Computational Fluid Dynamics Applied to Lubricated Mechanical Components: Review of the Approaches to Simulate Gears, Bearings, and Pumps
Source abstract
Abstract
The lubrication of the mechanical components reduces friction, and increases the efficiency and the reliability. However, the interaction of moving components with the lubricant leads to power losses due to viscous and inertial effects. Nowadays, the study of lubricant behavior can be carried out through computational fluid dynamics (CFD) simulations. Nevertheless, the modeling of the computational domain within complex mechanical systems (e.g., ordinary, planetary and cycloidal gearboxes, roller bearings, and pumps) requires the exploitation of specific CFD techniques. In the last decades, many mesh-based or meshless approaches have been developed to deal with the complex management of the topological changes of the computational domain or the modeling of complex kinematics. This paper aims to collect and to classify the scientific literature where these approaches have been exploited for the study of lubricated mechanical systems. The goal of this research is to shed a light on the current state of the art in performing CFD analysis of these systems. Moreover, the objective of this study is to stress the limits and the capabilities of the main CFD techniques applied in this field of research. Results show the main differences in terms of accuracy achievable and the level of complexity that can be managed with the different CFD approaches.
Source: crossref · Quality: baseline
Research context
OpenAlex topics: Gear and Bearing Dynamics Analysis · Fluid Dynamics Simulations and Interactions · Hydraulic and Pneumatic Systems
SciVX discovery tags are terminology-based. OpenAlex topics are source-provided classifications.
Affiliations
Faculty of Science and Technology, Free University of Bozen|Bolzano, Piazza Università 5, 39100 Bolzano, BZ, Italy
Funding
Libera Università di Bolzano
References (100+)
Show source-provided references
1. Mang, T., and Dresel, W. (2007). Lubricants and Lubrication, Wiley-VCH. [2nd ed.].10.1002/9783527610341 ↗
2. Niemann, G., and Winter, H. (2002). Getriebe Allgemein, Zahnradgetriebe—Grundlagen, Stirnradgetriebe, Maschinenelemente, Springer.10.1007/978-3-662-11873-3_2 ↗
3. Windage, churning and pocketing power losses of gears: Different modeling approaches for different goals10.1007/s10010-016-0206-9 ↗
4. Versteeg, H.K., and Malalasekera, W. (2007). An Introduction to Computational Fluid Dynamics: The Finite Volume Method, Pearson Education.
5. To mesh or not to mesh. That is the question…10.1016/j.cma.2005.11.006 ↗
6. Real-time or faster-than-real-time simulation of airflow in buildings10.1111/j.1600-0668.2008.00559.x ↗
7. PIC calculations of multiphase flow10.1016/0021-9991(81)90079-6 ↗
8. Smoothed particle hydrodynamics and its applications in fluid-structure interactions10.1016/S1001-6058(16)60730-8 ↗
9. A critical review of the pseudopotential multiphase lattice Boltzmann model: Methods and applications10.1016/j.ijheatmasstransfer.2014.04.032 ↗
10. Literature Review of Accelerated CFD Simulation Methods towards Online Application10.1016/j.egypro.2015.07.714 ↗
11. Wendt, J.F. (2008). Computational Fluid Dynamics: An Introduction, Springer.10.1007/978-3-540-85056-4 ↗
12. CFD Simulation of Transmission for Lubrication Oil Flow Validation and Churning Loss Reduction
13. Smoothed particle hydrodynamics method for fluid flows, towards industrial applications: Motivations, current state, and challenges10.1016/j.compfluid.2016.05.029 ↗
