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K 5

Shell
Standard
LubeAnalyst R 199
G 79
B 79

Shell
Websafe

LubeAnalyst R 153
G 51

User Guide B 51
Shell LubeAnalyst User Manual
Table of Contents
Introduction to Shell LubeAnalyst. ................................................................ 3
Registering with Shell LubeAnalyst................................................................ 4
Registering as a New Shell LubeAnalyst Customer. ............................................... 4
Registering or Modifying Equipment/Vehicle Information. ..................................... 5
Register/Modify Equipment for Industry and Marine.............................................................. 6
Register/Modify Vehicles for Transport and Construction. ..................................................... 7
Ordering Materials from Shell LubeAnalyst. ........................................................... 8
Choosing a Shell LubeAnalyst Test Suite....................................................... 9
Standard Test Suites using Pre-paid Test Kits. ....................................................... 9
Standard (K1) - Transport & Construction.............................................................................. 9
Standard (K2) - Industry & Marine. ...................................................................................... 10
Advance Test Suites using Post-paid Test Kits..................................................... 10
Tailor-made Equipment Specific Test Suites. ....................................................... 10
Shell LubeAnalyst Test Suites............................................................................... 10
Shell LubeAnalyst Optional Test. .......................................................................... 12
Registering Oil Samples with Shell LubeAnalyst........................................... 14
Why correct oil sampling is important. ................................................................. 14
General instructions for correct oil sampling. ....................................................... 14
Ensuring Health and Safety conditions................................................................................... 14
Ensuring the quality of the sample......................................................................................... 14
Avoiding contamination of the sample................................................................................... 14
How to take a good sample................................................................................... 14
Drawing a sample with a sample pump. ................................................................................ 14
Sampling from circulation systems. ....................................................................................... 15
Sampling from reservoirs, sumps and tanks. .......................................................................... 15
Sampling from splash, slinger-ring and flood lubricated components. ..................................... 15
Vacuum pump thief sampling. ............................................................................................... 15
Sampling from a heat transfer system. ................................................................................... 16
Shell LubeAnalyst Sample Label Forms. ..................................................... 17
Sample Label for Standard Pre-paid Test Kits. ..................................................... 17
Sample Label for Post-paid Advanced Test Suites................................................ 17
Completing the Sample Label................................................................................ 18
Keeping Track of Shell LubeAnalyst Oil Samples. ................................................ 18
Interpreting the Shell LubeAnalyst Sample Reports...................................... 19
The Standard Report (K1 & K2 Test Kits). .......................................................... 19
The Advanced Report ........................................................................................... 20
The Ad-hoc Report ............................................................................................... 21
The Annual Report................................................................................................ 21
Receiving the Shell LubeAnalyst Sample Reports......................................... 22
The Internet Sample Reports ................................................................................ 22
The Email Sample Report ..................................................................................... 22
The Fax Sample Report ........................................................................................ 22
The Post Sample Report ....................................................................................... 22
Using the Shell LubeAnalyst Web based Software....................................... 23
Internet access...................................................................................................... 23
Navigating through the Shell LubeAnalyst application........................................... 23
Equipment Management Section............................................................................................ 23
Sample Management Section. ................................................................................................ 24
Management Results Section ................................................................................................. 25
Registration Section............................................................................................................... 25
Order Section ........................................................................................................................ 25
Miscellaneous Sections.......................................................................................................... 25
Invoicing for Shell LubeAnalyst Samples ..................................................... 26
Introduction to Shell LubeAnalyst.
Welcome to Shell LubeAnalyst, the leading global oil and Equipment condition monitoring service

Shell LubeAnalyst is like a health check for your oil and Equipment. It is a condition monitoring
service, which helps to keep your business running smoothly.

Why Shell LubeAnalyst can help you improve Equipment reliability and save money on your
maintenance?

The Shell LubeAnalyst system has been designed as an early warning system that identifies signs of
increased wear and evidence of unwanted contaminants or lubricant degradation. This condition
monitoring service enables preventative and predictive maintenance.

Lubricants are designed to perform many functions: reduce friction and wear, transfer power, remove
and control contaminants to name just a few. Consequently, the analysis of used lubricants can reveal
important information about the condition of machinery and the ongoing serviceability of the
lubricant. In many applications, an aged lubricant can begin to cause damage to machinery rather than
protect it. Whether this is due to excessive contamination or chemical degradation, oil analysis is the
most effective means of detecting this common problem and optimising service intervals.

Oil analysis is also one of the most effective ways of trending wear and identifying wear behaviour,
whether this is via time based trending of wear or the morphological study of individual wear particles.

Five simple steps to the Shell LubeAnalyst Equipment condition monitoring service

Register your customer details and Equipment with Shell LubeAnalyst


Collect the oil sample
Label the oil sample
Send the oil sample
Read the lab report with the diagnosis and recommendations.

How do I get the most out of Shell LubeAnalyst?

Define your goals clearly, so that the tests performed fit the application. Take the time to complete
the sample registration process to determine true conditions and ensure accurate testing.

--------
Please note that the assessment of lubricant condition is a complex task. Shell and its related bodies corporate have prepared this document as a
guide only, to assist you in using the Shell LubeAnalyst service. It should not be regarded as an authoritative for all machinery, in all
circumstances. If in doubt about a particular aspect of testing, contact the Equipment manufacturer or your local Shell representative.

This document is provided on the condition that neither Shell nor its related bodies corporate shall be liable for any loss, damages, costs and
expenses (including loss of profits, business or anticipated savings or any direct or consequential losses of whatever kind) incurred by customers or
any other person or entity arising out of reliance on, use or communication of this document.

