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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
32
Front cover photo: Can Stock Photo Inc. / gina_sanders
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
Copyright 2016 Society of Tribologists and Lubrication Engineers. All Rights Reserved. TRIBOLOGY AND LUBRICATION TECHNOLOGY (USPS 865740)
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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.
You have to stay on the move to gain a lead. Thats why the To learn more,
Oil Additives specialists at Evonik focus on working with you scan the QR code or visit
to drive innovation and develop truly distinctive solutions. evonik.com/oil-additives.
Like premium lubricants that meet tomorrows demands
and help you boost eciency.
Americas : +1-281-719-7780
Europe : +44-1946-694-108
Asia Pacific : +65-6297-3363
HPP_Technical_Service@huntsman.com
www.huntsman.com/metalworking
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.
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
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.
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.
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.
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.
K-CORR G
King Industries, Inc. produces a series of grease additives
that addresses the supply problemss of the widely used
zinc naphthenate.
Las Vegas, NV
Emcor*
ASTM D 6138 4 0 0 1
3% NaCl Solution
May 15-19 Four Ball Wear
Booth# 207 ASTM D 2266 (mm)
1 hour, 75C, 40 kgf, 0.65 0.50 0.55 0.50
1200 rpm
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).
Red. 21
Figure 6 | Plotted wear scar data measured by the prolometer for Figure 9 | Skidder lowering logs after loaded lap.
Bio 1.
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.
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
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
www.dowatstle.com
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.
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008 100 vanderbilt holding company, inc. or its respective wholly owned subsidiaries. for
complete listings, please visit this location for trademarks, www.rtvanderbiltholding.
com.
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.
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-
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.
In an ever-changing global market, customers rely on our base stocks to be the industrys benchmark of
FRQVLVWHQF\2XUYDVWQHWZRUNRIVWUDWHJLFDOO\ORFDWHGUHQHULHVHQDEOHVXVWRGHOLYHUWKHKLJKHVWTXDOLW\
products from our CORE and EHC slates around the world. So whatever formulation challenges our
customers face, they can look to ExxonMobil Basestocks for unsurpassed excellence they can depend on.
To learn more, visit exxonmobil.com/basestocks.
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.
LEADING EDGE
People and specialty products
you can count on.
Sodium. 39
PEER-REVIEWED
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
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.
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.
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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).
50 Which element is expected to be most similar in properties to sodium: aluminum, sulfur, potassium, calcium or iron? A.
REFERENCES
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3. Topolovec-Miklozic, K., Lockwood, F., and Spikes, H. (2008), ings Technology, 205, pp S89S93.
Behaviour of boundary Lubricating Additives on DLC Coat-
ings, Wear, 265(1112), pp 18931901. 19. Bouchet, M. I. D. B., Matta, C., Le-Mogne,T., Martin, J.M., Zhang,
Q., Goddard, W., Kano, M., Mabuchi, Y., and Ye, J. (2007), Su-
4. Mistry, K. K., Morina, A., and Neville, A. (2011), A Tribochemi- perlubricity Mechanism of Diamond-Like Carbon with Glycerol.
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tions, Wear, 271(910), pp 17391744. Physics: Conference Series, 89, p 012003.
5. Mistry, K. K., Morina, A., Erdemir, A., and Neville, A. (2013), 20. Simic, R. and Kalin, M. (2013), Comparison of Alcohol and
Extreme Pressure Lubricant Additives Interacting on the Surface Fatty Acid Adsorption on Hydrogenated DLC Coatings Studied
of Steel-and Tungsten CarbideDoped Diamond-Like Carbon, by AFM and Tribological Tests, Strojniski Vestnik -Journal of Me-
Tribology Transactions, 56(4), pp 623629. chanical Engineering, 59(12), pp 707718.
6. Equey, S., Roos, S., Mueller, U., Hauert, R., Spencer, N. D., and 21. Simic, R. and Kalin, M. (2013), Adsorption Mechanisms for
Crockett, R. (2008), Tribolm Formation from ZnDTP on Dia- Fatty Acids on DLC and Steel Studied by AFM and Tribological
mond-Like Carbon, Wear, 264(34), pp 316321. Experiments, Applied Surface Science, 283, pp 460470.
7. Gangopadhyay, A., Zdrodowski, R. J., and Simko, S. J. (2014), 22. Kalin, M., Simic, R., Hirayama, T., Geue, T., and Korelis, P. (2014),
Interactions of Diamond-Like Carbon Coatings with Fully For- Neutron-Reectometry Study of Alcohol Adsorptionon Various
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8. Vengudusamy, B., Green, J.H., Lamb, G.D., and Spikes, H.A. 23. Kalin, M. and Simic, R. (2013), Atomic Force Microscopy and
(2013), Durability of ZDDP Tribolms Formed in DLC/DLC Tribology Study of the Adsorption of Alcohols on Diamond-Like
Contacts, Tribology Letters, 51(3), pp 469478. Carbon Coatings and Steel, Applied Surface Science, 271, pp
317328.
9. de Barros Bouchet, M. I., Martin, J. M., Le-Mogne, T., and Vacher,
B. (2005), Boundary Lubrication Mechanisms of Carbon Coat- 24. Makowski, S., Weihnacht, V., Schaller, F., and Leson, A. (2014),
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38(3), pp 257264. bology International, 71, pp 120124.
10. Kalin, M. and Vizintin, J. (2010), Real Contact Temperatures as 25. Habchi, W., Matta, C., Joly-Pottuz, L., De Barros, M. I., Martin,
the Criteria for the Reactivity of Diamond-Like-Carbon Coatings J. M., and Vergne, P. (2011), Full Film, Boundary Lubrication
with Oil Additives, Thin Solid Films, 518(8), pp 20292036. and Tribochemistry in Steel Circular Contacts Lubricated with
Glycerol, Tribology Letters, 42(3), pp 351358.
