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Testing of Lubricants
  & its significance

     Hussam Adeni


                    Lube.specialist@gmail.com
Testing of lubricants
                  & its significance

Type of lubricants
 Automotive Lubricants
 Industrial lubricants




              Hussam Adeni   Lube.specialist@gmail.com
Testing of lubricants
                 & its significance

Automotive Lubricants
    •   Engine Oils
    •   Gear Oils
    •   Brake Fluids
    •   Coolants
    •   Automatic Transmission Fluid




                 Hussam Adeni   Lube.specialist@gmail.com
Testing of lubricants
                  & its significance

Industrial Lubricants
     • Metal working Oils
         • Neat, Soluble, Synthetic,
         • Semi synthetic
         • Metal Deformation
         • Heat Treatment
     • Corrosion Preventives
         • Dewatering Fluids
     • Industrial Cleaners
     • Compressor Oils
                 Hussam Adeni    Lube.specialist@gmail.com
Testing of lubricants
                  & its significance

Industrial Lubricants
     •   Hydraulic Fluids
     •   Industrial Gear Oils
     •   Turbine Oils
     •   Refrigeration Oils
     •   Greases
     •   Rock Drill Oils
     •   Electrical Oils
     •   Process Oils
     •   Ginning Oils
                   Hussam Adeni   Lube.specialist@gmail.com
Routine Lubricant tests


 Gear Oils

• Color
• Condition / Appearance
• Acidity
• Water content
• Wear Metal Analysis (for used Oils)


                  Hussam Adeni   Lube.specialist@gmail.com
Routine Lubricant tests

 Turbine Oils

• Color
• Condition Appearance
• Acidity
• Water content
• Kinematic Viscosity at 40 °C
• Demulsification value
• Wear Metal Analysis (for used Oils)
                  Hussam Adeni   Lube.specialist@gmail.com
Routine Lubricant tests

 Compressor Oils

• Color
• Condition Appearance
• Acidity
• Water content
• Kinematic Viscosity at 40 °C
• Wear Metal Analysis (for used Oils)

                  Hussam Adeni   Lube.specialist@gmail.com
Routine Lubricant tests

 Refrigeration Oils

• Color
• Pour /Floc point
• Dielectric strength
• Acidity
• Water content
• Kinematic Viscosity at 40 °C
• Wear Metal Analysis (for used Oils)
                     Hussam Adeni   Lube.specialist@gmail.com
Common Lubricant tests

 Appearance


• Fresh Oil is bright and clear
• Presence of water or other contaminants make
  the oil hazy / cloudy




                     Hussam Adeni   Lube.specialist@gmail.com
Common Lubricant tests

 Density
  IP 160 /ASTM D 1298

• Expressed as gm/cc
• Measured at 15° C
• Specific gravity ( or Relative density) is the
  density of the substance relative to density of
  water



                     Hussam Adeni     Lube.specialist@gmail.com
Common Lubricant tests

 Colour
 ASTM D 1500

• Expressed on scale of 0.0 to 8.0, latter being
  the darkest – Lovibond Colour Comparator.
• Natural colour of lighter oils pale/yellow or
  darker for heavier (high Vis. Oils)
• During usage and onset of oxidation, oil is
  darkened by products of combustion


                     Hussam Adeni    Lube.specialist@gmail.com
Common Lubricant tests

  Kinematic Viscosity (KV)
  IP 71 / ASTM D 445

• Viscosity of a liquid is its resistance to flow &
  is directly related/affected by temperature
• Viscosity decreases with increase in
  temperature & increases with decrease in
  temperature.
• Kinematic Viscosity (KV) is expressed in
  centistokes (cSt)
• ISO Viscosity grades KV @ 40° C and 100°C
                      Hussam Adeni     Lube.specialist@gmail.com
Common Lubricant tests

