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How To Filter Engine Oil

Motorcar owners often get alien communication well-nigh oil filters. Vehicle possessor'south manuals, installers, quick-lube operators, mechanics and retail clerks all take different opinions. The reality is that when it comes to oil and filters, the only correct answer is a customized answer.

People are different. Driving conditions are different. The i-size-fits-all approach does non apply when it comes to oil filters.

Motivation for Clean Oil

Command of solid contamination in diesel and gasoline crankcase oils has a well-documented effect on engine reliability. Besides wear and reliability, particle contamination can impact fuel economy, lubricant life and environmental issues.

Increased service life and reduction in maintenance cost is commonly reported by drivers who follow good filtration practices.

Oil Filter Selection Matters

While the benefits of clean oil are significant, depression-quality filters are frequently specified for automobile engines.

Consider this, according to a study by one engine architect, particles smaller than 10 microns generated nearly 3.6 times more wear (rods, rings and primary bearings) than particles greater than twenty microns. Typical automotive oil filters remove particles 40 microns and larger.

Influence of Oil Filtration on Engine Wear
GM Written report - Influence of Filtration on Engine Wear

AC Delco Division of General Motors tested diesel engines and constitute an viii-fold improvement in wear rates and engine life with lower lube oil contaminant levels.

In a related written report on both diesel fuel and automotive engines, General Motors reported that "compared to a xl-micron filter, engine article of clothing was reduced past 50 percent with 30-micron filtration. Likewise, wear was reduced past 70 percent with 15-micron filtration". Read that again. That's a lot of motivation for clean oil!

Silica is Your Engine'southward Worst Enemy

At that place are many different types of contaminants that tin enter an engine oil, and most of them have subversive potential. These include water, glycol, fuel, the wrong oil, dirt, vesture debris, etc. Solid contaminants are generally referred to as being the most destructive.

Later on oxygen, silicon is the most abundant element on the earth. Silica and silicates (forms of silicon dioxide) make up a large proportion of the world's chaff in the form of natural soils and terrain dust.

External contamination of lube oil by grit (silica and alumina) is mostly regarded as the most harmful to engine surfaces. As a point of reference, both of these common particles are harder than a hack saw blade. Engine components do non accept surfaces as difficult as a hack saw bract.

"These mutual particles are harder than a hack saw blade. Engine components do not accept surfaces as hard equally a hack saw bract."

Particles of airborne sand and grit vary in size, shape and annoying properties. In an engine, the ingress of terrain dust takes place primarily through the air intake. Efficient air filters remove 99 percent or more of the dust that an engine ingests.

The remaining consists of very small particles that pass through the air filter. These vary from submicron-size particles to particles up to and larger than 10 microns.

How Big Is a Micron?

This abrasive dust will laissez passer betwixt pistons, rings and cylinder walls. Many particles will somewhen become suspended in the engine oil. Those particles similar in size to the oil flick clearance do the maximum harm.

Those particles smaller than the working clearance will pass straight through, doing minimal harm. Conversely, a particle larger than the clearance will be swept aside and may practice little harm. In an engine, the clearance betwixt the piston ring and cylinder bore is extremely small, typically v to 10 microns.

As a bespeak of reference, one-thousandth of an inch is 25 microns, and a thin human pilus is 75 microns. Human beings tin can see objects that are simply 40 microns or larger, and bacteria is roughly 1 to 3 microns.

As is always the case in motor oils, the number of pocket-sized particles per milliliter of oil is much greater than the number of large particles. Approximately 80 percent of the weight of typical route grit is smaller than 25 microns.

The high concentration of small particles in motor oils is likewise due to the fact that small particles are more prone to ingression from the environment. Large particles are more friable and tend to pause into more and more than modest particles. As well, large particles are more than easily filtered and removed by settling in sumps.

Once the dust particle has entered an oil film, if it is the correct size, information technology tin bridge between the ii surfaces. This nullifies the outcome of the oil pic. The chief effect is a cutting or "scratching" action every bit the interposed particle is pulled and rolled beyond the opposing surfaces.

A secondary effect occurs in rolling contacts. The load concentrated on the small area of the particle leads to high surface fatigue, pitting and eventually larger craters or spalls.

