parts cleaning

Heat Treat Radio #119: Solvent vs. Aqueous Cleaning: Choosing the Best Method for Your Process

In this Heat Treat Radio episode, host Doug Glenn sits down with Fernando Carminholi, the business development manager at Hubbard-Hall, to discuss solvent and aqueous cleaners and why cleaning is a crucial step in both pre and post thermal processing to ensure quality part outcomes. Fernando offers practical guidance, discusses solvent vs. aqueous cleaning methods, common pitfalls, and upcoming EPA regulations that could impact the industry.

From production to engineering to quality, there are valuable insights for everyone on optimizing cleaning process for better part quality, longer furnace life, and maintaining compliance in the latest regulatory environment.

Below, you can watch the video, listen to the podcast by clicking on the audio play button, or read an edited transcript.



The following transcript has been edited for your reading enjoyment.


Doug Glenn: Welcome to Heat Treat Radio. I would like to start off with some parts cleaning basics. Do all parts need to be heat treated? Why do we do cleaning? And what are the risks of not cleaning?

General Parts Cleaning (01:40)

Fernando Carminholi: Thank you for this opportunity to talk about cleaners and the importance of cleaning. We’re going to focus on the cleaning before the heat treat, but there is also a cleaner after the heat treat when you remove quenching agents.

You asked how to know if parts need to be cleaned. And my answer to that is “yes,” and it could be “maybe” as well. The “maybe” is because some really light oily parts with light oil go to the furnace and there is not a problem. I would say that maybe 10% of all the parts heat treated do not need cleaned in any kind of operation. They go from stamping or deep drawing straight to the furnace.

But the rest — the 90% — will require cleaning. And that’s exactly what we’re going to talk about today.

Approximately 30%–35% will pass through a solvent cleaning. When we’re talking about solvent cleaning, there are two different ways to clean parts. One is the well-known technology of open-top degreasers. You have your solvent in a proper tank, and then you have some chillers on top to hold the vapor; this is called a “vapor degreaser.” You see a lot of these machines on the market from the 80s and 90s.

Another way to use solvents is in a closed vacuum machine, which is a more technologically updated machine.

And the rest of parts, I would say more than 50%, are cleaned in water-based cleaners, which could be in a spray application, a spiral tunnel, or immersion.

And normally, what kind of oils do we clean? As the years go on, there are new regulations for the oils with all the modernization. Every year the R&Ds work with new kinds of oils — cooling fluids, rust inhibitors, forming lubricants, and deep drawing compounds. Plus, they could be synthetic, and every year the oils become more difficult to remove. That’s the big challenge for the cleaning operation.

Doug Glenn: I assume the solvents must keep up with the changes in the chemistry of the cleaners?

Fernando Carminholi: Sure. Both of the systems have to keep up: the solvents and the aqueous.

Doug Glenn: If I’m hearing you right, Fernando, you’re saying that probably 90% of parts in in the heat treat process are cleaned. Maybe 35% of those get solvent-based cleaning and the rest aqueous-based.

I’ve heard that there are various reasons why we clean. Obviously if you’re going into a vacuum furnace, there are different reasons for why you clean than if you’re going into an air and atmosphere furnace. You’re wanting to make sure you don’t drag all those contaminants into a vacuum furnace. That’s one reason why you clean, right?

Fernando Carminholi: Exactly. But most will be more atmospheric furnaces. And then what do you drag in? Most of the clients we’re talking about move high volumes inside the furnace.

Let’s think about it in two different ways. If you don’t clean at all, or you have a bad cleaning, what is the problem? If you don’t have a cleaner at all because it’s a really light, clean oil and part that doesn’t drag that much oil, it could be fine.

But let’s think about a big operation with lots of oil, maybe fasteners or a kind of part that carries more oil to the furnace; it will produce a lot of drag and it will burn. You will have furnace contamination that will contaminate the oxygen and the carbon — it can cause decarbonization which can affect the hardness and the mechanical properties of the parts. The easiest way to see that this is happening is if there is a lot of smoke, which is common.

