1. Introduction
A variety of machinery is employed in construction and road projects, with the mini loader being one of the most prevalent [
1,
2]. These devices are utilised for the transportation of substantial or unwieldy building materials. In contrast to the backhoe loader, mini loaders are not designed for excavation. Instead, they are equipped with a large bucket at the front end for lifting and moving materials [
3]. Mini loaders are powered by internal combustion engines and are particularly well-suited for high-power, high-load operations, although the fuel consumption is notable. The loader is designed to operate effectively under heavy loads; however, it is also necessary for it to be capable of adapting to the frequent starting and stopping conditions that are typical of its working environment. Accordingly, the principal components of the loader are susceptible to failure [
4]. Hydraulic systems are employed for the transfer of energy through a process of conversion, whereby mechanical energy is transformed into fluid energy and subsequently returned to mechanical energy. Consequently, they represent an indispensable component of construction machinery [
5,
6]. In light of the growing urgency surrounding global warming and environmental pollution, the topic of energy conservation in construction machinery has assumed significant importance. It is, however, common practice for the majority of loaders, excavators, and other heavy machinery to waste a considerable amount of energy, thereby causing significant environmental contamination [
7]. Hydraulic systems are often exposed to solid particles and fluid contamination, which can result in accelerated wear and failure of components. A lack of maintenance of hydraulic systems is the primary cause of component and system failure [
5]. A comprehensive analysis of the hydraulic system operations reveals that the overall reliability of the system and its individual components hinges upon a multitude of interrelated factors, including but not limited to pressure, flow, temperature, viscosity, and the presence of particulate contaminants. In a statement to the press, Dave Douglass, director of training and education at Muncie Power Products, Muncie Inc., asserted that 70–90% of hydraulic system failures can be attributed to contaminated oil [
8].
The term ‘maintenance’ is often understood as a process of rectifying deficiencies in a product’s ability to perform its intended functions [
9]. The specification, procurement, and lifecycle handling of lubricants for machinery are processes that require careful consideration due to the complex nature of these products [
10]. They serve the function of lubricants, reducing the friction between moving engine parts. In addition, they dissipate heat from mechanical components and impede the corrosion process [
11]. The cost of oil products represents a significant financial investment in machinery components that require monitoring and corrective maintenance to ensure optimal reliability [
12]. In order to achieve the greatest possible usable life from in-service lubricants, periodic sampling and testing are required. Consequently, the majority of equipment maintenance programmes incorporate some form of routine lubricant condition monitoring [
13,
14].
This paper outlines the various physical and chemical analyses employed to assess oil conditions, including the evaluation of total acid number (TAN), total base number (TBN), viscosity measurements, and a range of spectroscopic methods. Moreover, this paper examines the impact of temperature and pressure fluctuations on the properties of hydraulic oils during the initial stages of their operation.
Thermography represents a valuable technique for the evaluation of heavy machinery and stationary equipment, providing insights into potential defects and premature wear that would otherwise remain undetected. This information enables prompt intervention to mitigate the risk of damage. Infrared thermography, a non-destructive monitoring method, is frequently employed to identify mechanical and hydraulic issues resulting from the overheating of machine components [
15]. One primary benefit of thermography lies in its ability to conduct inspections rapidly and non-invasively, without causing damage to the equipment. Furthermore, thermal imaging cameras are capable of assessing hydraulic equipment without direct physical contact, even when the equipment or components are operational. This capability permits the exact detection and analysis of potential issues with enhanced accuracy [
16].
The principal empirical factor contributing to the occurrence of anomalous hydraulic oil conditions in earth-moving machinery can be attributed to a rise in wear particles, which correlates with a decline in viscosity [
1]. Likewise, it is evident that the increased particulate matter resulting from friction wear at temperatures of 40 °C in hydraulic systems leads to a notable reduction in hydraulic efficiency. This finding is supported by evidence presented in references [
17,
18].
In recent years, notable advancements have been made in the field of oleo hydraulic system degradation research, particularly with regard to viscosity and particle accumulation from a predictive maintenance standpoint. Even the manufacturer’s manuals recommend the implementation of predictive maintenance procedures for newly installed equipment. Nevertheless, there are significant gaps in our comprehension of the thermal effects on hydraulic system components. For example, the relationship between the deterioration of hydraulic oil and the subsequent increase in system temperature has not been the subject of extensive investigation. The dearth of research on new equipment in developing countries such as Ecuador results in elevated preventive maintenance costs and diminished operational efficiency. This study aims to address the aforementioned gap by examining specific components of hydraulic systems that are susceptible to deterioration and the thermal consequences of such deterioration. This will facilitate a more comprehensive understanding of the impact of this degradation on operational effectiveness and maintenance costs.
The objective is to examine the impact of hydraulic oil degradation on the performance and lifespan of hydraulic system components in construction equipment. The research concentrates on investigating the impact of component deterioration and thermal alterations resulting from oil deterioration on operational efficacy. By examining the relationship between oil degradation, system temperature elevation, and equipment performance, the present investigation aims to provide insights for the enhancement of predictive and preventive maintenance practices.