In decision-making particle-induced wear and failure, the first priority is to take every practical measure to go along dust from entering the engine compartment.

Despite the fact that gasoline engines utilize sealed crankcases, particles can all the same enter with new oil through dirty dipsticks and dipstick ports, defective air cleaners, etc. The adjacent essential objective is to select the correct oil filter.

Oil Filter Option 101

For the same reasons it is important to customize the selection of a motor oil, there are several similar options and considerations that must be navigated when selecting an engine oil filter.

In fact, in that location are and so many issues involved in auto filtration that a small book could exist written on that subject solitary. Maybe we'll write that book some 24-hour interval, but for at present this commodity will nowadays just the essential factors for oil filter option - summarized in the list beneath:

ane. Size and Capture Efficiency

2. Dirt-Holding Capacity

3. Pressure-Period

4. Design and Fabrication Integrity

Oil Filter Structure

Allow's brainstorm by talking well-nigh the oil filter working principle. Filters used for automobile motor oils are located immediately downstream of the oil pump. Cars are factory-fitted with total-flow oil filters, simply some do-information technology-yourselfers will install bypass oil filters also.

Bypass Oil Filtration Example

Car engine oil filters are sometimes referred to as spin-ons because the filter element sits inside a can that is attached to a base of operations plate which is spun onto a threaded mounting post and head-plate on the engine block.

A gasket or o-ring provides the seal between the base plate and the caput-plate. The oil enters the tin through openings on the exterior of the base of operations plate, travels outside-to-within through the filter newspaper (media) and into a heart tube.

From the centre tube, the oil goes through the base plate, then through the mounting post and into the main oil gallery. The common parts of an automobile oil filter are listed beneath:

Gasket or O-ring
Provides outside seal between the oil filter and engine at the engine caput-plate and the base plate.

Base Plate
Prevents deflection (movement) at the gasket-sealing surface. Heavy-gauge steel plate provides for threaded attachment to the engine. Provides menstruation ports for the oil entering and exiting the filter.

Upper End Cap
Retains element end adhesive and the end of the pleated filter media. Provides an outlet for clean oil, and provides structural rigidity to the pleated media.

Lower End Cap
Retains element end agglutinative and oil filter media.

Pleated Filter Media
Provides the essential filter area and pore structure needed for unrestricted flow, dirt-holding chapters, and particle capture efficiency.

Center Tube
Provides internal element support to forbid collapse of the chemical element in response to common cold starts and loftier-pressure differential.

Spring
Ensures that there is a suitable and constant load on the oil filter element to maintain the seal between the upper element end cap and the base plate, even during force per unit area surge situations, daze load and vibration.

Exterior Canister
Steel enclosure of the filter element.

Anti-drainback Valve
Prevents contaminant backwash at shut-downwards and momentary starvation at engine starts. Typically made of nitrile or silicone. Silicone may remain more flexible in common cold weather.

The filter media must remove particles from the oil in the target size range (x microns for instance), depending on the reliability objectives of the motorcar owner. Obviously, a small micron-size oil filter is associated with lower wearable rates and prolonged engine life (more on this later).

The filter must also exist able to remove particles fast enough to go along up with the rate new particles arrive into the oil (ingression rate). This is referred to every bit the contamination command material residue. In an engine, the pump circulates the oil in a multipass fashion, giving the oil filter more than one opportunity to remove particles.

Near oil filters take anti-drainback flapper valves, but not all. The flapper is a diaphragm and is usually made of a soft elastomer material like silicone or nitrile.

These valves preclude oil from draining back to the sump when the engine is turned off. There are 2 benefits to this. Ane is information technology prevents dirt from backwashing off the exterior of the filter media and into the sump.

The 2d is it keeps the spin-on canister full of oil. When the engine restarts, oil is immediately able to move into the main oil gallery then to active zones of the engine without needing to refill the spin-on tin can - momentarily siphoning the pump supply.

This avoids a dry outset (oil starvation) of the valve train (especially overhead cam configurations), turbocharger and bearings. Such dry out starts are reported to crusade knock and rattle. The anti-drainback valve feature is typically also required when the oil filter is oriented in the horizontal or inverted position.

Most car oil filters also have built-in featherbed valves. The exception is when the bypass valve is permanently mounted in the engine cake. A bypass valve is beneficial to avoid collapsing of the filter in instance it becomes plugged before a alter-out.

