Machinery Lubrication India Jan Feb 14 10 | Page 30
Sampling Procedures during
an Oil Drain
level in the gearbox from the sight gauge
Always use clean, lubricant-compatible
sample will be used to determine bulk
plastic or glass sample bottles and
or from direct measurements. This
oil
properties
that
are
more
caps, and keep all sampling equipment
representative of the in-service oil
thoroughly clean. Prior to sampling, fill
properties.
out the label and attach it to the sample
bottle. Be sure to record the sample
point and the date.
Third Oil Sample
Take the third oil sample near the end
of the drain. This sample might capture
A lubricant contaminated with water
produced corrosion on this helical gear.
be determined. This method has an
outstanding
sensitivity
for
larger
particles.
tells the same story as particle counting
a
hydraulic
system
or
pump
application — that of cleanliness. When
establishing an oil analysis program
that
is
less dense contaminant fluids.
draining and sampling includes:
• Clean containers for holding the
drain oil
When all the calculations and tests are
completed,
form
one
or
more
• A wire-mesh screen
Particle counting in industrial gearboxes
in
The equipment needed for proper
proactive
in
controlling
contamination, particle counting is a
vital component to the routine test
slate.
hypotheses for the probable cause of
• Four or more clean laboratory
failure and then determine if the
bottles (clear plastic) for taking
samples
• A large bottle for capturing excess
water
First Oil Sample
Drain the oil through the screen to
capture any large wear debris or fracture
fragments that might be entrained in
the drain oil. Take the first oil sample at
the start of the drain. Be prepared to
capture any free water that may have
settled in the gearbox. If there is a large
quantity of water, fill a sample bottle
and then capture the remaining water
in the large bottle. Once the water stops
flowing, take a sample of the oil.
This is an example of point-surfaceorigin (PSO) macropitting caused by
tip-to-root interference.
Second Oil Sample
Take the second oil sample near the
middle of the drain. Estimate the oil
Is the Oil Representative of
the Service Oil?
In this example, abrasion and scuffing
have been caused by tip-to-root
interference.
evidence supports or disproves the
hypotheses. While similar procedures
apply to any failure analysis, the specific
approach can vary depending on the
nature
of
the
failure
and
time
constraints.
So whether you perform tests on-site or
send oil samples to a laboratory for
further analysis, be sure to select the
If the oil appears very clean, it might
appropriate test to help you correctly
have been changed after the failure
determine the probable cause of a
occurred. Therefore, check maintenance
failed gearbox.
records and interview maintenance
About the Author
personnel to determine whether the oil
is representative of the oil that was in
service when the failure took place.
A lubricant contaminated by sand
resulted in abrasion on this spur pinion.
28| January-February 2014 | www.machinerylubricationindia.com
Robert Errichello is a gear consultant with
GearTech. Contact him at [email protected].