Water Contamination in Hydraulic and Lube Systems

Mike Day, Pall Corporation Christian Bauer, Pall Corporation
Tags: water in oil, contamination control

Water and oil don't mix - it's a well-known adage in the lubrication business. But what exactly does that mean? Yes, water contamination can be problematic, but how can water be measured? Can it be controlled? What are the best options for removing it? This article reviews the detrimental effects water contamination can have on hydraulic and other lubrication systems and explains ways to measure, control and remove water.

Figure 1. Saturation Curve for a Typical Turbine Lube Oil

States of Water
Water can be present in hydraulic fluids and other lubricants as either dissolved, emulsified or free water. The point at which the fluid cannot hold any more dissolved water is called the saturation level. If more dissolved water is present than the fluid can hold, the excess water (or free water) can be present either as a separate bulk water phase or as an emulsion. Typically, oversaturated fluids appear cloudy. How much water a fluid can hold at saturation strongly depends on the fluid base stock type, the additive package, temperature and pressure. For instance, highly refined mineral oils with few additives hold little water before becoming saturated, about 100 parts per million (ppm) at 70°F. At the other extreme, ester-based hydraulic fluids, such as those used in rolling mill applications, can have saturation levels of more than 3,000 ppm at 70°F and higher still at higher temperatures.

A saturation curve for a typical turbine lube oil (Figure 1), illustrates the relationship between temperature and saturation levels: If a system operates at 100°F and the fluid contains only dissolved water (100 ppm), then a drop to ambient temperature (70°F), as during a shutdown, would lead to the presence of free water in the system, because the saturation level at ambient conditions is less than 100 ppm. On the other hand, ingression of water at operating temperature can also lead to the presence of free water, if the saturation level is reached or exceeded (at 100°F, this would be 200 ppm).

Figure 2. Relative Bearing Fatigue Life1

Sources of Water
Water can originate from a variety of sources. Examples of environmental ingression are rain leakage into external reservoirs, seepage through reservoir covers, access panels, breathers or worn seals, and condensation from air in reservoirs and other system areas. Water can also enter the fluid system from the process side, from leaky heat exchangers or coolers, or direct ingression of process water, such as cooling water, washdown water or steam. Water ingression can be minimized with clever system design and good housekeeping, but it is difficult (and costly) to eliminate all sources of water entirely .

The Effects of Water
The presence of water in hydraulic fluids and lubricants can have wide-ranging effects on system components. Surface corrosion, probably the most obvious effect, is directly linked to the presence of free bulk water. Accelerated metal surface fatigue, such as in bearings, can be promoted even if all the water present in the fluid is dissolved. This was studied by Cantley in 19771, who investigated the effect of dissolved water on the fatigue life of tapered roller bearings. Cantley developed an equation linking the relative bearing life and the water content of the lubricant used in the tests, an SAE 20 fluid containing rust- and oxidation-inhibiting additives. He showed that the bearing life could be extended by a factor of five, if the bearing lubricant contained only 25 ppm dissolved water compared to 400 ppm, close to the saturation level at the test temperature of 150°F. Figure 2 shows an adaptation of Cantley's findings and illustrates the strong correlation between water content and relative bearing life.

Figure 3. Capacitive Water Sensor Technology

Other effects of water on fluid systems include reduced lubricating characteristics (lubricant film thickness, load-carrying ability, etc.), caused by the presence of water, which can lead to increased component wear2, and jamming of components due to ice crystals formed at low temperatures.

Water not only affects the components of a hydraulic or lubrication system, it can also change the fluid itself, physically and chemically. The physical properties most affected by the presence of water include:

The chemical properties on which even small amounts of water can have a measurable effect are:

Table 1. Vacuum Dehydration Process Comparison

Measuring Water Content in Fluids
There are two methods commonly used to express water content in hydraulic and lubrication fluids: The absolute content in ppm expresses the water content in parts per million (ppm) either by weight or volume. This method is typically used for water content specifications. Relative content expressed as percent of saturation indicates the fluid water content relative to its saturation level at a given temperature. It gives a clearer warning of impending formation of free water.

