K 5

Shell

LubeAnalyst
Shell

LubeAnalyst
User Guide

Standard
R 199
G 79
B 79

Websafe
R 153
G 51
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

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

Decide how to
receive your sample
results; the best way is
by e-mail.

Write your
detailed address
here

If a colleague
should also get
sample results,
write their email 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

includes machines like turbines,
industrial gears, hydraulics, gasengines, circulating systems,
heat transfer systems,
transformers, and compressors.
For Marine this includes large
slow/medium speed diesel
engines.

Typical Transport vehicles

include cars, buses, and
passenger/freight units and
their associated engines,
gearboxes, transmissions,
axles and final drives. For
Construction this includes
building and surface mining
Equipment.

This is a very easy to use

part of the Shell
LubeAnalyst service. For
any Equipment/vehicle,
whether registered with
Shell LubeAnalyst or not,
you can send in one-off, or
ad-hoc, samples to help
analyse a specific problem,
i.e. an unusual or
unexpected
Equipment/vehicle
condition. The analysis and
diagnosis will only be
completed for that sample.
No Equipment/vehicle
sample history will be used
and please note the
diagnoses are not as good as
for registered Equipment!
An ad-hoc sample is not a
faster service.

When registering Equipment or vehicles please remember that

the more information that is given, the better and more detailed
and accurate the diagnoses will be about the lubricant and your
Equipment/vehicle. This is the best way for Equipment
condition monitoring!
You should also detail maintenance/lubrication information
when sending in new samples.
The benefit is a more detailed, trended diagnoses including
graphs for the important properties of the oil and
wear/contamination graphs indicating Equipment/vehicle
condition.

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 registering a new
machine tick here.
If modifying an
existing Shell
LubeAnalyst machine
tick here.
Write the
manufacturer and
model details here.
This is vital for
accurate diagnosis.
How much time per
day do you use your
machine?

If it is an existing
machine, dont forget
to write the Shell
LubeAnalyst number
here.
Write in here your
own machine
description and
reference id, these
will be printed on the
sample report along
with the sample
number.

Detail the type of

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 conditionmonitoring 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 registering a new
vehicle tick here.
If modifying an
existing Shell
LubeAnalyst machine
tick here.
Write the
manufacturer and
model details here.
This is vital for
accurate diagnosis.

How much time per

day do you use your
machine?

If it is an existing
vehicle, dont forget
to write the Shell
LubeAnalyst
registration number
here.
Write in here your
own vehicle
description and
reference id, these
will be printed on the
sample report along
with the sample
number.
Detail the type of
component here and
give 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 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
customer.
Tick here for ordering
materials.

If you need a
purchase number on
the bill, please write it
here.

If you are using the

standard service,
choose the industry or
transport pre-paid kits
and how many you
need.
These are standard
kits that include
everything you need
for up to 10 samples.

Give us your Shell

LubeAnalyst customer
number and the name
of the company for
identification.

If you using the

advanced service,
plus any optional tests,
then choose exactly
which kind of bottle
sets you need. You
will receive the
bottles, the sample
card, and a posting
package. The
advanced service is a
post-paid service only,
paid per sample.

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
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.

Standard

Advanced

Pre-Paid Sample Kit

Post Paid Sampling

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.

Application
Transport &
Construction
Kit 1 (SEK2)
Pre-paid Box of 10

Industry
Kit 2 (SEK2)
Pre-paid Box of 10

Test Groups
Standard
Advanced
Manual & Automatic
Manual & Automatic
Transmissions & Gearboxes
Transmissions & Gearboxes

Appearance (Special)

Standard plus

Metals/ICP (SPEO)

Optional tests

VK 100C (V10O)

Water Content (OQO)

Construction Equipment Gears
Construction Equipment Gears
& Hydraulics
& Hydraulics

Metals/ICP (SPEO)

Standard plus

VK 40C (V40O)

Optional tests

Water Content (OQO)

Diesel & Gasoline Engines
Diesel & Gasoline Engines

Blotter Spot (TACO)

Standard plus

Flash Point (FLGO)

Water Glycol (GOLO)

Metals/ICP (SPEO)

VK 100C (V10O)

Water Content (OQO)

TBN (TBNO)
Compressors, Circulating
Industrial Gears, Circulating
Systems, Hydraulic Systems,
Systems
Industrial Gears, EDM, Turbine

