and your engineContents
( Foreword
Understanding Of
Function
‘Bate Siok
Mineral Ot
‘Synthetic O15
eves
[Total Base Number (TEN)
[Ash or Suated Ash
Vecosty —_
'SAE Viscosity Grades for Engine Gis - SAE 900 Dec 98
‘APL Engine Oil Classiations
Diesel Engine Oi Recommendtons Caerpilar Diesel Engine Ol
Commercial
Lubricant Viscosy Recommendations for Dwea injection Diesel gna
The API Donut
Cleaniness
‘Contamination & Degradation
'5045°"Wear Rate Anais
Prevent Problems and Reduce Goss by Knowing Wear Rates
Understanding Wear Mots
“Tiending Wear Metals in Your Engine
“The Technology Bohind Wear Rat Analysis
Pinpointing the Causes and Efecs of Conpanent Wear
‘Montring Your Components
‘Stioon/ Aluminum Ratio Di Varios by Location
'Se0+S Oil Condon Analysis 7
MaxinizePertrmance by Knowing Vou Ol Condon
‘Understanding Oi Condon Analysis
Furr Transform nfiared Anais
entiving Oi Condon Before it Causes Probie
‘Soot
Oxidation
Nation Produ
‘Sullur Products / Acids
‘Optimizing Your Equemant wih the SeO+S™ Services Program
‘Aditonal Tests: Giycol, Water, Fuel Detection, Viscosty and TEN.
{Gye (Coola)
Water
FeetContents
—_
TaN 7
Viscosty 18
“Typical Examples of Ol Related Fares 18
“Tho Lubrication System 1°
Bearings 18
‘Crankshatis 2
Pistons Rings and Une 23
Turbochargers 25
Valves 30
m1
‘inimiing the Occurrence of OW Ralted Engine Faure
Fuel Sur 3
TAN and Fuel Sur Levels for Det injcton (O))Disel Engines
"TON and Fuel Sul: Levels fr Precombuston Chamber (PC) Desel Engines
Basie Martenance ofthe Lubrcaton System
Summary
lela] e|Foreword
Foreword
Bearing fare piston ring sticking, nd
excessive of consumption ae dass Symptoms
folate engine fais, How do you avd
them? There are numerous ways tbe ot he
‘mos! important being Scheduled Ol Sampling
(Se0+S") gular maintenance ofthe
Iubicao system, andthe use of correct
lubricants. Potowing these recommendations
‘can mean the afernce between expenencing
‘epeated ol elated engine ature and beefing
{tom a productive and salstactory engine ie
This bocka temps to oll the try af of: what
iis composed of and what unctons are, how
to identify ts contamination and degradation,
'ypcal eonsequonces, and some provenive
‘measures to hep you protet your engine.
agains! he devastating flected
‘engine atureUnderstanding Oil
Funetion
Engine ol performs soveral base uncon in
certo provide adequate ubricaton. works 0
‘Keep he engine clean andre rom ust ane
Coronen. tare as cola and cela: andi
provides anol fim cushion tat keeps metal o-
ell contact oa minimum, thereby reducing
{ton and weer” Bul these ae onl the bam
functions of otitis te pare domanis ofa
‘ven appcation andthe special condtions under
Which an of is used that argo determine the
humerous adatonal uncon ol must part,
"Those aditonalunctons make chooung Die
oes ot forthe
‘The selection ofa sutable orang ol shows
be based onthe engine perormance
Fecuirements 2s spect by the manufacture
‘wala the appication and he gual ofthe
{raiabl uel. Diesel engines, for nstance,
orally operate at ower speeds but higher
temperatures than gssotne engines, making
anations exceptonaly conducive oo oxidation,
‘Sepest formation and coresion of bering metas
‘Unde these condions. the os expected to
functon nan expanded capac. Ths where
‘dives ar noliead. The final patormance
‘haracerisicsof he ol depend on the base ol
‘and he addives used. The amount types of
‘dives used vary according othe properties of
the base os and he envionment in which he ol
‘al ction,
Lutriatng ol opine with base olor base stock
Base stocks are mineral (pettaum) or synthetic
‘tain, although vegetable stocks maybe used or
Specialized applications, Tho base stock provides
{he basic hicatng requirements ofan engine.
However, unless ls supported wih atives,
‘base a will degrade ana deteriorate wory rarely
In some operating condons. Depending on the
‘ype of basa stock, potloum, syne orohers,
ifeentaddive chomistes are used
Mineral Olle Mira stocks ace refined from
patcloun crue as. The cde ol source and
{he ong process wil determine the base stock
haraclerts. The cde ols sed for ese!
‘Seine hibicants are primey made up of
paraffin, napthone, and aroma compounds
‘Te crue os vith higher paratncontent are
‘moet reqveniy used mn Banded engine ots
‘The reting process begins wih vacuum
ditaton. Vacaum iaionsoperates he oi)
Info products wih ¢sinlarbotng range and
‘iar viscostis, Aer vacuum tiation, the
‘5 must be puta remove a” moaly
Uoiabiesompeunds Base ol pursiation is
Usual done by solvent extraction ana
hytrenishing or by hycroerecking 2nd
hydtnehing. Bot a! these provastes are used
{oma or olminate wax, slur, and aromatics
Varations in these reting process prosuce base
cis with dierent characterises.
Mineral base stocks are most prevalent for dese
tngin ol formulation becouse Hoy ext proven
‘haraceritcs nd ae ready avaiable a2
reaconable cos.
SynthaticOis Syihtic baso stocks are formed
by processes that chemically react mates ca
Speci comical compostion to produce a
‘Compound win plannod and predtabie.
