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Report Interpretation
By Matt McMahon
Oil Analysis
Lubricant
Condition
Contaminants
Machine
Wear
Normal with PC
Normal with WP
Viscosity
• Measured by Viscometer
– ASTM D-445
– Reported as Kinematic Viscosity in
Centistokes (cSt)
• Industrial oils measured at 40ºC
• Engine oils measured at 100ºC
Measure of a lubricants resistance to flow at a
specific temperature.
Viscosity Limits
• Marginal Limits
– Viscosity should be within 10% (+ or -) of specified
grade to be in spec
– Example:
• ISO VG 100 oil should be between 90 and 110 cSt @ 40º
• Critical Limits
– When the viscosity falls greater than 20% (+ or -) of the
specified grade, action should be taken.
– Example:
• ISO VG 100 <80 or >120 cSt @ 40º
Report with Viscosity Issue
Elemental Spectroscopy
Measures the
concentration of wear
metals, contaminants,
and additives in a
lubricant.
Spectroscopy
• 20 elements measured
– Wear metals
– Contaminants
– Additives
• Reported in parts per million (ppm)
• Measures metals in solution
• Solid debris below 7 microns in size
• Blind to larger particles
Wear Metal Sources
• Iron (Fe)
– Shafts, Gears, Housings, Piston Rings, Cylinder Walls
• Copper (Cu)
– Brass/Bronze alloys, Bearings, Bushings, Thrust Washers
• Lead (Pb)
– Bearings, Anti-Wear Gear Additive (Rare)
– Tin (Sn)
– Bearing Alloys, Bearing Cages, Solder
Wear Metal Sources
• Aluminum (Al)
– Pumps, Trust Washers, Pistons
• Chromium (Cr)
– Roller Bearings, Piston Rings, Cylinder Walls
• Nickel (Ni)
– Pumps, Gear Platings, Valves
• Silver (Ag)
– Some Bearings
Wear Metal Limits
• Limits should be based on trends
– Sudden increases indicate problems
• Operational conditions can effect
wear metal levels
– Oil changes, break-in periods, loading
• OEM Recommendations
Report with Wear
Contaminants
• Silicon (Si)
– Airborne Dust & Dirt, Defoamant Additive
• Boron (B)
– Anti Corrosion in Coolants
• Potassium
– Coolant Additive
• Sodium
– Detergent Additive, Coolant Additive
Report with Contaminants
Additives
• Magnesium (Mg)
– Detergent Additive
• Barium (Ba)
– Rust & Corrosion Inhibitor
• Calcium (Ca)
– Detergent/Dispersant
Additive
• Zinc (Zn)
– Anti-wear Additive
• Phosphorus (P)
– Anti-Wear Additive, EP Gear
Additive
• Molybdenum (Mo)
– Extreme Pressure Additive
Report with Additive Issues
Karl Fischer Water
• Karl Fischer Titrator
• ASTM D-6304
• Reported in % or ppm
• Dissolved, emulsified
or free water
Quantifies the amount of
water in the lubricant.
Sources of Water
• Condensation
• External contamination
– Breathers
– Seals
– Reservoir covers
• Internal leaks
– Heat exchangers
– Water jackets
Report with Water
Report with Water – V40
FT-IR Spectroscopy
Fourier Transform Infrared Spectrometer
Measures the
chemical
composition of a
lubricant
FT-IR Spectroscopy
• Oil Degradation by chemical change
– Oxidation
– Nitration
• Contamination
– Soot
– Glycol
Report with Oxidation
• Additive Depletion
– When additives deplete, they are typically still present
– Atomic Spectroscopy will indicate their presence, yet
they can be chemically inert
– Decreased signal strength in the IR Spectrum will
reveal excess additive depletion
FT-IR Spectroscopy
Acid Number
• Measurement of acidic
constituents in the oil
• Reported as AN
• ASTM D-974
• Indicator of oil serviceability
– Oil oxidation & degradation
produces acidic by-products
• AN is lowest when an oil is new*, and
increases with use
• AN of a used oil is typically compared to the
original AN
• Oils with higher levels of additives will
generally have a higher AN
• Typical AN Values on new oils:
o R&O Oil - 0.03
o AW Oil - 0.4
o EP Oil - 0.6
o Engine Oil - 1.6
Acid Number
Report with AN issues
New Oil Example
Particle Count
Measures the size
and quantity of
particles in a
lubricant
Light
Blockage
Flow Decay
Flow Decay Method
• Also called pore blockage
• Passed through 5, 10 or 15
micron screen filter
• Flow decay is recorded
– Particle counts are extrapolated
– No interference from water or entrained air
Filter
Particle Count
• Particle Counts are broken down into
6 size ranges
> 4 microns > 25 microns
> 6 microns > 50 microns
> 14 microns >100 microns
• Reported as particles per milliliter
ISO 4406 Cleanliness Code
>4>4 19451945
>6>6 826826
>14>14 8888
>25 21
>50 2
>100 0
ISO 18/17/14
Report with High PC - AF
Wear Particle Concentration
• 10ml of sample is placed in a syringe
• Syringe is placed in the analyzer
• Analyzer measures changes in magnetic
flux to measure ferrous content
• No particle size limit
Wear Particle Concentration
Wear Particle Concentration
• Results are reported in parts per million of
ferrous content
Report high WPC
Report high Iron
Report Final
Questions
Answers
&
Matt McMahon CLS
Senior Data Analyst
matt@testoil.com

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Oil Analysis Report Interpretation

  • 3. Viscosity • Measured by Viscometer – ASTM D-445 – Reported as Kinematic Viscosity in Centistokes (cSt) • Industrial oils measured at 40ºC • Engine oils measured at 100ºC Measure of a lubricants resistance to flow at a specific temperature.
