base oil
Base oil is the name given to lubrication grade oils initially produced from refining crude oil (mineral base oil) or through chemical synthesis (synthetic base oil). Base oil is typically defined as oil with a boiling point range between 550 and 1050 F, consisting of hydrocarbons with 18 to 40 carbon atoms. This oil can be either paraffinic or napthenic in nature depending on the chemical structure of the molecules.
Base stocks are classified inot various grades including Neutral, Solvent Neutral, Bright Stocks, The most common names are for group I (SN: Solvent Neutral), for group II (N: Neutrals) and group III grade names refer to the viscosity (4cst, 6cst, 8cst …).
Understanding Base Oil
Base Oils Lubricants have been around since ancient times. The Petroleum-based Lubricants business started in mid 1800’s. The initial processing was limited to separation by boiling point. Most people know the key driver of the production for lubricants are Base Oils.
Mineral Base Oil
Modern mineral base oils are the result of a long and complex distillation and refining processes. The feedstock used is crude oil. This substance is not of uniform quality but consists of several thousands of hydrocarbon compounds in which the elements carbon and hydrogen are present in all molecules and, in part, are bound to other elements.
The hydrocarbons can be divided into three main groups: paraffinic, naphthenic and aromatic. Paraffinic hydrocarbons can be further
divided into two subgroups: normal paraffinic and iso-paraffinic.
Paraffinic hydrocarbons are the best lubricants. The distillation process in the refinery separates the hydrocarbons contained in the crude into cuts based on the molecule size.
Furthermore, as many unwanted substances as possible are removed in the process, such as sulphur, aromatic hydrocarbons, paraffin wax, etc. In other words the mineral oil production process is physical cleaning and the end product is so-called paraffinic base oil.
Most of the hydrocarbons in the base oil are paraffinic, but it also contains naphthenic and aromatic molecules. When the finished lubricant, such as motor oil, is made of these, several additive compounds are used to improve the base oil properties.
The final outcome can also be so-called naphthenic base oil, where most of the hydrocarbons are naphthenic. Their cold properties are excellent.
Typical Properties Each Base Oil Groups
Base stocks are classified inot various grades including Neutral, Solvent Neutral, Bright Stocks, The most common names are for group I (SN: Solvent Neutral), for group II (N: Neutrals) and group III grade names refer to the viscosity (4cst, 6cst, 8cst …).
Understanding Base Oil
Base Oils Lubricants have been around since ancient times. The Petroleum-based Lubricants business started in mid 1800’s. The initial processing was limited to separation by boiling point. Most people know the key driver of the production for lubricants are Base Oils.
Mineral Base Oil
Modern mineral base oils are the result of a long and complex distillation and refining processes. The feedstock used is crude oil. This substance is not of uniform quality but consists of several thousands of hydrocarbon compounds in which the elements carbon and hydrogen are present in all molecules and, in part, are bound to other elements.
The hydrocarbons can be divided into three main groups: paraffinic, naphthenic and aromatic. Paraffinic hydrocarbons can be further
divided into two subgroups: normal paraffinic and iso-paraffinic.
Paraffinic hydrocarbons are the best lubricants. The distillation process in the refinery separates the hydrocarbons contained in the crude into cuts based on the molecule size.
Furthermore, as many unwanted substances as possible are removed in the process, such as sulphur, aromatic hydrocarbons, paraffin wax, etc. In other words the mineral oil production process is physical cleaning and the end product is so-called paraffinic base oil.
Most of the hydrocarbons in the base oil are paraffinic, but it also contains naphthenic and aromatic molecules. When the finished lubricant, such as motor oil, is made of these, several additive compounds are used to improve the base oil properties.
The final outcome can also be so-called naphthenic base oil, where most of the hydrocarbons are naphthenic. Their cold properties are excellent.