Proper, Those bare socks have viscosly
Indexes much higher than HI mineral basa
Stocks, whl ther pour pins are considerably
tower, These charectertstics make them valuable
bending components when compounding ois or
‘creme series at bath high and ow
temperatures. The main dsadvantage of @
‘Synthese the sonar higher ce and he
Somewhat imted supp. The group of synnetic
‘ls known as estar couses grater eal eweling
than mineral os The possible use a ester
‘Sythe ols rogues hat component design bo
‘atoily consider for seal and astro
‘Sompabilty The use of synthe base stocks
lueante 9 Caterpiar engines and machines =
‘ccoptabe the of formulation meets the
Spectiedviscosty and Caerpilr performance
fequirements or the compartment n which wa
‘boused. For very cold ambient conditions, the
‘Use of symthebc base sock os nocastary.
Additives
‘Adaives stengtnon or meaty certain
‘Saracens ofthe base oi Utimatoy, the
‘enable th oo meet requrements Beyond Me
‘Shi of he base
‘The most common aves are doorgents
‘scaton ina, clsperani,akalinty agent,
‘ni-wearagonis,pourpontdepressans and
‘ocoaty inex improve.
Here i brief descripion of whet each ative
and how @Understanding Oil
Detergent help koop tho engine dean by
chemical reacting with oxidation produto stop
{he fermaton and dopast of eolble
‘compounds. The detergents nue today ae
metalic ais called sulfonates, phenates,
Dhosphonaies or salicylates
‘Akality agents help neuivalize acs. The
‘elegents ae also song acid notralier,
hanging combustion and xideton acs to
harmless nevtaized sas,
Cridation inhibitors help prover increases in
‘scosy the development f organic acs nd
the formation of carbonaceous matt. These
‘nt-enldants are th allowing chemicals. sine
‘ihiophospnates, phenae sates, aromate
famines, suilrized ester, and hindered phenol,
Depressants help prevent sludge formation by
The
‘erent active four stroke cycle desl engine ol
{assication designation ae API CF, APICF-4,
API C64, and APL CH
{API CH ots wore developed in oder to mest he
‘equeemenis ofthe new high perermance dese!
‘engines Also, tie of wes dosgned to mec
‘equromanis of thew emissions deal engi
{991 Chet oe are also accepable for vse in older
‘esel engines and in dose engines that ue igh
Sur dace ful A CH os may be used in
Caterer engines that use API CG and APL
(CF-tals. APICH.4 als wil generally excaed the
pecormance of APICG-4 olin folowing
‘le doposis on pistons, canal ofa
onsumpton, wear of piston ings, vale vain
‘woo, scoay con, and conesion
“Trrae new engine tests were developed forthe
APLCH ol. The tra tat spiel evelustes
Gepests on pistons for engines wih tho two-piece
‘steel piston. This est (pston deposi also
‘measures the control of ol consumption. A
‘Seoond este conducted win modeala ost.
‘The second test meatus th folewirg err:
wea’ of pat ings, weer of nda ers, an
fealstancet comesion Atha new test
‘measures the folowing charactors with high
(ovo of satin tb at wor of te vale wl,
‘eslstancs of the on plugin theo iter, and
contol e ldo,
{n acdtion tthe new ests, API CH-4 ols have
tougher mts for viscosity contin applications
‘hat generate high soot. The ols aso have
Improves oxidation resistance. API CH ois
‘must pass an addtional tt (piston depos for
{ngines that use aluminum pistons (single ice).
‘Ot pertarmance salto estabished for ennes
‘hal operate in areas with high Sur dese We
‘Allo these improvements alow he API CH ol
{o achieve optimal ol change tervals. API C4
Os are recommenced for use in extnde ol
Change intovls. API CH ls are
‘ecommended for eonditons tht demand a
premium ol. Your Caterpitar deal nas speciic
{uielines for optimizing of change ruaral
[API CG-4 ols were developed primal fr diesel
tengines thal use a 0.05 percent evel of fue
Suu However, API CG os can be used wih
igh aurea. The TEN a he new a
‘elermins the maximum fel sur love, See
‘svatons' and 2 on pages 31 and 32.
[APLC ols ar he fst ols that are required to
ass industry standard tests or foam conl and
"ecosty shear loss. APICG-4 ls must aso
ass tots that wore developed for corrosion,
tears odaton
[API CF-4 ol service @ wide variety of modern
‘esel engines. API CE-4 l rovde more stable
‘i contro and reduced piston deposit n
comparison to AP CF and the solo CE and
(CO esiicatons of ol. API CFs ols provide
Improved soot dspersancy in comparison to API
(Cand absolete CO ols. The APICF-s.
Classen was developed wit a 0.40 percont
Sulfur dese ua. Ths represents the type of
‘hese fs tat are commontyavaabe
wore,
NOTE: Do not use single grade API CF olls or
‘multigrade API GF alan Caterpillar Direct
Injection (0) Diesel Engines (except
(Caterpillar 3600 Series Diesel engines).
NOTICE: APICF i not the same classification
‘3s APICF-4. APICF alls are only
Fecommended for Caterplar 3600 Series
Diesel Engines and Caterpilr engines with
precombustion chamber (PC) fuel systems.
‘Same commercial is that meet the APL
Classfeations may equre reduced ol change
intrvle. Ta determin the of change intra
‘osay moater the conten of the a ana
poror a wear metal analy. Caterpilars
e045 O1 Analysis Program tho profes
metho.
NOTICE: Failure to follow these oi
‘ecommendation can cause shortenedUnderstanding Oil
Diesel Engine Oil Recommendations *
Caterpillar Diesel Engine Oil
Caterer Ot have boon developed and ested
to row the fl performance ar save fe
{hat has been designed an bul no Caterpir
Engines. Caterplar Os are curonty used to
fit deel engines athe factory. Thee ola ao
‘offered by Caterpilar dealers or conned use
‘nen the engine oli changed Cansut your
‘teri dese for more formation ons
‘Due to significant variation inthe quatty and
porormarce af commercial avatable os,
{atop reconmends
+ Caterpiliar Diese Engine O4 (10W20)
{Caterpillar Diesel Engine O4 (1540)
Caterpitir muttgrade Oise Engine Otis
formulated wa he corect routs of
fotegents, sepersants, and shal to provide
Superer performance in Catorilar Diese!
