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Please fill in your manuscript title. Realtime lubricating oil analysis to predict equipment failure
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Abstract
Oil condition monitoring for rotating and reciprocating equipment has typically been laboratory based. A technician
or engineer collects a sample of lubricating oil and sends this to a laboratory for chemical analysis. After the
laboratory has performed the analysis the results are sent to the engineer to make decisions on the health and/or
condition of the machinery. This process can take up to 6 weeks, and consequently analysis may end up being
performed only quarterly with little likelihood of critical failures being pre-empted. The slowness of oil condition
monitoring analyses performed in laboratories has led engineers to substitute for real-time monitoring methods such
as vibration analysis and thermography. Nevertheless, the chemical composition of the lubricating oil remains the
gold standard for the diagnosis of machine health. The automation of methods for analysing the chemical
composition of lubricating oil in real-time would provide engineers with data on the immediate condition of a
particular piece of machinery, allowing the early diagnosis of incipient faults.
In this paper, we present a microfluidic technique that can perform real-time continuous monitoring of the chemical
composition of lubricating fluid from rotating and reciprocating equipment. Results from this technique both in
laboratory and field environments are comparable to conventional laboratory measurements. The microfluidic
technique exploits the flow of fluids within micrometre-dimensioned channel, permitting liquid-liquid diffusive
separation between otherwise miscible non-aqueous fluids. It can be shown that several fluids e.g. methanol,
hexane etc. can selectively extract target components in lubricating oil. Following an extraction, these components
can be quantified using a combination of optical techniques, e.g. UV/Vis, Infrared etc. This microfluidic technique
has been demonstrated for a range of lubricating oils with several acid, alkaline detergent, asphaltene/insoluble
content. This technology can potentially revolutionise the way oil analysis is carried out, automating and making the
process rapid and in real-time.
1.0 Introduction
Equipment reliability is an important factor for the oil & gas, marine and energy sectors that operate heavy machinery
in high cost and hard to reach environments. In these situations, equipment failure and subsequent downtime incurs
costs due to lost production in addition to other costs and as such attention is paid to equipment condition through
frequent or real-time monitoring (National Instruments, 2017; Salameh et al., 2018). Such monitoring informs the
maintenance regimes employed. Machine condition monitoring is viewed as a means to identify incipient faults on
production-critical machinery before any such fault occurs, as this can potentially put a halt to the production
process, requiring expensive repairs and lost revenue during downtime (Gresham and Totten, 2008; National
Instruments, 2017). To this end, technologies that permit real-time or frequent monitoring of machinery condition
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such as vibration analysis, thermography, acoustics etc. are leading the way for the early diagnosis of potential
machinery failure (Salameh et al., 2018). Whilst some of these techniques can suitably alert reliability engineers,
maintenance or asset managers within hours to days of a failure occurring, they leave no time to respond to the
developing failure. Consequently, reliability engineers, maintenance or asset managers rely on lubricating oil
analysis to give an early indication of a developing failure in machinery.
It has been regarded that the analysis of lubricating oil in rotating and reciprocating machinery has the potential to
offer great value to reliability engineers, maintenance and asset managers of such machinery (Poley, 2012; Zhu, et
al., 2015; Raposo et al., 2019). However, it appears that the true value of lubricating oil analysis for machine
condition monitoring has hitherto been unattainable because of the limitations in existing technologies. Primarily
there are two main ways for a reliability engineer to get a lubricating oil analysed to inform the decision-making
process for monitoring critical production and safety equipment; 1) utilise existing mobile (onsite) equipment or 2)
utilise a conventional commercial laboratory. Both approaches have their limitations.
Mobile onsite equipment which can typically range from single oil property sensors such as water, wear/debris,
viscosity sensors, etc. to multi oil property bench-top devices such as Fourier-Transform-Infrared spectrometers
(FTIR-devices), present challenges to engineers (Zhu et al., 2017). For instance, FTIR-devices require trained
specialists to interpret spectral data using complex chemometric models, and thus these devises are used by only
the biggest consumers of lubricating oil such as commercial laboratories (Wagner, 2014). There is an almost
universal reliance on centralised conventional laboratories for lubricating oil chemical compositional analysis as
these laboratories provide more information on the oils. The challenge in using such centralised laboratories is that
the lube oil analysis cannot be performed frequently or in real-time. This is because lubricating oil has to be sampled,
packaged and transported to a centralised laboratory for this to be analysed and results are sent back in a process
that can take 4-6 weeks. This makes the equipment monitoring process reactive with engineers making decisions
after the fact, with data that becomes very quickly out-dated.
