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SYSTEMS, STRATEGIES & RESEARCH FOR LUBRICATION PROFESSIONALS AN PUBLICATION | APRIL 2016

TLT
T R I B O LO G Y &
LU B R I C AT I O N
T E C H N O LO G Y
Minding the
Metalworking Fluids
How the right tests, consistent monitoring
and accurate records can reduce machine
12 YEARS down time and maintenance costs.
of publishing excellence

Bearings & Coatings


Q&A with Schaefers
Wolfgang Braun
Lubes in a New Light
Fluorescence and viscosity
Hybrid Cars
Here comes the Bolt
STLE Annual
Shale Energy Development Meeting App
Trends & utilization
Lifestyle Balancing
How companies can help

Digital TLT: Sponsored this month by Afton Chemical Corp. at www.stle.org.


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Contents TLT / APRIL 2016 / VOLUME 72 / NO. 4

16 24 26
FEATURES
20 MINUTES WITH WEBINARS
16 Wolfgang Braun 26 Shale energy development
This scientic analyst discusses trends and utilization
coatings and bearings. Hydraulic fracturing is the
By Rachel Fowler production method broadly used
in Pennsylvania.
By Stuart F. Brown
SCHOLARSHIP RESEARCH

20 Tribology research report written


by the recipient of the societys FEATURE ARTICLE
2015 scholarship program. 32 Minding the metalworking
The Effect of High Viscosity uids
Index on Fuel Economy with How the right tests, consistent
Bio-Derived Hydraulic Oils monitoring and accurate records
By Chris Jaudon, Robert reduce machine down time and
Jackson and Tom Gallagher maintenance costs.
By Dr. Nancy McGuire
LUBRICATION FUNDAMENTALS

24 Lifestyle balancing PEER-REVIEWED PAPER (EDITORS CHOICE)

Better management of your 40 The Inuence of Total Acid


professional and personal lives Number of Ester Oil in
can afrm your values and Tribological Behavior of
increase your productivity. DLC Contacts
By Dr. Robert M. Gresham By Jinzhu Tang, Qi Ding,
Guangan Zhang and Litian Hu

32
Front cover photo: Can Stock Photo Inc. / gina_sanders

W W W. ST L E .O RG T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY APRIL 2016 1


Contents
DEPARTMENTS EDITOR
Evan Zabawski
ALS Tribology
10 Tech Beat Calgary, Alberta, Canada
evan.zabawski@alsglobal.com
Flip-op coatings impart
surface versatility; crumpled
PUBLISHER/ SENIOR FEATURE WRITER
graphene balls; new alloy for EDITOR-IN-CHIEF Jeanna Van Rensselar
low-temperature applications. Thomas T. Astrene
tastrene@stle.org CONTRIBUTING EDITORS
By Dr. Neil Canter Stuart F. Brown
ASSOCIATE EDITOR Dr. Neil Canter
Rachel Fowler Dr. Robert M. Gresham
52 Newsmakers rfowler@stle.org Dr. Nancy McGuire

70
Debbie Sniderman
This months newsmakers
include Elevance Renewable CIRCULATION ADVERTISING SALES
COORDINATORS Tracy Nicholas VanEe
Sciences, ASTM International, Myrna Scott Phone: (630) 922-3459
Chevron Oronite, Biosynthetic Judy Enblom Fax: (630) 904-4563
Technologies and more. COLUMNS (847) 825-5536 tnicholas@stle.org

DESIGN/PRODUCTION
58 New Products 4 Presidents Report Joe Ruck

App for mounting bearings;


A soccer fans conundrum
TECHNICAL EDITORS
diesel exhaust uid nozzle
6 From the Editor Patrick Brutto Michael N. Kotzalas
and more. ANGUS Chemical Co. The Timken Co.
Hiram Hydes unheralded Buffalo Grove, Illinois North Canton, Ohio

60 Sounding Board handiwork Vincent Gatto Dr. Anoop Kumar


Vanderbilt Chemicals, LLC Royal Manufacturing Co.
Norwalk, Connecticut Tulsa, Oklahoma
Who was the greater inventor: 8 Headquarters Report
Leonardo da Vinci or Thomas David B. Gray Shawn McCarthy
Were doing what youre Evonik Oil Additives Ocean State Oil, Inc.
Edison? Horsham, Pennsylvania Riverside, Rhode Island
thinking
Dr. Martin Greaves
The Dow Chemical Co. Dr. Mary Moon
65 Advertisers Index Presque Isle
70 Automotive Tribology Horgen, Switzerland
Innovations, LLC
The upcoming Bolt Michael D. Holloway Yardley, Pennsylvania
66 Resources ALS Tribology
Highland Village, Texas William Nehart
Keep up to date with the latest 72 Cutting Edge Calumet Specialty
Tyler Housel Products Partners, L.P.
technical literature available in INOLEX, Inc. Apple Valley, Minnesota
Looking at lube in a new light Philadelphia, Pennsylvania
print and online.
Jason Papacek
Dr. Robert Jackson POLARIS Laboratories
Auburn University Indianapolis, Indiana
Auburn, Alabama
Dr. Zulqar Khan Dr. Mehdi Shaei
Bournemouth University Novelis Global Research
Poole, Dorset, & Technology Center
United Kingdom Kennesaw, Georgia

This Months Factoids: Dr. Kook-Wha Koh Paula Vettel


Chrysan Industries, Inc. Novvi, LLC
Elementary, my dear Watson. Emeryville, California
Plymouth, Michigan
Andras Korenyi-Both Jeff Walkup
Tribologix, Inc. Gram & Juhl
Golden, Colorado Englewood, Colorado

Copyright 2016 Society of Tribologists and Lubrication Engineers. All Rights Reserved. TRIBOLOGY AND LUBRICATION TECHNOLOGY (USPS 865740)
TLT magazine is owned and published in print and electronically by the Society of Tribologists and Lubrication Engineers (STLE). Vol. 72, Number 4, (ISSN-1545-858), is published monthly
The views set forth in this magazine are those of the authors and not necessarily the views of STLE. Material from TLT magazine by the Society of Tribologists and Lubrication Engineers,
may be reproduced only with written permission from STLE. TLT magazine assumes no liability or responsibility for any 840 Busse Hwy, Park Ridge, IL 60068-2376. Periodicals
inaccurate, delayed or incomplete information. For more information, contact us at TLT@stle.org. Postage is Paid at Park Ridge, IL and at additional mailing
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must be by international money order or bank draft drawn on U.S. bank. IL 60068-2376.

2 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


WERE NAVIGATING
THE TRENDS
SO YOU DONT
HAVE TO.

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PRESIDENTS REPORT
Dr. Martin Webster

A soccer fans conundrum


STLEs 2016 Annual Meeting is like the English Premier League
so little time, so much to see and do.
I AM WRITING THIS COLUMN A FEW WEEKS some fans may try, it is not really practical to ing a similar dilemma to my soccer-viewing
AFTER THE SUPER BOWL. Despite the fact that watch all the games. My strategy has been to conundrum. The multiple technical tracks,
I do not follow American football, I look forward watch Tottenham Hotspurs (the Spurs), the education courses, exhibits and Commercial
to either hosting or attending a Super Bowl team I have followed since my youth, and a Marketing Forums force me to decide up front
party with a group of friends. Regrettably this couple of other big-team matchups. However, which events I will participate in. It simply is
year I was boarding a plane just as the game this year my strategy has had to change. not possible to see it all!
started and was not able to join the 112 million The English Premier In previous years I have ap-
viewers who witnessed the Denver Broncos vic- League has been quite literally plied the same approach used
tory over the Carolina Panthers in the Super turned upside down. At the to guide my soccer viewing
Bowls Golden 50th Anniversary match. time of this writing, a team habits. Thus I have naturally
Thinking back on previous Super Bowls, called Leicester City has been gravitated to those sessions
each game has been distinctly different. In leading the championship for most relevant to my immediate
some, even to my inexperienced eye, the out- much of the season. This is interests, seeking out items
come appears set from fairly early on in the made remarkable by the fact that focus on fuel economy,
game. In others the match remains in conten- that it is a team that has never energy efciency and friction
tion right up to the end. I think it is the fact before been in contention for and wear fundamentals. How-
that the outcome of individual games and the English Premier League ti- ever, this year I will be taking a
entire league championships are unpredict- tle and last year narrowly leaf from my more recent soc-
able that makes following sports such a missed being relegated down cer viewing playbook and will
popular and entertaining pastime. to the lower Championship Di- look out for some xtures that
Of course, being originally from the UK I vision. Furthermore, some of I would not normally partici-
follow that other form of football referred to the leagues most famous pate in. I am already anxious to
as soccer in U.S. parlance. Since my arrival in teams, such as Manchester learn some new things, and I
the U.S. it has become increasingly easy to United and Chelsea, are strug- am sure it will be highly enter-
follow the English Premier League, as many of gling in midtable or lower and have been taining. I invite everyone to join me in Las
the games are now shown live and on demand beaten by opponents that they typically would Vegas to take on the challenge of trying out
on U.S. sports channels. One of the English be expected to win against relatively easily. something different. You never know, it may
Premier Leagues top teams, Manchester These matches have been very unpredictable lead to a whole new business, technical or
United, has recently claimed that it has a and highly entertaining to watch, making my scientic insight that would have otherwise
worldwide following of 659 million, including selection of matches to view even more com- never occurred to you.
79 million in the U.S. These numbers are dis- plex than previous years. If you are able to attend, keep an eye out
puted, and the denition of a follower is One interesting outcome of this is that I for me. If you nd me wearing a white T-shirt,
vague. However, even if the number is an have been watching and am now familiar with dark shorts and donning a hat with a logo of
overestimate, there is no doubt that, like players and teams that I would otherwise not a cockerel standing on a soccer ball, you will
many sports, soccer operates in a global mar- have been exposed to. Indeed, the Leicester know that my favorite team succeeded in its
ket. Recently this has been reinforced in our City players have gradually become house- bid to win the English Premier League. I may
family even more, as my eldest son, who hold names beyond Leicester Citys normal also nd it difcult to refrain from ushering
works in Vietnam, is still able to follow his fan base. My favorite team, the Spurs, is in the Spurs fan chant of, Come on, yer Spurs!
favorite teams, and we get to compare notes second place, hotly pursuing those Leicester
when he calls home. City upstarts. Each weekend is eagerly antici-
Martin Webster is a senior
The English Premier League consists of 20 pated as we count down to the nal matches research associate for
teams, and on most weekends during the soc- of the season. ExxonMobil Research and
cer season there are 10 games that can be STLE has its own Premier League event in Engineering in Annandale, N.J.
watched, in addition to cup matches and vari- the form of our annual meeting. The 2016 You can reach him at martin.n.
ous European championship matches. Although event is May 15-19 in Las Vegas, and I am fac- webster@exxonmobil.com.

4 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


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FROM THE EDITOR
Evan Zabawski

Hiram Hydes
unheralded handiwork
A signicant milestone nearly lost to obscurity.

THE TOWN OF TRURO, NOVA SCOTIA, has its Hyde was apparently undeterred by the
place in history as the birthplace of Stanelds strong odor and led British patent 2669 on
unshrinkable drop-seat long johns, popular- Nov. 27, 1855, titled An improved manufac-
ized during the Klondike Gold Rush. Truros ture of lubricating oils, which described a
fame as the Hub of Nova Scotia is due to its process beginning with cold-pressing castor
location at the junction of major rail lines, oil (to remove stearine), then melted, washed
highways and power transmission corridors. and dried using steam. Next, the warm castor
However, one of its residents, stagecoach oil is added to coup oil, and to this compound
operator Hiram Hyde, achieved a historical oil is added an equal part of a light hydrocar-
lubricant milestone that receives no recogni- bon oil (manufactured according to his patent
tion, even in his home town. from three days earlier) and mixed using a
Hyde was born in Sandy Hill, N.Y., in 1817 jet of steam. The mixture is then allowed to
and moved to Quebec City when he was 16; it cool, and lastly exposed to sunlight or gentle
was there he met shipping magnate Samuel heat for a week or two until it becomes clear,
Cunard who hailed from Nova Scotia. In 1841 after which it will be t for use. Not a terribly
Cunard made Hyde a mail coach driver on the productive recipe.
Halifax-Pictou stage run, which ran through On this same day he also led patent
Truro. Normally the 104-mile (167 km) run took number 2668, a historic patent titled An
Can Stock Photo Inc. / Karidesign

two days, but Hyde managed to cut it down to improved manufacture of lubricating com-
17 hours. Throughout his 25-year career, Hyde pound. The process being to place 7 lbs.
revolutionized stagecoaching in Nova Scotia, of elastic bitumen para, or East India caou-
a career highlighted with the honor of car- A kind of oil-tea, if you will. tchouc, or African-rubber in a sieve cloth bag
rying Prince Edward in his six-horse Concord and placing it in a 100-gallon vat of coup oil
Coach during the Princes 1860 royal visit. at any temperature varying from 80-150 F.
A diverse and progressive man, Hyde for manufacturing oils from coal, but the With the occasional agitation or application
encouraged construction of the Nova Sco- discovery of petroleum soon made the pro- of pressure to the sieve cloth, All the pure
tia Railway seemingly against his own self- cess obsolete, as kerosene was more easily part of the added hydrocarbon is dissolved
interest, then later supplied cord wood to the produced from petroleum. and combined with the oil. The nal mixture,
railway. He was one of the founders of the Switching his focus to petroleum, Hyde a kind of oil-tea, if you will, is then passed
Nova Scotia Electric Telegraph Co., which built began experimenting with coup oil. Coup oil through a ne wire gauze sieve and allowed
the rst telegraph system through Northern is the designation of the rst oil extracted to rest until it becomes perfectly brilliant,
Nova Scotia. from coal as described in Luther Atwoods U.S. and is then t for use.
Hyde also invested heavily in parafn oil Patent No. 9,630, Improvement in preparing Truro, it appears, also is home to the rst
(kerosene), which was invented by fellow Nova lubricating oils from March 29, 1853. Atwoods patented oil additive.
Scotian Abraham Gesner in 1846 as a cheaper naming was inspired by the recent coup dtat
and clearer burning alternative to the whale of Napolon III (nephew and heir of Napolon
Evan Zabawski, CLS, is a
oil being used as an illuminant to light the I). Atwood lost interest in this new oil extract, business development/
streets at night. Gesners process originally due to its repulsive and disagreeable odor, reliability specialist for ALS
rened the liquid fuel from coal, bitumen and and decided to distill and rene Canada Tribology in Calgary, Alberta,
oil shale. Hyde earned a patent for his own pitch from the petroleum found near Petro- Canada. You can reach him at
improved mode of and improved apparatus lia, Ontario. evan.zabawski@alsglobal.com.

6 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


Eciency from
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HEADQUARTERS REPORT
Edward P. Salek, CAE / Executive Director

Were doing what youre thinking


A new survey points to effective workforce as monthly meetings with a technical speaker.
New or revitalized sections are operating in a
development programs as the key to making number of areas in the U.S., including Minneap-
olis-St. Paul, Virginia and Louisiana.
organizations like STLE more valuable. A third option is the TLT Best Practices se-
ries. These compilations of past TLT articles are
organized around such technical areas as Lu-
brication Fundamentals, Oil Analysis and Met-
alworking Fluids, with more on the way. Best of
Replacing experienced all, they are available as a free download at
technical staff is one www.stle.org, where youll also nd details on
of the most prevalent the Webinar series and section activities.
concerns facing STLE To support longer-range career develop-
members and their ment, another concern cited in the ALI survey,
Can Stock Photo Inc. / jirsak

organizations. STLE has launched a project known as Educa-


tion 2.0. This initiative is intended to identify
the technical areas that a lubrication industry
professional needs to know and to offer a con-
sensus guide to the most authoritative sources
available to acquire that knowledge. Watch for
STLES STRATEGIC PLAN emphasizes the or- tion of association executives. more news about this robust new education
ganizations role as a workforce-development Late last year, ALI also surveyed STLE initiative at the 2016 STLE Annual Meeting and
partner. Thats not surprising, given our reputa- members about their expectations and out- in periodic announcements starting mid-2016.
tion for excellence in technical education. What look and came up with very similar results. This effort by STLE is consistent with cur-
will present a challenge, however, is delivering Workforce issues, such as replacing experi- rent thinking about best practices in continu-
on that commitment in ways that meet the enced technical staff with younger workers, ing professional education. Speaking at a
changing expectations of our customers. remain one of the most prevalent internal meeting of association executives recently,
Insight into those expectations comes concerns facing STLE members and their or- ALI president Dean West emphasized, We
through the 2016 Environmental Scanning ganizations. Consistent with the 2016 Outlook need to evolve our organizations to be suc-
Project, conducted by Association Laboratory Survey results, time and budgetary restric- cessful in this anticipated future, or else as-
Inc. (ALI), a leader in the eld of association tions continue to be leading professional de- sociations will be relegated to the sidelines of
research and strategy. A total of 293 senior velopment concerns. professional and industry life. They will be out
executives from the association community Affordability and ease of access are hall- of date and irrelevant.
identied the key trends across a range of marks of projects STLE is emphasizing in re- STLEs leadership and staff have accepted
ve topics from the perspective of their orga- sponse to the clear message sent via these this relevancy challenge. The refreshed ver-
nizations members. surveys. The highly regarded technical educa- sion of our strategic plan puts education front
Regarding workforce development, one of tion Webinar program is the rst of three and center during the next three years. For
the ve areas, more than two-thirds of senior initiatives that are in line with this need. members and prospective members, it will
association executives are concerned about These one-hour Webinars are normally held mean that you can count on STLE to deliver
growing demand for online and virtual train- twice a month and cover a variety of topics in on the learning portion of our Connect/Learn/
ing opportunities. And an increasing percent- the eld. All online presentations are con- Achieve value proposition.
age are concerned about conguring and ducted live but are also recorded for viewing
pricing education and credentialing prod- at your convenience. Webinars are priced at
uctsreecting a growing need to nd afford- $39 members/$59 non-members.
able and convenient means of ensuring a If you prefer live education and interaction,
well-trained workforce. Work/life balance and STLE Local Sections offer another cost-effec- You can reach Certied
supporting members career-development tive option. Many groups conduct at least one Association Executive Ed Salek
goals also are concerns of a substantial por- full-day education program each year as well at esalek@stle.org.

8 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


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TECH BEAT
Dr. Neil Canter / Contributing Editor

Flip-op coatings:
Impart surface versatility
A new method prepares all four coating types using a exible,
layer-by-layer spray-coating technique.

A VERY ACTIVE AREA OF RESEARCH IS THE


DEVELOPMENT OF COATINGS that can ren- Flip-op coatings enable the attraction of one type of
der surfaces superhydrophobic. The
objective from the lubricant standpoint liquid and the repulsion of a second type of liquid through
is to facilitate water repellency so that positioning of different molecular functionalities at different
problems that can occur during the op-
eration of machinerysuch as corro- ends of the coating.
sion and premature lubricant failure
are minimized.
In a previous TLT article, a model microscopic ribs and cavities. They enable the attraction of one type of
was developed that explains the move- found that better drag reduction and liquid and the repulsion of a second
ment of a water jet on a superhydro- lower friction occurs if the water moves type of liquid through positioning of
phobic surface.1 Researchers prepared a parallel to the ribs and cavities rather different molecular functionalities at
superhydrophobic surface that contains than perpendicular to them. different ends of the coating. The use
STLE Fellow professor Bharat of a uorosurfactant adhered to an om-
Bhushan, Ohio Eminent Scholar and niphilic polymer creates this effect by
Howard D. Winbigler professor of having the high surface tension head
mechanical engineering at The Ohio groups near the polymer surface and
KEY CONCEPTS
State University in Columbus, Ohio, the lower surface tension tail groups at
says, Four different coatings can be the air interface. The result is that oil
A ip-op coating is
is prepared
prepared that provide combinations of droplets are repelled by the tail groups,
by placement of different
superhydrohilicity, superoleophilicity, but water droplets penetrate through
molecular functionalities at superhydrophobicity and superoleo- the coating to the head groups.
opposite ends
e s of the coating. phobicity. These coatings can be used In a non-ip-op coating, the wa-
to modify a surface so that it can attract ter molecules are not able to penetrate
Four
Fou possible ip-op coatings or repel oil and water. through the coating. Previous meth-
ha e been developed
have d l d through Of interest to the lubricant indus- ods for developing ip-op coatings
the use of a layer-by-layer try is the potential use of a superhy- have not worked due to a number of
d
deposition
t technique.
t h drophilic/superoleophobic coating that problems. Bhushan says, In past work,
repels oil and can be used as a way to researchers have tried to repel one liq-
The coatings displayed good clean up oil spills. One important con- uid at a time but have encountered
performance after being cept is the use of a ip-op coating difculties in preparing single-layer
evaluated in a series of tests. that can allow water to penetrate but coatings. Developing a polymer binder
repel oil. that can hold all of the components in
Bhushan says, Flip-op coatings a coating together has proved difcult.

