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Hack Chat Transcript, Part 1

A event log for Lubrication Engineering Hack Chat

Lubes you can use

dan-maloneyDan Maloney 10/19/2022 at 21:481 Comment

Dan Maloney12:00 PM
Hi folks, let's get started! Welcome to the Hack Chat, I'm Dan, and Dusan and I will be moderating today for Rafe Britton as we talk about lubrication engineering

Thomas Shaddack12:00 PM
Fun thing for solid lubricants. Hexagonal boron nitride vs tungsten disulfide, the latter is much more dense so you get much less volume of the powder at the same gram.

bboyes12:00 PM
My favorite spray can lube for the last couple years is CRC Power Lube

Dan Maloney12:00 PM
Hi @Rafe! Welcome aboard

Rafe12:01 PM
Thanks @Dan Maloney - pleasure to be here everyone

Dan Maloney12:01 PM
Thanks for the early morning sign on, too -- really appreciate it. Can you start us off with a little about yourself?

Ulte joined  the room.12:02 PM

Rafe12:03 PM
Sure! My name is Rafe Britton and I'm a lubrication engineer out of Sydney, Australia (hence the early start). I spent 13 years at Mobil where I did one time drilling gas wells in various locations around the world before becoming part of the lubes team. So in the O&G world, I've been as far upstream and downstream as you can get.

Dusan Petrovic12:03 PM
Hi Dan, Rafe, welcome everyone!

Rafe12:03 PM
Spent six years at mobil lubricants as a field engineer assisting industrial customers with technical problems, and now I'm out on my own doing the same thing as an independent consultant.

Rafe12:04 PM
So I now have the fortune of not having to sell any particular product :)

Dan Maloney12:04 PM
Cool, didn't know you were on the exploration and production end of things too!

Rafe12:04 PM
Yeah!

Rafe12:04 PM
I really enjoy lubricants because it's this amazing blend of mechanical engineering, chemistry and physics. Plus it's applicable to anything that moves, so I get to work with alot of different industries.

EcPc12:05 PM
Did some work in clutched AWD systems... Lube was incredibly important.

Rafe12:05 PM
Makes the job really interesting. But anyway, that's my background. My specialty is mostly industrial lubricants, but know enough about engine oils to be dangerous.

EcPc12:06 PM
I believe mobil supplied some sort of tractor hydraulic oil we used in a few systems... had great Mu-V

Andy Pugh12:06 PM
On that subject, what's the "magic" in the "traction fluid" in Rotrex superchargers (and, possibly, also Kopp Variators)?

Rafe12:06 PM
I'm also really keen to help educate people about lubricants and lubrication (which is why I'm here).

Rafe12:06 PM
Great question to start us off about tractor fluids!

Andy Pugh12:07 PM
(I have a Variator and Kopp are insistent that anything but Shell Morlina SL10BL (or something a few letters away from that) will result in instant failure.

Rafe12:07 PM
Ok, so the trick with tractor fluids (from a formulation standpoint) is that a tractor fluid is pretty general purpose. As a rule - it's easy to formulate for a single application, but difficult when it might be used in many different applications. So with a tractor fluid, it often needs to act a little bit like a hydraulic fluid, a little like a gear oil, a little like a bearing oil, a little like a circulating oil.

Sergio Kviato12:07 PM
What the components of Motor Oil. Also what the difference between Gas eng oil and diesel oil?

Rafe12:08 PM
So with tractor fluids, the "magic" is threading the needle between the competing requirements of those different applications.

EcPc12:08 PM
@Rafe Also clutch cooling + friction additives

EcPc12:08 PM
it has to wear a lot of hats

Andy Pugh12:09 PM
I am planning to build a spindle-speeder modelled after the Rotrex, but I was hoping not to have to seal it and/or supply pumped lubricant.

Sergio Kviato12:10 PM
Is there real difference between Oil for motorcycle and car?

