Basics of Lubricants Lubrication

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    Meaning of lubrication

    Friction - is createdwhen there isrelative motion between two surfaces

    Resistance to motionis defined asfriction

    Lubrication is use of a material

    between surfaces to reduce friction Any material usedis called a lubricant

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    Methods of lubrication

    Two main methods

    Hydrodynamic lubrication

    Boundary lubrication

    Hydrodynamic lubrication

    Also called complete or full flow

    Occurs when two surfaces arecompleted separated by a fluid film

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    Methods of lubrication cont..

    Two main methods

    Hydrodynamic lubrication

    Boundary lubrication

    Boundary lubrication

    Occurs when Hydrodynamic lubricationfails.

    By adsorption or chemical reaction

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    Types of Lubricant - Physical

    Liquid

    Solid

    Semi solid

    Gases

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    Types of Lubricant - Physical

    Liquid Typical lubricants are liquid/fluids

    Mineral oil or synthetic oils

    Solid Graphite, MoS2

    Semi solid Greases

    Gases Atomised 2 stroke oils

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    Typical lubricants - Application

    Engine oils

    Gear Oils

    Turbine Oils Hydraulic Oils

    Metal working oils

    Cutting oils

    Forming Oils

    Rust preventives

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    Typical lubricants - Application

    Heat Transfer Oils

    Heat Treatment Oils

    Quenching Oils Tempering Oils

    Refrigeration Oils

    Rubber Process Oils Ink process Oils

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    Lubricant - Components

    Base Oils

    Mineral by-products of crude oil refining

    process. Base oils are polymerized or

    synthesized further and called synthetic

    Additives Natural

    Synthetic

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    Function of a lubricant

    Lubricate - Reduce friction

    Cooling - Heat transfer

    Cleaning - Detergency

    Noise pollution - dampening

    Sealing prevent leakage Protection prevent wear

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    Lubricate reduce friction

    The effects of friction

    Metal to metal contact

    Leads to wear and tear Generates heat

    Results in Power loss

    Lubricant reduces friction byforming a film

    Reduces ill effect of friction

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    Cooling

    When fuel is burnt in an engine

    33% is useful power

    33% removed by cooling water

    33% by lube oil and radiation

    Lube oil removes heat from all areas

    and brings it to the engine sump. Improper cooling can lead to over

    heating, lead to wear, distortion andfailure.

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    Cleaning

    Cleans carbon and varnish deposits

    Flushes the entire system removing

    Soot Deposits

    Acids

    Wear products

    Moisture

    Removes external contaminants dust,moisture (external)

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    Noise reduction

    Reduce noise

    By preventing metal to metal contact

    Dampens noise As between camshaft and tappet

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    Sealing

    Oil film

    Between piston ring and liner

    Helps in creating a gas tight seal

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    Protection

    Protection against acids andmoisture

    Very important to increase life ofcomponent and equipment

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    Properties of lubricants

    Kinematic viscosity

    Viscosity index

    Pour Point

    Flash Point

    Total Base Number (TBN)

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    Properties of lubricants

    Kinematic viscosity

    Measure of internal resistance to flow

    Thickness of fluid (in laymen terms) Decreases with increase in temperature

    Important in lubricant selection

    Increase in used oil indicates oxidation

    Specified at 40C and 100C Measured in Centi Stokes (CSt)

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    Kinematic Viscosity -Recommendations

    Low Viscosity oils used

    High speeds

    Low pressure Low temperature

    High Viscosity oils used

    Low speeds High pressure

    High temperature

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    Properties of lubricants

    Viscosity index

    Measure of fluids change of viscosity

    with temperature. Empirical number

    Higher the VI lower will be thechange of viscosity with temperature

    Indicator of temperature range ofoperations

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    Properties of lubricants

    Pour Point

    Lowest temperature at which the fluid

    will flow Indicates lowest operating

    temperature

    Measured in C

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    Properties of lubricants

    Flash Point

    Lowest temperature at which the vapor

    above the liquid will ignite under flame Indicated safe maximum temperature of

    operation.

