You are on page 1of 8

Lubricants 101 - Fundamentals of Lubrication

BY DAVID COMO - DOW CORNING CORPORATION

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.

Introduction • Seal out dirt and contaminants


Proper lubrication is critical to a machine component’s function • Prevent oxidation and corrosion.
and longevity. Understanding of lubrication fundamentals, application
details and available lubricant types are key to success in specifying The first two, reduction of wear and friction, are what most
and using lubricants. Simply crossing over lubricants, substituting people consider the primary job of lubricants, but the other functions
one supplier’s product for a similar one from another supplier, can have important applications in most industries.
be a recipe for disaster. Instead, the specification of the right lubricant
for a given application should be based on a long, hard look at Tribology
both the surfaces to be lubricated; how and why they might be Tribology helps focus the LETS factor by bringing to bear the
affected by improper lubrication; and the range of lubricants physics, dynamics, statics, fluid power and chemistry at work in a
appropriate for them. given application. All are melded together to express and predict
The need to carefully match the lubricant to the application is a the effects of friction, wear and lubrication, and how they interrelate
serious one. It was estimated by Ernest Rabinowicz of the to affect the world we live in.
Massachusetts Institute of Technology (MIT) that damage due to Dynamic applications that we take for granted in every day life
mechanical wear amounts to six to seven percent of the U.S. gross are affected in some way by their inherent or induced tribological
national product in repair costs on an annual basis. The cost is in characteristics - from the cars we drive, to the processing of the
the billions of dollars when combined with the costs related to food we eat, to the sports we enjoy. For example, there would be a
friction both in the industrial and consumer segments. Overall, the profound change in performance if the air drag on a golf ball or the
cost of friction is slowing the wheels of industry. friction coefficient between the ice and a hockey player’s skate
blade were to be reduced by even 10 percent.
LET’S Solve the Lubrication Problem At the heart of the equation is lubrication, defined as the use of
When addressing a lubrication problem or specifying a lubricant any material between contact surfaces of moving parts to reduce
for a given application, it is important to know as much as possible friction. Contact surfaces abound, even on the most polished of
about the conditions of the application and, as a minimum, mating interfaces. Under a microscope, an apparently perfectly
the approximate load, environment, temperature and speed smooth finish resembles jagged peaks and valleys (Figure1).
(LETS) of the components to be lubricated. Even if these values are Figure 1 captures the essence of what we seek from the ideal
approximations, there must be consideration given to each area. lubricating medium. The lubricant, completely separate from the
These factors are easily remembered by recalling the mnemonic, interacting surfaces, eliminates the interaction between the asperities
“LET’S solve the lubrication problem.” And it cannot be stressed
enough to avoid simply crossing over to a product from another
supplier if possible. It may well be that the original material was not
properly specified to begin with, so a fresh look can save a great
deal of time and money.

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

LUBRICATION EXCELLENCE 2003 CONFERENCE PROCEEDINGS


1
of one surface from the other and controls the friction. These could • Liquids
be the surfaces of a ball and race in a moving element or journal • Water
bearing, a disc on an air hockey table, or the tires of a car separated • Oils (petroleum)
from the road surface by a film of water as it hydroplanes without • Fluids (synthetics).
the help of friction to regain control and slow down. The last
Though invisible and not very intuitive, gases are common lubricating
example illustrates that the total elimination of friction is not
materials, in applications ranging from air hockey tables and gas
always the objective. Sometimes the purpose of lubrication is actually
bearings to equipment-moving air pads and, perhaps, even hover-
to maintain friction control.
craft. Likewise, many solids act as lubricants. In fact, in certain
Reduction of friction directly reduces potential heat, wear and
cases, even sand can act as a lubricant, as on a shuffleboard table
power requirements. Without lubrication, contact surfaces greatly
or under a motorcyclist’s front tire in a high-speed turn. The liquid
accelerate the effects of Newton’s third law – For every action, there
form of lubricating material includes just about anything from
is an equal and opposite reaction, or simply put, as long as there is
water to various petroleum-based oils and synthetic fluids. There is
motion, there will be forces working to counter that motion.
further discussion on these later.
Friction is one of those reactions.

Lubricating Materials Take Many Forms Lubrication Conditions


There are three common conditions of lubrication, as follows:
Not all lubricating mediums are necessarily conventional greases
and oils. An abbreviated list is as follows: • Hydrodynamic: Surfaces are separated by an oil film, typically
• Gases occurring at high speed and/or low load;
• Air • Boundary: Surfaces interact with little or no oil film separation,
• Nitrogen typically occurring at low speed and high load; and
• Solids • Elastohydrodynamic: Both boundary and hydrodynamic
• Graphite conditions coincide.
• TFE, PTFE (Teflon®)
• Molybdenum disulfide (MoS2, “Moly”) The elastohydrodynamic or mixed condition commonly occurs in
rolling element bearings.

