NORTON, KNOTT, MUENGER—FLOW PROPERTIES OF LUBRICANTS UNDER HIGH PRESSURE 637Company, and the National Bureau of Standards donated materialor loaned equipment.BIBLIOGRAPHY1 “ Viscosity of Lubricants Under Pressure,” by M. D. Herseyand H enry Shore, Mechanical Engineering, vol. 50, 1928, pp. 221-232.2 “ Collected Results on Viscosity of Lubricants Under Pressure,I—F a tty Oils,” by M. D. Hersey and R. F. Hopkins, Journalof Applied Physics, vol. 8, 1937, pp. 560-566.3 “Experim ents by R obert Kleinschmidt on the Viscosity ofLubricating Oils Under High Hydrostatic Pressure,” Trans. A.S.M.E.,vol. 50, paper APM-50-4, 1928, pp. 2-5; Mechanical Engineering, vol.50, 1928, pp. 682-683.4 “Viscosity of Oil Under Pressure,” by Yoshio Suge (in Japanese),Bulletin of the Institute for Physical and Chemical Research,Tokyo, vol. 11, 1932, pp. 877-894; vol. 12, 1933, pp. 643-662.5 Discussion on “ Viscosity of Lubricating Oils,” by HenryShore, Mechankal Engineering, vol. 50, 1928, pp. 682-683.6 “ Changes in the Viscosity of Liquids W ith Tem perature,Pressure, and Composition,” by C. S. Cragoe, Proceedings, WorldPetroleum Congress, London, vol. II, 1934, pp. 529-541.7 Discussion on “ Teaching Lubrication,” by A. E. Norton,Journal of Engineering Education, vol. 30 (N.S.), June, 1940, pp. 880-882.8 “A New Consistometer and Its Application to Greases and toOils at Low Tem peratures,” by R. Bulkley and F. G. Bitner, Journalof Rheology, vol. 1, no. 3, 1930, pp. 269-282.9 “High-Pressure Capillary Flow,” by M. D. Hersey and G. H.S. Snyder, Journal of Rheology, vol. 3, no. 3, 1932, pp. 298-317.10 “ On Plastic Flow Through Capillary Tubes," by E. Buckingham,Proceedings American Society for Testing Materials, vol. 21,1921, part 1, pp. 1154-1156.11 “ Future Problems of Theoretical Rheology,” by M. D. Hersey,Journal of Rheology, vol. 3, no. 2, 1932, pp. 196-204.12 “tjber die Viskositat und Elastizitat von Solen,” by B.Rabinowitsch, Zeitschrift filr physikalische Chemie, Bd. 145, Abt.A-l, 1929, pp. 1-26.13 “ Explicit Formulas for Slip and Fluidity,” by M. Mooney,Journal of Rheology, vol. 2, no. 2, 1931, pp. 210-222.14 “ Flow Characteristics of Lime-Base Greases,” by J. F. T.Blott and D. L. Samuel, Industrial and Engineering Chemistry, vol.32, no. 1, January, 1940, pp. 68-72.15 “ Thixotropy,” by H. Freundlich, Herm ann, Paris, 1935.16 “ Thixotropy and Plasticity,” by E. L. McMillen, Journal ofRheology, vol. 3, nos. 1 and 2, 1932, pp. 75-94, 163-195.DiscussionL. J. Bradford.6 Advances in science are made in threestages: (o) New phenomena are observed, (b) these phenomenaare studied to discover and interpret their meaning, and (c) thephenomena are usefully applied. The late Prof. Norton and hisassociates have, in the work described in this paper, accomplishedthe first of these. The interpretation and application ofthese data will follow. In the development of these phases, allthose interested in the work should participate.Examination of Figs. 16 to 19, inclusive, indicates that in allcases the curve of rate of shear plotted against shearing stress issubstantially a straight line passing through the origin for apressure of 10,000 psi. It may be concluded that this is also truefor all lower pressures. At 14,000 psi this condition ceases. Therate of shear rises more rapidly than does the shearing stress, andthe curve is concave. Extrapolation of the curves for this andgreater pressures yields an intercept on the shear-stress axis.They are clearly the curves of plastic substances.Curves for 18,000 psi in Fig. 16, and for 18,000, 23,000, and27,000 psi in Fig. 17, show another peculiarity. It will be seenthat each is composed of two substantially straight lines joinedby a curve. It is quite possible that the other curves would showthe same characteristic had they covered wider ranges of shearstress. This suggests that the oils investigated pass from New6 Professor of Machine Design and Research Assistant, The PennsylvaniaState College, State College, Pa.tonian liquids to plastic solids at some pressure between 10,000and 14,000 psi.These plastics are of the Bingham type and have a dual consistency,depending upon the rate of shear to which they aresubjected, the two types being connected by a transition region,lying roughly between rates of shear of 10,000 to 15,000 reciprocalsec.Another fact of considerable interest and importance which hasbeen noted is the relationship of time to the transformation of theoils from Newtonian liquids to Bingham solids. This is of importancebecause any attem pt to make use in bearing design of theelevation of viscosity caused by pressure must be limited to thechange possible while the oil is in the load-carrying region. Thisis usually only a fraction of a second. Quite possibly the pressureeffects will not appear at all.The work described by the authors is obviously incompleteand should certainly be continued. The range of the investigationinto the rate of shear versus shear stress should be considerablyextended. The effect of time and work should be thoroughlyinvestigated, and