    Indicator of volatility

    Test method - COC and PMCC

    Measured in C

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    Properties of lubricants

    Total Base Number (TBN)

    Measured the acid neutralizingreserve in oil.

    Important for deciding discard of oil

    Decreases due to

    Oxidation of oil

    Water contamination Fuel contamination

    Measured in Mg KOH/gm of oil

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    Lab Tests - for lubricants

    ASTM D 445

    ASTM D 2250

    ASTM D 97

    ASTM D 92 (COC)

    ASTM D 93 (PMCC)ASTM D 664

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    Kinematic viscosity

    Viscosity indexPour PointFlash Point

    Total Base Number(TBN)

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    What are additives

    Lubricant additives

    classified on their functional capability

    Enhance existing property

    Suppress undesirable property

    Impart new property

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    What are additivesWhat they do in Engine Oils

    Protect metal surfaces

    - (rings, bearings, gears, etc.)

    Extend the range of lubricantapplicability

    Extend lubricant life

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    Surface Protective additives

    Anti wear and EP Agent

    Corrosion & Rust inhibitor

    Detergent

    Dispersant

    Friction modifier

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    Surface Protective additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Anti wear & EP Agent

    Reduce friction & wear.

    Prevent scoring & seizure

    ZDDP, Organic Phosphates, acidphosphates, organic sulfur and chlorinecompounds etc.

    Chemical reaction with metal surfaceand forms a film.

    Prevents metal-to-metal contact

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    Surface Protective additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Corrosion and Rust Inhibitor

    Prevent corrosion and rusting of themetallic parts in contact with lubricant

    ZDDP, Metal phenolates, Basic Metalsulphonates, fatty acid & Amines.

    Preferential adsorbtion of polarconstituent on metal surface.

    Provide protective film

    Neutralize corrosive acids

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    Surface Protective additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Detergents

    Keep surface free of deposits

    Metallo organic compounds of Sodium,Calcium and Magnesium phenolates

    Phosphonates and sulphonates

    Chemical reaction with sludge andvarnish percursors to neutralize themand keep them soluble

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    Surface Protective additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Dispersant

    Keep insoluble contaminantsdispersed in the lubricant

    Alkylsuccinimides, alkylsuccinic estersand mannich reaction products

    Contaminants are bonded by polarattraction to dispersant molecules.

    Prevented from agglomerating

    Kept in suspension due to solubility ofdispersant

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    Surface Protective additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Friction modifier

    Alters coefficient of friction

    Organic fatty acids and amides.

    Lard Oil, high molecular weightorganic phosphorus.

    Phosphoric acid esters

    Preferential adsorbtion of surfaceactive materials

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    Performance additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Pour Point Depressant

    Enable lubricant to flow at lotemperature

    Alkylated naphthalene

    Phenolic polymers, Ploymethacrylates

    Maleate/fumerate copolymer esters

    Modify wax crystal formation to reduceinterlocking

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    Performance additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Seal swell Agent

    Swell elastomeric seals, gaskets

    Organic phosphates

    Aromatic hydro carbons

    Chemical reaction with with elastomerto cause slight swell.

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    Performance additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Viscosity modifier

    Reduce the rate of viscosity changewith temperature

    Polymers and copolymers of olefins,methacrylates, dienes

    Alkylated styrenes.

    Polymers expand with increasing

    temperatures

    This counteract oil thinning

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    Performance additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Antifoamant

    Prevent lubricant from forming apersistent foam

    Silicone polymers

    Organic copolymers

    Reduce Surface tension to speedcollapse of foam

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    Performance additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Antioxidant

    Retard oxidative decomposition

    ZDDP,

    Hindered phenols, Aromatic Amines,sulfurized phenols

    Decompose peroxides

    Terminates free-radical reactions

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    Performance additives- Automotive Lubricants

    Additive type

    Purpose

    Typical

    compounds

    Function

    Metal deactivator

    Reduce catalytic effect of metals onoxidation rate

    Organic complexes containingnitrogen or sulfur

    Amines, sulphides and Phosphates

    Forms inactive film on metal surfaces

    by complexing with metallic ions

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    Lubricant - Nomenclatureand Specifications

