high-performance multiuse grease (hpm) webinar june 18 ... · specification for grease and bearing...

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High-Performance Multiuse Grease (HPM)Webinar

June 18, 202011:00 a.m. – 1:30 p.m. EST

NLGI Grease SpecificationsJoe Kaperick, CLGS

Afton Chemical Corporation

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High Performance Multiuse (HPM) Grease Specifications

• 2015-2016 NLGI Strategic PlanOur Mission Statement:

It is the mission of NLGI to provide resources relevant to the needs of the global

grease community.

The Vision of NLGI:

We will be recognized as the premier source of support to consumers, researchers,

manufacturers, suppliers, marketers, and the other key stakeholders of the

worldwide lubricating grease industry.

• 6 Priority Areas identified• Communication of the value of NLGI knowledge-based resources and certification

• Objective(s): Increase NLGI’s recognition as a key technical resource to the industry• “Modernize and update GC-LB program”

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NLGI Specifications: Past and Present• NLGI currently licenses lubricating grease through their Certification Mark

program which includes the well-known GC-LB Performance Classification. • The GC-LB specifications were developed beginning in 1968 and published in

1989 as ASTM D4950.• This certification program has provided an internationally-recognized grease

specification for grease and bearing manufacturers, users and consumers since that time.

• Today, 306 total products licensed by 85 different companies• Approximately 10% increase in licenses since May 2014• Majority (83%) meet GC-LB spec

• Although originally conceived as an automotive chassis and wheel bearing specification, GC-LB today is recognized as a mark of quality for grease specifiers.

• Due to advancements in materials, technologies and applications, NLGI recognizes that current applications may be better served by updated specifications.

LB14% GA

1%

GC2%

GC-LB83%

Current License Distribution

LB GA GC GC- LB

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High Performance Multiuse (HPM) Grease Specifications• Overall Goal: Define new grease specification categories with higher performance

and broader utility for the market• Will NOT replace GC-LB

• Additional Goal: Define greases that meet core HPM specification and sub-categories with tests and limits for enhanced performance in the following areas:• Water Resistance (WR)• High Load Carrying Capacity (HL)• Salt Water Corrosion Resistance (CR)• Long Life (LL)• Low Temperature Performance (LT)

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Grease Specification Governance Structure and Timeline

NLGI Grease Specifications Working GroupNLGI membership – open meetings

(initial discussions, form, structure and process for new spec)

NLGI Grease Specifications Steering CommitteeCQA, NLGI tech consultant, NLGI EC,

representatives from the Board & membership(draft recommendation of new grease spec)

NLGI Executive Committee (review recommendations)

NLGI Board of Directors (final approval)

June 2015 – June 2019Grease Specifications Working Group Meetings

July – Sept. 2019• Hire Center for Quality Assurance (CQA)• Form NLGI Grease Specifications Steering Committee • Hire Technical Consultant

October 2019 – May 2020• CQA, Tech Consultant & Steering Committee Work• Full day workshop - March 2020 (Atlanta à Virtual)

June 2020• Grease Spec Working Group Update (Virtual)• Finalization Meeting at NLGI AM à Virtual

July – September 2020• Grease Specs Steering Committee - Fine Tuning• NLGI EC and Board of Directors Approve

October – December 2020• NLGI HQ/CQA publicize the new specification

January 2021Launch HPM Grease specifications

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Any questions?

• We will be addressing questions/comments being posted on the “Q&A” feature of your Zoom meeting menu.

• You may “vote up” a question by clicking on the “thumbs up” icon – this will raise the question higher up the queue to be answered.

• Depending on the volume of questions, we may not have time to answer all of them today. We will attempt to formulate answers to common questions using an FAQ feature on the NLGI website.

