Equipment Reliability Institute
ERI News - your reliability newsletter
May 2003 - volume 11


Wayne TustinHello, everyone!

Rather than review for you what articles comprise this May issue, I'm going to let you explore for yourself. Just click on the links below.

"Defining Fluid Temperature & Viscosity Limits for Maximum Hydraulic Component Life" - by Brendan Casey

"EH, ED or RS?" (part 3) - by Wayne Tustin (this has to do with three kinds of shakers).

You perhaps know that I teach about vibration and shock testing. And that I wrote a text "Random Vibration in Perspective" in 1984. I'm working hard to update that book, and hope to announce (in our August issue) a prepublication sale. Publication is scheduled for the Fall, so that we can ship your copy before December 31. The full title of the new book is "A minimal-mathematics introduction to the fundamentals of Random Vibration and Shock Testing, HALT, ESS and HASS, also Measurements, Analysis and Calibration, with applications in the fields of aeronautical, automotive, seismic and shipboard testing".

Hope you enjoy this issue.

Best wishes,
Wayne Tustin

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Defining Fluid Temperature & Viscosity Limits for Maximum Hydraulic Component Life
by Brendan Casey

Many factors can reduce the service life of hydraulic components. Incorrect fluid viscosity is one of these factors. To prevent low (or high) viscosity from cutting short component life, an appropriate fluid operating temperature and viscosity range must first be defined and then maintained on a continuous basis. Before I discuss this in detail, let me explain the interrelationship of fluid temperature and viscosity, and how they impact upon hydraulic component life.

Temperature/Viscosity Relationship of Hydraulic Fluid
The viscosity of petroleum-based hydraulic fluid decreases as its temperature increases and conversely, viscosity increases as temperature decreases. This is why limits for fluid viscosity and fluid temperature must be considered simultaneously. Low fluid viscosity can result in component damage through inadequate lubrication caused by excessive thinning of the oil film, while excessively high fluid viscosity can result in damage to system components through cavitation.

Manufacturers of hydraulic components publish permissible and optimal viscosity values, which can vary according to the type and construction of the component. As a general rule, operating viscosity should be maintained in the range of 100 to 16 centistokes (460 to 80 SUS), however viscosities as high as 1000 centistokes (4600 SUS) are permissible for short periods at start up. Optimum operating efficiency is achieved with fluid viscosity in the range of 36 to 16 centistokes (170 to 80 SUS) and maximum bearing life is achieved with a minimum viscosity of 25 centistokes (120 SUS).

Hydraulic Fluid Viscosity Grades
ISO viscosity grade (VG) numbers simplify the process of selecting a fluid with the correct viscosity for a system's operating temperature range. A fluid's VG number represents its average viscosity in centistokes (cSt) at 40°C. For example, an ISO VG 32 fluid has an average viscosity of 32 centistokes at 40°C. Note that the average fluid viscosity of ASTM and BSI viscosity grade numbers are measured at 100°F (38.7°C). This means that fluids of a given ASTM or BSI grade are slightly more viscous than the corresponding ISO grade.

Determining the Correct Viscosity Grade
In order to determine the correct fluid viscosity grade for a particular application, it is necessary to consider:

  • starting viscosity at minimum ambient temperature;
  • maximum expected operating temperature, which is influenced by maximum ambient temperature; and
  • permissible and optimum viscosity range for the system's components.

In most cases, the machine manufacturer will specify the correct viscosity grade. It is important to understand that the machine manufacturer's recommended viscosity grade should change as the ambient temperature conditions in which the machine operates change.

I say this because several years ago I was involved in the analysis of several premature component failures from a mobile hydraulic machine. The machine was designed and built in the Northern Hemisphere, but was operating in high ambient air temperatures in the Southern Hemisphere. The components had failed due to inadequate lubrication, because of low fluid viscosity.

Investigation revealed that the fluid in the system was ISO VG 32. While this viscosity grade is suitable for cooler climates found in parts of the Northern Hemisphere, it was not suitable for the high ambient temperatures in which this machine was operating. The machine owner confirmed that the manufacturer's fluid recommendation was indeed ISO VG 32.

The machine manufacturer had not altered their fluid viscosity recommendation to take into account the higher ambient temperatures in which this particular machine was operating. This oversight resulted in several premature component failures because of low fluid viscosity.

