Sydney Tramway Museum: Lubrication Manual
Sydney Tramway Museum: Lubrication Manual
LUBRICATION MANUAL
DECEMBER 2006
SYDNEY TRAMWAY MUSEUM
Archived
Next Scheduled Review
Date:
2. Version History:
Version Number Date Reason/Comments
1.0 02/12/06 Initial draft
3. Distribution List
Position Date Copy Issued to Copy Received
(Yes/No) No.
Rail Safety Manager Y 1
1. Purpose
To explain the processes and procedures necessary when lubricating tram cars at STM.
2. Scope
This procedure applies to the all of the trams operating at the STM.
3. Responsibilities
The maintenance staff at STM must follow the processes in this manual.
4. References
The original document was compiled by member Robert C Harvey.
5. Definitions
STM Sydney Tramway Museum: the trading name of South Pacific Electric Railway
Co-Operative Society Limited for tram activities, therefore references to STM.
6. Lubrication
6.1 General.
The bearings in out tramcars have been many years of faithful service and are no longer at the design
tolerances of when they were put into service or just overhauled. Therefore until the tramcar is
overhauled and bearing tolerances are returned to design limits it may be necessary to increase
lubrication rates depending on service requirements. Exceptionally bad bearings should, as soon as
possible, be repaired or renewed to save wasting oil, through excessive oil leakage.
Since the bearings on most of the STM trams are apt to be less tight than they should be, and since
they would be extremely difficult to replace, it is recommended that the lubrication should be more
frequently performed than that which would be the norm in regular tramway service. For trams in
regular service, a weekly lubrication all over should be sufficient, except where there is an especially
bad bearing.
Hot bearings are due, to a large extent, to poor lubrication, or to an inferior grade of lubricant. Too
much lubricant is just as bad as too little, so only the recommended quantities should be used.
Bearings should not be allowed to wear too much as it will cause armature rub or excessive oil
leakage. If bearings are allowed to wear to beyond design limits other problems can be caused such as
the armature rubbing into the field coils pole faces or wheels wearing into truck frames due to
excessive latitudinal wear or excessive oil usage.
It is recommended that the tramcars in regular Museum operation be inspected at least once a month,
and at this inspection the tramcar be lubricated.
Since most of our operation is done in warm weather, only summer lubrication practices will be
considered.
The current oil in use for reciprocating type compressors in use on the Museum tramcars is Shell
Corena Oil P grade 68. The oil has a naphthenic base with Shell additives which give it a low carbon
deposit formation and exceptional oxidation stability. Shell, in their literature, suggest that the life of
the oil is up to 8000 hours before need to change it.
The typical characteristics of Corena are:
It is interesting to note that a small percentage of lead is present in motor car engine oil. This lead soap
fills up all of the small valleys in a journal and produces a real smooth surface for the oil to lubricate.
The specific properties of this grade of the Summer grade are:
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One recommended lubricant of this type is CALTEX JOURNALTEX or Gulf semi fluid No. 1500
which can be used all year round. This type is used by the Hudson & Manhattan Railroad.
7. Waste
7.1 Waste Packing Process.
There is perhaps no other material used in the railway industry that varies so in quality and grade as
waste used for packaging bearings. Great care must be exercised in the selection of waste because of
the troubles encountered with poor waste.
Pure Wool Waste is unquestionably the safest and best material used in packing boxes. Its most
important property is that it remains springy and elastic after being soaked in oil. This prevents the
packing from backing away from the journal. Another property of wool waste is that it parts with the
oil readily.
Wool waste should be composed of pure wool yarn with a few short strands as possible. The abort
strands should not be less than 300mm (12 inches) long. The strands should be examined to see that
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the fibres in the strands are long. The strands should be from about 1 mm (1/32 inch) to 2 mm (1/16
inch) in diameter. The twist should be fairly loose. In the past, a large hard twisted strand was used
which contained too much shoddy material. With large strands, hard twisted, it is easy for waste
distributors to work in such materials, as horse hair, cotton and asbestos which are unfit for packing.
These unfit materials cause trouble when placed before the window of a bearing. Waste must be free
from dirt and moisture.
Cotton is frequently placed in waste strands to help the waste absorb oil, but it glazes when in contact
with a journal. Cotton can be detected by burning the end of a strand. Burned cotton leaves a very soft
white ash and seems to hold heat pretty well. Wool, on the other hand, does not continue to burn and
leaves a hard, black ash. Horse hair and asbestos are used to make a dead material appear lively but
trouble is encountered at the window of the bearing.
When a bearing is correctly packed with a good grade of long strand wool waste and the oil level is
kept within the correct limits, and reasonable care is taken to exclude dirt and moisture, the useful life
of a bearing is greatly extended. The mileage of railway motor bearings has been found to vary from
80 kms to 400 kms (50,000 miles to 250,000 miles). Some of this difference is due to the type of
service, but most of it is due to variations in lubrication practices.