14. A combined experimental and computational study of lubrication mechanism of high precision reducer adopting a worm gear drive with complicated space surface contact10.1016/j.triboint.2020.106261 ↗
15. Alternative ways of coupling particle behaviour with fluid dynamics in mineral processing10.1080/10618560902754932 ↗
16. Numerical simulations of oil flow inside a gearbox by Smoothed Particle Hydrodynamics (SPH) method10.1016/j.triboint.2018.05.034 ↗
17. Obtaining Precise Churning Loss for a Gearbox Using Advanced Smoothed Particle Hydrodynamics
18. A Review on the Application of the Lattice Boltzmann Method for Turbulent Flow Simulation10.1080/10407782.2013.807690 ↗
19. Lattice Boltzmann method and its applications to fluid flow problems
20. Model formulation of churning losses in cylindrical roller bearings based on numerical simulation10.1016/j.triboint.2018.02.003 ↗
21. Numerical investigations on drag coefficient of circular cylinder with two free ends in roller bearings10.1016/j.triboint.2018.02.044 ↗
22. Drag Power Loss Investigation in Cylindrical Roller Bearings Using CFD Approach10.1080/10402004.2018.1565009 ↗
23. Modelling windage power loss from an enclosed spur gear10.1243/09576509JPE344 ↗
24. Investigations on CFD Simulations for Predicting Windage Power Losses in Spur Gears10.1115/1.4003357 ↗
25. Windage power loss in spur gear sets
26. Webb, T., Eastwick, C., and Morvan, H. (2010, January 14–18). Parametric Modelling of a Spiral Bevel Gear Using CFD. Proceedings of the ASME Turbo Expo 2010, Glasgow, UK.10.1115/GT2010-22632 ↗
27. A Computational Fluid Dynamics (CFD) Model for Gear Churning
28. Bianchini, C., Da Soghe, R., Errico, J.D., and Tarchi, L. (2017, January 26–30). Computational Analysis of Windage Losses in an Epicyclic Gear Train. Proceedings of the ASME Turbo Expo 2017, Charlotte, NC, USA.10.1115/GT2017-64917 ↗
29. Needle Roller Bearing Lubricant Flow CFD Simulations
30. Adeniyi, A.A., Morvan, H., and Simmons, K. (2015, January 15–19). A Multiphase Computational Study of Oil-Air Flow Within the Bearing Sector of Aeroengines. Proceedings of the ASME Turbo Expo 2015, Montreal, QC, Canada.10.1115/GT2015-43496 ↗
31. Concli, F., Schaefer, C.T., and Bohnert, C. (2020). Innovative Meshing Strategies for Bearing Lubrication Simulations. Lubricants, 8.10.3390/lubricants8040046 ↗
32. Churning power losses of ordinary gears: A new approach based on the internal fluid dynamics simulations10.1002/ls.1280 ↗
33. Numerical Investigations of Unsteady Flow in a Centrifugal Pump with a Vaned Diffuser10.1155/2013/961580 ↗
34. Huang, S., Wei, Y., Guo, C., and Kang, W. (2019). Numerical Simulation and Performance Prediction of Centrifugal Pump’s Full Flow Field Based on OpenFOAM. Processes, 7.10.3390/pr7090605 ↗
35. Influence of lubricant temperature, lubricant level and rotational speed on the churning power loss in an industrial planetary speed reducer: Computational and experimental study
36. Thermal Performance Prediction of Jet Lubricated Transmission System using Computational Methods
37. Hu, X., Li, P., and Wu, M. (2019). Influence of the Dynamic Motion of a Splash-Lubricated Gearbox on Churning Power Losses. Energies, 12.10.3390/en12173225 ↗
38. Oil Splash Simulation in Final Drive with Overset Mesh
39. CFD based Prediction of Spin Power Loss of Automotive Differential System10.4271/2015-01-2783 ↗
40. Cho, J., Hur, N., Choi, J., and Yoon, J. (2016, January 10–15). Numerical Simulation of Oil and Air Two-Phase Flow in a Planetary Gear System Using the Overset Mesh Technique. Proceedings of the 16th International Symposium on Transport Phenomena and Dynamics of Rotating Machinery, Honolulu, HI, USA.
