Falex Lubricant Tester

There are many different methods of evaluating the antiwear properties of a lubricant. Most of these methods
evaluate performance within a specific regime of lubrication.
The lubrication regime in which a fluid operates is dependant upon a number of factors including load, speed,
viscosity and the geometry of the bearing surfaces.
The natures of the chemical additives added to improve lubricity also have a significant effect on how a lubricant
performs in a particular regime.
The method used to determine the performance of a lubricant should operate in the same regime as that to which
the lubricant is to be used. The most appropriate test method for evaluating the performance of the Lo Tork
Envirolube Additive in drilling mud is to use the Falex Lubricant Test.

Falex Lubricant Test

The Falex Lubricant Tester is a well-established method for evaluating the lubricating performance of fluids. It is
generally used specifically for metal to metal lubricating situations. The most commonly used test procedure is to
gradually increase the contact load until failure of the lubricant results in welding of the test piece contact points,
the relative performance of lubricant being quantified by the load achieved before failure occurs. Wm Canning
Ltd use the Falex Lubricant Tester with a modified method.

The test load is gradually increased in 100 lb increments, each
increments being held for a 1 minute period. The torque registered at
each load is noted.

The Falex test consists of a pin that is rotated at 290 rpm. On both
sides of this pin is a "V"block which exerts a load on the pin which
can be varied using lever arms on a pivot point which give an 11:1
mechanical advantage. Thus the force at the pin is 11 times greater
than that given by the gripping arms.

The "V" blocks and pins are immersed in the and the lubrication can
be measured by the ratio of the load by the blocks on the on the pin
and the torque required to keep the pin rotating.

Test Procedure

1.       Remove a pin and "V"block set from the packaging.
2.       Clean the test pieces with a lint free cloth or paper and acetone.
3.       Place the pin and the "V"blocks in the machine, securing the pin with the brass locking pin.
4.       Fit the load wheel and gauge to the arms.
5.       Fill the oil cup with the fluid to be tested.
6.       Place the oil cup under the test pieces ensuring the "V"blocks are completely submerged.
7.      Start the pin revolving and set the required load.


Results are shown as graphs of:
1. Load Vs torque (lb Vs lb.ins.)
2. Load Vs Coefficient of friction.

Standard Falex Specimens are used:

         JOURNAL             (Falex part Number 000-503-017) 1 per test run

         Outside diameter             0.25 inch
         Length                       1.25 inch
         Material                     Steel, ANSI 3135
         Hardness                             89 +/-2 HRC
         Surface Finish             7.5 +/-2.5 microinches RMS

         "V"BLOCK          (Falex Part Number 000-502-100) 2 per test run

         "V" angle                           96 degrees
         Material                   Steel ANSI C-1137
         Hardness                            22 +/-2 HRC
         Surface Finish             7.5 +/-2 Microinches RMS

A New Journal and "V" block set is used for each test and two tests are run on each sample to ensure accuracy.
Test pieces are prepared and cleaned, and the apparatus is operated and maintained, in general accordance with
the requirements of ASTM D-3233: Measurement of Extreme Pressure Properties of Fluid Lubricants (Falex Pin
And Vee Block Methods), ASTM D-2625: Endurance (Wear) and Load-carrying, and ASTM D-2670:
Measuring Wear Properties of Fluid Lubricants.
Some Specifics with regard to solvents used for cleaning, etc. must be varied to take account of the fact that
water-base fluids are frequently evaluated. The test methods are based on the aforementioned standards, but have
been modified to suit the application.

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