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Maximize
Productivity - Minimize Wear
Right now, the
oil working in your crankcase, gearbox or
sump contains information that could be vital to the performance and
productivity of your engine or equipment.
Contaminants that can indicate wear or cause serious
equipment damage such as metals, water, raw fuel,
acids, fuel soot and other solids collect in your lubricant.
Using oil analysis to evaluate these contaminants is a
scientific approach
to predictive maintenance, allowing
you a look inside your machinery to spot mechanical
wear and
contamination in its early stages. You’ll extend
machine life, head off major maintenance costs and prevent
catastrophic failure that can shut you down or leave
you stranded, and you’ll maximize lubricant life.
Oil Analysis - A Proven Industry
Standard
Maintenance Tool
Used oil analysis
has existed as long as lubricants have
been
around. In the 1940s, the railroad industry began to
analyze their lubricants for the various metals found in
specific
components of the engine. By tracking wear rates
and trends from one sample to the next, maintenance
could be anticipated
and scheduled before component failure
resulted in downtime and the loss of equipment productivity.
This data allowed railroads to schedule
teardowns when they
were necessary, rather than after an
arbitrary number of operating hours. The advent of spectrometric
metals analysis gave rise to the practice of “predictive
maintenance” which continues to be more cost effective than the
standard of preventive maintenance. The oil analysis process consists
of (1) lubricant sampling, (2) laboratory analysis and (3)
interpretation of
the results to determine the condition of the fluid and
the
machinery from which the sample was taken.
Oil Analysis Provides a Big Return for Your Small
Investment by:
·
Extending equipment life by preventing premature component failure
·
Reducing maintenance costs by eliminating unnecessary component
changes and decrease in downtime due to premature scheduled
maintenance
·
Enabling calculation of optimum drain intervals that will
reduce lubricant costs and assure maximum equipment protection
·
Eliminating complete teardowns based on guesswork
·
Reducing unscheduled maintenance - keeps equipment up and running
·
Enabling better assessment of equipment performance
Who is
Using Oil Analysis?
An oil analysis
program can provide critical information
for any equipment requiring lubricants - both gasoline and diesel
engines, transmissions, gears, bearings, and
hydraulic systems. It’s useful for owners of
passenger cars, over-the-road
fleets, off-highway equipment, boats, or high performance vehicles.
It’s also right for any industrial business that focuses on managing
plant equipment and maintenance costs. As a matter of fact,
as many as 70 percent of today’s construction equipment
operators use professional oil analysis to assess equipment and
lubricant condition. Forty percent of all
transportation fleets and 20
percent of industrial plants
also rely on lube testing as an integral part of predictive/preventative
maintenance. These businesses know
that oil analysis replaces the guesswork in predicting equipment
wear and scheduling optimum drain intervals.
The data provided by oil analysis enables them to
maximize equipment profitability by minimizing maintenance
downtime.
The Oil
Analysis Program from Oil Analyzers, Inc.
Make the decision
to use Oil Analyzers, Inc. (OAI) to test
the
lubricants in your equipment or fleet and you'll be partnering
with the most advanced computerized testing laboratory
today’s technology has to offer. Simply collect
your samples using
our sampling kits and mail them in our
pre-addressed packages to our lab. Our technical team will
do the
rest. They combine their years of analytical experience
with state-of-the-art instrumentation to produce reliable, meaningful
results from your samples.
Testing is typically
completed by the end of the business
day
following receipt of your sample. Results are reported
by
fax, mail, or in the case of an impending equipment failure,
by telephone. Reports are easy-to-read and include interpretation and
recommendations. And because the tests performed on your samples are
tailored to your machinery, you'll get data that applies directly to
your equipment and maintenance decisions.
Our technicians are
available to answer your questions
ranging from sampling procedures to the test results and maintenance
recommendations. Also, your reports
are kept on file at
the lab to enable monitoring of trends
and detection of subtle changes in the condition of your equipment.
How
the Oil Analysis Program (OAP) Works
OAP is a 4-step process:
(1)
Registration
(2)
Sampling
(3)
Analysis
(4)
Diagnostic Reporting
Step
1 – Registration
1. Begin
the OAP process by purchasing a sampling kit.
Simply call Oil
Analyzers Inc. at (715) 395-0222 for
pricing information or to order kits (and a sample
pump if desired).
You may purchase kits singly or in
quantities of 10, 25, 50 or 100, with lower per-kit prices for larger
orders.
2. Upon
receipt of your order, OAI will immediately send out your sample kit,
which includes sample container, sample information form, mailer and
complete sampling and mailing instructions.
Step
2 – Sampling
1. Read
the Oil Sampling Procedures included in the kit.
2. Fill
out the Sample Information Form completely.
3. Take
a sample (minimum: 2 to 3 oz) using the convenient instructions
included in your kit. See page
7 of this brochure
for more information on sampling.
4. Close
and seal sample container
tightly.
5. Using
the mailing instructions included in your kit, send the filled sample
container and the Sample Information Form to OAI in the supplied
mailer.