Rafe12:10 PM
@EcPc - yes, sorry I forgot to mention that too. It's the same issue we're also having in the industry at the moment with EV fluids. In the interests of efficiency and weight savings, most have gone with a "wet motor" design in which the transmission and electric motor are lubricated by a single system. This is really challenging, because all the molecules we traditionally use to protect gear teeth are a family of sulphured olefins that eat copper windings for breakfast.

Thomas Shaddack12:11 PM
What about corrosion protection? Graphite can cause galvanic corrosion of many metals, for example. Any such issues with "conventional" lubricants?

Rafe12:11 PM
So there's a lot of R&D going on at the moment to develop new molecules that can handle the lubrication of transmissions while not corroding the E-motor.

Andy Pugh12:11 PM
And presumably bronze bushes in older engines?

Rafe12:11 PM
Corrosion protection is a good question too. So corrosion protection (and this relates to the question about engine oils) is the province of a couple of different lubricant components.

Thomas Shaddack12:12 PM
Material compatibility in general, see the sulfur additives.

Rafe12:13 PM
In an engine oil - the byproducts of combustion are usually acidic compounds. Any oxidation of base oil / fuel produces organic acids, sulhpur combustion produces sulphuric acid, nitrogen produces nitric acid. So we use two different molecules - overused detergents to neutralise the acids, and nitrogen based corrosion inhibitors to form protective layers on metals.

Sergio Kviato12:13 PM
could you suggest oil type for "wet" motor?

Rafe12:14 PM
The inverse is mostly true in industrial oils - the corrosion inhibitors are usually slightly acidic because you don't need to deal with combustion byproducts. It's one of the main reasons that you shouldn't mix industrial and motor oils - as a general rule one is usually basic and the other is acidic.

Andy Pugh12:15 PM
@Sergio Kviato I have heard that motorcycle oils are more likely to not mess up a wet clutch.

Rafe12:15 PM
As for the other components of an engine oil - engine oils are usually about 80-90% base oil. And then the additives are viscosity modifiers, detergents, dispersants, corrosion inhibitors, rust preventatives and antioxidants.

Thomas Shaddack12:15 PM
...thought... could the tungsten/molybdenum disulfide solid lubricant play the role of the wear protection on the gear teeth? Is it sufficiently reactive under the high pressure condition to release the reactive sulfur, and sufficiently unreactive as solid-state thingy to ignore the copper components?

Rafe12:16 PM
With motorcycle oils, yes you need to take into account the fact that most have a clutch system in the same sump.

Sergio Kviato12:16 PM
@Andy Pugh I heard different story. That oil specification only matters, and motorcycle oil is just marketing thing.

EcPc12:16 PM
There are MC's with separate engine and transmission oils. General MC oil is made to handle both environments.

Rafe12:17 PM
And the difference with diesel oils is that they are generally a slightly higher viscosity (usually a 15W-40, but that's changing slowly) plus more detergents to handle the increased level of sulphur in the fuel relative to gasoline.

Dan Maloney12:17 PM
And man, does diesel oil get black FAST!

EcPc12:17 PM
@Rafe you brought up base oil. Can you go a bit more into that?

Dan Maloney12:17 PM
Lots of soot, I imagine

Rafe12:18 PM
I saw a question about solid lubricants. I'll do base oils first, and then solid lubricants.

EcPc12:18 PM
I've had an issue at work where the base oil changed, all add pacs were the same, all test specs changed but performance in our app changed

EcPc12:18 PM
test specs passed *

Rafe12:18 PM
Oh yes @Dan Maloney , lots of soot too! The dispersants are usually the additive that tries to take care of that.

Andy Pugh12:18 PM
@Rafe Not so slowly, I work in Diesel engine development and we are speccing 0W30 at the moment

Rafe12:19 PM
@Andy Pugh that's awesome! Having said that over here in Aus, I still can't really get fleets on board with it. Even when the OEM calls for something thinner, they all replace it with 15W-40.

