SAE MS1011-2002 Lubricants, Industrial Oils and Related Products

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INDUSTRIAL LUBRICANT 400 Commonwealth Drive, Warrendale, PA 15096-0001 STANDARD MS1011 ISSUED JAN2002 Issued 2002-01 Lubricants, Industrial Oils and Related Products - Type X (Greases) - Specification Foreword—The Society of Automotive Engineers (SAE) Industrial Lubricants Committee has developed a number of industrial, non-production, lubricant performance specifications. The purpose of these voluntary SAE documents is to: a. Define minimum performance requirements for industrial lubricants, where tests are available. b. Provide lubricant suppliers with performance targets for key industrial lubricants. c. Promote the availability of these lubricants to member companies and others that may wish to use these specifications. d. Provide a user friendly classification system using common test standards and properties. ISO Standard 6743 - Lubricants, industrial oils and related products (class L) - Classification is the foundation for these documents. a. Performance properties, requirements, and test procedures are specified. b. For information, equivalent ISO, DIN, CEN, BSI, ASTM, AFNOR, CETOP, VDMA, and IP test methods are referenced.1 1. International Standards Organization (ISO) Deutsches Institut fur Normung e. V. (DIN) European Committee for Standardization (CEN) American Society for Testing and Materials (ASTM) Association Francaise de Normalisation (AFNOR) The Institute of Petroleum (IP) Note: Now combined with BSI British Standards Institution (BSI), BS 2000: XXX where XXX is the corresponding IP number European Committee on Oil Hydraulic Pneumatic Committee (CETOP) German Association of Machine and Plant Construction (VDMA) SAE MS1011 Issued JAN2002 -2- See References, Section 2 Industrial lubricant classifications targeted: a. Lubricants, Industrial Oils and Related Products - Classification (SAE MS1000) b. Hydraulic fluids (SAE MS1004) c. Fire resistant hydraulic fluids (SAE MS1005) d. Lubricating oils (various applications) (SAE MS1002, MS1006, MS1007) e. Lubricating greases (SAE MS1011) f. Metal Removal Fluids g. Metal Forming Fluids NOTE 1—Environmental and/or health and safety regulations will present additional specifications to these standards. Contact individual end users regarding requirements in these areas. NOTE 2—There can be issues related to the quality of industrial lubricants that fall outside of the scope of this specification. 1. Scope—The greases have been classified according to the operating conditions under which they are used, because the versatile nature of greases makes it impractical to classify them according to end use. It will therefore be necessary to consult the supplier to be certain that the grease can be used in, for example, rolling bearings or pumped supply systems, and also concerning the compatibility of products (see Remarks in Table 1). NOTE— In this classification, a grease cannot have more than one symbol. This symbol should correspond to the most severe conditions of temperature, water contamination and load in which the grease can be used. TABLE 1—RECOMMENDATIONS FOR THE CHOICE OF LUBRICANTS FOR MACHINE TOOLS (FROM ISO TR3498) Symbol General application Particular application Product type and/or performance requirements Category symbol Examples of applications Remarks X Applications requiring grease Multi- purpose grease Greases with improved anti- oxidation and anti-corrosion properties XBCEA 00 XBCEA 0 XBCEA 1(1) XBCEA 2(1) XBCEA 3(1) 1. This designated grease in Grades 1, 2, and 3 is exclusively recommended. Plain rolling bearings, open gears and general greasing of miscellaneous parts Grease XBCEA 1 is used in centralized systems, while