Category: Oil Properties

Gear Oil Characteristics and Naming Systems

From the information covered thus far, we can appreciate that gear oils need to accommodate many changes to their environment. A few characteristics stand out when looking at industrial gear oils (Mang, Bobzin, & Bartels, Industrial Tribology—Tribosystems, Friction, Wear and Surface Engineering, Lubrication, 2011).

These include viscosity-temperature, Fluid Shear Stability, Corrosion and Rust Protection, Oxidation Stability, Demulsibility and Water Separation, Air release, Paint Compatibility, Seal Compatibility, Foaming, Environmental, and Skin Compatibility.

Depending on where you are in the world, you may use a different system to classify gear oils. The ISO Viscosity grade system is used internationally, but the AGMA (American Gear Manufacturer’s Association) system is used in the Americas and some parts of Asia. A chart can be used to move that across these grading systems, as shown below in Figure 5.

Figure 5: Various gear oil grading systems as adopted from (Sander, 2020)
Figure 5: Various gear oil grading systems as adopted from (Sander, 2020)

As per (Sander, 2020), the AGMA numbers have some particular meanings as stated:

  • No additional letters (only a number) – Contains only R&O additives
  • EP – Mineral oil with Extreme Pressure additives
  • S – Synthetic gear oil
  • Comp – Compounded gear oil (3-10% fatty or synthetic fatty oils)
  • R – Residual compounds called diluent solvents which reduce the viscosity to make it easier to apply

Another rating that is seen a lot is the CLP rating. This is a German oil standard defined by ASTM DIN 51517-3, in which the test requirements to meet the CLP specification are documented.

This DIN standard covers petroleum-based gear lubricants with additives designed to improve rust protection, oxidation resistance, and EP protection. Some typical classifications seen are CLP-M (which represents mineral gear oil), CLP HC (which represents synthetic oils [SHC, PAO, POE]), and CLP PG (which represents polyglycol PAGs), according to (Santora, 2018).

There are three main DIN 51517 classifications as per (Rensselar February 2013), namely;

  • DIN 51517 CGLP – contains additives that protect from corrosion, oxidation, and wear at the mixed friction spots and additives that improve the characteristics of sliding surfaces
  • DIN51517-3 CLP – contains additives that protect against corrosion, oxidation, and wear in the mixed friction zone
  • DIN 51517-2 CL – contains additives that protect against corrosion and oxidation suitable for average load conditions

The above are some of the more prevalent naming systems for industrial gear oils, and they are found on most gear oils globally.

Is there more than one type of gear?

Gears are used in all aspects of life, from bicycles to tiny watch gears, car transmissions, and even highly specialized surgical equipment. Gears keep the world moving. However, when they move, they often rub against each other, and if this friction is not managed, it can cause wear and eventually lead to significant damage or failure. This is where gear oil makes a difference.

In this article, we will explore the various types of gear lubricants, their composition, how they degrade, some storage and handling tips, and what the future holds for these types of oils.

Figure 1: Different types of gears according to (Mang & Dresel, Lubricants and Lubrication – Second Edition, 2007) Chapter 10
Figure 1: Different types of gears according to (Mang & Dresel, Lubricants and Lubrication – Second Edition, 2007) Chapter 10

If you’re familiar with gears, you know that despite the standard emoji keyboard, more than one type of gear exists. There are several types of gears, each suited for various applications. As such, each application will have varying environmental conditions, which will require specialized lubricants to reduce friction and wear.

One of the main operational conditions for gears is the transfer of torque. Even when torque is transferred, gears will have sliding and rolling contact, leading to frictional losses and heat generation. Therefore, the lubricants selected for these applications must be able to significantly reduce these frictional losses and cool the gears.

As per (Pirro, Webster, & Daschner, 2016), several types of gears can be classed into three groups based on the interaction of the teeth of these gears and the types of fluid films formed between the areas of contact:

  • Spur, Bevel, Helical, Herringbone, and spiral bevel
  • Worm gears and
  • Hypoid gears

Figure 1 shows some of the types of gears which exist.

It must be noted that hypoid gears transmit motion between nonintersecting shafts at a right angle. Additionally, there is a difference between rolling and sliding.

Rolling indicates continuous movement, whereas sliding varies from a maximum velocity in one direction at the start of the mesh through zero velocity at the pitch line and then back to maximum velocity in the opposite direction at the end of the mesh, as seen in Figure 2.

