WO2006108118A2 - Method of improving properties of hydroforming fluids using overbased sulfonate - Google Patents

Method of improving properties of hydroforming fluids using overbased sulfonate Download PDF

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Publication number
WO2006108118A2
WO2006108118A2 PCT/US2006/012957 US2006012957W WO2006108118A2 WO 2006108118 A2 WO2006108118 A2 WO 2006108118A2 US 2006012957 W US2006012957 W US 2006012957W WO 2006108118 A2 WO2006108118 A2 WO 2006108118A2
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WO
WIPO (PCT)
Prior art keywords
overbased
fatty acid
acid esters
sulfonate
hydroforming
Prior art date
Application number
PCT/US2006/012957
Other languages
French (fr)
Other versions
WO2006108118A3 (en
Inventor
Igor Riff
Michael Costello
Original Assignee
Chemtura Corporation
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Filing date
Publication date
Application filed by Chemtura Corporation filed Critical Chemtura Corporation
Priority to JP2008505552A priority Critical patent/JP4909985B2/en
Priority to KR1020077022162A priority patent/KR101336469B1/en
Priority to EP06749472A priority patent/EP1869149B1/en
Priority to CN2006800104061A priority patent/CN101151354B/en
Publication of WO2006108118A2 publication Critical patent/WO2006108118A2/en
Publication of WO2006108118A3 publication Critical patent/WO2006108118A3/en

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Classifications

    • CCHEMISTRY; METALLURGY
    • C10PETROLEUM, GAS OR COKE INDUSTRIES; TECHNICAL GASES CONTAINING CARBON MONOXIDE; FUELS; LUBRICANTS; PEAT
    • C10MLUBRICATING COMPOSITIONS; USE OF CHEMICAL SUBSTANCES EITHER ALONE OR AS LUBRICATING INGREDIENTS IN A LUBRICATING COMPOSITION
    • C10M169/00Lubricating compositions characterised by containing as components a mixture of at least two types of ingredient selected from base-materials, thickeners or additives, covered by the preceding groups, each of these compounds being essential
    • C10M169/04Mixtures of base-materials and additives
    • CCHEMISTRY; METALLURGY
    • C10PETROLEUM, GAS OR COKE INDUSTRIES; TECHNICAL GASES CONTAINING CARBON MONOXIDE; FUELS; LUBRICANTS; PEAT
    • C10MLUBRICATING COMPOSITIONS; USE OF CHEMICAL SUBSTANCES EITHER ALONE OR AS LUBRICATING INGREDIENTS IN A LUBRICATING COMPOSITION
    • C10M163/00Lubricating compositions characterised by the additive being a mixture of a compound of unknown or incompletely defined constitution and a non-macromolecular compound, each of these compounds being essential
    • CCHEMISTRY; METALLURGY
    • C10PETROLEUM, GAS OR COKE INDUSTRIES; TECHNICAL GASES CONTAINING CARBON MONOXIDE; FUELS; LUBRICANTS; PEAT
    • C10MLUBRICATING COMPOSITIONS; USE OF CHEMICAL SUBSTANCES EITHER ALONE OR AS LUBRICATING INGREDIENTS IN A LUBRICATING COMPOSITION
    • C10M2207/00Organic non-macromolecular hydrocarbon compounds containing hydrogen, carbon and oxygen as ingredients in lubricant compositions
    • C10M2207/26Overbased carboxylic acid salts
    • CCHEMISTRY; METALLURGY
    • C10PETROLEUM, GAS OR COKE INDUSTRIES; TECHNICAL GASES CONTAINING CARBON MONOXIDE; FUELS; LUBRICANTS; PEAT
    • C10MLUBRICATING COMPOSITIONS; USE OF CHEMICAL SUBSTANCES EITHER ALONE OR AS LUBRICATING INGREDIENTS IN A LUBRICATING COMPOSITION
    • C10M2207/00Organic non-macromolecular hydrocarbon compounds containing hydrogen, carbon and oxygen as ingredients in lubricant compositions
    • C10M2207/28Esters
    • C10M2207/287Partial esters
    • C10M2207/289Partial esters containing free hydroxy groups
    • CCHEMISTRY; METALLURGY
    • C10PETROLEUM, GAS OR COKE INDUSTRIES; TECHNICAL GASES CONTAINING CARBON MONOXIDE; FUELS; LUBRICANTS; PEAT
    • C10MLUBRICATING COMPOSITIONS; USE OF CHEMICAL SUBSTANCES EITHER ALONE OR AS LUBRICATING INGREDIENTS IN A LUBRICATING COMPOSITION
    • C10M2215/00Organic non-macromolecular compounds containing nitrogen as ingredients in lubricant compositions
    • C10M2215/08Amides
    • C10M2215/082Amides containing hydroxyl groups; Alkoxylated derivatives
    • CCHEMISTRY; METALLURGY
    • C10PETROLEUM, GAS OR COKE INDUSTRIES; TECHNICAL GASES CONTAINING CARBON MONOXIDE; FUELS; LUBRICANTS; PEAT
    • C10MLUBRICATING COMPOSITIONS; USE OF CHEMICAL SUBSTANCES EITHER ALONE OR AS LUBRICATING INGREDIENTS IN A LUBRICATING COMPOSITION
    • C10M2219/00Organic non-macromolecular compounds containing sulfur, selenium or tellurium as ingredients in lubricant compositions
    • C10M2219/04Organic non-macromolecular compounds containing sulfur, selenium or tellurium as ingredients in lubricant compositions containing sulfur-to-oxygen bonds, i.e. sulfones, sulfoxides
    • C10M2219/046Overbasedsulfonic acid salts
    • CCHEMISTRY; METALLURGY
    • C10PETROLEUM, GAS OR COKE INDUSTRIES; TECHNICAL GASES CONTAINING CARBON MONOXIDE; FUELS; LUBRICANTS; PEAT
    • C10MLUBRICATING COMPOSITIONS; USE OF CHEMICAL SUBSTANCES EITHER ALONE OR AS LUBRICATING INGREDIENTS IN A LUBRICATING COMPOSITION
    • C10M2219/00Organic non-macromolecular compounds containing sulfur, selenium or tellurium as ingredients in lubricant compositions
    • C10M2219/06Thio-acids; Thiocyanates; Derivatives thereof
    • C10M2219/062Thio-acids; Thiocyanates; Derivatives thereof having carbon-to-sulfur double bonds
    • C10M2219/066Thiocarbamic type compounds
    • C10M2219/068Thiocarbamate metal salts
    • CCHEMISTRY; METALLURGY
    • C10PETROLEUM, GAS OR COKE INDUSTRIES; TECHNICAL GASES CONTAINING CARBON MONOXIDE; FUELS; LUBRICANTS; PEAT
    • C10NINDEXING SCHEME ASSOCIATED WITH SUBCLASS C10M RELATING TO LUBRICATING COMPOSITIONS
    • C10N2010/00Metal present as such or in compounds
    • C10N2010/04Groups 2 or 12
    • CCHEMISTRY; METALLURGY
    • C10PETROLEUM, GAS OR COKE INDUSTRIES; TECHNICAL GASES CONTAINING CARBON MONOXIDE; FUELS; LUBRICANTS; PEAT
    • C10NINDEXING SCHEME ASSOCIATED WITH SUBCLASS C10M RELATING TO LUBRICATING COMPOSITIONS
    • C10N2040/00Specified use or application for which the lubricating composition is intended
    • C10N2040/20Metal working
    • C10N2040/24Metal working without essential removal of material, e.g. forming, gorging, drawing, pressing, stamping, rolling or extruding; Punching metal

Definitions

  • the present invention relates to lubricants used in metal forming processes and, in particular, to lubricants used in hydroforming processes.
