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.