According to Mang, Bobzin, and Bartels (Industrial Tribology—Tribosystems, Friction, Wear and Surface Engineering, Lubrication, 2011), hypoid gears require heavily loaded lubricants. These should have high oxidation stability, good scuffing, scoring, and wear capacity, as the tooth contacts have a high load.

The lubricant must also have a high viscosity at operating temperature such that the formed film can sufficiently support the load while cooling the gears.

Conversely, hydrodynamic gears such as torque converters, hydrodynamic wet clutches, or retarders require high oxidation stability characteristics but do not need good scuffing or scoring load capacity characteristics. Unlike hypoid gears, hydrodynamic gears experience viscosity-dependent losses, so they must have a lower viscosity at operating temperature.

Figure 2: Meshing of involute gear teeth. These photographs show the progression of rolling and sliding as a pair of involute gear teeth (a commonly used design) pass through mesh. The amount of sliding can be seen from the relative positions of the numbered marks on the teeth adapted from (Pirro, Webster, & Daschner, 2016), Chapter 8.
Figure 2: Meshing of involute gear teeth. These photographs show the progression of rolling and sliding as a pair of involute gear teeth (a commonly used design) pass through mesh. The amount of sliding can be seen from the relative positions of the numbered marks on the teeth adapted from (Pirro, Webster, & Daschner, 2016), Chapter 8.

According to (Mang & Dresel, Lubricants and Lubrication – Second Edition, 2007), there are some frequent failure criteria for gears and transmissions, including:

  • Extreme abrasive wear
  • Early endurance failure, fatigue of components in the form of micropitting and pitting
  • Scuffing and scoring of the friction contact areas

Continuous abrasive wear is usually observed at low circumferential speeds and during mixed and boundary lubrication. Typically, continued wear can cause damage that extends to the middle sector of the tooth flank. Understandably, lubricants with a high viscosity and a balanced quantity of antiwear additives promote a higher tolerance to wear.

Micropitting can be observed on tooth flanks at all speed ranges. Those with rough surfaces are prime candidates for micropitting. Typically, this develops in negative sliding velocities or the slip area below the pitch circle.

Usually, microscopic, minor fatigue fractures occur first, which can lead to further follow-up damage such as pitting, wear, or even tooth fractures. A lubricant with a sufficiently high viscosity and a suitable additive system can help reduce this type of fatigue.

At predominantly high or medium circumferential speeds, scuffing and scoring of the tooth flanks occur, and the contacting surfaces can weld together for a short time. Due to the high sliding velocity, this weld usually breaks, causing scuffing and scoring.

Typically, this damage is seen on the corresponding flank areas at the tooth tip and root, which experience high sliding velocity. In this case, lubricants with higher EP (Extreme Pressure) additives can help reduce this damage.

According to (Ludwig Jr & McGuire, March 2019), the type of gear can aid in determining the most appropriate industrial gear oil. The following table is an adaptation from the article:

Table 1: Gear type and appropriate lubricant adapted from (Ludwig Jr & McGuire, March 2019)
Table 1: Gear type and appropriate lubricant adapted from (Ludwig Jr & McGuire, March 2019)

As per (Mang & Dresel, Lubricants and Lubrication – Second Edition, 2007), transmission gears can be broken down into two main types: those with a constant gear ratio and those with a variable gear ratio. These can be seen in Figures 3 and 4 below.

Figure 3: Gears with a constant gear ratio adapted from (Mang & Dresel, Lubricants and Lubrication – Second Edition, 2007), Chapter 10
Figure 3: Gears with a constant gear ratio adapted from (Mang & Dresel, Lubricants and Lubrication – Second Edition, 2007), Chapter 10
Figure 4: Gears with a variable gear ratio adapted from (Mang & Dresel, Lubricants and Lubrication – Second Edition, 2007), Chapter 10
Figure 4: Gears with a variable gear ratio adapted from (Mang & Dresel, Lubricants and Lubrication – Second Edition, 2007), Chapter 10

Is Oil analysis still relevant today?

With the many advancements in Artificial Intelligence, Machine Learning and the advent of countless different sensors on the market, the question arises, “Is Oil Analysis still relevant today?”. Granted that these advancements have significantly transformed the industry, we need to recognize that they are here to help evolve what we already do and not necessary replace it.

These advancements build upon the foundations of the techniques of oil analysis. With artificial intelligence and machine learning, we can train models to interpret oil analysis data and trigger alerts accordingly but there should always be a human present to overview these. In the real world, not every situation has occurred or been recorded yet hence the models do not have that particular data to learn from nor can they make decisions about it since it simply doesn’t exist in their “brain”.

