Everything we do at POLARIS Laboratories is rooted in helping people save time and money. Together, we look for proven strategies to get the most out of your equipment. Our people breathe life into our mission every day and are truly dedicated to your success.
The 2015 POLARIS Laboratories Customer Summit has an amazing lineup of speakers to demonstrate how oil analysis helps drive
action inside their maintenance programs.
Likewise, keynote speaker David Cripps, chief engineer for HERTA Racing, will bring a unique perspective to the summit. POLARIS Laboratories® sat down with Mr. Cripps for a preview of what’s in store for Customer Summit attendees.
POLARIS Laboratories: At what moment did you realize the money- and equipment-saving potential of oil analysis?
David Cripps: In racing, the key performance area we’re concerned with is drag, and there’s a tremendous amount of drag within the mechanical components. Lots of R&D goes into finding bearings and coatings that minimize the drag. Mostly, it’s accomplished by lowering lubricant viscosity as much as possible without lowering the life of the equipment. Oil analysis is an important piece of the process – especially when evaluating the wear on the equipment.
PL: What is the one piece of advice you wish every oil analysis user would follow?
DC: Data is king. It’s extremely important. People will acquire loads of data thinking they’ve done their job. But data processing is what’s important. You need a data reduction process – to collate it. You need to paint longer-term pictures, to refine the data.
PL: What’s the best oil analysis “save” you have experienced?
DC: That’s actually a story I’m going to talk about during the Customer Summit. I don’t want to give too much away, but I’ll give you a quick preview: Assume nothing.
PL: How did you end up coming to Indianapolis, and what do you think of the city?
DC: [Former IndyCar driver] Dick Simon personally invited me to work for him in Indy. He was a great guy and he had a growing racing team. That’s when I began laying down roots in the city. 20 years later, Indianapolis has changed a lot. It’s an impressive, well-run city. The downtown went through a huge renovation, and now it’s a clean, attractive place people want to hold events at, like this summit. The city is more than just racing – there’s a good cross-section of business with a little bit of everything.
Hear more from David Cripps during the 2015 POLARIS Laboratories Customer Summit. Register for the summit before July 16 and save $200.
Proven Impact. Proven Uptime. Proven Savings.
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Preventative maintenance only occurs when a set intervals of time or usage passes. This leaves equipment problems unaddressed for long periods, which leads to unexpected failures.
True condition-based maintenance programs perform equipment maintenance only when condition-monitoring technologies provide sufficient evidence that the condition of the fluid and/or the equipment merits action. Then maintenance can be scheduled to minimize any disruption to the equipment’s uptime, but it is necessary for technology to prove there is a problem and establish a clear direction for correcting it.
EXAMPLE 1: Diesel engine re-builds are typically done at around 750,000 miles with oil drain intervals around 10,000 miles. Unexpected issues can reduce that interval, including fuel scheduling issues (bad injectors, excessive soot) or coolant contamination (leaks in the engine or the EGR cooler). This creates wear and leads to premature failure. Normal scheduled maintenance every 25,000 miles will spot these issues, but this leads to unscheduled downtime as the unit waits for parts. In the worst-case scenario, a problem develops and causes a failure before the next scheduled maintenance, causing collateral damage to other components.
EXAMPLE 2: A typical diesel engine can use a condition-based maintenance strategy and rely on oil analysis trends to optimize drain intervals. When wear, contamination and/or fluid degradation approaches levels that could result in engine damage, the data analysis will recommend to change the oil, resample to verify the result or perform additional diagnostics. This allows parts to be staged for the unit so there is no delay when maintenance is performed. All of this increases the unit’s uptime and can even delay a rebuild.
Benefits of Condition-Based Maintenance
Need a plan to move your program from interval-based to condition-based maintenance today?
Take a look at our simple 8-week timeline.
Learn more about getting an oil analysis program started with POLARIS Laboratories®.
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Recently, POLARIS Laboratories® changed how we apply flagging limits to our particle quantifier (PQ) test results. Changes to flagging limits happen fairly regularly as we get new information and reach new data accumulation milestones. The change to the PQ is noteworthy for several reasons, but first let me explain a little more about the test.