Fasteners that may carry more oil to the furnace

Doug Glenn: It is common. And one thought I had is not only will it potentially affect the parts, but it can impact the life of your furnace because you’re getting a lot of contamination, it’s going to need more maintenance, and you can damage your furnace.

Fernando Carminholi: Definitely. It will need more maintenance and shorten the life of the furnace. The smoke can also cause an uneven heat distribution inside the furnace and can lead to warping, cracks, and inconsistent hardness on the part. And that’s the result of no cleaning at all.

Now look at it another way. If you have the cleaner, machine-cleaning solvents or water based, and somehow you’re not cleaning the parts well, you can drag more than oil to the furnace. You can drag other compounds. With water-based cleaners in particular, you can drag the rinses together with all the chemicals.

And you have a different areas, like in nitriding or FNC operations, where the area with the oil that was not cleaned well will suffer some soft spots and unformed hardness — like the opposite of using sunscreen on the beach. You can cause surface defects like heating stains and areas that are well heat treated as well as areas where the structure is not as expected.

Doug Glenn: It’s almost like unintentionally using a stop-off paint on your part.

I want people who may not have dealt with parts cleaning in the past to hear some of these things: Not all parts need cleaned. A good number of parts do. If oil on the surface, or contamination, or spottiness on the finish of the part is not an issue, then you may not need to wash. But a very large percentage of parts that are heat treated do get washed in either solvents or aqueous-based, water-based solvents. And it’s good for the life of your furnace, the interior furnace, the maintenance of your furnace, and the properties of the parts.

Legislation (11:40)

I want to move on to a second topic that I thought would be very enlightening to some of our more experienced parts cleaning people. That is the area of legislation that Hubbard-Hall is aware of that’s going to be coming down the pike that we need to be aware of. Can you talk a little bit about the legislation regarding parts cleaning?

Fernando Carminholi: When we’re talking about legislation, everything that the EPA stated, let’s separate again into two different topics: water based and solvent based. When we’re talking about water-based cleaners, you have to watch out for what kind of raw materials you’re using.

What is the cleaner formulation? Because if you don’t rinse well, that’s something that you need to control in your process. If you don’t rinse well, you’re going to be dragging a lot of those materials. That can cause all the problems that we’ve already talked about. But legislation for water-based cleaners is less problematic.

I would like to wave a red flag right now because if you’re working with some product that will be restricted, you need to change.

And then, for example, you have some restrictions with some surfactants. And it’s based, but, for example, none of the latest. All those new formulations, I would say that they’re already free of.

Another big topic to discuss, and something that everyone is talking about now, is products containing PFAS. It could be in both a water-based cleaner and in the solvent.

Doug Glenn: What are those two things that you mentioned?

Fernando Carminholi: PFAS are fluorinated compounds. You see a lot of these in Teflon based, fire extinguisher foam, and in a lot of different things in the industry. These are forever chemicals. So far there is not a good, stable way to treat and eliminate these chemicals from the drinking water. This is something that the industry is regulating: how to treat and how to waste those chemicals because some of those compounds.

We’re talking about PPT (part per trillion); it’s a really low amount in the drinking water. But this is something to watch out for on the chemicals. This is something that is already suffering restriction, and it’s a hot topic.

Doug Glenn: Are these rules that are coming down federally based or are they state based?

Fernando Carminholi: These are federal. If you look up PFAS, all the surface finishing world and the wastewater world is talking about them. If you look at Congress, a lot of regulations from the government are talking about maybe having different states with different numbers. This is something that is already defining the rules and defining how to analyze and how to treat it.  

Hubbard-Hall already does PFAS-free manufacturing. We decided not to work in this way.

I would like to switch gears a little bit here. With regulations, normally we talk more about the solvents. The solvents we’re talking about — methylene chloride, TCE (trichloroethylene), perchloroethylene, propyl mide — are the halogenated solvents that are already on the list. The EPA is working on this already.

