CA1087418A - Method and apparatus for monitoring oil degradation - Google Patents

Method and apparatus for monitoring oil degradation

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Publication number
CA1087418A
CA1087418A CA339,420A CA339420A CA1087418A CA 1087418 A CA1087418 A CA 1087418A CA 339420 A CA339420 A CA 339420A CA 1087418 A CA1087418 A CA 1087418A
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Canada
Prior art keywords
oil
temperature
constant
degradation
platform
Prior art date
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Expired
Application number
CA339,420A
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French (fr)
Inventor
Peter A. Hochstein
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MCGLYNN GERALD E JR
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MCGLYNN GERALD E JR
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Priority claimed from US05/628,810 external-priority patent/US4007629A/en
Application filed by MCGLYNN GERALD E JR filed Critical MCGLYNN GERALD E JR
Priority to CA339,420A priority Critical patent/CA1087418A/en
Application granted granted Critical
Publication of CA1087418A publication Critical patent/CA1087418A/en
Expired legal-status Critical Current

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Abstract

ABSTRACT OF THE DISCLOSURE
A method and apparatus for monitoring the degradation of oil, particularly crankcase oil. A first sensor includes creep material position-ed under constant stress in thermal contact with the oil to act as an analogue computer as it changes its length in response to temperature and the time at that temperature to register the degradation of oil due to the oil's oxida-tion. In addition, a second sensor registers the contamination of the oil by adding the number of times the oil is heated but not heated to a high enough predetermined temperature to disperse the water, acids and sludge which contaminate the oil. When the combination of these outputs reach a predeter-mined limit, a signal is provided. This is accomplished by an apparatus including a generally U-shaped bracket with a platform movably supported on the bracket for upward movement against a spring. A rod extends through the platform and is connected to a diaphragm which, in turn, is subjected to oil pressure to move downwardly, thereby moving the rod downwardly. A creep material is supported on the platform and extends upwardly in the direction of the rod to a distal end and is placed under a constant stress by a spring reacting between the distal end and the platform. The creep material changes in length exponentially when subjected to temperature and time, the operand of the exponent being the base of the natural system of logarithms. Associat-ed with the platform is a metal member having a pair of gripping tangs engaging the rod so that when the rod moves downwardly and returns after the oil pressure is released it will move the platform upwardly relative to the bracket unless the oil reaches a predetermined temperature at which time the tangs will move away from the rod allowing the rod to freely return upwardly without moving the platform. When the combination of movement or elongation of the creep material and platform movement upwardly is sufficient that the distal end of the creep material contacts the upper portion of the bracket an electrical signal is provided indicating that the oil is sufficiently degraded to be replaced.

Description

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This application is divided out of copending ~anadian application No. ~6~,047, filed October 25, 1976.
This invention relates to the monitoring of the degradation of oil and is particularly adaptable for monitoring the degradation of lubricating oil such as that utilized in the internal combustion engine of an automotive vehicle, although as will become more clear hereinafter, the invention is suitable for monitoring the change in a material undergoing a thermally acti-vated process which follows an exponential curve, the operand of the exponent being the base of the natural system of logarithms.
Although the invention has broader application, it was particularly developed to solven a problem associated with the lubricating oil used in the internal combustion engines of automotive vehicles. As is well known, the manufacturer of an automobile suggests to the automotive owner the intervals a~ which the oil should be changed. Normally, this will be after so many miles or after so long a time period. These suggested periods are based upon ~igures which would include most average drivers, however, there are a signi-ficant number of automotive users who will not fall within the parameters suggested by the automotive manufacturer. For example, a user may drive a station wagon automobile towing a twenty-two (22) foot trailer with a boat for sixteen ~16) hours and only cover eight hundred (800) miles yet the engine temperature was sufficiently high that the oil will have degraded to the point that it should be changed at the end of that sixteen ~16) hours. Continued use of that engine without changing the oil could ruin the engine long before the mileage suggested by the manufacturer for changîng the oil is reached. At the other end of the spectrum a driver may continuously drive his automobile under conditions whereby the oil is not even close to the degradation requir-ing that it be changed when the automobile reaches the number of miles at which the manufacturer suggests the oil be changed. As will be appreciated, there , j;.~,.l ' . ~

