Oil Filter......Flow vs. Filtration?

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Originally Posted By: dnewton3
Being a "micro analysis" example, this was just one vehicle with one operator over several years of use. About as "controlled" as one can get without being in a lab. And just about as good a real-world example as I can hope to see.


Even though it might have been a "well controlled garage test", it still might not have been controlled well enough since we are looking for small differences. I'm sure if you could absolutely control all variables perfectly and only change the filter's efficiency in testing, you might see slightly stronger correlation, but I get that it's still in the noise level.

And again, the suspended particulate size range used in UOAs doesn't really even lead itself to being useful data to correlate filter efficiency - so it' kind of a bad source of test data to even use for filter beta correlation. You would need to have a UOA that measured everything below 60 microns instead of everything below 7 microns to see the effectiveness of an oil filter in the true range they are meant to filter the most particulate.

Given that, to me it's still better to use a higher efficiency filter because it certainly can't hurt anything unless someone is absolutely pinching every penny they have, or other aspects of a particular oil filter is more important to them beside filtering efficiency.
 
I am going to be helping in this debate soon with some real data. Am running right now Eneos 5w30 (semi)synthetic with an OEM Nissan filter in a 2011 Infiniti EX35 with 13,000 miles on the car. Am going to do an oil analysis with particle count at my next drain and for the next change am going with Amsoil top of the line oil and the Amsoil filter, and then will do another oil analysis. I plan to post both sets of results here on BITOG and will be quite intrigued to see if there is any difference in the wear rate of the engine because that's really what this debate should be about--do premium filters and premium oil lead to lower wear rates in engines? If they do, then arguably they are worth the extra cost, but if they don't, then it's questionable whether they are worth the extra cost. Am looking forward to contributing some scientific data to this debate. I will say that there is no start up noise at all using the OEM Nissan filter and I will be interested to see if that stays the same using the Amsoil filter. I'm sure the OEM filter here is definitely on the flow side whereas the Amsoil will surely be on the high filtration efficiency side.
 
Originally Posted By: ZeeOSix
So what's the answer to my question? Does anyone have or know a source of information where someone has actually collected data to correlate filters with efficiency of widely different levels with particle count measurements and engine wear rates?

Yes, but the information is proprietary.

It's the kind of information that is marketed to large users of filters or compiled by large fleet owners.

Again, in general lab measurements of efficiency and real world experience with engine wear do not correlate very well. The conditions of each are quite different and the lab tests do not account for adsorption and the other processes that take place in actual filtering of hot motor oil contaminated by soot, silica, unburned fuel, coolant, acids, and other foreign material.
 
Originally Posted By: Jasper8146
I am going to be helping in this debate soon with some real data. Am running right now Eneos 5w30 (semi)synthetic with an OEM Nissan filter in a 2011 Infiniti EX35 with 13,000 miles on the car. Am going to do an oil analysis with particle count at my next drain and for the next change am going with Amsoil top of the line oil and the Amsoil filter, and then will do another oil analysis. I plan to post both sets of results here on BITOG and will be quite intrigued to see if there is any difference in the wear rate of the engine because that's really what this debate should be about--do premium filters and premium oil lead to lower wear rates in engines? If they do, then arguably they are worth the extra cost, but if they don't, then it's questionable whether they are worth the extra cost. Am looking forward to contributing some scientific data to this debate. I will say that there is no start up noise at all using the OEM Nissan filter and I will be interested to see if that stays the same using the Amsoil filter. I'm sure the OEM filter here is definitely on the flow side whereas the Amsoil will surely be on the high filtration efficiency side.


As we have discussed, a UOA test doesn't even really give you a good particulate size range to make any good correlation to how the oil filter is trying to filter out particles that are much smaller than what it's really designed to do.

As I mentioned earlier, IMO you might see a slight shift because even if a filter is ISO rated at 99.9% @ 20 microns, it will still probably filter out some of those 7 microns and below particles. Will it filter out more than a filter rated at 50% @ 20 microns enough to see a definite shift in the particle count at 7 microns or less? From what I'm hearing, not really.

What would be interesting, and I'm sure someone has done it, is to add a super high efficiency by-pass filter on an engine with keeping everything else constant and see how the particulate count changes. I think then you'd see a much larger shift in the measured particulate counts in a UOA.
 