Andy Pugh12:19 PM
(Actually, I think that's a "were" and we are back at 5W)

Rafe12:19 PM
Anyway, base oils.

Rafe12:19 PM
So, base oils are broadly divided into two categories - mineral and synthetic.

Andy Pugh12:20 PM
What's ligher than 0W? Is it like wire gauges and we will have 00W and 000W?

Rafe12:20 PM
Mineral base oils are derived from crude, then refined. The viscosity fraction for lubricants is generally around the same size as diesel, but obviously in the case of some gear oils and such you go a little higher.

Rafe12:21 PM
There are four major types of mineral oils. There's naphthenic (mainly a fluid that gets very thin at high temperatures and therefore a great heat carrier) which mainly gets used in transformer oils, as well as a little bit in greases.

Rafe12:22 PM
The engine oils and industrial oils are mostly paraffinic lubricants. These are further split in Group I/II/III base oils. As the number goes up, you generally get less sulphur, more oxidation stability, and more viscosity index (which is the ability of the oil to hold it's viscosity at higher and higher temperatures)

Sergio Kviato12:22 PM
is that true, mineral oil molecule bigger than synthetic?

Rafe12:22 PM
In the industrial world, these are all called "mineral" oils. But in the motor oil world, Group III can legally be called "synthetic"

Thomas Shaddack12:23 PM
big is relative. also count with shape (branching), and mutual interactions (polar vs nonpolar groups).

Rafe12:23 PM
(that's due to a dispute between Castrol and Mobil, which Castrol won). I actually did a video on that here:

EcPc12:24 PM
YOU HAVE A YOUTUBE CHANNEL?!?!!

Dan Maloney12:25 PM

https://www.youtube.com/c/LubricationExplained

YOUTUBE

Lubrication Explained

"23% (119 EJ) of the world's total energy consumption originates from tribological contacts. Of that 20% (103 EJ) is used to overcome friction and 3% (16 EJ) is used to remanufacture worn parts and spare equipment due to wear and wear-related failures." - Holmberg, K & Erdermir, A. (2017).

Read this on YouTube

EcPc12:25 PM
oh my god, i came late to the party

EcPc12:25 PM
sorry

Rafe12:26 PM
Ok - after that you've got the synthetics. The major type of synthetic is the polyalphaolefins (PAOs) which get their own category - Group IV. They get their own group because they far and away have the most use in the motor oil world, but you'll also see them a lot in industrial. They have high VI, and almost no polarity - which makes them separate from water really easily. They also last a long time due to great stability - the wind turbine gear oils can typically last 10 years without an oil change.

Thomas Shaddack12:26 PM
...I want to live in a world where smart people discuss real stuff like tribology more commonly than pretend stuff like differences between Lacan and Wittgenstein...

Rafe12:27 PM
Then there's the esters - PAOs are so non polar that they typically can't dissolve most of the additives in lubricants. You need to mix in some ester to be able to dissolve them

Rafe12:28 PM
That's the main use for esters. However, the aviation jet oils are ALL polyol esters. This is a regulatory thing - the FAA mandates that all jet oils must be compatible with each other so a flight can't be brought down due to mixing of incompatible lubricants.

Rafe12:28 PM
Plus you also see some biodegradable esters in environmentally sensitive application (particularly stern tube lubricants in marine) as well as some compressor oils

Rafe12:29 PM
The downside of esters is that they both love water (they'll pull it out of the air) but are also sensitive to water) they break down into acids and alcohols in the presence of water.

Dan Maloney12:29 PM
Stern tube - is that where the shafts exit the hull?

EcPc12:30 PM
Yes

Rafe12:30 PM
Then there's the polyalkylene glycols (PAGs). These are really good in applications like worm gear drive. The downside - they're incompatible with most seals, paints, and other lubricants on site.

Rafe12:30 PM
Yes @Dan Maloney

Thomas Shaddack12:30 PM
The swelling of gaskets can be a royal bitch. Viton FTW.

