Oil sampling and analysis before and after flushing

Oil sampling and analysis before and after flushing
Hydraulic Fluid

The process of flushing a vital system of fluids, whether it's a huge turbine lube oil system, or a complicated hydraulic circuit is one of the most important maintenance tasks you can carry out. It's an investment in time as well as money and resources to restore system hygiene and the prevention of the possibility of catastrophic failure.

However, how can you tell the investment actually made a difference? The answer isn't just a visual examination of the reservoir. It's oil Sampling and Analyzing. Sampling before and after flushing changes the process from a speculative assumption to an actual information-driven success story.

Sample #1: The Pre-Flush Diagnosis

First, the oil test you take is your baseline, or report card for contamination. The sample will tell you the reason you're flushing, and provides you with the beginning point to the cleaning process.

1. Root Cause Identification

Before pouring into a cleaning product and flushing liquid, know the cause of your issue. The pre-flush samples confirm the mechanism that failed:

  • Particle Count (ISO 4406): Quantifies the degree of contamination caused by particles. A high count due to the first failure (e.g. or a pump failure) is the cause of the flush.

  • Elemental Analysis (ICP): Identifies wear metals (like copper, iron and chrome) to verify component failure and the presence of contaminants (like dirt and silicon) to determine if ingress has occurred.

  • The Chemistry (Viscosity, TBN/TAN Oxidation): Reveals the extent of oil degradation (oxidation and acid formation sludge) that could require recourse to chemically flushing agents in order to break down varnish.

Sampling During the Flush: The Process Guide

For systems that are large and critical or those that use Chemical flushing agents analyzing throughout your flushing procedure is crucial. This will guide the process in real-time.

  • Particle Counting Particle counters that are portable can be commonly employed to check the cleanliness of. The objective is to have the count decrease dramatically, usually aiming at one cleanliness score lower than the desired level to capture particles that are dislodged later.

  • Viscosity and Chemistry: If a chemical or flushing fluid is employed, you can examine the samples to determine if the agent used to flush is efficiently removed through the oil used to rinse it off, thus preventing that it degrades the newly final oil lubricant.

Sample #2: The Post-Flush Verification

It is the single most important test. It is taken after cleaning and flushing are completed and before the new operating oil has been installed This sample is a proof of the success of the work.

1. Cleanliness Verification

The post-flush test must prove that the system is in compliance with the cleanliness goal normally set by the equipment manufacturer as well as an internal standard for reliability (e.g. ISO 17/15/12).

Test Parameter Goal Post-Flush What It Verifies
Particle Count (ISO 4406) The requirement is to adhere to or exceed the targets sanitation code. Removal of abrasive wear particles and other external contaminants.
Water Content (Karl Fischer) Should be less than the limit of warning (e.g. typically, span data-math="<100 "><100 ppm). Removal of the flushing fluid remnants and any moisture that may have been introduced in the process.
Total Acid Number (TAN) Should be within the range of new value of oil. The removal of oxidized/acidic remaining oil which could degrade prematurely the lubricant of choice.
Viscosity It must be in line with the latest specifications for oil. There is no low-viscosity flush fluid left in dead areas to shear or thin new oils.

2. Eliminating New-Oil Contamination

It's a sad fact that the fresh oil is usually more dirty than the desired cleanliness level of your machine. The post-flush test confirms that the final process of filling your filter was successful and there was no need to get re-contaminated your system with new oil.

3. Warranty and Documentation

For equipment that is critical, a documented evidence of a flush that was successful (the after-flush report) is typically required for warranty compliance. This is the necessary record of all future maintenance trends.

Best Practices for Accurate Flushing Samples

The best flush will be useless when the sample is not clean or not representative. Be sure to follow these rules:

  • Utilize the same point: Take the preand post-flush sample from in the exact same spot (e.g. the high-turbulence region just downstream from the pump however downstream from the primary filter) to ensure that the results are similar.

  • Clean the Line: Be sure to clean the tube and sample port for 5-10 times the volume of dead-leg prior to collecting the sample. This will ensure you're taking samples of the system's fluid and not stagnant fluid from the line that you are sampling from.

  • Clean bottles: Use only clean lab bottles that are certified to ensure that you do not introduce outside contaminants into the sample.

The decision to skip the pre-flush or post-flush analysis is similar to starting the race without a stopwatch, or getting to the finish line without having a look at the clock. Analysis of oil provides evidence that your flush met its purpose, ensuring your system's durability and maximising the return on your maintenance investment.