41. Numerical Investigation on Fluid Flow of Gear Lubrication10.4271/2008-01-1650 ↗
42. Oil squeezing power losses in gears: A CFD analysis
43. Burberi, E., Fondelli, T., Andreini, A., Facchini, B., and Cipolla, L. (2016, January 13–17). CFD Simulations of a Meshing Gear Pair. Proceedings of the ASME Turbo Expo 2016, Seoul, Korea.10.1115/GT2016-57454 ↗
44. Liu, H., Jurkschat, T., Lohner, T., and Stahl, K. (2018). Detailed Investigations on the Oil Flow in Dip-Lubricated Gearboxes by the Finite Volume CFD Method. Lubricants, 6.10.3390/lubricants6020047 ↗
45. Hydraulic losses of a gearbox: CFD analysis and experiments10.1016/j.triboint.2013.06.005 ↗
46. Computational fluid dynamics simulation of geared transmissions with injection lubrication10.1177/0954406219865920 ↗
47. Determination of an Optimal Oil Jet Nozzle Layout for Helical Gear Lubrication: Mathematical Modeling, Numerical Simulation, and Experimental Validation
48. Churning power losses of a gearbox with spiral bevel geared transmission10.1016/j.triboint.2018.08.041 ↗
49. Influences of an oil guide device on splash lubrication performance in a spiral bevel gearbox10.1016/j.triboint.2019.03.048 ↗
50. Zhu, X., Dai, Y., Ma, F., and Ouyang, B. (2020). Mathematical modeling and numerical simulation for determining an optimized oil jet layout for spiral bevel gear lubrication. Proc. Inst. Mech. Eng. Part J J. Eng. Tribol., 1350650120942329.10.1177/1350650120942329 ↗
51. Numerical and experimental investigation of splashing oil flow in a hypoid gearbox
52. Efficient CFD Simulation Model for a Planetary Gearbox10.1007/s10010-018-0280-2 ↗
53. A New Integrated Approach for the Prediction of the Load Independent Power Losses of Gears: Development of a Mesh-Handling Algorithm to Reduce the CFD Simulation Time10.1155/2016/2957151 ↗
54. Numerical modeling of the power losses in geared transmissions: Windage, churning and cavitation simulations with a new integrated approach that drastically reduces the computational effort10.1016/j.triboint.2016.06.046 ↗
55. Concli, F., and Gorla, C. (2017, January 22–24). CFD Simulation of Power Losses and Lubricant Flows in Gearboxes. Proceedings of the American Gear Manufacturers Association Fall Technical Meeting, Columbus, OH, USA.
56. Effect of the static pressure on the power dissipation of gearboxes10.1002/ls.1476 ↗
57. Oil distribution and churning losses of gearboxes: Experimental and numerical analysis10.1016/j.triboint.2020.106496 ↗
58. A novel CFD—Axial motion coupled model for the axial balance of lateral bushings in external gear machines10.1016/j.simpat.2012.03.008 ↗
59. Three-Dimensional Numerical Simulation of an External Gear Pump with Decompression Slot and Meshing Contact Point10.1115/1.4029223 ↗
60. Low-loss gears precision planetary gearboxes: Reduction of the load dependent power losses and efficiency estimation through a hybrid analytical-numerical optimization tool10.1007/s10010-017-0242-0 ↗
61. Numerical modeling of the churning power losses in planetary gearboxes: An innovative partitioning-based meshing methodology for the application of a computational effort reduction strategy to complex gearbox configurations10.1002/ls.1380 ↗
62. Lubrication of Gearboxes: CFD Analysis of a Cycloidal Gear Set10.2495/MPF190101 ↗
63. Simulation and experimental study of influences of shape of roller on the lubrication performance of precision speed reducer
64. Gruselle, F., Steimes, J., and Hendrick, P. (2011, January 6–10). An Innovative Two-Phase Flow Pump and Separator Solution. Proceedings of the ASME Turbo Expo 2011, Vancouver, BC, Canada.10.1115/1.4002470 ↗
65. Menon, M., Szewc, K., and Maurya, V. (August, January 28). Multi-Phase Gearbox Modelling Using GPU-Accelerated Smoothed Particle Hydrodynamics Method. Proceedings of the 8th Joint Fluids Engineering Conference, San Francisco, CA, USA.
66. Numerical modelling of oil distribution and churning gear power losses of gearboxes by smoothed particle hydrodynamics10.1177/1350650118760626 ↗
67. Noda, T., Shibasaki, K., and Wang, Q.J. (2016, January 15–19). X-ray ct Imaging of Grease Behavior in Ball Bearing and Multi-Scale Grease Flows Simulation. Proceedings of the Society of Tribologists and Lubrication Engineers Annual Meeting and Exhibition, Las Vegas, NV, USA.
