Mechanotechnics N4 Sample Chapter
Mechanotechnics N4 Sample Chapter
Mechanotechnics N4 Sample Chapter
NANDE FIHLA
MLUNGISI MDOVU
DUMISANI TANGIRAI
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Acknowledgements:
Module 3 Lubrication
Unit 1 Classification of lubricants .................................................... 36
Unit 2 Fluid film bearings ................................................................. 38
Unit 3 Selection of lubricants ........................................................... 39
Unit 4 Lubrication devices ................................................................ 40
Unit 5 Types of lubricants and their uses ........................................ 44
Module 8 Bearings
Unit 1 Loads acting on shafts ......................................................... 146
Unit 2 Bearing load distribution .................................................... 152
Unit 3 Mean load ............................................................................ 153
Unit 4 Equivalent load .................................................................... 154
2 Metal protection
What is covered?
This module will help you understand how corrosion affects a lot
of metals, and how it is prevented. It further provides information
on the various classes and forms of corrosion, the types of
corrosion tests, surface preparation methods, and the various
painting processes in use.
Learning outcomes
17
LEARNING OUTCOMES
■ Describe corrosion as the destruction of a material as a result of chemical,
electrochemical. or metallurgic interaction between the material and the environment.
Introduction
In 2013, it was estimated that the world was losing roughly 3% of its total annual
production value to corrosion. Experts claimed that if corrosion-control practices
had been put in place, this would have saved the world between 15% and 35% of
these costs. As can be seen, corrosion is a major problem on a global scale, and it is
every engineer’s duty to put control measures in place.
Corrosion
Corrosion is the destruction of a metal as a result of the chemical, electrochemical, or
metallurgic interactions it has with the environment. Metals are generally unstable in their
purified forms, so they tend to go back to their natural ore state by means of corrosion.
To prevent corrosion, it is important to know the factors that influence the
process, i.e. the type of metal, the type of environment it is exposed to, and how the
metal surface is treated. Corrosion generally occurs in the presence of moisture and
oxygen, so most metal protection methods work by isolating either or both of these
agents from the metal. However, the challenge of corrosion is that it is a very slow but
continuous, self-perpetuating process. Thus, once the metal starts corroding, it will
continue doing so even if the corrosive agents are eliminated from the environment.
LEARNING OUTCOMES
■ Explain the two main classes of corrosion.
Introduction
Corrosion can be divided into two main subclasses that are:
■ Chemical corrosion
■ Electrochemical corrosion.
1. Chemical corrosion
Also referred to as oxidation, chemical corrosion occurs when a metal reacts chemically
with oxygen in the air. A good example is the formation of rust in iron, and in its
alloys such as steel. The metals react with oxygen to form a typical red or orange
coating of iron oxide on its surface. Atmospheric corrosion of metals and their
alloys, which is very common in industrial cities, also falls under chemical corrosion.
This results when hydrogen sulphate, nitrogen, sulfur dioxide and carbon dioxide,
released from factories in fumes, combine with moisture in the atmosphere to form
acids such as sulfuric acid, nitric acid, and carbonic acid. These acids then attack
metals through their powerful oxidising natures.
corrosion cell
2. Electrochemical corrosion
metallic path
Electrochemical corrosion consists of two surface reactions – oxidation
and reduction reactions. The electrochemical circuit consists of three conventional current
basic components, namely an anode, a cathode, and an electrolyte.
■ Anode – The electrode that provides electrons. It is usually the anode cathode
site for corrosion.
- ions
■ Cathode – The electrode that receives electrons. It is usually + ions
made up of a metal that needs protection from corrosion.
■ Electrolyte – It provides the environment for electrochemical electrolytic path
reactions. Electrolytes can be an acidic or alkaline aqueous
solution, or even just water.
conventional current
■ Return current path – provides an electrical link between the
two electrodes. Figure 2.1 Elements of electrochemical corrosion
1. Copy the corrosion cell diagram in your notebook and label all the main parts.
Now explain in your own words how the cell works.
2. Compare and contrast the anode and the cathode.
LEARNING OUTCOMES
■ Explain the following forms of corrosion:
■ Surface corrosion
■ Stress corrosion
■ Galvanic corrosion
■ Inter-crystalline corrosion
■ Pitting corrosion.
Introduction
There are five main forms of corrosion that we will be dealing with in this module.
Let us consider each form in greater detail.
