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How do you Measure Oil Viscosity?

The viscosity of oil is one of its most essential characteristics. Thus, it is important to understand how this is measured and quantified. There are two main types of viscosity, dynamic (or absolute) and kinematic viscosity.

The dynamic viscosity measures the force required to overcome fluid friction in a film and is reported in centipoise (cP) or in SI units Pascal Seconds (Pa s) where 1 Pa s = 10 P (Poise). It can also be considered the internal friction of a fluid. This is usually used for calculating elastohydrodynamic lubrication related to rolling element bearings and gears.

On the other hand, the kinematic viscosity of a fluid is the relative flow of a fluid under the influence of gravity. Its unit of measure is centistokes (cSt) which in SI units is mm2/s, 1cSt = 1 mm2/s. (Mang & Dresel, 2007).

Kinematic Viscosity = Dynamic Viscosity / Density

Other units of measure for viscosity include; Saybolt, Redwood, and Engler, but these are less widely used than the cSt or cP, especially for lubricants.

Oil Viscosity Grades and Standards

One of the best-kept secrets about viscosity is that a particular grade often represents a range. When oils are classified, one may see an ISO 32 or ISO 220 and believe that the oil will have this exact viscosity (32 cSt or 220 cSt). However, this is not the case.

There are three general classifications where viscosity grades have particular ranges based on the fluid type. The fluid may behave differently in each application, hence the need for these three scales. However, there is a chart that allows users to convert the various scales into the one needed.

Engine Oil Classification (SAE J300)

As per the Society of Automotive Engineers (SAE), the SAE J300 standard classifies oils for use in automotive engines by viscosities determined at low shear rates and high temperature (100°C), high shear rate and high temperature (150°C) and both low and high shear rates at low temperature (-5°C to -40°C) (Pirro, Webster, & Daschner, 2016).

Engine manufacturers have widely used this system to aid in designing lubricants suited for these applications. As such, oil formulators also adhere to these classifications when engineering lubricants.

One will note the use of the suffix letter “W” in some of the grades below. These oils are intended for low ambient conditions, whereas those without the “W” are intended for oils that will not encounter low ambient conditions.

These are commonly described as multigrade (where the “W” is found between two numbers) and monograde oils (where the “W” is at the end or the grade is identified by a number only) in the table below.

The table shows that the viscosities must fall within a particular range to be classified. For instance, a 5W30 oil should meet the specifications of:

Low temperature, Cranking viscosity of 6600 cP at -30°C
Low temperature, Pumping Viscosity Max with No Yield Stress of 60,000 cP at -35°C
Low shear rate Kinematic viscosity at 100°C should be between 9.3 -12.5 cSt
High Shear rate viscosity at 150°C Max at 2.9 cP

One will notice the range of 9.3 to 12.5 cSt (at 100°C). This is where oils can be blended to either end of this scale but still achieve the classification of a 5w30 oil.

Axle and Manual Transmission Lubricant Viscosity Classification (SAE J306)

As per the SAE recommended practice J306, automotive manual transmissions and drive axles are classified by viscosity, measured at 100°C (212°F), and by the maximum temperature at which they reach the viscosity of 150,000 cP (150 Pa s) when cooled and measured in accordance to ASTM D2983 (Method of Test for Apparent Viscosity at Low Temperature Using Brookfield Viscometer). (Pirro, Webster, & Daschner, 2016).

The table below shows that for an SAE grade of 190, the kinematic viscosity must fall within the range of 13.5 to 18.5 cSt at 100°C. While most viscosities tend to fall mid-range of these values, it also indicates that if the lubricant achieves 18 cSt at 100°C, it can still be classified at an SAE grade 90.

The most common multigrade lubricants within this grade fall within the 80w90 or 75w140 classifications.

Another factor for these types of lubricants is API GL4 or GL5 ratings. It must be noted that a GL5 lubricant is recommended for hypoid gears operating under high-speed, high-load conditions.

On the other hand, a GL4 lubricant is usually recommended for the helical and spur gears in manual transmissions and transaxles operating under moderate speeds or loads. These should not be used interchangeably as the GL5 lubricants tend to adhere to the surfaces and may cause more damage in a GL4 application.

Figure 5: Automotive Gear Lubricant Viscosity Classification. Source: Lubrication Fundamentals, Third Edition Revised and Expanded by Pirro D. M., Webster M., and Daschner E. pg 52

Viscosity System for Industrial Fluid Lubricants

This classification was jointly developed by the ASTM and STLE (Society for Tribologists and Lubrication Engineers). Initially, the system was based on viscosities measured at 100°F but converted to viscosities measured at 40°C.