I have a cheat sheet with some numbers I would like to bring up. If you go on the Hubbard-Hall website, you can find this table. To create this chart, we took all the regulations and put them in one table for different solvents.  When the EPA rule was stated, for example, methylene chloride is already finishing. The rule was dated March 2024. All companies have until March 2026 to stop using this solvent as a cleaner. 

Click the image for more information

There are exceptions. For example, if you use them for NASA or federal use, you have a little bit more time. For TCE, you have less than one year; by January 2026th, you’re not going to be able to use TCE as a vapor degreaser.

There are some alternatives for that. If you’re using an open-top machine, fluorinated solvents are an alternative; they have low global warming potential and are non-flammable, stable products. Those are available on the market.

Another alternative is modified alcohol, which is the best choice. This is a formulated alcohol. It’s not a book solvent. It’s a formulated product. It has a good cleaning ability and a good permeability because that’s the beauty of the solvent. It can go between the parts or inside the holes to clean everything. And modified alcohols can be used in the vacuum cleaning machine. It will work almost the same as the vacuum furnace. But on the cleaning side you have all the equipment running in a vacuum and you have a distillation process that will remove oil and the water from the part.

Doug Glenn: I’m curious about that chart that we were looking at. As you know, most of our readers and listeners are manufacturers who have their own in-house heat treating and we get a lot of commercial heat treaters, too. But our core audience are those manufacturers who have their own in-house heat treat. How many of them do you think are using either solvent or water-based solutions that are going to be ruled out by these regulations?

Fernando Carminholi: I would say that today 20% use halogenated solvents that need to be ruled out and switched for another technology. In some states, such as New York and Minnesota, this is already in place. They cannot use them. But the final date rule to be enacted, for example, for TCE would be January of 2026.

The unique one that is just proposed but is not finalized yet is the NPB. I think that will take between 3–5 years to be fully restricted.

Doug Glenn: It seems safe to say that there’s a significant number of people out there currently using cleaning solvents that will be outlawed over the next 3–5 years, so they need to start looking for another technology?

Fernando Carminholi: I would like to wave a red flag right now because if you’re working with some product that will be restricted, you need to change. Or use the same equipment. But as I told you, the fluorinated solvent would be 3–4 times more expensive.

On the other hand, if you’re going to buy equipment to use modified alcohol, there are not that many equipment manufacturers and that’s the limit. If 20% of this market needs to change, they will expect to change six months before. I would say that today you have equipment manufacturing expecting to deliver equipment in six months.

Doug Glenn: People need to keep in mind the lead time that they’re not going to get that equipment that quickly.

Aqueous Based vs. Solvent Cleaners (25:07)

Doug Glenn: Let’s jump in and talk about the pros and cons of using aqueous (or water-based) versus solvent cleaners. What’s the difference and why would we choose one over the other?

Fernando Carminholi: This is a really extensive debate. You can see some videos at the Hubbard-Hall website talking about this. What I see in the market is that companies selling only solvent will always talk poorly about the water-based. Companies that sell only water-based products are talking bad about the solvents and regulations.

I would say that Hubbard-Hall plays on both sides. We understand the best usage for different applications. I would try to go on the really high level. “Hey, I am the solvent side; I need to keep on the solvent side.” Or, “I need to go for a water based.”

First of all, you need to understand the contamination. What kind of oil? We’re talking about the cooling fluid, rust inhibitor, dip drawing, a lot of heavy, chlorinated oil, whether it contains sulfur, or whether it is a polar or nonpolar-based — that would decide what kind of solvent or water-based product you’re going to use. Normally, when you have an oil-based hydrocarbon, it tends to be easier to remove with solvents. When you have a water-based cooling agent or rust inhibitor, that’s easier to remove with a water base. This is one thing to consider, but it doesn’t mean that if you have a hydrocarbon you cannot remove it with water.

A discussion about waste and cost of parts cleaning

Another thing that you need to take a look at is the part geometry. If it is a flat part, it’s easy to remove oils with a spray. Or you may need ultrasonics to remove oils if there are a lot of blind holes and parts really close to each other. That’s an advantage of going to the solvents here because even if you use a really good surfactant, which will change the surface tension, the solvent tends to have a much better permeability — that’s the term for cleaning the really deep holes and the parts really close to each other.

