KEY TAKEAWAYS
Dry film lubricants are able to face the challenge of providing the corrosion resistant lubrication required for machines operating in extreme conditions such as under heavy loads and at very high or low temperatures.
From a lubrication point
of view, extreme operational conditions may not commonly occur in every
industry, but in some sectors such as defense and aerospace they are encountered
quite often. These challenging conditions may include:
- Very high or very low temperatures
- Variable temperatures
- High or low surface speeds on shafts
- The presence of a vacuum
- Inaccessibility for maintenance or re-lubrication
- The presence of vibrations, extreme loads and
stresses
- Contaminants generated by processes
Petroleum-based lubricating
substances work effectively only when:
- Operating temperatures are in the broad range of
-4°F to 212°F (-20°C to 100°C)
- Tribology parameters enable the lubricant film
to be formed within interacting surfaces, according to the mnemonic MAL/S
- M: Material
- A: Accuracy of clearances and surface speeds
- L: Lubricant film parameters
That match
- S: The load and operational severity
Conditions beyond the ability of
mineral lubricants (i.e., oils and greases) require solid dry film
lubricants.
Dry Film Lubricants
A dry film lubricant is defined
as a solid substance that will reduce friction and prevent wear
and tear (as well as corrosion, preferably) when interposed between two
mating surfaces subjected to relative movement.
Two popular solid lubricants that
cause corrosion when used directly are molybdenum disulfide (MoS2)
and graphite.
In moist environments, MoS2 works
as a cathode to some metals, generating a voltage as high as 0.5
volts. When added to grease, MoS2 can cause accelerated galvanic
corrosion and rusting on ferrous metals. However, molybdenum (the
metal) can be anti-corrosive.
Graphite is corrosive in any
case because it causes selective leaching of iron from gray cast
iron as ferrous particles are removed and the graphite remains, causing
weakening of the structure.
Polytetrafluoroethylene (PTFE) has
excellent corrosion resistance.
Solid Film Lubricants
Solid film lubricants produce a
film that reduces sliding and rolling friction by substantially eliminating
surface-to-surface contact between interacting (mating) surfaces. Depending
upon the lubricating substances used, they may be appropriate for different
temperature ranges and loading conditions. Their corrosion resistance, wear
resistance and coefficient of friction also vary. Some of these are nuclear
radiation resistant and work in a vacuum as well.
In order to be anti-corrosive,
the solid lubricant substances must be bonded with resins,
because they create and maintain a barrier on the substrate to
protect against the agents of oxidation reactions and other forms of corrosion.
Resin-bonded dry film lubricants
with corrosion inhibiting capability have been used in military
applications and have the following three basic components:
- A solid (dry-film) lubricant
- Resin binders
- A solvent
The resin binders must also have
the following characteristics:
- Stability at low and high operating temperature
ranges, and must remain hard at operating temperatures
- The ability to form a film on the surface when
applied
- Compatibility with solid lubricants and the
intended surfaces to be protected
- Resistance to wear and the creation of harmful wear
debris (to ensure a long service life of the solid lubricant
because re-lubrication may not be feasible)
- The ability to provide corrosion protection even in
thin film conditions
Selecting a Dry Film Lubricant
with a Pigment
The formulation of dry film
lubricants with resin binders is similar to the formulation of corrosion
prevention paints and coatings. In this case, the lubricant also works as a
pigment, determining color aesthetics when required. The lubricant pigments
help film formation, which separates the mating surfaces that are in relative
motion, thus ensuring a lower coefficient of friction as well as wear and
corrosion resistance.
Dry film (solid) lubricants are
selected on the basis of their required performance and the environment they
must endure. PTFE, MoS2, graphite, fluorinated ethylene propylene
(FEP), tungsten disulfide (WS2), antimony oxide (Sb2O3),
indium (In) and boron nitride (BN) are some common dry film lubricants.
Atmospheric moisture is
essential for graphite to function as a lubricant, while the desirable
properties of MoS2 are adversely affected by the presence of
moisture. Moisture has no impact on the corrosion or wear resistance of PTFE.