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Grease Specification Governance Structure and Timeline

NLGI Grease Specifications Working GroupNLGI membership – open meetings

(initial discussions, form, structure and process for new spec)

NLGI Grease Specifications Steering CommitteeCQA, NLGI tech consultant, NLGI EC,

representatives from the Board & membership(draft recommendation of new grease spec)

NLGI Executive Committee (review recommendations)

NLGI Board of Directors (final approval)

June 2015 – June 2019Grease Specifications Working Group Meetings

July – Sept. 2019• Hire Center for Quality Assurance (CQA)• Form NLGI Grease Specifications Steering Committee • Hire Technical Consultant

October 2019 – May 2020• CQA, Tech Consultant & Steering Committee Work• Full day workshop - March 2020 (Atlanta à Virtual)

June 2020• Grease Spec Working Group Update (Virtual)• Finalization Meeting at NLGI AM à Virtual

July – September 2020• Grease Specs Steering Committee - Fine Tuning• NLGI EC and Board of Directors Approve

October – December 2020• NLGI HQ/CQA publicize the new specification

January 2021Launch HPM Grease specifications

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WORKING GROUP HISTORYDr. Gareth Fish, CLS, CLGSThe Lubrizol Corporation

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NLGI Automotive Service Greases

• Between 1968 and 1989, a joint effort between the NLGI, ASTM and SAE led

to the development of the “Standard Classification and Specification for

Automotive Service Greases” – ASTM D4950

• For the re-lubrication of:

• Chassis systems and universal joints – Category L

• Wheel bearings – Category G

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The Beginnings of the New Specification

• On December 5th, 2012, ASTM D02.B0.04 met in Norfolk, Virginia • The main item on the agenda was the approval of the ASTM D4950 standard that

defines the requirements of the NLGI Standard Classification and Specification for Automotive Service Greases• Under New Business, there was a discussion on the continued validity of some of the test

methods used as part of the approval process• Tests that had no current issues and with good repeatability (r) and reproducibility (R) were

identified, as were problematic tests• It was agreed that a working group should be set up to review the problematic test methods

and to define a path forward

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D4950 Automotive Greases Tests Status

OK tests

• D217 Cone Penetration• D1264 Water Washout• D1742 Oil Separation• D1743 Rust testing• D2266 4-Ball Wear• D2596 4-Ball EP

Problematic tests

D2265 (and D566) Dropping PointD3527 Grease LifeD4290 Grease LeakageD4170 Fretting wearD4289 Elastomer CompatibilityD4693 Low temperature Torque

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Current Status of ASTM D4950

• D4950 was re-approved as modified in 2014 and again in 2019• Valid until 2024

• Many OEM / OVM users suggested that the standard needs updating and/or replacing

• Supporting test methods covering dropping point (D2265), high temperature Grease Life (D3527), Fretting wear (D4170) and Elastomer Compatibility (D4289) are being worked on within ASTM D02.G0 Sub-committee

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2015 Town Hall Meeting at NLGI Annual Meeting

• At the first meeting in Coeur d’Alene, ID, ideas for a new specification were discussed at the meeting

• The NLGI Board of Directors agreed to set up a working group to look into either upgrading existing NLGI GC-LB specification or defining a new one• Dr Gareth Fish of the Lubrizol Corporation was asked to chair

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2016 – 2018 Working Group Meetings

• The current premise that we need a lubricating grease performance standard for automotive service greases for passenger cars and light trucks is significantly distant from reality• Almost no service requirements for light duty automotive greases today

• >90% of applications are sealed for life componentry

• Currently many OVMs and OEMs who specify GC-LB greases think that current performance standard is inadequate

• Most newly approved commercial GC-LB lubricating greases offer GC-LB plus:• With better water resistance

• Higher Load carrying capacity

• Better salt water resistance

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2019 Working Group Meeting

• It was decided not to upgrade the existing NLGI GC-LB Specification and to develop new more relevant standards for the grease industry• NLGI LB and GC-LB still widely used in the trucking industry

• Decided to pursue four sub-categories for licensing which meet HPM in addition to the characteristics listed below:• Better water resistance• Higher load carrying capacity• Better salt water resistance• Long life grease

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Any questions?

• We will be addressing questions/comments being posted on the “Q&A” feature of your Zoom meeting menu.

• You may “vote up” a question by clicking on the “thumbs up” icon – this will raise the question higher up the queue to be answered.

• Depending on the volume of questions, we may not have time to answer all of them today. We will attempt to formulate answers to common questions using an FAQ feature on the NLGI website.

