askvity

How is oil used as a lubricant?

Published in Lubrication Technology 4 mins read

Oil is used as a lubricant to reduce friction, heat, and wear between moving mechanical components in contact. It achieves this by creating a thin film between surfaces, preventing direct contact and facilitating smoother movement.

Mechanisms of Lubrication with Oil

Oil-based lubricants function through several key mechanisms:

  • Friction Reduction: The primary function of oil is to minimize friction. Instead of two solid surfaces rubbing directly against each other, they slide against the oil film, which has a much lower coefficient of friction. This reduces energy loss and wear.
  • Wear Reduction: By preventing direct contact between moving parts, oil drastically reduces wear. The oil film absorbs pressure and distributes it across a larger area, preventing localized stress and damage.
  • Heat Dissipation: Friction generates heat. Oil helps to dissipate this heat by carrying it away from the contact surfaces. Some oils are specifically formulated with additives to enhance their thermal conductivity.
  • Contaminant Removal: Oil can suspend and carry away contaminants such as dirt, metal particles, and combustion byproducts. This keeps the surfaces clean and prevents abrasive wear. Many oils include detergents and dispersants to aid in this process.
  • Corrosion Prevention: Oil can form a protective barrier against moisture and corrosive substances, preventing rust and corrosion on metal surfaces. Some oils contain additives specifically designed to inhibit corrosion.
  • Sealing: In some applications, oil also acts as a sealant, preventing leaks and maintaining pressure (e.g., in engine cylinders).

Types of Oil Lubrication

The type of oil lubrication can be categorized based on the thickness and properties of the oil film:

  • Hydrodynamic Lubrication (Fluid Film Lubrication): A thick film of oil completely separates the moving surfaces. This is the ideal lubrication regime, resulting in minimal friction and wear. It relies on the speed of movement and the viscosity of the oil to generate sufficient pressure to maintain the film.
  • Elastohydrodynamic Lubrication (EHL): Occurs under very high pressures, such as in gears and rolling element bearings. The pressure causes the surfaces to deform elastically, increasing the contact area and allowing a thin oil film to be maintained. The viscosity of the oil also increases significantly under these pressures.
  • Boundary Lubrication: Occurs when the oil film is very thin or nonexistent, typically at low speeds, high loads, or during start-up. In this regime, lubrication relies on the chemical properties of the oil and additives that form a protective layer on the surfaces. Friction and wear are higher than in hydrodynamic or elastohydrodynamic lubrication.
  • Mixed Lubrication: A combination of hydrodynamic and boundary lubrication. Some areas of the surfaces are separated by a fluid film, while others experience boundary contact.

Examples of Oil as a Lubricant

  • Motor Oil: Used in internal combustion engines to lubricate pistons, bearings, and other moving parts.
  • Transmission Fluid: Used in transmissions to lubricate gears and clutches.
  • Hydraulic Oil: Used in hydraulic systems to transmit power and lubricate moving parts.
  • Gear Oil: Used in gearboxes to lubricate gears and bearings.
  • Cutting Oil: Used in machining operations to lubricate and cool the cutting tool and workpiece.

In summary, oil functions as a lubricant by creating a thin, protective film between moving parts, minimizing friction, wear, and heat, while also removing contaminants and preventing corrosion. The specific mechanism and effectiveness of lubrication depend on factors like oil viscosity, speed, load, and surface properties.

Related Articles