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Tribology International 41 (2008) 175180


www.elsevier.com/locate/triboint

Development of a galling resistance test method


with a uniform stress distribution
Scott R. Hummel
Department of Mechanical Engineering, Lafayette College, Easton, PA 18042, USA
Received 29 November 2006; received in revised form 31 May 2007; accepted 22 July 2007

Abstract

In this study, a new galling test method is presented along with results from a pilot testing program. The pilot program was performed
on type 303 stainless steel. The new testing conguration consists of two concentrically aligned hollow cylindrical specimens loaded along
their longitudinal axes. The specimens are held in alignment using a custom made alignment pin. The pin maintains concentricity
between the mated surfaces while enabling the contact interface to self-align. The resulting contact surface is in the shape of an annulus
and has a uniform stress distribution. The new testing conguration eliminates the stress concentration that exists in the ASTM G98
Standard Test Method for Galling Resistance of Materials. The results of this study show that the galling wear phenomena do not
transition from non-galled to galled at a single value. Galling is shown to be stochastic in nature.
r 2007 Elsevier Ltd. All rights reserved.

Keywords: Galling; Adhesive wear; Stress concentration

1. Introduction connections [2]. Galling has also been seen in the sheet
metal forming process when metal sheets slide over the
The wear phenomena of galling is a severe case of forming dies [3]. Another application where galling is a
adhesive wear characterized by raised protrusions of problem is medical instruments [4]. In this application,
material above the original surface. Galling is dened by lubrication is often inadequate or non-existent due to
the ASTM committee G02 on wear and erosion in sterilization issues. Stainless steel is the material of choice
Standard G40 as a form of surface damage arising for its relative ease of manufacture, high strength and
between sliding solids, distinguished by macroscopic, stiffness, and excellent corrosion resistance, however, it has
usually localized, roughening and creation of protrusions been found to be quite susceptible to galling [5].
above the original surface [1]. Upon visual inspection of a In an effort to reduce the probability of a galling,
galled contact surfaces, macroscopic tearing is always manufacturing companies have developed various coatings
present on one or both of the mated faces. and stainless steel alloys specically formulated to reduce
The presence of galling can quickly render a mechanism galling. For example, Carpenter Technology Corporation
inoperable and is highly undesirable. In extreme cases, developed Gall-Tough and Gall-Tough Plus [6], High
galling can be accompanied by cold welding of the mated Performance Alloys, Inc. [7] developed Nitronic 60, and
components leading to seizure. The largest contributing Waukesha Foundry has an alloy called Waukesha 88 [8].
factor in leading to galling is inadequate lubrication. Cases These alloys have a higher galling resistance than most
documenting galling include a diverse pool of applications. commercially available stainless steels [5].
For example, galling has been a problem in oil exploration Several test methods have been developed to measure
where stainless steel drill collars are coupled using threaded galling resistance. A strip-draw test method was developed
by Hirasaka and Nishimura [3]. This test was used to
Tel.: +1 610 330 5587; fax: +1 610 330 5059. simulate sheet metal forming processes. A line contact
E-mail address: hummels@lafayette.edu testing method was developed by Hummel [9] where the

0301-679X/$ - see front matter r 2007 Elsevier Ltd. All rights reserved.
doi:10.1016/j.triboint.2007.07.009
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176 S.R. Hummel / Tribology International 41 (2008) 175180

