Fluid Viscosity Selection Criteria PDF
Fluid Viscosity Selection Criteria PDF
Abstract
Newtonian fluid-
Viscosity is one of the most important Fluid whose viscosity is constant over all
criteria in the selection of a hydraulic fluid. A values of shear stress and/or shear rate
hydraulic fluid that is too low in viscosity will such as a petroleum base oil.
cause low volumetric efficiency, fluid Non-newtonian fluid-
overheating, and increased pump wear. A Fluid whose viscosity is not constant over all
hydraulic fluid that is too high in viscosity values of shear stress and/or shear rate
will cause poor mechanical efficiency, such as a polymer-containing petroleum oil
difficulty in starting, and wear due to at significantly high shear rates.
insufficient fluid flow. Selecting the proper Viscosity index-VI
viscosity fluid requires an understanding of Dimensionless value indicating the effect of
the low and high temperature requirements temperature change on the kinematic
of different types of hydraulic components. viscosity of an oil.
The effects of mechanical shear on fluid Shear stability-
viscosity must also be taken into The resistance of a fluid, especially a
consideration. polymer-thickened fluid, to shear
degradation. The higher the shear stability
This article aids users of hydraulic fluids in index, SSI, the more shear degradation of
selecting the proper viscosity fluid by the fluid is likely to occur.
providing a compilation of minimum and
maximum viscosity requirements specified
by a number of manufacturers of hydraulic
pumps and motors. Once the user Effects of Viscosity on System
determines the fluid operating temperature Performance
range, the user will be able to utilize the
method described in this paper to select the The performance of pumps and motors is a
proper viscosity hydraulic fluid. Selecting critical factor in overall hydraulic system
the proper viscosity hydraulic fluid will reliability. Not only must these components
improve the efficiency and life of hydraulic transmit energy, they must do so in an
equipment. efficient manner. There are two elements of
hydraulic efficiency; volumetric efficiency
and mechanical efficiency. Mechanical
Nomenclature (1),(2),(3) efficiency relates to the frictional losses
within a hydraulic component and the
Viscosity- amount of energy required to generate fluid
A fluids resistance to flow. flow. Volumetric efficiency relates to the
Dynamic viscosity- flow losses within a hydraulic component
Viscosity measured under force induced and the degree to which internal leakage
flow. The cgs unit for dynamic viscosity is occurs. Both of these properties are to a
cms/g which is commonly known as a large degree viscosity dependent.
centipoise, cP.
Kinematic viscosity-
Viscosity measured under gravity induced
flow. The cgs unit for kinematic viscosity is
mm2/s which is commonly known as a
centistoke, cSt.
As can be seen in figure 1 (4), mechanical
efficiency varies inversely with fluid
viscosity. Volumetric efficiency on the other
hand increases with fluid viscosity.
Consequently the range of optimum
performance requires a compromise. The
optimal overall efficiency corresponds to
the maximum product of mechanical and
volumetric efficiencies.
E
Viscosity
2
f
Another consequence of excessive viscosity contact takes place. This results in wear
under low temperature conditions is pump within the pump. While it is intuitive that
starvation. Starvation occurs when an wear is undesirable, what is less obvious is
insufficient amount of fluid is supplied to that it predominantly occurs in locations
prime the pump. When this type of failure within a pump that are critical in terms of
occurs it usually results in rupture of the volumetric efficiency. Loss of volumetric
lubricating film, high contact temperatures, efficiency causes the pump to work harder
wear and ultimate pump seizure. to produce the required flow to activate
hydraulic actuators. At the same time, high
temperatures compromise the volumetric
efficiency of hydraulic pumps due to internal
leakage as the result of low viscosity fluid
bypassing critical pump clearances. Thus
inadequate viscosity due to high
temperatures creates a destructive cycle of
rising temperatures and accelerated wear.