Shell outsource some aspects of the Shell LubeAnalyst Condition Monitoring Service to third parties.
Registering with Shell LubeAnalyst.
Registering as a New Shell LubeAnalyst Customer.

You may obtain the following Shell LubeAnalyst Customer Registration and Material Order Form from
your Shell LubeAnalyst contact. Please complete this form as detailed below.

As a new
customer tick
this box

Write your
If you want to detailed address
change your here
address details tick
here and write your
Internet Login
here.

Decide how to
receive your sample
results; the best way is
If a colleague
by e-mail.
should also get
sample results,
write their e-
mail address
here.

After putting in all the relevant information, please forward it to your Shell LubeAnalyst focal point;
they will then use the details to register you onto the Shell LubeAnalyst condition-monitoring
programme.

Along with this form well also need to register your Equipment/vehicles.
Registering or Modifying Equipment/Vehicle Information.
To get the best out of the Shell LubeAnalyst condition-monitoring programme each Equipment/vehicle
needs to be registered with a unique Shell LubeAnalyst LubeAnalyst number. This number must then be
quoted on every sample label submitted. The Shell LubeAnalyst diagnostician can then spot trends in the
test results thereby helping to predict Equipment/vehicle potential failures.

Registering your Equipment/vehicle information is easy. However, the more information given, the
better able the diagnostician to advise you on the condition of your lubricant and Equipment/vehicle.

What type of
Equipment or vehicle?

Industry & Marine Equipment Transport & Construction Ad hoc Equipment

Typical industry Equipment Typical Transport vehicles This is a very easy to use
includes machines like turbines, include cars, buses, and part of the Shell
industrial gears, hydraulics, gas- passenger/freight units and LubeAnalyst service. For
engines, circulating systems, their associated engines, any Equipment/vehicle,
heat transfer systems, gearboxes, transmissions, whether registered with
transformers, and compressors. axles and final drives. For Shell LubeAnalyst or not,
For Marine this includes large Construction this includes you can send in one-off, or
slow/medium speed diesel building and surface mining ad-hoc, samples to help
engines. Equipment. analyse a specific problem,
i.e. an unusual or
unexpected
When registering Equipment or vehicles please remember that
Equipment/vehicle
the more information that is given, the better and more detailed
condition. The analysis and
and accurate the diagnoses will be about the lubricant and your
diagnosis will only be
Equipment/vehicle. This is the best way for Equipment
completed for that sample.
condition monitoring!
No Equipment/vehicle
You should also detail maintenance/lubrication information
sample history will be used
when sending in new samples.
and please note the
The benefit is a more detailed, trended diagnoses including
diagnoses are not as good as
graphs for the important properties of the oil and
for registered Equipment!
wear/contamination graphs indicating Equipment/vehicle
An ad-hoc sample is not a
condition.
faster service.

It is important to note that a separate form is required for every Equipment/vehicle that condition
monitoring is to be undertaken for. When submitting ad-hoc samples, simply use the sample label and
tick the relevant box. To order sampling materials and pre-paid kits see below.
Register/Modify Equipment for Industry and Marine.

You may obtain the following Shell LubeAnalyst Equipment Registration Form from your Shell
LubeAnalyst contact. Please complete this form as detailed below. Alternatively you can register new
Equipment using the Shell LubeAnalyst web based software.

If you are already


registered as a
Customer write the
Shell LubeAnalyst
Customer registration
number here.
Write the name of
your company here.
If it is an existing
machine, dont forget
to write the Shell
If registering a new LubeAnalyst number
machine tick here. here.
If modifying an
existing Shell
LubeAnalyst machine Write in here your
tick here. own machine
description and
reference id, these
Write the will be printed on the
manufacturer and sample report along
model details here. with the sample
This is vital for number.
accurate diagnosis.

How much time per


day do you use your Detail the type of
machine? component here and
give us the necessary
information using the
tick boxes.

If you do not want to


do a standard test
only, then write here
the additional test
codes for the options.
Additional tests can
only be added to the
advanced post-paid
service. The pre-paid
kits have standard test
suites that cannot be
changed or added to.

After putting in all the relevant information, please forward it to your Shell LubeAnalyst focal point;
they will then use the details to register your Equipment onto the Shell LubeAnalyst condition-
monitoring programme.

Please note that separate forms are required to register every piece of Equipment that will be regularly
sampled. This is usually critical or important plant Equipment.
Register/Modify Vehicles for Transport and Construction.

You may obtain the following Shell LubeAnalyst Vehicle Registration Form from your Shell
LubeAnalyst contact. Please complete this form as detailed below. Alternatively you can register new
vehicles using the Shell LubeAnalyst web based software.
If you are already
registered as a
Customer write the
Shell LubeAnalyst
Customer registration
number here.
Write the name of the
your company here.
If it is an existing
vehicle, dont forget
If registering a new to write the Shell
vehicle tick here. LubeAnalyst
If modifying an registration number
existing Shell here.
LubeAnalyst machine
tick here. Write in here your
own vehicle
description and
Write the reference id, these
manufacturer and will be printed on the
model details here. sample report along
This is vital for with the sample
accurate diagnosis. number.

Detail the type of


How much time per component here and
day do you use your give the necessary
machine? information using the
tick boxes.

If you do not want to


do a standard test
only, then write here
the additional test
codes for the options.
Additional tests can
only be added to the
advanced post-paid
service. The pre-paid
kits have standard test
suites that cannot be
changed or added to.

After putting in all the relevant information, please forward it to your Shell LubeAnalyst focal point;
they will then use the details to register your vehicle onto the Shell LubeAnalyst condition-monitoring
programme.

