Tribo-Fatigue (TF) TF: Main Terms New Research Field Methodology of TF Stages of Progress of TF SI-SeriesTest Machines Results of WFT TF: Standards TF: Intern. Symposiums Books Contacts

 

 

A.V. Kukharev

 

SOME STAGES OF PROGRESS AND PROSPECTS OF tribo-fatigue

 

 

1 Introduction

The term tribo-fatigue is defined in Interstate Standard GOST 30638–99 as a science of wear-fatigue damage and fracture of active systems of machines and equipment. Tribo-fatigue made an arduous way during 15 years after this term was first published to become acknowledged. I would like to tell briefly about the stages of its progress and about some events I was  involved in.

 

2 Tribo-fatigue: 1995

In 1995 I was invited to a meeting to talk about tribo-fatigue. A condensed text was published in 1996 under the heading “Tribo-fatigue is and will be at the service of the people” [1] that is reproduced below

When the term tribo-fatigue became public in 1986 (it happened in Minsk) initially, it did not provoke any emotions. A stormy discussion took place in 1990 at the all-union scientific conference in Gomel. Specialists from famous research centers of the Soviet Union were anxious to verify what kind of science tribo-fatigue was. Is it just a new scientific trend?

Most of the participants of the International Tribo-fatigue Symposium in 1993 (Gomel, Belarus) had already some first-hand knowledge of tribo-fatigue and for many it had become their domain of research. However, for some scientists and engineers the word “tribo-fatigue” sounded quite new. Thus, the discussion whether it is a science or not is still going on.

I would like to say that it is an earnest problem and its solution is not a toy in the hands of theoreticians. In my view, it is a matter of primary importance for machine building, in the first place. To prove this statement I would like to refer to recent events and... battles.

Studies of the processes of friction and wear continue uninterrupted globally, including studies of the role of lubrication between contacting solid bodies. The leading role in these studies belongs to the so-called complex studies, i.e. tribological studies. All three processes are studied in their integrity, or as a complex. What do they yield?

Professor Jost (UK) noted specifically what science had to pay for the battle against the new tendencies. He writes that initially tribology was scorned because of its versatility. This scornful attitude inhibited directly the progress of research and development in machine building; heavy expenses to reduce friction and wear together with their consequences cost hugely… Only in Great Britain 5,5 million pounds (the assessment of 1965) could have been saved had tribology been regarded with more respect. Now it is believed that due respect of tribology could have saved from 1.3 to 1.6% of the General National Product. It is the scale of losses only within one country!

The fundamentals of tribo-fatigue have been developed in our country. It studies the regularities of wear-fatigue damage. It has been reported repeatedly that this damage causes 70, 80 and even 90% of premature failures of modern machinery and equipment. It is tribo-fatigue that discovers new effective ways of controlling and preventing damage. Just think! engineers in the whole world (including us) have been trying to devise methods of combating wear aiming at the so-called wearless friction; specialists in tribo-fatigue have established that wear, on the contrary, is needed in many essential cases to increase the durability of an active system. This approach leads both to creating more reliable machines and to huge economic savings.

Instead of combating wear there is a different tendency of battling against tribo-fatigue. There are appeals to stop financing tribo-fatigue research, expel it from universities, exclude it from major subjects, to stop designing machines for wear-fatigue tests...

In this connection I would like to recall how Francis Bacon cherished science dearly. He wrote that if science by itself had not yielded any profits, it could not be called useless just because it would sharpen our mind and put it in order. It is the purpose of science in our time to serve people. That is the view of Leo Tolstoy. We cannot but share this view. And we have no doubt that tribo-fatigue is already and will be at the service of people...

...What is tribo-fatigue essentially?

Some tribologists claim that tribo-fatigue is a new scientific trend in tribology, and they are right in part. In part because only one side of the medal is taken into account, namely, the effect of cyclic loading on variations of friction and wear characteristics. Exactly this side of the medal corresponds to the long-lasting ideas and traditional scientific views of an “inveterate tribologist”.

On the contrary, when some specialists in strength assert that tribo-fatigue is a new trend in the mechanics of fatigue fracture, I believe that they are also right in part. In part because they take into account only one side (naturally the reverse versus tribologists) of the medal, namely, the effect of friction and wear processes on variations of fatigue resistance characteristics. Exactly this reverse side corresponds to the long-lasting ideas and traditional scientific views of a “inveterate strength specialist”.