Figure 2. Sleeve Bearing Presents a Hydrodynamic Condition


to the Shaft Running In It; A Film of Lubrication Separates
the Shaft From the Bearing Surface - At Speed

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

LUBRICATION EXCELLENCE 2003 CONFERENCE PROCEEDINGS


2
Hydrodynamic Condition surface or element is elastically deformed as the element passes,
Hydrodynamic lubrication is an ideal lubricating condition in and the resulting increased surface area allows a pressure wave of
which the interacting parts are separated by a lubricating film that lubricant to form that (though very thin) is sufficient to separate
the moving parts. Depending on the specific parameters of the
keeps nearly all asperity interaction from taking place (Figure 2).
application, elastohydrodynamic conditions can result in low wear.
Under this condition, there is minimal generation of wear particles.
These lubricating regimes are illustrated in Figure 4 by a familiar
Hydrodynamic lubrication typically occurs at higher speeds and/or application - that of a water skier - and the associated film
lower loads and shows a minimal amount of wear. An example is thickness and Stribeck curve conditions. As velocity increases, the
the journal bearings on the crankshaft of an automobile that has lifting hydrodynamic force exceeds the load, the figure is lifted off
reached a steady-state rotational speed or the conditions that exist the lake bed.
between the tires and the road surface of the vehicle mentioned
earlier, out of control in the rain and headed for a ditch. Putting the Conditions Together
Table 1 captures the key parameters of the three conditions
Boundary Conditions outlined above.
Boundary conditions, in contrast, occur at high loads and/or
low speeds. In this condition, the surface asperities of the mating
Lubricant Product Forms and Materials
Lubricants of various states (in this case, from solids to liquids)
parts will collide without specialized lubrication designed for
are supplied commercially as greases, compounds, pastes, dry film
extreme pressure (EP) conditions. In automotive terms, this condition
lubricants, and oils or dispersions.
can occur in high-contact pressure areas in an engine, such as at
the valve-cam or pushrod interface, particularly during cold starts. Greases
Other examples: low-speed open gearing (Figure 3) or a highly The function of the oil or fluid in a grease is to provide the
loaded drive chain. primary lubricating agent. The thickener system forms the grease,
giving it body to enable it to stay in place and to tie up or hold the
Elastohydrodynamic Condition fluid portion in suspension. Additives are used in the formulation
Elastohydrodynamic or mixed conditions are in a realm between to impart specific properties, such as oxidation or corrosion resistance,
those previously mentioned. These are the conditions at the micro acid inhibition, wear reduction, friction modification, extreme
contact area between a rolling bearing element and a race. The race pressure or load-carrying capacity, color and the like.

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

Temperature Temperature Oxidation


Type Water Resistance Mechanical Properties Limit, (°C) Stability Relative Cost
Calcium Soap High Superior for Low = Fair, High = Very 175 Poor $
Extreme Pressure (EP) Poor/Unstable
Sodium Soap Very Poor (Equal Fair Low = Poor, 135 Good $
to Hand Soap) High = Good
Lithium Soap Good Good Low = Good 175 Good $$
High = Good
Barium Soap Fair Fair Low = Poor 120 Poor $$
High = Good
Complex Soaps Excellent Fair to Excellent Low = Varies, Varies (Typically Excellent (Except $$$
High = Varies adding 5° - 10°C) Barium-Based)
Table 2. Comparison of the Most Common Thickening Agents in Greases

LUBRICATION EXCELLENCE 2003 CONFERENCE PROCEEDINGS


3
The fluid or oil is typically the key temperature-limiting factor in Base Oils and Fluids
the grease formulation, as its maximum temperature is usually Table 3 compares the primary factors of the most common types
reached before that of the thickener or additives. The thickener is of lubricating oils and fluids.
usually a secondary temperature-limiting factor, as most thickeners Note the following about Table 3:
liquefy above a certain temperature (the drop point is discussed
• Additive acceptance is defined as the ability to solubilize or
below) and thus, no longer provide body or suspension properties.
otherwise synergistically perform with additive packages.

