Ⅰ Basic Course Information
Course code | MEE29201T | ||||||||
Course Information | Subject | Mechanical Engineering | Intellectual Field | Friction, Wear and Lubrication | |||||
Total Class Hours | 32 | Credit | 2 | Theory Class Hours | 32 | Experimental Class Hours | 0 | Computer Class Hours | 0 |
Course Name in Chinese | 摩擦学基础 | ||||||||
Course Name in English | Fundamentals of Tribology | ||||||||
Applicable Major | Major in Mechanical or Related | ||||||||
Start Semester | Term 7 (First Year of Junior Year) | ||||||||
Advanced Course (Name) | College Physics, College Chemistry, Theoretical Mechanics, Mechanics of Materials, Materials of Mechanical Engineering, etc. | ||||||||
Corequisite (Name) | Elasticity | ||||||||
Course Introduction (Chinese) | 本课程是机械工程专业的核心基础课之一，系统讲授摩擦、磨损和润滑的基本原理及其应用。主要内容包括：表面形貌及表面接触、机械摩擦行为及磨损机制、先进减摩耐磨材料、润滑原理及状态，润滑剂应用与性能优化。 | ||||||||
Course Introduction (English) | This course is one of the core basic courses for students majoring in mechanical engineering. It teaches the basic principles and applications of tribology and lubrication. The main contents include surface topography and surface contact, mechanical friction behavior and wear mechanism, advanced anti-friction and wear-resisting materials, lubrication principle and state, application and optimization of lubricant. | ||||||||
Ⅱ Course Nature And Course Objectives
2.1 Characteristics of the Course
FundamentalsofTribology is one of the important courses for mechanical engineering majors in colleges and universities, among which the teaching content of friction, wear and lubrication plays an important role in the training of mechanical design, manufacturing and automation majors.
2.2 Curriculum Objectives
Learning basic knowledge, basic theories and basic skills related to tribology, and lay a foundation for further study and research in mechanical equipment energy saving and emission reduction, low accident and high reliable operation, ultra-precision and long-life mechanical design, so as to cultivate talents for improving the competitiveness of high-end mechanical equipment in China. The course requires students to:
G1—— Mastering solid surface properties, friction and wear mechanism, antifriction and wear resistant materials, lubricant properties, etc., have the ability to use tribology principle knowledge to study and analyze mechanical system complex engineering;
G2—— Basic knowledge, theory and method of friction, wear and lubrication, able to analyze and solve friction, wear and lubrication problems in mechanical equipment;
G3—— Understanding the key role of tribology in energy saving, emission reduction and reliable operation of complex mechanical systems, and be able to evaluate and analyze the energy consumption, safety and pollution problems faced by complex mechanical systems from the tribology perspective.
Ⅲ The Corresponding Relationship Between Curriculum Objective and Graduation Requirement Index Points
Table1 The Corresponding Relation and Supporting Weight of Course Goal and Graduation Requirement Index Points
Graduation Requirements Level 1 Index Point | Graduation Requirements Level 2 Index Points | Curriculum Objectives | Pathway | Evaluation Basis | Degree of Support（H、M、L） |
1Engineering Knowledge | Ability to apply mathematics, science, mechanical design, manufacturing, and automation fundamentals and expertise to complex engineering problems involving mechanical design, manufacturing, and control. | G1 | It is achieved through teachers' instruction and students' learning | Class performance, Problem sets, Project reports | M |
2 Problem Analysis | Ability to apply basic principles of mathematics, natural science and engineering science to identify, express and analyze engineering problems, especially complex engineering problems related to mechanical design, manufacturing and control, through literature research to reach effective conclusions. | G2 | Class performance, Problem sets, Project reports | M | |
4 Research | Able to study complex engineering problems of mechanical design and manufacturing and control using scientific methods based on scientific principles and professional knowledge, including designing experiments, analyzing and interpreting data, and obtaining reasonable and effective conclusions through information synthesis. | G3 | Class performance, Problem sets, Project reports, Project presentations | M | |
10 Communication | Able to correct understanding of the complexity of the mechanical equipment and the team cooperation research necessity, to complex engineering problems and to communicate effectively with the industry peers and the social public communication, including writing reports and design documents, presentation speech, clear expression or respond to commands, and have a certain international vision, mastering a foreign language at least, Strong ability in listening, speaking, reading, writing and translating, able to communicate in cross-cultural context. | G4 | Class performance, Problem sets, Project reports | L |
Ⅳ Content and Requirement of Theoretical Teaching
4.1 Tribology Overview（2 Period）
4.1.1 Teaching Objectives（G1、G4）
Understanding the definition of tribology and the main content of tribology research, the development process of tribology, the introduction of friction and lubrication, the new trend of modern tribology research. Understanding the important role of tribology in energy saving and emission reduction and improving wear life of mechanical equipment.