Engines
Caeritar multrade Diesel Engine Os
‘avalable n2vscosy grades 1020 and
154740. For det njcton engines, so0 Table
{to choose the correct vost grade fe te
Ambien temperature, Murad ols provide
2 corect vacosty fora oad range of
‘operating empertures.
Muligrade ols re eectiv in maintaining ow
‘of consumption alow loves piston
epost,
CCaterilar maltgrade Diesel Engine Ot can be
‘sed noes dese engines andin gasline
fengines. See the engine manulacre’ guide
forthe recommended specications. Compare
the epacfeatons to thove of Caterplar
tmutirede Desa! Engr Ol. The curent
Industry standards for Celera Diesel Engine
‘Ota ited on tho preduct abel and ho data
heats forthe product
Consult your Caterpila dealer or par rabers
‘and avalable ize of eonsinors,
NOTE: In adlion o passing the APICH-,
C64, CFs, OF ol clasiicaon ets,
Ceri 19-40 maagrade DEO (CH) aso
passes adaional popitary tess that Inoue
Piston ring sting, cota wear and soot
fests Propratary tests help ensure that
Ctarpiar muligzade provides superior
cil Caer Stes De Eg
perrmance in Catepitar Diesel Engines. In
‘don, Caterpiar multgrade surpasses many
Othe porermance requrements of cher dose!
{engine manufacturers co tis an excelent chore
formany med fees. True high performance
ollie produced using a combination of
industry test, proprietary tests eld test,
land prior experience with similar
formulations. All these factors are used to
‘design and develop the high performence
‘and high quay tbricants sold by
Catorpitar.
Commercial Oils
‘The perlomance of commercial sisal engine
‘ls based on American Petotoum Institte
(GP) casstcatons which are developed to
‘rovde commer uareants or a toed ange
{t sel engines that operate a various
ondtons.
1 Caterpitar mutigrade Diesel Engine Cis not
‘sed, ony use commer fs that meet he
otoning assieatons:
1+ APICH muligrace al (refered os)
2 API C6-4 mutigrade ol (peered ol)
1 -APICE-4 mutigrade ol (accopable ol?
NOTICE: In selecting an ll for any engine
‘aplication, both the ol viscosity and
performance category as specified by the
‘Sngine menufacturer must be defined and
Satisfied. Using only one ofthese
parameters wil not sufficiently
{or an engine application.
te 1 Onratn and Morerance Man fr guanceSelect anol wih a sutsbe vscosty anda proper
performance classieaton
Lubricant Viscosity
Recommendations for Direct
Injection (01) Diesel Engines
‘The prope SAE wiscosty grade of os
termined by the minum amtsent
temperature during eo engine startup andthe
maximum ambient temperature ding nine
Speraton
Refer to Tabla 1 (minimum temperature) inorder
fo termine the requred ol vacant for tang
old engine
Fofor to Table 1 (maximum temperature} in
‘te o soc he ol viscsty Tor engine
‘peration a ihe ighest amen temperature
thats antopated
Generally, use the highest i viscosty hats
aval io meet tho requrement forthe
Temperature a star-up,
oes [ean aEE EES 'S'SS;~ s~«C™
Understanding Oil
The API Donut
To aid customers in selecting the appropiate o
the Amarcan Pevoleum istuta Mat ceveioped
the API "donut symbal. The symbol (see
‘rawing below indeats the AP serdce,
dase (upper ha fhe ce), SAE
‘scoaty grado (cone ofthe symbo) and
pplcadte, energy conserving feature of a al
(Gatto half othe sree). Energy conservation
'snotappeabo fo heavy-duty esl engine
oe
While any ol supper may use the AP service
tasscations lo indicate the perfomance level
Of any one oF her commercial ls, oly teoneed
cmpanies may use the API donut symbol on
thor latels. Leensees whe use this dont have
cates that each feansod ol meets a
‘reserbod technical erormance standards.
Some menting is cone through he SAS Ol
Labotng Assessment Program (OLAP), co
sponsored by API and the US. Army, wich
analyzes a represeratve samp of as nthe
marketplace. Therloe, forest seswance hat
anol does mee! ie adverisea pertomance
{asuteton, slat an ol hat hae the AP
‘Sonu ipaUnderstanding Oil
Cleanliness.
