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Minilab Q5300 User's Guide
Minilab Q5300 User's Guide
Trademarks
Spectroil, SpectroVisc, SpectroTrack, SpectroLNF, SpectroFTIR, and SpectroFDM are trademarks of
Spectro Scientific.
All other trademarks are the property of their respective holders.
Safety Information
The safe and proper operation of all our devices is our highest priority.
Personal Precautions
Wear appropriate protective equipment.
Ensure there is adequate ventilation.
Environmental Precautions
Use an absorbent material on the spill.
Prevent contaminated fluids from entering drains or groundwater if possible.
Dispose of in accordance to local regulations.
Warranty
Spectro Scientific warrants to the original purchaser only, that all Spectro Scientific portable instru-
ments will be free from defects in material or workmanship for a period of one year from date of
invoice. SPECTRO SCIENTIFIC'S SOLE OBLIGATION AND YOUR EXCLUSIVE REMEDY under this Lim-
ited Warranty and, to the extent permitted by law, any warranty or condition implied by law, shall be
the repair or replacement of parts, without charge, that are defective in material or workmanship and
that have not been misused, carelessly handled, abnormal conditions or operation, accidents or acts of
i
God, or misrepaired by persons other than Spectro Scientific or Authorized Service Provider. To make a
claim under this Limited Warranty, you must return the complete portable instrument, transportation
prepaid, to Spectro Scientific Factory Service Center or Authorized Service Location.
The determination of whether any product has been subject to misuse or abuse will be made solely by
Spectro Scientific. If a hardware defect arises and a valid claim is received within the limited warranty
period, at its option and to the extent permitted by law, Spectro Scientific will either (1) repair the hard-
ware defect at no charge, using new parts or refurbished parts that are equivalent to new in per-
formance and reliability, (2) exchange the product with a product that is new or refurbished that is
equivalent to new in performance and reliability and is at least functionally equivalent to the original
product, or (3) refund the purchase price of the product.
Spectro Scientific may request that you replace defective parts with user-installable new or refurbished
parts that Spectro Scientific provides in fulfillment of its warranty obligation. A replacement product or
part, including a user-installable part that has been installed in accordance with instructions provided
by Spectro Scientific, assumes the remaining warranty of the original product.
After an issue with the unit has been verified, the offending module where the issue originates should
be returned to the factory for repair by authorized Spectro personnel.
For Authorized Service Locations, please contact Spectro Scientific Technical Support, +1- 978-431-
1130 or support@spectrosci.com.
Manual Conventions
These conventions are used throughout this manual to call attention to the adjacent text:
The Note paragraph indicates special comments or instructions.
The Important paragraph alerts you to actions that could have an effect on the equipment or the col-
lected data.
The Warning paragraph warns you of actions that could cause serious injury or death.
OilView Disclaimer
The OilView instrumentation and software helps with diagnosing oil lubricating and machine wear
problems. Because of the complexities of real-world problems, there are no claims or guarantees that
OilView will correctly solve all of the problems encountered. Questionable results should be sent to a
reputable oil analysis laboratory for a more comprehensive analysis than OilView is able to perform.
All results must be considered as advisory information only and should be weighted carefully by the
personnel who are responsible for maintenance actions which are taken. Spectro does not accept any
liability with regard to the actions performed or omitted by those using this package.
The user is responsible for the safety of personnel and machinery. The user should consult their safety
department for the recommended methods of handling, storing, and ventilating volatile and lubricating
materials.
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Table of Contents
Copyright Notice i
Trademarks i
Safety Information i
Personal Precautions i
Environmental Precautions i
Warranty i
Manual Conventions ii
OilView Disclaimer ii
Online Help 2
Licensing 2
OilView GUI Overview 4
A\E\P Database Hierarchy 4
Customer Option 4
Database Tabs 6
Single Test 8
Sample List 8
Batch List 8
Routes 8
iv
2 Quick Start - Creating and Testing Samples 9
Enabling Export Control 9
Opening OilView 10
Sample Testing 18
Testing Samples 19
Data Analysis 20
Data Analysis 22
Data Analysis 23
3 Sample List Testing For FluidScan and Viscometer 24
Creating Samples in the User Database 24
Testing Batches 32
Printing Reports 35
Deleting Batches 40
Route Testing 41
Contact Statistics 46
Lab Statistics 47
5 Displaying Test Results 48
Spectro Scientific Sample Trend Report 48
TriVector Plot 55
vi
Configuring Custom AP Set Parameters 61
Alarm Templates 64
Overwriting an AP Set 67
Database Tabs 78
Folder-Level Options 83
Area-Level Options 83
Equipment-Level Options 83
Point-Level Options 84
Sample-Level Options 84
Data Tab 95
Properties Tab 97
Purpose Tab 98
viii
Printing Sample Labels for Scheduled Samples 109
P1 Tab 114
P2 Tab 115
P3 Tab 116
9 Data I/O Primary Tab 117
Import Lab E-mail Tab 117
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1 Introduction
Spectro Scientific has a direct interface between AMS 5.61, MiniLab 53, and the individual devices for
testing, analyzing and reporting data through the OilView software:
• SpectroVisc Q3000 Series Viscometer, used to measure the kinematic viscosity of a lubricant.
• SpectroVisc FluidScan Q1100, used to provide a quantitative measurement of fluid condition,
detecting any water contamination and degradation in a lubricant.
• Spectro LNF Q230, a particle counter, wear particle classifier, and ferrous monitor: tests which
measure particle contamination and machine wear.
The purpose of this document is to provide instructions to a user who wants to set up the software,
create and run fluid samples, and view and/or store test results using OilView software.
Important: Regardless of how many test instruments you own, you can only run tests with one Flu-
idScan, one Viscometer, and one Particle Counter.
This chapter describes the following:
User Guides, below
Machinery Health Manager Help Files on page 2
Languages Other Than English on page 2
Licensing on page 2
Shipping Carton Contents on page 3
OilView GUI Overview on page 4
Introduction on page 1
Primary, Secondary and Database Tab Overview on page 5
Fluid Sample Processing Options on page 8
Advanced User Status on page 8
User Guides
Each Spectro Scientific device has its own user guide for standalone operation that contains the
information you need to prepare samples and introduce them to each test device.
Unless you are already very familiar with these devices in standalone mode, you should have the fol-
lowing User Guides to hand:
• SpectroVisc Q3000 Series User's Guide, p/n 100-00070
• FluidScan Q1100 User's Guide, p/n 100-00080
• LNF Operators Guide, p/n LNF-211
1
Machinery Health Manager Help Files
Pressing F1 on the keyboard launches a special version of Microsoft Explorer. Explorer displays the
same information as is found in the Machinery Health Manager user’s manuals in HTML (.chm ) format.
These files are stored within their own directory.
Online Help
There is also a Help drop-down menu accessible from the top menu bar that includes the following
functions:
Help – accesses the online help system.
About – displays the current software version number and build date.
Licensing
A single-user license is included with the purchase of a LIMS module.
Description Quantity
Spectro Q1100 FluidScan 1
Ultrasonic Cleaner 1
Transport Case 1
USB Flash Drive 1
3
OilView GUI Overview
This section provides a brief overview of the work areas you can expect to encounter as you perform
the tasks described in this guide.
A\E\P Database Hierarchy
Spectro Scientific sample fluid tests and analyses follow the familiar A\E\P format. Fluid test activity
takes place in nested database levels for Area, Equipment, Point, and Sample similar to this example:
You need at least one Area-level entry. Below that you can create one or more pieces of Equipment,
each with one or more measurement Points, and each with one or more Samples to test.
Customer Option
There is a "hidden" Customer-level option above the Area-level. You can create multiple Customers
holding multiple Areas, but you also need this level in order to create and distribute a number of
reports.
See Printing Reports on page 35
See Adding a Customer-Level Entry on page 79
Note: the tabs for 5100, 5xDV, 51PC, 51FW 5200 and WAN are discussed in the
AMS documentation.
The Secondary tabs run across the bottom of the OilView GUI and they are used to select a variety of
options available under each primary tab.
For example, these are the secondary tabs for the Spectro Scientific primary tab:
5
Database Tabs
Some screen combinations are also dependent on selecting the correct database using the Database
tabs in the lower left corner.
There are four tabs, one each for the User, Reference and LIMS databases, plus a Q(uery) tab, which is
used with the LIMS database to run customer queries.
The User database opens with OilView by default:
If you select any sample from the User database, and click the Spectro Scientific primary tab, you will
see a screen similar to this:
7
Fluid Sample Processing Options
There are four distinct processing options available:
Single Test
Here you create a single entry in the User database at the Sample level - engine reservoir oil that may
have been contaminated in a flood for instance - and test the sample for particle contamination, and/or
fluid degradation and/or viscosity.
Refer to Quick Start - Creating and Testing Samples on page 9
Sample List
This option is available only for the Viscometer and FluidScan. Their portability makes this an ideal
option for users who want to create a list of samples in the field and test each sample just once as a
spot-check.Quick Start - Creating and Testing Samples on page 9
Quick Start - Creating and Testing Samples on page 9
Batch List
Batch lists are set up under the LIMS primary tab; refer to Organizing Samples into Batches on page 30
for more information.
A batch list can be run as often as necessary. This allows you to create a record of changes over time
that can be viewed using the Trends tab.
For example, you could add new engine oil today, then test it every 30 days to monitor the progressive
rate of deterioration over time.
Routes
Routes are functionally similar to Sample lists because the results are not retained in memory and so
cannot be trended. They are set up from the LIMS database and primary tabs, and the Routes sec-
ondary tab.
Note: Routes are tested with the FluidScan only.
Refer to Batch and Route Testing on page 29 for more information.
9
Opening OilView
Follow these steps to open up the OilView GUI.
1. Open Machinery Health Manager (MHM) from the Start menu or desktop icon.
2. Click the Tools tab:
3. Enter up to 4 characters to create an ID for the Area. For example, if you have gold mines in five
states, you might want to identify it using the postal abbreviation AK as the ID for the Alaska
mine.
4. Enter up to 32 characters to create a description; for this example call it Gold Mine.
5. Click OK to add Alaska Gold Mine to the database:
11
Creating a Point-Level Entry
The Point is a subset of your Equipment, such as a gearbox or an engine.
Follow these steps to create an entry at the Point level:
1. Right click on the Rock Truck 1 entry and select New Point. This opens the Point Info primary
tab at the General secondary tab ready for your selections:
Note: If you need more information about fields not fully described here, refer to Point Info
Primary Tab on page 106
2. Point ID field: Use up to three alpha/numeric characters to create an identifier for the Point. For
this example, accept the default ID: P1.
3. Description field: Enter a name for the Point. For this example, call it Engine.
4. Lab Unit ID field: For this example, leave this field blank.
5. Report Language field: For this example, accept CSI Default, which is American English.
6. Report Group field: This is defined in Analysis Parameter (AP) Sets and Alarm Limit (AL) Sets
on page 59
7. Usage Units field: For this example, accept the default Hours.
8. Target Cleanliness field: For this example, accept the default 21/18/15.
9. Lubrication System field: For this example, leave the Capacity field blank and accept the default
Units- (Gallons US).
12. Alarm Limit (AL) Set field. AL Sets are described fully in Analysis Parameter (AP) Sets and
Alarm Limit (AL) Sets on page 59. Select an AL Set by clicking the down-arrow in the Alarm
Limit (AL) Set field and selecting from the drop-down list. For this example, use Diesel Engine.
This is one of the default AL Sets created as part of the Spectro AP Set.
Now the General Information tab looks like this:
13
13. The Point adds itself to the database automatically after you select the AL Set and click off the
screen - there is no Add or Save button.
Now the database looks like this:
Notice that the Point icon is blue. This indicates that a Reference fluid has not yet been asso-
ciated with the Point, which is described below.
3. Open the Reference Fluid Database on page 165 and look up the Substance ID for Castrol
GTX 10W30. It is 256.
4. Right-click the Oil Description and select Add Ref Sample.
5. Accept the default Sample Date. For this example, use the Substance ID itself - 256 - as the
Sample ID.