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are significant warranty problems to the manufacturer associated with changing the oil, particularly with large truck engines which are continuously operated and/or operated under severe conditions such as a heavily loaded truck travel-ling across the desert. Additionally, millions of gallons of oil are wasted because engine oil is changed when the oil remains very acceptable.
There are devices known to the prior art which provide a signal indicating that the oil should be changed. Most of them provide a signal indicating that the oil should be changed after a given number of engine hours, a given number of engine revoluticns alone or in combination with the operating temperature. These devices, however, do not actually monitor the degradation of the oil itself and are only slightly better than changing the oil at established mileage or time intervals. More sophisticated systems are known but they are expensive electronic systems which only approximate the ; degradation of the motor oil. Such devices are only practical with large expensive trucks where the cost can be justified because it is offset in the prevention of expensive repairs.
There is nothing known which monitors the degradation of engine lubricating oil by direct contact with the oil and which is responsive to the two components o~ the total oil degradation.
The ~irst component in the degradation o~ the lubricating oil is the oxidation of the oil which is an exponential function Gf the oil temperature and time at that temperature. The oxidation of the oil, of course, affects the oil's viscosity and the viscosity of the oil, in turn, affects engine ; wear. The oxidation of the oil and, consequently, the viscosity of the oil increases exponentially with time, as discussed in more detail by R. H. Kabel in his Society of Automotive Engineering paper, S.A.E. Trans. 79 13) 1888 (1970). The oxidation of the oil increases the solid particles in the oil ~hich, in turn, aff0cts engine wear. It has been shown that an engine ~ -. . .

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run under specific test conditions yields an oil with nominally 20% weight solid particles and a hundred fold increase in the viscosity. The solid par-ticles resulting from the oxidation were no larger than 5 to g microns in diameter and were dispersed in an oil phase which was nominally 34% oxidized.
These solid particles would not, of course, be filtered out by conventional oil filters. Additionally, the acid numbers of 11 and 64 were measured for the oil and solid particles respectively. The high acidi~y of the solid particles is, of course, detrimental to the engine. These tests are discussed in more detail in the article by J. A. Spearot in the publication of the American Chemical Society entitled "Industrial and Engineering Chemis~ry Product Research and Development", Vol. 13, No. 4 ~1974).
The increase in oxidation and viscosity of the oil is, of course, an exponential function of time and temperature and with the advent of anti-pollutant devices, lean carburation, nonideal spark advance and increasing under-hood temperatures have caused average oil operating temperatures to rise significantly. Also, increases in average driving speed and trip duration further compound the temperature problems; see E. Gallopoulous, Society of Automotive Engineering Paper No. 7, 00506 ~1970).
High temperature oil per~ormance parameters have been established by the American Petroleum Institute and the American Society for Testing Materials. A typical premium oil, with an A.P.I. I'SE" designation, is speci ied not to exceed 400% of the initial viscosity after forty eight ~48) hours on an ASTM sequence III~ engine test. The four fold increase in viscosity is considered the safe replacement point for automotive applications.
There is not available, however, a satisfactory monitoring appara-; tus which will monitor the engine oil to determine when the oil has degraded sufficiently by way of oxidation to increase the viscosity to the point where ~` the oil should be changed.