‘Normal engine operation generates avait of
contaminants ranging fom miroseape metal
Patiis o cortosve chemicals. the engine ol
Fenotkept clean trough fvation, tis
Contamination would be earrad through the
‘naine va the
ilies are designed to remove these hal
‘brs paris tom the haicaton sytem Use
‘offer beyond tsntanded if can resutin a
lugged iter. A plugged titer wil cause the
bypass valve to open, releasing uitere a
‘Any debris parle Is the owl flow dey to
{he engine. When a bypass ve remains
‘open, the partces that were previously repped
bythe itr may aso be Nosh rom and fon
through te open bypass valve
Fier plugging can aso cause ditotion of he
ment. This happens won tee san
Increase in he prossureatferonce between the
‘Outside and nie a the iter element
Distortion can progress to cracks or loa inthe
aper. This again lows debris o fw ita the
lengine where ican damage components
Neurite elemeni(s) shou be intated any
{ime te engine sump ols anod andthe
‘engine sump ile wth new ot
Spiral Roving aud Acyte Beads siti pat
Stbity and spacing preset Bunling and nize
Mckayss
NW a — .Contamination & DegradationContamination & Degradation
Proper il maintonanceis imperative to keep dlsel
‘engines operating at peak perfomance. Ot
‘manlenance includes scheduled ol changes and
Cllanalyis. Ol analysis important bacause the
pertomance of engine al somly degrades wit)
time. This degradation takes place as the amounts
cof wear melals and contaminants ease. Under
Severe operating condone, he degradation
process can be accelerated. Fo sel engines,
$overeconditons ae defined as one ox more of the
fotowng:high ad factor, excessive eying,
‘ended ol drains, igh ste, dusty a
brolonged ie, gh Sulu fel, and iow Jacket
‘rater temperaives. In eer normale severe
onatons, crankcase ols eventually oes the sity
{o adequately uoreate and protect engine pars
ftom aceelerated wear and damege,
Us trefore important to anaiyze the ot at requis
intrvale. Coterpir has developed a maintenance
‘management tool that avaluaes ol degradation
‘nd detects the eary sgn of noma component
‘Went. The Caterpitar tool fool analysis aod
'5e0+S" Oi Analysis and t's aro he SaaS
Services program. 5:05" Ol Analysis dies
‘engine ol analysis rae basi categories wear
fal, ol condo, and adonal teste, Tether,
thee 3 types of analysis aro used to evaluate of
‘gradation and detect potential engine problems
[property administered S+OxS™" Ol Anais
program wil reduce repair costs and essen the
Impact of downtime.
‘S#0«S™ Wear Rate Analysis,
Provent problems and reduce costs by
knowing wear rates
War Rate Analysis isan integra pat of ou
‘S048 Sercas program that alps you malta
engine perermance and maxinze avait
‘rrough rgularyschoduld testing of samples
from your engine, Wear Rat Analysis detects ny
rola partcis caused by component wear. By
tmontoring tends in he tpe she quanty of
Daeles, you can gt eary warning of problems
Before major damage ocr.
Understanding wear metals
Every engine produces wear metas in everyday
‘operation wear aceioate, the concentration of
‘ear melt patces increases, signaling 2
problem. Weer Rae Ana}ysis alow you find
Droblems beore thoy result in major reps of
fnaine ale,
‘Wear Rate Anais can detect particles that range
Upto aboxt 1O morons a sze, Wear metal
‘Concentrations ae ezressedin pats pe-miton
(opm). The O46" Serces progam tsi for at
Teast 9 erat substances: copper en,
‘Gomis, ead tin, aluminum, motndenum,
‘eon and sods Allare wear metas found in
Caterpilar engines excep sion (which goneraly
Indeates dt) and sodium (whch indeales voter or
Coolant). Certain elements na sample may be
fom the ol adaeve package rather than tom woat
wioun the sytem Sled desir intrpretrs can
tothe dtference betwoen normal elements and
those that indste storms wos.
‘Trending wear metals in your engine
“Two identical engnes under identical condtions
‘may generate wear partcies at diferent rates. Our
‘S008 interpreters have acess toa age
‘alabase of samples for comparison wih saps
{rem your engine. However, your own engines may
provide the bet guidelines for appropriate evel of
wear meals each compartment. Tha’ why
Vending isan orcenal part of Woae Rs Analysis
‘Alter thes sarge have ben taken from 2
particular compartment a rend for each wear
fatal is estabshed Our interpreters than
Compare subsequent samples to is Wend tne to
‘ule spot deviatens a wel ae monitor gradual
‘anges n concentration avels. This atleiion
trends also assists wih ile eye analy, helping
yOU optimize preducityContamination & Degradation
‘The Technology Behind Wear Rate
Analysis
emission spectrometer o perform Wear
Rae Analy The sectomete determines went
temperatures, he elements inthe samp
‘atomized. with each emiting 8 diferent
wavelorth of tght ener. An opis yet
and cord the lg neeay ans
the sits n partspormlion fr each
| Element Blament Potantiat Wee Probable Problem ArvaiCauses.
ge [Bea | tne tas tera ee
=~ [thn mmc er
cane |g —[ a aoe — eg
= eee __|
ais =a |e
= = ex
Pinpointing the Causes and Effects of
‘Component Wear
By comparing inrared (01 Conon tet rests
‘with wear metal Duldup, we can point probable
‘causes of elevated wear melas. The char above
istates some ofthe moet common wear mel,
thelr source(s), andthe potential poblems they
insiate,
‘Spectrometry detects dit contamination as wel as
wea metas Slicon isthe most common element
Inaeatng de ertry, atough some clay sats aso
produce neressed aluminum readings
Monitoring Your Components
\Wnon $2045 analysis senifies an increase in
the conceniraton of ena o more mela, ean
pont tothe wearing component most ily,
Eausing the increase and, often he probate
Cause. For example, a sun increase In slicon
{and iron nan olsarple woud prababy inate
2 probiem caused by eho a systom leaks or
‘crankcase seal oaks (99 chat above).
Silicon/Aluminum Ratio in Dirt Varies
by Location
‘The primary constituents of tare minerals
cantaining acon an aluminum. The rao of
these 2 elements vanes widely rom place to
Place. Clay sls conan neary ae much
Suminum as sileon. Ths sone reaton wy local
interpretation of you sample resuts is important.
‘We are fami wh he sos your area. ging
us te best understanding ofthe embunaions of
‘ments your amos,
‘Se0+S™ Oil Condition Analysis
Maximize Performance by Knowing
Your Oil Condition
Oxygen exposure eat and contaminants cause
‘at ots fo degrade. Engine of parla,
Susceptible to dogradaton by suit, nation, by-
products of combustion, high temperatires, and
Water rom the combustion processor
Condensaten. Oil Condton Analyst, part ofthe
Comprehensive S«OxS*" Services program, helps
prvent component demage by mentoring yout ol
‘Bd Keoping Wack of ts dapradaon. OF
{Condon Analisis als allows you to orectContamination & Degradation
problems that affect ol pefomance. The bottom:
line banett: maximum ol prtrmance, optimum
‘ol change intrate and reduced ropa cost.