it might be found worth while to look into theeffect caused by repeated and rapid application of pressure.The Special Research Committee can perform a valuableservice to the science of lubrication by using its influence tofurther the investigation of the phenomena described by theauthors.R. B. Dow.7 The authors are to be congratulated as the first tooffer quantitative data on flow properties under high-pressuredifferences in the congealed state. It has been recognized for sometime in lubrication practice that “pumpability” at low temperatureis a property not described adequately in terms of viscosityof the lubricant alone. This paper indicates a start in the rightdirection and it is to be hoped that further work will eliminatesome of the errors and difficulties which were experienced by theauthors.It is to be pointed out, however, that these experiments give noinformation about solidification in the thermodynamic sense,and the nature of freezing as understood in the sense of Clapeyron’sequation must still remain an open question. It would be desirableto determine freezing of a lubricant by compression by thefree-piston method, a method which enables the volume changesto be followed. The writer has plans projected for an experimentof this kind. It is hoped that the sharpness and extent of freezingof a variety of lubricating oils can be studied and the results correlatedwith their various chemical and physical characteristics.Regarding the data of the present paper, it would appear thatfew generalizations can be made since the results show clearlythat the history of the pressure treatment is a vital factor, which,from the nature of the conditions, is to be expected, for example,Figs. 7 and 10. The data of Fig. 5 show that a 2-hr applicationgives uniform results and reproducibility; evidently equilibriumconditions are being approached in this case. However, it is tobe noted that the procedure followed does not distinguish betweenthe effect of magnitude of pressure and the effect of time ofapplication of pressure. A pressure of 500 psi, let us say, appliedfor 10 min, on a sample initially at atmospheric pressure at 0 Cwould produce quite a different effect from that produced by thesame pressure added to an already existing pressure which mayhave produced partial solidification. If successive increments ofpressure are increased according to the methods of the authors,for the same time intervals, it is clear that the state of solidificationwill be more complete at the higher pressures and this inturn will affect the flow characteristics. It is suggested that suddenpressure relaxations (10 min) during a test be avoided, and7 D epartm ent of Physics, The Pennsylvania State College, StateCollege, Pa.
638 TRANSACTIONS OF THE A.S.M.E. OCTOBER, 1941that it might help if the state of the substance were brought backto initial conditions before applying a new pressure. Since fairlylarge flow rates have been used in some cases, it would seem as ifthe present procedure brings in objectionable inertia effects dueto variable accelerations of undetermined masses of liquid andpartly solidified matter.P. G. E x l i n e . 8 The high pressures existing between lubricatedmetal surfaces in many industrial applications fully warrant aninvestigation of the nature of this paper. The pioneer work reportedby the authors must eventually be supplemented by additionalwork on many materials under a wide variety of conditionsbefore its maximum usefulness can be realized, but the groundworkhas been well done.The difficulties of measuring the pressures accurately and ofmaintaining steady pressures for a long enough period to secure agood measurement of the flow will undoubtedly be overcome byimprovements in apparatus. The analytical difficulties inherentin the capillary method may not be so easily solved. Have theauthors considered the use of low temperatures to determine if thebehavior obtained at low temperature and atmospheric pressure isthe same as at high pressures and higher temperatures?Figs. 5 and 6 show a complete cessation of flow for rapeseed oilat high pressures. Was any attempt made to determine how longthe valve at the end of the capillary would have to be left openbefore the oil at that end would return to the liquid state andstart flowing out?M. D. H e r s e y . 9 Some idea of the heat effects possible may beobtained from the mean temperature rise calculated10 for radialconduction under the limiting condition of thermal equilibriumwhere O denotes the gradient (pi — p2) /L while p. is the viscosityof the oil, assumed uniform, and k its thermal conductivity, r andL being the radius and length of the capillary.For the mineral oil of Fig. 19 of the paper, the viscosity at20,000 psi and 20 C under a shear stress of 2.5 psi is equal to2.5/5000 or 5(10)-4 lb sec per sq in. The conductivity11 at thistemperature, disregarding any slight increase due to pressure, isabout 0.029 lb per sec deg C. Substituting these values, togetherwith the capillary dimensions from Table 2 of the paper, gives fora mean pressure difference of 16,000 psi (Fig. 13) Tm = 1.6 C.Would it be possible to summarize the experimental resultsobtained for the committee during the summer of 1940, includingcheck observations with a smaller-diameter capillary?R. V. K le in s c h m id t . 