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Kluber Lubrication - Lubrication Theory and Best Practices
Kluber Lubrication - Lubrication Theory and Best Practices
Lubrication Fundementals
Bearing Lubrication
• Klüberquiet
Services
Our company.
Speciality lubricants for all components
Speciality lubricants for all industries
Test Capabilities
Mechano-dynamic
tests
We operate
more than 110
test rigs
Chemical tests
Latest equipment including FTIR
(transmission, ATR, golden gate
ATR, IR microscope detectors)
GC (FID, NPD, S detectors)
GC / MS
ICP, GPC, HPLC,
NMR, TGA, DSC
Kluber Lubrication
Tribology
Your idea: - The study that deals with the design, friction, wear, and
lubrication of interacting surfaces in relative motion (as in bearings or
gears).
Merriam-Webster Dictionary
Mixed friction:
The surfaces of the friction components are in partial contact, i.e. not
completely separated. Wear is usually within acceptable limits.
• Hydraulic Oil
• Machine Oil
• Gear Oil
• Chain Oil
• Motor Oil
• Compressor Oil
• Bearing Oil
• etc.
Composition of Lubricating Oils
Base oil
Additives 5 - 10 %
Solid lubricants
up to 5 %
up to 90 %
Lubricating oil
Mineral Oils – Advantages & Disadvantages
Advantages:
• Available in all viscosities
• Good lubricity
• Easy to additivate
• Almost neutral towards sealing materials (NBR)
• Low cost
Disadvantages:
• Useable up to 80°C (max. 100°C)
• Poor viscosity/temperature relationship
• Very poor biodegradability
Synthetic Oil vs. Mineral Oil
Lower Volatility
160
140
Oil temperature ,°°C
130
Polyglycol
120
110
PAO / Ester
100
90
80 Mineral Oil
70
300 500 1000 5000 10000 30000
Oil change interval , hours
Base Oil Types
Mineral
Synthetic
++Advantages++ ++Disadvantages++
Mineral Oil • Good Lubrication Performance • Fast Ageing and Oxidation at
• Good Additivation High Temperatures
• Good Elastomer Compatibility • Poor Viscosity-Temperature
• Lowest Cost Behavior
Base Oils Oil Hydrocarbon Oil Oil Oil (Methyl) (Phenyl) Oil
Mineral Oil + + + _ _ ± _
Synthetic + + + _ _ _ _
Hydrocarbon Oil
Ester Oil + + + + _ + _
Polyglycol Oil _ _ + + _ _ _
Silicone Oil _ _ _ _ + ± _
(Methyl)
Silicone Oil ± _ + _ ± + _
(Phenyl)
PFPE Oil _ _ _ _ _ _ +
What is Viscosity?
• It is the resistance of a fluid to flow.
1200
Why is it Important?
1000
• At operating temperature, it is the viscosity
that determines fluid friction.
Viscosity (centistokes)
800
What is Viscosity-Temperature Relationship?
600
• Viscosity decreases with rising temperature
• Viscosity increases with falling temperature
400 • Also called “Viscosity Index” or “VI”
200
0
-20 -10 0 10 20 30 40 50 60 70 80 90 100
Temperature (C)
Viscosity Classification Comparisons
Flash point
The flash point is the lowest temperature at which vapors develop from the liquid
to be tested. These vapors then combine with air to form a flammable oil-vapor-air
mixture above the surface of the liquid.
The higher the viscosity of an oil, the higher its flash point.
The flash point is not the maximum service temperature, it is determined and
indicated for safety reasons.
Flash point
Pour Point / Cloud Point
Additives
Example properties:
• Extreme pressure
• Viscosity improver
• Thermal resistance
• Oxidation stability
• Corrosion resistance
• Anti-wear
• Anti-foam
• Etc.
Additives
Corrosion and Fatty acids Protection of bearings and other Formation of polar absorption layers
rust inhibitors amines metal surfaces against corrosion on the metal surface which act as a
sodium, calcium and barium and rust barrier against corrosive substances
sulfonates
aminophosphates
zincdialkyldithiophosphates
alkylsuccinic acid ester
Friction modifiers Fatty acids Reduction of friction between the Highly polar molecules are adsorbed
esters metal surfaces on the metal surface and form a
fatty alcohols separating layer. Solid lubricants
solid lubricants form a friction-reducing surface film.
