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ASTM D8120-17

(Test Method)

Standard Test Method for Ferrous Debris Quantification

Standard Test Method for Ferrous Debris Quantification

SIGNIFICANCE AND USE
5.1 By quantifying the concentration of total ferrous debris, this test method provides a direct indication of wear in the machinery by enabling the user to pinpoint when there is a deviation from the normal buildup of ferrous debris shed by the machinery or when the concentration of ferrous debris has exceeded safe operating limits. Specific guidance regarding such procedures may be found in Guides D7669, D7720, and D7874.  
5.2 This test method can be performed on-site and can be utilized as a particle-size insensitive, minimum sample preparation alternative to laboratory-based screening for abnormal machinery conditions due to the presence of wear debris by means of ferrography as described in Practice D7690, or elemental analysis methods such as atomic emission spectrometry, described in Test Methods D5185 and D6595.
SCOPE
1.1 This test method describes a means for quantitative determination of the concentration of ferrous debris in lubricants and greases.  
1.2 This test method provides a determination of the concentration of ferrous debris in the lubricant or grease from a nominal 0 mg/kg to 10 000 mg/kg (1 % by mass) or greater.  
1.3 This test method is applicable to all types of lubricating fluids (API Group I-V) and greases sampled from machinery and other mechanical equipment, including reciprocating engine oils, turbine oils, hydraulic oils, gear oils, and bearing greases.  
1.4 This test method describes a means by which a sample of lubricant or grease is placed in a magnetometer apparatus, which determines the concentration of ferrous debris and provides these readings directly to the operator without further calculation.  
1.5 This test method is applicable to in-service lubricants and greases at any stage of degradation.  
1.6 The values stated in SI units are to be regarded as standard. No other units of measurement are included in this standard.  
1.7 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety and health practices and determine the applicability of regulatory limitations prior to use.  
1.8 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

General Information

Status
Published
Publication Date
31-May-2017
ICS
75.100 - Lubricants, industrial oils and related products
Technical Committee
D02 - Petroleum Products, Liquid Fuels, and Lubricants
Drafting Committee
D02.96.06 - Practices and Techniques for Prediction and Determination of Microscopic Wear and Wear-related Properties
Current Stage
Ref Project

Relations

Refers
ASTM D6595-16 - Standard Test Method for Determination of Wear Metals and Contaminants in Used Lubricating Oils or Used Hydraulic Fluids by Rotating Disc Electrode Atomic Emission Spectrometry
Effective Date
01-Jul-2016
Refers
ASTM D7718-11(2019) - Standard Practice for Obtaining In-Service Samples of Lubricating Grease
Effective Date
01-May-2019
Refers
ASTM D5185-18 - Standard Test Method for Multielement Determination of Used and Unused Lubricating Oils and Base Oils by Inductively Coupled Plasma Atomic Emission Spectrometry (ICP-AES)
Effective Date
01-Apr-2018