PQ is a relatively new test in the oil analysis industry, so there isn’t a lot of historical data to examine. Also, unlike most other oil analysis tests, the results are an “index” with no unit of measurement (like microns or millimeters). Flagging limits are set on the index, and our data analysts compare the test results to the flagging limits to determine severity level and maintenance recommendations.
Until now, the flagging limits were limited to the type of component, like engine or differential. The size, configuration or application was not considered because there wasn’t enough historical data to affect the maintenance recommendations.
After offering PQ testing for several years, we have accumulated enough data to go beyond component type and make maintenance recommendations based on component manufacturer and model, like we do with the majority of our other tests. As you can imagine, contamination does not affect equipment made by different OEMs the same way, so being able to flag PQ by manufacturer and model is expected to improve the accuracy of our maintenance recommendations.
We’re proud of our flagging limits because of the time and effort that goes into this kind of data-driven analysis helps our customers identify wear early, safely extend fluid drains and save money. If you have any questions about PQ or our new flagging limits, please don’t hesitate to call (317.808.3750) or email.
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As engine oil manufacturers continue to develop new products designed to be stronger and last longer, some also are recommending drain intervals. Original equipment manufacturers also specify drain intervals and qualify oils for use in the equipment they sell. In both instances, it is important to recognize these recommendations may not be all inclusive of every operating condition or every application in which the oil might be used. For more information and clarification, please contact one of our data analysts.
How do you know an oil manufacturer’s recommended intervals will protect your equipment? Will the oil last as long as they say it will in your operating conditions? Could it last longer?
Yes, no or maybe! Only testing in-service fluids can answer that question. Combining the manufacturer’s specifications with laboratory results and recommendations from certified data analysts is the best way to safely optimize drain intervals, minimize wear and preserve equipment health.
What tests are needed to safely extend drain intervals?
An Advanced Mobil test package is required to safely extend drain intervals. This test package examines the three main fluid properties – base number (BN), oxidation/nitration and viscosity – that assess the oil properties responsible for protecting equipment. Tracking the values of these tests will alert you when a fluid is no longer capable of performing as expected until the next oil sample or drain.
Are there maintenance practices that will help me extend drain intervals?
When extending drains, the most important maintenance activities are to replenish depleted fluid properties, continue changing filters and monitor contamination/wear levels. If possible, replenish depleted additives or sweeten with new oil as needed. Filters are vital to capturing contaminants, so continue changing oil filters if it doesn’t require draining the sump. Finally, make sure to continue oil analysis testing at the old drain interval in order to monitor contamination levels to determine if the extended exposure to contaminants harms the equipment.
Learn more about tracking BN, oxidation/nitration and viscosity to ensure you’re safe.
Learn more about starting an oil analysis program with POLARIS Laboratories®.
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We’ve been listening.
“This form is too complicated.”
“Do I really need to provide all this info?”
“There has to be an easier way to submit samples.”
Based on the customer feedback we’ve received over the years, we have improved our sample labels to make it quicker, easier and simpler to submit sample information, which reduces the likelihood of errors. You can request the new label be sent with your next sample jar order.
During the process of redesigning our sample information forms, much research was conducted internally and externally to thoroughly understand:
We also tapped into our customers to serve as beta testers and confirmed the new label really does make it quicker and easier to submit samples.
The new label includes detailed HORIZON® instructions to simplify adding or updating equipment and submitting sample information online. This allowed us to simplify the required information on the form and reduce the paper size. In addition, the sample jar label features a coating to improve its resistance to absorbing oil.
Customers may or may not have access to the Internet all the time, so we left a very simple component and sample information form on the label. If a paper copy needs to be sent in with the sample, the form can be detached from the label and easily wrapped around the sample jar.
The label’s new features could benefit all our customers, so I encourage everyone to make the switch and reap the benefits. You can view the new label and how to fill it out by downloading our instructions. When you’re ready to try the EZ Label at one or more of your locations, contact our Customer Service team at custserv@eoilreports.com or 877.808.3750.
Proven Impact. Proven Uptime. Proven Savings.
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Earlier this month, I talked about how we set limits for wear metals and contaminants. There is one final group of results Data Analysts examine to determine the health of oil, fuels, and coolants: fluid properties.