Humans can “think outside the box” and formulate patterns or trends which may not be triggered by the models simply because these models have not been taught these patterns. Hence it is important to always have a human in the loop and not rely solely on these models especially when million-dollar decisions can be negatively initiated with the wrong interpretations.

Lately, sensors have gained more traction and a wider adoption as they can be integrated into warning systems to alert users to potential deviation from known characteristics of the oil. However, as noted above, sensors rely on data sets to compare the information and on some form of capacitance which must be converted into a signal before it can be interpreted.

With lab equipment performing the actual tests, there is a higher rate of accuracy plus the added advantage of having humans review the results for discrepancies before sending off the report. While sensors can be the first warning system for some users, lab equipment should be utilized for those more precise tests which require a higher level of accuracy.

In essence, oil analysis remains very relevant today. However, it has significantly evolved over the last few decades. Today, oil analysis can achieve a higher efficiency level with the integration of the advancements in technology (AI, machine learning and sensors) and other available monitoring technologies. Together, these should all be used to create a greater impact on improving the reliability of the machines.

 

Find the full article here on Engineering Maintenance Solutions Magazine.

Oil analysis vs Other technologies

Just as oil analysis is similar to blood testing, we can think of our bodies as a critical machine with various components which need to be monitored. If we get a fractured bone, a blood test will not help us to assess if the bone is broken or can be repaired. In this case, we may need an x-ray. Similarly, with machines, there are various types of tests to determine different aspects to be monitored.

Typically, oil analysis can provide the operator with insight into whether there has been any internal damage to the equipment in the form of wear particles which can be quantified. As with most condition monitoring methods, being able to trend the patterns over time helps the operators to identify if wear is occurring at an increased rate or whether the oil is degrading.

On the other hand, other technologies such as vibration analysis or ultrasound analysis or even thermography are not able to detect the presence of molecules. These other types of analyses focus on alignment, or other mechanical issues as they occur and can trend them over time. However, oil analysis can accurately detect the presence or absence of contaminants or additive packages which could affect the health of the oil and by extension that of the machine.

Oil analysis should not be used as the only technology in your condition monitoring artillery. Other technologies can be used alongside oil analysis to provide the user with a more comprehensive overview of the health of the asset. For instance, if the oil analysis discovered high wear, the next step would be to identify where the wear was coming from. Perhaps in this case, one of the other technologies could identify a misalignment or other mechanical issue which could be the source of this wear. Thus, these technologies should be used to work together to achieve better reliability for their asset owners.

Find the full article here on Engineering Maintenance Solutions Magazine.

Why oil analysis?

The P-F curve is one that is used throughout reliability to demonstrate the point at which a component is expected to have a functional failure. There are many variations of the PF curve, and different monitoring technologies can be placed in specific orders accordingly. However, it remains dominant that oil analysis is among the top three techniques used for early detection of failure.

Oil analysis can be used to detect the presence of contaminants, metals and other molecules at a microscopic level and quantify these appropriately. Most OEMs (Original Equipment Manufacturers) publish their acceptable standards for various tests (usually standardized tests by some accredited body such as ASTM) and have these available to laboratories around the world. When an oil analysis test is performed (as per the stipulated standards), the lab will compare the actual values to the expected values (from the OEM) and then provide some guidance to the user on possible steps forward.

Every lab will have a specific format for reporting the results of your oil analysis (similar to the labs for reporting on blood samples). Typically, the actual value is shown and then there may be an expected range for the various characteristics or just an indication of whether the actual value falls outside of the range (on the higher or lower end of the scale).

Bureau Veritas, 2017, gives an example of a report and all of the variables involved here:

BV_Understanding-An-Oil-Analysis-Report_FINAL_11_8_2017

 

While this is their reporting standard, other labs will have a different format, but the tests will all conform to the same internationally recognized standard. As such, if oil is tested in the United States (as per a particular standard) and then tested in Italy (as per the same standard) then there can be some comparisons of these results. However, one must also be aware of the types of instruments being used and their calibration as this can account for slight differences in test results.  As such, oil analysis provides a global standard for which equipment performance can be compared across regions.

Find the full article here on Engineering Maintenance Solutions Magazine.

What is oil analysis?