  • Metal parts that are machined require lubrication to reduce equipment wear. These include such operations as bending, swaging, tapping, drawing, and hydroforming. Hydroformm% is a particularly important process when a relatively complex part is manufactured.
  • tube hydroforming a workpiece is placed in a tool cavity, where the
  • geometry of the cavity corresponds to the external geometry of the part.
  • the tool cavity is closed by a ram movement of the press, while an aqueous fluid is simultaneously pumped into the ends of the tube along the axis. As the internal pressure of the tube increases, the tube expands to fill the internal cavity to form the desired part.
  • THF tube hydroforming
  • the bending lubricant is used on the inside of the tube to prebend the part prior to the THF operation.
  • pressure side aqueous fluid is used to transmit pressure to the inside of the tube and, while lubricity is not critical for this fluid, the corrosion protection and high-pressure stability play a
  • the die-side lubricant is the primary forming fluid in the THF operation and provides lubricity between the workpiece and the die. The demands of the die side
  • lubricant vary widely depending on the internal pressure of the aqueous fluid. Additionally,
  • Lubrication and friction control in the hydroforming process are essential to allow the tube material to slide within the die as the internal pressure rises. Without adequate
  • hydroformed parts can neck or fracture prematurely during the forming operation.
  • Proper selection of the lubricant depends on many factors, including: the material used for forming, sump maintenance, cleanability, rust inhibition, and environmental acceptance. For
  • the coefficient of friction is a function of pressure, speed, sliding distance, material properties, and the surface finishes of both the hydroforming die and the tube. It has been found there are distinct regions of lubrication for the hydroforming process, which include a guiding zone and an expansion zone. In these two regions, hydroforming tests display an antagonism, where, as the expansion zone performance increases, the guiding zone performance decreases.
  • the process includes a step in which
  • a ductile metal part is over-coated with either the liquid-film or solid-film lubricant.
  • liquid lubricants preferably include an oil and, optionally, a surfactant.
  • the solid lubricants preferably include an oil and, optionally, a surfactant.
  • a hard wax preferably include a hard wax and, optionally, a surfactant.
  • a surfactant preferably include a hard wax and, optionally, a surfactant.
  • Lubricants are used in bending, between the tube and
  • the model test for the transition zone was based on the limiting dome height (LDH) test principle.
  • LDH limiting dome height
  • PET pear-shaped tube expansion test
  • Overbased metal sulfonates are commonly used in lubricating oil compositions as rust
  • compositions is well known.
  • normal metal sulfonates that were derived from mahogany or petroleum sulfonic acids were employed as detergent additives in internal combustion engine crankcase oils.
  • Calcium or barium was employed as the metal in such sulfonates.
  • sulfonate products which contained up to twice as much metal as the corresponding metal sulfonate were found to have improved detergent power and
  • overbased sulfonates have been prepared by mixing a promoter and a solvent with a normal sulfonate and an excessive amount of a metallic base of either an
  • reaction mass with sufficient carbon dioxide to increase the amount of metal base colloidally dispersed as metal carbonate in the resulting product, and then filtering the resulting material.
  • U.S. Patent No. 3,488,284 discloses a process for preparing oil soluble basic metal complexes formed by treating an oil soluble sulfonic acid with a metal base in the presence of
  • compositions having "metal ratios” i.e., ratios of total metal in the product to the amount of metal which is in the form of the normal salt of the sulfonic acid, of up to about 7
  • the calcium carbonate reagent prepared by carbonating a suitable calcium inorganic compound in methanol with carbon dioxide at a temperature below about 30°C was intermixed with a solution of a sulfonic acid or sulfonate in mineral oil. Then the resulting mixture was heated to a temperature above the
  • U.S. Patent No. 3,496,105 discloses in preparing an overbased material, that the compound to be overbased, e.g., an oil-soluble sulfonic acid or a sulfonate, a substantially
  • inert organic solvent a Group II metal base, an alcoholic or phenolic promoter, and an acidic
  • the carbon dioxide is passed through the mixture at a rate such that all the carbon dioxide is taken up without off-
  • compositions of matter that comprise the reaction product of a basic compound comprising an overbased metal sulfonate, phenate, or mixtures thereof, with an acidic compound comprising organic carboxylic acid, organic carboxylic acid anhydride, phosphoric acid, phosphoric acid ester, thiophosphoric acid ester, or mixtures
  • U. S. Patent No. 4,880,550 discloses a method for preparing a carbonate overbased calcium sulfonate, which method comprises the steps of: (1) forming an initial mixture of a
  • GB 2,082,619 A discloses a process for the preparation of a highly basic calcium sulfonate, wherein a mixture of an oil-soluble sulfonic acid or alkaline earth metal sulfonate, calcium hydroxide, an alcohol having from one to four carbon atoms, an aromatic or aliphatic
  • hydrocarbon solvent, and water is formed; the mixture is carbonated with carbon dioxide at a
  • the present invention relates to lubricants used in hydroforming processes and,
  • overbased detergents e.g., over based sulfonates, and friction modifiers.