ASTM D2422 and ISO 3448 are the references for this system. In this system, it is clearer to see the variances in the ranges of viscosities. In this case, the mid-point of the range is used as the ISO viscosity. To determine the range of any ISO viscosity, one can calculate ±10% of the mid-point value to get the minimum and maximum values of the range.

Figure 6: Viscosity System for Industrial Fluid Lubricants. Source: Lubrication Fundamentals, Third Edition Revised and Expanded by Pirro D. M., Webster M., and Daschner E. pg 52

All of these systems can be represented in the figure below, where it is easy to calculate the oil viscosity using another system:

Figure 7: Various viscosity systems in one chart.

Find out more in the full article, "Oil Viscosity - A Practical Guide" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd.

Oil Properties

What are the factors that affect Oil Viscosity?

Similar to the molasses and water examples above, different factors can affect the viscosity of a liquid. For instance, water can assume other states depending on the temperature.

If water is at its freezing point (0°C), it can turn to ice but remains liquid at room temperature (around 20-30°C). Then, at 100°C, it can turn into a vapor. Its viscosity can change depending on the influencing factors.

Four factors affect oil viscosity:

Temperature
Pressure
Shear rate
Oil type, composition, and additives

Temperature

As seen with the example of the water above, when the temperature decreases, the water can turn to ice. Similarly, for lubricants, as the temperature drops, the viscosity increases. This means the oil will get thicker or more resistant to flow at lower temperatures. Likewise, as the oil heats up, it can become thinner.

This is similar to a block of ice melting as temperatures increase. Its viscosity will decrease, and the ice will turn to water. In this case, the internal molecules gain more energy with the increase in temperature, lowering the internal friction within the fluid. As such, the viscosity also decreases.

Since the oil’s viscosity will change with temperature, most OEMs will supply a temperature–viscosity chart for their equipment to help ensure the correct viscosity is used depending on the operating temperature.

In the figure below, gear oils of varying viscosities are plotted against the temperature for a particular piece of equipment. OEMs will typically specify the optimum operational viscosity range for their equipment.

It is then up to the lubrication engineers to determine the ideal viscosity based on the conditions of their equipment (this can vary depending on the application).

Figure 1: Temperature – Viscosity chart for Shell Omala S2 G (Source: Shell Lubricants TDS)

From the figure above, one can see that at 40°C, most of the gear oil grades correspond with their viscosities (ISO 68 corresponds with a 68 viscosity). However, at 0°C, an ISO 68 gear oil can become 1000 cSt, while at 90°C, this same grade of oil is around 11cSt.

Interestingly, all of the oils listed here can achieve a viscosity of 100cSt but at different temperatures, as shown below:

32°C – ISO 68
40°C – ISO 100
47°C – ISO 150
55°C – ISO 220
63°C – ISO 320
68°C – ISO 460
75°C – ISO 680

Temperature is a significant influencing factor of viscosity, but it is not the only factor.

Pressure

The effects of pressure on a lubricant’s viscosity are often overlooked. However, the viscosity-pressure behavior has become part of the calculation for elastohydrodynamic films. In these cases, oil viscosity can rapidly increase with pressure.

One such instance occurs with metal-forming lubricants, which are subjected to high pressures such that the oil’s viscosity can increase tenfold (Mang & Dresel, 2007). As the pressure increases, viscosity also increases, protecting the surface in these lubricant films.

The very definition of viscosity alludes to pressure’s impact on Newtonian and non-Newtonian fluids. For example, with Newtonian fluids (regular lubricating oils), the shear rate is proportional to the applied shear stress (pressure) at any given temperature.

As seen above, the viscosity can be determined once the temperature remains the same. However, Non-Newtonian fluids, such as greases, only flow once a shear stress exceeding the yield point is applied (Pirro, Webster, & Daschner, 2016).

Hence, this is why the observed viscosity of grease is called its apparent viscosity and should always be reported at a specific temperature and flow rate.

Shear Rate

For Newtonian fluids, viscosity does not vary with shear rate (Pirro, Webster, & Daschner, 2016). In fact, per the definition of viscosity for Newtonian fluids (regular lubricating oils), viscosity is a constant proportionality factor between the shear force and shear rate. Thus, even when subjected to greater shear forces, the viscosity will not change for Newtonian fluids.