I didn't say that was all there was to it. In fact, my point was that I suspect it isn't all that important, within limits.

Originally Posted By: Wilhelm_D
Originally Posted By: kschachn
I will guess that the manufacturers have test data. I further wager that given the relatively low efficiencies of the Toyota and Honda filters, those manufacturers have determined that it does not matter, at least for their applications.

It is not all about "efficiency" tests

Filter performance in the real world is a lot more complicated than beta testing.
 
Originally Posted By: Jasper8146
I am going to be helping in this debate soon with some real data. Am running right now Eneos 5w30 (semi)synthetic with an OEM Nissan filter in a 2011 Infiniti EX35 with 13,000 miles on the car. Am going to do an oil analysis with particle count at my next drain and for the next change am going with Amsoil top of the line oil and the Amsoil filter, and then will do another oil analysis. I plan to post both sets of results here on BITOG and will be quite intrigued to see if there is any difference in the wear rate of the engine because that's really what this debate should be about--do premium filters and premium oil lead to lower wear rates in engines? If they do, then arguably they are worth the extra cost, but if they don't, then it's questionable whether they are worth the extra cost. Am looking forward to contributing some scientific data to this debate. I will say that there is no start up noise at all using the OEM Nissan filter and I will be interested to see if that stays the same using the Amsoil filter. I'm sure the OEM filter here is definitely on the flow side whereas the Amsoil will surely be on the high filtration efficiency side.



PUH-LEEZE don't make this ever-present mistake so often found around here ...

What you propose is an incidental look at individual results with no understanding of variation. You cannot fairly and accurately describe the relationship between the two conditions without also knowning how much variance is normal for those two situations. There is a H-U-G-E difference between analysis of micro data and macro data streams. You are not setting the situation up to prove which is "better"; you will have no where near the amount of data needed to draw any such conclusion. You'll have two UOAs; you'll need about 58 more of them, holding all other conditions as near steady-state as possible (difficult to do over a long time period).

Hence, my article about UOA "normalcy" ...
 
Originally Posted By: ZeeOSix
Originally Posted By: dnewton3
Being a "micro analysis" example, this was just one vehicle with one operator over several years of use. About as "controlled" as one can get without being in a lab. And just about as good a real-world example as I can hope to see.


Even though it might have been a "well controlled garage test", it still might not have been controlled well enough since we are looking for small differences. I'm sure if you could absolutely control all variables perfectly and only change the filter's efficiency in testing, you might see slightly stronger correlation, but I get that it's still in the noise level.

And again, the suspended particulate size range used in UOAs doesn't really even lead itself to being useful data to correlate filter efficiency - so it' kind of a bad source of test data to even use for filter beta correlation. You would need to have a UOA that measured everything below 60 microns instead of everything below 7 microns to see the effectiveness of an oil filter in the true range they are meant to filter the most particulate.

Given that, to me it's still better to use a higher efficiency filter because it certainly can't hurt anything unless someone is absolutely pinching every penny they have, or other aspects of a particular oil filter is more important to them beside filtering efficiency.




Well - this is why we don't see any SAE studies proving the correlation; they likely isn't much, if any.

What I can say, and it's a generally accepted concept in the world of high-dollar large lube maintenance programs, is that the presence of small wear partciles can come from two sources. It either comes from "normal" wear or "abnormal" wear.

It is VERY HIGHLY UNLIKELY that some small but catastrophic event would cause ONLY large particulate to shed. If a bearing were plowed up from a big offending particle or a cam follower gouged, and large particles were created, they would not be exclusive; it is reasonable to believe that small particles would also be formed at the same time. When you dig up dirt with a shovel, you may be able to get a big clump, but there are always small bits falling off; it's never a clean cut with no remnants. Or, to put it in more of a medical viewpoint, it's not an incision but an avulsion. When a bad event occurs inside an engine from a particle large enough to cause damage, that event is typically a violent one that tears away the weaker material. It's not a slice, but a tear. And therefore, small particulate comes off along with the big stuff. So while you can see particles large enough to be caught in the filter, you'll probably also see particles small enough to be discovered in the UOA.