There are a variety of techniques to measure the quantity of water in hydraulic fluids and lubricants. The ultimate choice depends upon whether a quick assessment or a precise measurement is required. Some of the techniques that are typically applied include the following:

Of these, only Karl Fischer titration and the use of capacitive water sensors are useful for monitoring the water content, as these are more accurate quantitative methods.

The classic way of monitoring water content involves taking a representative sample and sending it to a laboratory for analysis, usually Karl Fischer titration. While this is a reliable and accurate method, the major drawback is the time lag between sampling and analysis results.

Capacitive Water Sensor
A capacitive water sensor, on the other hand, offers real-time monitoring and can be used as a control device. This instrument is a development of the air moisture sensor. It consists of a capacitive cell formed by sandwiching a dielectric polymer between electrodes (Figure 3). The lower electrode is deposited upon a ceramic substrate, which is impervious to moisture while the upper capacitor plate - a dielectric polymer - allows the transmission of water molecules. Water molecules migrate into or out of this layer depending on the humidity of the polymer relative to the fluid. This alters its dielectric constant and thus the capacitance of the capacitor. This change in capacitance is then converted into a signal proportional to the saturation level of the fluid, in a percent range of zero to 100, where 100 percent saturation corresponds to the solubility limit of water in the fluid at the given temperature. The water saturation levels can be related to the absolute water concentration (ppm) via an algorithm that uses fluid parameters determined for the specific fluid brand in conjunction with the fluid temperature via a calibration curve.

Karl Fischer Titration
The Karl Fischer method is used for the determination of the absolute water content in fluids as the reference for this conversion.4 This conversion requires the measurement of the fluid temperature at the water sensor, which is achieved with an integral resistance temperature detector (RTD) sensor. Note that the white dots in Figure 3 represent the porosity of the gold layer.

Figure 4. Selecting Proper Control Level

Setting Water Control Levels
For most industrial hydraulic and lubrication systems, a properly set control level, typically recommended at 50 percent saturation or less, minimizes the detrimental effects of water contamination. The control level should be selected, where possible, at the lowest anticipated system temperature, such as cold ambient during a shutdown. As shown above, most fluids can hold less water at lower temperatures. To prevent the formation of free water at any given system condition, the control level should be set at least to the saturation level at the lowest expected temperature. This however does not account for ingression of water, which is why it is recommended to set the control level to 50 percent saturation, as this provides a safeguard against surface corrosion or loss of fluid characteristics (for example, lubricity, compressibility) due to the presence of free water. In addition, this also keeps the absolute water content reasonably low, which slows all chemical reactions that depend on water as one of the reactants (for example, fluid hydrolysis and component surface degradation). Figure 4 illustrates this methodology.

Figure 5. Spray Nozzle Mass Transfer Purifier

Methods for Water Removal
An integral part of effective water control is the ability to efficiently remove water from the hydraulic or lubrication system. Some of the methods for water removal are discussed below.

Draining: Most hydraulic and lubrication systems have reservoirs sized to promote separation of contaminants; air rising to the free surface and water falling to the base. Regular draining of the reservoir is an inexpensive way to remove free water and automatic drain valves are available to reduce maintenance time.

Centrifuges separate water from fluids by centrifugal force and utilize differences in specific gravity between the fluid and the water for the separation. They remove free and some of the emulsified water (depending on the relative stability of the emulsion), but do not remove dissolved water. Centrifugal separation is suited for continuous decontamination of fluids, but requires excellent water demulsibility (oil/water separation). High capital and maintenance costs, as well as high power demand, are some of the drawbacks of this technology.