11. Minami, I., Kubo, T., Nanao, H., Mori, S., Sagawa, T., and Oku-
da, S. (2007), Investigation of Tribo-Chemistry by Means of 26. Matta, C., Bouchet, M. I. D. B., Le-Mogne,T., Vachet, B., Martin,
Stable Isotopic Tracers, Part 2: Lubrication Mechanism of Fric- J.M., and Sagawa, T. (2008), Tribochemistry of Tetrahedral Hy-
tion Modiers on Diamond-Like Carbon, Tribology Transactions, drogen-Free Amorphous Carbon Coatings in the Presence of OH-
50(4), pp 477487. Containing Lubricants, Lubrication Science, 20(2), pp 137149.
27. Ashraful, A.M., Masjuki, H.H., Kalam, M. A., Rahman, S. M. A.,
12. Simic, R., Kalin, M., Hirayama, T., Korelis, P., and Geue, T.
Habibullah, M., and Syazwan, M. (2014), Study of the Effect of
(2014), Fatty Acid Adsorption on Several DLC Coatings Studied
Storage Time on the Oxidation and Thermal Stability of Various
by Neutron Reectometry, Tribology Letters, 53(1), pp 199206.
Biodiesels and Their Blends, Energy & Fuels, 28(2), pp 10811089.
13. Kano, M., Yasuda, Y., Okamoto, Y., Mabuchi, Y., Hamada, T.,
28. Obadiah, A., Kannan, R., Ramasubbu, A., and Kumar, S. V.
Ueno, T., Ye, J., Konishi, S., Takeshima, S., Martin, J. M., Bouchet,
(2012), Studies on the Effect of Antioxidants on the Long-Term
M. I. D., and Le Mogne, T. (2005), Ultralow Friction of DLC in
Storage and Oxidation Stability of Pongamia pinnata (L.) Pierre
Presence of Glycerol Mono-Oleate (GMO), Tribology Letters, 18
Biodiesel, Fuel Processing Technology, 99, pp 5663.
(2), pp 245251.
29. Wu, Y. X., Li, W. M., Zhang, M., and Wang, X. B. (2013), Oxida-
14. Jia, Z., Xia, Y., Pang, X., and Hao, J. (2011), Tribological Be- tive Degradation of Synthetic Ester and Its Inuence on Tribo-
haviors of Different Diamond-Like Carbon Coatings on Nitrided logical Behavior, Tribology International, 64, pp 1623.
Mild Steel Lubricated with Benzotriazole-Containing Borate Es-
ters, Tribology Letters, 41(1), pp 247256. 30. Ferrari, A. C. and Robertson, J. (2000), Interpretation of Raman
Spectra of Disordered and Amorphous Carbon, Physical Review
15. Tasdemir, H. A., Wakayama, M., Tokoroyama, T., Kousaka, H., B, 61(20), pp 1409514107.
Umehara, N., Mabuchi, Y., and Higuchi, T. (2013), Ultra-Low
Friction of Tetrahedral Amorphous Diamond-Like Carbon (ta-C 31. Robertson, J. (2002), Diamond-Like Amorphous Carbon, Ma-
DLC) under Boundary Lubrication in Poly Alpha-olen (PAO) terials Science and Engineering: R: Reports, 37(46), pp 129281.
with Additives, Tribology International, 65, pp 286294.
32. Ding, Q., Wang, L., Wang, Y., Wang, S. C., Hu, L., and Xue, Q.
16. Kano, M. (2006), Super Low Friction of DLC Applied to Engine (2011), Improved Tribological Behavior of DLC Films under
Cam Follower Lubricated with Ester-Containing Oil, Tribology Water Lubrication by Surface Texturing, Tribology Letters, 41(2),
International, 39(12), pp 16821685. pp 439449.
Potassium. 51
NEWSMAKERS
TOP STORIES represented a scale up of 40,000 times cially competitive. Soneas, formerly
what had been previously demonstrat- known as Ubichem Pharma Manufac-
SECOND-GENERATION ELEVANCE ed in the laboratory and the largest turing, is a professional chemical ser-
BIOREFINERY TECHNOLOGY ever usage of Schrock (molybdenum/ vice provider with pilot and commer-
In collaboration with several partners, tungsten) catalysts for metathesis with cial scale manufacturing facilities.
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-
scale-up of a second-generation biore- laboration and to be advancing these ASTM CRUDE OIL SAMPLING
nery technology of the companys important developments for our part- STANDARD HELPS SHIPPERS, LABS
olen metathesis technology utilizing ners and us. It is another validation of A new ASTM International standard will
ethylene and natural oil feedstocks. Elevances technology and the value that help shippers, laboratories, regulators
The ethenolysis process advance- we bring to our partner relationships. and others who need to safely take
ment represents an important milestone XiMo AG, a company focused on samples of volatile crude oils in transit.
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
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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
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-
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
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QCustom additives QField technical service
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application testing The specialty additive company!
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.
Nitrogen. 61
SOUNDING BOARD
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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.
TLT ADVERTISERS INDEX
APRIL 2016 VOL. 72, NO. 4
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TEMPERATURE (C) Publisher: CRC Press
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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
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Yes, his divorce from his rst wife came through a month after he had married his second wife. 67
RESOURCES
Don M. Pirro
Martin Webster
Ekkehard Daschner
ExxonMobil, Houston, TX, USA
ISBN: 978-1-4987-5290-9
www.crcpress.com
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-
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.
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