596 Lubricant Additives: Chemistry and Applications
Hydrodynamic lubrication is a regime where the moving surfaces are essentially separated from
each other. In this regime, the viscosity of the oil in combination with the motion of the mechanical
components can produce a uid pressure high enough to completely separate the two surfaces.
Elastohydrodynamic lubrication is a regime where the lm thickness is insuf cient to com-
pletely separate the surfaces. In this regime, the surface asperities make contact, which leads to
wear. The lubricant in the contact area is continually replenished at the front of the contact [32]. The
lm thickness in the elastohydrodynamic regime is larger than that in the boundary lubrication but
smaller than that in the hydrodynamic regime.
Boundary lubrication is a regime where lm thickness between the moving surfaces is only a
few molecules thick. In this regime, because of the closeness of the moving surfaces, friction and
wear are determined by properties of both the surfaces and the lubricant. Boundary lms form
because they reduce the surface energy and, therefore, are thermodynamically favored [33]. These
lms form by molecules that contain polar functional groups. Because of this, they orient onto
the surface by either chemical or physical adsorption. Even oxidation products derived from the
breakdown of the lubricating uid can adsorb onto metal parts and into contact areas that are being
lubricated. Boundary lubrication can range from mild to severe conditions.
Physical adsorption is a reversible process in which molecules adsorb and desorb from a sur-
face without chemical change. Additives that provide protection by physical adsorption are polar
structures. This is because at least two phenomena must occur: the molecule must have a prefer-
ential af nity for the surface and it should have a preferred orientation on the surface, so that a
more closely packed arrangement can be achieved. Alcohols, acids, and amines are examples of
long-chain molecules with functional groups at the end. Molecules that can pack tightly and orient
in a closely packed arrangement relative to the surface provide improved lm strength. Because the
forces involved in physical adsorption are relatively weak, these lms are effective at low to moder-
ate temperatures. New molecules from the bulk lubricant are constantly available to replace those
that physically desorb or are mechanically removed from the surface.
Chemical adsorption, however, is an irreversible process in which a lubricant uid molecule or
additive component reacts with the surface to form a low shear strength protective layer. As this new
low shear strength material is worn away, additional additive reacts to form a new protective layer.
Protection from chemical adsorption occurs at higher temperatures because chemical reactions are
required to generate the actual species that form the surface lms. EP additives can protect lubri-
cated surfaces at temperatures as high as 400°C.
Wear protection and friction reduction over a wide temperature range can be achieved by
combining additives that function by physical and chemical adsorption. Between the low-
temperature physically adsorbed layer and the high-temperature chemically adsorbed layer can be
a temperature range over which there is poorer protection. This has been experimentally demon-
strated where oleic acid was used as the normal wear additive and a chlorinated additive provided
EP protection at higher temperatures [34].
23.8 EXTREME-PRESSURE AND ANTIWEAR AGENTS
EP and AW additives are used to reduce friction and prevent wear under moderate to more severe
boundary lubrication conditions. Reactive compounds containing sulfur, phosphorus, or chlorine,
metals, or combinations are known to provide EP protection.
Under high loads, opposing metal surfaces contact each other, and as a result, high local
temperatures develop, enabling an EP agent to react with the metal surfaces, forming a surface
lm, preventing the welding of opposing asperities [35].
Some of the major group materials that have been used as EP and AW additives are as follows:
Sulfurized ole ns, fats, and esters
Chlorinated paraf ns
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