Understanding Oil Condition Analysis
‘4 Conon Analysis similar o Woar ato
‘Analysis wth one important excepion it
‘vauates chemical compounds Inthe of rather
than wear element partes.
works the thi:
1 You submita sample of now ot called
refernce when you eral inthe
‘5e045™ Services program and when you get
new shipmonts of tuk ol. Reference of
Samplos are processed at no costo you.
YOU ae using Cato nw ol samples ay
ol benecessary. Advise your S«OxS"
‘natyst othe viscosity of te Ca ol you use
it ach system thas ts own Cat ol
reference samples,
2. Thee oi scanned bya special
insrument using inared ight Irirmaton Is
Storedin ie nsituments memory.
2. Ateach scheduled itera you submit a
sample of used
4. Thw OI Condon Analysis insrument focuses
‘abeam of ight tough a fm of sed oa
‘cod the dat,
5 Thensrument uses a mathematica forma
to compare te Used anc now als ond
‘qantly any ioronces.
Fourier Transform Infrared Analysis
5404S" 01 Conton Analysis nudes an
invareaistument that sos a mathematics
‘moth to convert raw instument dat
meaningful terms. This os fen called FT,
(FourerTrantorn inared Aras) denies
‘2pd quanti organic compound gros by
‘measuring thei ifared absorption athe specie
\wavetongh ofeach group. Basdeswontiying
‘xiation, soo, sur products an nation, the
{ests ito used to scan foro contamination by
{tol water or gyal engine eosin),
Identifying Oil Condition Before It
Causes Problems
(1 Condition Anaysis detects soo. oxidation ant
hraton products and sult producing. Ths
test can also cect contamina by wate. us
and gol rom coolant. detected, spect
entamirantects are used to cont ings.
(G1 Condon Anata focuses. on
Soot
Scot's the Insobie resize of pacaly burned
fol ished m suspension byte al ode
Pckege and causes engine oot Back
‘Who seat erops cut of suspension in theo.
‘controls 16 advo depletion and evenly
increases ol viscosity. Heavy concentrations of
Soot can cause beara damage by slang
‘contact surtaens of hiicaton,
Oxidation
‘xidation occurs when oxygen molecules
‘chomiaty jn wit of molecules. This chemical
Feacton i accelerated by igh ol tomperatres,
{yoo contamination fom engine coolant, te
bresenceof copper and ram extonded ol change
Intervals. Oxidation causes the oto thcken, fom
‘Sede, ad ose iatonqunins hin
Treatans the fe of your components. Oxidized
‘ll cause deposits on engin sions and
‘ates, stuck rings, and bore plshing
Nitration Products
ication occurs in alleging os be gorraly
nly pablen in natal gas engines. Nirogen
‘Compounds om tha combuston process theken
the of ond reduces haeating aby I itation
Continoee unchecked, bean rest iter
‘luging, heavy piston deposts, Iacquoring of
‘aves and pistons, and eventual ale.
Sulfur Prodcts/Acis
Sullris prosontn al foels and afects a
engines. During combustion, ue sur oxtizos
{hon combines with water form acd. Acid
‘omrodes all engine pars buts most dangerous to
‘valves and valve guides piston rings and ners
Optimizing Your Equipment with the
'Se0S™ Services Program
i degradation maybe the resut of a numer of
factors and conions.itetuting exended a
‘hange nivel. abnormal temperatures, or
antamination by ue water oeoolant. Lower
‘quality ol wl degrade more rapidly han @
premium qualty brea
wth 0 Condon Analyse, you can determine
the exentto which oles deerirated during use
‘2d vey Whether its pecorming upto
Specteatondurng the ene a ehange peiod,Contamination & Degradation.
(i Congtion Analysis is just one pat of the
‘S045 Services program hat provides
information to reduce ove and save you
‘money by preventing maar engine preboms
Additional Tests: Glycol, Water, Fuel
Detection, Viscosity, and TBN
‘Adekona ol analysis ests may be reqied to
bate define tho conten of used engine oI
the FT-IR resis show he presence of aol,
Water, or sel ue, aor sting wl be
heeded to measure he quay of hase,
‘onlaminanis inthe ol. Also in some cases,
Severe condtons may waren the need for
‘dotoal ol tsts Those adstonal ets
fnonce the inormation aieady gathered inthe
‘War Rate Analysis and Of Condon Analysis.
‘iyco! (Coolant)
(Gyeo causes api oxidation ofthe of and
Usual nceates a cooking system lak. Severely
‘nied of becemes sok and forms sudge that
‘gs the itr Any amount of eo!
ontamaation nthe lis unaceepable. Engines
sing waterto-ol coolers may become
Contaminated wth coolant a leak dovelops ina
‘ool tube o ea
Water
Itnrared analysis inscates the presence of
‘water, the approumato ameunt is ctermined by
Pinang drop of ol on a plate led to between
230°-260"F.watris present, the owl bbe
‘and spite By comparing ve amount ot
boing to iaboratory contol sampes,
‘porenced labortery technicians can determine
the quaty of water inthe sample. Any aroun
‘ver 05% considered excas5ve
Water can contaminate sstom by leaking in
rom te outsige or condensing nthe engine's
crankcase or comparment. When water
‘ombines tho reduces the os ay 6
Iieate and forms asudge that pugs fiers
iter passing between vor close components
Can eae "hol pots I the water ges ot
noua aus iy steam erosions a can
Fuel
Fuel contamination i confirmed using 2 fash test
{nich the used ol shoal fo presebed
perature in losed cup. then subject oa
flame. Fuel vapors von of bythe hea wil
fash
Fuel in the engine ol reduces ts ubricating
‘roperbes, Smal amounts of uel ae common as
‘result of he combustion proces. Buti fel
loveleexcood 43 we wil suggest a chock for
etecive fel jection nozzles and oher sources
‘of leakage. Fuel lui s general the result of
‘tended ising, incorrect ng, a prblem wth
{he uenjectors, pumps ortoes
‘A dies fel contain some sutur. How much
‘epands on the ameunt of Suu in the crus8 ot
‘andor he reners sity oF dei to ramove &
‘She of he functions of lubrsting ol To
rouvalize sur byqroduts (sutrous and
lure aie), 8 wel ab orgrie acids frmod by
‘xiaton. In is way, the ol helps prevent
omoaive damage. Ades inthe ol contin
‘akaine compounds fomulatod to reuvalze these
cca" The measure of reserve akan ote of
ie known as the Tota Base Numba (TEN).