Please note that separate forms are required to register every vehicle and component that will be
regularly sampled.
Ordering Materials from Shell LubeAnalyst.
You can order materials when registering as a new customer. To re-order materials for ongoing
sampling, the form is the same as the customer registration form. When you are a new Shell
LubeAnalyst customer, your focal point will advise what kind of material you need and will send it after
you are registered. Thereafter simply order materials as required. Please complete this form as detailed
below. Alternatively you can order new materials using the Shell LubeAnalyst web based software.
After putting in all the relevant information, please forward it to your Shell LubeAnalyst focal point;
they will then use the details to register your order onto the Shell LubeAnalyst condition-monitoring
programme, which will then be sent to you by post.

Tick here if you are


an existing Shell
LubeAnalyst Give us your Shell
customer. LubeAnalyst customer
number and the name
of the company for
Tick here for ordering identification.
materials.

If you using the


advanced service,
plus any optional tests,
If you need a
then choose exactly
purchase number on
which kind of bottle
the bill, please write it
sets you need. You
here.
will receive the
bottles, the sample
card, and a posting
package. The
If you are using the advanced service is a
standard service, post-paid service only,
choose the industry or paid per sample.
transport pre-paid kits
and how many you
need.
These are standard
kits that include
everything you need
for up to 10 samples. For additional
materials detail here
what you need. These
will be paid for it
separately.
Choosing a Shell LubeAnalyst Test Suite.
Shell LubeAnalyst offers two levels of predefined testing packages developed to identify known
Equipment/vehicle failures. These are Standard and Advanced. Your choice of test suite will vary
according to the type of Equipment/vehicle used, how mission-critical it is, and the type of failure or
problems you may have.

The Standard test includes the standard areas of inspection to identify typical Equipment/vehicle failures
and problems. If you require more enhanced results, you should opt for the Advanced test. Shell
LubeAnalyst also offers optional tests that can be tailor-made to your individual situation. This option
makes it possible to help identify problems specific to your Equipment.

Standard Test Suites using Pre-paid Test Kits.


This is the standard level of testing, which is suitable for non-mission-critical Equipment. Used on a
regular basis it can help you detect the most common types of Equipment/vehicle irregularities. Test
results and diagnoses are trended, with reports showing graphical output for key diagnosis identifiers.

ShellLubeAna lyst Sta nda rd/Adva nced Test Suites


Equipment/Vehicle Type Standard Advanced
Pre-Paid Sample Kit Post Paid Sampling
Engines (Diesel & Gasoline)
Gearboxes
Transmissions
Axles
Hydraulics
Construction Gears
Marine/Medium Speed Diesels
Industrial Gears
Hydraulics
Turbines
Gas Engines
Circulating Systems
Aviation Piston Engines
Compressors
Seal Systems
Heat Transfer Systems
Refrigeration Systems
Ammonia Compressors
Turbo Compressors
Greases
EDM Fluids
Fire Resistant Fluids
Transformers
Fuel Testing
Coolant Testing

ShellLubeAna lyst

Standard (K1) - Transport & Construction.


This test kit covers test suites for engines, gearboxes, transmissions, construction gears, axles and basic
hydraulics. The kit contains sufficient sampling materials for up to 10 samples. This kit is pre-paid and
the test suites are standardised and non-variable.

Standard (K2) - Industry & Marine.

This test kit covers test suites for Marine diesel engines, Aviation piston engines, and Industrial gears,
hydraulics, turbines, compressors, gas engines, and circulating systems. The kit contains sufficient
sampling materials for up to 10 samples. This kit is pre-paid and the test suites are standardised and
non-variable.

Advance Test Suites using Post-paid Test Kits.


This level of testing is more complex and can be tailor-made for special machines and mission-critical
Equipment/vehicles. It offers you a vast range of optional tests that are available and can be performed
depending on specific Equipment/vehicle duty cycles and requirements. If used on a regular basis, this
enhanced testing can give you a more accurate diagnosis on your Equipment/vehicle. It can also make
your machine maintenance more reliable.

This service covers advanced test suites for the pre-paid kits for engines, gears, hydraulics, etc, to
provide more accurate and detailed diagnosis. It also covers Equipment such as heat transfer systems,
compressors, seal systems, gas engines, refrigeration compressors, ammonia compressors, and turbo
compressors where identification/diagnosis of Equipment failures is more complex. Also, optional tests
like fuel, coolants, fire resistant fluids, transformer oils, heat transfer systems and advanced turbines are
available.

Tailor-made Equipment Specific Test Suites.


This is a tailor-made service for special machines and extremely mission-critical Equipment. It offers a
vast range of optional tests that are available to help diagnose on specific Equipment requirements.

Shell LubeAnalyst Test Suites.


