| |
| Introduction |
| |
Oil analysis is a series of laboratory tests used to evaluate the condition of lubricants and equipment components. By studying the results of the oil analysis tests, a determination of both equipment and oil condition can be made. Primarily, this is possible because of the cause- and-effect relationship of the condition of the lubricant to the condition of the component sampled. Some of these cause-and-effect situations are outlined below.
Oil performs several vital functions with many of them being interrelated. The ability of the oil to perform as designed can be determined by oil analysis. Following is a list of some primary lubricant functions that can be evaluated:
|
| Friction controlContaminant control |
Hydraulic pressure Temperature control |
Corrosion control Shock control |
Wear control Sealing function |
|
| |
| |
Today, oil analysis programs use modern technology and laboratory instruments to determine equipment condition and lubricant serviceability. Oil analysis uses state of the art equipment and can provide the user with valuable information which can lead to greater equipment reliability.
|
|
|
|
Viscosity
|
| |
Viscosity is one of the most important properties of lubricating oil. Viscosity is a measurement of resistance to flow at a specific temperature relative to time. The two most common temperatures for lubricating oil viscosity are 40°C and 100°C. Viscosity is normally evaluated with a kinematic method and reported in centistokes (cSt). In used oil analysis, the used oil’s viscosity is compared to that of the new oil to determine whether excessive thinning or thickening has occurred.
Viscosity Index (VI) is the change in flow rate of a lubricant with respect to temperature. Oil with a high VI resists thinning at high temperatures. Use of high VI oil is recommended in engines and other systems that operate at elevated temperatures.
|
| Cause |
Effect |
Solution |
| |
High Viscosity
Contamination soot/solids
Incomplete combustion-A/F ratio
Oxidation degradation
Leaking head gaskets
Extended oil drain interval
High operating temperature
Improper oil grade
Low Viscosity
Additive shear
Fuel dilution
Improper oil grade
|
High Viscosity
Increased operating costs
Engine overheating
Restricted oil flow
Accelerated wear
Oil filter by-passed
Harmful deposits/sludge
Low Viscosity
Engine overheating
Poor lubrication
Metal-to-metal contact
Increased operating costs
|
Check air-to-fuel ratio
Check for incorrect oil grade
Inspect internal seals
Check operating temperature
Check with lube supplier for advice
Check for leaking injectors
Evaluate equipment use vs. design
Evaluate operating conditions
Use trained operators
Change oil and filters
Check for loose fuel crossover lines
|
|
Water/Coolant Contamination
|
| |
Water in an engine may be an indication of internal coolant leaks – a leaking head gasket, a cracked head or sleeves, or from external contamination - condensation of ambient atmospheric humidity, or from internal. Although water is typically evaporated by engines at normal operating temperatures, water may remain in the oil when engine temperatures are too low for evaporation to occur.
Oil analysis can effectively indicate the presence of water or coolant contamination before a major problem occurs. Infrared analysis is used to determine water content in used oil and these results are reported in percent volume. The Karl Fischer method is used to measure water in systems that are sensitive to low moisture content and these “KF” results are reported in ppm.
|
| Cause |
Effect |
Solution |
| |
Low operating temperature
Defective seals
New oil contamination
Coolant leak
Improper storage
Cracked head
Weather/moisture
Product of combustion
Oil cooler leak
|
Engine failure
High viscosity
Poor lubrication
Corrosion
Engine overheating
Acid formation
Weld spots
Reduced additive effectiveness
|
Tighten head bolts
Check head gaskets
Inspect for cracked head
Inspect heat exchanger and oil coolers
Evaluate operating conditions
Evaluate equipment use vs. design
Avoid intermittent use
Check for external water/moisture sources
Change oil filter
|
|
Fuel Dilution
|
| |
Fuel dilution of crankcase oil by unburned fuel can reduce lubricant viscosity and decrease its effectiveness. Thinning of the lubricant leads to decreased lube film strength and adds to the risk of abnormal wear. Depending on certain variables, when fuel dilution of crankcase oil exceeds 2.5 to 5%, corrective action should be taken. Fuel dilution is measured by gas chromatography with results reported in percent volume.
