Cover Page

Edited by Theo Mang and Wilfried Dresel

Lubricants and Lubrication

Third, Completely Revised and Enlarged Edition

Wiley Logo

List of Contributors

Thorsten Bartels

Dr.-Ing., Weisenheim am. Sand, Germany

Evonik Resource Efficiency GmbH

Director Performance Testing

Wolfgang Bock

Dipl.-Ing., Weinheim, Germany

Fuchs Schmierstoffe GmbH

International Product Management Industrial Oils

Jürgen Braun

Dr. rer. nat., Speyer, Germany

Fuchs Schmierstoffe GmbH

Head of R&D for Industrial Oils

Christian Busch

Prof. Dr. Ing., Zwickau, Germany

Westsächsische Hochschule Zwickau

Vice President

Wilfried Dresel

Dr. rer. nat., Mannheim, Germany

Fuchs Petrolub SE

R&D for Lubricating Greases (International)

Carmen Freiler

Dipl.-Ing., Hüttenfeld, Germany

Fuchs Schmierstoffe GmbH

Head of R&D and Product Management for Metal Cutting Fluids

Apu Gosalia

Dipl.-Kfm/MBA, Mannheim Germany

Fuchs Petrolub SE

Vice President Sustainability & Global Competitive Intelligence

Manfred Harperscheid

Dr. rer. nat., Römerberg, Germany

Fuchs Schmierstoffe GmbH

Head of R&D for Engine Oils

Rolf-Peter Heckler

Dipl.-Ing., Rimbach, Germany

Fuchs Petrolub SE

International Product Management for Lubricating Greases

Dietrich Hörner

Dr. rer. nat., Hassloch, Germany

Fuchs Petrolub SE

International Product Management for Metal working Fluids and Quenching Oils

Franz Kubicki

Dipl.-Ing., Hockenheim, Germany

Fuchs Petrolub SE

International Product Management for Corrosion Preventives and Sheet Metal forming

Georg Lingg

Dr.-Ing., Mannheim, Germany

Fuchs Petrolub SE

Member of the Executive Board, (until 2013)

Achim Losch

Dr. rer. nat., Westhofen, Germany

Fuchs Schmierstoffe GmbH

Head of R&D for Corrosion Preventives, Metal forming and Cleaners

Rolf Luther

Dipl.-Phys., Speyer, Germany

Fuchs Schmierstoffe GmbH

Head of Advanced Development

Theo Mang

Prof. Dr.-Ing., Weinheim, Germany

Fuchs Petrolub SE

Group's Executive Board, Technology, Group Purchasing, Human Resources (retired)

Roman Müller

Chem. Eng., Mannheim, Germany

Fuchs Petrolub SE

Vice President Know How Transfer/Group Laboratory

Christian Puhl

Dipl.-Ing., Grünstadt, Germany

Fuchs Schmierstoffe GmbH

Product Management for Compressor and Turbine Oils

Nael Zaki

Ph.D., Shawnee, Kansas, USA

Fuchs Lubricants Co.

Lubricating Grease R&D Manager

A Word of Thanks

We thank the Vogel-Verlag for permission to use texts and illustrations from the book titled Schmierstoffe in der Metallbearbeitung written by Prof. Dr. Mang, published in Würzburg in 1983.

The authors thank the following persons for their specialist and linguistic contributions:

Prof. Dr. Dieter Schmoeckel and Dirk Hortig, Institut für Produktions- und Umformtechnik, Darmstadt, Germany; Prof. Will Scott, Tribology Research Group, Queensland University of Technology, Australia; Dr. Anand Kakar, FUCHS LUBRICANTS Co., Emlenton, PA; Paul Wilson, FUCHS LUBRICANTS CO., Harvey, IL; Ted McClure, FUCHS LUBRICANTS CO., Harvey, IL; Albert Mascaro, FUCHS LUBRICANTES, Castellbisbal, Spain; Cliff Lea, FUCHS LUBRICANTS (UK), Stoke-on-Trent, UK; Paul Littley, FUCHS LUBRICANTS (UK), Stoke-on-Trent, UK; Heinz-Gerhard Theis, FUCHS, Mannheim, Germany; Mercedes Kowallik FUCHS, Mannheim, Germany; Dr. Helmut Seidel, FUCHS LUBRITECH GmbH, Weilerbach, Gisela Dressler, FUCHS PETROLUB AG, Mannheim, Germany; Ursula Zelter, FUCHS PETROLUB AG, Mannheim, Germany and Jochen Held, Bolanden-Weierhof, Germany.

Roman Müller would extend his special thanks to his former Supervisor and mentor, Siegfried Noll of FUCHS PETROLUB AG, Mannheim, who drew up the initial version of Chapter 18 in the 1st edition of Lubricants and Lubrication.

Dr. Thortsen Bartels, Evonik Resource Efficiency GmbH, Darmstadt, the test laboratory engineers Daniel Debus, Lucas Voigt, test assistants Ludwig Herdel, Marcus Stephan and Robert Cybert for collecting and preparing descriptions, making literature searches, providing valuable information and for preparing figures used in Chapter 19. The author also thanks Wolfgang Bock and Dr. Manfred Harperscheid for the good cooperation, and for providing detailed information and their permission to use their data and figures in Chapter 10.