Test Groups
Application Options
Standard Advanced
Transport & Manual & Automatic Manual & Automatic
Construction Transmissions & Gearboxes Transmissions & Gearboxes
Kit 1 (SEK2) Appearance (Special) Standard plus Wear Index (WPIO)
Pre-paid Box of 10 Metals/ICP (SPEO) Optional tests Wear Severity Index (ISUO)
VK 100C (V10O) Millipore Sludge 5 (G5O)
Water Content (OQO) TAN (TANO)
Construction Equipment Gears Construction Equipment Gears
& Hydraulics & Hydraulics
Metals/ICP (SPEO) Standard plus Wear Index (WPIO)
VK 40C (V40O) Optional tests Wear Severity Index (ISUO)
Water Content (OQO)
Diesel & Gasoline Engines Diesel & Gasoline Engines
Blotter Spot (TACO) Standard plus Fuel Dilution Diesel (DILO)
Flash Point (FLGO) Water Glycol (GOLO) Fuel Dilution Gasoline (DIEO)
Metals/ICP (SPEO)
VK 100C (V10O)
Water Content (OQO)
TBN (TBNO)
Industry Compressors, Circulating Industrial Gears, Circulating
Kit 2 (SEK2) Systems, Hydraulic Systems, Systems
Pre-paid Box of 10 Industrial Gears, EDM, Turbine Standard plus Analytical Ferrography (FEO)
Systems Colour Option (CO) pH Option (PHO)
Appearance (Special) Wear Severity Index (ISUO) For PAG use (G5TO)
Metals/ICP (SPEO) Millipore Sludge 5 (G5O)
TAN (TANO) Compressors, Hydraulics
VK 40C (V40O) Standard plus Analytical Ferrography (FEO)
Water Content (EAUO) Colour Option (CO)
Water Content (OQO) Particle Count (PCO)
Test Groups
Application Options
Standard Advanced
Millipore Sludge 0.8
(G08O)
Marine Diesel Engines
Blotter Spot (TACO)
Flash Point (FLGO)
Metals/ICP (SPEO)
TBN (TBNO)
VK 100C (V10O)
Water Content (OQO)
Aviation Piston Engines Aviation Piston Engines
Fuel Dilution Gasoline Standard plus Oxidation (OXNO)
(DIEO) Optional tests TAN (TANO)
Metals/ICP (SPEO)
VK 100C (V10O)
Water Content (OQO)
Gas Engines Gas Engines
Metals/ICP (SPEO) Standard plus Initial pH Jenbacher (IPHO)
Oxidation (OXNO) TBN (TBNO) Chlorine Content (CLO)
TAN (TANO)
VK 100C (V10O)
Water Content (OQO)
Heat Transfer & Seal Appearance (Special) Flash Point (FLMO)
Systems Flash Point (FLEO) Colour Option (CO)
SEAD VK 40C (V40O) Metals/ICP (SPEO)
Water Content (EAUO) Millipore Sludge 0.8 (G08O)
TAN (TANO) Millipore Sludge 5 (G5O)
Heat Transfer & Seal Appearance (Special) Colour Option (CO)
Systems (German Flash Point (FLMO) Metals/ICP (SPEO)
Mrkt) VK 40C (V40O) Millipore Sludge 0.8 (G08O)
HTAD Water Content (EAUO) Millipore Sludge 5 (G5O)
Conradson Carbon (RCOO)
Coolant Systems Appearance (Special)
LRCO Density (MVO)
pH Option (PHO)
Water Content (Special)
Metals/ICP (SPCO)
Diesel Fuel Density (MVFO)
FOAD Micro-organism (BACO)
Millipore Sludge 0.45
(G45O)
Sulphur (SUO)
Water Content (EAUO)
Transformer Test Appearance (Special) Power Factor (PFO)
ELCO Dielectric Strength (RDIO) Gases (GAZO)
TAN (TANO) Furans Compounds (FUO)
VK 40C (V40O) PCBs
Water Content (EAUO)
Grease Lubricated Appearance (Special) Appearance (ASCO)
Bearing Metals/ICP (SPGO) Penetration (PWO)
GRCO
GRAD
Fire Resistant Appearance (Special) Optical Particle Count (OPC)
Hydraulic Metals/ICP (SPEO)
HFB TAN (TANO)
HFC VK 40C (V40O)
Water Content (Special) -
HFB
Water Content (EAUH) -
HFC
Refrigeration Appearance (Special)
Compressor Metals/ICP (SPEO)
RCAD TAN (TANO)
VK 40C (V4DO)
Water Content (EAUO)
Colour Option (CO)
Wear Severity Index (ISUO)
Millipore Sludge 0.8
(G08O)
Refrigeration Ammonia Appearance (Special)
Compressor Metals/ICP (SPEO)
RAAD TBN (TBDO)
VK 40C (V4DO)
Test Groups
Application Options
Standard Advanced
Water Content (EAUO)
Colour Option (CO)
Wear Severity Index (ISUO)
Millipore Sludge 0.8
(G08O)
Turbo Compressors Appearance (Special)
TOAD Metals/ICP (SPEO)
TAN (TANO)
VK 40C (V4OO)
Water Content (EAUO)
Colour Option (CO)
Millipore Sludge 0.8
(G08O)
Turbine Appearance (Special) Gas Turbines
TBCO Metals/ICP (SPEO) Foaming (1+2+3) (MO2O)
TAN (TANO) RBOT (RBOO)
VK 40C (V4DO) Steam Turbines
Water Content (EAUO) Water Separation (WSO)
Colour Option (CO) Foaming (1+2+3) (MO2O)
Millipore Sludge 0.8 RBOT (RBOO)
(G08O) Water Turbines
Air Release (AREO) Foaming (1+2+3) (MO2O)
Particle Count (PCO)

Shell LubeAnalyst Optional Test.