Another thing to consider is I would call overall the EHS. That means what is the company? Is it okay to use inside the factory? Do I need VOCs? Do I need aqueous to be VOC free? For solvents you need to check how flammable they are.

Waste in Cleaning (29:07)

When we’re talking about waste and footprint — what is the difference between the systems? The footprint for solvent is smaller because all you need is the degreaser machine, open top or vacuum cleaner. You clean and you dry. Normally, the drying process is way easier with the solvent.

Plus, you don’t have all the other processes needed for the water based. All the waste generated from the solvent that you have is possibly some water that came from the water-based rust inhibitor or even the oil or some cleaner that is already gone. You have this weighed and then you send for a partner that will pick it up and take care of the waste.

For aqueous, this is different. You will need rinses. You will need a temperature to dry. You need blowers; you need heaters. The o-rings [ET1] may be needed to dry the parts, and that’s a problem. If you leave the water behind, it can lead to corrosion, for example. So that’s a big difference between solvent and water-based.

Doug Glenn: The reason the solvent is not an issue so much with the drag out, where you keep part of the cleaning solution on the products, is because of evaporation? Solvents evaporate much quicker than water.

Fernando Carminholi: Yes, that’s right. That’s why old open-top vapor machines could be a problem because the EPA [MS2] [JM3] tightens limits every year. When you have an old machine with chillers on the top, you have the vapor phase, which is when you heat up your solvent. And then you have the chillers, which is the coil to condensate back. If the chiller is not working well, the solvency will go to the atmosphere. At the end, when you take out your part, it will dry up really easily. When you go for the closed system, you don’t have this emission.

That is another big difference between solvent and water-based. When you have a machine based on the solvent, you feel the machine. Normally, we’re talking about five to ten drums of product, and the consumption is really low. Clients spend one drum every 2 or 3 months for solvent depending on the system. For aqueous, you need all the rinses. So every time that you run a load, you go through the rinse, and you drag solution out of your tank, so the consumption will be higher for water based.

The Cost Debate (33:07)

Doug Glenn: So as far as variable cost, your aqueous system might have a higher operational cost?

Fernando Carminholi: That’s another good debate. The operational costs need to include the equipment as well.

Doug Glenn: I was going to ask about the difference between capital equipment costs. You said the solvent is a smaller footprint, does that mean it is a lower price?

Fernando Carminholi: Yes, I would say for the aqueous, if you need to include ultrasonic, for example, because you need an invasive way to use the waves to clean the parts, it will increase the cost. However, normally the cycles for the water based are lower. You can produce more parts.

No clear winner here when talking about cost

For example, if you were cleaning parts in a plant that already has a wastewater system, you will need to treat the water (possibly 1 to 2 gallons per minute depending on the flow rate on the rinses). This water needs to be treated before it is dumped into the sewage. You also need to follow the regulations and the limits.

But the cost overall depends on the parts. If we start to talk about cost, there’s a big difference now. Not that long ago, before Covid, water used to be cheap. But now water is very expensive. Energy is very expensive. Waste is very, very, very expensive. Then if you take all this rework, it is unacceptable. We like to say, cleaners can be cheap, but poor cleaning is always expensive.

The cleaning process will be cheaper than the heat treated part or even the steel or grinding or blasting. If you take the overall cost, cleaning is nothing. But if you don’t do the best that you can do, it can cause a huge problem, and that’s one thing to keep in mind.

Doug Glenn: Product failure, most notably. The more critical the part, the more important to make sure it’s cleaned.

Is it safe to say there’s no clear winner here when we talk about cost of equipment versus cost of operation for aqueous or solvent?

Fernando Carminholi: It really depends on the parts, the level of cleanliness that you want, and the kind of oil you’re using.

If you have a part that cannot be cleaned with aqueous because there’s a lot of holes and you need to clean inside the holes or the parts are close together, then there is no comparison. But you can bring up a lot of factors and put them side-by-side.

