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Billions of dollars are spent each year to repair damage from mechanical wear in U.S. factories caused by surface degradation, including
mechanical wear and fatigue. In this paper, which is focused primarily on grease and oil lubrication, you will learn the fundamentals to help
increase equipment uptime, reduce mechanical wear and equipment failures and apply maintenance budgets more effectively for prolonged
equipment life. Included are a discussion of tribology (the study friction, wear and lubrication), types of lubricating conditions, forms and types
of lubricants and additives and their comparative properties.
Lubricant Functionality
The basic functionality of lubricants includes the following:
• Reduce wear
• Reduce or control friction
• Carry away heat
Figure 1. Section of Two Contact Surfaces at High
• Transmit power Magnification - Note Peaks and Valleys Separated by Lubricant
Top: Model of Water Skier / Middle: Film Thickness / Bottom: Friction Coefficient (Stribeck Curve)
Figure 3. Boundary Conditions Predominate
on Low Speed Open Gears Figure 4. Model of Lubrication Regimes Depending on Speed and Pressure
Wear
Condition Examples Characteristics Oil Film Thickness (In Steady Operation)
Hydrodynamic Journal Bearings, Engine Rod Surfaces Separated 0.001 - 0.003 in. Nil
and Main Bearings by Oil Film (0.00254 - 0.0762 mm)
Boundary Heavily-loaded Gears, Surfaces Separated by Films 0.08 - 0.4 micro in. High During Run-In,
Engine Valve Train of Molecular Dimensions (0.000002 - 0.00001 mm) Moderate to Low Thereafter
Elastohydrodynamic Ball Bearings, Surfaces Separated by a Thin 10 - 50 micro in. For Properly Lubed and
Lightly-loaded Gears Oil Film, Contacting Surfaces (0.00001 - 0.00127 mm) Finished Surfaces; Very Low
Elastically Deformed
Table 1. Key Parameters of the Three Conditions of Lubrication
Thickening Agents • Viscosity index (VI) is a measure of how little a given fluid’s
The thickening agents typically used to form greases deserve their viscosity is affected by temperature (so that if a fluid has a
own scrutiny, because they affect such properties as water resistance, rating of excellent, it means that the fluid’s viscosity change is
pressure capabilities and temperature performance. Table 2 comparatively minimal).
summarizes the most common types. • The compatibility of lubricating oils and fluids with engineered
Note that the barium soaps, while they provide superior heat plastics and elastomers and rubbers is increasingly important,
and water resistance, tend to harden with age, are hard to pump because these materials are increasingly specified for a variety of
(limiting their use in automated systems) and bring heavy-metal machine and engine components.
health and environmental concerns.
In Table 2, complexing agents such as short-chain organic acids • Ballpark pricing is meant for comparative purposes only.
or inorganic salts are added to base soaps to bolster one or many • The high end of the PFPE range includes ultra-pure linear materials
properties, such as heat or water resistance. that provide lubrication at extremes of temperature, vacuum or
There are also nonsoap thickeners, with temperature limits well oxidizer exposure. With a density nearly twice that of the other
above soap types - upward of 500° F (260°C). Each nonsoap thickener materials, a drum can cost tens of thousands of dollars.
has its own unique advantages and disadvantages. The most
Synthetics are especially suited for applications with temperature
common are the following:
extremes (Figure 6).
• Clays
• Polytetrafluoroethylene (PTFE) Oil Formulations and Dispersions
Oil formulations typically include a base oil of appropriate
• Polyurea viscosity and viscosity index (VI), flash point/evaporative and pour
• Silica point properties, along with synergistic additives. These additives
enhance the properties of the base oil, such as oxidation, corrosion
• Carbon Black. or wear resistance, extreme pressure behavior, viscometrics and so
In addition, there are rarely used thickeners that are beyond the on. Dispersions add solid materials to the equation, typically solid
scope of this paper, as they are not commonly found in industrial lubricants. The dispersion holds the solid and liquid components
grade greases. in a suspension or solution that is generally tuned to a specific
Figure 5. Grease is Very Useful for High Pressure Figure 6. When Temperatures Are Extreme,
Applications Such As This Large Pump Bushing Synthetic Formulations Work Best
Figure 7. Pastes Are Useful For Assembling Threaded Figure 8. Silicone Compounds Are Ideal For
Connections to Prevent Galling or Seizing Lubricating Plastic Gear Trains
Figure 9. Chains Benefit From Antifriction (A-F) Coatings Table 4. NLGI Numbers Expressed as ASTM Worked Penetration Values