Step
3 – Analysis
Upon receipt of your
sample at the Oil Analyzers Inc. laboratory,
all requisite testing will be performed. All analyses
include determination of viscosity, fuel dilution (if
applicable), water, dirt content, fuel soot contamination
(if
applicable), plus spectrochemical analysis for 21 trace
elements to determine component wear, airborne dirt,
anti-freeze
contamination (if applicable), and oil additive
concentrations.
The analyses also
include a neutralization value determination
- Total Base Number, TBN (primarily for gasoline
and diesel motor oils) or Total Acid Number, TAN
(non-crankcase lubricants). Oxidation values and nitration
values (if applicable) are also determined.
Step 4 – Reporting
1. OAI
will mail your analysis report on the business
day following
receipt and testing of your sample. For
even faster results, simply request on the Sample Information Form
that your report be faxed to you. Be sure to include your fax
number.
2. If
your analysis uncovers a critical problem, such as pending equipment
failure, a technician will telephone
you directly to advise you of the situation and
recommend a course of corrective action.
The Sampling
Process
Trend Analysis
A single sampling
analysis is useful in providing information
when critical failure conditions exist. However,
trend analysis is a better tool for estimating the useful life or
overall condition of your engine or equipment. Trend analysis
samples are taken and analyzed at regularly scheduled intervals.
Comparing the most recent analysis to previous reports on a given
machine shows the development of trends. Monitoring these trends
enables early detection of internal abnormalities. Tested
values falling within acceptable limits may show a pattern
of subtle variance, which could signal a developing
problem.
Machines of the
same type will accumulate contaminants and wear at different rates.
Performing trend analysis on each machine is the most effective
method of giving you an internal look at your equipment and enabling
you to deal with developing problems before they become catastrophic
situations.

Sampling
Frequency
The frequency of
sample analysis from
your equipment depends on the
machine type,
machine application and
condition, operating environment and other variables. For example,
many machines that operate in harsh
environments, such
as heavy equipment
in
mining or construction, require short
oil
sampling intervals - every 100 to 300
operating hours. However, certain power transmission systems, such as
gearboxes and hydraulic systems used inside manufacturing and
production
facilities, require no more than quarterly
sampling intervals. The following table
lists generic sampling frequencies for common equipment types, and is
provided as a guideline only. Additional information is available
from Oil
Analyzers Inc., your lubricant supplier,
and the equipment manufacturer.
Collecting a clean and representative oil sample is critical to the oil
analysis process.
Put simply, an oil analysis is only
as good
as the sample taken. The accuracy
and reliability of the data
produced by an analysis
hinges on receiving a representative
sample from the equipment to
be tested.
To assure that the sample extracted
is representative
of the system, always follow
proper
sampling procedures.

|
EQUIPMENT TYPE |
TEST PACKAGE |
RECOMMENDED SAMPLING FREQUENCY |
|
Motor Vehicles
Diesel engines |
Basic with TBN |
100 - 500 hours, 3500 - 20,000 miles |
|
Gasoline engines |
Basic with TBN |
50 - 200 hours, 2000 - 7500 miles |
|
Transmissions |
Basic with TAN |
30,000 - 100,000 miles |
|
Gears, differentials, final
drives |
Basic with TAN |
30,000 - 100,000 miles |
|
Industrial
Hydraulics |
Basic with TAN |
Normal Use
Intermittent Use
750 hours or monthly
Quarterly |
|
Gas turbines |
Basic with TAN |
750 hours or monthly
Quarterly |
|
Steam turbines |
Basic with TAN |
1500 hours or bimonthly
Quarterly |
|
Air or gas compressors |
Basic with TAN |
750 hours or monthly
Quarterly |
|
Refrigeration compressors |
Basic with TAN |
Quarterly
— |
|
Natural gas engines |
Basic with TAN |
750 hours or monthly
— |
|
Gears and bearings
(industrial) |
Basic with TAN |
1500 hours or bimonthly
Quarterly |
Sampling Methods

1. The component
sampled should be brought to operating
temperature prior to sampling. This will assure
that the insoluble and semi-soluble material is suspended
evenly throughout the system. Samples taken
from components that have been inactive for long periods are not
representative.
2.
Sample
should always be taken in the same manner and from the same point.
3.
Do not
sample a component directly after an oil change or after a large
amount of makeup oil has been added.
4.
Use a
clean, dry, unbreakable container. Never reuse
containers or sampling tubing.
Collect your sample
using one of the three following
methods:
1.
Sample Pump Method
Request a sample
pump when ordering your sample
kit.
The pump will come
with complete instructions and
will
enable you to draw a sample quickly and easily.
Seal the bottle tightly.
2.
Sample Valve/Petcock Method
The valve should be
wiped clean and any stagnant oil
should
be drained prior to catching a sample run. Seal
the bottle tightly. Wipe bottle clean.
3.
Oil Drain Method
Clean the area
around the drain plug thoroughly to
avoid
sample contamination. Allow oil to drain for
three
to five seconds prior to catching a sample. Place
a
clean, dry sample bottle in the oil stream and fill to
within
1Ú2
inch of the top. Seal bottle tightly. Wipe
bottle clean.
