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    Chapter 3

    LUBRICANTS

    3.1 INTRODUCTION

    Lubricants are put between two surfaces t o prevent direct contact. They may be

    subdivided into solid lubricants and fluid lubricants.

    Fluid lubricants are used in hydrostatic lubrication; these may be subdivided

    into liquid lubricants and gaseous lubricants. Of the two, liquid lubricants are more

    frequently employed, including water, also utilized in the first hydrostatic experi-

    ments (ref.

    1.1),

    and liquid metals, especially sodium. But the liquid lubricants most

    often employed are mineral lubricants. Nowadays synthetic lubricants are also

    used.

    Mineral lubricants are obtained from the distillation and refining processes of

    crude petroleum, which is separated into fractions of progressively decreasing

    volatility, with the elimination of the unwanted ones. Mineral oils are made up of

    hydrocarbons, i.e., compounds

    of

    hydrogen and carbon.

    Synthetic lubricants are produced by the substantial chemical modification of

    raw materials, which may also be obtained from crude petroleum.

    Mineral lubricants are mainly used in hydrostatic lubrication.

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    36

    HYDR OSTAT IC LUBRICATION

    3.2 MINERAL LUBRICANTS

    3.2.1 Types

    Hydrocarbons, which mineral lubricants are mainly made up of, have three ba-

    sic structures: paraffinic, naphthenic, and aromatic. Figure 3.1 shows their typical

    configurations.

    Paraffinic hydrocarbons generally predominate in mineral lubricants, followed

    by naphthenic hydrocarbons. Aromatic hydrocarbons are usually few in number.

    If the percentage of carbon present in paraffinic chains is considerably higher

    than the percentage in naphthenic rings, the lubricant is called a paraffinic lubri-

    cant; otherwise, it is called a naphthenic lubricant. Even a small amount of carbon

    in aromatic rings helps boundary lubrication, owing

    to

    the presence

    of

    unsaturated

    bonds.

    - a -

    - b -

    -C

    H

    I

    I

    Fig.

    3.1

    Typical hydrocarbon configurations:a- paraffinic chain;b the so-called naphthenic ring;

    c

    aromatic ring.

    3.2.2 Viscosity

    Viscosity represents the internal friction of a fluid. Consider two layers in a

    fluid, a distance dy apart (Fig. 3.2) . If we apply a tangential stress z along one of

    these layers and observe a shear rate d u d y , with u as the velocity d x l d t , then we

    may define the differential viscosity as p~ (ref. 3.1)

    Note tha t Eqn 3.1 does not imply that the ratio 6zZx /&du dy ) s necessarily con-

    stant throughout the fluid

    or

    during the time

    of flow.

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    LUBRICANTS

    37

    Fig.

    3.2

    Laminar shear between parallel planes in

    a

    fluid.

    If

    Sz,,/

    & du ld y ) is constant and the shear rate is zero when the shear stress is

    zero, then a flow is said to be

    Newtonian.

    The conditions for a Newtonian flow are:

    3.2)

    d u O when z = O

    dY

    A fluid which conforms to Eqn 3.2 is called Newtonian. Indeed, we owe Eqn 3.2

    to Newton.

    Figure

    3.3

    illustrates a number of ideal shear rate curves against the shear

    stress of a Newtonian fluid the straight line through the origin),a pseudoplastic

    fluid, a dilatant fluid, and a pseudoplastic material for example a grease) with a

    yield

    stress

    ref.

    3.1, 3.2).

    I

    Shear stress,Z

    Fig.

    3.3

    Shear

    rate -

    shear s tress characteristics

    of

    materials:

    A

    - Newtonian fluid;

    B -

    pseudoplastic

    fluid;C - dilatant fluid; D - pseudoplastic material.

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    3 8 HYDROSTATIC LUBRICATION

    Parameter

    p,

    defined by Eqn 3.2, is called dynamic viscosity. In system SI its

    unit is Ndm2 or Pas, in system c.g.s. it is dynes/cm2o r poise.