|
| Cause |
Effect |
Solution |
| |
Incorrect air/fuel ratio – Dirty Air Cleaner
Extended idling
Stop-and-go driving
Defective injectors
Inoperative carburetor choke
Incomplete combustion
Incorrect timing
|
Metal-to-metal contact
Poor lubrication; oil thinning
Increased overall wear
Piston ring wear
Decreased additive effectiveness
Risk of fire or explosion
Reduced fuel economy
Decreased oil pressure
Reduced engine performance
High operating cost
Shortened engine life
|
Check fuel lines, worn piston rings, leaking
injectors/seals, pumps
Analyze driving/operating conditions
Check spark timing
Avoid prolonged idling
Change oil and filter more frequently
Evaluate equipment and use vs. design
Check fuel quality
Repair/replace worn parts
|
|
Solids
|
| |
Solids Content represents all solid and solid-like constituents in the lubricant. The makeup of solids depends on the system. In diesel engines, fuel soot is usually the major constituent measured. In non-diesel components, wear debris and oil oxidation products are measured. All solid material is measured and reported as a percentage of sample volume or weight.
|
| Cause |
Effect |
Solution |
| |
Extended oil drain interval
Environmental debris
Wear debris
Oxidation by-products
Filter leaking or dirty
Fuel soot
|
Shorter engine life
Filter plugging
Poor lubrication
Engine deposits
Sludge formation
Accelerated wear
Decreased oil flow
Lacquer build-up
|
Drain oil, flush system
Eliminate source of environmental debris
Evaluate equipment use vs. design
Evaluate operating conditions
Reduce oil drain intervals
Change filter
|
|
Fuel Soot
|
| |
Fuel soot or carbon and is always found in diesel engine oil. Laboratory testing is used to determine the quantity of fuel soot in used oil samples. Stringent exhaust emission regulations have placed greater emphasis on fuel soot levels. One of the most significant impacts of reduced emissions is control of particulate emissions, which resulted in greater soot levels in the crankcase. The fuel soot level is a good indicator of engine combustion efficiency and should be monitored on a regular basis for possible maintenance action. It is interesting to note that engine soot is up to 85% as hard as diamond and if not kept within reasonable limits can have a very high abrasive result on the engine.
|
| Cause |
Effect |
Solution |
| |
Improper air/fuel ratio
Improper injector spray pattern
Poor quality fuel
Incomplete combustion
Clogged air induction
Defective injectors
Improper equipment operation
Low compression
Worn Piston/Rings
|
Poor engine performance
Harmful deposits or sludge
Increased wear
Shortened oil life
Lacquer formation
Clogged oil filters
|
Ensure fuel injectors are working properly
Change oil
Evaluate oil drain intervals
Check compression
Avoid excessive idling
Check fuel quality
|
|
Oxidation
|
| |
Lubricating oil in engines and other components combines with available oxygen under certain conditions to form harmful by-products. Heat, pressure, and catalyst materials accelerate the oxidation process. By-products of oxidation form lacquer deposits, corrode metal parts, and thicken oil beyond its ability to lubricate. Most lubricants contain additives that inhibit or retard the oxidation process.
Differential infrared analysis offers the only direct means of measuring the level of oxidation in oil. Note: A new oil reference is required for accurate measurement of oxidation. Results are reported on an absorbance scale.
|
| Cause |
Effect |
Solution |
| |
Overheating
Extended oil drain interval
Improper oil type/inhibitor additives
Combustion by-products/blow-by
|
Shortened equipment life
Lacquer deposits
Oil filter plugging
Increased oil viscosity
Corrosion of metal parts
Increased operating costs
Increased overall wear
Decreased engine performance
|
Use oil with oxidation inhibitor additives
Shorten oil drain intervals
Check operating temperature
Evaluate equipment use vs. design
Evaluate operating conditions
|
|
Nitration
|
| |
Nitration products are formed during the fuel combustion process when combustion by-products enter the engine oil during normal operation or as a result of abnormal “blow-by” past the compression rings. These products, which are more common in oils used to lubricate natural gas- and propane- fueled engines, are highly acidic, create deposits, and accelerate oil oxidation. Infrared analysis represents the only method of accurately measuring nitration products in oil. Results are reported on an absorbance scale.