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The second component o~ the total degradation of the oil is the contamination of the oil by water, acids and sludge. Water, acid and sludge formation result primarily from piston ring and valve guide blow-by. The problem associated wi~h water, acid and sludge forma~io~ in the oil has been reduced somewhat by corrosion inhibitors added to the lubricating oil and/or by use of effective engine oil filters. When an automotive engine is operated a relatively short period of time such as in short run driving, the lubricating oil rarely reaches a high enough predetermined temperature to boil off the water and the volatile acids which cause excessive corrosion of internal engine parts. It is possible that the total accumulated engine hours of operating time would be under operating conditions where the oil does not reach the high enough predetermined temperature to boil off the contaminants and such could severely shorten the engine life. Continuous short trip service of an auto-nwtive engine would require that the lubricating oil be changed at an interval substantially less than the norm established or suggested by the manufacturer.
Short trips could ~e defined as those shorter than approximately three miles, which is the distance normally required to heat the lubricating oil to a temperature o~ approximately 210F, which temperature would boil off the water and volatile acids or contaminants in the lubricating oil.
According to one aspect of the present invention there is provided an apparatus for monitoring the degradation of oil comprising; sensing means for sensing the degradation of oil in accordance ~ith the equation Dl= ~ T maXnt~e E/RTdT wherein D is the degradation of ~he oil due ~o T min oxidation, T max is the highest temperature of the oil, T min is the lowest temperature of the oil, n is the oxidation constant determined by the proper- -ties of the oil, t is the time the oil is at a given temperature, e is the base o~ natural logarithms, E is the activation energy in oxidizing the oil ; measured in calories per mole, R is the "gas constant", and T is the oil .~. - ~ -~ , . .
' temperature, and support means for supporting said sensing means.
Preferably, the apparatus includes second sensing means for sensing the degradation of oil in accordance with the equation D2 = mS wherein D2 is the degradation of the oil due to contamination, m is the corrosive constant determined by the properties of the oil9 and S is the number of occurrences the oil is heated without reaching a predetermined temperature.
According to another aspect of the invention there is provided a method of monitoring the degradation of oil due to oxidation in accordance with the formula Dl= ~ ax nt-e E/RTdT wherein Dl is the degradation T min of the oil due t~ oxidation, T max is the highest temperature of the oil, T
min is the lowest temperature of the oil, n is the oxidation constant deter-mined by the properties of the oil, t is the time the oil is at a given tem-perature, e is the base of natural logarithms, E is the activation energy in oxidizing the oil measured in calories per mole, R is the "gas constant", and r is the oil temperature, said method including the steps of exposing the oil to an electrochemically active material which creeps when under constant stress at a rate which follows the equation dl=ce /R wherein dl equals the dt dt change in physical dimension per unit of time, c is a constant reflecting the physical dimensions of said material in combination with the ma~litude of the constant stress, e is the base of natural logarithms, U is a constant re-presenting the activation energy needed to cause the material to change in physical dimension and substantially equals E; and sensing a predetermined change in the physical dimension of the material.
Preferably, the method includes sensing the degradation of the oil in accordance with the e~uation D2 = mS wherein D2 is the degradation of the oil due to contamination, m is the corrosive constant determined by the pro-perties of the oil, and S is the number of occurrences the oil is heated ` without reaching a predetermined temperature.
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, Embodiments of the present inven~ion will now be described, by way of example, with reference to the accompanying drawings wherein:
Figure l is a side elevational view partially broken away and in cross section of an apparatus constructed in accordance with the subject invention and connected to an oil filter;
Figure 2 is an enlarged elevational view partially in cross section of the apparatus constructed in accordance with the subject invention;
Figure 3 is a cross-sectional view taken substantially along line 3-3 of Figure 2;
Figure 4 is a perspective view partially in cross section showing the connection between various components of the apparatus shown in Figures
2 and 3;
Figure 5 is a perspective view of one of the components of the apparatus shown in Figures 2 and 3;
Figure 6 shows a typical circuit for providing a signal from the apparatus shown in Figures 2 and 3;
Figure 7 is a side elevational view showing an alternatiYe construc-tion of one of the components of the apparatus shown in Figures 2 and 3;
Figure 8 is a graph showing the exponential change in physical dimension of a creep material subjected to heat and a constant force or stress;
and .~ Figure 9 is a graph showing the change in viscosity of a typical lubricating oil at particular temperatures.
An apparatus for monitoring the degradation of oil in accordance with the subject invention is generally shown at la. In Figure 1 the oil monitoring apparatus 10 is shown associated with the housing 12 of an oil ~ilter assembly including a replaceable oil filter cartridge 1~. The oil monitoring apparatus lO is a replaceable unit which may be replaced each time , . .

