How to read a sample analysis form

How to read your Fluid Analysis Report

A sample anaylsis form

Accurate, thorough and complete fluid and equipment information allows for more in-depth analysis and can eliminate confusion when interpreting results.

Customer Equipment and Sample Information

The information submitted with a sample is as important to who is reading the report as it is to the analyst interpreting the test results and making recommendations. Properly document your equipment and share this knowledge with your laboratory. Implement a sampling process for every piece of equipment in your Fluid Analysis program that can be followed consistently each time the unit is sampled. Accurate, thorough and complete fluid and equipment information allows for more in-depth analysis and can eliminate confusion when interpreting results.

Part of a sample Lubricant Anaylsis Report

Component Information
  • Component ID is each customer's opportunity to uniquely identify components being tested and their location.
  • Component Type should give as much detail as possible. What kind of compressor, gearbox, engine, etc., influences flagging parameters and depth of analysis. Different metallurgies require different lubrication and have great impact on how results are interpreted.
  • Manufacturer and Model can also identify metallurgies involved as well as the OEM’s standard maintenance guidelines and possible wear patterns to expect.
  • Application identifies in what type of environment the equipment operates and is useful in determining exposure to possible contaminants.
  • Sump Capacity identifies the total volume of oil (gallons, litres or quarts) in which wear metals are suspended and is critical to trending wear metal concentrations.

 

Filter information
  • Filter Types and their Micron Ratings are important in analyzing particle count - the higher the micron rating, the higher the particle count results.

 

Product Information
  • Product Manufacturer, Name and Grade identify a lube’s properties and its viscosity and is critical in determining if the right lube is being used.

 

Sample Information
  • Severity Status Levels:
    0 - Normal.
    1 - At least one or more items have violated initial flagging points yet are still considered minor.
    2 - A trend is developing..
    3 - Simple maintenance and/or diagnostics are recommended..
    4 - Failure is eminent if maintenance is not performed.
  • The laboratory at which testing was completed. The following Lab # is assigned to the sample upon entry for processing and should be the reference number used when contacting the lab with questions, concerns or feedback.
  • Make a note of the difference between the Date Sampled and then Date Received by the lab. Turnaround issues may point to storing samples too long before shipping or shipping service problems. Also noted is testing Date Completed.
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