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    Oil Analysis

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    About POLARISOil AnalysisWear Debris AnalysisData Interpretation/Alarm LimitsSampling Methods

    Information Technology

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    Significant Accomplishments

    Since start-up in 1999:

    Established customers in all 50

    states and over 15 countries Total customer base of over 40,000 Reports available in 3 languages 300% growth rate over past 2 years

    Among top 25 fastest-growingprivately-held companies inIndianapolis for past 3 years

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    Industries Served

    Power Generation

    Transportation

    Oil & Gas Industrial

    POLARIS

    Laboratoriessupports oil analysis

    and reliabilitymaintenance

    programming in awide variety of

    industry applications.

    Const/Mining

    Marine

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    Facility Locations

    Houston

    Salt Lake City Three locations 1database

    Accessible within 48hours by ground

    24-48 hour turnaround

    Local technical salessupport

    Indianapolis

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    Fluids Tested

    Oil Test for wear metals and contamination Monitor fluid properties and suitability for

    useFuel Troubleshoot filter problems Determine compliance with supplier

    specificationsCoolant

    Detect corrosive chemicals Monitor silicate levels Determine compliance with OEM

    antifreeze concentrationrecommendations

    POLARIS specializes in testing oil,fuel, coolants and water-based fluids.

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    ISO 17025 A2LA Accreditation

    Takes quality standard ofISO 9000 to higher level

    Ensures traceability back

    to standard Determines uncertainties

    and repeatability Is highest level of quality

    attainable by a laboratorybacked by the moststringent accreditingbody in the industry ISO 9000

    Guide 25

    ISO 17025

    ISO17025A2LA

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    About POLARISOil AnalysisWear Debris AnalysisData Interpretation/Alarm LimitsSampling MethodsInformation Technology

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    OIL IS THE LIFEBLOODOF MANY SYSTEMS

    Oil analysis is like a blood test A sample is taken Sample is documented Sample is delivered to a lab Tests are performed Results are interpreted Diagnostic report is issued

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    WHY DO OIL ANALYSIS?

    To monitor changes in lubricant properties To identify contamination and its affect on

    a lubricant properties To determine type and severity of wear

    occurring

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    MAINTENANCE STRATEGIES

    Unplanned Maintenance Run it to failure

    Very high maintenance cost Short component life No historical data or root cause analysis

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    MAINTENANCE STRATEGIES

    Preventive Maintenance

    Interval-based Maintenance Moderately high cost Short component life for unique equipment

    No root cause analysis

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    MAINTENANCE STRATEGIES

    Predictive Maintenance Condition-based and Planned

    Lowest overall cost Considers unique component characteristics Provides trending that can predict problems

    and failures Increases component life Maintenance guided by root cause analysis

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    TESTING LUBRICANT PROPERTIES

    Viscosity Viscosity Index

    TAN TBN Oxidation Nitration Demulsibility

    Foaming Rust

    Copper Corrosion RPVOT Pour Point Flash Point Aniline Point

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    VISCOSITY

    Shear force/shear rate Factors that affect viscosity Temperature/relationship by grade Pressure Measurement Comparative classifications Viscosity Index

    Viscosity is a lubricants resistance to flow at agiven temperature.

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    VISCOSITYThe force required to slide one object over anotherwhen the two surfaces are fully separated by a fluid isdependent on the fluids viscosity

    Stationary Surface

    Moving Surface

    ShearedLiquid

    Shear Force (per area)Viscosity =

    Shear Rate (flow)

    The higher a fluids

    viscosity, the greaterthe force (energy)required to slide thesurfaces at a givenspeed and gap

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    OPERATINGCONDITION

    VISCOSITYNEEDED

    HIGHER LOAD

    HIGHERTEMPERATURE

    INCREASEDSPEED

    VISCOSITY SELECTION

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    TOTAL ACID NUMBER

    Measures amount of both organic andinorganic acid present

    Indicates oxidation or contamination fromother corrosives ASTM D-664M reported as mg/KOH per/g of

    sample

    Caution level >2X starting point of new oil Severe level >4X starting point of new oil

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    TAN AND TBN BY TITRATION

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    OXIDATION Breakdown of a lubricant due to age and operating

    conditions

    Prevents additives from performing properly

    Causes the formation of acids and increases viscosity Testing done by Infrared Analysis (FTIR)

    Reported as aus/cm (absorption units per centimeter)

    25 condemnation level by CAT & Waukesha >30 is severe and will lead to corrosive wear