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the oil is changed and/or the filter cartridge 14 is changed, as will becoMe more clear hereinafter. Thus, the oil moni~oring apparatus 10 is shown as disposed within the lubricating oil as it passes through the filter housing 12.
It will be appreciated, however, that the oil monitoring apparatus 10 may be placed in thermal contact with the lubricating oil in itsown separate housing or even within the engine itself.
The apparatus 10 includes a first sensing means generally shown at 16 for changing in physical dimension in response to oil temperature and the time at that temperature to provide an exponential output indicating the de-gradation of the oil due to the oxidation of the oil. Also included is a second sensing means generally shown at 18 for producing an additive output reflecting the number of occurrences the oil is heated without reaching a high enough predetermined temperature to disperse the waterJ acids and sludge which contaminate the oil. Also built into the apparatus is a summing means for producing a sum of the outputs from the first and second sensing means.
The circuit represented in Figure 6 is a part of a signal means for ` providing a signal when the sum of the outputs from the sensing means 16 and :L8 reaches a predetermined limit.
The first sensing means 16 includes a creep means or material defin-ed by the member 20 which changes in physical dimension in response to heat energy or temperature when under a constant force or stress. The member 20 is generally U-shaped, as best seen in Figure 3, to include a base 22 and upward-ly extending legs 24. The upward distal ends of the legs 24 include the shoulders 26 and the first sensing means 16 further includes a force means defined by the spring 28 which places the legs 24 of the creep member under a substantially constant tensile stress or force.
An alternative of these components is shown in Figure 7 with like portions thereof indicated with like numerals but with the prime designation, . . ' .

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all of which are described further hereinaf~er.
The apparatus 10 also includes a support means generally indicated at 30 for supporting the first and second sensing means 16 and 18. The sup-port means 30 includes a bracket means defined by the bracket member 32. The bracket member 32 is generally U-shaped with a base 3~ and downwardly extend-ing legs 36. The downward distal ends of the legs 36 have shoulders 38 and outwardly extending flanges 40. The flanges 40 define means for attaching the bracket 32 of the support means to an oil filter assembly. The support means 30 also includes platform means generally indicated at 42 or supporting the creep member 20 and the spring 28 defining the force means and is movably supported by the bracket 32. A spring 43 reacts between the base 34 of the bracket 32 and the platform means 42 merely to prevent the platform means 42 from moving upwardly due to vibrations, jolts, or the like~ i.e., the spring 43 applies a very light downward load on the platform means 42. More speci-fically, the platEorm means 42 includes a plate 44 having a rectangular opening 46 therein. The plate 44 is made of an electrically insulating material which does not conduct electrical current such as a phenolic. The platform means also includes the metal guide members 48 supporting the ends of the plate 44.
As best illustrated in Figure 4J each guide member 48 has an upardly extend-ing portion with arms 50 embracing the legs 36 of the bracket member 32 where-by the guides 48 are slidably and movably supported by the legs 36 of the bracket 32. Each guide member 48 also includes a horizontally extending base portion 52 supporting the plate 44 with tabs 54 bent over the top of the plate 44 for securing the plate 44 to the guide members 48. Each guide member 48 also includes a stop means defined by the tangs 56 for allowing the platform means 42 to move relative to the bracket 32 only in one direction which is upwardly. The tangs 56 are defined by a rear~ard bend of the hori70ntal portions 52 and are pointed at the ends to dig into the interior surface of .

:,. - . . . : ~ : ~, the legs 36. Thus, the guide members 48 may move upwardly relative to the legs 36 of the bracket 32 but are prevented ~rom moving downwardly as the tangs 56 dig into the interior surfaces of the legs 36.
As will be appreciated, ~he spring 28 has one end disposed upon the plate ~4 with the other end engaging the shoulder 26 of the creep member 20 to place the creep member 20 under a constan~ force or tensile stress.
The second sensing means 18 includes a displacement means for mov-ing the platform means 42 upwardly relative to the bracket 32 when the oil is heated without reaching a predetermined temperature. The displacement means is defined by the rod means or rod 58 which extends through the platform means ~2 and through the base 34 of the bracket 32. An electrically insulating guide member 60 is supported in an aperture inthe base 34 of the bracket 32 and surrounds the upper end of the rod 58. The insulating member 60 prevents the flow of electrical current between the rod 58 and the bracket 32, the purpose of which will become more clear hereinafter. The displacement means also includes the diaphragm means or diaphragm 62 which is connected to the rod 58 through an electrically insulating member 64 for moving the rod 58 in response to oil pressure. The out~r periphery of the diaphragm 62 may be adhesively or otherwise secured to the flanges 40 of the bracket 32 and is circular about its psriphery. The circular periphery of the diaphragm 62 is ~ secured to and in sealing relationship to the oil filter housing 12 by the j U--shaped crimp 66 in the filter housing 12. In other words, the U-shaped crimp 66 is circular in configuration and seals the diaphragm 62 in the filter housing 12. It will be appreciated, however, that the diaphragm 62 may be supported by the bracket 32 and in sealing relationship with the filter housing in various different configurations. The displacement means also includes temperature sensitive means generally indicated at 68, as best : - 9 , . ~ . , -. ,, . :, . ~ . . , ~ : :.

