followed by the PAO + additive + with PAO + additive + CB in Figure 14. The volumetric wear
CB. On the samples with PAO + additive, almost no wear coefficient is then calculated with the normal load and the
can be observed. These results are confirmed by white light sliding distance. The results are summarized in Table 4.
interferometer (WLI) pictures which are shown in Figure 13. The volumetric wear coefficients on the tribometer are
With the 3D surface topography from the WLI, the lower than the ones that were calculated for the test runs on
wear volume can be measured. This is only possible for the the wear test rig (0,8–20 × 10−8 mm3 /Nm) but they are in
bushes because the wear on the pins is distributed over a the same dimension which is a good result for tribological
comparatively large area. Thus, the wear depth is very small. systems as literature values for various tribological systems
To measure the wear volume on the bushes, the measurement are in the area of 5 × 10−10 − 1 × 10−8 mm3 /Nm [17, 18].
Conference Papers in Science 9
3.5
2.5
(𝜇m)
2
1.5
0.5
0
(Nm)
Figure 14: Wear volume calculation on the surface of the bush (test run with PAO + additive + CB).
Table 4: Volumetric wear coefficients 𝑊V for the test runs on the tribometer.
0.7 0.7
0.6 0.6
Sk , Spk , and Sk (𝜇m)
0.5 0.5
0.4 0.4
0.3 0.3
0.2 0.2
0.1 0.1
0 0
Sk Spk Sk Sk Spk Sk
Figure 15: Surface parameters derived from the bearing area curve Figure 16: Surface parameters derived from the bearing area curve
in the worn area of the pins. in the worn area of the bushes.
Furthermore, the wear of the pins is not taken into account For the bushes, the initial values are much higher and they
for the calculation of the coefficients so the actual values are are reduced with PAO but no distinct change can be observed
expected to be higher. with PAO + additive and PAO + additive + CB (Figure 16).
4.3. Change of Surface Structure. The WLI pictures are also 4.4. Chemical Composition. To analyse the formation of
used to measure the bearing area curve in the worn areas of tribolayers, scanning electron microscopy (SEM) pictures
the pins and the bushes. Then, the core roughness depth 𝑆𝑘 , were taken and EDX map measurements were conducted.
the reduced peak height 𝑆𝑝𝑘 , and the reduced valley depth 𝑆V𝑘 Prior to this, the samples were cleaned and degreased in an
are derived from the bearing area curve and are compared ultrasonic bath with cleaning agents (cyclohexane, acetone,
for the surfaces that resulted from the different lubrication. and isopropanol), so that loose, excessive lubricant rests are
Figure 15 shows this comparison for the pins and Figure 16 removed. Only components bound firmly to the surface
for the bushes. remained. These components are part of the layer formed
On the pins, all values are increased with PAO and PAO under tribological load. Figure 17 shows the SEM pictures and
+ additive + CB while they are reduced or remain the same the element maps for the detected elements in the worn areas
with PAO + additive (Figure 15). This shows a smoothing of of the bushes. The information depth of this method is more
the surfaces with PAO + additive. than 1 𝜇m.
10 Conference Papers in Science
100
C C C
(wt%)
C
20
O O O
(wt%)
O
100
Fe Fe Fe
(wt%)
Fe
10
S S S
(wt%)
S
20
Ca Ca Ca (wt%)
Ca
10
P P
(wt%)
20
Zn Zn
Zn
(wt%)
(a) PAO (270x) (b) PAO + additive (650x) (c) PAO + additive + CB (270x)
Figure 17: SE pictures and EDX concentration maps (wt%) of the worn surface areas on the bushes with the three lubricants.