Infrequent sampling and analysis of lubricating oil such as is currently practiced precludes the true value of
lubricating oil analysis to monitor machine condition. Moreover, whilst technologies like vibration analysis,
thermography, acoustics monitoring etc. have attained automation for real-time monitoring of machine condition,
lubricating oil analysis is still a very analogue process. In this paper, we investigate the potential of microfluidic lab-
on-a-chip techniques to perform real-time analysis of lubricating oil and forewarn of failure. We further explore the
potential to automate lubricating oil analysis processes. First, we compare the microfluidic lab-on-a-chip technique
with conventional chemical analysis. Secondly, after establishing the comparability of techniques we present the
results for a daily monitoring program performed on an offshore shipping vessel using the microfluidic Lab-On-A-
Chip (LOAC) technique. These lubricating oils were sampled from the portside (19 samples) and starboard (11
samples) engines of the vessel from 13 April 2018 to 10 May 2018. Three measurements were made; these are
Insolubles, Total Acid Number (TAN), and Total Base Number (TBN) contents.
2.0 Experimental Procedure
Analytical procedures are illustrated in Fig. 1, and the techniques used at each stage are described in the
subsequent sections.
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Fig. 1: Schematic representation of the analytical scheme used during this study, elucidating the alternative analysis techniques used for
lubricating oil.
2.1 Samples
Different brands and formulations of diesel, gas and motor sport engine oils were used in this study. In total we
present data for 60 lubricating oils as shown in Table 1. Oils include mineral, semi-synthetic and synthetic oils. The
lubricating oils used to compare microfluidic and conventional techniques were obtained from a shipping vessel
operator (20 lubricating oil samples) and an important lubricant manufacturer (10 lubricating oil samples), both of
whom for confidentiality reasons cannot be revealed.
To study changes in lubricating oil in an operating engine, samples were taken from four-stroke MAK diesel engines
operating a closed-loop lubrication system. Samples were collected by the vessel’s crew as they deemed feasible;
19 samples collected from a portside engine and 11 from a starboard engine. The engines were lubricated with
mineral oil. The operational period was 351 running hours for the portside engine and 156 running hours for the
starboard engine.
Table 1: Description of lubricating oils used in this study.
S/N Sample Lubricant Type Oil Condition
1 MSK 1-4 Mineral Oil Used marine diesel engine
oil
2 MSK 5-9 Mineral Oil Used marine diesel engine
oil
3 MSK 10-14 Mineral Oil Used marine diesel engine
oil
4 MSK 15-20 Mineral Oil Used marine diesel engine
oil
5 R 1-2 Synthetic Oil Used passenger car engine
oil
6 R3 Semi-Synthetic Oil Used car engine oil
7 R4 Synthetic Oil New motorbike engine oil
8 R5-10 Mixed Used gas engine oils
9 P1-19 Mineral Oil Used marine diesel engine
oil
10 S1-11 Mineral Oil Used marine diesel engine
oil
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solution with the end-point taken at the inflection in the resulting curve. TBN is then reported in mg KOH/g of oil.
3.0 Results
Results in this study are presented in two sections. Section 3.1 compares the LOAC method with conventional
methods and section 3.2 presents results of the continuous monitoring of a marine vessel diesel engine.
3.1 Methods Comparison: LOAC vs Conventional Methods
3.1.1 Insolubles
The insoluble content is described as any constituent of lubricant that is insoluble in n-alkane solvents such as
pentane or solvents like toluene; this may include, soot, asphaltene, other organic solids and wear/abrasion
products. Fig. 2 presents a comparison of the H-Cell method to the ASTM D 893 method for determining the
insoluble content in a range of sample types provided by the shipping vessel operator. The correlation between the
percentage values of insolubles for different lube oil samples determined by the ASTM D 893 and H-Cell methods
(fig. 2) is significant indicating that the different methods are at least comparable (significant for an alpha value of
0.001, r = 0.91 and n = 19). Fig. 2 shows that the data approximates a 1:1 gradient fit (thick black diagonal line)
where the insolubles content in the oil as determined by the standard method is high, the insolubles content
determined by the H-Cell method is also high and vice versa.
Figure 2: Graph showing Insolubles data obtained using H-Cell method compared to ASTM D893 method as analysed by the shipping vessel
operator. H-Cell method in % approximates a 1:1 gradient fit. Limit of detection (LoD) of H-cell method is given by intercept of red dashed line
on y-axis.
There can be an overestimation of the amount of insolubles in some samples when using the H-Cell method. This
overestimation is further highlighted by the Limit of Detection. The Limit of Detection (LoD) for the H-Cell method,
is depicted by the intercept of the red dashed line on the y-axis in fig. 2. The LoD shows that when the standard
method determines the insolubles content to be zero (0%), the H-Cell method will be 0.2%. Although, the
overestimation appears systemic, its significance relates to the evaluation of the residual life of an oil. Elevated
levels of insolubles in lubricating oil changes its physical properties, such as viscosity, and insolubles can
prematurely clog filters and increase abrasive engine wear (Knochen et al., 2004). Insolubles in diesel engine oils
range from typical values of 0.5% - 3%, so a 0.2% overestimation may not be significant until it gets to the upper
limit which the shipping vessel operator has reported to be 5%.
the different methods are comparable (significant for an alpha value of 0.001, r = 0.95 and n = 10).