    Viscosity Index ( VI)
    IP 226 / ASTM D 2270
• VI of an oil is calculated from its Kinematic
    viscosities at 40° C and 100°C
•   High VI – Oils exhibit small decrease in KV with
               increase in temperature
•   Low VI - Oils exhibit large decrease in KV with
               increase in temperature.
•   Paraffinic Oils – have high VI’s ( 80 – 100)
•   Naphthenic Oils – have low VI’s ( 0 – 30)
                      Hussam Adeni    Lube.specialist@gmail.com
Common Lubricant tests

    Flash Point (COC or PMCC)
    IP 34 / ASTM D 93, IP 36 / ASTM D 92

• Lowest temperature at which a vapour above
    liquid will ignite when flame is applied
•   Expressed in Degrees Celsius (°C)
•   IP 34 – Pensky Marten Closed Cup (PMCC)
•   IP 36 – Clevland Open Cup ( COC)
•   Decrease on Flash Point – indicates thermal
    cracking of oil

                      Hussam Adeni   Lube.specialist@gmail.com
Common Lubricant tests

 Total Base Number (TBN)
  IP 276 / ASTM D 2896
• Expressed as mgKOH/gm
• It is the alkaline reserve incorporated into an
  oil to neutralize acid products of combustion
  derived from sulfur in the fuel.
• TBN decrease result of
      • Oil oxidation
      • Water contamination
      • Fuel contamination
• TBN depletion can be reduced by oil ‘top up’
                      Hussam Adeni   Lube.specialist@gmail.com
Common Lubricant tests

 Copper Strip corrosion
 IP 154 / ASTM D 130

• To evaluate corrosive properties of oil.
• Particular significance to Gear Oils




                     Hussam Adeni    Lube.specialist@gmail.com
Common Lubricant tests

 Dielectric Strength
  ASTM D877 ( Up to 230 kV)
  ASTM 1816 ( Higher voltages)


• Measures resistivity between two electrodes.
• Particularly for Transformer oils.
• Dielectric Strength, drops / fails due to
  contamination, dust, dirt, moisture, etc..
• Also for refrigeration Oils for hermetically
  sealed compressors

                     Hussam Adeni      Lube.specialist@gmail.com
Common Lubricant tests

 Foaming characteristics
  IP 146 / ASTM D 892

• Generally due to contamination with surface
  active materials.
• Excessively high flow rates.
• Depletion of anti foaming additive package
• May result in cavitation, pressure drop,
  intermittent flow / circulation.


                    Hussam Adeni   Lube.specialist@gmail.com
Common Lubricant tests

 Pour point
  IP 15 / ASTM D 97

• An indicator of the flow properties of oils at
  low temperature.
• Crystallization of waxy components at low
  temperature restricts the flow of oil an d
  results in oil starvation.




                     Hussam Adeni     Lube.specialist@gmail.com
Common Lubricant tests

 Acidity (TAN)
 IP 177:96 / ASTM D 664
• Expressed as mgKOH/gm
• Measures - total acidity of the oil i.e. presence
  of strong inorganic and weak organic acids
• Increase of TAN indicates
      • Hydrolysis of oil
      • Oxidation
      • Contamination
• High TAN values can lead to problem of
  corrosion.
                            Hussam Adeni   Lube.specialist@gmail.com
Common Lubricant tests

 Water content
  IP 356 (KF) / ASTM D 1744 & 4377

• Measures extend of water contamination
• In general “no water” should be present in
  lubricating oil ( Max tolerated is 0.2%)
• Salt water contamination (Marine grades) may be
  traced to cooler leakages, ship’s hull etc..
• Common metals in sea water include
     • Sodium 11,000 ppm, Calcium 400 ppm,
     • Magnesium 1,300, Potassium 400 ppm
                    Hussam Adeni     Lube.specialist@gmail.com
Common Lubricant tests

 Total insolubles
  IP 316 / ASTM D 893

• Total amount of extraneous matter which are
  derived from products of combustion
• Includes burnt lubricating oil and additive ash,
  rust, salt, wear debris and abrasive matter. (IP
  method deploys high RPM centrifuge +10,000 g, preferred for
  dispersant/detergent additives lube oils- ASTM D893 is 600 – 700 g)

• Viscosity of an oil increase with increase in the
  level of total insolubles.
• Expressed as % of the quantity of oil.
                             Hussam Adeni          Lube.specialist@gmail.com
Common Lubricant tests - others

