Browse Topic: Lubricant contamination

Items (51)
If wear particles generated during the operation of automobile engines are not monitored in time, they will contaminate the lubricating oil, leading to system failures or even accidents. Therefore, real-time wear particle monitoring is crucial for the stable operation of engines. Among mainstream wear particle monitoring sensors, the three-coil inductive sensor demonstrates significant application potential due to its ability to distinguish wear particle materials and strong resistance to environmental interference. However, its insufficient sensitivity to small-diameter wear particles limits further performance improvement. This paper takes the three-coil inductive wear particle monitoring sensor as the research object. First, a mathematical model of the sensor’s operation is established based on the law of electromagnetic induction, clarifying the relationship between structural parameters (such as channel radius, turns, coil spacing, and length) and the peak induced voltage. Subsequently, Multiphysics simulation software is employed to quantitatively analyze the influence of each structural parameter on the induced voltage, identifying directions for parameter optimization. Furthermore, orthogonal experiments are conducted to optimize discrete parameters, determining optimal levels for key parameters such as channel radius and coil spacing. Then, the simulated annealing algorithm is applied to achieve precise optimization of continuous parameters, ultimately obtaining the optimal combination of coil structural parameters. Experimental validation based on the optimized parameters shows that the peak-to-peak induced voltage for 1000 μm wear particles measured by the sensor optimized with the simulated annealing algorithm reaches 2.43 V, which is approximately 41 times higher than the 0.06 V observed before optimization. Additionally, the optimization effect of the simulated annealing algorithm further improves by 38.86% compared to the orthogonal experiment. In addition, experimental tests were also carried out on small-diameter abrasive particles of 100 μm, with the peak-to-peak value of the induced voltage reaching 0.38 V. The results confirm that this coil structural parameter optimization method effectively enhances the sensor’s sensitivity to small-diameter wear particles, providing a theoretical basis and technical support for the structural design and performance improvement of three-coil inductive wear particle monitoring sensors.
Yin, HaoZhao, LijunShen, Yitao
This SAE Aerospace Information Report (AIR) discusses the forms that air may take in aircraft hydraulic systems. Further, the effects of the various air forms on system operation are addressed. Recommended system design to prevent air effects and maintenance procedures to prevent and remove air are provided. Nitrogen leakage from accumulators is also a source of gas in hydraulic systems and may compose a portion of the “air” in the hydraulic system. The term “air” in this report does not differentiate between a gas composed strictly of normal atmospheric air or one that includes a mixture of additional nitrogen as well. The discussions of the report apply equally with any proportions of atmospheric air and nitrogen in the system.
A-6C1 Fluids and Contamination Control Committee
This SAE Aerospace Recommended Practice (ARP) establishes a method for evaluating the particulate matter extracted from the working fluid of a hydraulic system or component using a membrane. The amount of particulate matter deposited on the membrane due to filtering a given quantity of fluid is visually compared against a standard membrane in order to provide an indication of the cleanliness level of the fluid.
A-6C1 Fluids and Contamination Control Committee
Morphology, nanostructure, and composition of soot extracted from the oil sump of different heavy-duty engines operated under dynamometer and field conditions were investigated. Soot characteristics were then compared to a carbon black sample. Soot was extracted from used oil for transmission electron microscopy (TEM) analysis. Energy-dispersive X-ray (EDX) and X-ray photoelectron spectroscopy (XPS) analyses were also performed to assess soot composition. Two soot classes, I and II, can be identified based on their appearance under the TEM. Carbon black and class I particles have graphitic structures, while class II samples have a more sludge-like appearance. Similar aggregate sizes were observed among the samples. In all samples, the primary particle size distribution ranges from 16 nm to 22 nm in terms of mean diameter. Differences in the length and tortuosity of the graphitic fringes between the samples were observed. The findings suggest a greater degree of interaction between class II samples and the lubricating oil, and consequently, a different wear behavior may be expected depending on the specific soot characteristics.