In contrast, "normal" wear is most often from the abrasion of metal to metal, or simple sloughing due to fluid shear, etc. This typically will NOT result in large particles, but only small ones. Again, UOAs can see this, but they'd never show up in a PC.

The real problem is that there's simply too much variance in the response of UOA data to correlate any one event relative to what a catastrophic response would be in "normal" views. Each large event is somewhat unique and unpredictable, whereas the small events are very predictable. Think of the difference between a typical windy day versus a violent storm with a tornado. It's easy to predict normal weather changes, and we can predict the POTENTIAL for violent storms, but we can NEVER know ahead of time EXACTLY where the funnel cloud would touch down, or just how long it would last, or how wide it would be, etc, etc. The relationship between UOAs and PCs is very similar. I can tell you with certainty what "normal" wear should be like, but I cannot predict large particle events. Large particle events are fairly rare; if they were not our engines would suffer quite quickly. Many decades ago it was not uncommon to have engines wear out in less than 75k miles (or at least degrade to a very appreciable degree), but today that would be a rarity, as most well designed, made and cared for engines can EASILY go 3x or 4x that distance.

UOAs most often, but not always, can show elevated numbers from a big particle event. And PCs can show some response to "normal" wear. A PC or UOA will never be able to predict a true acute failure (broken con rod for example), but they can show tell-tale signs of impending doom, if you know the real wear data and variance for your application. UOAs and PCs can speak to chronic issues.

Much of the consternation comes from the fact that, while there may well be an incidental coincidence between some event causing both large and small particles, there's not any steady relationship between the percentages of those separate results. It's not like 770 particles at 20um will exist with exactly 2560 particles of 3um of Cu; it' just never is that clean of a line.

And that's why finding a true causational relationship between the two eludes most everyone. It's not like we've stumbled onto a new topic never discussed before, guys. This is old hat in true Predictive Maintenance circles. Most people here just play with UOAs as toys; that's OK. But there are folks out there that make their living running huge lube programs, and if they cannot find a direct link between UOA and filter efficiency data, what makes you think we can? Most anyone would agree that filtration will never hurt the lube system. But what many really entrenched folks can say is that really efficient filters often don't pay for themselves, once "clean enough" is established, in terms of equipment wear.

Where ultra-efficient filtration pays off is in the lifecycle of the LUBE, not the equipment. If you think back to many of my former posts, I've always said that premium filtration isn't about making an engine last longer, it's about making the lube last longer in service. I'll never say that "better" filtration is a waste, but I will say that "better" filtration will be wasted if you don't understand what it's to be used for.
 
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Originally Posted By: dnewton3
Most anyone would agree that filtration will never hurt the lube system. But what many really entrenched folks can say is that really efficient filters often don't pay for themselves, once "clean enough" is established, in terms of equipment wear. I'll never say that "better" filtration is a waste, but I will say that "better" filtration will be wasted if you don't understand what it's to be used for.


Agreed, and as most of us have always concluded also is that using an oil filter that is more efficient can't hurt, and many people use them for "peace of mind" if they don't care about the added cost of using more efficient, more costly filters. If people use a long OCI full synthetic filter with high efficiency, and use it for it's rated usage (like 10~15K) then those people are getting more value out of their filter purchase.

Originally Posted By: dnewton3
Where ultra-efficient filtration pays off is in the lifecycle of the LUBE, not the equipment. If you think back to many of my former posts, I've always said that premium filtration isn't about making an engine last longer, it's about making the lube last longer in service.


Yes, obviously the purpose of the oil filter is to keep the oil as clean as possible during its service life. If you can keep the oil cleaner you also help make the wear lower which also helps the engine last longer. Of course, changing the oil at the right time is probably the biggest factor in keeping the engine wear down - and the filter's job is to try and keep the oil as clean as possible during it's use. Having both of those in sync and on a timely maintenance schedule is the best you can do.
 
Yup.

And that is why I abhor the infamous GM filter study to which I refer. It is so grossly misunderstood because folks won't pay to actually buy and read it; they will only read a synopsis or listen to some lame explanation from someone else who's never read the full study.