Additional tests commonly referred to:

• Thermal stability
• Detergency
• Dispersancy
• Anti wear Tests
  • Timken OK load
  • Four ball wear
• Grease consistency

                     Hussam Adeni   Lube.specialist@gmail.com
Special Lubricant tests
        - For used oils
 Conducted on sophisticated equipment
 for premium lubricants
• Elemental analysis
• Wear metal analysis (Particle size 0.1 – 1000
  microns)
  • ICP – Inductively Coupled Plasma Spectra photometer
     • Larger, expensive to buy and maintain, good for R&D
  • Atomic absorption Spectra (AAS)
     • Is simpler , smaller & compact
  • Ferrography (Generally larger particles 10 to 1000 micron)
     • Viewed under high powered microscope, biased to Ferric,

                        Hussam Adeni       Lube.specialist@gmail.com
Special Lubricant tests –
       - Base oils and raw materials
 Conducted on sophisticated equipment
 for premium lubricants

• Fourier Transform Infra Red Spectroscopy (FITR)
• Differential Scanning Calorimeter (DSC)
• Oxidation onset Temperature (OOT)
• Gel Permeation Chromatography (GCP)
• Gas Chromatography (GC)




                    Hussam Adeni   Lube.specialist@gmail.com
Special Lubricant tests
            – Wear metal analysis – Used oils
    ICP / Atomic Absorption Spectra (AAS)
Wear metals may include some of the following
•   Aluminum      Pistons, Bearings
•   ChromiumCylinder liner, Piston rings etc..
•   Copper        Bearings, Coolers
•   Iron          Crankshaft, Gearing, Piston rings
•   Lead          Bearings
•   Manganese     Steel components
•   Nickel        Pistons rings, steel components
•   Silver & Tin  Bearings
•   Molybdenum    Piston rings
                         Hussam Adeni    Lube.specialist@gmail.com
Special Lubricant tests
            Elemental analysis – Used Oils
    ICP / Atomic Absorption Spectra (AAS)
Elements commonly found in lubricants include
•   Zinc, Phosphorus    Anti wear package (ZDDP)
•   Sulphur             Base Oil, additives
•   Sulphur             Gear Oil additive
•   Magnesium           Rust inhibitors
•   Barium              Rust inhibitors
•   Silicon             Antifoam
•   Calcium,            Detergents
•   Magnesium           Detergents
•   Boron               Dispersants
                       Hussam Adeni   Lube.specialist@gmail.com
Special Analytical Tests
        FTIR – for Base Oils & raw material
 Fourier Transform Infra red Spectroscopy

• FTIR generates a spectrum which is then used to
  confirm the presence of a particular bond (Single
  bond, double bond etc..)
• Used to determine paraffinic, aromatic and
  naphthenic content in mineral oils
• To identify functional groups like esters, aromatics,
  amide, etc..


                     Hussam Adeni    Lube.specialist@gmail.com
Special Analytical Tests
         - for Base oils and raw materials
 Differential Scanning Calorimeter - DSC

• Monitoring a particular property of the oil under
  isothermal conditions with time.
• Thermograms generated by this technique are
  “Finger prints” of the material/ oil.
• DSC is used to determine OOT (Oxidation onset
  temperature), OIT (Oxidation Induction Time and
  smoke content



                      Hussam Adeni    Lube.specialist@gmail.com
Special Analytical Tests
         - for Base oils and raw materials
 Oxidation onset Temperature (OOT)

• Temperature at which oxidation of the oil begins
  under controlled conditions (PDSC cell)
• Characterized by peak due to heat of the reaction of
  oxidation.
• Useful in deciding the working range of the oil




                     Hussam Adeni    Lube.specialist@gmail.com
Special Analytical Tests
        - for Base oils and raw materials
 Gel Permeation Chromatography- GPC

• Sample passes through a column with liquid where
  various components are absorbed. depending on
  their molecular weight
• Used to determine molecular weight of polymers by
  comparing with standard polymer of known
  molecular weight