The machine manufacturer's viscosity grade recommendation can be checked using the viscosity/temperature diagram shown in exhibit 1, assuming the minimum starting temperature and the hydraulic system's maximum operating temperature are known. For example, let's consider an application where the minimum ambient temperature is 15°C, the system's maximum operating temperature is 75°C, the optimum viscosity range for the system's components is between 36 and 16 centistokes and the permissible, intermittent viscosity range is between 1000 and 10 centistokes.

Exhibit 1

From the viscosity/temperature diagram in exhibit 1 it can be seen that to maintain viscosity above the minimum, optimum value of 16 centistokes at 75°C, an ISO VG 68 fluid is required. At a starting temperature of 15°C, the viscosity of VG 68 fluid is 300 centistokes, which is within the maximum permissible limit of 1000 centistokes at start up. If the machine manufacturer's recommendation was ISO VG 32 fluid under the same conditions, I would question it.

A word of warning here - do not change the fluid viscosity grade in a system without consulting the equipment manufacturer. Doing so may void the manufacturer's warranty and/or cause damage to the system's components.

Defining Operating Temperature Limits
Having established that the fluid in the system is the correct viscosity grade for the ambient temperature conditions in which the machine is operating, the next step is to define the fluid temperature equivalents of the optimum and permissible viscosity values for the system's components.

By referring back to the viscosity/temperature curve for VG 68 fluid in exhibit 1, it can be seen that an optimum viscosity range of between 36 and 16 centistokes will be achieved with a fluid temperature range of between 55°C and 78°C. The minimum viscosity for optimum bearing life of 25 centistokes will be achieved at a temperature of 65°C. The permissible, intermittent viscosity limits of 1000 and 10 centistokes equate to fluid temperatures of 2°C and 90°C, respectively.

Going back to our example, this means that with an ISO VG 68 fluid in the system, the optimum operating temperature is 65°C and maximum operating efficiency will be achieved by maintaining fluid temperature in the range of 55°C to 78°C. If cold start conditions at or below 2°C are expected, it will be necessary to preheat the fluid to avoid damage to system components. Intermittent fluid temperature in the hottest part of the system, which is usually the pump case, must not exceed 90°C.

Note that fluid temperatures above 82°C (180°F) damage seals, reduce the service life of the hydraulic fluid and in most cases, will cause the viscosity limits of the fluid to be exceeded. This means that the operation of any hydraulic system at temperatures above 82°C (180°F) is detrimental and should be avoided.

Preventing Damage Caused by High Temperature Operation
To prevent damage caused by high fluid temperature and/or low fluid viscosity, a fluid temperature alarm should be installed in the system and all high temperature indications investigated and rectified immediately. The over-temperature alarm should be set to the temperature at which the minimum, optimum viscosity value is exceeded. As already explained, this will be dependent on the viscosity grade of the fluid in the system. In the example discussed above, the fluid temperature alarm would be set at 78°C.

Continuing to operate a hydraulic system when the fluid is over-temperature is similar to operating an internal combustion engine with high coolant temperature. Damage is almost guaranteed. Therefore, whenever a hydraulic system starts to overheat, shut down the system, find the cause of the problem and fix it!

Brendan Casey has more than 16 years experience in the maintenance, repair and overhaul of mobile and industrial hydraulic equipment. He is the founder of HydraulicSupermarket.com, the most popular independent hydraulics web site on the Internet* and the author of 'Insider Secrets to Hydraulics', the most comprehensive guide to reducing hydraulic equipment operating costs ever published. For more information on reducing the operating cost and increasing the uptime of your hydraulic equipment, visit his website: www.InsiderSecretsToHydraulics.com
*source: alexa.com.

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EH, ED or RS? (part 3)
by Wayne Tustin

In the November 2002 newsletter I described EH or electrohydraulic (sometimes called servohydraulic) shakers. Then in February 03 I discussed ED or electrodynamic shakers, widely used for sine and random vibration (and for some shock) environmental testing. Now I will discuss pneumatic RS (repetitive shock) "bangers". These offer a less expensive way to obtain multi-axis broadband excitation for HALT and HASS.

Pneumatic vibrators such as the unit shown in Figure 1 are used for HALT, ESS and for HASS. Operating off compressed air, these RS or repetitive-shock devices, often combined with fast-ramping thermal chambers, are widely used.