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Steering Committee Formation and Operation

Mike KunselmanCenter for Quality Assurance

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Grease Specification Governance Structure and Timeline

NLGI Grease Specifications Working GroupNLGI membership – open meetings

(initial discussions, form, structure and process for new spec)

NLGI Grease Specifications Steering CommitteeCQA, NLGI tech consultant, NLGI EC,

representatives from the Board & membership(draft recommendation of new grease spec)

NLGI Executive Committee (review recommendations)

NLGI Board of Directors (final approval)

June 2015 – June 2019Grease Specifications Working Group Meetings

July – Sept. 2019• Hire Center for Quality Assurance (CQA)• Form NLGI Grease Specifications Steering Committee • Hire Technical Consultant

October 2019 – May 2020• CQA, Tech Consultant & Steering Committee Work• Full day workshop - March 2020 (Atlanta à Virtual)

June 2020• Grease Spec Working Group Update (Virtual)• Finalization Meeting at NLGI AM à Virtual

July – September 2020• Grease Specs Steering Committee - Fine Tuning• NLGI EC and Board of Directors Approve

October – December 2020• NLGI HQ/CQA publicize the new specification

January 2021Launch HPM Grease specifications

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The process for getting to HPM Grease!Interviews

Collecting feedback was a considerable effort… • Equipment Makers, Vehicle Manufacturers & Grease Manufacturers (especially current GC-LB holders)

• Continuous feedback loop: Clip below is from October 2019 presentation

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Collecting feedback was unending… • Example clip from October 2019…

“Challenging but achievable…”

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The process for getting to HPM Grease!Interviews

Collecting feedback was…• A team approach • Balanced• Thorough• We utilized the feedback throughout the process.

• Importance of fretting wear for heavy equipment• Low temperature specification• Roller bearing vs. tapered roller bearing in the HPM Grease

specification

The process for getting to HPM Grease!

SpecificationSteering

Committee

Interviews Collecting feedback was…• A team approach • Balanced• Thorough• We utilized the feedback throughout the

process. • Importance of fretting wear for heavy equipment• Low temperature specification• Roller bearing vs. tapered roller bearing in the

HPM Grease specification• Monthly reviews with the Spec Steering Committee

Steering Committee Formation & Operation• Initial “Specification Steering Committee”

was made up of NLGI’s Executive Committee members + leader of the Specification Working Group (Dr. Gareth Fish).

• Goal: Input from grease users and equipment manufacturers. Steering committee expanded to include vehicle and bearing manufacturers.

• Feedback: Do not set a specification achieved exclusively through proprietary additive chemistry.

• Additional grease manufacturers and marketers were included to balance the steering committee.

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Specification Steering Committee Membership

The process for getting to HPM Grease!

Specification

Steering

Committee

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• March 2020 Workshop

• 45 participants @ 5 tables

• “Table Captains”

• Virtual event due to COVID-19

• China, India, S. America

Interviews MARCH 2020 WORKSHOP

• Participant expertise was

impressive.

• “Real life experiences”

were key inputs.

• Table Captains

represented their team’s

feedback throughout the

process.

• Long Life put on hold.

Test development was

still in the future and not

ready for Q1 2020

launch.

The process for getting to HPM Grease!

Specification

Steering

Committee

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• March 2020 Workshop

• 45 participants @ 5 tables

• “Table Captains”

• Virtual event due to COVID-19

• China, India, S. America

InterviewsSpecification

Steering

Committee

Decision Making Process• About one-quarter of the

tests, methods and limits could be agreed with consensus.

• Everything else was worked through item by item.

• Many tests decided after data collection and analysis.

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SpecificationSteering

Committee

The process for getting to HPM Grease!

SpecificationSteering

Committee

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• March 2020 Workshop

• 45 participants @ 5 tables

• “Table Captains”

• Virtual event due to COVID-19

• China, India, S. America

Interviews SpecificationSteering

Committee

Generally consensus

but sometimes “Consensus

but not unanimous

agreement.”

Any questions?

• We will be addressing questions/comments being posted on the “Q&A” feature of your Zoom meeting menu.

• You may “vote up” a question by clicking on the “thumbs up” icon – this will raise the question higher up the queue to be answered.

• Depending on the volume of questions, we may not have time to answer all of them today. We will attempt to formulate answers to common questions using an FAQ feature on the NLGI website.

