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Lubrication





Fluid-film lubrication. Interposing a fluid film that completely separates sliding surfaces results in this type of lubrication. The fluid may be introduced intentionally, as the oil in the main bearings of an automobile, or unintentionally, as in the case of water between a smooth rubber tire and a wet pavement. Although the fluid is usually a liquid, it may also be a gas. The gas most commonly employed is air.

To keep the parts separated, it is necessary that the pressure within the lubricating film balance the load on the sliding surfaces. If the lubricating film's pressure is supplied by an external source, the system is said to be lubricated hydrostatically. If the pressure between the surfaces is generated as a result of the shape and motion of the surfaces themselves, however, the system is hydrodynamically lubricated. This second type of lubrication depends upon the viscous properties of the lubricant.

Boundary lubrication. A condition that lies between unlubricated sliding and fluid-film lubrication is referred to as boundary lubrication, also defined as that condition of lubrication in which the friction between surfaces is determined by the properties of the surfaces and properties of the lubricant other than viscosity. Boundary lubrication encompasses a significant portion of lubrication phenomena and commonly occurs during the starting and stopping of machines.

Solid lubrication. Solids such as graphite and molybdenum disulfide are widely used when normal lubricants do not possess sufficient resistance to load or temperature extremes. But lubricants need not take only such familiar forms as fats, powders, and gases; even some metals commonly serve as sliding surfaces in some sophisticated machines. A lubricant primarily controls friction and wear, but it can and ordinarily does perform numerous other functions, which vary with the application and usually are interrelated.

Control functions. The amount and character of the lubricant made available to sliding surfaces have a profound effect upon the friction that is encountered. For example, disregarding such related factors as heat and wear but considering friction alone between two oil-film lubricated surfaces, the friction can be 200 times less than that between the same surfaces with no lubricant. Under fluid-film conditions, friction is directly proportional to the viscosity of the fluid. Some lubricants, such as petroleum derivatives, are available in a great range of viscosities and thus can satisfy a broad spectrum of functional requirements. Under boundary lubrication conditions, the effect of viscosity on friction becomes less significant than the chemical nature of the lubricant. Delicate instruments, for example, must not be lubricated with fluids that would attack and corrode the finer metals.

Wear occurs on lubricated surfaces by abrasion, corrosion, and solid-to-solid contact. Proper lubricants will help combat each type. They reduce abrasive and solid-to-solid contact wear by providing a film that increases the distance between the sliding surfaces, thereby lessening the damage by abrasive contaminants and surface asperities. The role of a lubricant in controlling corrosion of surfaces is twofold. When machinery is idle, the lubricant acts as a preservative. When machinery is in use, the lubricant controls corrosion by coating lubricated parts with a protective film that may contain additives to neutralize corrosive materials. The ability of a lubricant to control corrosion is directly related to the thickness of the lubricant film remaining on the metal surfaces and the chemical composition of the lubricant.

Lubricants also can assist in controlling temperature by reducing friction and carrying off the heat that is generated. Effectiveness depends upon the amount of lubricant supplied, the ambient temperature, and the provision for external cooling. To a lesser extent, the type of lubricant also affects surface temperature.

Other functions. Various lubricants are employed as hydraulic fluids in fluid transmission devices. Others can be used to remove contaminants in mechanical systems. Detergent-dispersant additives, for instance, suspend sludges and remove them from the sliding surfaces of internal-combustion engines.

In specialized applications such as transformers and switch gear, lubricants with high dielectric constants act as electrical insulators. For maximum insulating properties, a lubricant must be kept free of contaminants and water. Lubricants also act as shock-damping fluids in energy-transferring devices (e.g., shock absorbers) and around such machine parts as gears that are subjected to high intermittent loads.


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