First of Two Parts
by Jim Elsey, Summit Pump, Inc.

A common myth in the industry is that new pumps are shipped ready to “plug and play.” Assuming their new equipment has arrived fully equipped to run, end users often start new pumps with no oil in the bearings—one of the most common pumping mistakes.

Contrary to popular belief, pump manufacturers do not put oil in the pump bearing housings before shipment. This is usually because shipping a pump with oil in the housings is illegal in most circumstances. At least three U.S. governmental entities restrict this practice, because oil—especially when being transported—falls under hazardous material regulations. Government Title 49 of the Code of Federal Regulations (CFR) contains several sections pertaining to transportation of hazardous materials. The U.S. Environmental Protection Agency, Department of Transportation and Occupational Safety and Health Administration all cite 49 CFR (various section numbers) in their regulations that prohibit shipping pumps with oil in the housings.

Manufacturers also avoid placing oil in the pump bearing housings because they typically do not know which type or brand of oil the end user will choose, and the oil can easily be spilled, leaked or contaminated during the transportation and installation processes. Most pump manufacturers publish explicit warnings about the need to add oil to the bearings both in their instruction operating manuals and on the pumps.

Despite these cautions, starting a new pump without oil in the bearings is one of the most common mistakes end users make—far more common than it was forty years ago.

The resulting damage is usually significant, causing unwanted downtime and additional material and labor costs.

To avoid expensive damage and downtime, individuals responsible for pump installation and startup must ensure that the correct type and amount of uncontaminated oil is in the bearing housings.

Temperature Requirements

At the least, manufacturers recommend the type and viscosity of oil for certain ranges of operating temperature. Some may also recommend a few oil brands. When selecting an oil, one of the most important properties to look for is its viscosity grade. The correct viscosity can be determined using the correlation between the expected oil and bearing temperature and the proper viscosity required for the application. This information is typically available through a chart or table provided by the pump manufacturer or the oil supplier. In the process of oil selection you should select an International Organization for Standardization (ISO) oil number that would yield approximately 15 centistokes (cSt) when at the actual operating temperature.

The expected oil and bearing temperature can be estimated based on the process or fluid temperature, the metallurgy and geometry of the pump, and the ambient conditions. In essence, it is determined using a heat balance equation calculation: how much heat the process fluid and bearings generate (due to load) and how much heat is subsequently lost to the environment.

If present, ancillary cooling systems such as jacketed stuffing boxes (seal chambers), pedestals and bearing housings will also come into play. Other variables in the equation include the pump materials and the load on the bearings. One factor that is sometimes lost in these calculations is the oil’s role as a heat transfer medium. In most cases, completing the actual heat balance equation is not necessary because the target can be found by empirical means and alternate sources.

The most common acceptable maximum temperature limit for oil in the majority of pumps is 180 degrees F. If users choose an oil with the proper viscosity and quality, that limit can reach a suggested maximum of 200 F.

The oxidation rate of the oil changes dramatically with temperature. This rate is relatively low when the temperature is less than 140 F, but it doubles with every 18-degree increase from 86 F. This phenomenon cuts the oil life in half with every 18 degrees of increase.

Research and my experience have shown that the actual bearing temperature at the outer ring of the ball bearing is typically 5 to 10 degrees higher than the bearing housing temperature. The temperature of the oil is 5 to 20 degrees higher than the bearing housing. In the field, however, the bearing housing temperature is cooler than the bearing and the oil. For that reason, some manufacturers and practitioners suggest that the maximum temperature should be 175 F as measured at the bearing cap or housing.

As a result, most operators measure the temperature of the bearing housing to determine the corresponding pump bearing and oil temperature. The temperature must be objectively measured with an instrument such as a thermometer, surface pyrometer, thermocouple or infrared temperature sensor, not by touch or feel. I regularly receive calls from end users who report that the bearing housing feels hot to the touch. To most people, even 120 F feels hot. This is a subjective method and should be avoided.

If the process temperature is above 200 F, the bearing housings could also approach this temperature. For practical purposes, however, the bearing housing temperature will more likely be 10 to 40 degrees less than the process temperature, depending on ambient temperature. Many factors and variables affect the heat balance thermal calculation.

The frame and the shaft typically dissipate a large amount of heat to the environment. As a result, the bearing frame remains at a lower temperature. For a typical American National Standards Institute (ANSI) pump at an ambient temperature of 70 F, the difference between the pumpage temperature and the bearing temperature will increase as the pumpage temperature increases (see Figure 2).