    Mineral lubricants and synthetic lubricants of low molecular weight are Newto-

    nian in many practical working conditions.

    In many fluid flow problems the ratio

    3.3)

    is used, where p is the density of the fluid,

    v

    is the kinematic viscosity, its SI unit is

    m2/s and its c.g.s. unit is cm2/s o r Stoke (St).

    In selecting a n oil for a given application, viscosity

    is

    a primary consideration,

    especially from the point of view of its change with temperature. Various systems

    are used to classify and identify oils according

    t o

    viscosity ranges, including the

    Viscosity system for Industrial Fluid Lubricants , devised by IS0 (Std

    3448)

    nd

    now coming into wide use. Viscosity systems establish a series of definite viscosity

    levels as a common basis for specifying the viscosity of industrial fluid lubricants.

    Reference viscosities are measured in mmVs

    o r

    cSt (centistokes) at the reference

    temperature of 40C.The viscosity ranges and the corresponding marks

    t o

    classify

    oils are shown in Table

    3.1,

    for

    v=5.06+242

    cSt.

    For

    comparison, the partial

    S A E

    (Society of Automotive Engineers) classification is also shown. The reference tem-

    perature of the

    SAE

    classification is lOO C, nd

    sUmx

    W is intended for use in cases

    where low ambient temperature is encountered.

    TABLE

    3.1

    Viscosity System for Industrial Fluid Lubricants.

    I

    Viscosity System Grade Mid-Point viscosity Kinematic viscosity

    Classification cSt (m 2 /s )a t

    40C limits

    and Identification cSt (mm%)at

    40C

    Min

    Max

    I S 0 VG 5

    4.6 4.14 5.06

    IS0 VG 7 6.8 6.12 7.48

    ISOVG

    10 10 9 .0 11.0

    I S 0 VG 15 15 13.5 16.5

    I S 0

    VG 22 22 19.8 24.2

    I S 0

    VG

    32 32 28.8 35.2

    I S 0

    VG 46 46 41 .4 50.6

    I S 0 VG

    68 68 61 .2 74.8

    I S 0

    VG

    100

    100 90.0

    110

    I S 0

    VG

    150 150 135 165

    I S 0

    VG 220 220 198 242

    S A E

    Classification

    5w

    low

    2 0 w

    30

    5

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    LUBRICANTS 39

    (i) Viscos i ty- temperature.The viscosity of liquid lubricants decreases with in-

    creasing temperature. Variations in temperature may be due t o external causes

    and to energy dissipated because of viscous friction and changed to heat.

    The following is an equation of the viscosity-temperature relationship, which is

    simple but fairly accurate:

    (3.4)

    where po is the viscosity at reference temperature To and

    p

    is a constant determined

    from measured values of the viscosity; its dimension is that of the inverse of tem-

    perature.

    Another widely-used equation is

    log log(v a a

    -

    b logT

    3.5)

    where a and b are constants, and a varies with the viscosity level. For viscosities

    over 1.5 cSt,

    a

    is

    0.8;

    above 1.5 cSt, a is 0.6. Using this type of log-log relationship,

    charts have been worked out in which viscosity

    is

    represented by straight lines. In

    Fig.

    3.4

    Eqn

    3.5

    is plotted for certain typical trade lubricants, which have been clas-

    sified in conformity with IS0 (in actual fact IS0

    VG 46

    and

    IS0 VG 68

    fall a little

    outside the kinematic viscosity limits at

    40C).

    The diagrams refer t o a

    Viscos i t y

    Index =lo0

    o r a little higher (ref.

    3.3).

    Note that the log-log relationship compresses

    the scale for high values of viscosity, so

    a

    graphic error of

    1

    may produce an error

    of as much as

    10

    cSt.

    Ever since the Thirties, the viscosity index ( V n has been of practical use for the

    approximate estimation of the behavior of kinematic viscosity with temperature. It

    makes i t possible to give a numerical value t o such behavior.