Rafe12:31 PM
Now - a note of caution. Anything that isn't a Group I/II/III/IV is classed as Group V. That could mean the highest quality ester / PAG synthetic, or it could also mean vegetable oil.

EcPc12:31 PM
Within the (non group V) groupings of base oils is there allowance for much variation or is it pretty strictly the same chemical make up?

Andy Pugh12:31 PM
So, for our 1916 Fire Engine with a worm drive, and nary a seal to be seen (barring a bit of felt) PAG would be great?

Thomas Shaddack12:31 PM
Beware of vegetable oils. Lots of double bonds, lots of polymerization at the blink of an eye.

Rafe12:31 PM
So Group V effetely means nothing. It also includes specialty silicone oils, PFPE lubricants, white oils and pharmaceutical grade oils.

Rafe12:32 PM
@Andy Pugh yes, a PAG would usually do the trick. Traditional gear oils don't work in most worm drives, because those same sulphur additives we talked about earlier usually eat the yellow metal wheel (corrode).

Rafe12:33 PM
PAGs don't require those same additives.

Thomas Shaddack12:33 PM
Why not?

Rafe12:33 PM
PAGs have a much higher lubricity, which can help to protect the worm and wheel even under the higher degree of sliding motion in that kind of gear drive.

Rafe12:34 PM
If the application still calls for a mineral oil, they'll usually use a "compounded" oil, which achieves the same thing through either the use of animal fats (tallow) or really high lubricity PIBs (polyisobutylene)

Rafe12:35 PM
That way you avoid having to use sulphur based additives.

Thomas Shaddack12:35 PM
Tallow? What is its advantage/disadvantage?

Rafe12:36 PM
Tallow's disadvantages are basically the same as most of the other "naturally" derived oils. More double bonds makes them less oxidatively stable, so you get more oxidation and a shorter life out of them.

Rafe12:36 PM
Any more questions about base oils before we go on to solid lubricants?

Thomas Shaddack12:37 PM
Tallow compared to vegetable oils should have very few double bonds. C16-C18 trialkyl glycerol, mostly. Would that fall into ester oils, sort of?

Andy Pugh12:37 PM
I have heard that tallow is good for preventing galling when press-fitting parts. Unless you are Vegan, or various religions.

Thomas Shaddack12:37 PM
I never saw a vegan metal part.

Rafe12:38 PM
Yes - so another disadvantage of most animal / vegetable oils is that the "fatty acid" is mostly an long chain acid combined with an alcohol (triglycerol) to form an ester. When they're exposed to water, they devolve back into acids and alcohols, which accelerates the oxidation process.

Andy Pugh12:38 PM
I have heat-treated parts in Whale Oil. Leeds University had large stocks bought in the 50s. It works very well, and not using it up would have been even more wasteful.

EcPc12:38 PM
Let's do solids! And i have some questions about surface finish + lubricant interactions

Andy Pugh12:40 PM
I am assuming that there isn't a section on gaseous lubricants?

Rafe12:40 PM
Alright - so sold lubricants. These are a really interesting category because it broaches both liquid lubricants, as well as surfaces. Think about Moly for example - sometimes it's a lube oil additive, but moly-coated piston rings are also common.

Rafe12:40 PM
@Andy Pugh it's a bit of a specialty application that I probably don't know enough about to talk intelligently on, sorry.

Andy Pugh12:41 PM
Which one? Whales or Gases?

Andy Pugh12:41 PM
Are gaseous lubricants even a thing?

Rafe12:42 PM
The basic purpose of solid lubricants as an oil additive, is to provide a very low-shear material that can act as a physical barrier between two metal surfaces under high load. As an example - think about the graphite in a pencil. The reason a pencil glides so nicely across paper is that graphite is comprised of individual graphene sheets that have low shear strength between each other. As you move the pencil, the individual sheets shear off and give you a ice, low friction glide.

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