This investigation presents an innovative methodology to address the research gap concerning the thermal impacts on hydraulic system components in new machinery, particularly in developing countries such as Ecuador. It differs from previous research in that it focuses on the initial operating hours of hydraulic oil, rather than on broader hydraulic systems or well-established equipment. The objective is to evaluate the influence of thermal conditions on component deterioration during this pivotal phase. The implementation of advanced methods, such as infrared thermography and particle spectroscopic analysis, facilitates a more precise understanding of the degradation of oil and its subsequent effects on operational efficiency. This provides a basis for the improvement of predictive maintenance programmes and the reduction of maintenance and repair costs associated with construction machinery.
4. Conclusions
The quantitative data collected in the study unequivocally demonstrate that examining the kinematic viscosity of the hydraulic oil, quantifying particulate matter, and tracking wear levels in metallic components provide precise assessments of the mini loader’s hydraulic system status and efficiency.
As indicated in
Table 4, a significant rise in kinematic viscosity was observed within the initial 10 h of oil usage. It is important to note that as the oil degrades, it generates decomposition byproducts such as ketones, esters, and carboxylic acids, all of which feature carbonyl groups (C=O). The incorporation of carboxylic acids plays a vital role in the acidification of the oil and the depletion of its alkaline reserve. Prolonged oxidation of the oil can lead to potential corrosion and an increase in viscosity. It is essential to recognise that the introduction of the mini loader, a new piece of equipment, inevitably initiates the initial breakdown of components, subsequently causing the oil to thicken further.
In the initial 150 h of operation, a notable reduction in the kinematic viscosity of the oil at 40 °C was observed, declining from 80.63 mm2/s to 38.23 mm2/s. This reduction in viscosity has an adverse effect on the lubrication capacity of the system, resulting in increased wear and potential damage to the components.
The usage of materials such as iron (Fe), nickel (Ni), copper (Cu), and zinc (Zn) in pumps and actuators, including hydraulic cylinders for blade lifting and tilting, has surged. This increase has led to a rise in temperature within these components, as evidenced by the thermal images shown in
Figure 12,
Figure 13,
Figure 14 and
Figure 15. After 100 h of hydraulic oil operation, a 5% rise in oxidation and a 14% increase in nitration were observed. These chemical changes give rise to organic acids and resinous compounds, causing heightened oil viscosity and increased friction among the system’s moving parts. This process ultimately diminishes the oil’s lubricating efficiency, hindering heat dissipation and the safeguarding of metal components.
Thermal analysis of hydraulic components indicates that as the hydraulic oil degrades and becomes contaminated, the temperature of the components increases. To address this issue, it is recommended that the hydraulic oil be improved by incorporating nanofluids. This improvement results in an elevated thermal conductivity, which in turn enhances the cooling efficiency of hydraulic components in heavy machinery. Metal oxide nanoparticles (Al
2O
3, CuO, and ZnO), as well as molybdenum disulphide (MoS
2), when suspended in the oil form a nanofluid with better thermal and lubricating properties than conventional oils. This improvement facilitates efficient temperature regulation of hydraulic components [
41]. Similarly, the thermographic analysis indicated that the hydraulic pipes with tight bending radii represent the system’s most critical areas. The specific pipes in question have the potential to reach temperatures as high as 60 °C, which can result in heightened wear due to internal erosion and contribute to system contamination. It is therefore recommended that pipes exhibiting erosion resistance be selected during the design and selection process in order to mitigate this concern.
The present study, which is supported by technical evidence, puts forth a revised maintenance schedule for new equipment. Typically, hydraulic oil changes occur every 2000 to 6000 operating hours; however, the recommendation now suggests an initial change after 100 h. The objective of this modification is to minimise the accumulation of particulate matter resulting from the settling and wear of machine components in accordance with the specifications set out by the factory. It is anticipated that the longevity of the equipment will be significantly enhanced by the adoption of this approach.
In the course of developing this article, we have identified a number of constraints that have shaped our research. The challenging climatic conditions in Quito, Ecuador, characterised by low temperatures at an altitude of 2850 m above sea level, presented a significant obstacle. Moreover, the actions of individuals operating the mini loader also had an impact on the results.
Future research endeavours should delve into geographical diversification to investigate the deterioration of oil and hydraulic system components across various regions throughout the country. Furthermore, integrating cutting-edge maintenance technologies such as smart sensors and real-time data analysis can notably enhance the precision and efficacy of predictive maintenance approaches. Moreover, refining component design through the application of advanced materials and methodologies can mitigate wear and enhance operational efficiency, particularly in high-temperature settings and rigorous operational scenarios. These research pathways aim to advance the knowledge surrounding the maintenance and operation of heavy machinery, with a specific emphasis on mini loaders.