Since wool waste is the only material that can be successfully used in a bearing box, it is important that
its poor capillary properties be offset by using long strands free from impurities.
The amount of waste in a box is just as important as the quality, for the oil feed varies according to the
amount of waste that a box will hold, and the amount of waste that touches the journal, e.g. if one
strand of waste is in the box and this one strand touches the journal at the window we can expect a
certain amount of oil to get to the bearing. If two strands are now placed so as to touch the journal, it is
reasonable to expect that twice as much oil can be supplied to the bearing. With this in mind, anything
short of a full window of waste will cut down the oil supply which is another point often overlooked.
Another point to remember about waste is the time required for waste to raise oil a given distance. If
the oil levels are low in a bearing, it may be necessary to pour oil on top of the waste so that the oil
will feed downward, to prevent to hot bearing. THIS PRACTICE SHOULD NOT BE RESORTED
TO EXCEPT IN CASES WHERE THE OIL LEVELS ARE EXTREMELY LOW. OIL SHOULD
ALWAYS BE FEED FROM THE BOTTOM BY CAPILLARY ACTION OF THE WASTE. BUT IF
THE WASTE, AT THE JOURNAL WINDOW, IS DRY FROM LOW OIL LEVELS AND THE
TRAM IS TO GO INTO SERVICE IMMEDIATELY AFTER OILING THE BEARING. IT MAY
BE NECESSARY TO POUR SOME OIL ON TOP OF THE WASTE.
DRY WASTE MUST NEVER BE USED IN PACKING A BOX. Wool waste that is to be used is
soaked in oil for some time before it is ready for packing.
drained packing when it is lifted from the drain rack, but oil should flow from it when it is
squeezed with the hand.
In observing waste storage and use in practice, the author has observed that it is usually left
submerged all the time while in storage and drained only just prior to using.
c) The remainder of the box under the journal is to be packed with loosely formed saturated
packing, packed firmly, but not tight and the waste should not extend above the centre line
of the bearing and should end inside the button (collar) on the end of the axle; and
d) Fill the remaining space in the end of the box with the dust cap – also not allowing it to
come above the centre line of the axle.
Figure 1
e) Packing Irons – Long and short – for packing in waste and made of brass or some other soft
metal to prevent damage to the journals;
f) Half-cup measure – for checking and recording the amount of oil added;
g) Pan – to lay old waste in to keep the waste out of the dirt; and
h) Bucket – non-galvanised – for new waste (galvanised buckets are apt to react with the acid in
the oil).
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8. AXLE COLLARS.
8.1 Packing and Inspection.
Before the bearings are packed, all water, dirt, and small particles of metal should be removed from the
oil well. In packing, use a pronged rod of brass, or some other soft metal which will not injure the
journal.
Place the waste (properly saturated) in the journal box in large bunches. If small bunches are used, a
continuous path for oil to rise is not provided. When the opening in the journal box is small, long
bunches should be used. The journal box must be packed tightly and the entire journal box filled. The
entire bearing window must be filled with waste. There is, of course, such a thing as packing too tight,
but packing too loose is worse. When the packing is completed, the waste chamber should be full to
the top with just enough space left to close the cover tightly.
This wear can readily be checked with feeler gauge (such as a piece of solder) from the pit. If
necessary, remove the axle shield (between the two (2) bearing caps) to make the inspection.
DO NOT use shims in the back of the bearing to make a tight fit in the motor frame.
Axle boxes that have no oil tubes must be checked at each inspection for oil levels. Oil level must be
brought up to the maximum height at each inspection. A minimum height oil level is also to be
watched, If the oil level gets below the minimum level, it is generally necessary to add some oil to the
waste as near to the window as is possible.
If the oil levels are too high, oil will have a tendency to run out of the window and be wasted. Twelve
(12) mm (½ inch) below the lower opening of the window is a good maximum oil level to be
maintained. Some boxes have very small oil tubes and very little oil can be stored. The new design
provides for a separate oil tube and a large capacity oil reservoir. This new design also makes possible
maintenance of more constant oil levels and longer periods between inspections. Unfortunately most of
the trams in the Museum fleet, in regular service are not equipped with this type of oil box.
Well designed bearings of this type (ideally and when new) if in good condition and properly packed
should run from one to three weeks between oilings. When inspecting bearings, all dirt should be
carefully wiped from the oil box lid, after which the proper amount of oil should be poured into the
OIL WELL OPENING, NOT ON THE WASTE if there is one provided.
Quarter of one litre (½ a pint) of oil per bearing should be required at each inspection period.
Figure 2
In all cases where a tram has been subjected to an operation in wet weather over an extended period of
time, the axle boxes should be inspected to determine if there is water in them. The simplest way to do
this is to remove some oil from the bottom of the oil reservoir with a suction gun through the oil tube.