For those not familiar with oil analysis, it can be likened to performing blood tests for the human body. Oil in our machines is often compared to the blood in our bodies. Blood circulates throughout the body taking important blood cells with food and oxygen in it to the various organs, similarly oils follow this behaviour. However, oils transport additives which provide varying functions including reducing wear or friction or even preventing corrosion or oxidation to name a few.

When performing a blood test, we can test for a few things; the overall condition of the organs or we can test for specific things such as the presence of bad cholesterol. With oils, we do a very similar practice where we can test for the overall health of the machine or pinpoint exact components and look for distinct changes which are reflected in the characteristics of the oil.

Basically, oil analysis can help you to determine the condition of your oil (if it is degrading or if the additives have depleted such that it no longer protects the equipment) and the health of your asset as the oil can reflect if there is wear occurring in the components. As such, it can provide very useful information to help operators and maintenance personnel to plan effectively for any type of maintenance to be done on the components.

 

Find the full article here on Engineering Maintenance Solutions Magazine.

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

Innovations in Viscosity Index Improvers

As per Mortier, Fox, & Orszulik (2010), the three most important commercial VII families represent critical commercial techniques for manufacturing high molecular weight polymers. These are polymethacrylates produced by free radical chemistry, olefin copolymers produced by Ziegler chemistry, and hydrogenated styrene-diene or copolymers produced by anionic polymerization. While they are critical, these formulations will not be discussed in detail in this article, but we will take a look at some of the innovations within this space.

PARATONE®a, a family of viscosity index improvers currently belonging to Chevron Oronite, boasts of having developed the first Olefin Copolymer VII (Mid Continental Chemical Company Inc, 2024). However, upon further investigation, it must be noted that Exxon Chemicals was the original developer behind this product. Back in 1998, Oronite Additives, a division of Chevron Chemical Co. LLC, acquired the assets of Exxon Chemical’s Paratone crankcase olefin copolymer (OCP) Viscosity Index Improver Business (Chevron Chemical Co. LLC, 1988).

This particular Viscosity Index Improver has seen developments since the 1970s and offers solid and liquid VIIs for companies to include in their formulations (Chevron Oronite, 2024). It also allows improved formulating flexibility for developers, which can significantly reduce the costs involved or specialized base stocks depending on the product to be made. This is just one company that specializes in producing VIIs for the wider global market.

There are many other companies that have innovated in the Viscosity Index Improver space, but most of this work is patented as it involves heavy-balanced formulations. Other companies have also innovated on the production side of the VIIs by engineering equipment that can help produce a higher-quality VII.

Future Trends

(Future Market Insights, 2024) estimates the Viscosity Index Improver market will be USD 4.06B in 2024 and will increase to USD 5.39B by 2034. Additionally, in 2024, vehicle lubricants account for around 51.6% of the VII market. This is not just limited to the multigrade oils but includes transmission fluids, greases, and other oils. On the other hand, with the move towards more sustainable oils, Ethylene propylene Copolymer (OCP) is projected at a 30.4% industry share in 2024. Given the move towards more sustainable products, this is expected to increase.

If we take a global view of the compound annual growth rate (CAGR) per country to 2034, we can find some interesting facts. The United States shows a CAGR of 1.6%, with a heavy allocation towards more vehicle engine oil use and the manufacturing sector for pharmaceuticals and chemicals. On the other hand, Spain is projected to see a CAGR of 2.2% with auto manufacturers and power generation equipment (hydraulic oils, turbine oils, and greases).

Venturing to China, they have a CAGR of 3.2% due to the increased number of vehicles and significant industrialization. Their involvement in complex machinery will also drive this growth. The United Kingdom is positioned to see a CAGR of 1.1% resulting from its rise in high-performance engines and heavy industrialization. On the other hand, India should experience a CAGR of 4.3% with its high demand for industrial production, commerce, and automobiles.

Figure 2: CAGR% per country to 2034
Figure 2: CAGR% per country to 2034
  • With these positive CAGRs, it is conclusive that there will be a lot of growth within the VII industry. (Future Market Insights, 2024) also list some of the recent developments in the VII Market, which include:
  • In July 2023, Chevron Phillips Chemical announced a capacity expansion of its VII productions to meet the increasing demand for VIIs in the automotive and industrial sectors.
  • In April 2023, Lubrizol introduced a new line of viscosity index improvers (VIIs) for automotive lubricants, claiming to offer enhanced performance, including improved oxidation and thermal stability.
  • In March 2023, ABB completed the Marunda 2.0 oil blending plant extension project, doubling production capacity within three years despite challenges during the pandemic.
  • In October 2022, LCY Chemical Corp., a Taiwanese material science company, showcased its thermoplastic elastomer portfolio at K 2022. It highlighted its innovative approach to material science for a sustainable future, backed by a global distribution network.
  • In August 2022, Evonik’s Oil Additives division in CIS countries partnered with ADCO to enhance the energy productivity and effectiveness of industrial lubricants for construction, agriculture, mining, and manufacturing equipment.