end of a cylindrical button was placed in contact with the Partlow [14], the threshold galling stress measured by inter-
side of a rotating cylinder. A novel approach to galling laboratory testing can vary by a factor of 4 or more. They
testing was developed by Hogmark et al. [10,11] utilizing reasoned that one of the contributing factors to the low
two crossed cylinders. The crossed cylinders are forced to precision is the subjective determination of the presence of
slide reciprocally against each other under a constant galling. Specically, the ASTM test procedure requires the
speed, with the normal force gradually increasing during user to visually inspect the specimens for galling upon
forward strokes, while decreasing during backward strokes. completion of a test. Since there is no quantitative measure
The most widely used galling test is the ASTM G98 used to determine the presence of galling, the variability
Standard Test Method for Galling Resistance of Materials from what one researcher calls galling can dramatically
[12]. Unlike all of the galling test methods presented above, vary from what another calls galling.
this method does not require dedicated wear test equip- Research has been conducted in an effort to remove the
ment to run a test. The only equipment required is a subjectivity from the determination of the presence of
relatively common universal testing machine capable of galling. One such study was conducted by Ives et al. using a
exerting a constant force. The ASTM G98 test method was pin-on-plate testing conguration [15]. The pin was loaded
presented by Schumacher of the Armco Steel Corporation against the plate and moved across the plate until galling
[13] in the early 1970s and has been used since that time as was evident. A prolometer was used to measure the
a way to determine the relative galling resistance of one surface nish before and after testing. In another study,
material pair versus another. The results of the test do not Hummel used a friction-based criteria as a necessary but
yield quantitative data that can be used for design not sufcient condition in determining the presence of
purposes; however, the results can be used to rank the galling [16].
material pairs in terms of their galling resistance. The Another factor that has been found to affect the
design engineer can then choose the material couple with precision of the G98 test is the way that data are collected
the least likelihood of galling. and subsequently analyzed. An implicit assumption of the
The ASTM G98 Standard Test Method for Galling standardized button-on-block test is that galling does not
Resistance of Materials, often referred to as the button-on- occur until the contact stress exceeds the galling thresh-
block test, calls for a cylindrical button specimen to be old. Hummel and Partlow found that a single value
mated to a block specimen as shown in Fig. 1. A constant galling threshold does not exist [14]. They found that
load is placed on the button with a universal testing galling is a stochastic phenomena. In other words, galling is
machine and it is then rotated one revolution relative to the characterized by probability. As the contact stress in-
block. Upon completion of the test, the specimens are creases, the probability that galling will occur increases,
examined visually without magnication for the presence however, the probability exists that galling can occur at low
of galling. If galling has not occurred, then new specimens stress levels. Conversely, the probability also exists that at a
are loaded at a higher level and tested. This is continued relatively high load, a material pair that has low galling
until galling occurs, at which point the load of the highest resistance may not experience galling. The stochastic
non-galled test is averaged with the load of the galled test. nature of galling is likely to be one of the sources of the
This load is divided by the cross-sectional area of the low precision in the G98 test because no statistical analysis
button specimen and is deemed the threshold galling stress. of the data is performed and no minimum number a
A major drawback of the ASTM button-on-block test is replicates is dictated by the standard.
its lack of precision. As pointed out by Hummel and In a recent study by Waite et al. [17], the contact stress
distribution between the two specimens in a button-on-
block conguration was examined. Their study stemmed
from the observation that galling virtually always begins
along the outer edge of the button specimen. The galling
then migrates towards the center of the button as the test
proceeds. The authors deduced that the singularity at the
edge of the button caused a stress concentration to exist.
The results of the study can be seen in Fig. 2. In this gure,
the radial position along the contact interface is shown on
the horizontal axis. The radial position has been normal-
ized so that the position of zero represents the center of the
button specimen and a radial position of unity is the outer
edge. A signicant stress concentration is evident near the
edge of the button and has a magnitude close to 3. The
graph shown in Fig. 2 is for a button specimen with a
0.3 mm corner radius. Waite et al. found that the stress
concentration increased with the decreasing of the corner
Fig. 1. ASTM G98 button-on-block test conguration. radius, as one would expect.
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S.R. Hummel / Tribology International 41 (2008) 175180 177

Stress Concentration along Diameter of Button


(0.3 mm Corner Radius)
3.0

2.5
Stress Concentration

2.0

1.5

1.0

0.5

0.0
-1 -0.5 0 0.5 1
Radial Position (Normalized)

Fig. 2. Stress concentration factor along diameter of button specimen.

The recognition of the stress concentration goes a long


way in understanding the nature of galling in a button- Fig. 3. Schematic diagram of new test conguration.
on-block test. For one, it helps explain why galling
typically begins near the edge of the button. Once galling
begins, the local stress concentrations increase dramatically Load Platen
and galling rapidly migrates inward. The stress concentra-
tion also helps explain the lack of precision in test results.
Specically, the ASTM test does not specify the size of the
corner radius of the button specimen. It is quite con-
ceivable that some researchers remove the small burr on
the corner while others leave the edge sharp. The small Alignment Pin
radius affects the stress concentration thereby affecting the Ball Bearing
galling of the specimens.
In the current study, a new test geometry is presented Contact Region Upper
that eliminates the stress concentration that presently
exists in the G98 test standard. A pilot testing program
has been completed and the results are presented in Lower
subsequent sections.