If the cognitive psychological barrier separating narrow specialists is crossed, and both sides of the medal are viewed in their inseparable entity, then two new scientific trends have appeared at the junction between tribology and the mechanics of fatigue fracture, that have been combined dialectically and generated grounds for tribo-fatigue as a new science. As any other science, tribo-fatigue has its own object of study (active systems), its own methods of studies (wear-fatigue tests), its own models and criteria (complex indicators of wear-fatigue damage). While supported by tribology, the mechanics of fatigue fracture, reliability of mechanical systems, it does not minimize their significance as parents of tribo-fatigue and just proves the vitality and power of the new science. Remember that Isaac Newton said that we would see farther because we stand on the shoulders of the giants. Specialists in tribo-fatigue have already demonstrated that they see farther than others.

 

3 Essential stages in the progress of tribo-fatigue

Below is a brief enumeration of events that, in my view, have been essential for the progress of tribo-fatigue [2, 3].

 

September 29, 1984

The term tribo-fatigue was proposed (in a letter of L A Sosnovskiy to K V Frolov)

1986

The term tribo-fatigue was first mentioned in a publication (Minsk) [4]

1986/87

The first course of lectures on tribo-fatigue was delivered at the Byelorussian state Institute of Railway Engineers [5]

November 28,
1989

The first award for tribo-fatigue (L A Sosnovskiy was awarded a silver medal of the USSR Exhibition of Economic Achievements. “for development of methodological and theoretical principles of tribo-fatigue”) [6]

September 5,
1990

The first All-Union round-table sitting devoted to “Problems of tribo-fatigue” of scientists and specialists from the CIS countries took place (Gomel, co-chaired by N A Makhutov and L A Sosnovskiy) [7]

1990

The first tribo-fatigue research program is published [8]

1992

a separate “Tribo-fatigue” research program is approved in the Republic of Belarus for the first time

August,
1992

Tribofatigue Ltd. is set up which was transformed into Tribofatigue Production & Research Group in 1993

September 14–17, 1993

The first International tribo-fatigue symposium is held in Gomel, Belarus [9]. The first press-conference (K V Frolov and L A Sosnovsky) on tribo-fatigue (September 14)

1994

The Tribofatigue Production Group creates a pilot multipurpose SI machine for wear-fatigue tests of materials and models of active systems, the first prototype of a new generation of testing equipment for tribo-fatigue research [10–12]

June,
1995

The Academies of Sciences of Russia, Belarus and Ukraine approve “Plan of International Tribo-fatigue Research” (see in [1])

September 30, 1995

The BelStandard Committee approves the first tribo-fatigue standard STB 994–95 “Tribo-fatigue. Terms and Definitions” [13]

December,
1995

The research Center of the Academy of Sciences of Belarus and the Gomel Fodder Harvester Production Group set up a tribo-fatigue laboratory

1996

The first annual publication “Tribo-fatigue” appears [14]; The first four-language dictionary of terms “Tribofatika, Trybofatyka, Tribo-fatigue, Triboermüdung” [15] appears; a collection of scientific essays “Some words about tribo-fatigue written by 17 eminent researchers and scientists [1] appears

October 15–17, 1996

The second International Tribo-fatigue Symposium (Moscow, Russia) [16] is held

December 20,
1996

The International Coordinating Tribo-fatigue Board is set up (co-chairmen N A Makhutov, L A Sosnovskiy, V T Troshchenko and Gao Wanzhen since 1999)

May 14,
1998

The Extraordinary and Plenipotentiary Ambassador of the People’s Republic of China in Belarus Madam U Siaco visits the Tribofatigue Production Group starting scientific cooperation in tribo-fatigue between Belarus and the Chinese Peoples Republic

1998

The course “Fundamentals of tribo-fatigue is included into the curriculum of the Gomel State Polytechnic University

1999

The first Interstate Standard GOST 30638 “Tribo-fatigue. Terms and definitions” is approved [17]. The monograph is published, the methodology of tribo-fatigue being used to analyse life as a special method of damage accumulation.

October 22–26, 2000

The III International Tribo-fatigue Symposium (Beijing, China) [19] is held

2001

Scientists of Russia, Belarus, Ukraine and China publish the first international monograph devoted to tribo-fatigue [20]

September 23–27, 2002

The IV International Tribo-fatigue Symposium (Ternopil, Ukraine) is held

 

4 Tribo-fatigue: 2000

At present the results have been obtained in the sphere of tribo-fatigue that the II International Symposium rated as most important. Below some achievements are listed:

  • experimentally validated new methods and processes of wear-fatigue tests have been advanced;

  • basic regularities of wear-fatigue damage (direct and back effects) have been experimentally studied);

  • several theoretical problems have been formulated and solved, their summarization has led to formulation of the principles of the mechanics of wear-fatigue damage and fracture;

  • a problem is being formulated and solved how to control wear-fatigue damage in newly designed active systems of machines and equipment;

  • first books reviewing tribo-fatigue have been written and published;

  • a number of standards of tribo-fatigue have been approved and introduced;

  • several modification of SI machines for wear-fatigue tests of materials and models of active systems have been developed.

