Standard Test Method for Dry Filterability of Lubricants and Hydraulic Fluids by Mass Flow Technique

SIGNIFICANCE AND USE
5.1 Precision equipment and high pressure hydraulic machinery require filtered lubricants and fluids to prevent damage from the circulation of hard particulate contaminants. Three types of particulate contaminants are present in lubricants and hydraulic fluids: built in contaminants from the machinery assembly process, generated contaminants from equipment wear, and contaminants that enter from external sources.  
5.2 The ability of lubricants and hydraulic fluids to retain their filterability is critical for efficient and reliable machine performance. Normally, the pressure differential across a filter will increase gradually as the filter accumulates dirt, sludge, and wear debris. In order to prevent the filter from collapsing, bypass valves in the filter assembly open when the differential pressure gets too high. If a filter becomes blocked by precipitating additives or other contaminants, the bypass valve will open. This can lead to an equipment shutdown or circulation of damaging particles throughout the machine.
SCOPE
1.1 This test method covers determination of the dry filterability of lubricants and hydraulic fluids based upon mass flow rate measurements through a 0.8 µm membrane after ageing (Note 1). The procedure applies to lubricants and hydraulic fluids that are formulated with American Petroleum Institute (API) Group I, II, III, IV, and certain V base stocks. Products formulated with water or base stocks that are heavier than water are out of scope.
Note 1: This test method is similar to ISO 13357 but differs from the ISO method in the manner by which filterability is assessed. In ISO 13357, volume flow rates are used to determine filterability. In this test method, mass flow rates are used. Measurements of filterability based on mass flow rates facilitate automation and can be less susceptible to operator error.
Note 2: Residual water due to atmospheric conditions or contaminants is in scope for these samples and it is typically low for most in process samples.  
1.2 The values stated in SI units are to be regarded as standard. No other units of measurement are included in this standard.  
1.3 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.  
1.4 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

General Information

Status
Published
Publication Date
30-Jun-2022
Drafting Committee
D02.N0 - Hydraulic Fluids

Relations

Effective Date
01-Mar-2024
Effective Date
15-Dec-2023
Effective Date
01-Dec-2023
Effective Date
01-Jul-2023
Effective Date
01-Dec-2019
Effective Date
01-Apr-2016
Effective Date
01-Jun-2015
Effective Date
01-Jun-2014
Effective Date
01-Jun-2014
Effective Date
01-May-2014
Effective Date
01-Dec-2013
Effective Date
15-Jul-2013
Effective Date
01-Jun-2011
Effective Date
15-Dec-2008
Effective Date
01-Jul-2007

Overview

ASTM D8385-22 is the Standard Test Method for Dry Filterability of Lubricants and Hydraulic Fluids by Mass Flow Technique, developed by ASTM International. This international standard specifies a test method for evaluating the dry filterability of lubricants and hydraulic fluids using mass flow rate measurements through a 0.8 µm membrane after ageing. The method is applicable to lubricants and hydraulic fluids formulated with American Petroleum Institute (API) Group I, II, III, IV, and certain Group V base stocks. Products containing water or base stocks that are heavier than water are excluded from the scope.

This standard plays a crucial role in ensuring the operational reliability of hydraulic and lubrication systems by measuring the filterability of fluids that protect high-precision and high-pressure equipment. Sufficient filterability is essential for preventing particulate contamination, minimizing equipment wear, and reducing system stoppages caused by filter blockages.

Key Topics

  • Purpose of Filterability Testing: Ensures lubricants and hydraulic fluids pass through fine filters without causing blockages that can damage or shut down equipment.
  • Types of Contaminants: Accounts for built-in, generated, and externally introduced particulates in lubrication systems.
  • Mass Flow Rate Measurement: Utilizes mass flow-rather than the traditional volume flow-offering improved automation and reduced operator error.
  • Filterability Indices: Calculates two filterability indices (Stage I and Stage II) to assess performance under both standard and fine filtration conditions.
  • Result Reporting: Provides clear criteria for pass/fail, as well as handling of non-filterable samples.
  • Precision and Repeatability: Details interim repeatability guidelines to support consistent testing until full inter-laboratory data are available.

Applications

Dry filterability testing using ASTM D8385-22 is essential in:

  • Hydraulic Equipment Maintenance: Ensuring that hydraulic fluids do not cause premature filter clogging, leading to unplanned downtime or system failures.
  • Production Quality Assurance: Manufacturers of lubricants and hydraulic fluids can use this method to confirm product suitability for sensitive machinery.
  • Fleet and Equipment Management: Helps in predictive maintenance by determining if filter changes are needed before failure occurs.
  • Research and Product Development: Allows formulators to evaluate new fluid technologies for compatibility with existing filtration infrastructure.
  • System Safety and Reliability: By preventing filter bypass activation and subsequent system contamination, this test method supports safe and efficient machine operations.

Related Standards

For a comprehensive approach to filterability and fluid quality in lubrication and hydraulic systems, consider these related standards:

  • ISO 13357: Petroleum products - Determination of the filterability of lubricating oils (uses volume flow rate).
  • ISO 16889: Hydraulic fluid power - Filters - Multi-pass method for evaluating filtration performance.
  • ASTM D4057: Practice for Manual Sampling of Petroleum and Petroleum Products.
  • ASTM D4175: Terminology Relating to Petroleum Products, Liquid Fuels, and Lubricants.
  • ASTM D6300: Practice for Determination of Precision and Bias Data for Use in Test Methods for Petroleum Products.

