You don’t have to remove what you don’t allow to enter. Indeed, it’s hard to challenge the logic and value of controlling water ingression, but because moisture is everywhere, achieving bone-dry oil through exclusion alone may not be practical or even necessary.
Lubricating oils have different degrees of hygroscopicity (water-loving tendencies), making the control of all dissolved water an almost futile exercise. However, for many applications, it’s the free and emulsified water that is the most destructive and, hence, the central target for control and inspection.
Tank-top vapor-extraction fan and panel filter
Exclusion relates to the process of preventing (excluding) the ingress of water from environmental, machine and process sources. Common points of water ingression include:
Rainmaker machines can overwhelm lubricant
Trapped moisture is destructive to lubricants and machines. The headspace needs to have the ability to breathe and exhaust unwanted moisture. Often, this is prevented by reservoir design and the false notion that a sealed reservoir is a good thing. This is how it works:
Inspection is the top-line priority needed to squelch ingression points through tight and well-managed ingression control. All seven of the listed water ingression sources have the potential to be detected by inspection.
Deferred maintenance of worn seals, defective breathers and coolant leaks creates more expensive maintenance events in the future, including the possible cost of premature oil changes, flushing, oil dehydration and replacement of water-damaged parts. Frequently inspecting and promptly closing off ingression sites are by far the wiser choice and use of maintenance resources.
This headspace breather is installed but not being used. Air has easier access to the tank headspace through the hatch, which is propped open by the hose. Inspection must verify that all ingression sources are battened down tightly and can effectively exclude the entry of particles, moisture and other contaminants.
Inspection, oil analysis and condition monitoring can also be important strategies for providing red-code alerts to periodic water ingression problems. This can be as simple as daily visual inspection of BS&W (bottom, sediment and water) sight glasses, level gauges and live-zone oil samples. In addition to visible inspection, water also can be detected using a number of field-level instruments and pass/fail methods such as the crackle test and calcium hydride detectors.
Once a new source of water is encountered, corrective measures can be quickly deployed. When gross water contamination is observed, there is little need to quantify the exact amount in the oil.
This sight glass makes the appearance of harmful levels of water easy to observe. The cloudiness of the oil indicates emulsified water, while the rust on the corrosion gauge punctuates the potential damage occurring to exposed internal machine surfaces.
Water removal is the second reason why stabilizing the headspace environment is important. With rare exception, a dry headspace translates to dry oil - they go hand-in-hand. This is because wet is attracted to dry in the same way hot is attracted to cold. Basically, a dry headspace forms a desiccant blanket above the oil and, like a sponge, draws water out of the oil. The lower the relative humidity of the air in the headspace, the faster and more efficient the process of mass transfer of water out of the oil becomes.
Of course, there are other contaminants besides water and dirt, such as air, sludge and heat. However, many lubrication professionals are unaware of the impact of dirt and water contamination on other contaminants. For instance, when emulsified water is allowed to co-exist in the oil, a common consequence is entrained air. Emulsified water changes interfacial tension and impairs the ability of oil to rapidly release entrained air to the atmosphere.
When air fails to detrain, a tertiary consequence is oil oxidation and adiabatic thermal failure, among others. Likewise, when dirt ingresses through tank headspace openings and enters the oil, this dirt abrades surfaces and leads to wear metals. This in turn accelerates the formation of oxide insolubles, leading to surface deposits and varnish. The list of secondary and tertiary consequences of dirt and water contamination is almost endless.
Although not always practical, touching the inside ceiling of a reservoir to look for condensation water on your fingers can provide a quick indication of saturated moisture in your sump or reservoir. Additionally, a highly visual sight glass, such as the one shown on the left, can quickly reveal emulsified water and evidence of corrosion caused by moisture.
Water, regardless of its ingression source, must have quick and unrestricted means of exiting the reservoir as vapor. Some hydraulic systems have pressurized or piston-cylinder reservoirs. There are different reasons for this, but for the most part, they are found in mobile equipment applications.
What happens too often is that high original or ingressed moisture is being locked into the circulating oil. Because the reservoir is pressurized, the moist vapor is unable to exhaust at operating temperatures. Instead, it is continuously re-condensed and entrained.
A robust anti-rust package usually is able to protect headspace surfaces. However, this thin-film protection can be lost in the presence of zinc dialkyldithiophosphate (ZDDP) decomposition products from hydrolysis and continuous exposure to wet headspace fog.
Inspection of hydraulic fluid for saturated water is essential. Any emulsified water observed in lines and tank sight glasses is cause for alarm. Look for evidence of corrosion on oil-wet and headspace surfaces, filter element and housing hardware, and similar places.