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Testing of Lubricants

Details of typical tests along with ASTM/IP numbers used for lubricants

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<strong>Testing</strong> <strong>of</strong> <strong>Lubricants</strong><br />

& its significance<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


<strong>Testing</strong> <strong>of</strong> lubricants<br />

& its significance<br />

Type <strong>of</strong> lubricants<br />

Automotive <strong>Lubricants</strong><br />

Industrial lubricants<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


<strong>Testing</strong> <strong>of</strong> lubricants<br />

& its significance<br />

Automotive <strong>Lubricants</strong><br />

• Engine Oils<br />

• Gear Oils<br />

• Brake Fluids<br />

• Coolants<br />

• Automatic Transmission Fluid<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


<strong>Testing</strong> <strong>of</strong> lubricants<br />

& its significance<br />

Industrial <strong>Lubricants</strong><br />

• Metal working Oils<br />

• Neat, Soluble, Synthetic,<br />

• Semi synthetic<br />

• Metal Deformation<br />

• Heat Treatment<br />

• Corrosion Preventives<br />

• Dewatering Fluids<br />

• Industrial Cleaners<br />

• Compressor Oils<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


<strong>Testing</strong> <strong>of</strong> lubricants<br />

& its significance<br />

Industrial <strong>Lubricants</strong><br />

• Hydraulic Fluids<br />

• Industrial Gear Oils<br />

• Turbine Oils<br />

• Refrigeration Oils<br />

• Greases<br />

• Rock Drill Oils<br />

• Electrical Oils<br />

• Process Oils<br />

• Ginning Oils<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Routine Lubricant tests<br />

Gear Oils<br />

• Color<br />

• Condition / Appearance<br />

• Acidity<br />

• Water content<br />

• Wear Metal Analysis (for used Oils)<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Routine Lubricant tests<br />

Turbine Oils<br />

• Color<br />

• Condition Appearance<br />

• Acidity<br />

• Water content<br />

• Kinematic Viscosity at 40 °C<br />

• Demulsification value<br />

• Wear Metal Analysis (for used Oils)<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Routine Lubricant tests<br />

Compressor Oils<br />

• Color<br />

• Condition Appearance<br />

• Acidity<br />

• Water content<br />

• Kinematic Viscosity at 40 °C<br />

• Wear Metal Analysis (for used Oils)<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Routine Lubricant tests<br />

Refrigeration Oils<br />

• Color<br />

• Pour /Floc point<br />

• Dielectric strength<br />

• Acidity<br />

• Water content<br />

• Kinematic Viscosity at 40 °C<br />

• Wear Metal Analysis (for used Oils)<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Appearance<br />

• Fresh Oil is bright and clear<br />

• Presence <strong>of</strong> water or other contaminants make<br />

the oil hazy / cloudy<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Density<br />

IP 160 /ASTM D 1298<br />

• Expressed as gm/cc<br />

• Measured at 15° C<br />

• Specific gravity ( or Relative density) is the<br />

density <strong>of</strong> the substance relative to density <strong>of</strong><br />

water<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Colour<br />

ASTM D 1500<br />

• Expressed on scale <strong>of</strong> 0.0 to 8.0, latter being<br />

the darkest – Lovibond Colour Comparator.<br />

• Natural colour <strong>of</strong> lighter oils pale/yellow or<br />

darker for heavier (high Vis. Oils)<br />

• During usage and onset <strong>of</strong> oxidation, oil is<br />

darkened by products <strong>of</strong> combustion<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Kinematic Viscosity (KV)<br />

IP 71 / ASTM D 445<br />

• Viscosity <strong>of</strong> a liquid is its resistance to flow &<br />

is directly related/affected by temperature<br />

• Viscosity decreases with increase in<br />

temperature & increases with decrease in<br />

temperature.<br />

• Kinematic Viscosity (KV) is expressed in<br />

centistokes (cSt)<br />

• ISO Viscosity grades KV @ 40° C and 100°C<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Viscosity Index ( VI)<br />

IP 226 / ASTM D 2270<br />

• VI <strong>of</strong> an oil is calculated from its Kinematic<br />

viscosities at 40° C and 100°C<br />

• High VI – Oils exhibit small decrease in KV with<br />

increase in temperature<br />

• Low VI - Oils exhibit large decrease in KV with<br />

increase in temperature.<br />

• Paraffinic Oils – have high VI’s ( 80 – 100)<br />

• Naphthenic Oils – have low VI’s ( 0 – 30)<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Flash Point (COC or PMCC)<br />