Pacino, AndreaLa Rocca, AntoninoCairns, AlasdairFay, Michael W.Smith, JoshuaBerryman, JacquelineFowell, Mark
This study aims to assess the feasibility of utilizing a B20 blend, consisting of 20% ethanol and 80% diesel, as a potential alternative to diesel fuel in a compression ignition engine with a single cylinder. Ethanol, a commonly utilized biofuel, is renowned for its elevated oxygen content, which contributes to its efficacy as an oxygenator, hence augmenting fuel combustion and mitigating pollutants. The primary objective of our study is to evaluate the long-term durability and corrosion impacts of B20 fuel in comparison to a conventional diesel-only model. In a series of eight tests, each lasting 12.5 hours, it was observed that the B20 engine demonstrated enhanced long-term mechanical durability. Nevertheless, the introduction of ethanol blending resulted in the dilution and contamination of lubricants, as indicated by the observed rise in component wear and carbon deposition over a 100-hour testing period. Viscosity and contamination tests were employed to detect the presence of impurities. The wear test revealed a consistent increase of 7% in iron (Fe) content per test, while sulfate contamination exhibited a growth rate of 8.7% per test. The present study underscores the potential of B20 as a viable substitute for diesel fuel, and proposes prospective directions for further research to enhance its efficacy.
Daniel Das, A.Suresh Balaji, R.Marimuthu, S.Manivannan, S.
This SAE Aerospace Standard (AS) defines the materials, apparatus and procedure for microscopic sizing and counting of particulate contamination of fluid power systems by membrane filtration using microscopic counting.
A-6C1 Fluids and Contamination Control Committee
The high-temperature deposition test (HTDT) method is designed to evaluate the deposition and degradation characteristics of turbine lubricants when stressed under mixed-phase flow conditions found in certain parts of aviation gas turbine engines. This method is applicable to lubricants that form deposits in the range of 0.1 to 100 mg during the course of a test.
E-34 Propulsion Lubricants Committee
The ASTM D130 was first issued in 1922 as a tentative standard for the detection of corrosive sulfur in gasoline. A clean copper strip was immersed in a sample of gasoline for three hours at 50°C with any corrosion or discoloration taken to indicate the presence of corrosive sulfur. Since that time, the method has undergone many revisions and has been applied to many petroleum products. Today, the ASTM D130 standard is the leading method used to determine the corrosiveness of various fuels, lubricants, and other hydrocarbon-based solutions to copper. The end-of-test strips are ranked using the ASTM Copper Strip Corrosion Standard Adjunct, a colored reproduction of copper strips characteristic of various degrees of sulfur-induced tarnish and corrosion, first introduced in 1954. This pragmatic approach to assessing potential corrosion concerns with copper hardware has served various industries well for a century. Driveline lubricants have always been required to protect hardware, and transmission fluid specifications have always included a version of the copper corrosion strip test to assure this. In conventional transmissions, copper and its alloys are present in the form of mechanical parts such as bushings, bearings, and washers. Corrosion of these parts, while detrimental, does not typically result in immediate failure. However, the incorporation of electronics and electric motors has resulted in new failure modes which can have immediate and devastating consequences. Designing a lubricant to protect new electrified hardware requires an understanding of corrosion that occurs under actual operating temperatures, as well as potential damage from corrosion products. While the ASTM D130 provides general insight regarding the susceptibility of the hardware to corrode, the information is typically gleaned at elevated temperatures, and no information is gathered about the impact of corrosion products. The ASTM D130 is simply not sufficiently specific to adequately assess the risk of these new failure modes that may occur within electric drive units (EDUs). Newer methods, in particular, the wire corrosion test (WCT) and conductive deposit test (CDT), have been created to fill these gaps. In this article, we provide the history of the creation and evolution of the ASTM D130 standard, which is important in understanding both its significance and limitations. We then assess the corrosion characteristics of five lubricants using both the ASTM D130 strip method and the WCT method. We contrast these results, which demonstrate the greater understanding gleaned from the WCT. We then assess the five lubricants with the CDT, which provides insight into whether the corrosion products might endanger the system. We conclude that both the WCT and CDT are needed to provide a holistic understanding of corrosion in electrified hardware necessary to minimize the risk of corrosion-related failure modes. We anticipate that the WCT and CDT will establish themselves in original equipment manufacturer (OEM) specifications over the next decade and will provide a useful assurance of lubricant performance in corrosion, especially for hybrid (HEVs) and electric vehicles (EVs).