On the other hand, for non-Newtonian fluids, the viscosity is influenced by the shear rate. Some non-Newtonian fluids can include; pseudoplastic fluids, dilatant fluids, and a Bingham solid, the effects of shear rate on these fluids are shown in the figure below.

A Bingham solid is a plastic solid such as grease that only flows above a particular yield stress. It can be seen that pseudoplastic fluids decrease viscosity with an increasing shear rate, while dilatant fluids show an increase in viscosity with an increasing shear rate. (Hamrock, Schmid, & Jacobson, 2004)

Figure 2: Characteristics of different fluids as a function of shear rate vs. viscosity (a) and shear rate vs. shear stress (b). Source: Fundamentals of Fluid Film Lubrication by Hamrock, Schmid & Jacobson, page 102.

The shear of a lubricant can influence its shear rate. Typically, longer-chain polymer viscosity index improvers can shear over time. When this happens, it can result in a decrease in oil viscosity. Similarly, non-Newtonian fluids, such as grease, experience a decrease in viscosity as a function of shear rate (Totten, 2006).

Another essential characteristic to note is whether a material is thixotropic or rheopectic. For a thixotropic material, if it is placed under a continuous mechanical load over a period of time, the viscosity will appear to decrease over this time.

However, the original viscosity is restored after a specific rest period, as shown in the figure below. On the other hand, for rheopectic materials, continuous shearing causes the viscosity to increase. (Mang & Dresel, 2007).

Figure 3: Flow characteristics of a thixotropic lubricant (Source: Lubricants and Lubrication edited by Theo Mang and Wilfried Dresel, page 30)

Oil Type, Composition, and Additives

Various oil types, compositions, and additives can influence a lubricant’s viscosity. For instance, the five groups of base oils all have varying characteristics, as shown in the figure below. One can note the differing viscosities for the various groups.

Figure 4: Base Stock property comparison (Source: Lubricants and Lubrication edited by Theo Mang and Wilfried Dresel, page 13)

When a finished lubricant is made, it usually consists of a base oil and additives. Hence, the base oil will have a significant role in determining the final viscosity of the oil. However, with the advent of Viscosity Index Improvers, desired viscosities can be engineered regardless of the base oil type being used.

Find out more in the full article, "Oil Viscosity - A Practical Guide" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd.

Oil Properties

What is Oil Viscosity?

Oil viscosity is the internal friction within an oil that resists its flow. It measures the oil’s resistance to flow and is one of the most important factors in lubricants. Viscosity is also defined as the ratio of shear stress (pressure) to shear rate (flow rate).

Understanding Oil Viscosity

Imagine walking through a swimming pool filled with water. While walking through the pool, your body experiences some resistance from the water. Now imagine walking through the same swimming pool, filled with molasses this time!

It takes someone much longer to wade through a molasses-filled pool than one filled with water. In this case, the molasses is more viscous than the water. Thus, it has a higher viscosity than water.

You can also apply this to using a straw for drinking water from a glass. Pulling the liquid from the cup will be easy using a big straw. However, getting the same liquid to the person using the straw would take longer if a thinner straw were used.

Engine Oil Analogy

We can draw this analogy to car engines over the last 30-40 years. These engines had larger clearances for the oil to flow throughout the engine. As such, most of these engines used a 50-weight (or straight 50) oil.

As the technology evolved, the size of the engines got smaller. The clearances also got smaller, and the engine oil was now required to flow faster, control the transfer of heat and contaminants and keep the engine lubricated.

A straight 50 oil could not pass through the smaller straw at the speed it should. This would be equivalent to the user using a smaller straw for drinking molasses. It could take a while!

However, if a lighter weight (or less viscous) engine oil was used (such as a 0w20 or 10w30), then this is like someone trying to drink water (0w20) with a smaller straw.

It will flow much faster than molasses (straight 50) with the same straw! The lighter-weight oil would also transfer heat and flow much faster than the heavier-weight (more viscous) oil.

Future Developments and Research in Oil Viscosity

As explained at the beginning of this article, the changes in technology (such as smaller engines) will demand more from lubricants, especially in viscosity. Thirty years ago, a 0w16 engine oil was unfathomable, but today, it is being integrated into our newer model vehicles.