Test options
Test Method Terminology DESCRIPTION Test STANDARD Vol
Code
Air release Characteristics (IP 313) Air release Option AREO IP 313 250 ml
Rust Preventing Characteristics (ASTM D 665) Anti Rusting Option (fresh water) ARO ASTM D 665 400 ml
Anti Rusting Option (salt water) AROS ASTM D 665 400 ml
ASTM Colour (ASTM D 1500) Appearance + Colour Option ASCO ASTM D 1500 50 ml
Asphaltenes Option ASPO IP 143 20 ml
Blotter Spot Test Blotter Spot Option TACO In House 1 ml
Determination of Carbon (residue micro method) (ASTM D Carbon Conradson Option RCOO ASTM D 4530 20 ml
4530)
CFPP option CFPO EN 116 80 ml
Chlorine Content (DIN 51 408/2) Chlorin Content Option CLO DIN 51 408/2 10 ml
Conductivity COND In House (D 50 ml
2624)
ASTM Colour (ASTM D 1500) Colour Option CO ASTM D 1500 50 ml
Density Pyknometer (IP 189/190) Density Option Lubricant MVO IP 189/190 30 ml
Density Option Fuel MVFO IP 189/190 30 ml
Water Separability (ASTM D 1401) Desemulsibility Option DESO ASTM D 1401 100 ml
Dielectric strength RDIO IP 295 400 ml
(Breakdown voltage)
Fuel content by gas chromatography (ASTM D 3524) (not Diesel Dilution DILO ASTM D 3524 20 ml
for bio diesel)
Analytical Ferrography Ferro (Analytical) Option FEO In House 20 ml
Wear Severity Index Ferrography Wear Severity Index ISUO In House 20 ml
Filterability with water FO57 ISO 13357-1 300 ml
Filterability without water FI57 ISO 13357-2 300 ml
Filterability Index with water FIWO E 48690 300 ml
Filterability Index without water FIO E 48690 300 ml
Flash point, closed Cup (SETAFLASH) Flash Exact Option FLEO SETAFLASH 50 ml
FTIR (Oxidation / Nitration / Insolubles / Gycol / Water / soot FTIR
etc)
Furanic derivative (used on transformers to estabish the Furanic compounds FUO ASTM D 5837- 600ml
condition of the paper elements in the condensators) 99
Pensky Martens Closed Cup Flash Point (ASTM D 93) Flash Pensky Maertens Option FLMO ASTM D 93 100 ml
Flash point (Go/No Go) (ASTM D 3828) Flash Point (Go/no go) FLGO ASTM D 3828 10 ml
Foaming Characteristics (ASTM D 892) Foaming (1+2+3) Option MO2O ASTM D 892 400 ml
Foaming Characteristics ASTM D892 @ 24 c Foaming (1 sequence one only) MO10 ASTM D 893 200ml
Gasoline Dilution by Distillation (ASTM D 322) Fuel dilution Option DIEO ASTM D 322 30 ml
Gas in oil test used on transformers (type 1) Gas in Oil Option (9 gases) GAZO In House 300 ml
Gases test as above but from gas sample (requires special Buchholz gas analysis GAZO ASTM D 3612- See note
on site sampling Equipment) (Type 2) 01
Glycol option GOLO In House 10 ml
Insolubles N-Heptane INHO ASTM D 893 A 60 ml
Test options
Test Method Terminology DESCRIPTION Test STANDARD Vol
Code
Ionol content % IONO In house 10 ml
Initial pH (Jenbacher) IpH (Jenbacher) IPHO Jenbacher 20 ml
Infra Red Analysis IR Spectrum Option IRO In House 10 ml
IR Special Option IRSO In House 10 ml
Metals by ICP (ASTM D 5185) Metals/ICP (LUB) Option SPEO ASTM D 5185 10 ml
Metals/ICP (Coolant) Option SPCO ASTM D 5185 10 ml
Metal/ICP Grease SPGO ASTM D 5186 10ml
SPPO is a standalone option only Additive metals in ppm SPPO ASTM D 5185 10 ml
Bacteria Test Micro-organisms Option BACO MICRO TEST 10 ml
Millipore Solids 8m Millipore sludges 0.8 Option G08O In House 50 ml
Millipore Solids 5m Millipore sludges 5 Option G5O In House 40 ml
Millipore sludges 0.45 Option G450 In House 40 ml
Millipore Filtration Teflon G5TO In House 40 ml
Nitrite Analysis Nitrite (go/no go) Option NITO In House 40 ml
Oxidation/Nitration by FTIR Oxydation Nitration Option OXNO FTIR 10 ml
Automated Particle Counting (NAS 1638 & ISO 4406) Particle Counting Option PCO NAS 1638 & 60 ml
ISO 4406
Automated Particle Counting (New ISO 4406 3 digit code) Particle Counting Option PC9O ISO 4406 60 ml
Particle Counting by Microscopy Particle Counting Visual OPCO Microscope 100 ml
PCB Analysis (ISO C 27234) PCB Option PCBO ISO C 27234 50 ml
Penetration (unworked) Option PUNO ASTM D217 600 g
Penetration (worked) Option PWO ASTM D217 600 g
pH Determination (Jenbacher) pH Option PHO Jenbacher 20 ml
Power factor Option PFO ASTM D 924 600 ml
RBOT (ASTM 2272) RBOT Option RBOO ASTM 2272 200 ml
SAN (ASTM D 664) SAN Option SANO ASTM D 664 40 ml
Sulphur by IPC (ASTM D 5185) Sulfur for Diesel Fuel SUO ASTM D 5185 10 ml
TAN (ASTM D 664) TAN Option TANO ASTM D 664 10 ml
TBN (ASTM D 4739) TBN Option TB4O ASTM D 4739 10 ml
TBN (ASTM D 2896) After degazing TBN Option - after degazing TBDO ASTM D 2896 60 ml
TBN (ASTM D 2896) TBN Option TBNO ASTM D 2896 10 ml
Kinematic Viscosity (VK) 40C after Degas Visco 40 Option after degazing V4DO In House 10 ml
Viscosity Index (Calculation) VIO ASTM D 2270 NA
VK 100C VK 100 Option V10O ASTM D 445 10 ml
VK 40C VK 40 Option V40O ASTM D 445 10 ml
Water content OQO Aquatest 10 ml
Water Content HFC Water Content in HFC EAUH In House 10 ml
Water content Karl Fischer Water Content Option EAUO KF 10 ml
Steam demulsibility Water Separation WSO IP19 100 ml
Wear Index Wear Index WPIO PQ 60 ml
Notes:
1. Options should be available to add to any test suite or as stand alone / grouped and will be paid as an addition post paid item.
2. For Buchholz gas analysis you need a gas sample and therefore special Equipment and containers; sampling Equipment costs 300
and sample bags cost 230 per pack of ten + the testing costs.
Registering Oil Samples with Shell LubeAnalyst.
Why correct oil sampling is important.
Most lubricant condition monitoring services use an oil sample of only 100ml to represent a system
that may hold hundreds or thousands of litres of oil. The importance of taking a representative sample
cannot be over-emphasised. From the very first sample you begin investing in a valuable condition
monitoring programme. But this will only be achieved if every sample contributes to building an
accurate history from which trends in wear, contamination, and degradation can be determined.