Generally te higher the TAN valve, the more
reserve aay eapacty theo contain
Sulric and oer acs signal danger to mot
{engine pats, causing corrosive wear io the
flrfaces of valve guides, ton ngs and ters
"The typeof crroive wear atrbuted to igh sulfur
ont uel ean also acslerate ot consumption
Because the evel of uur ondesin a used ol
inereases with aonger of change interval
‘hocking te TEN of lis important. The TBN of
the ol ehoud be checked foreach ollsample.
Engine jacket water out! temperature infuencas
the formation of erosive ace. Even when
{sig ol wth sos than 55% sul cootant
temperatures below 822° C (100: F) can couse
‘ci vars lo condense inthe engine ol Syston
land corosve attack curs. Low temperatures.
so incase tbe amount of water condensation
then otherwise might Rave evaporatag out of the
(tat normal operating tomparature. This rosival
‘water depletes certan ol aves and reduces
tho of abit to protect engine parts. Ts
causes deposts, susp formation laoquering,
‘amish and caboning. In aplcatons where
‘humilis high, ack are me kayo fom
‘because ofthe adlitonal water inthe a. So,
‘oth ow coolant temperature an high humiity
‘an osu in preasea erosive aacContamination & Degradation
Viscosity
Viscosity is defined a¢ a measure ofa fis
fesbtance to ow. The standard measure of his
‘rope for crankcase os steed nematic
Ascoaty” Kinematic wscost is based onthe
‘ity ofan oto ow under he innce of
fray through a capiary tube. The et for
Kinematic viscosity is dened by ASTM DSS
Crankcase ol may begin tse Its ubicating
‘ropes after experiencing a 3eSt. Change. An
‘inion has experienced a viscosity change of
“Tere axe 2 most frequent causes for an increase
Inerankesse ol viscosity. The frst is a0
Sceumulaton of combustion by-products (mainly
Soot whieh can theken the al. Tho seconds
heat whieh can cause oxisaton. Als, axa,
tah reeltant of ickenng, ean occu i engine
‘lotat (ly) enters the crankcase. Weer rom
‘Sondensston oF contamination ean iso contribute
tooxidaton
“Tere are wo primary reason an of might
experiance a cecreasenvscosty The fst is
{Uatdluton, whch snl fre ofthe of bul 8
‘Contamination problem that must be resolved
fromplly. Arotber posible reason fora viscosty
‘Secrease ie shearing of th long-chain polymer
motels tat comprise the vacant Improver
Suiives. Insuch an inlance, tho of ean no
Fonger mainain performance ai higher
temperatures and migrates toward te lover
\vazoay ofthe base sock mineral ol. In ether
‘Sse fue alaton or searing. he ot can Thin
‘wn tothe pont tean no engor mastain 20
‘Sdoquate of fm at operating temperatures.
‘nen invessgatig 2 change ino viscosty be
‘it othe poset tal te wrong ol was use
‘ing an of change or as make-up a. Cael
ratio FT tet resi can Rep determine
‘hs possi,
‘An ilthathas experienced 2 3 constoke change
has been used beyond ts use fe. An neease
Imwear metal cobs wil robaby be detected in
‘amples of when have experienced this
‘amount of vacosty change.ical Examples of Oil Related Failures
‘The Lubrication System
‘basic understanding of the engine lubrication
‘stom eno ont elpuin understanding how ol
ontaminain/degradatin can damage engine
‘ormponents bul alo in understanding how 9 ack
fol ean ave an equaly dbitaing eect.
Most o-oatd fares ae caused eter by
Contaminated of degrade 0 foming trough the
{engine a by al faling to ow oa given
mponant. Knowing how the ubreston system
“Teeds" te engine can simpy flue anata An
‘example of ths would be a bearing fare Gust
lack of uration. I the ae i covered eae,
‘he Bearings farthest rom te i supply may show
the greatest damage
‘The hvication systom for each engine may iter
Sight however, most pncpls are the eae,
‘The hbcation eytor forthe 3408 Engine i
‘Smiar to aer engine Morzation systema, Az
own inthe schemat, te pump snd ol
the ol cooler and thn trough the of
fiers. The bypass valves forthe al cole oi
fiers protect the system there sa reducton in
tho-afew. When the engine started wi cls
‘or the cooler or itor becomes plugged, the
bypass vas assure a constant few a to te
engine of passage,
Ci rom he tt lous into the boc of mand
‘This o then flows int he various Boek oF
paseages o ubiete and cool te various engine
‘Components: hen i retus tothe ol pan,
To weiinecton
pues
rocker am shalt
toate, Z
bot ot
‘Teas apten oa Ea
Bearings
Oirelates bearing fale is usualy attributed to
one of two soutees: lack of ication or dit inthe
oi
Lack fusion oro starvation ers o an
lnbuticen ol fly batoen the crankshaft journal
‘nd bearing. Prolonged operation ofan engine
‘nth an nsuictnt of fis wa cause damage
progress quilt a smeared bear, then .a
Scued bearing, and nly to 2 seized boning,
The fest stage ofthis type of damage smearing.