1. Surface corrosion
Surface corrosion is the most common form of corrosion, and it mainly involves an
Keywords
electrochemical reaction that proceeds uniformly over the entire exposed surface of
adverse of weather
a metal. Due to adverse weather conditions, especially humidity, anode and cathode
conditions; meaning
harsh, e.g. high spots form on the metal surface where they constantly change position. This form of
temperatures corrosion causes the most damage to metals, in terms of the total mass loss, and is
or humidity very hard to detect since it even occurs beneath a protective layer of paint or grease.
inert of the
environment, meaning 2. Stress corrosion
chemically inactive
When a force for example a dead weight is suddenly applied on a metal, stress
catastrophic corrosion may result. This can even occur to structures in inert surroundings, so
failure total failure,
humidity is not a big factor. Many metal-working processes – activities such as
which cannot
be repaired welding, cold-welding, or forming – are major players in stress corrosion; so, if
metals are subjected to these processes, normalising processes should be performed
soon after to strengthen the metal back to its original form. If normalising processes
are not done, the corrosion can commence without being visible – cracks only
appearing just before catastrophic failure of the structure.
magnesium
corroded end
(anodic)
zinc
aluminium 2017
3. Galvanic corrosion
steel or iron When two dissimilar metals are dipped in a liquid that can
cast iron
lead-tin solders act as a suitable electrolyte, the more reactive metal corrodes
lead first – thereby protecting the other metal. In most cases, the
tin
brass humid atmosphere acts as the electrolyte. Depending on the
copper position of the metal on the galvanic ladder, the metal with
protected end bronzes
(cathodic) silver the lesser resistance corrodes before and to a greater degree
gold than the other.
Figure 2.2 The galvanic ladder
Module 2
Due to various physical and chemical processes, metal particles can gain a charge.
Usually the metal grains may start behaving like a cathode, whilst the boundaries
separating the grains may then behave like an anode. This greatly weakens the grains
and usually results in catastrophic failure. Inter-crystalline corrosion is very common
in stainless steels, and is sometimes called intergranular corrosion.
5. Pitting corrosion
In the presence of moisture, imperfections on a metal surface such as scratches may
form small anodes, whilst the rest of the metal surface acts as the cathode. As the
pitting continues, the scratches ultimately develop into tiny holes all over the surface.
During pitting, the affected areas do not move as they do in surface corrosion. As a
result, pitting corrosion is very hard to predict.
1. In groups, come up with similarities and differences between all the five main
forms of corrosion.
2. As an individual, try to memorise the galvanic ladder.
LEARNING OUTCOMES
■ Explain the most common types of corrosion tests.
Introduction
There are several factors that affect the corrosion rate of metals. These include humidity,
temperature, air pollution, salt water content, acids, or the type of contact between
dissimilar metals.
1. Corrosion tests
Corrosion tests are done to ensure the performance of metals, metal platings, and
coatings. There are several factors that affect the corrosion rate of metals. These
include humidity, temperature, air pollution, salt water content, acids, or the type
of contact between dissimilar metals. In most tests though, only temperature,
humidity, and salt water content are varied. Tests are comparative, which means that
the workpiece is compared with a standard workpiece of known corrosion-resisting
properties. When the tests are complete, we then consider:
■ Changes in mass of the workpiece, i.e. weight loss after removing rust.
Keywords ■ Changes in visual appearance of the workpiece.
mechanical using ■ Changes in mechanical properties such as hardness and strength.
physical force
■ Changes in the corrosive medium.
atomise break ■ Changes in the depth of corrosion.
into fine particles
or droplets ■ Changes in electrical resistance.
heated air
fog
chamber
drain
salt solution
inflow of
thermostat spray nozzle compressed air
Figure 2.3 The salt-spray test
test pieces
humidity
chamber
distilled
water
dry
compressed
air
heating element
shut-off valves
thermostat
distilled
water
heating element
Figure 2.5 The sulfur dioxide test
LEARNING OUTCOMES
■ Describe what each of the following metal-protection processes involves:
■ Cathodic protection
■ Electroplating
■ Anodising
■ Phosphating.
Introduction
When metal structures corrode, they can collapse and cause accidents. The two
easiest ways to avoid corrosion are either to replace a metal with one that does not
corrode easily, e.g. aluminium and stainless steel, or else you can apply a protective
coat of paint to the metal, where applicable. Otherwise, more sophisticated methods
of protecting the metal need to be applied. These include:
■ Cathodic protection
■ Electroplating
■ Anodic protection
■ Phosphating.
1. Cathodic protection
Otherwise known as sacrificial protection, cathodic protection involves the
following steps:
■ The metal requiring protection is made the cathode.
■ A metal higher than it on the galvanic ladder (see Figure 2.2) is made the anode.