10 The most abundant element in the human body by weight is: hydrogen, oxygen, carbon or calcium. A.
Can Stock Photo Inc. background / ia_64

Figure 1 | As many as four layers can be applied to form ip-op coatings using a layer-by-layer deposition technique. The schematic shows the
composition of a superhydrophilic/superoleophobic coating. (Figure courtesy of The Ohio State University.)

Compatibility is a problem along with The third layer is a second coating ate is the durability of the coatings.
how to optimize the properties of the of PDDA which produces the super- Coating applications are dependent
coatings. hydrophilic/superoleophilic coating. upon the composition of the functional
There is a need for a new technique To prepare the other three coatings, layer. Bhushan says, One of the advan-
for developing ip-op coatings to ex- the appropriate functional layer or top tages of this layer-by-layer deposition
ploit their versatility. Such an approach layer is introduced. In Figure 1, the approach is that one functional layer
is now available. top layer is a uorosurfactant used in can be substituted for another to enable
the superhydrophilic/superoleophobic the end-user to tailor the properties of
LAYER-BY-LAYER DEPOSITION coating. the coating to a specic application.
Bhushan, in collaboration with his Bhushan says, The overall thick- The next area Bhushan intends to
colleague, postdoctoral researcher Dr. ness of these coatings is 630 nanome- explore is impregnating particles into
Philip Brown, has developed a method ters, but it has not been optimized. We plastic sheets to improve their perfor-
for preparing all four coating types believe that thinner coatings can be mance properties. Additional informa-
through the use of a exible layer-by- made as part of improving the perfor- tion can be found in a recent article2 or
layer technique. He says, We found mance of these coatings. by contacting Bhushan at bhushan.2@
that coatings can be prepared by ap- The researchers did a series of tests osu.edu.
plying as many as four distinct layers to analyze the properties and perfor-
in sequence to a glass slide with dimen- mance of the coatings. Among the test
sions of 25 10 millimeters. The layers run is assessing the wear resistance
are each introduced through the use of of the coating using a ball-on-at tri- REFERENCES
a spray coating technique. bometer on the macroscale and on the 1. Canter, N. (2014), Gaining a
better understanding of superhy-
The base layer is a polydiallyldi- microscale (with the assistance of an
drophobic surfaces, TLT, 70 (8),
methylammonium chloride (PDDA) atomic force microscope). The coatings
pp. 10-11.
used as an anchor layer because it showed good performance compared to
strongly adheres to glass. The second a soft coating containing PDDA and a 2. Brown, P. and Bhushan, B. (2015),
layer is untreated hydrophilic silica functional layer. Bioinspired, roughness-induced,
water and oil super-philic and
nanoparticles that impart roughness to The superhydrophilic/superoleopho-
super-phobic coatings prepared
the coating. Bhushan says, Roughness bic layer displayed good oil repellency
by adaptable layer-by-layer
is a key element that imparts toughness by exhibiting a contact angle for hexa- technique, Scientic Reports, 5:
to the coating and ensures that the decane of 157 degrees. Bhushan says, 14030, DOI: 10.1038/srep14030.
coating remains thin and transparent. The No. 1 issue that we need to evalu-

Oxygen. 11
TECH BEAT

Evaluation of a new lubricant additive:


Crumpled graphene balls
The wear performance of this additive at a low treat rate in PAO is
superior to a commercially available 5W-30 engine oil.

GRAPHENE IS KNOWN TO EXHIBIT A HIGH Research has looked at developing droplets produced by a humidier and
DEGREE OF LUBRICITY, and the frictional materials that can achieve coefcient then squeezed in all directions through
properties of uorinated graphene at of friction values below 0.005, which a process called capillary compression.
the nanoscale were discussed in a pre- is known as superlubricity.2 A previous Heat is applied during the evaporation
vious TLT article.1 The structure of TLT article discussed simulations done process to reduce graphene oxide to
graphene is two-dimensional sheets of by sliding graphene against a diamond- graphene leading to the formation of
carbon organized into hexagonal hon- like-surface (DLC). Superlubricity was crumpled graphene balls exhibiting a
eycombs. detected at the nanoscale for the rst diameter of a few hundred nanometers.
time when graphene particles wrapped
around the DLC surface to form nano-
scrolls.
K Y CO
KEY CONCEPTS
ONC S The lubricity benet of graphene The process for crumpling
has been observed in the materials use graphene starts with
Crumpled graphene balls as a solid lubricant, but most lubricant
demonstrate greater stability
st ility inn applications involve the use of a uid. the preparation of its
dispersions with base stocks Forming stable dispersions of solid lu- derivativegraphene oxide
bricants has proven to be difcult. In
such as PAO due to their
most cases, solid lubricants will either
that is readily dispersible
resistance to aggregation. drop out of solution orif evaluated in water.
at the nanoscaleaggregate into larger
Testing for friction and wear
particles that do not impart lubricity.
shows that crumpled graphene Jiaxing Huang, associate professor Crumpled graphene balls exhibit a
balls exhibit better performance
f e of materials science and engineering at rough surface texture with a reduced
over a longer time
ti e frame
frra e than
th n Northwestern University in Evanston, area of contact when placed on a sur-
other types of graphene Ill., says, We have recognized the limi- face. But they become strain-hardened
disp si .
dispersions. tations in dispersing various forms of enabling them to maintain the crum-
graphene in liquids. One option that pled shape.
Better
etteer results
esults for friction
fr ction and
a d we are evaluating is crumpling gra- Huang says, The important aspect
wearr are found
undd with a 0.1%
0. % phene into balls. of crumpled graphene balls is that van
dispersi
disp
dispersion
si n off crumpled
crumpl
um led The process for crumpling gra- der Waals attraction between particles
phene starts with the preparation of is very weak because the contact area
graphene balls in PAO compared
compar d
its derivativegraphene oxide that between balls is low, even when they
to a commercially
erci lly available
a a lable is readily dispersible in water. Huang are compressed. In a similar manner to
5W-30 engine
i e oil.l. continues, Graphene oxide sheets are crumpled paper balls, graphene balls of
suspended in nebulized, aerosol water a similar shape do not stack, and as a

12 The Periodic Table organizes elements according to: alphabetically, increasing atomic number, order of discovery or increasing atomic weight. A.
consequence, resist aggregation.
Huang also points out that crum-
pled graphene balls contain a great deal
of free volume and solvent-accessible
surface area inside enabling them to
readily absorb solvents such as mineral
oil. He feels that upon application of
stress, the crumpled graphene balls can
then release the oil leading to a high
degree of surface wetting.
Huang and his colleagues have now
evaluated the lubricity properties of
crumpled graphene balls in a lubricant
base stock and compared them to a com-
mercially available 5W-30 engine oil.

LOW TREAT RATE


Huang and his collaborators, profes-
sor Yip-Wah Chung and professor Q.
Jane Wang (both STLE members),
sonicated crumpled graphene balls
into 4 cSt polyalphaolen (PAO) and
compared the dispersion produced to
the results seen with graphite platelets,
reduced graphene oxide sheets and
Figure 2 | Crumpled graphene balls display greater stability in dispersions with hydrocarbon
carbon black. All of the additives are
base stocks (such as shown in this image of a 0.1% dispersion in PAO) that leads to superior
used at treat rates of 0.01% and 0.1%
friction and wear results. (Figure courtesy of Northwestern University.)
by weight. Once sonication is nished,
all four carbon sources are completely
dispersed in PAO.
But the agglomeration was detected the longer the experiments were run. temperatures.
in the graphite platelets, reduced gra- This is an indication that the disper- Additional information can be
phene oxide sheets and carbon black sions for graphite platelets, reduced found in a recent reference3 or by con-
after only a few hours. Huang says, In graphene oxide sheets and carbon tacting Huang at jiaxing-huang@north-
contrast the crumpled graphene ball- black started to fall apart due to ag- western.edu.
based dispersion is stable and remains glomeration.
stable for one to two days. Even when Similar results are seen in the wear
crumpled graphene balls start to sedi- testing. All of the carbon sources be-
ment over time, a uniform dispersion is sides crumpled graphene balls display REFERENCES
re-established when the uid is agitated. signicantly higher wear rates at 0.1% 1. Canter, N. (2015), Frictional
An image of a 0.1% dispersion of due to agglomeration. The researchers properties of uorinated graphene
at the nanoscale, TLT, 71 (2),
crumpled graphene balls in PAO is then evaluated the 0.1% dispersion of
pp. 12-13.
shown in Figure 2. crumpled graphene balls versus a PAO-
Friction testing and wear reduction based, commercially available 5W-30 2. Canter, N. (2015), Superlubric-
measurements are done using a pin- engine oil. In pin-on-disk testing, the ity: Seen at the macroscale for the
rst time, TLT, 71 (10), pp.
on-disk tribometer. Huang says, We crumpled graphene ball dispersion dis-
10-11.
measured the coefcient of friction played better friction performance and
at the two additive treat rates over a wear test results by a margin of 15% 3. Dou, X., Koltonow, A., He, X.,
time frame of 2,000 seconds. At high- versus the commercial engine oil. Jang, H., Wang, Q., Chung, Y. and
er concentrations only the crumpled Huang says, We intend to evalu- Huang, J. (2016), Self-dispersed
crumpled graphene balls in oil for
graphene ball dispersions displayed a ate the temperature dependency of the
friction and wear reduction,
constant coefcient of friction around crumpled graphene ball-based uid to
Proceedings of the National
0.11. The coefcient of friction results determine the stability of dispersions Academy of Sciences, 113 (6), pp.
for the other three carbon sources in- at extreme temperatures. In general, 1528-1533.
creased at the higher concentration and colloidal dispersions are sensitive to

Increasing atomic weight. 13


TECH BEAT

New alloy for low-temperature


applications
This material works well at low temperatures and exhibits higher levels
of toughness and strength as the temperature drops.

FINDING METAL ALLOYS THAT HAVE


GREATER TOLERANCE TO DAMAGE is a
longstanding objective of researchers.
A high-entropy alloy exhibits tensile strength values that
Two factors considered are evaluating increase by 70% as the temperature drops to the boiling
an alloys resistance to deformation
(strength) and resistance to fracture
point of liquid nitrogen.
(toughness).
Traditional alloys have been pro-
duced by mixing a dominant element adding carbon to iron produces a steel equal percentages of aluminum, mag-
with small percentages of secondary alloy that is stronger. Better corrosion nesium, scandium and titanium was
components that can upgrade perfor- resistance is achieved by mixing iron discussed.1 The researchers claim that
mance in certain areas. For example, with chromium and nickel. at the time of their work, this alloy ex-
In the search for better performing hibits a higher strength-to-weight ratio
materials, researchers turned to mix- than any other existing metal.
ing more than two elements together, Ritchie says, High-performance al-
KEY CONCEPTS
but led to the formation of metallic loys that exhibit high levels of tough-
A high-entropy alloy prepared glasses. Robert Ritchie, H.T. & Jessie ness and strength combined with good
Chua Distinguished Professor of Engi- ductility at low temperatures have been
with equal parts
p of chromium,
neering in the department of materials hard to identify. The reason is that as
maanganesee, iron,
manganese, ir , cobalt
b ltt and
a d science & engineering at the Univer- the temperature drops, most metals will
nickel shows
nickel sho s excellent
e celle t tough-
to gh- sity of California, and faculty senior lose ductility and become more brittle.
ness at low temperatures. scientist, material sciences division of With the growing use of natural gas,
Lawrence Berkeley National Labora- there is a need for better constructed
Thee performance of this
th alloy
ll y tory in Berkeley, Calif., says, The ef- tanks to handle liqueed natural gas.
at low temperatures is due to a fort in combining ve to six elements Ritchie says, Exploring the many po-
combination of slow-moving
slow-movingg together leads to sufcient confusion tential combinations of high-entropy
andd fast-moving
t g dislocations
ddislocatt ons in the solidication of the alloy that alloys is a promising direction for us
the end result is a glass as opposed to because this alloy type has the potential
that
that
at work synergistically.
a polycrystalline material. to exhibit an exceptional combination
The
The researchers
reseea che s hope
h pe too Interestingly, further research has of strength and toughness.
found that putting ve or more ele- Determination of the mechanical
d vel p a strategy
develop st t gy for
ffor system-
st -
ments together can lead to the forma- properties of a high-entropy alloy has
atically evaluating
evaluati g the large
tion of a single-phase crystalline ma- now found a material that not only
number of high-entropy alloys terial that is known as a high-entropy works well at low temperatures but
nott yet
y t under
d r evaluation.
ev luati . alloy. In a past TLT article, the prepara- exhibits higher levels of toughness and
tion of such an alloy based on mixing strength as the temperature drops.

14 The rst synthetic metal discovered was: uranium, radium, plutonium or technetium. A.
SYNERGISM OF MECHANISMS
Ritchie and his collaboratorswho
studied the mechanical properties of
a high-entropy alloy containing equal
percentages of chromium, manga-
nese, iron, cobalt and nickelfound
that the alloy is present in a single-
phase, face-centered cubic structure
and demonstrates exceptional proper-
ties, particularly at low temperatures.
He says, This alloy has been known
for about 10 years, but very little was
done to study its mechanical proper-
ties prior to fairly recently. We nd
that the toughness of this alloy ex-
hibits numbers that are off the chart
and are comparable to the very best Figure 3 | A high-entropy alloy displays outstanding properties at low temperatures due to a
cryogenic steels currently used, which synergism between fast-moving dislocations and the slow planar slip of dislocations shown.
are austenitic stainless steels and high- (Figure courtesy of the University of California and the Lawrence Berkeley National Laboratory.)
nickel containing steels.
The toughness value that the re-
searchers obtained exceeds 200 mega- Figure 3 shows TEM images of the spectrum of unexplored materials.
pascals-m1/2. This figure remained slow planar slip of dislocations going Additional information can be
relatively constant when measured at through the high-entropy alloy. How- found in two recent articles2,3 and by
temperatures ranging from room tem- ever, Ritchie and his co-workers ob- contacting Ritchie at roritchie@lbl.gov.
perature (293 K) down to 77 K. Ritchie serve that at cryogenic temperatures,
says, At this time, the lowest tempera- the preferred deformation mode for
ture we can measure at is 77 K, which this alloy is twinning where the atomic
is the boiling point of liquid nitrogen. arrangements in adjacent crystalline REFERENCES
We are hoping in the future to deter- regions form mirror images of one 1. Canter, N. (2015), High-entropy
mine how to measure the toughness of another. He says, This mechanism alloys, TLT, 71 (3), pp. 14-15.
this alloy at the boiling point of liquid is even more potent for inducing
2. Gludovatz, B., Hohenwarter, A.,
helium, which is 4 K. strength and ductility.
Catoor, D., Chang, E., George, E.
The alloy also exhibits excellent Another unusual aspect of this
and Ritchie, R. (2014), A
tensile strength values in the range of 1 high-entropy alloy is that its tough- fracture-resistant high entropy
gigapascal that increase by at least 70% ness is due to both intrinsic toughening alloy for cryogenic applications,
as the temperature drops from 293 K and extrinsic toughening mechanisms. Science, 345 (6201), pp. 1153-
to 77K. Tensile ductility also increases Ritchie says, Intrinsic mechanisms 1158.
over that temperature range by approx- operate in advance of a crack tip to 3. Zhang, Z., Mao, M., Wang, J.,
imately 25%. provide resistance to microstructural Gludovatz, B., Shang, Z., Mao, S.,
The researchers next turned to trans- damage while extrinsic mechanisms George, E., Yu, Q. and Ritchie, R.
mission electron microscopy (TEM) to act behind the crack to prevent it from (2015), Nanoscale origins of the
determine what makes this high-entropy growing within the metal crystal. damage tolerance of the high-
alloy so special. Ritchie says, Data from Further work needs to be done to entropy alloy CrMnFeCoNi,
TEM shows that a combination of slow- commercialize this alloy, which could Nature Communications 6, 10143,
moving and fast-moving dislocations (or take decades, according to Ritchie. He DOI: 10.1038/ncomms10143.
defects in the metal crystal) work syn- says, Very little is known about what
ergistically to enable the high-entropy other high-entropy alloys may exist
alloy to exhibit excellent toughness, and have exciting, perhaps unprec-
Neil Canter heads his own
strength and ductility at low tempera- edented properties. They represent a consulting company, Chemical
tures. Some dislocations move slowly black hole, and nobody knows yet Solutions, in Willow Grove, Pa.
while others occur early to enable the what is out there. We hope to develop Ideas for Tech Beat can be
material to exhibit exceptional ductility the right scientic strategy in the future submitted to him at
at low temperatures. for systematically examining this vast neilcanter@comcast.net.

Technetium. 15
20 MINUTES WITH
By Rachel Fowler / Associate Editor

Wolfgang Braun
This scientic analyst discusses coatings and bearings.

WOLFGANG BRAUN The Quick File

Wolfgang Braun is an analyst, advanced bearing


analysis, for Schaefer Technologies AG & Co.
deposited by electro-chemical process-
KG. He studied physics at the University of
es. This work was published amongst
Wrzburg in Germany from 1992-1998. He was
others at the European Conference on
a scientic assistant from 1999-2002 for the
Biomaterials in 2005 in Sorrento, Italy.
department of physical chemistry at the
Additionally, engineering services were
University of Erlangen-Nrnberg where he
provided concerning corrosion, durabil-
received his doctorate in natural sciences.
ity and heat treatment, retrospectively
Braun was then a scientic ofcer for the
important topics for my later work.
department for functional materials in
medicine and dentistry from 2003-2006. Since
then he has been in product development at TLT: Was the change from academic
Schaefer Technologies AG & Co. KG. to industrial work a great challenge?
Wolfgang Braun
Braun: Not at all. For this reason, the
lab for functional materials was ac-
credited, and we offered services for
TLT: Which aspect of your academic Small Molecules on Transition Metals external customers. Some of these
education is benecial for current and Ultra Thin Transition Metal Layers. services also are available at Schaefer
research? I extended my knowledge concern- Technologies AG & Co. KG (see Figure
ing surfaces and coatings during my 1). The main change was the step into
Braun: The focus during my university work for the department for functional industrial product development.
time was solid state physics, especially materials in medicine and dentistry. The
surface science. So from the beginning work was focused on PVD-coated titani- TLT: What are your main interests
of my scientic work, I had to deal with um layers as well as calcium phosphates and key responsibilities in terms of
surfaces. It was an atomic view. How do research and development in your
physical vapor deposition (PVD) metal current role in the industry?
layers grow? How are their properties
inuenced by the substrate in the case It is necessary to combine Braun: Since I joined the company, one
of very thin layers? How does this of my main tasks and interests is to
inuence the interaction with small developments from look for new technologies and adapt
molecules? This work is documented different research areas the suitable ones to enhance our prod-
in several publications, mainly in Sur- ucts. It is necessary to combine devel-
face Sciencea journal devoted to the and to be open-minded to opments from different research areas
physics and chemistry of interfaces break new ground. and to be open-minded to break new
and in the doctorate theses with the ground. My earlier experience in vari-
title Adsorption and Coadsorption of ous subjects such as medical technics,

16 Although heavier elements exist in stars, the heaviest element that may be produced by fusion in a star is: helium, carbon, silicon or iron. A.
macroscopic view to a more microscop- ducing the common metal part to the
ic or atomic level view. For example, minimum or high capacity materials
rst the geometry played the main role with the possibility for downsizing. But
in tribology. Later they focused on the besides CO2, the whole exhaust emis-
lubricant by adding additives and mak- sion is to be improved further; thereby
ing further improvements. Up to now, oil free bearing solution may be asked
in electrohydrodynamics theory, the for in the future.
Figure 1 | Schaefer Technologies AG & Co. gradient of velocity is fully pictured in These media-lubricated or dry-run-
KG company logo. the oil lm. But more often, also due to ning systems also might play a rising
different coatings, we observe different role in other industrial applications like
surface science, coatings and quite a friction in fully separated surfaces un- hydropower.
number of analytical methods from der comparable conditions so that the
x-ray photoelectron spectroscopy to question of the interaction of the lubri- TLT: What knowledge do you think
atomic force microscopy helps a lot. cant with the surfaces gets of interest would be necessary to solve the
(see Figure 2). And from here on it gets upcoming challenges?
TLT: What would you describe as the complex because from the surface site,
main developments within bearing we have to deal with different material Braun: We need a deeper view of the
manufacturing in the last 10 years? (chemical) properties and also with interaction between surfaces and lubri-
slightly different roughness. On the cants. How the bearing surface is n-
Braun: Coatings and other methods to other site we have to deal with lubri- ished may affect the performance. It is
enhance the properties of acting surface cants. Thereby we often do not know not sufcient to describe the surface by
are strongly increasing. Additional im- the exact composition, especially when simple geometric parameters like mean
provements concerning manufacturing additives are included. roughness. Also more sophisticated
precisions are made, and new methods We also will see new challenges descriptions by values of the Abbott
for quality inspections are implement- from the market. Starting in the au- curve will leave a wide scope of differ-
ed. Since 2005 the focus for bearing tomotive industry with the upcoming ent characteristics as soon as chemi-
improvements was focused more and e-mobility and the further reduction cal properties have to be taken into
more on friction reduction. Thus, the of CO2, the weight of our product is account. Besides material and coating
interaction of the surface and the lu- important. There are two possibilities properties, the manufacturing pathway
bricant is important. Parallel further to manage that: new hybrid designs re- also can modify the surface chemistry.
developments concerning the models
were essential to understanding the
mechanism in more detail and in mak-
ing much better predictions.
One driving force from market view
was the strong increase of wind energy.
The challenges involved with that, like
large bearings and unspecic load situ-
ations, have lead to investment in test
capacity. Schaefer acts as cutting edge
with our large bearing test rig Astraios.

