Effects of Oil and Solid Body Temperatures on Elastohydrodynamic Lubrication Film Formation

The present study focuses on investigating the influence of oil and solid body temperatures on elastohydrodynamic lubrication (EHL) film formation. Experimental and numerical simulation methods are employed to examine three heating methods: oil and ball heating, disc heating, and entire system heating. A preliminary comparison between the measured results and numerical simulations confirms the impact of heating methods on film formation while validating the availability of the numerical models. Further numerical analysis reveals that in the case of oil and ball heating, the temperature gradient induced by differences in solid body temperatures plays a more significant role in film formation compared to the conventional thermal-viscosity wedge effect caused by EHL film shear. This effect is further amplified at large sliding–rolling ratios and in steel–steel contacts. The overall film formation is primarily governed by the oil inlet temperature, whereas local film formation characterized by a dimple shape is influenced by both thermal gradient effects and thermal-viscosity wedge effects. This study provides valuable insights for selecting appropriate heating methods in experiments as well as understanding how temperature differences affect film formation in practical engineering.