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illustrated in Figure 5. The temperature sensi~ive means 68 prevents movement of the platform means 42 relative to the bracket means 32 when the oil reaches a predetermined temperature. The temperature responsive means 68 in~erconnec~s the platform means 42 and the rod 58 for gripping the rod 58 below the pre-determined temperature of the oil and releases the rod above that predetermined temperature whereby the rod may move without moving the platform means when the oil is above the predetermined temperature. Specifically, the temperature sensitive means 68 includes a metal frame member 70 having a hole 72 there-through through which the rod 58 passes. The frame member 70 is disposed in the aperture 46 in the plate 44 and includes tabs 74 extending laterally to engage the bottom sur~ace of the plate 44. The base 22 of the creep member 20 extends beneath the bottom portion o the frame member 70 whereby ~he creep member 20 urges the frame member 70 upwardly to maintain the tabs 74 in engagement with the plate 44 whereby the spring 28 reacts between the creep member 20 and the plate 44. The upwardly extending sides 76 of the frame 70 support a rod gripping member 78. The rod gripping member 78 is connected to the sides 76 through slots in the sides 76 and extensions of the gripping member 78. The rod gripping member 78 includes gripping tangs 80 which are normally in gripping engagement with the rod 58. However, the member 78 is preferably made of a metal or a bimetal so that the gripping tangs 80, when subjected to a predetermined temperature, de~lect or bend downwardly to move out of gripping engagement with the rod 58. The gripping tangs ~0 may be defined by bimetallic elements.
In operation, upon start.ing of an automotive engine, the oil pressure comes up to an operating condition and that pressure exists within the oil filter housing 12 and acts upon the diaphragm 62 to move the diaphragm 62 downwardly, as viewed in Figures 1 through 3. As the diaphragm 62 moves downwardly, it moves the rod 58 downwardly as the gripping tangs 80 allow the ~ ~ - 10 -"':

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rod 58 to move freely downwardly. In the event the engine oil does not reach high enough prede~ermined temperature to disperse the wa~er, acid and sludge which contaminates the oil, the gripping tangs 80 remain in gripping contact with the rod 58. Thus, if the oil does not reach that predetermined tempera-ture and the engine is shut o~f, the diaphragm 62 returns to the position shown and the rod 58 moves upwardly but, since the gripping tangs 80 are in gripping engagement with the rod, the entire platform means 42 is moved up-wardly as the guide members 48 slide upwardly along the legs 36 of the bracket 32. Such is a cold operating condition and such cold operating position moves the platform means 42 upwardly. Of course, the gripping tangs 80 are selected from a metal which will bend or move at the predetermined temperature of the oil which is high enough to begin to disperse the contaminants. The tangs 56 allow the platform means to move upwardly but prevent the platform means 42 rom moving downwardly from the position to which moved. Thus, each cold operating condition at which the engine does not reach the prede~ermined tem-perature moves the platform means 42 incrementally upwardly. The gripping tangs 80 may be made of metal and of a configuration such that they will move out of gripping engagement with the rod 58 when the oil temperature reachss 210F, that temperature being necessary to disperse the contaminants, and so long as the oil temperature does not reach 210F in the preerred embodiment the platform means 42 would be moved .0025 inches upwardly along the bracket 32 when the engine is shut off and the oil pressure goes to zero. When the oil reaches 210F the tangs 80 move out of engagement with the rod 58 whereby the platform means 42 is not moved when the engine is shut down. During non-operation o~ the engine the oil cools and the gripping tangs 80 return to gripping engagement with the rod 58.
In the event the oil temperature goes above the predetermined temperature or, as in the above example, 210F, creep member 20 is placed ,' - 1-1 - .', . ~ . . .. . . .