4.1.2 Content of Courses
（1）The Definition of Tribology
（2）The Content and Significance of Tribology
（3）The Development of Tribology
（4）New Directions of Tribology Research and Related International Journals
4.1.3 Teaching Requirement
Understanding the meaning of tribology, understand the content of tribology research and its development process, and master the important role of tribology research in improving product quality, prolonging the service life of mechanical equipment and the development of national economy. Tribological problems involve a variety of factors and are often complex. Understand the multi-disciplines involved, such as mechanical engineering, fluid mechanics, materials science and physical chemistry. In addition, mastering the friction and wear problems and lubrication action in complex engineering of mechanical system, understanding the latest trends of tribology research.
4.2 Solid Surface Contact（4 Period）
4.2.1 Teaching Objectives（G1、G2、G3）
Understanding solid surface topography and parameters, master surface measurement methods, understanding surface energy and surface physical and chemical adsorption, mastering Hertz contact theory and can accurately calculate contact surface stress.
4.2.2 Content of Courses
（1）Solid Surface Morphology Composition
（2）Surface Parameters and Surface Measurements
（3）Surface Energy Adsorbs to The Surface
（4）Surface Contact and Contact Deformation Criteria
（5）Hertz Contact Theory and Calculation
4.2.3 Teaching Requirement
Tribology is the study of interaction and change between moving surfaces, so the study of friction surface morphology and contact state is the basis of analyzing friction and wear and lubrication problems. Understanding the surface geometry plays a key role in friction wear and lubrication under dry friction and mixed lubrication. Any friction surface topography is composed of many different shapes of micro-convex peaks and concave valleys. Understanding the terms related to surface topography, mastering the meaning of surface topography parameters, understand the calculation method of surface topography parameters, understanding the measurement principle and method of surface topography, master the Hertz contact theory and calculation formula.
4.3 Principle of Friction and Wear（6 Period）
4.3.1 Teaching Objectives（G1、G2、G3）
Understanding the basic characteristics of friction, understand the macro and micro friction theory, mastering the classification and mechanism of wear, understanding the main factors affecting wear. Mastering the methods of reducing wear and have the ability to design anti-wear methods.
4.3.2 Content of Courses
（1）The Concept and Theory of Friction
（2）Sliding Friction and Rolling Friction
（3）Wear Characteristics and Mechanism
（4）Factors Affecting Wear and Tear
（5）The Ways to Reduce Wear
4.3.3 Teaching Requirement
The purpose of research on friction and wear is based on the investigation to the various wear phenomenon and characteristic analysis, find out their change rule and influence factors, which sought to control wear and improve the wear-resisting performance measures: understanding the concept of friction and the model of classical theory, understand the concept of sliding friction and rolling friction as well as the two applications in industrial fields. Understand the occurrence conditions, characteristics and change rules of wear types. Grasping the factors of wear, including the material of friction pair, surface morphology, lubrication state, environmental conditions and friction speed, load, temperature and other working parameters. Mastering wear physical model and wear calculation method. Mastering the measures to improve wear resistance. Understand the testing technique and experimental analysis method of wear study.
4.4 Solid Friction-reducing Wear-resisting Material（4 Period）
4.4.1 Teaching Objectives（G1、G2、G3）
Understanding the engineering application of surface treatment technology in the field of tribology, master the main methods, types, characteristics and applications of common surface coatings. Understanding the types, lubrication mechanism and application fields of polymer lubrication materials. Understanding the types and processing methods of nanocomposites, and understand their lubrication and wear reduction mechanism. Suitable material selection and surface treatment design for different application areas.
