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speeds, splash lubrication and forced circulation lubrication are more appropriate, but there are exceptions. Sometimes, for maintenance reasons, a grease lubricant is used even with high speed. Table 20-1 presents lubricants, methods and their applicable ranges of speed.
   The following is a brief discussion of the three lubrication methods.
  20.1.1 Grease Lubrication
   
Grease lubrication is suitable for any gear system that is open or enclosed, so long as it runs at low speed. There are three major points regarding grease:
  1. Choosing a lubricant with suitable viscosity.
      A lubricant with good fluidity is especially
      effective in an enclosed system.
  2. Not suitable for use under high load and
      Continuous operation. The cooling effect of
      grease is not as good as lubricating oil. So
      it may become a problem with temperature
      rise under high load and continuous operating
      conditions.
  3. Proper quantity of grease.
     There must be sufficient grease to do the job.
      However, too much grease can be harmful,
      particularly in an enclosed system. Excess
      grease will cause agitation, viscous drag
      and result in power loss.
20.1.2 Splash Lubrication
  
Splash lubrication is used with an enclosed system. The rotating gears splash lubricant onto the gear system and bearings. It needs at least 3 m/s tangential speed to be effective. However, splash lubrication has several problems, two of them being oil level and temperature limitation.
   1. Oil level.
   There will be excessive agitation loss if the oil level is too high. On the other hand, there will not be effective lubrication or ability to cool the gears if the level is too low. Table 20-2 shows guide lines for proper oil level. Also, the oil level during operation must be monitored, as contrasted with the static level, in that the oil level will drop when the gears are in motion. This problem may be countered by raising the static level of lubricant or installing an oil pan.
   2. Temperature limitation.
   The temperature of a gear system may rise because of friction loss due to gears, bearings and lubricant agitation. Rising temperature may cause one or more of the following problems:
   - Lower viscosity of lubricant.
   -Accelerated degradation of lubricant.
   -Deformation of housing, gears and shafts.
   - Decreased backlash.
   New high-performance lubricants can withstand up to 80 to 90ºC. This temperature can be regarded as the limit. If the lubricants temperature is expected to exceed this limit, cooling fins should be added to the gear box, or a cooling fan incorporated into the system.
20.1.3 Forced-Circulation Lubrication
  
Forced-circulation lubrication applies lubricant to the contact portion of the teeth by means of an oil pump. There are drop, spray and oil mist methods of application.
   1. Drop method:
   An oil pump is used to suck-up the lubricant and then directly drop it on the contact portion of the gears via a delivery pipe.
   2. Spray method:
   An oil pump is used to spray the lubricant directly on the contact area of the gears.
   3. Oil mist method:
   Lubricant is mixed with compressed air to form an oil mist that is sprayed against the contact region of the gears. It is especially suitable for high-speed gearing.
   Oil tank, pump, filter, piping and other devices are needed in the forced-lubrication system. Therefore, it is used only for special high-speed or large gear box applications. By filtering and cooling the circulating lubricant, the right viscosity and cleanliness can be maintained. This is considered to be the best way to lubricate gears.

   20.2 Gear Lubricants
  
An oil film must be formed at the contact surface of the teeth to minimize friction and to prevent dry metal-to-metal contact. The lubricant should have the properties listed in Table 20-3.

   20.2.1 Viscosity of Lubricant
  
The correct viscosity is the most important consideration in choosing a proper lubricant. The viscosity grade of industrial lubricant is regulated in JIS K 2001. Table 20-4 expresses ISO viscosity grade of industrial lubricants.

   JIS K 2219 regulates the gear oil for industrial and automobile use. Table 20-5 shows the classes and viscosities for industrial gear oils.

   JIS K 2220 regulates the specification of grease which is based on NLGI viscosity ranges. These are shown in Table 20-6.
   Besides JIS viscosity classifications, Table 20-7 contains AGMA viscosity grades and their equivalent ISO viscosity grades.

   20.2.2 Selection of Lubricant
   
It is practical to select a lubricant by following the catalog or technical manual of the manufacturer. Table 20-8 is the application guide from AGMA 250.03 "Lubrication of Industrial Enclosed Gear Drives".
   Table 20-9 is the application guide chart for worm gears from AGMA 250.03.
   Table 20-10 expresses the reference value of viscosity of lubricant used in the equations for the strength of worm gears in JGMA 405-01.


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