Microsoft Word - EES-V2N2-p54.doc Energy and Earth Science Vol. 2, No. 2, 2019 www.scholink.org/ojs/index.php/ees ISSN 2578-1359 (Print) ISSN 2578-1367 (Online) 54 The Investigation on Rheology and Microstructure for Lithium Complex Grease Mao Jingjing1*, Li Jianming1, Qiu Jianwei1, Liu Lijun1, Wang Yue1 & Zhang Lijiuan1 1 Petrochina Lanzhou Lubricating Oil R&D Institute, Lanzhou, China * Mao Jingjing, E-mail: maojingjing_rhy@petrochina.com.cn Received: July 25, 2019 Accepted: August 20, 2019 Online Published: September 4, 2019 doi:10.22158/ees.v2n2p54 URL: http://dx.doi.org/10.22158/ees.v2n2p54 Abstract The rheological characteristic parameters of five lithium complex lubricating greases were determined. The comparison of rheological characteristic parameters and microstructure of the five greases was made. The results showed that the knowledge of the rheological properties of lubricating greases may contribute to reflect the change of the thickener structure. The flow transition index characterized the breaking behavior of inner structure of grease, the greater this index, the better that soap fiber structure of grease; The damping factor was shifted from a medium range towards a lower value which resulted in brittle character of sample. At a constant shear rate, the soap fiber structure of complex lithium grease is dense and uniform, apparent viscosity decline rate is small. In this sense, it is relevant to understand how the development of the soap fiber structures in the grease contributes to several functional and rheological properties of lubricating greases. Keywords lithium complex grease, rheological property, viscoelasticity, microstructure 1. Introduction The rheology of grease refers to the flow and deformation characteristics of grease when subjected to shear stress. Grease is a colloidal structure with significant non-Newtonian fluid properties. It can maintain a certain shape like a solid when it is not subjected to shear stress, that is, it will not flow when it is at rest. When subjected to weak shear stress, it will be elastically deformed; After removing shear stress, it can return to its original position and shape, exhibiting the elastic properties of the solid. When the applied shear stress is large enough, the grease deforms and flows, and thus can no longer automatically return to the original position and shape, so the starting torque of the grease in the machinery is larger than that of the liquid lubricating oil. During the flow of the grease, as the shear stress increases, the soap fibers are aligned, which reduces the apparent viscosity of grease. In the case of extremely high shear stress, the grease flows like a Newtonian fluid, and the www.scholink.org/ojs/index.php/ees Energy and Earth Science Vol. 2, No. 2, 2019 55 Published by SCHOLINK INC. viscosity remains constant and does not change with the shear rate. The rheological properties of the grease are directly related to the microstructure of the system and the interaction between the internal materials, and are the macroscopic representation of the internal microstructure of the system. Therefore, studying the rheology of grease is of great significance for the production and application of grease. In recent years, more and more researchers have used different methods to study the rheological properties of grease. Meng et al. studied the rheological properties of lithium grease based on thixotropy at different shear rates, different time and different temperatures. The rheological model with structural parameters was fitted from the experimental results. The model can describe the yield stress, shear dilution and thixotropy of the tested grease. Guo et al. studied the rheological properties of semi-fluid lithium grease and complex lithium grease at different consistency and temperature, and discussed the effects of the type, content, temperature and shear rate of thickeners on their rheological properties. Wang et al. studied the effects of structure and content of thickener, temperature, base oil viscosity and shear time on rheological parameters were investigated by HAAK rheometer. The results show that the strength limit of grease decreases with the increase of temperature, but the change of plastic viscosity and plastic index is irregular. Delgado et al. studied the relationship between rheological properties and microstructures in the