Figure 1 - Pneumatic vibrator

Piston tips are often plastic. This somewhat limits the frequency range to say 5,000 Hz rather than the perhaps 25,000 Hz that would result from steel banging against steel. RS units are attached to the bottom (see Figure 2) of a softly-sprung horizontal platform, as in Figure 3. The devices to be tested or screened are attached topside.

Figure 2 - Pneumatic vibrators attached to platform

The platform translates in X, Y and Z motions and rotates in a, b and g.

Figure 3 - Softly-sprung platform

The purpose of hammering is to excite all possible resonances inside the unit being screened. In my "live" vibration and shock courses, I pass around the class the unit shown here as Figure 4. I encourage everyone to "rap" it with a knuckle and to note that each of the reeds (each has a different natural frequency) quivers briefly. This convinces participants that mechanical shock briefly excites all structural resonances. Let us know if you'd like us to attach a video clip to an e-mail message. These analyzers are available from H.H. Sticht Co. in New York, NY; see http://www.stichtco.thomasregister.com/olc/stichtco/reed.htm.

Figure 4 - Mechanical spectrum analyzer

I strongly endorse ESS and HASS being conducted right in the production area, so that little time elapses between a worker soldering a connection (for instance) and learning that he/she "didn't do it right". We want the worker to get this "feedback" before soldering too many more connections.


Most important: the vibration must simultaneously multi-axis excite all specimen resonances!

Investigations (see Figure 5) directly on the tables of new RS machines show tremendous variations in RMS acceleration. Vertical (Z) axis readings were taken every 4 inches. No doubt the spectra also differ greatly from one location to the next. A fixture covering an appreciable table area probably has an averaging effect.

Figure 5 - RMS g varies greatly

Non-coherence - chaos
Although the various pneumatic vibrator machines are often called "6DoF", this is not strictly true nor very important. What is important is that parts under test respond with three orthogonal and three rotational motions.

Table vibratory motion can be described as spatially non-coherent. I've heard it called "chaotic". There is little similarity between signals from accelerometers that are located close together. And little between axes. Acceleration magnitudes can vary 30:1. For the intended purposes of such tables, this seems tolerable. But it certainly surprises first time users of these platforms.

Are these wide variations from location to location a reason to disdain RS machines in favor of ED shakers? I don't think so. In Chapter 15 of my 2003 text I will tell you of an ED shaker investigation of vibration intensity patterns. Dry sand was sprinkled on the table. It collected in nodal rings. Random vibration spectral detail on ED shakers also varies from location to location. Place an accelerometer close to each of the mounting points of a "black box" on an all-too-typical fixture on an all-too typical ED shaker. Compare the several spectra. You will find wide variations.

Momentary peaks can reach 15x or 20x the indicated acceleration (usually shown in RMS g units), whereas random vibration tests on electrodynamic shakers rarely exceed 3 s (3 "sigma" clipping).

Displacements are very small, usually invisible to the naked eye. Most energy is above 1,000 Hz. Highest frequencies can reach 10 kHz. 25 kHz is available on special order. Spectral peaks can reach 1g2/Hz.

The "basic vibrator" operates at a fixed repetition rate, unfortunately producing a line spectrum rather than the continuous spectrum that many prefer. "Smearing" of the line spectrum is accomplished in different ways by the several HALT/ESS/HASS manufacturers.

Some authorities prefer to use the shock response spectrum (SRS - beyond the scope of this article) to describe RS platform motion, rather than (1) the RMS g's mentioned in Figure 5 or (2) PSD/ASD (power spectral density/acceleration spectral density - also beyond the scope of this article).

Certainly the resulting impulses contain mostly high frequency energy. Not much spectral adjustment is possible. Table motion has little velocity and little displacement. Manufacturers are trying to generate more low frequency force and motion.

Some low-frequency energy appears as a sort of "beating" whenever two vibrators have similar repetition frequencies.

Low-frequency content
For some applications to large hardware, RS machines provide insufficient low-frequency energy. PSD graphs show a low-frequency "rolloff". As (over time) electronic assemblies become smaller and stiffer (higher natural frequencies) RS machines are increasingly useful. Combining pneumatic actuators with EH or ED shakers has been proposed for HASS and HALT on larger assemblies. Meanwhile, changes to some pneumatic hammer designs are said to increase low-frequency excitation. One major testing laboratory - Entela - has developed their pneumatic FMVT - failure mode verification test - machine to address that need.