    The viscosity index is based on two groups

    of

    oils. In one group, that is naph-

    thenic in nature,

    VZ=O

    because of its sensitivity t o temperature; in the other, that is

    paraffinic in nature,

    VZ=100

    because of its lower sensitivity.

    Two oils are selected, one for each group, with the same viscosity at

    100C

    as the

    oil to be tested. The viscosities of the three oils at

    40C

    are then evaluated. Taking

    L

    as the value of the oil with

    VI=O,H

    as that of the oil with

    VI=lOO,

    and

    U

    as that

    of

    the oil being tested, the viscosity index is given by the equation

    L -u

    vz=

    ---loo

    L - H

    3.6)

    A t

    present the

    VZ

    of mineral oils is often larger than

    100,

    and

    as

    Eqn

    3.6

    gives

    largely inexact results for

    VZ>lOO,

    an empirical equation can be used:

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    LUBRICANTS

    41

    -40 -20

    0

    20 40

    60 80 100 120

    140

    160 180 200

    TEMPERATURE .Dc

    Fig. 3.5 Viscosity-temperaturebehavior for oils with different viscosity index

    where

    po is

    the viscosity a t atmospheric pressure and is a constant determined

    from measured values of viscosity; its dimension is that of the inverse

    of

    a pressure.

    Indeed, pronounced deviations from the above relation are often encountered.

    Naphthenic oils are more sensitive to pressure than paraffinic ones.

    A t

    hydrostatic pressures

    viscosity may be considered t o be constant with

    pressure.

    3.2.3

    Oiliness

    Oiliness may be defined

    as

    the capacity of a fluid to adhere t o the surfaces of

    materials. In usual conditions, especially if pressures are not high, the forces of

    molecular adhesion are sufficient. If pressures increase, adsorption of the fluid on

    the surfaces is then necessary. Adsorption

    occurs

    especially if polar molecules are

    present in the fluid, i.e. molecules in which a permanent separation exists between

    the positive and negative electric charges.

    Mineral lubricants are not very oily, which is particularly unfavorable in

    boundary lubrication.

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    42 HYDROSTATIC LUBRICATION

    3.2.4

    Density

    As is well known, the density of a liquid is the mass of a unit volume, generally

    calculated at 15C. In paraffinic mineral oils p=0.85 0.89 kgfdm3;

    in

    naphthenie

    mineral oils p=0.90-0.93 kg/dm3. Density varies with temperature and with

    pressure.

    (i) Thermal expansion. For a liquid, thermal expansion can be defined as the

    property of being changed in density with temperature. It can be stated approxi-

    mately by the equation

    p T) po 11

    -

    a ( T -To)]

    (3.8)

    where a increases as p decreases; approximately: a=4.1.10-4

    +

    8.2.10-40C-1 or

    p=0.22+0.01 Ns/m2.

    In hydrostatic lubrication thermal expansion is often negligible.

    (ii) Compressibi l i ty . The compressibility of a liquid can be defined a s the prop-

    erty of being changed in density with pressure:

    (3.9)

    Compressibility can also be expressed as a change in volume with pressure; indeed,

    if V is the volume (of a mass M f liquid, then from Eqn 3.9

    1 d V

    c=- - -

    v

    dP

    (3.10)

    Compressibility changes with pressure and temperature; it a lso changes with

    molecular structure, but cannot be changed by means of additives, since it is a phys-

    ical property of the base liquid.

    Very often, instead of compressibility, its reciprocal

    is

    used: the

    bulk modulus

    KL. igure

    3.6

    (ref. 3.4) shows

    a

    method for predicting the bulk modulus of mineral

    oils:

    1) with density pT calculated a t ambient pressure (105 Pa) and a t the desired

    temperature T, Fig. 5.6.a defines the bulk modulus at pressure 1380.105

    Pa;

    2

    with this bulk modulus enter into Fig. 3.6.b: a vertical line at the intersec-

    tion with the 1380.105 Pa line gives the modulus a t any other pressure

    and at the selected temperature.