General instructions for correct oil sampling.


Ensuring Health and Safety conditions.

Always observe safety rules. Take particular care with high-pressure piping and thermal systems and any
sampling close to electrical Equipment or when sampling from a drain line. If in doubt, please contact
your Technical Advisor.

Ensuring the quality of the sample.

We recommend a consistent method of taking a sample. Always take the sample at the same point, in
the same way and after the same amount of time. For example, if you previously took the sample half
an hour after the machine has been started, please make sure that the next sample is taken half an hour
after the start of the machine as well. We recommend that you sample a component while it is running
(if it is safe to do so) or within 30 minutes after shutdown. Always keep in mind to refrain from
sampling right after a large volume of lubricant has been added.

Always be sure to draw sufficient of the sample to fill the bottle. 80% full is a good level to aim for as
this will ensure that there is adequate sample to complete all tests and will ensure adequate ullage to
allow sample agitation by the laboratory.

Avoiding contamination of the sample.

Areas where lubricant flow is restricted or where contaminants and wear products tend to settle/collect
should be avoided as sampling points. Always take the sample in the most hygienic of conditions. In this
way, you can avoid contaminating the sample, which could lead to an incorrect analysis. Always use the
right sampling Equipment and the bottles supplied by Shell and make sure that they are unopened,
unused and clean. Always clean the sampling kit immediately after use. After taking the samples, check
to make sure that the bottles are tightly closed.

It is important that the gun/bottle assembly is kept upright while in use to prevent oil entering the gun.
Should this occur, disassemble it immediately and flush thoroughly with white spirit or kerosene. Dry
before reassembling. DO NOT FLUSH GUN WITH PE TROL OR DEGREASING FLUID.

How to take a good sample.


Drawing a sample with a sample pump.

1. Use a Shell LubeAnalyst sample bottle; remove the cap and screw into the pump body.
2. Using a new length of tube for each sample, push the tube through the top of the pump until it
appears half way down the sample bottle. Please make sure to tighten the thumbscrew to secure the
tube.
3. Place the end of the tube into the sampling point.
4. Ensure that the sample bottle is vertical throughout the sampling operation and that it is not
overfilled.
5. Unscrew the bottle and immediately screw on the cap to avoid any contamination.
6. Complete the sample label and send the sample and sample label to the laboratory.

Sampling from circulation systems.

For circulating systems one of the best sampling locations is a live zone upstream of filters where
contaminants and wear debris are the most concentrated. Usually, this means sampling from fluid return
lines or drain lines. For systems where oil drains back to a sump without being directed through a line
(such as engines), draw from the pressure line down-stream of the pump (before the filter).

Permanent sampling points should be at elbows in pipe runs in preference to straight sections. This will
help to ensure that the flow regime at the sample point is turbulent and that wear and contaminant
particles do not drop out of suspension.

Sampling from reservoirs, sumps and tanks.

Avoid sampling from dead zones of static tanks and reservoirs. In particular, sampling from the bottoms
of sumps should be avoided because the wear debris and contaminants collected are likely to be the
results of build up over time and may not represent current operating conditions. The sample point
should be near the mid-point between the surface of the oil and the floor of the tank/sump and away
from walls.

Sampling from splash, slinger-ring and flood lubricated components.

Splash, slinger-ring and flood-lubricated components are best sampled from drain plugs but only after
considerable flushing. In a similar manner, permanent valves should be wiped clean and then flushed
prior to sampling to ensure that any dead-leg debris is excluded from the sample.

Vacuum pump thief sampling.

For thief sampling the Shell LubeAnalyst operator should follow the recommended instructions in order
to ensure that representative samples are taken. Thief sampling utilises a vacuum pump and plastic
tubing in order to draw samples via points such as dipstick tubes and filler plugs on gearboxes and
transmission.
When using a vacuum pump the oil does not make contact with the gun, consequently vacuum pumps
are preferred over syringes. By comparison, syringes must either be flushed or replaced between samples
in order to prevent cross-contamination.

Tips for Successful Thief Sampling


Tip 1: Cutting the bottom of the tubing at an angle of 45 degrees reduces the likelihood of drawing
sludge from the bottom of sumps and tanks;
Tip 2: Plastic tubing can be difficult to control once it enters a system via a filler plug. In order that the
tube end does not draw oil from the sides or bottom of systems it may be necessary to use a custom
made dipstick such that the tubing is clipped to the dipstick and the dipstick / tube combination is
inserted into the system to be sampled. This should also prevent the uncontrolled sampling tube being
fed into the path of meshing gear teeth. Care must be taken to ensure that the dipstick is thoroughly
cleaned prior to sampling.

Sampling from a heat transfer system.