under a constant force by the spring 28 and will elonga~e in length exponen-tially, the operand of the exponent being the base o~ the natural system of logarithms in response to the temperature of the oil and the ~ime at that temperature. The creep member 20 is conn0cted to and extends from the plat-~orm means 42 to the distal ends of the legs 24 thereof in the direction of movement of the platform means 42 relative to the bracket means 32 whereby the change in physical dimension of the creep member 20 is an increase in length of the legs 24 thereof between the platform means 42 and the upward distal end~ of the legs 24. As the creep member 20 increases in length it remains at that increased length and as the creep member 20 increases in length the dis-tal ends of the legs thereof are disposed closer to the base 34 or top of ~he bracket 32.
The signal means shown in Figure 6 includes means for determining when the distal ends of the creep member 20 have moved to a predetermined position relative to the bracket means 32 and, specifically, when the distal ends of the creep member 20 engage the base 34 of the bracket 32 as a result of the change in length of the creep member 20 and/or movement of the platform means 42 relative to the bracket means 32. Specifically, a battery 84 sup-plies electrical energy through a normslly c:losed switch 86 and a light or indicator 88 to the bottom 82 of the rod 58. There is an electrical flow path through the rod 58, the gripping tangs 80 through the frame member 72 to the metal creep member 20. The housing 12 of the filter assembly is connected to ground at 90 which, in turn, grounds the bracket 32. Thus, when the distal ends of the legs 24 of the metal creep member 20 engage the base 34 of the brac~et 32 a current flow path is established lighting or energizing the in-dicator 88. The signal means also includes a normally open switch 92 which is mechanically connected to the switch 86 and serves as a test switch whereby .
; upon closure of the st~itch 92 the switch 86 opens and a current to ground is : - - : ..... .. . . . .

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established for testing the indicator or light 8~.
Figure 9 is a graph showing the effect of oil temperature on vis-cosity change and shows a typical premium grade oil with a starting viscosity of nominally 45 cs. As set forth above, it is desired that the oil be changed a~ter a 400% increase in viscosity and that 400% increase would be 180 cs., as indicated on the graph. It will be noted that the oil reaches the 180 cs.
as a function of operating temperature but at different operating temperatures the oil reaches that viscosity under different amounts of time. For example, at 32nF the oil should be changed a~ter sixteen (16) hours whereas at an operating temperature of 290F the oil will last ninety five ~95) hours. It will be noted that the curves in Figure ~ are exponential curves which follow the basic function expressed by the formula t-e E/RT ~here t is the time in seconds where the lubricating oil is at a given temperature, e is the base of natural logarithms, which is 2.7183, E is the activation energy in oxidiz-;ng the particular lubricating oil measured in calories per mole, R is the "gas constant" of 1.987 of the particular oil measured in calories per mole degrees Kelvin and T is the temperature of the oil in degrees Kelvin. In the particular example shown in Figure 9, the ratio of E:R in the particular lubricating oil is 18,600 K.
Figure ~ is a graph representing experimental data on the creep behaviour of super plastic NJZ 400 alloy when subjected to a constant stress of ~100 psi. The alloy is an electrochemically active material and has a twenty two per cent ~22%) aluminum zinc alloy. The electrical chemical alloy will corrode and will be eaten a~ay ~hen exposed to the acids o~ the oil which adds another time corrosion term because the concentration of the cor-rosive elements in the oil will be subjected to the creep member 20 to corrode it, thereby allowing the creep member to elongate more rapidly. In other words, should the engine never be operated and the acids and corrosive elements - - ~ .
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in ~he oil build up, they could corrode the cre~p element 20 su~fici~ntly that it would elongate to provide the signa]. to change the oil.
A suitable spring 28 is selected so that an essentially constant rate of change in physical dimension or length of ~he creep member 20 at a given temperature is maintained. The spring force-deflection characteristic is typically parabolic. In the ideal system where the rate of change of length of the creep member 20 is a linear function ~f stress, the spring may be characterized by the ~ormula Fn%~o ~ wherein L is the original length of the legs 24 of the creep member 2Q, aL is the incremental increase in the length of the creep member 20 after being subjected to the force exert-ed by the spring 28; Fo is the original force exerted by the spring 28 on the creep member 20 and Fn is the force exerted by the now extended spring 28 on the creep member 20, now of a length L + QL.
Figure 7 shows an alternative creep member 20'. Instead of the :legs 24' thereof being straight, they include convolutions and these convolu-tions will be straightened in response to the exponential time temperature function under the force of the spring 28', the primary difference being that the convolutions place the legs 24' in bending under the constant stress in-stead o~ elongating or changing in length. Nevertheless, the spring 28' . .
exerts a orce which, in turn, applies a constant s~ress in terms of bending to the creep member 20'. The creep member 20' is also preferably made of the same alloy as the creep member Z0.
The creep member 20 may have an effective length under tensile stress between the shoulders 26 and the base 22 of 0.30 inches and a permis-sible final length of 1.20 inches which is a 400% extension proportional to the 400% increase in the oil viscosity. A nominal starting stress of 2100 psi. is achieved by using an initial force ~o~ of fi~e pounds acting on an .