In October of 2000 scientists from many countries at the III International Tribo-fatigue Symposium (China, Beijing) evaluated the state of its progress during 15 years [19]. A summary monograph [20] written by specialists from Belarus, Russia, Ukraine and China is published. I will make a brief quotation from the foreword.

“Five of us participated at the III International Tribo-fatigue Symposium in Beijing (October 2000) and made our presentations there. The other five both made presentations and had been busy organizing two preceding symposia. Though our presentations seemed often as individual, our task was common: to contribute with our research to the progress of tribo-fatigue. We have integrated our results and we believe that we have obtained an entity that is now called tribo-fatigue.

It is rather hard to write a monograph when there are six authors and they are separated by huge distances, still it was a relatively enjoyable task: we were inspired by the problem that, in our view, has paramount significance for modern machine building ”.

The tribo-fatigue bibliography during 1995–2000 [21] includes only the publications that basically relate to the research in Gomel and tribo-fatigue R&D accomplished in Belarus. The list contains over 200 scientific works authored by almost 70 scientists and engineers from over 50 institutions.

Thus, it can be asserted that tribo-fatigue is a new vigorously developing part of mechanics.

 

5 Some results and prospects

The prospects were outlined at the II International tribo-fatigue symposium (Moscow, 1996) [22].

(À) The progress of tribo-fatigue will be determined theoretically by new more profound insight into the basic regularities of wear-fatigue damage, the conditions governing the limiting state of active systems and the search for new principles and methods of predicting durability and preventing emergencies in operation of essential and intricate technical systems.

(Â) The progress of tribo-fatigue practically leads to transition from designing individual units of machines and equipment to designing service life of active systems, so a complex of methods of controlling wear-fatigue damage of specific active systems is to be developed and introduced to reduce labour cost, to save means and materials in production and operation of modern machinery while strengthening its durability.

(Ñ) Concerning improvement of testing equipment, the progress of tribo-fatigue leads to development and introduction of new methods and processes of wear-fatigue tests, including shortcut tests, and, therefore, to the development of a new class of testing equipment.

(D) Concerning development of standard and engineering base, the progress of tribo-fatigue leads to development and introduction of a complex of standards of methods of wear-fatigue tests in order to formulate and solve in future the problem of certification of active systems using the most essential criteria of their serviceability.

(Å) Concerning training specialists, the progress of tribo-fatigue leads to the need of teaching the course of the “Fundamentals of tribo-fatigue” to students majoring in machine building (dynamics, strength and wear resistance of machines, instruments and equipment); it is time to train students and researchers in this sphere as well.

(F) concerning research, the progress of tribo-fatigue leads to development and export of hitech products (new and hitech methods of tests, fundamentally new testing equipment, new standards).

This list of prospects in the sphere of tribo-fatigue needs just one explanation and addition.

The explanation is that in 2002 five Ph. D. theses and one doctorship thesis dealing with tribo-fatigue were prepared. The Belarusian State University of Transport is publishing the first manual “Fundamentals of Tribo-fatigue” [23] for students of higher technical schools; it is supplemented with a laboratory practical course [24] and an assignment for designing [25]. Hence the problem of scientific procedures and training qualified specialists in the new and promising domain of knowledge is being successfully solved.

Furthermore, the promising methods of tribo-fatigue have been recently applied to the analysis of biological objects and humans specifically [18]. Life is considered as a specific way of damage accumulation; principles of its quantitative assessment in dialectics have been developed. Tribo-fatigue thus becomes useful in the humanitarian sphere.

 

6 Conclusion

We have been eye witnessing the integration of individual sciences into a new, more common integral discipline. It is another example of the current day evolution of science characterized by the tendencies towards integration: from particular to general.

The IV International Tribo-fatigue Symposium in Ternopil (September, 2002) will probably decide when and where the V International Tribo-fatigue Symposium will take place. I would like to wish its participants a fruitful work at the next symposium.

 

Acknowledgments

I would like to express my sincere appreciation of discussions of the problems of tribo-fatigue research I had to many scientists, engineers and organizers of science, particularly the Russian Academician K V Frolov, the corresponding member of the Russian Academy of Science N A Makhutov, the Ukrainian academician V T Troshchenko, the Belarusian  Academician M S Vysotsky, Professor L A Sosnovskiy.

 

Bibliography 

 [1]   Authors: Vysotsky M C, Frolov K V, Troshchenko V T, and others. Ed. by A V Bogdanovich, Some words about tribo-fatigue. (Essays). Gomel, Minsk, Moscow, Kiev, Remika, 1996. (in Russian).

