Gearboxes
and bearing housings periodically need a thorough flushing
rather than a simple drain and fill. Several signs point to this
requirement, such as overheating of the sump, gross liquid or
solid contamination, and development of a severe wear pattern.
Material evidence in the form of sludge, rust, moisture, wear
metals, gel or other viscous residue that is present at the
beginning of the drain should confirm to the technician that a
flush is in order. A thorough flush is also useful for removing
construction and assembly contaminants from equipment sumps
prior to commissioning.
With these factors in mind, what constitutes a thorough sump
flush? Are there any particular problems that the operator
should be careful to avoid? What equipment can or should be used
for this purpose? Finally, what items should be included in a
detailed flushing procedure?
Flushing
Flushing is a clean fluid circulation process designed to remove
water, chemical contaminants, air and particulate matter (not
fixed to surface) resulting from construction, normal ingression,
internal generation or component wear.
Flushing can be useful in many different circumstances, such as
the following:
For new or rebuilt machines to remove contamination resulting
from manufacture, service or overhaul. The fluid system can be
contaminated due to dirty assembling elements, corroded surfaces,
water, oxidation products and incompatible elastomers such as
seals, sealants and coatings. Also, during the assembly process,
dirt is ingested and debris is generated due to threading,
joining, welding, etc.
For in-service machinery after an oil change due to heavy fluid
contamination, component failure, extremely degraded lubricant (oxidation),
or if a system flushing has not been performed in the past three
years.
For gearboxes and bearing housings that are not fitted with
filtration, flushing is required to remove contamination and
sediment. Water, rust, excessive wear debris, sludge, varnish or
lacquer, and hard-to-open drain ports suggest system
contamination and indicate the need for a thorough flush. Ten
percent of the old contaminated or depleted lubricant may be
enough to use up most of the additives of the new oil.
What
Flushing Removes
Material attached to contact or noncontact surfaces that may be
harmful to lubricants or critical working surfaces is
generically called soil. Soil may be composed of material that
is generated internally, such as varnish, carbon deposits,
chemical residues, sludge and rust; or material that is
generated externally, such as scale, welding slag, rust,
machining swarf and metal debris.
Soils may be mechanically or chemically removed. Flushing is a
type of high-pressure, high-flow fluid circulation used to
generate physical movement of contaminants. As the pressures/flow
is used for flushing, circulating clean fluid in the system
cannot clean rust and scale from the piping, deburr machined
elements or remove flux or weld slag.
Flushing Methods
Three levels of system flushing are practiced, depending on the
machinery internal conditions and type of contaminants
compromising the system. Figure 1 provides a summary of
different flushing approaches that may be used and various
circumstances and criteria associated with each method.

Figure 1.
Recirculation cleaning – The recirculation of
clean fluid at a high velocity to achieve a turbulent flow helps
remove contamination from the fluid system.
Power flushing - A variation of recirculation,
where the oil level in the sump is reduced and a high-velocity
fluid is applied to mechanically dislodge, lift and entrain
particulate debris. Power flushing suspends and transports
particles; absorbs air, chemical products and water from the
system; and releases the contaminants to a filter.
Wand flushing - A wand attached to one of the
cart hoses is used to discharge at high pressure (kicking up
adherent debris). The flow is then reversed and the wand vacuums
the sediments.
Solvent cleaning – The use of solvents to
remove organic deposits that cannot be removed by recirculation.
Solvent cleaning may incorporate the use of organic (hydrocarbon-based)
halogenated, nonhalogenated and blends solvents (type A-1
cleaners such as kerosene, or A-2 cleaners such as naphtha and
Stoddard solvent are common) to dissolve heavily crusted or
layered carbon residues.
Organic solvents tend to be blends of aliphatic and aromatic
hydrocarbons and dissolve soil as opposed to emulsifying soil.
These materials may be warranted if evidence of heavy
carbonaceous residue exists.
Chemical cleaning – The use of chemicals that
can dissolve inorganic components. Chemical cleaning may
incorporate the use of aqueous alkali or acid solutions to
accomplish the desired result.
Regardless of the flushing compound/fluid selected, unless it is
identical to the lubricant used following the flush, it is
important that all of the flushing fluid be removed from the
sump prior to final fill. Some petroleum solvents with a
concentration of five percent can create an appreciable thinning
effect on the lubricant viscosity.
Factors for Effective Flushing
Fluid Properties. Fluid solubility and hygroscopic
characteristics influence removal efficiency of water, air and
chemical contaminants. Most oil companies supply special
flushing fluids (rust-inhibited oils with good solvency power)
that demonstrate the following desirable properties:
-
compatible with system components and lubricating fluid
-
noncorrosive to machine components
-
low viscosity (lower than the lubricating oil used in the
system)
-
high density to suspend particles
-
low surface tension to eliminate air
-
high solvency
-
hygroscopicity (for water removal)
-
nonflammable
-
economical
-
reclaimable
Fluid Turbulence. To remove particles, the
flushing process depends on the lift forces, drag forces and the
depth of the laminar sublayer in the stagnant fluid next to the
conduit wall.
As seen in Figure 1, turbulence can have a significant influence
on loosely attached solid debris lingering in crevices or in the
sidewall perimeter low-flow area. Turbulence in the system
shortens the time and improves the quality of the flushing
activity.
