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Readers Challenge    April 23, 2003

Transitioning to a New Lube Supplier

Khalid Malik, Technical Officer, Ontario Power Generation

One must always be careful in doing this practice and it is a real challenge to mix different oils because it is possible in most cases that the two will be incompatible, particularly the additives in each oil.

Of course, changing lube brand is sometime inevitable and we cannot be expected to drain every drop of old oil from the equipment and replace it with the new oil!

The first step I would recommend is to consult with the new supplier any incompatibilities that are known between corresponding products from each vendor that will be used in the same application. Usually, they will provide a cross-reference guide of equivalent products that are compatible and have the same minimum performance specifications. If any doubt exists, compatibility testing should be conducted as follows:

Take three different mixes of oil A and oil B, one at 50:50, one at 90:10 and the third at 10:90 and test for filterability, sediment (possibly caused by additive drop-out), color and clarity, RPVOT, storage stability, demulsibility, rust and corrosion inhibition, air release and foaming tendency. Also seals compatibility will be considered as some base oils are not friendly with elastomers. In Nuclear business, we always recommend for radiation resistance and thermal aging test. Provided all mixtures pass these performance tests, there is a good possibility that the two oils are compatible.

The grease compatibility should also be taken very seriously because in greases, the biggest problem is compatibility of soap thickeners. Incompatible greases can either thicken or thin when mixed and therefore extreme care must be taken when switching from one product to another. In general, without any mixing or compatibility data , all greases should be treated as incompatible. It is strongly recommended that equipment /bearing/ housing should be thoroughly cleaned and purged before introducing the new grease.

See other responses to this Readers Challenge.

 

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