■ The two electrodes are then placed in a suitable electrolyte and are joined by
an electric conductor.
A special case of cathodic protection is called galvanizing. This process uses zinc
metal to coat iron and steel parts. Since zinc is higher than iron on the galvanic
ladder, it corrodes first – thereby forming zinc-oxide. This zinc-oxide layer then
inhibits the corrosion of the iron or steel. Cathodic protection is very useful in
the production of steel pipelines for carrying water or fuel. It is also used in the
production of ship hulls, water heater tanks, and even offshore oil platforms.
2. Electroplating
This involves electronically depositing a metal onto another metal. Usually, a thin layer
of nickel, tin, or chromium is deposited on steel in an electrolytic bath. In most cases,
the electrolyte consists of a water solution containing salts of the metal to be deposited.
3. Anodic protection
Anodising is a corrosion control method developed from observing how aluminium
behaves in nature. When pure aluminium metal is exposed to air, it forms a thick
layer of aluminium oxide on its surface which then prevents it from further reaction.
When anodising a metal surface, the following steps should be observed:
■ The metal requiring protection is made the anode.
■ Lead, tin, or graphite is made the cathode.
■ The two electrodes are then dipped in an acidic electrolyte usually made of
chromatic acid, sulfuric acid, or oxalic acid. The circuit is completed using a
direct current power source.
When the current flows, oxygen particles are released on the surface of the anode
and they form an oxide there. Steam is then applied to the metal afterwards so as to
seal the pores on the metal, thereby creating a more durable layer. This protection
method is mostly applied to carbon steel tanks for storing sulfuric acid and 50%
caustic soda. In this case, cathodic protection cannot be used since it cannot
withstand extremely high currents.
4. Phosphating
Phosphate coatings are used to prepare steel, aluminium, zinc, and galvanised
steel for corrosion resistance, lubrication, or as a foundation for painting. Usually,
the parts to be processed are dipped in a dilute solution of phosphoric acid and
phosphate salts, such as iron phosphate or crystalline zinc phosphate. The solution
then reacts with the surfaces of the parts to form a layer of insoluble, crystalline
phosphates. The parts are later washed and dried; if further protection is required,
they can then be sent for chromating.
LEARNING OUTCOMES
■ Describe the following processes that we use to prepare steel for spray
painting: Sandblast cleaning, Descaling, and Grease removal
Introduction
To ensure the quality and durability of metal coatings subjected to corrosion, sufficient
surface preparation is very important. There are five steps that need to be carried out:
■ Thoroughly clean the surface.
■ Remove old paint if present.
■ Remove rust using sandpaper.
■ Fill holes and dents using epoxy filler.
■ Prime the surface.
1. Sandblast cleaning
To smooth out and clean the metal surface, compressed air is used to force sand
grains across the surface at high speeds. To make the process more effective, materials
such as grit, aluminium oxide, or even steel balls may be used in place of sand. Other
factors that can influence the effectiveness are:
■ Air pressure
■ Size of grains
■ Weight of grains
■ Speed of grains
■ Size of the nozzle.
2. Descaling
This involves the removal of oxide deposits from heated metal surfaces before or
during forging operations. During heat treatment processes, scales may form on
a metal surface, thereby discolouring it and reducing its quality. After cleaning,
stripping and pickling, a smooth surface remains. There are three main descaling
methods that you can use.
3. Grease removal
For a thin grease layer on a metal surface, there are several methods of removal
that include applying caustic soda (sodium hydroxide), paint solvents, detergents,
rubbing alcohol, or even household vinegar in some cases. However, in severe
cases, the parts are scrubbed with hot solvent vapours and placed in a vapour
room. The vapours condense on the part to form a liquid flow, which dissolves and
washes the grease away as the liquid drains with gravity. Solvents in use include
trichloroethylene, methyl chloroform, and also methylene chloride.
LEARNING OUTCOMES
■ Explain the following painting processes: Air spray painting, Airless spray
painting, Electrostatic spray painting, and Dip painting.
■ List the advantages and disadvantages of using each of the painting processes.
Introduction
There are four painting processes we need to know about, namely: air spray, airless spray,
and dip and electrostatic spray painting. Let us look at each process in greater depth.
suction pipe
paint
Venturi action
siphon tube
paint container
motor-driven pump
airless spraygun
2. Airless spray painting
Airless spray painting or high-pressure
spray painting is done using a device that
forces paint up a hose and then out of
paint filter
the spray gun through a minute tip. The
nozzle then creates a fan-shaped pattern
of paint onto the surface; to vary the flow
rate, the tip size and the pressure may be
altered. To achieve atomisation when using
viscous fluids with high surface tension, a
heater can be installed between the pump
paint container and filter. This results in temperatures in
the range of 70 ºC to 80 ºC, which keeps
strainer the paint thin and thus reduces the need
for thinners. This also reduces the risk
Figure 2.7 Cold airless or high-pressure spray painting of sagging.