In that study, I understand what they did, any why. In fact, I'm always a proponent of holding as many inputs steady as possible, so that the results are attributable to the variable. In the GM study, to manipulate filtration efficiency, they had to hold other things as constant, as well as "accelerate" the test. So they NEVER changed oil, they HEAVILY dumped dust into the sump, and then ONLY varied filtration. That is a great way to study filtration effects, but it does nothing for "real world" pragmatic application understanding. From a standpoint of "testing" filters, it was interesting. From a standpoint of how important "better" filtration is in your garage, it's worthless. And GM gave a direct, although subtle, nod to this very fact in that they admitted you'd never see such filtration disparity effect in normal field use; that's because in normal use, we actually are encouraged to change oil and not overwhelm the lube. The filter made a big difference because they set up the test protocol to magnify the effect. In your garage, it would never be as such, and therefore the filtration disparity does not exist.

The bottom line is that a sump of clean oil is "best" for your equipment. The level of "clean" is generally established by the OEM as a combination of the oil specification (API spec, etc), the OCI interval, and the filter used. They NEVER decide to ignore two-thirds of the equation, and focus on one. It is the combination of all three inputs that controls wear.

When it comes to contamination, you have two choices:
1) filter it out
2) dump it out
Either is a reasonably effective means of achieving the task. The ROI comes from analysis of each individual's contributing conditions. And that's why it's foolish to say that a FU is "best" when the OCI and FCI might be 5k miles; it just can never effect enough of a particulate load differential given those conditions. So it's a "waste" to put on such a great filter and under-utilize the product because it won't shift the wear appreciably at all under those conditions.
 
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Originally Posted By: dnewton3

The bottom line is that a sump of clean oil is "best" for your equipment. The level of "clean" is generally established by the OEM as a combination of the oil specification (API spec, etc), the OCI interval, and the filter used. They NEVER decide to ignore two-thirds of the equation, and focus on one. It is the combination of all three inputs that controls wear.


You are wrong about clean oil being "best", as these SAE studies say: Reference: http://papers.sae.org/2003-01-3119/
http://papers.sae.org/2007-01-4133/
"In one of our previous studies it was observed that engine oil samples collected from fleet vehicles after 12,000 mile drain interval showed 10-15 % lower friction and more importantly, an order of magnitude lower wear rate than those of fresh oils." ... "As in the previous study, the results showed [in this new field study with taxi fleets] that the aged engine oils provide lower friction and much improved wear protection capability. These improvements were observed as early as the 3000 mile drain interval and continued to the 15000 mile drain interval."

Sure, you can argue all day, make statements that are unsupported by careful engineering studies, yet you believe what what you will. Old wives tales.
 
Originally Posted By: ZeeOSix
.

Has anyone actually done a correlation exercise to determine if actual engine wear rate does correlate with Filter A and Filter B filtering efficiency specs? Filter A being much more efficient than Filter B - like using a PureOne for Filter A (99.9% @ 20 microns) and a Toyota OEM for Filter B (50% @ 20 microns).

I doubt that level of correlation has ever been done in a totally controlled way, and if so the data probably isn't public anyway.

.
The other scenario is that there would be no measurable engine wear different seen between Filter A & B if all other factors were held perfectly constant.

I'd like to see the results of a valid study like that. If anyone has a link to one, post it up.


SAE study about oil filters: http://papers.sae.org/881825/
"The level of filtration in an engine can have a significant impact on wear rates due to abrasive particles. Tests were conducted to establish a relationship between the level of filtration and abrasive engine wear. Although the tests were run in a laboratory environment, wear was reduced by as much as 70% by going from a 40 micron filter to a 15 micron filter.
Testing was performed on a heavy duty diesel engine and later with an automotive gasoline engine. The results from both engines were consistent and showed that the relationship developed can be applied to nearly any internal combustion recipricating engine."
 
It matches intuition that particle count and size has an impact on wear rates. There are other variables, yet we understand that. We understand that more particles cause more wear, period. A better filter acts to reduce wear, yes. ... For example, consider polishing and lapping as simple mechanical abrasion.
 
Fetchfar, I have two comments for your review ...


1) please review this thread, page four, 6th post down. In that post I CLEARLY describe how and why folks like you get fooled into thinking that particular three-decade-old GM oil filter study is worthy; it's not. You should join the SAE, buy the paper and read it. Just don't copy/paste part of the synopsis and think you understand the mantra of the study, or the concept of filtration.


