Clean Oil Guide
Clean Oil Guide
40 micrometres:
Naked
eye
visibility
100 micrometres:
Grain of salt
70 micrometres:
Human
hair
Clean Oil Guide
Fourth Edition 2009
English version
Published by:
C.C.JENSEN A/S
Svendborg, Denmark
Layout:
Novatesa, s.l.
Barcelona, Spain
Revision layout, print:
SvendborgTryk,
541 2
Denmark. - 07
Tryksag
Sources:
“Chemistry in electrical apparatuses”
Lars Arvidson
Västerås PetroleumKemi AB
C.C.JENSEN
Contents
Page 2 0 Introduction
3 1 Wear and tear in oil systems
3 Mechanical Wear
3 ”Chemical” Weare!
3 Oil Degradation products
4 2 Oil sampling
4 Where to take an oil sample
5 How to take an oil sample
8 3 Used Oil analysis
9 ISO standards
10 NAS classes
10 Evaluation of particle count
11 Frequency of analysis
12 4 Oil cleaning methods
12 Filter types
14 Surface filter
15 Depth filter
16 5 Basic filtration definitions
16 Nominal filtration
16 Absolute filtration
16 Beta values
17 Dirt holding capacity
17 Filter by-pass valve
18 6 Installation methods
18 Full-flow filtration
18 Off-line filtration
20 7 Economy
21 8 Ordering a filtration system
22 9 Handling of oil and oil systems
22 New oil in containers
22 Oil in the system
23 10 Recommendations for buying oil
23 Oil test certificates and test sampling
23 Claims
24 Sampling
1 2 3 4 5 6
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Introduction Wear and Oil sampling Used oil Oil cleaning Basic filtration Installation
tear in oil analysis methods definitions methods
systems
2
1
7 8 9 10
Wear and
Page 20 21 22 23
Economy Ordering Handling Recommen- tear in oil
a filtration
system
of oil and oil
Systems
dations for
buying oil
systems
Mechanical Wear
Solid particles typically cause 50% of all failures and multiply
Fig. 1 by destroying the surface of even very hard metal. The most
harmful particles are the ones trapped
in the dynamic tolerance like in
Ø 5 μm
bearings (figure 1).
Oilgroove Oilgroove
Force ”Chemical” Weare!
Chemical contamination includes
Roller water and oil degradation products
Ø 1 μm
and certain metals (e.g. copper).
Water typically accounts for 20%
Source: Västeras PetroleumKemi AB of mechanical failures. It reduces
the lubricity of the oil and results in
corrosion and erosion leading to spalding (figure 2).
Fig. 2 Furthermore, it acts as a catalyst in the oxidation of the oil,
just as copper does. Oxidation products form a sticky layer on
metal surfaces and is often referred to as varnish.
Hard particles of all sizes get caught in the sticky layer,
creating a sandpaper like, grinding surface.
3
1 2 3 4 5 6
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Introduction Wear and Oil sampling Used oil Oil cleaning Basic filtration Installation
tear in oil analysis methods definitions methods
systems
Correct
Wrong
Source: Västeras PetroleumKemi AB
The best sampling point is the return line from the system before any
filtration. A sample taken between the pump and the filter housing of an
off-line filter is normally the worst contaminated part of the oil system.
A satisfying result from such a sample is the best guarantee that the
whole system is clean. If no off-line filter system is installed a vacuum
type sampling pump is a valid option. In such case the sample should be
drawn 10 cm (4 inches) off the lowest part of the tank (see page 7).
4
2
7 8 9 10
Oil
Page 20 21 22 23
Economy Ordering Handling Recommen- sampling
a filtration of oil and oil dations for
system Systems buying oil
Sump
Off-line Filter
5
1 2 3 4 5 6
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Introduction Wear and Oil sampling Used oil Oil cleaning Basic filtration Installation
tear in oil analysis methods definitions methods
systems
6
2
7 8 9 10
Oil
Page 20 21 22 23
Economy Ordering Handling Recommen- sampling
a filtration of oil and oil dations for
system Systems buying oil
Vacuum pump
Try to lower the free end of the plastic tube to one third above
the bottom of the tank in the center of the tank – or, if
relevant, above the lowest point of the tank. Be careful not to
touch the walls or the bottom of the reservoir with the tube.
When you have sealed the bottle, make sure that the label is
filled in with all the information as per example on page 6.
7
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Introduction Wear and Oil sampling Used oil Oil cleaning Basic filtration Installation
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systems
8
3
7 8 9 10
Oil sample
Page 20 21 22 23
Economy Ordering Handling Recommen- analysis
a filtration of oil and oil dations for
system Systems buying oil
ISO Standards
The ISO 4406/2000 classification of particle contents was
introduced to facilitate comparisons in particle counting.
9
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Introduction Wear and Oil sampling Used oil Oil cleaning Basic filtration Installation
tear in oil analysis methods definitions methods
systems
NAS Classes
NAS 1628 is a American standard that translates approximately
into ISO Codes. The difference is that the NAS gives breakdown
of the different particle sizes lager than 15 µm.
