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Lubrication Basics
Training Topics
• Introduction
• Safety Moment
• What a Lubricant is Expected to do
• What is Friction (causes)
• Lubrication Regimens
• Lubrication Intervals
• One Minute Inspections
Mike Hitchcock, CLS, OMA-1
Engineer
719-338-8436
mhitchcock@acornpetroleuminc.com
Certified Lubrication Specialist (STLE)
Certified Oil Monitoring Analyst (STLE)
Integration Engineer
•Navistar Truck and Engine (Workhorse)
•General Motors
•Spartan Motors
Who We Are
Kettering Moment
Problems are the price of progress. Don't
bring me anything but trouble. Good
news weakens me.
Charles Kettering
What’s a Lubricant Expected To Do?
• Reduce Friction
• Minimize Wear
• Cool Parts
• Prevent Corrosion
• Disperse Contaminants
• Act as a Sealant
• Transmit Power
3 Keys to Successful Lubrication
• Viscosity
• Additives
• Lubrication Practices
Five Rights of Lubrication
•Right Type of Lubricant
•Right Quality
•Right Amount
•Right Place
•Right Time
Causes of Friction
• Friction is caused by
interactions at the surfaces
of adjoining parts
• At a microscopic level,
all surfaces are
“rough”
• Surface peaks
(asperities) may bond
to one another or
protrude into adjoining
surface Contact
Points
Load
Load
High Points
Called
Asperities
20
1
Relative
Scale
Major Causes of Friction
• Movement of
surfaces
requires an
applied force
great enough
to overcome
microscopic
surface
interactions
• Friction can
lead to high
wear
Adhesion (Micro “Spot-Welding”)
Abrasive Deformation (“Plowing”)
Asperity Override (With Adhesion  “Stick-Slip”)
G9800762
Attraction
Start of
Contact
End of
Contact
Driving
Gear
(Pinion)
Line of
Action
Driven
Gear
(Gear)
Low Shear
Strength
Film
G9800763
Ways to Reduce Friction
• Lower Adhesive
• Separate Surfaces With a Liquid (“Oil”)
Film
 Design moving parts to roll
over each other (minimize
slide/roll ratio)
Three Positions of a Shaft (Journal)
in a Bearing
A
At Rest
B
Starting Up
C
Steady Speed
Friction
Coefficient
Smooth
Rough
Surfaces
Hydrodynamic
Lubrication
0
Velocity
Lubrication and Friction
•Coefficient of Friction Varies With Velocity
Viscosity
Viscosity = Resistance to Flow
THE MOST IMPORTANT CHARACTERISTIC OF AN OIL!!
Viscosity
 Viscosity is a delicate
balance
• Viscosity too high
• More heat from
liquid friction
• Viscosity too low
• Mechanical friction
What Viscosity Does For Us
Viscosity
• The force required to slide one object over another when
the two surfaces are fully separated by a fluid is dependent
on the fluid’s viscosity
Stationary Surface
Moving Surface
Sheared
Liquid
Shear Force (per area)
Viscosity =
Shear Rate (flow)
The higher a fluid’s viscosity, the greater the
force (energy) required to slide the surfaces
at a given speed and gap
Viscosity is defined as a measurement of a fluid’s “RESISTANCE TO FLOW”
Viscosity and Temperature
• Lubricant Viscosity Decreases
Dramatically With Increasing
Temperature
[Log(Log X) Relationship]
• Viscosity Index (V.I.)
is a Measure of an Oil’s
Viscosity-Temperature
Behavior
• Multigrade Oils Have Higher
V.I.’s Than Single Grades, i.e.,
Their Viscosity Changes Less
With Temperature
Honey
SAE 30 Oil (100 V.I.)
0
100
1,000,000
Kinematic
Viscosity,
cSt
SAE 10W-30 Oil
(140 V.I.)
SAE 10W Oil
(100 V.I.)