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ASTM D8120-17 - Standard Test Method for Ferrous Debris QuantificationASTM D8120-17 - Standard Test Method for Ferrous Debris Quantification
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ASTM D8120-17 - Standard Test Method for Ferrous Debris Quantification
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This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the
Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
Designation: D8120 −17
Standard Test Method for
1
Ferrous Debris Quantification
This standard is issued under the fixed designation D8120; the number immediately following the designation indicates the year of
original adoption or, in the case of revision, the year of last revision. A number in parentheses indicates the year of last reapproval. A
superscript epsilon (´) indicates an editorial change since the last revision or reapproval.
1. Scope 2. Referenced Documents
2
2.1 ASTM Standards:
1.1 This test method describes a means for quantitative
D4057 Practice for Manual Sampling of Petroleum and
determination of the concentration of ferrous debris in lubri-
Petroleum Products
cants and greases.
D4177 Practice for Automatic Sampling of Petroleum and
1.2 This test method provides a determination of the con-
Petroleum Products
centration of ferrous debris in the lubricant or grease from a
D5185 Test Method for Multielement Determination of
nominal 0 mg/kg to 10 000 mg/kg (1 % by mass) or greater.
Used and Unused Lubricating Oils and Base Oils by
Inductively Coupled Plasma Atomic Emission Spectrom-
1.3 This test method is applicable to all types of lubricating
etry (ICP-AES)
fluids (API Group I-V) and greases sampled from machinery
D5854 Practice for Mixing and Handling of Liquid Samples
and other mechanical equipment, including reciprocating en-
of Petroleum and Petroleum Products
gine oils, turbine oils, hydraulic oils, gear oils, and bearing
D6595 Test Method for Determination of Wear Metals and
greases.
Contaminants in Used Lubricating Oils or Used Hydraulic
1.4 This test method describes a means by which a sample
Fluids by Rotating Disc ElectrodeAtomic Emission Spec-
of lubricant or grease is placed in a magnetometer apparatus,
trometry
which determines the concentration of ferrous debris and
D7669 Guide for Practical Lubricant Condition Data Trend
provides these readings directly to the operator without further
Analysis
calculation.
D7690 Practice for Microscopic Characterization of Par-
ticles from In-Service Lubricants by Analytical Ferrogra-
1.5 This test method is applicable to in-service lubricants
phy
and greases at any stage of degradation.
D7718 Practice for Obtaining In-Service Samples of Lubri-
1.6 The values stated in SI units are to be regarded as cating Grease
standard. No other units of measurement are included in this D7720 Guide for Statistically Evaluating Measurand Alarm
standard. Limits when Using Oil Analysis to Monitor Equipment
and Oil for Fitness and Contamination
1.7 This standard does not purport to address all of the
D7874 Guide for Applying Failure Mode and Effect Analy-
safety concerns, if any, associated with its use. It is the
sis (FMEA) to In-Service Lubricant Testing
responsibility of the user of this standard to establish appro-
priate safety and health practices and determine the applica-
3. Terminology
bility of regulatory limitations prior to use.
3.1 Definitions of Terms Specific to This Standard:
1.8 This international standard was developed in accor-
3.1.1 ferrous debris concentration, n—the concentration,
dance with internationally recognized principles on standard-
expressedasmilligramsperkilogramorpercentage(percentby
ization established in the Decision on Principles for the
mass) of ferrous debris in a sample of lubricant across all
Development of International Standards, Guides and Recom-
particle size ranges of the debris, from dissolved to large
mendations issued by the World Trade Organization Technical
ferrous debris particles in the millimeter size range. Note that
Barriers to Trade (TBT) Committee.
such ferrous debris may exist in a matrix in the lubricant such
as when organically combined or as part of a steel alloy.
1
This test method is under the jurisdiction of ASTM Committee D02 on
Petroleum Products, Liquid Fuels, and Lubricants and is the direct responsibility of
2
Subcommittee D02.96.06 on Practices and Techniques for Prediction and Determi- For referenced ASTM standards, visit the ASTM website, www.astm.org, or
nation of Microscopic Wear and Wear-related Properties. contact ASTM Customer Service at service@astm.org. For Annual Book of ASTM
Current edition approved June 1, 2017. Published July 2017. DOI: 10.1520/ Standards volume information, refer to the standard’s Document Summary page on
D8120-17. the ASTM website.
Copyright © ASTM International, 100 Barr Harbor Drive, PO Box C700, West Conshohocken, PA 19428-2959. United States
1

---------------------- Page: 1 ----------------------
D8120 − 17
3.1.2 sample, n—a portion of in-service oil or grease drawn susceptibility of the lubricant is determined. This magnetic
directly from the
...