Likewise, during cold forenoon starts, the thick viscous oil can momentarily bypass the filter without damaging it, until it heats up and thins out. Still, there is a existent possibility that you tin impair oil filter performance if you rev an engine on start when the oil is very common cold. Revving an engine in that circumstance is never brash.

Cellulose and Synthetic Filter Media

The oil filter media is usually pleated to enable the largest number of square inches (square centimeters) of filter paper to reside in the small-scale volume within the can. The filter newspaper is typically cellulose (wood pulp); however, newer, high-operation oil filters may exist made of glass fibers (called constructed media) or a composite of cellulose and glass.

High-density featherbed oil filters may have cotton linters, wood pulp and an assortment of other materials compressed or wound on a perforated center tube. The structure of the media direct influences oil restriction through the media, mean pore size, capture efficiency and dirt-holding capacity.

In general, big cobweb diameter filter media is less expensive but will also have sharply fewer pores per unit surface area which diminishes performance.

Oil Filter Test Methods

There are many different standardized test methods used to estimate the functioning of a motor oil filter in service.

These tests evaluate such things as collapse strength, burst pressure, single-pass efficiency, multipass efficiency, dirt-holding capacity, pressure-menses contour, impulse-fatigue, hot oil durability, vibration, bubble point and fabrication integrity. The SAE and ISO (International Organization for Standardization) have numerous standards covering these filter tests.

From the standpoint of oil filter option, the two most of import and normally quoted test standards are SAE HS 806 (formerly SAE J806) and SAE J1858. These ii standards are extremely similar to many of the subparts of ISO 4548. The SAE HS 806 standard dates back to the 1950s and has many sections and capacity, including the following:

  • Resistance to Flow
  • Oil Filter Capacity and Contaminant Removal Characteristics of Full-Flow Oil Filters
  • Unmarried Pass Particle Retention Adequacy Test
  • Media Migration Test
  • Collapse Examination for Lube Oil Elements
  • Inlet and Outlet Anti-Bleed Valve Examination
  • Ability to Meet Ecology Atmospheric condition
  • Installation and Removal
  • Mechanical Tests
  • Relief Valve Performance

The SAE J1858 standard is of more than relevance from the standpoint of functioning comparisons between commercial filter alternatives. This examination, using a multipass protocol, determines the filter'south Beta Ratio (capture efficiency), dirt-belongings capacity (expected life of the oil filter) and pressure level-flow contour.

Beta Ratio and Capture Efficiency
Beta Ratio and Capture Efficiency

Unlike the SAE HS 806 standard, the newer SAE J1858 deploys online automatic optical particle counters located upstream and downstream of the oil filter during the test sequence.

The exam continues until the filter has reached full chapters (fully loaded) - all the while data is being collected at specific fourth dimension points along the way. This unique capability enables the transient efficiency of the filter to be measured across a range of particle sizes.

While all of the major oil filter companies have generally performed the SAE J1858 test on their automotive filter products, it is often difficult to find information on the results for specific oil filters. Rarely is such data actually posted on product packaging - the place consumers would well-nigh desire to discover information technology.

However, if you enter "SAE J1858" into a search engine like Google, yous will find a number of sites on the Internet, including filter suppliers that post filter functioning data. The table below displays some of the data that was found during a Spider web search that lasted only a few minutes. (The make names take been removed).

SAE J1858 Test for Automotive Oil Filters;

Micron Size and Capture Efficiency - Where the Rubber Meets the Road

If yous're going to pay a premium to get a high-functioning oil filter, look carefully at the capture efficiency (particle size retention) of the filter.

For instance, an oil filter that has a capture efficiency of 95 percent for particles larger than 10 microns will remove 95 pct of the particles larger than ten microns on a unmarried pass and 5 percent of the particles larger than ten microns will pass through the filter.

Information technology is worth noting that this performance property is a particularly large component of the premium price you're paying for good oil filtration.

The most meaningful information to check is the Beta Ratio from the SAE J1858 standard (refer to tabular array above to run into how Beta and capture efficiency relate). We all but ignore the oftentimes-reported efficiency data from the SAE HS 806 standard (often chosen single-pass efficiency).