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HPM SpecificationsChuck Coe, CLGS, CLS

Grease Technology Solutions, LLC

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HPM Core Specification

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Property Test Conditions Test method Units Minimum Maximum ActionsCone Penetration of Lubricating Grease Worked 60 Strokes ASTM D217 dmm 220 340

Cone Penetration of Lubricating Grease Prolonged worked penetration

(Δ100k)ASTM D217 dmm -10% +10%

+30

ΔHardness

(Shore A points)-15 +2

kPa

(psi)

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(4.9)

Determining the Water Washout

Characteristics of Lubricating GreasesASTM D1264 wt% 1060 minutes @ 79 °C

Elastomer compatibility of Lubricating Greases

and Fluids [using NBR standard reference

elastomer per ISO 13226]

ASTM D4289

ASTM D942Pressure drop after 100hrs @

100 °C

Standard reference elastomer still

to be finalized; Road test to

validate limitsΔ Volume

percent-5

168 hours @ 125 °C

Oxidation Stability of Lubricating Greases by

the Oxygen Pressure Vessel Method

HPM Specification (continued)

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Property Test Conditions Test method Units Minimum Maximum Actions

Low Temperature Torque of Ball Bearing Grease -20 °C ASTM D1478

Starting torque mNm

(g·cm)

1000

(10,200)

Running torque @ 60 minutes mNm

(g·cm)

100

(1,020)

Oil Separation from Lubricating Grease During

Storage24 hours @ 25 °C ASTM D1742 wt% 5.0

Oil Separation from Lubricating Grease (Conical

Sieve Method)30 hours @ 100 °C

Roll Stability of Lubricating Grease [using 1/2

scale penetration]2 hours @ Room Temperature ASTM D1831

ASTM D6184

Road test to validate limits

dmm -10% +10%

wt% 7.0

HPM Specification (continued)

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Property Test Conditions Test method Units Minimum Maximum Actions

Wear Preventive Characteristics of Lubricating Grease (Four-Ball Method) Wear Scar Diameter

75 °C, 1200 rpm, 60 minutes ASTM D2266 mm 0.60

Measurement of Extreme-Pressure Properties of Lubricating Grease (Four-Ball Method), Weld point

1770 rpm @ 27 °C ASTM D2596 kgf 250

Determining Corrosion Preventive Properties of Lubricating Greases

48 hours @ 52 °C ASTM D1743 rating Pass

Determination of Corrosion-Preventive Properties of Lubricating Greases Under Dynamic Wet Conditions (Emcor Test)

Distilled Water, 2 bearings ASTM D6138 rating 0,1

Detection of Copper Corrosion from Lubricating Grease

24 hours @ 100 °C ASTM D4048 rating 1B

HPM + Water Resistance specification(HPM + WR)

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Property Test Conditions Test method Units Minimum Maximum ActionsDetermining the Water Washout Characteristics of Lubricating Greases

60 minutes @ 79 °C ASTMD1264 wt% 5.0

Determining the Resistance of Lubricating Grease to Water Spray

5 minutes @ 38 °C ASTM D4049 wt% 40

Roll Stability of Lubricating Grease in Presence of Water [using 1/2 scale penetration]

2 hours @ Room Temperature ASTM D8022 dmm -15% +15% Road test to validate limits

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HPM + Corrosion Resistance specification(HPM + CR)

Property Test Conditions Test method Units Minimum Maximum ActionsCorrosion-Preventive Properties of Lubricating Greases in Presence of Dilute Synthetic Sea Water Environments

10% Synthetic seawater (as in ASTM D665)

ASTM D5969 rating Pass

Determination of Corrosion-Preventive Properties of Lubricating Greases Under Dynamic Wet Conditions (Emcor Test)

100% Synthetic seawater (as in ASTM D665)

ASTM D6138 rating 1 , 2

Determination of Corrosion-Preventive Properties of Lubricating Greases Under Dynamic Wet Conditions (Emcor Test)

0.5 N solution (~ 3% NaCl solution) ASTM D6138 rating 2 , 3

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HPM + High Load specification(HPM + HL)

Property Test Conditions Test method Units Minimum Maximum Actions

Wear Preventive Characteristics of Lubricating Grease (Four-Ball Method) Wear Scar Diameter

75 °C, 1200 rpm, 60 minutes ASTM D2266 mm 0.50 Road test to validate limits

1770 rpm @ 27 °C

Determining Extreme Pressure Properties of Lubricating Greases Using a High-Frequency, Linear-Oscillation (SRV) Test Machine

(Procedure B at 80 °C) ASTM D5706 N 800

Fretting Wear Protection by Lubricating GreasesAverage of 2 runs, 22 hours @

Room TemperatureASTM D4170 mg 5.0

Plan is to offer provisional licensing until test variation is addressed

through ASTM. Provisional = you get the certification and have to submit the data after the test is

fixed

Determining Fretting Wear Resistance of Lubricating Greases Under High Hertzian Contact Pressures Using a High-Frequency, Linear-Oscillation (SRV) Test Machine