Some of the concepts which will continue in the future can include:

Reducing viscosity – as seen in the examples above, with most pieces of equipment getting smaller, the need for lighter weight (lower viscosity) oils will continue as OEMs constantly evolve and push the boundaries of their equipment.
Measuring viscosity – traditionally, viscometers have always been used where the difference in the height of the liquid at particular temperatures (or under certain conditions) is measured. Given the advancements in technology, this may be subject to change very shortly into a more reliable and even more accurate method.
Viscosity-dependent parameters – temperature and pressure have the most significant impacts on the oil’s viscosity. However, some of these challenges can be overcome with the advent of viscosity index improvers. With enhancements in the formulation of viscosity index improvers, one can expect oils of varying viscosities to be used in parameters they could not have used in the past.
Alternative oils – more sustainable options are constantly being explored. Whether this lies in using plant-based oils or other alternative bio-based oils, these may introduce new ways or conditions under which different viscosities can exist.

Overall, viscosity is one of the most important characteristics of a lubricant. It can easily influence the impact of the oil on the internal surfaces of the equipment and its overall energy efficiency.

It is important to remember that oil viscosity should be determined by the application in which it is being used. Parameters such as temperature, pressure, and shear rate should all be considered when selecting the lubricant’s viscosity.

Find out more in the full article, "Oil Viscosity - A Practical Guide" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd.

Lubricant Degradation

Can Lube Oil Varnish be Eliminated?

Varnish can be likened to cholesterol in the human body. It can build up in our arteries and eventually clog those, causing restrictions in blood flow to our heart which may lead to a heart attack.

Humans cannot simply change their blood to remove the cholesterol build-up. However, cholesterol is controlled through proper diet, exercise, and with some condition monitoring in the form of blood tests to help gauge the presence of it in the bloodstream. Similarly, a couple of approaches can be used to reduce the varnish build-up or eliminate it.

As per Livingstone et al. (2011), the lifecycle of varnish is critical. Particular attention should be paid to the double arrows between the stages of Solubility to Varnish formation in the figure below.

This means that even after varnish has been deposited, it can be solubilized back into the oil. This can only occur if conditions are met per Hansen’s Solubility principles where the solvent and degradation products meet using the three parameters of Polarity, Hydrogen Bonding, and Dispersive Forces as discussed in “The Hansen Solubility Principles and Its Relation to Varnish” (2022).

The Varnish Lifecycle as per Livingstone et al. (2011)

Varnish exists in various forms and can consist of differing compositions. Hence, it is essential to understand the characteristics of the varnish being formed in a system before attempting to eliminate it.

There are certain technologies, such as solubility enhancers or specifically engineered filtration media, which can be effective at removing lube oil varnish. However, this technology is heavily reliant on the type of varnish being formed and can be customized as per the system accordingly.

Solubility enhancers can solubilize the varnish back into the oil solution. When these deposits are reintroduced into the oil, they can be removed using resin-based filtration. In this method, the media is specifically designed to allow for the adsorption and removal of the varnish which presently exists in the oil.

When these methods are used together, they can prove quite effective and prevent manufacturing plants from experiencing unwanted downtime.

To summarize, it is of utmost importance to first understand the characteristics of the varnish being produced in your equipment before attempting to remove it from your system.

There is no cookie-cutter method to eliminate varnish from a system as it is a complex deposit. Similar to practices we observe with our bodies in the instances of cholesterol build-up, we can employ methods of dissolving the varnish and removing it while monitoring for possible recurrences in the future.

References:

Livingstone, Ameye, & Wooton. (2015.). Antioxidant Monitoring as Part of Lubricant Diagnostics – A Luxury or a Necessity? OilDoc, Rosenheim, Germany.

Livingstone, Overgaag, & Ameye. (2011). Advanced removal Techniques for Turbine oil Degradation Products. Powergen Milan.

Mathura, S. (2020). Lubrication Degradation Mechanisms (CRC Press Focus Shortform Book Program) (1st ed.). CRC Press.

The Hansen Solubility Principles and its Relation to Varnish. (2022, July 31). Fluitec International. https://www.fluitec.com/the-hansen-solubility-principles-and-its-relation-to-varnish/

Find out more in the full article, "Lube Oil Varnish Detection and Control" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd.

Lubricant Degradation

Is Oil Analysis the Only Method of Varnish Detection?

Varnish will deposit in layers and adhere to the metal surfaces inside the equipment. As it continues to deposit, the layers will eventually accumulate until it reaches a point whereby it can cause significant changes to the clearances of the components.