Wayne Tustin, ERI's president, can be reached by e-mail or phone (805) 564-1260. Read more about Wayne at ERI's website.

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Questions our readers have asked...

This section of our newsletter was created for you, reader! Feel free to send questions or suggestions to the webmaster. One of our specialists will respond.

Q: How many accelerometers do I need?

A:
Wow! That is hard to answer. (Joke: at least one more than you have.) What are you testing? A large satellite? You'll want several hundred. A "black box"? Possibly a dozen. At least one to measure what your shaker is doing. Several on the fixture, close to the several points of load attachment. Several at points on the "box" close to subassembly attach points. And some on some of the subassemblies. The total reaches 12 rather quickly.

Wayne Tustin, ERI's president, can be reached by e-mail or phone (805) 564-1260. Read more about Wayne at ERI's website.

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Laurel, Maryland attendees

From left to right: 1. Walt Ferguson of Hughes Network Systems, Germantown, MD; 2. Dan Mumma, SAIC, Sterling, VA; 3. Ben Robbins, NASA Wallops, VA; 4. Boiris Bayevsky, Talla-Com Industries at FL; 5. Brian Tribelhorn, CSIR, South Africa and Wayne Tustin on the bottom center.

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Laurel-MD class


The furthest-traveling participant in a recent vibration and shock course, held at a Laurel, Maryland, was Brian Tribelhorn of CSIR Defencetek, located at Stellenbosch, near Capetown, South Africa. Brian brought a digital camera and recorded the class. Click here to see the picture.

 

Free web-based training coming up


After the success of the mini web-based training sessions in 2002, the Chicago Chapter of the IEST and B&K decided to continue the project into 2003. Wayne's next session will happen May 6th, at 10am (central time). Please check our websites for more details. Afterward, we will post Wayne's presentation at Vibration & Shock website.

 
Electronic Failures

Sources of contamination and the adverse effects of contamination on high-rel electronic systems are some of the topics that will be discussed in David Douthit's next course. "Contaminants and Moisture can Disrupt your Electronics" will meet June 16-18, 2003.
 
Electronic Circuit Cards

A three-day interactive workshop aimed at shortening the time required for electronics design, vibration testing and (when weaknesses are found) corrective action will meet next June 23-25. "Optimizing HALT, ESS and HASS of Electronic Circuit Cards" will be presented again by John Starr at Santa Barbara, CA.
 

Vibration and Shock in Switzerland


"Vibration and shock training surrounded by the Alps" is one way to describe Markus Dumelin's event at Thun, Switzerland October 14-16. Details can be found here.

On the same dates, Wayne will offer similar training at Newport, Rhode Island. Details can be found on our websites.

 
Vibration and Shock courses coming up


Wayne Tustin will teach short courses in vibration testing, shock testing, measurement, analysis, calibration, HALT, ESS and HASS at the following locations:

Bohemia, New York,
May 13-15, 2003

Seattle, Washington, August 12-14, 2003

Santa Barbara, California, August 26-28, 2003

Detroit, Michigan
October 8-10, 2003

Newport, Rhode Island
October 14-16, 2003

Palatine, Illinois
November 5-7, 2003

 
Announcements


ESTECH 2003
Where will you be the week of May 19th? I hope many of you will be at the Hyatt Regency, at Phoenix, for the IEST annual meeting, and will talk with me. Visit the IEST website for details


AST Meeting
Now, where will you be October 20-24? If you're interested in Accelerated Stress Testing, click here for details of this Seattle meeting
.


Shock and Vibration Symposium
On October 27-31 the 74th annual Shock and Vibration Symposium will meet in San Diego. Click here for details. Wayne is to tutor on fixture design, fabrication and usage.


Reliability Symposium
The CRMS Reliability Symposium will meet October 2003, in Ottawa, Canada. Click here to visit their website and get more information
.

 
Contact information


ERI - Equipment Reliability Institute
1520 Santa Rosa Ave.
Santa Barbara - CA - 93109
Tel: (805) 564-1260
Our fax number:
(805) 966-7875

Wayne Tustin tustin@equipment-
reliability.com

Webmaster webmaster@equipment
- reliability.com

Websites
http://www.equipment-
reliability.com

http://vibrationand
shock.com

Copyright © 2000-2003 Equipment Reliability Institute. All rights reserved.

 
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