Alternative Oil Wear Debris Analysis Method for Aero Engine
Jean M. Chemistry Fellow, Pratt & Whitney Canada, Dupuis R. Gastops Ltd.., and Daviault S. Gastops Ltd.

INTRODUCTION

Historically, the use of atomic emission spectroscopic instruments as a condition monitoring technique for oil wear debris monitoring of reciprocating engines such as diesels originated in the railroad industry in the mid 1940’s with the advent of diesel engines to power locomotives [1]. In the mid 1950’s, the US Navy began to evaluate the use of similar spectroscopic techniques for its aircraft engines which, at that time, included gas turbines but predominantly reciprocating engines [2]. In 1961, a progress report on the spectrographic oil analysis program summarized its success for identifying reciprocating engine problems; however, it could not comment on its usefulness regarding the identification of gas turbine engine problems, since the engines being monitored had not been plagued by oil wetted component problems.

In 1968, the US Navy reported again on the spectrometric oil analysis (SOA) program for oil wear debris monitoring of various aircraft jet engines, reciprocating engines, transmissions, and gearboxes [3]. The program had been successful at identifying discrepancies in all of these types of equipment in service up to that time. The report mentioned that the US Army and US Air Force began their own program in the early 1960’s based upon the success achieved by the US Navy.

In the late 1960’s, although the US military was now using atomic emission spectroscopy (AES) and magnetic chip detector (MCD) technologies to detect oil wear debris particles in engine lubricating oils, the US military was also experiencing aircraft gas turbine engine failures due to surface fatigue in rolling element bearings which were not being detected soon enough prior to failure [4]. It was found that AES and MCD technologies did not detect the onset and progression of the wear debris important for certain types of failure modes such as surface fatigue. Therefore, by the time AES and MCD provided any significant indication of a problem, the aircraft gas turbine engine bearing damage had already progressed to an impending catastrophic failure mode state.

Scanning Electron Microscopes have been commonly used since the 1970’s in identifying the larger wear debris particles trapped in filters, screens or MCDs which was found to be useful in identifying the source of the debris. However, given the late notice of an impending failure from MCDs, this method still posed a risk of events going undetected. Historically, SEMs have been used for manual imaging/chip analysis. However, recent technology advancements to SEMs have made them capable at automatically analyzing wear debris in an industrial setting [5]. [C1] [SD2] This advancement has now  enabled alternative oil analysis methods to be possible by filtering the oil sample and characterizing the wear particles. This approach improves the sensitivity of the oil analysis on the order of 500X compared to traditional methods with the added benefit of characterizing each wear particle individually on the prepared patch.

In this study, we will compare the effectiveness of traditional SOA methods to this alternative oil analysis technique for providing condition monitoring of gas turbine engines.

  1. Method

The sample preparation for oil analysis per AES is well documented: a sample is oil is taken from the engine. After dilution with a solvent, the sample is introduced into the AES source (mainly plasma) after being nebulized. The nebulization process is critical and a high percentage of non-dissolved particles are removed [6]. It is recognized that the oil spectrometric analysis detection efficiency decreases as the sizes of particles increase [7][8].

An alternative oil analysis has been developed to predict failure [9]. An oil sample is taken from the engine according to specific instruction (location, time after engine operation…). Particles are then extracted from a known volume of oil by filtration on a media that will capture all particles of interest. The volume used can vary according to the nature of the mechanisms that are expected to be found. The size of the filter patch and the volume of solution needed have to be suitably selected to avoid overlapping of particles.

A portion of the filter is then analyzed using SEM. The larger the portion, the better is the accuracy of the analysis but the longer is the analysis. Evaluations need to be performed to determine the smallest volume that can be analyzed without losing key identifiers to optimize the analysis process. Considering that all wear particles collected in the filter patch are also included in the area analyzed, the efficiency of the method is not decreasing with particle size.