6. Click OK to add the new Sample-level entry to the database.
7. The Trend Info primary tab now opens by default. Scroll down to the bottom and insert the
Substance ID - 256:
15
Associating a Reference Fluid with a Point
You must assign a Reference fluid to a Point Managing the User and Reference Databases on page 76
Refer to Managing the User and Reference Databases on page 76
Follow these steps to associate the Reference oil with the P1 - Engine point you just created.
1. Click the User database tab.
2. Click on the P1 - Engine point and click the Assign Ref primary tab. This places the User
database on the left, and the Reference database on the right:
3. In the Reference database, drill down to the Castrol GTX 10W-30 Sample you created to
activate the Set Reference button at the top of the column:
4. Click the Set Reference button to change the Point from blue to white:
2. To change the ID to something more appropriate, right click the sample and select Edit.
3. The Add Sample option pops up a dialog box so you can change the Sample ID. For this
example, call it P1 test 1:
Optional: You have the opportunity to record any physical observations that you made when
the sample was collected by right-clicking each question and selecting the appropriate answer
from the drop-down options: Yes, No, Unknown. Answer from 0 to all questions as you want.
The information will appear in the Sample Info tab sidebars. For this example, accept the
default: Unknown for all entries.
4. Accept the Sample Date - default is to today, although you can edit the date by highlighting
and changing it.
5. Click OK. The database now looks like this:
17
Sample Testing
Follow these steps to test your sample.
1. Click the P1 test 1 sample you just created and click the Spectro Scientific primary tab to open
a screen similar to this:
Sample field - Shows the parameters for the sample you selected from the User database.
Reference field - Shows the chemical properties of the Reference oil that you associated with the Point.
LNF Dilution field -
This field has no effect on samples for the FluidScan and Viscometer - leave the field blank or at 0.
For the Q230 only , you can create a diluted sample for fluids with a viscosity equal to or greater than 30
cSt. The recommended process is described in LNF Q230 Tests for Particle Contamination on page 19.
If you are not diluting a sample for the Q230, this field must be set to 0 or left blank for each sample.
Connected/Disconnected: Each device must report that it is connected via the USB cable by displaying
a green bar as in the illustration above.
If you see a red bar for one or more devices, disconnect the USB cable then reconnect it and wait for 5 -
15 seconds for the bar to turn green.
If it still does not connect, reboot the device and the computer before contacting Technical Support.
Status field - Displays a variety of test status information. The status field will show "Ready" when you
can begin tests.
Note: The most common status message is < Device Name> is Performing Another Operation, but
processing is actually hanging. Make sure that the physical FluidScan and Viscometer GUI and the
LNF management software GUI is set to the Main Menu to continue.
Testing Samples
Make sure the fluid sample is shaken vigorously for 30 seconds, then placed in an ultrasonic bath for
30 seconds to clear any bubbles. You can also use the homogenizer as described in the "Q1100
FluidScan User's Guide."
Begin tests immediately after de-gassing to avoid settling.
1. Select the P1 test 1 sample you just created.
2. If you are using a diluted sample, enter the dilution ratio in the LNF Dilution field: 4.5 if you use
the recommended method. Otherwise, enter a customer-determined ratio.
3. Press the Start button and insert the sipper tube when prompted:
19
5. When the sample test is complete, you are prompted to begin the flush cycle:
6. Switch the fluid sample to a vial of cleaning fluid (pure lamp oil or kerosene for example) and
press Continue to start the flushing cycle:
7. After the flush cycle, the results are displayed in the Measurement Results panel:
The sample icon in the User database has turned red, so at least one parameter is in an extreme alarm:
Data Analysis
For full details on how to analyze data, refer to Displaying Test Results on page 48.
It is not yet processing a sample. To actually start processing, you need to focus on the Viscometer
GUI and follow the instructions there.
By default, only the result of the test at 40C is displayed in the Viscometer GUI.
If you want a result at 100C, refer to the "Q3000 Series Viscometer User's Guide" for full information
about the Viscosity Index parameters.
For the purposes of this example, follow these steps to create a 100C result:
1. Press the back arrow in the Viscometer GUI.
2. Press the VI button.
3. Use the arrow buttons to adjust the Viscosity Index. For this example, accept the default.
4. Press the right arrow. The 100C value is now shown along with the 40C measurement.
5. Press the Right arrow again to return the Viscometer to the Main Menu and export the test
result to the OilView GUI:
The sample icon has turned red, so at least one parameter is in an extreme alarm state:
21
Data Analysis
For full details on how to analyze data, refer to Displaying Test Results on page 48.
7. Press the FluidScan OK button to return the FluidScan GUI to the Main Menu. This makes the
device ready for the next sample.
The sample icon has turned red, so at least one parameter is in an extreme alarm:
Data Analysis
For information about analyzing data, see Displaying Test Results on page 48.
23
3 Sample List Testing For FluidScan and
Viscometer
This function allows you to set up a list of samples you can run consecutively and upload the results as
a group rather than testing each sample individually.
You can run the same list through both devices, or create a separate list for testing on one device or
the other.
Sample list results are not retained in memory. It can be considered an information snapshot. If you
want to create a list that you can save and re-run multiple times to establish a trend analysis, then you
need to create a Batch list. This is described in Batch and Route Testing on page 29
This chapter describes the following:
Creating Samples in the User Database, below
FluidScan Sample List Testing on page 27
Viscometer Sample List Testing on page 28
Create Equipment, Point and Sample entries for Rock Truck 2 and Rock Truck 3 using the following
parameters:
24
Creating the Sample List
Follow these steps to create a Sample List:
1. Click the P1 test 1 Sample.
2. Click the Spectro Scientific primary tab and the Sample List secondary tab to open a screen
similar to this:
3. In the User database, select the P1 test1 sample for Rock Truck 1. This will display in the
Sample field:
As soon as you add your first sample to the list, the Send to Instrument and Import Results
buttons should become active. If they do not, check the FluidScan GUI and/or the Viscometer
GUI and make sure it is showing the Main Menu. This will activate the buttons.
5. Add the samples for Rock Truck 2 and Rock Truck 3 so your Sample List looks like this:
Note: If you get an error message saying that the Sample has already been added, check the
Point ID matches the Equipment ID - P1 is the default when you create a Point, but you cannot
have multiple P1 Point IDs in a Sample List.
6. Click the Send To Instrument button for both devices. The Status screen changes to Sample
List accepted by < device name>.
7. Refer to the device GUI and follow the instructions, as follows:
26
FluidScan Sample List Testing
Refer to the "Q1100 FluidScan User's Guide" for basic information on device setup and testing
procedures described in this section.
1. From the FluidScan GUI Main Menu, select Manage Samples.
Note: It may be that there are results in the FluidScan database from samples that were previously
tested and saved to the database and are now in the way of managing your untested samples. You can
hide these by pressing the Hide Done button on the FluidScan. This does not delete them from the Flu-
idScan, and you can unhide them at any time.
For this exercise, assume there are no previous results in the database.
2. Sample List Testing For FluidScan and Viscometer on page 24
3. Place 2 -4 drops of your test fluid onto the cell window - just enough to cover the glass. Return
the cell to the FluidScan housing and press OK.
4. After the measurement, the device analyzes the sample and presents the result in the FluidScan
GUI.
5. Press Save, then press OK to measure the next sample in the list.
6. Repeat the process for each sample in the Sample List.
7. Press the Back button to return the FluidScan to the Main Menu. This will activate the Import
Results button in the OilView GUI.
8. Click the Import Results button in OilView.
9. Refer to Displaying Test Results on page 48 for information on how to display and analyze the
results.
If you want to see all the samples in the list and rearrange them in some way other than how the list
was imported, click the DN button. For this example, leave the list as it was imported, starting with P1
test 1.
3. Select the sample you want to measure and click the Right arrow.
4. Follow the instructions in the viscometer GUI to test the sample and display the results.
5. Press the Return arrow to return the device to the Main Menu and press the List icon to select
the next sample.
6. When all samples have been tested, make sure the viscometer GUI is at the Main Menu, then
click the Import Results button in OilView.
7. Press the Clear List on Instrument button to clear the samples from the viscometer:
Refer to Displaying Test Results on page 48 for information on how to display and analyze the results.
28
4 Batch and Route Testing
The Laboratory Information Management System (LIMS) module is licensed software that enables
graphical interfaces for testing and reporting.
Its function here is to support Batch and Route testing, plus a number of reporting functions.
This chapter describes the following:
Batch Testing Overview, below
Organizing Samples into Batches on page 30
Testing Batches on page 32
Printing Reports on page 35
Route Testing on page 41
29
Organizing Samples into Batches
Follow these steps to organize the samples to be tested into batches according to similar oils, test pro-
files, customers, or whatever is most appropriate for your particular situation. The maximum batch size
is 99, and there can be multiple batches for a given day.
For this example, the batch list will be created from samples that were created in the User database for
two mine trucks: Rock Truck 1 and Rock Truck 2.
1. Click the LIMS database tab.
2. Click the LIMS primary tab and the Assign Samples secondary tab.
3. Right click the Test Batches folder and select Add Batch. The date will default to today, but
that can be changed by right-clicking the batch.
The Batch ID (600 in this example) is assigned by default - it becomes part of the Lab # (see
below).
4. In the User database on the right, drill down to the two samples P1 test 1 and P2 test 1.
The screen now looks like this with the <<<Add button inactive:
5. Click on P1 test 1 to activate the <<<Add button at the top of the database.
6. Click the <<<Add button to add the sample to the Batch.
7. Click on P2 test 1 and click the <<<Add button.
The screen looks like this, with the two samples now part of the batch in the left pane, and the sample
detail in the center pane:
31
Testing Batches
Click the Spectro Scientific primary tab if it is not already open. Allow up to 15 seconds for the devices
to connect to the laptop.
Important: Each device needs to display a green "Connected" message before you can perform meas-
urements with it; otherwise, refer to the Troubleshooting chapter for guidance:
When your devices are all connected, you can begin testing. Tests can be performed in any order, or
concurrently with each other.
Note: At any time in the testing process, if you see a Status box message "<device name> is per-
forming another operation..." make sure the device GUI and\or the Q230 management software GUI is
at the Main Menu to clear this message and continue testing.
Refer to Batch and Route Testing on page 29 to record the progress of each sample as batch testing is
completed.
33
Batch Info Secondary Tab
This shows the progress of each sample as activities are completed. As each test is run, the device
check-box is automatically marked.
You can also finish a sample by clicking the Trend Info primary tab. Right click on a sample, then select
Finish from the menu. This is used to confirm that the sample diagnosis is complete.
The Wear, Contamination, and Chemistry status of each sample is automatically displayed for each
sample, making it easy to identify problem samples:
Note: The RVWD, REPT, Exp, Imp, and Diag flags are used to control which samples are reported on.
They can be cleared using the right-click Clear Flag option:
Depending on which of the flags are set on the options specified for reporting, you can then generate a
variety of reports for printing and automatic E-mailing. You can also export the data for importing at a
remote site using the report results menu option shown below.
The General Options field is used to set the conditions for generating reports based on the flags that
are set as each sample is processed. For each of the flags shown, you can specify Ignore, Checked, or
Unchecked.
Reports will be generated only for those samples in the batch that match these conditions. The actual
reports that are generated depend on the Customer report profile for each sample.
The file name defaults to the date format that is chronologically listed in the directory. For data export,
this file is appended to it. For report export, this file is overwritten.
Report Override Options field is used to generate ad hoc reports that will ignore or override the specific
setup for each customer assigned to the sample. The options here are the same as those in the cus-
tomer report profile that will be described in the next section.
35
If Duplicate File Name field. Each day data and reports are temporarily exported into each contact’s
sub-directory where they are assembled. A temporary file with the day’s date is created to store this
information.
It is also used to specify the action to be taken if a report or data for the contact is generated more than
once per day. By default new reports and data are appended to the existing file. These files can also be
manually renamed or automatically renamed.
Contacts Secondary Tab
This tab is used to create a contact address book and reporting profile for each contact. The Add New,
Delete, and Update buttons are used to manage this list. The E-mail address can be used to auto-
matically e-mail reports to contacts.
These e-mailed reports can be viewed and printed.
