Mineral and Synthetic Lubricating Oil Used in Steam or Gas Turbines
Mineral and Synthetic Lubricating Oil Used in Steam or Gas Turbines
Mineral and Synthetic Lubricating Oil Used in Steam or Gas Turbines
for the
Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
Designation: D4304 − 17
Copyright by ASTM Int'l (all rights reserved); Tue Apr 14 16:20:29 EDT 2020
2
Downloaded/printed by
TENNESSEE UNIVERSITY (TENNESSEE UNIVERSITY) pursuant to License Agreement. No further reproductions authorized.
D4304 − 17
TABLE 1 Requirements for Type I Turbine Oils
NOTE 1—The nature of some turbine oil tests are such that they are not necessarily run on each batch of lubricant. The values are only recommended
values. A turbine oil that has been shown to perform successfully in the intended application may be suitable for use even if all values or limits in Table
1 have not been satisfied.
Physical Test Method Limits
ISO—viscosity grade D2422 32 46 68 100
ASTM Color, rating D1500 report report report report
Specific Gravity at 15.6/15.6 °C D4052 report report report report
Flash point, °C, min D92 180 180 180 180
Pour point, °C, max D97A −6 −6 −6 −6
Water Content, m%, max D6304 0.02 0.02 0.02 0.02
Viscosity, cSt (mm2/s) 40 °C D445 28.8–35.2 41.4–50.6 61.2–74.8 90–110
Visual examination at 20 °C ... clear and bright
Chemical:
Total Acid Number, mg KOH/g, max D974B report report report report
Performance
Emulsion characteristics: D1401C
at 54 °C, minutes to 3 mL emulsion, max 30 30 30 N/A
at 82 °C, minutes to 3 mL emulsion, max N/A N/A N/A 60
Foaming characteristics: D892
Sequence I, tendency/stability, mL, max 50/0 50/0 50/0 50/0
Air release, 50 °C, minutes max D3427 5 5 8 17
Rust preventing characteristics D665, Procedure B Pass Pass Pass Pass
Copper corrosion, 3 h at 100 °C, max D130 1 1 1 1
Oxidation stability:D
Hours to neut. No. 2.0, min D943D 2000 2000 1500 1000
Minutes to 175 kPa drop, min D2272 350 350 175 150
1000–h TOST Sludge, mg, max D4310C 200 200 200 ...
1000–h TOST, Total acid number, mg KOH/g, max D4310 report report report ...
Cleanliness as filled into turbine, rating, max ISO 4406–99F 18/16/13 18/16/13 18/16/13 18/16/13
A
Lower pour point may be required for some applications.
B
Test Method D664 may be used as an alternative test method.
C
Applies only to steam turbine oils and combined cycle turbine oils, for example, turbine oils with exposure to water.
D
Test Method D943 is the accepted test method for oxidation stability of new steam turbine oils. It is recognized that Test Method D943 is a lengthy procedure. Test Method
D2272 is a shorter test for quality control. See X1.3.6 for significance of Test Method D2272.
E
Test limits based on ISO 8068 guidance for turbine oils.
F
Systems where the turbine oil is used as the control oil may require lower particle counts, suggest 16/14/11.
Copyright by ASTM Int'l (all rights reserved); Tue Apr 14 16:20:29 EDT 2020
3
Downloaded/printed by
TENNESSEE UNIVERSITY (TENNESSEE UNIVERSITY) pursuant to License Agreement. No further reproductions authorized.
D4304 − 17
TABLE 2 Requirements for Type II Turbine Oils
NOTE 1—The nature of some tests are such that they are not necessarily run on each batch. The values are only recommended values. An oil that has
been shown to perform successfully in the intended application may be suitable for use even if all values in Table 2 have not been satisfied.