[2]   Elovoy O M, First steps of tribo-fatigue. Gomel, 1996. (in Russian).

[3]   Kukharev A V, Some stages of progress of tribo-fatigue. Proc. of the III int. symp. on tribo-fatigue, Hunan University Press, Beijing, 2000.

[4]   Sosnovskiy L A, Complex assessment of the reliability of active systems. Minsk, 1986. (in Russian).

[5]   Sosnovskiy L A, Complex assessment of the reliability of active systems using the criteria of fatigue and wear resistance. ByelIIZhT, Gomel, 1988. (in Russian).

[6]   Sosnovskiy L A, Tribo-fatigue: problems and prospects. ByelIIZhT, Gomel, 1989. (in Russian).

[7]   Sosnovskiy L A, Problems of complex assessment of damage and limiting state of active systems. Basic terms. ByelIIZhT, Gomel, 1990. (in Russian).

[8]   Frolov K V, Sosnovskiy L A, Makhutov N A, Drozdov Yu N, Tribo-fatigue: new ideas in the promising direction. Gomel, 1990. (in Russian).

[9]   Friction. Wear. Fatigue. Ed. by L A Sosnovskiy, Proc. int. symp. on tribo-fatigue, Gomel, 1993. (in Russian).

[10] Makhutov N A, Sosnovskiy L A, Bogdanovich A V, Andropov P V, Marchenko A V, Tyurin S A, Methods of wear-fatigue tests and their implementation with a SI testing machine. Zavodskaya Laboratoriya, 1995, No. 6. (in Russian).

[11] Indman N L, Ozhigar G P, Sosnovskiy L A, Constructional features of SI machine. Zavodskaya Laboratoriya, 1995, No. 6. (in Russian).

[12] Rozhdestvensky A yu, Kovalev V V, Elovoy O M, Belits F Yu, Control and measuring system of SI machine. Zavodskaya Laboratoriya, 1995, No. 6. (in Russian).

[13] ÑÒÁ 994–95. Tribo-fatigue. Terms and definitions. BelStandard, Minsk, 1995.

[14] Tribo-fatigue-95. Annual edition. Ed. by M Vysotsky, Sci. Prod. Group Tribofatigue”, Gomel, 1996. (in Russian).

[15] Sosnovskiy L A, Four-language dictionary of terms. Ed. by L A Sosnovskiy, Sci. Prod. Group Tribofatigue”, Minsk, Gomel, 1996. (in Russian).

[16] Theses of papers of II Intern. Symp. on tribo-fatigue. Ed. by V A Andriyashin and others, SPAS”– Sci. Prod. Group Tribofatigue”, Moscow, Gomel, 1996. (in Russian).

[17] GOST 30638–99. Tribo-fatigue. Terms and definitions. (Interstate Standard). Interstate Standardization, metrology and certification board, Minsk, 1999.

[18] Sosnovskiy L A, Tribo-fatigue: on dialectics of life. Sci. Prod. Group Tribofatigue”, Gomel, 1999. (in Russian).

[19] Proc. of III int. symp. on tribo-fatigue. Ed. by Gao Wanzhen and Li Jian, Hunan University Press, Beijing, 2000.

[20] Sosnovskiy L A, Troshchenko V T, Makhutov N A, Gao Wanzhen, Bogdanovich A V, Shcherbakov S S, Wear-fatigue damage and its prediction (tribo-fatigue). Gomel, Kiev, Moscow – Uhan, 2001. (in Russian).

[21] Bibliography of tribo-fatigue publications. Ed. by T Eseva, S Tyurin, Int. tribo-fatigue coordinating board, Sc. Prod. Group Tribofatigue”, Gomel, 2001. (in Russian).

[22] Resolutions of II int. symp. on tribo-fatigue. Sci. Prod. Group Tribofatigue”, Gomel, 1996. (in Russian).

[23] Sosnovskiy L A, Fundamentals of tribo-fatigue. (Manual). Bel. University of Transport, (in press), Gomel, 2002. (in Russian).

[24] Bogdanovich A V, and others, A laboratory practical course, part 1. Bel. University of Transport, (in press), Gomel, 1999. (in Russian).

[25] Bogdanovich A V, Elovoy O M, Sosnovskiy L A, Assessment of reliability of simple crakshaft: textbook. Bel. University of Transport, (in press), Gomel, 2002. (in Russian).


   Presentation at the 4th International Tribo-fatigue Symposium (2002, Ternopol, Ukraine).

 
Up ] Tribo-Fatigue (TF) ] TF: Main Terms ] New Research Field ] Methodology of TF ] [ Stages of Progress of TF ] SI-SeriesTest Machines ] Results of WFT ] TF: Standards ] TF: Intern. Symposiums ] Books ] Contacts ]