TLT: What do you think are


the challenges within bearing
manufacturing in the
upcoming years?

Braun: As I mentioned before, challeng-


es include the accuracy for the product
and also for the analytic methods in-
creased. So for further development we
focus more and more on very specic
interaction details, partly depending Figure 2 | Different friction forces for different surfaces with similar roughness but
strongly on the application parameter. different chemistry.
We can describe that as a shift from the

Iron. 17
Due to the process, different strains will remain or the surface
will be activated for favored adhesion partners. If we have the
knowledge to understand these differences and processes, we
can distinguish between the surfaces and are able to create
tailor-made surfaces for each application (see Figure 3).

TLT: Does that mean that one can think about new
manufacturing methods as well?

Braun: In the rst step, we still keep the methods we have, but
to understand their different impact on our product we need
a closer collaboration between the manufacturing units and
the product development. This also leads to the opportunity
of breaking new ground. The result can be that in some cases,
tailor-made products with less or no supplementary cost can
be produced. And on the other side, processes leading to the
desired surfaces can be realized.
Figure 3 | VG 320 oil works well with coated surfaces but bad
TLT: What role can surface engineering, especially with steel surfaces.
nanocomposite coatings, play in enhancing performance,
reliability and durability of bearings in harsh operational
conditions?
teracting systems. The load leads to a certain compression up
Braun: If we talk about oil-free solutions, the surface, for ex- to a certain depth in material. The propagation of these com-
ample, needs to be protected against corrosion. This can be pressions over the intermedia layer will be a challenge for the
done with coatings, but then we have more complicated in- coating adhesion strength, especially if it is highly repetitive.
With nanocomposite coatings, I combine two effects con-
cerning the word nano. First of all, nano is related to the grain
sizes. A very ne grained metal is more robust, the crack
propagation is reduced and stress maxima distributes better.
ACME-HARDESTY Second, some nanoparticle ller, homogeneously distributed,
RENEWABLE, SUSTAINABLE, can affect the material properties strongly. Many improve-
BIO-BASED PRODUCTS
ments concerning hardness, wear resistance or electrical con-
With a 70-year history ductivity are well known.
of solution-based sourcing in bio-based products, With the right composition and technics, a lot of different
Acme-Hardesty has earned the distinction properties can be adjusted and matched to the application. We
of being RSPO-certied, with many of our products still use the knowledge in our coating tool box and provide
being USDA BioPreferred. these benets successfully to our customers. Finally, the inter-
action to the lubricant can be improved if we know about the
Palm Based Oleochemicals & Derivatives:
Fatty Acids Glycerine necessary mechanism (e.g., the wettability), matched surface
Fatty Alcohols Fatty Acid Esters energies or best adhesion to special additives.
Fractionated Methyl Esters
Castor Oil & Derivatives:
12 Hydroxy Stearic Acid CO Fatty Acid TLT: As a bearing manufacturer, you can mainly affect
Hydrogenated Castor Oil Ricinoleic Acid the material and the surface, but as you described, the
Methyl 12 Hydroxy Stearate Sebacic Acid
interaction also is necessary to the lubricant, correct?
New Product:
Bio-PEGS
Braun: Yes, and on to a more atomic view of the process in
Its only Bio.Logical. to contact us: lubricated contacts, a close collaboration to lubricant sup-
(800) 223-7054 acme-hardesty.com pliers also is necessary. A tailor-made bearing also needs a
tailor-made lubricant since we are talking about sophisticated
applications.
For the day-to-day business, we can focus on a few lubri-
cants and optimize our products to the best interaction.

You can reach Wolfgang Braun at w.braun@schaefer.com.

18 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


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SCHOLARSHIP RESEARCH

The Effect of High Viscosity Index on


Fuel Economy with Bio-Derived Hydraulic Oils
Chris Jaudon*, Robert Jackson* and Tom Gallagher+
*Department of Mechanical Engineering and +Department of Forestry and Wildlife Sciences
Auburn University, Auburn, Ala.

Editors Note: This month TLT proles the 2015 recipient of The E. Richard Booser Scholarship Award,
Chris Jaudon (Auburn University). The Booser scholarship is awarded annually to undergraduate students
who have an interest in pursuing a career in tribology. As a requirement for receiving an STLE scholarship,
students are given the opportunity to participate in a tribology research project and to submit a report
summarizing their research. For more information about the Booser scholarship, visit www.stle.org.
Chris Jaudon is a junior at Auburn University in chemical engineering also pursuing a tribology minor.
The Booser scholarship has allowed him to conduct his research in Dr. Robert Jacksons Mechanical Engi-
neering Tribology Lab. Jaudon is president of Auburns Tribology and Lubrication Sciences student
organization. He also enjoys volunteering his time coaching youth sports in the Auburn community.
Jaudon plans to graduate in May 2017. You can reach him at ctj0008@auburn.edu.

INTRODUCTION benets this study utilizes ball-on-disk 80 N and a rotational speed of 0.1 m/s
Renewable, biodegradable uids that friction tests as well as a fuel economy for two hours. In order to check re-
can keep up with the increasing de- eld study using the most recent model peatability, each test case was repeated
mands of friction efciency and wear of a popular industry skidder. The skid- three times.
protection that are required in the lu- der is used in the forestry and logging
bricants industry are becoming more industry to transport freshly cut logs
highly sought after. Marine and for- to a central location. The combination
estry applications help drive this de- of lab and eld measurements allows
mand because they can be particularly for an accurate evaluation of the possi-
sensitive to the dangers of mineral bilities of fully formulated bio-derived
oil lubricant spills. This study aims lubricants.
to compare new high viscosity index
bio-derived hydraulic uids to more MATERIALS AND METHODS
traditional hydraulic oils on the basis The hydraulic uids studied were bio-
of lubricity and wear protection. Fluids derived ISO 46 base oils with viscosity
that have lower viscosity at cool start indexes of 223, 204 and 147. These
up temperatures, but can maintain were tested against the manufacturers
that viscosity to achieve volumetric recommended petroleum based oil, an
efciency and wear protection at high SAE 10 oil with a VI of 114. A Bruk-
Figure 1 | Bruker UMT used to perform ball-
temperatures improve efciency in hy- er-UMT friction testing machine was
on-disk test.
draulic systems.1 High viscosity index utilized to perform a ball-on-disk test
(VI) uids are benecial in lubricating (see Figure 1). A steel ball was on an
hydraulic systems because they are able E52100 steel disk. For Stribeck curve This test was also repeated twice at
to maintain their viscosity at high op- testing, coefcient of friction data was 100C, but with new uid and ball and
erating temperatures. Recent studies collected for a constant load of 30 N disk samples. A heat lamp that operat-
have shown that very high VI uids can and rotational speeds ranging from ed on a temperature control maintained
improve lm formation and friction 1-400 rpm. The disc was unloaded and the temperature. A Bruker Dektak150
characteristics.2 To investigate these then reloaded with a constant force of stylus prolometer was used to mea-

20 The color of molten sulfur is: yellow, red, blue or silvery white. A.
Figure 2 | Bruker Dektak 150 stylus used to Figure 3 | Average coefcient of friction at 80 N load and 0.1 m/s.
measure disk surfaces.

sure the wear on the surface of each

disk (see Figure 2).



The eld test portion was performed


using a forestry skidder that featured
the most recent technology in that area.
Each hydraulic uid was tested eight

times with each run consisting of 10
approximately half mile laps. The runs 
alternated loaded and unloaded laps to
simulate typical logging operation. The
logs were used consistently throughout
each test and to ensure repeatability
even though weight was lost from bark
and water, the standard was tested at
   
the beginning and end of the runs. Af-
ter each of the eight tests the fuel con-
Figure 4 | Average wear track width in micrometers.
sumption was recorded.

RESULTS AND DISCUSSION


The results of the friction test shown
in Figure 3 indicate the bio-derived


uids are able to outperform or match


the friction performance of the tradi-
tionally engineered product at room
temperature. When the temperature is 

increased to 100C the friction slightly
increases in the standard oil while the 

high VI uids are able to improve fric-
tion performance. At high temperatures
the bio uids maintain more of their
viscosity while it is possible the stan-
dard oil viscosity falls below its optimal
operating range.    
Figures 4 and 5 show the wear
widths and depths that were measured Figure 5 | Average wear track depth in micrometers.

Red. 21

Figure 6 | Plotted wear scar data measured by the prolometer for Figure 9 | Skidder lowering logs after loaded lap.
Bio 1.


    


Figure 7 | Fuel economy average consumption in gallons per minute.

Figure 10 | Skidder pulling logs.

after the ball-on-disk test. Bio uids 1 and 3 fail to achieve


the same wear protection as the standard oil in the room tem-
perature test, but bio uid 3 in particular is able to provide
superior wear protection when the temperature rises to 100C
(see Figure 6). One possible mechanism for this is the extreme
pressure additives inside the bio uid are only activated at the
high temperatures sometimes encountered in the operating
ranges for hydraulic systems.
Figure 7 shows the average fuel consumption, while Fig-
ure 8 presents GPS data that shows the course on which the
skidder pulled the logs (see Figures 9 and 10). The results of
the fuel consumption study are very consistent. Little or no
change in fuel economy occurred when switching between the
different hydraulic oils. There are two possible conclusions to
be drawn from these results. The rst is that the viscosity in-
dex of hydraulic oils does not have an effect on fuel economy.
Figure 8 | Aerial view of skidder course. This conclusion is most likely premature and a more accurate

22 The color that white phosphorus glows when oxidizing is: purple, blue, white or green. A.
conclusion would be that fuel economy product. The key is that these new
is not affected by viscosity index in the uids simultaneously provide a more
skidder specically. The majority of environmentally responsible option.
the skidders hydraulic system engage- The combination of environmental and
ment occurs from the operation of the tribological benets warrants more use
grapple during the raising and lower- and investigation of these bio-derived
ing of the logs, which accounts for a uids.
small portion of the fuel consumption
(see Figure 11). Other equipment that
is more hydraulically driven than the
skidder could still see a difference. REFERENCES
1. Herzog, S., Placek, D., Simko, R.
CONCLUSION and Neveu, C. (2002), Predicting
the pump efciency of hydraulic
Overall, this study shows that bio- uids to maximize system per-
derived lubricant technology is on par formance, SAE Technical Paper
with and has the potential to surpass 2002-01-1430, DOI:10.4271/2002-
01-1430.
their traditional counterparts. High VI
uids appear equipped to achieve low 2. Dardin, A., Hedrich, K., Ml-
ler, M., Topolovec-Miklozic, K. et
friction and wear at operating temper-
al. (2003), Inuence of polyal-
atures. While long-term wear perfor- kylmethacrylate viscosity index
mance needs to be further investigated, improvers on the efciency of
from a fuel economy perspective the lubricants, SAE Technical Paper
2003-01-1967, DOI:10.4271/2003-
bio-derived hydraulic oils can be used 01-1967.
Figure 11 | Chris Jaudon operating the skidder. interchangeably with the petroleum

Green. 23
LUBRICATION FUNDAMENTALS
Dr. Robert M. Gresham / Contributing Editor

Lifestyle balancing
Better management of your professional and personal lives can
afrm your values while increasing your productivity.

Can Stock Photo Inc. / styf22

THE FIRST TIME I HEARD THE TERM lifestyle balancing I was on a ski trip. One of our
group members, a marketing executive from a large pharmaceutical company, was
talking about this new employee program for their employees. I thought, cynically,
that this was just more corporate feel-good gobbly-gook.
But as I began to think about it, highly effective people do just that. First, by
lifestyle balancing we primarily mean balancing work life and home life. This unfor-
tunately requires a high level of self-discipline, but when you take a look at highly
effective people, that is one trait you can readily identify with and is common to
them all. They have the self-discipline to manage time effectively. This doesnt mean
coming up with some magic percentage break like 40% work, 60% home. Rather,
it involves constantly analyzing the things before you and focusing your time and
intellect toward that which you can manage most effectively.

24 The most abundant metal in the Earths crust is: magnesium, aluminum, silicon or iron. A.
Harvard Business School used to else. He got to see what life was like Being more productive, as long as it
have a so-called mail box test to teach on the job. Sometimes he brought his is consistent with her values, usually
managers how to manage their time ef- homework if I knew I was going to stay makes a person feel good about herself
fectively (today it would be an email for a while. And we got to spend time and generally more successful.
test, I suppose). But heres the idea. together. On the other hand, if he had And so it goes round and round. Life-
Suppose you just came into the of- a soccer game or some other activity style balancing has a lot to do with the
ce at 8 a.m. from a one-week vacation. important to him, I wouldnt hesitate values part of the equation. The values
Your boss comes in and tells you that to leave the ofce a little early to watch have to include both work life and home
you must give a marketing presenta- him play. life. It would be impossible to work for
tion to the board at 9 a.m. The phone At halftime during my sons games, a company you consider unethical, dis-
then rings and your plant manager while going to get a hot dog and drink, honest, crooked or the likeespecially
tells you there was a re at the plant I might be thinking about work. Once if they encourage you to behave that
and one employee was killed this becomes a habit, you al- waywell, unless those are your values,
and three badly burned. most arent aware you are too. Likewise, you cant work effectively
The phone rings again doing it. But a word of if you feel your family life is paying a
and your wife tells A balanced caution: I dont mean heavy price for you career. Where are
you your son just fell to condone those you on the productivity cycle? What
down the steps and lifestyle leads to obnoxious people does your lifestyle look like?
broke his arm, but the so-called loudly babbling on Interestingly, STLE plays a role for
the ambulance is their phones in inap- its members in the productivity cycle.
on the wayyou get productivity propriate places. Nor Clearly the various industry awards
the idea. There are no cycle. do I mean constantly STLE presents to members increase
truly right answers, but texting people at work their professional standing and should
the key is to identify what while Im supposed to be enhance the individuals feelings about
you can delegate, what you can watching my son play soccer. herself. Serving on various committees
have no measurable impact on, what The point also is when you are doing teaches skills in meetings and project
only you can do and so forth. Then something, concentrate on that, but management, which should enhance
take action. when there is downtime, dont waste a persons sense of contribution and
The second key trait is much like that time. The other key here is that all self-worth, and those same skills can
todays overworked term multitasking this must be in an appropriate balance. equally be applied on the job or in an
but not necessarily simultaneously. Additionally many companies have administrative committee, civic, church
The idea here is to try to keep your jogging trails and exercise rooms so em- or synagogue activity. Many members
mind reasonably engaged virtually ployees can manage their time as well bring their families to the STLE an-
at all times. For example, while you as their tness while at workit also nual meeting and then go on vacation
are doing something repetitious like helps to build relationships with other together afterward, which shows life-
mowing the lawn, you can be thinking employees, something harder to do style balancing. Indeed many mem-
through a presentation you will have to with so much digital communication bers talk of STLE as a family. Certainly
make or resolving a family problem and people working from their homes. a highlight of the annual meeting is
not just robotically mowing in circles. Further, I had a friend whose wife had the renewal of friendships made over
While driving down the road you can serious back surgery and needed him to the years, not only with the individual
be thinking about resolving a tough help with her recovery. He was able to member but often, at least in my expe-
customer problem or a problem your set up a special secure computer system rience, with their families as well.
son is having at schoolnot listening so he could work from home yet manage All of this reinforces our collective
to talk radio or music. Some people his lab work with his technicians and co- values and makes us more effective not
talk about doing their best thinking workers. This was years before working only at home and on the job but intrin-
while in the showerthats another from home had become commonplace. sically as individuals. I would encour-
good example. So why is lifestyle balancing impor- age you to get out the scales and see if
Companies can do a lot to make this tant? A balanced lifestyle leads to the you are in balance.
easy for their employees. For example, so-called productivity cycle. The idea
they can make it easier for employees is that if a woman (or man) is doing
to come in on nights and weekends things consistent with her values, she
when there is a need. With my son in will feel good about herself. If she feels Bob Gresham is STLEs director
tow, I used to go to the ofce on many good about herself and what she is do- of professional development.
Saturday mornings while on the way ing, then she will want to do more of You can reach him at
to the hardware store or somewhere it, which makes her more productive. rgresham@stle.org.

Aluminum. 25
WEBINARS
Stuart F. Brown / Contributing Editor

Shale energy development


trends and utilization
Hydraulic fracturing is the production
method broadly used in Pennsylvania.

AMIDST ALL THE FRACAS ABOUT FRACKINGOR HYDRAULIC FRACTURING of underground


shale depositsit helps to get an idea of what gas and oil drillers are actually
doing down where the sun doesnt shine.
Shale energy deposits exist in many locations around the world, but so far the
U.S. has led the way in harvesting the rock-bound hydrocarbons. A lot of visitors
make the trip to Pennsylvania these days to see how its done. There lies the vast
Marcellus deposit containing about 500 trillion cubic feet (TCF) of recoverable
natural gas, which is a supply sufcient to provide for the gas needs of the entire
U.S. for 20 years. The Marcellus is the countrys largest producer, putting out
about 35% of the yearly total (see Figure 1).

The Marcellus Shale has an estimated


500 TCF of recoverable gas, a 20-year
supply for the entire US.
Can Stock Photo Inc. / homydesign

Figure 1 | The depth of the Marcellus, the countrys largest producer. (Figure courtesy of Penn State
Universitys Marcellus Center for Outreach and Research.)

26 The lightest metallic element oats on water. This element is: lithium, beryllium, boron or sodium. A.
MEET THE PRESENTER

This article is based on a Webinar originally presented by STLE University on Nov. 19, 2015. Trends in Shale
Energy Development and Utilization is available at www.stle.org: $39 to STLE members, $59 for all others.
David Yoxtheimer, a registered professional geologist (P.G.), is a hydrogeologist and extension associate
with Pennsylvania State Universitys Marcellus Center for Outreach and Research (MCOR). He also serves as a
liaison to advise stakeholders on key environmental issues.
Prior to joining MCOR, he spent 18 years as a consulting hydrogeologist with expertise in water supply
development, karst hydrogeology, geophysical surveying, environmental permitting, shale energy geology
and integrated water resource management. He earned his bachelors of science degree in earth science from
Penn State University where he is currently completing his doctorate in geosciences.
You can reach Yoxtheimer at day122@psu.edu.
David
D id Yoxtheimer
Y th i

Figure 2 | This cross-sectional drawing shows the anatomy of a typical shale formation. (Figure courtesy of Penn State Universitys Marcellus Cen-
ter for Outreach and Research.)