Physical Test Method Limits
ISO—viscosity grade D2422 32 46 68 100 150
ASTM Color, rating D1500 report report report report report
Specific Gravity at 15.6/15.6 °C D4052 report report report report report
Flash point, °C, min D92 180 180 180 180 210
Pour point, °C, max D97A –5 –5 −5 −5 −5
Water Content, m%, max 0.02 0.02 0.02 0.02 0.02
Viscosity, cSt, 40 °C (mm2/s) D445 28.8–35.2 41.4–50.6 61.2–74.8 90–110 135–165
Visual examination at 20 °C ... clear and bright
Chemical:
Total Acid Number, mg KOH/g, max D974B 0.2 0.2 0.2 report report
Performance:
Emulsion Characteristics:C D1401
at 54 °C, minutes to 3 mL emulsion, max 30 30 30 ... ...
at 82 °C, minutes to 3 mL emulsion, max ... ... ... 60 60
Foaming characteristics: D892
Sequence I, tendency/stability, mL, max 50/0 50/0 50/0 50/0 50/0
Air release, 50 °C minutes max D3427 5 5 10 17 25
Rust preventing characteristics D665, Procedure B pass pass pass pass pass
Copper corrosion, 3 h at 100 °C, max D130 1 1 1 1 1
Oxidation stability:D
Hours to neut. No. 2.0, min D943D 3500 3000 2500 1000 1000
Minutes to 175 kPa drop, min D2272 350 350 175 150 150
Cleanliness as filled into turbine, rating, max ISO 4406–99F 18/16/13 18/16/13 18/16/13 18/16/13 18/16/13
Load carrying capacity:
FZF Scuffing fail stage, min D5182G 8 8 8 9 9
A
Lower pour point may be required for some applications.
B
Test Method D664 may be used as alternative method.
C
Applies only to steam turbine oils and combined cycle turbine oils, for example, turbine oils with exposure to water.
D
Test Method D943 is the accepted test method for oxidation stability of new steam turbine oils. It is recognized that Test Method D943 is a lengthy procedure. Thus, Test
Method D2272 is a suggested shorter test for quality control. See X1.3.6 for significance of Test Method D2272.
E
Test limits based on ISO 8068 guidance for turbine oils.
F
Systems where the turbine oil is used as the control oil may require lower particle counts, suggest 16/14/11. Confirm OEM specific guidance.
G
Higher values may be required for some applications.
Copyright by ASTM Int'l (all rights reserved); Tue Apr 14 16:20:29 EDT 2020
4
Downloaded/printed by
TENNESSEE UNIVERSITY (TENNESSEE UNIVERSITY) pursuant to License Agreement. No further reproductions authorized.
D4304 − 17
TABLE 3 Requirements for Type III Turbine Oils
NOTE 1—The nature of some turbine oil tests is such that they are not necessarily run on each batch of lubricant. The values are only recommended
values. A turbine oil that has been shown to perform successfully in the intended application may be suitable for use even if all values or limits in Table
3 have not been satisfied.
Physical Test Method Limits
ISO—viscosity grade D2422 32 46
ASTM Color, rating D1500 report report
Specific Gravity at 15.6/15.6 °C D4052 report report
Flash point, °C, min D92 200 200
Pour point, °C, max D97A −6 −6
Water Content, m %, max D6304 0.02 0.02
Viscosity, cSt (mm2/s) 40 °C D445 28.8–35.2 41.4–50.6
Visual examination at 20 °C ... clear and bright
Chemical:
Total Acid Number, mg KOH/g, max D974B report report
Performance:
Emulsion characteristics: D1401C
at 54 °C, minutes to 3 mL emulsion, max 30 30
Foaming Characteristics: D892
Sequence I, tendency/stability, mL, max 50/0 50/0
Air release, 50 °C, minutes max D3427 5 5
Rust preventing characteristics D665, Procedure B Pass Pass
Copper corrosion, 3 h at 100 °C, max D130 1 1
Oxidation stability:D
Hours to neut. No. 2.0, min D943D 5000 5000
RPVOT, minutes to 175 kPa drop, min D2272 750 750
RPVOT, retention after nitrogen treatment, % , min D2272, modifiedE 85 85
1000-h TOST sludge, mg, max D4310C 200 200
1000-h TOST, total acid number, mg KOH/g, max D4310 report report
Cleanliness as filled into turbine rating, max ISO 4406–99G 18/16/13 18/16/13
Load carrying capacity: (optional)
H
FZG Scuffing, fail stage, min D5182 report report
A
Lower pour point may be required for some applications.
B
Test Method D664 may be used as an alternative test method.
C
Applies only to steam turbine oils and combined cycle turbine oils, for example, turbine oils with exposure to water.
D
Test Method D943 is the accepted test method for oxidation stability of new steam turbine oils. It is recognized that Test Method D943 is a lengthy procedure. Test Method
D2272 is a shorter test for quality control. See X1.3.6 for significance of Test Method D2272.