12 It is unfortunate that the excellentwork reported in this paper should be interrupted by the untimelydeath of Professor Norton. The importance of such research isperhaps most greatly appreciated by those of us who have hadan opportunity to work in this field.Some 15 or 20 years ago, the work of Mr. Hersey and othersindicated that the peculiar lubricating properties of oils were insome way related to their tendency to increase markedly inviscosity or even to solidify under pressure. At the same time, it8 Engineer, Lubricating Research and Instrum ent Development,Gulf Research & Development Company, Pittsburgh, Pa. Mem.A.S.M.E.• Research Director, Morgan Construction Company, Worcester,Mass. Fellow A.S.M.E.10 “ Note on H eat Effects in Capillary Flow,” by M. D. Hersey,Physics, vol. 7, 1936, pp. 403-407.11 “ Therm al Properties of Petroleum Products,” by C. S. Cragoe,U. S. Bureau of Standards, M97, 1929, pp. 24-25.12 Stoneham, Mass. Mem. A.S.M.E.became obvious that if they do solidify, their lubricating propertiesmust be largely dependent upon the properties of the solidsformed. Certainly, a material which solidified into hard angularcrystals would be a poor lubricant, whereas, one which formed amore or less plastic solid might be better. Finally the solidmight take the form of smooth plates like graphite or mica whichwould conceivably make an excellent lubricant. It is thus obviousthat the properties of these pressure-solidified oils are of fundamentalimportance. To determine such properties is the object ofthe present research.Without wishing in any way to detract from the value of thework performed to the present time, the writer would like tosuggest a direction in which future effort should proceed. Whileit is natural that preliminary work should be done on commericallubricants, it must be remembered that such materials are notonly extremely complex mixtures but that they are continuallyvarying in actual composition, as various petroleum pools aretapped. Therefore, it would seem to be essential that a fundamentalstudy should include work on some pure substances, andon relatively simple mixtures of substances normally found inlubricants.Furthermore, it is important to consider not merely “plasticity”as such, but the possibility of surface slippage and planes of slipwithin the body of the solidified lubricant.Finally, it is important that the experimental methods besimplified in so far as possible by determining at the outset anygeneral relations between, for example, solidification due topressure and ordinary freezing due to low temperature. It is,of course, by no means certain that any such relationship existssince, in a bearing, the pressure conditions in the oil are probablyfar from isotropic. The simplification of laboratory work whichwould result makes a search for such a relationship worth undertaking.The writer feels that the work reported in this paper should becontinued and extended into a far-reaching basic study of lubricantsand their behavior. While the Society cannot sponsor thestudy of any considerable number of commercial lubricants, itcan and should develop the fundamental laws and the techniquesrequired. These will then be quickly taken up by the commerciallaboratories. In view of the enormous value of machinerywhich must be protected by lubricants and the vast amount ofpower which is wasted in friction, any slight improvement inlubrication would pay high dividends to industry on money investedin such research.C. M. L a r s o n . 13 Referring to the Veedol medium which is aPennsylvania 100 V.I. SAE 30 motor oil such an oil would compress17 per cent of its volume under 100,000 psi, whereas, a GulfCoast oil, zero V.I. SAE 30 would lose 15 per cent under thesame pressure. Yet the 100 V.I. SAE 30 oil under 12,000 psi hasnot as high Saybolt Universal viscosity at 100 degrees F or 210degrees F as the zero V.I. SAE 30 oil under 6000-psi pressure.Thus, the 100 V.I. oil compresses more readily, yet its increase inviscosity under pressure is less than the zero V.I. oil. Theheavier the oil based on atmospheric-pressure viscosities, thehigher the rate of compressibility.When it is considered that the pressure per square inch of aircraft-enginebearings at take-off varies for different engines from2500 to 3500 psi, it is possible to have viscosity-pressure-effectincreases from 6 to 12 per cent at the operating temperature but,when a plane is in a power dive and bearing pressures of 8000 psiare encountered, viscosity-pressure build-up of 25 per cent orhigher is possible in the oil film. With hypoid-gear-tooth pressuresof 100,000 lb, the viscosity-pressure build-up can be easily13 Chief Consulting Engineer, Sinclair Refining Company, NewYork, N. Y. Mem. A.S.M.E.
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