preparation of lithium grease. J.M. Franco et al. studied the mixed rheological properties in the production of grease. J.E. Martin-Alfonso et al. studied the effect of a polymer on the rheological properties of greases. Yeong et al. studied the steady flow and viscoelasticity of greases with different thickener content. However, the test instruments and methods used by researchers are different, and the rheological performance test results are also described in different ways. The research contents are mainly focused on thixotropy, yield stress and apparent viscosity of lubricating grease rheology. The viscoelastic characteristic parameters of lubricating grease and their relationship with microstructure have not been reported. In 2007 and 2011, the German standard revised and published the DIN 51810-1 “Determination of the shear viscosity of greases using a rotational viscometer—Part 1: Cone and plate inspection systems”, DIN 51810-2 “Determination of lubrication Rheological properties—Part 2: Determination of the flow point using an oscillating rheometer with a parallel plate detection system. The standard specifies the test methods and conditions for grease rheology, but the standard is not used to describe how the test results should be understood and applied. In addition, therefore, this paper applies and discusses the standard method through literature and data accumulation. The rheological tests of several lithium complex grease samples were carried out, and the test results were analyzed. The microstructure of the samples was compared with the samples. It is believed that by testing the rheological parameters of lubricating grease, it has certain guiding significance for the development and application of grease products. www.scholink.org/ojs/index.php/ees Energy and Earth Science Vol. 2, No. 2, 2019 56 Published by SCHOLINK INC. 2. Experiment Part 2.1 Test Equipment The electron micrograph was taken by a field emission scanning electron microscope (FE-SEM) manufactured by JEOL, model number JSM-6701F. The rheology test uses Anton Paar’s MCR301 rheometer with air bearings, motors and optical encoders. It can be extended to different temperature control units with control stress and control rate functions. The oscillating mode experiment used a parallel plate test system with a diameter of 25 mm. The rotation mode experiment used a cone and plate test system with a diameter of 25 mm and an angle of 1.0 °C. Test temperature accuracy ± 0.1 °C. 2.2 Test Methods Refer to DIN 51810-1 and DIN 51810-2. 2.3 Preparation and Performance of Grease Samples The base oil and 12-hydroxystearic acid were added to the kettle and stirred, and the mixture was heated to 80 °C to dissolve. After 90-100 °C, a lithium hydroxide aqueous solution was added and saponified for 2 hours. Dehydrated at 130 °C for 1 h. The aqueous solution of lithium hydroxide and azelaic acid was added to carry out a reaction for 1 hour, and the mixture was heated to 160 °C for 1 hour, and then the remaining base oil was added, and the temperature was raised to 210 °C for 10 minutes. Final cooling, addition of additives and homogenization. The properties of the five samples are shown in Table 1. Samples 1 and 2 were commercial greases products, and the others were laboratory prepared samples. Table 1. Basic Properties of Five Lithium Complex Grease Test items sample1 sample 2 sample 3 sample 4 sample 5 Test Methods Worked penetration/0.1mm 279 232 213 256 225 ISO 2137 Prolonged worked penetration /0.1mm 295 250 233 272 267 ISO 2137 Dropping Point/℃ 304 275 317 316 315 ISO 6299 oil separation /% 2.52 0.5 0 3.02 2.31 ASTM D6184 3. Results and Discussion 3.1 Comparison of Microstructure The microstructures of the five lithium complex grease samples were compared, and the electron micrographs of the photographs are shown in Figure 1. It can be seen from the figure that the soap fiber network structure of the five samples has obvious differences. The soap fiber of sample 1 is slender, the diameter is the most uniform, and almost all the fibers exhibit a clear double helix-like structure, the whole fiber network is dense and interlaced. The fiber morphology and regularity of samples 2 and 3 were slightly worse than those of sample 1, and there were relatively coarse fibers. www.scholink.org/ojs/index.php/ees Energy and Earth Science Vol. 2, No. 2, 2019 57 Published by