Please take note that for safety reasons taking oil samples from the heat transfer system it is important
to note that the temperature of the oil could be over 100 degrees Celsius. If the correct guidelines are
not followed it will be impossible to make a correct diagnosis.

Always make sure that the oil has cooled before taking the sample.
Always use alu minium bottles for taking the oil sample. Plastic containers are not appropriate because
they tend to melt due to the high oil temperature.
Always cap the bottles directly, so that the gases cant leak.
Shell LubeAnalyst Sample Label Forms.
There are two types of sample labels; one for pre-paid standard kits (Industry and Transport) and one
for Advanced, post-paid, test suites and optional testing.

Sample Label for Standard Pre-paid Test Kits.

Critical Information:
Sample date
Shell LubeAnalyst number
Lubricant & Lubricant Life
Equipment Information

Sample Label for Post-paid Advanced Test Suites.

Advanced Test Suite Sample Label


Critical Information
Sample date
Shell LubeAnalyst number
Lubricant & Lubricant Life
Equipment Information
Component Information
Sample Details
Maintenance Interventions
Completing the Sample Label.
Some information on the labels is mandatory in that without this information it may not be possible to
process or diagnose the sample. Critical information is Sample Date, Shell LubeAnalyst number;
Lubricant & Lubricant Life; Equipment/Vehicle Life. For Advanced Test suite samples a more detailed
sample label is used where more detailed information is required. Missing information on the label could
lead to delays or to the sample not being analysed.

Please complete Steps 1 - 4 as follows paying particular attention to the mandatory fields.
Step 1: Enter the 12 digit alphanumeric Shell LubeAnalyst number for the Equipment / component that
is to be diagnosed. The Shell LubeAnalyst number is given on the top right hand side of your Shell
LubeAnalyst report for the Equipment / component. If you do not have this number ask your Shell
LubeAnalyst representative to supply it to you.
Step 2: Enter your Company Login Number, and Company name, plus any other contact details as per
the sample label used.
Step 2A: For Ad Hoc samples only, you need to provide the following information.
Equipment Number: Your Equipment / part identification number.
Equipment Description: Your description of the Equipment.
Equipment Location: Your location of the Equipment.
Your Component Type: Tick the appropriate box.
Step 3: Enter your sample details as follows:
Lubricant in use: Confirm the current lubricant used in the Equipment/Vehicle
Oil Life: The age of the oil since last changed (i.e. running hr; miles/km).
Date sample taken: Day/month/year.
Component Life: as appropriate.
Oil top up volume: added since last sampling.
Test suite: required for Ad Hoc samples only.
Additional test options: Any extra tests other than those registered.
Step4: Enter any Maintenance (for Advanced only) carried out on this Equipment/Vehicle since the last
sample.

Keeping Track of Shell LubeAnalyst Oil Samples.


After the samples have been taken, they will need to be sent to the laboratory for analysis in the pre-
paid envelope provided in the sample kits. Before posting your sample, please check to make sure that
the bottle is tightly closed and that the bottle label has been stuck on the sample bottle. Put both the
sample bottle and the rest of the label into the pre-paid envelope provided.

If your sample is urgent please contact your Shell LubeAnalyst Support Manager who will arrange for a
courier to pick up your sample (there is an extra charge for this service).

If you want to keep track of your sample while its being processed, the best way you can do so is by
using the Shell LubeAnalyst website: www.shell-LubeAnalyst.com. Alternatively contact the local Shell
LubeAnalyst Focal Point.
Interpreting the Shell LubeAnalyst Sample Reports.
This section explains the different types of reports available, plus how to interpret them. The three
main sample reports are all similar in that diagnoses, sample status (Red, Amber and Green), and test
results are all shown. In addition for both Standard and Advanced reports trended graphical output
showing key diagnosis areas are also shown, (note that two or more samples per Equipment/vehicle
component are required. The Advanced report shows test results for the last six samples and is produced
on two pages as a result. The Ad-hoc report is a single sample report and does not contain graphs or
trended test results.

The Standard Report (K1 & K2 Test Kits).


For all standard tests for both Transport and Industry. This report has one page and shows the last 3
analysis results plus graphs on oil properties, wear and contamination. It also includes comments and
recommendations from the diagnostician.
Sample status
indicator for
User ID for Equipment
web access. condition.

Sample Shell
registration LubeAnalyst
number. registration
number for the
component.

Customer contact
Equipment information.
registration
information.

Diagnosis with
possible causes
and solutions.

Analysis
results for the Trended graphs
last three showing critical
samples. diagnosis areas
for lubricant and
component
failures and
properties.
The Advanced Report
For all advanced test suites across both Transport and Industry, and including and specialised Equipment
specific test suites. This report has one page showing comments and recommendations from the
diagnostician, plus graphs on oil properties, wear, contamination and additives. The second page
includes all test results for the last 6 samples.
Sample status
indicator for
Equipment
User ID for condition.
web access.

Shell
Sample LubeAnalyst
registration registration
number. number for the
component.

Customer contact
information.
Equipment
registration
information.

Diagnosis with
possible causes
and solutions.

Trended graphs
showing critical
diagnosis areas
for lubricant and
component
failures and
properties.

Analysis results for the


last six samples, current
sample is shown in bold
highlight.
The Ad-hoc Report
This report is similar to the Standard report but the diagnosis section is without graphs, since there are
no other samples for comparison.

Sample status
indicator for
Equipment
condition.
User ID for
web access.
Shell
LubeAnalyst
Sample registration
registration number for the
number. component.

Customer contact
information.

Equipment
registration
information.

Diagnosis with
possible causes
and solutions.

Analysis
results for the
sample.