  • the present invention is directed to a method for improving lubricants
  • overbased detergent and at least one friction modifier.
  • the overbased detergent is preferably
  • molybdenum dithiocarbamate derivative or a mixture of the foregoing.
  • the present invention is directed a lubricant for use in hydroforming
  • said lubricant comprises at least one overbased detergent and at least one friction modifier, as described above.
  • the present invention is directed to an improvement in a method
  • a lubricant comprising at least one overbased detergent and at least one friction modifier, as described above.
  • earth metal sulfonates more preferably an overbased calcium sulfonate, an overbased magnesium sulfonate, an overbased barium sulfonate, or a mixture or two or more of the foregoing.
  • Overbased alkaline earth metal sulfonates may be obtained by overbasing a neutral alkaline earth metal sulfonate to produce an alkaline earth metal carbonate, such as calcium carbonate and magnesium carbonate, or an alkaline earth metal borate, such as magnesium
  • the base number of the metal sulfonate is not particularly limited; however, the base
  • invention comprises reacting a solution of calcium sulfonate or sulfonic acid (for
  • molecular weight alcohol such as methanol
  • water to promote the formation of a micellar dispersion of calcium carbonate.
  • a dispersant is an optional component of the process and product for the calcite overbased additive.
  • a preferred dispersant is the reaction product of hydrocarbyl-substituted succinic acid or anhydride with amines containing at least one primary or secondary amino nitrogen, e.g., the polyalkylene polyamines fulfill this requirement as do the substituted
  • the bis-succinimides are also useful as optional dispersants.
  • the bis-succinimides are prepared by the reaction of hydrocarbyl- substituted succinic acid or anhydride with an amine containing at least two primary and/or
  • Such bis-succinimides are, for example, the polyisobutenyl bis-
  • friction modifiers that can be used in combination with the overbased friction modifiers
  • sulfonate additives of the present invention include fatty acid esters and amides, organo
  • lubricant additives of this invention can be used in combination with other lubricant additives of this invention.
  • additives typically found in hydroforming fluids may, in fact, provide synergistic effects toward improving desired properties.
  • additives include, but are not limited to, dispersants, rust inhibitors, anti-oxidants, biocides, extreme pressure (EP), antiwear (AW), and the like.
  • dispersants examples include polyisobutylene succinimides, polyisobutylene
  • succinate esters succinate esters, Mannich Base ashless dispersants, and the like.
  • An example of a rust inhibitor is polyoxyalkylene polyols, and the like.
  • antioxidants examples include alkylated diphenylamines and N-alkylated phenylenediamines. Secondary diarylamines are well known antioxidants and there is no
  • antioxidant types include the hindered phenolic type, oil soluble copper compounds,
  • biocides include, but are not limited to, triazines, phenols, morpholines,
  • the present invention is directed to the use of overbased sulfonate additives and organic friction modifiers that improve either the expansion zone or the guiding zone of
  • Expansion Zone The area where the part is expanded to an irregular shape and the
  • Transition Zone The area between the guiding zone and expansion zone. This area
  • Twist-Compression (Transition Zone) Test The twist-compression rig uses a D2
  • Lubricant failure is defined as the time necessary for the coefficient of friction (COF) to reach 0.20 or 0.30.
  • the lubricant performs in the transition zone (the area between the expansion and guiding zone).
  • the guiding zone test uses a tubular specimen of 101 mm (4.0
  • test rig was not in a controlled
  • the temperature and humidity were approximately 75°F and 15%, respectively.
  • Expansion Zone Test uses a tubular specimen of 250 mm
  • the die inserts are designed for testing a tube 57 mm in
  • the burst pressure was measured instead of the bulge height.
  • test lubricants were applied to the specimen just prior to the testing (3 to 5 elapsed minutes
  • test rig was not in a
  • a higher burst pressure is better than a lower one and a burst closer to the center of the tubular specimen is more desired.
  • Examples 3-4 demonstrate the performance in the expansion and guiding zone when overbased calcium sulfonate detergent is added to the base oil.
  • the amorphous overbased calcium sulfonate detergent is added to the base oil.
  • overbased calcium sulfonate, C300C is a credit in the guiding zone test.
  • Examples 5-6 demonstrate the effect of the addition of an organic friction modifier (such as glycerol monooleate or GMO) to the performance in the guiding zone and expansion
  • an organic friction modifier such as glycerol monooleate or GMO
  • Examples 7-11 demonstrate the effect of various organic friction modifiers on the hydroforming fluid.
  • Example 7 demonstrates the effect of adding 1 wt.% glycerol monooleate, GMO, to the Reference Lube #1. The performance in the expansion zone test and twist compression (transition zone) test is improved.
  • Example 8 demonstrates the effect of adding 1 wt.% of the product of the reaction of one mole of oleic acid reacted with triethanol amine, OA/TEA, to the Reference Lube #1.
  • Example 9 demonstrates the effect of adding 1 wt.% of overbased calcium carboxylate, COB40, to the Reference Lube #1.
  • the performance in the guiding zone and twist compression test (transition zone) test is improved, while there is no harm in the expansion zone test.
  • Example 10 demonstrates the effect of adding 1 wt.% of the mixed thio-acid amide molybdenum complex, Mo(DTC), to the Reference Lube #1. The performance in the expansion zone test and twist compression (transition zone) test is improved.
  • Example 11 demonstrates the baseline performance of commercial hydroforming
  • carboxylate which is a combination of organic friction modifier and overbased detergent
  • Examples 12-15 demonstrate the effect of various overbased sulfonate detergents on
  • Example 12 demonstrates the effect of adding 7.5 wt.% of crystalline overbased
  • twist compression (transition zone) tests is improved without a large debit in the guiding zone test.
