Category: Oil Properties

Role of Condition Monitoring, Human & Organizational Factors in Oil Failures

Choosing the right oil for the system is just one part of the puzzle. How...

Common Modes of Failure for Lubricants

Regardless of the oil selected, common modes of failure can occur with every lubricant. These...

Spec Sheet vs Strategy for choosing the right oil

Sometimes we can spend hours poring over technical data sheets, comparing oil performances, and finally...

Critical Condition Monitoring Tests for Compressor Oils

To ensure these oils remain healthy (and not contaminated or degraded), a few basic tests...

Refrigeration Lubricants

For industrial refrigeration systems, there are a couple of essential pieces of information to consider...

Industry Standards for Compressor Oils

Some other classifications which users may see when dealing with compressor oils (even though some...

Types of Compressors and Oils

Compressors are integral to many of our operations. They are used to compress gas, increasing...

How to identify the Root Causes of ESD in Lubrication

Thus far, all the prevention methods have focused on the physical roots of ESD. We...

What are Effective Strategies to Prevent ESD in Lubrication?

ESD occurs when there is a buildup of static in the oil; therefore, one of...

Understanding Electrostatic Spark Discharge and Its Impact on Lubrication Systems

Electrostatic Spark Discharge typically occurs when static is built up in an oil at a...

Interpreting the Oil Analysis Report in Practice

According to the report, samples have been collected over a period of time. This helps...

How to Interpret Your Oil Analysis Results

Depending on the application and operating environment, certain conditions may be met that can be...

Why Different Oils Require Different Tests

Oil analysis reports often wear an invisible cloak, and only if we have a wizard...

Sensors vs Traditional Oil Analysis

In this age of AI, it seems that everyone is moving towards sensors and online...

How do you set oil-analysis limits for diesel fleets?

What Baselines should you use? Global oil suppliers have baseline or tolerance limits that are...

Which parameters should you track in oil analysis?

      Every type of equipment will have different tests that should be performed...

What are the risks of pushing oil drain intervals beyond manufacturer limits?

Pushing drain intervals can lead to increased wear, contamination buildup, reduced lubricant efficacy and much...

What are the safety and environmental benefits of extending oil drain intervals?

Extending intervals reduces waste oil volume, lowers exposure risk, cuts disposal cost...

How much money can you save by extending oil drain intervals?

Before diving further into the condition monitoring aspect, we need to answer the question, “Are...

What is condition monitoring and why does it matter in lubrication systems?

Condition monitoring began as a way to detect anomalies in our equipment using various types...

What is the global market size and growth projection for hydraulic oil?

In 2021, the global size of the hydraulic fluid market was $7.6 billion, with a...

How should you store and dispose of hydraulic oil safely?

Proper storage of hydraulic oil prevents contamination; correct disposal reduces environmental impact and regulatory risk...

How do you select the right hydraulic oil for your system?

Choosing the correct hydraulic oil requires understanding system pressures, temperatures, contamination sources and OEM/specification demands...

Maintenance and Testing of Hydraulic Oil

Keeping hydraulic oils clean is critical to their operation, as any contaminant can interfere with...

What are the key properties and characteristics of hydraulic oil?

Hydraulic oils must be able to withstand particular conditions and still perform their primary function...

Testing and Analyzing Hydraulic Oil Composition

There are several basic tests that should be used to determine the condition and health...

Chemical Composition of Hydraulic Oil

Due to the unique nature of hydraulic oils, they are formulated differently from other oils...

Types of Hydraulic Oil

There isn’t just one type of hydraulic oil. Depending on the application, different standards are...

What is Hydraulic Oil?

Hydraulic systems are used to transmit force from one point to another via a fluid...

The Evolution of Engine Oil

Over time, engine oils have undergone significant evolution. Initially, there were only monograde oils, which...

How to Properly Dispose of Used Engine Oil

Approximately 42 gallons of crude oil are required to produce 0.5 gallons of new oil...

What are the Effects of Using the Wrong Engine Oil?

Sometimes, the wrong engine oil is used. Whether it’s an issue of the unavailability of...

How important is it to regularly change your engine oil?

Some oil manufacturers claim that their oil, when added to your engine, will remain “golden”...

Why are there Different Engine Oil Change Intervals?

There are more than 5000 models of engines that exist. Every engine was built to...

What are the benefits of using the right Engine Oil?

Various types of engines require different levels of performance, and engine oils have been specifically...

What are the types of Engine Oils?

When you walk into the auto repair store, it can be quite overwhelming with the...

What are some common misconceptions about Viscosity and Engine Oil Grades?

Many people believe that “thicker” oil is better for their vehicle. This is the furthest...

How to choose the Right Engine Oil Grade for Your Vehicle

All original equipment manufacturers (OEMs) provide a recommended range of oils for your vehicle, typically...

What is API & ILSAC Certification?

The American Petroleum Institute has a dedicated Engine Oil Licensing and Certification System (EOLCS), a...

What is Viscosity and how does that affect Engine Oil Grades?

Engine oil is a lubricating fluid designed to reduce friction and wear between moving parts...

Frequently Asked Questions About Machinery Lubrication

How Often Should Equipment Be Lubricated? This can change depending on your environment and operating...

Lubrication Maintenance Best Practices

We’ve already covered some mistakes; it’s time to look forward to some lubrication best practices...

Common Lubrication Mistakes and How to Avoid Them

Mistakes can happen all the time, but when we repeat them, they can become a...

Lubrication Regimes: Understanding the Science of Lubrication

The primary purpose of lubrication is to create an acceptable lubricant film to sufficiently keep...

Types of Lubricants and Their Applications

Not all lubricants are created equally! In fact, they need to be designed differently for...