Standard plus
Systems

Colour Option (CO)

Appearance (Special)

Wear Severity Index (ISUO)

Metals/ICP (SPEO)

Millipore Sludge 5 (G5O)

TAN (TANO)
Compressors, Hydraulics

VK 40C (V40O)

Standard plus

Water Content (EAUO)

Colour Option (CO)

Water Content (OQO)

Particle Count (PCO)

Options

Wear Index (WPIO)

Wear Severity Index (ISUO)
Millipore Sludge 5 (G5O)
TAN (TANO)

Wear Index (WPIO)

Wear Severity Index (ISUO)

Fuel Dilution Diesel (DILO)

Fuel Dilution Gasoline (DIEO)

Analytical Ferrography (FEO)

pH Option (PHO)
For PAG use (G5TO)

Analytical Ferrography (FEO)

Application

Test Groups
Standard

Marine Diesel Engines

Blotter Spot (TACO)

Flash Point (FLGO)

Metals/ICP (SPEO)

TBN (TBNO)

VK 100C (V10O)

Water Content (OQO)

Aviation Piston Engines

Fuel Dilution Gasoline

(DIEO)

Metals/ICP (SPEO)

VK 100C (V10O)

Water Content (OQO)

Gas Engines

Metals/ICP (SPEO)

Oxidation (OXNO)

TAN (TANO)

VK 100C (V10O)

Water Content (OQO)

Heat Transfer & Seal

Systems
SEAD
Heat Transfer & Seal
Systems (German
Mrkt)
HTAD
Coolant Systems
LRCO

Diesel Fuel
FOAD

Transformer Test
ELCO

Grease Lubricated
Bearing
GRCO
GRAD
Fire Resistant
Hydraulic
HFB
HFC

Options

Advanced
Millipore Sludge 0.8
(G08O)

Aviation Piston Engines

Standard plus

Optional tests

Oxidation (OXNO)
TAN (TANO)

Gas Engines

Standard plus

TBN (TBNO)

Initial pH Jenbacher (IPHO)

Chlorine Content (CLO)

Appearance (Special)
Flash Point (FLEO)
VK 40C (V40O)
Water Content (EAUO)
TAN (TANO)
Appearance (Special)
Flash Point (FLMO)
VK 40C (V40O)
Water Content (EAUO)
Conradson Carbon (RCOO)
Appearance (Special)
Density (MVO)
pH Option (PHO)
Water Content (Special)
Metals/ICP (SPCO)
Density (MVFO)
Micro-organism (BACO)
Millipore Sludge 0.45
(G45O)
Sulphur (SUO)
Water Content (EAUO)
Appearance (Special)
Dielectric Strength (RDIO)
TAN (TANO)
VK 40C (V40O)
Water Content (EAUO)
Appearance (Special)
Metals/ICP (SPGO)

Flash Point (FLMO)

Colour Option (CO)
Metals/ICP (SPEO)
Millipore Sludge 0.8 (G08O)
Millipore Sludge 5 (G5O)
Colour Option (CO)
Metals/ICP (SPEO)
Millipore Sludge 0.8 (G08O)
Millipore Sludge 5 (G5O)

Power Factor (PFO)

Gases (GAZO)
Furans Compounds (FUO)
PCBs

Appearance (ASCO)
Penetration (PWO)

Appearance (Special)
Metals/ICP (SPEO)
TAN (TANO)
VK 40C (V40O)
Water Content (Special) HFB
Water Content (EAUH) HFC
Appearance (Special)
Metals/ICP (SPEO)
TAN (TANO)
VK 40C (V4DO)
Water Content (EAUO)
Colour Option (CO)
Wear Severity Index (ISUO)
Millipore Sludge 0.8
(G08O)
Appearance (Special)
Metals/ICP (SPEO)
TBN (TBDO)
VK 40C (V4DO)

Optical Particle Count (OPC)

