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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

Text Box: Caution: Engine crankcase oil temperatures can exceed 200°F. To avoid personal injury, use protective equipment such as gloves, safety glasses and protective clothing.

 

 

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.)

 

Download .pdf Brochure

Contact SBS Oil

(317)501-5133

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