There have been instances where shafts in rotating pieces of equipment have been moved due to the build-up varnish. This is where vibration analysis can be instrumental.

When the vibration analysis method is used, it can detect any small changes in the alignment of the shaft in rotating equipment. As varnish continues to build on the inside of the component, vibration analysts can detect if the shaft observes some misalignment over a period.

Is Oil Analysis the Only Method of Varnish Detection

This may be easy to miss as sometimes the varnish which has built up can be wiped away, causing the shaft to resume its proper alignment. Thus, these technologies should be used in tandem before conclusions are made about the presence of varnish.

Another detection method that can be employed is the monitoring of temperature fluctuations. As stated earlier, varnish can form an insulating layer trapping heat. There have been case studies that demonstrate that bearings experiencing varnish tend to display temperature increases.

Typically, these temperature patterns assume a saw-tooth pattern where temperatures rise continuously as the varnish builds up. The varnish becomes wiped away, and the temperature is reduced drastically.

This saw tooth pattern of temperature variation is characteristic of varnish formation. In some cases, the formation of localized deposits on bearing surfaces may cause temperature escalations without a corresponding MPC increase. In this case, the bulk oil may not show any degradation, yet temperature excursions may be experienced at the bearing surface.

Find out more in the full article, "Lube Oil Varnish Detection and Control" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd.

Lubricant Degradation

Can Lube Oil Varnish be Detected?

Detecting something is the first step towards formulating a solution to minimize its effects or eliminate it from a system. In the case of varnish for lubricated assets, a few technologies are currently being used to detect its presence.

As seen at the beginning of this article, varnish can exist with various characteristics depending on the degradation mechanism which aided in its formation. For this article, the degradation mechanism of oxidation will form the main focus as it is the most prevalent pathway to lube oil varnish formation.

During oxidation, the first chemical change which can be observed in the lubricant is the depletion of the antioxidant additives. This is where the knowledge of phenols and amines is critical.

As per Livingstone et al. (2015), these antioxidants can form synergistic mixtures in mixed antioxidant systems. When the free radicals react with the phenols, they become depleted but can regenerate amines. Thereby, the phenols are sacrificial.

Thus, when performing the RULER analysis, one can find that the concentration of the phenols will typically deplete quicker than the amines. This provides the analyst with a good overview of the amount of oxidation that has taken place in the lubricant.

The RULER analysis is one of the oil analysis methods which can provide early detection of the occurrence of oxidation.

It has been shown that the physical changes, such as polymerization, will only begin after this chemical change of the depletion of antioxidants. It is at this point that the actual deposits will begin formation.

Unfortunately, oil analysis tests such as viscosity and acid number only show significant changes after the deposits have been formed. At this time, it may be too late to implement technologies to mitigate varnish formation.

The Membrane Patch Calorimetry (MPC) oil analysis test (ASTM D7843) can offer analysts insight into the estimated amount of insoluble varnish currently within the system. These results have three main ranges which identify the severity of the varnish, namely, 0-20 (Normal), 20-30 (Abnormal), and >30 (Critical). Oil analysis tests can effectively provide the operators with some awareness of the current condition of the lubricant and its tendency to form varnish.

Find out more in the full article, "Lube Oil Varnish Detection and Control" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd.

Lubricant Degradation

What is varnish or oil degradation?

Varnish is a type of deposit that forms on the surface of equipment in lubrication systems. It is caused by the oxidation of the base oil and the buildup of additives in the oil over time, forming a sticky, varnish-like substance. Lube oil varnish can cause problems in equipment operation by clogging filters, reducing oil flow, and leading to valve sticking and pump failures.

Lube oil varnish is no stranger to the manufacturing industry. It constitutes the substance of most operators’ worst nightmares and plant managers’ ultimate fears. For those who have been in the industry for the last decade, varnish is the sticky subject that unites all facility departments.

It can cause an entire manufacturing plant to shut down while sending the finance department into a frenzy trying to balance production loss with incoming repair costs. In the fight against lube oil varnish, all teams need to work together to ensure that it can be managed and possibly eliminated from the system.

What Is Oil Degradation?

Before diving into the world of varnish, one must first understand how it forms and the circumstances which have led to its existence. Within the industry, the term varnish is used loosely to define any form of lubricant-derived deposit found in industrial.

However, oil can degrade by several mechanisms, which require various conditions for degradation—as such, using the term varnish to describe any deposit formed within a machine does not suggest its mechanism of formation.

