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Oil Analysis Basics - Second Edition

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Oil Analysis Basics presents the fundamentals of oil analysis for machinery condition monitoring in an easy to understand format. You will learn everything from how to take a proper oil sample to how to select a test slate for your applications. With more than 90 illustrations, figures and lookup tables, you'll reference Oil Analysis Basics for years to come.

Oil Analysis Basics - Second Edition

Details

Oil Analysis Basics presents the fundamentals of oil analysis for machinery condition monitoring in an easy to understand format. You will learn everything from how to take a proper oil sample to how to select a test slate for your applications. With more than 90 illustrations, figures and lookup tables, you'll reference Oil Analysis Basics for years to come.

Plus You'll Find:

  • Common elemental concentration ranges for different types of machines
  • Contaminants and conditions that alter an oil's flash point
  • Commonly used primary and secondary (confirming) oil analysis indicators
  • Filter selection decision tree
  • Common elements and their sources
  • How to select the best sampling locations for oil analysis
  • Factors to consider when designing an oil analysis program
  • How to take oil samples to maximize data density and minimize data disturbance
  • Diagnostic flow charts for:
    • Particle count
    • Viscosity
    • Acid number
    • Base number
    • Ferrous density
    • RPVOT
    • Water contamination
    • Elemental wear metals
    • Glycol contamination
    • Additive depletion

What’s New in the Second Edition?

  • More detailed information on oil sampling
  • 14 oil analysis tests were added
  • New and expanded sections on filtration and contaminant removal
  • Expanded discussion on base oils and additives
  • New information on excluding contaminants from lubricants
  • Expanded water-in-oil contamination and removal content
  • Updated sections on new ASTM standards on in-service lube testing
  • Expanded discussion on the importance of glycol testing
  • Expanded discussion of flash point tests
  • All chapters revised and updated

Also available in Spanish and Japanese.

Author: Jim Fitch & Drew Troyer
Published: Noria Corporation
Format: Paperback
Pages: 192
Excerpt:

Excerpt 1

How particles affect the oil - Particles, especially catalytic metal particles like copper, iron and lead increase the rate at which oxidation occurs. Particles also strip the oil of its polar additives, including anti-wear additives, extreme pressure additives, rust inhibitors and dispersants. Also, numerous very small particles in stable suspension can cause the oil's viscosity to increase.

How particles affect the machine - Abrasive particles are responsible for much of the wear leading to premature failure of mechanical components. Under sliding conditions, clearance-sized particles enter the oil film between surfaces and cut away material much like a lathe cuts metal. Under rolling contact conditions, particles transfer concentrated load between two surfaces in relative motion, resulting in surface fatigue, pitting, and spalling. Particle-contaminated oil traveling at high velocity can also cause erosive wear.

Excerpt 2

Rate-of-change alarms are typically set to measure properties that are being progressively introduced into the oil, such as wear debris. The add rate (change) can be calculated per unit of time, hours, cycles, etc. For example, a 100 ppm increase in iron over a period of 100 operating hours could be stated as one ppm per hour of operation. When the parameter is plotted against time, the rate-of-change (add rate) equals the current slope of the curve.

Unlike level limits, rate-of-change limits ignore the absolute value of the data parameter, emphasizing instead the speed at which the level is changing. Rate-of-change limits are effectively applied to particle counting (unfiltered systems), elemental wear metals, ferrous density, acid number (AN) and RPVOT. It can also be effectively applied to monitor abnormal degradation of additives with elemental and FTIR spectroscopy.

Excerpt 3

The amount of water that a given fluid will absorb depends upon its base stock, viscosity, additive package, and temperature. The amount of water that can dissolve in a fluid is termed its saturation level. The saturation level for a hydraulic fluid is 200-300 ppm while for a lubricating oil it is around 500-600 ppm. Oil is cloudy when it is above its saturation level. The saturation level for a synthetic fluid is generally much higher than for a mineral base fluid.

Table Of Contents:

Lubrication Fundamentals 
    The Functions of a Lubricant 
    Base Stock Considerations 
    Lubrication Fundamentals 
    Additives and their Functions  

Oil Analysis and Condition-Based Maintenance 
    Reliability-Centered Maintenance (RCM) 

Contamination Control 
    Particle Contamination 
    Moisture Contamination 
    Fuel Contamination 
    Soot Contamination 
    Glycol Contamination
  
Oil Sampling Methods 
    Sampling Locations on System Returns 
    Live Zone Sampling from Circulating Systems 
    Sampling from Pressurized Lines 
    Sampling Wet-sump Circulating Systems 
    Sampling Non-Circulating Systems 
    Drop-Tube Vacuum Sampling 
    Sampling Bottles and Hardware 
    Important Tips for Effective Oil Sampling 
    Oil Sampling Frequency 
    Registering Equipment For Oil Analysis 
    Sample Bottle Labels and Identification
  
Oil Testing and Analysis 
    Reasons for Performing Oil Analysis 
    Review of Common Used Oil Analysis Tests 
    Selecting the Test Slate
  
Targets, Limits, Diagnostics and Data Management 
    Setting Limits and Targets 
    Interpreting and Applying Oil Analysis Results 
    Documenting and Reporting Oil Analysis Results 
    Integrating Oil Analysis with Other Condition Monitoring  Techniques
  
Guidelines for Selecting and Working with a Commercial   Oil Analysis Laboratory
 
Appendix I - Glossary of Terms 
Abbreviations, Prefixes and Letter Symbols 
Prefixes - U.S. TERM 
Cleanliness Definitions