1. Introduction
Water-based lubricants have been at the forefront of recent research for a wide range of industrial applications due to the abundance and total ecofriendlyness of water [
1,
2]. The idea of using water-based lubricants emerged from the global industry interest in replacing fossil oil-based lubricants with renewable sources (i.e., water or bio-derived oils). Water-based lubricants are blends of water with different chemical species (additives, polymers, stabilizers, nanoparticles, etc.) at low concentrations, either in dispersion or dissolution, to enhance viscosity and lubricity. Water on its own has poor lubricating performance compared to most oil-based lubricants (either fossil- or bio- based), this is due to its low viscosity and propensity to accelerate corrosion. However, considering that water is more sustainable than bio-derived oils, many researchers have explored the inclusion of a wide variety of additives (antioxidants, anti-foaming agents, corrosion inhibitors, detergents, friction modifiers, wear improvers, metal deactivators, and viscosity index improvers) to enhance the performance of water-based lubricants in the last decades [
3,
4,
5]. Unfortunately, most additives employed in industry are noxious to the environment or human health. More recently, looking for better performance and environmental care, other research groups have studied the addition of different nanoparticles (i.e., TiO2 [
6], polyethyleneimine-reduced graphene oxide nanosheets [
7], etc.), ionic liquids [
8,
9] and bio-derived oils to produce water-based lubricants and green emulsions [
10,
11,
12]. The use of bio-derived oils as additives has received increased attention since water-based lubricants in the form of green emulsions are extensively used in the global manufacturing industry as metalworking fluids (MWFs) for lubricating machining/cutting/removal processes.
Metalworking processes are high energy consumers and have significant environmental effects, as well as severe human occupational health disorders (i.e., cancers, dermatitis, lung disorders, etc.), mainly because of the use of low-performance and highly toxic water-based MWFs [
13,
14]. Commercial or typical MWFs are emulsions of a fossil or vegetable oil (2-20 wt%) and a sodium petroleum sulphonate emulsifier (10–15 wt%) in water. The oil provides the main lubricity properties, the emulsifier allows oil dispersion in water, and water cools down the machining interfaces. It is noteworthy that conventional MWFs are not readily biodegradable and have been reported as one of the most prevalent harmful effluents disposed to the environment [
15]. According to the state-of-the-art of MWFs, the most novel and potential green formulations are those based either on water blended with ionic liquids [
16,
17], eutectic solvents [
18] or bio-oils and green emulsifiers [
12]. These three trending technologies are effective, but still present different challenges in terms of biodegradability, production costs, and usage conditions.
On the other hand, modern lubricants contain certain amounts of high-molecular weight polymers as thickeners or viscosity index modifiers, which make them to exhibit a non-Newtonian rheological behavior [
19]. Such a behavior can be simply shear-thinning or more complex viscoelastic. The classical theory of fluid film lubrication is based on Newtonian flow behavior, however, researchers have largely studied the effects of non-Newtonian lubrication (see [
20] for an early review on the use of different rheological models). Markedly, in a series of papers Bair and co-workers have analyzed the influence of viscous shear-thinning on film thickness in elastohydrodynamic lubrication (EHL) [
21,
22,
23], with an emphasis on the importance of measuring the piezoviscous behavior of the fluids [
24]; this is because EHL occurs at high pressures and shear rates, which can significantly affect lubricant’s viscous behavior. Fluid elasticity, on its side, has received limited attention, despite it is known that lubricants with sufficiently high elasticity may carry greater loads than Newtonian lubricants of similar viscosity [
25]. Hutton et al. demonstrated the extra-load carrying capacity for an elastic lubricant in a journal bearing rig, and that this was greater than that predicted by existing theories. Also, the authors showed that the coefficient of friction (CoF) was lower with the viscoelastic lubricant than with a similar Newtonian one [
25].
Elasticity of liquid lubricants has been an area of interest to tribologists, but there is yet no consensus on its effect on the thickness of a lubricating film. The reduction in the thickness of a film produced by shear thinning may mask the effects of elongational viscosity and normal stresses [
21]. In fact, in a recent study on hydrodynamic lubrication with shear-thinning and viscoelastic polymer solutions, Veltkamp et al. reported that fluid’s elasticity does not change friction significantly; meanwhile shear-thinning affected the lubricant film thickness and the dependence of friction on relative velocity in contrast to Newtonian fluids [
26]. Thus, in this work we follow a phenomenological approach to test novel viscoelastic water-based lubricants, namely, aqueous solutions of nopal mucilage, as a MWF. The purpose of this work is two-fold, the first one is to evaluate the influence of elasticity of the mucilage solutions on the turning performance, and the second is to introduce this novel bio-additive (nopal mucilage) as a natural thickener and friction modifier for water to form bio-MWFs.