‘This stage wil show depicoment of he lead-in
overlay. normally inthe centro be bearing,
In the second stage of damage, sulin, the
sluminum i te cere of te bearings displaced
‘The nal tages of fature resut fb! sezue.
Ina tree stages the rtatng journal cepiaces
Some ofthe Bearing materia em the crown toward
the mating fac of each bearng na, Tne amount
cf dplaced mater wil dopond on how severe
‘hence of ubrioston
Contamination in the ot eau fon and
results in scratching the bearing surface by wiping
‘sway some ofthe fi. Parties of ron, ste,Typical Examples of Oil Related Failures
tuminum plastic wood, cath, te. can aso attack
{he ounal surface, As the Bearing and jury
‘etoces wear, clearances nerease and ol ry
thickness changes euleg in uneven supp0d of
Ine suraces
‘Amsjr source of dabrietaden ois a plunges
far Pioged ites allow uftered ol coniing
(roar prises, Gt and dost tow tothe
(ectge seriching and camaging ther surfaces.
{oactike a ginder
Secon “Minemaing the Occurence of OF Rested
Eine Faure for exampes of cankshat
aamage
rye
:Typical Examples of Oil Related Failures
a
‘ett msintoings ta wre age by et. TeTypical Examples of Oil Related F:
Crankshafts
“The i ha ows to the basins forms an lm
tbotwoen te ranks jouma! and bearing
Retain ofthe crankshaft Journal ends to frce ot
Detwean te journal andthe bearing an. ing
rormal operation, prevents meatal contact
She pressured ol develops
tormota conac,nceased con and higher
temperatores tht lad ote Bearing sing tothe
‘shat in exreme cases the Desing surface
‘acho 3 gly tat the crankshat scace wil be
‘completa destoyed
Contaminated ai also causes excessive wear of
the crankshaft This is almost nye result of
sbrasvesiconiaminatin embeded nth bearing,Typical Examples of Oil Related Failures
Pistons, Rings and Liners
‘itlatod piston faire is most commonly caused
bythe abrasive action of contamina of which
‘esuls in wea ofthe piston sk. Indeaions
‘nue avery dl ery plton skin, chrome facings
‘wom ef on lings ng rails worn away badly
‘wom grooves and some tner wear.
Piston scufing, which appcrs in steaks on the
‘kit, parculary the pin bor area, and ite or
‘ho cuig on tho ft land, maybe caused by
Inadequot ner ubeaon” Breakdown ofl fim
‘an produce setzure mars,
Piston ings can show wea inthe sping groove,
‘Some sping groove woar normal, but nepleciod
clichanges wl cause severe ring ook” that
‘ccurs when the sping catches ma worn roave
‘nd prevents fullexpasion
Liner damage can be caused by lack of bxeston
‘ory abrasives which can polish the bore ertove
{he cosshatch pattern) and leave 8 shiny ste.
stn hi age by ene wat
‘Sicton yn ie.Typical Examples of Oil Related FailuresTypical Examples of Oil Related Failures
Turbochargers
Oi cetaad ubochargor damage is caused by ol
Contamination or lack a l hat can e related
‘operating practices. The ol supplied to the
Tboctarger i required o prove bearing (bth
Journal and trust iiaton and alo for cooing
the Deaig, particularly onthe tine an
In operating tho engin. startup and shutdown
practices can aggravate turocharger bearing
{alres. Whon starting the engin, parity at
‘older ambient temperatures who the os more
‘Yscous, allow a shorting me Ths lene wal
‘ow th alo warm up fr proper filtration and ow
Before high engine and turbocharger speeds re
alaned On engine shutdown short ie at le
Speed wil alow the flowing oto cool he
{bocherger bearing housing. ito the cating
ero, the ol il onze or coke, cresting deport
‘on bearing surfaces and nol passages which can
Festt a Row on he nest operating pid,
(i contamination can erode ol holes an can
Scratch and wear bearing susfaces as wo as
damage shat ana housing Surfaces. The lack of
for proper hiicaton wil cause bearing surace
‘damage and aio ease metal disclorain die fo
increased temperature
Damage the urocharger bearings rom
contamination lek of bration allows meton of
{he shaft that permis the compressor whes! fo
eontat is hausing. Typical conta! damage
‘aused by shaft motion wil bo inated by Toce
‘bing on afew Dados nea ther inducer section,
(On th back ofthe whos 180 from where the foe
‘bing appears, here wil be some evidence of
Contact wth he Gotor housing,
Deep esa dango ahs on bearsTypical Examples of Oil Related Failures)
Typical Examples of Oil Related Failures
Lack of ubeant and contaminated ot both cause
wear ontheast bearings, mating i dticut o
Pinpoint the cause of faire. Checking journal
bearing condition wi ep dtermine te exact
cause ofthe falure. Heat dacoloration of tust
"ings also points tack of breton. On,
‘ARtesearch uroochaigers, tortion is most
‘ommorty seen onthe inboard side ofthe trust
tings. On the Schuzer models, ecorton
tends tobe conned o one area of the gfe
Often, bing marks ave present. Damage
‘appears on both ings,ical Examples of Oil Related Failures
ea dco nbn ef rt ganaTypical Examples of Oil Related Failures
Bearing damage ana excesive sha mation
‘used by lek of ubicaton o abrasives theo
‘may eventually cause the shaft to bend or break
Generally, arts wor by abrasives wl lok eroded,
‘As aru, the Dearing sriaces wil ot ook
‘smeared and parts wil show no heat esenioraton,
OFthemustatons, he fst pies wear fom
{oroign material in he abreting oi: deep grooves
‘are warm tothe two soe rust washers, The
cond shows abrasive wea onthe AResearch
rbocharge deep grooves are worn inthe tut
\washor. The damegei the thd histaton
hater to deny. is very fe abrasive woar,
which makes ha trust bearing surtace lok
palshod, and here is no heat deceleration,Typical Examples of Oil Related Failures
Valves
os ol-elated va fares resut om deposit
The usual cause of valve stem selzue is deposit
Ealection between the valve stem and guide
‘deporte contamination nthe ol: Mor special,
‘poss acramulate fom the decompositon of
[breatng products ino axidizad reste and the
normal wastes generated rom te comtuston
Drovest The progressive bubdyp of hese depos
‘ct fo acclerate be mouthing of he guise
Valve stom scuffing andr seizure can also be
use.