SCHOLINK INC. The soap fiber of sample 4 was uneven in diameter and length, and part of the soap fiber had no double helix structure. Sample 5 had the worst morphology of soap fibers, loose network structure, different diameter and length of soap fibers, and lumpy and flaky soap fibers. The difference in microstructure of the lithium complex grease sample will result in a change in macroscopic rheological properties. sample 1 sample 2 sample 3 sample 4 sample 5 Figure 1. SEM Photograph of Five Lithium Complex Greases 3.2 Comparison of Viscoelasticity Grease is a semi-solid material that is both viscous and elastic. The oscillating experiments of five lithium complex grease samples were carried out by rheometer, and the relationship between the storage modulus G’ and the loss modulus G’’ as the shear stress increased was obtained, as shown in Figure 2 and Figure 3, The storage modulus G’ represents the elastic part of the viscoelasticity of the grease, indicating that the stress energy is temporarily stored in the test and can be recovered. The loss modulus G' represents the viscous portion of the viscoelasticity of the grease, indicating that the energy used for the initial flow is an irreversible loss and the energy is converted to shear heat. At 25°C and -40°C, the modulus of the five samples decreased with the increase of stress. When the stress is small, G’ is greater than G’’, indicating that the samples have more similar structural features to solids. The point at which the storage modulus G’ begins to decrease is usually defined as the end point of the linear viscoelastic region (LVE), which determines the maximum deformation that the sample can withstand before the www.scholink.org/ojs/index.php/ees Energy and Earth Science Vol. 2, No. 2, 2019 58 Published by SCHOLINK INC. internal structure is destroyed. The shear stress τy at this time is also called yield point. In the linear viscoelastic region, the grease has gel characteristics, physical or chemical cross-linking network structure, G’ and G’’ can characterize the structural strength and viscosity of the grease, and Thickener is the main factor affecting the structure of grease. It can be seen from Figure 2 that the modulus values of the five samples with higher consistency at normal temperature are also higher, and the corresponding yield stress τy is also larger, which is consistent with the actual use of the grease. When the mechanical parts rotate, generally grease with a thicker consistency require a larger external force to deform, so the rotational torque is also higher. As the shear stress increases, the modulus decreases. When the shear stress τ>τy, the sample enters the yielding zone. The soap fiber structure of the lithium complex grease begins to be destroyed, and the soap fibers begin to be rearranged, but at this time the sample still has gel characteristics, only partial deformation can be recovered; At higher shear stress, The lines G’ and G’’ intersect at one point, also known as the flow point, the stress at G’=G’’ is taken as the flow stress τf, indicating that the sample begins to flow at this time, and the fiber network structure of the lithium complex grease is greatly destructed, when the shear stress τ>τf, the viscosity characteristic of the sample is greater than the elastic characteristic, G’’>G’, indicating that the sample is in a liquid state and exhibits flow behavior. Figure 2. The Storage and Loss Modulus for Greases(25℃) 10 2 10 3 10 4 10 5 10 6 Pa G' G'' 1 10 100 1,000 10,000Pa Shear Stress  Sample 1 Sample 1[LVE-R] Sample 1[Flow Point] Sample 2 Sample 2[LVE-R] Sample 2[Flow Point] Sample 3 Sample 3[LVE-R] Sample 3[Flow Point] Sample 4 Sample 4[LVE-R] Sample 4[Flow Point] Sample 5 Sample 5[LVE-R] Sample 5[Flow Point] www.scholink.org/ojs/index.php/ees Energy and Earth Science Vol. 2, No. 2, 2019 59 Published by SCHOLINK INC. Figure 3. The Storage and Loss Modulus for Greases(-40℃) The calculated viscoelastic characteristic parameters are shown in Table 2 and Table 3. The stress value τf of the flow point is one of the important characteristics of the grease, and has significance in the application of the grease. The flow stress of the five samples at -40°C was significantly increased compared with 25°C, indicating that the fluidity of the lithium complex grease deteriorated at low temperatures. Comparing sample 2 and sample 3 with