Lubrication Explained

What is Lubrication? Lubrication is the process of reducing friction, wear, and heat between moving...

Storage and Handling & Advancements in Hydraulic oils

Hydraulic systems have smaller clearances than many. As such, it is imperative that these oils...

Are Consolidation and Cheaper Hydraulic Oils Worthwhile Considerations?

Given the various types of hydraulic oils that exist, can they all be consolidated into...

Are There Different Types of Hydraulic Oils?

Hydraulics comprise of lots of different operations as such, they will be called upon to...

What Are The Functions of Hydraulic Oils?

Hydraulic oils today need to provide longer oil drain intervals, better stick/slip characteristics, increased efficiency...

The Future of Gear Oils

The global industrial gear oil market is projected to reach USD 5.2 billion by 2027...

Gear Oil Storage and Handling

Gear oils should be stored in a clean, dry environment to avoid contamination and degradation...

How do Gear Oils Degrade?

Gear oils often experience a decline in antiwear, extreme pressure, rust, and oxidation additives due...

Gear Oil Characteristics and Naming Systems

Industrial gear oils must adapt to various environmental conditions, characterized by factors such as viscosity-temperature...

Is there more than one type of gear?

Gears are essential in various applications but experience friction and potential damage without proper lubrication...

Is Oil analysis still relevant today?

Advancements in AI, machine learning, and sensors complement, rather than replace, traditional oil analysis. While...

Oil analysis vs Other technologies

Oil analysis is akin to blood testing for machines, identifying wear particles and contaminants. Complementary...

Why oil analysis?

The P-F curve illustrates the expected functional failure point of a component. Among various monitoring...

What is oil analysis?

Oil analysis is akin to blood tests for the human body, assessing the condition of...

What are some innovations and future trends of Viscosity Index Improvers?

(Future Market Insights, 2024) estimates the Viscosity Index Improver market will be USD 4.06B in...

What impact do Viscosity Index Improvers have on Efficiency, Wear, and Degradation?

Viscosity index improvers, therefore, enhance the overall efficiency of these systems by maintaining the lubricant’s...

What is the role of Viscosity Index Improvers in Lubricants?

Essentially, VIIs try to maintain the oil’s viscosity at varying temperatures. They try to ensure...

What are Viscosity Index Improvers?

Viscosity Index Improvers (VIIs) are additives that help maintain the viscosity of lubricating oils across...

Understanding the oil analysis results of Diesel Engine Oil

When determining the health of your diesel engine oil, the first thing to check is...

Why Does My Diesel Engine Oil Degrade?

Several factors affect oil degradation in a diesel engine. According to The International Council on...

The Evolution of Diesel Engine oil CK4 vs FA4

CK4 oils provide enhanced protection against oil oxidation and viscosity loss caused by shear and...

What Happens When Defoamants, Dispersants & Detergents Are Used Up?

For the three additives we spoke about earlier, each of them is sacrificial in one...

Do Detergents Really Clean?

Traditionally, detergents were given their name as it was assumed that they provided cleaning properties...

Why Are Dispersants Important?

Quite often, detergents and dispersants are grouped together mainly because their functions can complement each...

Are Defoamants Necessary?

Defoamants, also called antifoam additives, are found in many oils. Most oils need to keep...

Defoamants, Dispersants, and Detergents in Lubricants – What’s the Difference?

Additives can enhance, suppress, or add new properties to oils. Defoamants, dispersants, and detergents are...

How Do Lubricant Additives Work?

Each additive works differently to produce its function on the base oil and the overall...

What are the types of Lubricant Additives?

There are many types of lubricant additives, and various formulations exist from different suppliers. In...

Why Do We Need Lubricant Additives?

Lubricants keep the world turning. Once something moves, a lubricant should be present to reduce...

What is the Difference Between Antiwear and Extreme Pressure Additives?

The terms antiwear additives and extreme pressure additives are often used interchangeably, suggesting that they...

Types Of Antiwear Additives and How They Work

There are many types of antiwear additives, but they typically all fall under the category...

What Are Antiwear Additives?

As the name suggests, antiwear additives help to prevent wear in one way or another...

How do you Measure Oil Viscosity?

The viscosity of oil is one of its most essential characteristics. Thus, it is important...

What are the factors that affect Oil Viscosity?

Similar to the molasses and water examples above, different factors can affect the viscosity of...

What is Oil Viscosity?

Oil viscosity is the internal friction within an oil that resists its flow. It measures the...

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Role of Condition Monitoring, Human & Organizational Factors in Oil Failures

Choosing the right oil for the system is just one part of the puzzle. How do we know the oil is performing when it’s in the system? This is where condition monitoring can work hand in hand to help ensure that the oil does not fail the asset.

If a proper oil analysis program does not exist, operators will not know whether the oil is properly lubricating the asset. They will also not be aware of whether the oil is breaking down too quickly and failing to protect the asset. Oil analysis can also alert operators to signs of wear in the asset, so they can fix them before they turn into functional failures.

An oil analysis program that lives in a drawer protects assets about as well as no program at all.

There is also the possibility that an oil analysis program exists but is not top of mind, or that its results are put in a drawer. This can also cause the asset to fail even though the correct oil is being used. Apart from the aforementioned factors, if operators are not warned of the impending failure of the oil, this can result in production losses, increased downtime, and, in some extreme cases, the complete loss of the asset if it has failed beyond repair.

Incorrect sampling is another area in which the actual condition of the asset is not reported. Even with the correct oil used, if a sample is collected from a dead leg or an area that is not truly representative of the conditions inside the component, its actual condition will not be known. With incorrect data about the component, the asset can be misdiagnosed or treated for symptoms that do not exist, which can lead to its detriment.

