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Varnish is considered a contaminant and can be described as a thin, insoluble deposit occurring on internal components such as valves, bearings, and gears resulting from the oxidation and polymerization of hydrocarbons. The presence of these deposits can result in sticking, seizing or other malfunctions of close-clearance moving parts. The ability to gauge a lubricant's potential to form these harmful deposits requires a specific testing methodology.

Varnish Potential Testing.pdf

Root Causes:
Varnish is comprised of small particles that are the result of the degradation of oil molecules.
The mechanisms causing this molecular breakdown fall into
3 categories:
Mechanical: Shearing of oil molecules between moving surfaces.
Chemical: Oil will oxidize at some rate in any application. This leads to the formation of many decomposition products that include varnish precursors.
Thermal: Usually caused when air bubbles are trapped in oil and enter high pressure zones. In these zones, localized temperatures in excess of 500° C when the air bubbles implode, lead to thermal degradation and oxidation.

NOTE: Electrostatic discharge can sometimes occur due to friction resulting in thermal and oxidative degradation.

Negative Effects of Varnish In A Lubrication System

  • Reduced clearance zones diminish the effectiveness of hydrodynamic lubrication. Lubrication efficiency is impeded resulting in increased wear rates of gears, bearings and other internal components.
  • Increased friction points. This friction results in greater energy expenditure and can cause valves to stick or clog.
  • Increased operating temperatures. Varnish can become an insulator reducing the ability of the lubricant to cool internal surfaces.
  • Constriction and reduction of oil flow. Varnish can result in the clogging of valves and filters.
  • Component abrasion and internal wear. Varnish captures contaminants, creating a hard grit surface that accelerates wear. When magnified, varnish has the appearance of sandpaper.
  • More down time and higher maintenance costs. The results of the effects of varnish are unpredictable and costly.

Why is varnish a more common maintenance problem than ever before?

  1. End users and service technicians attempt to maximize oil drain intervals and decrease maintenance frequency.
  2. Increased operating temperatures have placed higher demands on lubricants.
  3. Changes in oil base stock technologies may contribute to varnish formation, especially if base stocks are combined to create hybrids.
  4. Service technicians and reliability experts are performing more "post mortem" analysis on failed components discovering varnish as the root cause of the breakdown.
  5. Manufacturer specifications on equipment tolerances continue to be tightened resulting in reduced lubrication clearance zones.

Diagnosis

Identifying the precursors or "potential" for varnish formation has proven to be very challenging for service technicians and maintenance experts. Traditional methods of oil analysis have proven ineffective in detecting soft contaminants that will ultimately lead to varnish deposits. Until recently, it has not been practical to incorporate anti-varnish testing into a maintenance regime. Industries that run equipment with a greater likelihood of developing varnish should add varnish potential testing to their overall maintenance program.

The method adopted by Fluid Life takes into account a number historical indicators unique to the unit being sampled.

When testing oil, varnish indicators are not identified with standard test methods such as particle counts, acid numbers, etc. In part, this is due to the size of the varnish precursor particles which are typically less than one micron in size.

Fluid Life Varnish Potential Test

Fluid Life has developed a Varnish Potential Test that looks at the particles in an oil sample larger than 0.45 microns. The amount and colour of these particles identifies the "potential" of the oil to form varnish and is reported on a scale of 0 to 100, where 100 indicates that severe varnishing will occur.

These sample patches show the increasing degrees of particle contamination and discolouration as severity increases.

Patches are Rated in
10 Point Increments.
0 is considered the best
with 100 being the worst.
0-10 OK
11-20 OK
21-30 Reportable
31-40 Reportable
41-50 Unacceptable
51-60 Unacceptable
61-70 Severe
71-80 Severe
81-90 Severe
91-100 Severe

For customers using Fluid Life Data Management Products such as WinRoast and MyLab, the photographs of these sample patches are easily viewable and give service technicians another predictive tool in their maintenance program.

Maintenance Solutions

Once a maintenance technician has the testing information to determine if there is varnish potential within a component a course of action can be taken such as:

  • Adjusting or optimizing oil change intervals.
  • Modifying their maintenance schedule to reduce the chance of varnish formation based on the run time of the specific component.
  • Use a side-stream filtration system for use in components that use the same oil for long periods of time. eg. large hydraulic systems and turbines.
Consult your Fluid Life Regional Account Manager concerning Varnish Potential Testing and Ultra-Fine Filtration Products as part of your maintenance program.