Typical Properties Each Base Oil Groups
| Group | Viscosity Index | Saturates | Sulphur |
|---|---|---|---|
| I | 80 - 120 | <90% | >0.03% |
| II | 80 - 120 | =90% | =0.03% |
| III | >120 | =90% | =0.03% |
| IV | -- |
| Properties | Group I | Group II | Group III | Ultra 4, 5, 6 | Group IV |
|---|---|---|---|---|---|
| Saturates, % | 65-85 | 93~99+ | >95~99+ | >99+ | >99+ |
| Aromatics, % | 15-35 | <1~7 | <1~5 | <1 | <1 |
| Sulphur, ppm | 300~3000 | <5~300 | <0~30 | <1 | n/a |
| Vis 100°C, cSt | 4~32 | <4~30 | <4~8 | 4.0~7.6 | 4~70 |
| VI | 95-105 | 95~118 | 123~150 | 120~135 | 125~150 |
| Pour Point | -15 | -15 | -15 | 22.5~-15 | -45 |
Note that the base oil group category is followed by the manufacturing method and then a description of the oil characteristics for each category.
Production Flow Chart
POUR POINT (ASTM D-92) - The pour point of an oil is the lowest temperature that the oil will flow. Most petroleum based oils have waxes and paraffin that solidify at cold temperatures. Oils with more waxes and paraffins will have a higher pour point while highly refined oils and synthetic oils will have significantly lower pour points. The viscosity of an oil also affects the pour point. An oil with a high viscosity, even though it may be wax and paraffin free, is still limited in it’s pour point due to the higher viscosity.
Pour point is a very important parameter especially for people that live in cold climates. The oil must be able to flow into the oil pump and be pumped to various parts of the engine at the lowest anticipated temperatures. The pour point should not be used as the only selection criteria for cold weather operation. The fact that a motor oil has a specific pour point does not necessarily mean that it will properly pump through the engine at the lowest pour point temperature that the oil is rated for. A combination of low pour point combined with the frictional effect of the oil being pumped through a vane or rotor type oil pump and heat from the engine gradually warming the oil will cause the oil to flow to increase so that it properly flows to the necessary engine components.
Additionally, the pour point of a motor oil can change with time in service as the pour point depressant additives in petroleum based oils are consumed. Synthetic motor oils do not use these pour point depressants and thus have much more consistent pour points after time in service.
FLASH AND FIRE POINT (ASTM D-92) - The flash point is the lowest temperature that a flame will cause the vapors of a lubricant to ignite. The fire point is the lowest temperature that a particular oil will sustain burning for five seconds. The test sample is heated and a flame is brought near its surface. Flash points are the most commonly used flammability tests and are typically used for safety of shipping, handling and storage of lubricants.
Generally, in specific high temperature engine operation an oil with a low flash point would indicate higher volatility and thus may result in higher rates of oil consumption. Flash and fire points can be drastically reduced when fuel contamination is present in a motor oil.
KINEMATIC VISCOSITY (ASTM D-445) - Kinematic viscosity is a measurement of the time taken for a known volume of oil to flow under gravity through a calibrated glass capillary viscometer. Kinematic viscosity is measured at 40 deg. C. (104 deg. F) and 100 deg. C. (212 deg. F.) in order to have standard reporting temperatures. It is essentially the ratio of the viscosity to the density of the oil being tested. Kinematic viscosity is typically measured in centistokes (cSt). Centistokes can be thought of as the result of dividing the dynamic viscosity of an oil by its density, both measured at the same temperature. Dynamic viscosity (measured in centipoise or in Pascal seconds) is the force required to overcome fluid friction in an oil film of a known dimensions and thickness. I will not go into detailed engineering descriptions and calculations of dynamic viscosity as it gets into complex engineering calculations. I will explain kinematic viscosity in relation to practical applications in the selection of a multi viscosity 30-weight motor oil in section 23 of this book.
VISCOSITY INDEX (ASTM D-2270) - The viscosity index is used to determine how much a particular motor oils viscosity changes with temperature. It is a method of applying a number to this rate of change based on a comparison with two arbitrary selected oils (published in tables by the ASTM at a given temperature typically 40 deg. C and 100 deg. C) that have significant variations in viscosity index. A high viscosity index would indicate a low rate of change of viscosity with temperature while a low viscosity index would indicate a high rate of change of viscosity with temperature. High viscosity index motor oils protect better in engines that operate with temperature variations, which includes all auto and light truck engines. Motor oils that have a large amount of viscosity index improvers tend to degrade more rapidly than motor oils that have less viscosity improvers. Synthetic oils, by their inherent nature, have significantly less viscosity improvers than an equivalent viscosity in a petroleum oil and thus tend to have high viscosity index values and are more stable.