Refrigeration
Compressor
RCAD

Refrigeration Ammonia
Compressor
RAAD

Application

Test Groups
Standard

Turbo Compressors
TOAD

Turbine
TBCO

Advanced
Water Content (EAUO)
Colour Option (CO)
Wear Severity Index (ISUO)
Millipore Sludge 0.8
(G08O)
Appearance (Special)
Metals/ICP (SPEO)
TAN (TANO)
VK 40C (V4OO)
Water Content (EAUO)
Colour Option (CO)
Millipore Sludge 0.8
(G08O)
Appearance (Special)
Metals/ICP (SPEO)
TAN (TANO)
VK 40C (V4DO)
Water Content (EAUO)
Colour Option (CO)
Millipore Sludge 0.8
(G08O)
Air Release (AREO)
Particle Count (PCO)

Options

Gas Turbines
Foaming (1+2+3) (MO2O)
RBOT (RBOO)
Steam Turbines
Water Separation (WSO)
Foaming (1+2+3) (MO2O)
RBOT (RBOO)
Water Turbines

Foaming (1+2+3) (MO2O)

Shell LubeAnalyst Optional Test.

Test options
Test Method Terminology

DESCRIPTION

Test
Code

STANDARD

Air release Characteristics (IP 313)

Rust Preventing Characteristics (ASTM D 665)

Air release Option

Anti Rusting Option (fresh water)
Anti Rusting Option (salt water)
Appearance + Colour Option
Asphaltenes Option
Blotter Spot Option
Carbon Conradson Option

AREO
ARO
AROS
ASCO
ASPO
TACO
RCOO

IP 313
ASTM D 665
ASTM D 665
ASTM D 1500
IP 143
In House
ASTM D 4530

250 ml
400 ml
400 ml
50 ml
20 ml
1 ml
20 ml

CFPP option
Chlorin Content Option
Conductivity

CFPO
CLO
COND

80 ml
10 ml
50 ml

Colour Option
Density Option Lubricant
Density Option Fuel
Desemulsibility Option
Dielectric strength
(Breakdown voltage)
Diesel Dilution

CO
MVO
MVFO
DESO
RDIO

EN 116
DIN 51 408/2
In House (D
2624)
ASTM D 1500
IP 189/190
IP 189/190
ASTM D 1401
IP 295

50 ml
30 ml
30 ml
100 ml
400 ml

DILO

ASTM D 3524

20 ml

FEO
ISUO
FO57
FI57
FIWO
FIO
FLEO

In House
In House
ISO 13357-1
ISO 13357-2
E 48690
E 48690
SETAFLASH

20 ml
20 ml
300 ml
300 ml
300 ml
300 ml
50 ml

FUO

ASTM D 583799
ASTM D 93
ASTM D 3828
ASTM D 892
ASTM D 893
ASTM D 322
In House
ASTM D 361201
In House
ASTM D 893 A

600ml

ASTM Colour (ASTM D 1500)

Blotter Spot Test
Determination of Carbon (residue micro method) (ASTM D
4530)
Chlorine Content (DIN 51 408/2)
ASTM Colour (ASTM D 1500)
Density Pyknometer (IP 189/190)
Water Separability (ASTM D 1401)
Fuel content by gas chromatography (ASTM D 3524) (not
for bio diesel)
Analytical Ferrography
Wear Severity Index

Ferro (Analytical) Option

Ferrography Wear Severity Index
Filterability with water
Filterability without water
Filterability Index with water
Filterability Index without water
Flash point, closed Cup (SETAFLASH)
Flash Exact Option
FTIR (Oxidation / Nitration / Insolubles / Gycol / Water / soot FTIR
etc)
Furanic derivative (used on transformers to estabish the
Furanic compounds
condition of the paper elements in the condensators)
Pensky Martens Closed Cup Flash Point (ASTM D 93)
Flash Pensky Maertens Option
Flash point (Go/No Go) (ASTM D 3828)
Flash Point (Go/no go)
Foaming Characteristics (ASTM D 892)
Foaming (1+2+3) Option
Foaming Characteristics ASTM D892 @ 24 c
Foaming (1 sequence one only)
Gasoline Dilution by Distillation (ASTM D 322)
Fuel dilution Option
Gas in oil test used on transformers (type 1)
Gas in Oil Option (9 gases)
Gases test as above but from gas sample (requires special Buchholz gas analysis
on site sampling Equipment) (Type 2)
Glycol option
Insolubles N-Heptane

