Maintenance
and Reliability
ro
T. SAHOO, Indian Oil Corp. Ltd, Paradip, India
Enhance reliability of process pumps with
lubrication management for antifriction bearings
Rolling bearings must be adequately lubricated to operate
reliably and to prevent direct metal-to-metal contact between
rolling elements, raceways, cages and other components. Lubri-
cantalso inhibits wear and protects bearing surfaces against cor-
rosion. The choice ofa suitable lubricant and lubrication meth
od, and controlling contaminants, are important fr improving
the reliability of the machinery where these bearings are used.
The lubricant in a bearing gradually loses its lubricating
properties as a result of mechanical working, aging and the
buildup of contaminants. Poor lubrication may be due to an
incorrect type of lubricant, improper lubrication method,
correct quantity of lubricant, contaminated lubricant or lubri-
cant degradation
For proper management of lubricant condition, contami
nants control and machine wear should be monitored proper!
Lubricant condition can be monitored with tests that quantify
the physical properties of the oil to ensure that itis service-
able. The entry of contaminants—such as air, ust, moisture,
chemicals and process liquid—can be controlled and reduced,
or even eliminated, by efficient sealing or filtration of ae sup
plies. Metal and debris associated with component wear ate
measured to monitor equipment health.
Introduction. Today, petroleum and petrochemical plants
have focused on extending the mean time between failures
(MTBF) for thei rotating equipment; inchading pumps. Maxi-
mizing lubrication effectiveness in process pumps will contsb-
tte significantly to meeting this goal. Proper lubrication for
pump bearings is essential for reliable service. Various studies
have been carried out on the causes of premature roling ele-
rent bearing failure; the No. 1 cause can be attributed to poor
lubrication. Some industry findings show that improper libri-
‘ation can account for more than 308 of bearing failures.
‘Causes of poor lubrication may include:
+ Incorrect type of lubricant
+ Improper lubrication method
+ Incozeect quantity of lubricant
+ Contaminated lubricant
+ Lubricant degradation.
Lubricant selection. Effective lubricants provide a sepa
rating film between a bearing’ rolling elements, raceways and
cages to prevent metal-to-metal contact and undesired friction,
Friction generates excessive heat that could cause wear, metal
fatigue and potential fasing of bearing contact surfaces. Ad-
equate lubrication for bearings also help inhibit wear and cor-
rosion, and helps guacd agsinst contamination damage.
‘When choosing a lubricant fora particular piece of equip-
rent, the equipment manufacturers operation and mainte
nance manual should be consulted. The operation and mainte-
nance manual will usually outline the required characteristics of
the lubricants, as well as a recommended schedule fr replace-
‘mentor filtering. Two type of lubricants ae primarily used for
lubrication of antifiction bearings—grease and ol
Grease, Greases are composed ofa soap thickening agent in
petroleum oil. Soap is formed by combining a metallic alkali,
such as the hydroxide of sodium or lithium, with a fatty mate-
sil. The type and quality of soap determines the grease consis-
tency; texture, melting point and solubility in water Additives
are used to impart properties, such a increased load carrying
‘capacity rust prevention and oxidation stability.
Oil selection. For the lubrication of rolling bearings, min
ral ols and synthetic oils are essentially suitable. Oils with a
‘mineral oil base are used most frequently. Special ols, often
synthetic ols, are used under extreme operating conditions,
or where special requirements relating to ol conditions oF oil
resistance exist. Mineral lubricating oils are obtained from the
distillation of crude petroleum, while synthetic ols are manu
factured. The selection of ol fora specific application depends
‘on four factors viscosity, speed, temperature range and operat
ing environment
‘Ol vs. grease. Greases are now used for lubricating most
rolling bearings. The extensive use of grease has been dicta
cd by the possibilities of simpler housing designs, less main-
tenance less difficulty with leakage and better sealing against
dirt.On the other hand, limitations exist that donot permit the
tase of grease
‘Where a lubricant must dissipate heat rapidly, grease should
not be used, As solid when not under shear, grease forms an ef-
fective collar at bearing edges to help seal against dirt and water.
During startup periods the bearing isinstantly lubricated; where
as with pressure or splash ol systems, there can bea time interval
during which the bearing may operate before oil ow reaches the
bearing, However extreme load at low speed or moderate loads
at high speed may create sufficient heat in the bearing to make
yctocorben Processing | MARCH 2017 49Haag) Maintenance and Reliability
‘grease lubrication unsatisfactory. In grease lubrication, the cor:
rect amount of ubricant is not as easily controlled as with oil,
‘Type of lubrication method. The choice of which lubrica-
tion strategy to apply for pump bearings has implications for
both the short-term characteristics exhibited by the bearings
and thei long-term reliability. When lubricating rolling element
bearings, four basic strategies have historically been used:
+ Grease. Simple to apply, grease can be retained within
a bearing’s housing and offers extra sealing protection.
Depending on the rotational speeds and operating
temperatures, relubrication may be required to combat
short grease life. Asan attractive alternative when
‘operating conditions allow, sealed "greased-for life”
bearings have been developed to eliminate the need
for relubrication and related maintenance tasks.
+ Oil bath. This option establishes an oil level at the
center of the bearing’ bottom rolling element and
represents the comparative baseline of bearing friction
among the lubrication methods. Bes results overtime
can be achieved using a constant-level oiler.
ubrication via slingers disc or oil ring. In this
‘method, an oil rings suspended from the horizontal
shaft into an ol bath positioned below the bearings.
‘The rotation ofthe shaft and ring flings ol from the bath
{nto the bearings. The reduced oil volume in the bearing
reduces the viscous friction in the bearing system to
allow higher shaft speeds and improved cooling,
+ Oil mist and air-ol. In this case, oils atomized and
carried by an air stream to the bearing. Among ll pump
bearing lubrication approaches, this process generates the
least amount of friction (allowing rotational speed to be
based on the bearing design rather than on lubrication
limitations) and creates a postive pressure within the
bearing housing (preventing invasive contaminants).
Oil bath method. The simplest method of ol lubrication is,
the ol bath (F161). The oil, which is picked up by the rotating
components of the bearing, is distributed within the bearing
and then flows back to a sump in the housing, Typically, the
oil level should almost reach the center of the lowest rolling
clement when the bearing is stationary. The bearing rolling ¢:
cements pass or “plough” through a portion of ths oil sump as
the shaft revolves.
Ball ameter an
FIG. 1 Gi bath lubrication showing a typical ol level
50. marci 2007 | HyerocarborPrcesingcom
For smaller bearing arrangements and slower speeds, oil
bath lubrication arrangements are commonly utilized. As
hheat reduces oil film strength and greatly accelerates the rate
at which oil oxidizes, the oil bath lube method is avoided on
process pumps whenever DN, the inches of shaft diameter (D)
‘multiplied by shaft revolutions per minute (N), exceeds 6,000.
illubrication via slinger disc or oil ring. For larger bear-
ings that rotate at 3,000 rpm and higher, many manufacturers
utilize cil lifting lubrication via oil ring or oilslingers. The goal
‘of these arrangements is to maintain a normal oil level below
the rolling element bearing (which accounts forthe lifting re-
quired), to minimize heat generation due to oil churning.
Oil ring design considerations. Oil rings are loose pieces
that rest on the shaft under gravity and the bottom point that