To generate a specific report, the severity level at which that report will be created must be set. The low-
est severity level is Normal meaning the report will always be generated:
37
For those customers that require the sample data to be sent directly to them, the Data Export section
must be completed (see above). This information is completely independent of the contacts assigned
to the Customer and Area levels.
At the Customer level you must specify the sub-directory into which temporary information is stored
prior to the data being sent. Each customer must have their own unique sub-directory to avoid data
being sent to the wrong customer. You must also specify the e-mail address to which the data is sent.
If you do not select the e-mail option then the data remain in the sub-directory and can be accessed dir-
ectly from a WAN. The data format defaults to the Area, Equipment, Point (AEP) format. The altern-
ative uses the Unit ID format.
The data export setup only applies to the Area level. You must specify the customers database name
where the data is to be imported, as well as the temporary sub-directory on the local system where the
data is written.
There must be a different sub-directory for each customer database. In general, the local lab database
level structure may be different from the customers at the top (Area) level. If this is the case, then the
Cust Area ID field must show the Customer ID.
To automatically E-mail the data to the customer, the E-mail checkbox must be checked and an E-mail
address entered. For the export process as a whole to be activated, the Export flag must be checked.
The AEP export specifies the Area, Equipment, and Point ID’s for each sample in the export file. This is
the most versatile method as it will automatically create the area, equipment, and point levels in the tar-
get database if they do not exist.
The Unit ID method requires that the Lab Unit ID in the target database point setup be specified. Cus-
tomer DB Name and Customer Area ID are not used with Unit ID method.
At each Area level of the database you must enter the database name to which the data is being sent
(in general this will be different from the current database) as well as the equivalent Area ID to which
the data is being sent:
The lab labels, the Lab# printed on it, and which tests are to be performed on the sample are used
internally. This information is derived from the Point setup for the sample.
For more information, refer to Setup Primary Tab on page 120 for more information on setting up and
printing labels.
39
Imported Batches Folder
This batch type is automatically created when you import results data using the Data I/O tab.
This groups together in batches all samples that are imported at any one time so that you can easily
find the individual samples without having to search through the user databases. It also enables you to
generate reports for all the samples at one time.
Refer to the Online Help for more information about the Data I/O tab.
Deleting Batches
Batches can be deleted by right-clicking the batch and selecting Delete.
Important: When a batch is deleted, the samples and their data are not deleted from your User data-
base, they are only removed from the batch list.
6. From the User database, drill down to the Point for Rock Truck 1 and click the Add button. Do
the same for Rock Truck 2 and for Rock Truck 3:
41
Exporting Route Data
You can either export data for all Points in a route, or you can select one particular Point. Except for
Step 1, the steps are the same for both:
1. Right-click either the Route 66 icon or an individual Point.
2. Click Export Spectro Scientific csv. This will change the screen to the Data I/O primary tab and
the Database Export secondary tab.
3. Enter a file name with a .csv extension in the Save As field. For this example, use Route 66.csv:
4. Optional: you can filter by Start Date and End Date and/or by Change Marks (see Managing the
User and Reference Databases on page 76 for more information about change marks).
5. Make sure the Spectro Scientific Route/Batch (csv) button is selected.
6. Click the Save As button.
7. Click the Start button to begin the data export:
43
Testing Routes with FluidScan
Follow these steps from the FluidScan GUI:
1. From the Main Menu, select Run Route.
2. Select Import New Route and press the Import button.
3. Select the route from the memory stick and press Open.
4. Verify the route information and press the Measure button.
5. Test each sample as described in the "Q1100 FluidScan User's Guide."
6. After you have tested all samples, select Run Route from the Main Menu. The route you just
tested will show as Completed:
7. Click the Export button. You will get the following data transfer confirmation message:
4. Select the memory stick and import the file. The file extension will be .txt.
5. Click the Start button.
6. The data are automatically imported and displayed in the User database against the samples
for each Point in the route:
You can display sample test results by selecting the Sample and clicking the Sample Info primary tab.
Refer to Displaying Test Results on page 48 for more information.
45
LIMS Management Reports
The following reports are available by clicking on a batch and selecting from the drop-down menu:
Contact Statistics
1. From the drop down menu, select Contact Statistics.
2. Click on the Report Preview magnifier icon.
3. A preview of the Contact Statistics report for contact dick Ensian opens for the selected batch:
47
5 Displaying Test Results
There are several ways to display and analyze test results in the OilView GUI.
This chapter describes the following:
Spectro Scientific Sample Trend Report, below
Trend Info Tab on page 51
Sample Info Tab on page 55
2. Typically users add samples from the newest to oldest to see the fluid condition as of the most
recent sample. As you add new samples to the database, you would need to delete the oldest
sample from the list first.
Locate the Point containing the samples to display, click the newest sample - Test 5, and click
the Add button:
3. Click the remaining samples in descending age order until you have all five samples in the list:
48
As you have been adding the samples, test result data have been imported.
Note: Some of the data used have been manipulated to show extreme results.
The left side of the data output screen displays raw data and alarm severity colors from the AL Set.
The right side displays a series of graphs.
Note: These graphs are hard-coded and display regardless of any settings in the Plot column in the
AP Set or if there are any data from test results.
• Total ferrous particles.
• Ferrous particles bigger than 25 microns
• ISO particle size greater than 4/6/14 microns
• Water ppm
• Viscosity at 40C
• MxD particles
• Total acid number (TAN)
50
Trend Info Tab
The Trend Info tab is used to view historical data and alarm status for all samples defined for a Point-
level entry.
Important: If you have a high number of sample results for a given Point but you are only interested in
seeing or reporting on a limited number of results, the number of sample columns can be limited to
either a fixed number or for the period since a particular date. This is configured on the Setup primary
tab, System secondary tab; see for more information.
Follow these steps to view the Trend Info table.
1. Open the Oilview GUI and navigate to a Point-level entry in the User database and select it:
2. Click the Trend Info primary tab. The All Data secondary tab opens by default:
Alarms are reflected in the color shading. The color corresponds to the severity criteria created in the
Setup primary tab - 3 colors or 5. 5 will give more granularity in your result displays, as there are more
threshold points.
Column 1 - shows the AP Set parameters - Note: these are not in the same order as in the AP Sets Pro-
file Setup tab.
Column 2 - click until Oil Ref appears to view parameters for the Reference oil associated with this
Point.
Other columns - shows test result data for each Sample.
The top three rows indicate the overall test fluid condition for Wear, Contamination and Chemistry.
Scroll down the table to see individual test results; for example, ISO particle results:
You can add data to any cell that does not have actual test result data in it. You cannot change derived
sample test data.
Important: Making edits will not update the overall Trivector status for wear, contamination, and chem-
ical analysis. The Trivector is displayed on the Sample Info primary tab, discussed below.
It will not update the content of any Trend reports.
After typing in or editing data, you must
1. Remove the samples from the Trend report by selecting them and clicking the Remove button:
No Alarm will take off the alarm threshold, but leave the data in the cell.
No Data will remove the data from the cell.
52
Detailed Parameter Plots
In the Trend Info screen, you can right-click on any parameter with test result data and you will get a
basic line graph for that parameter.
In this example for the Chemical Idx parameter, you can see the basic line graph, but it has been
enhanced by selecting additional information to display by using the check boxes in the left column.
These include showing the alarm levels, the reference value, local median, mean and standard devi-
ations, and symbols to indicate what observations are applicable.
Click the Log Scale button to change the line graph display.
Click the Finish button to exit
54
Sample Info Tab
The Sample Info tab is used to view graphs, observations, and notes for individual oil samples rather
than multiple samples collected under a Point-level.The sample data will not be used for any kind of
trend over elapsed time monitoring.
TriVector Plot
Press the Sample Info primary tab. This will open at the Trivector secondary tab.
The Trivector Plot combines multiple test results into one graph. It consists of three evaluation cat-
egories: Wear, Contamination, and Fluid Chemistry. The plot reports oil condition in each category from
Normal (green) to Extreme (red).
A plot like this sample means there is acceptable wear and the fluid chemistry is normal, but the fluid is
showing signs of contamination:
You can also choose to display the results in 5 colors for more granularity in the results; refer to Alarm
Display Option in the Managing the User and Reference Databases, below chapter for instructions
how to set this.
If you want to add any entries now, you can click on an empty row and right click to open a drop-down
options box and make your selections.
Selecting an observation automatically adds one or more items to the Actions field.
56
Important: Any entry in the Sample Diagnosis field is your text description of the status and recom-
mendation for this sample.
For example, if the result of test indicated that the sample contained a Contaminant A component of
12345 ppm, you can enter this information using the Notes secondary tab, with a recommendation to
change the oil - but none of this information comes directly from the software - it is not advising you
what you must do in a given situation.
58
6 Analysis Parameter (AP) Sets and Alarm
Limit (AL) Sets
Analysis Parameter (AP) Sets and Alarm Limit (AL) Sets are created or edited by right-clicking on the
AP Sets and AL Sets folder in the User database and making selections from the drop-down options.
They define which test result parameters are displayed in OilView for analysis, and which are not.
This chapter describes the following:
Spectro Default AP Set and AL Sets, below
Creating Custom AP Sets and AL Sets on page 60
Alarm Templates on page 64
Other AP Set Options on page 66
Other AL Set Tabs on page 68
This is an important consideration as custom AP Sets do not generate any AL Sets by default.
The four Spectro AL Sets are based on the same 8 parameters but with different alarm thresholds
• PPM Water
• Fe>25
• ISO >6
• IR Oxidation
59
• Visc 40C
• Total Acid
• Total Base
• Total Fe
The following example shows the thresholds for the Gear AL Set:
The screen automatically opens at the AP Sets primary tab and the Profile Setup secondary tab
so you can select the AP Set parameters.
Selecting AP Set Parameters
Select your AP Set, then click the AP Sets primary tab and the Profile Setup secondary tab to display
the list of available AP Set parameters. An AP Set is defined by selecting up to 96 parameters, so
select/deselect the check boxes as necessary in order to define parameters for a new AP Set.
61
The Minilab and Lab columns indicate which parameters are associated with OilView minilab instru-
ments and which come from oil laboratories.
Plot column - Click Yes for each parameter (maximum of 6) you want to appear as a graph on the
Sample Trend report (see Displaying Test Results on page 48).
We recommend the following six parameters:
• Total Fe
• Fe>25
• ISO>4
• IR Ox
• Acid
• Water PPM
Alarm column - See Analysis Parameter (AP) Sets and Alarm Limit (AL) Sets on page 59.
Manual column - is used to mark those parameters that appear on the manual data entry form in the
LIMS module.
Digits column - shows the number of display digits for each parameter and can be set from 0 to 4. For
example, a percentage with 2 in the Digits column would output the result to 2 decimal places:
"87.42%."
Import Units column - is used to specify the units for importing lab data. For this example, accept the
defaults.
Creating a Custom AL Set
Before creating a customized AL Set, consider using a template; see Alarm Templates on page 64.
For this example, follow these steps to create a new AL Set for the custom AP Set WilsonOil:
1. Right-click the WilsonOil AP Set in the AP Sets and AL Sets folder and select Add User Alarm.
2. Select the Application Type from the list of options. For this example, select Generator and
click OK.
3. Create an ID and add a description; for this example call it Generator 1 and click OK to add the
AL Set.
4. Click the WilsonOil AP Set, then click the AP Sets primary tab and the Current Views secondary
tab.
5. In the Alarm column, select Yes for every parameter you want to add to the AL Set.
7. Accept the default alarm values, or edit them as you like by clicking in each cell. You can adjust
the Base Type, Delta Type and Alarm Type column threshold parameters based on this table:
Oil Ref
Value Up
AL Base
Absolute Value Down
Pnt Base
Percent Up and Down
Ref or Pnt
63
Alarm Templates
You might consider using the available alarm templates as an option to creating a customized AL Set.
These standard alarms have been established using data from many customers and are appropriate for
general industrial machinery:
1. Select an AP Set in the User database and create an AL Set as described above.
2. Click on the new AL Set, then click the AL Set primary tab and Alarm Templates secondary tab.
3. Select the appropriate template and then press the <<< button to assign the template values.
65
Other AP Set Options
This section describes other AP Set tabs and options not described above.