greases XBCEA 2 and XBCEA 3 are dispensed preferably by cup or hand gun. The equipment manufacturer should identify the grease used for the initial filling of each item to ensure that the grease subsequently introduced is compatible with it. SAE MS1011 Issued JAN2002 -3- 2. References 2.1 Applicable Publications—The following publications form a part of this specification to the extent specified herein. Unless otherwise indicated, the latest version of SAE publications shall apply. Referenced AFNOR, BS, CEN, DIN, IP, and VDMA Standard hardcopies are available from the ILI Website (http://www.ili-info.com) or by contacting ILI at: Europe ILI, Index House, Ascot, Berkshire, SL5 7EU, UK Tel: +44 (0) 1344 636400 Fax: +44 (0) 1344 291194 Email: databases@ili.co.uk USA ILI, 610 Winters Avenue, Paramus, NJ 07652, USA Tel: 201-986-1131 Fax: 201-986-7886 Email: sales@ili-info.com 2.1.1 SAE PUBLICATIONS—Available from SAE, 400 Commonwealth Drive, Warrendale, PA 15096-0001. SAE MS1000—Lubricants, Industrial Oils and Related Products – Classification SAE MS1002—Lubricants, Industrial Oils, and Related Products Type C (Gears) Specification SAE MS1004—Lubricants, Industrial Oils and Related Products Type H (Hydraulic Fluids)—Specification SAE MS1005—Lubricants, Industrial Oils and Related Products Type HF Fire-Resistant Hydraulic Fluids— Specification SAE MS1006—Lubricants, Industrial Oils, and Related Products Type F Lubricant for Spindle Bearings, and Associated Clutches -- Specification SAE MS1007—Lubricants, Industrial Oils, and Related Products Type G Slideway Lubricants --- Specification 2.1.2 ASTM P UBLICATIONS—Available from ASTM, 100 Barr Harbor Drive, West Conshohocken, PA 19428-2959. ASTM D 92—Test Method for Flash and Fire Points by Cleveland Open Cup ASTM D 95—Test Method for Water in Petroleum Products and Bituminous Materials by Distillation ASTM D 128—Standard Test Methods for Analysis of Lubricating Grease ASTM D 217—Test Methods for Cone Penetration of Lubricating Grease ASTM D 566—Test Method for Dropping Point of Lubricating Grease ASTM D 611—Test Methods for Aniline Point and Mixed Aniline Point of Petroleum Products and Hydrocarbon Solvents ASTM D 942—Test Method for Oxidation Stability of Lubricating Greases by the Oxygen Bomb Method ASTM D 1264—Test Method for Water Washout Characteristics of Lubricating Greases ASTM D 1742—Test Method for Oil Separation from Lubricating Grease during Storage ASTM D 1743—Test Method for Corrosion Preventive Properties of Lubricating Greases ASTM D 1744—Test Method for Determination of Water in Liquid Petroleum Products by Karl Fischer Reagent ASTM D 2140—Test Method for Carbon-Type Composition of Insulating Oils of Petroleum Origin ASTM D 2265—Test Method for Dropping Point Of Lubricating Grease Over Wide- Temperature Range ASTM D 2266—Test Method for Wear Preventive Characteristics of Lubricating Grease (Four-Ball Method) ASTM D 2422—Classification of Industrial Fluid Lubricants by Viscosity System ASTM D 2509—Standard Test Method for Measurement of Load-Carrying Capacity of Lubricating Grease (Timken Method) ASTM D 2595—Test Method for Evaporation Loss of Lubricating Greases over Wide-Temperature Range ASTM D 2596—Test Method for Measurement of Extreme-Pressure Properties of Lubricating Grease (Four-Ball Method) SAE MS1011 Issued JAN2002 -4- ASTM D 3238—Method for Calculation of Carbon Distribution and Structural Group Analysis of Petroleum Oils by the N-D-M Method ASTM D 3527—Test Method for Life Performance of Automotive Wheel Bearing Grease ASTM D 4048—Test Method for Detection of Copper Corrosion from Lubricating Grease ASTM D 4290—Test Method for Determining the Leakage Tendencies of Automotive Wheel Bearing Grease under Accelerated Conditions ASTM D 4425—Test