IP 34 / ASTM D 93, IP 36 / ASTM D 92<br />

• Lowest temperature at which a vapour above<br />

liquid will ignite when flame is applied<br />

• Expressed in Degrees Celsius (°C)<br />

• IP 34 – Pensky Marten Closed Cup (PMCC)<br />

• IP 36 – Clevland Open Cup ( COC)<br />

• Decrease on Flash Point – indicates thermal<br />

cracking <strong>of</strong> oil<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Total Base Number (TBN)<br />

IP 276 / ASTM D 2896<br />

• Expressed as mgKOH/gm<br />

• It is the alkaline reserve incorporated into an<br />

oil to neutralize acid products <strong>of</strong> combustion<br />

derived from sulfur in the fuel.<br />

• TBN decrease result <strong>of</strong><br />

• Oil oxidation<br />

• Water contamination<br />

• Fuel contamination<br />

• TBN depletion can be reduced by oil ‘top up’<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Copper Strip corrosion<br />

IP 154 / ASTM D 130<br />

• To evaluate corrosive properties <strong>of</strong> oil.<br />

• Particular significance to Gear Oils<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Dielectric Strength<br />

ASTM D877 ( Up to 230 kV)<br />

ASTM 1816 ( Higher voltages)<br />

• Measures resistivity between two electrodes.<br />

• Particularly for Transformer oils.<br />

• Dielectric Strength, drops / fails due to<br />

contamination, dust, dirt, moisture, etc..<br />

• Also for refrigeration Oils for hermetically<br />

sealed compressors<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Foaming characteristics<br />

IP 146 / ASTM D 892<br />

• Generally due to contamination with surface<br />

active materials.<br />

• Excessively high flow rates.<br />

• Depletion <strong>of</strong> anti foaming additive package<br />

• May result in cavitation, pressure drop,<br />

intermittent flow / circulation.<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Pour point<br />

IP 15 / ASTM D 97<br />

• An indicator <strong>of</strong> the flow properties <strong>of</strong> oils at<br />

low temperature.<br />

• Crystallization <strong>of</strong> waxy components at low<br />

temperature restricts the flow <strong>of</strong> oil an d<br />

results in oil starvation.<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Acidity (TAN)<br />

IP 177:96 / ASTM D 664<br />

• Expressed as mgKOH/gm<br />

• Measures - total acidity <strong>of</strong> the oil i.e. presence<br />

<strong>of</strong> strong inorganic and weak organic acids<br />

• Increase <strong>of</strong> TAN indicates<br />

• Hydrolysis <strong>of</strong> oil<br />

• Oxidation<br />

• Contamination<br />

• High TAN values can lead to problem <strong>of</strong><br />

corrosion.<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Water content<br />

IP 356 (KF) / ASTM D 1744 & 4377<br />

• Measures extend <strong>of</strong> water contamination<br />

• In general “no water” should be present in<br />

lubricating oil ( Max tolerated is 0.2%)<br />

• Salt water contamination (Marine grades) may be<br />

traced to cooler leakages, ship’s hull etc..<br />

• Common metals in sea water include<br />

• Sodium 11,000 ppm, Calcium 400 ppm,<br />

• Magnesium 1,300, Potassium 400 ppm<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests<br />

Total insolubles<br />

IP 316 / ASTM D 893<br />

• Total amount <strong>of</strong> extraneous matter which are<br />

derived from products <strong>of</strong> combustion<br />

• Includes burnt lubricating oil and additive ash,<br />

rust, salt, wear debris and abrasive matter. (IP<br />

method deploys high RPM centrifuge +10,000 g, preferred for<br />

dispersant/detergent additives lube oils- ASTM D893 is 600 – 700 g)<br />

• Viscosity <strong>of</strong> an oil increase with increase in the<br />

level <strong>of</strong> total insolubles.<br />

• Expressed as % <strong>of</strong> the quantity <strong>of</strong> oil.<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Common Lubricant tests - others<br />

Additional tests commonly referred to:<br />

• Thermal stability<br />

• Detergency<br />

• Dispersancy<br />

• Anti wear Tests<br />

• Timken OK load<br />

• Four ball wear<br />

• Grease consistency<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Special Lubricant tests<br />