Prof. Dr. Theo Mang thanks SKF Lubrication Systems Germany AG, formerly Willy Vogel AG, to use the internal papers of the Company in Chapter 20. He thanks especially Frank Bechtloff, Jan Ruiter, Götz Mehr, Alexander Tietz and Hans Gaca. He also thanks Dr. Hermann-J. Gummert, Viersen, Germany, Dr. Kai F. Karhausen, Hydro Aluminium Rolled Products GmbH, Bonn Germany as well as Dr. Hartmut Pavelski, SMS Siemag AG, Erhard Schloemann, Düsseldorf, Germany, for important Information in the area of drawing and rolling (Chapter 15).

Preface to the 3rd Edition

Nine years after the publication of the second edition of Lubricants and Lubrication, its high acceptance motivated the publisher and the editors to realize a third edition. The result is this largely revised and extended version in two volumes.

The use of lubricants is as old as the history of mankind but the scientific analysis of lubrication, friction and wear as an aspect of tribology is relatively new. The reduction of friction along with the reduction or even avoidance of wear by the use of lubricants and lubrication technologies results in energy savings, the protection of resources and also fewer emissions. These benefits describe the economic and ecological importance of this field of work.

This third edition spent more attention to environmental facts, to new energies, test methods for lubricants and modern applications of lubricants with centralized lubrication systems and the removal of lubricants in two additional chapters.

Only recently have lubricants begun to be viewed as functional elements in engineering and this group of substances are also attracting increasing attention from engineers.

This book offers chemists and engineers a clear interdisciplinary introduction and orientation to all major lubricant applications. The book focuses not just on the various products but also on specific application engineering criteria.

The authors are internationally recognized experts. All can draw on many years of experience in lubricant development and application.

This book offers the following readers a quick introduction to this field of work: the laboratory technician who has to monitor and evaluate lubricants; plant maintenance people for whom lubricants are an element in process technology; research and development people who have to deal with friction and wear; engineers who view lubricants as functional elements and as media which influence service life and increasingly safety and environmental protection officers who are responsible for workplace safety, an acceptable use of resources along with the reduction or avoidance of emissions and wastes.