Human and Organizational Factors

Not all failures occur at the equipment level; human and organizational factors can also cause the asset to fail even when the correct oil is used. If humans aren’t properly trained in oil sampling techniques or storage and handling practices, these can affect the asset’s functionality. We often forget that, at the heart of it all, lies the human factor, which is partially governed by the organization’s systems.

Training needs are an organizational factor that is often overlooked when considering how an asset can fail. However, if operators have not been trained in condition monitoring techniques, they will not be able to read oil analysis reports or take appropriate actions to protect the asset. Training can help bridge some competency gaps that directly impact asset performance.

It doesn’t matter what oil is in the system if no one is trained to monitor it – or motivated to care.

Culture is another factor swept under the rug. If the culture doesn’t exist to look after the assets, it doesn’t matter what type of oil is placed in the system; the asset will fail eventually. The performance of the asset does not only rely on using the correct oil. By implementing a culture of Asset ownership, where operators look after the asset and are accountable for its performance, assets are optimized to provide the functionality they should. This is one way to ensure the right oil is used to enable the assets’ performance.

Another area of concern is the documentation of maintenance procedures. If maintenance procedures are not adequately documented, someone new to the operation may not be aware of the correct practice. This, coupled with a lack of training, can spell disaster for the equipment. In these cases, even though the right oil was selected, the wrong practice or lack thereof can fail the asset.

Turning the “Right oil” into the “Right Outcome.”

As explained in this article, improper practices can jeopardize the asset’s health, even when the right oil is used. However, if all the right things align, we can have an asset that lasts for its expected lifetime or beyond.

This starts with selecting the right oil based on the application, environmental conditions, and OEM recommendations. If we follow this up with good storage and handling practices, proper condition-monitoring programs, documentation, and training, we can look toward a longer-lasting asset. The right oil enables reliability – but only disciplined practices deliver it.

Find out more in the full article, "When 'Right oil, Wrong practice' still fails assets" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd. 

Common Modes of Failure for Lubricants

Regardless of the oil selected, common modes of failure can occur with every lubricant. These include: contamination, improper storage and handling practices, and environmental factors as shown in Figure 4.

Figure 4: Common modes of failure for lubricants
Figure 4: Common modes of failure for lubricants

Contamination can be defined as any foreign particle entering the system. This includes any gases, liquids, or solids. Especially when the lubricant system runs alongside the process side, process gases and liquids can leak into the oil. These contaminants can influence the oil’s degradation, leading to deposits or chemical reactions that break it down. Common process contaminants include ammonia or treated water.

The biggest threat to the right oil is often what gets added to it – whether it’s process contamination or the wrong oil during a top-up.

Another liquid that can contaminate oil is another oil. During top-ups, operators can add the wrong oil to the system, causing contamination and, depending on the oil, a possible shutdown. Adding motor oil to hydraulic oil can be catastrophic, as the additive packages work differently and the motor oil additives may counteract the hydraulic additives, removing them from the oil, leaving the asset open to wear and failure. Despite selecting the correct lubricant for your system, adding the wrong oil (mistakenly) will shorten its lifecycle and cause the asset to fail.

Bad storage and handling practices can also erode your oil, regardless of the oil you choose. Turbine and hydraulic oils are used in precise equipment. As such, they need to be clean and free of dirt or other contaminants. However, if oils are not stored correctly, contaminants can enter and contaminate the oil.

Simple techniques, such as transferring oil from larger storage containers (pails, drums, or totes) into smaller, more manageable containers (2-3 liters or less), can introduce contaminants into the oil if not done correctly. If oils are to be transferred to another storage container, the storage container must be clean. The transfer process should use clean hoses (not previously used for another lubricant) and be completed in a dust-free environment.

If you wouldn’t use a dirty needle for a blood transfusion, why would you use a dirty hose for an oil transfer?

The transfer of oils from one container to the next can be thought of as a blood transfusion. Would you use dirty needles or vials to transport the blood to be placed into another human? Similarly, oil can be likened to the equipment’s lifeblood and should be treated accordingly. Just as we observe sterile practices for blood transfusions, we should also observe similar types of practices for oil transfers.

Environmental and operational factors can also influence lubricant degradation. As stated earlier, all lubricants can degrade over time under harsh conditions. The lubricant formulation largely influences this, as does whether it was blended to withstand those conditions.

Oxidation can easily occur when temperatures increase, free radicals are present, or when wear metals are present. Thermal degradation occurs when the temperatures exceed 200°C. On the other hand, microdieseling occurs in the presence of entrained air, despite the lubricant used in the system, as shown in Figure 5.

Figure 5: Lubricant Degradation Processes
Figure 5: Lubricant Degradation Processes

Any of these degradation mechanisms can occur regardless of the type of oil chosen. Hence, it is essential to remember that operational conditions and environmental factors can heavily influence oil degradation, even when the oil is appropriate for the system.

Find out more in the full article, "When 'Right oil, Wrong practice' still fails assets" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd. 

Spec Sheet vs Strategy for choosing the right oil

Sometimes we can spend hours poring over technical data sheets, comparing oil performances, and finally selecting the “right” oil which aligns with the needs of our equipment. Then, within 2 months, the oil degrades, our machines shut down, and we have a bunch of maintenance repairs lined up. What went wrong? We clearly had the “right” oil in the equipment; everything should have worked beautifully. This is where the awareness of lubrication and its practices becomes critical.

Having the correct oil is only one part of the puzzle. Being able to deliver that oil in its purest, cleanest form to the machine is often one of the other pieces that go missing. Another piece is selecting the right oil, not just based on the sales guy’s advice, but on the actual operating conditions of your machine. In this article, we dive a bit deeper into ways you can align the right oil with the proper practices, or avoid the wrong ones, to help extend the life of your asset.

