Burnt TOST: Don't Let The TOST Test Burn Your Hydraulic Oil Decision

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Burnt TOST

Don't let the TOST test burn your hydraulic oil decision

ASTM D943, commonly referred to as the Turbine Oil


Oxidation Stability Test (TOST), is widely used in the
lubrication industry to evaluate the oxidation stability
of various industrial lubricants in the presence of water.
It may be an adequate indicator of oxidation stability
for steam turbine and some circulating oils (rust and
oxidation or R&O inhibited), which continually operate
with water contamination. However, TOST test data
should not be misinterpreted as a general indicator of Figure 1
in-service oil life, especially for hydraulic fluids.
Contamination control and overall oil durability are more TOST and Its Failure Mechanism
appropriate performance indicators for in-service oil life. TOST was first developed by the American Society for
ExxonMobil used oil analysis data shows that greater Testing and Materials (ASTM) in 1943, with the current
than 90% of hydraulic oil alerts, recommending an oil method approved in 2004. It was designed to force
change, are due to contamination. lubricants to fail by a specific failure mechanism related
to the extreme conditions of high temperature, gross water
In addition to documented performance in key hydraulic contamination, and substantial air entrainment. The test,
glassware and industry recognized builder pump tests, therefore, is designed to evaluate oils under a very specific
Mobil DTE premium hydraulic oils were developed using failure mode. Each reactant and catalyst is exaggerated:
a proprietary pump test that simulates/correlates to the test oil is mixed with an additional 17% water, heated
in-service use, to provide a well-balanced formulation to 95°C (203°F), and agitated by an oxygen flow, in the
presence of iron and copper catalysts. Under these conditions,
with an overall optimized performance.
the lubricant will oxidize or hydrolyze, increasing its acidity
or acid number. Acid Number (AN), therefore, is the metric
TOST Test Results Do Not Equate to Hydraulic used to measure the oxidation stability. The life of the oil is
Oil Life measured as the time to reach an AN of 2 mgKOH/g. If a
lubricant is continuously exposed to gross water contamination,
Hydraulic oils in service almost never fail due to oxidation,
high temperatures, and air entrainment in field service,
let alone by the unrealistic conditions of the TOST test
TOST can be used as a potential indicator of lubricant life.
(see Figure 1). Based on nearly 50,000 ExxonMobil
used hydraulic oil samples, which upon testing generated
notices (alerts) identifying them to be either borderline
or unsuited for further service, only 2.5% were related Figure 2
to oxidation (Figure 2). None of the alerts were due to
oxidation alone. Furthermore, out of the 2.5% of samples ExxonMobil Used Hydraulic Oil Alerts
alerting on oxidation, statistically none failed on high acid
number (TOST failure criteria). The TOST test, therefore, 5.0% 2.5%
is not an accurate indicator of in-service oxidation
stability or lubricant life for hydraulic oils. As defined in the Oxidation + Others
"Significance and Use" section of ASTM D943-04, "[TOST] Contamination
Wear Metals
is widely used for specification purposes and is considered
of value in estimating the oxidation stability of lubricants, 92.5%
especially those that are prone to water contamination.
It should be recognized, however, that correlation between
results of this method and the oxidation stability of a
Based on 12 Years of Used Hydraulic Oil Data
lubricant in field service may vary markedly with field
(49,389 Data Points)
service conditions and with various lubricants."
Contamination, the Primary Failure
Mechanism of Hydraulic Oils
Accounting for greater than 90 percent of the hydraulic
oil alerts, contamination of the lubricant with water, dirt
and other particulates is the primary condemnation
mechanism. No matter how oxidatively stable a hydraulic
oil is, if it cannot control contamination and keep the
system clean, its oil life will be compromised. Outstanding sludging. However, Mobil DTE 25 kept going to 1250 hours.
oil durability, an oil's ability to control contamination and The test filters are shown in Figure 5. In contrast, D943
keep the system clean, while protecting the equipment TOST test results (Figure 6) would predict a very different
and operation, is required to achieve long in-service oil outcome for relative fluid life - What criteria would you rather
life for hydraulic systems. use to give you confidence in how a hydraulic oil will protect
Figure 3 your equipment? Mobil DTE 20's and Mobil DTE Excel show
exceptional overall performance in the MHFD, and have
been proven extensively in field service.