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Scope  
1  
Referenced Documents  
2  
Terminology  
3  
Summary of Test Method  
4  
Significance and Use  
5  
Apparatus and Installation  
6  
Intake Air System  
6.2.1  
Exhaust System  
6.2.2  
Fuel System  
6.2.3  
Oil Consumption System  
6.2.4  
Engine Oil System  
6.2.5  
Engine Coolant System  
6.2.6  
Engine Instrumentation  
6.2.7  
Reagents and Materials  
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Oil Samples  
8  
Preparation of Apparatus  
9  
General Engine Assembly Practices  
9.1  
Complete Engine Inspection  
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Cylinder Head  
9.7  
Valve Guide Bushings  
9.8  
Fuel Injector  
9.9  
Piston and Rings  
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Engine Timing  
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Engine Coolant System Cleaning Procedure  
9.14  
Calibration and Standardization  
10  
Test Cell Instrumentation  
10.1  
Instrumentation Standards  
10.2  
Coolant Flow  
10.3  
Fuel Injectors  
10.4  
Air Flow  
10.5  
Intake Air Barrel  
10.6  
Fuel Filter  
10.7  
Oil Scale Flow Rates  
10.8  
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10.9  
Re-calibration Requirements  
10.9.1  
Extending Test Stand Calibration Period  
10.9.2  
Test Run Numbering  
10.10  
Humidity Calibration Requirements  
10.11  
Calibration of Piston Deposit Raters  
10.12  
Procedure  
11  
Engine Break-in Procedure  
11.1  
Cool-down Procedure  
11.2  
Warm-up Procedure  
11.3  
Shutdowns and Lost Time  
11.4  
Periodic Measurements  
11.5  
Engine Control Systems  
11.6  
Engine Coolant  
11.6.1  
Engine Fuel System  
11.6.2  
Engine Oil Temperature  
11.6.3  
Exhaust Pressure  
11.6.4  
Intake Air  
11.6.5  
Post-Test Procedures  
11.7  
Piston Ring Side Clearances  
11.7.1  
Piston Ratings  
11.7.2  
Ring Gap End Increase  
11.7.3  
Cylinder Liner Wear  
11.7.4  
Cylinder Liner Bore Polish  
11.7.5  
Photographs  
11.7.6  
Calculation and Interpretation of Results  
12  
Test Validity  
12.1  
Calculations  
12.4  
Quality Index  
12.4.1  
Oil Consumption  
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1.4 The following is the Table of Contents:    
Section  
Scope  
1  
Referenced Documents  
2  
Terminology  
3  
Summary of Test Method  
4  
Significance and Use  
5  
Apparatus and Installation  
6  
Intake Air System  
6.2.1  
Exhaust System  
6.2.2  
Fuel System  
6.2.3  
Oil Consumption System  
6.2.4  
Engine Oil System  
6.2.5  
Oil Heating System  
6.2.5.1  
Oil Sample Valve  
6.2.5.2  
Engine Coolant System  
6.2.6  
Engine Instrumentation  
6.2.7  
Reagents and Materials  
7  
Oil Samples  
8  
Preparation of Apparatus  
9  
General Engine Assembly Practices  
9.1  
Complete Engine Inspection  
9.2  
Copper Components  
9.3  
Engine Lubricant System Flush  
9.4  
Engine Piston Cooling Jets  
9.5  
Engine Measurements and Inspections  
9.6  
Cylinder Head  
9.7  
Valve Guide Bushings  
9.8  
Fuel Injector  
9.9  
Piston and Rings  
9.10  
Cylinder Liner  
9.11  
Compression Ratio  
9.12  
Engine Timing  
9.13  
Engine Coolant System Cleaning Procedure  
9.14  
Calibration and Standardization  
10  
Test Cell Instrumentation  
10.1  
Instrumentation Standards  
10.2  
Coolant Flow  
10.3  
Re-calibration Requirements  
10.4  
Fuel Injectors  
10.5  
Air Flow  
10.6  
Intake Air Barrel  
10.7  
Fuel Filter  
10.8  
Oil Scale Flow Rates  
10.9  
Calibration of Test Stands  
10.10  
Extending Test Stand Calibration Period  
10.11  
Test Run Numbering  
10.13  
Humidity Calibration Requirements  
10.14  
Calibration of Piston Deposit Raters  
10.15  
Procedure  
11  
Engine Break-in Procedure  
11.1  
Cool-down Procedure  
11.2  
Warm-up Procedure  
11.3  
Shutdowns and Lost Time  
11.4  
Periodic Measurements  
11.5  
Engine Control Systems  
11.6  
Engine Coolant  
11.6.1  
Engine Fuel System  
11.6.2  
Engine Oil Temperature  
11.6.3  
Exhaust Pressure  
11.6.4  
Intake Air  
11.6.5  
Post-Test Procedures  
11.7  
Piston Ring Side Clearances  
11.7.1  
Piston Ratings  
11.7.2  
Referee Ratings  
11.7.3  
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5.2 The 1K test was correlated with vehicles equipped with certain multi-cylinder direct injection engines used in heavy duty and high speed service prior to 1989, particularly with respect to aluminum piston deposits, and oil consumption, when fuel sulfur was nominally mass fraction 0.4 %. These data are given in Research Report RR:D02-1273.9  
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5.4 These test methods are used in the establishment of diesel engine oil specification requirements as cited in Specification D4485 for appropriate API Performance Category oils (API 1509).  
5.5 These test methods are also used in diesel engine oil development.
SCOPE
1.1 These test methods cover the performance of engine oils intended for use in certain diesel engines. They are performed in a standardized high-speed, single-cylinder diesel engine by either the 1K (0.4 % mass fuel sulfur) or 1N (0.04 % mass fuel sulfur) procedure.3 The only difference in the two test methods is the fuel used. Piston and ring groove deposit-forming tendency and oil consumption are measured. Also, the piston, the rings, and the liner are examined for distress and the rings for mobility. These test methods are required to evaluate oils intended to satisfy API service categories CF-4 and CH-4 for 1K, and CG-4 for 1N of Specification D4485.  
1.2 These test methods, although based on the original Caterpillar 1K/1N procedures,3 also embody TMC information letters issued before these test methods were first published. These test methods are subject to frequent change. Until the next revision of these test methods, TMC will update changes in these test methods by the issuance of information letters which shall be obtained from TMC (see Annex A1 – Annex A4).  
1.3 The values stated in SI units are to be regarded as standard. No other units of measurement are included in this standard.  
1.3.1 Exception—Where there is no direct SI equivalent such as screw threads, national pipe threads/diameters, tubing size, or single source equipment specified. Also Brake Specific Fuel Consumption is measured in kilograms per kilowatthour.  
1.4 The following is the Table of Contents:    
Section  
Introduction  
Scope  
1  
Referenced documents  
2  
Terminology  
3  
Summary of Test Methods  
4  
Significance and Use  
5  
Apparatus  
6  
General Laboratory Requirements  
6.1  
Test Engine  
6.2  
Test Engine Accessories and Parts  
6.3  
Reagents and Materials  
7  
Test Oil Sample Requirements  
8  
Preparation of Apparatus  
9  
Engine Inspection  
9.1  
Engine Pre-Test Lubrication System Flush  
9.2  
Engine Pre-Test Measurements and Inspections  
9.3  
Engine Assembly  
9.4  
Pressure Testing of Fuel System Assembly  
9.5  
Calibration of Engine Test Stand  
10  
General Requirements and Frequency of Calibration  
10.1  
Runs  
10.2  
Specified Test Parameters  
10.3  
Calibration Test Acceptance Criteria  
10.4  
Action on Rejection of Calibration Test  
10.5  
Test Numbering  
10.6  
Reference Oils  
10.7  
Severity Adjustments  
10.8  
Engine Operating Procedure  
11  
...

