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. 

  

Nonferrous Gears and Their Lubrication

While the tendency is to think only of gears made of ferrous metals, we find in Dudley^16 the statement: “A wide variety of bronzes, aluminum alloys, zinc alloys, and nonmetallic plastics and laminates are used to make gears.”

Fortunately, well refined mineral oils have little action on most of the combinations. We say  combinations  because in  many  cases the nonferrous  gear is driven by a  steel pinion, but when the loads are light and the  gears are small, both members  may be of the nonferrous  material.

Nonreactive oils should be used with nonferrous gears unless specific recommendations state otherwise. This is illustrated in the case of worm gears where the gear is normally made of bronze. The  general  recommendation for  such units is a mineral  oil  containing  tallow, although  often  such  oils  contain  lead  soaps  and  occasionally certain EP agents.

Synthetic fluids, both diesters and “Ucon fluids, have been used as lubricants with nonferrous or ferrous and nonferrous combinations of gears. Where a problem of lubricating  an  unusual combination of  gear  materials is  encountered, the manufacturer of  the gear set should  be  able to  make a safe  recommendation. However, lacking a  suggestion, a well  refined  lubricating  oil  with no reactive additives  present  can  generally be used with safety in the  case of  nonferrous  gear sets.

Adhesion of gear and transmission lubricants

Adhesion is a comparative term, and what is in mind in this case is stickiness which will insure that the lubricant will resist the action of centrifugal force and thus remain on the gear teeth. This quality is most important in the case of open gears. Desirable adhesion is obtained by the use of high molecular weight and high softening point compounds. That is, asphaltic residua, resins, and polymers are largely used for the purpose. Which this type of product is desirable for open gears, it is not suitable for most gear sets because of its high fluid friction and poor cooling effect.

Fatigue wear

Fatigue wear may take place even where gear oil provides a satisfactory lubricating film and there seems to be some question as to what quality of a gear lubricant is responsible for decreasing fatigue wear of gear sets. Hutt^30 presented data from an IAE machine which showed that a 190 per cent increase in fatigue life resulted from an increase in viscosity from 90 to 140 cs at 158 degree (F) . On the other hand, Hundere^29 is of the opinion that it is not viscosity as measured by standard viscometers that controls the effect on surface fatigue. Davidson and KU^20 likewise state: It was found that lubricant viscosity, at least as measured by the conventional viscometric  method, did not have as predominant an effect on  gear tooth surface  fatigue as some other undetermined  lubricant characteristics.

In tests conducted by these investigators the lubricant having  the highest rating  on a Ryder Gear Test ran three to four times as long before pitting occurred as did the other oils examined.

Reduction of wear in gear sets and transmissions

Wear has been defined by a Committee of the Institute  of  Mechanical Engineers as: “Progressive loss  of substance  from the surface of a body  brought  about by mechanical  action ( usually it  reduces the serviceability of  a  body  but  can  be  beneficial  in its  initial  stages  in  running in)”.

It is evident from  this definition  that  what  is desired  in a gear lubricant  is  prevention  of  continuous  wear. With highly loaded moving parts, which include gears, the following types of wear may occur:

                            

                            (a) Abrasive and cutting wear.

                            (b) Corrosive wear           

                            (c) Fatigue wear.

Gear lubricants as structural materials

Since gear sets would not function without a proper lubricant, it has been suggested that gear oils be given the status of structural materials. As early as 1942 Almen^1 stated that a gear lubricant in addition to being: “A lubricant in the usual accepted  sense of a liquid film separating two rubbing surfaces,” should also be considered as “a structural material in the sense that it is an important factor in determining the size of gears.”

More recently, Blok^7a devoted an entire paper to “Gear Lubricants as Constructural Elements”. This author suggests that the designers of gear sets keep in mind that:

“The lubricant is to be conceived as a constructional material, and thus its constructional properties, such as viscosity and antiscuffing properties, well deserve to be accounted for even in an early design state”.

Consequently, Blok^7a plotted curves connecting power transmitted with speed, showing the barriers which must be raised either by improvement in materials or by the use of special lubricants if load capacity of gears is to be increased