  • Example 13 demonstrates the effect of adding 10 wt.% of amorphous overbased calcium sulfonate, C400A, to the Reference Lube #1.
  • Example 14 demonstrates the effect of adding 10 wt.% of amorphous overbased magnesium sulfonate, M400A, to the Reference Lube #1.
  • the performance in the expansion zone and twist compression (transition zone) tests is improved without a large debit in the guiding zone test.
  • Example 15 demonstrates the effect of adding 10 wt.% of amorphous overbased barium sulfonate, B70A, to the Reference Lube #1.
  • the performance in the twist compression (transition zone) tests is improved, but there is a large debit in the guiding zone
  • Example 16 demonstrates the effect of adding 7.5 wt.% of amorphous overbased

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  • Chemical & Material Sciences (AREA)
  • Chemical Kinetics & Catalysis (AREA)
  • General Chemical & Material Sciences (AREA)
  • Oil, Petroleum & Natural Gas (AREA)
  • Organic Chemistry (AREA)
  • Lubricants (AREA)

Abstract

A method for improving lubricants employed in hydroforming processes is disclosed wherein said method comprises adding to said lubricants at least one overbased detergent and at least one friction modifier.

Description

METHOD OF IMPROVING PROPERTIES OF HYDROFORMING FLUIDS USING OVERBASED SULFONATE
This application claims priority to U.S. Provisional Application Number 60/668,066, which was filed on April 5, 2005.
BACKGROUND OF THE INVENTION
1. Field of the Invention
The present invention relates to lubricants used in metal forming processes and, in particular, to lubricants used in hydroforming processes.
2. Description of Related Art
Metal parts that are machined require lubrication to reduce equipment wear. These include such operations as bending, swaging, tapping, drawing, and hydroforming. Hydroformm% is a particularly important process when a relatively complex part is manufactured. In tube hydroforming, a workpiece is placed in a tool cavity, where the
geometry of the cavity corresponds to the external geometry of the part. The tool cavity is closed by a ram movement of the press, while an aqueous fluid is simultaneously pumped into the ends of the tube along the axis. As the internal pressure of the tube increases, the tube expands to fill the internal cavity to form the desired part. The advantages of this process over conventional drawing operations is the ability to form deeper parts, which can
lead to fewer total parts and welds that results in a lighter overall part weight.
There are three types of lubricants involved in tube hydroforming (THF). These
include the bending lube, pressure side aqueous fluid, and the die-side lubricant. The bending lubricant is used on the inside of the tube to prebend the part prior to the THF operation. The
pressure side aqueous fluid is used to transmit pressure to the inside of the tube and, while lubricity is not critical for this fluid, the corrosion protection and high-pressure stability play a
vital role. Finally, the die-side lubricant is the primary forming fluid in the THF operation and provides lubricity between the workpiece and the die. The demands of the die side
lubricant vary widely depending on the internal pressure of the aqueous fluid. Additionally,
as the complexity of the part increases, so does the demand on the die-side lubricant.
Lubrication and friction control in the hydroforming process are essential to allow the tube material to slide within the die as the internal pressure rises. Without adequate
lubrication, hydroformed parts can neck or fracture prematurely during the forming operation.
Proper selection of the lubricant depends on many factors, including: the material used for forming, sump maintenance, cleanability, rust inhibition, and environmental acceptance. For
the hydroforming process, the coefficient of friction is a function of pressure, speed, sliding distance, material properties, and the surface finishes of both the hydroforming die and the tube. It has been found there are distinct regions of lubrication for the hydroforming process, which include a guiding zone and an expansion zone. In these two regions, hydroforming tests display an antagonism, where, as the expansion zone performance increases, the guiding zone performance decreases.
U. S. Patent Application No. 2003/0181340 Al discloses a hydroforming process for
metal parts that uses liquid-film and solid-film lubricants. The lubricants used in the
invention are particularly useful for die-side lubrication. The process includes a step in which
a ductile metal part is over-coated with either the liquid-film or solid-film lubricant. The
liquid lubricants preferably include an oil and, optionally, a surfactant. The solid lubricants
preferably include a hard wax and, optionally, a surfactant. Ahmetoglu, M. et al, SAE International Congress and Exposition, Detroit, MI, 1999,
199-01-0675 reviewed the fundamentals of tube hydroforming technology and discussed how
various parameters, such as tube material properties, pre-form geometry, lubrication, and
process control affect product design and quality. In addition, the relations between process variables and achievable part geometry were discussed. Finally, using examples, the status of
the current technology and critical issues for future development were reviewed.
Dalton, G., Automotive Tube Conference, April 26 & 27, 1999 discussed the role of lubricants in hydroforming. Lubricants are used in bending, between the tube and
hydroforming die, and in the pressure media. It was stated that these lubricants must be compatible with each other, control friction and die wear, and permit welding and painting, and that proper selection of lubricants will ensure the hydroforming process is capable and cost effective. The important variables, how to evaluate them, and factors to consider in
choosing the best lubricants were outlined.
Bartley, G. et al, Light Metal Age, 58(7,8):24, 26, 28, 30, 32, 34, 36-37 (2000) described hydroforming process basics, equipment, parameters, and benefits to the automotive industry, with special emphasis on the use of aluminum extrusions as workpiece materials. Then current hydroformed aluminum projects were also presented,
Koc, M. et al, Journal of Materials Processing Technology, 705:384-393 (2001)
summarized a technological review of the hydroforming process from its early years to very
recent dates on various topics, such as material, tribology, equipment , tooling, and the like.
Khodayari, G. et al., Analyzing Tubes, Lubes, Dies and Friction TPJ- The Tube and
Pipe Journal, Oct. 10, 2002, compared and correlated two tests, a common bench test (twist compression) and a straight-tube corner-fill test that simulate hydroforming to find the
coefficient of friction.