100,000
10,000
1,000
10
5
Temperature, °F
Tar
Olive Oil
Cream
Water
300
260
220
180
140
100
60
20
-20 0 40 80
Polymer
Molecule
Oil
Associated
With Polymer
Increasing Temperature
Increasing Viscosity Contribution
(Increasing Effective Size of Polymer)
Viscosity Modifier Mechanism
Viscosity and Shear Rate
High Speed
Environments
Cause
Viscosity
“Shear Down”
Multigrade
Oils Can
Undergo
Permanent
Shear Losses
With Age
Oil Pan
Flow
Before
Screen
Across
Screen
 Behind Piston
Rings
 Valve Guides 
Pump Inlet
 Crankshaft and
Con Rod Bearings 
Piston Rings/
Cylinder Liner
10-1 100 101 102 103 104 105 106 107
Gears
Cams, Tappets
Viscosity
(Pa

Sec.)
Additive
Permanent
Shear Loss
Polymer
Additive
Shear Deformed
High Shear
Very High
Shear
Bond Breakage
+
Viscosity Grade Equivalents
G9900771
Regimes of Lubrication
(Dependent on Speed, Viscosity, and Load)
• Hydrodynamic
• Thick oil films
• Elastohydrodynamic (High Pressure)
• Thin oil films
• Extreme Pressure or Boundary Lubrication
• No oil film
BOUNDARY LUBRICATION
• Boundary Lubrication occurs in the absence of proper
lubrication film. Additives can coat surfaces to prevent
welding but tearing and damage can happen
Mixed or Boundary or Extreme
Pressure Lubrication
• Onset of metal/metal contact
• Need surface active anti-wear/anti-scuff (AW) and extreme pressure (EP) additive agents
to prevent metal/metal adhesion and to lower shear forces (friction)
Adhesion
(Spot Welding)
Boundary
Films
Elastohydro-
dynamic
Metal/Metal
Contact
Motion
Load
EP Film
Shearing
HYDRODYNAMIC LUBRICATION
• Continuous full-fluid film prevents metal to metal
contact . The entire load is supported by the
hydrodynamic pressure created by the fluid. The
viscosity of the fluid prevents the contact.
Hydrodynamic Lubrication
• Characteristic:
• Surfaces separated by an oil film
• Oil Film Thickness:
• 0.003 – 0.0001 inch
• Typical Examples:
• Plain and journal bearings such as pin and bushings, or
engine main or rod bearings
• Wear (in Steady Operation):
• Nil
ELASTOHYDRODYNAMIC
LUBRICATION
• Pressure increase in the contact zone increases the viscosity
• Trapped oil in the contact zone becomes a solid
• Metal surfaces in the contact zone are “elastically” deformed
• EHD friction (traction) from viscous shearing raises the contact zone
temperatures
• Examples: Rolling element bearings, gears, cams and followers, and
traction devices
Viscosity Versus Pressure
• Viscosity Increases Dramatically With Pressure
• High V.I. Base Oils Exhibit Relatively Small Pressure-Viscosity Changes
1,000,000
100,000
10,000
1,000
100
10
1
0 20 40 60 80 100 120 140
Pressure, Thousands of psi
Viscosity,
Centipoise
Tar
Honey
Olive Oil
Cream
Particle Contamination
How Big is a Micron?
40 m
Ref: Donaldson
100 m
10 m
1 m
PARTICLE SIZE
100 µm = Grain of Table Salt
40 µm = Lower Limit of Visibility
10 µm = Talcum Powder
2 µm = Bacteria
Unit of Measurement
1 Millionth of a
Meter (Micrometer)
or 0.000039"
µm = Micron Symbol
MICRON
Particles “Suspended” in Oil: <5-10 µm in Size
8 µm = Red Blood Cells
Mixed or Boundary or Extreme
Pressure Lubrication
• Characteristic:
• Surfaces separated by films of molecular dimensions
• Film Thickness:
• About 0.08-0.4 microinch
• Examples:
• Heavily loaded gears, diesel engine ring on liner at TDC,
valve trains
• Wear:
• High during running in period — then becomes
moderate to low depending on lubricant and additive
package
Industry Standards
• Engine Oils
• 250 Hours
• Hydraulic Oils
• 500 - 1000 Hours
• Coolants
• Annually
• Grease
• Daily/Shift
Industry Standards
Operating at 250 Hours is Equivalent to
11,250 Miles.
MODERN ENGINES
• MaxxForce 7
MODERN ENGINES
MODERN ENGINES
MODERN ENGINES
How Can We Extend Oil Drains?
• OEM’s Understand Oil Quality has Increased.