4.4.2 Content of Courses
（1）Metal Surface Treatment Technology Carbon Based Ceramics
（2）Polymer Lubrication Material Polymer, etc.
（3）Nano Composite Lubricating Materials
4.4.3 Teaching Requirement
Metal surface treatment includes surface strengthening and friction changing coating, which is mainly nitriding on solid surface or coating film to achieve the purpose of surface strengthening. Knowledge of common surface strengthening and coating methods, types and application areas is required. Polymer lubricating material is one of the important research contents in tribology. Understanding the special application fields of polymer lubrication materials, including ships, aerospace and other fields, can compare and analyze the differences between polymer lubrication materials and metal based lubrication materials, and then understand the lubrication mechanism of polymer lubrication materials. Nano - lubricating materials are the current research frontier. Be able to understand the processing method of nanocomposites and the principle of lubrication and wear reduction.
4.5 Boundary Lubrication and Additives（6 Period）
4.5.1 Teaching Objectives（G1、G2、G3）
Understanding boundary lubrication definition, physical and chemical adsorption film and boundary lubrication model, understanding the composition and performance of lubrication grease, master the types and uses of lubrication additives, understand the causes of lubrication failure and correctly put forward measures to solve lubrication failure.
4.5.2 Content of Courses
（1）Overview of Boundary Lubrication
（2）Friction Adsorption Film
（3）Boundary Lubrication Model
（4）Lubricating Grease
（5）Lubricant Additive
（6）Lubrication Failure
4.5.3 Teaching Requirement
The importance of studying boundary lubrication state lies in its widespread existence in practical machinery. Students should understand the concept of boundary lubrication state, understand the lubrication mechanism of physical adsorption film and chemical reaction film, and then master the physical model of boundary lubrication. Understanding the main components and properties of lubricating oils, and understand the types of lubricating additives, such as oil solvents, adhesives, extreme pressure agents and antiwear agents. Understanding the tribochemical behavior of lubricating additives. There are two reasons for friction to promote the chemical reaction of additives, namely, friction heating and friction surface activation. Understanding the characterization of lubrication failure, that is, the surface wear or the bearing capacity of the lubrication film drops sharply or even the complete loss of the bearing capacity of the lubrication film. Mastering the main factors of lubrication failure and its solution.
4.6 Fluid Lubrication Theory（4 Period）
4.6.1 Teaching Objectives（G1、G2、G3）
Understanding the lubrication state and its evolution process, understanding the viscosity characteristics of lubrication fluid, master the premise hypothesis of Reynolds equation, be able to accurately deduce Reynolds equation, understand Stribeck curve and fluid dynamic pressure formation mechanism, understand the lubrication design of typical mechanical parts.
4.6.2 Content of Courses
（1）Fluid Viscosity
（2）Reynolds Equation
（3）Hydrodynamic Lubrication
（4）Lubrication Design of Parts
4.6.3 Teaching Requirement
The purpose of lubrication is to form a bearing capacity lubrication film between friction surfaces, which can be used to reduce friction resistance and reduce material wear. To understand the basic characteristics of various lubrication states, including hydrodynamic lubrication, hydrostatic lubrication and boundary lubrication. Understanding the dynamic viscosity and kinematic viscosity of fluid, and understand the viscosity and temperature characteristics of fluid. Understand the eight assumptions of Reynolds equation, master the process of pushing Reynolds equation, understand that dynamic pressure effect and extrusion effect are the main factors of forming lubrication film. Reynolds equation is the basic formula of lubrication theory, it is necessary to understand and use Reynolds equation correctly to analyze lubrication and master its boundary conditions and initial conditions. Understanding the lubrication design of typical mechanical parts including sliders, thrust bearings and gears, and illustrate the calculation of lubrication parameters by taking sliders as examples.
4.7 Tribological Properties Test and Analysis Method （2 Period）
4.7.1 Teaching Objectives（G1、G2、G3）
Understanding the common experimental equipment of friction and wear, understand the characteristics and changes of friction and wear under the actual working conditions. Grasping the means and methods of friction characterization and analysis, and understanding the research methods of friction and wear mechanism. Being capable of tribology design.