Hunt, Gregory J.Choo, LindseyNewcomb, Timothy
This ARP describes a gravimetric method for the determination of particulate contaminant in hydraulic fluids by the control filter technique. NOTE: With this method, detectable contamination levels down to 0.2 mg (7.0 × 10-6 ounces) per sample can be obtained with a standard deviation of ±0.1 mg (±3.5 × 10-6 ounces).
A-6C1 Fluids and Contamination Control Committee
Over the years during which fluid filtration systems have been developing, many terms have come into use for descriptions of characteristics of filter media, filter assemblies, test methods, and test materials. Inevitably, some terms have been applied loosely, so that the same term may have different meaning to different people, or in different frames of reference. Recognizing the need for clearly defined terms, which can have only one meaning for all persons in all circumstances, so that documents dealing with standard methods of evaluation of filters will have only one interpretation, the Filter Test methods Subcommittee of the SAE Engine Committee has compiled this Glossary of related terms. No attempt has been made to produce an all-inclusive document, containing definitions of all terms related to all types of fluid filters. Instead, the Glossary is confined to the terms likely to be encountered in relation to filters for lubricating oil and fuels. At the same time, we have recognized that some terms are common to all types of fluid filters, and have been careful to avoid conflict with the definitions published by other standardizing groups. If not identical, the definitions of these terms are at least worded to convey an identical meaning, hopefully in fewer, simpler or more precise words. We hope that this effort will be effective in helping to eliminate the ambiguities which have resulted from imprecise use of terminology and filtration. This Glossary is referenced in the SAE filter test methods documents. Terms used in those documents are intended to have the definitions shown by this Glossary, and no other. As new terms and their definitions become associated with the science of filtration and are relevant to the documents prepared by this subcommittee, revisions to the Glossary will be made, either by issuance of addenda or by revision and republication of the entire document.
Filter Test Methods Standards Committee
With the worldwide trend towards CO2 emission reduction, renewable fuels such as ethanol are gaining further importance. However, the use of ethanol as a fuel can bring some tribological impacts. Friction and wear of engine parts when lubricants are contaminated with ethanol are not very well understood. Within this scenario, the present paper introduces a new procedure to investigate the ethanol dilution on the performance of engine oils. Friction and wear of actual piston ring and liner were evaluated in a reciprocating test designed to emulate real thermomechanical conditions of both urban and highway car use. In addition to fresh oil, lubricant/ethanol emulsions were prepared carefully following two different procedures - unheated and heated mixing. The former to emulate cold start and “bakery” driving use, the latter to reproduce what happens after the engine heats in normal conditions. Thus, four contamination recipes: ethanol and water-ethanol, unheated and heated mixing prior the test were compared to the fresh oil. Confirming literature outcomes from previous works, the contaminated oils showed lower friction than the baseline oil. Firstly, when tested at 50°C, the presence of both contaminants reduced ring/liner friction by about 15%. However, at 130°C, ethanol effect was mitigated, probably due to its rapid evaporation. In contrast, water-ethanol containing oil kept a level of 8% in friction reduction even at high temperature, when compared to its fresh version. The wear of cylinder liner and piston ring were not significantly affected by the dilutions, but somehow surprisingly liner wear was slight lower for the tests with contaminated oils.