2. Experimental arrangement and procedure

In an effort to minimize the stress concentration in a


galling test, a new experimental arrangement was employed Load Platen
in this study. The testing conguration, shown schemati- Fig. 4. Section view of new test conguration.
cally in Fig. 3, uses two concentric hollow cylinders. The
ends of the cylinders are mated resulting in area contact in
the shape of an annulus. To conduct a test, the bottom by inserting a guide pin through the inside diameters of the
specimen is xed while a load, F, is applied to the upper specimens or by placing a guild sleeve around the outside
specimen. The upper specimen is then rotated via an of the specimens. However, this type of constraint will not
applied torque, T. Upon completion of the test, the necessarily satisfy the goal of maintaining area contact
specimens are examined for the presence of galling. because the ends of the specimens may not be precisely
One of the critical aspects of this new arrangement is the perpendicular to the diameters due to manufacturing
alignment of the specimens. The annular surfaces on the tolerances. The annular contact surfaces must be held
ends of the specimens must be in area contact. If one concentric, but the specimens must also be allowed to self-
specimen were to become misaligned relative to the other, a align relative to the contact surfaces. To accomplish this,
stress concentration would most certainly arise. At rst an alignment pin was used that consisted of a cylindrical
glance, it would seem obvious to constrain the specimens in lower region with a spherical upper region. A section view
such a way as to maintain concentricity between the upper of the test conguration with the alignment pin is shown in
and lower specimens. This could possibly be accomplished Fig. 4. It is important to note that the cylindrical region of
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178 S.R. Hummel / Tribology International 41 (2008) 175180

the alignment pin is completely contained within the lower An important aspect of any galling test is specimen
specimen. The center of the spherical region on the other cleaning. If the specimens have oil or debris on them from
hand is contained within the upper specimen. The spherical the manufacturing process, the results of a galling test can
shape of the pin forces the annular contact areas to remain be severely altered. With this in mind, a careful cleaning
concentric, yet allows for angular alignment of the long- process was used in the current study. To begin the
itudinal axes. The center of the sphere used in the current cleaning process, parts were placed in an ultrasonic cleaner
study was contained within the upper specimen by roughly with a mild general purpose ultrasonic detergent in warm
1 mm. This dimension is not critical as long as the water. Parts were washed two times for 3 min in the
contact surface on each specimen is perpendicular to its ultrasonic cleaner. Fresh solution was used for each
centerline within reasonable manufacturing limits of cleaning cycle. After the parts dried, they were rinsed with
approximately 0.11. The clearance between the alignment acetone. As a nal cleaning, the contact surface was
pin and the specimens was approximately 0.03 mm. The swabbed with acetone using a lint free wipe. The contact
spherical portion of the alignment pin is commercially surface was free of oil, debris and spotting before testing.
available from industrial supply companies and is called a The specimens were loaded into a universal testing
tooling ball. machine capable of exerting a constant force. The lower
A drawing depicting the critical and major features of specimen rested on a steel plate and the upper specimen
the specimens is shown in Fig. 5. There are several features was loaded via a hardened steel ball as shown in Fig. 4. The
of the specimens that are worth noting at this time. The ball was used to allow for any angular misalignment in the
specimens were produced using 15.9 mm (5/8 in.) hex stock. system. This loading conguration is similar to that used in
The hex provided a convenient means of gripping the the ASTM G98 test. Once the specimens were loaded into
specimens during manufacturing and testing. The cylind- the testing machine, a load of 90 N (20 lb) was applied. The
rical section and the contact face were machined using a upper specimen was then rotated approximately 451 by
CNC lathe. The toolpath of the lathe was programmed hand to ensure proper seating of the contacting surfaces.
such that the 12.70 mm (1/2 in.) diameter and the contact The specimens were then loaded to the desired test load.
face were cut with the tool in continuous contact with the The lower specimen was held xed while the upper
specimen. This eliminated any burrs on the corner of the specimen was rotated using an open-end wrench. The
12.70 mm diameter of the specimen while leaving a sharp upper specimen was turned at a rate of approximately 6
edge. The 6.35 mm through hole was nished prior to the revolutions per minute for one complete revolution. This
nal machining operation of the outside diameter and the was accomplished using one continuous rotation of the
contact face. A key feature of the specimens used in this wrench. In other words, the rotation of the upper specimen
research is that they are reusable. Specically, the contact was not stopped for re-gripping of the wrench, although
face can be machined in a lathe to recondition the this is allowed in the ASTM test.
specimen. Approximately 1.3 mm (0.05 in.) of material Upon completion of the test, the specimens were
should be removed from the specimen for reconditioning. removed from the universal testing machine and were
If a burr should form at the 6.35 mm hole, this hole can be visually inspected without magnication for the presence of
reamed with a 6.35 mm reamer to remove the burr, without galling. It is important to note that in this study any
effecting the wear surface or hole size. amount of galling was considered to be a galled specimen.
No degrees of galling severity were made. This is similar to
the ASTM standard where galling is considered to be a
binary phenomena in that galling is either present or is not.
6.35