Spec Sheet vs Strategy

For this example, we will consider a turbine oil selection. If a customer wants to change the oil in their turbine, then they may consider the following:

  • What are the OEM specifications that need to be met?
  • Is this oil available from the local supplier?
  • How does it compare to other oils on the market?
  • Does the cost justify the value? (or will the purchasing department want something cheaper?

For most of these questions, engineers or the person tasked with selecting the oil can readily find the answers in the oil’s technical data sheet and by talking to their sales representative. But if we dive a bit deeper, are we selecting the right oil for the operating and environmental conditions? Let’s examine the selection of a turbine oil for the Siemens SGT 200 Gas turbine that meets the Siemens TLV 9013 04 specification.

As seen in this document from Shell Lubricants, a few of their products meet that specification, namely Shell Turbo T, Turbo S2GX, Turbo S4X & Turbo S4GX.

Figure 1: Shell Turbo Family for the Siemens TLV 9013 04 Specification
Figure 1: Shell Turbo Family for the Siemens TLV 9013 04 Specification

On the other hand, Mobil provides some solutions as well, namely, Mobil DTE 732, 746, or DTE 832, 846

Figure 2: Mobil DTE 700 & 800 Series meeting the Siemens TLV 9013 04 Specification
Figure 2: Mobil DTE 700 & 800 Series meeting the Siemens TLV 9013 04 Specification

Chevron also provides an option of Chevron GST as follows:

Figure 3: Chevron GST oil meeting the Siemens TLV 9013 04 specification
Figure 3: Chevron GST oil meeting the Siemens TLV 9013 04 specification

With so many options, how can one choose the “right” oil? They all meet the required Siemens specification, TLV 9013 04. This is where the data sheets, OEM manual, and knowledge of the equipment’s operating conditions play a crucial role.

As per the manual, there are preset conditions for temperatures and pressures, but if your actual system runs hotter (or production is being pushed a bit more), it is functioning outside the operating envelope.

The spec sheet tells you what the oil can do. Your operating conditions tell you what it must do.

Additionally, if your surroundings are harsh (close to the sea or in a corrosive environment, or in a non-ventilated area where heat can build up), these can place additional stress on the equipment. For these harsher conditions, a synthetic oil might be more appropriate than a mineral oil, albeit more expensive in terms of the initial investment.

The manual also specifies which tests/characteristics should be used to monitor the condition of the oil, namely: viscosity, particle count, water content, demulsibility, air release, foaming characteristics, RULER®, and MPC. Based on the performance of your current oil in the system, you can determine whether these values fluctuate toward the higher warning zones. This can also influence your decision about which oil to choose.

It’s not just about the right oil or one that aligns with OEM requirements. The selection should also be based on the environmental conditions of the oil and the equipment, and on whether the oil is suited to perform in these conditions. A mineral oil will not withstand the temperatures that a synthetic oil can for extended periods without degrading. Similarly, given the “right” conditions, synthetic oils can also degrade. By cross-examining your spec sheet, OEM manual, and actual conditions, you can determine the best-suited oil for your operations.

Find out more in the full article, "When 'Right oil, Wrong practice' still fails assets" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd. 

Critical Condition Monitoring Tests for Compressor Oils

To ensure these oils remain healthy (and not contaminated or degraded), a few basic tests can be performed on all compressors, regardless of type (reciprocating, screw, refrigerant, etc.). These include:

  • Viscosity – this is key as some of the gases can easily affect the viscosity, which (if decreased) will not provide adequate separation for the interacting surfaces and cause wear. Generally, a ±10% limit is used (though OEMs may use different values).
  • Acid Number – if this begins increasing, then we have an accumulation of acids in the oil, which can be because of contamination. For most compressors, a 0.2 mg KOH/g increase is the warning limit, but for refrigeration compressors, the limit is tighter at +0.1 mg KOH/g. Always check with your OEM for these limits.
  • Water content – changes by OEM and refrigerant type, as the different gases will have varied tolerances.
  • Wear metals – these values will vary as per OEM, as well, since they are all designed with different types of metals. Users should look for trends or significant increases in these values to indicate wear.

Some specialty tests for compressors include:

  • MPC (Membrane Patch Colorimetry) – this helps to measure if there is any potential for the oil to form varnish. Given the high temperatures these types of equipment endure and the potential for contamination, the oil is at risk of forming varnish. While limits will vary by OEM, some general guidelines to follow are 0-20 Normal, 20-30 Warning, >30 Action required
  • RULER® (Remaining Useful Life Evaluation Routine) – this quantifies the remaining level of antioxidants in the oil. When oxidation occurs, the antioxidants get depleted. As such, by monitoring antioxidant levels, one can easily determine whether oxidation is happening in the oil. The general rule of thumb is that if the level falls below 25%, there are not enough antioxidants to keep the oil healthy and prevent degradation.
  • Air Release (DIN ISO 9120) – measures the ability of the oil to allow air to escape and not keep the air in the oil. If air bubbles remain in the oil, this can be devastating, as it can lead to micropitting, cavitation, or increased oxidation. Users can trend the values; if they increase, it indicates that the air is taking longer to be released, which means it is staying in the oil and in the system longer.
  • Particle Count – this can identify if there are any contaminants in the system. These oils must be kept clean, and OEMs typically specify target cleanliness levels.

Compressors are critical equipment, and we must understand how they work and the lubricant specifications required. Monitoring their health can also help us avoid unnecessary downtime and keep our facilities running.