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    NITRATION Indicates excessive blow -by from cylinder walls and/or

    compression rings Indicates presence of nitric acid, which speeds up oxidation

    Too much disparity between oxidation and nitration points toair-to-fuel ratio problems As oxidation/nitration increases, so does TAN and viscosity,

    while total base number will decrease Testing done by Infrared Analysis (FTIR)

    Reported as aus/cm (Absorption units per centimeter) 25 condemnation level by CAT & Waukesha >30 is severe and will lead to corrosive wear

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    FTIR - FUEL, SOOT,

    OXIDATION, NITRATION

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    REPORTING MEASUREMENTS

    Fuel % Soot % Water % Vis @ 40 Vis @ 100 AN BN Oxi Nit

    Per Cent By Volume

    Viscosity InCentistokes cStat SpecifiedTemperature

    NeutralizationNumber ExpressedIn Mg/KOH/g

    FT-IR ResultsExpressed In Absorbance UnitsPer Centimeter

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    CONTAMINANT LIMITSOil Silico

    nSodium Potassiu

    mFuel %

    Soot%

    Oxidation

    Nitration

    DieselEngine

    20 70 20 2 2 20 20

    160 250 250 6 6 30 30Transmission 20 50 20 N/A N/A 25 N/A

    160 90 150 N/A N/A 40 N/A

    Gear Box 20 75 80 N/A N/A 30 N/A

    256 307 180 N/A N/A 50 N/AHydraulic 15 25 10 N/A N/A 20 N/A

    65 114 78 N/A N/A 35 N/A

    Natural GasEngine

    20 50 20 N/A 0.5 20 20

    160 175 165 N/A 1.1 25 25

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    METALS BY ELEMENTAL ANALYSIS

    Wear Metals ContaminantsLubricant Additives

    Fe Cr Ni Al Cu Pb Sn Cd Ag Ti V Si Na K Mo Sb Mn Li B Mg Ca Ba P Zn13 0 0 1 2 0 0 0 0 0 0 3 3 0 0 0 0 0 5 0 2449 0 1260 1144

    Reported in concentrations of parts per million - ppm

    Refer to POLARIS Wear Metals Map

    Multi - Source

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    ICP SPECTROMETER

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    FLAGGING POINTS & ALARMLIMITS

    sample information YOU providethe lab

    OEM/equipment specifications lubricant specifications laboratory database of samples

    with same criteria statistical analysis of real life

    laboratory data

    Where do the numbers come from?

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    SETTING ALARM LIMITS

    Statistics used to establish alarm limits for wearmetal concentrations

    Mean (average, indicated by x) and standarddeviation (the distance the spread of numbersare from the mean, indicated by ) aredetermined for each population of elementalconcentrations

    How many standard deviations from the mean (-3 to +3) alarm limits will be set is based onfrequency distribution

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    ALARM LIMIT SPECIFICS Base alarm limits on specific information

    Unit Type Diesel Engine Turbine

    Compressor Reciprocating, Rotary Screw, Centrifugal

    Gear System Helical, Double Helical, Hypoid, Worm

    Hydraulic System Bearing

    Babbitt, Roller, Spherical Roller, Needle Pump

    Piston, Gear, Vane Unit Manufacturer Unit Model Number

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    Information PyramidTransmission 217

    PPMIronFlaggingPoint

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    Information PyramidTransmission

    217

    PPMIronFlaggingPoint

    Automatic Transmission149

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    Information Pyramid

    PPMIronFlaggingPoint

    Transmission217

    Automatic Transmission149

    Allison171

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    Information Pyramid

    PPMIronFlaggingPoint

    Automatic Transmission 149

    Transmission217

    Allison 171

    HT754CR 68

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    Transmission217

    Automatic Transmission149

    Allison 171

    HT754CR68

    10mFltr 60

    Information Pyramid

    PPMIron

    Flagging

    Point

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    WEAR METAL LIMITSOil Iron Chrome Nickel Aluminum Coppe

    rLea

    dTin

    Gas Turbines 7 1 1 4 6 4 3

    35 5 7 20 24 28 30

    Rotary ScrewCompressors

    62 1 2 5 15 5 7

    217 7 6 32 120 40 56

    InjectionMolding

    19 1 1 1 42 6 1

    95 5 4 8 88 54 10Roller Bearing 141 4 2 16 26 13 7

    493 14 8 59 208 104 56

    SleeveBearing

    40 1 1 16 26 20 44

    1379 6 4 47 208 160 352

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    DIESEL ENGINE LIMITS BY MFRMFR Iron Chrome Nickel Aluminum Coppe