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

LUBRICATION EXCELLENCE 2003 CONFERENCE PROCEEDINGS


4
application. These include applications that require the fluid to not effective in lubricating interacting surfaces if it drops onto the
carry the solids to penetrate into the machine component, to aid in floor under the machine or blows away. Consequently, the fluid
coating the lubricant on a surface, or to help disperse it in another portion of the lubricating paste is needed to deliver the solid
lubricating medium as an oil additive carrier. lubricant to the contact area and to keep it there until it is
burnished into the surface or until extreme temperatures have
Lubricating Solids driven off the fluid (some solids can to go 1200°C or higher).
The most common lubricating solids are the following: Typically, mineral oils are used as the fluid component, but
synthetics are not unusual for some applications.
• Graphite
Formulations for pastes vary, but usually consist of 50 percent or
• Polytetrafluoroethylene (PTFE) more solid lubricant content. The solid components are typically
MoS2, PTFE, metals and the like. Pastes may also contain conventional
• Molybdenum Disulfide (MoS2 or Moly)
thickeners as well as additive packages; in this way, they are again
• Others: similar to greases.
• Waxes Pastes are used in applications that present extremely high loads
• Phosphates (White solids) and/or temperatures at low or no speed. Specific applications
include run-in of equipment, assembly aids for operations such as press
• Metals (zinc, nickel, copper, etc.) fitting and - very extensively - for lubricating threaded connections
• Organic Moly. (Figure 7). Pastes can also be used in valve packings, seats and
stems; on flanges, studs, ways and guides; chains, open gearing,
Each lubrication solid has its own specific advantages and disad- automotive brakes and hubs; or anywhere that calls for help in
vantages. For example, while molybdenum disulfide has the highest assembly or future disassembly or slow speed, high-load applications.
load-carrying capacity, it sublimes around 450°C. Graphite also
has a good capacity for load and goes to greater temperatures Silicone Compounds
(higher than 500°C); however, it needs moisture to lubricate We refer to dimethyl silicone materials typically thickened with
effectively and therefore has problems in high vacuums. PTFE has silica as silicone compounds, so named to prevent confusion with
great frictional properties but is not good at extreme loads - and, and application as lubricating greases. Silicone compounds can be
of course, is comparatively expensive. thought of as noncuring sealants or room-temperature vulcanizing
materials (RTVs) because that’s basically what they are, minus the
Pastes crosslinking chemistry that turns RTVs into rubber. Silicone
Pastes are like greases, but are designed for different applications. compounds are great lubricants, sealants and dressings for plastic
Unlike greases, in which the base oil is the principal lubricating and elastomeric O-rings, seals, gaskets and belts (Figure 8).
agent and the thickener serves to keep it in place, the opposite is However, they are not meant for use as lubricants for metal-to-metal
true in pastes. That is, the solids are the primary lubricating agent contact. They can also cause softening and property loss when
and the oil is there to keep the solids in place. A solid lubricant is applied to silicone elastomers as they act as diluents for the elastomers.

Temperature Compatibility With Ballpark Price


Type Range °F (°C) Additive Acceptance Viscosity Index Plastic and Rubber Point $/Pound
Mineral -31° to 302° Excellent Fair Fair <5
(-35° to 150°)
Polyalkylene Glycols (PAG) -49° to 347° Excellent Good Good <5
(-45° to175°)
Polyalpha Olefins (PAO) -76° to392° Good Good Very Good 5 - 10
(-60° to 200°)
Ester -49° to 392° Good Good Fair 10 - 20
(-45° to 200°)
Silicone -103° to 392° Poor Excellent Very Good 10 - 20
(-75° to 200°)
Fluorosilicone -40° to 482° Poor Very Good Excellent 50 - 75
(-40° to 250°)
Perfluoronated -76° to 572° Poor Fair Excellent 75 - ?
Polyether (PFPE) (-60° to 300°)

