Oil analysis reports often wear an invisible cloak, and only if we have a wizard capable of revealing what the numbers mean, they will more than likely end up in a drawer or file on the computer. There are many similarities between oil analysis and blood tests, as they both serve similar functions.
They both test fluids, quantify the results according to different categories, and provide envelope limits within which these values should exist. If the values fall outside these limits (either below or above), we need to take action to prevent failure of the critical asset (or human organ accordingly).
An oil analysis report is less about numbers and more about the story they reveal.
In this article, we will focus on understanding the basics of reading an oil analysis report, interpreting the results, and developing action items based on the information collected. We will take a closer look at reports on turbines (rotating equipment), gear, hydraulics, and engine oils, and what this all really means for your equipment.
Why Different Oils Require Different Tests
Before we dive into the report, we need to establish that not all oils are the same! As such, different oils are required for various types of applications. Therefore, each type of oil will require slightly different tests to determine whether it is performing optimally or not. However, there are a few tests that remain the same for all oils.
The most critical characteristic of an oil is its viscosity. As such, all oils are typically tested to determine whether their viscosity meets the requirements. Another function of the oil is to prevent wear. Thus, most oils are tested for the presence of wear particles, as this can help the user identify if any wear is occurring in the asset.
Oils should be kept clean; therefore, tests are performed to determine the presence of any contaminants, and these are carried out on most oils. Similarly, additives help oils perform their functions; hence, their presence or absence should be quantified to determine if they are indeed achieving their functions for all oils.
Tests for viscosity, the presence of wear metals, contaminants, and additives are the standard sets of tests that should be performed on any oil. There are more detailed tests that examine the specifics of various types of applications, but we will delve into these later in the article.