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The curve of Figure ~ is also exponential and also follows the basic equation t-e E/RT set forth above and t~hich describes a thermally activated process. Therefore, it is only necessary to match the curves of the super plastic alloy, such as that shown in Figure 8, with the curves which describe the thermally activated process taking place in the oil such as those shown in Figure 9.
More specifically, the first sensing means 16 senses the degrada-tion of oil due to oxidation in accordance with the integral equation ; 1 ~ nt.e / dT wherein Dl is the degradation of the lubricating T min oil due to ~he oxidation of the lubricating oil; T max is the highest tempera-ture the oil reaches; T min is the lowest te~perature; n is the oxidation constant deter~ined by the properties of the particular lubricating oil; t is the time in seconds that the lubricatin~ oil is at a given temperature; e is the base of the natural logari~hms; E is the activation energy in oxidizing the particular lubricating oil measured in calories per mole; R is the "gas constant" and T is temperature in degrees Kelvin.
Further, the creep member 20 changes in physical dimension or in length under a constant stress at a rate ~Yhich follows the equa~ion ~ 15 _ :
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dl=ce U/RT wherein dl equals the change in physical dimension or length per dt dt unit of time in seconds, c is a constant reflecting the physical dimensions of the creep member 20 in combination with the combination of the magnitude of the constant stress supplied by the spring 28, e is the base of natural logarithms, U is a constant representing the activation energy needed to cause the creep member 20 to change in length. The constant U is substantially equal to the constant E as set forth above so that the curve o~ Figure 8 would match a selected curve of Figure 9 at any given temperature. The curve of Figure 9 is based on data developed by R.H. Kabel and reported in S.A.E.
~ransaction, Vol. 79 (3), Page 1888 (1970~.
The second sensing means 18 senses the degradation of oil because of contamination in accordance with the equation D2 = mS wherein D2 is the degradation of lubricating oil due to contamination by water9 acid and sludge and m is the corrosion c~nstant determined by the proper~ies of the parti-cular lubricating oil and S is the number of occurrences the oil is heated without reaching a high enough predetermined temperature to disperse the water, acids and sludge in the oil.
The apparatus 10 includes a summing means by arrangement of the components therein for producing a sum of Dl and D2 which is D and is the total degradation of the lubricating oil.
It will be appreciated that the first sensing means 16 may be used for monitoring a material undergoing a thermally activated process which follows an exponential curve wherein the operand of the exponent is the base of the natural system of logarithms and wherein the exponential curve involves temperature and time, as it includes a creep means for changing in physical dimension in the exponential fashion in response to heat energy when subjected to a constant force with the constant force applied to the creep means by the force means comprising the spring 28.

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,.

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It will also be appreciated ~hat the assembly 10 performs a method of monitoring the degradation of oil including the steps of sensing the oil temperature and the time period the oil is subjec~ed to the temperature for producing an exponential output and sensing the number of occurrences oil is heated without reaching a predetermined temperature for producing an additive output and sums the two outputs for producing a summation thereof.
Fur~her, the above formula for degradation, Dl may be utilized in the sensing means 16 for monitoring the change in a material undergoing a ther-mally activated process which materials would include any ~hermosettin~ resin by thermally exposing the electrochemically active material, of the creep mem-ber 20 under a constant stress, to the material to be monitored.
Further, the apparatus 10 may perform the method of monitoring the change in a material undergoing a thermally activated process which follows an exponential curve involving temperature and time with a creep material which changes in thermal contact with the monitor material and placing the creep material under a constant force.
The invention has been described in an illustrative manner, and it is to be understood that the terminaology which has been used is intended to be in the nature of words of description ra~her than of limitation.