                    Hussam Adeni   Lube.specialist@gmail.com
Special Analytical Tests
         - for Base oils and raw materials
 Gas Chromatography- GC

• Sample passes through a column with a carrier gas
  where various components are absorbed depending
  on the temperatures of the column, packing
  materials etc.
• Used to determine purity and percentage of various
  components present in a mixture.
• Mainly used for raw material analysis



                     Hussam Adeni   Lube.specialist@gmail.com
Thank you




   Hussam Adeni   Lube.specialist@gmail.com

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Testing Of Lubes And Its Significance Nov 2011

  • 1. Testing of Lubricants & its significance Hussam Adeni Lube.specialist@gmail.com
  • 2. Testing of lubricants & its significance Type of lubricants Automotive Lubricants Industrial lubricants Hussam Adeni Lube.specialist@gmail.com
  • 3. Testing of lubricants & its significance Automotive Lubricants • Engine Oils • Gear Oils • Brake Fluids • Coolants • Automatic Transmission Fluid Hussam Adeni Lube.specialist@gmail.com
  • 4. Testing of lubricants & its significance Industrial Lubricants • Metal working Oils • Neat, Soluble, Synthetic, • Semi synthetic • Metal Deformation • Heat Treatment • Corrosion Preventives • Dewatering Fluids • Industrial Cleaners • Compressor Oils Hussam Adeni Lube.specialist@gmail.com
  • 5. Testing of lubricants & its significance Industrial Lubricants • Hydraulic Fluids • Industrial Gear Oils • Turbine Oils • Refrigeration Oils • Greases • Rock Drill Oils • Electrical Oils • Process Oils • Ginning Oils Hussam Adeni Lube.specialist@gmail.com
  • 6. Routine Lubricant tests Gear Oils • Color • Condition / Appearance • Acidity • Water content • Wear Metal Analysis (for used Oils) Hussam Adeni Lube.specialist@gmail.com
  • 7. Routine Lubricant tests Turbine Oils • Color • Condition Appearance • Acidity • Water content • Kinematic Viscosity at 40 °C • Demulsification value • Wear Metal Analysis (for used Oils) Hussam Adeni Lube.specialist@gmail.com
  • 8. Routine Lubricant tests Compressor Oils • Color • Condition Appearance • Acidity • Water content • Kinematic Viscosity at 40 °C • Wear Metal Analysis (for used Oils) Hussam Adeni Lube.specialist@gmail.com
  • 9. Routine Lubricant tests Refrigeration Oils • Color • Pour /Floc point • Dielectric strength • Acidity • Water content • Kinematic Viscosity at 40 °C • Wear Metal Analysis (for used Oils) Hussam Adeni Lube.specialist@gmail.com
  • 10. Common Lubricant tests Appearance • Fresh Oil is bright and clear • Presence of water or other contaminants make the oil hazy / cloudy Hussam Adeni Lube.specialist@gmail.com
  • 11. Common Lubricant tests Density IP 160 /ASTM D 1298 • Expressed as gm/cc • Measured at 15° C • Specific gravity ( or Relative density) is the density of the substance relative to density of water Hussam Adeni Lube.specialist@gmail.com
  • 12. Common Lubricant tests Colour ASTM D 1500 • Expressed on scale of 0.0 to 8.0, latter being the darkest – Lovibond Colour Comparator. • Natural colour of lighter oils pale/yellow or darker for heavier (high Vis. Oils) • During usage and onset of oxidation, oil is darkened by products of combustion Hussam Adeni Lube.specialist@gmail.com
  • 13. Common Lubricant tests Kinematic Viscosity (KV) IP 71 / ASTM D 445 • Viscosity of a liquid is its resistance to flow & is directly related/affected by temperature • Viscosity decreases with increase in temperature & increases with decrease in temperature. • Kinematic Viscosity (KV) is expressed in centistokes (cSt) • ISO Viscosity grades KV @ 40° C and 100°C Hussam Adeni Lube.specialist@gmail.com