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    LUBRlCANTS

    43

    - a - - b -

    690

    0 80 160 240 320 400 480 560

    (-18 27 71 116 160 204 249 293)

    TEMPERATUREFF, (OC)

    Fig. 3.6 Bulk modulus of mineral oils

    3450

    3105

    E

    2760

    cn

    2415

    2

    2070

    n

    p 1725

    1380

    1035

    /

    /

    /

    p = 5

    M N ~

    For instance, let us consider a mineral oil with density p,=0.90 kg/dm3at ambi-

    ent pressure and at temperature

    T=40C:

    ts

    bulk modulus a t pressure -5 MPa and

    at the same temperature is

    K1=1680

    MN/m2.

    Alternatively, bulk modulus K Lcan be calculated by the semi-empirical equation

    ref.

    3.6)

    K1= 1,44

    +

    0,15

    logv)

    [10.00235 20-n].1095.6p ,

    Nm-2

    3.11)

    where v is the kinematic viscosity in cSt at a temperature of

    20C

    and at ambient

    pressure;

    T is

    the temperature in

    C;

    p

    is

    the pressure in Pa.

    So,

    if the dynamic

    viscosity of the oil in the previous example is

    p 0 . 06

    Ns/m2, from Eqn

    3.11

    the bulk

    modulus is

    K2=1570MN/m2.

    Values of

    K1

    obtained from Fig

    3.6

    or by means of Eqn

    3.11

    are

    fit

    for high pres-

    sures; nevertheless they can also be used, approximately, at mean and low pres-

    sures the equation is preferable), as seen in the examples.

    (iii)Gas solubility. Solubility of gases in liquids is

    a

    physical phenomenon which

    can be evaluated by the ratio

    3.12)

    where Vgis the gas volume and Vi is the liquid volume, at the given partial pres-

    sure of the gas and at the given temperature.

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    4 4 HYDROSTATIC LUBRICATION

    Solubility varies with pressure and temperature. In Fig. 3.7.a solubility of air

    versus pressure is shown in a mineral oil (Mil-h-5606A) and in other liquids (ref.

    3.5). Also

    at

    higher temperatures air solubility varies almost linearly. Figure 3.7.b

    shows solubility versus temperature in the case of certain gases in

    a

    mineral oil

    with p=850 kg/m3

    The air dissolved m a y affect lubricant properties, such as viscosity which grows

    worse. The air dissolved in an oil comes out of solution when temperature and pres-

    sure decrease and may produce air bubbles and foam.

    - a -

    b-

    MINERAL

    OIL

    0 2 4 6 8 1 0

    0

    25 50

    75

    100 125

    PRESSURE, MP a TEMPERATURE PC

    Fig. 3.7 Solubility

    of

    gase s versus: a- pressure; b- temperature.

    (iv)Air entrainment. Common causes

    of

    entrained air in a liquid are, for ex-

    ample, leaks in the pump suction

    or

    when the return line discharges liquid above

    its surface level in the reservoir.

    In any case, air is inevitably taken into a mineral oil as it passes into a lubricat-

    ing system so that the oil in the reservoir may contain as much as 15%of dispersed

    air (ref. 3.7). In a large and suitable reservoir this air should be given up and re-

    duced, after a fairly long time, t o about 1.5%, and after a very long time t o about

    0.5%. But the air bubble content is rarely reduced to the desired levels.

    Air

    bubbles, when compressed, go into solution, but not immediately. In Fig.

    3.8, the percentage of air bubbles dissolved in a hydraulic oil is shown as a function

    of time, for certain pressures (ref. 3.5). We see, for example, that for p=3 MPa, after

    1

    second, less than 10%of the air bubbles

    go

    into solution. Thus, as a result

    of

    the oil

    velocity in the supply lines of hydrostatic systems (0.5t50 m/s and even more), these

    percentages are generally

    low.