4.7.2 Content of Courses
（1）Friction Test Device and Method
（2）Friction Characterization Analysis Method
（3）Friction Mechanism Research Method Combined with Journal Paper Description
4.7.3 Teaching Requirement
Understanding the contact condition and motion mode of friction match in universal friction and wear testing machine. Contact forms include surface contact, point contact and line contact, and motion modes include pure sliding, pure rolling or rolling with sliding. Understanding the testing method and device of friction surface topography, including roughness and wear measurement of friction surface. Understanding of microscopic surface morphology measurement and chemical composition analysis. The experimental process, characterization analysis method and analysis process of friction mechanism are analyzed based on the recent papers of tribology related journals.
4.8 Tribology Study of Typical Parts and Literature Analysis （4 Period）
4.8.1 Teaching Objectives（G1、G2、G3、G4）
Understanding the wear types and principles of typical parts, master the methods of analyzing the wear failure of mechanical parts under actual working conditions, and understand the means and methods of reducing friction and anti-wear in practical engineering applications. Analyzing and mastering the current advanced tribology application research content and methods.
4.8.2 Content of Courses
（1）Aeronautical Actuator
（2）Fluid Pump
（3）Mechanical Seal
（4）Literature Analysis
4.8.3 Teaching Requirement
Understanding the development trend of China's high-end mechanical equipment, large aircraft as an example to probe into its core components running performance requirements, knowledge of large aircraft components in high pressure high speed direction hair problems and challenges, understanding of aviation actuators and the main function of the wear failure reason, understanding the development trend of high performance hydraulic drive system technology bottlenecks, and to be solved urgently Understanding friction and wear problems in mechanical seals. Based on the previous knowledge of tribology, master the method of improving the interface lubrication performance of friction pairs in large aircraft, mastering the surface strengthening treatment and design process of friction pairs, and understanding the particularity of friction and wear in mechanical seals and the method of reducing wear. Researching literature and explain current scientific problems and research methods in the field of tribology.
V Content and Requirement of Practical Teaching
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VI Assessment Methods and Scoring Standards
6.1 Assessment Method and Content
The teaching links of this course include classroom teaching, extra-curricular reading, in-class report, exercise homework and project report. The assessment method is process assessment, which is a comprehensive assessment of classroom performance (including attendance and participation), exercise homework, project scheme and literature analysis. The specific division of labor is shown in Tables 2 and 3.
Table 2 The Way and Content of Course Assessment and Its Weight
Evaluation Method | Detailed Evaluation Method | Weight | Main Assessment Contents |
Process （50%） | Participation | 5% | Attendance, Late |
Performance | 15% | Ask Questions, Answer Questions, etc | |
Homework | 30% | Basic concept, Principle, etc | |
Result （50%） | Project Report | 50% | Literature Analysis |
Table 3 The Way and Content of Course Assessment and Its Supporting Relationship to Course Objective
Curriculum Objectives | Score | Evaluation Method | The Proportion of Assessment Methods | Main Assessment Contents |
G1 | 30 | Class Participation | 10% | Attendance, Ask Questions, Answer Questions, etc |
Usual Homework | 20% | The Completion of Exercises After Class | ||
Literature Analysis | 70% | Support Course Objectives G1 and G4 Teaching Content | ||
G2 | 30 | Class Participation | 10% | Attendance, Ask Questions, Answer Questions, etc |
Usual Homework | 20% | The Completion of Exercises After Class | ||
Engineering Proposal | 30% | The report mainly focuses on tribological problems in complex engineering of mechanical systems: types of friction and wear, causes of lubrication failure and solutions, etc | ||
Literature Analysis | 40% | Support Course Objectives G2 Teaching Content | ||
G3 | 30 | Class Participation | 10% | Attendance, Ask Questions, Answer Questions, etc |
Usual Homework | 20% | The Completion of Exercises After Class | ||
Engineering Proposal | 30% | The report mainly focuses on tribological problems in complex engineering of mechanical systems: types of friction and wear, causes of lubrication failure and solutions, etc | ||
Literature Analysis | 40% | Support Course Objectives G3 Teaching Content | ||
G4 | 10 | Report in Class | 100% | Support Course Objectives G3 Teaching Content |
6.2 Standard for Evaluation
Table 4, Table 5, Table 6 and Table 7 show the grading standards of class performance (including attendance and participation), exercise assignments, engineering scheme and literature analysis.