Solvent could be more expensive because of the chemical consumption, but for aqueous you need more equipment. When you’re talking about a vacuum cleaning machine, it will be a substantial capital expense for the equipment — over $1 million.

I’m seeing equipment manufacturers for the vacuum washing machine. They’re looking at the market and they see the problem of the mix of oils and cooling and you can use what they call a hybrid system. On the same machine you can use water-based fluid and then go to the solvent fluid. That’s a new feature in the market.

Doug Glenn: That’s very interesting. It’s a hybrid piece of equipment that starts with an aqueous wash and then finishes up maybe with a solvent washer?

Fernando Carminholi: Exactly.

Cleaning and the Environment (39:03)

Doug Glenn: Let’s move on to the fourth and final topic. I want to wrap up this third thing that we’re talking about as far as the pros and cons of aqueous versus solvent. If a listener has questions about which system makes the most sense for them, I’m sure your team at Hubbard-Hall can help them answer that question.

Fernando Carminholi: The best way to evaluate is to get a picture of your situation. We look at your costs, the pros and cons that you have today, your timeline for changing, whether you’re solvent regulated, for example.

We can do a scenario on how much you’re going to spend on the new line if you need a new line. We do have a prototype line where we can run some tests, different cleaners or solvent, or open-top machine. We can run different scenarios, evaluate the costs, and find a more environmentally friendly solution.

Doug Glenn: The last question I do want to ask you is about the cleaning process. How do we make it more efficient, profitable, and environmentally friendly?

Fernando Carminholi: The chemical manufacturers look it up in different ways. Let’s start with the solvent. Like I told you, there are a few. It’s a really low drag out. But it is dependent on the solvent, especially talking about modified alcohol. All the oil that you bring on the part could contain product that would change the pH of the chemical, and it could go really acidic or it could go really alkaline. That will screw up your machine; that will attack your parts. So, you lost the solution. You can have problems with the seal casket. You can attack the parts if you go acidic.

There are some ways to extend the life, and then you can analyze the solvent. You can add some stabilizers to continuously use the same solution because this is a fairly new technology. About ten years ago, the chemical manufacturers developed way better stabilizers to handle these new kinds of oil that we mentioned to extend the shelf life or the life of the solvent as much as we can. That’s a big savings.

On the aqueous side, what can be done? The problem here is why you dump your process.  It’s because oil as well. Hubbard-Hall does work with a feature that’s a piece of equipment that is a membrane filtration. We built this equipment internally. We have sold it to many clients already. This technology has been on the market for 40 years; it’s well tested. This technology filters the oil out of the cleaner to extend the life of the cleaner.

I will give one example. We have a client with parts that are brake calipers. They need to dump the cleaners every 2–3 weeks. That’s a cost to put chemicals is a cost to treat. With the membrane filtration, it’s been more than five years without dumping the solution.

We understand that it recovers like 98% of the cleaner in the future oil that you don’t need. This changes the cost a lot. That’s why there are a lot of variables that we can put on the equation. That’s why I ask listeners with this problem that if you’re looking for the solution, we’re more than happy to jump in and evaluate one system or another and compare costs for what you have.

Doug Glenn: Does that membrane filtration system you’re talking about work on both solvent and water based?

Fernando Carminholi: No, normally the solvent has the distillation process to separate the solvent, the water, and the oil.

The main drain will work only on the water based and when you use product that will emulsify the oil. And emulsifying means the cleaner is able to mix the oil and the water like you see in milk when you have 2% of fat.

Doug Glenn: All right. Well, Fernando, I really appreciate your time and your being here.

Fernando Carminholi: Thank you for this opportunity. I hope that all the subscribers understand a little bit more clearly how important the cleaning process is before the heat treat.