close consistency, it was found that the flow stress of sample 3 was much higher than that of sample 2 at -40°C, indicating that the low temperature fluidity of sample 2 was better. The flow transition index τf/τy is also an important rheological characteristic parameter, which can describe the failure behavior of the internal structure of grease. The closer the value is to 1, the more the grease exhibits brittleness, and the soap fibers are more susceptible to breakage when sheared. It can be seen from Table 2 that the τf/τy of the five samples differs greatly at 25°C, and the τf/τy value of the sample 1 is the largest, indicating that the soap fiber structure is the most stable and tough, compared with the electron micrograph in Figure 1, The soap fiber of sample 1 has the most uniform morphology and the most compact network structure. The τf/τy values of sample 2 and sample 3 are relatively close, and the morphology and uniformity of the soap fibers are similar in terms of microstructure. The τf/τy value of sample 4 was much lower than that of sample 1, and the corresponding microstructure was also significantly deteriorated, indicating that the soap fiber structure was more easily destroyed and the stability was poor when sheared by stress. The τf/τy value of sample 5 was the smallest, and the grease structure was most easily destroyed. Compared with the microstructure, the soap fiber morphology of sample 5 was also the worst. Therefore, comparing the flow transition index τf/τy of five samples at room temperature and the structure of soap fiber, it is found that there is a certain relationship, and the poorer the morphology of the soap fiber structure, the smaller the value of τf/τy. It can be seen from Table 3 that the grease will become hard and brittle at -40°C due to the extremely low temperature, and the τf/τy values of the five samples are significantly reduced and the difference is not large. It is indicated that the flow transition index τf/τy of the lithium complex grease can be tested at room 10 3 10 4 10 5 10 6 10 7 Pa G' G'' 10 100 1,000 10,000 100,000Pa Shear Stress  Sample 1 Sample 1[LVE-R] Sample 1[Flow Point] Sample 2 Sample 2[LVE-R] Sample 2[Flow Point] Sample 3 Sample 3[LVE-R] Sample 3[Flow Point] Sample 4 Sample 4[LVE-R] Sample 4[Flow Point] Sample 5 Sample 5[LVE-R] Sample 5[Flow Point] www.scholink.org/ojs/index.php/ees Energy and Earth Science Vol. 2, No. 2, 2019 60 Published by SCHOLINK INC. temperature, which can better reflect the stability of the internal structure of the sample. In addition, the loss factor or damping coefficient tan δ=G’’/G’ can also be used as an added value for grease performance description. The loss coefficient values in the linear viscoelastic region are shown in Table 2 and Table 3. The small loss factor value indicates that the sample is brittle and the loss factor is large, indicating that the sample is easier to spread. It can be seen from Table 2 that the sample has the largest tanδ value at room temperature, and the soap fiber is finer and uniform in terms of microstructure, so that it is easier to spread and enter the raceway surface. The tanδ values of sample 2, sample 3, and sample 4 were substantially at one level. Sample 5 has the smallest tanδ value, and its soap fiber structure is also the worst. The uneven soap fiber makes it difficult to enter the raceway, and the sample is brittle. At -40°C, the tan δ values of the five samples increased to different extents, indicating that the brittleness of the grease became larger at low temperatures, but the relationship between the tan δ value and the microstructure of the sample was not obvious, indicating the rheology of grease is not only related to thickeners, but also factors such as base oil at low temperature. Table 2. Viscoelastic Characteristic Parameters for Lithium Complex Greases(25℃) Viscoelastic characteristic parameter Sample number 1 2 3 4 5 Yield point τy /Pa 33.2 79.1 178 83.5 335 Flow point τf /Pa 809.5 1238 2192 616.1 1873 Flow transition index τf/τy 24.38 15.65 12.31 7.38 5.59 Loss factor tanδ 0.311 0.233 0.236 0.258 0.135 Table 3. Viscoelastic Characteristic Parameters for Lithium Complex Greases(-40℃) Viscoelastic characteristic parameter Sample number 1 2 3 4 5 Yield point τy /Pa 10200 562 3720 3070 571 Flow point τf /Pa 35570 1814 23390 10470 1926 Flow transition index τf/τy 3.49 3.23 6.29 3.41 