This presentation draws on a Webi- produced 10 or 11 TCF of natural gas, 220,000 acres of shale to the west of
nar given on Nov. 19, 2015, by David leaving much more to be recovered that line containing methane and also
Yoxtheimer, hydrologist and extension from the remaining reserves. Shale a liquid natural gas, which includes
associate at the Pennsylvania State Uni- energy production has shown strong ethane, propane and butane, along
versitys Marcellus Center for Outreach growth over the past ve years. Run- with some oil. There are 210,000 acres
and Research, a research organization ning along a southwest/northeast axis of shale east of the wet/dry boundary
focused on shale energy. in the Marcellus is a line known as containing mostly methane.
To date the Marcellus Shale has the wet/dry gas boundary. There are Figure 2 shows the anatomy of a

Lithium. 27
Figure 3 | Gas and oil production. (Figure courtesy of Penn State Universitys Marcellus Center for Outreach and Research.)

typical shale well. Multiple strings of gree turn from vertical to horizontal the wells exterior walls. Next the crew
steel casing are each surrounded by a in the lower portion of the shale layer, sends water, sand and a mix of chemi-
sheath of specially designed cement where exploration has shown that the cals under high pressure down the
sealant. Such wells go down vertically brittleness and porosity of the rock per- well, where it ows outward through
until they have reached a depth about mit drilling more feet per day. the perforations and forces its way at a
1,000 feet above the shale formation. Situated at a lower depth than the pressure of about 10,000 psi into holes
At this point special mechanical fea- Marcellus Shale and beneath it is the and cracks in the shale layer, greatly
tures of the drill bit enable it to make Utica-Point Pleasant Shale, which increasing their surface area. Once the
a transition from drilling vertically to contains an estimated 800 trillion cu- pumps are shut down, the ow revers-
drilling horizontally. bic feet of gas and 2.0 billion barrels es with pressurized fracking uid and
Once the drill is pointed laterally it of recoverable oil. About 9,000 wells new gas and oil owing back up to the
can pierce the shale for a distance of have been drilled to date in Pennsylva- wellhead where it can be captured and
10,000 or more feet. Sending the bit nia. The Utica-Point Pleasant Shale is rened into saleable energy products
sideways for thousands of feet greatly actually a bigger eld than the Marcel- (see Figure 3).
increases the wells contact with the lus and could meet U.S. hydrocarbon Technical advances over the past
reservoir and the amount of hydrocar- needs for 30 years. Lowered gas and oil several years have greatly increased the
bons it produces. prices, however, have reduced explora- productivity of gas and oil wells. A well
Efciency is everything to compa- tion spending in these two basins. that would have produced three million
nies drilling for hydrocarbons. One of Theres a reason the production cubic feet of gas per day a few years
the keys to drilling efciencyespe- method in broad use in Pennsylvania ago can now produce more than 10
cially in the Marcellus Shaleis for rig is called hydraulic fracturing. After a million cubic feet today. The trend has
operators to select an underground tar- drill has turned the corner from a verti- been toward making a greater number
get zone that will yield more hydrocar- cal to a horizontal path, crews send a of perforations per foot in well casings.
bons from the ground per time spent perforating gun down the hole, where For a 5,000-foot section of horizontal
drilling. Drillers working on the Mar- it punches hundreds of dime-sized well, current practice is to divide it into
cellus deposits like to make the 90-de- openings in the steel casing forming about 200 three-foot intervals, each of

28 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


r P r o j e c t
You
Your focus is our focus. Join our team at STLE 2016
for these engaging technical presentations designed to
address key formulating challenges and enable you to
succeed in your market:
 Improving equipment reliability and uid longevity
with versatile formulation building blocks for gear oils
 Eliminating varnish in gas turbine lubricants with a
game-changing solution
 Lowering friction and enhancing durability in
automotive and industrial gear oil applications
 Optimizing lubricity in synthetic metalworking uids
 Surpassing performance attributes of existing food
grade greases with a novel solution

We at Dow are fully committed to collaborating with you


to enable your formulating success. We specialize in
energy efciency, extended lubricant performance, food
grade solutions, varnish elimination, re resistance, and
environmental acceptability.
Come talk to us at Booth 301 at STLE 2016 and join
the conversation on LinkedIn.

www.dowatstle.com

The DOW Diamond Logo is a trademark of The Dow Chemical Company


Figure 4 | Water use in fracking operations. (Figure courtesy of the EPA Hydraulic Fracturing Study Workplan, Penn State Universitys Marcellus Center
for Outreach and Research.)

which are fractured individually. By gion, surface water is used for fracking, fracking about 100 wells and conclud-
spacing the perforations more closely, while groundwater prevails in the west. ed that it would be about $20 million
drillers are able to inject a greater vol- Once drillers stop pumping uid down when truck fuel and maintenance and
ume of uid and proppant (a special a fracking well, the pressure release per- access road upkeep were factored in.
type of sand) into the shale formation. mits uid to begin owing back up the Further study revealed that they could
As the liquid component of fracking well and to the surface. These quantities build a 12 km pipeline through the area
uid ows back into the well casing can range from 5%-50% of the initial at a much lower cost of about $10 mil-
and up to the surface, the sand stays amount of uid originally injected into lion, which was the chosen method. On
behind in the fractured zones, holding the well. Fracking uid additives consist jobs such as this one in the Marcellus
the cracks open so that hydrocarbons of 1% or less of the total uid volume. basin or in the nearby Appalachian ba-
can continue to ow out of the shale. Fracking operations often rely on sin, about 90% of the uids used are
As the landscape above becomes popu- eets of heavy trucks to bring water recycled and used on the next fracking
lated with fewer drilling rigs, hydrocar- to drilling sites where it is mixed with job. In parts of Texas where lots of dis-
bon output stays the same, thanks to chemical additives that can include a posal wells exist, just 10%-20% of the
the large efciency increase the new friction reducer, a scale inhibitor and a uid might be recycled with the rest
methods bring. Its a combination of biocide. A typical well can require about pumped back in an injection well.
longer laterals with more perforation 1,000 truck trips of water. The high cost
and fracturing intervals. of all that trucking has led some drill-
Water gets consumed in abundance ers to construct local pipelines to carry
during frack drilling (see Figure 4). It water to and from well sites.
is used at the rate of 1.0 to 1.1 mil- At a mountainous Pennsylvania You can reach free-lance
lion gallons per 1,000 feet of lateral location, drillers studied the cost of writer Stuart F. Brown at
well completed. In the northeast re- trucking in all the water needed for www.stuartfbrown.com.

30 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


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FEATURE ARTICLE
Dr. Nancy McGuire / Contributing Editor

Minding the
metalworking
uids How the right tests,
consistent monitoring
and accurate records
reduce machine down
time and maintenance
costs.

PROPERLY MAINTAINED METALWORKING FLUIDS (MWFS) PROVIDE LUBRICITY,


COOLING, and corrosion inhibition, and they ush chips and other debris
KEY CONCEPTS
away from the work surface. Unlike hydraulic or lubricating uids,
metalworking uids are exposed to the shop environmentthey can
Metalworking operations are
pick up microbes, dust and other contaminants in a way that other
highly individualized
individualiz d and require
req ire a
uids dont. Keeping uids in good shape requires knowing the sources
h h degree of uid customization.
high of performance-limiting problems, knowing how to prevent them and
Water-dilutable uids and straight catching problems in the early stages.
oils need different types of There are numerous ASTM standard test methods covering many of
the condition monitoring protocols used for MWFs, but the real issue
monitoring.
is that the variety of demands on MWFs is greater than those placed
Fluid managers and vendors work on, say, engine lubricants. Its a wide open market, and end-users work
with metal shop staff to match with whatever provides the best performance, says STLE-member Neil
uids to operations
perations and keep Canter, principal at Chemical Solutions in Willow Grove, Pa. He notes
that metal shops rely heavily on longstanding relationships with their
uids in good condition.
uid vendors and management services, which can provide testing
services and recommendations.

32 The only element in the halide family that is a liquid at room temperature and pressure is: chlorine, iodine, uorine or bromine. A.
OIL AND WATER: TYPES OF METALWORKING FLUIDS

A wide range of metalworking uids is required for the many different types
of metal alloys and machining operations. Denitions for specic metalwork-
ing uid types can be found in ASTM D2881-12 (2014).1 Machine shops often
use more than one uid to meet their needs.
Straight oils are most commonly used in medium- to heavy-duty machin-
Can Stock Photo Inc. / sspopov
ing such as broaching (an operation that removes a thick layer of metal).
These mineral-based oils may be blended with additives to supplement their
performance. When an application mainly requires lubricity, straight oils do
the job. This is the only metalworking uid type not diluted with water.
WATER-DILUTABLE On the other end of the spectrum are water-based synthetic uids. These
FLUID WARNING SIGNS uids are mainly used for nishing operations like grinding where their
Regular monitoring and maintenance main function is cooling. Synthetic uids provide a small degree of lubricity
are especially important for water- through the use of ethylene oxide/propylene oxide block copolymers.
dilutable uids, which are gaining in In between are the emulsiable oils and semisynthetic uids. Emulsi-
popularity. These fluids, which in- able oils are based on mineral oils and are used for medium- to heavy-duty
clude synthetics, semisynthetics and applications requiring lubricity. Unlike the straight oils, they can be diluted
emulsiable (also known as soluble) with water to enhance their cooling capabilities. Advantages of these oils
oils provide more cooling than straight include good cost performance and ease of waste treatment.
oils do (see Oil and Water: Types of Met- Semisynthetics are the most versatile metalworking uids, combining
alworking Fluids). Cooling is critical water and oil base stocks with a variety of additives. These uids are micro-
in high-speed, high-throughput and emulsions that can have an oil content between 5%-50%.2 The versatility of
high-friction operations. But these u- semisynthetics allows you to use one uid for several applications, adjusting
ids require consistent monitoring for the amount of water to t the usage.
levels of antifoam additives, biocides, The type of uid you choose depends on the metal alloy, the machining
corrosion inhibitors, emulsiers and operation and the preference of the operator.
reserve alkalinity boosters. Some water-

Bromine. 33
based uids require checking every day iron chips lining the bottom. This phe- nies. Foaming can become a problem
or two to prevent bacteria and fungus nomenon, in fact, is sometimes referred in high-speed milling operations when
from taking hold. The primary driver to as Monday Morning Odor (MMO). antifoam additive levels drop too low.
for condition monitoring (CM) fre- However, systems without a trace
quency is the metalworking operation. of tramp oil also produce MMO. The STRAIGHT OIL STRATEGIES
A given MWF is likely to need more mechanism is the same, regardless of Straight oils, commonly used in
frequent CM when used in one appli- the presence of an oil layer. Microbes heavy-duty machining operations,
cation than in another. For example, produce a bouquet of foul smelling, are not diluted, but they do contain
an MWF used for a high-speed, tight volatile organic compounds (VOCs) various additives. They provide more
tolerance operation will have more in- and hydrogen sulde (H2S) continu- lubrication than cooling, but when
tense CM requirements than the same ously. When recirculation pumps are they fail to lubricate, friction and heat
uid used for a slower speed operation operating, the MWF is well aerated and buildup can actually cause the oil to
producing parts whose nishes and di- the malodorous molecules are oxidized catch re. Under severe conditions,
mensions are more forgiving. before they escape. When systems are hot metal chips can weld themselves
Water-dilutable uids are sold as shut down, oxygen in MWF is depleted to tool tips and manufactured parts.
concentrates and diluted on-site. The quickly, and VOCs and H2S accumulate Straight oils dont have the same
resulting mixture can be 90%-95% wa- in the stagnant MWF. When pumps are foaming and bacterial problems as wa-
ter, but concentrations can change over restarted on Monday morning, these ter-dilutable uids, says STLE-mem-
gases escape before they can be oxi- ber April Stevens, industry manager
dized. The result is MMO. It invariably for metalworking at Monson, an Azelis
takes several hours of ventilation and Americas company (formerly Colonial
MWFs are exposed to MWF recirculation to clear the air after Specialty Chemicals), a specialty chem-
Monday morning gas-release. H2S (rot- icals distributing company that focuses
the shop environment ten-egg odor) is produced by sulfate on the lubes, metalworking and grease
where they can pick up reducing bacteria-anaerobic bacteria markets. However, she continued, you
that get their energy by reduction sul- do get viscosity changes, contamina-
microbes, dust and other fate to H2S. However, aerobic bacteria tion from tramp oil and cleaners, oxi-
contaminants in a way scavenge the oxygen out of the MWF dation and depletion of EP and lubric-
and thereby create conditions appropri- ity additives. Fluid monitoring involves
other uids dont. ate for aerobic bacteria to grow. Both measuring additive levels, clarity, color,
aerobes and anaerobes produce waste copper corrosion and ash point, and
metabolites that contribute to the od- checking for the presence of water.
time due to degradation, contamination iferous MMO bouquet. Richard French, environmental
and water evaporation. Thus, concen- Even a thin lm of hydraulic or lu- team leader at Bristol Industries in
tration monitoring and topping off are bricating oil can seal off a tankful of Brea, Calif., notes that his companys
critical to good operations. uid from contact with air. This cre- operations use mostly straight-oil u-
Some shops contract with fluid ates an ideal environment for a diverse ids. Bristol, which manufactures nuts
management services to keep up with community (recent genetic testing has and other fasteners for the aerospace
this, but other companies rely on staff shown that MWFs can contain >1,000 industry, deals with hard metals, in-
to perform these services in-house. Best different species of microbes) for bacte- cluding steel, superalloys and titanium.
practice uid maintenance requires rial growth and biodeterioration activity. Their processes include stamping sheet
6-10 tests, Canter says, and most of Other signs of a poorly maintained metal, cold-forming and screw machin-
these are easy to perform. Monitoring water-based uid include hard water de- ing. Were selling a threaded hole, he
for pH, conductivity, concentration, posits, staining and corrosion of parts says, explaining that the operations
total alkalinity, microbes and dirt are and tools, uid foaming and emulsions require the heavy-duty performance
pretty standard, he notes. that separate. Tramp oil often contains characteristics of oil-based uids.
Microbial contamination, bacteria antiwear additives (such as zinc dial- In Bristols 180,000 square foot
and fungi in particular, is a key concern kyldithiophosphates, ZDDPs) that can building, only about 10 machines use
with these uids. A sump containing demulsify the metalworking uid. Hard water-based uids, French says. They
a water-based MWF that sits idle over water not only leaves mineral deposits; only use about six types of MWFs in
the weekend can smell like a barn full it can interfere with emulsiers in much order to control inventory and mini-
of rotten eggs on Monday, especially if the same way that it leaves a soap scum mize the complexity that arises from
it has a lm of tramp oil (hydraulic and ring around your bathtub. Filters and keeping track of multiple safety and
lubricant oils that stray into the sump) conduits can become clogged with metal environmental requirements.
covering the surface and a pile of cast chips, dirt and bacterial or fungal colo- Fluid maintenance at Bristol in-

34 True or false: The most common isotope of hydrogen has no neutrons. A.


volves keeping tap life recordshow
many threaded parts can a tap pro-
duce before its performance begins to
decline? A degraded oil provides less
lubricity between the tap and the nut,
causing the tap to work harder and
wearing it down. Tool operators keep
an eye on oil color and watch for signs
of cloudiness, both of which indicate
a buildup of metal particles in the oil.
Vendors promoting new products
are asked to provide a report contain-
ing lab analysis results and summa-
rizing the characteristics of the uid,
French continues. They also are asked
to provide a sample of the uid, which
is tested on one of Bristols machines
to see if it meets the performance stan-
dards required by the operation.
Bristol used about 24,000 gallons of
metalworking uid in 2015 (and dis-
posed of about 14,000 gallons), and its
low-maintenance monitoring routine
seems to work well for the company.
Bristol did have to replace about 4,000 Figure 1 | Cutting uid sprayed on a milling machine. (Photo courtesy of Glenn McKechnie.)
gallons of oil once, French says, when
an oil-handling crew in the plant ac-
cidentally mixed a batch of recycled
high-sulfur oil with the recycled met- at POLARIS Labs headquarters in In- cutting), the speed and throughput of
alworking oil. Lab testing might have dianapolis, Ind. Customers dont want the operations and the properties of the
prevented this problem, but good con- to pay for scrap, he adds. uid itself (see Figure 1).
tainer labeling practices and worker Preventing problems can save mon- Condition-based maintenance not
training are effective as well. ey by letting you use uids, especially only saves money, but it helps prevent
Bristol contracts with a uid man- water-dilutable uids, longer before over- or under-treating uids, says Pa-
agement company that helps it keep having to replace them, explains Ste- pacek. For example, adding too much
current on uids with better perfor- vens. She notes that keeping bacteria antifoam can actually increase the
mance and a longer run life, as well as and fungus at bay requires regular amount of foam. Some additives affect
complying with environmental regula- monitoring of additive concentrations the pH of the solution, so if you over-
tions. French noted that the company (some additives serve as nutrients to treat, you could damage the surface
requests fluids without chlorinated microbes) and pH levels. Tramp oil not nish of the parts you make. Surface
parafns, which pose a waste disposal only promotes bacterial growth, but it nish is usually a principal concern
problem. (Editors note: For more on also can break down metalworking for machined parts, he notes.
the EPAs ruling on chlorinated paraf- uid emulsions. Letting uid problems Keeping an eye on things, includ-
ns, see the special industry report in get out of hand can reduce tool life and ing keeping good records, prevents you
the March 2016 TLT.) cause health problems for shop work- from disposing of a uid before the end
ers, she says. of its operational lifetime, but it also re-
WHY MONITOR? Regular uid monitoring and test- veals developing trends that could force
Regular and consistent monitoring ing is a key element of condition-based you to replace the uid earlier than
of MWFs can help you spot deterio- maintenance. Rather than topping off usual. A batch of uid that requires
ration in the early stages, so you can additives and replacing uid batches on more and more frequent topping off of
head off a potential problem before a a xed schedule, these steps are taken the additives, or one where the addi-
batch of defective parts forces you to when the uid requires it. This varies tives do not stay emulsied in the uid,
shut down operations to correct the based on the nature of the metal (e.g., might be an indication that the uid is
problem, says STLE-member Jason steel versus aluminum or titanium), the reaching the end of its useful life.2
Papacek, director of technical services type of operation (grinding, forming, Testing new uids gives you an idea

True. 35
of how they are going to performhow
much water hardness or tramp oil they
will withstand, for example. Much of
this information is available from the
Figure 2 |
uid manufacturer, but metalworking
operations tend to be highly individual- A compact
ized, and each operation introduces its pH meter.
own variables into the mix.
(Photo courtesy
WHO DOES THE TESTING? of www.lodi.gov/
Storm_Drain_De-
Because metalworking uids rely heav-
tectives.)
ily on proper maintenance, lab and on-
site testing is an important factor in
keeping the process in control, says Pa-
pacek. Metalworking uids tend to be
specialized, and their applications are
highly process- and site-dependent. Us-
ers customize the component balance users send in troubleshooting samples
and additives to their own processes, when theres a problem, but others send
and they often do their testing on-site, monthly or quarterly check samples to
he says. validate results from their in-house
Commercial testing laboratories laboratories and eld tests.
generally turn samples around in one Fluid distributing companies often
to ve business days, depending on offer testing services, but Stevens and
how routine and complex the tests are. Papacek agree that this aspect of the
A concentration by refractometer or business is shrinking as oil distributors
pH test might take just moments; mi- move out of the metalworking uids
crobial culture tests (bacteria, fungus, market. Canter concurs, noting that
mold) will take longer as it takes time many high-speed machining operations
to grow the microbial colonies. require the cooling that water-dilutable
Some tests can be done in the metal uids provide. Because these uids are
shop, using paper test strips, premade sold as concentrates, their performance
test kits or handheld devices. For very depends in part on factors introduced
small operations, a visual (and odor) in- by the end-user, including water quali-
spection of the sump could be sufcient. ty, dilution levels, specialized additives,
Larger sumps or central systems might reactive metal residues and tramp oil
require monitoring every day or two. contamination.
Large operations maintain in-house Figure 3 | Person pouring a fruit juice
labs, complete with uid experts on WHAT DO YOU TEST? sample onto a refractometer plate.
staff, for more sophisticated testing and The level of sophistication of your uid (Photo courtesy of Lyza at
troubleshooting. Manufacturing op- testing regimen depends on the size www.ickr.com/photos/lyza/.)
erations have high throughput, which and throughput of your operation and
makes it worthwhile to have an in-house the specic requirements of the metals,
lab for quick feedback, notes Papacek. processes and uids you deal with. (See
Independent testing labs routinely Reference 3 for a comprehensive review of has gotten out of control.
augment lubricant test reports with metalworking uid properties and testing.) Handheld refractometers are a rela-
recommendations based on the data. Fluid testing can be as simple as dip- tively inexpensive and easy way to
However, for MWF samples, they pro- ping a paper pH test strip into the sump determine concentrate levels in uids
vide only the test data, Papacek says. and matching the color change against a that are diluted with water (see Figure
Metalworking uid testing represents a reference chart, although handheld pH 3). Numerical readings from the refrac-
small part of POLARIS Labs business, meters give you more precise readouts tometer are multiplied by a uid-specif-
and most of the labs metalworking with almost the same speed and ease of ic factor provided by the uid manufac-
customers are end-users, rather than use (see Figure 2). When pH readings turer. This factor is sometimes modied
metalworking fluid manufacturers, fall below about 8.5, it is typically a to account for practical experience in
who have their own labs. Some end- clear indication that microbial activity the shop.