3
the likelihood of low temperature lubricant
starvation, low mechanical efficiency and VI improvers are available in various
cavitation. These are the reasons that chemical compositions and molecular
multigrades are often recommended for low weights (Mw) ranging from about 20,000
temperature hydraulic operations. to 900,000 Daltons. Previous studies of
mechanical shearing have documented
Not as often thought of, but just as that different types of equipment impart
important, is the multigrades effectiveness different levels of shearing severity.
for maintaining pumping efficiency at high Kopko and Stambaugh (10)
temperatures. As temperature in a demonstrated the relative severity of
hydraulic system rises, pumping efficiency engines, automatic transmissions (AT),
drops since the increased temperature pumps and hypoid gear sets with
reduces the fluid viscosity leading to polymethacrylate (PMA) VI improvers of
increased internal leakage. Multigraded differing molecular weights as shown in
fluids viscosity will decrease less with figure 5. The higher the Shear Stability
increasing temperature, thus maintaining Index, SSI, the greater the shearing of
optimum pumping efficiency to a higher the polymer.
temperature.
100
Applications 80
70
Gear Hydraulic
As shown in figure 4 (9), when a 60 Oil Fluid
50
Shear
Stress
4
These data also show that shear stability
of a fluid varies with the molecular Table 1 - ISO 3448
weight of the VI improver. The lower the ISO Viscosity Grades
2
molecular weight of the VI improver, the Kinematic Viscosity, 40C (mm /s)
more shear stable the product. In fact, ISO VG Midpoint Minimum Maximum
one can design an entirely shear stable 2 2.20 1.98 2.42
hydraulic fluid by choosing the right 3 3.20 2.88 3.52
molecular weight VI improver for the 5 4.60 4.14 5.06
shear stress of the operation. For a 7 6.80 6.12 7.48
more detailed discussion on multigraded 10 10.0 9.00 11.0
hydraulic fluids, VI improvers and shear 15 15.0 13.5 16.5
stability see reference # 11, chapter 5. 22 22.0 19.8 24.2
32 32.0 28.8 35.2
46 46.0 41.4 50.6
Hydraulic Fluid Viscosity 68 68.0 61.2 74.8
Classification Systems 100 100 90.0 110
150 150 135 165
Several viscosity classification systems are 220 220 198 242
currently used. They were designed to 320 320 288 353
provide lubricant suppliers, users and 460 460 414 506
equipment manufacturers a common, 680 680 612 748
meaningful basis for specifying and 1000 1000 900 1100
selecting lubricants for use. The 1500 1500 1350 1650
classification systems range from the simple
ISO system to the more recent ASTM D There are flaws in the ISO 3448 system.
6080-97. The ISO viscosity grades are not
continuous. Each ISO VG is approximately
ISO Viscosity Grades 50% more viscous than the next lower
In 1975, a co-operative effort between grade. Since the ISO grades are only + or -
ASTM, ASLE, BSI, and DIN resulted in the 10% around the midpoint viscosity, gaps
ISO 3448 Viscosity Classification for exist between grades. A fluid with a
Industrial Liquid Lubricants. This viscosity that does not fall into a ISO VG
classification is commonly referred to as range cannot be formally classified.
ISO viscosity grades. The ISO system
classifies lubricants solely on kinematic Another flaw is that this is a simple viscosity
viscosity measured at 40C. The choice of classification system that addresses only the
40C as the reference temperature is a fluids kinematic viscosity at one
compromise between maximum operating temperature. Because it only deals with
and ambient temperatures. 40C viscosity, ISO 3448 does not deal with
viscosities at higher or lower temperatures
The ISO classification system is made up of that equipment might experience such as
18 ISO viscosity grades, usually written as cold start ups or high temperature
ISO VG. The grades start with ISO VG 2 operations.
and go up to ISO VG 1500. Each grade is
named by the whole number which is the A third flaw with the ISO 3448 system is that
rounded, midpoint viscosity of its associated it does not deal with high or low VI hydraulic
range of viscosity. Each range is + or - 10% fluids. Based on this system, a user cannot
of the midpoint viscosity. The viscosity tell if he has a 30 VI or a 200 VI fluid.
ranges for all the ISO grades are shown in
table 1. The fourth deficiency of this system is that it
only deals with fresh oil viscosity. It does
not take into consideration the hydraulic
fluids used oil viscosity.