Crepaldi, JesuelFujita, HiroshiTomanik, EduardoGalvão, CiroBalarini, RobertoLuiz do Vale, João
Wheel end bearing is one of the critical components of the vehicle as it directly faces the road loads for harsh operating environment. Bearing being a precisely manufactured component and rotating at high speed, utmost care is required while assembling as well as during operation. In operating condition wheel end is directly exposed to outside environment making it prone to entry of contamination. This contamination if not prevented from entering into wheel end through proper sealing it would cause lubricant contamination and consequently bearing failure. Bearing replacement and overall wheel end service is time consuming activity reducing the turn out time of the vehicle. In wheel ends, one side is sealed with the help of seal while the other side is protected by cap and gasket. This cap-gasket interface is very critical from sealing perspective and utmost importance needs to be taken while designing the same. This paper focuses on the various aspects of design to be considered while designing gasket and caps for the sealing of wheel hubs. Additionally CAE analysis methodology is adopted to virtually find the effects of different gasket and hub cap parameters on sealing. Hub cap and gasket together forms a wheel end sealing. In wheel ends, a gasket is mounted on wheel hub face and cap is bolted on to it. When the bolt is tightened, tightening force gets transferred from hub cap to gasket and generates compression. This compression makes the joint leak proof. Different design parameters like cap thickness, bolt preload are studied to find out the performance of the gasket joint. Pressure compression curve of gasket is used for studying the behavior of gasket at different cap thickness. For virtual analysis sealing performance of gasket and cap is evaluated by doing nonlinear analysis of gasket joint. ANSYS workbench is used as a finite element analysis tool to simulate wheel hub gasket performance. Some additional steps are used in this analysis besides other conventional nonlinear analysis in ANSYS. CAE results are then finally evaluated by physical fitment of parts on vehicles and measurement is done accordingly. Footprints of gasket\hub cap is taken on physical vehicle and compared with virtual footprints. Also contamination studied on periodic intervals between new and old designs to analyze the results
Warwandkar, Prasad S.Dubey, AshutoshParoche, Sonu
Debris are progressively generated just after wear occurred by the interaction of various mechanical elements inside the engines, steering gear boxes, transmissions, differentials, etc. Besides, debris could interfere with the normal operation of such components generating even more damage in other parts due to three-body abrasion. Hence, dynamic seals are susceptible to interact with very fine debris accumulated in the working lubes. Recently, owing to many test advantages, the micro-scale abrasion test has been extensively used to reproduce three-body abrasion in hard materials, coatings, polymers, etc., however, it has not been before employed for the wear assessment of elastomeric materials. This paper presents an adaptation of the micro-scale test method to study three-body abrasive behavior of an elastomeric dynamic seal (samples extracted from an automotive commercial Acrylonitrile-butadiene NBR rotary seal) under lubricated conditions. This work looks generate three-body abrasion on the NBR material, proposing a range of test conditions (Load, sliding speed, sliding distance and abrasive concentration) and quantify the volume loss. Engine lubricant contaminated with SiC micro-particles was used toward replicating the actual seal lip-rotary shaft interface condition. According to SEM images from the wear scars, the wear mechanisms were polishing (two-body abrasion), three-body abrasion, and a mixture of them. Nevertheless, three-body abrasion was just obtained under specific conditions. Finally, the particular wear pattern of three-body abrasion of elastomers was achieved. Even more, the method should be potentially used to test any elastomeric material in order to characterize the three-body abrasion resistance.
Farfan-Cabrera, LeonardoGallardo, Ezequiel A.
The economics of operating internal combustion engines in cars, buses and other automotive equipment is heavily affected by friction and wear losses caused by abrasive contaminants. As such, dust is a universal pollutant of lubricating oils. Road dust consists of depositions from vehicular and industrial exhausts, tire and brake wear, dust from paved roads or potholes, and from construction sites. Present research investigates the influence of dust powder of size 5 μm-100 μm as contaminant in SAE 20W-40 lubricant on the relative motion of a plane surface over the other having circular surface in contact. A pin-on-disk setup as per ASTM G99 has been used to conduct the experiments, firstly at increasing rpm keeping constant load of 118 N, and secondly by increasing loads, keeping rpm constant at 1000. The contaminated lubricant has been used to study its influence on friction and wear rate at the interface of pin of 12 mm diameter and disk at track diameter of 98 mm. Based on the experiments at constant load, the coefficient of friction decreased with increase in rpm and the wear rate first increased and then decreased. At constant rpm, the coefficient of friction as well as wear rate first increased then decreased as the load enhanced. Both friction and wear rate increased in the final stages of the experiment. Good performance of the lubricant can be attributed to the third body effect shown by fine dust particles.