  • 14. Common Lubricant tests Viscosity Index ( VI) IP 226 / ASTM D 2270 • VI of an oil is calculated from its Kinematic viscosities at 40° C and 100°C • High VI – Oils exhibit small decrease in KV with increase in temperature • Low VI - Oils exhibit large decrease in KV with increase in temperature. • Paraffinic Oils – have high VI’s ( 80 – 100) • Naphthenic Oils – have low VI’s ( 0 – 30) Hussam Adeni Lube.specialist@gmail.com
  • 15. Common Lubricant tests Flash Point (COC or PMCC) IP 34 / ASTM D 93, IP 36 / ASTM D 92 • Lowest temperature at which a vapour above liquid will ignite when flame is applied • Expressed in Degrees Celsius (°C) • IP 34 – Pensky Marten Closed Cup (PMCC) • IP 36 – Clevland Open Cup ( COC) • Decrease on Flash Point – indicates thermal cracking of oil Hussam Adeni Lube.specialist@gmail.com
  • 16. Common Lubricant tests Total Base Number (TBN) IP 276 / ASTM D 2896 • Expressed as mgKOH/gm • It is the alkaline reserve incorporated into an oil to neutralize acid products of combustion derived from sulfur in the fuel. • TBN decrease result of • Oil oxidation • Water contamination • Fuel contamination • TBN depletion can be reduced by oil ‘top up’ Hussam Adeni Lube.specialist@gmail.com
  • 17. Common Lubricant tests Copper Strip corrosion IP 154 / ASTM D 130 • To evaluate corrosive properties of oil. • Particular significance to Gear Oils Hussam Adeni Lube.specialist@gmail.com
  • 18. Common Lubricant tests Dielectric Strength ASTM D877 ( Up to 230 kV) ASTM 1816 ( Higher voltages) • Measures resistivity between two electrodes. • Particularly for Transformer oils. • Dielectric Strength, drops / fails due to contamination, dust, dirt, moisture, etc.. • Also for refrigeration Oils for hermetically sealed compressors Hussam Adeni Lube.specialist@gmail.com
  • 19. Common Lubricant tests Foaming characteristics IP 146 / ASTM D 892 • Generally due to contamination with surface active materials. • Excessively high flow rates. • Depletion of anti foaming additive package • May result in cavitation, pressure drop, intermittent flow / circulation. Hussam Adeni Lube.specialist@gmail.com
  • 20. Common Lubricant tests Pour point IP 15 / ASTM D 97 • An indicator of the flow properties of oils at low temperature. • Crystallization of waxy components at low temperature restricts the flow of oil an d results in oil starvation. Hussam Adeni Lube.specialist@gmail.com
  • 21. Common Lubricant tests Acidity (TAN) IP 177:96 / ASTM D 664 • Expressed as mgKOH/gm • Measures - total acidity of the oil i.e. presence of strong inorganic and weak organic acids • Increase of TAN indicates • Hydrolysis of oil • Oxidation • Contamination • High TAN values can lead to problem of corrosion. Hussam Adeni Lube.specialist@gmail.com
  • 22. Common Lubricant tests Water content IP 356 (KF) / ASTM D 1744 & 4377 • Measures extend of water contamination • In general “no water” should be present in lubricating oil ( Max tolerated is 0.2%) • Salt water contamination (Marine grades) may be traced to cooler leakages, ship’s hull etc.. • Common metals in sea water include • Sodium 11,000 ppm, Calcium 400 ppm, • Magnesium 1,300, Potassium 400 ppm Hussam Adeni Lube.specialist@gmail.com
  • 23. Common Lubricant tests Total insolubles IP 316 / ASTM D 893 • Total amount of extraneous matter which are derived from products of combustion • Includes burnt lubricating oil and additive ash, rust, salt, wear debris and abrasive matter. (IP method deploys high RPM centrifuge +10,000 g, preferred for dispersant/detergent additives lube oils- ASTM D893 is 600 – 700 g) • Viscosity of an oil increase with increase in the level of total insolubles. • Expressed as % of the quantity of oil. Hussam Adeni Lube.specialist@gmail.com
  • 24. Common Lubricant tests - others Additional tests commonly referred to: • Thermal stability • Detergency • Dispersancy • Anti wear Tests • Timken OK load • Four ball wear • Grease consistency Hussam Adeni Lube.specialist@gmail.com