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ASTM
ASTM D7549-23(Test Method)
Standard Test Method for Evaluation of Heavy-Duty Engine Oils under High Output Conditions—Caterpillar C13 Test Procedure

SIGNIFICANCE AND USE
5.1 This test method assesses the performance of an engine oil with respect to control of piston deposits and maintenance of oil consumption under heavy-duty operating conditions selected to accelerate deposit formation in a turbocharged, intercooled four-stroke-cycle diesel engine equipped with a combustion system that minimizes federally controlled exhaust gas emissions.  
5.2 The results from this test method may be compared against specification requirements to ascertain acceptance.  
5.3 The design of the test engine used in this test method is representative of many, but not all, diesel engines. This factor, along with the accelerated operating conditions, needs to be considered when comparing test results against specification requirements.
SCOPE
1.1 The test method covers a heavy-duty engine test procedure under high output conditions to evaluate engine oil performance with regard to piston deposit formation, piston ring sticking and oil consumption control in a combustion environment designed to minimize exhaust emissions. This test method is commonly referred to as the Caterpillar C13 Heavy-Duty Engine Oil Test.3  
1.2 The values stated in SI units are to be regarded as standard. No other units of measurement are included in this standard.  
1.2.1 Exceptions—Where there are no SI equivalent such as screw threads, National Pipe Treads (NPT), and tubing sizes.  
1.3 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use. See Annex A1 for general safety precautions.  
1.4 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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ASTM
ASTM D5770-23(Test Method)
Standard Test Method for Semiquantitative Micro Determination of Acid Number of Lubricating Oils During Oxidation Testing

SIGNIFICANCE AND USE
5.1 This test method provides a semiquantitative estimate of the acid number of lubricating oils obtained from laboratory oxidation tests using smaller amounts of sample than Test Methods D974, D664, or D3339. It has specific application in Test Method D943 and in Test Method D4871. This test method, therefore, provides a means of monitoring the relative oxidation of lubricating oils by measuring changes in acid number, at different time intervals and under various oxidizing test conditions.  
5.2 Since this test method is semiquantitative, each laboratory shall develop its own criteria for each oxidation test method for determining when to switch from this semiquantitative test method to a more precise test method for acid number.
SCOPE
1.1 This test method is a semiquantitative micro method intended for monitoring the changes in acidic constituents occurring in lubricating oils during oxidation testing, when the acid number of such oils falls within the range from 0.02 mg to 1.0 mg of potassium hydroxide per gram of sample. It is applicable to such oils as turbine oils, hydraulic oils, and other circulating oils.  
Note 1: This test method is a micro version of Test Method D974 and it produces results similar to that method.  
1.2 This test method is designed for use where sample size is limited. It shall not be used as a replacement for higher precision methods such as Test Methods D974 or D664. It shall not be used to monitor oils in-service.  
1.3 The values stated in SI units are to be regarded as the standard.  
1.3.1 Exception—The values given in parentheses are for information only.  
1.4 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.  
1.5 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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