Extending Fluid Life Saves Money and Helps the Environment

Our mission is to make our customers as efficient as possible, and we achieve that with the highest quality filtration products and total system cleanliness strategies to maximize uptime, productivity and prevent costly fluid contamination related failures. Been there. Done that. Going to do it again tomorrow. But that's not the only way we make our customers efficient. Extending the useful life of in-service fluids pays big dividends in reliability, saves money on premature fluid replacement costs, and reduces the environmental impact of industry by reducing the amount of fluids used and discarded. Enhancing reliability, saving money, and protecting the environment are not only good business, they're our responsibility. To help reduce oil usage, let's first understand why fluids are condemned and prematurely replaced. 

ISO Cleanliness Codes Explained

The ISO Cleanliness Code (per ISO4406-1999) is used to quantify particulate contamination levels per milliliter of fluid at 3 sizes - 4µ, 6µ, and 14µ. It is expressed in 3 numbers (example 19/17/14) where each number represents a contaminant level code for the correlating particle size. The code includes all particles of the specified size and larger.It is important to note that each time a code increases, the quantity range of particles is doubling. Inversely, as a code decreases by one the contaminant level is cut in half. 

Throughout the first three entries in this series (find parts one, two and three), we've discussed the difference in two filter element testing methods, ISO16889 and DFE. We've also illustrated how many elements fall short of their stated beta ratio under dynamic flow conditions. Today we'll wrap it up with simulated cold-start tests.

DFE Multi-Pass: Cold Start Contamination Retention

Once the element has captured enough contaminant to reach approximately 90% of the terminal ΔP (dirty filter indicator setting), the main flow goes to zero and the injection system is turned off for a short dwell period. Then the main flow goes to maximum element rated flow accompanied by real-time particle count to measure retention efficiency of the contaminant loaded element. The dynamic duty cycle is repeated to further monitor the retention efficiency of the filter element after a restart.

Last week we covered the differences between the ISO16889 Filter Test Procedure and the DFE Filter Test Procedure. This week we illustrate the difference between elements engineered to retain particles during dynamic flow conditions and those that are engineered only to pass the ISO16889 test. (Looking for previous posts? Find parts one, two and four.)

Last week, in part one, we briefly discussed how filter elements are rated by manufacturers. This week we're discussing the industry standard ISO16889 multi-pass test and Hy-Pro's standard, the DFE test. (Already read part two? Read parts three and four.)

Current Filter Performance Testing Methods

To understand the need for DFE, it is important to understand how filters are currently tested and validated. Manufacturers use the industry standard ISO16889 multi-pass test to rate filter efficiency and dirt-holding capacity of filter elements under ideal lab conditions.

Figure 1 depicts the test circuit where hydraulic fluid is circulated at a constant flow rate in a closed-loop system with on-line particle counters before and after the test filter. Contaminated fluid is added to the system at a constant rate. Small amounts of fluid are removed before and after the filter for particle counting to calculate the filter efficiency (capture). The capture efficiency is expressed as the Filtration Ratio (Beta) which is the relationship between the number of particles greater than and equal to a specified size (Xμ_[c]) counted before and after the filter. In real-world terms, this test is the equivalent of testing a filter in an off-line kidney loop rather than replicating an actual hydraulic or lube system. It’s basically a filter cart test.

The Dynamic Filtration Efficiency (DFE) Test is Hy-Pro's standard for testing filter elements. Throughout this four-part series  (find parts two, three and four) we'll discuss what it is, why it matters and why elements engineered with this test in mind outperform others in real-life applications.

First, let's start with the basics.

Why are filters used? How are they rated?

All hydraulic and lube systems have a critical contamination tolerance level that is often defined by -- but not limited to -- the most sensitive system component such as servo valves or high-speed journal bearings. Defining the ISO fluid cleanliness code upper limit is a function of component sensitivity, safety, system criticality and ultimately getting the most out of hydraulic and lube assets.