Mohan, NishantSharma, MayankSingh, RameshKumar, Naveen
This procedure will be generally applicable to three classes of hydraulic components as listed below:
A-6C1 Fluids and Contamination Control Committee
The performance of lubricant oils and, consequently, the performance of the engine and its useful life are significantly affected by the degree of contamination with fuel such as gasoline and ethanol. The determination of such contamination is of utmost importance both during the development of the engine components and for field verification. The official existing method is ASTM D3525, which is based on gas chromatography and requires significant investments in equipment and facilities, without mentioning the need for qualified personnel for the operation. Thus, the development of a reliable, simple, rapid and low cost method is required. This work was intended to prove the efficacy of the gravimetric method for the determination of fuel in lubricant oil. Such verification was conducted by comparing the results obtained through gravimetric and chromatographic methods. In this regard, both results were similar between each other being that the gravimetric method results were closer to the theoretical ones than those of the chromatographic method.
de Lima Ribeiro, KamillaSilva, Fernanda OliveiraDe Santis, Caterina ElenaNakamura, Akira Luiz
Major fluid-lubricated aircraft components can be damaged or severely degraded if the lubricating properties of the fluid have been prematurely degraded via oxidation during periods of heavy or severe usage. In addition, fairly rapid contamination of the lubricant via water, soot, or fuel ingress can occur due seal failures, environmental conditions, and/or maintenance. Prolonged aircraft use under any of these degraded conditions can also lead to symptoms of component wear-out and the generation of increasing levels of ferrous or non-ferrous debris in the oil. Polymeric Bead Matrix Technology can independently track and trend all of these wear conditions in real time, thus providing a prognostics-like capability for unscheduled oil degradation events. The patented PBM technology has been in use for many years in the mining industry where it has been used to monitor large crankcases in diesel and gasoline engines, gear boxes and hydraulic systems. A key benefit of the PBM system is that it is calibration free, and its on-board use has the potential to make all off-line fluid sampling and Infrared Spectroscopy "on-Condition".
Hedges, JoeGonzales, DavidAverett, JoeHanks, BrittColeman, BudAugustin, Mike
The overall performance of direct injection (DI) engines is strictly correlated to the fuel liquid spray evolution into the cylinder volume. More in detail, spray behavior can drastically affect mixture formation, combustion efficiency, cycle to cycle engine variability, soot amount, and lubricant contamination. For this reason, in DI engine an accurate numerical reproduction of the spray behavior is mandatory. In order to improve the spray simulation accuracy, authors defined a new atomization model based on experimental evidences about ligament and droplet formations from a turbulent liquid jet surface. The proposed atomization approach was based on the assumption that the droplet stripping in a turbulent liquid jet is mainly linked to ligament formations. Reynolds-averaged Navier Stokes (RANS) simulation method was adopted for the continuum phase while the liquid discrete phase is managed by Lagrangian approach. To simulate the complete evolution of the injected droplets, the proposed atomization model was coupled to a secondary breakup model based on Kelvin-Helmholtz (KH) instability equations. The KH secondary breakup model was tuned in order to provide non-dimensional breakup time fitting experimental evidences all over the range of droplet Weber numbers. To test the new atomization model, a multi-hole high pressure gasoline direct injector was considered. In the present paper, simulation results are compared to experimental ones in terms of overall spray evolution along the injection period, local droplet diameter, and droplet velocity distribution.
Brusiani, FedericoBianchi, Gian MarcoTiberi, Alessandro
The purpose of this SAE Information Report is to provide information on refrigerant issues of concern to the mobile air-conditioning industry.
Interior Climate and Thermal Management Systems Committee
The purpose of this SAE Standard is to establish the specific minimum equipment performance requirements for recovery and recycling of HFC-134a that has been directly removed from, and is intended for reuse in, mobile air-conditioning (A/C) systems. It also is intended to establish requirements for equipment used to recharge HFC-134a to an accuracy level that meets Section 9 of this document and SAE J2099. The requirements apply to the following types of service equipment and their specific applications. a Recovery/Recycling Equipment, b Recovery/Recycling-Refrigerant Charging, c Refrigerant Recharging Equipment Only.