The SAE HS 806 standard measures filtration performance by weighing the contaminant, non based on particle size or count. The sensitivity of engines to particles relates specifically to the size and concentration of the particles, non their composite weight. I large particle may accept the same weight as a million small particles.

Depending on your objectives in selecting an engine oil filter and your willingness to invest in the long-term benefits of make clean oil and contamination control, the toll of a premium oil filter can price well over $x.

This is particularly true for oil filters with capture efficiencies of 95 percent or amend at 10 microns, the performance we would recommend for those who want long engine life.

The typical economy-course oil filter is going to have a 95 percent capture efficiency at 40 microns, with nearly no performance at 10 microns or less. The table below shows the capture efficiencies corresponding to several different Beta Ratios.

Capture Efficiencies to Beta Ratios

Also, accept note of the graph beneath illustrating how fine filtration translates into extended engine life (based on the GM study discussed earlier).

Fine Filtration and Engine Life

Dirt-Holding Capacity

While the particle capture efficiency provides important clues on the size of particles the filter tin can remove (and the stabilized cleanliness of your motor oil), the clay-property capacity reveals information most service life, prior to going into bypass.

This is particularly important if y'all are attempting an extended oil bleed and not planning to exercise a midpoint oil filter change. It'due south likewise important if y'all drive your car on dirt or gravel roads or in other dusty environments.

Remember, unlike many large diesel engines, car oil filters have no indicator to tell you when oil is bypassing and non existence filtered. Like the oil change interval itself, the optimum oil filter change interval is largely guesswork, hence the need for a suitable prophylactic margin.

Now, permit's discuss the problem. The SAE J1858 and SAE HS 806 test procedures include the dirt-holding capacity of the oil filter being tested. Withal, filter companies generally prefer non to release data on dirt-holding capacity.

In fact, subsequently almost an hour of searching on the Internet, we were unable to find whatever information on dirt-holding capacity of motor oil filters. Nonetheless, there's a practiced hazard that if we chosen the customer support toll-free number of these filter companies, we could go the information we were looking for. It's a pity this data isn't conveniently provided on the product package or on suppliers' Web sites.

Because oil filters can't be hands compared using this important property, the consumer is left with the simply alternative of irresolute the filter no less frequently than say every 5,000 miles, leaving enough of safety margin.

And, we'll have to assume all filters perform equally on this property. However, nosotros should mention that nosotros were in the automotive oil filter-testing business for more than than 10 years. When information technology comes to dirt-holding capacity, all filters are not alike.

Pressure-Catamenia Profile

People oft worry that if they switch from a 40-micron filter to a 10-micron filter for the sake of ameliorate contamination control and prolonged engine life that the oil filter volition plug more than readily, leading to restricted oil supply to the engine.

Nosotros've already talked near the fact that these filters have internal bypass, then starvation is not a practical reality.

When you retrieve about it, the positive-displacement pumps used in automobiles deliver flow to the oil filter and and then on to the engine at a rate proportional to the engine'southward speed.

For example, if the engine pumps i gallon per minute (gpm) at three,000 rpm, at 6,000 rpm it will evangelize 2 gpm and but 0.five gpm at one,500 rpm.

In general, the pump volition evangelize the flow (bold no inlet restriction or pump clothing) regardless of the pressure restriction. As flow rate increases, so will pressure. A good rule of pollex is 10 psi increase for every one,000 rpm.

If the filter blinds off and both the engine's relief valve and the oil filter's bypass valve neglect to open, this would be equivalent to dead-heading the pump.

In such a rare case, the engine would have to stall out, the filter would have to burst, or the pump gears would have to strip - pretty unlikely. Nonetheless, unexpected bypass catamenia tin can definitely occur if an oil filter plugs prematurely due to high flow restriction.

In fact, it doesn't even have to plug, just revving the engine when the oil is extremely cold volition crack open up the bypass valve and may also force a puff of clay through the flexing filter media.

Nearly oil filters with internal featherbed valves will crack in the range of 10 to12 psid (force per unit area differential in pounds per square inch). A new oil filter at engine idle speed may have only one psid of pressure level drop (often much less).