Method for Oil Separation from Lubricating Grease by Centrifuging (Koppers Method) ASTM E 1687—Standard Test Method for Determining Carcinogenic Potential of Virgin Base Oils in Metalworking Fluids 2.1.3 BS PUBLICATIONS—Available from ILI as referenced in 2.1. BS 4231—Classification for Viscosity Grades of Industrial Liquid Lubricants BS 4385—Methods for Determination of Water in Crude Petroleum, Petroleum Products and Bituminous Materials by Distillation (Superseded by ISO 9029) 2.1.4 DIN P UBLICATIONS—Available from ILI as referenced in 2.1. DIN 51 350/4—Testing of Lubricants - Testing by the Shell Four-Ball Tester; Determination of Welding Load of Consistent Lubricants DIN 51 350/5—Testing of Lubricants - Testing by the Shell Four-Ball Tester; Determination of Wear Characteristics of Consistent Lubricants DIN 51 519—Lubricants; ISO Viscosity Classification for Industrial Liquid Lubricants DIN 51 775—Testing of Mineral Oil Hydrocarbons; Determination of Aniline Point & Mixed Aniline Point of Bright Mineral Oil Hydrocarbons (SUPERSEDED BY ISO 2977) DIN 51 787—Testing of Mineral Oil Hydrocarbons; Determination of Aniline Point and Mixed Aniline Point of Dark Mineral Oil Hydrocarbons (SUPERSEDED BY ISO 2977) DIN 51 802—Testing Lubricating Greases for Their Corrosion-Inhibiting Properties by SKF Emcor Method DIN 51 803—Testing of Lubricants; Determination of Ash in Lubricating Greases DIN 51 805—Testing of Lubricants; Determination of Flow Pressure of Lubricating Greases, Kesternich Method DIN 51 806—Testing of Lubricants; Determination of Dropping Point of Greases DIN 51 807/2—Testing of Lubricants; Test On the Behavior of Greases in the Presence of Water under Dynamic Tests DIN 51 808—Testing of Lubricants; Determination of Oxidation Stability of Greases; Oxygen Method DIN 51 811—Testing Of Lubricants; Testing of Corrosiveness to Copper of Greases; Copper Strip Tarnish Test DIN 51 813—Determination of Solid Matter Content of Lubricating Greases (Particle Sizes above 25 Um) DIN 51 817—Determination of Oil Separation from Lubricating Grease under Static Conditions DIN 51 818—Lubricants; Consistency Classification of Lubricating Greases; NLGI Grades 2.1.5 EPA PUBLICATIONS—Standard test methods of the U. S. Environmental Protection Agency. SW-846 Methods are available on-line (Website: http://www.epa.gov/epaoswer/hazwaste/test/8xxx.htm). Method 24 available in the Code of Federal Regulations in 40 CFR, Part 60, Appendix A) EPA SW 846, Method 8082—Polychlorinated Biphenyls (PCB's) By Gas Chromatography EPA SW 846, Method 8121—Chlorinated Hydrocarbons by Gas Chromatography: Capillary Column Technique EPA SW 846, Method 8270C—Semivolatile Organic Compounds by Gas Chromatography/Mass Spectrometry SAE MS1011 Issued JAN2002 -5- 2.1.6 FEDERAL TEST METHOD PUBLICATIONS—Standard test methods of the U. S. Department of Defense. FTM methods are available on-line (Website: http://stinet.dtic.mil/). Department of Defense Index of Specifications and Standards (DODISS) fielded search. Enter FED-STD-791C in “DODISS ID NUMBER” search field. Available in PDF format (Acrobat Reader Software required). FTM 791 3005.4—Dirt Content of Grease; Federal Test Method Standard 791C Lubricants, Liquid Fuels and Related Products 2.1.7 IP PUBLICATIONS—Available from ILI as referenced in 2.1. IP 2—Petroleum Products and Hydrocarbon Solvents - Determination of Aniline Point and Mixed Aniline Point IP 5—Petroleum Products - Determination of Ash IP 36—Determination of Open Flash and Fire Point - Cleveland Method IP 37—Determination of Acidity And Alkalinity Of Lubricating Grease IP 50—Test Methods for Cone Penetration of Lubricating Grease IP 74—Determination of Water Content of Petroleum Products - Distillation Method IP 112—Determination of