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    LUBRICANTS

    45

    40

    0 1 2

    3

    4

    5

    T I M E

    ,

    s

    Fig 3.8

    Rate of solution

    of air

    bubbles in a mineral oil.

    Air viscosity is low, i.e. p=1.78.10-6 Ns/m2 a t l0C and 0,981.105 Pa; therefore,

    entrained air affects the viscosity

    of

    oils. Fortunately, the effect

    is

    relatively slight,

    and can be expressed by the empirical relation

    lp

    = (1+ 0.015 B )

    where

    B is

    the percentage of bubble content,

    p o

    the viscosity of

    oil

    and pb the effective

    viscosity of bubbly oil.

    The

    ir

    bulk modulus

    is

    also low,

    so

    the entrained air affects the actual bulk

    modulus

    of

    oils. The equation of state of a perfect gas (to which air may be assimi-

    lated)

    for

    an adiabatic process

    to

    which the compression of air bubbles in mineral

    oils may be compared) is

    p VCP ~V =

    const. (3.13)

    where cp and

    c v

    are the specific heats a t constant pressure and constant volume,

    respectively. If Eqn 5.13 s introduced into Eqn 5.10, the bulk modulus

    Ka

    of air

    is

    obtained

    (3.14)

    A t temperature T=40 C and at pressure p=0.981.105 Pa, we have cp=1.0048~103

    J/kg C, and cv=0.717.103 J/kg C; thus we have cplcv=1.401,and Ka=1.37.105 Pa. In

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    46

    HYDROSTATIC LUBRICA

    TlON

    the context of hydrostatic lubrication, the variations of cp with temperature and

    pressure are slight, while those of cv are negligible. Figure 3.9 shows cp/cvversus p

    for certain values of T (ref. 3.8), and the bulk moduli of the air

    at the

    pressures in

    Table

    3.2

    become those given in the same table.

    0 1,96 3,92 5,aa 7,a5 9,ai

    p , MNrn-

    Fig. 3.9 Ratio of specific heats of air versus pressure, for certain temperature values.

    TABLE 3.2

    (v) Apparent bulk modulus. Air entrainment affects the properties of mineral

    oils, especially bulk modulus, which greatly decreases. Indeed bulk moduli of

    mineral oils are clearly much higher (even more than

    lo

    times) than those of air.

    It

    is

    possible

    t o

    evaluate the apparent bulk modulus of a volume

    Vi

    of oil a s follows:

    3.15)

    in which

    Va

    is the volume of bubbly air uniformly entrained in oil, and whose bulk

    modulus is

    K

    a t working pressure.

    If

    the lubricant contains

    5 of

    bubbly air at ambient pressure it must also be

    taken into account that bubbles

    of

    other gases may also exist, which may be dis-

    solved in oil in

    a

    greater proportion than that of air, as

    is

    shown in Fig.

    3.71, or

    Eqn

    3.13

    at pressures given in Table 3.2 that percentage is reduced to the values given in

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    LUBRlCANTS

    47

    the same table. So, for Eqn 3.15, the apparent bulk moduli given in Table 3.2 may be

    assigned to the oil a t those pressures.

    The elastic deformation of the supply line may also influence the bulk modulus

    of mineral oils. For a circular pipe, the internal pressure

    ps

    causes a change in

    volume, which should be added to the change in volume due t o the compressibility of

    the fluid when evaluating effective compressibility (Eqn 3.10) and hence the appar-

    ent bulk modulus. The equivalent bulk modulus of a metallic pipe is, approxi-

    mately,

    (rs is the internal radius of the pipe, ra is the external one, E is the modulus of elas-

    ticity and

    v

    is the Poisson ratio). Equation 3.15 may then be completed as follows:

    (3.16)

    For instance, let

    us

    consider a copper pipe, with ra=6 nun, rs=5 mm, and E=118

    GPa, v=0.25; the equivalent bulk modulus of the pipe may be calculated as

    Ks=10.2.109 Nlm2. For a steel pipe of the same dimensions, with E=206 GPa, v=0.3,

    we have KS=17.6.1O9N/m2.

