Industrial Application of Gear Lubricants

While  it  is  impossible  to give  specific  recommendations  for the  choice  and application of gear  lubricants for  every  type  of  mechanism  which  quently  of  lubrication is possible. Designations  of heavy  duty, medium  duty and  light  duty  gear sets  will  serve as a  basis  for  differentiation in  selection and  application  of  lubricants. Later, comments will be made on gear lubrication in certain industries. Unless otherwise mentioned, enclosed gears will be considered. 

  

Dripfeed Gear Lubrication

Dripfeed application of gear oils may be considered semi-automatic in that it is adjustable to a certain degree. The feed for the oil in this case may be by gravity or even by circulation if the stream in the latter instance can be throttled down sufficiently. In the first case a container can be filled by hand or even a small drum can be connected with piping ending in a valve or cock to permit adjustment of the feed. Here, as the amount of oil in the container becomes less, the feed will decrease. Where such a feed is partly mechanical, the oil will come either from a storage tank to which a pump has delivered it or directly from a circulating line. In either case the amount of used can be calibrated.

While dripfeed can be applied to enclosed gearing it is more often used on open gearing. Here it is applicable to softer types of gear oils including cut back types. This is more desirable method of lubricating open gears than the methods previously mentioned. Also, in case cut back gear oil is used, any vapor from the same will escape slowly and hence will be less of a hazard than if the mixture were sprayed on. Further, there are fewer tendencies to over lubricate by a drip method than with other methods of hand application. Therefore, there is a consequent reduction in waste and poor housekeeping.

Viscosity Temperature Characteristics of Gear Lubricants

Since gear and transmission oils are subjected to widely varying temperatures, particularly in vehicles, it is desirable that such lubricants have as little change in viscosity with temperature changes as is possible. In other words, high V.I. oils are desirable in many gear oil applications and absolutely necessary in certain cases. An illustration of the latter is automatic transmission fluid. Base oils with V.I. values of 90 to 95 are readily available when needed. Where it is desired to increase the V.I. of oil, additives, known as V.I. improvers, are sometimes used. These agents are generally  polymers  which act by either coiling  up or  becoming less  soluble  at  low temperatures but reverse  this action as temperatures  increase,  so as to  contribute increasing body at higher temperatures. In normal gear  operation the shearing  effect  tends to break  down such polymers  into those  of lower molecular weight  which  are  less  effective  as V.I. improvers. However, these agents do have a place in services such as ATF where they maintain their effectiveness.

Certain  high molecular weight  petroleum resins  have been found to improve  the V.I. of some lubricating  oils  and  not  have  the defect  of  breakdown with  shear.