AP Sets - Report Groups Tab
This screen is used to setup the parameters and trend plots that appear on the Sample Trend report.
To access it, select an AP Set then click the AP Sets tab, and Report Groups secondary tab:
The specific group used is defined in the Report Group field on the Point Info primary tab, or when you
create a Point in the User database.
The Table column is used to mark those parameters that appear in the table on the report and the Plot
column is used to mark those parameters for which a trend plot is provided. There is a maximum of 6
trend plots and 70 parameters on a report.
The different groups enable you to define different combinations of parameters and plots for different
types of equipment. For example, you could have one group for engines and another for gearboxes.
AP Sets - Statistics Tab
This information is accessed through the AP Sets primary tab and Statistics secondary tab.
It shows the coverage weeks between an alert severity happening (i.e., severity of 1) where 0 implies
normal.
67
Other AL Set Tabs
This section describes other AL Set tabs and options not described above.
AL Set Statistics Tab
The table below shows the average, minimum, maximum, count and standard deviation of the set of
samples to which this AL Set has been assigned in the database. This information is useful for estab-
lishing alarm limits.
This statistical information must be created by first exporting all the data into a special database using
the Data I/O tab as shown below. Click the book icon to open a calendar to select the start/end date for
statistic sampling:
This is a useful statistical plot for setting alarm limits. The x-axis plots the parameter values and the y-
axis the percentage of samples for each parameter value. The basic concept in establishing alarm limits
is that a maintenance department can only handle a certain percentage of problems at any one time.
Typically, you assign the extreme alarm limit at 95% (i.e. put only those samples whose parameter val-
ues fall in the top 5% into this category). Similarly the next alarm limit down is set at 90% (top 10%),
then at 80% (top 20%) and the lowest alarm limit at 70% (top 30%).
69
The vertical bars representing the alarm limit values can be dragged with the mouse to the desired
value. Once all the alarm limit positions have been set then press the Save Changes button and the
alarm limit value will be automatically written back to the AL Set. Using this method you can set the
alarm limits for all the parameters.
There should be at least 100 samples in the statistics before you can reliably use this method to set the
alarm limits. The more samples the better. Remember to update the statistics at regular intervals to
ensure you are using the latest samples collected.
Baseline Adjusted Plot Sub-Tab
This graph is accessed as part of the Histogram Plot secondary tab:
71
Raw Data Sub-Tab
This graph is accessed as part of the Histogram Plot secondary tab:
To further diagnose obscure plots the raw data itself can be viewed here to find the specific data that is
causing inconsistent plots. Using this information you can then usually correct the problem much as
fixing an incorrect oil reference.
One way of minimizing these sorts of issues is to run the Point Configuration Summary report, which
is designed to find incorrect oil reference and other Point Setup issues.
73
AL Set Alarm List Tab
This tab is useful for quickly checking and changing configuration information. It is a very wide display
and is shown here in three parts:
Lines can be sorted by clicking a caption at the top of the column. Additional sort criteria may be
entered in the text boxes at the top. Columns can be hidden and made visible by clicking the buttons at
the top.
The Type ID, AL Set, RefID, TCL’s, and Report Group (Grp) can all be modified from this screen:
75
7 Managing the User and Reference
Databases
This chapter describes the two primary databases and explains how you can manipulate them in a vari-
ety of ways for a variety of outcomes.
It also explains all the right-click menu options at all levels - if you are looking for a Quick Start guide
with the minimum of options to get up and testing, refer to Quick Start - Creating and Testing Samples
on page 9.
This chapter describes the following:
Database Change Marks on page 77
User Database and Reference Database Levels on page 78
Creating a Custom User Database on page 78
Adding a Customer-Level Entry on page 79
76
Database Change Marks
Whenever any entry is updated, the database tree places Change Marks on the left side of the data-
base:
There are three database tabs: User Database, Reference Database, and LIMS Database plus a Query
tab.
The Query tab is used in conjunction with the LIMS module to query the database; refer to Managing
the User and Reference Databases on page 76 for full details.
Refer to Batch and Route Testing on page 29 for more information about creating and using Batches
and Routes.
Database
User Database Reference Database
Level
---- Customer
A Area (Gold Mine) = Manufacturer (Castrol)
E Equipment (Truck) = Brand (GTX)
P Point (Engine) = Oil Description (10W-30)
---- Sample = Reference Sample
78
Follow these steps to create a new User database:
1. From the File menu, click Create RBM Database:
2. Select the Server from the drop-down list and create a name for the database. For this example,
call it Tribology Labs and click OK.
3. Enter Tribology Labs in the File Name field and click Create New.
Select a Reference fluid database to associate with this User database. There are two data-
bases supplied with OilView: Example.ref and UserOil.ref.
4. Example.ref is the default, but because Example.ref is overwritten whenever the AMS software
is updated, we recommend you select any other database. For this example, select UserOil.ref
and click OK.
This will add the Tribology Labs database and include a default AP and AL Set:
Note - you will not be able to delete the Unknown Customer, or edit the name, but you will be able to
drag and drop any areas grouped within it to other Customers you create at this level.
You can also hide all Customers without deleting them by de-selecting the Display Customer Level
checkbox.
Any Areas that exist below a Customer-level when you hide it will remain visible in the database, but
they will be unsorted, as in this example:
4. Right click on the Folder icon and select Add Customer to open the Add Customer dialog box.
5. Add a Customer ID; for this example, use Mine.
6. Add a description; for this example, call it Pardner Gold Mining:
80
7. Optional: complete the Customer Export Info fields similar to the above example.
8. Click OK to add the Customer to the User database tree:
2. Complete the Area Export Info field and click OK. The Area is now added below the Customer
level. You can add as many as you need:
82
Right-Click Options in the User Database
There are many right-click options for all levels in the User database that were not discussed in Quick
Start - Creating and Testing Samples on page 9. This section provides top descriptions for each
database level, plus a separate section describing common options that appear at more than one level;
see Common Right-Click Options in the User Database on page 85.
Folder-Level Options
Save Severity - Assists with cleaning up alarm levels. Saved severity levels will allow you to undo any
future changes to the Sample alarm by using the Restore Severity option (below).
Note: Saved severity values will replace lab alarm severities. Lab alarm severities cannot be recovered
without re-importing the lab data.
Restore Severity - Assists with cleaning up alarm levels. It is assumed you previously performed a Save
Severity (above).
Note: Saved alarm severities will replace User alarm severities. Existing User alarm severities cannot be
recovered, but they can be made consistent by selecting Recalculate Alarms. If you change alarm lim-
its, you can recalculate the alarms by right-clicking any sub-level entry.
Add Customer - When the Customer-level is set to display, opens the Add Customer dialog box.
Add Area - When the Customer-level is hidden, opens the Add Area dialog box.
Find Sample # - Not limited to numbers only; enter any alpha-numeric string you might have used as a
Sample ID into the dialog box and click OK to locate the sample.
Calculate PC Volume - Pops up a dialog box while calculating.
Refer to Common Right-Click Options in the User Database on page 85 for more.
Customer-Level Options
Add Area - Opens the Add Area dialog box. Create an Area as described in this chapter.
For all user-created Customers only:
Edit Customer - Edit Customer ID, Description and/or Customer Export info.
Delete Customer - Asks you to confirm delete.
Refer to Common Right-Click Options in the User Database on page 85 for more.
Area-Level Options
Add Equipment - Opens the Add Equipment dialog box. Refer to Creating an Equipment-Level Entry on
page 11 for procedure.
Edit Area - Edit Area ID and Name.
Delete Area - Allows you to delete an Area provided there are only Points beneath it.
Set Report Language - Select the appropriate language from the drop-down options. Default is English.
Refer to Common Right-Click Options in the User Database on page 85 for more.
Equipment-Level Options
Add Point - Opens the Point Info primary tab and the General secondary tab. Refer to Creating a Point-
Level Entry on page 12
Edit Equipment - Edit Name and ID.
84
Common Right-Click Options in the User Database
The following right-click options appear at two or more sub-levels.
Recalculate Alarms – you can recalculate the alarms if you change alarm limits.
Update Point Baseline – Alarms can have a baseline relative to the median at each point. This option
updates the point baseline for all Points in the database.
Clear Marks - Clears database Change Marks.
Schedule - Pops up a calendar. Right-click on calendar to add or remove scedule. Depending on where
you apply this, it will override selections made at a lower level.
Print and Preview Sub-Sets are the same, as follows:
Point Labels – Create sample bottle labels for the entire database.
Sample Summary – Sample summary report for entire database.
Parameter Exception – A report similar to the parameter exception report created using the reporting
module. This report has been customized for oil data giving more detailed information.
Point Configuration Summary – This report checks for inaccurate or incomplete Point-level setup
information.
Alarm Setup Exception – Once the Point has been correctly setup then this report is used to check that
the alarms have been correctly applied to the sample data.
Oil Usage – A report showing oil consumption per Point and by oil type.
Schedule Summary – A report showing annual sampling schedule calendar.
Alarm Tree Filters - We recommend you uncheck all except the Oil (Tribology) box to eliminate
unwanted entries in the Alarm Details screen.
The Alarm Details right-click is not an option at the Point-level. If you want to show the alarm details
for a Point, open the Alarm Details screen at the Equipment-level and select the correct Point by click-
ing the browse button and selecting from the Point list:
86
Display Color Scheme – Select either 3 or 5 levels for the Sample Info output and all other alarms. 5 col-
ors provides more granularity in the Trend Info and Sample Info primary tab output by providing more
alarm threshold points:
Show Alarm Severity icons – Select to enable or disable icon display. The default is enable.
Show an icon for no alarm or normal – Select to show or hide the No Alarm icon. The default is hide.
Show an icon when no analysis has been performed – Select to show or hide the Not Set icon. The
default is hide.
Automatic repaint interval in minutes – This feature is most useful on network installations. It controls
the frequency with which the icons on the database tree are automatically updated by reading the val-
ues from the database.
88
Reference Fluid Database Options
Each FluidScan has a substantial database of lubricants each identified by a unique Substance ID. It
uses the Substance ID to compare the chemistry of a pristine fluid against the chemistry of a used and
possibly contaminated sample of that same fluid and generates test results based on the comparison.
Refer to Reference Fluid Database on page 165
Any fluids not in the database can be created as "User Fluids." This process is described in the "Q1100
FluidScan User's Guide." The Substance ID is created by the FluidScan performing the fluid sample
analysis, and the four digit serial number of the FluidScan is embedded as part of the Substance ID. It is
important that you make a note of this Substance ID because you will need to enter it when you create
the Reference fluid and click the Trend Info primary tab - see Creating a Custom User Database on page
78
"User Fluids" could also be commercial fluids that a customer is adapting for their own purposes; use
in extreme environments, for example.
OilView ships with two databases: Example.ref and UserOil.ref, with Example.ref set as the
default.The Example.ref database is overwritten whenever AMS software is updated. To protect
against this, we recommend you do one of two options.
• Switch to UserOil.ref as described in Managing the User and Reference Databases on page 76
• Create a customized Reference database as described in the next section.
3. Enter the server name, or select one from the dropdown list.
4. Create a name for the database. For this example, call it Oils and Fluids.
5. Click OK at the confirmation popup.
3. For this example, select Oils and Fluids.ref and click OK.
90
7. Accept the default Point ID - P1, and change the Point Description to 15W-40.
8. Place a check mark in the appropriate Base Stock. For this example, assume it is a Mineral
stock.
Note - If you have a Synthetic stock, it will activate the options in the Synthetic field in this
screen.
Optional: Click the Application secondary tab and select any Properties and Purpose check
boxes you want.
The Reference database now looks like this:
11. Scroll to the bottom of the Sample column and type the substance ID in the Substance ID cell:
92
Associating a Reference Fluid with a Point in the User Database
Important: Associating a Reference fluid with a Point before you create any Samples below the Point
means that the chemical properties for the Reference fluid will be bound to every Sample you create for
this Point.