Valve seat carbon deposi can crea problems it
the deposits are excoesivo. Some loncaton
necessary to prevent extreme wear of te valve
oat andthe insert inthe head. Bu excessive
‘on the valve seat that wil then break up and flake
‘allowing combustion gas leakage. Ths hot
Gesleahage (tein) als Ho emperatre
‘tbe vale ol
“This typ of valve fare can exstin qu and gas
fuoled engines. The carbon formation tendency of
the ol andthe sulfated ash ove! of the a afer the
tartbon formedon the vaive sat,
aMinimizing the Occurrence of Oil Related Engine Failure
Fuel Sulfur
(1 contamination can ake numberof fas, but
one i more apis is hale han the
sui acid hat ean be produced by hgh sue
fuel.
In October 1955, ow slr fel was mandated in
the Unite States fo antigay venice. Inthe
stat of Calfomia “ALL” vehicles are requ to
se low sulfur fue. Low sur fel was mvoduced
‘3 a means to moot the engine manufactur
(EMA) nea for omssons conta in these
fappicatons. There ae few ono negative effects
‘ow sult ues
Coping wih the oft ffl sul not a se
{ask, Even though te use of proper brea and
orec itervas reduces the degra c corosne
‘tamago, angie wear wil incense sigicanty
‘sen fuels th high sutur content are used. Not
‘only do hese tues produce acids which chery
‘aac ne engine causing eorosive wear, Dut the
(ols used tonegate the acd effets haves igher
fash conient which ineeaies chances of depos
formation
‘Know the ful sultur conan by perdicaly asking
your supple or by having the fel analyzed. Sulfur
Content can change with each bulk davery
Total Base Number (TBN) and Fuel
Sulfur Levels for Direct Injection (01)
Diesel Engines
The Toll Base Number (TBN) for anol depends
‘on the fal slr level For det injection engines
thal use distat fot the minimum TEN of to now
co mest be tn tes te ut sur level, “STHM
'D2896" dons the TEN, ‘The minimum TBN of he
liste regardless of uel suite lve Husain
2 demonstrat the TEN,
eageatan
Use he folowing guidelines for fe! slur levels
that exceed 15 porent
+ Choose ano withthe highest TBN that meets
‘one of those dssiicstion: API CH, API CG-
and AP CF
+ Radice the ollchange interval, basing the
‘nterval on the ot anajss. Ensue hat theo
analysis ines the concton of theo ard.
‘wear metal analy
(i witha high TBN can produce excessive piston
‘deposts. These deposits can lead tos ose of
antl ofthe of consumption and tthe polishing
ofthe eyinder bore.
NOTICE: Operating Direct injected (01 aise!
engines with ful sulur levels over 4.0 percent
‘may requir shortened oll change interval in
‘rdor to help maintain adequate wear
protection.imizing the Occurrence of Oil Related Engine Failure
Total Base Number (TBN) and Fuel
Sulfur Levels for Precombustion
‘Chamber (PC) Diesel Engines
‘The TAN or anew il depends onthe ue suitor
level ofthe fel used, The minimum TON ofthe
{ied n PC engines must be 20 tres ho fel slur
level. The TEN i defined in “ASTM 02896.
Regadiss of fuel sul level the mieimum TEN of
‘ew lls 5. See station 2 below.
(2) ange cian te TON dnt 9 pact
tea To
Whenever the fel slur exceeds 1.5 percent, do
he flowing tase:
+ Choose an ot withthe highest TBN hat meets
‘ne ofthese casiieatons: API CF, APICF-4,
‘API OG, and API CH
1+ Reduce the ol change interval, basing the
interval onthe ol analyte. Ensure that the ol
nays ncldes the condion othe of and a
‘wear metal analy
NOTICE: Operating PC engines at fel sulfur
levels over 0 porcent may require shortened
‘ilchange intervals to maltain adequate wea?
protection
Basic Maintenance of the Lubrication
System
Probab the most important step n preventing o-
‘ised e's tbeon be Stay amar
“Specie, he means bing senstve
the ear signe of Wouble. One way todo thsi
‘wih very base check for obvious warning
Sonal. Such a chock weud best be made often
‘nd incude these 3 oy oles
1. Anexteral check of the engine for ny
‘bios sgn ofleakage rom any
‘compartment
2. check of the ol pressure gauge. A change
hee eau inate anything fom a defective
(pump ta stock pressure rele valve
3. -A chock ofthe olleel gauge. low ol ievel
‘ould veal excessive consumption, leakage,
‘rtalure ofa ines.
Antherimporart le of thumb isto aahere to
fecommended ol and ater ehange inervals. Tris
IS paramount the ight against ol contamination /
‘gradation, especialy wih roars to high sult
‘het.
®‘Summary
Inthe long un you ae directly responsite for
your engine's performance. You can lessen the
Chances of lait false by taking the
Inative to protect your engine
‘Selec the corect performance category and
‘acest ofl or he application,
Flow he recommended il and fir change
inerais
Pay atenion to «0x5 ol anayes resus,