The lubricant begins its degradation journey from the moment the lubricant enters the machine.

A lubricant is composed of base oil and additives, of which infinite combinations exist. Additives are carefully engineered to protect the base oil and the equipment. As such, they can become depleted over time, leading to the degradation of the lubricant.

This becomes concerning when the additive levels have depleted to a threshold where they can no longer protect the base oil or the machine. At this stage, degradation is the most serious concern because its rate is greatly accelerated.

According to Mathura (2020), there are six major forms of degradation under which a lubricant can undergo. While some may argue that these can be grouped, some characteristics set these mechanisms apart.

Each mechanism has unique environmental factors which contribute to producing different types of deposits. It is critical to note that identification of the type of mechanism can assist operators in performing remedial works on their equipment to aid in preventing the formation of varnish.

Find out more in the full article, "Lube Oil Varnish Detection and Control" featured in Precision Lubrication Magazine by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd.

Certifications

Obtaining my MLT I & II certifications

The MLT (Machinery Lubrication Technician) exams are developed by ICML (International Council for Machinery Lubrication) and is seen as the entry level certification for those who are working in the field of lubrication. When I entered the reliability field (years ago!), it was one of the credentials I was told that I should obtain to allow others to take me seriously since I was a young female entering a male dominated world. Back then, the training for these exams usually took place as a week-long intensive course in the US followed by the exam. For me, this would have meant travelling to the US, studying for the exam, catching up on work, balancing some jet lag and then writing the exam. This approach didn’t work for me.

I may have taken the unconventional route and written my first book, “Lubrication Degradation Mechanisms – A Complete Guide” published by CRC Press and obtained my MLE (Machinery Lubrication Engineer) certification before thinking of these exams. After achieving my MLE and becoming the first person (and still the only female) in the Caribbean, I went on to secure the Varnish badges from ICML. These are the VIM (Varnish and Deposit Identification Mechanisms) & VPR (Varnish and Deposit Prevention and Removal) badges from ICML. I was the first female in the world to achieve these and to date, still the only female with these badges. I pursued all of these courses via On demand sessions from the master himself, Michael Holloway of 5^th Order Industry.

Everything at the right time

At the end of 2020, Mike approached me to write a guide book for the MLT Level I & II exams. My first question to him was, “How can I write the book for these exams if I don’t have these certifications?”. He assured me that the MLE content covered the topics in MLT I & II and then a lot more. We decided to work on writing the book and get the certification before the book was published. Surely enough after we submitted the pages to the publishing house, I began my preparation for the exam using Mike’s On Demand videos and the book we had just developed for these exams! I was preparing myself to take the MLT I first and then the MLT II right afterwards. Plus, Mike had a really good deal on the course content! How could I refuse?!

Unfortunately, life happened, or in this case death. In November, one of my parents contracted COVID and did not survive. While taking care of them, we also contracted COVID, the one with the long haul effects. Needless to say during the following months, I could not retain any information nor sit an exam. One of the side effects from COVID was brain fog and even after a couple of months this did not clear up to the point where I felt that I was ready to retain any information. I had forgotten basic info which would have been at the forefront of my memory and really struggled for some time to come to terms with everything that had happened and the new journey which lay before us. Our lives were changed forever.

Exam preparation

In May, I finally began to feel a bit better and restarted my MLT Journey with Mike’s videos and our certification book as our guide. This time, I had a physical copy of the book on my desk as it was already published (maybe things do work out in their own special timings). Getting back into study mode while running the business and dealing with never ending paperwork and legalities which surround a death was tricky. I was so grateful for the on demand courses to allow me to study on my own time, at my own pace, when I was truly ready. Also being able to book the exam and complete it virtually from my own space was terrific! The time and anxiety associated with taking an exam is enough, we don’t need to include traffic, getting to a physical location and the environmental conditions of the exam room into the mix!

If you’re preparing for the MLT exam, you have to complete Level I first. There is no skipping ahead to Level II as during the sign up process for MLT II, you have to include your MLT I ID#. My advice for scheduling the exams would be to schedule one on the Monday and the other by Friday of the same week.

Exam scheduling

Here are some tips on scheduling your exam:

When you sign up and pay for the exam you should allow 1-2 business days for processing.
Once you have been approved, then you can set your exam date. You will be notified via email with instructions on the next steps.
MLT I & II are both 3 hours, so choose your timeslot carefully.
Exam results take 2-3 days to process. You will receive an email with your results and grades in the various areas of the BoK.
Once you have passed MLT I and gotten your ID#, you should sign up for the MLT II exam immediately, if you intend to pursue it afterwards.
This will then take 1-2 days to process again. You will receive another email letting you know that you can choose your exam date.
Then, it’s on to schedule your exam date.
After the exam, you will have to wait for 2-3 business days to get your results.