Figure 5
The data underscores the point that competitors A, B, and C, with good glassware
results, did not perform as well as Mobil DTE25 in a controlled hydraulic circuit
that more closely replicates commercial operational demands.

MHFD Filter at 750 hours

The MHFD test is a hydraulic system containing the


typical hydraulic components, such as a pump, relief
valve, filter, and reservoir (Figure 3). It is a comprehensive
hydraulic oil performance test with elevated testing
temperatures of greater than 71° C (160° F), moderate Mobil DTE 25 Competitor A Competitor B Competitor C

pressure, and very short reservoir oil residence time. Mobil DTE 20 Series is often challenged on composition or inexpensive analytical
methods. For actual hydraulic requirements, Mobil DTE 20 Series continues to
Several hydraulic failure mechanisms are monitored, be a performance leader.

including failure by lack of contamination control


and oil degradation. 500 hours of MHFD testing puts Figure 6
ASTM D943 (TOST) Comparison
hydraulic oil through the rigors of about 18 months of
7000
typical field service. Through decades of experience, 7000 6000+

ExxonMobil has proven the correlation of the MHFD test 6000

to field service. For a comparison of the TOST test and 5000

MHFD test conditions, see Figure 4. 4000

3000 2000+

Figure 4 2000
1500

Comparison of TOST Test vs. Mobil Hydraulic Fluid


1000
Durability Test
g Closely Replicates a Typical g Does Not Closely Replicate 0
Hydraulic System a Typical Hydraulic System Mobil DTE 25 Competitor A Competitor B Competitor C

Typical
TOST Test
Hydraulic
System
MHFD Test
(D 943) Conclusion
Vessel
Iron & hose Iron & hose Glass
Composition
Fluid
• Although TOST is a valuable test for indicating oxidation
170-180
Temperature,
°F (°C)
125 (52)
(77-82)
203 (95)
stability of steam turbine oils and other R&O oils prone
Water Level,
%
< 1.0 < 1.0 17.0 to gross water contamination, it does not indicate
Water, debris,
Catalysts
Water, debris,
airborne
airborne
particulate,
Iron &
copper
in-service oil life of hydraulic oils.
particulate
metal catalyst
Fluid subject Fluid subject
Fluid stirred
• Contamination is the primary failure mode of hydraulic
System to pressure to pressure
with oxygen
Condition fluctuations
and flow
fluctuations
and flow
flow fluids; therefore, contamination control and keep clean
Failure Mode
Equipment
Condition
Equipment
Condition
Acid Number
increase
performance should be the leading performance
indicators for hydraulic oil life/durability.
Three competitive hydraulic oils were put through the • The MHFD is the comprehensive proprietary hydraulic
rigors of the MHFD hydraulic system test. All three failed system test used within ExxonMobil to demonstrate
the test at 750 hours with significant filter deposits and hydraulic system component protection, keep clean
performance (system cleanliness), and in-service oil life.
• Mobil DTE 20 and DTE Excel Series hydraulic oils show
www.mobil.com
superb performance in the MHFD and continue to be
© 2005 Exxon Mobil Corporation. All rights reserved. performance leaders.
® MOBIL, the MOBIL Logo (with red O), the flying horse device, EXXONMOBIL, and the
ExxonMobil Logotype are trademarks of Exxon Mobil Corporation or one of its subsidiaries.
Mobil DTE and other brands are trademarks and brand names of Exxon Mobil Corporation or
one of its subsidiaries. XT-0001SH

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