Ngaile, G. et al, Journal of Materials Processing Technology, 146(l):\Q%-\ \ (2004) discussed the lubrication mechanisms that occur at the tool-workpiece interface for the
transition and expansion zones. Suitable lubrication systems for the transition and expansion
zones were reviewed based on the mechanics of deformation and material flow at the interface. Details of two model tests for evaluating the performance of tube hydroforming lubricants and die coatings were given. The optimization of die geometries for the model
tests was based on sensitivity analysis through the finite element method together with experimental verification. The details of these tests were given and their development was also discussed,
Ngaile, G. et al, Journal of Materials Processing Technology, 146(1):\\6-123 (2004) presented two model tests for evaluating lubricant performance under realistic tribological
conditions occurring in the transition and expansion zones of a tube hydroforming process. The model test for the transition zone was based on the limiting dome height (LDH) test principle. For the expansion zone, a pear-shaped tube expansion test (PET) developed by the
authors was employed. Four lubricants were tested and ranked based on (a) dome wall thinning behavior (for LDH), (b) tube wall thinning, tube protrusion height, tube bursting
pressure (for PET), and (c) surface topography. Friction coefficients for the lubricants were
estimated by matching experimental and FE results.
Tung, S.C. etal, Tribology International, 37 (7) -.517-536 (2004) provided an
overview of various lubrication aspects of a typical powertrain system including the engine,
transmission, driveline, and other components, as well as the integration of these lubrication and surface engineering concepts into a unified automotive powertrain system. It was pointed
out that recent industrial developments include high strength and high density composite
materials , high volume liquid molding and hydroforming technology, structural adhesive
bonding, and the ability to mold large structural components.
Overbased metal sulfonates are commonly used in lubricating oil compositions as rust
inhibitors and detergents. It is highly desirable for such sulfonates to provide neutralization capacity for acids formed in engine combustion without too rapid loss in alkalinity.
The use of normal salts of petroleum sulfonic acids as additives for lubricating oil
compositions is well known. During World War II, normal metal sulfonates that were derived from mahogany or petroleum sulfonic acids were employed as detergent additives in internal combustion engine crankcase oils. Calcium or barium was employed as the metal in such sulfonates. Subsequently, sulfonate products which contained up to twice as much metal as the corresponding metal sulfonate were found to have improved detergent power and
ability to neutralize acidic contaminants and, hence, were used in the place of the normal sulfonates. More recently, fully oil-soluble sulfonates containing from three up to twenty or more times as much metal as a corresponding normal metal sulfonates have been developed.
These high based sulfonates have been identified as "overbased", "superbased", and "hyperbased".
Over the years, numerous methods for preparing overbased sulfonates have been
disclosed. In general, such overbased sulfonates have been prepared by mixing a promoter and a solvent with a normal sulfonate and an excessive amount of a metallic base of either an
alkali metal or an alkaline earth metal, heating the resulting mixture, carbonating the resulting
reaction mass with sufficient carbon dioxide to increase the amount of metal base colloidally dispersed as metal carbonate in the resulting product, and then filtering the resulting material.
Several of the particular methods are summarized in the following paragraphs.
U.S. Patent No. 3,488,284 discloses a process for preparing oil soluble basic metal complexes formed by treating an oil soluble sulfonic acid with a metal base in the presence of
an acidic gas and an alcohol promoter. The process is said to produce oil soluble metal
containing compositions having "metal ratios" i.e., ratios of total metal in the product to the amount of metal which is in the form of the normal salt of the sulfonic acid, of up to about 7
or more.
U.S. Patent No. 3,446,736 discloses the formation of a calcium sulfonate-calcium
carbonate product by preparing a calcium carbonate reagent in methanol and reacting such reagent with a sulfonic acid or sulfonate salt. For example, the calcium carbonate reagent prepared by carbonating a suitable calcium inorganic compound in methanol with carbon dioxide at a temperature below about 30°C was intermixed with a solution of a sulfonic acid or sulfonate in mineral oil. Then the resulting mixture was heated to a temperature above the
boiling point of methanol to facilitate reaction and to remove methanol by distillation.
U.S. Patent No. 3,496,105 discloses in preparing an overbased material, that the compound to be overbased, e.g., an oil-soluble sulfonic acid or a sulfonate, a substantially
inert organic solvent, a Group II metal base, an alcoholic or phenolic promoter, and an acidic
material, such as CO2, H2S, SO2, or SO3, are mixed together. The temperature at which the
acidic material is contacted with the remainder of the reaction mass depends upon the
promoting agent employed.
U.S. Patent No. 3,907,691 discloses that the overbasing process can be conducted
conveniently by mixing a neutral metal sulfonate and an inert hydrocarbon solvent, adding an alkaline earth metal base and an alkanol having one to four carbon atoms to the resulting
mixture at a temperature and pressure effective in retaining most of the alkanol charged,
contacting the reaction mixture with carbon dioxide until its absorption into the mixture
ceases or substantially decreases, and heating the resulting product to strip out the residual
alkanol and water of reaction.
U.S. Pat. No. 4,137,184, discloses the preparation of a Group II metal sulfonate
carbonated with carbon dioxide at ambient temperature in the presence of solvent, methanol,
and a Group II metal hydroxide for a period of time. The carbonated material is then heated
to a higher temperature to remove solvent, methanol, and water. The carbon dioxide is passed through the mixture at a rate such that all the carbon dioxide is taken up without off-
gas.
U.S. Patent No. 4,328,111 discloses compositions of matter that comprise the reaction product of a basic compound comprising an overbased metal sulfonate, phenate, or mixtures thereof, with an acidic compound comprising organic carboxylic acid, organic carboxylic acid anhydride, phosphoric acid, phosphoric acid ester, thiophosphoric acid ester, or mixtures
thereof.