36 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


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All trademarks used herein are trademarks or registered trademarks of Exxon Mobil Corporation or one of its subsidiaries unless otherwise noted.
ity levels and mineral components in the water, including
hard water cations (calcium and magnesium). Conductivity
measurements test for electrolytes (e.g., chloride ions) that
can lead to corrosion problems.
Testing labs also can identify nitrogen-containing com-
pounds, including amines, amides and ammonium salts that
come from oxidation inhibitors, emulsiers, surfactants, pH
buffers, biocides and microbial activity. Relatively benign nitro-
gen compounds can be transformed into toxic or carcinogenic
compounds under high heat and pressure conditions, so uid
developers keep an eye on them using chemical analysis.
Spectrometers provide ultra-precise monitoring of color
changes (a sign of possible microbial or tramp oil contami-
nation or uid degradation). Turbidimeters track changes in
uid clarity, an early warning signal of particulate contamina-
Figure 4 | A turbidimeter that tracks changes in uid clarity. tion or emulsion breakdown (see Figure 4). Viscometry keeps
(Photo courtesy of www.lodi.gov/Storm_Drain_Detectives.) tabs on lubricity changes in straight oils. The effectiveness of
corrosion inhibitors can be monitored using standardized cast
iron chips (ASTM method D4627).
Tramp oil levels can be measured using an acid split test
Particle counters can stave off problems with metal chips to separate the oil and water phases of an emulsion. This test
and nes, as well as dirt and dust. Particles larger than 10 mi- procedure enables end-users also to determine how much free
crons can clog lters and recirculating systems, and particles oil (oating on top of the MWF) and entrained oil are present.
smaller than 10 microns destabilize emulsions. Some particle
counters can measure particles as small as a few tenths of a HEALTH AND
micron across. ENVIRONMENTAL ISSUES
Dip slidespaddle-shaped devices with a coating of agar The motivation for good uid maintenance is mostly econom-
or other microbial culture medium on one endare the sim- ic, says Stevens. However, worker safety and environmental
plest means of microbial testing. As the name suggests, you issues also factor in.
dip them into the uid. Afterward, you allow the slides to From an environmental standpoint, the fact that microbes
incubate and count the microbial colonies. Simple micro- nd water-based uids tasty can actually be a benetthats
bial colony counts can be done at an in-house lab, but you what biodegradability is all about. However, you dont want
might have to send samples out for more sophisticated tests the biodegradation process to start until you nish using the
including adenosine triphosphate measurement by enzymatic uid, so monitoring and maintaining biocide levels helps
luminescence spectros- keep microbe levels under
copy (ASTM Test Method control.
E2694), measurement of Despite all scientific
dissolved oxygen (DO)
The time you invest in testing is much less evidence to the contrary,4
and catalase testing. The than the time you spend xing problems. ofcials with the U.S. EPAs
data can then be used in Ofce of Pesticides Pro-
time to guide preventive grams, and consequently
action. Taking samples requires some basic user training MWF formulators and end-users, are perennially concerned
you have to be careful not to cross-contaminate samples. about hexahydro-1,3,5-tris (2-hydroxyethyl)-s-triazine and
Samples should be taken from a sampling or drain valve or other biocides. However, regulations limit the ingredients that
obtained by dipping an unused bottle more than ve centi- can be used to manufacture the uids, which eases the burden
meters below the surface of the bulk uid. on end-users.
EP additives contain sulfur, chlorine and phosphorus com- It is commonly (and erroneously) believed that dermatitis
pounds, Stevens says. Tests for these components are more dif- (one of the most common worker safety problems) is caused
cult to do on-site, but you can send samples to a testing lab by bacteria and fungi growing in the uids. Prof. E.O. Ben-
or your metalworking uid supplier for tests. nett did a substantial amount of work testing this erroneous
Large-scale operations and manufacturers that develop and theory and found that irritant contact dermatitis was invari-
benchmark new metalworking uids rely on in-house or com- able a reaction of the skin to various chemicals, and was not
mercial testing laboratories to identify and quantify specic caused by microbial infection. Conditions that are unfriendly
chemical components of a uid or its contaminants. Titration to skin are excessive MWF concentrations, high pH or alkalin-
methods can provide precise information on reserve alkalin- ity, contaminants (e.g., cleaners and tramp oils) or overuse

38 Which of the following elements is an alkali metal: sodium, calcium, carbon, zinc or platinum? A.
of additives (e.g., microbicides or rust users have good machine enclosures the uids condition and performance.
preventives). Certain dissolved metals and mist collectors to keep the problem Fluid testing can help prevent over-
also can cause dermatitis. Numerous contained. In the end, the best preven- treatment as well as under-treatment by
microscopic cuts and abrasions caused tive measure is good personal hygiene. giving an accurate picture of additive
by metal particles in MWFs can ren- levels over time.
der workers susceptible to irritation. WORTH THE EFFORT The result is fewer defective parts,
Allergic reaction to one or more MWF Diligent MWF monitoring and mainte- longer tool life, less waste disposal
component molecules can result in al- nance more than makes up for the time and better working conditions for
lergic contact dermatitis. and expense it requires. The time you employees.
Even uids in good condition can invest in testing is much less than the
cause skin irritation, however. Addi- time you spend xing problems, says
tive concentrates for water-containing Canter.
uids tend to be highly alkaline, and In addition to heading off problems Nancy McGuire is a free-lance
some coolants can irritate skin. Protec- in the early stages, testing can extend writer based in Silver Spring,
tive gloves, hand creams and protective the amount of time you use a uid by Md. You can contact her at
clothing can counteract this. Most end- basing the replacement schedule on nmcguire@wordchemist.com.

REFERENCES
1. Please see ASTM D2881-12 (2014) at www.astm.org/Standards/D2881.htm.
2. Development of Guidelines for Using and Maintaining Metalworking Fluids, White paper sponsored by STLE, May 2008, by Neil Canter.
3. Brinksmeier, E., Meyer, D., Huesmann-Cordes, A.G. and Herrmann, C. (2015), Metalworking uidsMechanisms and performance, CIRP Annals
Manufacturing Technology, 64 (2), pp. 605-628. DOI: 10.1016/j.cirp.2015.05.003 (open access).
4. Passman, F., Canter, N., Rotherham, R., Byers, J. and Eachus, A. (2016), MWF biocides part II: Science vs. ction, TLT, 72 (3), pp. 46-57.

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Sodium. 39
PEER-REVIEWED

The Inuence of Total Acid Number of Ester Oil


in Tribological Behavior of DLC Contacts
JINZHU TANG,1,2 QI DING,1 GUANGAN ZHANG,1 and LITIAN HU1
1
State Key Laboratory of Solid Lubrication, Lanzhou Institute of Chemical Physics, Chinese Academy of Sciences,
Lanzhou 730000, P.R. China
2
University of Chinese Academy of Sciences, Beijing 100049, P.R. China

Manuscript received Nov. 24, 2014


Manuscript accepted Feb. 21, 2015
KEY WORDS
Review led by Gary Doll Solid Lubrication Wear; Boundary Lubrication; Biodegradable Oils; Acidity; Oxidative
STLE Degradation

ABSTRACT
The synergetic lubrication effects between diamond-like carbon (DLC) coatings and lu-
bricating oils have draw much attention for the past decades, and promising results have
been reported between DLC and biodegradable synthetic ester, which might be a potential
solution in energy conservation and environmental protection. However, the challenges lie in
Editors Note: While it may be that the synthetic ester oils exhibit lower oxidation stability than the hydrocarbon oils and
quite common for a condition are prone to produce organic acids in the aging process. Thus, investigating the tribologi-
monitoring program to include cal behavior of DLC coating in acidied ester oil is meaningful to the long-term reliability
acid number as parameter for of ester-lubricated DLC contacts. In this article, the friction and wear behavior of DLC
conrming oxidation of a uid, DLC, DLC/steel, and steelsteel contacts in acidic ester oils with different total acid values
it is relatively unknown that (TANs) is systematically studied. It was found that acidication of ester oil showed certain
this parameter also may hint benecial tribological effects for the self-mated steel and DLC contacts but could cause severe
changes to the coefcient of wear loss on steel counterparts with a special polished appearance for steelDLC hybrid
friction. This months Editors contacts. By focusing on the properties of the tribolm formed on the contact surfaces, a
Choice paper investigates possible tribological mechanism was discussed. Finally, it was proposed that the steelDLC
such changes with steel and contacts exhibited low tolerance to organic acids and thus the additives that could dissipate
diamond-like carbon coat- the produced organic acids are a critical component in lubricating oils that were tailored
ings using a biodegradable for the steelDLC contacts.
synthetic ester lubricant. The
ndings show a denite bias INTRODUCTION
that is dependent on the two Diamond-like carbon (DLC) coatings are well known for their excellent tribological
materials in contact, which properties and thus have been widely used in various mechanical systems, including
supports the need for differ- automobile engines and rolling bearings (Franklin and Baranowska (1); Kalin, et al.(2)).
ent additive technologies to Because DLC-coated surfaces are usually lubricated by oils or greases, the compatibility
suit. and effectiveness of lubricants on DLC are crucial for the performance of mechanical
systems. Accordingly, for the past decades, studies have focused on the reactivity of
Evan Zabawski, CLS DLC with traditionally additives, such as zinc dialkyl dithiophosphate and molybdenum
Editor dithiocarbamate, investigating possible reaction products and their effects on tribologi-
cal performance (Topolovec-Miklozic, et al. (3); Mistry, et al. (4), (5); Equey, et al. (6);

40 Which of the following elements is a halogen: potassium, aluminum, carbon, oxygen or chlorine? A.
Gangopadhyay, et al. (7); Vengudusamy, et al. (8); de Barros an engine system. Thus, systematic works are still needed to
Bouchet, et al.(9); Kalin and Vizintin(10)). comprehensively study the friction and wear behavior of dif-
On the other hand, environmental concerns over the use ferent DLCsteel mating combinations in acidied ester oils
of petroleum-based products and traditional additives con- with a wider range of acidity. Then it be possible to provide
taining S and P have led to increased interests in biodegrad- guidelines to adopt the best coating and lubrication strategy
able lubricants and additives, and relative research about the for mechanical systems, especially those for which high reli-
synergetic effects between DLC and environmental friendly ability and long service life are the major concerns.
lubricants has been conducted (Minami, et al. (11); Simic, et In this article, a systematical study on the effects of organic
al. (12); Kano, et al. (13); Jia, et al. (14); Tasdemir, et al. (15); acids on the tribological performance of different DLCsteel
Kano (16); De Barros Bouchet, et al. (17); Bobzin, et al. (18); mating combinations is reported. A series of synthetic ester
Bouchet, et al. (19); Simic and Kalin (20), (21); Kalin, et al. oils with different TAN values were prepared to simulate the
(22); Kalin and Simic (23); Makowski, et al. (24); Habchi, et different degrees of degradation of the ester oil. By focusing
al. (25); Matta, et al. (26)). A series of compounds containing on the material characteristics of the formed tribolm on DLC
OH or COOH were investigated, including glycerol mono- and steel, the special friction and wear behavior of DLC/steel
oleate, glycerol, acetic acid, lactic acid, alcohols, synthetic contacts are discussed.
ester, and some vegetable oils. Promising alternatives to tra-
ditional lubricants for DLC contacts were reported, such as EXPERIMENTAL
glycerol mono-oleate and trimethylolpropane ester. Material Preparation and Characterization
However, biodegradable synthetic esters show lower sta- In this study, tribological tests were performed using a ball-
bility than the hydrocarbon oils and are prone to produce on-disk testing conguration. Both the balls and disks were
organic acids due to oxidation, aging, and hydrolysis during coated with DLC coatings. The balls were commercially avail-
storage, transportation, and utilization (The vegetable oils able, standard bearing steel balls (AISI 52100) with a diameter
originally have a large amount of fatty acids.) For instance, of 6 mm, a hardness around 850 HV, and a surface roughness
Ashraful, et al. (27) found that the total acid number (TAN) of Ra )0.03 +m. The disks were bearing steel (AISI 52100)
values increased proportionately with storage time. The TAN disks, which were ground and polished to a nal roughness Ra
values for pure palm oil methyl ester, jatropha methyl es- of 0.02 +m (measured with a prolometer). Some of the steel
ter, and coconut oil methyl ester increased from about 1.0 disks were used as steel specimens in the tribological tests,
to about 3.0 mg KOH/g during the 12-week storage period and some were further coated with DLC through a commer-
at room temperature. Similar results were also obtained by cial UDP650 magnetron sputtering deposition system (Teer
Obadiah, et al. (28). According to ASTM D4625 (30C/50 Coatings Ltd., UK). The deposited DLC coatings were non-
weeks), they found the TAN of Pongamia biodiesel rose up hydrogenated DLC without dopping elements. After tting
to 6 mg KOH/g. High temperature could also accelerate the the Raman spectra of the as-deposited DLC according to
acidication of ester oil. After oxidizing at 150C for 60 h, Ferrari and Robertson (30), the G peak position was around
Wu, et al. (29) found that the synthetic ester oil would be 1550 cm-1 and the ID/IG ratio was around 1.0, which gave the
highly acidied with increased TAN values from 0.04 up to sp3 content around 12% in the prepared DLC coating. A thin
13.24 mg KOH/g. Furthermore, they found that the tribologi- Cr interlayer was deposited to enhance the adhesion between
cal properties of the ester oil were signicantly inuenced by the DLC and steel substrates.
the produced organic acids for steel contacts. Thus, investigat- The basic properties of the deposited DLC coating are
ing the inuence of organic acids on the tribological behavior listed in Table 1.
of DLC contacts is meaningful for the long-term use of the The inuence of ester structure on the boundary lubrica-
DLC contacts in synthetic ester oils. tion of DLC coatings is still less clear and esters with com-
Recently, a series of studies on the adsorption mechanisms plex molecular structures are not easily puried. Thus, for
and tribological effects of fatty acid on DLC were reported
by Simic, et al. (12), and Simic and Kalin (20), (21). They
conrmed that fatty acids could adsorb chemically and physi-
TABLE 1THE BASIC CHARACTERISTICS OF DEPOSITED DLC
cally on DLC surfaces to create a protective layer, as they did
COATING
on steel. However, the acid concentration in their study was
Item Properties
so low ()0.67 wt%) that the oil acidity is much lower than
typical acidity of highly oxidized ester oil as reported by Wu, Substrate AISI 52100 bearing steel
et al. (29). Moreover, the contacts used in their study were Coating method Physical vapor deposition (PVD)
self-mated steel and DLC contacts to verify the actual reactiv- Thickness (mm) 2.0
Surface roughness, Ra (nm) 14 5
ity of the DLC coating. However, in practice, the DLC/metal
Hardness (GPa) 16
contacts are the most used mating combination in mechani- Youngs modulus (GPa) 900 50
cal system such as a DLC-coated bucket tappet with a steel sp3 Content Around 12%
cam and a DLC-coated piston ring with a steel cylinder in

Chlorine. 41
simplicity, the base oil used in this study was chosen from the
group of monoesters with a straight-chain structure. For the
monoesters, long chains are needed to ensure enough viscos-
ity and low volatility for the tribological tests, and the oleic
acid esters could be in liquid state at room temperature due
to the unsaturated structure. Therefore, n-butyl oleate with
a viscosity of 6.8 mm2/s at 40C was chosen as the base oil
rather than diesters or polyol esters. To simulate the different
degrees of degradation of the base oil, oleic acid was added
at a series of concentrations of 1, 3, 5, 7, and 9 wt%, which
corresponded to the TAN values of 1.99, 5.96, 9.93, 13.90,
and 17.87 mg KOH/g.

Tribological Test
Boundary lubrication friction tests were carried out using a
reciprocating ball-on-disk friction tester (UMT-2MT, CETR)
at room temperature (2427C) and in open air (relative hu- Figure 1 | Friction coefcients of steelsteel, steelDLC, and DLC
midity of 2040%). A load of 15 N was applied through a DLC contacts for different TAN values.
stationary loading system, which resulted in an initial average
Hertzian contact stress of about 1.0 GPa. The sliding stroke
was 5 mm and the frequency was 5 Hz, which provided 0.05
m/s of relative contact velocity. The theoretical minimum lm
thickness (hmin) and dimensionless lambda (h) ratio were
calculated using Eqs. [1] and [2]. The calculated h parameter
was 0.04, which states that the lubrication regime was bound-
ary lubrication(h < 1).

 
hmin U h 0:68  0 0:49  w  0:073  
0 D 3:63 0 00 aE 1 e 0:68k [1]
R ER E0 R0 2

hmin
D q ; [2]
Rq1 2 C Rq2 2

where R' is the reduced radius of curvature, U is the entrain-


ing surface velocity, W is the normal load, E' is the reduced
Youngs modulus, do is the dynamic viscosity, _ is the pres- Figure 2 | Wear rates of the disks in steelsteel, steelDLC, and
sureviscosity coefcient, Rq1 is the surface roughness of the DLCDLC contacts for different TAN values.
ball, and Rq2 is the surface roughness of the disc.
The test duration was 45 min, resulting in a total sliding
distance of 135 m for each experiment. All experiments were
repeated three to ve times to ensure statistically relevant load, and S is the total sliding distance. The worn surfaces of
results and the average values are presented in Figure 1 and the steel ball were observed by an optical microscope. Micro-
Figure 2. The same amount of oil, about 0.2 ml, was spread on Raman spectroscopy (Lab JY.HR800, Horiba, with 532 nm
the disk before the mating surfaces were brought in contact, laser excitation) was used to evaluate structural changes in
and no additional oil was supplied to the contact after start- DLC coatings after tribological tests.
ing the experiment.
To investigate the inuence of paired materials, three mat- RESULTS
ing combinations were designed; that is, steelsteel, steel Friction and Wear
DLC, and DLCDLC combinations. In the steelDLC com- The coefcients of friction (COFs) and the average wear rates
bination, the steel specimen was always the upper ball. The for three material combinations at each TAN value are pre-
worn volumes were measured by a MicroXAM 3D proler sented in Figures 1 and 2. As shown in Figure 1, for all tested
(ADE Phase-Shift). The specic wear rate coefcient K was liquid lubricants, the COFs of steelDLC contacts were the
calculated for the ball using the equation by Archard and highest, and the ones for DLCDLC contacts were the lowest.
Hirst: K = V /FS, where V is the wear volume, F is the normal Additionally, quite different behaviors can be observed as

42 Which of the following elements is a transition metal: sodium, magnesium, aluminum, manganese or lead? A.
Figure 3 | Variation in COF with respect to time for (a) steelsteel, (b) steelDLC, and (c) DLCDLC.

a function of TAN values for the different materials combina- the value of the wear rate could be reduced to 4.7 10-9 mm3.
tions. For steelsteel contacts, the COF was approximately (N.m)-1, which was about 60.8% lower than that in original
0.10 under the lubrication of the original ester oil. When ester oil alone and was even lower than that of DLCDLC
oleic acid was added, the COF was gradually decreasing with contacts under the same conditions. In DLCDLC contacts,
an increase in TAN values. At 17.87 mg KOH/g, the COF was similar to the COFs, the wear rates showed a weak depen-
lowered to 0.08, which was about 15% lower than that with dence on TAN values, and only a slight reduction in wear rate
base oil alone. In steelDLC contacts, the coefcient of fric- could be observed when the TAN values increased from 1.99
tion with just the base oil being used was approximately 0.10. to 17.87 mg KOH/g.
Adding a small amount of oleic acid (1 wt%, 1.99 mg KOH/g) Figure 3 shows the COF variation with respect to time
could slightly reduce the friction. However, a further increase for the three contacts. It was found that the acidication of
in TAN values would raise the COF as shown in Figure 1. In ester oil shows less impact on friction evolution for DLCDLC
DLCDLC contacts, the COF was approximately 0.07 under contacts than that for steelsteel contacts. The COF curves
the lubrication of the base oil, and across the whole range of DLCDLC contacts in original and acidied oil exhibited
of additive concentrations the COFs for DLCDLC contacts nearly the same evolution process, which increased from 0.05
remained at around 0.07, exhibiting weak dependences on gradually to 0.07 after the running-in process. The running-
acid concentration. The observed trends of the TAN values in process may be correlated with the wear of DLC contacts.
and friction coefcients for DLCDLC pairs are similar to After a period of wear, the DLC-coated ball and DLC disks
previous studies (Simic and Kalin (21)). may reach a stable contact area and thus a stable COF. Because
The relationship between the TAN values and the aver- the oleic acid showed a slight inuence on the wear of DLC
age wear rates of the disks is presented in Figure 2. It can coating (Figure 2), similar COF evolutions were observed for
be observed that the DLC coatings, whether paired with a DLC contacts in original and highly acidied oil.
steel ball or DLC-coated ball, exhibited much better antiwear
performance than the steel in both the original ester oil and Surface Analysis
acidic ester oil. Additionally, the addition of oleic acid shows Figure 4 shows microscopic images of wear scars on the
nearly no inuence on the wear rate of steel or DLC at 1.99 counterball for the steelsteel, steelDLC, and DLCDLC
mg KOH/g. However, with the increased TAN values, the wear contacts lubricated with ester oil at various TAN values. It is
rates show obviously different variation trends for different seen that in steelsteel and DLCDLC contacts, increasing the
material combinations. For steelsteel contacts, the wear rates TAN had little effect on the diameter of wear scars, whereas
were drastically increased to around 4.4 10-8 mm3.(N.m)-1 in steelDLC contacts an obvious increase in the wear scar
when the TAN values were above 5.96 mg KOH/g. These re- diameter could be found when the TAN was increased.
sults show that the high TAN values could effectively decrease It is noteworthy that an increase in TAN could result in
the friction but result in high wear rate for the traditional morphological changes in the wear scars. For steelsteel con-
steelsteel contacts. tacts, the highly adhesive wear character is clearly depicted in
In steelDLC contacts, the average wear rate of the DLC Figure 4a. However, such phenomenon was eliminated at high
disks was approximately 1.2 10-8 mm3.(N.m)-1 in the origi- TAN values, and the wear surface exhibited a microgroove
nal ester oil, which was higher than that of the DLC disk in morphology. For steelDLC contacts, in original ester oil, mi-
DLCDLC contacts (8 10-9 mm3.(N.m)-1). However, adding crogrooves dominated in the wear scar on the steel ball that
the oleic acid could effectively lower the wear loss of DLC in was paired with the DLC-coated disks. At lower TAN values,
the steelDLC contacts. At a TAN value of 17.87 mg KOH/g, some smooth areas could be found in the center of the wear

Manganese. 43
debris, showing a typical adhesive wear
mechanism. However, as can be seen
from Figure 5b, in acidic oil, the wear
track prole changed from wide, pro-
truding peaks to narrow, deep grooves,
which is characteristic of abrasive wear.
As shown in Figure 5c, for steelDLC
contacts, severe abrasive wear occurred
on the DLC in original ester oil, as evi-
denced by some deep grooves on the
wear tracks. However, in the acidic oil,
such abrasive wear could be effectively
relieved as shown in Figure 5d. From
Figures 5e and 5f, it can be seen that
the wear of disk in DLCDLC contacts
was the lowest compared to other two
combinations. The sliding track was
very smooth, with small signs of abra-
sive wear in the sliding direction.