5
ASTM D 6080
ASTM D 6080 (Standard Practice for Table 2
defining the Viscosity Characteristics of Low Temperature Viscosity Grades for
Hydraulic Fluids) builds upon the ISO VG Hydraulic Fluid Classification ASTM D 6080
system because of its wide recognition. It ISO Temperature, C for Brookfield
addresses the above issues by including a VG Viscosity of 750 cP
second tier of information that indicates the L5 -50 or below
following: L7 -42 to -49
Cold temperature grade L10 -33 to -41
40C viscosity after shearing L15 -23 to -32
VI after shearing L22 -15 to -22
L32 -8 to -14
The second classification tier does not L46 -2 to -7
require viscosity to fall within the standard L68 4 to -1
ISO ranges. This system is limited to ISO L100 10 to 5
VG 5 through ISO VG 150 since these L150 16 to 11
grades represent the vast majority of
hydraulic fluids. A fluid description under To address the issue of shear stability of VI
ASTM D 6080 would look like the following: improved oils (zz), ASTM D 6080 includes a
kinematic viscosity at 40C after a 40
ISO VG xx minute sonic shear test. Previous work has
Lyy-zz (VI) indicated a strong correlation between this
sonic shear test and mechanical shearing of
Where multigraded fluids in pump service.10
xx is the fresh 40C viscosity grade of
the hydraulic fluid (as per ISO 3448) The viscosity index (VI) of the fluid after the
Lyy is the low temperature viscosity above shear test is also included in this
grade (based on the temperature at classification system in order to provide a
which the fluids viscosity reaches 750 means of calculating the viscosity of the
cP, measured by ASTM D 2983, fluid at any temperature from 40C to
Brookfield viscometer) 100C. This gives a much better
zz is the used oil viscosity at 40C after understanding of a fluids viscosity at the
shearing (in the 40 minute sonic shear pumps operating temperature.
test, ASTM D 5621)
VI is the viscosity index after shearing
(in the same 40 minute sonic shear test) Viscosity Selection Criteria
6
The TOW and ALTOW methods are
discussed in more detail below. An When selecting a hydraulic fluid using TOW
overview of the procedure for viscosity criteria, determine the lowest ambient
selection is depicted in the flow chart, figure temperature at start-up and the highest fluid
8, that appears at the end of this document. temperature in use. This defines the
temperature operating range. Any fluid that
The TOW Method has a Temperature Operating Window, that
The temperature ranges for the viscosity encompasses the temperature operating
grades that appear in the TOW chart, range may be selected for the application.
figure 6, are based upon the calculated For example, consider a plastic injection
temperatures for which a mid-range ISO molding press with a Denison Vane pump.
VG, 100 VI hydraulic fluid has a viscosity This pump is highlighted in bold on table 3.
between 13 and 860 cSt. Based upon the Assume the lowest temperature at start-up
data in table 3, the majority of pumps and is 15C and the maximum for this system is
motors provide satisfactory performance 65C. This operating temperature range
with a fluid that has a minimum viscosity of falls within the TOW of ISO VG 46, 68 and
13 cSt under operating conditions and a 100 fluids. Thus any of these viscosity
maximum start-up viscosity of 860 cSt grades may be selected, assuming they are
(approximately 750 cP). Components listed 100 VI or higher.
in bold in the Equipment Builders Viscosity
Guidelines, table 3, meet this criteria. Thus ALTOW Method
for the components listed in bold, the Many hydraulic applications do not fall
appropriate viscosity grade may be within the TOW system because of wide
determined from the TOW Chart. operating temperature ranges or the pump
manufacturer recommends a viscosity
range of less than the 13 to 860 cSt range
Temperature Operating Window developed for the TOW system. In these
For 13 to 860 cSt applications the optimum fluid viscosity may
Straight Grade, 100 VI Hydraulic Fluid be determined by using a variation on the
ASTM D 341 viscosity-temperature chart. A
viscosity-temperature chart is routinely used
to generate a graphical depiction of the
relationship between viscosity and
temperature. Normally viscosity selections
based upon a viscosity-temperature chart
Temperature, C
7
The procedure for using the attached points on the ALTOW chart. An ISO 22 oil
ALTOW chart, figure 7, is describe below: meets the low temperature requirement and
an ISO 32 oil meets the high temperature
1) Look up the minimum and maximum requirement for this application. Since the
viscosity requirements for system high temperature viscosity grade is greater
pumps and motors. than the low temperature viscosity grade, a
2) Determine the lowest and highest fluid multigrade fluid is required. In this instance
temperature. one would select a fluid that meets the L22-
3) Plot the highest recommended 32 specification per ASTM D 6080. In
viscosity at the lowest fluid temperature applications where the high temperature
on the ALTOW chart. grade is 2 or more ISO viscosity grades
4) Plot the lowest recommended viscosity higher than the low temperature ISO grade,
at the highest fluid temperature on the it is usually necessary to employ seasonal
ALTOW chart. oil changes or use reservoir heaters/coolers.