68. X-Ray CT Imaging of Grease Behavior in Ball Bearing and Numerical Validation of Multi-Phase Flows Simulation10.2474/trol.15.36 ↗
69. Experimental and numerical investigations of hydraulic losses in rolling bearings under practice-oriented conditions
70. Ambrose, S., Morvan, H., and Simmons, K. (2018, January 11–15). Investigation of Oil Jet Impingement on a Rotating Gear Using Lattice Boltzman Method (LBM). Proceedings of the ASME Turbo Expo 2018, Oslo, Norway.10.1115/GT2018-76371 ↗
71. Research on lubrication characteristics of asymmetric helical gear based on CFD method10.1002/ls.1504 ↗
72. Research on Windage Power Loss of Spur Gear Base on CFD10.4028/www.scientific.net/AMM.184-185.450 ↗
73. Application and validation of a simplified numerical approach for the estimation of windage power losses in spur gears10.1016/j.compfluid.2013.04.025 ↗
74. CFD Study on the Windage Power Loss of High Speed Gear10.1088/1757-899X/473/1/012044 ↗
75. Dai, Y., Ma, F., Zhu, X., Jia, J., Dai, M., and Zhu, J. (2019). Numerical Simulation Investigation on the Windage Power Loss of a High-Speed Face Gear Drive. Energies, 12.10.3390/en12112093 ↗
76. CFD modelling and numerical simulation on windage power loss of aeronautic high-speed spiral bevel gears10.1016/j.simpat.2020.102080 ↗
77. Moreno, C.L., Fuenmayor, A., Núñez, G., De Andrade, J., Noguera, R., and Asuaje, M. (2012, January 8–12). Numerical Investigation of Viscous Flow in Three Centrifugal Pumps. Proceedings of the Fluids Engineering Division Summer Meeting, Rio Grande, PR, USA.10.1115/FEDSM2012-72150 ↗
78. Effects of radial diffuser hydraulic design on a double-suction centrifugal pump10.1088/1757-899X/129/1/012017 ↗
79. Surrogate-Based Shape Optimization of the ERCOFTAC Centrifugal Pump Impeller
80. Performance Analysis and Cavitation Prediction of Centrifugal Pump Using Various Working Fluids10.2174/2212797612666190619161711 ↗
81. Eulerian multi-phase CFD model for predicting the performance of a centrifugal dredge pump
82. Numerical Investigation of Performance of an Axial-Flow Pump with Inducer10.1016/S1001-6058(08)60007-4 ↗
83. The Vortex Pump Under Highly Viscous Liquid Flow Conditions10.1007/s13369-018-3112-7 ↗
84. Investigation of the fluid-structure interaction of a high head Francis turbine using OpenFOAM and Code_Aster10.1088/1755-1315/49/7/072005 ↗
85. Determination of hydraulic losses in radial cylindrical roller bearings using CFD simulations10.1016/j.triboint.2017.03.020 ↗
86. A study of fluid flow of gear lubrication in a spur gear box
87. Avdeev, E., and Ovchinnikov, V. (2017). Modeling and Simulation of the interaction between oil and rotating gear within Final drive volume. Inf. Technol. Nanotechnol., 5–9.10.18287/1613-0073-2017-1902-5-9 ↗
88. Windage Power Losses of Ordinary Gears: Different CFD Approaches Aimed to the Reduction of the Computational Effort10.3390/lubricants2040162 ↗
89. Numerical simulation of splash lubrication in vehicle drive axle
90. Investigation of the lubrication system in a vehicle axle: Numerical model and experimental validation10.1177/0954407018766128 ↗
91. Investigation of the lubrication system in a vehicle axle: Optimization and experimental validation10.1177/0954407018766130 ↗
92. Prediction of Oil Flow inside Tractor Transmission for Splash Type Lubrication
93. Thermal and efficiency characterization of a low-backlash planetary gearbox: An integrated numerical-analytical prediction model and its experimental validation10.1177/1350650115622363 ↗
94. Numerical Simulation of Oil Jet Lubrication for High Speed Gears10.1155/2015/752457 ↗
95. Numerical investigation of the air–oil two-phase flow inside an oil-jet lubricated ball bearing10.1016/j.ijheatmasstransfer.2013.09.013 ↗
96. Zhang, R., Wei, C., Wu, W., and Yuan, S. (2015, January 4–6). CFD investigation on the influence of jet velocity of oil-jet lubricated ball bearing on the characteristics of lubrication flow field. Proceedings of the 2015 International Conference on Fluid Power and Mechatronics (FPM), Harbin, China.10.1109/FPM.2015.7337326 ↗
97. Jet cooling for rolling bearings: Flow visualization and temperature distribution10.1016/j.applthermaleng.2016.05.147 ↗
98. Investigation of Drag and Churning Losses on Tapered Roller Bearings10.5545/sv-jme.2015.2490 ↗
99. Technical-mathematical approach for the calculation of the flow and churning losses in tapered roller bearings
100. Oil Flow Simulation Based on CFD for Reducing Agitation Torque of Ball Bearings10.4271/2014-01-2850 ↗