ICTMS Service Committee
Fuel Additive that Cuts Emission and Increases Brake Power in a Small Bio-Fuel Diesel Engine2006-32-007411/13/2006
This paper presents experimental test results of a diesel engine using additive added bio Diesel oil obtained from palm oil. The test results obtained are brake power, specific fuel consumption (SFC) and exhaust emissions. In addition, anti-wear characteristics of fuel's contaminated lubricants were observed using a tribometer test. A computer control dynamometer-engine test bed was used to measure engine brake power and SFC at half throttle condition with speed range of 1000 rpm to 4000 rpm. The emission test was done with dynamometer fixed load of 50 Nm and constant engine speed of 2250 rpm. A total of three fuels or 100% diesel fuel (B0); 20% palm oil diesel (POD) and 80% B0 (B20); and B20 with X% additive (B20X) were selected for this investigation. The B20X is the additive added bio Diesel oil where X is the percentage (in this investigation X=1% of B20) of additive in B20 fuel. Anti wear characteristics in terms of coefficient of friction, wear scar diameter and flash temperature parameter (FTP) of fuel's contaminated lubricants were measured using a tribometer test. It was found that B20X fuel showed better overall performance such as cut emissions and increased engine brake power as well as increased anti-wear characteristics as compared to other test fuels. The specific objective of this investigation is to improve the performance of B20 fuel with an antioxidant additive. Detailed results have been presented with discussions.
Kalam, M. A.Masjuki, H. H.Syazly, M.Redzuan, M.Ramang, H.Mahlia, T. M. I.
The Impact of Additive Chemistry and Lubricant Rheology on Wear in Heavy Duty Diesel Engines1999-01-357510/25/1999
Increasingly severe emission legislation for heavy duty diesel engines has forced engine builders to modify their engine designs dramatically over the last few years. Some of the design modifications, such as the retardation of injection timing, resulted in higher levels of soot contamination of the crankcase lubricant. Consequently, higher wear levels were observed in the engines as a result of soot abrasion. Despite the more severe environment, there is a demand for increased engine life, which necessitates the search for ways to reduce wear. This paper describes the results of several wear studies in diesel engines. Valve train wear in engines producing high soot levels in the crankcase oil appears to be a function of soot dispersion and anti-wear film formation. Reducing the abrasiveness of the soot agglomerates and increasing the anti-wear film formation rate both result in lower valve train wear levels. The paper also describes how a Surface Layer Activation (SLA) technique was used to study cylinder liner wear in a diesel engine. The first part of this study was focused on the impact of additive dosage. Increasing the levels of dispersant and anti-wear additive resulted in a liner wear reduction. A follow-up SLA study evaluated the impact of soot level, additive chemistry, and lubricant rheology. Higher levels of soot contamination clearly increased the liner wear relative to non-contaminated oil. The impact of the lubricant's rheo-logical properties appeared to be at least as important as the additive chemistry.
Dam, Wim vanWillis, William W.Cooper, Mark W.
A Bearing Life Prediction Method for Utilizing Progressive Functional Surface Damage Analysis from a Debris Contaminated Lubrication Environment1999-01-27939/13/1999
Many lubrication environments in various equipment applications are inherently contaminated with debris and require mechanical components that are, as much as possible, resistant to the potential detrimental effects of debris particles. Many design engineers and lubricant specialists often overlook potential relationships between the various component failure modes, lubricant debris contamination levels, and engineering solutions that are created to overcome them. In addition, design engineers are in need of an analysis tool that can combine the various amounts of cumulative bearing damage occurring over time. As an example, bearing functional surfaces in many cases are progressively damaged over the life of the equipment. A new surface analysis tool is available which allows surface damage analysis to be completed at various stages of equipment life. This new surface analysis tool is appropriately called Debris Signature Analysis(sm). Data from these surface analysis methods can be used to demonstrate a new bearing life prediction model. When the life model is combined with cumulative damage rules, it can lead to assessment of the progressive damage developing in a debris contaminated lubrication system over time. Results of assessments will be discussed and this method will be described in the context of a design tool.
Fox, Gerald P.Martens, Mark D.Nixon, Harvey P.