3.37 Loss factor tanδ 0.345 0.3745 0.2595 0.407 0.473 3.3 Comparison of Shear Viscosity Viscosity is a property of a material that undergoes flow and irreversible deformation under stress. The relationship between the shear stress τ of Newtonian fluid and the shear rate  is =    . While the grease is a non-Newtonian fluid, the shear stress and shear rate are not proportional, so the shear viscosity η can only be determined under the specified test conditions. The viscosity of the five lithium complex grease samples was measured at a constant shear rate as shown in Figure 4. www.scholink.org/ojs/index.php/ees Energy and Earth Science Vol. 2, No. 2, 2019 61 Published by SCHOLINK INC. Figure 4. The Shear Viscosity Changes for Lithium Complex Greases Since the grease is a shear-thinning fluid, the viscosity of the five samples decreased slightly under constant shear at 5 minutes. The initial viscosity A and the final viscosity E in the test period and the viscosity decrease rate rel are recorded from the graph, and are calculated according to the equation - 100A E rel A       , expressed in units of percentage. As shown in Table 4, it can be seen that the viscosity drop rate of the sample 1 is the smallest, and a certain viscosity can be maintained after shearing, and the soap fiber structure is the most stable. The viscosity reduction rates of sample 2, sample 3, and sample 4 were substantially at one level, and the stability of the soap fiber structure was not much different. The viscosity of the sample 5 decreased the fastest, and the viscosity decreased by nearly half after 5 minutes of shearing, indicating that the shear resistance was poor. Therefore, the denser and more uniform the soap fiber structure of the lithium complex grease, the better the viscosity is maintained during the shearing process, and the poorer the soap fiber structure, the faster the viscosity decreases during shearing. If the viscosity drops too fast during use, it will be lost or smashed, which will eventually lead to lubrication failure. Table 4. The Shear Viscosity for Lithium Complex Greases Shear viscosity Sample number 1 2 3 4 5 Initial viscosity ηA /Pa·s 4.54 6.14 6.90 3.51 5.57 Final viscosity ηE /Pa·s 4.35 5.38 5.91 3.14 3.09 Relative viscosity drop rate ηrel /% 4.17 12.3 14.3 10.5 44.5 4. Conclusion (1) By determining the rheological characteristic parameters of the grease, the stability and the degree of damage of the lithium complex grease structure can be described, which has certain guiding significance for the development and use of the product. The rheological properties of lithium complex greases are related to the microstructure of the grease and are the macroscopic representation of the internal 1 10 Pa·s  5 5.5 6 6.5 7 7.5 8 8.5 9 9.5 10min t Sample 1 Sample 2 Sample 3 Sample 4 Sample 5 www.scholink.org/ojs/index.php/ees Energy and Earth Science Vol. 2, No. 2, 2019 62 Published by SCHOLINK INC. microstructure of the grease. The lithium complex grease with excellent performance should have a dense and uniform, staggered three-dimensional network structure, and the soap fiber exhibits a distinct double helix structure. (2) The viscoelastic characteristic parameters are related to the microstructure of the grease. The flow transition index τf/τy is an important rheological characteristic parameter that can describe the failure behavior of the internal structure of the grease. The poorer the soap fiber structure of the lithium complex grease, the smaller the value of τf/τy, indicating that the soap fiber is more likely to break under the action of shearing force. The loss factor tan δ can be used as an added value for grease performance description. The hourly loss factor indicates that the sample is brittle and the loss factor is large, indicating that the sample is easier to spread. (3) At a constant shear rate, the denser and more uniform the soap fiber structure of the lithium complex grease, the better the viscosity is maintained during shearing, the smaller the relative viscosity drop rate, and the worse the soap fiber structure. The faster the viscosity decreases during the shearing process, the greater the rate of decrease in relative viscosity. References Delgado, M. A. et al. (2005). Relationship among Microstructure, Rheology and Processing of A Lithium Lubricating Grease. 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