Corrosiveness to Copper of Lubricating Grease - Copper Strip Method IP 121—Determination of Oil Separation Characteristics of Lubricating Grease - Pressure Filtration Method IP 132—Petroleum Products - Lubricating Grease - Determination of Dropping Point IP 134—Determination of Foreign Particulate Matter in Lubricating Grease - Microscopic Counting Method (CANCELLED) IP 142—Oxidation Stability of Lubricating Grease - Oxygen Bomb Method IP 215—Determination of Water Washout Characteristics of Lubricating Grease IP 220—Petroleum Products and Lubricants - Determination of Rust-Prevention Characteristics of Lubricating Greases IP 226—Petroleum Products - Calculation of Viscosity Index from Kinematic Viscosity IP 239—Determination of Extreme Pressure and Antiwear Properties of Lubricants - Four Ball Machine Method IP 326—Determination of Extreme Pressure Properties of Grease - Timken Method 2.1.8 ISO P UBLICATIONS—Available from ANSI, 25 West 43rd Street, New York, NY 10036-8002. ISO 2137—Petroleum products—Lubricating grease and petrolatum—Determination of cone penetration ISO 2160—Petroleum products—Corrosiveness to copper - copper strip test ISO 2176—Petroleum products—Lubricating grease and petrolatum—Determination of dropping point ISO 2592—Petroleum products—Determination of flash and fire points—Cleveland open cup method ISO 2977—Petroleum products and hydrocarbon solvents—Determination of aniline point and mixed aniline point ISO 3448—Industrial liquid lubricants—ISO viscosity classification ISO TR 3498—Lubricants, industrial oils and related products (class L)—Recommendations for the choice of lubricants for machine tools ISO 3733—Petroleum products and bituminous materials—Determination of water—Distillation method ISO 6743/0—Lubricants, industrial oils and related products (Class L)—Classification—General ISO 8681—Petroleum products and lubricants—Method of classification—Definition of classes SAE MS1011 Issued JAN2002 -6- 3. Concept—The lubricants defined by this specification apply to categories of greases used for lubrication of equipment, components of machines, etc.; NLGI grades 000, 00, 0, 1, 2, and 3. NLGI grades 4, 5, and 6 are not included. 3.1 Explanation of symbols used 3.1.1 The detailed classification of family X is based on the operating conditions of grease use. 3.1.2 In accordance with ISO 8681, the complete designation of a grease includes: a. The category of grease constituted by a group of five letters where each letter and the order in which it is written has a particular significance: See Tables 2 and 3. b. The letter X for the family grease, c. The lower operating temperature (symbol 1), d. The upper operating temperature (symbol 2), e. The ability of the grease to provide satisfactory lubrication in water contamination conditions and to provide the level of anti-rust protection described in Table 4 (symbol 3), f. The ability of the grease to lubricate in the presence of high or low loads (symbol 4), g. The NLGI consistency number 2) (see Table 5) of the grease corresponding to the measured penetration level according to ISO 2137. h. For the definition of the NLGI consistency number, see ISO 6743-0 3.1.3 In this classification system, products are designated in a uniform manner, each letter having a significance of its own. It is therefore imperative that the order of writing shown in Table 1 be used. For instance, a grease for use under the following operating conditions: a. Lower operating temperature: –20 °C b. Upper operating temperature: +120 °C c. Water wash Static moisture (environment); protect in the presence of fresh water (anti- rust protection) d. Low loads not requiring EP properties e. NLGI consistency number 1 Will have the designation: XBCEA-1. 