About The Guest

Fernando Carminholi
Business Development Manager
Hubbard-Hall

Fernando Carminholi is the business development manager at Hubbard-Hall, a six-generation family business that develops, services, and supplies specialty chemicals for ferrous and non-ferrous metals. A chemical engineer graduate from E.S.P.M. in Sao Paulo, Brazil, he oversees the company’s distribution channels and business development team. Fernando has extensive experience in the chemical specialty products industry for surface finishing, focusing on industrial parts cleaning, metal pre-treatment, and functional electroplating.

Contact Fernando at fcarminholi@hubbardhall.com.


Search Heat Treat Equipment And Service Providers On Heat Treat Buyers Guide.Com


Heat Treat Radio #119: Solvent vs. Aqueous Cleaning: Choosing the Best Method for Your Process Read More »

Obliterate Quench Contaminates

OC

Sludge, scale, and dirt are all undesirables in quench oils that can cause detrimental effects during quenching. Bag filtration and centrifuge filtration are put to the test in this investigation. Compare the results before you make your next purchase.

This Technical Tuesday article, written by Greg Steiger, senior account manager, and Michelle Bennett, quality assurance specialist, at Idemitsu Lubricants America, was originally published in November 2023’s Vacuum Heat Treat magazine.


Introduction

The primary role of a quench oil is to dissipate the heat from a quenched load safely, quickly, and uniformly. Both sludge and heat scale have a higher heat transfer coefficient than quench oil and dissipate heat more than this quench medium. This can affect the performance of a quench oil.

To obtain the desired metallurgical results, the operation of a quench system must be both consistent and uniform. The presence of sludge from quench oil oxidation and scale within the quench oil, pump, and heat exchangers can lead to variability in key parameters such as grain size, hardness, case depth and surface finish. The best way to minimize the detrimental effects of sludge and scale is to remove these contaminants by filtration. This article will compare the two most popular types of commercial filtration available for oil quench systems: bag filters vs. centrifuge filtrations.

This article will compare the two most popular types of commercial filtration available for oil quench systems: bag filters vs. centrifuge filtrations.

Test Methods

To simulate a two-stage bag filter, the following lab procedure was followed.

A 300-mL sample of used quench oil was passed through a 75-micron filter paper. The filtrate from the 75-micron filter was then filtered through a 25-micron filter paper. To simulate the pressure typically found in an industrial bag filter, the filtration in both the 75-micron and 25-micron papers was aided by a vacuum pump that pulled used quench oil through the filter paper.

To simulate the effects of centrifugal separation, a benchtop centrifuge was used. A 300-mL sample of used quench oil was placed in a centrifuge tube and centrifuged for 25 minutes at a speed of 3,500 RPM. An additional 300-mL sample was placed in an identical centrifuge tube and centrifuged for 180 minutes at 3,500 RPM as well.

In addition to the lab testing of dirty quench oil samples, we monitored the particle count and pentane insolubles in samples from an in-use heat treating furnace. This study began with charging the furnace with clean quench oil that was filtered using a single stage 25-micron filter and collected after each filtration. At the conclusion of each timed centrifuge session, the filtrate and the centrifuged sample were tested across five tests, see Table 1.

Table 1. Tested parameters after simulated bag or centrifuge filtration (Source:
Idemitsu Lubricants America)
Note on Table 1: Pentane insolubles measure sludge and scale present in the quench oil after the filtration through the barrier filter or after the centrifuge. Millipore testing is a measure of the overall cleanliness of the quench oil after either filtration or centrifuging. Carbon residue testing measures the Conradson carbon in the filtered or centrifuged quench oil and is designed to determine if any of the quench speed improver additive in the quench oil has been removed via filtration or centrifuging. By measuring the total acid number (TAN) of the quench oil, it is possible to determine if the quench oil is becoming oxidized and beginning to create unwanted sludge. The ISO Particle Count tests for solids contamination, providing a quantitative value for the number of particles that are larger than 4 μm, 6 μm, and 14 μm.

Filtration Results

Because industrial quench oil filters are under a slight pressure, it would be very difficult to replicate this in a laboratory setting. To simulate the slight pressure found in industrial oil filters, we used a Buchner funnel connected to a vacuum pump to simulate the industrial pressure vessel. A similar setup is depicted in Figure 1.