2) please don't lecture me about the concept of tribochemical barriers (the topic of the Ford/Conoco study that you refer to); I've bought it and read it. I wrote an article about it, and showed its relevance to real world data. I never said anything about new oil, just "clean" oil. "Clean" being the term we're using here in reference to the concept of particulate loading. That concept is not discussed in the SAE article 2007-01-4133; the article is about tribochemical barriers relating to wear reduction, not particulate loading and wear reduction.
 
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dnewton3, the SAE article 2007-01-4133 paper is about a field study with taxi fleets, simply measuring wear, and you can bet the used oil was not "clean".
 
Originally Posted By: dnewton3
You should join the SAE, buy the paper and read it. Just don't copy/paste part of the synopsis and think you understand the mantra of the study, or the concept of filtration.


OK, I'll join the SAE, but first I need a Mechanical Engineering degree... Oh, thats right, I have one of those. With your permission can I also get an Aerospace Eng degree too? ... Oh, thats right, I already have one of those, too. With your permission can I get another tech degree? ... Oh, thats right, I already have a third one. ... And I'm a member of SAE already too. Don't lecture me on common sense when it comes to basic properties of oils or reading tech papers. Thanks in advance for your arrogance caving in....
 
And so you purchased and read those studies?

Please explain the relevance of the GM study to real world use. I mean, unless you never change engine oil, and don't run an air filter, and use a filter that is WAY above the typical absolute range for today's products, just where is the aplicability of that study to the vehicles in our garages?

Although taken a bit off topic for the thread, I'll give my position on what "clean" oil is ...
Clean is a point of acceptable particulate loading as defined by the controlling entity. Be it a lab, or the OEM, or your mom doing your laundry. There is an acceptable threshold for how much "stuff" that can be tolerated in the system applied against a desired outcome of performance and longevity. I don't define "clean" as some level that I personally set; "clean" to me means the level of acceptable wear rates as a response to the combination of lube add-pack, filtration and OCI. They work in concert.

When it comes to engine lubes, "clean" oil is good. It sustains longer service life. But there is a law of diminishing return when it comes to "clean". Clean enough is good, super-duper clean can be overly expensive and not provide a good ROI. Extra-great clean can not return much (if any) tangible wear reduction. "Clean" does not come from the age of the lube; it comes from the cycle-cleansing of the full flow filtration. When I speak of "normal" use and wear, I'm talking about statistical means and variance, not what Joe Schmoe believes is good for his pampered garage queen.

In the SAE study that Ford did on the Taxis in Vegas, I never said the lube was "clean". But I do contend it was "clean enough" to produce a low wear rate, as well as allow for a thriving tribo-chemical barrier to protect against wear. The filters were "good enough" over those 15k miles that large particulate was caught, but small particulate didn't effect the wear rates in a negative manner. If you've read the study, then you do know that the wear rates went down as the mileage increased. Your "common sense" must certainly tell you that particualte loading of the media continued, but apparently not to a point where the filter was overwhelmed or adverse wear would have resulted.

Small particulate is controlled by the add-pack; large particulate is controlled by the filter. Small particulate is prominenet; large particulate is not.

BTW - you don't need a degree to read and understand the studies. However, I too have a ME degree, and I ran PM lubricant programs for years for Ford, and I do statistical process QC for a living now. What is the purpose of being a braggart anyway? I've known some really intelligent folks that never got past HS diplomas, and some really highly degreed people that were "book smart" but couldn't think their way out of a paper bag. My point in asking if you had purchased and read the articles was to undrestand how much effort you put into the research. If you have truly purchased and read the articles, then you'd know the GM study is completely worthless to real-life lube systems because the wear induced was not typical of anything the average equipment would ever see (and GM acknowledged that in the study). If you bought and read the Ford study, you'd know that "clean" was not the topic of the paper; it was the oxidation induced anti-wear layers being studied.


I invite you to discuss in detail, how you believe the GM filter study is relevant to typical daily use in our garages. I do not believe it is.
I invite you to disucss in detail, how you believe the Ford study relates to "clean" oil. I do not believe it does.
I would like to understand your position on those two topics. Be specific in your references please.
 
dnewton3, The SAE papers speak for themselves. I'll take those careful engineering studies over your ramblings any day.
 
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