  • 25. Special Lubricant tests - For used oils Conducted on sophisticated equipment for premium lubricants • Elemental analysis • Wear metal analysis (Particle size 0.1 – 1000 microns) • ICP – Inductively Coupled Plasma Spectra photometer • Larger, expensive to buy and maintain, good for R&D • Atomic absorption Spectra (AAS) • Is simpler , smaller & compact • Ferrography (Generally larger particles 10 to 1000 micron) • Viewed under high powered microscope, biased to Ferric, Hussam Adeni Lube.specialist@gmail.com
  • 26. Special Lubricant tests – - Base oils and raw materials Conducted on sophisticated equipment for premium lubricants • Fourier Transform Infra Red Spectroscopy (FITR) • Differential Scanning Calorimeter (DSC) • Oxidation onset Temperature (OOT) • Gel Permeation Chromatography (GCP) • Gas Chromatography (GC) Hussam Adeni Lube.specialist@gmail.com
  • 27. Special Lubricant tests – Wear metal analysis – Used oils ICP / Atomic Absorption Spectra (AAS) Wear metals may include some of the following • Aluminum Pistons, Bearings • ChromiumCylinder liner, Piston rings etc.. • Copper Bearings, Coolers • Iron Crankshaft, Gearing, Piston rings • Lead Bearings • Manganese Steel components • Nickel Pistons rings, steel components • Silver & Tin Bearings • Molybdenum Piston rings Hussam Adeni Lube.specialist@gmail.com
  • 28. Special Lubricant tests Elemental analysis – Used Oils ICP / Atomic Absorption Spectra (AAS) Elements commonly found in lubricants include • Zinc, Phosphorus Anti wear package (ZDDP) • Sulphur Base Oil, additives • Sulphur Gear Oil additive • Magnesium Rust inhibitors • Barium Rust inhibitors • Silicon Antifoam • Calcium, Detergents • Magnesium Detergents • Boron Dispersants Hussam Adeni Lube.specialist@gmail.com
  • 29. Special Analytical Tests FTIR – for Base Oils & raw material Fourier Transform Infra red Spectroscopy • FTIR generates a spectrum which is then used to confirm the presence of a particular bond (Single bond, double bond etc..) • Used to determine paraffinic, aromatic and naphthenic content in mineral oils • To identify functional groups like esters, aromatics, amide, etc.. Hussam Adeni Lube.specialist@gmail.com
  • 30. Special Analytical Tests - for Base oils and raw materials Differential Scanning Calorimeter - DSC • Monitoring a particular property of the oil under isothermal conditions with time. • Thermograms generated by this technique are “Finger prints” of the material/ oil. • DSC is used to determine OOT (Oxidation onset temperature), OIT (Oxidation Induction Time and smoke content Hussam Adeni Lube.specialist@gmail.com
  • 31. Special Analytical Tests - for Base oils and raw materials Oxidation onset Temperature (OOT) • Temperature at which oxidation of the oil begins under controlled conditions (PDSC cell) • Characterized by peak due to heat of the reaction of oxidation. • Useful in deciding the working range of the oil Hussam Adeni Lube.specialist@gmail.com
  • 32. Special Analytical Tests - for Base oils and raw materials Gel Permeation Chromatography- GPC • Sample passes through a column with liquid where various components are absorbed. depending on their molecular weight • Used to determine molecular weight of polymers by comparing with standard polymer of known molecular weight Hussam Adeni Lube.specialist@gmail.com
  • 33. Special Analytical Tests - for Base oils and raw materials Gas Chromatography- GC • Sample passes through a column with a carrier gas where various components are absorbed depending on the temperatures of the column, packing materials etc. • Used to determine purity and percentage of various components present in a mixture. • Mainly used for raw material analysis Hussam Adeni Lube.specialist@gmail.com
  • 34. Thank you Hussam Adeni Lube.specialist@gmail.com