Obviously, many modifications and variations of the present inven-tion are possible in light of the abo~e teachings. It is, ~herefore, to be understood that within the scope of the appended claims, the in~ention may be prscticed otherwise than as specifically described.

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Claims (9)

THE EMBODIMENTS OF THE INVENTION IN WHICH AN EXCLUSIVE
PROPERTY OR PRIVILEGE IS CLAIMED ARE DEFINED AS FOLLOWS:
1. An apparatus for monitoring the degradation of oil comprising;
sensing means for sensing the degradation of oil in accordance with the equation wherein D is the degradation of the oil due to oxidation, T max is the highest temperature of the oil, T min is the lowest temperature of the oil, n is the oxidation constant determined by the properties of the oil, t is the time the oil is at a given temperature, e is the base of natural logarithms, E is the activation energy in oxidizing the oil measured in calories per mole, R is the "gas constant", and T is the oil temperature, and support means for supporting said sensing means.
2. An apparatus as set forth in claim 1 wherein said sensing means includes creep means which changes in physical dimension when under constant stress at a rate which follows the equation wherein equals the change in physical dimension per unit of time, c is a constant reflecting the physical dimensions of said creep means in combination with the magnitude of the constant stress, e is the base of natural logarithms, U is a constant representing the activation energy needed to cause said creep means to change in physical dimension and substantially equals the constant E.
3. An apparatus as set forth in claim 1 including second sensing means for sensing the degradation of oil in accordance with the equation D2 = mS wherein D2 is the degradation of the oil due to contamination, m is the corrosive constant determined by the properties of the oil, and S is the number of occurrences the oil is heated without reaching a predetermined temperature.
4. An apparatus as set forth in claim 3 including summing means for producing a sum of D1 and D2.
5. An apparatus as set forth in claim 4 including signal means for producing a signal when said sum reaches a predetermined limit.
6. A method of monitoring the degradation of oil due to oxidation in accordance with the formula wherein D1 is the degradation of the oil due to oxidation, T max is the highest temperature of the oil, T min is the lowest temperature of the oil, n is the oxidation con-stant determined by the properties of the oil, t is the time the oil is at a given temperature, e is the base of natural logarithms, E is the activation energy in oxidizing the oil measured in calories per mole, R is the "gas constant", and T is the oil temperature, said method including the steps of exposing the oil to an electrochemically active material which creeps when under constant stress at a rate which follows the equation wherein equals the change in physical dimension per unit of time, c is a constant reflecting the physical dimensions of said material in combination with the magnitude of the constant stress, e is the base of natural logarithms, U is a constant representing the activation energy needed to cause the material to change in physical dimension and substantially equals E; and sensing a predetermined change in the physical dimension of the material.
7. A method as set forth in claim 6 including sensing the degradation of the oil in accordance with the equation D2 = mS wherein D2 is the degrada-tion of the oil due to contamination, m is the corrosive constant determined by the properties of the oil, and S is the number of occurrences the oil is heated without reaching a predetermined temperature.
8. A method as set forth in claim 7 including the step of summing D1 and D2.
9. A method as set forth in claim 8 including the step of providing a signal when the summation of D1 and D2 reaches a predetermined limit.
CA339,420A 1975-11-04 1979-11-08 Method and apparatus for monitoring oil degradation Expired CA1087418A (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
CA339,420A CA1087418A (en) 1975-11-04 1979-11-08 Method and apparatus for monitoring oil degradation

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US05/628,810 US4007629A (en) 1975-11-04 1975-11-04 Method and apparatus for monitoring oil degradation
US628,810 1975-11-04
CA264,047A CA1071433A (en) 1975-11-04 1976-10-25 Method and apparatus for monitoring oil degradation
CA339,420A CA1087418A (en) 1975-11-04 1979-11-08 Method and apparatus for monitoring oil degradation

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CA1087418A true CA1087418A (en) 1980-10-14

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