A further inspection of Fig. 3 suggests that the H-Cell method consistently under-determines the TAN value in some
samples (filled black circles). The reason for this is that the H-Cell method targets the naphthenic acid species as
opposed to other acid species such as sulphuric acid. It is not expected that this would impact negatively on the
TAN value for the purpose of monitoring the condition of an engine. The H-Cell data may be corrected statistically
to reflect the underestimation (hollow circles) by using the LoD which falls within the margin of error for calibration.
Figure 3: Graph showing Total Acid Number (TAN) data obtained using H-Cell method compared to the ASTM D664 method as analysed in a
lubricant laboratory. H-Cell method in mg KOH/g approximates a 1:1 gradient fit but is underpredicted using the H-Cell method (fill black circles).
LoD of H-cell method is given by intercept of red dashed line on y-axis. When a correction factor is applied to the raw data using the LoD, under
prediction of TAN is improved (hollow circles).
Fig. 4: Graph showing Total Base Number (TBN) data obtained using the H-Cell method compared to ASTM D2896 method as analysed in a
lubricant laboratory. The H-Cell method in mg KOH/g approximates a 1:1 gradient fit but with 4 outliers. The outliers appear to be gas engine
oils.
Fig. 5: LHS- Percentage insolubles in lube oil from the portside engine of the marine vessel over the period of 13 April 2018 to 10 May 2018.
RHS- Percentage insolubles in lube oil from the starboard engine of the marine vessel over the period of 13 April 2018 to 03 May 2018. Red
broken arrow indicates trend over time.
Fig. 6: LHS- Acid content in lube oil from the portside engine of a marine vessel over the period of 13 April 2018 to 10 May 2018. RHS- Acid
content in lube oil from the starboard engine of a marine vessel over the period of 13 April 2018 to 03 May 2018. Red broken arrow indicates
trend over time.
Fig. 7: LHS- Total Base Number content in mg KOH/g of lube oil from the portside engine of a marine vessel over the period of 13 April 2018 to
10 May 2018. RHS- Total Base Number content in mg KOH/g of lube oil from the starboard engine of a marine vessel over the period of 13 April
2018 to 03 May 2018. Red broken arrow indicates trend over time.
TBN varies far less about its mean or central tendency than TAN or insoluble content, likely reflecting the oil top-up
regime used by the crew. For the portside engine it is notable that subsequent to the 20th April TBN is more likely
to be less than the mean value (red line in fig. 7). This corresponds to the onset of high TAN values shown in fig. 7,
implying that the alkaline reserve is being drawn down, but not in a systematic way. However, there is no simple
correlation observed between TAN and TBN in the portside engine. For the starboard engine, excepting one very
high value, over time there is a decrease in TBN that matches an increase in TAN. These trends might reasonably
be expected as the detergent additives in lubricating oils are formulated to be consumed during oil aging and
exposure e.g. the alkaline reserve and basicity of the oil becomes gradually depleted and neutralised by various
oxidation by-products (Mortier et al., 2011; Soleimani et al., 2013). Ideally, the depletion of alkaline reserve will
indicate to engineers where to direct focus for maintenance purposes but in this case, the true rate of depletion may
be masked by fresh oil dilution and it is likely that the portside engine warranted intervention at the onset of the
study. The higher levels of alkaline reserve in the portside engine compared to starboard engine may represent the
vessels owner being aware of this, and maybe the product of the top-up regime.
4.0 Discussion
4.1 Precision and Sensitivity
Table 2 presents precision and sensitivity of the LOAC methods and compares this to the ASTM standards used in
this study. Repeatability of the LOAC and ASTM methods were assessed by determining the standard deviation of
all processed samples, obtaining their deviation from the mean and expressing these as a relative standard
deviation in percentage. The repeatability for the LOAC appears better than the ASTM method for Insolubles and
TBN measurements. Low repeatability for ASTM D 893 likely derives from difficulty in weighing small amounts of
insolubles in the gravimetric method, whereas low repeatability for ASTM D 2896 likely derives from reading the
end-point in the titration. ASTM has better repeatability for TAN; this appears consistent with Alabi et al., 2014 and
Alabi 2015. LOAC appears sensitive at detecting very low concentrations of TAN and insolubles but not TBN. This
might be because of the variability in sample types used in this study, i.e. mix of diesel engine oil and gas turbine
oils which have differing TBN profiles for their respective uses.
Table 2: Precision and Sensitivity
Technique Method %RSD LoD
Insolubles TAN TBN Insolubles TAN (mg TBN (mg
(%) KOH/g) KOH/g)
LOAC H-Cell 41 46 14 0.2 0.4 5.5
Microfluidic/Gamma
Ray
ASTM D 893 48
D 664 40
10
D 2896 43
D 5185