E
Test Method D2272 is performed after the treatment of oil at 121 °C by bubbling clean and dry nitrogen for 48 h at the rate of 3 l/h. The result is expressed as the percent
of life versus the sample without treatment.
F
Test limits based on ISO 8068 guidance for turbine oils.
G
Systems where the turbine oil is used as the control oil may require lower particle counts, suggest 16/14/11. Confirm OEM specific guidance.
H
FZG scuffing test may be required for some geared applications. The required value should be negotiated with the end user.
APPENDIX
(Nonmandatory Information)
X1.1 Physical Properties X1.1.2 Flash Point, Test Method D92—Flash point is the
X1.1.1 ISO-Viscosity Grade, Classification D2422—The In- temperature at which the fluid contained in a test cup and
ternational Standards Organization has established a viscosity heated at a constant rate will flash but not continue to burn
classification system for industrial fluid lubricants. Such lubri- when a flame is passed over the cup. It is indirectly a measure
cants are classified by grades designated as ISO-VG based on of both the volatility of the oil and the flammability of these
their viscosities in centistokes at 40 °C. The choice of viscosity volatiles contained therein. This is mainly of value as a quality
grade for use in a particular turbine should comply with the control test and for regulatory reasons.
turbine manufacturer’s recommendations.
Copyright by ASTM Int'l (all rights reserved); Tue Apr 14 16:20:29 EDT 2020
5
Downloaded/printed by
TENNESSEE UNIVERSITY (TENNESSEE UNIVERSITY) pursuant to License Agreement. No further reproductions authorized.
D4304 − 17
X1.1.3 Pour Point, Test Method D97—The pour point is an X1.2.2 Acid Number by Semi-micro Color-Indicator
indication of the lowest temperature at which the oil will flow Titration, Test Method D3339—This test method, which can be
by gravity. The fluid viscosity must allow the system to start up used in cases in which the amount of sample available to be
and operate at low temperatures. As a practical rule, the fluid analyzed is too small to allow accurate analysis by Test Method
should have a pour point 10 °C below the minimum expected D974, is an alternative to Test Method D974. Test Methods
ambient temperature. D974 and D3339 correlate within the precision for the two test
X1.1.4 Viscosity, Test Method D445—The viscosity of a methods.
turbine oil determines its ability to flow in a lubrication system X1.3 Performance Properties
and to support bearing loads, transfer heat, and operate
hydraulic controls. X1.3.1 Emulsion Characteristics, Test Method D1401—
This test method is used to measure the ability of an oil to
X1.1.5 Visual Examination and ASTM Color, Test Method separate gross amounts of water. Water in turbine systems can
D1500—In the manufacture, distribution, and use of turbine promote oil oxidation, reduce oil stability, promote sludge
oils, fresh oils should be examined for appearance and clarity formation, promote foaming, form emulsions, promote rusting
as a check against contamination. Oils may be compared to a and corrosion, reduce additive concentration, impede
standard reference sample. lubrication, alter fluid viscosity, reduce filter life, and foster
X1.1.6 Cleanliness Test Methods—Insoluble contaminants, bacterial growth.
including metallic and nonmetallic materials, can cause abra- X1.3.2 Foaming Characteristics, Test Method D892—In oil
sive wear of bearings, pumps, and seals; faulty control func- systems having high circulation rates, it is important that air
tioning; plugged oil lines; and reduced filter life. There are introduced through seals or at the reservoir tank is rapidly
several recommended standards for lubrication system clean- released from the fluid without collecting as foam. Foam can
liness published by technical societies and equipment manu- produce cavitation and impede proper oil circulation. Test
facturers. Method D892 measures the tendency of the oil to form foam
X1.1.6.1 Insolubles particles may be evaluated by different and the stability of such foam. There are three sequences:
techniques, such as microscopic particle analysis and counting Sequence I at 24 °C; Sequence II at 93.5 °C; and Sequence III
or electronic particle counting according to ISO 4406–99, is at 24 °C, using the same sample tested in Sequence II.
recommended. (No standard test method is identified.)