Equally dirt accumulates, the pressure rises and all the oil will be passing through the filter media until the bypass cracking pressure level has been breached. As previously noted, the pressure differential is also proportionally affected past flow rate (engine speed) and viscosity.

In addition, the filter flow brake has an impact on fuel economy - it takes energy and ability from the engine to push oil through an overly restricted oil filter.

Pressure-Flow Profiles for Oil Filters
Resistance to Flow (Cold Oil) Through Filters - 5W-30 @ 34°F / 1°C

The effigy above shows the pressure-flow profiles of vii commercially available motor oil filters. There is a test protocol in both SAE J1858 and SAE HS 806 relating to this filter performance feature.

Unfortunately, this information on aftermarket oil filters is near every bit difficult to find as dirt-belongings capacity. It is worth noting, however, that the major suppliers of motor oil filters are well aware of the importance of pressure-flow characteristics of filters, therefore, they pattern oil filters to come across or better upon practical limits in normal service.

This is achieved past media technology (i.due east., hateful fiber size), peat construction and total media expanse.

Design and Fabrication Integrity

Car oil filters in the United States are made by only a handful of manufacturers. These include Fram, Wix (Dana), Hastings, Champion Labs and Baldwin.

Many of these companies supply the oil filters that bear the brands of automakers, oil companies, mass merchandisers, auto parts stores and quick-lube operators. A close inspection of the can'south shape and structure and the base of operations plate usually reveals its manufacturer.

Using a band saw or hack saw, an oil filter can be opened and disassembled for further inspection. Things to wait for include:

Construction Materials

Some materials are lightweight steel, plastic or cardboard. Their ability to stand up to long service intervals, repeated shock loading, vibration, thermal cycles, temperature extremes and changing motor chemical science may be marginal in certain applications and worst-example scenarios.

Filter Media Side-Seam

Notice how the seam is formed where the pleats come together. Call back oil takes the path of least resistance. If there is any opening, crack or gap, that'due south where oil will flow, as will the abrasive particles. Some seams are stapled, glued to both.

Pleat Density and Back up

Are the pleats fanned out and loose or tight and firm? Are they supported by a wrap or a dewdrop of adhesive to prevent them from bunching under pressure and squeezing off flow?

Valve Seats

Look at the bypass valve. Is it an elastomer soft-seat valve design or a hard-seat metal-on-metal construction? Hard seat valves may permit small-scale continuous featherbed flow which could negatively impact the capture efficiency of the oil filter.

Use of plastic in the spring construction of the bypass valve may also be a performance/quality compromise in certain applications. On the anti-drainback, take note of the flapper valve and what type of surface it seats confronting.

End-Cap Adhesive

Ensure that the endcap is total of adhesive and that the adhesive hasn't wicked up into the filter media, breaking the seal between the media and endcap.

Filter Media

Synthetic media will appear white and felt-similar while cellulose will expect like orange-brown colored paper-thin.

In general, a good oil filter has a potent flare-up-resistant steel canister, an anti-drainback valve that is flexible, assuasive it to avoid dorsum-pressure and leakage at cold temperature, a bypass valve that doesn't weep at normal operating pressures (causing bypass), and a strong filter element with supported pleats and endcaps/seam that are sealed tight.

The blueprint, structure and attention to detail in a premium automotive oil filter is important. Remember, oil filters cannot exist tested for performance and structural integrity earlier they are sold.

Is a Premium, High-Capture Efficiency Oil Filter Right for You?

Today there are merely a few high performance automotive oil filters on the market. Remember, just considering you meet words on bundle that describe the filter as deluxe, high-performance, super-efficiency, or darn-adept, information technology doesn't mean you are really getting a premium production.

With a little bit of research, you tin can probably find the data you're looking for, the well-nigh important of which is the SAE J1858. The table below associates engine life expectancy with filters having Beta (X) ratings of 75 or greater, based on the GM report.

Engine Life Expectancy Beta Ratios

So, is your motorcar a good candidate for a premium, loftier-capture efficiency oil filter? For sake of word, permit'south define such a filter as having a Beta (ten) 75 (98.vii% capture efficiency for particles larger than x microns).

Many of the same reasons we would exist motivated to purchase a constructed motor oil applies to premium oil filters. Let's review the list:

Loftier-Functioning Engines

In that location are many examples of high-terminate sports cars and fifty-fifty SUVs where the investment is high, equally is the expectation of engine operation and reliability. Good application for premium oil filters.