From this, the future of Viscosity Index Improvers can only be enhanced by several of the major key players expanding their operations and innovating their creations to adapt to ever-evolving standards/guidelines set by OEMs and governments. As new regulations emerge regarding improved efficiency, increased oxidation stability, and thermal stability for lubricants, VII developers will be challenged to innovate new solutions for the lubricants to conform.

References

Chevron Chemical Co. LLC. (1988, October 08). Oronite Additives Acquires Exxon’s Paratone Viscosity Improver. Retrieved from Pharmaceutical Online: https://www.pharmaceuticalonline.com/doc/oronite-additives-acquires-exxons-paratone-vi-0001

Chevron Oronite. (2024, June 29). PARATONE® viscosity modifiers. Retrieved from Oronite: https://www.oronite.com/products-technology/paratone-products.html

Future Market Insights. (2024, April 15). Viscosity Index Improver Market Forecast by Vehicle and Industrial Lubricant for 2024 to 2034. Retrieved from Future Market Insights: https://www.futuremarketinsights.com/reports/viscosity-index-improvers-market

Gresham, R. M., & Totten, G. E. (2006). Lubrication and Maintenance of Industrial Machinery – Best Practices and Reliability. Boca Raton: CRC Press.

Mid Continental Chemical Company Inc. (2024, June 29). Viscosity Modifiers / Viscosity Improvers. Retrieved from Mid-Continental Chemical Company: https://www.mcchemical.com/lubricant-additives/viscosity-index-improvers

Mortier, R. M., Fox, M. F., & Orszulik, S. T. (2010). Chemistry and Technology of Lubricants – Third Edition. Dordrecht: Springer.

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

If we filled a swimming pool with honey during the winter when no heating was available, the honey would crystallize and become more viscous. Hence, if anyone tried to walk through the pool, moving would be difficult and require more energy. However, if heating was available to the pool, then the honey would be more fluid, and someone could walk a bit more freely (although still sticky at the end of the day!). As such, they would not have to exert as much energy.

The same applies to lubricants and their viscosities. If the lubricant is too viscous (thick honey in the winter), then more energy is required for the components while they are moving. For systems with varying temperatures, finding a lubricant that can maintain the desired viscosity for those changes is challenging.

However, with the invention of Viscosity index improvers, oils can now maintain a desired viscosity at variable temperatures. This significantly affects the energy the system requires and can reduce the energy needed, making some systems more efficient.

As such, the system’s overall efficiency is impacted, and less energy is required to overcome the internal frictional forces of the lubricant (as its viscosity remains within the required range). Passenger car engine oils saw this change with the integration of VIIs when multigrade oils were invented. They no longer needed one oil for summer and another oil for winter. This significantly saved many owners from draining and replacing their oils seasonally or finding their oil frozen in the winter!

Viscosity index improvers, therefore, enhance the overall efficiency of these systems by maintaining the lubricant’s viscosity throughout the changing temperatures. Subsequently, there is no need for additional heaters in the lube oil system, which would also require additional energy. This is another area where cost and energy savings can also be achieved.

Maintaining a particular viscosity at variable temperatures allows the lubricant to form a full film (also known as hydrodynamic or elastohydrodynamic lubrication) between the two surfaces, thus offering them protection from wear.

If the viscosity became reduced (due to an increase in temperature without the VII), then the lubricant would not form a full film or experience boundary or mixed lubrication. In this case, there is the potential for increased wear, which will negatively impact the components in the system. As such, using VIIs can also reduce the potential occurrence of wear or aid in reducing wear.

As per (Gresham & Totten, 2006), this does not mean that the viscosity never changes. When the viscosity of a lubricant changes, its viscosity index will change accordingly. If the viscosity index decreases, this can likely be because of the breakage of the polymeric Viscosity Index Improver polymer molecules to produce smaller chains, which essentially reduce its originally intended effect. If there is a reduction in the molecular weight of the VII, then the lubricant will see a reduced viscosity at both 40 & 100°C. This also reduces the temperature related viscosity effect.