• Modern Oils Have no Aromatics (sulfur)
New Oil Technology
• Older Technology leaves
impurities that aids in
product deterioration
• Group II oils
600N
220N
100N
Group II
100S
N
325S
N
500S
N
Group I
Maintenance
Acronym to Remember is “FLAB”
Fasteners
Lubrication
Alignment
Balance
Drew Troyer is the originator of this Acronym
Where Do We Start
• Control Intrusion
Reduce Silica
Contamination
Where Do We Start
• Control Intrusion
Reduce Silica
Contamination
Reduce Water
Contamination
Reducing Costs
Using Analysis to Solve Problems
Reducing Costs
Using Analysis to Solve Problems
A Oil Analysis Program is at the heart of
any “BEST PRACTICES” program.
Life Extension Table
Life Extension Table
Up To The Task
Operators are the FIRST line of
defense when it comes to
maintenance issues
Where Do We Go From Here?
OMI
One Minute Inspections
OMI
• Temperature
• Touch
• Gauges
• Heat Guns
Doing this we discover a host of issues that can be easily
solved.
OMI
• Oil Volume
• Sight Gauges
• Dip Sticks
• Pressure
• Gauges or sensors at multiple locations
• Filter
• Delta P gauges
• Bypass indicators
OMI
• BS&W
• Samples at bottom of reservoir
• BS&W Bowls
• Ventilation
• Breathers
• Fumes
OMI
• Clear and Bright
• Samples
• Sight glass
• Leakage
• Fittings and Gaskets
• Hoses
OMI
• Fluid Surface and Headspace
• Foam
• Varnish
• Sludge
• Points of Entry
• Ingression Points
• Breathers
• Open covers
OMI
• Dirty Exterior
• Dirty outside = Dirty inside
• Vibration, Spits and Sputters
• Noise is a huge indicator of problems
• Grease Condition/Color
• Change in color (darkens)
• Watery discharge from bearings
• Hardening
Where to Start
• Independent Survey
• Assess Where You Are In The Process
• Equipment Status
• Training Requirements
• Commitment
• Call.
What we Talked About
• Introduction
• Safety Moment
• What a Lubricant is Expected to do
• What is Friction (causes)
• Lubrication Regimens
• Lubrication Intervals
• One Minute Inspections
Questions
Mike Hitchcock, CLS, OMA-I
719-338-8436
mhitchcock@acornpetroleuminc.com

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Session_7_-_Hitchcock.pdf

  • 2. Training Topics • Introduction • Safety Moment • What a Lubricant is Expected to do • What is Friction (causes) • Lubrication Regimens • Lubrication Intervals • One Minute Inspections
  • 3. Mike Hitchcock, CLS, OMA-1 Engineer 719-338-8436 mhitchcock@acornpetroleuminc.com Certified Lubrication Specialist (STLE) Certified Oil Monitoring Analyst (STLE) Integration Engineer •Navistar Truck and Engine (Workhorse) •General Motors •Spartan Motors
  • 5. Kettering Moment Problems are the price of progress. Don't bring me anything but trouble. Good news weakens me. Charles Kettering
  • 6. What’s a Lubricant Expected To Do? • Reduce Friction • Minimize Wear • Cool Parts • Prevent Corrosion • Disperse Contaminants • Act as a Sealant • Transmit Power
  • 7. 3 Keys to Successful Lubrication • Viscosity • Additives • Lubrication Practices
  • 8. Five Rights of Lubrication •Right Type of Lubricant •Right Quality •Right Amount •Right Place •Right Time
  • 9. Causes of Friction • Friction is caused by interactions at the surfaces of adjoining parts • At a microscopic level, all surfaces are “rough” • Surface peaks (asperities) may bond to one another or protrude into adjoining surface Contact Points Load Load High Points Called Asperities 20 1 Relative Scale
  • 10. Major Causes of Friction • Movement of surfaces requires an applied force great enough to overcome microscopic surface interactions • Friction can lead to high wear Adhesion (Micro “Spot-Welding”) Abrasive Deformation (“Plowing”) Asperity Override (With Adhesion  “Stick-Slip”) G9800762
  • 11. Attraction Start of Contact End of Contact Driving Gear (Pinion) Line of Action Driven Gear (Gear) Low Shear Strength Film G9800763 Ways to Reduce Friction • Lower Adhesive • Separate Surfaces With a Liquid (“Oil”) Film  Design moving parts to roll over each other (minimize slide/roll ratio)
  • 12. Three Positions of a Shaft (Journal) in a Bearing A At Rest B Starting Up C Steady Speed Friction Coefficient Smooth Rough Surfaces Hydrodynamic Lubrication 0 Velocity Lubrication and Friction •Coefficient of Friction Varies With Velocity
  • 13. Viscosity Viscosity = Resistance to Flow THE MOST IMPORTANT CHARACTERISTIC OF AN OIL!!