High-Functioning Driving

If you are involved in motor sports, then you will pay a premium for a competitive edge - power, endurance and engine reliability. Many professional racers don't use oil filters during competitive events to save the extra weight and power loss (energy required to push oil through the filter).

I've often wondered if what is lost in weight and power tin can't be gained back throughout the race from lower friction (clean oil results in less friction in bearings and ring/cylinder wall contacts) and less clothing (improved combustion efficiency).

Luxury Car Engines

Some luxury sedans are so expensive it would clash with mutual sense to use annihilation other than the best filter.

Extreme Cold Starts

Cold temperatures put loftier fatigue stress on oil filters. Premium filters may resist collapse and particle migration during common cold starts. Premium engine oil filters may also have improved and more responsive bypass valve mechanisms.

Extended Drains

If you've done the math (cost/benefit analysis) and believe your car, driving habits and climate weather make your car the perfect candidate for extended oil drains, synthetics give you the best shot and a safety margin to boot.

But a good for you oil with long service life is not the same thing as a clean oil. Synthetics provide no compensating protection for clay. The longer an oil stays in service, the college the concentration of small particles that abound in population because they travel correct through the pores of the filter media unrestricted.

Towing and High Loads

Slow speed, high load (e.g., towing), long hills, loftier-mileage engine, long oil service-interval and high ambient temperatures are the worst-instance scenarios. Information technology'southward in these cases when oil films get sparse and high wear rates ensue.

Thin oil films mean your engine is more sensitive to small particles - the size particles that will be almost abundant in your oil, especially if filtration quality and capture efficiency are poor to marginal.

Long Engine Life

For the big number of machine enthusiasts out there who make sport out of eking every concluding mile out of their car, a premium oil filter probably makes sense.

If we had to make a choice between a premium loftier-performance oil filter and the best synthetic oil on the marketplace to accomplish long engine life, we would definitely cull the oil filter and modify our fighting-grade API-licensed motor oil at an appropriate interval.

Depression Viscosity

If you've called a low-viscosity motor oil, such as a 5W-20, your oil picture show at operating temperature will be thin. This increases your engine's sensitivity to smaller particles and increases your need to remove particles in that size range. Particle-induced wear is greatest in the size range corresponding to oil film thicknesses.

For some more than indepth explanation of oil filter evaluation techniques and different types of oil filters, watch the video below:

How Often Should You Change Your Oil Filter?

Many installers, parts stores and even car makers say the oil filter needs to exist replaced only at every other oil alter. While you may retrieve you are saving money by this practice, information technology actually is false economy.

The filters on late-model motorcar engines have been downsized to save weight, cost and infinite. Sometimes they're hard to discover and reach. The quart-sized spin-on filter of the past has been replaced by a pint-sized (or smaller) filter today.

You don't have to be a genius to figure out that a smaller oil filter has less cumulative dirt-holding chapters and perhaps higher flow brake - a concern with high rpm's or low oil temperature engine starts.

However, we have to trust that these smaller filters will be adequate for 3,000- to 7,000-mile oil change intervals; but there is existent risk that they will bullheaded off long before a 2nd oil change at eight,000 to fifteen,000 miles.

If your oil filter becomes plugged earlier information technology gets changed, the oil will go into bypass, leading to accelerated engine habiliment. When your filter goes into bypass, it is no longer working.

While your engine will not exist starved of oil, particle concentrations will continue to grow in the oil past as much every bit 100 times normal levels.

When you take 100 times more than dirt, yous will have no less than 100 times more clothing associated with particle contamination. Sadly, car makers don't build cars with oil filter bypass alarms.

A Note Well-nigh Oil Filter Mounts

It is important to recollect that the threads on a spin-on motor oil filter must likewise be the right diameter and thread pitch (SAE or metric) for the engine mounting postal service.

If you mistakenly attempt to install an oil filter with SAE threads on an engine that requires metric threads (or the contrary), you might damage the threads that hold the oil filter in place, causing leakage. Mismatched threads can likewise let the oil filter to work loose. This would result in a sudden loss of oil pressure and the consummate oil charge.

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How To Filter Engine Oil,

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