Module 2
■ Very versatile since it can be used for the interiors and exteriors of different
kinds of material.
■ It is very fast.
■ The gun lays paint on a surface evenly, unlike brushes or rollers.
■ Can be applied on rough, textured and damaged surfaces, for example where
paint is peeling.
■ The coating made is thick, so there is no need to overspray.
■ It gives a flawless finish.
■ Water-based paints or paints containing metallic particles can be applied using
this method, as opposed to the electrostatic method.
■ An airless sprayer‘s coating is very ‘wet’ and thus there is good adhesion with
the material.
■ The coating is very durable.
■ There is no need to buy huge quantities of thinners.
■ Overhead spraying is possible.
compressed air
wrap-around effect of high-tension cable
the electrostatic field
paint
Figure 2.8 Electrostatic spray painting
4. Dip painting
Dip painting involves immersing metal parts in a tank of paint, and then draining off
the excess paint in a solvent-saturated atmosphere before drying or curing. Before
immersion, the surface is cleaned using a solvent, a phosphate bath, or sandblasting. This
method is very quick and is most suited for mass production of parts which need coating
on all surfaces. The process is usually highly automated, and thus the parts are moved
on conveyors. The thickness of coating can be controlled by varying the viscosity of
the paint and the rate of withdrawal of parts from the tank. To reduce wastage, it is also
possible to modify the system and incorporate electrostatic spray painting principles.
components
vapour
Module 2
■ Metal parts with challenging geometries, for example wheels and pipes, can
be painted.
■ It is a much simpler and cheaper process.
■ Provides a way cheaper alternative, where powder coating is deemed too expensive.
■ It is very quick.
■ It is highly resistant to corrosion.
■ It can increase the friction or grip of cutting tools such as pliers and shears.
■ It also gives aesthetics to metal surfaces.
Module summary
■ Corrosion causes huge economic losses worldwide and thus needs to be
prevented. There are various metal protection processes available that
can be used to solve the problem of corrosion.
■ There are two subclasses of corrosion, namely chemical and
electrochemical. At times, both chemical and electrochemical corrosion
take place on the same metal. In such a case, stringent measures need to
be taken so that the metal can be saved.
■ There are five main forms of corrosion, namely: surface, stress, galvanic,
inter-crystalline, and pitting. If any one of them is left acting on a metal
without preventative measures being taken, the structure will fail.
■ The salt-spray test, the humidity test, and the sulfur-dioxide test are the
three main tests done to check a metal’s performance against corrosion.
Each test has its own unique pros and cons.
■ There are four main metal protection methods, namely: cathodic
protection, electroplating, anodising, and phosphating. Each method has
its own strengths and weaknesses.
■ Surface preparation is essential before applying a coat of paint;
otherwise the paint may fail to stick to the metal surface. Before
applying paint, a surface must be clean without any dirt or grease on it.
Exam questions
1. There are two main classes of corrosion, namely chemical and
electrochemical corrosion.
a) Describe chemical corrosion (2)
b) Explain electrochemical corrosion (5)
c) Draw a fully-labelled diagram of electrochemical corrosion. (5)
2. Name and describe all five forms of corrosion. (10)
3. Briefly explain the salt-spray test. (5)
4. Make a labelled drawing of the salt-spray test. (5)
5. How is electroplating different from cathodic protection? (4)
6. Describe the following components of an electrolytic circuit:
a) Anode (1)
b) Electrolyte (1)
c) Cathode. (1)
7. Briefly describe galvanising. (3)
8. Explain why sandblasting is very useful in corrosion prevention. (2)
9. What are the differences and similarities between conventional spray
painting and high-pressure spray painting? (10)
10. Discuss the electrostatic method of painting, clearly outlining its pros
and cons. (6)
11. Name three popular corrosion tests which are carried out in industry. (3)
12. State three possible causes for each of the following faults that can happen
in the spray process:
a) Excessive paint spray (3)
b) Uneven spray painting (3)
c) Sagging surface (3)
d) Speckle or orange peel effect. (3)
13. State six advantages and four disadvantages of airless spray painting. (10)
14. Explain the dip painting method. (5)
15. Draw a fully-labelled diagram of this method. (5)
Total: 95 marks