U. S. Patent No. 4,880,550 discloses a method for preparing a carbonate overbased calcium sulfonate, which method comprises the steps of: (1) forming an initial mixture of a
lower molecular weight alkanol, an alkyl or alkaryl substituted sulfonic acid or sulfonate
compound, a diluent and a solvent; (2) adding a basic calcium compound to the initial
mixture to form a second mixture in which the amount of added calcium is at least about ten times the amount necessary to form a neutral calcium sulfonate; (3) heating the second
mixture to reflux temperature; (4) carbonating the second mixture at said reflux temperature to form a carbonated product while simultaneously and continuously removing water
produced by the carbonation reaction; (5) after carbonation is stopped, heating the carbonated
product to an elevated temperature sufficient to remove the alkanol; and (6) removing solids
and solvent from the carbonated product. GB 2,082,619 A discloses a process for the preparation of a highly basic calcium sulfonate, wherein a mixture of an oil-soluble sulfonic acid or alkaline earth metal sulfonate, calcium hydroxide, an alcohol having from one to four carbon atoms, an aromatic or aliphatic
hydrocarbon solvent, and water is formed; the mixture is carbonated with carbon dioxide at a
temperature that is maintained within the range of 25 °C to 3O0C until just prior to complete reaction of carbon dioxide with the calcium hydroxide, at which time further calcium hydroxide is added; carbonation is completed at a temperature within the range of from about 5O0C to 1000C where from 5 wt % to 20 wt % of water, based on the weight of calcium hydroxide, is used; and the resulting mixture is heated to an elevated temperature, e.g., above 1300C to remove water, alcohol, and solvent. The disclosures of the foregoing are incorporated herein by reference in their entirety.
SUMMARY OF THE INVENTION
The present invention relates to lubricants used in hydroforming processes and,
especially, to improving such lubricants by means of additives, in particular, a combination of
overbased detergents, e.g., over based sulfonates, and friction modifiers.
In one aspect, the present invention is directed to a method for improving lubricants
employed in hydroforming processes comprising adding to said lubricants at least one
overbased detergent and at least one friction modifier. The overbased detergent is preferably
an overbased sulfonate, carboxylate, phenate, salicylate, or a mixture thereof, more preferably and overbased sulfonate, and the friction modifier is preferably a fatty acid ester, a reaction
products of a fatty acid ester and an ethoxylated amine, an overbased carboxylic acid, a
molybdenum dithiocarbamate derivative, or a mixture of the foregoing.
In another aspect, the present invention is directed a lubricant for use in hydroforming
processes wherein said lubricant comprises at least one overbased detergent and at least one friction modifier, as described above.
In still another aspect, the present invention is directed to an improvement in a method
for hydroforming metal tubes, wherein the improvement comprises employing in said method
a lubricant comprising at least one overbased detergent and at least one friction modifier, as described above.
DESCRIPTION OF THE PREFERRED EMBODIMENTS The overbased detergent additives of the present invention are preferably alkaline
earth metal sulfonates, more preferably an overbased calcium sulfonate, an overbased magnesium sulfonate, an overbased barium sulfonate, or a mixture or two or more of the foregoing.
Overbased alkaline earth metal sulfonates may be obtained by overbasing a neutral alkaline earth metal sulfonate to produce an alkaline earth metal carbonate, such as calcium carbonate and magnesium carbonate, or an alkaline earth metal borate, such as magnesium
borate.
The base number of the metal sulfonate is not particularly limited; however, the base
number is normally in the range of from about 5 to about 500 mg KOH/g, preferably from
about 300 to about 400 mg KOH/g. In general, the process of preparing the overbased calcium sulfonates of the present
invention comprises reacting a solution of calcium sulfonate or sulfonic acid (for
convenience, the following discussion will focus on calcium compounds, but those skilled in the art will readily comprehend that, by analogy, the process can be applied to other alkaline
earth compounds, as well as to mixtures thereof) in oil with a slurry of calcium oxide or hydroxide and bubbling carbon dioxide through the reaction mixture, thereby incorporating
an excess of calcium carbonate into the calcium sulfonate, which confers the desired reserve alkalinity to the product. In this process, it has been found advantageous to add a low
molecular weight alcohol, such as methanol, and water to promote the formation of a micellar dispersion of calcium carbonate.
Calcium hydroxide when used commercially as the sole reserve alkalinity agent in the reaction mixture is used in substantial excess in order to achieve a high TBN product.
A dispersant is an optional component of the process and product for the calcite overbased additive. A preferred dispersant is the reaction product of hydrocarbyl-substituted succinic acid or anhydride with amines containing at least one primary or secondary amino nitrogen, e.g., the polyalkylene polyamines fulfill this requirement as do the substituted
polyalkylene polyamines, and for that matter, ammonia. The bis-succinimides are also useful as optional dispersants. The bis-succinimides are prepared by the reaction of hydrocarbyl- substituted succinic acid or anhydride with an amine containing at least two primary and/or
secondary nitrogens. Such bis-succinimides are, for example, the polyisobutenyl bis-
succinimides of ethylene diamine, diethylene traimine, or triethylene tetramine, or
tetraethylene pentamine or N-methyldipropylene triamine, etc. (See, for example, U.S. Patent No. 3,438,899). The various above-described dispersing agents can be used alone
or in mixtures.
Examples of friction modifiers that can be used in combination with the overbased
sulfonate additives of the present invention include fatty acid esters and amides, organo
molybdenum compounds, molybdenum dialkylthiocarbamates, molybdenum dialkyl dithiophosphates, and the like. Glycerol monooleate and oleic acid reacted with triethanol
amine are particularly preferred.
The lubricant additives of this invention can be used in combination with other
additives typically found in hydroforming fluids, and such combinations may, in fact, provide synergistic effects toward improving desired properties. Such additives include, but are not limited to, dispersants, rust inhibitors, anti-oxidants, biocides, extreme pressure (EP), antiwear (AW), and the like.
Examples of dispersants include polyisobutylene succinimides, polyisobutylene
succinate esters, Mannich Base ashless dispersants, and the like. An example of a rust inhibitor is polyoxyalkylene polyols, and the like.
Examples of antioxidants include alkylated diphenylamines and N-alkylated phenylenediamines. Secondary diarylamines are well known antioxidants and there is no
particular restriction on the type of secondary diarylamine that can be used. Further examples of the antioxidant types include the hindered phenolic type, oil soluble copper compounds,
and the like.
Examples of biocides include, but are not limited to, triazines, phenols, morpholines,
"formaldehyde releasers (compounds that will hydrolyze into formaldehyde and other non- persistent fragments in aqueous solution)," azoniatricylodecanes, omadines, oxazolidines, and
the like.