Figure 1. Buchner funnel and laboratory vacuum pump (Source: Idemitsu Lubricants America)

The results post-filtration are depicted in Table 2 and Table 3.

Table 2. Tested parameters after filtering 300 mL of quench oil through 75-micron filter
(Source: Idemitsu Lubricants America)
Table 3. Tested parameters after filtering 300 mL of quench oil through 25-micron filter
(Source: Idemitsu Lubricants America)

Another popular method of filtration in a heat treating facility is through a centrifuge. While it is impractical to use a full-size industrial centrifuge in a lab, the same results can be achieved through the use of a smaller sample size and a benchtop centrifuge. A benchtop centrifuge similar to the one seen in Figure 2 was used to produce the results in Tables 4 and 5 (below).

Figure 2. Benchtop centrifuge (Source: Idemitsu Lubricants America)

Understanding the Test Methods: Bag/Barrier Filtration

Figure 3. Polyethylene felt filter bag and filter canister (Source: SBS Corporation)

Bag (or barrier) filtration is the most common type of filtration used in quench oil filtration. For the heat treater, there are many different size filters available, as well as different configurations varying in the number of canisters and filters. The filter creates a barrier that particles greater than the pore size in the barrier cannot pass. The primary reasons for its popularity are economics, simple operation, and design. A typical polyethylene bag filter and filter cannister can be seen in Figure 3.

The most common filter sizes are 50-micron and 25-microns. Both 5-micron and 25-micron filters were used in this investigation because the test sample contained a high level of pentane insoluble. Additionally, since it is commonly thought that using a 50-micron filter will cause blinding and clogging, we chose a 75-micorn filter and a subsequent filtration step of using a 25-micron filter to simulate a common two-stage quench oil filter.

Understanding the Test Methods: Centrifuge Filtration

Using a centrifuge to filter out sludge and scale is also commonly used in many heat treating operations. The difference between centrifugal filtration and barrier filtration is centrifugal filtration relies on gravity, friction, and centrifugal force to separate the particles from a quench oil instead of a physical barrier (Figure 4).

Figure 4. Horizontal centrifugal filtration (Source: SBS Corporation)

In the horizontal centrifugal filtration diagram, the dirty oil enters the tangential opening (section #1) and is forced into a spinning motion. A centrifugal force (occurring in section #2) is based on the spinning pentane insolubles, scale, and any other solids contained in the dirty oil.

In section #3, the friction created by the flow of the solids, scale, and other undesirables encountering the steel body of the centrifugal separator creates a low viscosity shear layer. In section 4, the clean liquid travels through a vortex and leaves through a side discharge. The slowing velocity of the undesirables allows gravity to pull them into the debris collection area in section #5. The now cleaned oil regains its velocity and continues through the vortex created by the centrifugal forces acting on the solids to a center discharge and back to the quench tank. As the debris fills section 6, a light will illuminate, indicating the receptacle is full and needs to be emptied.

Once the undesirables fill the debris collection area, an indicator light signals the receptacle is full and a gate knife control valve (section #7), is manually closed so the debris collector can be opened via the closure (section #8).

Discussion

Table 4. Tested parameters after centrifuging 300 mL of quench oil sample @ 3,500 RPM for 25 minutes (Source: Idemitsu Lubricants America)
Table 5. Tested parameters after centrifuging 300 mL of quench oil sample @ 3,500 RPM for 3 hours (Source: Idemitsu Lubricants America)

As seen in Tables 2 and 3, filtration does improve the overall cleanliness of the dirty quench oil. The weight percent of the pentane insolubles showed a significant improvement when filtered through the 25-micron fi lter. However, the level of pentane insolubles was still outside of the suggested limits for the quench oil.

This was not seen when the quench oil was filtered through a 75-micron filter. The 75-micron filter had little or no effect on the Millipore results. The Millipore results increased when filtered through a 75-micron filter. This leads us to believe some of the particles within the dirty oil were forced through the 75-micron filter and not through the 25-micron filter, as the 25-micron filter showed an improvement in Millipore results.