3. Results and discussion

A pilot study of the new galling test procedure was


conducted on 72 pairs of type 303 stainless steel. The
specimens had a surface roughness of 0.80 mm and a
hardness of 98 Rockwell B. Specimens were tested at six
loads from 220 N (50 lb) to 1100 N (250 lb) with 12 tests at
each loading. Tests were conducted at 220, 330, 440, 670,
890, and 1100 N (50, 75, 100, 150, 200, and 250 lb). The
results of the pilot study are shown in the graph of the
galling frequency in Fig. 6. The graph depicts the galling
12.70 12.7
frequency on the y-axis and the applied stress on the x-axis.
The applied stress was calculated by dividing the applied
15.88 25.4 force by the apparent area of contact. The galling
frequency quanties the percentage of specimens that
Fig. 5. Detail drawing of new test specimen (dimensions in mm). galled at a given load. For example at 4.7 MPa, the galling
ARTICLE IN PRESS
S.R. Hummel / Tribology International 41 (2008) 175180 179

frequency was found to be 0.42. This means that galling the topic of a future study in this area using a larger
occurred in 5 of the 12 tests conducted at 4.7 MPa. population of specimens.
The most important feature to recognize on the graph is One of the factors that contribute to galling between two
that there is no single stress level at which the wear mated components is sliding distance. As the sliding
behavior denitively changes from non-galled to galled. distance increases, the propensity for galling increases.
The galling frequency of the material increased as the load This has been noted by several researchers including
increased. The results presented in the gure clarify the Hummel and Partlow [14], Magee [5], and Jarrell and
stochastic nature of the wear phenomena of galling. The Bejbl [4]. One of the problems with the ASTM button-on-
general shape of this curve is in agreement with results block test is that the sliding distance varies with radial
found by Hummel and Partlow [14] in a galling study using position along the button. At the center of the button, the
the ASTM button-on-block testing arrangement. The tangential velocity approaches zero, therefore the sliding
results presented in Fig. 6 imply that the concept of a distance at the center also approaches zero. Along the
threshold galling stress [12] is a misnomer. In other perimeter of the button, the sliding distance is at a
words, one cannot calculate a single stress value where maximum and reaches the circumferential length of the
the wear behavior transitions from non-galled to galled. button. The peak in the sliding distance coincides with
Moreover, in order to report the data described by Fig. 6, the location of the stress concentration at the edge of the
statistical analysis will need to be employed. This will be button. The combination of the maximum sliding distance
and the high stress concentration leads to the initialization
of galling to typically occur along the perimeter of the
button. In the current study, a through hole was present in
both upper and lower specimens. This hole eliminated the
zero sliding distance at the center of the specimens. In
addition, the stress concentration seen in the ASTM test is
eliminated because the stress is uniformly distributed along
the contact area in the new test conguration.
Shown in Fig. 7 is a typical galled specimen pair. In all of
the specimen pairs that experienced galling, the adhesive
wear was located between the middle of the annulus to
roughly 1.0 mm from the outer edge. These results were
expected because galling is a function of sliding distance.
The outer region of the contact annulus has a higher sliding
distance than the inner region, so one can expect galling to
be more prevalent in this region.
As discussed previously in this paper, low precision is a
major problem with the ASTM G98 test standard. As an
Fig. 6. Galling frequency results of type 303 stainless steel. example of this, consider the galling test results reported in

Fig. 7. Photograph of typical wear scar.


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a product data bulletin by High Performance Alloys [7]. It References


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