|
| Cause |
Effect |
Solution |
| |
Improper crankcase scavenge
Low operating temperature
Defective seals
Improper air/fuel ratio
Abnormal blow-by
|
Accelerated oxidation
Nitrous oxides introduced into environment
Acidic by-products formed
Increased cylinder and valve train wear
Oil thickening
Combustion chamber deposits
Increased Acid Number
|
Increase operating temperature
Check crankcase venting hoses and valves
Ensure proper air/fuel mixture
Perform compression check or cylinder leak-down test
|
|
Total Acid Number (TAN)
|
| |
The total acid number is the quantity of acid or acid-like constituents in the lubricant. An increase in TAN from that of the new lubricant should be monitored. The TAN of new oil is not necessarily zero since oil additives can be acidic in nature. Increases in TAN usually indicate lube oxidation or contamination with water or an acidic product. TAN is an indicator of oil serviceability.
|
| Cause |
Effect |
Solution |
| |
High-sulfur fuel
Overheating
Excessive blow-by
Extended oil drain interval
Improper oil type
|
Corrosion of metallic components
Promotes oxidation
Oil degradation
Oil thickening
Additive Depletion
|
Shorter oil drain intervals
Verify correct oil type in service
Check for overheating
Check fuel quality
|
|
Total Base Number (TBN)
|
| |
The total base number is an expression of the amount of alkaline additives in the lubricant that are capable of neutralizing the acid products of combustion.
New oil starts with the highest TBN it will possess. During the time the lubricant is in service, the TBN decreases as the alkaline additives neutralize acids. TBN is an essential element in the establishment of oil drain intervals since it indicates whether the additives are still capable of providing sufficient engine protection.
Most diesel engine manufacturers require the oil drained when its TBN reaches one-half or one-third its original value.
|
| Cause |
Effect |
Solution |
| |
High-sulfur fuel
Overheating
Extended oil drain interval
Improper oil type
|
Increased acid no.
Oil degradation
Increased wear
Corrosion of metal parts
Acid build-up in oil
|
Use low-sulfur fuel
Follow manufacturer’s recommendations for oil drain interval, and decrease if engine is operated under severe conditions
Verify TBN of new product/use correct oil type
Change oil/top off with fresh oil
Test fuel quality
|
|
Particle Count
|
| |
Fluid cleanliness is critical in hydraulic and other systems where high fluid pressure and velocity are involved. Excessive fluid particulate contamination is a major cause of failure of hydraulic pumps, motors, valves, pressure regulators, and fluid controls. Failure due to excessive particulate contamination is normally segregated into three areas:
Performance degradation
Intermittent failure
Catastrophic failure
Particle count measurements allow the user to monitor
hydraulic system contamination levels on a scheduled basis. Scheduled
analysis of hydraulic fluid to include particle count is recommended by most
equipment and hydraulic component manufacturers.
|
| Cause |
Effect |
Solution |
| |
Water contamination
Machining burrs
Filling techniques
Oil oxidation
Contaminated new oil
Worn wiper seals
System generated debris
Built in contamination
Defective breather
|
Performance degradation
Intermittent failure
Wear
Plugging
Leakage
Pressure overshoot
Momentary hesitation
System failure
|
Filter new oil
Change hydraulic fluid
Inspect/replace filters
Check particle sizes
System flushing at high pressure
Check air breather
Evaluate equipment vs. design
Evaluate operating conditions
|
|
Wear Metal / Elemental Analysis
|
| |
Elemental analysis is used to evaluate and quantify wear metal elements, additive elements and contamination elements. Wear metals are analyzed to pinpoint problem areas through trend analysis. By analyzing the additive elements, the oil type can be verified, i.e., hydraulic oil, transmission fluid, or engine oil. Contamination elements are reviewed to determine lubricant serviceability and to pinpoint causes of problems indicated by other test results.