References

  1. Mang, T., & Dresel, W. (2007). Lubricants and Lubrication. Weinheim: WILEY-VCH Verlag GmbH & Co. KGaA.
  2. Totten, G. E. (2006). Handbook of Lubrication and Tribology – Volume 1 Application and Maintenance – Second Edition. Boca Raton: CRC Press.
  3. Shell Lubricants. (2025, November 08). The Shell Corena range. Retrieved from Shell Lubricants Compressor Oils: https://www.shell.com/business-customers/lubricants-for-business/products/shell-corena-compressor-oils/_jcr_content/root/main/containersection-0/simple_1354779491/promo_1484925192/links/item0.stream/1759302155345/17be2a9a74057f321bb209128933f68f8b88ca70/s
  4. ExxonMobil. (2025, November 08). Refrigeration Lubricant Selection for Industrial Systems. Retrieved from ExxonMobil Lubricants: https://www.mobil.com/lubricants/-/media/project/wep/mobil/mobil-row-us-1/new-pdf/refrigeration-lubricant-selection-for-industrial-systems.pdf
  5. Chevron Lubricants. (2025, November 08). Optimizing compressor performance and equipment life through best lubrication practices Chevron. Retrieved from Chevron Lubricants: https://www.chevronlubricants.com/content/dam/external/industrial/en_us/sales-material/all-other/Whitepaper_CompressorOils.pdf

Find out more in the full article, "Compressor Oil, Types, Applications and Performance Drivers" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd. 

Refrigeration Lubricants

For industrial refrigeration systems, there are a couple of essential pieces of information to consider before selecting the most suitable oil. The user must know the refrigerant in use, the evaporator type (dry or wet; carryover < 15%), the evaporator temperature, the compressor type, and the outlet temperature.

The refrigerant fluids are classified as per the ASHRAE classification (ANSI-ASHRAE Standard 34-2001):

  • R717 — Ammonia
  • R12 — Chlorofluorocarbon (CFC)
  • R22 — Hydrochlorofluorocarbon (HCFC)
  • R600a — Isobutane
  • R744 — Carbon dioxide (CO2)
  • R134a, R404a, R507 — Hydrofluorocarbons (HFC)

It should be noted that CFCs were banned under the Montreal Protocol (1989) due to their Ozone Depletion Potential, and HCFCs are being phased out due to their Global Warming Potential.

Chevron provides some general guidelines for selecting the appropriate refrigerant, as shown in the table below.5

(But you should always follow the guidelines of your OEM when selecting the appropriate lubricant.)

Table 1: Refrigerants and their associated lubricant technologies

ExxonMobil classifies its refrigeration lubricants based on refrigerant type, evaporator temperature, and compressor type (Piston, Screw, or Centrifugal). This is very helpful when determining the best-suited lubricant for your refrigerant compressor.

Check out the pdf here.

 

Find out more in the full article, "Compressor Oil, Types, Applications and Performance Drivers" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd. 

Industry Standards for Compressor Oils

Some other classifications which users may see when dealing with compressor oils (even though some of these standards may be dated) include:

ISO 6743-3, which uses the following acronyms for associated compressors:

  • DAA, DAB, DAG to DAJ: Air compressors
  • DVA to DVF: Vacuum pumps
  • DGA to DGE: Gas compressors
  • DRA to DRG: Refrigeration compressors

 

In this standard, the “D” family includes detailed classifications of lubricants used in air, gas, and refrigeration compressors. The second letter usually indicates the type of compressor, and the third letter indicates the application severity or type, especially for gas or refrigeration compressors.

For instance;

DAJ represents:

D -> Compressor Lubricant

A -> Air compressor

J-> Lubricant drain cycles of >4000 hours

DVB represents:

D-> Compressor Lubricant

V->Vacuum pumps, Positive Displacement Vacuum pumps with oil lubricated compression chambers, Reciprocating and rotary drip feed, Rotary oil-flooded (vane and screw)

B-> Low vacuum for aggressive gas (102 to10-1kPa or 103 to 1 mbar)

DGD represents:

D-> Compressor Lubricant

G-> Positive displacement reciprocating and rotary compressors for all gases, Compressors for refrigeration circuits or heat pump circuits, together with air compressors, are excluded.

D-> Gases that react chemically with mineral oil, usually synthetic fluids, HCI, CI2, O2, and oxygen-enriched air at all pressures. CO2 at pressures above 103 kPa (10 bar) with O2- and oxygen-enriched air: mineral oils are prohibited, and very few synthetic fluids are compatible.

DRB represents:

D-> Compressor Lubricant

R-> Compressors, refrigeration systems

B-> Ammonia (NH3), Miscible, Polyalkylene glycol, Commercial and industrial refrigeration, For direct expansion evaporators; PAGs for open compressors and factory-built units.

Another standard which is also used in this industry is DIN 51506, which defines:

  • VB, VC: Uninhibited mineral oils (no oxidation inhibitors)
  • VBL: Mineral oil-based engine oil (additives that protect from corrosion and oxidation and air compressor temperatures up to 140°C)
  • VCL: Mineral oil-based engine oil (additives that protect from corrosion and oxidation and air compressor temperatures up to 160°C)
  • VDL: Inhibited oils with increased aging resistance (additives that protect from corrosion and oxidation and air compressor temperatures up to 220°C, recommended for compressors with 2-stage compression)

One more standard is DIN 52503, which has these classifications:

  • KAA: Not miscible with ammonia
  • KAB: Miscible with ammonia
  • KB: For carbon dioxide (CO2)
  • KC: For partly and fully halogenated fluorinated and chlorinated hydrocarbons (CFC, HCFC)
  • KD: For partly and fully fluorinated hydrocarbons (HFC, FC)
  • KE: For hydrocarbons (e.g., propane, isobutane)

These standards are referenced when discussing certain compressor oils, and their definitions are helpful for navigating acronyms.

Find out more in the full article, "Compressor Oil, Types, Applications and Performance Drivers" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd. 