Viscosity Index Improvers significantly improve a system’s overall efficiency and can help reduce wear. However, these additives can degrade over time with high temperatures and shear stress.

What is the role of Viscosity Index Improvers in Lubricants?

Viscosity Index Improvers began their commercial debut around the 1950s to accommodate the new developments in automotive oils, which were then adapting multigrade viscosities. However, they were used even before (back in the 1930s) when workers in crude distillation realized that small amounts of rubber improved the VI of the oil but also increased sludge formation.

Today, VIIs are still primarily used as engine lubricants. They can also be found in automatic transmission fluids, multipurpose tractor transmission fluids, power steering fluids, shock absorber fluids, hydraulic fluids, manual transmission fluids, rear axle lubricants, industrial gear oils, turbine engine oils, and aircraft piston engine oils. (Mortier, Fox, & Orszulik, 2010)

Essentially, VIIs try to maintain the oil’s viscosity at varying temperatures. They try to ensure that the oil does not experience a loss of viscosity, which can occur due to high temperature or shear. VIIs can be considered polymers, which are tightly wound coils. When temperature or shear is applied to these coils, they unravel (lose their viscosity). Depending on the amount of shear, they may never recover their original shape (or viscosity).

As seen in Figure 1 below, Mortier, Fox, & Orszulik (2010) describe the change in the shape of the VIIs as a result of high temperature or shear. They can coil and uncoil depending on the shear stress, but if the bonds are broken, they will not reform their original coil and lose their intended viscosity.

Figure 1: Mechanical Polymer Degradation (excerpted from (Mortier, Fox, & Orszulik, 2010)
Figure 1: Mechanical Polymer Degradation (excerpted from (Mortier, Fox, & Orszulik, 2010)

Interestingly enough, it must be noted that some VIIs provide lubricants with additional functions of Pour point depression and dispersancy. This is highly dependent on their composition.

What are Viscosity Index Improvers?

Viscosity Index Improvers (VIIs) are additives that help maintain the viscosity of lubricating oils across a wide temperature range, ensuring consistent performance.

This article will explore the nature of viscosity index improvers and their role in industrial and automotive lubricants. We will also look at their impact on lubricant efficiency, innovations involving this type of additive, and future trends.

Before discussing the nature of viscosity index improvers, we need to understand the role of viscosity. Essentially, this is one of the most critical functions of a lubricant, as it directly affects its flow rate and ability to keep the two interacting surfaces apart.

By nature, all base oils have an assigned viscosity based on their blend. However, other properties are required when we’re creating finished industrial or automotive lubricants. For instance, we may need the oil to withstand higher temperatures while still maintaining a particular viscosity, which not only provides wear protection for the equipment but also flows at a rate that does not incur frictional losses. Those are a lot of functions!

Typically, as temperature increases, viscosity decreases, and as the temperature decreases, the viscosity increases. One example is the state of water: when heated, it can turn into a gas (lower viscosity), or when frozen, it can transform into ice (higher viscosity). However, depending on the type of material, there will be varying rates of viscosity change with temperature. The viscosity/temperature relationship is called the viscosity index (VI).

As per Mortier, Fox, & Orszulik (2010), the kinematic viscosity of oil is measured at 40°C and then at 100°C. The viscosity change is then compared with an empirical reference scale initially based on two sets of crude oils: a Pennsylvania crude arbitrarily assigned a VI of 100 and a Texas Gulf crude assigned a VI of 0.

The higher the VI, the less effect that temperature has on the oil, which means that the oil can maintain a particular viscosity for a longer time at a more extensive temperature range. This is ideal for lubricants in environments experiencing temperature changes. However, not all oils have a high viscosity index. Typically, paraffinic oils can have a very high viscosity index. On the other hand, naphthenic oils have a low or medium viscosity index. The table below gives an overview of the viscosity index for various oils.

Table 1: Viscosity index of API Groups I-III
Table 1: Viscosity index of API Groups I-III

When trying to manage or alter the viscosity index of the oils above, the use of Viscosity Index Improvers (VII) can help by adding that property to an oil to allow it to have other beneficial properties. As per (Mortier, Fox, & Orszulik, 2010), viscosity index improvers consist of five main classes of polymers:

  • Polymethylmethacrylates (PMAs).
  • Olefin copolymers (OCPs).
  • Hydrogenated poly (styrene-co-butadiene or isoprene) (HSD/SIP/HRIs).
  • Esterified polystyrene-co-maleic anhydride (SPEs)
  • A combination of PMA/OCP systems.