"A mechanic asked us what he should use to take a quality sample from a crankcase on a diesel engine. He was concerned that draining the oil from the sump of a engine would negatively bias the sample toward a higher-than-normal wear debris analysis and or particle count. Your thoughts?"
The best way to sample a diesel engine is to install a sampling valve on the main pressure feed, somewhere between the oil pump and full-flow filter.
Many newer engines, particularly CAT, have these pre-installed. You didn't mention the engine types, but I know that CAT will provide engine specific recommendations, and I'm sure other OEMs would do the same.
There are several different types of valves available, however we prefer what is generally called a minimess in oil analysis, actually a Stauff series 20 hydraulic test fitting.
If you cannot install a sample valve, drain sampling is not recommended. Instead, use a vacuum sampling gun and nylon tube, and insert through the dipstick. To ensure you don't sample sludge from the bottom of the crankcase, we also recommend using the dispstick to measure the tube length - typically cutting the tube 10 inches longer than the dipstick and inserting 1/2 inch shorter than the dipstick length will give a correct measure.
We also suggest cutting the tube end at an angle, again to avoid bottom sampling. While this procedure works and will give reasonably reliable data, you did indicate you were doing particle counting, in which case I would strongly encourage you to install an appropriate sample valve.
Mark Barnes, Noria Corporation
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