HIGH TEMPERATURE / HIGH SHEAR VISCOSITY (ASTM D-4683) - This is a severe service test that measures the viscosity under high temperatures and high shear rates and is measured in units of centipoise. Lubricants with high values in this test will maintain their viscosity in high engine operating temperatures and when exposed to high load/high shear conditions.
NOACK VOLATILITY (ASTM D-5800) - This test is used to determine the evaporative losses of motor oil at high temperatures. Motor oils that have high evaporative losses will have higher rates of oil consumption. In addition, a motor oil that has higher evaporative losses in high temperature operation will have increased lacquer and varnish deposits as well as other negative changes in the particular oils chemical properties. A lower NOACK volatility rating indicates a motor oil that will have less evaporative losses and thus less oil consumption and increased engine protection and resistance to varnish, lacquer and sludge formation in critical engine areas such as pistons, cylinders and valvetrain components.
FOUR BALL WEAR TEST (ASTM D-4172B) - This is one of the most widely known and used test machines for measuring the wear preventative characteristics of lubricating oil. The machine consists of three fixed steel balls and one rotating steel ball. The machine can be set to different speeds, loads and temperatures. The balls are set into a bath of the particular oil being tested and the test is run typically for one hour at a specific load and RPM. At completion of the test the average wear scars on the three fixed balls are measured and reported.
Although this test does not simulate any bearing geometry internal to an engine, it is extremely useful in comparing the wear protection properties of various lubricants. Since the only variable in the test is the particular brand of oil, it provides and accurate comparison as to how well a lubricant will prevent wear inside an engine when compared to another competitive brand of oil of the same viscosity. In other words, it is an “apples to apples” test comparison. The smaller the wear scar the better the protection.
COLD CRANKING SIMULATOR APPARENT VISCOSITY (ASTM-D-2602) - Viscosities that are reported using the kinematic viscosity glass capillary test method do not adequately represent how a motor oils performs under cold cranking conditions. Therefore the Cold Cranking Simulator (CCS) test was developed in order to predict the cold cranking properties of oils used in automotive and truck crankcases. A 5 ml sample of oil is placed in the shear zone of the CCS test machine at room temperature. The shear zone consists of a rotor and stator. Coolant then begins to flow in order to drop the temperature of the oil. After three minutes the engine is run for one minute before the machines rotor speed is read. The CCS viscosity is determined in centipoises (cP) by referencing the speed readings obtained with a special calibration curve determined by standard reference oils. The resultant viscosity is called the apparent viscosity at low temperature. This test is extremely useful in predicting engine-cranking viscosities at specified low temperatures and how easily an engine will start in cold temperatures.
BORDERLINE PUMPING TEMPERATURE (ASTM D-3829) - The borderline pumping temperature is the lowest temperature at which a particular motor oil can be continuously and adequately supplied to the critical components of an internal combustion engine. In order to start an engine in cold temperatures certain minimum cranking speeds are required. If a motor oil exists with a viscosity that
is so high that the engine is not capable of turning over fast enough it will not start. This is the primary reason oil and automotive manufacturers specify specific oil grades in specific ambient temperatures and batteries with adequate.
Cold Cranking Amperage (CCA) - In general, gasoline engines do not require as high of cranking speeds as diesel engines. The colder it gets outside, the higher cranking speeds are required of diesel engines. Diesel engines operate on the principle of adequate compression temperature sufficient to start the combustion process, which in turn depends on the ambient temperature and the cranking speed. This is why diesel engines use higher capacity, higher amperage dual batteries and heated intake air or heated crankcases and fuel tanks. Synthetic motor oils drastically improve the startability of both gasoline and diesel engines at low temperatures.
TOTAL BASE NUMBER (ASTM D-2896) - The Total Base Number (TBN) is a measure of the reserve alkalinity of a motor oil and how well the oil can detergent/dispersant additive package is critical in determining how effective the motor oil is in neutralizing these acids. TBN depletes with time in service. Higher TBN oils are more effective at neutralizing acids for longer periods of time. In engine lubrication systems that use by-special pass filtration systems and do not change oil, TBN is monitored through oil analysis testing and also maintained by replenishing oil added during filter changes and topping off the oil.