FLMO
FLGO
MO2O
MO10
DIEO
GAZO
GAZO
GOLO
INHO

Vol

100 ml
10 ml
400 ml
200ml
30 ml
300 ml
See note
10 ml
60 ml

Test options
Test Method Terminology
Initial pH (Jenbacher)
Infra Red Analysis
Metals by ICP (ASTM D 5185)
SPPO is a standalone option only
Bacteria Test
Millipore Solids 8m
Millipore Solids 5m
Nitrite Analysis
Oxidation/Nitration by FTIR
Automated Particle Counting (NAS 1638 & ISO 4406)
Automated Particle Counting (New ISO 4406 3 digit code)
Particle Counting by Microscopy
PCB Analysis (ISO C 27234)
pH Determination (Jenbacher)
RBOT (ASTM 2272)
SAN (ASTM D 664)
Sulphur by IPC (ASTM D 5185)
TAN (ASTM D 664)
TBN (ASTM D 4739)
TBN (ASTM D 2896) After degazing
TBN (ASTM D 2896)
Kinematic Viscosity (VK) 40C after Degas
VK 100C
VK 40C

DESCRIPTION

Test
Code

STANDARD

Vol

Ionol content %
IpH (Jenbacher)
IR Spectrum Option
IR Special Option
Metals/ICP (LUB) Option
Metals/ICP (Coolant) Option
Metal/ICP Grease
Additive metals in ppm
Micro-organisms Option
Millipore sludges 0.8 Option
Millipore sludges 5 Option
Millipore sludges 0.45 Option
Millipore Filtration Teflon
Nitrite (go/no go) Option
Oxydation Nitration Option
Particle Counting Option

IONO
IPHO
IRO
IRSO
SPEO
SPCO
SPGO
SPPO
BACO
G08O
G5O
G450
G5TO
NITO
OXNO
PCO

10 ml
20 ml
10 ml
10 ml
10 ml
10 ml
10ml
10 ml
10 ml
50 ml
40 ml
40 ml
40 ml
40 ml
10 ml
60 ml

Particle Counting Option

Particle Counting Visual
PCB Option
Penetration (unworked) Option
Penetration (worked) Option
pH Option
Power factor Option
RBOT Option
SAN Option
Sulfur for Diesel Fuel
TAN Option
TBN Option
TBN Option - after degazing
TBN Option
Visco 40 Option after degazing
Viscosity Index (Calculation)
VK 100 Option
VK 40 Option
Water content
Water Content in HFC
Water Content Option
Water Separation
Wear Index

PC9O
OPCO
PCBO
PUNO
PWO
PHO
PFO
RBOO
SANO
SUO
TANO
TB4O
TBDO
TBNO
V4DO
VIO
V10O
V40O
OQO
EAUH
EAUO
WSO
WPIO

In house
Jenbacher
In House
In House
ASTM D 5185
ASTM D 5185
ASTM D 5186
ASTM D 5185
MICRO TEST
In House
In House
In House
In House
In House
FTIR
NAS 1638 &
ISO 4406
ISO 4406
Microscope
ISO C 27234
ASTM D217
ASTM D217
Jenbacher
ASTM D 924
ASTM 2272
ASTM D 664
ASTM D 5185
ASTM D 664
ASTM D 4739
ASTM D 2896
ASTM D 2896
In House
ASTM D 2270
ASTM D 445
ASTM D 445
Aquatest
In House
KF
IP19
PQ

60 ml
100 ml
50 ml
600 g
600 g
20 ml
600 ml
200 ml
40 ml
10 ml
10 ml
10 ml
60 ml
10 ml
10 ml
NA
10 ml
10 ml
10 ml
10 ml
10 ml
100 ml
60 ml

Water Content HFC

Water content Karl Fischer
Steam demulsibility
Wear Index
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 prepaid 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.

User ID for
web access.
Sample
registration
number.

Equipment
registration
information.

Sample status
indicator for
Equipment
condition.
Shell
LubeAnalyst
registration
number for the
component.
Customer contact
information.

Diagnosis with
possible causes
and solutions.

Analysis
results for the
last three
samples.

Trended graphs
showing critical
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.

User ID for
web access.
Sample
registration
number.

Sample status
indicator for
Equipment
condition.
Shell
LubeAnalyst
registration
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.
Sample
registration
number.

Shell
LubeAnalyst
registration
number for the
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.shellLubeAnalyst.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.