MoS2 is the
obvious choice when a high load carrying capability (up to 250,000 pounds per
sq. inch) is a requirement. Graphite has a load capability of 50,000 pounds per
sq. inch, whereas PTFE has a load carrying capability of only 6,000 pounds per
sq. inch.
While graphite excels in thermal
capacity (up to 1200°F), PTFE and MoS2 can withstand
temperatures of 500°F and 750°F respectively. At higher temperatures the solid
lubricants tend to oxidize and decompose.
Graphite is used in the joints of
rail tracks, locks, firearms, open gear fasteners operating at very high
temperatures, and bearings. However, it has the disadvantage of being electrically
conductive, which can be a source of corrosion as well.
Fluoropolymers like PTFE
have a low coefficient of friction, but have limited load carrying capacity and
thermal capacity.
Boron nitride (hexagonal) and MoS2 have
been applied in the internal parts of space vehicles.
Tungsten disulfide is often used
for ball bearings in space vehicles, but is more expensive. It has better
frictional properties at higher temperatures and higher loads, as compared to
MoS2.
The Importance of the Dry Film Lubricant's Particle Size
The particle size of dry film
lubricants must be carefully controlled because the particle size should be
matched to the substrate's surface roughness. For example, hobbed open gears
should have larger particles of dry film lubricants, whereas finely finished
bearing surfaces and shafts should have finer dry film lubricants.
Lubricant |
Recommended Particle Size |
Graphite |
2.5 to 10 microns |
MoS2 |
2 to 6 microns |
PTFE |
Submicron |
Table 1. Recommended particle
sizes for various lubricants.
Resin Binders
Different types of resins are
used as bonding agents for creating a bond between the surface to be protected
and the dry film lubricant.
Inorganic binders such as silicates
are not moisture resistant and cannot provide corrosion resistance. However, a
Boric Oxide (B2O3) binder along with lead sulfide (PbS)
as a lubricating pigment has been found to ensure wear and corrosion protection
in the high temperature range of 1000°F (538°C). However, it does not function
as a lubricant at temperatures below 1000°F (538°C).
Common types of resin binders
used along with solid film lubricants are generally classified as either:
- Thermosetting binders, or
- Thermoplastic binders
Thermosetting binders are those
resins that require heat energy for curing. Thermoplastic binders can be
cured through a solvent evaporation process (i.e., by ambient air curing). Due
to their curing temperature requirements, thermosetting resins are sometimes
not preferred for military applications.
Thermosetting Resin Binders
Popular thermosetting resin
binders that are often considered for solid film lubricants are phenolic
resins, urethanes, epoxy resins and silicone resins.
A mixture of resins can also be
considered. However each resin has its own drawbacks and advantages. When
selecting a mixture of resins the specific end use must be kept in mind. The
wear debris that is generated by epoxies reduces the lubrication's performance
over the long-term, and hence service life can be short. However epoxies have
good adhesion to metallic substrates. Phenolic resins should not be used
in alkaline environments.
Phenolic resins do not generate
harmful wear debris and are suitable for high vacuum applications. However
their adhesion to metals is not as good as that of epoxy resins. Even silicones
generate harmful debris, although the bonding strength with metals is good. A
combination of phenolics with epoxy resin has been found to produce reasonable
bonding strength with metals for general applications. Ceramic resins need high
temperature curing, which can interfere with the metallurgical properties of
the substrate. Curing temperature and the baking duration is an important
consideration when selecting a resin.
Thermal curing requirements
can be balanced by incorporating a curing component along with the resin. But
this requires accurate formulation and mixing just prior to application.
An accurately formulated and
carefully cured solid dry film lubricant with a thermosetting resin bonded
solid lube system can ensure reasonable corrosion resistance, wear
protection and a longer lubricant functional lifespan of low friction. The
thermosetting resin-bonded solid film lubricant with MoS2 provides
effective wear resistance and corrosion prevention even in a nuclear radiation
environment.
Thermoplastic Resin Binders
with Solvents
The air-drying type of
thermoplastic resin binders, such as acrylic resins, will need a solvent
component. Curing is achieved by allowing the solvent to evaporate so that the
dry film lubricant dispersed in the resin will form a hard coating on the
intended surface. These have a lower temperature limit of -200°F (-129°C) and
an upper limit of 300°F (149°C). They can be formulated as convenient
pressurized sprays. (Thermoplastic binders are discussed in The
Composition of a Paint Coating.)