If there is no oil in the oil tube, then the waste must be removed and the bottom end of the wick must
be squeezed. If there is water in it, it will come out readily.
If there is water present, all of the waste must be removed, all of the oil, water and dirt must be cleaned
out and the box repacked with fresh oil-soaked waste and oil. The presence of water in the waste will
deteriorate the waste rapidly. It loses its capillary action and can no longer take the oil from the
reservoir to the bearing where it is needed. This results in ultimate failure of the bearing.
The diagram illustrated in Figure 3 shows a typical armature box. The window of the bearing opens
into the box usually in the manner shown in the diagram. One exception to this is the GE 80 motor
where the window opens at the top. The GE80 motor armature bearing is called a top-feed bearing,
whereas the armature bearing illustrated is a side feed bearing. The GE 80 motor bearing is necessarily
top-feed design because the motor has a split frame.
9. AXLE COLLARS.
The function of an axle collar is to keep the motor properly located sidewise on the axle so that the
centre of the pinion on the motor shaft will line up with the centre line of the gear on the tram axle.
Some collars have one adjusting bolt, others have two. The head of the adjusting bolt backs up against
the wheel hub, and can be adjusted whenever the flange of the axle bearing wears so as to cause
excessive side play. The axle collar should be adjusted whenever the end play on the tram axle is
greater than 6 mm (¼ inch). The adjusting bolts and clamping bolts must always be held in place with
lock washers. The adjusting bolt, in addition to the lock washer has a cotter key which prevents the
adjusting bolt from turning out in position.
The face of all collars should be given a smooth slick finish to minimise friction and wear. The
maximum value for the end play on motors up to 37.3 kilowatts (50 horsepower) should be 6 mm (¼
inch), and above 37.3 kilowatts (50 horsepower) is 9 mm (⅜ inch).
Figure 3
56 3.18
74 No oil tube
(75) 7
30 2.50
80 Top Feed Design No oil tube
(40) 5-½
64 mm 51 mm 83 mm 83 mm
200
2-½ inch 2 inch 3-¼ inch 3-¼ inch
95 mm 51 mm 64 mm 25 mm 76 mm 38 mm 76 mm 38 mm
202
3-¾ inch 2 inch 2-½ inch 1 inch 3 inch 1-½ inch 3 inch 1-½ inch
89 mm 51 mm 64 mm 25 mm 64 mm 25 mm 64 mm 25 mm
203
3-½ inch 2 inch 2-½ inch 1 inch 2-½ inch 1 inch 2-½ inch 1 inch
75 102 mm 89 mm 4.31
205 No oil tube
(100) 4 inch 3-½ inch 9-½
108 4.31
207 No oil tube
(145) 9-½
37 2.50
216 No oil tube
(50) 5-½
89 mm 64 mm 76 mm 76 mm
226
3-½ inch 2-½ inch 3 inch 3 inch
30 79 mm 38 mm 79 mm 38 mm 64 mm 25 mm 64 mm 25 mm 1.36
247
(40) 3-⅛ inch 1-½ inch 3-⅛ inch 1-½ inch 2-½ inch 1 inch 2-½ inch 1 inch 3
102 mm 89 mm
251
4 inch 3-½ inch
101 89 mm 38 mm 76 mm 25 mm 51 mm 25 mm 76 mm 25 mm 3.63
254
(135) 3-½ inch 1-½ inch 3 inch 1 inch 2 inch 1 inch 3 inch 1 inch 8
19 64 mm 25 mm 64 mm 25 mm
258
(25) 2-½ inch 1 inch 2-½ inch 1 inch
19 86 mm 38 mm 64 mm 25 mm 64 mm 25 mm 64 mm 25 mm 0.91
264
(25) 3-⅜ inch 1-½ inch 2-½ inch 1 inch 2-½ inch 1 inch 2-½ inch 1 inch 2
26 83 mm 38 mm 73 mm 25 mm 76 mm 25 mm 76 mm 25 mm
265
(35) 3-¼ inch 1-½ inch 2-⅞ inch 1 inch 3 inch 1 inch 3 inch 1 inch
86 mm 38 mm 64 mm 25 mm 114 mm 64 mm 114 mm 64 mm
275
3-⅜ inch 1-½ inch 2-½ inch 1 inch 4-½ inch 2-½ inch 4-½ inch 2-½ inch
LUBRICATION SCHEDULE
Car No. ………….. Date: …../……./………
THIS SHEET TO BE COMPLETED ACCORDING TO
RELEVANT INSTRUCTIONS ISSUED.
Signature: ……………………………………………….
LUBRICATION MATERIAL
NB - Drained (sump) oil as referred to above is the oil that has been drained from air compressors not
from motor vehicle engines