This contribution summarizes the current state of research regarding so‐called sensor‐integrating machine elements as an enabler of digitalization in mechanical engineering and——if available—their application in industry. The focus is on the methodical aspects of the development of these machine elements in general as well as specific sensor‐integrating machine elements that are either already in use or currently under development. Developmental aspects include the robust design of initially evaluated concepts for sensor‐integrating machine elements as well as their modularization. Smart materials with sensory functions are included in the analysis as well as the differentiation with regard to add‐on sensors. The aim of the authors interlinked by a special research program funded by the German Research Foundation (DFG) is to facilitate the exchange with other researchers with the help of the comprehensive overview given in this contribution. The contribution concludes with a brief discussion of open challenges, such as the energy supply and data transfer in rotating systems and also data security.

In recent years, graphene-based lubrication was in the focus of nano- and microtribological studies. While the sliding properties of graphene based dry lubrication were previously investigated on the nano- and micro-scale, few studies can be found in the literature for the application of graphene as an additive to oil and grease in rolling contacts. In order to apply graphene platelets as dry lubricants and as grease additives in machine elements, tests were carried out on a rolling bearing test rig under typical load conditions. For these investigations, multilayer graphene platelets of varied staple thickness were functionalized on angular contact ball bearing surfaces as a dry lubricant, which forms a thin film. In addition, bearings were lubricated with grease containing graphene platelets. In this case, a small ratio of graphene was dispersed with grease. The graphene platelets were divided into three groups of different thickness: 2 nm, 6–8 nm, and 11–15 nm. Additionally, the tests were compared to graphite nanoparticles (spheres with a size of 3–4 nm) as dry lubricant and graphite-containing grease. The experimental studies were carried out under oscillating motion. The respective load in the tribological contact was 1.5 GPa. During the tests, the pivoting angle was measured by utilizing a rotary encoder. In addition, the friction torque was recorded under a frequency of 0.2 Hz. As the balls’ velocity at the reversal point is zero, the lubrication conditions are critical. The dry lubricated bearings were compared to grease lubricated bearings. Additionally, the frictional properties of the respective greases were investigated by applying a sliding tribometer. In this case, a ball rotates against three contact planes, which causes a tribological contact under a contact pressure of 1 GPa. It was shown that applying graphene as a dry lubricant and as a grease additive under rolling contact conditions reduces friction significantly.

Adhesive wear in dry contacts is often described using the Archard or Fleischer model. Both provide equations for the determination of a wear volume, taking the load, the sliding path and a set of material parameters into account. While the Fleischer model is based on energetic approaches, the Archard formulation uses an empirical factor—the wear coefficient—describing the intensity of wear. Today, a numerical determination of the wear coefficient is already possible and both approaches can be deduced to a local accumulation of friction energy. The aim of this work is to enhance existing energy-based wear models into the mixed lubrication regime. Therefore, the pressure distribution within the contact area will be determined numerically taking real surface topographies into account. The emerging contact area will be divided into one part of solid and a second part of elastohydrodynamically lubricated (EHL) contacts. Based on the resulting pressure and shear stress distribution, the formation of micro cracks within the loaded volume will be described. Determining a critical number of load cycles for each asperity, a locally resolved wear coefficient will be derived and the local wear depth calculated.

Bio-lubricants have demonstrated promising tribological and physical properties, suggesting their potential advantages in the lubrication of critical machinery components. This study investigates the impact of using blended individual and hybrid nanoadditives, such as graphene nanoplatelets, ZnO, and an ionic liquid (IL) of Trihexyltetradecylphosphonium bis(2,4,4-trimethylpentyl)phosphinate, on the rheological, tribological, and physical characteristics of rapeseed oil. A commercial cutting fluid (BLASER Vasco 6000) (VB 6000) is used for comparison. The results revealed a substantial improvement in viscosity index (VI) values for mixtures containing graphene nanoplatelets, reaching up to 150%, as compared to VB 6000. Regarding the tribological behavior, the friction coefficient achieved a reduction of up to 20% at room temperature (RT) and 26% at 60 °C for the hybrid containing all three nanoadditives (H3), outperforming the commercial fluid. Moreover, H3 demonstrated the most substantial reductions in wear volume (84%) and surface roughness (60%). The wettability of H3 benefited from the combined mechanisms of the applied nanoadditives; its application the contact angle decreased by 63%, revealing its outstanding spreadability. The results reveal the high potential of the H3 hybrid as a competitive and green metal working fluid that can replace hostile and toxic ones in industrial applications.

The production process significantly influences the surface properties of rolling element bearings raceways. Deep rolling can induce a depth dependent residual stress state. Previous numerical and experimental studies have shown that rolling bearings fatigue life can be positively influenced by high compressive residual stress to a depth of around 300 μm from the surface. By extending the components life, the resource efficiency of machine components can be increased. In order to determine the influence of the residual stress state in bearing fatigue life, a calculation method was developed for predicting the bearing fatigue life. This method was validated for hard-turning and subsequent deep rolling by experiments on a test rig in four-bearing configuration under radial load. An increase of the L₁₀ bearing life by a factor of 2.5 has been achieved by inducing residual stresses on the bearing's inner ring. Due to similar process control, the manufacturing steps turning and deep rolling were combined. Bearings were manufactured combining the processes hard-turning and deep rolling (called turn-rolling). The heat from the hard machining has an effect on the residual stresses in the bearing subsurface, thus further altering the magnitude and maximum depth of the residual stress influencing the microstructure. With these bearings, the additional fatigue life was determined experimentally and compared to the results of the bearings produced by hard-turning and subsequent deep rolling. It could be shown, that the process of hard turning and subsequent deep rolling has highest potential to achieve improved bearing fatigue life. These findings were transferred to a “Tailored Forming” shaft with integrated raceway in a second step. In this case, a shaft made of mild steel is combined with a cladding layer of high strength bearing steel to be used as a bearing raceway.