# Oil analysis

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**Oil analysis** (OA) is the laboratory analysis of a [lubricant](/source/Lubricant)'s properties, suspended contaminants, and wear debris. *OA* is performed during routine [predictive maintenance](/source/Predictive_maintenance) to provide meaningful and accurate information on lubricant and machine condition. By tracking oil analysis sample results over the life of a particular machine, trends can be established which can help eliminate costly repairs. The study of wear in machinery is called [tribology](/source/Tribology). Tribologists often perform or interpret oil analysis data.

OA can be divided into three categories:

1. analysis of oil properties including those of the base oil and its additives,
1. analysis of contaminants,
1. analysis of wear debris from machinery,

## Oil sampling

**Oil sampling** is a procedure for collecting a volume of fluid from lubricated or hydraulic machinery for the purpose of oil analysis. Much like collecting forensic evidence at a crime scene, when collecting an oil sample, it is important to ensure that procedures are used to minimize disturbance of the sample during and after the sampling process. Oil samples are typically drawn into a small, clean bottle which is sealed and sent to a laboratory for analysis.

## History

OA was first used after [World War II](/source/World_War_II) by the US [railroad industry](/source/Rail_transport) to monitor the health of locomotives. In 1946 the [Denver and Rio Grande Railroad](/source/Denver_and_Rio_Grande_Railroad)'s research laboratory successfully detected [diesel engine](/source/Diesel_engine) problems through [wear](/source/Wear) metal analysis of used oils. A key factor in their success was the development of the [spectrograph](/source/Spectrograph), an instrument which replaced several [wet chemical](/source/Wet_chemical) methods for detecting and measuring individual [chemical element](/source/Chemical_element) such as [iron](/source/Iron) or [copper](/source/Copper). This practice was soon accepted and used extensively throughout the railroad industry.

By 1955 OA had matured to the point that the United States [Bureau of Naval Weapons](/source/Bureau_of_Naval_Weapons) began a major research program to adopt wear metal analysis for use in aircraft component failure prediction. These studies formed the basis for a [Joint Oil Analysis Program](/source/Joint_Oil_Analysis_Program) (JOAP) involving all branches of the U.S. Armed Forces. The JOAP results proved conclusively that increases in component wear could be confirmed by detecting corresponding increases in the wear metal content of the lubricating oil. In 1958 [Pacific Intermountain Express](/source/Pacific_Intermountain_Express) (P.I.E.) was the first trucking company to set up an in-house used oil analysis laboratory to control vehicle maintenance costs which was managed by Bob Herguth. In 1960 the first independent commercial oil analysis laboratory was started by Edward Forgeron in [Oakland, CA](/source/Oakland,_CA).

## Standard practices

In addition to monitoring oil contamination and wear metals, modern usage of OA includes the analysis of the additives in oils to determine if an extended drain interval may be used. Maintenance costs can be reduced using OA to determine the remaining useful life of additives in the oil. By comparing the OA results of new and used oil, a tribologist can determine when an oil must be replaced. Careful analysis might even allow the oil to be "sweetened" to its original additive levels by either adding fresh oil or replenishing additives that were depleted.

Oil analysis professionals and analysts can get certified in compliance with ISO standards by passing exams administered by the International Council for Machinery Lubrication (ICML).

For purposes of Oil Analysis Program (OAP) trend analysis, replacement, replenishment or drain and flush of lubricating fluids in excess of half an engine’s oil capacity (2.5 gallons or more) will be considered an Oil Change and the engine will be placed in code Charlie (C) for three flights to establish a new working trend. Oil-Wetted Maintenance (OWM) is any replacement of engine components within an oil-lubricated system (bearings, gearbox, pumps, etc.). OWM actions shall be documented on DD Form 2026 and submitted to OAP lab for update of Oil Analysis database. (a) Special Samples can be requested by the laboratory whenever they feel its necessary. (b) Whenever directed by the unit maintenance activity to investigate suspected deficiencies.

The NDI/JOAP laboratory will set the standards and intervals of oil analysis.

A typical [predictive maintenance](/source/Predictive_maintenance) technique is [ferrography](/source/Ferrography), which analyses iron in oil.

## See also

- s

## External links

- [Sampling Procedures for transformer Oil Analysis](https://pact.in/blog/2021/05/sampling-procedures-for-transformer-oil)
- [Introduction videos to lube oil analysis](https://www.youtube.com/c/oilanalysis/)
- [Introduction Book to lube oil analysis practices](http://learnoilanalysis.com/newsletter/)
- [Society of Tribologists and Lubrication Engineers](http://www.stle.org/)
- [Common Properties tested through Oil Analysis](http://www.maintenancetechnology.com/2011/01/introduction-to-common-oil-analysis-tests-and-how-to-take-a-successful-sample/)
- [Practicing Oil Analysis magazine](http://www.oilanalysis.com/)
- [International Council for Machinery Lubrication](http://www.lubecouncil.org/)
- [The Basics of Used Oil Sampling](http://www.practicingoilanalysis.com/article_detail.asp?articleid=650) [Archived](https://web.archive.org/web/20070927181412/http://www.practicingoilanalysis.com/article_detail.asp?articleid=650) 2007-09-27 at the Wayback Machine
- [Introduction To benefits of oil sampling with a free cost saving calculator to calculate Return on Investment](https://oilanalysislab.com/about/)
- [Sampling Procedures Build Solid Foundation for Oil Analysis Success](http://www.practicingoilanalysis.com/article_detail.asp?articleid=64) [Archived](https://web.archive.org/web/20080921151723/http://www.practicingoilanalysis.com/article_detail.asp?articleid=64) 2008-09-21 at the Wayback Machine
- [NAS in Oil Analysis](https://industrialchemicaltesting.com/understanding-nas-values-in-engine-oils-what-is-nas-in-oil-analysis/)

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Adapted from the Wikipedia article [Oil analysis](https://en.wikipedia.org/wiki/Oil_analysis) by Wikipedia contributors ([contributor history](https://en.wikipedia.org/wiki/Oil_analysis?action=history)). Available under [Creative Commons Attribution-ShareAlike 4.0 International](https://creativecommons.org/licenses/by-sa/4.0/). Changes may have been made.