Following are the sources of the elements analyzed and their function in a component:
|
Wear Metals
|
| |
| Element | Source | Function |
| Iron (FE) | Engine blocks, Gears, Rings, Bearings, Cylinder Walls, Cylinder Heads, Rust | Because of its strength, iron is the base metal of steel in many parts of the engine. Since iron will rust, it is alloyed with other metals (i.e., Cr, Al, Ni) making steel. |
| Chromium (Cr) | Shafts, Rings, Chromate From Cooling System | Because of its strength and hardness, Chromium is used to plate rings and shafts that are usually mated with steel (softer). Chromium is also alloyed with iron (steel) for strength. |
| Aluminum (Al) | Bushings, Some Bearings, Pistons, Turbocharger, Compressor Wheels | Aluminum is a strong light-weight metal (smaller mass) that dissipates heat well and aids in heat transfer. |
| Copper (Cu) | Bearings, Bushings, Oil Coolers, Radiators | Copper is utilized to wear first in order to protect other components. Copper conforms well so it is used to seat bearings to the crankshaft. |
| Lead (Pb) | Bearing Overlay, Leaded Gasoline Contamination | Lead is a conforming material used to plate bearings. Lead will appear in new engines while the bearings are melding and conforming. If lead appears later, misalignment may be indicated. |
| Chromium (Cr) | Shafts, Rings, Chromate From Cooling System | Because of its strength and hardness, Chromium is used to plate rings and shafts that are usually mated with steel (softer). Chromium is also alloyed with iron (steel) for strength. |
| Nickel (Ni) | Valve Stems, Valve Guides, Ring Inserts on Pistons | Nickel is alloyed with iron in high strength steel used to make valve stems and guides. |
| Silver (Ag) | Bearing Cages (anti-friction bearings), Silver Solder, Turbocharger bearings and wrist pin bushings. | Silver is used to plate some components because it conforms well, dissipates heat and reduces coefficient of friction. |
| Tin (Sn) | Bearings, Pistons | Tin is a conforming material used to plate and protect surfaces to facilitate break-in. |
| Molybdenum (Mo) | Piston rings, oil additives | Molybdenum is used as an alloy in some piston rings in the place of Chromium. Molybdenum is also used as a friction-reducing additive in some oils. Soluble Mo can be used as an antioxidant additive. |
|
| |
Additive Elements
|
| |
Terms
Detergent-Additive which keeps the engine clean at high operating temperature.
Dispersant-Additive which keeps debris in suspension in the oil, controls deposits at moderate temperature.
Anti-wear (AW)-Additive which provides a protective film.
Extreme Pressure (EP)-Additive which provides a protective film in high-pressure areas.
NOTE: While some elements indicated are additives they may at the same time be from elsewhere. For example Calcium the additive is NOT differentiated from Calcium taken in from road dust which may contain Calcium Chloride. One should always be aware of surprising increases in additive elements. They do NOT naturally increase.
|
| Element | Function |
| Zinc (ZN) | AW, EP, Antioxidant |
| Phosphorus (P) | AW, EP, Antioxidant. Phosphorus is added to extreme pressure oils to provide a protective film. EP oils are characterized by high phosphorus and sulfur levels. |
| Barium (Ba) | Detergent. Barium is toxic and expensive but it is advantageous because it does not leave excessive ash residue. |
| Sodium (Na), Calcium (Ca) and Magnesium (Mg) | Alkaline (base) additives used to neutralize acids formed by products of combustion in engine oils. They also have some detergent qualities and corrosion inhibition. |
| Boron (B) | Inhibitor. Boron is also found as an additive in coolant as borate. |
| Copper (Cu) | Antioxidant. Copper is added to engine oils to prevent oxidation. |
|
| |
Contaminant Elements
|
| |
| Element | Cause |
| Sodium (Na) | External Contamination, Coolant leak, salt in the air, Road Salt |
| Silicon (Si) | External (dirt), Additive, Sealants. Silicon can be an antifoam additive and from gasket material in the form of silicone. |
| Potassium (K) | Coolant leak. Potassium is a coolant additive, and its presence in oil is indicative of coolant contamination. |
|
| |