5) Draw a line through these values that
connects the low temperature and high
temperature areas of the chart. Summary and Conclusions
6) Where the line intersects the horizontal
boxes is the low temperature viscosity This paper provides a compilation of the
grade requirement. viscosity requirements for hydraulic pumps
7) Where the line intersects the vertical and motors. It has been shown that the
boxes is the high temperature viscosity TOW and ALTOW methods can be a simple
grade requirement. and useful means of selecting the
8) If the low temperature viscosity grade appropriate viscosity fluid. By selecting a
is the high temperature viscosity hydraulic fluid with the proper viscosity,
grade requirement, a straight grade designers and users of hydraulic equipment
hydraulic fluid that meets either grade are able to maximize the efficiency,
may be used. reliability and durability of hydraulic
9) If the low temperature viscosity grade equipment.
is < the high temperature viscosity
grade requirement, a multigrade
hydraulic fluid that meets both viscosity References
grades should be used.
(1) Godfrey, D. and Peeler, R. Explanation
For example, consider a compactor of Viscosity Units Lubrication
operating outdoors in Chicago with a Eaton- Engineering, Vol 38, No. 10, Oct 1981,
Vickers mobile piston pump. The low pp 613-614.
temperature at start-up could be as low as (2) Exxon Encyclopedia for the User of
20C. The highest temperature in the Petroleum Products, Lubetext DG-400,
application can reach 65C. This operating 1993.
temperature range does not fall within any (3) ASTM D 6080-97, Annual Book of
of the Temperature Operating Windows for ASTM Standards, Volume 5.03,
straight grade oils given in the TOW Chart, Petroleum Products and Lubricants,
figure 6. Since the TOW method cannot be 1999, ASTM, Philadelphia.
used in this application, the ALTOW method (4) Totten, G.E., Handbook of Hydraulic
should be used. From table 3 it is evident Fluid Technology, Marcel Dekker, New
that the minimum viscosity allowed is 10 cSt York, 2000, p 27.
and the maximum viscosity allowed is 860 (5) Schneider, R.T., Hydraulics &
cSt. On the ALTOW chart, plot 10 cSt , the Pneumatics, Vol. 52, No. 11, Nov 1999,
minimum viscosity allowed, at 65C, the p 47.
maximum fluid temperature expected. Plot (6) Totten, G.E., Handbook of Hydraulic
860 cSt, the maximum viscosity allowed, at Fluid Technology, Marcel Dekker, New
-20C, the minimum fluid temperature York, 2000, p 257.
expected. Draw a line through these 2 (7) Photograph courtesy of Benz Oil.
8
(8) Pump Failure Analysis, Vickers
publication 513-K91JJ, 1991, p 9.
(9) Hyndman, C.W., Kinker, B.G., Placek,
D.G., Shear Stability of Multigraded
Hydraulic Fluids, Hydraulic Failure
Analysis: Fluids, Components, and
Systems Effects, ASTM STP 1339,
2000
(10) Kopko, R.J. and Stambaugh, R.L.
Effect of VI Improvers on the In-
Service Viscosity of Hydraulic Fluids,
1975 SAE Paper 750683.
(11) Kinker, B.G., Fluid Viscosity and
Viscosity Classification, in Handbook of
Hydraulic Fluid Technology, G.E. Totten
ed., Marcel Dekker, New York, 2000,
pp 305-338.
(12) Stambaugh, R.L., Kopko, R.J., Roland,
T.F., Hydraulic Pump Performance - A
basis for Fluid Viscosity Classification,
1990, SAE Paper 901633.
9
Appendix
Table 3
EQUIPMENT BUILDERS VISCOSITY GUIDELINES FOR HYDRAULIC FLUIDS
11
Figure 7
ALTOW Chart
Viscosity-Temperature Chart
100 VI Hydraulic Fluid
Figure 8
Viscosity Selection Process
YES
YES YES*
13