X1.3.3 Air Release, Test Method D3427—Agitation of lu-
X1.1.6.2 Automatic Particle Counting, Test Method D7647 bricating oil with air in equipment may produce a dispersion of
for lubricating and hydraulic fluids using dilution techniques to finely divided air bubbles in the oil. If the residence time in the
eliminate the contribution of water and interfering soft particles reservoir is too short to allow air bubbles to rise to the surface,
by light extinction. a mixture of air and oil will circulate through the lubrication
X1.1.7 Water Content—Knowledge of the water content of system. This may result in the loss of oil pressure, incomplete
turbine oils is important for assessing quality during transfer oil films in contact zones, and if the oil is used in a hydraulic
and use. system, poor system performance. This test method measures
X1.1.7.1 Test Method D6304—This test method covers the the time for entrained air content to fall to the relatively low
direct determination of water in the range of 10 mg ⁄kg to value of 0.2 % volume under standardized test conditions, and
25 000 mg ⁄kg entrained water in petroleum products. Alterna- hence permits the comparison of the oil’s capacity to separate
tive methods suitable for determining trace amounts of water entrained air over a period of time.
may also be used. X1.3.4 Rust Preventive Characteristics, Test Method
X1.1.7.2 Test Method D7546—For determining the mois- D665—This test method measures the ability of an oil to
ture in new and in-service lubrication oils and additives by prevent rusting of steel surfaces when water is present.
relative humidity sensor. Distilled water is used with Procedure A and synthetic sea
X1.1.8 Specific Gravity, Test Method D4052—For shipping water with Procedure B. Procedure A, distilled water, is
and handling logistics, specific gravity, which is the ratio of the typically reserved for testing of in-service oils, where Proce-
mass of a given volume to the mass of an equal volume of dure B, synthetic sea water, is typically utilized in new oil
water, is used. Therefore, specific gravity is dimensionless. The testing.
specific gravity of mineral oils generally varies from 0.83 to X1.3.5 Copper Corrosion, Test Method D130—This test
0.98. method indicates the relative tendency of oils to corrode copper
and copper alloys that may be present in the lubrication system.
X1.2 Chemical Properties X1.3.6 Oxidation Stability—Several laboratory tests are
X1.2.1 Acid Number by Color–Indicator Titration, Test used to indicate oxidation stability of mineral oils, and there is
Method D974—The total acid number is the milligrams of a continuing search to correlate these test results with field
potassium hydroxide (KOH) required to neutralize the acidic experience. The test methods referenced in this document are
constituents in a gram of sample. The initial acid number is Test Methods D943 and D2272.
influenced by base oil and additives. Oils in service oxidize to X1.3.6.1 Test Method D943 reports the time in hours for the
form acids. Thus changes in acid number can be used to acidity to reach 2.0 mg of KOH per gram of sample in a sample
monitor the progress of oxidation of the oil. of oil containing water, in the presence of a steel and copper
Copyright by ASTM Int'l (all rights reserved); Tue Apr 14 16:20:29 EDT 2020
6
Downloaded/printed by
TENNESSEE UNIVERSITY (TENNESSEE UNIVERSITY) pursuant to License Agreement. No further reproductions authorized.
D4304 − 17
wire coiled together and maintained at a temperature of 95 °C at 95 °C (203 °F) for 1000 h. The test is performed using the
(203 °F) with oxygen passing through. This test method Test Method D943 test apparatus. The weight of insoluble
includes the following statements: material is determined gravimetrically by filtration of the
“This method is widely used for specification purposes and oxidation tube contents through a 5-µm pore size filter disk.
is considered of value in estimating the oxidation stability of The determination of the acid number at 1000 h also provides
lubricants, especially those that are prone to water contamina- some indication of the degree to which the oil has become
tion.” oxidized.
“It should be recognized, however, that correlation between (1) Test Method D4310 is most applicable to systems prone
results of this test method and the oxidation stability of a to water ingression, that is, steam turbines. In the case of
lubricant in field service may vary markedly with field service standalone gas turbine systems, excessive water ingress is
conditions and with various lubricants.” abnormal. A modification of Test Method D4310 without water
“Furthermore, in the course of testing a lubricant by this test together with a higher test temperature might be considered. It
method, other signs of deterioration, such as sludge formation should be recognized that no correlation has been established
or catalyst coil corrosion, may appear which are not reflected in between results of this test method and actual field service,
the calculated oxidation lifetime. For cases when it is desired to which may vary markedly with turbine operating conditions
measure sludge formation or catalyst coil corrosion, Test and with various lubricants. Oil samples have exhibited accept-
Method D4310 should be used.” able Test Method D4310 results, and yet some turbine systems
X1.3.6.2 In Test Method D2272, the test oil, water, and have encountered sludge and varnish deposits that can cause
copper catalyst coil, contained in a covered glass container, are unplanned trips or control device failures.