3.2 Detailed classification a. The detailed classification is shown in Table 3. The NLGI - National Lubricating Grease Institute “Lubricating Grease Guide” (Third Edition) has been used as a reference in this document. TABLE 2—ORDER OF LETTERS FOR DESIGNATION OF GREASES X Symbol 1 Symbol 2 Symbol 3 Symbol 4 NLGI number Family greases Lower operating temperature Upper operating temperature Water contamination EP Consistency SA E M S1011 Issu ed JA N 2002 -7 - TABLE 3—CLASSIFICATION OF GREASES Code letter General Application Application Requirements Range of Operating Temperatures Lower Temperatures(1) °C 1. Thelowest temperture experienced while starting or running the equipment or while pumping the grease. Application Requirements Range of Operating Temperatures Symbol 1 Application Requirements Range of Operating Temperatures Upper Temperature(2) °C 2. The highest temperature of the lubricated component when in service. Application Requirements Range of Operating Temperatures Symbol 2 Application Requirements Water Contamination Application Requirements Symbol 3 Application Requirements Load (EP) Application Requirements Symbol 4 Application Requirements Consistency Designation Remarks X Lubrication requiring grease 0 –20 –30 –40 < –40 A B C D E 60 90 120 140 160 180 >180 60 90 120 140 160 180 >180 60 90 120 140 160 180 >180 60 90 120 140 160 180 >180 60 90 120 140 160 180 >180 A B C D E F G A B C D E F G A B C D E F G A B C D E F G A B C D E F G Ability of the grease to provide satisfactory lubrication in water contamination conditions, and to provide the level of anti-rust protection described in Table 4 A B C D E F G H I Ability of the grease to lubricate in the presence of high or low loads. Symbol A for applications not requiring EP grease and symbol B for applications requiring EP grade A B Associate the appropriate NLGI consistency number, as shown in Table 5, with the other symbols The designation of a grease is made by associating symbol X with other symbols 1, 2, 3, and 4 and with the NLGI consistency number as illustrated in 3.1.3 Warning: It should not be assumed that greases falling within this classification are mutually compatible. Since lack of compatibility could result in a severe reduction in the performance level of grease, the grease suppliers should be consulted before allowing contact between different products SAE MS1011 Issued JAN2002 -8- 4. Requirements and Testing—See Tables 6 and 7. Type X lubricating greases shall be compatible with all materials normally encountered, including elastomer seals, coatings, metallic and non-metallic components, etc. TABLE 4—LEVEL OF ANTI-RUST PROTECTION Environmental conditions(1) 1. L dry M static moisture H water wash Anti-rust protection(2) 2. L no protection M protect in the presence of fresh-water H protect in the presence of salt water Symbol 3 L L L M M M H H H L M H L M H L M H A B C D E F G H I TABLE 5—NLGI CONSISTENCY NUMBER NLGI Consistency No. ASTM Worked Penetration at 25 °C 000 445 to 475 00 400 to 430 0 355 to 385 1 310 to 340 2 265 to 295 3 220 to 250 4 175 to 205 5 130 to 160 6 85 to 115 SA E M S1011 Issu ed JA N 2002 -9 - TABLE 6—TYPE X (GREASES) Property Requirements Testing as specified in ISO Technical Equivalent Standards DIN Technical Equivalent Standards ASTM Technical Equivalent Standards IP/BS Base Oil Specification: Paraffinic, Naphthenic, Aromatic Content Report D 3238 D 2140 Total PNA, ppm 1000 Max. EPA SW- 846 TN 8270C Total PCB, ppm Not Detectable EPA SW- 846 TN 8082 Total Organic Halogens, ppm 5 Max. EPA SW- 846 TN 8121 Ames Mutagenicity: Fold Increase Mutagenicity Index Mutagen.Potency Index Report Max Report E 1687 NLGI grade 000 00 0 1 2 3 51 818 Worked penetration 60 strokes @ 25 °C 10 000 strokes @ 25 °C 445 - 475 430 - 490 400 - 430 385