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How does lubricating oil work?

Published in Lubrication Technology 4 mins read

Lubricating oil works by creating a thin film between moving surfaces, reducing friction, heat, and wear. This prevents direct contact between the components, allowing them to move smoothly against each other.

Here's a breakdown of how it achieves this:

Primary Functions of Lubricating Oil:

  • Friction Reduction: The primary function is to minimize friction between moving parts. Instead of metal surfaces rubbing directly against each other, they slide on the lubricating oil film. This significantly reduces the force required to move the parts.

  • Wear Prevention: By preventing direct contact, the oil reduces wear and tear on the surfaces. This extends the lifespan of the components and prevents premature failure.

  • Cooling: As parts move, friction generates heat. The lubricating oil absorbs and dissipates this heat, preventing overheating and damage. In engines, the oil carries heat away from critical areas like pistons and bearings.

  • Contaminant Removal: Lubricating oil helps to carry away contaminants like dirt, debris, and wear particles. These contaminants can cause abrasion and damage if allowed to accumulate. Many lubricating oils contain detergents and dispersants to suspend these particles and keep them from settling.

  • Corrosion Protection: The oil forms a protective barrier that prevents moisture and corrosive substances from reaching the metal surfaces. This helps to inhibit rust and corrosion.

  • Sealing: In some applications, lubricating oil also contributes to sealing. For example, in an internal combustion engine, the oil helps to seal the gaps between the piston rings and the cylinder walls, preventing combustion gases from leaking out.

Mechanisms of Lubrication:

  • Hydrodynamic Lubrication: This is the ideal state where a thick film of oil completely separates the moving surfaces. The movement of the surfaces themselves creates pressure within the oil film, which supports the load. This type of lubrication is common in bearings operating at high speeds and loads.

  • Elastohydrodynamic Lubrication (EHL): This occurs when the surfaces are subjected to very high pressures, causing them to deform elastically. This deformation increases the contact area and allows a thin film of oil to be maintained, even under extreme conditions. EHL is common in gears and rolling element bearings.

  • Boundary Lubrication: This occurs when the oil film is very thin, and the surfaces are in partial contact. In this regime, the lubricant relies on additives called "extreme pressure" (EP) additives to prevent seizure and welding. These additives react chemically with the surfaces to form a protective layer.

Example: Motor Oil in a Car Engine

In a car engine, motor oil is crucial for proper operation. It lubricates the pistons, connecting rods, crankshaft, camshaft, and other moving parts. Without lubrication, these parts would quickly overheat, wear out, and seize, leading to catastrophic engine failure. The oil also helps to cool the engine, remove contaminants, and prevent corrosion. Different engine designs and operating conditions require motor oil with specific viscosity and additive packages to ensure optimal performance and protection.

Summary

Lubricating oil is essential for reducing friction, heat, and wear in mechanical systems. It achieves this by creating a protective film between moving surfaces, preventing direct contact, and carrying away heat and contaminants. The type of lubrication and the specific properties of the oil are tailored to the application to ensure optimal performance and longevity of the components.

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