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Anyone who uses hydraulic equipment in the field knows that real-world conditions and test-bench conditions are worlds apart. The real world has dirt. The real world has stress. Variables. Real-world conditions are harder – if not impossible – to control, whereas testing situations are made to be controlled.
Hydraulic systems are tested in real-world conditions before being put on the market. The same should be said for the fluid filtration that protects hydraulic (and lubrication) systems. This is why the filtration testing standard should reflect those conditions as closely as possible. With the approval of ISO 23369, hydraulic fluid and lube multi-pass filtration testing now includes a standard that applies cyclic flow conditions more similar to what hydraulic equipment sees in real-world applications.
Efficient operation of hydraulic systems requires diligent maintenance, including thorough and efficient filtration. However, the previous standard for hydraulic and lube tests, ISO 16889, did not factor in real-world filter performance.
Operating in the field, a hydraulic fluid filter is not typically subjected to the steady-state flow used in the current ISO 16889 testing, but to varying degrees of cyclic flow. When subjected to more stringent testing and varying cyclic flow conditions like those included in ISO 23369 it’s been proven that the efficiency and capacity capabilities of an element are challenged to a higher degree.
Uldis Kreslins, Hydraulics Product Manager at Donaldson Company
The creation of a new standard is not intended to denigrate the previous standard; it’s a matter of times and technology changing. The industry is simply more capable of applicable testing for filtration products than it was ten years ago. ISO 23369 has been in motion since at least 2011, and technology finally caught up so that the industry can implement it.
ISO 16889, the previous industry standard for hydraulic and lubrication filters, does in fact fulfill its purpose: to detail the design and construction of test stands, applications of contaminants, and procedures used during testing of filtration products. It’s a simple test that can be easily repeatable for accurate results, using a steady flow rate and “medium” test dust continuously injected into the filter’s reservoir. But of all possible tests for hydraulic filter effectiveness, it’s the furthest from real-world application and offers no accurate look at how flow-rate fluctuation can alter filter performance.
"The main issue with the ISO 16889 standard is that we’re designing equipment for filters that can hold a certain amount of contaminant,” Kreslins says. “But in reality, those filters can hold much less contaminant than they showed in the lab tests because the varying flow rates in actual field usage means that contaminant caught by the filter can be released due to any number of factors. Actual media pleats, backing material, or any other structure or support in the filter can underperform under stress."
"The new standard makes filter specifications more accurate; and, in turn, equipment will operate more efficiently."
The ISO committee includes members of most of the major oil and lube filtration manufacturers, including Donaldson, which is a major reason the need for additional testing is recognized. No manufacturer wants to be accused of making filters that seem less efficient than advertised, which is what happens to currently approved filters under stress.
ISO developed this cyclic flow multi-pass test procedure for hydraulic filters in order to supplement the basic steady-state flow test of ISO 16889 for filter elements that are expected to be used in cyclic flow environments. Using an industry survey and a round-robin laboratory testing procedure, 16889 guidelines recommend a more stringent flow-rate cycle (0,1 Hz), although it also notes that if much higher cycle rates are expected in actual service, “the test should be conducted at that frequency to produce more meaningful results.” However, only values resulting from testing at the 0,1 will be recognized.
Multi-Pass tests that utilize cyclic flow rate require operators to choose a cyclic ratio of current change, normally between two-to-one or four-to-one. These ratios will stay consistent throughout testing and offer a one-step-closer approach to “real-world” filter performance results by showing the slough or shedding of particles from filters being tested during current changes in the test fluid. The new standard suggests that flow rates (measured in liters per minute) change every five seconds at a four-to-one ratio.
Just as importantly, the test requires fine dust (smaller than 1 micron) versus the medium dust (5 microns or larger) required by ISO 16889. The five-second changes and varying rates mean it’s possible that twice as much data can be recorded, although the data is averaged instead of exact.
"Everyone who uses filtration depends on that filtration to protect their costly equipment," Kreslins says. "And they need to be able to unquestionably trust that filtration to minimize downtime and unexpected costs. Our international standards are in place to guarantee a certain level of quality and performance. Because of that, our standards need to be constantly evaluated to stay in line with current technology and equipment usage."
For end-users and equipment manufacturers, the primary benefit of this new standard – other than the obvious benefit of more efficient and reliable filtration – is the minimization of surprises. Whether for equipment design or actual application, the purchase of a filter comes with a certain trust that comes from the certification on the label. A filter has to be reliable when it comes to the capture and retention of contaminants. If it can’t capture contaminants of a specific size at a specific efficiency, it cannot be relied upon. But retention capacity is even more important. If the filter is cleaning fluid effectively but has nowhere to put the contaminants, it can ironically end up becoming a damaging source of contamination in a hydraulic system.
This brings us back to cyclic flow. In current lab testing, the flow rate is constant, not taking into account that equipment at work can send fluid through a filter at varying rates. If not equipped to handle these varying rates, the filter becomes less efficient, and its capacity can be reduced. If a user expects a 100-gram contamination capacity (for example), the filter must deliver.
"The long story short is that there are filters currently on the market that meet the ISO 16889 standard in every possible way,” Kreslins says. "The ISO 16889 standard just isn’t good enough, so unexpected failures are happening. It’s often not the filter’s fault; it’s just being held to a standard that makes it seem more efficient than it is."
The addition of ISO 23369, goes a long way toward assuring users that they are receiving the level of performance they expect from their hydraulic and oil filters – and that’s very good news for equipment owners.