Nopal cactus or prickly pear (
Opuntia ficus-indica (L.) Mill.) is one of the 1500 species of cactus in the dicotyledonous angiosperm Cactaceae family. It is a tropical and subtropical plant that can grow, either cultivated or wild, in arid and semi-arid climates in different regions of the world. México, Brazil, Peru, Tunisia and Morocco [
27] are among the largest producers of nopal cactus. Nopal has been overall used as human feedstock and due to its significant contents of nutrients, antioxidants, pectin, polysaccharides and fibers, it is employed to make health and cosmetic products as well [
28,
29]. In addition, nopal mucilage is known for its film and threads forming capability, which arises from its high molecular weight resulting in high elasticity. Also, nopal contains lipids or fatty acids [
30] with lubricant characteristics, which may make it useful for lubricating purposes.
Briefly, nopal pads or cladodes have multiple channels or conduits in their structure, which are filled with a naturally produced branched high-molecular weight polysaccharide known as mucilage [
31]. This polysaccharide is often considered as a hydrocolloid, its structure is proposed as two distinctive water-soluble fractions (pectin with gelling properties with Ca2+ and mucilage without gelling characteristics) [
32], so it can be easily dissolved in water. Depending on its molecular weight and concentration, nopal mucilage has the capacity to form aqueous viscoelastic solutions and gels [
33], which allows the production of biodegradable, non-toxic, odorless, colorless and tasteless gels, emulsions, stabilizers, etc. [
34]. These characteristics of nopal mucilage, along with its lipid contents, make it a potential thickening agent/additive for producing water-based lubricants. Notably, using nopal mucilage as an additive for producing green MWFs has not been reported before.
In this work, solutions with different mucilage concentrations were characterized in terms of the most critical MWFs´ properties such as rheological and tribological properties, thermal stability, and turning performance, and compared to a commercial MWF. Overall, the results in this work indicate that elasticity of nopal mucilage solutions and lipids contained in the mucilage resulted in reduced friction and wear, being the performance of the solution with the highest mucilage concentration similar to the commercial MWF. Finally, the results in this work suggest that viscoelastic aqueous nopal mucilage-based solutions can be safely used as green MWFs for turning operations under minimum quantity lubrication (MQL) conditions.
2. Materials and Methods
2.1. Preparation of fluid samples
The nopal mucilage utilized in this work was obtained from nopal flour (Droguería Cosmopolita) by the separation process described next. The nopal flour was used as received, and according to the supplier, it was obtained by lyophilization following the procedure reported elsewhere [
35]. First, 50 g of nopal flour were dispersed into 900 mL of tridistilled water (Reactivos Química Meyer) by stirring at 500 rpm with a marine-type propeller coupled to a mechanical stirrer (BDC 2002, Caframo). During dispersion, the temperature was maintained at 45±2 °C using a stirrer hot plate mixer (PC320, Corning Life Sciences). After one hour of stirring, 0.1 g of antioxidant, ascorbic acid (Droguería Cosmopolita), was added into the suspension, while keeping the agitation for additional 30 minutes. Next, 0.6 g of benzoic acid (Droguería Cosmopolita) were added as a preservative to inhibit the growth of micro-organisms. After continuous agitation for 2 hours, the as obtained suspension was filtered using nylon meshes to remove insoluble compounds such as fibers and cellulose particles. The filtration system consisted of a ceramic Büchner funnel with the nylon meshes of apertures 600, 300, 150, 104, 80, and 48 μm, respectively, a 1000 mL Kitasato flask, and a vacuum pump (Siemens), whose maximum vacuum pressure was 65 cm-Hg. The obtained filtered solution contains mainly mucilage, and small amounts of fine particles of cellulose and water-soluble compounds, being mucilage the responsible for the viscoelastic behavior of this type of fluids [
33].
