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Good decisions begin with a good sample.

Oil analysis · Guidance revision 8 October 2026

Build a repeatable baseline and a trend that your reliability team can actually use.

Establish the baseline

Before a filtration trial, record asset hours, oil hours, fluid identity, top-ups, recent repairs and operating conditions. Agree sampling location and procedure with the laboratory and site team. Take representative samples using a safe, approved method; do not improvise a live pressurised connection.

Repeat the method

Use clean laboratory containers and label each sample immediately. Keep the sampling point, operating state and method consistent where practical. Note any change so that a shift caused by sampling technique is not mistaken for a machine fault.

  • Asset and compartment ID
  • Date, time, machine hours and oil hours
  • Oil brand, grade and top-ups
  • Sampling point, method and operating state
  • Recent service, filtration and abnormal events

Read more than the particle count

Ask the laboratory which tests are appropriate to the fluid and application. Particle contamination, water, viscosity, wear indicators and oil chemistry answer different questions. A visually clear sample does not prove that oil remains fit for service.

Escalate on evidence

Compare trends with the laboratory's interpretation and equipment-specific limits. Investigate abnormal results and sampling errors before extending service intervals. Filtration cannot restore consumed additives or reverse all chemical degradation. This guidance is not a laboratory diagnosis or a drain-extension approval.

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