The present invention is directed to the use of overbased sulfonate additives and organic friction modifiers that improve either the expansion zone or the guiding zone of
hydroforming applications or both.
In the discussion that follows, the following designations are employed:
Name Description
Reference #1 commercial hydrofroming lubricant (liquid, 1200 cSt) Reference #2 commercial hydrofroming lubricant (solid)
C300C overbased calcium sulfonate (crystalline 300 TBN)
C400A overbased calcium sulfonate (amorphous 400 TBN)
M400A overbased magnesium sulfonate (400 TBN)
B70A overbased barium sulfonate (70 TBN) GMO glycerol monooleate
OA/TEA oleic acid reacted with triethanol amine
COB40 overbased calcium carboxylate (from tall oil)
Mo(DTC) mixed thio-acid amide molybdenum complex
Guiding (or Feeding) Zone - The area where the part is fed into the die toward the
zone where the part is expanded. In this area is mostly sliding and requires a low coefficient
of friction.
Expansion Zone - The area where the part is expanded to an irregular shape and the
surface area increases while the part thickness decreases. Transition Zone - The area between the guiding zone and expansion zone. This area
requires a low coefficient of friction and is a combination of sliding and expansion.
Test Methods
Twist-Compression (Transition Zone) Test - The twist-compression rig uses a D2
steel annular specimen rotating against a lubricant coated (9,978 + 78 mg/ft2 coating weight flooded conditions) flat cold rolled steel (CRS) specimen. The test was run at an interface
pressure of 5000 ± 250 psi and a rotational speed of 8.9 rpm. The samples were tested for a
maximum of 1000 seconds or until lubricant failure. Lubricant failure is defined as the time necessary for the coefficient of friction (COF) to reach 0.20 or 0.30. Four replicates were run
on each test. In hydroforming applications, the longer the time to failure the better the
lubricant performs in the transition zone (the area between the expansion and guiding zone).
Guiding Zone Test - The guiding zone test uses a tubular specimen of 101 mm (4.0
inches) length, 57 mm (2.25 inches) diameter, and 2 mm (0.0787 inch) wall thickness cut
from hot rolled low carbon steel 1010 material inserted into a 160-ton hydraulic press at a ram speed of 65 mm/sec with an internal pressure of 600 bar. The coefficient of friction is then measured for a sliding distance of 140 mm. The average surface roughness of the
tubular specimen before the test was R1113x = 9.4 μm and Ra = 1.1 μm. The test lubricants were
applied to the specimen just prior to the testing (3 to 5 elapsed minutes between application
and testing) with a small paintbrush. Although the test rig was not in a controlled
environment, the temperature and humidity were approximately 75°F and 15%, respectively.
In hydroforming applications, the lower the coefficient of friction the better the lubricant
performs in the guiding (or feeding) zone.
Expansion Zone Test - The expansion zone test uses a tubular specimen of 250 mm
(10 inches) length, 57 mm (2.25 inches) diameter, and 2 mm (0.0787 inch) wall thickness cut from hot rolled low carbon steel 1010 material inserted into a pear-shaped dye and
pressurized until the tube burst. The die inserts are designed for testing a tube 57 mm in
diameter and 100 mm in effective length. Owing to the lower expansion of the steel used in
this test, the burst pressure was measured instead of the bulge height. The average surface roughness of the tubular specimen before the test was Rn^x = 9.4 μm and Ra = 1 , 1 μm. The
test lubricants were applied to the specimen just prior to the testing (3 to 5 elapsed minutes
between application and testing) with a small paintbrush. Although the test rig was not in a
controlled environment, the temperature and humidity were approximately 75°F and 15%,
respectively. In hydroforming applications, a higher burst pressure is better than a lower one and a burst closer to the center of the tubular specimen is more desired.
U.S. Patent Application No. 2003/0181340 Al discloses additional details of the test
methods used in this invention.
EXAMPLES
A preliminary comparison of the performance of a hydroforming formulation using overbased calcium sulfonate detergents and organic friction modifiers is presented in Table 1 (Examples 1-6).
Table 1
Figure imgf000015_0001
Examples 1-2 demonstrate the baseline performance of both liquid Reference Lube #1
and solid Reference Lube #2 commercial products for hydroforming. The solid product,
Reference Lube #2, performs better than the liquid product, Reference Lube #1 in the
expansion zone test.
Examples 3-4 demonstrate the performance in the expansion and guiding zone when overbased calcium sulfonate detergent is added to the base oil. The amorphous overbased
calcium sulfonate, C400A, is a credit in the expansion zone test, while the crystalline
overbased calcium sulfonate, C300C, is a credit in the guiding zone test.
Examples 5-6 demonstrate the effect of the addition of an organic friction modifier (such as glycerol monooleate or GMO) to the performance in the guiding zone and expansion
zone test. It demonstrates an antagonistic effect where the organic friction modifier is credit in the performance of crystalline product in the expansion zone, while it is a debit in the performance in the guiding zone. For the amorphous material the effect is opposite, where the expansion zone performance is degraded and the guiding zone performance is improved.
Since the effects of the additives are antagonistic in these tests, it is difficult to improve both simultaneously. In order to improve the performance of a hydroforming
lubricant, a balance must be struck between the additives where both the expansion and guiding zone tests are optimized.
In Table 2, the next set of examples (7-16) are blends that were made to determine the
antagonisms of the additives with a formulated hydroforming fluid using the expansion zone,
guiding zone ,and twist compression (transition zone) tests. 0247-PA
Table 2
Figure imgf000017_0001
Examples 7-11 demonstrate the effect of various organic friction modifiers on the hydroforming fluid.
Example 7 demonstrates the effect of adding 1 wt.% glycerol monooleate, GMO, to the Reference Lube #1. The performance in the expansion zone test and twist compression (transition zone) test is improved.
Example 8 demonstrates the effect of adding 1 wt.% of the product of the reaction of one mole of oleic acid reacted with triethanol amine, OA/TEA, to the Reference Lube #1.
The performance in the expansion zone test and twist compression test (transition zone) is
improved. Example 9 demonstrates the effect of adding 1 wt.% of overbased calcium carboxylate, COB40, to the Reference Lube #1. The performance in the guiding zone and twist compression test (transition zone) test is improved, while there is no harm in the expansion zone test.
