SYMPOSIA PAPER Published: 01 December 2022
STP163420200090

Suggested Sampling Methods for In-Service Oil and Grease-Lubricated Equipment

Source

The term “oil/grease sampling” has taken on many definitions depending on the application and user's experience. Techniques for collecting samples can vary widely with a single location or from one individual to another. The wide range of variability has a major effect on the data and justifies this practicing guideline. The purpose of this guide is to provide best practices for sampling in-service lubricant to decrease the variability between used oil-analysis samples and improve the effectiveness of the data to make the resulting maintenance actions more meaningful and impactful as they relate to equipment safety, reliability, and life span. For the purposes of this guideline, equipment is divided into groups on the basis of the techniques needed to satisfy sampling in general reservoirs; low-, medium-, and high-pressure circulating lubricant systems; small reservoirs; hostile environments; and grease-lubricated applications. In each category, basic, better, and best practices are provided. The basis for the best practices are provided in ASTM D8112, Standard Guide for Obtaining In-Service Samples of Turbine Operation Related Lubricating Fluid, and ASTM D7718, Standard Practice for Obtaining In-Service Samples of Lubricating Grease; however, additional applications and equipment-specific direction are provided here to better serve anyone involved in taking used oil and grease samples or utilizing the data provided by such samples. The scope of this guide does not aim to include unused (new) lubricant, certain types of marine or other equipment with once-through/total-loss lubrication systems, or insulating fluids such as those used in transformers. Some of those sampling practices that are not applicable here can be found in ASTM D4057, Standard Practice for Manual Sampling of Petroleum and Petroleum Products, and ASTM D923-15, Standard Practices for Sampling Electrical Insulating Liquids. The goal is to produce an evolving sampling guideline document for practicing end users throughout the world.

Author Information

Bunchek, Victoria
Trico Corporation, Pewaukee, WI, US
Dalley, Raymond
Trico Corporation, Pewaukee, WI, US
Hall, Bernie
Checkfluid Inc., London, CA
Staniewski, George
, Mississauga, CA
Wurzbach, Richard
MRG Laboratories, York, PA, US
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Details
Pages: 1–21
DOI: 10.1520/STP163420200090
ISBN-EB: 978-0-8031-7715-4
ISBN-13: 978-0-8031-7714-7