Ideally, one should schedule a 2 week window for taking both the MLT I & II exams and receiving the results. You cannot take both exams in one day (just yet!).

Exam day

Once you enter the Examity portal, you will be asked to suggest a couple of security questions. Please choose these wisely and remember your answers as they will be asked on the day of the exam by the proctor. My advice would be to check the exam portal one day before your exam to familiarize yourself with the questions and answers as these are blocked out on the day of the exam. You should try to log on to the portal 30 minutes before the actual exam just to make sure you can get in and everything works. You will not be able to enter the “exam room” until 15 minutes before your appointed time. Afterwards, the Proctor will do their checks and balances with you where they ask to see your government issued identification (be sure your picture and expiry date are on the same side of this identification). They will also ask to see a 360 view of the room in which you are sitting to ensure it is clear.

During the exam, you can flag questions which you are not sure about and always go back to those afterwards. When you get to the last question, the button turns to submit but you don’t have to use this button until you are ready. Use your time to go back to your flagged questions, decipher the best suited answer and then press forward with your exam. Once you have finished and clicked the “Done” button, you should notify your proctor that you have finished the exam. They also have to close off the session on their side, so this is important to remember. You will see a page which comes up saying exam results, don’t panic! These are not your actual results, just a statement of the time you took. You will get your actual results within the next few days.

The MLT I & II Body of Knowledge

Here’s a look at the BoK for MLT I and MLT II. You will realize that the MLT II builds on the content covered in MLT I. Depending on where you are on your journey to machine lubrication, you can opt to take the both tests (one after the other of course) or simply start with the MLT I and then work up to the MLT II exam. In our certification guide, we used a Unique 5 Step process for learning:

Familiarize
Find Socrates
Be the Exam
Practice Exam
Explore

This unconventional method has proven to be exceptionally effective, not for only passing the exam, but to truly retaining the knowledge and becoming an expert in the content you’re studying. Certification requirements are discussed throughout the work, making this the ideal resource for prospective MLT I and/or MLT II certification candidates.

Here’s a quick overview of the content covered in the book:

Notes Outline: For the reader to complete. Aids in organizing ideas and thoughts.
Guided Cooperative Argument: A dialogue between authors concerning the topics. Helps answer questions that are asked on the job.
Statements of Truth and Exam Development: From the recommended Body of Knowledge, with space to develop your multiple-choice questions. Develops critical thinking process and understanding of how the exam questions are structured.
Body of Knowledge Outline: Works as a reference to help answer any questions that may arise.
Practice Exam: A mock exam designed to familiarize the reader with taking a multiple-choice test that is similar in structure and content to the real one.
Glossary & Appendices: List of common terms, charts, and tables with which all certification candidates need to be familiar.

I hope this helps anyone on their journey towards achieving their ICML MLT certifications. Good luck to those who are getting ready to take these exams.

Written by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd.

Industrial / Strategic Tips

What are Food Grade Lubricants?

Q: What are the classifications for Food grade lubricants?

If you’ve ever dealt with food grade lubricants in the past, you would have noticed that not all food grade lubricants are made to the same standard. When we think about it from a manufacturing standpoint, we can understand the need for varying specifications.

For instance, in a facility there are components that will come into contact directly with the food while there are others that will never make contact with the product being produced for consumption. As with all specifications, the prices of the lubricants created for regular non-food grade usage will differ from those that are specifically designed for food grade usage.

NSF Standards

NSF International is the body responsible for protecting and improving global human health. They also facilitate the development of public health standards and provide certifications that help protect food, water, consumer products and the environment.

Here are the different specifications for each of the food grades (used in most countries)¹:

NSF H1 – General or Incidental Contact

NSF H2 – General – no contact

NSF H3 – Soluble oils

NSF HX-1 – Ingredients for use in H1 lubricants (incidental contact) [usually additives]

NSF HX-2 – Ingredients for use in H2 lubricants (no contact) [usually additives]

NSF HX-3 – Ingredients for use in H3 lubricants (soluble contact) [usually additives]

Usually using a NSF certified lubricant goes hand in hand with an HACCP based food safety program (Hazard Analysis and Critical Control Points).