    rLead Tin

    Cummins 60 7 4 14 21 47 5

    390 46 20 98 147 353 40

    CAT 66 6 3 9 37 24 5

    429 39 15 63 259 180 40

    Navistar 77 7 3 6 17 20 5

    501 46 15 42 119 150 40

    Volvo 74 6 5 13 44 16 5

    481 39 25 91 308 120 40

    Mack 92 6 5 8 61 14 5

    598 39 25 56 427 105 40

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    DIESEL ENGINE LIMITS BY MODELCAT Iron Chrome Nickel Aluminum Coppe

    rLead Tin

    3406E 43 3 3 5 54 5 4

    280 20 15 35 378 38 32

    3304 49 6 3 9 38 7 5

    319 39 15 63 266 53 40

    3512B 19 3 3 6 43 7 3

    124 20 15 42 301 53 24

    3516 13 3 3 4 48 5 3

    85 20 15 28 336 38 24

    C15 57 4 3 6 100 7 6

    371 26 15 42 700 53 54

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    TREND ANALYSIS Oil Analysis works best when at least three samples

    have been taken over a short period of time so thattrends can be identified

    Result trends over a sufficient period of time are moreuseful than absolute numbers when trying to determinewhat is occurring in a sampled machine.

    Trending and graphing offer an easy to readinstantaneous analysis of the condition of the equipment,

    condition of the lubricant, and level of contamination. Never base a decision to tear down a machine on the

    results of only one (1) oil analysis report

    Refer to Interpreting ata Map

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    TREND ANALYSIS Physical property trends help determine if the

    best lubricant is being used Trend analysis helps in scheduling regular

    maintenance such as oil and/or filter changes Trend analysis helps establish best

    practices maintenance procedures

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    TREND ANALYSIS

    Topping off will skew the trend andshould be noted when the sample issubmitted to the laboratory for processing

    Note sump or reservoir capacity Note if multiple components are lubricated

    from same sump, i.e. motor or turbine,gearbox, compressor

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    WHAT IS CONSIDERED

    SIGNIFICANT CHANGE? Wear Metals an increase of 5 to 20 ppm - depending on the

    metal and the unit type - or an increase of100%, whichever is larger

    Contaminant Metals an increase of 5 to 10 ppm or an increase of

    100%, whichever is larger

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    WHAT IS CONSIDERED

    SIGNIFICANT CHANGE? Water an increase of 100%, or any increase that

    approaches the advisory levels of that samplepoint

    Total Acid Number an increase of 0.1 for R&O oils an increase of 0.2 for AW oils an increase of 0.3 for EP oils

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    WHAT IS CONSIDERED

    SIGNIFICANT CHANGE? Viscosity an increase or decrease of 5%

    increases usually indicate lubricant degradation decreases indicate product contamination

    Direct Read Ferrography a 50% increase of either DRS or DRL

    ISO Particle Count an increase of 2 classes in any of the

    reporting ranges (2/5/15 or 4/6/14)

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    HOW TO READ

    OIL ANALYSIS REPORTS

    Does the report suggest maintenance action? Yes

    Consider all other available diagnostic information (vibration,thermography, in-line sensors)

    Act on the recommendation or order more testing. If lube change recommendation is due to contamination, ACT ON

    RECOMMENDATION to ensure fluid integrity

    No Is re-sampling recommended? Yes

    Send second sample immediately or at half normal sample interval toverify results

    No Monitor unit vitals and sample at normal interval

    1. Review highest severityreports first

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    2. Review cautionary reports Pay particular attention to cautionary data as it becomes

    more useful as more data is acquired trends willbecome easier to identify and appropriate actions to takewill appear clearer.

    Sample results are borderline - some wear andcontamination results may be flagged but dont

    necessarily indicate failure mode or results are notsignificant enough to warrant action.

    HOW TO READ

    OIL ANALYSIS REPORTS

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    3. Review normal reports As time permits, review normal reports to learn whatnormal results are for each unit sampled. Trends are

    then more easily recognized.

    HOW TO READOIL ANALYSIS REPORTS

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    SAMPLE INFORMATIONUnit Type and IDshould give as much detail aspossible. What kind of compressor, gearbox,engine, etc. influences flagging parameters anddepth of analysis. Differentapplications andmetallurgies require different lubrication and havegreat impact on how results are interpreted.

    Manufacturer andModel can also

    identify metallurgiesinvolved as well asthe OEMs standardmaintenanceguidelines andpossible wearpatterns to expect.