The Annual Report


Shell LubeAnalyst also offers the possibility of receiving an Annual report in addition to the standard
sample reports. The Annual report enables you to obtain a complete view of how your machinery has
performed throughout the year, along with its annual trend. It also offers you the possibility to compare
your test results against the data we have within our database. For more information please contact your
Shell LubeAnalyst Focal Point or Shell Representative.
Receiving the Shell LubeAnalyst Sample Reports
The reports can be received in four different ways:

The Internet Sample Reports


You will be able to view your own report in full colour, or create a pdf version to print, e-mail or fax.
There is no need to keep hard copies, or any other electronic copies, as it is possible to view sample
reports for the entire Shell LubeAnalyst sample history for the component. These reports are instantly
available immediately after the diagnostician has completed the sample diagnosis. To have this facility
it is necessary to register to use the Shell LubeAnalyst web based software.

The Email Sample Report


This report is sent via email as an attachment. The email subject line will include the sample number
and sample status making it easy to quickly identify critical samples. The attachments are a full-colour
report, either as a pdf or excel file, which you can then print/email yourself. This is the preferred
option, if not using the web based software, as emails are sent immediately after the diagnostician has
completed the sample diagnosis.

The Fax Sample Report


This report is normally a black/white version of the sample reports (standard, advanced or ad-hoc) but
sent via fax. Faxes are sent immediately after the diagnostician has completed the sample diagnosis. In
this instance hard copy reports will need to be retained but should you decide later to use the web based
software then all faxed reports will still be available online.

The Post Sample Report


You will receive all sample reports, in full colour, via the post. In this instance there will be a postal
delay once the diagnostician has completed the sample diagnosis. Again a hard copy reports will need to
be retained but should you decide later to use the web based software then all faxed reports will still be
available online.
Using the Shell LubeAnalyst Web based Software
Internet access
The aim of the Shell LubeAnalyst web site
is to give you direct access to your results
so that you can take action as soon as
possible. The Internet application also
gives you a new way to communicate with
Shell. In order to access the Shell
LubeAnalyst web site www.shell-
LubeAnalyst.com you will need to enter
your user ID and password. Shell will
provide you with both of these when you
register. If you would like access at a later
date please contact your Shell
representative.

Navigating through the Shell LubeAnalyst application.


Upon accepting your user ID and password,
the system will take you to the main menu.
The left-hand side of the screen always
displays the menu in the following way:

Equipment Management: all information


related to your Equipment.
Sample Management: all information
related to your samples.
Statistics: statistics on your results history.
Miscellaneous: access and administration
for ordering materials.
Clicking on any of the menu options will
take you straight there.

(The navigation menu has been shown fully expanded normally this would not happen.)

Equipment Management Section.

To manage all the Equipment/vehicles that are


registered within Shell LubeAnalyst, click
Equipment Management, then View option and
the screen lhs will appear. Click on either List of
Equipment or List of Components to show a
complete list of all registered Equipment/Vehicles
or Components; or click on Search on Equipment
or Search on Component to search for specific
information. Either option then produces a list,
click on the magnifying glass to view the
Equipment/Vehicle or Component.
From either the Equipment Details or
Component Details use the various options to
modify any details, enter feedback from maintenance or sample reports, register new
Equipment/Vehicles or Components, and register new samples prior to posting.
Sample Management Section.

This screen opens when first entering the


system. From here it is possible to search for
sample results (see opposite), click on the
sample status icon to view all reports since
the previous session. Alternatively search
for sample reports for specific Equipment or
periods, click See Results and then click the
sample status icon to see the report.

To track samples that have been sent for


diagnosis click on Sample Management /
Tracking. This opens a similar search screen;
click See Results to see where samples are.

To register new samples click on Sample


Management / Register, choose whether Standard
or Advanced and whether Industry or Transport on
the Shell LubeAnalyst online Sample Label
appears. Enter in the relevant details and this will
tell the laboratory that a sample is in the post.

To search for specific sample reports click on


Sample Management / Results. Complete the
search criteria and then click See Results; this will
create a list of samples as above.

Click on the sample and this will take you to a


screen showing the report details (see following).
Management Results Section

This section provides two additional standard


reports; there are the traffic light reports and the
failure type report. To produce either report first
enter the relevant criteria and click See Results.

The Traffic Light Report produces details for the


number and percentage of Red, Amber and Green
samples for the chosen criteria, plus the number of
Equipment/Vehicles and Components they relate
to.

The Failure Type Report (shown opposite)


produces a table showing the various failure types
and the number of samples against the relevant
failure type. A pie chart, from which it is possible
to copy into a document, follows showing
graphically the same information.

Registration Section

This section enables new Equipment/Vehicle and Components to registered, register new samples,
download the various registration forms. The application opens the online registration forms but in this
case no details are pre-completed. The password option allows you to change your user access password
to the Shell LubeAnalyst Web Site. The Customer Registration option allows you to modify your
customer details.

Order Section

This section enables ordering of materials for samples.

Miscellaneous Sections

Here is it possible to download user guides, brochures etc. as well as who to contact in case of a problem.
Invoicing for Shell LubeAnalyst Samples
After samples have been analysed and reports have been sent, an invoice will then follow. The invoice
will be the same format as the current invoices received from Shell. Information contained on the
invoice will be:
1) Invoice address details.
2) Order/customer number.
3) All samples that have been analysed and reports sent in the last month.
4) Any services you have used in the last month.
5) Contact details.
6) Payment details

Please note that:

You will not be charged for your Shell LubeAnalyst samples along with your lubricant and fuels
orders, these will be invoiced separately.
You will receive your invoice on a monthly basis.

If you have any problems relating to your invoice, the address or amount etc, please contact the Shell
LubeAnalyst Service Manager.

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