Table 4 Grading Criteria for Classroom Performance
Performance Indicators | Weight | 100-90 | 89-80 | 79-70 | 69-60 | 59-0 |
Class Attendance | 0.20 | Punctuality | Be less than 5 minutes late | Be less than 5-15 minutes late | Be less than 15-30 minutes late | More than 30 minutes late and no attendance |
State of the Class | 0.20 | Always Attention | Good Attention | General Attention | Occasionally Attention | No Attention |
Question Answering | 0.30 | Right Answering | Overwhelmingly Correct | Basically Correct | Occasionally Correct | Not Correct |
Ask Questions | 0.30 | Ask at least 5 Valid Questions | Ask at least 3-4 Valid Questions | Ask at least 2 Valid Questions | Ask at least 1 Valid Questions | Not Ask Questions |
Table 5 Grading Criteria for Problem Sets
Performance Indicators | Weight | 100-90 | 89-80 | 79-70 | 69-60 | 59-0 |
Complete Punctuality | 0.20 | Punctuality | Good Punctuality | General Punctuality | Occasionally Punctuality | Not Punctyality |
Conceptual Accuracy | 0.20 | More than 90% Accuracy | More than 70% Accuracy | More than 50% Accuracy | More than 30% Accuracy | Not Accuracy |
Scheme Correctness | 0.30 | More than 90% Correctness | More than 70% Correctness | More than 50% Correctness | More than 30% Correctness | Not Correctness |
Conclusion Validity | 0.30 | Conclusion Effective | Most of Conclusion Effective | fundamental Effective | Individual Effective | Not Effective |
Table 6 Grading Criteria for Engineering Schemes
Performance Indicators | Weight | 100-90 | 89-80 | 79-70 | 69-60 | 59-0 |
Literature Retrieval | 0.30 | Refer to more than 10 related literatures | Refer to more than 8-9 related literatures | Refer to more than 5-7 related literatures | Refer to more than 3-4 related literatures | The literature is irrelevant or there is no reference |
Analysis Report | 0.50 | Proficient in the use of knowledge, can propose different solutions, and effective | More skilled use of knowledge, the solution is more effective | Basic use of knowledge, the scheme is basically effective | Master the general knowledge, the scheme is relatively unsatisfactory | The proposed solution is not feasible |
Writing Quality | 0.20 | Well organized, well illustrated, Writing standards | The content level is good, the writing is more standard | Statements can basically express personal opinions | The content level is poor and the chart is not clear | Poor logic and lack of organization |
Table 7 Literature Analysis
Performance Indicators | Weight | 100-90 | 89-80 | 79-70 | 69-0 |
Literature Sources | 0.10 | SCI JCR Q1 | English Literature | Chinese Literature of Doctor And Mester | Chinese Periodicals |
PPT Design | 0.40 | The regulations are clear and well illustrated | The emphasis is more prominent, the level is obvious | The focus is not prominent and the structure is chaotic | It lacks logic and the chart is not clear |
Participate in the Express (Division of Labor) | 0.50 | Clear thinking and able to express personal opinions accurately | Able to express personal opinions accurately | Basically able to express personal opinions | Lack of organization in expressing personal opinions |
Ⅶ Textbooks and Reference Books
7.1 Textbook
[1] 《Principles of Tribology》，Shizhu Wen et al.，Tsinghua University Press，2018
7.2 Reference Books
[1] 《Introduction to Tribology》，Bharat Bhushan, translated by Shirong Ge，China Machine Press，2007
[2]《Wear of Materials and Resisting-wear Materials》，Jiangai He，NorthEastern University Press，2002
[3]《Tribology Materials and Surface Engineering》，Chengbiao Wang：National Defense Industry Press，2012
[4]《Tribology in Engineering》，Haşim Pihtili，InTeOpP，2013
Writers：Jun Zhao, Lihong Liang
Course Managers： Lihong Liang, Junzhao, Suangxi Li
Director of Major：Chenghong Duan