Elastomer Compatibility
ACM Polyacrylate rubber Highly resistant Resistant Partly resistant Acceptable up to 80°C Resistant Resistant
AEM (Vamac) Modified ACM Resistant Resistant Partly resistant Acceptable up to 80°C Resistant Resistant
CR (Neoprene) Chlorine- Mostly resistant Mostly resistant Not resistant Partly resistant Resistant Resistant
butadiene
EPDM Ethylene propylene diene Not resistant Not resistant Not resistant Highly resistant Resistant Resistant
FKM (Viton) Fluorocarbon rubber Resistant Resistant Resistant (high visc) Mostly resistant Resistant Resistant
HNBR Hydrogenated NBR Resistant Resistant Partly resistant Partly resistant Resistant Resistant
IIR Butyl rubber Not resistant Not resistant Not resistant Resistant Resistant Resistant
NBR (Buna N) Nitrile Resistant < 100°C Resistant up to 80°C Resistant up to 80°C Resistant <100°C Resistant Resistant
SBR Styrene butadiene Not resistant Not resistant Not resistant Mostly resistant Resistant Resistant
VMQ (Silicone) Silicone rubber Mostly resistant Mostly resistant Not resistant Mostly resistant Not resistant Resistant
FVMQ Fluorosilicone rubber Resistant Resistant Not resistant Mostly resistant Not resistant Resistant
Plastic Compatibility
ABS Acrylonitrile butadiene styrene Mostly resistant Resistant Not resistant Mostly resistant Resistant Resistant
PC (Lexan) Polycarbonate Resistant Resistant Not resistant Not resistant Resistant Resistant
HDPE High density polyethylene Resistant Resistant Partly resistant Resistant Resistant Resistant
LDPE Low-density polyethylene Resistant Resistant Partly resistant Resistant Resistant Resistant
POM (Delrin) Acetal resin Mostly resistant Mostly resistant Mostly resistant Mostly resistant Resistant Resistant
PP Polypropylene Mostly resistant Resistant Partly resistant Partly resistant Resistant Resistant
PUR Polyurethane Resistant Resistant Not resistant Not resistant Resistant Resistant
PVC Polyvinyl chloride Resistant Resistant Not resistant Not resistant Resistant Resistant
Composition of Lubricating Greases
14 - 30%
Thickener
3 - 5%
Base oil
Additives
Solid lubricants
5 - 10%
up to 90 %
Grease Thickening Agents
++Advantages++ ++Disadvantages++
Lithium Complex • Usable up to 150/160 °C • Critical Additivation
• Good Water Resistance • Critical Manufacturing
Simple Metal Soap Greases Complex Metal Soap Greases Non-Soap Greases
Al + • + • + ± + + ± - - +
Ca • + + + + + + • + + + +
Li + + + - + + + + - - - +
Na • + - + + + • • + - + +
Al C + + + + + + ± + ± - - +
Ba C ± + + + + + ± ± + + - +
Ca C + + + • ± ± + + + ± + +
Li C + • + • + ± + + ± + ± +
Na C ± + - + ± + + ± + - + +
Bentonite - + - - - + ± + - + + +
Polyurea - + - + - - + ± + + + +
PTFE + + + + + + + + + + + +
HEAT
Penetration
Worked
NLGI Class Penetration Structure General
DIN 51 818 DIN ISO 2137 Applications
(0.1 mm)
Asonic GHY 72
Technical Data Sheet
Lubrication of Rolling Element Bearings -
Selection Criteria
• Type of Motion
• Rolling or Oscillating
• Combined Sliding and Rolling
• Speed
• Temperature
• Load
• Operating Environment
Speed Factor
0.90 0.60
0.60 0.40
Range N
0.30 0.20 Normal Operating Conditions.
HL Standard Bearing Greases.
Range HL
Load Ratio
0.15 0.10
Range of Heavy Loads.
E.P. Greases Required.
0.09 0.06
Range HS
High-Speed Range.
0.06
N 0.04
High-Speed Greases Required.
Fill Quantity and Run-in are Important.