  • 14. Viscosity  Viscosity is a delicate balance • Viscosity too high • More heat from liquid friction • Viscosity too low • Mechanical friction
  • 16. Viscosity • The force required to slide one object over another when the two surfaces are fully separated by a fluid is dependent on the fluid’s viscosity Stationary Surface Moving Surface Sheared Liquid Shear Force (per area) Viscosity = Shear Rate (flow) The higher a fluid’s viscosity, the greater the force (energy) required to slide the surfaces at a given speed and gap Viscosity is defined as a measurement of a fluid’s “RESISTANCE TO FLOW”
  • 17. Viscosity and Temperature • Lubricant Viscosity Decreases Dramatically With Increasing Temperature [Log(Log X) Relationship] • Viscosity Index (V.I.) is a Measure of an Oil’s Viscosity-Temperature Behavior • Multigrade Oils Have Higher V.I.’s Than Single Grades, i.e., Their Viscosity Changes Less With Temperature Honey SAE 30 Oil (100 V.I.) 0 100 1,000,000 Kinematic Viscosity, cSt SAE 10W-30 Oil (140 V.I.) SAE 10W Oil (100 V.I.) 100,000 10,000 1,000 10 5 Temperature, °F Tar Olive Oil Cream Water 300 260 220 180 140 100 60 20 -20 0 40 80
  • 18. Polymer Molecule Oil Associated With Polymer Increasing Temperature Increasing Viscosity Contribution (Increasing Effective Size of Polymer) Viscosity Modifier Mechanism
  • 19. Viscosity and Shear Rate High Speed Environments Cause Viscosity “Shear Down” Multigrade Oils Can Undergo Permanent Shear Losses With Age Oil Pan Flow Before Screen Across Screen  Behind Piston Rings  Valve Guides  Pump Inlet  Crankshaft and Con Rod Bearings  Piston Rings/ Cylinder Liner 10-1 100 101 102 103 104 105 106 107 Gears Cams, Tappets Viscosity (Pa  Sec.) Additive Permanent Shear Loss Polymer Additive Shear Deformed High Shear Very High Shear Bond Breakage +
  • 21. Regimes of Lubrication (Dependent on Speed, Viscosity, and Load) • Hydrodynamic • Thick oil films • Elastohydrodynamic (High Pressure) • Thin oil films • Extreme Pressure or Boundary Lubrication • No oil film
  • 22. BOUNDARY LUBRICATION • Boundary Lubrication occurs in the absence of proper lubrication film. Additives can coat surfaces to prevent welding but tearing and damage can happen
  • 23. Mixed or Boundary or Extreme Pressure Lubrication • Onset of metal/metal contact • Need surface active anti-wear/anti-scuff (AW) and extreme pressure (EP) additive agents to prevent metal/metal adhesion and to lower shear forces (friction) Adhesion (Spot Welding) Boundary Films Elastohydro- dynamic Metal/Metal Contact Motion Load EP Film Shearing
  • 24. HYDRODYNAMIC LUBRICATION • Continuous full-fluid film prevents metal to metal contact . The entire load is supported by the hydrodynamic pressure created by the fluid. The viscosity of the fluid prevents the contact.