Types of Compressors and Oils

Compressors are integral to many of our operations. They are used to compress gas, increasing its pressure, and to power tools. They can also be used as vacuum pumps or blowers, but each application is different. As such, they require various types of lubrication, particularly for applications that use specific refrigerants and come into contact with the lubricant.

In all these applications, the functions of the oil remain largely the same: it must lubricate the surfaces, prevent wear and corrosion, maintain the required viscosity, and provide proper sealing.

In this article, we will dive into the various types of compressor oils and explain why they are suited to these applications. We will also discuss monitoring the health of these oils and the tests that should be performed to ensure your compressor oils remain healthy.

Types of Compressors

Essentially, there are two main types of compressors: Displacement and Dynamic. For displacement compressors, gas is drawn into a chamber, compressed, and expelled by a reciprocating piston. On the other hand, for dynamic compressors, turbine wheels accelerate a medium, which is then abruptly accelerated.1

Positive displacement compressors include Reciprocating and Rotating compressors. These can be further subdivided as shown in Figure 1. For Dynamic (Turbo) compressors, these are further subdivided into Centrifugal, Axial, and Mixed types (also shown in Figure 1).

Figure 1: Types of compressors
Figure 1: Types of compressors

Depending on the type of compressor, the required lubricant will vary. For example, positive-displacement compressors use rolling or sliding motion and include bearing and sealing components within the compression chamber. On the other hand, dynamic compressors use hydrodynamic journal and thrust bearings, or rolling-element bearings, to support the main shaft, which is isolated from the compression chamber.

Working pressures, temperatures, and the type of gas being compressed also play a significant role in determining the appropriate lubricant.2

As with most applications, there can be a dry-sump or a wet-sump. Wet sumps are typically seen in reciprocating and rotary screw compressors.  In a wet sump, the gas usually contacts the oil, lowering its viscosity. This is where it is essential to note the gas’s solubility in the system oil. Natural gas and other hydrocarbons are more soluble in mineral oils and PAOs than in PAGs and diesters. Thus, PAGs may be preferred in some cases to avoid lubricant failure.

Compressor Oils

Most of the major global lubricant OEMs have classified their oils based on:

  • Rotary vane and screw air compressor oils
  • Reciprocating (piston) air compressor oils
  • Refrigeration compressor oils

As seen below in Figure 2, Shell Lubricants3 has a line of lubricants, particularly for air compressors, which are further classified into mineral oils, PAOs, and PAGs for Rotary vane and screw air compressors or Reciprocating (piston) air compressors.

Figure 2: Shell Lubricants for Air Compressors
Figure 2: Shell Lubricants for Air Compressors

In reciprocating air compressors, cylinder design dictates the lubrication type, as this is the most severe application. Compressing the gas usually results in high temperatures, which can easily lead to oxidation. The compressed gas must be free of contaminants, as contaminants can accelerate oxidation. Typically, for reciprocating air compressors, mineral oils or PAO- or di-ester-based lubricants in the ISO VG 68 to 150 range are preferred.

Rotary vane compressors can experience pressure extremes as the vanes slide to compress the gas, and oil is continuously injected into the compressor chambers. Typically, ISO VG 68-150 oils are used in this application.

Figure 3: Reciprocating Piston vs Screw Compressor Lubricant Needs
Figure 3: Reciprocating Piston vs Screw Compressor Lubricant Needs

For screw compressors, the oil must perform several functions, including lubricating the meshing rotors and the plain and roller bearings that form part of the geared coupling. ISO VG 46 mineral oils are usually used in these compressors, but the viscosity can be increased to ISO VG 68 or to synthetic PAO or PAG lubricants at higher ambient temperatures. Similarly, Group III base oils of these viscosities can be used in this area. Most screw compressor oils contain mild EP/AW performance additives and require an FZG failure load≥10.

Ideally, reciprocating piston compressors will use higher viscosities (ISO VG 100-150) with extremely low carbon residue and no or mild EP/AW additives. Conversely, screw compressors will use lower viscosities (ISO VG 46 or 68) with excellent oxidation stability and mild/high AW/EP additives1, as shown in Figure 3.

Find out more in the full article, "Compressor Oil, Types, Applications and Performance Drivers" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd. 

How to identify the Root Causes of ESD in Lubrication

Thus far, all the prevention methods have focused on the physical roots of ESD. We did not explore some of the human or systemic roots that are also accountable for ESD. In this section, we will develop a logic tree designed to address a critical failure occurring in a plant. This will be used as an example of the logic tree, which can be developed when investigating the root causes of ESD.

Let’s start with the top of the logic tree, where we define the event or the reason we care. In this situation, it is an unplanned shutdown for 4 hours. An unplanned shutdown will impact the plant’s production, which is why we care about conducting this investigation.

We will assume that the failure mode occurred on one of the critical pumps, and we are investigating how that failure could have happened. Note, we did not ask the question “Why?” because it can be misleading to an opinion, and we are trying to stay as factual as possible.

A disciplined root cause analysis doesn’t start with ‘why’ – it starts with evidence. Each degradation mechanism tells its own story, and Electrostatic Spark Discharge is just one of them.

For this investigation, we will investigate the hypothesis of a critical bearing failing due to lubricant degradation. Since we are focused on ESD for this article, we will have only one hypothesis regarding the degradation mode being ESD. However, in the real world, if this logic tree were being developed, we would be investigating the six various lubricant degradation mechanisms: oxidation, thermal degradation, microdieseling, ESD, additive depletion, and contamination.