50 °C, 100N, 0.300mm, 4 hours ASTM D7594 mm 0.500

Measurement of Extreme-Pressure Properties of Lubricating Grease (Four-Ball Method), Weld point

ASTM D2596 kgf 400

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HPM + Low Temperature specification(HPM + LT)

Property Test Conditions Test method Units Minimum Maximum Actions

Low Temperature Torque of Ball Bearing Grease -30 °C ASTM D1478

Starting torque mNm

(g·cm)

1000

(10,200)

Running torque @ 60 minutes mNm

(g·cm)

100

(1,020)

Grease Mobility -20 °C US Steel LT-37 g/min 10 Road test to validate limits

Determination of flow pressure of lubricating

greases according to Kesternich method-30 °C DIN 51805 mbar 1400

Any questions?

• We will be addressing questions/comments being posted on the “Q&A” feature of your Zoom meeting menu.

• You may “vote up” a question by clicking on the “thumbs up” icon – this will raise the question higher up the queue to be answered.

• Depending on the volume of questions, we may not have time to answer all of them today. We will attempt to formulate answers to common questions using an FAQ feature on the NLGI website.

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HPM Specification LaunchJoe Kaperick, CLGS

Afton Chemical Corporation

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Grease Specification Governance Structure and Timeline

NLGI Grease Specifications Working GroupNLGI membership – open meetings

(initial discussions, form, structure and process for new spec)

NLGI Grease Specifications Steering CommitteeCQA, NLGI tech consultant, NLGI EC,

representatives from the Board & membership(draft recommendation of new grease spec)

NLGI Executive Committee (review recommendations)

NLGI Board of Directors (final approval)

June 2015 – June 2019Grease Specifications Working Group Meetings

July – Sept. 2019• Hire Center for Quality Assurance (CQA)• Form NLGI Grease Specifications Steering Committee • Hire Technical Consultant

October 2019 – May 2020• CQA, Tech Consultant & Steering Committee Work• Full day workshop - March 2020 (Atlanta à Virtual)

June 2020• Grease Spec Working Group Update (Virtual)• Finalization Meeting at NLGI AM à Virtual

July – September 2020• Grease Specs Steering Committee - Fine Tuning• NLGI EC and Board of Directors Approve

October – December 2020• NLGI HQ/CQA publicize the new specification

January 2021Launch HPM Grease specifications

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Forward plan• After launch of HPM core specification and enhanced performance sub-categories

• Continue work on High Temperature/Long Life category (2 to 5 years)• Continue to refine testing and work on reproducibility issues in conjunction with ASTM• Adjust or add to specifications as needed to reflect testing capabilities and industry

needs

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Any questions?

• We will be addressing questions/comments being posted on the “Q&A” feature of your Zoom meeting menu.

• You may “vote up” a question by clicking on the “thumbs up” icon – this will raise the question higher up the queue to be answered.

• Depending on the volume of questions, we may not have time to answer all of them today. We will attempt to formulate answers to common questions using an FAQ feature on the NLGI website.

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Answers• Today’s slides will be posted on the NLGI website along with supporting material

regarding the development and introduction of the new HPM specifications.

• https://www.nlgi.org/about-us/high-performance-multiuse-grease/

• If you have additional questions or comments that weren’t able to be addressed today, please feel free to contact any of today’s panelists:• Joe Kaperick – Joe.Kaperick@AftonChemical.com• Dr. Gareth Fish – Gareth.Fish@Lubrizol.com• Mike Kunselman – Grease@CenterForQA.com• Chuck Coe – ChuckCoe@Grease-Tech.com• Crystal O’Halloran – Crystal@NLGI.org

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NLGI (Virtual) Technical Week

• More details at:

• https://www.nlgi.org/news-events/nlgi-technical-week/

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Monday, August 24, 2020 Basic & Advanced Education Courses

Tuesday, August 25, 2020 Basic & Advanced Education Courses

Wednesday, August 26, 2020 Industry Speaker presentation & Technical Sessions

Thursday, August 27, 2020 Technical Sessions

Friday, August 28, 2020 Technical Session & HPM Panel Discussion