    Generally, values of Ks for metallic pipes are much higher than the apparent

    bulk modulus Kla of mineral oils (see Table

    3.2) so

    their influence may be disre-

    garded. The same is not true

    for

    flexible pipes (also for high-pressure pipes made of

    hard rubber o r FTFE with an interwoven sheet of stainless steel) as transpires from

    existing experimental results. Figure 3.10.a (ref. 3.9) shows the considerable in-

    crease in the inner volume of certain flexible hoses.

    Obtaining realistic design values of the apparent bulk modulus of oil in hy-

    draulic hoses is quite difficult. Values of Kla in the 70t350 MN/m2 range can be

    found in the literature. Some results are shown in Fig. 3.10.b (ref. 3.5) or a woven

    hose with rs=6.4 mm: the experimental data are clearly scattered. Recent design

    practice in relation

    t o

    equipment dynamic noise reduction has tended to encourage

    the use of hydraulic hoses in fluid power systems. This does not always seem con-

    venient in hydrostatic systems, as a way of preventing possible dynamic instability.

    Elastic deformations of instruments (manometers), pressure reservoirs

    (accumulators) and other elements in the supply line may also influence

    the

    effec-

    tive value of the apparent bulk modulus.

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    48

    48

    nJ 4 02:

    I

    24

    Y

    16-

    8 -

    HYDROSTATIC LUBRICATlON

    e

    o o o

    I

    I

    I I

    - a -

    10 15 20 0 4 8 12 16

    20

    PRESSURE,

    MNrn-

    PRESSURE,

    MPa

    Fig.

    3.10

    Flexible pipes: a- Inner volume variation (for unit length) versus pressure; (i) internal

    radius

    rs=5 mm,

    rated pressure

    pN=26

    MPa; (ii)

    rs=6.5

    mm,

    pN=26

    MPa; (iii) rs=5 mm,

    p ~ = l l

    MPa. b- Apparent bulk modulus of lubricant versus pressure: rs=6.4 mm, SAE R2 Hose.

    (vi)

    Foaming.

    The foaming of a liquid

    is

    due to the

    air

    bubbles tha t collect above

    its surface. Common causes of foam are the same, but even greater, as in the case

    of entrained

    air.

    Foam in a lubricating system can cause a decrease in pump efficiency, vibra-

    tions, and above all inadequate lubrication.

    (vii)

    Cavitat ion.

    In fluid systems gaseous cavitation refers to the formation in

    the liquid of cavities that may contain air

    or

    other gases. Vaporous cavitation

    refers

    t o

    the fact that, if pressure is reduced far enough, the liquid will vaporize and

    will form vapor cavities (mineral oil vapors may contain volatile fractions

    of

    lubri-

    cants). The vapor pressure of a liquid depends on

    its

    temperature and decreases

    with

    it.

    A t

    atmospheric pressure water boils a t 100C,

    so

    its vapor pressure is 1.0128

    bar; at 21.1 C

    its

    vapor pressure is reduced to 0.025 bar. The vapor pressure of

    mineral oils is much lower than that of water, typically 6.10-4 bar

    at

    4OOC; hence

    cavitation is less likely to occur in the case of these liquids. In Fig.

    3.11

    the vapor

    pressure of certain liquids

    is

    given as a function of temperature (ref.

    3.5).

    Cavities are well known to be associated with nucleation centers such as micro-

    scopic gas particles

    or

    microscopic solid particles which gases join to), and their

    development is caused by the rapid growth of these nuclei. Hydraulic liquids used in

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    LUBRICANTS

    49

    i o r / 1

    0

    I

    E

    E

    m

    B

    a

    >

    40 80 120 160 200 280 360

    (494

    26,7 49 71 93 138 1821

    TEMPERATURE,

    OF, OC 1

    Fig.