To properly achieve particle removal, the fluid must be
turbulent. The indexless Reynolds number measures turbulence. In
general, a number greater than 4,000 represents turbulent flow,
and a number less than 2,000 represents laminar flow. Hydraulic
and circulation system designers strive to create laminar flow
conditions. For gearbox and bearing housings fed with a central
system, turbulence is necessary. For stand-alone housings, the
effect of turbulence and the ability to direct the force of the
fluid facilitates movement of soil.

Figure 2
The Reynolds number can be calculated by:
Nr = 3160*GPM/CS*D
Where GPM = flushing fluid flow rate in gallons per minute
CS = flushing fluid viscosity – centistokes at 40°C
D
= pipe/tube inside diameter – inches
There is some risk associated with the high-velocity flush.
Circulation of a fluid at high velocity with particulate
contaminants can damage sensitive components (pumps, heat
exchangers and valves). Also, such high pressures and flow can
affect system filters. It is necessary to bypass flow- or
contaminant- sensitive components.
Filter housings can be left in place if filter elements are
removed. Components that restrict the flow rate, and thereby
increase the pressure drop, should be isolated from the flushing
circuit and cleaned individually.
Flushing Equipment
The flushing equipment required depends on the size, location
and installed devices on the machinery. A mobile filtration unit
is helpful if the pumps are capable of providing a flow rate at
least twice that normally used in the fluid system or the flow
requirements for the proper Reynolds number. An air breather is
required to prevent dirt ingression during flushing.
Use large duplex filters (Beta 3= 200 or higher) with
differential pressure indicator to allow filter changing without
interrupting flushing. If water removal is desired, include a
filter with water-absorbing capabilities.
A
heater should be required in case of low ambient temperature to
maintain or reduce fluid viscosity and achieve the flow
requirements. Permanently installed quick-connectors are
beneficial for flushing or filtration if the connector and
piping are large enough to facilitate flow. In some cases, a
reservoir other than the machinery sump is needed to contain the
high volume of fluid required for the appropriate flushing.
A
sampling port should be included upstream of the filter to
analyze the fluid to establish when system cleanliness is
achieved. An in-line, flow decay-type particle counter is the
best option. If particle counters are not available, the use of
an optical filter patch can help to determine system
cleanliness.
Flushing Procedure
The flushing procedure depends on the specifics of machinery,
plant conditions and flushing equipment. To obtain the best
results, follow these guidelines:
-
Drain the used oil while hot, so the viscosity is low and
contaminants remain suspended and can be drained within the
oil.
-
Inspect the drained oil and drain ports for contamination
that may indicate the need for power flushing or wand
flushing.
-
If drain port is not located at the lower point, heavy solid
particles, water and/or emulsions will stick to the bottom
of the reservoir. Wand flush is required.
-
Remove oil filters from system.
-
Block or bypass sensitive components.
-
Block or bypass components that can reduce fluid velocity.
-
If necessary, divide the system in sections.
-
Connect the flushing equipment to gear box or bearing
housing.
-
Install air breather.
-
Circulate and heat the fluid if necessary to reduce
viscosity and pressure drop.
-
Flush at specified Reynolds number to achieve turbulent
condition.
-
Monitor the contamination level (in-line particle counter
readings or sample fluid and optically inspect filter
patch).
-
Circulate fluid an additional 15 minutes after cleanliness
level is achieved.
-
Drain and blow the system with dry, filtered air.
-
Remove flushing connectors.
-
Empty and clean filter housings and install new filter
elements.
-
Refill the system with filtered specified lubricant.
-
Circulate (filter) new oil at least seven times before
operating the equipment. Use a filter cart in systems
without filtration.
-
Label and store flushing fluid.
-
Analyze flushing fluid for suitability.
Flushing Cleanliness Targets
For gearboxes and bearings, the target cleanliness level for
flushing should be at least one number below the cleanliness
level for the operating fluid. A maximum of 16/14/12 (ISO
4406.99) is recommended for critical gearboxes and element
bearings.
The flushing process may be perceived to be an expensive,
complicated and time-consuming extra task for an oil change.
However, some conditions justify the effort. Highly contaminated
reservoirs on critical systems warrant additional attention to
assure a high state of reliability.
Flushing is
justified for new and rebuilt equipment prior to commissioning
to sustain high levels of reliability. A proactive maintenance
approach of deploying flushing for in-service bearings and
gearboxes helps to increase lubricant life and equipment
durability. Generally, the flushing efforts and costs are well
compensated with increased reliability related to system
cleanliness.
References
-
E.C. Fitch. Fluid Contamination Control.
-
A.R. Lansdown. Lubrication and Lubricants Selection.
-
Specification ES 2184 Cleaning and flushing hydraulic
systems/components – Solar Turbines.
-
Robert Perez. “On-site
Portable Filtration - Texas Style.” Practicing Oil
Analysis magazine, May 2002.
-
Tom Odden. “Cleaning
and Flushing Basics for Hydraulic Systems and Similar
Machines.” - Machinery Lubrication magazine,
July 2001.
-
AISE Lubrication Engineers Manual. Second Edition.
-
Jim Fitch. “When
to Perform a Flush.” Machinery Lubrication
magazine, May 2004.
-
Jim Fitch. “Navigating
the Maze of Flushing Tactics.” Machinery Lubrication
magazine, July 2004.
-
Jim Fitch. “Flushing
Strategy Rationalization.” Machinery Lubrication
magazine, September 2004.
-
Jim Fitch. “Flushing
and the Voice Within Your Oil.” Machinery
Lubrication magazine, November 2004.
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