Fig. 8: NAS 1628
Size Classes NAS 1628
µ 00 0 1 2 3 4 5 6 7 8 9 10 11 12
5-15 125 250 500 1,000 2,000 4,000 8,000 16,000 32,000 64,000 128,000 256,000 512,000 1.024,000
15-25 22 44 89 178 356 712 1425 2,850 5,700 11,400 22,800 45,600 91,200 182,400
25-50 4 8 16 32 63 126 253 506 1,012 2,025 4,050 8,100 16,200 32,400
50-100 1 2 3 6 11 22 45 90 180 360 720 1,440 2,880 5,760
>100 0 0 1 1 2 4 8 16 32 64 128 256 512 1,024
Fig. 9a: Contamination guide for hydraulic and lube oil systems
* kg of solid particles passing the system pump yearly at the given ISO code.
10
3
7 8 9 10
Oil sample
Page 20 21 22 23
Economy Ordering Handling Recommen- analysis
a filtration of oil and oil dations for
system Systems buying oil
ISO 17/15/12
Frequency of analysis
In the implementation phase of a condition monitoring
system, analyses must be made frequently – at least every six
months – in order to establish a knowledge data base.
Every oil system should have a log where analysis results are
registered, The logbook must also contain information about
oil type, oil changes, break-downs, targeted ISO class code and
oil analysis results.
11
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tear in oil analysis methods definitions methods
systems
Filter types
The Depth Filter is like a maze where the oil passes through
several layers of cellulose. The largest particles are retained on
the outside of the element whereas the smaller particles enter
the element and are retained within the filter material,
12
4
7 8 9 10
Oil
Page 20 21 22 23
Economy Ordering Handling Recommen- cleaning
a filtration
system
of oil and oil
Systems
dations for
buying oil
methods
13
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Introduction Wear and Oil sampling Used oil Oil cleaning Basic filtration Installation
tear in oil analysis methods definitions methods
systems
Surface Filter
Element housing
O-Ring
End cap Filter
seal element
Filtered oil
returned
to oil circuit
Outer filter casing
Pleat
support
band Function
Oil
flow
Support layer
14
4
7 8 9 10
Oil
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Economy Ordering Handling Recommen- cleaning
a filtration
system
of oil and oil
Systems
dations for
buying oil
methods
Depth Filter
Filter element:
Made as a sandwich of corrugated wood cellulose discs
rotated at 90° to the next and bonded together. This
gives a series of connected surfaces with corrugations
running north-south and east-west.
15
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tear in oil analysis methods filtration methods
systems definitions
Contaminant
ND
Filter efficiency
NU ßX - 1
Test filter ßX = E= x 100
ND
ßX
NU
16
5
7 8 9 10
Basic
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Economy Ordering Handling Recommen- filtration
a filtration
system
of oil and oil
Systems
dations for
buying oil
definitions
17
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Introduction Wear and Oil sampling Used oil Oil cleaning Basic filtration Installation
tear in oil analysis methods definitions methods
systems
Installation
Full-flow filtration
Off-line filtration
18
6
7 8 9 10
Installation
Page 20 21 22 23
Economy Ordering Handling Recommen- methods
a filtration of oil and oil dations for
system Systems buying oil
FLOW
H 2O
H 2O
SURFACE
FILTER
If the surface
filter is not
changed regularly
it will clog and BY-PASS
FLOW
Contaminated
milipone
membrane.
Sample taken
before off-line
filtration.
SUMP
FLOW
Milipore
membrane.
Sample taken
after off-line
filtration. OFF-LINE FILTER
19
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systems
20
7
7 8 9 10
Economy
Page 20 21 22 23
Economy Ordering Handling Recommen-
a filtration of oil and oil dations for
8
system Systems buying oil
Ordering
a filtration
system
Ordering
a filtration
system When ordering a filtration system the following should
be specified:
Calculate the total cost for the life time of the system
– or 10 years of operation.
21
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22
9
7 8 9 10
Handling
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Economy Ordering Handling Recommen- of oil and
a filtration of oil and oil dations for
oil systems
10
system Systems buying oil
Recommen-
dations for
buying oil
Recommendations
for buying oil
When buying oil in bulk, buyers have a right to set special
certified requirements to ensure the quality.
Claims
If the oil supplied does not fulfill requirements, returning the
consignment might be considered. If the problem can be
corrected, new samples must be approved. The supplier must
pay all costs, including machinery failure and downtime.
23
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Sampling
Samples must be drawn from each manufactured batch.
The analysed sample must be a representative sample of the
manufactured batch. Test records must be available for the
buyer for at least five years.
– Visual inspection
– Viscosity @ 40°C
– Density
– Total Acid Number of finished product
– Air bubble separation time
– Contaminants, gravimetric.
24
7 8 9 10
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Economy Ordering Handling Recommen-
a filtration of oil and oil dations for
system Systems buying oil
Head office:
C.C.JENSEN A/S • Løvholmen 13 • DK 5700 Svendborg
Tel. +45 63 21 20 14•Fax: +45 62 22 46 15•[email protected] • www.cjc.dk