Assessing and Predicting the Performance of Bearings in Debris Contaminated Lubrication Environment1999-01-27919/13/1999
Many lubrication environments in various equipment applications are inherently contaminated with debris and require mechanical components that are, as much as possible, resistant to the potential detrimental effects of debris particles. Many design engineers and lubricant specialists often overlook potential relationships between the various component failure modes, lubricant debris contamination level and the engineering solutions that are created to overcome them. Various methods for evaluating the effectiveness of debris resistant bearings have been proposed for development. Some of these methods have become standard methods within each bearing manufacturer's organization. Using an experimental method, performance evaluation results of tapered roller bearings in the areas of material fatigue will be discussed. The potential performance advantages will be placed in context of understanding the performance needs in the application. Once evaluation methods are well established to select bearings and component materials, the user is faced with assessing severity and detrimental effects of a specific application's lubricant contamination on bearing performance. Many analysis tools have been suggested for determining this impact, including particle analysis for size distribution, type of material and contamination level. A novel approach for determining severity of damage has been investigated which attempts to integrate these typical tools with actual damage to functional surfaces. It seeks to provide a practical approach and is appropriately labeled Debris Signature Analysis(SM). Data from these surface analysis methods will be used to briefly demonstrate a new bearing life prediction model. (SM) Service Mark of The Timken Company
Nixon, Harvey P.Ai, XiaolanCogdell, J. DavidFox, Gerald P.
Understanding Soot Mediated Oil Thickening Through Designed Experimentation Part 4: Mack T-8 Test9716935/1/1997
Fundamental knowledge investigations of soot-lubricant interactions continue. In earlier work [1-2], we examined the impact of formulation variables, engine type and mode of engine operation on the formation and nature of diesel soot and its interactions with the crankcase lubricant. Three types of North American heavy duty diesel engines were utilized: Mack EM6-285, GM 6.2L and GM 6.5L. Experiments identified additive compositions capable of providing good viscosity and wear control. Furthermore, we identified soot agglomeration, rather than amount of soot, as the phenomenon responsible for roller follower wear at low dispersant levels. Oil thickening results from the level of soot contamination, in combination with the “state” of the soot. The latter is noticeably affected by the lubricant dispersant level. Part 4 of our studies examines the impact of oil composition on a fluid's ability to handle soot in the Mack T-8 Test. A statistically designed experiment was used to examine the effects of dispersant level, dispersant type, antioxidant level, and detergent metal type on viscosity growth and other selected responses. Our studies identified dispersant type and level as key factors in controlling viscosity increase, pentane insolubles, size of soot particles and stability of soot particles in the used oil. We found that oil thickening has a complex dependence on soot, oil composition and oil sump temperature. No oil oxidation products were detected. We also examined the effect of our matrix factors on rocker cover sludge, oil consumption, filter plugging and filter mass, as well as on TBN decrease and wear metal contamination of the lubricants.
Bardasz, Ewa A.Carrick, Virginia A.George, Herman F.Graf, Michelle M.Kornbrekke, Ralph E.Pocinki, Sara B.
Understanding Soot Mediated Oil Thickening Through Designed Experimentation - Part 2: GM 6.5L96191510/1/1996
In our earlier work [1], an investigation was conducted to study lubricant formulation effects, engine type and mode of engine operation on the composition and nature of diesel soot and its interactions with the crankcase lubricant. Tests were run in two types of heavy duty diesel engines the Mack EM6-285 and the GM 6.2L. Part 2 studies the impact of oil composition on the surface and bulk chemistry of soot and on the ability of the fluid to handle soot produced in the GM 6.5L engine. The study also determined what portion of lubricant viscosity growth is related to bulk oil oxidation versus soot contamination. A statistically designed experiment was developed to examine the effects of dispersant level dispersant type, antioxidant level, and detergent metal type on average roller follower shaft wear, viscosity growth and other measured responses. The effect of run order on these measurements is also studied. Key results of this study are as follows. Higher levels of dispersant were associated with lower wear. No oxidation products were detected in the drain oils. Engine run order was associated with increases in many measured parameters, such as end of test (EOT) soot level and oil consumption. Roller follower shaft wear did not show this same trend, thus refuting the theory that wear is directly related to the amount of soot contamination in the lubricant. A new theory is proposed, that soot agglomeration, rather than the amount of soot, is responsible for roller follower shaft wear. Oil thickening results from the level of soot, in combination with the “state of the soot in the oil. The latter is noticeably affected by the dispersant level present in the oil.