Raman Analyses of Worn Surfaces


Raman spectroscopy is recognized as a
convenient way to obtain the detailed
bonding structure of DLC lms. Figure
6 shows the Raman spectra obtained
from the as-deposited DLC and wear
track after sliding tests in the original
ester oil and acidic oil. All of the spec-
tra show a broad band between 1100
and 1750 cm-1, typical of amorphous
carbon. The obtained spectra were de-
convoluted by the BWF C Lorentzian
pair into two main Raman bands, one
located at 1550 cm-1 (G band) and
the other at 1360 cm-1 (D band). The
program FITYK was applied for peak
tting using the LevenbergMarquardt
algorithm for nonlinear least-squares
optimization. Figure 7 summarizes the
tting results of G peak position and
the ID/IG ratio.
Figure 4 | Optical images of wear surfaces of balls for different frictional pairs: (a) steel In Figure 7, it can be observed that
steel, (b) steelDLC, and (c) DLCDLC. the G peaks shift to higher frequencies
and the ID/IG values increase for all
DLCs lubricated by original ester oil,
scar as seen in Figure 4b. At high TAN tracks on the disks for three contact which correlates with graphitization.
values, an enlarged wear scar could be combinations, when lubricated with It can be observed that the G peaks
observed with an extremely smooth base oil and oil with a TAN value of shift to higher frequencies with the in-
surface. For DLCDLC contacts, the 9.93 mg KOH/g. As shown in Figure creased ID/IG ratio for both steelDLC
appearance of the worn surface did 5a, the prole curve of the wear tracks and DLCDLC contacts lubricated by
not change with increased TAN, and for steelsteel combination in original base oil, implying that the DLC coat-
the wear damage remains at a very low ester oil is rough with wide protruding ing graphitized during friction in base
level. peaks on the steel surface, which might oil. Additionally, it is noteworthy that
Figure 5 presents the 3D surface be due to the material transfer, plastic the graphitization degree of DLC in
images and prole curves of the wear ow by shear, and aggregation of wear steelDLC contacts is higher than that

44 Which of the following elements is a noble gas: hydrogen, helium, oxygen, uorine or phosphorous? A.
in self-mated DLC contacts. Compared
to original oil, it is shown that the DLC
coatings lubricated by acidic ester oil
experience a lower graphitization pro-
cess for both DLCsteel and DLCDLC
contacts. However, it is interesting to
nd that in DLCDLC contacts, the
DLC coating exhibited a lower degree
of graphitization after friction than the
as-deposited DLC, indicated by the
lowest G peaks position and the ID/IG
ratio. This means that the DLC struc-
ture at the topmost of the contact sur-
face may experience a de-graphitization
process; that is, the bonding structure
transforms from sp2 to sp3 in acidic
oil, which is distinctively contrary to
the conventional understanding of
structural variation tendencies of DLC
materials during friction under oil lu-
brication or dry conditions.

DISCUSSION
SteelSteel
According to the existing lubrication
mechanisms for fatty acids, the carbox-
yl group in oleic acid molecules could
be chemically and physically adsorbed
onto the steel surface to form orderly
and closely packed molecular multilay-
ers, preventing direct contact between
frictional pairs (Simic and Kalin (21)).
Furthermore, a tribochemical reaction
may occur between fatty acids and
the fresh metal surface, resulted in
Figure 5 | Noncontact 3D surface proler images and prole curves of the wear tracks on
a metallic soap layer with low shear disks in (a), (b) steelsteel, (c), (d) steelDLC, and (e), (f) DLCDLC contacts, when lubricated
strength, which is in favor of friction with original ester oil (a), (c), and (e) and acidic ester oil with TAN values of 13.90 mg KOH/g
reduction. (b), (d), and (f).
In original ester oil, the boundary
lubrication lm is formed by physi-
cal adsorption. The formed boundary the wear mechanism of the steelsteel DLCDLC
lm can be easily removed from a solid contacts changes from adhesive wear to As shown in Figures 1 and 2, the
surface. Once the boundary lubricant abrasive wear after the addition of oleic coefcient of friction of the DLCDLC
layer is broken down, the steel disc and acid. Additionally, a higher concentra- contacts was not affected by the pres-
steel ball directly contact, which eas- tion of oleic acid could accelerate the ence of the oleic acid at the considered
ily leads to cold-welding and adhesion formation and increase thickness of the TAN, and the wear of the DLC de-
under sliding condition. Acidication metallic soap layer. Thus, an increase in creased slightly with increased TAN.
of original oil leads to the formation of TAN could result in a lowered COF as Similar trends were also found by Simic
a boundary lm of acid molecules with shown in Figure 1. However, due to the and Kalin (21). As seen from the non-
higher adhesion strength, which weak- low shear strength, the metallic soap contact 3D surface proler images of
ens the adhesion effects between steel layer will be rubbed away during slid- the wear tracks for the DLCDLC com-
contacts. Moreover, the formation of ing and continuously reformed by fur- binations (Figures 5e5f), the worn
metallic soaps with low shear strength ther chemical reaction, so that the wear surface of the DLC discs lubricated by
could further reduce the friction. Fig- rate of steelsteel contacts increase at acidic oil is smoother and shallower
ures 3 and 4 also clearly show that higher acid concentration. than that lubricated by original oil.

Helium. 45
Figure 6 | Raman spectra of as-deposited lm and the wear tracks on DLC in DLCDLC and steelDLC contacts, when lubricated with original
ester oil and acidic ester oil, respectively.

Simic and Kalin (21) proposed that fatty acids could adsorb the conjugate degree of conjugated double bonds, leading to
chemically and physically on DLC surfaces by creating an a red shift in the G band with a decrease in the ID/IG ratio,
ester bond to form a protective layer that prevents direct me- as illustrated in Figure 8. Therefore, although the low wear
chanical contacts and thus reduces the wear of coatings. The rates of DLC in the present results were mainly due to the
Raman results could further conrm the mechanism that was excellent antiwear ability of DLCs, the slightly improved wear
proposed for fatty acids adsorption by Simic and Kalin (21). resistance in acidic oil might be attributed to the formation
From Figure 6, it is obvious that the graphitization of DLC of the chemisorbed boundary lm, and the formed boundary
occurred in original oil, which has been recognized as the lm could suppress the graphitization of DLC during friction.
self-lubrication mechanism for DLC material. However, in To further study the formation mechanism of chemisorbed
acidic oil, not only was graphitization prohibited, but the oleic acid boundary lm on DLC coating that was proposed
tested DLC surface exhibited a lower degree of graphitization,
which was conrmed by the red shift in the G band and the
decreased ID/IG ratio.
The Raman spectra of amorphous carbon are character-
istic of two typical modes, the G peak around 15801600
cm-1 and the D peak around 1350 cm-1. The G peak indicates
the stretching vibration of the pairs of sp2 carbons in C=C
chains and aromatic rings, whereas the ID/IG ratio is related
to the size of aromatic cluster (grain size of graphite) La (see
Robertson (31) for details). It is common believed that a high
ID/IG ratio is attributed to an increment in number, size, and
order of sp2 aromatic clusters from an initial amorphous
sp2-bonded carbon network, and an increase in the G peak
position indicates a strong presence of the sp2 sites relates to
the ordering and conjugation of C=C bonds. During friction,
the polar oleic acid molecules could chemisorb and saturate
the dangling bonds of the surface carbon atoms by creating
an ester bond. The formation of such an ester bond destroys Figure 7 | Variation in G peak position and ID/IG ratio of as-deposited
the aromatic ring structures of graphite clusters and reduces DLC and DLC after friction.

46 Which is the best conductor of electricity: hydrogen, magnesium, nitrogen, oxygen or chlorine? A.
Figure 8 | Schematic representation of the chemical adsorption of fatty acid molecules onto a DLC surface during friction.

by Figure 8, time-of-ightsecondary ion mass spectrometry tensity of the oleic acid peak (C18H33O2-) in the wear track
(TOF-SIMS) analysis was performed on the worn surface of region is much stronger than that obtained outside the wear
the DLC disk in DLCDLC contacts lubricated by pure oleic track region. Thus, the higher amount of C18H33O2- in the
acid. A TOF-SIMS 5 from ION-TOF GmbH (Munster, Ger- wear track could be ascribed to the absorbed oleic acid mo-
many) was used. A Bi3+ liquid metal ion gun operating at a 30 lecular on the DLC surface, as described in Figure 8.
keV beam voltage with a 45 incident angle was used. Charge
compensation with an electron ood gun was used during the SteelDLC
analysis cycles. Negative ion mode spectra were calibrated on Based on above boundary lubrication mechanisms of oleic
the C, CH, C2, and C2H peaks. The sample was cleaned acid on steel and DLC surfaces, it can be concluded that a
by acetone before the TOF-SIMS analysis. metallic soap layer with low shear strength could be tribo-
As shown in Figure 9, it is interesting to nd that the in- chemically formed on the steel surface, which could reduce
the friction by decreasing the adhesion of the contacted steel
surfaces at the expense of increased wear loss, whereas for
DLC coatings, a chemisorbed boundary lm of oleic acid
could be formed, which could suppress graphitization and
maintain the structural stability of DLC coating during fric-
tion, leading to a slightly improved antiwear ability. However,
the tribological effect of organic acid for steelDLC contacts
is different from that of DLCDLC and steelsteel contacts.
In original oil, due to the weak interfacial adhesion
strength between DLC and steel, severe abrasive wear was
observed on the surfaces of steel ball as shown in Figure 4b.
Additionally, as seen from Figure 7, the DLC coating in the
steelDLC combination experiences a much higher graphiti-
zation than the DLCDLC combination does in base oil. This
may be due to the much higher hardness of the DLC coating
(16 GPa) than steel (7 GPa), which results in severe abrasive
wear on steel balls and thus generates a lot of wear partials
between contact surfaces. As reported in Ding, et al. (32),
the high contact pressure exerted by wear particles between
sliding contacts could lower the threshold of graphitization
transformation and result in a high degree of graphitization
of DLC. The graphitization process has been recognized as
an important friction reduction mechanism for DLC in un-
Figure 9 | ToF-SIMS surface analyses: negative ion spectrum ob- lubricated conditions, because the graphitization is helpful
tained (a) outside the wear track and (b) inside the wear track for for the formation of the transferred carbonaceous lm on the
DLCDLC contacts after friction test. counterpart. However, in the present study, no transferred

Magnesium. 47
special appearance of the wear scar.
It is notable that there is a sudden transition in wear be-
havior from a TAN value of 1.99 to 5.96 as presented in Figure
4b. An explanation for the transition may be the fact that
a low acid concentration (TAN: 1.99) could not generate a
continuous soap layer on the steel surface. Actually, a similar
transition for steel contacts could also be observed. In Fig. 4a,
the adhesive wear behavior still existed on the wear scar of the
steel ball at a TAN of 1.99 and disappeared at a TAN of 5.96.
The mechanism also explains the decreased wear rate and
lower degree of graphitization of DLC coatings in acidic oil.
Moreover, a decrease in contact pressure, which is ascribed
to increased contact size, could further decrease the wear of
DLC. In contrast, for steelsteel contacts, oleic acids have
no obvious effect on the diameter of the wear scar because
the metallic soap lms are formed on both the steel disc and
steel ball surfaces, forming a soft vs. soft contact as shown
in Figure 10b.
Additionally, we investigated the wear of steelDLC con-
tacts in ester oil in which n-butyl alcohol was added, because
Figure 10 | Schematic representation of the formed tribolm and the n-butyl alcohol as another main product of the base oil (n-
corresponding contact mechanisms in (a) steelDLC and (b) steel butyl oleate) was degraded. As shown in Figure 11, although
steel frictional pairs under the lubrication of acidic ester oils. a smooth area could be found in the center of the wear scar
when the alcohol was added, such a smoothing effect is much
less signicant than the oleic acid at the same concentration.
From the above discussions, it can be concluded that al-
tribolm was found on the counterpart as shown in Figure 4. though the acidic oil exhibits certain benecial effects in the
Therefore, at least for the present study, the graphitization of tribological behavior of self-mated steel or self-mated DLC
DLC is not the main aspect that governs friction. contacts based on different tribological mechanisms, for
In acidic oil, the wear scars on the ball exhibited a special DLCsteel hybrid contacts, acidication of oil not only has
appearance that the diameter of wear scars is drastically raised no effect on friction reduction but also results in severe wear
with an extremely smooth surface, and such a tendency be- loss on steel counterparts. In practice, the deterioration, ag-
comes more pronounced with an increase in TAN. We propose ing, and hydrolysis of ester oil could generate various organic
that a hard vs. soft contact was formed between the DLC acids, and considering the sensitivity of steelDLC contacts
and the metallic soap lm on steel surfaces, as illustrated in to organic acids, the tolerance to acids for steelDLC contacts
Figure 10a. Similar to the process of chemical polishing, the is lower than that of self-mated steel or DLC contacts. Thus,
soft metallic soap lm is easily rubbed away and continuously under ester oil lubrication, the additives that could dissipate
regenerated by further chemical reaction, thus generating the the produced organic acids such as overbased detergents are

Figure 11 | Images of the wear scar on steel balls in steelDLC contacts lubricated by (a) original oil, (b) oil with 7 wt% n-butyl alcohol, and (c)
oil with 7 wt% oleic acid.

48 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


71st STLE
Annual Meeting & Exhibition

May 15-19, 2016


Ballys Las Vegas Hotel
Las Vegas, Nevada (USA)

Technical and professional development


you cant get anywhere else!
When it comes to advancing your career and upgrading
your technical knowledge, STLEs Annual Meeting &
Exhibition is a singular event in the lubricants industry.
1,600 of your peers in the lubricants community are
expected to participate in STLEs 71st Annual Meeting
& Exhibition. Please join us in Las Vegas for a unique
experience that blends the best of industry education,
technical training, professional certication and
new technologies.

PROGRAM HIGHLIGHTS
500 Technical Presentations
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Society of Tribologists and Lubrication Engineers, 840 Busse Highway, Park Ridge, IL 60068, info@stle.org, www.stle.org, 847-825-5536

crucial for steelDLC contacts; otherwise, such a tribological face, which suppressed graphitization and maintained the
contact design might increase the oil renewing frequency and structural stability of the DLC coating during friction, lead-
thus raise the maintenance costs. ing to slightly improved antiwear ability. However, for steel
DLC contacts, a hard vs. soft contact was formed between
CONCLUSIONS the DLC and the metallic soap lm on steel surfaces, which
For all tested liquid lubricants, the COFs of steelDLC con- resulted in severe wear loss on the steel counterparts with a
tacts were the highest, whereas those for DLCDLC contacts polished appearance.
were the lowest. In steelsteel contacts, the COFs gradually The steelDLC contacts showed lower tolerance to organic
decrease with increased TAN, wheras the COFs of DLC acids than that of self-mated steel or DLC contacts. Therefore,
DLC contacts showed a weak dependence on TAN values, the overbased detergent additives that could dissipate the pro-
and across the whole range of TAN, the COFs remained at duced organic acids are a critical component in lubricating
around 0.07. oils that are tailored for the steelDLC contacts.
The oleic acid exhibits quite different tribological mecha-
nisms for DLC and steel: For steelsteel contacts, friction FUNDING
reduction was achieved by the formation of a metallic soap The research was nancially supported by the National Ba-
layer on steel surfaces, which decreased the adhesion between sic Research Program of China (973 Program, Grant No.
contacted steel surfaces; for DLC coatings, a chemisorbed 2011CB706603) and Applied Basic Research Project of Qin-
boundary lm of oleic acid could be formed on the DLC sur- gdao: Youth Program (Grant No. 14-2-4-85-JCH).

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50 Which element is expected to be most similar in properties to sodium: aluminum, sulfur, potassium, calcium or iron? A.
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Potassium. 51
NEWSMAKERS

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including the special contribution of ethylene and a renewable oil. The advancement was partially
Versalis under a strategic partnership This signicant accomplishment funded by and supports a wider strategic
started in early 2014, Woodridge, Ill.- advances the interests of several of our partnership between Versalis, the chemi-
based, Elevance Renewable Sciences, partners and demonstrates the advan- cal subsidiary of Eni, and Elevance
Inc.a high-growth company that cre- tages of working together, says Mel which includes the joint development
ates novel specialty chemicals from nat- Luetkens, COO at Elevance. Elevance of Elevances ethenolysis technology.
ural oilshas successfully completed is pleased to be at the center of this col-
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for the development of a second-genera- the development and application of According to ASTM-member Da-
tion metathesis technologythe rst of proprietary metathesis catalysts, and vid Murray, the introduction of a new
its kindenabling an enhanced product Elevance began working together in sampling toolthe manual piston cyl-
portfolio from natural oils metathesis. January 2011, carrying out successful inderhas allowed for more sampling
Catalysts produced by XiMo AG demonstrations that make the molyb- of live crude oils and crude-condensate
were used at Soneas manufacturing denum- and tungsten-catalyzed me- mixtures, which are too volatile to
facility in Budapest, Hungary. The run tathesis of natural oil esters commer- sample using conventional containers.

52 Which of the following elements is expected to be most similar to tin: hydrogen, calcium, copper, bromine or lead? A.
The manual piston cylinder allows for ment of laboratory staff. a molecule called adenosine triphos-
sampling at low-pressure points and in With science and innovation at phate (ATP), the central energy carrier
sealed environments. the center, LuminUltra is constantly present in all forms of life. Second-gen-
The most important aspect of the looking for new ways to optimize its eration ATP tests take ve minutes to
new standard is the ability to capture products and create new ones so that perform and provide users with instant
live crude oil and condensate samples customers have access to the latest results on the total microorganisms
in sealed containers, which minimizes and most advanced microbiological present in a given sample.
the potential for loss of components monitoring tools. Test kits have been Visit www.luminultra.com to learn
during sampling, handling and trans- optimized to test for any type of water, more about rapid biological monitor-
port to the laboratory for testing, wastewater, organic uid or chemi- ing solutions and how they can be put
says Murray, the principle consultant cal product through the detection of to work.
at Omnicon Consultants Inc. This
minimizes the risk of test results being
biased by the sampling method used,
thereby providing results that are repre-
sentative of the source material.
The new standard (D8009, Practice
for Manual Piston Cylinder Sampling
You Use It.
for Volatile Crude Oils, Condensates Calcium, Barium Sodium Sulfonates
and Liquid Petroleum Products) is un-
Neutral, Overbased, Natural, Synthetic
der the joint jurisdiction of ASTM Inter-
national Committee D02 on Petroleum
Products, Liquid Fuels and Lubricants,
Oxidized Waxes and Petrolatums
and the American Petroleum Institutes Various acid values, esters and soaps
Committee on Petroleum Management.
Rust Preventive Packages
LUMINULTRA EXPANDS PORTFOLIO Calcium or barium sulfonate-based
LuminUltra Technologies Ltd., based in Water displacing and water-emulsiable
Fredericton, New Brunswick, Canada,
has further expanded its portfolio of
Emulsier Packages
advanced microbiological control so-
lutions for metalworking uids and
Soluble and semi-synthetic bases
industrial lubricants to provide even For naphthenic and parafnic base oils
more powerful testing capabilities.
While its cutting-edge products Metalworking Processing Additives
have historically enabled total biomass Corrosion inhibitors, amides and
measurements to be completed in lubricity additives
minutes, its new Differential QGO-M
(dQGO-M) test protocol distinguishes
between bacterial, fungal or mixed bio- Gelled Calcium Sulfonates
burdens just as quickly as the QGO-M Oil, solvent and water soluble
test detects total bioburden.
dQGO-M was built upon and
serves as the ideal complement to its We Manufacture It.
standard QGO-M method for total
biomass quantificationa method
compliant with numerous ASTM stan-
dards (including E2694, D7687 and
D4012). By revealing contaminated
product on the spot and further ren-
ing the results to determine the nature
of the contamination, uid manage- ISO 9001-2008

ment programs can be optimized on 4302 James P. Cole Boulevard, Flint MI 48505 (810) 785-3165
the y without the need for multiple sales@additivesinternational.com www.additivesinternational.com
return trips to the site or the involve-

Lead. 53
Inside NYCOs new production unit.

