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Electrostatic charges pose a severe threat to equipment and team members, and with environmentally friendly fluids and more efficient filtration creating higher fluid velocities, we must be aware of the dangers to prevent disaster from occurring.
By understanding how this phenomenon occurs, how it can be detected, and what hazards it presents, maintenance and engineering personnel can mitigate the risks before there are serious, or even deadly, consequences.
An electrostatic charge occurs when there is friction between two bodies of different potentials. Remember rubbing your feet on the carpet as a kid and then zapping your sibling? That was an electrostatic charge at work. This same phenomenon also occurs in hydraulic systems.
In a hydraulic system, you may have materials with two different electron energies, such as your hydraulic fluid and filter media. As your hydraulic fluid travels at a high velocity through the system, there will be a transfer of charge to the hydraulic fluid. This charge is carried by the fast-moving hydraulic fluid until it reaches a threshold value and discharges, most likely in the form of a spark.
Base fluids are classified according to their manufacturing process and level of refinement.
Group I is less refined and has lower oxidative stability and viscosity index characteristics than Group II or III, but has higher conductivity due to additive packages, which contain zinc, a heavy metal, and ash, a combustion residue.
With the adoption of more environmentally friendly fluids and the desire to reduce the levels of additives, heavy metals, and ash in the oil, more companies are switching to Group II and III base oils. This results in facilities using fluids with low levels of conductivity, and when combined with higher fluid velocities and increased filter efficiencies, the result is an increase in electrostatic charge.
There are dangerous consequences when an electric current is introduced to a hydraulic system.
To determine if electrostatic discharge can occur in your system, you must know:
High system velocity, operating temperatures below 15.5˚C, and the use of Group II or III fluids with low conductivity are all characteristics to look for. If your system matches these conditions, you need to investigate further.
Start by listening for clicking sounds in your filter housing, which indicates the current is discharging in the filter. Then listen for clicking in the reservoir; if occurring, this represents a very serious problem that must be addressed immediately.
If you don’t hear clicking, but your system still matches the characteristics, there are other signs to look for.
First, inspect the filter for burn marks. Do this by removing the filter and cleaning it using a solvent. Then, with a magnifying glass, inspect it for any indication of burn marks. If you don’t feel confident performing this, consult your filter supplier, who may be able to perform the inspection for you.
Next, if valves are sticking or varnish is occurring, assume there is an issue. While it could be another problem, there’s a good chance it’s electrostatic discharge.
Finally, perform an oil analysis on your system, and have a qualified individual translate the results. This will reveal if your oil is aging rapidly. If you perform routine oil analyses, this anomaly will be easier to detect.
Hydraulic fluids must travel through piping at a high velocity, meaning some type of electrostatic charge will always exist; they require active mitigation to prevent irreversible machine damage and serious bodily injury. To mitigate electrostatic discharge:
Electrostatic discharge presents a serious threat that affects worker safety, equipment safety, and equipment reliability. The best tools to combat this issue are education and mitigation. Once you understand how your system should work, you can create and implement an effective, actionable plan to mitigate the risk and protect your critical assets.