Figure 1: Top part of the Logic tree for ESD
Figure 1: Top part of the Logic tree for ESD

As shown in Figure 1, at the top of the logic tree, we start by placing our hypotheses on the tree, and then using evidence/facts, we can rule them out afterwards. This is a critical step as the investigation should be able to stand on its own in the court of law (even if it may not reach that point). The next hypothesis is the buildup of static in the oil. There are three possible ways for this to occur;

  • Clearances too tight (as discussed earlier, this can lead to molecular friction, which can induce static)
  • Less than adequate grounding system (if a proper grounding system doesn’t exist, then there isn’t an option for the static to dissipate)
  • Less than adequate conductivity of the oil (if the conductivity of the oil is too low, then the charge can build up and cause it to be dissipated along the system, such as the filters)

Now, we need to investigate each of the three main hypotheses stated and find out the root causes for them.

Let’s begin with the Clearances being too tight hypothesis.

For this hypothesis, we will ask the question, “How can clearances be too tight?”. In this case (and we will have to keep it general and in broad buckets, so we can drill down into these later and eliminate as necessary), there are three possible reasons:

  • The OEM could have designed the system such that it was less than adequate (LTA)
  • The flow rate could have been increased above the recommended threshold
  • Incorrect viscosity of the lubricant could cause additional friction (we will dive into this one later).

We will develop the other two hypotheses in Figure 2.

Figure 2: Investigating the hypothesis, "Clearances too tight"
Figure 2: Investigating the hypothesis, "Clearances too tight"

If we further investigate where the OEM did not design the system effectively, we can determine that the operating conditions were probably not adequately considered before implementation. This is a systemic root cause and one that needs to be addressed with the OEM.

On the other hand, if we investigated the flow rate, there could be two main reasons for the adjustment. One could be because of system changes, which forced adjustments to the flow rate. Since a decision was made here, it is a human root cause. Someone decided to change the flow rate based on the variables involved. However, if we investigate why these changes were made (once a human is involved, the question moves from how to why), we can determine that the system was not designed to accommodate these changes. This is a systemic root.

Similarly, if the operational conditions change (such as when a higher output is required, which is different from system changes), then the flow rate must be adjusted. Again, a decision must be made here, and a human is involved. Then we ask the question, “Why?”. In this case, we have the same systemic root, and the design is inadequate to accommodate the necessary changes.

For this part of the tree, we have found some human root causes where decisions were made, as well as systemic root causes. Both need to be addressed when we perform the final root cause analysis. For the human root causes, we can think about the procedures that guided them to make those decisions (if they existed) and amend these accordingly.

On to the next hypothesis, which we have yet to investigate (still under the clearances being too tight), the incorrect viscosity of the lubricant, which is shown in Figure 3. There are a couple of ways in which this can happen:

  • OEM recommendations were not followed
  • There was an unavailability of the specified viscosity of the lubricant
  • There was a less-than-adequate procedure for selecting the correct viscosity of lubricant

If we investigate why the OEM recommendations were not followed, we can find two main reasons. Either they were not documented and therefore could not be followed, or the internal best practice was used instead to replace the OEM recommendations. In both cases, these would be systemic root causes, and we should investigate why these were not documented or why they were replaced.

Figure 3: Investigating the hypothesis, “Incorrect viscosity of lubricant”
Figure 3: Investigating the hypothesis, “Incorrect viscosity of lubricant”

When investigating the unavailability of the specified viscosity of the lubricant, we can find two main causes. Either there was an issue with the restocking of this lubricant at the warehouse due to their forecasting, or appropriate checks were not carried out. This is a systemic root cause that should be investigated further.

Another hypothesis could be that the specified lubricant was unavailable from the supplier. This is another systemic root cause and should be addressed with the supplier to ensure it is resolved in the future.

When lubricant viscosity errors trace back to missing stock or missing training, the problem isn’t the person or the product – it’s the system that allowed both to fail.

On the other hand, if we examine the procedure for selecting the correct viscosity of the lubricant, we identify a human root cause, as someone would have made the decision on which viscosity to use. But in this case, we need to investigate why the person was not trained to determine this value.

There are two main reasons why a person does not receive training: either it doesn’t exist, or it was not followed. In both cases, these are systemic roots that need to be further investigated and addressed.

Now, we will investigate the next major hypothesis, “LTA grounding of the system” in Figure 4.

Figure 4: Investigating the hypothesis, “LTA Grounding of the system”
Figure 4: Investigating the hypothesis, “LTA Grounding of the system”

When investigating the grounding of a system, we can identify two major classes: either it doesn’t exist, or it didn’t meet the requirements. If grounding did not exist, then this is an inadequate system design and therefore a systemic root cause. On the other hand, if the grounding did not meet the OEM requirements, we need to determine how this was possible.

Figure 5: Investigation of the hypothesis, “LTA Conductivity of oil”
Figure 5: Investigation of the hypothesis, “LTA Conductivity of oil”

There are two possibilities: the site’s best practices were used to replace the OEM standards, which is something we often see, especially if these requirements have worked in the past. This is a systemic root cause that should be investigated. Or there were fewer than adequate components to achieve grounding.

In this case, we can have components that are not designed for the system (do not meet the system’s requirements) or components that were not OEM-recommended and are being used (such as aftermarket products that do not meet the necessary specifications).

Finally, on to the last major hypothesis, “LTA conductivity of the oil,” as shown in Figure 5.

As noted earlier, if an oil has a conductivity of more than 100pS/m, it will be able to dissipate any accumulated charge easily. However, if it falls below this value, the charge will be dissipated in the system at the earliest opportunity.

How can oil have less than adequate conductivity? Perhaps the elements of the oil have a less-than-adequate conductivity. If that is the case, then there can be two plausible reasons for this. Either the formulation was not appropriately designed, or the materials (base oils, additives) were not of a particular standard. Both causes are systemic root causes and should be investigated further to determine if anything can be done to correct these.

If we were to summarize a list of the root causes, we would see that many are systemic, while a few are human, as shown in Figure 6.

