5 Things to Know Before Buying Gears for Petroleum Drilling Machinery

24, Jun. 2024

 

Oil Rig Safety Gear: PPE Worn Across On-Shore Drilling ...

Oil Rig Safety Gear: PPE Worn Across On-Shore Drilling and Production Operations

One of the more dangerous occupations is drilling for oil and natural gas. From setting up riggings to reaching the final depth, there is a risk of injury. Workers have many different jobs when setting up and drilling on a rig, and each type of job has its own risk of injury. Wearing personal protective equipment (PPE) can significantly minimize those risks.

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Phases of Drilling Operations

OSHA publishes safety recommendations for six phases of drilling, and each phase has several activities.

    Rigging Up

    Placing the rig and getting it ready for drilling has several steps:

    • Setup the substructure: Welding and cutting. Goggles, impact gloves, and welding clothing or flame-resistant clothing.
    • Rig the floor setup: Swinging equipment. Hard hats, hi-vis clothing.
    • Install handrails: Power and hand tools. Goggles and hi-vis clothing.
    • Install the power system: Chemical hazards. Waterproof gloves and hi-vis clothing.
    • Rig the circulating system: Hammer strikes. Impact gloves.
    • Install auxiliary equipment: Tubular strikes. Impact gloves, hard hats, and hi-vis clothing.
    • Inspect the rig: Eye hazards. Goggles, hard hats and hi-vis clothing.

    Drilling Ahead

    Many hazards exist, including flash fires. The activities during this phase include:

    • Handling pipes: Pipe strikes. Impact gloves, hard hats, and hi-vis clothing.
    • Prepare drilling fluid: Exposure to chemicals and explosions. Waterproof gloves, hi-vis clothing, and flame-resistant clothing.
    • Begin drilling: Tong, chain and pipe strikes when these items are swinging through the air. Impact gloves, hi-vis clothing, hard hats.
    • Break out pipe: Pinched fingers. Impact gloves.
    • Making up pipe: Struck by the Kelly or spinning chains. Hard hats, goggles, hi-vis clothing.
    • Raising the Kelly: Struck by the Kelly, debris and / or overhead objects. Hard hats, goggles, hi-vis clothing.
    • Adding pipe: Being struck by swinging pipe. Hard hats, hi-vis clothing, impact gloves.
    • Drilling: Eye hazards. Goggles.
    • Coring: The core strikes or pinches workers. Hi-vis clothing, hard hats, impact gloves.

    Tripping Out and In

    This process involves removing the pipe from the well to replace a bit or other equipment. Steps include:

    • Setting slips: Pinched fingers. Impact gloves or puncture-resistant gloves.
    • Setting back the Kelly: Release the excess drilling mud.
    • Elevator attachment and latching elevators: Pinched by the elevator and catching the hands between the stump and elevator: Impact-resistant gloves.
    • Monkeyboard work: Caught between the pipes and other objects. Hi-vis clothing.
    • Breaking out pipe and moving pipe to the racking area: Caught between pipes, tongs and slip handles could strike you. Hi-vis clothing, impact-resistant gloves, hard hats.
    • Tripping in: Catching hands between the stump and elevator.

    Other Jobs in On-Shore and Drilling Operations

    Other jobs and activities on a rig include the casing operation, which is lining the well hole with a pipe that is larger than the drilling pipe. In addition to the above incidents, high-pressure lines could strike workers.

    Maintenance activities include several activities, including line maintenance, rope maintenance, circulating mud, working with engines and maintaining the derrick. Injuries are similar to those above, plus workers could sustain chemical burns, injuries from flash burns and thermal burns.

    Controlling the well involves maintaining the pressure to prevent a blowout and maintaining the surface control system. The activities involved have some of the same hazards as previously mentioned.

    Personal Protective Equipment at Abolox for Rig Workers

    Abolox carries all the personal protective equipment you need, regardless of your position in on-shore drilling and production operations. Browse through our pages to select the PPE you need. If you don't see what you need, call the store, and we'll source the personal protective equipment you need.

What You Need to Know When Selecting Gear Oils

How do you know which lubricant is the best fit for a given application? Typically, it is as simple as searching through a maintenance manual and selecting a product from the QPL (qualified product list). Unfortunately, this solution may not always provide optimum lubrication for a given gear set, or maximum efficiency in managing lubricant inventory.

While some original equipment manufacturers (OEMs) provide generic specifications that consider pertinent parameters, others give only a general specification that may not even consider operating temperatures. It is therefore important for the individuals responsible for selecting lubricants to posses a fundamental understanding of how to specify lubricants for gearing.

In addition to understanding and being able to interpret the specifications given by equipment manufacturers, it is important to understand why, and be able to make changes when necessary.

When selecting lubricants for industrial gearing, numerous factors must be considered beyond simply selecting a product from the maintenance manual's QPL, including product availability, operating conditions, the preferred lubricant brand and product consolidation efforts. Proper lubricant selection is a cornerstone of any excellent lubrication program.

A good understanding of this allows the lubrication engineer to maximize machinery reliability under normal conditions, as well as use lubricant specification as a problem solver in abnormal conditions.

Gear Oil Selection Criteria

In order to choose the best lubricant for a gear set, the following criteria must be addressed:

  • Viscosity ' Often referred to as the most important property of a lubricating oil.

  • Additives ' The additive package used in the lubricant will determine the lubricant's general category and affects various key performance properties under operating conditions.

  • Base Oil Type ' The type of base oil used should be determined by the operating conditions, gear type and other factors.