Coalescers separate water droplets from the fluid stream by arresting them on or near the surface of a filter or screen so that the droplets fuse together (coalesce) and grow to a size that allows them to fall to the bottom of the vessel where they can be extracted. Coalescers cannot separate dissolved water. Because coalescers rely on the interfacial tension between the water and the fluid phase, they tend to become ineffective in the presence of surface-active agents in the fluid. They also require fine upstream filtration to remove any particulate contamination, which could block and render the coalescer ineffective.

Absorbent filters remove free and emulsified water by super absorbent polymers impregnated in the filter matrix. Absorptive water removal is not well-suited when large amounts of water are present in the fluid and do not remove dissolved water or strongly emulsified water.

Vacuum dehydration purifiers are used to dry hydraulic fluids and lubricants by exposing them to a partial vacuum. Two technologies are available, flash distillation vacuum dehydration and mass transfer vacuum dehydration. While both processes utilize the concentration gradient between the fluid and the evacuated air to evaporate the water from the fluid, the flash distillation technology also applies heat to further boil off more water and operates at a higher vacuum. This makes flash distillation more efficient, as it removes more water from the fluid than a mass transfer device. Table 1 highlights the main differences between the two technologies.

The high temperature and vacuum employed in flash distillation devices can lead to loss of lower boiling base stock fractions and volatile additives, and can result in thermo-oxidative fluid degradation - serious drawbacks if fluid integrity needs to be preserved.

Mass transfer purifiers are recommended due to their minimal impact on fluid chemical and physical properties. A typical unit is shown in Figure 5. The fluid is fed into the vacuum chamber where it is spread into a thin film to reduce the path length for the water to reach the free surface and so be transferred to the air. This can be done in a number of ways. In Figure 5, an aerosol mist is generated by pumping the fluid through spray nozzles. Alternative technologies commonly used are discharging the fluid over stacked rings, or onto a spinning disc. The vacuum in the vessel is about 20 percent atmospheric pressure and the air expands to about five times its original volume. Therefore, if the air is at 100 percent relative humidity (100 percent saturation) then the evacuated air passing through the fluid mist is at 20 percent relative humidity and will pick up the water vapor from the fluid, until fluid and air water content are in equilibrium. Thus, depending on the vacuum, mass transfer purifiers, can remove all free water and up to 80 percent of dissolved water from the fluid.

When combined with a water sensor, mass transfer purifiers can be utilized to control water in hydraulic and lubrication systems continuously; however, not to the low percent saturation levels obtained with purifiers. (Vacuum) pressure is the main factor.

Water is a significant contaminant in hydraulic and lubrication fluid systems, resulting in degradation of system components and fluid.

Substantial cost savings can be gained from operating with dry fluids. Recommended saturation level: 50 percent or less for typical mineral oil-based fluids.

Water monitoring techniques must be accurate, repeatable and in real time so that increases in water content can be promptly rectified. On-line monitoring of water via a capacitive water sensor offers an optimal and cost-effective solution to monitoring.

Mass transfer vacuum dehydration purifiers are recommended for water removal from hydraulic fluids and lubricants because of the minimal impact on fluid properties.

  1.  R.E. Cantley. "The Effect of Water in Lubricating Oil on Bearing Fatigue Life." ASLE Transactions, American Society of Lubrication Engineers, Volume 20, No. 3, p. 244-248, 1977; from a presentation at the 31st Annual ASLE Meeting, Philadelphia, Penn.
  2. J. Fitch and S. Jaggernauth. "Moisture, the Second Most Destructive Lubricant Contaminant and its Effect on Bearing Life." P/PM Technology, p. 50-53, 1994.
  3. M. Weinschelbaum. "A Study of the Invisible but Measurable Particulate Contaminants in Hydraulic Systems." Proceedings of the National Conference on Fluid Power, Volume XXIII, p. 265-277, 1969.
  4. K . Farooq and R. Fowler. "Comparison of Water Measurement Results in Polyol Ester-based Lubricant Fluids by the Coulometric Karl Fischer Method and a Thin Film Polymer Capacitive Water Sensor." JOAP International Condition Monitoring Conference, April 3-6, 2000.