CHEVRON ORONITE RECEIVES gine oil needs for their next generation hibitors and will be used both for inter-
FIRST DEXOS1: 2015 APPROVAL gasoline-powered hardware, says Teri nal consumption in combination with
San Ramon, Calif.-based, Chevron Oroni- Crosby, global product line manager, NYCOs range of special high tempera-
te has achieved an important milestone Automotive Engine Oils. ture ester base stocks and supplied to
by receiving the rst dexos1:2015 Current dexos1:2010 licenses ex- lubricants blenders.
approval from General Motors (GM) pire Dec. 31. Oil marketers are encour- Eric Piveteau, general manager of
for additive technology used in its aged to review their dexos1 product NYCO, is enthusiastic about the new
newly released OLOA 55516 product. portfolio and their licensing and tran- operation: This commitment is part of
Building on our legacy of strong sition needs. Oronite will be working our strategy to build NYCO as a true
PCMO technology, OLOA 55516 is with its customers throughout 2016 partner of our demanding customers in
ready to deliver the latest dexos1 per- and beyond to assist them with their the market of synthetic lubricants. We
formance requirements while simulta- dexos1:2015 product upgrade needs are not competing with the well-known
neously meeting ILSAC GF-5 and API using the new OLOA 55516 additive additive manufacturers but are bringing
SN standards, says Barbara Smith, vice technology. to the market unique performance ad-
president, products and technology, ditives that have shown a tremendous
Chevron Oronite. GMs new specica- NYCO OPENS PRODUCTION UNIT synergy with our ester base stocks and
tion requires additional performance FOR LUBRICANT ADDITIVES are not available from other manufac-
and robustness that will help provide NYCO, based in Paris, France, announc- turers.
fuel economy efciencies, improved es that it expanded its European opera- The new additives production facil-
turbocharger performance and reduce tions with the commissioning of a new ity bridges the gap between base stocks
stochastic pre-ignition events in direct production unit at its Tournai plant in and nished lubricants.
injected small displacement gasoline Belgium dedicated to the manufacture
engines. of chemicals used as additives to boost USDA RESERVES LOAN
Oronite is fully committed to de- the performance of its range of syn- GUARANTEE FUNDING FOR
livering innovative solutions globally thetic lubricants. BIOSYNTHETIC TECHNOLOGIES
to meet performance needs of current The unit is designed to be versa- Irvine, Calif.-based, Biosynthetic Tech-
and new engine hardware technologies. tile in the type of chemical reactions nologies, LLC, developer of very high-
With this dexos1:2015 approval, we are it can accommodate. The additives are performance biobased oils used in
pleased to be the rst to meet GMs en- primarily anti-oxidants and coking in- automotive and industrial lubricants,

54 Which element is usually classied as a metalloid: sodium, calcium, zinc, silicon or argon? A.
has received approval from the U.S. production facility located in Ghent, By expanding our presence to Eu-
Department of Agriculture (USDA) Belgium. rope, we can give current and future
on its phase one application for a loan This new facility is now manufac- customers greater access to our high-
guarantee under the USDAs Bioren- turing a variety of additive packages quality additive packages and com-
ery, Renewable Chemical, and Biobased to meet the growing demand for these ponents, says Marcello Todaro, vice
Product Manufacturing Assistance Pro- products in international markets. president of international sales. Were
gram (the 9003 Program). IPAC additives are used to improve committed to providing the highest
The co-applicant with Biosynthetic performance and extend product life in level of service to a diverse group of
Technologies on this loan application the automotive, heavy duty, industrial, customers, including independent
is one of the three largest U.S.-based driveline, chemical and fuel additive blenders, multinational and state oil
banks. In advancing Biosynthetic Tech- global industries. companies and major oil marketers.
nologies application into phase two,
the USDA has reserved funds that will
be used to guarantee 80% of a loan to

Polish up your forumlation


be issued by the bank to Biosynthetic
Technologies to build a commercial-
scale manufacturing plant.
The fact that Biosynthetic Technol- for optimal performance
ogies project was advanced to phase
two by the USDA in this funding round
is a great vote of condence and point Lexolube Synthetic Esters upgrade your MWF
of validation. We are pleased that the
9003 Program was expanded recently Efficient machining Worker friendly
to include renewable chemical projects High flash point Long tool life
and honored to be the only chemical
project selected under this program Biodegradable Low VOC
to date, says Allen Barbieri, CEO. He
adds, Biosynthetic Technologies is
thankful to the USDA, Congress and
many other champions of this program.
We now look forward to delivering a
PARTS INSPECTION LAB
project that creates U.S. manufacturing A GREAT
jobs and strengthens both the agricul- SURFACE
tural sector and the environment, as FINISH!!
intended by Congress in the creation
of the 9003 Program. Finally, we are
anxious to begin lling the tremendous
demand for these products, including
the many commercial supply agree-
ments we have secured.
The project nancing will be used
to construct a full-scale commercial
manufacturing facility that will be co-
located within a major existing chemi-
cal complex. The plant will produce
20 million gallons (67,000 MTs) of
Biosynthetic base oil per year, giving
Biosynthetic Technologies tremendous
expansion potential.

IPAC OPENS ADDITIVE Improve your fluid with environmentally friendly


PLANT IN BELGIUM
Synthetic Ester ingredients from INOLEX
Dublin, Calif.-based, International
Petroleum Products and Additives Com- +1 215 271 0800 | www.lexolube.com/metalworking
pany, Inc., (IPAC) announces its newest

Silicon. 55
The phosphoric acid partial ester Additin RC 3760, previously shipped only from Mannheim, will also now be produced at the LANXESS site in Epi-
erre, France. (Photo courtesy of LANXESS AG.)

LANXESS: STRONG SYNERGY EFFECTS business unit. The product fullls the The xed-price contract includes op-
AT RHEIN CHEMIE ADDITIVES same specications and quality require- tions which, if exercised, could bring
Specialty chemicals company LANXESS ments as the Additin RC 3760 shipped the cumulative value of the contract to
in Cologne, Germany, successfully from Mannheim. However, there is one more than $1 billion over its life.
combined all its additive-related busi- difference; while we have to buy phos- Weve worked alongside the U.S.
ness segments in the new Rhein Chemie phorus pentoxide in Mannheim, we are Navy for many decades and are proud
Additives business unit (ADD) in early backward integrated in France even as to continue supplying our engineering
2015. far as processing elementary phospho- expertise and Philadelphia Gear prod-
One synergy effect is the more ef- rus, meaning we have a more secure ucts and services for this important
cient utilization of phosphorus plants position. class of multimission ships, says Carl
operated by the company at various The expanded capacities give D. Rapp, vice president of the Power
sites worldwide. Following a compre- LANXESS new opportunities. The Systems group for Timken. Philadel-
hensive efciency analysis, the phos- company can utilize its phosphorus phia Gear won the contract to supply
phoric acid partial ester Additin RC chemistry plants at both sites more ef- MRGs for the restart of the DDG pro-
3760, previously shipped only from ciently, and adapt Additin RC 3760 gram in 2010 and, through the years,
Mannheim, will also now be produced for use in even more additive packages. we have strived to deliver a quality
at the LANXESS site in Epierre, France, product on time and provide eet sup-
effectively doubling manufacturing TIMKEN RECEIVES GEAR port globally wherever the Navy serves
capacity for this product. Additin RC CONTRACT FROM U.S. our nation. More than 60 DDGs are in
3760 is a proven anticorrosion and DEPARTMENT OF DEFENSE service today.
antiwear additive with a long history North Canton, Ohio-based, The Timken As a result of our work with the
of success in metalworking uids, hy- Co. has received a multiyear contract Navy, our teams are prepared to meet
draulic and industrial oils. from the U.S. Department of Defense to the challenge of building reliable pro-
We use an identical manufactur- provide engineering and supply Phila- pulsion drives to support the demand-
ing process in France, explains Mar- delphia Gear main reduction gears ing mission requirements of the DDG
tin Swe, head of the Lubricant Addi- (MRGs) for the Navys next generation class for years to come, Rapp says.
tives business line in LANXESS ADD of Arleigh Burke DDG 51 class ships. While no specic quantities were pro-

56 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


vided in the contract issued by the De- Corp. (BASF). keting and branding oil additives. His
partment of Defense, Rapp anticipates Mylie earned a newly created position expands upon
that Timken will provide Philadelphia bachelors of sci- the successes weve helped companies
Gear MRGs for new DDG ships over ence degree in achieve throughout Europe and Asia
roughly the next decade. management and and will greatly benet similar compa-
accounting from nies in the Americas.
FORMATION OF THE UNAMI GROUP SUNY Platts- Kohlers responsibilities include
STLE-member Bill Tuszynski an- burgh, a mas- marketing, licensing and new busi-
nounces the formation of The Unami ters of business ness development for DYNAVIS, an
Darren Mylie
Group (www.unamigroup.com), a business administration additive technology thatformulated
consultancy and sales agency serving in supply chain in premium hydraulic uids and mar-
the specialty chemical industry with a management from Atlantic Interna- keted by DYNAVIS licenseesboosts
focus on lubricant raw materials and tional University and a masters of productivity and efciency of hydraulic
additives. business administration in administra- systems in mobile construction or sta-
A company strength is new busi- tion-business management from Mt. St. tionary industrial equipment.
ness development both by aiding Mary College. Mylie also is a Certied
clients in identifying and commer- Professional in Supply Management MIDCONTINENTAL CHEMICAL CO.
cializing new technologies and prod- and Certied Purchasing Manager from HIRES DISTRICT MANAGER
ucts and in nding new applications the Institute for Supply Management. Olathe, Kan.-based, MidContinental
for existing products. The company Chemical Co., Inc., announces the ap-
provides services in market research, EVONIK INDUSTRIES OIL ADDITIVES pointment of Matt Mannette as district
competitive intelligence and technol- DIVISION EXPANDS TEAM manager for its
ogy assessment. The Unami Group Drew Kohler is joining Evonik Industries southern region
also is serving as sales agent for Func- effort as marketing manager DYNAVIS of the U.S.
tional Products, Inolex Chemical Co. Americas to help companies save mon- Mannette will
and Ivanhoe Industries at selected ac- ey by utilizing play a key role
counts. Prior to forming The Unami more efcient hy- in developing ef-
Group, Tuszynski served as a manag- draulic systems. fective strategies
ing partner at Ivanhoe Industries. Based out of and tactics to ex-
the U.S. in the pand both fuel
PROMOTIONS & TRANSITIONS Evonik Horsham, and lubricant ad-
Matt Mannette
Pa. ofce, Kohler ditive sales in this
ADDITIVES INTERNATIONAL HIRES is focusing on assigned geogra-
VICE PRESIDENT helping compa- phy. He replaces Gary Lackore, who
Additives International, based in Flint, nies become more Drew Kohler was promoted to national sales man-
Mich., announces that Darren C. Mylie protable with its ager. Mannette held various leadership
has been appointed vice president sales hydraulic equipment in South, Central positions within the retail, fuel and lu-
and operations. and North America. bricants business units of his previous
Mylie was previously the execu- Drew brings application knowl- employers.
tive vice president for Kimes Tech- edge plus experience with construc- Well rely heavily on Matts years of
nologies International. Prior to that tion and agricultural equipment and experience, knowledge and leadership
he was the director of procurement for manufacturing to Evonik Industries, to help us grow our business, says
Sika Corp., Lapp USA and Engelhard says Dr. Oliver Eyrisch, director of mar- Lackore.

TLT T R I B O LO G Y &
LU B R I C AT I O N
T E C H N O LO G Y
Want to be recognized in TLT?
TLT is interested in hearing from our readers. Let us know whats happening in your company. If you have
news about a new employee or if someone in your company has been recognized with an award or any
other interesting items, let us know. Please send us your news releases and photos for publication in News-
makers to TLT Magazine, Attn: Rachel Fowler, 840 Busse Highway, Park Ridge, IL 60068, rfowler@stle.org.

W W W. ST L E .O RG T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY APRIL 2016 57


NEW PRODUCTS

NEW DIESEL EXHAUST FLUID NOZZLE


Husky Corp. introduces a new version of its highly successful X family of nozzles for safe
and economical dispensing of diesel exhaust uid (DEF). The X DEF Nozzle contains all of
the models standard functionality and features, coupled with components compatible with
dispensing urea-based DEF, which can be corrosive to aluminum and other materials. The X
DEF Nozzle contains 100% ISO-recognized DEF-compatible components including a stainless
NEW DRIVES LARGE PITCH LEAF steel spout, polymers and O-ring materials. The nozzle contains an automatic
CHAIN SERIES shut-off feature, Huskys Streamshaper to reduce splash back, a
The Timken Co. introduces a new line of three-notch hold open clip lever and a plastic handguard de-
Drives Leaf Chain to address global de- sign. Even with those features the X DEF is lighter and less
mand for heavy-duty large pitch leaf chain. expensive than comparable DEF nozzles. The Husky
The company now offers a complete series X DEF nozzle is made with UL-recognized compo-
of Drives large pitch leaf chain in sizes BL12 nents. It is offered with three-quarter NPT or
through BL20. Large pitch leaf chains are BSPP thread. It is ideal for retail outlets and
used in saddle cranes and front-end loaders commercial customers including vehicle
found in rail yards and ports throughout the dealerships, repair shops, oil change fa-
world. Timken manufactures Drives leaf chain cilities, eet-service centers and other
using high quality steel at its Drives chain locations that regularly dispense DEF
facility in Fulton, Ill. from bulk tanks or above ground stor-
age systems.
The Timken Co.
North Canton, Ohio Husky Corp.
(234) 262-3000 Pacic, Mo.
www.timken.com (636) 825-7200
www.husky.com

       
 
  
  
  

      
       


  
  
              
 
   
 
   
  

 
  

58 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


NEW APP FOR MOUNTING BEARINGS
SKF announces the introduction of a new app for its proven SKF Drive-up Method for mounting bearings. Developed for ease of use in the eld, the
app is offered in both iOS and Android formats and can be used on smartphones and tablets. Complementing SKFs recognized SKF Drive-up Method
PC software, the app is available for download from the Apple app store and from Google Play. Unique to SKF, the app enables the user to achieve ac-
curate adjustment of spherical roller and CARB toroidal roller bearings mounted on tapered seatings. The correct t is attained by controlling the axial
drive-up of the bearing from a pre-determined starting position. The method incorporates the use of an SKF hydraulic nut tted with a dial indicator,
as well as a highly accurate digital pressure gauge mounted on the selected pump. When utilizing the app on either a smartphone or tablet, the user
selects the bearing designation and seating arrangement, and the values required for optimal mounting are displayed. In addition, the app provides
step-by-step working instructions.
For more information on the app,
visit www.skf.com/group/prod-
ucts/maintenance-products/
hydraulic-tools-for-mounting-
and-dismounting/skf-drive-up-
method/index.html.

SKF USA
Lansdale, Pa.
(267) 436-6000
www.skf.com

Send us your new product news with color photos to: TLT Magazine, Attn: Rachel Fowler, 840 Busse Highway, Park Ridge, IL 60068, rfowler@stle.org

From the lab

to the field
We can help design and demonstrate performance in all
phases of lubricant development.
QCustom additives QField technical service
QStandard and unique QFormula development
application testing The specialty additive company!

The Elco Corporation | 216-749-2605 | sales@elcocorp.com or www.elcocorp.com

W W W. ST L E .O RG T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY APRIL 2016 59


SOUNDING BOARD Reprinted from Oct. 2010.

Who was the greater scientist/inventor:


Leonardo da Vinci
or
Thomas Edison?
In Round One of TLTs Great Science
Smackdown, we pit Leonardo da Vinci
against Thomas Edison. Comparing
two titans, particularly given their
different eras, is a daunting task, but
in the end TLT readers gave the nod
to Leonardo, 60% to 40%. Both men
have their admirers, but readers gave
the edge to da Vinci for the enormous
breadth of his endeavors and for the
fact that he lived in essentially a pre-
scientic age and had a smaller body
of work from which to build. In next
months Smackdown, we pit sciences
two greatest physicists: Isaac Newton
and Albert Einstein. Well also reveal
Leonardo da Vinci the ranking when we asked readers Thomas Alva Edison
to evaluate the contributions to Man-
kind of all four giants.

Edison was the greater inventor/ While da Vinci was brilliant, he was Thomas Edison was more of a
scientist because he brought more of ahead of his time. Edison was the hands-on type of guy. He worked
his inventions to fruition than did da man of the moment, and he was with physical items and not just
Vinci. Some of da Vincis visionary responsible for moving technical theories or ideology.
works are obviously unsound, advances quickly into an environ-
something he would have discovered ment that needed the immediate Although da Vincis ideas eventually
using a more rigorous scientic impact his inventions provided. came to be, Edisons inventions were
methodthe hallmark of great useful within his lifetime and gave
scientists. da Vinci was ahead of his time and birth to an ongoing enterprise, GE.
set the table for future innovators
da Vinci lived at a time before many like Edison. Leonardobecause of the pre-
scientic principles were widely scientic time in which he lived and
accepted, yet he created many of Edison had a never-say-quit the sheer scope of his work. He
the concepts upon which scientic attitude and was very thorough in didnt have people helping him as
principles were later based. trying things. Edison did.

60 Which of the following is a non-metal: lithium, calcium, tin, nitrogen or titanium? A.


da Vinci triggered a great era. His
contributions cannot be replaced.

Edison was a hard worker, but he


was more of an empiricist than a
brilliant thinker. Someone would
have invented the light bulb and the
phonograph eventually. da Vinci
brought many useful concepts to life.

da Vinci envisioned ideas beyond


his time, allowing others to make
practical use of them. Edison,
although brilliant, took ideas and
made them practical. da Vinci was a
creator, Edison a maker (inventor).
da Vinci | Flying machine
Leonardo had no contemporaries
who were close to what he was
doing, while others were close to
In every era there is a forerunner Edisons inventions changed the what Edison was doing.
for which we cannot comprehend. way people lived during the time he
Without light there only remains was working. His work had immedi- Neither da Vinci or Edison were
darkness. ate impact during his lifetime and scientists. Edison was an inventor.
laid the groundwork for future da Vinci was in todays terms an
Leonardo wins overall because his inventions. engineer who specialized in military
knowledge expanded to all the fortications. He recorded and
sciences and construction at a time Edison had more industrial inven- analyzed the technology of his day.
when it was outright dangerous to tions to be used by the masses.
think the way he thought. Leonardo made great discoveries
Much of da Vincis work outside of while being hounded by the Church.
All evidence supports that da anatomy was not reduced to practice Edison did not have to struggle with
Vincis work was done for the love of and was speculative in nature. Edison, religious idiocy.
science. while not given to theory, reduced a
substantial amount to practice.
Leonardo da Vinci was the greater
inventor because he was advanced in da Vinci visualized many designs
knowledge for his era. that he never built but which
worked when built by others. Edison
da Vincis mechanical mind was often built hundreds of models to
way ahead of his time. develop one that worked.