Fluid properties are the physical and chemical features that allow the fluid to perform as it was designed. Viscosity, Acid Number, Base Number, Oxidation, Nitration and Additives are the main fluid properties examined by fluid analysis.
These properties don’t have much in common. Different tests are used to determine if the fluid still has the ability to protect equipment. Viscosity needs to be run at different temperatures to match the operating conditions of the equipment, ICP is used to quantify the metals found in common additives, oxidation and nitration are measured using FTIR, and acid number and base number need to be run using different titration methods to get the measurement we desire.
Just like wear metals and contaminants, the actual flagging limits depend on what the fluid is, the equipment the fluid is being used in, and what application the equipment is doing. These factors all can change the maintenance recommendations from the Data Analysts, which is why it is important to provide as much information about the sample as possible.
To learn more about the challenges facing each fluid property and how we set our flagging limits, please download this technical bulletin.
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The livelihood of truck owner-operators hinges on the dependability of their equipment. When they experience a catastrophic equipment failure, it takes a long time to recover.
Expensive repair and replacement costs are just the tip of the iceberg. Towing, equipment rental, fees on the late shipment and a damaged reputation could come packaged with the breakdown.
It doesn’t matter if it came from outside the equipment, was generated inside the equipment or if it worked its way into the oil from another system in the machine, contamination is any substance that isn’t supposed to be in the fluid being tested.
Most people think of contamination as something working its way into the equipment from the outside. Water and many types of particles, like dirt, sneak in through cracks, broken seals or unprotected ports, but in equipment with physical and chemical reaction occurring inside of it, foreign substances are only part of what we consider “contamination”.
Some contaminates are created during equipment operations. Soot is a natural byproduct of diesel combustion and commonly works its way into the engine oil, which is why the oil is formulated with additives to deal with soot. Lubricant additives are designed to protect components and prolong oil life; however they can become contaminants when heat, pressure or a chemical reaction causes them to fall out of suspension.
Fluids from other systems can be contaminants, such as coolant and fuel mixing with engine oil. All three systems need to operate in conjunction with the others, and leaks happen. Small holes and cracks between the oil and cooling systems could leak fluid one-way, so testing both fluids is recommended to catch leaks early. Over-fueling or worn cylinder rings can lead to fuel entering crankcase oil. Either way, cross-contamination from other systems is a sign of a mechanical problem that needs to be fixed before it escalates into a breakdown.
The type of equipment and application will determine what contamination could affect it and what tests to perform. The Contamination Flagging Limits technical bulletin has more information on how POLARIS Laboratories® determines the severity of contamination.
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Our customers have a wide range of knowledge about fluid analysis. Many are new to the process and others have decades of experience. Some have even earned tribology certifications or degrees. Our Data Analysts end up talking to all of them, so we receive a wide variety of questions every day.
Occasionally, our experienced customers compare our test results to the wear metals flagging limits set by the original equipment manufacturers (OEMs) and we often get calls asking why we don’t follow the OEM’s recommended levels. Fortunately, this is an opportunity for us to explain the value of analysis from POLARIS Laboratories®.
We have analyzed millions of oil samples on most types of equipment, meaning we have a huge pool of data and customer feedback. We use that information to make sure our flagging limits won’t have customers perform maintenance too early or too late. Giving precise recommendations saves customers time, money, and effort, but we want to make sure that equipment is protected, too.
In addition to evaluating individual wear metals, the combinations of wear metals are also significant. Combinations of wear metals are significant because they may indicate a particular alloy, which is vital to understanding if a specific part is wearing – for example, elevated copper and tin would indicate a bronze part is wearing.
Many OEMs publish wear metal guidelines. These general guidelines may be a place to start to understanding fluid analysis reports, however they are not designed to be used as absolute values. To maximize the value of fluid analysis, a customer should expect a credible laboratory to have a comprehensive database, utilize statistical analysis to refine flagging limits, and have qualified Data Analysts to make appropriate maintenance and reliability recommendations.
For more information about how and why POLARIS Laboratories® adjusts flagging limits, download our new technical bulletin.
Proven Impact. Proven Uptime. Proven Savings.
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