A more specific explanation of TBN and TAN is as follows and is repeated as specified by Exxon Mobil. It is very important that you understand TBN: TBN is the quantity of acid, expressed in terms of the equivalent number of milligrams of potassium hydroxide, that is required to neutralize all basic constituents present on one gram of oil. This test is normally used with oils that contain alkaline, acid-neutralizing, additives. The rate of consumption of these additives (TBN depletion) is an indication of the projected serviceable life of the oil. With used oils, it indicates how much acid-neutralizing additive remains in the oil. Typical oils of this nature include diesel engine oils for internal combustion engines that use fuels containing acid-producing constituents such as sulfur or chlorine. As long as any significant amount of TBN remains in the oil, there should not be any strong acids present. However, the nature of high alkaline and metallic antioxidant additives sometimes allow for both TBN and TAN values to be obtained on the same sample. This occurs for both new and used oil (z).
TOTAL ACID NUMBER (ASTM D-664) - The Total Acid Number (TAN) of an oil is the weight in milligrams of potassium hydroxide required to neutralize one gram of oil and is a measure of all the materials in an oil that will react with the potassium hydroxide under specified test conditions. The usual major components of such materials are organic acids, soaps of heavy metals, intermediate and advanced oxidation products organic nitrates, nitro compounds and other compounds that may be present as additives. It is worth mentioning that new and used oil can exhibit both TAN and TBN values.
Organic acids may form as a result of progressive oxidation of the oil, and the heavy metal soaps result from reaction of these acids with metals. Mineral acids (i.e., strong inorganic acids), if present in an oil sample, are neutralized by potassium hydroxide and would, therefore, affect the TAN determination. However, such acids are seldom present except in internal combustion engines using high sulfur fuels or in cases of contamination. Since a variety of degradation products contribute to the TAN value, and since the organic acids present vary widely in corrosive properties, the test cannot be used to predict the corrosiveness of an oil under service conditions (z).
FOAM TESTS (ASTM D-892) - In this first phase of the foam measurement test air is blown through a sample of oil that is maintained at a specific temperature for a specific period of time. When the air supply is shut off the foam volume is measured. This is called the foaming tendency. In the second phase of the test, the foam is allowed to dissipate for ten minutes and then the volume of foam is measured and reported as the foam stability. The foam tendency and foam stability can change with time in service. New oils will have lower tendency to foam and lower foam stability values while oils that are contaminated can have increased values. The additive package in a particular oil is critical in the oils ability to reduce/eliminate foam both when the oil is new and after extended time in service. Certain manufacturers oils have highly effective anti-foaming additive packages and should be considered in applications where foaming is of critical importance.
Note that all oils will foam to a certain extent when agitated, however excessive foaming can lead to problems such as starvation at the oil pump inlet, or foam being drawn into the oil pump inlet with the oil. Foam is also detrimental to hydraulic valve lifter operation and the degree of oil film protection afforded by the oil. Certain motor oils, such as motor oils intended specifically for small high RPM engines typically have a special defoamant blended in the oil formulation. It is also important to note that excessively overfilling an engine crankcase can cause oil foaming, even with defoamants.
Centistoke (cSt) - Centistoke is a unit of kinematic viscosity, based on the amount of force required to beat the internal friction of fluid.
Centipoise (cP) - Centipoise is a unit of dynamic viscosity, often used for expressing the internal friction of oil in low temperatures. The connection of cSt and cP is cP = cSt x fluid density. The temperature must always be given when expressing viscosity with any unit. All oils become much thinner as the temperature rises. A typical viscosity of motor oil SAE 10W at a temperature of -20 °C may be 2,000 cP, but if it heats up to a temperature of +100 °C the viscosity is only 5.2 cSt. Kinematic viscosity is measured by the pictured Ubbelohde viscometer. It measures the time the oil requires to flow from point m1 to point m2.
Viscosity Index - Viscosity index (V.I.) describes the fluid’s tendency to thin as the temperature rises. The stronger the fluid thinning the smaller the viscosity index. The V.I. of single-grade motor oils is about 95-110, and that of multi-grade motor oils even higher than 200.