After SEM analysis, the specific chemical composition data obtained for particles are processed through software algorithms in order to classify them in specific alloy categories or material classes. Unclassified particles having a mix of elements are


 [C1]Not sure that I will made a reference to this paper written by Aspex, which is in my opinin a violation of the non-disclosure agreement we have with Aspex.

 [SD2]We changed the reference to Bill Hergurth paper in Journal of ASTM. Let me know if you are ok with this one


evaluated and often found to be associated with interactions between components and are classified as interaction zones [10]. The combination of an alloy category, material class and interaction zone are then used to determine the component that is associated with a specific failure mode.

The detection limit using this method is around 0.1 ppb for material such as M50, M50Nil, Inconel 718. This level of detection is significantly lower (500-10000X) than the level observed using oil analysis by AES.

  1. Results

    Figure 1 below demonstrates the significance of the added sensitivity of this alternative oil analysis method. The data represent the trend of normalized Titanium levels for a specific engine at different TSN (Time Since New) hours of operation. The data were normalized against the 97.7th percentile of the engine fleet for which over a thousand samples had been previously analyzed as per a standard normalization technique [11].


    The same samples were processed via AES and showed no Titanium concentration above the detection threshold of this method. The engine in question was pulled from service at TSN 3300 hours where the failure mechanism related to Titanium was confirmed during induction inspection and specifically traced to a degraded carbon seal in the engine.

  2. Discussions


The threshold limit to identify a critical sample that represents this particular failure mode is equivalent to a concentration of titanium of 1.3 ng of titanium/g of oil (ppb) – 0.0013 ppm - which is at least twenty-five times the detection limit for titanium (0.05 ng/g) for the new alternative oil analysis method.

Despite the fact that the failure mode involves a single element (Ti), it cannot be detected by AES oil analysis due to the very low level of detection required. AES oil analysis results are reported for titanium in tenths of ppm which is at least 100 times higher than the required level for this particular failure mode.

If there were many sources of titanium and a segregation had to be done to evaluate only titanium alloy (Ti 6Al 4V), then the new alternative oil analysis method could easily identify the alloy whereas AES could not, since some of the elements associated with the alloy may only be present in very low quantities below the level of detection of AES.


References

  • [1][1]     The spectrograph’s been working on the railroad - Spex Industries 1958
  • [2][2]     Determination of engine condition by spectrographic analysis of engine oil samples / Progress report O&R Dept. NAS Pensacola Apr 1961
  • [3][3]     The Navy spectrometric oil analysis program / Ward JM, SAE paper 680213 1968
  • [4][4]     A tribute to Vernon C Westcott – inventor of the Ferrograph / Machine Lubrication Mar 2004
  • [5][5]     Particle Characterizing and Sizing: SEM Utilizing Automated Electron Beam and AFA Software for Particle Counting and Particle Characterization. William Robert Herguth and Guy William Nadeau, Journal of ASTM International, Vol. 8, No. 6
  • [6][6]     Liquid Sample Introduction in ICP Spectrometry: A Practical Guide, José-Luis Todoli and Jean-Michel Mermet
  • [7][7]     Rotrode filter spectroscopy, does it have a place in the commercial or military oil analysis laboratory?, Malte Lukas and Daniel P. Anderson. Spectro Incorporated.
  • [8][8]     The effects of Metal Particle Size in the analysis for wear metal using the the rotating disc atomic emission technioque, Lukas, M., Giering L.P., presented at the International Symposium on Oil Analysis, Erding, Germany, July 1978.
  • [9][9]     Jean et al, Method and system for failure prediction using lubricating fluid analysis, US 9,897,582 B2, 2018/2/20.  (Filed 2012/10/26)
  • [10][10]   Jean et al, Evaluation of component condition through analysis of material interaction, US20160370341A1
  • [11]             Machinery Oil Analysis – Methods, Automation & Benefits, 2nd Edition, Larry A. Toms, Coastal Skills Training, 1998