Figure 6: Summary of the root causes of ESD
Figure 6: Summary of the root causes of ESD

This further reiterates the need to develop a comprehensive logic tree when investigating any failure, as many root causes are not physical or surface-level. If these are not adequately addressed, the failure mode will recur in the future. The entire logic tree can be found here under additional support material, along with logic trees for other degradation mechanisms.

References

Mathura, S. (2020). Lubrication Degradation Mechanisms: A Complete Guide. Boca Raton: CRC Press.

Mathura, S., & Latino, R. (2021). Lubrication Degradation: Getting into the Root Causes. Boca Raton: CRC Press.

What are Effective Strategies to Prevent ESD in Lubrication?

ESD occurs when there is a buildup of static in the oil; therefore, one of the best methods of preventing it is to ensure that the static levels remain low or are dissipated before they have a chance to wreak havoc on the system. The simplest and most common way of reducing this static is the installation of antistatic filters. These filters can help to remove static from the system before it builds up to dangerous levels, where it can burn the membranes or develop varnish.

Static in oil is inevitable – how you control and discharge it determines whether your system runs clean or burns itself from within.

Ensuring that the system is grounded correctly is another way to guarantee that any built-up static is removed. This is where your electricians can perform checks and install proper grounding devices for your equipment to safeguard against this buildup of static in the system. Therefore, if static charges get built up in the system, they can be dissipated without the effects of ESD.

If oils experience high levels of conductivity, they can conduct static. Typically, if the conductivity is above 100pS/m, there is potential for the fluid to conduct the charge and allow it to be discharged along the system without causing harm.

Unfortunately, there are base oils with low conductivity (below 100pS/m) that cannot carry the charge and dissipate more easily. As such, these types of oils will see an increase in the presence of ESD if not formulated correctly for modern lubrication systems.

As the viscosity of the oil decreases, more force is required to pass through the filters, which can lead to a buildup of static at a molecular level. Additionally, as temperatures decrease, the viscosity also decreases. In these cases, keeping the oil at the system temperature (designed for that particular viscosity) can help to reduce the buildup of static charge in the oil.

Understanding Electrostatic Spark Discharge and Its Impact on Lubrication Systems

Electrostatic Spark Discharge typically occurs when static is built up in an oil at a molecular level, causing it to discharge in the system and create free radicals, which increase the opportunity for varnish to form. This usually occurs at temperatures of around 10,000 °C.

If we were to liken this to an everyday situation, we could think about walking around a carpeted room where the static builds up in our body. When we touch a metallic object (more than likely a door handle), we get a bit of a shock as the built-up static is discharged through us and the door handle.

Inside a lubricant system, static doesn’t just build – it ignites microscopic sparks powerful enough to scar filters and start the chain reaction that leads to varnish.

Similarly, in lubricants, static exists at a molecular level, and in areas of tighter clearances, some molecules are forced to rub against each other, causing a buildup of static. When it accumulates to the point of becoming a full charge, it dissipates at the first opportunity, usually at the filter membrane or some sharp-edged object along the way. These are seen as burnt patches on the filter membrane.

When this spark occurs, it creates a chemical reaction that generates free radicals. Free radicals are highly reactive species that need to engage with other substances. These are the initiators of varnish, and their presence can accelerate reactions, leading to deposits forming in the lubricant. Eventually, this will lead to a system that has experienced both ESD and oxidation.

In this article, we will discuss various identification methods and ways to prevent ESD in modern lubrication systems. We will also spend some time identifying typical root causes for ESD by developing a logic tree as a guide for future investigations.

 

How to Identify Electrostatic Spark Discharge in Lubrication Systems

Every degradation mechanism produces varying results in the form of deposits or in how these are formed. For ESD, some tell-tale signs alert the user to its occurrence. These include:

  • Crackling sounds / buzzing outside of components – This noise is representative of sparks as they discharge on part of the media/asset. Typically, this occurs when the fluid is in motion, allowing it to be heard near the filters when the system is operating.
  • Burnt or pinhole filter membrane – The filters usually feel the full effect of ESD, and small burn patches or even pinholes are created when ESD occurs. When changing filters, the membranes should be examined for these patches to determine if ESD is occurring.

Free radicals are produced when ESD occurs. As such, this leads to polymerization of the lubricant, which produces varnish and sludge. This is part of the oxidation process, and the antioxidant levels will begin to decrease. During ESD, certain gases are also released in the oil. Some of the lab tests which can be used for identifying where ESD has occurred include:

  • RULER® – Remaining Useful Life Evaluation Routine test, which quantifies the presence of antioxidants in the oil. By trending this over time, one will be able to determine whether the levels of antioxidants are decreasing or not. Typically, this test can be performed twice annually on larger sumps (such as turbines) or the frequency can be increased according to the criticality of the equipment. If the value gets below 25% then this is the critical limit, and methods to regenerate the oil or change it should be explored.
  • MPC – Membrane Patch Colorimetry – this measures the potential of the oil to form varnish or deposits. Depending on the equipment, the warning limits will vary, but a good rule of thumb is to treat results below 10 as normal, those above 15 as within the monitor range, and those above 20-25 as the critical range. Be sure to double-check these levels with the OEM of the equipment.
  • FTIR – Fourier Transform Infrared Spectroscopy can identify various molecules in the oil. It is likened to identifying the fingerprint of the oil, where each molecule has a specific characteristic spectra representative of that molecule. This test can be used to identify the presence of oxidation or any deposits that may have formed.
  • DGA – Dissolved Gas Analysis – this test can be used to identify the presence of particular gases that are released during ESD, such as acetylene, ethylene, and methane.

Those above are just some of the methods that can be used to identify the presence of ESD in a lubrication system.