    Nomenclature Crankcase oils - SAE numbers Viscosity classification ISO 3448 Grease NLGI Numbers

    Performance

    Crankcase oils - Performance levels Crankcase oils OEM Specifications US Military US-MIL-2104

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    2000

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    Viscosity Grade Classification

    Systems

    ISO Industrial Oils

    cSt @ 40C

    AGMA Industrial Gear Oils

    cSt @ 40C

    SAE Engine Oils

    cSt @100C, cP @150C

    cP @ -10

    C to -40

    C

    SAE Gear Oils

    cSt @100C

    cP @ -12C to -55C

    1500

    1000800

    600500

    400

    300

    200

    150

    10080

    6050

    40

    30

    2015

    10

    cSt @ 40CSUS @ 100F

    100

    60

    200

    300

    500

    1000

    2000

    3000

    5000

    1500

    1000

    680

    460

    320

    220

    150

    100

    68

    46

    32

    22

    15

    10

    1

    2

    3

    4

    5

    6

    7

    8

    8A

    50

    40

    30

    20

    15W

    10W

    5W&0W

    140

    90

    85W

    80W

    75W

    400

    100

    60

    200

    300

    500

    1000

    2000

    3000

    10000

    5000

    400

    ISO VG AGMA SAE SAE Eng ine Gear

    Oils Oils

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    Lubricant - Specifications

    Crankcase oils - SAE numbers

    Crankcase oils - Performance levels

    Crankcase oils OEM Specifications Viscosity classification

    Grease specification

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    Major specifyingorganizations

    SAE Society of Automotive Engineers(USA)

    API - American Petroleum Institute

    US Military Specs US - MIL 2104 - CCMC European Specification ISO International Standard Organization

    ISO 3348 NLGI National Lubricating Grease Institute

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    SAE viscosity grades forengine oils

    Designated With corresponding viscosity

    For high temperature application Warmer areas/regions SAE 20

    SAE 30

    SAE 40 SAE 10

    SAE 50

    SAE 60Hussam Adeni [email protected]

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    SAE viscosity grades forengine oils

    Designated With corresponding viscosity

    For low temperature application Colder areas/regions SAE 0 W

    SAE 5 W

    SAE 10 W SAE 15 W

    SAE 20 W

    SAE 25 WHussam Adeni [email protected]

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    SAE viscosity grades forMono grades - Engine Oils

    Mono grades are designatedwith single SAE number

    SAE 10, 20, 30, 40, 50 SAE 5W,10W, 15W,20W,25W

    Can be used either in summer seasonor in winter seasons.

    Gradual shift to multi grades. Shift also due to lower oil

    consumption by multi grades

    Available as Engine oil and Gear Oils

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    SAE viscosity grades forMulti grades - Engine Oils

    Multi grades are designatedwith two SAE number

    Widely in use today SAE 10w/30, 15w/30, 25w/50

    SAE 5W/30, 20W/40

    Suitable for use in winter and summermonths or seasons

    Available in Engine oils & Gear oil

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    SAE Crankcase Oil - Viscosityclassification Summer Service

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    Low temp viscosities High temp viscosities

    SAEViscosityGrade

    Enginecranking Max.cPs at Temp

    (C)

    Max. Temp forpumping

    viscosity of60,000 cP(C)

    Vis. at 100C, cSt High shear(cP) 150C &106S- MinMin Max

    Summer Service

    20 -- - 5.6

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    API Automotive Gasoline EngineService Categories SA, SB,

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    Category Related IndDefinitions

    Engine Test Requirements

    SA Straight Min None

    SB Inhibited only CRC L-4 Sequence IIA Sequence IIIA

    SC 1964 Models CRC L-38Sequence IV

    Sequence IIASequence V

    Sequence IIIAFuel -1% S

    SD 1968 Models CRC L-38Sequence IVCaterpillar L-1

    Sequence IIBSequence VBCaterpillar IH

    Sequence IIIBFalcon Rust

    SE 1972 Models CRC-L-38Sequence IIID

    Sequence IIBSequence VC

    Sequence IIICSequence VD

    SF 1980 Models CRC-L-38Sequence IIIE

    Sequence IIDSequence VD

    Sequence IIID

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    API Automotive Gasoline EngineService Categories SA, SB,

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    Category Related IndDefinitions

    Engine Test Requirements

    SG 1989 Models CRC-L-38Sequence VE

    Sequence IIDCaterpillar IH2

    Sequence IIIE

    SH1994 Models CRC-L-38

    Sequence VESequence IID Sequence IIIE

    Category SA, SB, SC, SD, SE,SF,SG,SH have been declared as obsolete.