    Lube Manufacturer, Type andGrade identifies a lubesproperties and its viscosity and iscritical in determining if the rightlube is being used.

    Severity Status Levels:0Normal

    1Some items have violated initial flagging points yet are stillconsidered minor.2 A trend is developing.3Simple maintenance and/or diagnostics are recommended.4Failure is eminent if maintenance not performed.

    ALab # is assigned to thesample upon entry forprocessing and serves as areference number whencommunicating questions orconcerns with the laboratory.

    Filter Types and theirMicron Ratings areimportant in analyzingparticle countthehigher the micronrating, the higher theparticle count results.

    Sump Capacityidentifies the totalvolume of oil (in gallons)in which wear metalsare suspended and iscritical to trending wearmetal concentrations.

    Lube Time is how long theoil has been used. UnitTime is the age of theequipment andLubeAdded is how much oil hasbeen added since the lastsample was taken.

    Make note of the differencebetween the Date Sampled andthe Date Received by the lab.Turnaround issues may point tostoring samples too long beforemailing or mail service problems.

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    UNDERSTANDING RESULTS

    ELEMENTAL ANALYSISCombinations of theseWear Metals canidentify components within the machine thatare wearing. Knowing what metals a unit ismade of can greatly influence an analystsrecommendations and determine the valueof elemental analysis.

    Knowledge of the environmental conditions underwhich a unit operates can explain varying levels ofContaminant Metals . Excessive levels of dust anddirt can be abrasive and accelerate wear.

    Additive and Multi-Source Metals may turn up in test results for a variety ofreasons. Molybdenum, antimony and boron are additives in some oils.Magnesium, calcium and barium are often used in detergent/dispersant additives.Phosphorous is used as an extreme pressure additive in gear oils. Phosphorous,along with zinc, are used in anti-wear additives (ZDP).

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    TEST DATADepending on lube grade,

    Viscosity is tested at 40and/or 100 C and reported incentiStokes.

    Too much disparity between oxidation and nitration

    can indicate air to fuel ratio problems. AsOxidation/Nitration increases, TAN will alsoincrease and TBN will begin to decrease.

    HighFuel Dilution decreases unit

    load capacity. ExcessiveSoot is asign of reduced combustionefficiency.

    Total Acid Numbers higher than that of new lubeindicate oxidation or some type of contamination.When TAN andTotal Base Number approach thesame number, the lube should be changed orsweetened, meaning more lube should be added.

    The ISO Code is an index number that represents a range of particles within a specificmicron range, i.e. 4, 6, 14. Each class designates a range of measured particles perone ml of sample. The particle count is a cumulative range between 4 and 6 microns.This test is valuable in determining large particle wear in filtered systems.

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    UNDERSTANDING RESULTS

    FLAGGING AND COMMENTING

    125^^^^^

    Numbers withcarrotsprinted below them denotetest results the analyst hasflagged because theyexceed pre-set warningparameters and warrantcloser examination orrequire action.

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    Test Reports Report 24 metals (wear,

    contaminant, multi-source& additive

    10 graphs on every report 5 severity status levels Flags clearly identifiable on

    all reports New lube reference

    availability Reports accessible by

    internet, fax and paper Report Particle Sizes and

    ISO Code

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    About POLARISOil AnalysisWear Debris Analysis

    Data Interpretation/Alarm LimitsSampling MethodsInformation Technology

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    SAMPLING Objectives

    Maximize data density Minimize data disturbance Determine proper frequency

    Sampling Considerations Sampling location

    Sampling hardware Sample bottle Sample procedure

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    ACTIVE ZONE SAMPLING Sample from live fluid zones

    Sample from turbulent zones such as

    elbows Sample downstream of bearings, gears,

    pumps, cylinders and actuators

    Sample machine during typical workingconditions and at normal operatingtemperature

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    ACTIVE ZONE SAMPLING

    Dont sample from dead pipe legs orhoses

    Dont sample from laminar zones Dont sample after filters or from sumps Dont sample when machine is cold or

    not operating

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    ACTIVE ZONE SAMPLING

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    SAMPLING PROCEDURES

    Sampling Valve - Best

    Suction Pump - Second Best Drain Plug - Least Best Dip Method - Not Recommended

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    SAMPLING DEVICES

    Quick Draw Used on systems with 4-100

    lbs. psi with a permanentlyinstalled valve and adisposable cap/needle/tubeassembly