The filtered nopal solution was placed in a volumetric flask, and the volume was adjusted to 1000 mL. This primal nopal mucilage solution was identified as “S3”, and dilutions were prepared with 1:2 (solution “S2”) and 2:1 (solution “S1”) parts of water and primal solution in a volumetric flask of 250 mL. The concentration of mucilage in each solution was determined by freeze-drying (lyophilization). For this 100 mL of the S1 solution were placed in a lyophilization vessel and frozen at -10 °C, then introduced into a LABCONCO FreeZone 6 lyophilizer. Freeze drying was carried out eight hours/day for three days at a vacuum pressure of 7x10-3 mBar and temperature of -25 °C. At the end of each day, the vessel was placed in a freezer to continue the process the next day. It was determined that 100 mL of S1 contained 0.229 g of solids, giving a concentration of 2.29 mg/mL of mucilage. From this, the concentrations of the S2 and S3 dispersions were 4.58 and 6.85 mg/mL, respectively.
For comparison, a commercial cutting fluid (Cimstar 60 (CIMCOOL® Industrial Products LLC)) was prepared as typically used in industry, namely, at 10 wt.% concentration in tap water. The Cimstar 60 is a semisynthetic oil-based cutting fluid, specially formulated with extreme pressure lubricating agents, used in the manufacturing process as cutting fluid, and grinding or metal forming fluid. In addition, due to its complex formulation, it confers lubricity properties and corrosion protection, while reducing foaming. The mucilage solutions (S1, S2, and S3) and the commercial cutting fluid (Cimstar 60) were characterized and compared by rheometry, tribology, thermogravimetric analysis, and turning tests, as described below.
2.2. Determination of the weight-average molecular weight (MW) of the mucilage
The molecular weight (
MW) of macromolecules is one of the main parameters determining the rheological behavior of their solutions; the higher
MW the more viscoelastic solutions. The
MW of the mucilage utilized in this work was determined with the S3 solution by static light scattering (SLS) using an Abbemat 550 refractometer (Anton Paar) and a LiteSizer 500 device (Anton Paar). Full details of the procedure for
MW determination may be found elsewhere [
33]. The measurements resulted in
MW =3.618x10
6 g/mol, which is consistent with the molecular weight measured for mucilage from young nopal pads (~ 100 days old) [
33].
2.3. Rheological testing of the fluids
The three aforementioned nopal mucilage solutions and the Cimstar 60 cutting fluid were characterized by rheometrical experiments using a stress-controlled rotational rheometer (MCR 302, Anton Paar), by shear rate ramps. These were conducted in the range from 0.5 to 500 s-1 for the nopal mucilage solutions using a standard concentric cylinder flow geometry (Rinner= 13.33 mm, Router= 14.563 mm, and L=40 mm). In addition, a cone and plate geometry with D=50 mm and an angle of 2° was used to measure the first normal stress difference (N1) of the solutions. Due to its lower viscosity as compared to mucilage solutions, the Cimstar 60 fluid was characterized in the range from 1-100 s-1, using a double-gap flow geometry (R1=11.914 mm, R2=12.324 mm, R3=13.331mm, R4=13.795, and L=40 mm), which is intended to test low-viscosity samples. In each case, the flow geometry and fluid temperature were controlled at 25±0.01°C by using a Peltier system with a Platinum thermocouple (type S). Flow experiments were performed in triplicate to assure reproducibility.
2.4. Tribological testing
The extreme pressure tribological/lubricity properties of the mucilage solutions were obtained by conducting ASTM D4172 standard four-ball tests [
36] under the conditions presented in
Table 1. A schematic view of the test set-up can be seen in
Figure 1. The four-ball test consists of rotating an AISI 52100 steel ball against other three similar stationary balls immersed in the fluid sample under a specified load, speed, temperature, and time. The coefficient of friction (CoF) and fluid temperature changes are measured by the tester. To compare the performance of mucilage solutions as cutting fluids, these and pure water (type 1), as well as the Cimstar 60 were tested under the same conditions. All the tests were initiated at room temperature (25±1°C). Since fluid temperature rises due to friction during the tribological test, each test was stopped either till it reached a maximum test time of 35 minutes or once the fluid temperature reached 100°C; this to avoid fluid evaporation and balls welding. The CoF was monitored during the whole test and then averaged for further analysis. After finishing each test, the wear scar diameter (WSD) generated in the three lower balls was measured by optical microscopy and then averaged. In order to compare the wear performance of each fluid, the WSD per unit time was calculated by dividing the mean WSD by each corresponding test time.