    3.11 Vapor pressure versus temperature..

    conventional systems contain sufficient nuclei to ensure that cavitation will occur

    when pressure is reduced to vapor pressure.

    Cavitation damages hydraulic machinery and systems. Wear rate in particular

    can be greatly accelerated if cavitation erosion develops. Cavitation may also in-

    crease viscosity and reduce the bulk modulus of

    oils.

    In hydrostatic systems cavitation may also occur in the

    sills

    and in the recesses

    where depression occurs, and in the recesses where turbulence occurs, which also

    favours the formation of gases.

    3.2.5 Thermal properties

    (i)Specific heat.

    Specific heat in mineral oils varies linearly with temperature;

    it is:

    -

    for

    naphthenic oils, c=1850-2120 J/kg C from 30

    to

    100OC;

    -

    for paraffinic oils, c=1880-2170 J/kgC from 30

    to

    100C.

    (ii)

    Thermal conductiuity. Thermal conductivity in mineral oils is: 0.133-0.123

    Wm/m C from 30

    o

    100OC;

    it

    also varies linearly with temperature.

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    5 0 HYDROSTATIC LUBRICATION

    3 2 6 Other properties

    Pour -po in t

    is

    the temperature at which an oil ceases to flow freely. This is

    caused by the formation

    of

    crystals, mainly of a paraffinic type. The pour-point of

    paraffinic oils is a t about -1O C, that of naphthenic oils a t about -40C.

    Flash-point is the lowest temperature a t which the vapors given off by an oil

    ignite momentarily on the application of a small flame. The flash-point of naph-

    thenic oils is a t about 170 C,that of paraffinic oils at about 190C.

    Acidi ty .

    Low acidity is advantageous or reducing corrosion.

    Oxida t ion . High stability to oxidation is advantageous, because one cause of

    deterioration in lubricant oils is the formation of oxidation products. This also leads

    t o

    a reduction

    of

    the life of the lubricant and

    to

    corrosive effects.

    Thermal decomposit ion. In the presence of oxygen, high temperatures may pro-

    duce the thermal decomposition of mineral lubricants, which shortens their life.

    Figure 3 .12 gives the approximate time-temperature characteristics of refined min-

    eral lubricants, including oxidation (ref. 3.8).

    10

    10

    Li fe ,

    h

    Fig 3.1 2 Approximate life-temperature characteristicsof a mineral oil: A - oil without anti-oxidant;

    B - oil with anti-oxidant.

    3.2.7

    Additives

    Nowadays lubricants often have chemical compounds added t o them to improve

    them.

    Viscosity index improvers

    are generally organic polymers which are soluble in

    oils, with a high molecular weight, such as polymethylmetacrilates. They cause a

    decrease

    or

    a small increase in viscosity a t low temperatures, and a substantial

    increase a t high temperatures. See also Fig. 3.5 and Fig. 3.13 (ref. 3.10).

    Oiliness

    improvers are, for example, fatty acids. They have polar molecules,

    with a -CH3 group a t one end and a -C02H group at the other. This latter group

    would be adsorbed on metal surfaces. Actually, owing to surface motion, and in the

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    LUBRICANTS

    5 1

    10

    1

    .

    In

    0.003

    0 50 100

    120

    I

    .

    In

    0.003

    0 50 100

    120

    Temperature,

    Fig. 3.13. Viscosity-temperature characteristics o f A

    -

    a plain mineral oil;

    B -

    a mineral oil with a

    viscosity index improver; C

    -

    a silicone fluid.

    presence of a metal acting as a catalyst, oiliness improvers seem to change into

    more complex compounds.

    Foam additives

    decompose and, therefore, reduce foam. Common foam decom-

    posers include, for instance, silicones and polyacrylates, but the best way to reduce

    foam is a suitable mechanical design.