placed in a pressure vessel equipped with a pressure gage. The X1.3.6.4 The correlation of oxidation laboratory test results
pressure vessel is charged with oxygen to a pressure of 90 psi with field service is a difficult one. The tests used and the
(620 kPa), placed in a constant-temperature oil bath set at values given in this specification are a representation of the
150°C, and rotated axially at 100 r/min at an angle of 30° from present state of the art.
the horizontal. The time for the test oil to react with a given
volume of oxygen is measured, completion of the time being X1.3.7 Load Carrying Capacity Test Method D5182—This
indicated by a specific drop in pressure. This test method test method measures the scuffing load capacity of a turbine oil
includes the following statements: in a four square-type gear rig. An FZG Gear Test Machine
“This test method utilizes an oxygen-pressured vessel to (A/83/90°C) is operated at constant speed for a fixed period at
evaluate the oxidation stability of new and in-service turbine successively increasing loads until a predetermined level of
oils having the same composition (base stock and additives). gear scuffing and scoring is reached.
This estimation of oxidation stability is useful in controlling X1.3.8 ISO 6072 Rubber—Compatibility between hydraulic
the continuity of this property. For batch acceptance of fluids and standard elastomeric materials. Rubber articles
production lots having the same composition. It is not intended resembling NBR1 may deteriorate during exposure to turbine
that this test method be a substitute for Test Method D943 or be oil which may affect the performance of the rubber part and
used to compare the service lives of new oils of different may result in partial failure. Utilizing the limits established in
compositions. This test method is also used to assess the ISO 8068 Specification for turbine lubricating oils ASTM
remaining oxidation life of in-service oils.” D4304 attempts to simulate service conditions through con-
X1.3.6.3 Sludge Tendency—Test Method D4310 is used to trolled accelerated testing. However this may not give any
evaluate the tendency of inhibited mineral oil based steam direct correlation with actual part performance, since service
turbine oils and anti-wear hydraulic oils to form sludge during conditions vary too widely. It yields comparative data on which
oxidation in the presence of oxygen, water, and metal catalysts to base judgment as to expected service quality.
SUMMARY OF CHANGES
Subcommittee D02.C0 has identified the location of selected changes to this standard since the last issue
(D4304 – 13) that may impact the use of this standard. (Approved June 1, 2017.)
Copyright by ASTM Int'l (all rights reserved); Tue Apr 14 16:20:29 EDT 2020
7
Downloaded/printed by
TENNESSEE UNIVERSITY (TENNESSEE UNIVERSITY) pursuant to License Agreement. No further reproductions authorized.
D4304 − 17
ASTM International takes no position respecting the validity of any patent rights asserted in connection with any item mentioned
in this standard. Users of this standard are expressly advised that determination of the validity of any such patent rights, and the risk
of infringement of such rights, are entirely their own responsibility.
This standard is subject to revision at any time by the responsible technical committee and must be reviewed every five years and
if not revised, either reapproved or withdrawn. Your comments are invited either for revision of this standard or for additional standards
and should be addressed to ASTM International Headquarters. Your comments will receive careful consideration at a meeting of the
responsible technical committee, which you may attend. If you feel that your comments have not received a fair hearing you should
make your views known to the ASTM Committee on Standards, at the address shown below.
This standard is copyrighted by ASTM International, 100 Barr Harbor Drive, PO Box C700, West Conshohocken, PA 19428-2959,
United States. Individual reprints (single or multiple copies) of this standard may be obtained by contacting ASTM at the above
address or at 610-832-9585 (phone), 610-832-9555 (fax), or service@astm.org (e-mail); or through the ASTM website
(www.astm.org). Permission rights to photocopy the standard may also be secured from the Copyright Clearance Center, 222
Rosewood Drive, Danvers, MA 01923, Tel: (978) 646-2600; http://www.copyright.com/
Copyright by ASTM Int'l (all rights reserved); Tue Apr 14 16:20:29 EDT 2020
8
Downloaded/printed by
TENNESSEE UNIVERSITY (TENNESSEE UNIVERSITY) pursuant to License Agreement. No further reproductions authorized.