- For used oils<br />

Conducted on sophisticated equipment<br />

for premium lubricants<br />

• Elemental analysis<br />

• Wear metal analysis (Particle size 0.1 – 1000<br />

microns)<br />

• ICP – Inductively Coupled Plasma Spectra photometer<br />

• Larger, expensive to buy and maintain, good for R&D<br />

• Atomic absorption Spectra (AAS)<br />

• Is simpler , smaller & compact<br />

• Ferrography (Generally larger particles 10 to 1000 micron)<br />

• Viewed under high powered microscope, biased to Ferric,<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Special Lubricant tests –<br />

- Base oils and raw materials<br />

Conducted on sophisticated equipment<br />

for premium lubricants<br />

• Fourier Transform Infra Red Spectroscopy (FITR)<br />

• Differential Scanning Calorimeter (DSC)<br />

• Oxidation onset Temperature (OOT)<br />

• Gel Permeation Chromatography (GCP)<br />

• Gas Chromatography (GC)<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Special Lubricant tests<br />

– Wear metal analysis – Used oils<br />

ICP / Atomic Absorption Spectra (AAS)<br />

Wear metals may include some <strong>of</strong> the following<br />

• Aluminum Pistons, Bearings<br />

• ChromiumCylinder liner, Piston rings etc..<br />

• Copper Bearings, Coolers<br />

• Iron Crankshaft, Gearing, Piston rings<br />

• Lead Bearings<br />

• Manganese Steel components<br />

• Nickel Pistons rings, steel components<br />

• Silver & Tin Bearings<br />

• Molybdenum Piston rings<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Special Lubricant tests<br />

Elemental analysis – Used Oils<br />

ICP / Atomic Absorption Spectra (AAS)<br />

Elements commonly found in lubricants include<br />

• Zinc, Phosphorus Anti wear package (ZDDP)<br />

• Sulphur Base Oil, additives<br />

• Sulphur Gear Oil additive<br />

• Magnesium Rust inhibitors<br />

• Barium Rust inhibitors<br />

• Silicon Antifoam<br />

• Calcium, Detergents<br />

• Magnesium Detergents<br />

• Boron Dispersants<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Special Analytical Tests<br />

FTIR – for Base Oils & raw material<br />

Fourier Transform Infra red Spectroscopy<br />

• FTIR generates a spectrum which is then used to<br />

confirm the presence <strong>of</strong> a particular bond (Single<br />

bond, double bond etc..)<br />

• Used to determine paraffinic, aromatic and<br />

naphthenic content in mineral oils<br />

• To identify functional groups like esters, aromatics,<br />

amide, etc..<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Special Analytical Tests<br />

- for Base oils and raw materials<br />

Differential Scanning Calorimeter - DSC<br />

• Monitoring a particular property <strong>of</strong> the oil under<br />

isothermal conditions with time.<br />

• Thermograms generated by this technique are<br />

“Finger prints” <strong>of</strong> the material/ oil.<br />

• DSC is used to determine OOT (Oxidation onset<br />

temperature), OIT (Oxidation Induction Time and<br />

smoke content<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Special Analytical Tests<br />

- for Base oils and raw materials<br />

Oxidation onset Temperature (OOT)<br />

• Temperature at which oxidation <strong>of</strong> the oil begins<br />

under controlled conditions (PDSC cell)<br />

• Characterized by peak due to heat <strong>of</strong> the reaction <strong>of</strong><br />

oxidation.<br />

• Useful in deciding the working range <strong>of</strong> the oil<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Special Analytical Tests<br />

- for Base oils and raw materials<br />

Gel Permeation Chromatography- GPC<br />

• Sample passes through a column with liquid where<br />

various components are absorbed. depending on<br />

their molecular weight<br />

• Used to determine molecular weight <strong>of</strong> polymers by<br />

comparing with standard polymer <strong>of</strong> known<br />

molecular weight<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Special Analytical Tests<br />

- for Base oils and raw materials<br />

Gas Chromatography- GC<br />

• Sample passes through a column with a carrier gas<br />

where various components are absorbed depending<br />

on the temperatures <strong>of</strong> the column, packing<br />

materials etc.<br />

• Used to determine purity and percentage <strong>of</strong> various<br />

components present in a mixture.<br />

• Mainly used for raw material analysis<br />

Hussam Adeni<br />

Lube.specialist@gmail.com


Thank you<br />

Hussam Adeni<br />

Lube.specialist@gmail.com

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