    Pour-point depressants

    are generally complex polymers which coat the paraf-

    finic crystals, thereby preventing them from increasing.

    Oxidation inhibi tors, such

    as

    certain phenols, amines and olefines, prevent o r

    reduce the formation

    of

    oxidation products. They also prolong the life

    of

    the lubri-

    cant and act as corrosion inhibitors.

    Corrosion inhibitors.

    Rust, a hydrate iron oxide,

    is a

    widespread form of corro-

    sion. Corrosion inhibitors, such as sulphonates, generally form

    a

    protective coating

    on metal surfaces.

    Many others additives, such as detergent , d i spers ant and extreme-pressure

    additives, are used in lubrication; but they are of little importance in hydrostatic

    lubrication.

    More than one additive may be used a t the same time.

    It

    must be borne in mind,

    however, that indiscriminate mixing can produce undesired interactions.

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    5 2

    HYDROSTATIC LUBRlCATlON

    3.3

    SYNTHETIC LUBRICANTS

    The performance

    of

    synthetic lubricants is better than that of mineral lubri-

    cants, but the former are much more expensive. They are often used in extreme

    conditions, for instance in cases of high pressure or temperature.

    Synthetic lubricants include the following:

    Synthetic hydrocarbons;

    the polyolefins and hydrobenzene in particular,

    Organic esters;

    those of dibasic acids in particular, which also have very good

    Phosphatic esters,

    whose oiliness is very good and whose thermal stability is

    Polyglicols,

    with very good oiliness, a high VZ and also fluidity a t low temper-

    atures.

    Silicones (with a polymer-like structure, in which the carbon is replaced by

    silicon). They have a high VZ (see also Fig. 3.131, a high flash-point, a low pour-

    point, high thermal stability and oxidation stability and a good anti-foam perfor-

    mance. On the other hand, their oiliness is poor.

    which have very good fluidity a t low temperatures, and a very good VZ.

    fluidity a t low temperatures, and good thermal stability.

    fair.

    Various synthetic lubricants may be used

    as

    additives.

    On lubricants see also ref. 3.11.

    REFERENCES

    3.1

    39

    3.3

    3.4

    3.6

    3.6

    3 7

    Dorinson

    A.,

    Ludema

    K.

    C.;

    Mechanics and Chem istry in Lubrication ;

    Else-

    vier, Amsterdam, 1985; 634 pp.

    O'Connor

    J.,

    Boyd

    J.; Standard Handbook of Lubrication Engineering;

    Mc

    Graw-Hill, New York, 1968.

    Wills J. G.; Lubrication Fundamentals; M. Dekker Inc., New York, 1980; 465

    PP.

    Booser E.

    R.; Handbook o Lubrication, 2nd Vol . ;

    CRS

    Press, Boca Raton

    (Florida), 1984; 689 pp.

    McCloy D., Martin H.

    R.;

    Control of Fluid Power; Ellis Horwood Ltd., Chich-

    ester, 1980;

    505

    pp.

    Liste des Caractkristiques Exigkes pour les Fluides Olkohydrau liques; CETOP

    (ComitB Europben des Transmissions Olbohydrauliques et Pneumatiques),

    London, 1971.

    Fowle T;

    Aeration in Lubricating Oils;

    Tribology International,

    14

    (19811, 151-

    157.

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    LUBRICANTS 53

    3.8 Raznyevich K ; ables et Diagrammes Thermodynamiques; Eyrolles, Didion,

    1970.

    3.9 Speich

    H.,

    Bucciarelli A.; LOteodinamica; Techniche nuove, 1971; 727 pp.

    3.10 Neale

    J.

    M ;

    ribology Handbook;

    Butterworths, London, 1973.

    3.11 Lansdown

    A. R.;

    Lubrication.

    A

    Practical Guide to Lubricant Selection;

    Pergamon Press, Oxford, 1982; 252 pp.