Table 3. Key Factors of Base Oils

LUBRICATION EXCELLENCE 2003 CONFERENCE PROCEEDINGS


5
Many silicone compounds comply with U.S. Food and Drug Lubricant Properties and Terms
Administration (FDA), U.S. Department of Agriculture (USDA) There are a number of lubricant properties that play important
and/or National Sanitation Foundation (NSF) specifications for roles in the LETS (load, environment, temperature and speed)
food and potable water applications, reflecting the fact that they are equation discussed at the beginning of this paper. Following is a
considered safe for sensitive uses. They also tend to have excellent glossary of key properties to be found on lubricant data sheets.
dielectric properties that suit silicone compounds for use in a wide Most focus on one or two of the LETS factors. Several of the properties
range of power generation, automotive and electronic applications. occur in pairs; these are designated with brackets. Each property or
pair of properties is followed by a brief discussion.
Antifriction Coatings • Flash Point (Temperature; Safety): The lowest temperature at
Antifriction (A-F) coatings are suspensions of solid lubricants which a fluid gives off vapors that will ignite when exposed to an
(for example, MoS2, graphite, PTFE and the like) with very small ignition source.
particle size resin binders, such as epoxy, phenolic and the like.
When cured, A-F coatings form dry, paint-like films that lubricate • Fire Point (Temperature; Safety): The lowest temperature at
and provide corrosion protection where the use of a wet oil-based which the fluid’s vapors will ignite and continue to burn for at
lubricant is impractical. Also known as bonded lubricants or dry lease five seconds.
film lubricants, antifriction coatings are formulated to act as The basic difference between these first two is that, while flash
lubricating paints. A-F coatings are also used with conventional point indicates when, as you raise its temperature, a fluid’s vapors
lubricants where run-in protection, friction and/or noise reduction, will ignite instantaneously, fire point indicates how hot the fluid
or where increased EP or start-up protection is desired. Typical needs to be before it will support a flame on an ongoing basis. In
applications include exposed gearing and chains (Figure 9), North America, the line between flammable and combustible fluids
low-speed bearings, automotive pistons and valve trains, farming is drawn at 100°F (37.7°C), an important threshold to consider if
and excavating equipment, power tools and tooling. These are you are specifying a penetrating oil or carrier fluid for a lubricant
generally characterized by low speeds and high loads; dirty or dusty and have flammability or shipping concerns.
environments; oscillating movement (to prevent fretting or galling); • Viscosity (All LETS Factors): The physical property of an oil or
and long-term corrosion protection. A-F coatings are increasingly fluid that produces internal resistance to flow.
specified where heavy-metal coatings such as cadmium plating
• Kinematic viscosity: Measured as the time required for
were used in the past, as on threaded fasteners.
a given amount of fluid to flow through a certified capillary
Depending on the application requirements, a variety of resin
while a pressure head is allowed to drop (expressed as
binders can be used, including organic or inorganic types. An centistokes, cm²/sec).
inorganic material might be selected for use in corrosive or highly
oxygenated environments. A polyamide may be preferred when oil • Absolute viscosity: Measured as the time required for a
or chemical resistance is required or polyurethane where flexibility given amount of fluid to flow through a certified orifice
is a concern. Synergistic solid lubricants and additive packages - such under a constant pressure head; can also be measured
as anticorrosion components, viscosity modifiers, or colorants - are by a shear disk viscometer (expressed as centipoises,
also critical for many applications, as is a solvent base that is dyne-s/cm²).
acceptable for the application equipment, its operators and the • Saybolt Universal (SUS, SFS) method: Similar to the
application environment. absolute method without the constant pressure head.

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

LUBRICATION EXCELLENCE 2003 CONFERENCE PROCEEDINGS


6
The trend is toward kinematic and absolute measures expressed Bleed is described in terms of percent and is measured at various
in SI units, though the Saybolt method is still popular in the temperatures - depending on the base oil type. The downside of
petroleum industry. The Saybolt method is almost a cross between bleed in a lubricating grease is that the oil may migrate in the
the kinematic and absolute methods in that it is run at atmospheric application, which may not be desirable. Plus, if the compound is
conditions similar to the kinematic, but incorporates an orifice like stored improperly, the oil may separate leaving puddles in the
the absolute. It is important to note that test values are derived at grease that will need to be stirred back in prior to use.
temperatures specific to their method - the Saybolt method is The rate of evaporation of the base oil gives an indication of the
almost always run at 100°F and 210°F, while the other methods temperature capability of that base oil and its probable longevity at
can be run and reported at various temperatures, but typically (in higher temperatures.
SI) at 25°C, 40°C and 100°C. A couple of degrees either way can Bleed and Evaps, as the tests are known, are conducted
make a noticeable difference in the results, so be sure that the anywhere from 100°C to 200°C, typically over 24 hours and are
values for the lubricants under comparison are the results of tests
expressed in percentages.
using the same basis.
Specifying the right lubricant is a balancing act between sufficiently • Pour Point (Temperature): Lowest temperature at which a
heavy viscosity to keep a lubricant boundary in readiness for a cold fluid will pour from a container.
start on one hand and sufficient fluidity to avoid viscous drag or
• Freeze Point (Melt Point) (Temperature): Lowest temperature
frictional losses once equipment is up to speed.
at which the fluid begins to transform from a solid to a
• Viscosity Index (All LETS Factors): The VI indicates the liquid phase.
rate of change of a fluid’s viscosity with temperature.
Pour point and freeze point are similar properties, coming from
Viscosity index is a critical property to consider in a lubricating opposite directions on the temperature scale. Typically, they show
fluid if the application has temperature extremes, because different values. Pour point is of most common interest in helping
VI indicates how sensitive the fluid is to viscosity changes with to determine the ability of a lubricating oil or fluid to withstand low
temperature - both high and low. While mineral oils exhibit rather temperatures without solidifying.
low VIs (less than 100), some silicones exhibit VIs as high as 400. A
high VI value indicates that the fluid has less tendency to thin with • Dn Value (Speed): The product of the bore size (root
increasing temperature or thicken with cold. diameter outside the Americas) of the bearing (mm) times
the rotational speed (rpm); Dn value is an estimate of the
• Bleed (Temperature and Environment): In a grease or solid
speed capability of a grease.
compound, the separation of oil from thickener.
Example: If a 2-inch ID bearing runs at 5000 rpm:
• Evaporation (Temperature and Environment): That portion
of the lubricant that volatilizes at a specified time Dn = 50.8mm (2 in.) x 5000 rpm = 254,000
and temperature.
The Dn value takes into account the size of the components
Bleed is used to describe the tendency of the lubricating oil involved. A 10-inch shaft and bearing in an application will have a
to separate from a grease or compound. Some separations are different effect on a lubricant than a micro bearing. Dn values for
necessary in a lubricating grease, because the oil performs the greases are typically both estimated and dimensionless, but are
lubrication, the thickener being there simply to keep the grease in nevertheless useful for gauging the performance of the lubricant at
place in the application. its application speeds and dimensions.