Here's a bit more info on the Categories and where they should be used³:

H1 - food grade lubricants used in food processing environments where there is a possibility of incidental contact.
H2 - non-food grade lubricants used on equipment and machine parts where there is no possibility of contact
H3 - food grade lubricants which are edible oils used to prevent rust on hooks trolleys and similar equipment.

ISO standards

There are ISO standards that govern food safety. These are;

ISO 22000 – developed to certify food safety systems of companies in the food chain that process or manufacture animal products, products with long shelf life and other food ingredients such as additives, vitamins and biocultures².

ISO 21469 – specifies the hygiene requirements for the formulation, manufacture and use of lubricants that may come into contact with products during manufacturing².

References:

Quick Reference Guide to Categories, NSF USDA. https://info.nsf.org/USDA/categories.html#H1
International Regulations for Food Grade Lubricants. Richard Beercheck. Lubes N Greases Europe- Middle East-Africa. June 2014. https://d2evkimvhatqav.cloudfront.net/documents/nfc_int_regulations_food_grade_lubricants.pdf?mtime=20200420102000&focal=none
Chemistry and the Technology of Lubricants Third Edition by Roy M. Mortier, Malcom F. Fox, Stefan T. Orszuilk (Editors), Chapter 8 Industrial Lubricants, C. Kajdas et al. Springer Dordrecht Heidelberg London New York. DOI 10.1023/b105569

Written by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd.

Industrial / Strategic Tips

FZG Ratings

Q: What does FZG mean and why do gear oils have a rating?

FZG stands for “Forschungsstelle für Zahnräder und Getriebebau”, Technische Universität München (Gear Research Centre, Technical University, Munich), Boltzmannstraße 15, D-85748 Garching, Germany.

There are several FZG tests and these vary to establish different things. We will explore the two most common tests and what they mean.

The FZG tests were designed to accurately determine the types of gear failures that were influenced by scuffing, low speed wear, micropitting and pitting¹. While there are load other tests for gear oils (such as Timken OK test) these do not accurately identify the actual failure stages that gears experience.

FZG A/8.3/90

One of the most commonly used FZG test is the FZG A/8.3/90 according to DIN ISO 14635-1. This is mainly used for evaluating the scuffing properties of industrial gear oils². What do the numbers in the test mean?

The “A” represents an A-type gear with Pinion face width = 20mm, center distance = 91.5mm, number of teeth (pinion) = 16, number of teeth (gear) = 24. These are used in the test and are loaded stepwise in 12 load stages between Hertzian stress of pC= 150 to 1800N/mm².

The “8.3” represents the pitch line velocity of 8.3m/s in which the gears are operated for 15 minutes at each load stage.

The “90” indicates the starting temperature of the oil (90°C) in each load stage under conditions of dip lubrication without cooling.

After each load, the gear flanks are inspected for scuffing marks. However, the fail load stage is determined when the faces of all pinion teeth show a summed total width of damaged areas which is equal or exceeds one tooth width. In the gravimetric test, the gears are dismounted and weighed to determine their weight loss.

FZG A10/16.6R/90

The FZG A10/16.6R/90 on the other hand is used for automotive gear oils (GL4). It is the standard FZG gear rig test but the speed, load, load application and sense of rotation have been slightly altered.

The “A” represents an A-type gear however, these now have a reduced pinion face width to 10mm (from 20mm above).

The “16.6R” represents the increased speed of the pitch line velocity of 16.6m/s in which the gears are operated for 15 minutes at each load stage in a reversed sense of rotation.

The “90” indicates the starting temperature of the oil (90°C) in each load stage under conditions of dip lubrication without cooling.

FZG S-A10/16.6R/90

However, the FZG S-A10/16.6R/90 is the shock level test done for the GL5 oils. In this test the gears are directly loaded in the expected load stage and a PASS or FAIL is issued.

References:

ISO 14635-1:2000 Gears- FZG test procedures- Part 1: FZG test method A/8,3/90 for relative scuffing load carrying capacity of oils.
Test methods for Gear lubricants. Bernd-Robert Hoehn, Peter Oster, Thomas Tobie, Klaus Michaelis. ISSN 0350-350X GOMABN 47, 2,129-152 Stručni rad/Professional paper UDK 620.22.05 : 621.892.094 : 620.1.05

Written by Sanya Mathura, CEO & Founder of Strategic Reliability Solutions Ltd.