Viscosity

Choosing an appropriate viscosity grade is usually as simple as finding the recommendation in a component's maintenance manual. Unfortunately, the manual does not always exist or the machine operates outside the conditions for which the OEM's recommendations were made. Therefore, it is important to understand the methods for viscosity selection and the factors that affect the requirement.

The viscosity for a gear lubricant is primarily chosen to provide a desired film thickness between interacting surfaces at a given speed and load. Because it is difficult to determine the load for most viscosity selection methods, the load is assumed and the determining factor becomes speed.

One of the most common methods for determining viscosity is the ANSI (American National Standards Institute) and AGMA (American Gear Manufacturers Association) standard ANSI/AGMA -E02. In this method, assumptions are made concerning the load, viscosity index and the pressure-viscosity coefficient of the lubricant.

The chart in Figure 1 is applicable to spur, helical and beveled enclosed gear sets. Other charts exist for worm gears and open gearing. To use this method, the type of gear set, gear geometry, operating temperature and the speed of the slow speed gear must be determined.

After calculating the pitch-line velocity of the slowest gear in the unit, the required viscosity grade can be read from the chart using the highest likely operating temperature of the unit.

It is important to note that this method assumes the viscosity temperature relationship of the lubricant (viscosity index = 90). If the VI of the lubricant deviates from this value, additional tables for oils with VI = 120 and 160 are included, or a viscosity-temperature plot can be used to interpolate the appropriate ISO viscosity grade.

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Figure 1

Although several common methods for gear lubricant viscosity grade selection are available, most should return similar values.

Gear Lubricant Type and Additive Selection

After selecting the viscosity grade, the basic type of lubricant must be chosen. While there are many variations, gear lubricants can generally be placed into three categories: R & O, antiscuff and compounded. The gear lubricant type that best fits a given application will be determined by the operating conditions.

Because there are no standard guidelines to help make this determination, the selection is somewhat subjective. Many equipment manufacturers will specify a viscosity requirement and leave this decision to the end user. Others will choose to be conservative and specify EP lubricants for the applications. It is therefore important to understand the general conditions that affect this requirement.

R&O Gear Lubricants

Rust and oxidation inhibited (R&O) gear lubricants do not contain antiscuff additives or lubricity agents. R&O gear oils generally perform well in the categories of chemical stability, demulsibility, corrosion prevention and foam suppression. These products were designed for use in gearing operating under relatively high speeds, low loads, and with uniform loading (no shock loading).

These lubricants are the best selection in applications where all surface contacts operate under hydrodynamic or elastohydrodynamic lubrication conditions. They do not perform well or prevent wear under boundary lubrication conditions.

Antiscuff (Extreme Pressure) Gear Lubricants

Antiscuff gear lubricants, commonly referred to as extreme pressure (EP) lubricants, have some performance capabilities that exceed those for R&O oils. In addition to the properties listed for R&O lubricants, antiscuff lubricants contain special additives that enhance their film strength or load-carrying ability.

The most common EP additives are sulfur phosphorous, which are chemically active compounds that alter the chemistry of machine surfaces to prevent adhesive wear under boundary lubrication conditions.

In less severe applications, antiwear additives may also be used to provide wear protection under boundary lubrication conditions. Machine conditions that generally require antiscuff gear lubricants include heavy loads, slow speeds and shock loading.

In addition to sulfur phosphorous and zinc dialkyl dithiophosphate (ZDDP) antiwear additives, several common solid materials are considered antiscuff additives including molybdenum-disulfide (moly), graphite and borates.

One benefit of these additives is they do not depend on temperature to become active, unlike sulfur phosphorous compounds which do not become active until a high surface temperature is achieved. Another potentially negative aspect of sulfur phosphorous EP additives is they can be corrosive to machine surfaces, especially at high temperatures.

This type of additive may also be corrosive to yellow metals and should not be used in applications with components made of these materials, such as worm gears.

Compounded Gear Lubricants

The compounded gear lubricant is the third type of common lubricant. In general, a compounded lubricant is mixed with a synthetic fatty acid (sometimes referred to as fat) to increase its lubricity and film strength. The most common application for these gear lubricants is worm gear applications.

Because of sliding contact and the negative effects of EP agents, compounded lubricants are generally the best choice for these applications. Compounded oils are also referred to as cylinder oils because these lubricants were originally formulated for steam cylinder applications.

Base Oil Selection

High-quality mineral base oils perform well in most applications. In fact, mineral base oils typically have higher pressure-viscosity coefficients than common synthetics, allowing for greater film thickness at given operating viscosities. There are, however, situations where synthetic base oils are preferable.

Many synthetic base stocks have greater inherent resistance to oxidation and thermal degradation making them preferable for applications with high operating temperatures and, in some cases, allowing for extended service intervals. Additionally, synthetics perform better in machines subjected to low ambient temperatures due to their high viscosity index and low pour points.

The high viscosity index also makes synthetic products suitable for a wider range of ambient temperatures, eliminating the need for seasonal oil changes. Some synthetics may also offer greater lubricity which reduces friction in sliding contacts.

Selecting lubricants for industrial gearing is similar in most applications. There is no specific property or value to create a good specification. To identify the best choice for a given application, the right viscosity, base oil and type of lubricant must be selected and the appropriate performance properties evaluated. For more information on this topic, please see the references listed below.

Read more on gearbox lubrication best practices:

How to Inspect a Gearbox

Best Ways to Reduce Gearbox Oil Leakage

How to Flush Gearboxes and Bearing Housings

 

References

For more information, please visit Cylindrical Gear.