Bardasz, Ewa ACarrick, Virginia AEbeling, Vikki LGeorge, Herman FGraf, Michelle MKornbrekke, Ralph EPocinki, Sara B
A debris-contaminated lubrication environment is inherent in many equipment applications and requires mechanical components that, as much as possible, are resistant to the potential detrimental effects of debris particles. In addition, lubricants are formulated with chemistry targeted to prevent wear in mechanical systems, and standard tests are used to evaluate the lubricant's ability to impact this failure mechanism. However, many researchers and lubricant specialists often overlook potential relationships between the various failure modes and the engineering solutions that are created to overcome them. The role played by lubricant additives and debris-contaminated lubricants in the failure mechanisms of bearings is just one example requiring closer consideration. Performance evaluation results of tapered roller bearings in the areas of material fatigue and wear in connection with lubricant contamination and lubricant chemistry will be discussed. Several conclusions are drawn in regard to variations observed in these evaluation tests.
Nixon, Harvey P.
These recommended practices are applicable for lubrication components and systems supplied on machines and equipment used in the automotive industry; for the purpose of this document, any equipment dispensing lubricant used in manufacturing and/or assembly processes. These practices do not apply to injection of pneumatic components.
Manufacturing Division
Diesel Engine Oil Dispersion Performance94193810/1/1994
Soot-related oil thickening problems have been reported over the years by multiple OEMs in Europe, Japan, and in the U.S.A (1,2,3). The earliest problems, from the late 1970s, were often attributed to adverse changes in operation [lower engine speeds, heavy loads and low air/fuel ratio, or severe operation such as stop-and-go service (3)] which led to a high soot generation rate. In the late 1980s, the emission legislation became more stringent and soot-related oil thickening concerns resurfaced. It appeared that even engines that produced a relatively low level of soot in the exhaust gas showed a high level of soot contamination in the lubricant (4). For the oil and oil additive industry, the Mack T-7 engine test offered a useful tool to evaluate the ability of oils to disperse soot, but it has been noted that the industry remains without a test based on a European engine to adequately evaluate an oil's ability to disperse diesel engine soot. Data from our recent study indicate that a useful test using a European engine has been developed to measure soot-related oil thickening, diesel engine sludge performance, and diesel engine oil gelation. Engine test results were also obtained on field-tested oils and correlation between the engine and the field test has been established. Coupling the engine test data with oil seal compatibility data from the VW 3344 laboratory bench test, a trade-off among the ashless dispersants that provide effective diesel engine oil dispersion performance and those that provide effective VW 3344 performance was observed. *Numbers in parentheses indicate references listed at the end of the paper
van Dam, W.Morris, J. E.
This procedure will be generally applicable to three classes of hydraulic components as listed below:
A-6C1 Fluids and Contamination Control Committee
This method describes a procedure for the sizing and counting of particulate contamination in liquid samples by membrane filtration. The procedure will allow measurement of particulate contamination five micrometres or greater in size with a maximum variation of ±20% in results over an average of two runs. This procedure can be used for all samples where the membrane filter is compatible with the sample liquid and rinse liquid. Section II of this procedure may be used to count any sample on a gridded membrane where particles are evenly distributed. This procedure is an alternative to counting with an automatic particle counter although results by each method from identical samples might not be equivalent due to individual idiosyncrasies in each technique.
A-6C1 Fluids and Contamination Control Committee
A series of engine dynamometer tests was carried out with 100% ethyl ester of soya oil as fuel and six different diesel engine lubricants. In each case the lubricant became contaminated by unburnt fuel during the tests with measured dilution rates of up to 0.2% of the fuel throughput. The lubricant/fuel mixture eventually underwent degradation to such an extent that phase separation occurred. The tests were terminated when the lubricant lost all dispersancy, as evaluated by a blotter-spot teat. Used oil analysis revealed that rapid oxidation of some of the fatty acid ester components of the fuel diluent had occurred in the later stages of the tests. At the high levels of fuel dilution recorded in these tests there was little difference between the performances of the six lubricants, despite their differing performance categories. It is therefore concluded that conventional performance categories cannot be used to define the grade of lubricant necessary for use with 100% vegetable oil ester fuels.
Blackburn, J. H.Pinchin, R.Nobre, J. I. T.Crichton, B. A. L.Cruse, H. W.
This test describes a self-checking procedure for the determination of particulate contaminant five microns or greater in size in air by the particle count method. A maximum variation of two to one (±33% of the average of two runs) in results should be expected for replicate counts on the same sample, providing that the procedure is followed closely and the precautions presented regarding check samples and self-checking aspects are observed.
A-6C1 Fluids and Contamination Control Committee
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