Important: You cannot create a Point, create your Samples for that Point, then go back and assign the
Reference fluid to the Point, because the Reference properties will not bind to the Sample-level after
the fact. There will be no Reference properties to compare against your test results.
When you try to test a sample with no Reference fluid properties, you will see an error message in the
FluidScan GUI: "Cannot find Reference 0."
If this happens, either delete the sample from the Point, associate a Reference fluid to the Point and
recreate the sample(s) or refer to the "Q1100 FluidScan User's Guide" and add the fluid as a "User
Fluid."
If you later change the Reference fluid associated with a Point, the historical samples will retain the
parameters of the original Reference fluid. New Samples will be bound to the properties of the new
Reference fluid.
Follow these steps to associate the Chevron Reference fluid you just created with a Point in the User
database.
1. From the User database, drill down to a Point that does not have a Reference fluid associated
with it. The Point icon will be blue.
2. Click the Assign Ref primary tab to display the Reference oil database:
94
Data Tab
The Data tab is a single column of Reference oil parameters and associated measurement values.
This list is the same as the Data tab under Trend Info primary tab when you select a Sample from the
User database:
96
Properties Tab
The Properties tab shows whatever you created in the Properties column of the Ref Info primary tab
when you were creating the Reference oil description.
98
Stat Plot Tab- Histograph Option
This plot shows the reference value relative to all samples that use this reference.
This is used for verifying that the reference value is appropriate for the samples to which it is being
applied.
This feature can also be used to set a reference value by either dragging the vertical line to the appro-
priate value of by pressing the Set Ref Value button, which would set it at the median value of 50%.
Save the new value.
You can also net all reference parameters using the Set/Save All button and establish reference values
when no Reference oil is available.
100
Changing a Reference Fluid Associated with a Point
For this example, assume you have a truck working exclusively in Florida and running happily on one
type of engine oil. Then it is sent to work in Alaska, so the likelihood is that you would want to fill the
reservoir with an entirely different engine oil.
Or, as sometimes happens, a manufacturer changes the formula of a particular oil.
You can associate the new Reference oil by following the procedure described above, but, the
properties of the new Reference oil will only propagate down to samples that you create after the
change.
Any historical samples that were created before the change will retain the properties of the old
Reference oil.
The only Reference oil that matters is the one assigned at the Sample level. If you change a Reference
oil value or an alarm threshold and re-run a test on a sample assigned to the old Reference oil, you will
get new test results.
For example, suppose the dielectric on a Reference oil is reformulated down by 0.10 units. When you
recalculate the alarms for a database, then all the places where that Reference oil is assigned will imme-
diately show an increase of 10.0 in chemical index (Chen index = delta dielectric x 100) and almost
every test result will show an increased Chemical Alarm Status.
However, if you add a new Reference oil and assign it to the Point level but you do not change the Refer-
ence oil assigned to all the historical samples, then nothing will be changed when you recalculate the
alarms.
To correct this,
1. Click the Point you want to change and click the Assign Ref primary tab.
2. Locate the new Reference sample and click the << button.
3. Click the first historical sample to be changed to the new Reference oil.
4. Locate the new Reference oil and click the << button.
5. The Recalculate Alarms dialog box opens.
6. Click the Start button to recalculate the alarms for this sample.
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Overwriting Reference Fluids for Point and Sample
A somewhat different situation arises when you merge Reference fluid databases and you now have
duplicate Reference samples. In this case, you can supersede the Reference fluids assigned at the Point
level and Sample level for future samples.
One of the duplicate References will be assigned and the other duplicate references will be deleted.
To do this, right-click at the top level of the Reference database tree on the Assign Ref tab, and then
choose the Enable Global Supersede and Lock DB menu item.
You will see an information dialog box similar to this:
After this, drag and drop a Reference oil sample to assign that particular fluid to all Samples and Points
where the old Reference oil was previously assigned. After completing the global supersede function,
right-click at the top level again to Enable Default Supersede and Unlock DB.
®
The results of a query are shown as a list similar to the LIMS Batch Info display. You have full access to
all the reporting options for the list; refer to Batch and Route Testing on page 29
Generating a Schedule
This menu option generates a list of samples that are due based on the Current date and Look Ahead
date.
Press Start to generate the list:
104
105 Doc. p/n 100-00087 Rev. A
8 Point Info Primary Tab
This is the default primary tab that you would use to create a new Point-level entry beneath any piece
of Equipment defined in the User database.
You can also use it to edit an existing Point-level entry, as it will open by default whenever you click on
a Point in the User database.
This chapter describes the following:
General Tab, below
Scheduling Tab on page 109
Test and Display Filter Tab on page 110
Internal Tab on page 111
Process Tab on page 112
External Tab on page 113
P1 Tab on page 114
P2 Tab on page 115
P3 Tab on page 116
General Tab
Provides general information about a particular Point.
106
Point ID - A three-character designator you select to differentiate between all the Points below the
Equipment-level.
Description - This field of up to 28 alphanumeric characters describes the current point and should be
as descriptive and unique as possible.
Lab Unit ID - This field can be used to enter an alphanumeric identification when using an oil lab other
than the CSI Trivector Laboratory. Note: This identification must be unique throughout all of your data-
bases.
Report Language - The language used to translate the test on the Sample Trend and Minilab reports.
The diagnostic must be written in the selected language. The other test is translated on the Setup
primary tab - Translation secondary tab.
Report Group - This field selects the report group (1 - 8) that determines the layout of the sample
report. Refer to Analysis Parameter (AP) Sets and Alarm Limit (AL) Sets on page 59
Usage Units – These units are used to specify the amount the unit (measurement point) has been in
operation (for example, the number of hours, days, distance it has been running). This unit of measure
applies to both the quantity of usage for the unit as well as the quantity of usage for the oil in the unit.
This should not be confused with the units below that refer to the quantity of oil in the unit.
Target Cleanliness - The ISO cleanliness code - 2 micron/5 micron/15 micron - that this equipment
should be operating at.
Lubrication System, Capacity – This is the oil capacity of the system and will be used to calculate oil
usage and system debris.
Lubrication System, Units – These units are used to specify the volume of the oil compartment as well
as the units used when entering the amount of oil added when a new sample is taken.
Analysis Parameter Set - This is the listing of all of the measurement parameters for which you intend
to collect data. Click on this field to assign an AP Set from the list of predefined sets to the selected
measurement point.
We recommend that you use the Spectro AP Set as we have created list AP Set of best parameters
based on experience and testing. You can have up to 96 parameters in an AP set, so you have room to
customize, or even create a totally custom AP Set if necessary. Spectro supplies default AL Sets
matched to the Spectro AP set; this is not the case if you create your own AP Set. Refer to Analysis
Parameter (AP) Sets and Alarm Limit (AL) Sets on page 59 for more information.
Equipment Type - Clicking on the button on the right side of this field brings up a tree list of Equipment
types. Once you have selected the Equipment type, you must then select the corresponding AL Set.
Alarm Limit (AL) Set - Used to assign an AL Set from the pop-up window containing a list of predefined
sets to the current Point.
The AL Set is the list of alarms for the Point. If you have selected the Spectro AP Set, the AL Set will
automatically be generated when you select an Equipment Type:
Note: We suggest when specifying a new Equipment-level entry, you begin by using the default AP
and AL Set for the first three months or so at your discretion. Then gradually increase or decrease
alarm limits so that approximately 10% of your equipment is in the highest alarm level and another
10% is in the second alarm level.
108
Scheduling Tab
Set up sampling schedules with a right click on the appropriate date. You should setup the schedule
for at least one year in advance, although you can set one up for as far in the future as you want.
Printing Sample Labels for Scheduled Samples
Printing of sample labels for due samples is done on the Q (Database Queries) tab at the bottom of the
database tree.
Mini-lab Tests -
Criticality - The relative impact of a failure of this equipment on overall plant operation. This function
enables you to specify one of five levels of criticality for this piece of equipment.
All Other Tests-
110
Internal Tab
You can use these fields to document reference information that may be useful in detailed oil analysis
and root cause diagnosis.
General - If process contamination of the oil is possible, identify if this can cause the oil to become
chemically neutral, acidic, caustic, or unknown.
Gas - If the processed material is a gas, enter the kind.
Liquid - If the processed material is a liquid, enter the kind.
Solid - If the processed material is a solid, enter the kind.
Transformer - If the Equipment is a transformer, indicate the rated features.
112
External Tab
This allows you to select parameters for the physical working environment.
114
P2 Tab
Displays different parameters applicable to oil-wetted parts:
116
9 Data I/O Primary Tab
This section describes various ways to import and export information using the Data I/O secondary
tabs.
Note: You must configure your E-mail connection in the Setup -> E-mail tab before you can connect.
This chapter describes the following:
Import Lab E-mail Tab, below
Import Lab File Tab on page 118
Database Export Tab on page 118
Statistics Export Tab on page 119
Logon - Press this button to log onto your E-mail system. Once you have logged onto the E-mail then
this button will change to Logoff so that you can disconnect once you have completed importing data.
Import - Once logged-on, the system will search for all E-mail messages whose subject contains the
phrase Lab Data. This enables the system to distinguish E-mail messages containing lab data file attach-
ments from other E-mail messages. A list of these E-mail messages is then displayed. To import the
data from each E-mail, click on the E-mail message to select it and then press the Import button.
Once the data have been imported, the attached file containing the data is automatically archived in the
Lab Export/Import directory which is setup under File Locations on the Setup tab. The E-mail message
is then automatically deleted. If for some reason you need to re-import that data then use the Import
Lab File tab to import the data from the file in this location.
Delete - Use this button to manually delete an E-mail message.
Cancel - This button stops an import before it is complete. There may be a short delay before the
import stops.
Lab File Type - See next section for details.
Import Into - See next section for details.
117
Import Lab File Tab
This tab is used to import lab data from oil laboratories. Before using this function, you must have
already obtained the file to be imported. Sources might be the internet, an E-mail, a USB drive, etc.
Lab Type - These are the currently supported download formats. If your oil laboratory is not rep-
resented, Spectro can provide them with a specification for the Generic file format.
Data File - allows you to browse the computer to find the file that is to be imported.
Import Into - This option either selects the current database (fastest) or all the databases in the RBMad-
min group.
Start - Click to begin the import process.
Save As - The name of the file that will contain the exported data.
CSI Generic (.zip) using the Lab Unit ID as the key for data import
119
10 Setup Primary Tab
The Setup primary tab and its associated secondary tabs allow you to specify operating characteristics
of the OilView hardware and software.
This chapter describes the following:
System Tab, below
Trend Tab on page 121
Translations Tab on page 122
Severity Codes Tab on page 123
Setup Primary Tab on page 120
DB Level Names Tab on page 124
Labels Tab on page 125
Lab Labels Tab on page 126
Reports Tab on page 127
E-mail Tab on page 128
System Tab
This allows the system administrator to set the security status for data editing and data entry within
the OilView software. This is also where you assign someone Advanced User status.
The remaining functions are not used in the normal operation of the OilView software. They are tools
that you may need to use when communicating with customer support.
Read Only - You are allowed to download data into the OilView database, and the ability to view and
print plots and reports. .
Advanced User - This option places the software in the Advanced User mode and allows the admin-
istrator of the OilView software to set up or edit Areas Equipment, Points, and other technical inform-
ation. When this option is selected, the “grayed out” primary tabs that are not available to the “read
only” user are now accessible.
Pause on Daily Tip – If you do not have time to read the daily tip this option will pause the software for
you.
Mini-Lab Demo Mode – Switches the software into demo mode whereby the running of the MiniLab
instruments can be simulated without actually having them connect to the computer.
Let lab alarm levels override user alarms on import – By default when importing lab data the lab sever-
ity is stored with the user severity, which is calculated based on alarm limits. This option disables the
calculation of user severity based on stored alarm limits and instead sets the user severity equal to the
severity imported from the lab. This is essential if the alarm limits have not been correctly set up.
Let user alarms override lab alarms at overall level – When importing data the user set alarms are used
to override the overall (Wear, Contamination and Chemistry) alarm severities.
Disable RBMview connection (restart after change) – On slow networks and if not using RBMview for
reporting, then this option disables the connection. You have to restart OilView for this to take effect.