ASTM Worked Penetration


NLGI Number (mm/10 @ 25°C) ASTM D-217
000 445 - 475
00 400 - 430
0 355 - 385
1 310 - 340
2 265 - 295
3 220 - 250
4 175 - 205
5 130 - 160
6 85 - 115

Figure 9. Chains Benefit From Antifriction (A-F) Coatings Table 4. NLGI Numbers Expressed as ASTM Worked Penetration Values

LUBRICATION EXCELLENCE 2003 CONFERENCE PROCEEDINGS


7
• Dropping Point (Temperature): The temperature at which a Penetration is usually expressed as National Lubricating Grease
drop of material falls from the orifice of a test apparatus Institute (NLGI) numbers. Although it is a rather archaic test, it
under exposure to rising temperature. remains the standard for the industry for measuring the consistency
or thickness of a grease.
• Channeling (Temperature): The tendency of a grease to
Most common greases fall into the midrange of the table and are
form a channel in a high-speed bearing, leaving shoulders
listed as NLGI 1 (310 to 340 mm/10), NLGI 2 (265 to 295 mm/10),
of grease on the sides to act as lubricant reservoirs and
as a seal. or NLGI 3 220 to 250 mm/10) greases, and many penetration spec-
ifications cross over these ranges.
The dropping point of grease is an indication of the temperature
capability of the thickener - the point at which it melts and Conclusion
releases the base oil from the thickening matrix. It is measured in a This paper has surveyed the world of lubrication on the premise
thimble-like cup with an orifice at the bottom that is gradually that careful specification of lubricants, in what is often a
brought up in temperature until a drop of oil falls from the cup. wide-ranging array of applications for even a modest industrial
This value is NOT the high-temperature capacity of the grease (as setting, will save money in the long run. To understand proper
many suppliers will allude) - that capacity is primarily determined lubrication specification and application, one must start with an
by the base oil itself. understanding of tribological fundamentals. Nothing replaces the
The channeling of a lubricating grease is important if the grease thorough understanding of the application in terms of load,
is to be used in a high-speed application where it is important that environment, temperature and speed for proper lubrication
the grease vacate the flight path of the moving elements of the specification. Familiarization with the types of lubricants and how
bearing, but still provide adequate lubrication to those elements. they are designed gives greater depth to the specification and use of
Excessive tenacity of a grease and its presence in the bearing race in the best lubricant for the application. Above all, keep in mind that
these applications can cause enough friction and heat from
the specification or use of an improper lubricant will lead to
viscosity and/or particles to prevent effective high-speed operation
premature component failure - and take the time to specify the
and could lead to failure from overheating.
right material for the purpose.
• Penetration (Temperature and Environment): The depth,
in tenths of a millimeter, that a standard cone sinks Reference
into a material under prescribed conditions of weight, time 1. Rabinowicz, E. (1965). Friction and Wear of Materials . John
and temperature. Wiley & Sons, Inc., Hoboken, NJ, USA.

LUBRICATION EXCELLENCE 2003 CONFERENCE PROCEEDINGS


8

You might also like