Example 10 demonstrates the effect of adding 1 wt.% of the mixed thio-acid amide molybdenum complex, Mo(DTC), to the Reference Lube #1. The performance in the expansion zone test and twist compression (transition zone) test is improved.
Example 11 demonstrates the baseline performance of commercial hydroforming
fluid, Reference Lube #1, in the guiding zone, expansion zone, and twist compression
(transition zone) testing.
The addition of an organic friction modifier improves both the expansion zone test
and twist compression(transition zone) test, while the addition of the overbased calcium
carboxylate which is a combination of organic friction modifier and overbased detergent
improves the guiding zone results as well. Examples 12-15 demonstrate the effect of various overbased sulfonate detergents on
guiding zone, expansion zone, and twist compression (transition zone) testing.
Example 12 demonstrates the effect of adding 7.5 wt.% of crystalline overbased
calcium sulfonate, C30OC, to the Reference Lube #1. The performance in the expansion zone
and twist compression (transition zone) tests is improved without a large debit in the guiding zone test.
Example 13 demonstrates the effect of adding 10 wt.% of amorphous overbased calcium sulfonate, C400A, to the Reference Lube #1. The performance in the guiding zone
test is improved without a large debit in the expansion zone and twist compression (transition zone) tests.
Example 14 demonstrates the effect of adding 10 wt.% of amorphous overbased magnesium sulfonate, M400A, to the Reference Lube #1. The performance in the expansion zone and twist compression (transition zone) tests is improved without a large debit in the guiding zone test.
Example 15 demonstrates the effect of adding 10 wt.% of amorphous overbased barium sulfonate, B70A, to the Reference Lube #1. The performance in the twist compression (transition zone) tests is improved, but there is a large debit in the guiding zone
test.
Example 16 demonstrates the effect of adding 7.5 wt.% of amorphous overbased
calcium sulfonate, C400A, and 1.0 wt.% of the organic friction modifier glycerol monooleate, GMO, to Reference Lube #1. There is an antagonism between these two additives which
demonstrates a debit in guiding zone and twist compression (transition zone) testing and no
effect in the expansion zone test. It was found that overbased sulfonate detergents could improve the performance in the
expansion zone test, and twist compression test (transition zone), and guiding zone test,
depending on the composition of the formulation
In view of the many changes and modifications that can be made without departing
from principles underlying the invention, reference should be made to the appended claims
for an understanding of the scope of the protection to be afforded the invention.

Claims

CLAIMSWhat is claimed is:
1. A method for improving lubricants employed in hydroforming processes comprising
adding to said lubricants at least one overbased detergent and at least one friction modifier.
2. The method of claim 1 wherein the overbased detergent is selected from the group consisting of sulfonate, carboxylate, phenate, salicylate, and mixtures thereof.
3. The method of claim 2 wherein the overbased detergent is overbased sulfonate.
4. The method of claim 1 wherein the friction modifier is selected from the group consisting of fatty acid esters, reaction products of fatty acid esters and ethoxylated amines,
overbased carboxylic acids, molybdenum dithiocarbamate derivatives, and mixtures thereof.
5. The method of claim 2 wherein the friction modifier is selected from the group consisting of fatty acid esters, reaction products of fatty acid esters and ethoxylated amines, overbased carboxylic acids, molybdenum dithiocarbamate derivatives, and mixtures thereof.
6. The method of claim 3 wherein the friction modifier is selected from the group
consisting of fatty acid esters, reaction products of fatty acid esters and ethoxylated amines,
overbased carboxylic acids, molybdenum dithiocarbamate derivatives, and mixtures thereof.
7. A lubricant for use in hydroforming processes wherein said lubricant comprises at least one overbased detergent and at least one friction modifier.
8. The lubricant of claim 7 wherein the overbased detergent is selected from the group
consisting of sulfonate, carboxylate, phenate, salicylate, and mixtures thereof.
9. The lubricant of claim 8 wherein the overbased detergent is overbased sulfonate.
10. The lubricant of claim 7 wherein the friction modifier is selected from the group consisting of fatty acid esters, reaction products of fatty acid esters and ethoxylated amines,
overbased carboxylic acids, molybdenum dithiocarbamate derivatives, and mixtures thereof.
11. The lubricant of claim 8 wherein the friction modifier is selected from the group
consisting of fatty acid esters, reaction products of fatty acid esters and ethoxylated amines, overbased carboxylic acids, molybdenum dithiocarbamate derivatives, and mixtures thereof.
12. The lubricant of claim 9 wherein the friction modifier is selected from the group consisting of fatty acid esters, reaction products of fatty acid esters and ethoxylated amines,
overbased carboxylic acids, molybdenum dithiocarbamate derivatives, and mixtures thereof.
13. In a method for hydroforming metal tubes or sheets, the improvement comprising
employing in said method a lubricant comprising at least one overbased detergent and at least one friction modifier.
14. The method of claim 13 wherein the overbased detergent is selected from the group
consisting of sulfonate, carboxylate, phenate, salicylate, and mixtures thereof.
15. The method of claim 14 wherein the overbased detergent is overbased sulfonate.
16. The method of claim 13 wherein the friction modifier is selected from the group
consisting of fatty acid esters, reaction products of fatty acid esters and ethoxylated amines, overbased carboxylic acids, molybdenum dithiocarbamate derivatives, and mixtures thereof.
17. The method of claim 14 wherein the friction modifier is selected from the group consisting of fatty acid esters, reaction products of fatty acid esters and ethoxylated amines, overbased carboxylic acids, molybdenum dithiocarbamate derivatives, and mixtures thereof.
18. The method of claim 15 wherein the friction modifier is selected from the group
consisting of fatty acid esters, reaction products of fatty acid esters and ethoxylated amines,
overbased carboxylic acids, molybdenum dithiocarbamate derivatives, and mixtures thereof.
PCT/US2006/012957 2005-04-05 2006-04-04 Method of improving properties of hydroforming fluids using overbased sulfonate WO2006108118A2 (en)

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