Conference Papers in Science 11
For the PAO (Figure 17(a)), the EDX maps show that the presence of soot with additive, both friction coefficient
carbon and oxygen layers were removed and the iron was and wear are increased to value between pure PAO and PAO
revealed. No additive typical elements like sulfur, phospho- + additive. By using EDX element maps, the formation of
rus, or comparable elements could be detected. A completely tribolayers in the contact area due to the additive is shown
different element distribution could be observed on the bush and it is asserted that the tribolayer formation was attenuated
with PAO + additive (Figure 17(b)). In the worn area, the when carbon black was added to the oil.
oxygen concentration is slightly higher. The detection of The developed methods will be used to investigate the
additive typical elements like sulfur, calcium, phosphorus, tribological behavior of other material pairings and to
and zinc in the worn area is an evidence for the existence measure the performance of surface modifications on pin
of a stable tribolayer formed under influence of the addi- and bush. Furthermore, the influence of the used carbon
tives exclusively in the tribological stressed areas. The zinc black will be compared to the influence of engine soot to
concentration detected by EDX analysis is surprisingly high better understand the wear mechanisms. In the context of
(>10 wt%) regarding a typical layer thickness proposed in the “Collaborative Research Centre 926,” the systematical
literature of 0,5–6 nm depending on temperature and load investigation of different influences especially the contacting
[19]. Even the slightly increased oxygen concentrations in surfaces will be continued.
this region seem to be caused by additive typical or induced
bindings. Additionally in the unworn areas the concentration
of carbon and oxygen was much lower and more iron is
Conflict of Interests
present, a possible consequence of the detergents included The authors declare that there is no conflict of interests
in the additive package. The surface that results from the test regarding the publication of this paper.
runs with PAO + additive + CB is comparable to the one with
PAO regarding carbon, oxygen, and iron. As far as tribolayers
are concerned, small concentrations of sulfur and zinc can Acknowledgment
be observed in the borders of the worn areas but not in the
The authors would like to thank the German Research
center of the contact. To sum up, in all measured elemental
Foundation (DFG) for the support of the research within the
distribution pictures (C, O, Fe, S, Ca, P, and Zn) the effect of
Collaborative Research Centre 926 “Microscale Morphology
additives, identified as difference between the PAO and PAO
of Component Surfaces (MICOS),” Subproject nos. B08 and
+ additive series, seems to be attenuated by the carbon black.
C02.
The reason for this could be that the formed tribolayers
were immediately removed due to abrasive effects that were
intensified by the existence of carbon black so that no equi- References
librium state of creation and removal of tribolayers could be
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ues, especially on the pin. This explanation was also suggested
7-8, pp. 582–587, 2011.
by Uy et al. [13, 20]. Another possible explanation is that the
[2] A. Gummer, D. Sappok, and B. Sauer, “Kettenprüfeinrichtung
efficiency of the additive components was reduced chemically
zur Verschleißuntersuchung von Antriebs- und Steuerketten,”
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soot, especially with soot from gasoline engines but not with 2012.
industrial carbon black because of the observed differences
[3] A. Gummer, C. Fábián, and B. Sauer, “Experimental investiga-
in the nanostructure [21, 22]. Regarding these effects further tion of roller chain wear,” in Proceedings of the 18th Interna-
investigations especially on the properties of the used carbon tional Colloquium Tribology, Technische Akademie Esslingen,
black are necessary. A possible approach for these analyses is Ostfildern, Germany, January 2012.
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tion of bush chain wear,” in Proceedings of the 8th International
Conference on Mechanical Engineering (GÉPÉSZET ’12), pp.
5. Conclusion and Outlook 472–481, Budapest, Hungary, 2012.
[5] “Gleitlager—Prüfung des tribologischen Verhaltens von
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results between model tribometer tests and chain test rig Tech. Rep. DIN ISO 7148-1, Beuth, Berlin, Germany, 2013.
investigations are presented. These include the usage of a [6] D. Sappok and B. Sauer, “Methoden zur Erfassung der Versch-
calculation tool to calculate the volumetric wear coefficient leiß-Messgrößen an Kettenkom-ponenten,” in 54. Tribologie-
from measured wear elongation curves on chain test rigs. Fachtagung (GfT) 2013, Göttingen, pp. 70.1–70.11, 2013.
To overcome some drawbacks of the test rig investigations, [7] D. Sappok, A. Gummer, and B. Sauer, “Experimental and
model tribometer tests are conducted as the samples from analytical wear investigations of bush- and roller chain drives,”
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surface structure and surface properties like the chemical Torino, Italy, 2013.
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icantly decreased with the ZnDTP additive package. When Hülsen- und Rollenketten,” Ant Journal, vol. 2013, pp. 10–16,
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12 Conference Papers in Science
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