Sampling Tips
·
For best results, oil samples should be taken immediately after
equipment shutdown, while the equipment is still at operating
temperature. Never sample a cold engine and always make sure the oil
has been well circulated before
taking a sample. Dirt, water and other debris tend to settle to the
bottom of the reservoir while light fuels tend to float.
This separation will compromise your
analysis.
·
Good locations for sampling include an oil gallery, the engine
crankcase, the drain plug or
dipstick tube and the equipment
reservoir or sump.
·
When taking oil from industrial machinery through a bottom
drain, be careful to draw oil until your sample has a uniform,
representative appearance.
·
Use samples from the drain pan or oil filter only as a last
resort. For a failed engine that has had the oil drained, a drain
pan or oil filter sample may help detect the cause of the failure.
• Avoid prolonged skin contact with used oil. Wash exposed
skin with soap and water after
exposure.
|
Test
Viscosity
(lubricant “thickness”;
resistance to flow) |
Measures
High Viscosity |
Cause
Contamination Soot/Solids
Oxidation Degradation
Coolant Leak |
Over-Extended Oil Drain
High Operating
Temperatures
Improper Oil Grade |
Effect
Increased Operating Costs
Engine Overheating
Restricted Oil Flow
Increased Energy Consumption |
Accelerated Wear
Harmful Deposits/Sludge
Hard Starting |
|
|
Low Viscosity |
Additive Shear
Fuel Dilution |
Improper Oil Grade
Coolant Leak |
Engine Overheating
Poor Lubrication |
Metal to Metal Contact
Accelerated Wear |
|
Water/Coolant
Contamination
(water or coolant present
in lubricant) |
Oil Contamination |
Defective Seals
New Oil Contamination
Coolant Leak
Improper Storage
Condensation |
Cracked Head or Block
Weather/Moisture
Combustion By-Product
Oil Cooler Leak |
Engine Failure
Lubricant Thickening
Poor Lubrication
Corrosion
Sludge Formation |
Increased Engine Heat
Acid Formation
Accelerated Wear
Reduced Additive Effectiveness |
|
Fuel Dilution
(fuel present in lubricant) |
Oil Contamination |
Incorrect Air to Fuel Ratio
Extended Idling
Stop and Go Driving
Incorrect Timing |
Defective Injectors
Leaking Fuel Pump/Lines
Incomplete Combustion
Carburetor Malfunction |
Metal to Metal Contact
Poor Lubrication - Oil Thinning
Increased Overall Wear
Cylinder Ring Wear
Reduced MPG |
Decreased Oil Pressure
Reduced Engine Performance
High Operating Costs
Shortened Engine Life |
|
Fuel Soot
(soot content of lubricant) |
Oil Contamination |
Improper Air/Fuel Ratio
Improper Injector Adjustment
Defective Injector
Poor Quality Fuel
Incomplete Combustion |
Clogged Air Induction
Improper Equipment
Operation
Low Compression
Worn Engine Parts/Rings |
Poor Engine Performance
Poor Fuel Economy
Increased Operating Cost
Harmful Deposits/Sludge
Increased Wear
Lubricant Thickening |
Shortened Oil Life
Lacquer Formation
Carbon Deposits
Clogged Filters
Shortened Engine Life |
|
Oxidation
(evidence of lubricant
breakdown) |
Oil Contamination/Condition |
Overheating
Over-Extended Oil Drain
Improper Oil Type |
Combustion By-Products
Blow-By
Coolant Leak |
Shortened Equipment Life
Lacquer Deposits
Oil Filter Plugging
Increased Oil Viscosity |
Corrosion of Metal Parts
Increased Operating Expenses
Increased Wear
Shortened Equipment Life |
|
Nitration
(evidence of lubricant
breakdown) |
Oil Contamination/Condition |
Abnormally High
Combustion Temperature |
Lean Air to Fuel Ratio
Abnormal Blow-By
Injector or Carburetor
Malfunction
EGR Valve Failure |
Accelerated Oxidation
Increased Exhaust Emissions
Acidic By-Products Formed
Increased Cylinder and
Valve Train Wear |
Oil Thickening
Combustion Area Deposits
Increased TAN |
|
Total Acid Number (TAN)
(lubricant acid content) |
Oil Contamination/Condition |
High Sulfur Fuel
Overheating
Excessive Blow-By |
Over-Extended Oil Drains
Improper Oil Type |
Corrosion of Metallic
Components
Increases Oxidation
Oil Degradation |
Oil Thickening
Additive Depletion |
|
Total Base Number (TBN)
(lubricant alkalinity reserve) |
Lubricant Service Life
(Low Readings) |
High Sulfur Fuel
Overheating
Over-Extended Oil Drains |
Improper Oil Type
Acid Build-up in Oil |
Increased TAN
Oil Degradation |
Increased Wear
Corrosion of Metal Parts |
|
Wear Metal Analysis
(measures the levels of 21 metals from wear
particles, contaminants and additives. This analysis detects
dissolved metal ions plus particles less than 10 microns in
size.
See pages 11-13 for specific applications.) |
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