2.5. Turning test
The performance of the mucilage solutions as cutting fluid was assessed in actual turning processes under minimum quantity lubrication (MQL) conditions, following the methodology schematically represented in
Figure 2. Dry cutting tests as well as lubricated cutting tests with pure water (type 1), Cimstar 60 and the mucilage solutions were also conducted for comparison purposes. The reason for selecting MQL is that it is nowadays considered as one of the greenest lubrication and cooling techniques for cutting processes [
37]. MQL consists of applying the minimum dose of MWF required to lubricate and cool down the workpiece and cutting tool interface along with an air-assisted jet (tiny droplets of the MWF are dispersed in the air jet at high speed and applied to the cutting interface) [
12]. The cutting tests were performed in a 5.5 HP Lathe (Pinacho SP 200) under the lubrication and cutting parameters given in
Table 2. These MQL parameters were set on the basis of the cutting tool supplier recommendations for steel finishing operations. Steel (AISI 1018) was selected to prepare the workpieces since it is a relatively hard (116 HB) and common material. For each test, a new coated carbide insert was used as a cutting tool. The cutting performance of the fluids was determined by analyzing cutting forces (F
z), which can be related to energy consumption, workpiece finishing (in terms of surface roughness, Ra) and cutting interface temperature. F
z values were measured during the machining operation using a piezo-electric dynamometer (Kistler Type 9121), a dual-mode amplifier (Kistler type 5814B1), and a data acquisition device (NI-USB 6008). The resulting surface finishing of the workpieces was evaluated by measuring roughness (Ra) using a contact profilometer (Surfcom 130A) by taking the average of three roughness readings along the longitudinal direction with a 120° offset. The cutting interface temperature was monitored using a thermal image camera (FLIR TG 165) during the entire test. The temperature change was determined as the difference between the cutting interface temperature before and after the test.
2.6. Thermal stability analysis
The thermal stability of nopal mucilage solutions and the Cimstar 60 was investigated by thermogravimetric analysis, TGA (STAi 1000, Instruments Specialists Incorporated), from 30 to 200 °C using a temperature ramp of 10 °C/min and nitrogen atmosphere. Thermal stability indicates the thermal resistance and thermal degradation during the use of MWFs. For this, the samples were placed in platinum pans, and the weight change was determined using a balance with 0.1 μg of resolution. At the same time, the temperature was measured with a type R thermocouple with 0.1 °C of resolution.
4. Conclusions
The main conclusions derived from this work can be summarized as follows:
- Three solutions of water with different concentrations (2.29, 4.58 and 6.85 mg/mL) of nopal mucilage and 0.6 g of benzoic acid, as a preservative to inhibit the growth of microorganisms, were effectively produced through green chemistry techniques.
- Mucilage solutions were found to behave as non-Newtonian shear-thinning fluids, whose viscosity increases with increasing mucilage concentration. On the other hand, the reference MWF (Cimstar 60) exhibited a Newtonian viscous behavior with lower viscosity than the mucilage solutions.
- The solution with the highest mucilage content exhibited, in addition, viscoelastic behavior, which resulted in the lowest wear, friction and temperature in comparison to the other solutions and neat water in the extreme pressure four-ball tests. This is associated to the viscosity and elasticity of mucilage solutions. Besides, the solution with the highest concentration of mucilage was able to produce a similar level of lubricity as compared to the commercial semisynthetic oil-based MWF, which was ascribed to the viscoelastic behavior and content of lipids with fatty acids in the mucilage. These results provide insight into the relevance of the viscoelastic behavior of the lubricant, elasticity in particular, in the lubrication process, an influence that deserves further attention.
- According to the metal cutting tests, the cutting force decreased with increasing the mucilage content, which is associated with both the increase in viscosity and decrease of CoF promoted by the increase in mucilage content and viscoelastic behavior in the solutions. Also, it was found that the three solutions generated similar workpiece surface quality/roughness (around 4µm, Ra) and interface cool down than that produced by Cimstar 60.
- The thermogravimetric analysis indicated that the nopal mucilage solutions could be safely used as MWF below 100 °C since its thermal performance is comparable to the commercial cutting fluid (Cimstar 60) at these temperatures.
- Finally, it was demonstrated that the solution with the highest mucilage content presented similar lubricating effects to those of a commercial semisynthetic oil-based cutting fluid (Cimstar 60), making it a potential innocuous green cutting fluid for MQL operations.