  • 4. Viscosity Limits • Marginal Limits – Viscosity should be within 10% (+ or -) of specified grade to be in spec – Example: • ISO VG 100 oil should be between 90 and 110 cSt @ 40º • Critical Limits – When the viscosity falls greater than 20% (+ or -) of the specified grade, action should be taken. – Example: • ISO VG 100 <80 or >120 cSt @ 40º Report with Viscosity Issue
  • 5. Elemental Spectroscopy Measures the concentration of wear metals, contaminants, and additives in a lubricant.
  • 6. Spectroscopy • 20 elements measured – Wear metals – Contaminants – Additives • Reported in parts per million (ppm) • Measures metals in solution • Solid debris below 7 microns in size • Blind to larger particles
  • 7. Wear Metal Sources • Iron (Fe) – Shafts, Gears, Housings, Piston Rings, Cylinder Walls • Copper (Cu) – Brass/Bronze alloys, Bearings, Bushings, Thrust Washers • Lead (Pb) – Bearings, Anti-Wear Gear Additive (Rare) – Tin (Sn) – Bearing Alloys, Bearing Cages, Solder
  • 8. Wear Metal Sources • Aluminum (Al) – Pumps, Trust Washers, Pistons • Chromium (Cr) – Roller Bearings, Piston Rings, Cylinder Walls • Nickel (Ni) – Pumps, Gear Platings, Valves • Silver (Ag) – Some Bearings
  • 9. Wear Metal Limits • Limits should be based on trends – Sudden increases indicate problems • Operational conditions can effect wear metal levels – Oil changes, break-in periods, loading • OEM Recommendations Report with Wear
  • 10. Contaminants • Silicon (Si) – Airborne Dust & Dirt, Defoamant Additive • Boron (B) – Anti Corrosion in Coolants • Potassium – Coolant Additive • Sodium – Detergent Additive, Coolant Additive Report with Contaminants
  • 11. Additives • Magnesium (Mg) – Detergent Additive • Barium (Ba) – Rust & Corrosion Inhibitor • Calcium (Ca) – Detergent/Dispersant Additive • Zinc (Zn) – Anti-wear Additive • Phosphorus (P) – Anti-Wear Additive, EP Gear Additive • Molybdenum (Mo) – Extreme Pressure Additive Report with Additive Issues
  • 12. Karl Fischer Water • Karl Fischer Titrator • ASTM D-6304 • Reported in % or ppm • Dissolved, emulsified or free water Quantifies the amount of water in the lubricant.
  • 13. Sources of Water • Condensation • External contamination – Breathers – Seals – Reservoir covers • Internal leaks – Heat exchangers – Water jackets Report with Water Report with Water – V40
  • 14. FT-IR Spectroscopy Fourier Transform Infrared Spectrometer Measures the chemical composition of a lubricant
  • 15. FT-IR Spectroscopy • Oil Degradation by chemical change – Oxidation – Nitration • Contamination – Soot – Glycol Report with Oxidation
  • 16. • Additive Depletion – When additives deplete, they are typically still present – Atomic Spectroscopy will indicate their presence, yet they can be chemically inert – Decreased signal strength in the IR Spectrum will reveal excess additive depletion FT-IR Spectroscopy
  • 17. Acid Number • Measurement of acidic constituents in the oil • Reported as AN • ASTM D-974 • Indicator of oil serviceability – Oil oxidation & degradation produces acidic by-products
  • 18. • AN is lowest when an oil is new*, and increases with use • AN of a used oil is typically compared to the original AN • Oils with higher levels of additives will generally have a higher AN • Typical AN Values on new oils: o R&O Oil - 0.03 o AW Oil - 0.4 o EP Oil - 0.6 o Engine Oil - 1.6 Acid Number Report with AN issues New Oil Example
  • 19. Particle Count Measures the size and quantity of particles in a lubricant Light Blockage Flow Decay
  • 20. Flow Decay Method • Also called pore blockage • Passed through 5, 10 or 15 micron screen filter • Flow decay is recorded – Particle counts are extrapolated – No interference from water or entrained air Filter
  • 21. Particle Count • Particle Counts are broken down into 6 size ranges > 4 microns > 25 microns > 6 microns > 50 microns > 14 microns >100 microns • Reported as particles per milliliter
  • 22. ISO 4406 Cleanliness Code >4>4 19451945 >6>6 826826 >14>14 8888 >25 21 >50 2 >100 0 ISO 18/17/14 Report with High PC - AF
  • 23. Wear Particle Concentration • 10ml of sample is placed in a syringe • Syringe is placed in the analyzer • Analyzer measures changes in magnetic flux to measure ferrous content • No particle size limit
  • 25. Wear Particle Concentration • Results are reported in parts per million of ferrous content Report high WPC Report high Iron Report Final
  • 26. Questions Answers & Matt McMahon CLS Senior Data Analyst matt@testoil.com