HS
0.03 0.02
0.02 0.013
50,000 100,000 200,000 400,000 1,000,000
Speed Factor
Operating Environment
• Moisture
• Vacuum
• Coolant
• Dust
• Vapors or Chemicals
Determination of Viscosity
r1
v1
ho
v2
r2
Minimum Allowable Viscosity (v1)
1,000
2
500 5
10
20
200
50
100 100
V1
)
200
m
(mm2/s)
(rp
50
n
500
1,0
20 00
2,0
00
5,0
00
10 10,
000
20,
000
5 50,
100 000
,00
0
3
10 20 50 100 200 500 1,000
dm (mm)
Lubrication Considerations Based on Viscosity Ratio
Viscosity
Ratio < 0.4 0.4…1 1 1…4
v/v 1
TEST CONDITIONS:
BEARING: 6204 2Z C3
AXIAL LOAD : 100 N
RADIAL LOAD: 50 to 800 N
SPEED : 10, 000 RPM
20, 000 RPM
30, 000 RPM
TEMPERATURE : TO 180 °C
GREASE QUANTITY: 35 % FILL
TEST CONDITIONS:
BEARING: FAG 529689
AXIAL LOAD : 1,500 N
3,000 N
4,500 N
SPEED : 3,000 RPM
6,000 RPM
TEMPERATURE : TO 250 °C
A B C
FAG FE8 Test Rig
TEST CONDITIONS:
BEARING(S) :
• FAG Angular Contact 536050
• FAG Taper Roller 53 6048
• FAG Cylindrical Roller 81206
• FAG Spherical Roller 53 6068
TEST CONDITIONS
BEARING: Thrust Ball - BP 10071
AXIAL LOAD : 8,000 N
TEST DURATION: 20 or 50 hours
FREQUENCY: 24 Hz
OSCILLATION ANGLE: +/- 3 °
TEST CONDITIONS
TIME: 168 h total testing time, with alternating
operating and stopping time.
SPEED: 80 rpm
MEDIUM: distilled water or other aqueous media
VOLUME: 11 cm3 per bearing
TEST RESULT
Determination of the degree of corrosion on the
outer bearing rings in accordance with the relevant
DIN corrosion degree table.
Lube Storage
• Minimizing risk
• Properly labeled
• Cleanliness
• Awareness
Best Practices
• Unpressurized
Steps
• Calibrate the delivery volume
• Label grease gun to ensure that the correct
product is used consistently
• Use a vent plug to help flush old grease
and reduce the risk of too much pressure
on seals
• Avoid contamination while loading the
grease gun
• If using a cartridge, avoid metal slivers
from the metal lid
• Match the label on the gun to the label at
the lube point
Best Practices – Grease Gun Prep Procedure
Steps
• Clean the dispensing nozzle and
grease fitting before attaching the
grease gun. Pump a small amount
onto a rag.
• Proper Cleaning
• Proper Run-In
Cleaning
Non-Residual Solvents:
• Freon TF (CFC-113)
• Methyl Chloroform (1,1,1 Trichloroethane)
• HydroChloroFluoroCarbons (HCFC)
• HydroFluoroEther (HFE)
Alcohol rinse any residues from use of other solvents (mineral spirits,
kerosene, aqueous cleaners, etc.)
Consider:
• Multiple Cleanings
• Ultrasonic Cleaning
• Corrosion Protection
Best Practices – Bearing Fill Quantity
Under Lubrication
• Boundary Friction
• Lubricant Starvation
• Increased Wear
Over Lubrication
• Increased Fluid Friction
• Increased Heat
• Shorter Operational Life
Best Practices – Bearing Fill Quantity
Based On
• Bearing Type
• Speed
• Reservoir Volume
• Seals or Shields
Grease volume in % from
Failure cause :
Electrical erosion of bearing
raceway due to the passage of
electrical current through the
hertzian contact zone. Raceway
exhibits characteristic markings
from electrical arcing, in this case,
believed to be due to the use of a
grease negatively offering
excessive electrical resistance.
Failure cause :
False brinelling damage was due
to small oscillatory movements
of the loaded taper rollers
during transportation of the
“static” road vehicle. Raceway
damage often results in noisy
bearing operation.
Vibrator Bearing
Failure cause(s) :
Severe radial shock loading resulted in extreme
wear and fatigue of bearing inner ring raceway. Wear
indentation and spalling craters visible across the 30°
loaded portion of the inner ring are clearly visible.
Lubricant (oil) viscosity too low to provide sufficient
film thickness and therefore provide adequate wear
protection under conditions of extreme shock loading.
Failure cause :
Thermally induced decomposition of the
sealed bearings lifetime grease fill.
Loss of grease base oil through
combined evaporation and thermal
decomposition resulted in insufficient
lubricating effect.
This resulted in cage failure and
premature bearing seizure.
• An Engineered concept
• Enhances “best practice” methods
• Drives PM compliance with predictable service intervals
Features / Advantages / Benefits
Features Advantages Benefits
Controlled Metered Delivery Elimination of over/under Increased bearing service,
greasing asset reliability
Concise design, flexible Confined spaces, direct or Wide range applications, hard
installation remote installs to reach, isolated