    SJ 1997 Models CRC-L-38Sequence VE

    Sequence IID Sequence IIIE

    SL 2001 Models Sequence IIIFSequence VIII Sequence IVA Sequence VG

    SM 2004 Models Sequence IIIGSequence VIII

    Sequence IVA Sequence VG

    Category SJ, SL, SM, are currently valid.

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    API Automotive Diesel EngineService Categories CA, CB,

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    Category RelatedUS Mil spec

    Engine Test Requirements

    CA MIL-L-2104A CRC L-38 Caterpillar L-1 Fuel 0.4% S

    CB MIL-L-2104A

    Supplement 1

    CRC L-38 Caterpillar L-1 Fuel 0.4% S

    CC MIL-L-2104BMIL-L-46152B

    CRC L-38 Sequence IID Caterpillar IH2

    CD MIL-L-2104C/D/E,MIL-L-45199B,Series 3

    CRC L-38 Caterpillar I G2

    CD-II MIL-L-2104D/E2 stroke Hvy Dty

    CRC L-38 Caterpillar 1 G2 Detroit Diesel6V53T

    CE None CRC L-38Mack T-6

    Caterpillar 1 G2Mack T-7

    Cummins NTC 400

    CF None CRC L-38 Caterpillar 1M-PC

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    API Automotive Diesel EngineService Categories CA, CB,

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    Category Related IndSpec

    Engine Test Requirements

    CF-2 None CRC L-38 Detroit Diesel 6V92TA Caterpillar 1M-PC

    CF-4 None CRC L-38

    Mack T-7

    Cummins NTC-400 Caterpillar 1K

    CG-4 None CRC L-38Mack T-8

    Sequence IIIERFWT

    Caterpillar 1N

    CH-4 None Mack T8ERFWT

    Sequence IIIEMach T-9

    Caterpillar 1P, 1KCummins M 11

    CI-4None RFWT

    EOAT

    Cummins M11 EGR

    Mack T-8E, T-10Caterpillar 1R, 1KSequence IIIF

    CI-4Plus None RFWTEOAT

    Cummins M11 EGRMack T-8E, T-10,T-11

    Caterpillar 1R, 1KSequence IIIF

    CA to CE obsolete; CF onwards are currently valid

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    ISO 3448 Kin Vis - CSt 40Cvs SUS 100F (40C)

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    Midpoint Minimum Maximum SUS 100F

    VG 2 2.2 1.98 2.42

    VG 3 3.2 2.88 3.52

    VG 5 4.6 4.14 5.06VG 7 6.8 6.12 7.48

    VG 10 10 9 11 60

    VG 15 15 13.5 16.5 75

    VG 22 22 19.8 24.2 105

    VG 32 32 28.8 35.2 150

    VG 46 46 41.4 50.6 215

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    ISO 3448 Kin Vis - CSt 40Cversus SUS 100F (40C)

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    Midpoint Minimum Maximum SUS 100F

    VG 68 68 61.2 74.8 315

    VG 100 100 90 110 465

    VG 150 150 135 165 700VG 220 220 198 242 1000

    VG 320 320 288 352 1500

    VG 460 460 414 506 2150

    VG 680 680 612 748 3150

    VG 1000 1000 900 1100 4650

    VG 1500 1500 1350 1650 7000

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    National Lubricating GreaseInstitute - NLGI Numbers

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    NLGI Grade Number ASTM worked penetration 77F(25C)

    000 445 - 475

    00 400 - 430

    0 355 - 385

    1 310 - 340

    2 265 - 295

    3 220 - 2504 175 - 205

    5 130 - 160

    6 85 - 115

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    Thank you