Production Flow Chart
- Feedstock is separated into distillates and vacuum gas oils
- Vacuum gas oil is sent through the hydro-cracker for conversion
- To saturate the molecules and remove impurities such as nitrogen, sulfur, oxygen and heavy metals, Hydrogen is introduced.
- Under extreme temperature and pressure in the presence of a catalyst, hydro-cracking converts aromatics molecules into saturated Paraffin.
- This process yields stock with lighter in color since the absence of contaminants.
- Long waxy paraffin molecules are restructured into shorter ones, so-Paraffin that resist gelling and improve low temperature pump-ability.
- Hydrogen is introduced again to clean up the remaining and impurities thus enhancing the oxidation and thermal stability of the final product.
POUR POINT (ASTM D-92) - The pour point of an oil is the lowest temperature that the oil will flow. Most petroleum based oils have waxes and paraffin that solidify at cold temperatures. Oils with more waxes and paraffins will have a higher pour point while highly refined oils and synthetic oils will have significantly lower pour points. The viscosity of an oil also affects the pour point. An oil with a high viscosity, even though it may be wax and paraffin free, is still limited in it’s pour point due to the higher viscosity.
Pour point is a very important parameter especially for people that live in cold climates. The oil must be able to flow into the oil pump and be pumped to various parts of the engine at the lowest anticipated temperatures. The pour point should not be used as the only selection criteria for cold weather operation. The fact that a motor oil has a specific pour point does not necessarily mean that it will properly pump through the engine at the lowest pour point temperature that the oil is rated for. A combination of low pour point combined with the frictional effect of the oil being pumped through a vane or rotor type oil pump and heat from the engine gradually warming the oil will cause the oil to flow to increase so that it properly flows to the necessary engine components.
Additionally, the pour point of a motor oil can change with time in service as the pour point depressant additives in petroleum based oils are consumed. Synthetic motor oils do not use these pour point depressants and thus have much more consistent pour points after time in service.
FLASH AND FIRE POINT (ASTM D-92) - The flash point is the lowest temperature that a flame will cause the vapors of a lubricant to ignite. The fire point is the lowest temperature that a particular oil will sustain burning for five seconds. The test sample is heated and a flame is brought near its surface. Flash points are the most commonly used flammability tests and are typically used for safety of shipping, handling and storage of lubricants.
Generally, in specific high temperature engine operation an oil with a low flash point would indicate higher volatility and thus may result in higher rates of oil consumption. Flash and fire points can be drastically reduced when fuel contamination is present in a motor oil.
KINEMATIC VISCOSITY (ASTM D-445) - Kinematic viscosity is a measurement of the time taken for a known volume of oil to flow under gravity through a calibrated glass capillary viscometer. Kinematic viscosity is measured at 40 deg. C. (104 deg. F) and 100 deg. C. (212 deg. F.) in order to have standard reporting temperatures. It is essentially the ratio of the viscosity to the density of the oil being tested. Kinematic viscosity is typically measured in centistokes (cSt). Centistokes can be thought of as the result of dividing the dynamic viscosity of an oil by its density, both measured at the same temperature. Dynamic viscosity (measured in centipoise or in Pascal seconds) is the force required to overcome fluid friction in an oil film of a known dimensions and thickness. I will not go into detailed engineering descriptions and calculations of dynamic viscosity as it gets into complex engineering calculations. I will explain kinematic viscosity in relation to practical applications in the selection of a multi viscosity 30-weight motor oil in section 23 of this book.
VISCOSITY INDEX (ASTM D-2270) - The viscosity index is used to determine how much a particular motor oils viscosity changes with temperature. It is a method of applying a number to this rate of change based on a comparison with two arbitrary selected oils (published in tables by the ASTM at a given temperature typically 40 deg. C and 100 deg. C) that have significant variations in viscosity index. A high viscosity index would indicate a low rate of change of viscosity with temperature while a low viscosity index would indicate a high rate of change of viscosity with temperature. High viscosity index motor oils protect better in engines that operate with temperature variations, which includes all auto and light truck engines. Motor oils that have a large amount of viscosity index improvers tend to degrade more rapidly than motor oils that have less viscosity improvers. Synthetic oils, by their inherent nature, have significantly less viscosity improvers than an equivalent viscosity in a petroleum oil and thus tend to have high viscosity index values and are more stable.