Leonardos thinking was revolu- Both of them were great inventors. I


tionary. Just look at his paintings can say that Thomas Alva Edison
they are truly a sign of this. patented more than a thousand
inventions. He contributed to Ameri-
da Vinci mastered all the sciences cas and Europes technological
and invented things that spanned proles: electricity industry, the
many more elds than those of phone system, the phonograph,
Edison. Even though many of his lms, etc.
ideas were shunned at the time,
decades later their importance was Edison gave us the principles of
recognized. mass production. Edison | Electric lamp (light bulb)

Nitrogen. 61
SOUNDING BOARD

Although da Vinci was a genius and da Vinci was an innovative thinker.


much more well-rounded as far as He had no contemporary equiva-
what he thought about, he was more lents. With a more pragmatic nature
of a dreamer. Thomas Edison was and an eye for commercial gain,
more task-oriented; he created Edison had numerous contempo-
devices to solve a problem for a raries, such as Tesla. Edisons work
specic application. was evolutionary rather than
revolutionary.
da Vincis contributions were
diverse and done at a very high Leonardo was more ahead of his
conceptual level. Edison was more time than Edison.
focused on cranking out new
products and doesnt seem like he da Vinci imagined and explored
was as concerned with the science without the tools available to
behind them. Edison. He laid the foundations for
future science.
Hard to underestimate Edisons
contributions. Look at the areas he
inuenced and the industries he
created: electric light and power, Who was the greater
da Vinci | Mona Lisa
utilities, sound recording, motion scientist/inventor:
pictures. What would mass Leonardo
Leonardo
eo a do da Vinci
c or
o
communications be without him? Thomas Edison?
da Vinci, as far as conceptual
thinking is concerned, was way da Vinci had very little reference L
Leonardo da Vincii 60%
ahead of his time. information to provide a basis for his
ideas. He acted by creativity alone. Thomas Edison 40%
Edison is credited with over 1,000 Based on responses sent to 13,000 TLT readers.
inventions leading to telecommuni- Leonardo had broader knowledge
cations, batteries, power generation and seems to have been less of a jerk
and electricity. His work led to the than Edison.
society standards and industrializa-
tion that we know today. Both were great men. I give da Vinci da Vinci innovated. Edison
the edge for his aeronautical theo- invented.
Thomas Edison was more akin to ries.
P.T. Barnum than a scientic giant. Leonardo had very little human
He gypped Tesla, one of sciences da Vinci conceived many new ideas. knowledge upon which to build and
greatest minds, to make a buck and Edison experimented or rened developed his models under the
push his ill-conceived DC systems. existing ones. religious threat of torture and death.
Simply no comparison to the
far-reaching concepts of da Vinci. We use more of Edisons inventions
today.
Leonardo was under a lot of
pressure due to the times he lived in. Tough pair to select between. da
He was ahead of his time with Vinci was conceptual and insightful,
adventurous thinking. Helicopter, Edison was doggedly determined
catapult, biology, etc. and insightful. The choice is
between developing the concept and
da Vinci had wonderful ideas, but making it a practicable application.
he never got them to actually work. Although I prefer to support those to
Edison often said that invention is make something happen, I have to
1% inspiration and 99% perspiration. lean slightly more toward da Vinci
He had the 99%, da Vinci did not. Edison | Phonograph on this one.

62 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


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9 Get r e d fo r future o p e r ts a t one ev
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Speakers wanted!
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Base oils Additives Lubricating greases & pastes
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SOUNDING BOARD

Leo developed concepts and made Tale of the Tape: Leonardo da Vinci vs. Thomas Edison
crude machines. Edison took
concepts and developed working Full name Leonardo di Ser Piero Thomas Alva Edison
models. Nickname da Vinci Wizard of Menlo Park
Born April 15, 1452 Feb. 1, 1847
da Vincis insights and contribu-
tions to anatomy, civil engineering, Died May 2, 1519 Oct. 18, 1931
optics and hydrodynamics have Ancestry Italian Dutch
broader benets today than the
inventions of Edison. Education Apprenticed with the 3 months of ofcial
artist Andrea di Cione school. Home-schooled
by mother
Edisons inventions had more
immediate and lasting impact. The Profession Painter, sculptor, Telegraph operator,
incandescent bulb that turned night architect, musician, inventor, entrepreneur
into day and the rst practical scientist, mathematician,
engineer, inventor,
picture system for sustained movies
anatomist, geologist,
changed the way mankind perceives cartographer, botanist,
reality, the past, etc., and there were journal writer
many, many more. Edison is out of
Most notable Mona Lisa, The Last Light bulb, phonograph,
fashion now due to his personality
achievements Supper, The Vitruvian Man motion picture camera
and titanic clash with the great
genius Tesla. Unnished Giant horse sculptor Direct current
business
There were no machines remotely Feuds Catholic Church Nikola Tesla
similar to Leonardos concepts.
Personal habits Vegetarian Infrequent bather
Edison provided useful applications
of his theories.
Ideas were more developed in the Edisons inventions were derivative.
Much of the work that da Vinci did 1800s and therefore easier to
was totally new and without any develop for Edison than in the 1400s da Vinci was into almost everything.
history to drive it. for da Vinci.
Tough call but it seems to me that
Other than inventing, Edison was Leonardos repercussions for Edison developed more things that
also an entrepreneur. He persevered civilization were deeper than the were (are) used in everyday life and
through his handicap and worked inventions of Edison. which have had a life-improving
long hours to realize his dreams. effect on more of the masses of the
Edisons invention of the light bulb worlds people.
Leonardo due to his broad areas of was the most important invention
expertise (ne arts, biology, mechan- after the discovery of re. My answer was based on the
ics, etc.). starting point each had. Leonardo
Edison seemed to do more with his did not have the contemporaries and
da Vinci had many of the same ideas. He put more of them into past to draw from.
ideas about hydraulic theory as action.
Pascal, but Pascal got credit because da Vincis inventions were based on
his were published. Leonardo created both exceptional past human experience. Edisons
art and the precursors to many inventions set up future human
Edison solved practical problems. modern inventions. experience.

Editors Note: Sounding Board is based on an email survey of 13,000 TLT readers. Views expressed are those of the respondents and do not reect the opinions of
the Society of Tribologists and Lubrication Engineers. STLE does not vouch for the technical accuracy of opinions expressed in Sounding Board, nor does inclusion
of a comment represent an endorsement of the technology by STLE.

64 Who invented the Periodic Table, in what year and what was his nationality? A.
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66 Was Dmitri Mendeleev a bigamist? A.


STLE LOCAL SECTION MEETING CALENDAR
Events listed here are local section programs. For further details and a full listing of other upcoming section events in your area, visit
www.stle.org. Meeting announcements can be sent to TLT Magazine, Attn: Rachel Fowler, rfowler@stle.org.

APRIL 2016 STLE Detroit Section: Commercial Vehicle Transmission Fluids


(Speaker: Donna Mosher, Eaton Corp.), April 20, 4:30 p.m.
STLE Central Illinois Section: Regulations Compliance/Cr (registration), 5 p.m. (speaker presentation), 6 p.m. (dinner),
Replacement, Conict Minerals (Speaker: Chuong Dam), April Powers Court Building, Green Glass Building, 17199 N. Laurel
6, 5:30 p.m. (networking and dinner), 6:30 p.m. (speaker Park Dr., Livonia, Mich. Contact: Beth Zou, qzou@oakland.edu.
presentation), Golden Corral, 3525 N. University St., Peo-
ria, Ill. Contact: Allison Labraaten, labraaten_allison@cat. STLE Philadelphia Section: Automotive Seminar: GF-6
com. and PC-11, April 21, 12-4 p.m. This education seminar fea-
tures an update on two new engine oil specications. Sandy
STLE Northern California Section: Lubrication Fundamentals and Run Country Club, 200 E. Valley Green Rd., Oreland, Pa.
Fluid Management Seminar, April 7, 8 a.m. to 5 p.m. Red Lion Contact: Stephanie Johnston, sjohnston@harrymillercorp.com.
Hotel Oakland International Airport, 150 Hegenberger Rd.,
Oakland, Calif. Contact: Robert Mills at (510) 242-4275 or STLE Houston Section: Golf Outing, April 26, 10 a.m. (check
email stle.norcal@gmail.com. in), 11 a.m. (lunch), noon (shotgun start), 6 p.m. (din-
ner), The Clubs of Kingwood, 1700 Lake Kingwood Trail,
STLE Alberta Section: Lubricant Health Monitoring 2 (Speaker: Kingwood, Texas. To register or for more information, visit
Lloyd (Tex) Leugner, AGAT Laboratories), April 11, 6 p.m. www.stlehouston.com/2HoustonSTLE/Golf.shtml. Contact: Ron
(hospitality hour), 6:45 p.m. (dinner), 7:30 p.m. (speaker Bertoldi, (281) 381-8505 or ron.bertoldi@sealandchem.com.
presentation), Hotel Blackfoot, 5940 Blackfoot Trail SE,
Calgary, Alberta, Canada. Contact: Peter Neufeld, pneufeld@ STLE Northern California Section: Marine Lubricants (Speaker:
suncor.com. TBD), April 27. Time and location TBD. Contact: stle.norcal@
gmail.com.
STLE Cleveland Section: Topic TBD (Speaker: STLE President Dr.
Martin Webster, ExxonMobil), April 13, 5:30 p.m. (registra- MAY 2016
tion and networking), 6 p.m. (dinner), 6:45 p.m. (speaker
presentation), Shulas 2, 6200 Quarry Ln., Cleveland, Ohio. STLE Central Illinois Section: Bio-Based Corrosion Inhibitors
Contact: Leah Morris, lmorris@elcocorp.com. (Speaker: Bob Dessauer, Cortec/Comet), May 4, 5:30 p.m.
(networking and dinner), 6:30 p.m. (speaker presenta-
STLE Chicago Section: Social Outing, April 16, 5:30-9:30 tion), Golden Corral, 3525 N. University St., Peoria, Ill.
p.m. Join the Chicago Section for a night of great food and Contact: Allison Labraaten, labraaten_allison@cat.com.
laughs at Second City Theater, 1616 N. Wells St., Chicago,
Ill. Show time is 8 p.m. at the main stage. Dinner will be STLE Alberta Section: Lubricant Health Monitoring 2 (Speaker:
before the show at Topo Gigio Ristorante, 1516 N. Wells St., Lloyd (Tex) Leugner, AGAT Laboratories), May 16, 6 p.m. (hos-
Chicago, Ill. Fee is $55 per ticket and is open to the rst 50 pitality hour), 6:45 p.m. (dinner), 7:30 p.m. (speaker pre-
participants. Sign up at www.chicagostle.org. sentation), Radisson Hotel Edmonton South, 4440 Gateway
Blvd., Edmonton, Alberta, Canada. Contact: Peter Neufeld,
STLE Hamilton Section: Topic and Speaker TBD, April 19, 5:15 pneufeld@suncor.com.
p.m. (hospitality hour), 6:15 p.m. (dinner), 7:15 p.m.
(speaker presentation), The Scottish Rite Club of Hamilton, STLE Northern California Section: Inneum Trends (Speaker:
4 Queen St. South, Hamilton, Ontario, Canada. Contact: TBD), May 25. Time and location TBD. Contact: stle.norcal@
Chris Webb, cwebb@hydrafab.com. gmail.com.

STLE Pittsburgh Section: Topic and Speaker TBD, April 19, 5:30- STLE Hamilton Section: Golf Social, May 27, Burlington
8 p.m., Atrias Restaurant, 1374 Freeport Rd., Pittsburgh, Springs Golf and Country Club, 5235 Cedar Springs Rd.,
Pa. Fee is $31 and includes appetizers and desserts. Con- Burlington, Ontario, Canada. Contact: Mike Decker at
tact: Walter Sloan, Walter.Sloan@sbco.com. (905) 671-2355 or Greg Pottruff at (905) 671-2355.

Yes, his divorce from his rst wife came through a month after he had married his second wife. 67
RESOURCES

2016 ICMCTF CONFERENCE MICHIGAN METROLOGY ANNOUNCES


The International Conference on Metallurgical Coatings METROLOGY AND TRIBOLOGY COURSE
and Thin Films (ICMCTF) is the premier international Michigan Metrology, experts in solving problems
conference focused on thin-lm deposition, characteriza- related to surface roughness, wear, texture and nish,
tion and advanced surface engineering, bringing together will be hosting a metrology and tribology short course
scientists, engineers and technologists from academia, on May 4-5, 2016.
government laboratories and industrythereby merging Michigan Metrologys Don Cohen, Ph.D., will be
cutting-edge research with real-world applications. The leading the two-day short course in Livonia, Mich.
conference will be held April 25-29 at the Town and Cohen is one of the countrys foremost experts in
Country Hotel in San Diego, Calif. (USA). surface roughness and its effects. The courses
ICMCTF 2016 is organized in eight concurrent topics will include roughness, waviness and form;
technical symposia, as well as six topical symposia instruments for measuring texture; ltering surface
addressing experimental, theoretical and manufacturing texture measurements; surface texture parameters;
issues associated with the development of new coating friction and wear; sealing; surface energy; data analysis;
materials and processes and evolving approaches to and specifying surface texture.
scale-up for commercial applications. The workshop is designed for scientists, engineers
In addition to the technical program, the conference and technicians working in the elds of automotive,
features a two-day industrial exhibition, which is open to aerospace, materials, polymers and others. More
the public, showcasing the latest in equipment, materials information is available at www.michmet.com/classes.
and services used for the deposition, monitoring and htm. Those interested in the short course can register
characterization of coatings and thin lms. Short by visiting www.michmet.com/register.htm, calling (866)
courses and focused topic sessions also will be offered. 953-5030 or emailing info@michmet.com.
For more information, visit www2.avs.org/confer-
ences/icmctf/.

AOCS ANNUAL MEETING AND EXPO


The 107th AOCS Annual Meeting & Expo is a premier
international science and business forum on fats, oils,
surfactants, lipids and related materials. The meeting
will be May 1-4 at the Salt Palace Convention Center in
Salt Lake City, Utah. The annual meeting features more
than 600 oral and poster presentations within 12
interest areas. In addition to the three days of technical
sessions, the annual meeting features a hot topics
symposia, expo, a variety of networking events and the
awards plenary and business meeting. The annual
meeting provides ample opportunities for attendees to
learn, reconnect with colleagues and engage with new
business contacts. For more information and to
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68 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


AUTOMOTIVE TRIBOLOGY
Dr. Edward P. Becker

The upcoming Bolt


Electric and hybrid vehicles are on the rise.
The growth in electric vehicles and plug-in
hybrids in the U.S. (see Figure 1) is quite
impressive over the last few years. Al-
though the 105,000 total units repre-
sents only 1.3% of all new vehicles in
2014, the growth rate suggests a bright
future for these vehicles.
The EPA classies the Chevrolet
Volt as a plug-in hybrid electric vehicle
(as opposed to GMs classication of
extended range electric vehicle). The
Volt sold just over 18,000 units in
2014, making it the top-selling plug-in
hybrid. Although GM did briey enter
the electric vehicle market with the fa-
mous (or perhaps infamous) EV-1 in
1996-1999, the best-selling electric car The Bolt is an all-electric vehicle, has an industry-rst system that is ca-
in 2014 was the Nissan Leaf. However, and GM claims to achieve a 200-mile pable of bringing the vehicle to a com-
that may be about to change. (320 km) range on a single charge. Al- plete stop using only the regenerative
The Chevrolet Bolt (not to be con- though the Tesla Model S claims a brakes. Of course, the car has friction
fused with the Volt) was rst unveiled higher range (about 30% more), the brakes, since there are limitations to
as a concept car at the North American Tesla also costs twice as much as the the regenerative system, but under
International Auto Show in Detroit just projected price of the Bolt. The Bolt most normal conditions the driver will
over a year ago. Scheduled to debut as also claims a 0-to-60 mph (0-to-96 be able to accelerate, cruise and stop
a 2017 model,2 the Bolt may be avail- kph) time of under seven seconds using only the accelerator pedal. The
able by late 2016 in the U.S. Taking (compared to approximately nine sec- energy that is usually dissipated as heat
such a vehicle from concept to produc- onds for the Chevy Volt). This combi- in friction brakes will actually be con-
tion in under two years would be quite nation of range and performance is well verted to electricity (basically the elec-
an accomplishment for GM. within the envelope of acceptance for tric motor acts as a generator when
most consumers. absorbing the excess energy) and, in
To achieve these numbers, the Bolt turn, recharge the batteries.
includes a number of innovations. Of
interest to the practicing tribologist, REFERENCES
the drive unit includes a gear and shaft 1. United States Environmental Protection Agen-
cy Report EPA-420-R-14-023a, (October
mechanismbasically a transmis- 2014), Light-Duty Automotive Technology,
sionto vary the speed ratio between Carbon Dioxide Emissions, and Fuel Economy
the motor and the wheels. While most Trends: 1975 Through 2014.
electric vehicles drive the wheels di- 2. www.chevrolet.com/bolt-ev-electric-vehicle.html.
rectly from the motor, the use of a
transmission allows the motor to oper-
Ed Becker is an STLE Fellow and
ate near its peak efciency more often,
past president. He is president of
thus increasing the range. Friction & Wear Solutions, LLC in
Figure 1 | Historical production Another major step forward is the Brighton, Mich., and can be
of compressed natural gas (CNG) Bolts regenerative braking system. Al- reached through his website at
vehicles, electric vehicles (EV) and though such systems are common in all www.frictionandwearsolutions.
plug-in hybrid electric vehicles (PHEV).1 electric and hybrid vehicles, the Bolt com.

70 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


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CUTTING EDGE
Drs. Wilfred T. Tysoe &
Nicholas D. Spencer Figure 1 | Liquid conned within
a sphere-on-at contact. A mo-

Looking at lube
lecular rotor, thioavin T, whose
uorescence behavior (repre-
sented by halo) depends on vis-

in a new light cosity, has been added to the


lubricant.2 (Published by The Roy-
al Society of Chemistry.)

A uorescence-lifetime-based approach
allows viscosity measurements in situ in Figure 2 | Chemical structures
a lubricated contact. of the uids and the dye used in
the study.2 (Published by The
Royal Society of Chemistry.)
VISCOSITY IS A CRUCIAL PARAMETER IN FLUID-BASED LUBRICATION,
and yet it is a problematic quantity since, in the case of oils, it often
changes with shear rate and always changes drastically with pressure.
The way in which it does so has been the subject of a number of theo-
retical approaches, which have not been without controversy.1 However,
actually measuring the viscosity in a lubricated contact or indeed in a
rheometer at lubrication-relevant pressures and shear rates has not
been possible. Ideally it would be very interesting for tribologists to
know more than just a single value of the viscosity in the contact but
also the way in which it varies from the inlet to the outlet.
Janet Wong and her colleagues at Imperial College, London, UK, have
Figure 3 | Thioavin T lifetime measurements and corresponding
come up with an in situ approach to measuring viscosity that relies on
viscosity distribution in a point contact (max pressure = 530 MPa,
the properties of certain uorescent dyes2 known as molecular rotors.
rolling speed = 74 mm.s-1, lm thickness, measured by interferometry
Fluorescence occurs when a molecule is excited into a higher-energy = 170 nm), lubricated by glycerol. Dashed white circle is contact area
state by absorbing light, usually in the visible or ultraviolet region of (diameter = 150 +m).2 (Published by The Royal Society of Chemistry.)
the spectrum. The excited molecule can then undergo internal relax-
ations to subsequently emit light at a lower frequency and thus with a
different color. The frequency of the emitted light is characteristic of This approach is innovative and potentially very signicant. By ju-
the molecule, but the time for the molecule to relax can be inuenced diciously choosing the molecular rotor structure, a very wide range of
by its environment. viscosities can be probed in a variety of uids. Hopefully the new experi-
Wongs group took advantage of this latter property since molecular mental data obtained in this way will facilitate the testing of models for
rotors have two component parts that can rotate relative to each other viscosity variation in contacts and ultimately facilitate the optimization
about a shared bond (see Figure 1). Any constraints put on this rotation of lubricants and tribological systems for energy saving.
(such as local viscosity) will affect the molecules uorescence intensity
and lifetime. In this initial study, the group from Imperial College used
a ball-on-disc setup (glass, steel or WC against glass or sapphire). The REFERENCES
apparatus was placed on an inverted uorescence microscope, incor- 1. Spikes, H.A. and Zhang, J. (2014), History, origins and prediction of
porating a 400-nm laser source to excite the uorescence. Thioavin T elastohydrodynamic friction, Trib. Lett., 56, pp. 125.
(ThT) was selected as a molecular rotor, and glycerol and IGEPAL (see 2. Ponjavic, A., Dench, J., Morgan, N. and Wong, J.S.S. (2015), In situ
Figure 2) were chosen as examples of Newtonian and shear-thinning viscosity measurement of conned liquids, RSC Advances, 5, pp.
liquids, respectively. Fluorescence lifetime was measured, rather than 99585-99593.
intensity, since it is independent of the lm thickness. In a separate,
static, pressure-dependent calibration experiment, the uorescence
Eddy Tysoe (left) is a Distinguished
lifetime could be correlated with viscosity.
Professor of Physical Chemistry at the
The results from this innovative setup are fascinating (see Figure 3).
University of Wisconsin-Milwaukee.
For glycerol the ThT lifetime, and therefore viscosity, increases as the You can reach him at wtt@uwm.edu.
uid is drawn into the contact, dropping as it leaves. The circular symme- Nic Spencer (right) is professor of
try corresponds to the Hertzian pressure distribution. While the glycerol surface science and technology at
experiments showed constant viscosity behavior over a range of tested the ETH Zurich, Switzerland. You can
shear rates, IGEPAL displayed shear thinning, in that the ThT lifetime was reach him at nspencer@ethz.ch.
observed to drop, as shear rate was increased (up to 5 x 105 s-1). Both serve as editors-in-chief of STLE-afliated Tribology Letters journal.

72 APRIL 2016 T R I B O LO GY & LU B R I CAT I O N T EC H N O LO GY W W W. ST L E .O RG


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