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    SAMPLING DEVICES

    Push Button Valve Used on systems with 4-100 lbs. psi

    and does not require tubing

    Vacuum Pump Used on non-pressurized systems

    pump is attached to sample jar,

    tubing is inserted into pump andthen dipstick or reservoir halfway pump activated until jar full

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    BEST PRACTICES SUMMARY

    Samples are taken at normal operating temperaturefrom an active zone upstream of filters anddownstream of machine components

    Sampling valves and devices are flushed and cleansample bottles are used at each sampling interval

    Samples are taken at the proper frequency

    Lube type, equipment ID and hours on the oil and the

    machine are accurately recorded Samples are forwarded immediately to the laboratory

    via a trackable shipping service

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    THE IMPORTANCE OF TIME Trend analysis is most effective when

    sampling intervals are consistent. Samples should be taken according to

    schedule and shipped to the laboratoryimmediately.

    Turnaround issues can often be

    attributed to the amount of time thatelapses from when the sample is takento the time it ships.

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    Why was Aluminum Flagged?

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    High ViscosityVALUES EXPRESSED IN PARTS PER MILLION (PPM) BY WEIGHT LUBE FLUID DATAWEAR METALS CONTAMINANT ADDITIVE METALS

    LU

    BE

    IRON

    CHROMIUM

    MOLYBDENUM

    ALUMINIUM

    COPP

    ER

    LE

    ADTIN

    NICKEL

    SILICON

    SODIUM

    POTASSIUM

    BORON

    MAGNESIUM

    CALCIUM

    PHOSPHORUS

    ZINC

    VIS @ 100C

    TAN

    12 1 0 3 3 1 1 0 0 2 7 9 0 141 774 221 13.9 0.86750

    14 2 0 4 5 1 0 0 3 2 2 3 0 208 635 236 14.1 2.6790

    15 2 0 3 6 2 2 0 5 2 3 3 0 208 635 236 16.2 2.6720

    15 2 1 3 6 3 2 0 5 3 4 4 0 275 615 235 16.8 3.2750

    CHG. I-R I-R I-R I-R I-RWATER HCARB OXID NITR GLYC

    Y 1 771 18 20 0Y 1 722 22 21 0N 1 784 22 21 0Y 1 752 22 21 0

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    VALUES EXPRESSED IN PARTS PER MILLION (PPM) BY WEIGHT LUBE FLUID DATAWEAR METALS CONTAMINANT ADDITIVE METALS

    LUBE

    IRON

    CHROMIUM

    MOLYBDENUM

    ALUMINIUM

    COPPER

    LEAD

    TIN

    NICKEL

    SILICON

    SO

    DIUM

    POTAS

    SIUM

    BORON

    MAGNESIUM

    CALCIUM

    PHOSPHORUS

    ZINC

    VIS @ 100C

    TAN

    12 1 0 3 3 1 1 0 0 2 7 9 0 141 774 221 13.9 0.86750

    14 2 0 4 5 1 0 0 3 2 2 3 0 208 635 236 14.1 2.6790

    15 2 0 3 6 2 2 0 5 2 3 3 0 208 635 236 14.2 2.6720

    15 2 0 3 6 3 2 0 70 3 4 4 0 275 615 235 14.8 2.6750

    CHG. I-R I-R I-R I-R I-RWATER HCARB OXID NITR GLYC

    Y 1 771 18 20 0Y 1 722 22 21 0N 1 784 22 21 0Y 1 752 22 21 0

    High Silicon

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    Iron Wear but why?

    VALUES EXPRESSED IN PARTS PER MILLION (PPM) BY WEIGHTWEAR METALS CONTAMINANT ADDITIVE METALS

    LUBE

    IRON

    CHROMIUM

    MOLYBDENUM

    ALUMINIUM

    COPPER

    LEAD

    TIN

    NICKEL

    SILICON

    SODIUM

    POTASSIUM

    BORON

    MAGN

    ESIUM

    CA

    LCIUM

    PHOSPHORUS

    15 1 0 3 3 1 1 0 10 2 7 2 0 141 774750

    21 8 0 4 5 1 0 0 18 5 7 2 0 208 635790

    97 21 0 3 6 2 2 0 35 6 7 4 0 208 635720

    211 30 0 3 6 2 2 0 78 5 8 3 0 275 615750

    CHG. I-R I-R I-R I-R I-RWATER HCARB OXID NITR GLYC

    Y 1 771 18 20 0Y 1 722 22 21 0N 1 784 22 23 0Y 1 752 22 22 0

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    A n yQues t ions?