120
Disable auto problem creation in RBMview – When diagnosing a sample in Sample Info tab , the obser-
vations and actions are automatically sent to RBMview. This option disables auto sending and requires
the user to manually post the diagnosis to RBMview if required.
Disconnect Actions from Observations – There are times when the actions associated with obser-
vation may not be appropriate. This option disables the relationship. The user must then manually add
the required actions for the selected observations.
Print WDA Analyst diagnosis grid – The WDA analyst report will append the WDA matrix grid if this
option is selected.
Skip Edit on Sample Add – The sample will be added without displaying the edit sample screen.
Rename Log File - This function allows you to rename the current log file. This feature can be used, for
example, to create multiple log files during a software troubleshooting session.
Clear Log File - This function clears the existing log file and begins writing new data.
Trend Tab
All Data – plot all data on trend plots.
Last – plot the last “n” samples on trend plots. You select the number of samples.
Start Date –Plot all sample data after the start date on trend plots.
122
Severity Codes Tab
During the diagnosis process there are up to five levels of severity ranging from Normal to Extreme.
Note: Default terms for these levels are provided; however, you can use this window to specify your
own terminology.
You can also choose to use only three severity levels.
When renaming the severity codes with this option, the actual levels are not changed, only the name
associated with the particular severity code.
Severity is ranked from 0 = Normal to a value between 1 - 100:
124
Labels Tab
Use this function to set up the dimensions of the labels being used on sample bottles.
Label Printer - Select the appropriate printer. Labels can either be printed form sheets or single labels
depending on the printer selected.
This enables printing labels on a specific printer rather than the system default printer.
Default Labels - Select a default label size.
126
Reports Tab
The name and address appearing on several reports may be customized as shown below. You may also
use your own logo by specifying the location of a graphic.
Report Colors - This sliding color level is used to tone down the colors on trend plots or on printed
reports.
Your internet service provider will provide you with a user name, E-mail address, password, SMTP
host name and POP3 host name. Enter these in the appropriate fields and then test the connections
using the Test SMTP and Test POP3 buttons.
Select Fax Printer - LIMS enables the automatic faxing of reports. This is enabled by setting up a fax
printer.
By default, the tree will show the status for all available technologies. However, applications may set a
filter to limit the number of technologies for which status is displayed. For example, OilView may
choose to set a filter to only display Oil Technology statuses.
You can also click Use these filters for all programs to turn on the filters for all the technologies. Doing
so changes the dialog box heading to Global Alarm Tree Filters.
LIMS
Lab Options – Reserved for the Trivector lab.
128
Display Customer Level – The customer level in the RBM database groups areas under a given cus-
tomer. This option is activated here.
Print lab label @ login – This option activates the automatic printing of lab labels one at a time as
samples are logged into the LIMS batch system. You need a label printer to use this option.
WDA Overview
Wear debris analysis is performed on an oil sample and may include one or more photomicrograph
images. Some of the actions within this tab are pertinent to a specific image and others are pertinent
to the oil sample which may have no images, one image, or several images.
In effect, wear debris analysis introduces another level below the Sample level on the User Database
tree—the Image level.
Important: You need to pay particular attention when you are recording information in the WDA
primary tab as to whether it is being applied to one specific image or to the sample.
130
• Full bandwidth PCI bus mastering read and write (up to 132 Mb/sec)
• One available PCI 32-bit bus master expansion slot
• Interpolated scaling in x and y directions
• Digital control of offset, gain, brightness, contrast, hue, and saturation
Image Caption X
Image Note X
132
Capturing Images Through the Microscope
This diagram shows the options available on the toolbar. Add, Capture and Annotate are described in
this section; the others are described in the Measuring Image Size section that follows.
Photographs taken through the microscope are captured using the Capture Image button.
Photographs can also be imported using the Add Image from External File button.
Multiple images can be scrolled through using the left and right arrow buttons.
Each image can be given a caption and note with the Annotate button. These notes and captions
remain associated with the image and are not passed on to the sample record.
Notes added to the WDA Sample Diagnosis field are copied to the sample record under the Sample Info
tab. These notes apply to any or all images for a given sample.
The WDA grid includes five pages. Each page represents an analysis of a different group of particles.
To do this analysis you can select one item from each column for each group which most closely
describes the group.
There are ten categories of analysis for each group of particles:
Concentration - A relative comparison of the concentration or amount of particles in the group.
Average Size - The average size in microns for the particles represented in this group.
Max Size - The maximum size particle in the group.
134
Measuring Image Size and Particle Density
Particle sizes as defined as follows: Fine <6u, Small 6-14u, Medium 14-40u, Large 40-100u, and Huge
>100u.
Important: Before you can measure the size of particles in the captured image, you must calibrate the
microscope as described in the microscope setup and calibration guide on the document CD.
Important: You must enter the magnification and zoom settings when the image is captured.
To measure the particle size,
1. Click the Measure particle size button.
2. Position the cursor near the particle, click the left mouse button, and then draw a rectangle
around the particle. The size of the particle is shown in the popup dialog box.
136
Sample Atlas Tab
This tab is used to compare images from the WDA Atlas with sample images and to import analysis res-
ults accompanying the atlas image over to a selected group in the sample image:
The left photograph is functionally the same as it is on the Sample screen, except that you cannot edit
the caption, notes, or select through the wear debris analysis grid.
The right photograph is one from the atlas. If no atlas image is present then you may scroll through the
tree on the lower right to select and view until you see one that looks like the sample image.
The Show Analysis button displays the WDA matrix settings for the selected atlas image.
Once you have found an image that has features you want ported over to the WDA, select one of the
five groups on the lower left and then select the <<< button. This automatically replaces entries in
that analysis group with those from the atlas image.
Go back to the Sample tab to edit these entries to exactly fit your analysis of the sample.
The tree on the upper left is used to select the image to be viewed, and the note field below the tree
contains information relevant to this image.
The wear debris analysis grid below the image represents the most obvious group of particles in the
atlas image. There is only one group of particles represented in this grid.
To add images to the atlas, first use a right mouse click on a tree folder and select the Add Child Folder
option. Then use either the Add file or Capture buttons below the photograph to add an image to the
folder. These work the same as they do for the Sample images.
138
Analyst Tab
The Analyst tab displays multiple sample images simultaneously for easier classification and diagnosis:
140
Making Patches
Follow these steps to make a patch:
1. Prepare filter for rinse solvent - Unscrew the two sections of the 25 mm filter holder, and use
forceps to center a 25 mm white filter disc on the perforated plastic support in the lower
section of the filter holder. Place a stainless steel screen on top of the filter, and reassemble the
holder:
2. Prepare filtered solvent dispenser - Remove the plastic cap from the spout of the wash bottle
and twist a 25 mm filter holder onto the spout. Fill the bottle with the proper solvent for the
hydraulic fluid to be tested, and close the bottle with a vented screw cap. Use the spout cap
and the solid screw cap to prevent spillage when storing the filled bottle:
3. Assemble test filtration apparatus - Remove the 47 mm filter holder assembly from the vacuum
filtration flask if necessary, using the butt end of the forceps to pry against the flask rim at the
cutout slot. Invert the holder assembly and install it on theflask, with the funnel up and the
seating holder base flange resting evenly against the flask rim:
5. Install the test filter - Remove the funnel from the test filter holder by turning the knurled ring
from right to left until free, then lifting. Using forceps, center a 47 mm white test filter disc on
the wire mesh support screen. Replace the funnel and retighten the knurled ring to seal the
filter in place:
142
6. Attach syringe vacuum pump - The free end of the flexible tube attached to the syringe is fitted
with a small nylon adapter. Insert the adapter firmly into the small hole on the side of the filter
holder base. The tube and adapter are normally left attached to the syringe for storage, but can
be removed for cleaning:
7. Rinse sample bottle and collect sample - Rinse out the inside of a clear plastic bottle with
filtered solvent, then discard the used solvent. Fill the sample bottle to the shoulder point with
the test fluid and cap securely:
9. Rinse the contamination from the sample bottle - Fill the test sample bottle one third full with
filtered solvent, shake thoroughly, and pour the solvent into the funnel as soon as the level of
fluid in the funnel permits. Operate the syringe again to sustain filtration if necessary, but do
not allow the level of fluid to drop to the filter surface before you do Step 11 below:
144
10. Rinse contamination from funnel walls - When the sample level in the funnel drops to the
narrow neck of the funnel, wash down the inner surfaces of the funnel with a stream from the
filtered solvent dispenser. Note: Do not let the solvent stream directly strike the test filter:
11. Check rinse-through of sample fluid - Continue filtration until all the fluid has passed through
the filter. Remove the funnel, leaving the filter in place, and inspect the filter surface. If the
central area of the filter is pink, indicating insufficient rinsing, replace the funnel and aim a
stream of filtered solvent against the funnel walls until fluid reaches the top of the funnel neck.
Work the syringe again to draw all the fluid through the filter.
146
12 Troubleshooting
This chapter provides information that may help you troubleshoot issues.
The device is still working correctly, but it is hanging and waiting for a response from you.
To resolve it, make sure the device GUI for the FluidScan and Viscometer, and the LNF management
software GUI for the Q230 is reset to the Main Menu. This will clear the message and allow you to con-
tinue.
Error Tracing
These options are for use only when working with Technical Support and you are resolving a problem.
Test Modes
Diagnostics – Enables MiniLab 53 instrument diagnostics. These features are used for diagnosing prob-
lems in conjunction with Technical Support.
Add Sample With Start - When a new test is started with any of the MiniLab 53 instruments, you are
automatically prompted to enter a new sample number. When this box is checked, if the sample
already exists then it is used; otherwise, a new sample is added.
Verbose – More detailed errors and warnings. These features are used for diagnosing problems in con-
junction with Technical Support.
Data Collection Mode – Used in a WAN installation
Data Analysis Mode – Used in a WAN installation
Data Edit/Entry
This function is used to change the security level in the OilView software.
147
"Cannot Find Reference 0" Message
If you see this message in FluidScan, it is because you created the Sample before you assigned a Refer-
ence fluid at the Point level.
You can follow the instructions in the GUI to locate the appropriate Reference oil in the internal data-
base and continue the test. but this is only recommended for a very small number of samples and it will
not work if the sample is part of a batch that will be re-tested over and over or is likely to become part
of a batch.
The best alternative is to locate the Point, delete all samples created beneath it, assign the Reference oil
to the Point, then recreate the samples. This will propagate the Reference oil to the sample level.