An ISO particle count was not possible on the original used samples or the filtered samples because the filter clogged on all three test samples.

The largest difference in results lies in the carbon residue testing. The level of carbon residue is essentially the same after both the 75-micron and 25-micron filter samples. Both of the carbon residue levels are within the normal suggested limits. However, the high level of sludge in the original dirty sample is likely removing some of the quench speed improver from the quench oil. The removal of the quench speed improver changes the performance of the quench oil over time.

In examining the results of the centrifuge testing in Tables 4 and 5, it is clear centrifuging for 25 minutes has better effect on the cleanliness of the oil sample than filtering through a 25-micron filter. The level of pentane insolubles after centrifuging for 25 minutes at 3,500 RPM is still outside of the suggested limit. However, running the centrifuge for three hours under the same conditions not only brings the pentane insolubles within the suggested limits, the Millipore and particle counts also see an improvement over the virgin oil sample results. The carbon residue
levels behave much the same as they do in the filtration tests.

What is significant is the year-long study we conducted using actual customer data. In this study, a furnace was dumped, cleaned, and then filled with clean virgin oil. The authors then tested the ISO particle counts and pentane insolubles for one year after the furnace was charged with clean oil. These results are seen in Table 6. These data show essentially no change in the particle counts and a slight improvement in the level of pentane insolubles over the one-year period.

Table 6. Particle count and pentane insolubles on a clean quench oil (Source: Idemitsu Lubricants America)

Conclusion

From the testing conducted, it is clear the filtration through a 75-micron filter has little to no effect upon the tested parameters and the performance of the quench oil. The high levels of pentane insolubles will likely clog heat exchangers, pumps, and valves within the quench system. The dirty oil will also likely cause metallurgical issues such as isolated soft spots due to the slower heat transfer of the dirty oil. The results of filtering a dirty oil through a 25-micron filter show some improvement in the pentane insoluble levels. However, the result is still outside of the recommended limits for the oil. Additionally, the ISO particle counts were not able to be tested due to the overall dirty condition of the filtered sample.

In contrast to the bag filter samples, the centrifuge samples showed a marked improvement over the dirty sample. While the pentane insoluble level was slightly out of the recommended limit for the 25-minute centrifuge sample, all results were within the recommended specifications for the three-hour centrifuge sample. In some cases, such as the particle count, the centrifuge sample had better results than the virgin sample.

While the centrifuge and filter results both show how hard it is to effectively clean a dirty quench oil, the results from the year-long study show very little difference in particle counts and a slight decrease in pentane insolubles, which can be explained through the normal addition of virgin make up oil to the quench system.

It is clear both centrifuge separation and bag filtration can improve the overall condition of a dirty quench oil. However, if your level of dirt, sludge, and scale reaches near the levels of the tested sample, a centrifuge is better at removing these than filtration. Overall, the data show the most important and efficient method is to begin filtering a clean quench oil as soon as the quench tank is charged.

About The Authors

Greg Steiger is the senior account manager at Idemitsu Lubricants America. Previous to this position, Steiger served in a variety of technical service, research and development, and sales and marketing roles for Chemtool Incorporated, Witco Chemical Company, Inc., D.A. Stuart Company, and Safety-Kleen, Inc. He obtained a BS in Chemistry from the University of Illinois at Chicago and recently earned a master’s degree in Materials Engineering at Auburn University. He is also a member of ASM International.

Michelle Bennett is the quality assurance specialist at Idemitsu Lubricants America, supervising the company’s I-LAS used oil analysis program. Over the past 12 years, she has worked in the quality control lab and the research and development department. Her bachelor’s degree is in Chemistry from Indiana University. Michelle is a recipient of Heat Treat Today’s 40 Under 40 Class of 2023 award.

For more information:
Contact Greg at gsteiger.9910@idemitsu.com
Contact Michelle at mbennett.8224@idemitsu.com.


Find heat treating products and services when you search on Heat Treat Buyers Guide.com

Obliterate Quench Contaminates Read More »

Skip to content