Theo Mang

October 2016 Wilfried Dresel

Abbreviations

AAS Atomic Absorption Spectrometry
ACEA Association des Constructeurs Européens d'Automobiles
Association of the European Car Manufacturers
AD Ashless Dispersant
AENOR Asociación Espanola de Normalización y Certificación
Spanish Association for Normalization and Certification
AFNOR Association Francaise de Normation
French Association for Normalization
AGMA American Gear Manufacturers Association (USA)
API American Petroleum Institute (USA)
ASTM American Society of Testing Materials (USA)
ASTME American Society of Tool and Manufacturing Engineers (USA)
ATF Automatic Transmission Fluid
ATIEL Association Technique de L'Industrie Européenne des Lubrifiants
Technical Association of the European Lubricant Industry
AW Anti-Wear
AWT Almen-Wieland-Test
BAM Bundesanstalt für Materialprüfung (D)
Federal Institute for Materials Research and Testing
BOD Biological Oxygen Demand
CAFE Californian Act for Fuel Emission (USA)
CCEL China Certification Committee for Environmental Labelling of products
CCMC Committee of Common Market Automobile Constructors (EU)
CCS Cold Cranking Simulator
CEC Coordinating European Council for the development of performance tests for lubricants and engine fuels
CETOP Comité Européen des Transmissions Oleohydrauliques et Pneumatiques European Oil Hydraulic and Pneumatic Committee
CFMS Closed-Field Magnetron Sputtering
COD Chemical Oxygen Demand
CONCAWE The Oil Companies' Organization for the Conservation of Clean Air and Water in Europe
CRC Coordinating Research Council (EU)
CVD Chemical Vapor Deposition
CVT Constantly Variable Transmission
DD Detergent and Dispersant
DGMK Deutsche Wissenschaftliche Gesellschaft für Erdöl, Erdgas und Kohle German Scientific Society for Mineral Oil, Natural Gas and Coal
DIN Deutsches Institut für Normung
German Institute for Normalization
DKA Deutscher Koordinierungsausschuß im CEC
German Committee for Coordination in the CEC
DLC Diamond-like amorphous Carbon
DSC Differential Scanning Calorimetry
EBT Electron Beam Texturing
ECP Environmental Choice Program (CDN)
EHD Elastohydrodynamic
EHEDG European Hygienic Equipment Design Group
ELGI European Lubricating Grease Institute
EN European Norm
EP Extreme Pressure
FCC Fuel Catalytic Cracker
FDA Food and Drug Administration (USA)
FM Friction Modifier
FTMS Federal Test Methods Standardization (USA)
FVA Forschungsvereinigung Antriebstechnik (D)
Research Association for Drive Technology
FZG Forschungsstelle für Zahnräder und Getriebebau (D)
Research Center for Toothed Wheel and Gearing Engineering
GC Gas Chromatography
GfT Gesellschaft für Tribologie (D)
Society for Tribology
GOST Gossudarstwenny Obschtschessojusny Standart (former USSR)
State Standard (Governmental Union Standard)
HC Hydrocracked
HD Heavy Duty
HLB Hydrophilic-Lyophilic Balance
HPDSC High Pressure Differential Scanning Calorimetry
HPLC High Pressure Liquid Chromatography
HRC Rockwell C Hardness
HTHS High Temperature High Shear
HVI High Viscosity Index
IARC International Agency for Research on Cancer
IBAD Ion-Beam-Assisted Deposition
ICP Inductively Coupled Plasma Atomic Emission
IFP Institute Francais de Pétrole
French Institute of Petroleum
ILMA Independent Lubricant Manufacturers Association (USA)
ILSAC International Lubricant Standardization and Approval Committee
IP Institute of Petroleum (UK)
ISO International Standard Organisation
ISO VG ISO Viscosity Grade
JEA Japanese Environmental Association
JIS Japanese Industrial Standard
LDF Long Drain Field Test
LIMS Laboratory Information and Management System
LVFA Low Velocity Friction Apparatus
LVI Low Viscosity Index
MAK Maximale Arbeitsplatzkonzentration
Maximum Workplace Concentration
MIL Military Standard (USA)
MLDW Mobil Lube Dewaxing
MQL Minimum Quantity Lubrication
MRV Mini Rotary Viscosimeter
MS Mass Spectroscopy
MSDW Mobil Selective Dewaxing
N-D-M (Refractive Index) n-Density-Molecular Weight
NLGI National Lubricating Grease Institute (USA)
NMR Nuclear Magnetic Resonance
OECD Organization for Economic Cooperation and Development (EU)
OEM Original Equipment Manufacturer
PCMO Passenger Car Motor Oil
PEP Passive Extreme Pressure
PPD Pour Point Depressant
PTFE Polytetrafluorethylene
PVD Physical Vapor Deposition
RAL UZ Reichsausschuß für Lieferbedingungen und Gütesicherung, Umweltzeichen (D)
Imperial Committee for Quality Control and Labelling, Environmental Symbol
RNT Radionuclide Technique
RVT Reichert-Verschleiß-Test
Reichert-Wear-Test
SAE Society of Automotive Engineers (USA)
SCDSC Sealed Capsule Differential Scanning Calorimetry
SHPD Super High Performance Diesel
SRE Standard Reference Elastomer
SRV Schwing-Reibverschleiß Gerät (translatorisches Oszillations-Prüfgerät)
Translatory oscillation apparatus
STLE Society of Tribologists and Lubrication Engineers
STOU Super Tractor Oil Universal
SUS Saybolt Universal Seconds
TAN Total Acid Number
TBN Total Base Number
TDA Thermal Deasphalting
TEI Thailand Environment Institute
TEWL Transepidermal Water Loss
TG Thermogravimetry
TGL Technische Normen, Gütevorschriften und Lieferbedingungen (former DDR)
Technical Standards, Quality Specifications and Terms of Delivery
TLV Threshold Limit Value
TOST Turbine Oil Oxidation Stabilty Test
TRIP Transformation Induced Plasticity
TRK Technische Richtkonzentration (D)
Technical Guideline Concentration
TSSI Temporary Shear Stability Index
UEIL Union Européenne des Indépendents en Lubrifiants
European Union of Independent Lubricant Manufacturers
UHPD Ultra High Performance Diesel
UHVI Ultra High Viscosity Index
UNITI Bundesverband Mittelständischer Mineralölunternehmen (D)
Federal Association of the Middle-class Oil Companies
USDA United States Department for Agriculture
UTTO Universal Tractor Transmission Oil
VAMIL Regeling Willekeurig Afschrijving Milieu-Investeringen (NL)
Regulation of discretion deductions for investments into the environment
VCI Vapor Phase (Volatile) Corrosion Inhibitor
VDA Verband der Automobilindustrie (D)
Automobile Industry Association
VDI Verein Deutscher Ingenieure
Association of German Engineers
VDMA Verband Deutscher Maschinen- und Anlagenbau German Engineering Federation
VDS Volvo Drain Specification
VGB Technische Vereinigung der Großkraftwerkbetreiber (D)
Technical Association of Large Power Plant Operators
VGO Vacuum Gas Oil
VHVI Very High Viscosity Index
VI Viscosity Index
VIE Viscosity Index Extended
VII Viscosity Index Improver
VKA Vier-Kugel-Apparat
Four-Ball-Apparatus
VOC Volatile Organic Compounds
Vp Viscosity-pressure
VPI Vapor Phase Inhibitor
VT Viscosity-Temperature
VTC Viscosity-Temperature-Coefficient
WGK Wassergef_hrdungsklasse
Water Hazardous Class (Water Pollution Class)
XHVI Extra High Viscosity Index
XRF X-ray Fluorescence spectrometry
ZAF Zinc and Ashes Free