  • 25. Hydrodynamic Lubrication • Characteristic: • Surfaces separated by an oil film • Oil Film Thickness: • 0.003 – 0.0001 inch • Typical Examples: • Plain and journal bearings such as pin and bushings, or engine main or rod bearings • Wear (in Steady Operation): • Nil
  • 26. ELASTOHYDRODYNAMIC LUBRICATION • Pressure increase in the contact zone increases the viscosity • Trapped oil in the contact zone becomes a solid • Metal surfaces in the contact zone are “elastically” deformed • EHD friction (traction) from viscous shearing raises the contact zone temperatures • Examples: Rolling element bearings, gears, cams and followers, and traction devices
  • 27. Viscosity Versus Pressure • Viscosity Increases Dramatically With Pressure • High V.I. Base Oils Exhibit Relatively Small Pressure-Viscosity Changes 1,000,000 100,000 10,000 1,000 100 10 1 0 20 40 60 80 100 120 140 Pressure, Thousands of psi Viscosity, Centipoise Tar Honey Olive Oil Cream
  • 28. Particle Contamination How Big is a Micron? 40 m Ref: Donaldson 100 m 10 m 1 m PARTICLE SIZE 100 µm = Grain of Table Salt 40 µm = Lower Limit of Visibility 10 µm = Talcum Powder 2 µm = Bacteria Unit of Measurement 1 Millionth of a Meter (Micrometer) or 0.000039" µm = Micron Symbol MICRON Particles “Suspended” in Oil: <5-10 µm in Size 8 µm = Red Blood Cells
  • 29. Mixed or Boundary or Extreme Pressure Lubrication • Characteristic: • Surfaces separated by films of molecular dimensions • Film Thickness: • About 0.08-0.4 microinch • Examples: • Heavily loaded gears, diesel engine ring on liner at TDC, valve trains • Wear: • High during running in period — then becomes moderate to low depending on lubricant and additive package
  • 30. Industry Standards • Engine Oils • 250 Hours • Hydraulic Oils • 500 - 1000 Hours • Coolants • Annually • Grease • Daily/Shift
  • 31. Industry Standards Operating at 250 Hours is Equivalent to 11,250 Miles.
  • 33.
  • 37. How Can We Extend Oil Drains? • OEM’s Understand Oil Quality has Increased. • Modern Oils Have no Aromatics (sulfur)
  • 38. New Oil Technology • Older Technology leaves impurities that aids in product deterioration • Group II oils 600N 220N 100N Group II 100S N 325S N 500S N Group I
  • 39. Maintenance Acronym to Remember is “FLAB” Fasteners Lubrication Alignment Balance Drew Troyer is the originator of this Acronym
  • 40. Where Do We Start • Control Intrusion Reduce Silica Contamination
  • 41. Where Do We Start • Control Intrusion Reduce Silica Contamination Reduce Water Contamination
  • 42. Reducing Costs Using Analysis to Solve Problems
  • 43. Reducing Costs Using Analysis to Solve Problems A Oil Analysis Program is at the heart of any “BEST PRACTICES” program.
  • 46. Up To The Task Operators are the FIRST line of defense when it comes to maintenance issues
  • 47. Where Do We Go From Here? OMI One Minute Inspections
  • 48. OMI • Temperature • Touch • Gauges • Heat Guns Doing this we discover a host of issues that can be easily solved.
  • 49. OMI • Oil Volume • Sight Gauges • Dip Sticks • Pressure • Gauges or sensors at multiple locations • Filter • Delta P gauges • Bypass indicators
  • 50. OMI • BS&W • Samples at bottom of reservoir • BS&W Bowls • Ventilation • Breathers • Fumes
  • 51. OMI • Clear and Bright • Samples • Sight glass • Leakage • Fittings and Gaskets • Hoses
  • 52. OMI • Fluid Surface and Headspace • Foam • Varnish • Sludge • Points of Entry • Ingression Points • Breathers • Open covers
  • 53. OMI • Dirty Exterior • Dirty outside = Dirty inside • Vibration, Spits and Sputters • Noise is a huge indicator of problems • Grease Condition/Color • Change in color (darkens) • Watery discharge from bearings • Hardening
  • 54. Where to Start • Independent Survey • Assess Where You Are In The Process • Equipment Status • Training Requirements • Commitment • Call.
  • 55. What we Talked About • Introduction • Safety Moment • What a Lubricant is Expected to do • What is Friction (causes) • Lubrication Regimens • Lubrication Intervals • One Minute Inspections
  • 56. Questions Mike Hitchcock, CLS, OMA-I 719-338-8436 mhitchcock@acornpetroleuminc.com