Refer to Managing the User and Reference Databases on page 76 and
149
Property UOM Keyword Description Generic Tag C OV Params
#ml>15 use
MDiamCum15 #/ml MDiamCum15 MDIAMCUM15 5 MxD>15
MxDia
#ml>20 use
MDiamCum20 #/ml MDiamCum20 MDIAMCUM20 5 MxD>20
MxDia
#ml>25 use
MDiamCum25 #ml MDiamCum25 MDIAMCUM25 5 MxD>25
MXDia
#ml>50 use
MDiamCum50 #ml MDiamCum50 MDIAMCUM50 5 MxD>50
MxDia
#ml>100
MDiamCum100 #ml MDiamCum100 MDIAMCUM100 5 MxD>100
use MxDia
Max diam in
MDiamMaxSize microns MDiamMaxSize microns use MDIAMMAXSIZE Mx D Sz
MxDia
Mean diam in
MDiamMeanSize microns MDiamMeanSize microns use MDIAMMEANSIZE Me D Sz
MxDia
StDev all diams in
MDiamStdDev microns MDiamStdDev microns use MDIAMSTDDEV StD D Sz
MxDia
ISO44406>4
ISO4 n/a ISO4 PC_R2 3 ISO>2
microns
ISO44406>6
ISO6 n/a ISO6 PC_R5 3 ISO>5
microns
ISO44406>6
ISO14 n/a ISO14 PC_R15 3 ISO>15
microns
NAVAIR n/a NAVAIR NAS1638 code PC_NAS NAS 1638
CHA(RN) n/a CHA(RN) CHA(RN) code CHARN CHA(RN)
HAL n/a HAL HAL code HAL HalCode
#/ml>5 use equiv
CDiamCum5 #/ml CDiamCum5 CNT>5 Cnts>5
cir
#/ml>15 use
CDiamCum15 #/ml CDiamCum15 CNT>15 Cnts>15
equiv cir
#ml>20 use
CDiamCum20 #/ml CDiamCum20 CNT>20 Cnts>20
equiv cir
#ml>21 use
CDiamCum21 #ml CDiamCum21 ? 4 ?
equiv cir
#ml>25 use
CDiamCum25 #ml CDiamCum25 CNT>25 Cnts>25
equiv cir
#ml>50 use
CDiamCum50 #ml CDiamCum50 CNT>50 Cnts>50
equiv ci
#ml>100 use
CDiamCum100 #ml CDiamCum100 CNT>100 Cnts>100
equiv cir
Free water in
WaterIndex ppmv WaterIndex WATERIDX Water Index
ppmv
151
Property UOM Keyword Description Generic Tag C OV Params
#/ml > 20 use
OxideCum20 #ml OxideCum20 MxDia oxide OXIDECUM20 5 MxD Ox >20
particles
#/ml > 25 use
OxideCum25 #ml OxideCum25 MxDia oxide OXIDECUM25 5 MxD Ox >25
particles
#/ml > 50 use
OxideCum50 #ml OxideCum50 MxDia oxide OXIDECUM50 5 MxD Ox >50
particles
#/ml > 100 use
OxideCum100 #ml OxideCum100 MxDia oxide OXIDECUM100 5 MxD Ox >100
particles
MxDia oxide
OxideMaxSize microns OxideMaxSize particle in microns OXIDEMAXSIZE Ox Mx Sz
use MxDia
#/ml > 20 use
OtherCum20 #ml OtherCum20 MxDia unclassed OTHERCUM20 5 MxD Ot >20
particles
#/ml > 25 use
OtherCum25 #ml OtherCum25 MxDia unclassed OTHERCUM25 5 MxD Ot >25
particles
#/ml > 50 use
OtherCum50 #ml OtherCum50 MxDia unclassed OTHERCUM50 5 MxD Ot >50
particles
#/ml > 100 use
OtherCum100 #ml OtherCum100 MxDia unclassed OTHERCUM100 5 MxD Ot >100
particles
MxDia unclassed
particles in
OtherMaxSize microns OtherMaxSize OTHERMAXSIZE Oth Mx Sz
microns use
MxDia
mean dia
unclassed
OtherCntMean microns OtherCntMean particles in OTHERCNTMEAN Oth Me Sz
microns use
MxDia
StDev dia
unclassed
OtherCntStdDev microns OtherCntStdDev particles in OTHERCNTSTDDEV Oth StD sz
microns use
MxDia
4 micron SAE
SAE4 n/a SAE4 SAE4 SAE 4
AS4059 code
6 micron SAE
SAE6 n/a SAE6 SAE6 SAE 6
AS4059 code
153
Property UOM Keyword Description Generic Tag C OV Params
Ferrous StDev all
FMDiamStdDev microns FMDiamStdDev diams in microns FMDIAMSTDDEV Fe StD Sz
use MxDia
Ferrous
FISO4 n/a FISO4 ISO44406 > 4 FISO4 Fe ISO >4
microns
Ferrous
FISO6 n/a FISO6 ISO44406 > 6 FISO6 Fe ISO >6
microns
Ferrous
FISO14 n/a FISO14 ISO44406 > 14 FISO14 Fe ISO >14
microns
Ferrous
FNAVAIR n/a FNAVAIR FNAVAIR Fe NAS 1638
NAS1638 code
Ferrous CHA(RN)
FCHA(RN) n/a FCHA(RN) FCHARN Fe CHA(RN)
code
FHAL n/a FHAL Ferrous HAL Code FHAL Fe HAL Code
Ferrous #/ml > 5
FCDiamCum5 #/ml FCDiamCum5 FCDIAMCUM5 Fe >5
use eqiv cir
Ferrous #/ml >
FCDiamCum15 #/ml FCDiamCum15 FCDIAMCUM15 Fe >15
15 use eqiv cir
Ferrous #/ml >
FCDiamCum20 #/ml FCDiamCum20 FCDIAMCUM20 Fe >20
20 use eqiv cir
Ferrous #/ml >
FCDiamCum21 #/ml FCDiamCum21 FCDIAMCUM21 4 Fe >21
21 use eqiv cir
Ferrous #/ml >
FCDiamCum25 #/ml FCDiamCum25 FCDIAMCUM25 Fe >25
25 use eqiv cir
Ferrous #/ml >
FCDiamCum50 #/ml FCDiamCum50 FCDIAMCUM50 Fe >50
50 use eqiv cir
Ferrous #/ml >
FCDiamCum100 #/ml FCDiamCum100 FCDIAMCUM100 Fe >100
100 use eqiv cir
Ferrous #/ml >
Fe MxD Ct >
FCutCum20 #/ml FCutCum20 20 use MxDia Ct FCUTCUM20 5
20
particles
Ferrous #/ml >
Fe MxD Ct >
FCutCum25 #/ml FCutCum25 25 use MxDia Ct FCUTCUM5 5
25
particles
Ferrous #/ml >
Fe MxD Ct >
FCutCum50 #/ml FCutCum50 50 use MxDia Ct FCUTCUM50 5
50
particles
Ferrous #/ml >
Fe MxD Ct >
FCutCum100 #/ml FCutCum100 100 use MxDia Ct FCUTCUM100 5
100
particles
Ferrous MxDia Ct
FCutMaxSize microns FCutMaxSize FCUTMAXSIZE Fe Ct Mx Sz
particle in microns
155
Property UOM Keyword Description Generic Tag C OV Params
Ferrous #/ml >
Fe MxD Ox
FOxideCum25 #/ml FOxideCum25 25 use MxDia FOXIDECUM25 5
>25
oxide particles
Ferrous #/ml >
Fe MxD Ox
FOxideCum50 #/ml FOxideCum50 50 use MxDia FOXIDECUM50 5
>50
oxide particles
Ferrous #/ml >
Fe MxD Ox
FOxideCum100 #/ml FOxideCum100 100 use MxDia FOXIDECUM100 5
>100
oxide particles
Ferrous MxDia
oxide particle in
FOxideMaxSize microns FOxideMaxSize FOXIDEMAXSIZE Fe Ox Mx Sz
microns use
MxDia
Ferrous#/ml > 20
use MxDia Fe MxD Ot >
FOtherCum20 #/ml FOtherCum20 FOTHERCUM20 5
unclassed 20
particles
Ferrous#/ml > 25
use MxDia Fe MxD Ot >
FOtherCum25 #/ml FOtherCum25 FOTHERCUM25 5
unclassed 25
particles
Ferrous#/ml > 20
use MxDia Fe MxD Ot >
FOtherCum50 #/ml FOtherCum50 FOTHERCUM50 5
unclassed 50
particles
Ferrous#/ml >
100 use MxDia Fe MxD Ot >
FOtherCum100 #/ml FOtherCum100 FOTHERCUM100 5
unclassed 100
particles
Ferrous MxDia
unclassed
FOtherMaxSize microns FOtherMaxSize particles in FOTHERMAXSIZE Fe Ot Mx Sz
microns use
MxDia
Ferrous mean dia
unclassed
FOtherCntMean microns FOtherCntMean particles in FOTHERCNTMEAN Fe Ot Me Sz
microns use
MxDia
Ferrous StDev dia
unclassed
FOtherCntStdDev microns FOtherCntStdDev particles in FOTHERCNTSTDDEV Fe Ot StD Sz
microns use
MxDia
Non-ferrous Max
NMDiamMaxSize microns NMDiamMaxSize diam in microns NMDIAMMAXSIZE Nfe Mx D
use MxDia
Non-ferrous Mean
NMDiamMeanSize NMDiamMeanSize
microns diam in microns NMDIAMMEANSIZE Nfe Me D
use MxDia
157
Property UOM Keyword Description Generic Tag C OV Params
Non-ferrous
StDev all diams in
NMDiamStdDev microns NMDiamStdDev NMDIAMSTDDEV Nfe Std D
microns use
MxDia
Non-ferrous
3
NISO4 n/a NISO4 ISO44406 > 4 NISO4 Nfe ISO >4
microns
Non-ferrous
3
NISO6 n/a NISO6 ISO44406 > 6 NISO6 Nfe ISO >6
microns
Non-ferrous
3
NISO14 n/a NISO14 ISO44406 > 14 NISO14 Nfe ISO >14
microns
Non-ferrous
NNAVAIR n/a NNAVAIR NNAVAIR Nfe NAS 1638
NAS1638 code
Non-ferrous CHA
NCHA(RN) n/a NCHA(RN) NCHARN Nfe CHA(RN)
(RN) code
Non-ferrous HAL
NHAL n/a NHAL NHAL Nfe HAL Code
code
Non-ferrous #/ml
NCDiamCum5 #/ml NCDiamCum5 NCDIAMCUM5 Nfe Cnts >5
> 5 use eqiv cir
Non-ferrous #/ml
NCDiamCum15 #/ml NCDiamCum15 NCDIAMCUM15 Nfe Cnts >15
> 15 use eqiv cir
Non-ferrous #/ml
NCDiamCum20 #/ml NCDiamCum20 NCDIAMCUM20 Nfe Cnts >20
> 20 use eqiv cir
Non-ferrous #/ml
NCDiamCum21 #/ml NCDiamCum21 NCDIAMCUM21 4 Nfe Cnts >21
> 21 use eqiv cir
Non-ferrous #/ml
NCDiamCum25 #/ml NCDiamCum25 NCDIAMCUM25 Nfe Cnts >25
> 25 use eqiv cir
Non-ferrous #/ml
NCDiamCum50 #/ml NCDiamCum50 NCDIAMCUM50 Nfe Cnts >50
> 50 use eqiv cir
Non-ferrous #/ml
NCDiamCum100 #/ml NCDiamCum100 > 100 use eqiv NCDIAMCUM100 Nfe Cnts >100
cir
Non-ferrous #/ml
Nfe MxD Ct
NCutCum20 #/ml NCutCum20 > 20 use MxDia NCUTCUM20 5
>20
Ct particles
Non-ferrous #/ml
Nfe MxD Ct
NCutCum25 #/ml NCutCum25 > 25 use MxDia NCUTCUM25 5
>25
Ct particles
Non-ferrous #/ml
Nfe MxD Ct
NCutCum50 #/ml NCutCum50 > 20 use MxDia NCUTCUM50 5
>50
Ct particles
Non-ferrous #/ml
Nfe MxD Ct
NCutCum100 #/ml NCutCum100 > 100 use MxDia NCUTCUM100 5
>100
Ct particles
159
Property UOM Keyword Description Generic Tag C OV Params
Non-ferrous mean
dia fatigue wear
NFatCntStdDev microns NFatCntStdDev NFATCNTSTDDEV Nfe Fg StD Sz
particle in microns
use MxDia
Non-ferrous #/ml
Nfe MxD Ox >
NOxideCum20 #/ml NOxideCum20 > 20 use MxDia NOXIDECUM20 5
20
oxide particles
Non-ferrous #/ml
Nfe MxD Ox >
NOxideCum25 #/ml NOxideCum25 > 25use MxDia NOXIDECUM25 5
25
oxide particles
Non-ferrous #/ml
Nfe MxD Ox >
NOxideCum50 #/ml NOxideCum50 > 50 use MxDia NOXIDECUM50 5
50
oxide particles
Non-ferrous #/ml
Nfe MxD Ox >
NOxideCum100 #/ml NOxideCum100 > 100 use MxDia NOXIDECUM100 5
100
oxide particles
Non-ferrous
MxDia oxide
NOxideMaxSize microns NOxideMaxSize NOXIDEMAXSIZE Nfe Ox Mx Sz
particle in microns
use MxDia
Non-ferrous #/ml
> 20 use MxDia Nfe MxD Ot >
NOtherCum20 #/ml NOtherCum20 NOTHERCUM20 5
unclassed 20
particles
Non-ferrous #/ml
> 25 use MxDia Nfe MxD Ot >
NOtherCum25 #/ml NOtherCum25 NOTHERCUM25 5
unclassed 25
particles
Non-ferrous #/ml
> 50 use MxDia Nfe MxD Ot >
NOtherCum50 #/ml NOtherCum50 NOTHERCUM50 5
unclassed 50
particles
Non-ferrous #/ml
> 100 use MxDia Nfe MxD Ot >
NOtherCum100 #/ml NOtherCum100 NOTHERCUM100 5
unclassed 100
particles
Non-ferrous
MxDia unclassed
NOtherMaxSize microns NOtherMaxSize particles in NOTHERMAXSIZE Nfe Ot Mx Sz
microns use
MxDia
Non-ferrous mean
dia unclassed
NOtherCntMean microns NOtherCntMean particles in NOTHERCNTMEAN Nfe Ot Me Sz
microns use
MxDia
161
14 Default Spectro AP Set Parameters
A maximum of 96 parameters can be included in an AP Set. The following list shows the 81 para-
meters in the default Spectro AP Set.