Acetates, vinyls and alkyds are
the other air-drying type of resins, each having different properties. Thermal
cured (baked in oven) thermoset resin-bonded products generally have a higher
wear life (i.e., durability) as compared to air-cured thermoplastic
resin-bonded products.
Ratio of Lubricant Pigment to Resin Binder
Changing the ratio of the
solid lubricant to the resin binder can have an effect. The amount of solid
lubricant to be dispersed in the resin during formulation is an important
consideration that determines the wear life, friction coefficient and corrosion
resistance. Increasing the lubricant pigment reduces the friction, whereas
decreasing the concentration improves the corrosion resistance and durability.
Solvents
Solvents are chosen on the basis
of resin solubility and the evaporation rate under normal ambient
conditions. The toxic nature of these chemicals, occupational health
considerations and regulatory requirements (e.g., OSHA and EPA) are
also considered.
Water-based dispersions of resins
with lube pigments are gradually replacing the solvent component wherever
feasibility has been established.
Chemical Additives
Additive chemicals are selected
for their ability to enhance flow ability, corrosion protection, wettability
and dispersion capability (anti-settle down tendency). Considerations
of aesthetics and how well they facilitate easy application also factor into
the coating formulation as well.
How to Apply a Formulated Resin-based Product
Surface Pretreatment
Even the best formulations can
fail in service if the surface preparation and application process are not
conducted systematically. For steel surfaces, best results are obtained when
pretreatment includes vapor degreasing, grit blasting with 220
mesh aluminum oxide (Al2O3) and a phosphate
treatment.
Application of a Formulated
Resin-based Product
Resin-bonded dry film lubricant
application methods are similar to corrosion resistant coating application
methods. In most cases, the film thickness needs to be within a range of .0002
to .0005 inches, and needs to be precisely controlled for good corrosion
prevention.
Methods of coating application
such as conventional spray, dipping, electrostatic spray, brush
and roll coating, are all applicable for resin-bonded solid lubricants as well.
Final selection of the method is dependent upon the total surface area, number
of parts to be coated, complexity and dimension of the parts.
Typical Final Products Results
Molybdenum Disulfide (MoS2)
Dispersed in Phenolic Resin
- Can be cured around 300°F (149°C)
- Max operating temperature 520°F (271°C)
- High load carrying capacity
- Good corrosion resistance
- Moderate durability
PTFE in Phenolic Resin
- Can be cured around 404°F (207°C)
- Max operating temperature 520°F (271°C)
- Low load carrying capacity
- Excellent corrosion resistance
- Good durability
Molybdenum Disulfide (MoS2)/Graphite
in Silicone Resin
- Can be cured at 500°F (260°C)
- Max operating temperature 667°F (353°C)
- High load carrying capacity
- Fair corrosion resistance
- Moderate durability
Conclusion
When dry film lubricants such as
molybdenum disulfide and graphite are directly used for lubrication, the
surfaces are prone to corrosion, as these don’t provide corrosion protection.
Thermosetting resins such as
phenolics, urethanes, epoxies and silicones are used as resin binders for
dispersing dry film lubricants and are cured at high temperatures. Each has its
own merits and best use cases. Dry film lubricants dispersed in phenolic resins
don’t produce harmful wear debris, but their bonding strength with the metal
surface is inadequate, whereas epoxies have better bonding strength and but
produce harmful wear debris. When epoxies are combined with phenolics, the
bonded dry film lubricant acquires satisfactory bonding strength as well as a
reduction in wear debris.
When formulating the product, the
ratio of lubricant to the binding resin needs to be carefully controlled. A
higher proportion of dry film lubricant can reduce the coefficient of friction,
but will reduce the durability and corrosion protection.
Air cured thermoplastic resins
such as acrylics are convenient for field application, but the durability in
extreme conditions does not match the properties of thermosetting resins.
To obtain the best performance,
the steel surfaces must first be vapor degreased, grit blasted and phosphated
before spraying the resin-bonded dry film lubricant.
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