HIGH TEMPERATURE / HIGH SHEAR VISCOSITY (ASTM D-4683) - This is a severe service test that measures the viscosity under high temperatures and high shear rates and is measured in units of centipoise. Lubricants with high values in this test will maintain their viscosity in high engine operating temperatures and when exposed to high load/high shear conditions.
NOACK VOLATILITY (ASTM D-5800) - This test is used to determine the evaporative losses of motor oil at high temperatures. Motor oils that have high evaporative losses will have higher rates of oil consumption. In addition, a motor oil that has higher evaporative losses in high temperature operation will have increased lacquer and varnish deposits as well as other negative changes in the particular oils chemical properties. A lower NOACK volatility rating indicates a motor oil that will have less evaporative losses and thus less oil consumption and increased engine protection and resistance to varnish, lacquer and sludge formation in critical engine areas such as pistons, cylinders and valvetrain components.
FOUR BALL WEAR TEST (ASTM D-4172B) - This is one of the most widely known and used test machines for measuring the wear preventative characteristics of lubricating oil. The machine consists of three fixed steel balls and one rotating steel ball. The machine can be set to different speeds, loads and temperatures. The balls are set into a bath of the particular oil being tested and the test is run typically for one hour at a specific load and RPM. At completion of the test the average wear scars on the three fixed balls are measured and reported.
Although this test does not simulate any bearing geometry internal to an engine, it is extremely useful in comparing the wear protection properties of various lubricants. Since the only variable in the test is the particular brand of oil, it provides and accurate comparison as to how well a lubricant will prevent wear inside an engine when compared to another competitive brand of oil of the same viscosity. In other words, it is an “apples to apples” test comparison. The smaller the wear scar the better the protection.
COLD CRANKING SIMULATOR APPARENT VISCOSITY (ASTM-D-2602) - Viscosities that are reported using the kinematic viscosity glass capillary test method do not adequately represent how a motor oils performs under cold cranking conditions. Therefore the Cold Cranking Simulator (CCS) test was developed in order to predict the cold cranking properties of oils used in automotive and truck crankcases. A 5 ml sample of oil is placed in the shear zone of the CCS test machine at room temperature. The shear zone consists of a rotor and stator. Coolant then begins to flow in order to drop the temperature of the oil. After three minutes the engine is run for one minute before the machines rotor speed is read. The CCS viscosity is determined in centipoises (cP) by referencing the speed readings obtained with a special calibration curve determined by standard reference oils. The resultant viscosity is called the apparent viscosity at low temperature. This test is extremely useful in predicting engine-cranking viscosities at specified low temperatures and how easily an engine will start in cold temperatures.
BORDERLINE PUMPING TEMPERATURE (ASTM D-3829) - The borderline pumping temperature is the lowest temperature at which a particular motor oil can be continuously and adequately supplied to the critical components of an internal combustion engine. In order to start an engine in cold temperatures certain minimum cranking speeds are required. If a motor oil exists with a viscosity that
is so high that the engine is not capable of turning over fast enough it will not start. This is the primary reason oil and automotive manufacturers specify specific oil grades in specific ambient temperatures and batteries with adequate.
Cold Cranking Amperage (CCA) - In general, gasoline engines do not require as high of cranking speeds as diesel engines. The colder it gets outside, the higher cranking speeds are required of diesel engines. Diesel engines operate on the principle of adequate compression temperature sufficient to start the combustion process, which in turn depends on the ambient temperature and the cranking speed. This is why diesel engines use higher capacity, higher amperage dual batteries and heated intake air or heated crankcases and fuel tanks. Synthetic motor oils drastically improve the startability of both gasoline and diesel engines at low temperatures.
TOTAL BASE NUMBER (ASTM D-2896) - The Total Base Number (TBN) is a measure of the reserve alkalinity of a motor oil and how well the oil can detergent/dispersant additive package is critical in determining how effective the motor oil is in neutralizing these acids. TBN depletes with time in service. Higher TBN oils are more effective at neutralizing acids for longer periods of time. In engine lubrication systems that use by-special pass filtration systems and do not change oil, TBN is monitored through oil analysis testing and also maintained by replenishing oil added during filter changes and topping off the oil.