Note: this is not all available parameters, only pages where a Spectro AP Set parameter is selected.
Read top to bottom, left to right:
Continued...
162
Continued..
The following is a list of current Reference fluids and their Substance ID with the corresponding Fluid
Category.
165
237 Mobil 600w Super Cylinder Oil GEAR-SPLASH
238 Amalie Mercon V ATF Synthetic Blend GEAR-PRESSURE
239 Generic Industrial GEAR-PRESSURE
240 Texaco Rando HDZ 68 HYDRAULIC
241 Shell Tellus Oil S 68 HYDRAULIC
242 Shell Tellus Oil 46 HYDRAULIC
243 Mobil Delvac 80W-140 GEAR-SPLASH
244 Esso Gear Oil GX 85W-140 GEAR-PRESSURE
245 Jomo Dreamer ATF Special GEAR-PRESSURE
246 Shell Omala Oil 220 GEAR-SPLASH
247 Generic Petroleum Gear GEAR-SPLASH
248 Essolube Hydraulic 30W HYDRAULIC
249 Essolube Hydraulic 10W HYDRAULIC
250 Esso Gear Oil GX 80W-90 GEAR-SPLASH
251 Jomo Torcon AW18 HYDRAULIC
252 Shell Helix 40 ENGINE
253 Shell Rimula D 30 ENGINE
254 Exxon XD-3 ENGINE
255 Castrol Assuron 10W ENGINE
256 Castrol GTX High Mileage 10W-30 ENGINE
257 Mobil 1 0W-20 ENGINE
258 Mobil 1 Turbo Diesel Truck 5W-40 ENGINE
259 Mobil 1 High Mileage 10W-30 ENGINE
260 Pennzoil SAE 5W-30 Advanced Protection ENGINE
261 PittPenn Motor Oil SAE 40 ENGINE
262 Caltex 400 Multigrade 15W-40 ENGINE
263 Caltex 6000 SAE 40 ENGINE
264 Caltex Delo Gold 15W-40 ENGINE
265 Caltex Havoline Formula SAE 20W-50 ENGINE
266 Caltex Supreme Five Star SAE 40 ENGINE
267 Chevron Veritas 800 Marine 30 ENGINE
268 Kixx PAO RV 5W-40 ENGINE
269 Generic Reciprocating Engine ENGINE
270 Mobil Super 2000 5W-40 ENGINE
271 My Total Rubia ENGINE
272 Esso Racing 20W-50 ENGINE
273 Apolloil EX DH-1 10W-40 ENGINE
274 Jomo Delstar FX 15W-40 ENGINE
275 Shell Clavus Oil 68 CHILLER
276 Shell Tellus Oil 68 HYDRAULIC
277 Valvoline SYNPower 5W-30 ENGINE
278 Shell Vitrea Oil 68 TURBINE-STEAM
279 Exxon NutoH 68 HYDRAULIC
167
327 Generic Petroleum ASTM Petroleum Crankcase
328 Generic Gear/Hydro ASTM Polyol Ester
329 Generic Ester ASTM EP Gear/Hydro
330 Anderol Royco 555 (MIL-PRF-85734) TURBINE-AERO
331 Castrol Aero 40 (MIL-PRF-5606) TURBINE-AERO
332 Generic MIL-PRF-5606 TURBINE-AERO
333 AeroShell Fluid 4 (MIL-PRF-5606) TURBINE-AERO
334 PittPenn SAE 30 (MIL-PRF-2104G) ENGINE
335 PittPenn Gear Oil 80W90 GEAR-SPLASH
336 HATCO Corp MIL-PRF-23699 C/I TURBINE-AERO
337 Caltex Delo 1000 Marine SAE 30 ENGINE-HEAVY DUTY
338 Caltex Delo Silver SAE 10 ENGINE
339 Caltex Delo Silver SAE 30 ENGINE
340 Caltex Delo Silver SAE 40 ENGINE
341 Caltex Delo Silver SAE 50 ENGINE
342 Caltex Havoline Formula SAE 10W-30 (SL) ENGINE
343 Caltex Regal Marine 77 GEAR-PRESSURE
344 Caltex RPM XD SAE 40 ENGINE
169
415 Mobil 1 5W-30 ENGINE
416 Mobil 1 5W-30 Extended Performance ENGINE
417 Mobil 1 Turbo diesel 5W40 ENGINE
418 Mobil Clean 5000 10W-30 ENGINE
419 Mobil Clean 5000 10W-40 ENGINE
420 Mobil High Mileage 10W-30 ENGINE
171
670 Atlas Copco Roto Z COMPRESSOR
671 Mobil SHC 526 GEAR-SPLASH
672 Bel-Ray 100 Gear Oil 90 GEAR-SPLASH
673 Shell Rotella T 15W40 ENGINE
674 Terpel SAE 85W140 API GL-5/MT-1 GEAR-SPLASH
675 Terpel Marino TBN 70 ENGINE-HEAVY DUTY
676 Terpel Marino TBN 30 ENGINE-HEAVY DUTY
677 Terpel SAE 80W90 API GL-5/MT-1 GEAR-SPLASH
678 Terpel ATF Dexron III TRANSMISSION
679 Terpel Turbina O&R ISO 46 TURBINE-STEAM
680 Terpel Turbina O&R ISO 32 TURBINE-STEAM
681 Terpel Hidraulico ISO 68 HYDRAULIC
682 Terpel Maxter Progresa API CJ-4/SM, 15W40 ENGINE
683 Terpel Maxter Progresa API CI-4/SL, 15W40 ENGINE
684 Terpel FD-1 60W GEAR-SPLASH
685 Terpel 15W40 CI-4/SL ENGINE
686 Terpel DT CAT TO-4 10W ENGINE
687 Terpel DT CAT TO-4 30W ENGINE
688 Terpel DT CAT TO-4 50W ENGINE
689 ExxonMobil Mobilgard M50 ENGINE-HFO
690 Shell Spirax MA 80W GEAR-SPLASH
691 Shell Spirax G 140W GEAR-SPLASH
692 Shell Spirax 85W-140 GEAR-SPLASH
693 Shell Spirax G 90W GEAR-SPLASH
173
764 Cat DEO 10W30 ENGINE
765 Cat Hydo Advanced 10 GEAR-PRESSURE
766 Cat TDTO ENGINE
767 Cat NGEO EL350 ENGINE
768 Castrol Enduron Low SAPS 10W40 ENGINE-NAT GAS
175
920 Yancey Super HD 80W90 GEAR-PRESSURE
921 Mobil SHC 680 GEAR-SPLASH
922 Conoco Hydroclear Multipurpose R&O 220 GEAR-SPLASH
923 Mobil SHC 632 GEAR-SPLASH
924 Chevron Tegra Synthetic Gear Lube 460 GEAR-SPLASH
925 Chevron Rando HD 150 GEAR-SPLASH
926 Mobilgear SHC 320 GEAR-SPLASH
927 Chevron Rando HD 46 HYDRAULIC
928 Yancey AW 68 HYDRAULIC
929 Yancey Complex 150 GEAR-SPLASH
930 Shell Rimula Super 15W40 ENGINE
931 JP-8 N/A
932 Jet A N/A
933 OSP-HF-46 HYDRAULIC
934 BP Energol SHF-HV 100 HYDRAULIC
935 BP Energol SHF-HV 32 HYDRAULIC
936 BP Energol SHF-HV 68 HYDRAULIC
937 Castrol Hyspin AWH-M 100 HYDRAULIC
938 Castrol Hyspin AWH-M 68 HYDRAULIC
939 Castrol Hyspin AWH-M 32 HYDRAULIC
940 Castrol Alpha SP 220 GEAR-SPLASH
941 BP Energol OE-HT 30 ENGINE-HEAVY DUTY
942 Castrol Tection Global 15w-40 ENGINE
943 BP Energol GR-XP 150 GEAR-SPLASH
944 BP Energol GR-XP 100 GEAR-SPLASH
945 BP Energol IC-HFX 303 ENGINE-HEAVY DUTY
946 BP Energol IC-HFX 404 ENGINE-HEAVY DUTY
947 Chevron Oil FM ISO 460 GEAR-SPLASH
948 Chevron Tegra Synthetic Compressor Oil 68 COMPRESSOR
949 Milroyal AGMA Compounded Gear 7 GEAR-SPLASH
950 Chevron Oil FM ISO 100 GEAR-PRESSURE
951 Napa UFMO 15W40 ENGINE
952 Chevron Oil FM ISO 32 HYDRAULIC
953 Chevron Oil FM ISO 68 HYDRAULIC
954 Milton Roy EP 95 Lubricant GEAR-SPLASH
955 Milton Roy Hydraulic Fluid HYDRAULIC
956 Pulsalub #1 Hydraulic HYDRAULIC
957 WSP Duoprime Oil 90 HYDRAULIC
958 Micare TO-04 SAE10W ENGINE
959 Micare TO-04 SAE30W ENGINE
960 Micare TO-04 SAE50W ENGINE
961 Conoco-Phillips Syncon R&O 32 HYDRAULIC
962 Ingersoll Rand Compressor COMPRESSOR
177
1009 Shell Rotella T Triple Protection 15W-40 ENGINE-NAT GAS
1010 Chevron Delo 400 LE SAE15W-40 ENGINE-NAT GAS
1011 Mobil 1 Turbo Diesel Truck 5W-40 ENGINE-NAT GAS
1012 Mobil Delvac 1300 Super 15W40 ENGINE-NAT GAS
1013 Mobil Delvac 1 LE 5W-40 ENGINE-NAT GAS
1014 Mobil EAL 224H ENGINE-NAT GAS
1015 Royal Purple Synergy 150 ENGINE-NAT GAS
1016 Royal Purple ThermylGlyde 680 ENGINE-NAT GAS
1017 Royal Purple ThermylGlyde 150 ENGINE-NAT GAS
The following replacement parts and consumables are available from Spectro Scientific:
P/N Description
800-00019 MiniLab 53 Standard Accessories Kit:
LNF-509: LNF Calibration Check Fluid 2806
LNF-903: Q200 Series Preventive Maintenance Kit
LNF-545: Ferrous Calibration Fluid for Magnetometer
FL310: IR Check Fluid 5ml
P-11177: Positive Displacement Pipette 10-100 ul, box of192
P-11178: Pipette Tips 10-100 uL box of192
PV1026: Visc 120 Standard, 20 mL
PV1027: Visc 30 Standard, 20 mL
P-10739: Fuse SMD 1.5A 125V Fast Acting
MHM-10605: 10 mL plastic syringe, quantity 100
M99919: 4 oz ASP bottles, quantity 500
179
B Specifications
Product Information
Calibration Factory calibrated; field calibration not required. Validation standards sup-
plied
Operational Specifications
180
Sample Volume 5-30 mL varies with viscosity
Power Requirements
Mechanical Specifications
MiniLab 53:
35 cm x 50 cm x 53 cm (13.8" x 19.7" x 21")
Dimensions (HxWxD)
Homogenizer and Stand:
74 cm x 48 cm x 28 cm (29" x 18" x 11")
Weight (Minilab 53
14 kg (31 lbs)
with homogenizer)
Compliance