A more specific explanation of TBN and TAN is as follows and is repeated as specified by Exxon Mobil. It is very important that you understand TBN: TBN is the quantity of acid, expressed in terms of the equivalent number of milligrams of potassium hydroxide, that is required to neutralize all basic constituents present on one gram of oil. This test is normally used with oils that contain alkaline, acid-neutralizing, additives. The rate of consumption of these additives (TBN depletion) is an indication of the projected serviceable life of the oil. With used oils, it indicates how much acid-neutralizing additive remains in the oil. Typical oils of this nature include diesel engine oils for internal combustion engines that use fuels containing acid-producing constituents such as sulfur or chlorine. As long as any significant amount of TBN remains in the oil, there should not be any strong acids present. However, the nature of high alkaline and metallic antioxidant additives sometimes allow for both TBN and TAN values to be obtained on the same sample. This occurs for both new and used oil (z).
TOTAL ACID NUMBER (ASTM D-664) - The Total Acid Number (TAN) of an oil is the weight in milligrams of potassium hydroxide required to neutralize one gram of oil and is a measure of all the materials in an oil that will react with the potassium hydroxide under specified test conditions. The usual major components of such materials are organic acids, soaps of heavy metals, intermediate and advanced oxidation products organic nitrates, nitro compounds and other compounds that may be present as additives. It is worth mentioning that new and used oil can exhibit both TAN and TBN values.
Organic acids may form as a result of progressive oxidation of the oil, and the heavy metal soaps result from reaction of these acids with metals. Mineral acids (i.e., strong inorganic acids), if present in an oil sample, are neutralized by potassium hydroxide and would, therefore, affect the TAN determination. However, such acids are seldom present except in internal combustion engines using high sulfur fuels or in cases of contamination. Since a variety of degradation products contribute to the TAN value, and since the organic acids present vary widely in corrosive properties, the test cannot be used to predict the corrosiveness of an oil under service conditions (z).
FOAM TESTS (ASTM D-892) - In this first phase of the foam measurement test air is blown through a sample of oil that is maintained at a specific temperature for a specific period of time. When the air supply is shut off the foam volume is measured. This is called the foaming tendency. In the second phase of the test, the foam is allowed to dissipate for ten minutes and then the volume of foam is measured and reported as the foam stability. The foam tendency and foam stability can change with time in service. New oils will have lower tendency to foam and lower foam stability values while oils that are contaminated can have increased values. The additive package in a particular oil is critical in the oils ability to reduce/eliminate foam both when the oil is new and after extended time in service. Certain manufacturers oils have highly effective anti-foaming additive packages and should be considered in applications where foaming is of critical importance.
Note that all oils will foam to a certain extent when agitated, however excessive foaming can lead to problems such as starvation at the oil pump inlet, or foam being drawn into the oil pump inlet with the oil. Foam is also detrimental to hydraulic valve lifter operation and the degree of oil film protection afforded by the oil. Certain motor oils, such as motor oils intended specifically for small high RPM engines typically have a special defoamant blended in the oil formulation. It is also important to note that excessively overfilling an engine crankcase can cause oil foaming, even with defoamants.
Centistoke (cSt) - Centistoke is a unit of kinematic viscosity, based on the amount of force required to beat the internal friction of fluid.
Centipoise (cP) - Centipoise is a unit of dynamic viscosity, often used for expressing the internal friction of oil in low temperatures. The connection of cSt and cP is cP = cSt x fluid density. The temperature must always be given when expressing viscosity with any unit. All oils become much thinner as the temperature rises. A typical viscosity of motor oil SAE 10W at a temperature of -20 °C may be 2,000 cP, but if it heats up to a temperature of +100 °C the viscosity is only 5.2 cSt. Kinematic viscosity is measured by the pictured Ubbelohde viscometer. It measures the time the oil requires to flow from point m1 to point m2.
Viscosity Index - Viscosity index (V.I.) describes the fluid’s tendency to thin as the temperature rises. The stronger the fluid thinning the smaller the viscosity index. The V.I. of single-grade motor oils is about 95-110, and that of multi-grade motor oils even higher than 200.