Practical Value

Using ASTM D8385-22 enhances machinery longevity and operational reliability by:

  • Protecting vital components from hard particulate contamination.
  • Optimizing filter maintenance schedules and reducing unnecessary filter changes.
  • Supporting regulatory compliance and industry best practices for fluid cleanliness.
  • Improving data accuracy for filterability through mass flow measurement, aiding in automatic and robust quality control.

In summary, adherence to ASTM D8385-22 ensures that lubricants and hydraulic fluids meet stringent performance standards required by modern high-precision machinery, directly contributing to reduced downtime, improved equipment life, and optimized maintenance costs.

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Frequently Asked Questions

ASTM D8385-22 is a standard published by ASTM International. Its full title is "Standard Test Method for Dry Filterability of Lubricants and Hydraulic Fluids by Mass Flow Technique". This standard covers: SIGNIFICANCE AND USE 5.1 Precision equipment and high pressure hydraulic machinery require filtered lubricants and fluids to prevent damage from the circulation of hard particulate contaminants. Three types of particulate contaminants are present in lubricants and hydraulic fluids: built in contaminants from the machinery assembly process, generated contaminants from equipment wear, and contaminants that enter from external sources. 5.2 The ability of lubricants and hydraulic fluids to retain their filterability is critical for efficient and reliable machine performance. Normally, the pressure differential across a filter will increase gradually as the filter accumulates dirt, sludge, and wear debris. In order to prevent the filter from collapsing, bypass valves in the filter assembly open when the differential pressure gets too high. If a filter becomes blocked by precipitating additives or other contaminants, the bypass valve will open. This can lead to an equipment shutdown or circulation of damaging particles throughout the machine. SCOPE 1.1 This test method covers determination of the dry filterability of lubricants and hydraulic fluids based upon mass flow rate measurements through a 0.8 µm membrane after ageing (Note 1). The procedure applies to lubricants and hydraulic fluids that are formulated with American Petroleum Institute (API) Group I, II, III, IV, and certain V base stocks. Products formulated with water or base stocks that are heavier than water are out of scope. Note 1: This test method is similar to ISO 13357 but differs from the ISO method in the manner by which filterability is assessed. In ISO 13357, volume flow rates are used to determine filterability. In this test method, mass flow rates are used. Measurements of filterability based on mass flow rates facilitate automation and can be less susceptible to operator error. Note 2: Residual water due to atmospheric conditions or contaminants is in scope for these samples and it is typically low for most in process samples. 1.2 The values stated in SI units are to be regarded as standard. No other units of measurement are included in this standard. 1.3 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use. 1.4 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

SIGNIFICANCE AND USE 5.1 Precision equipment and high pressure hydraulic machinery require filtered lubricants and fluids to prevent damage from the circulation of hard particulate contaminants. Three types of particulate contaminants are present in lubricants and hydraulic fluids: built in contaminants from the machinery assembly process, generated contaminants from equipment wear, and contaminants that enter from external sources. 5.2 The ability of lubricants and hydraulic fluids to retain their filterability is critical for efficient and reliable machine performance. Normally, the pressure differential across a filter will increase gradually as the filter accumulates dirt, sludge, and wear debris. In order to prevent the filter from collapsing, bypass valves in the filter assembly open when the differential pressure gets too high. If a filter becomes blocked by precipitating additives or other contaminants, the bypass valve will open. This can lead to an equipment shutdown or circulation of damaging particles throughout the machine. SCOPE 1.1 This test method covers determination of the dry filterability of lubricants and hydraulic fluids based upon mass flow rate measurements through a 0.8 µm membrane after ageing (Note 1). The procedure applies to lubricants and hydraulic fluids that are formulated with American Petroleum Institute (API) Group I, II, III, IV, and certain V base stocks. Products formulated with water or base stocks that are heavier than water are out of scope. Note 1: This test method is similar to ISO 13357 but differs from the ISO method in the manner by which filterability is assessed. In ISO 13357, volume flow rates are used to determine filterability. In this test method, mass flow rates are used. Measurements of filterability based on mass flow rates facilitate automation and can be less susceptible to operator error. Note 2: Residual water due to atmospheric conditions or contaminants is in scope for these samples and it is typically low for most in process samples. 1.2 The values stated in SI units are to be regarded as standard. No other units of measurement are included in this standard. 1.3 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use. 1.4 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

ASTM D8385-22 is classified under the following ICS (International Classification for Standards) categories: 75.100 - Lubricants, industrial oils and related products; 75.120 - Hydraulic fluids. The ICS classification helps identify the subject area and facilitates finding related standards.

ASTM D8385-22 has the following relationships with other standards: It is inter standard links to ASTM D6300-24, ASTM D4175-23a, ASTM D6300-23a, ASTM D4175-23e1, ASTM D6300-19a, ASTM D6300-16, ASTM D6300-15, ASTM D6300-14a, ASTM D6300-14ae1, ASTM D6300-14, ASTM D6300-13a, ASTM D6300-13, ASTM D4057-06(2011), ASTM D6300-08, ASTM D6300-07. Understanding these relationships helps ensure you are using the most current and applicable version of the standard.

ASTM D8385-22 is available in PDF format for immediate download after purchase. The document can be added to your cart and obtained through the secure checkout process. Digital delivery ensures instant access to the complete standard document.

Standards Content (Sample)


This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the
Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
Designation: D8385 − 22
Standard Test Method for
Dry Filterability of Lubricants and Hydraulic Fluids by Mass
Flow Technique
This standard is issued under the fixed designation D8385; the number immediately following the designation indicates the year of
original adoption or, in the case of revision, the year of last revision. A number in parentheses indicates the year of last reapproval. A
superscript epsilon (´) indicates an editorial change since the last revision or reapproval.
1. Scope D4057 Practice for Manual Sampling of Petroleum and
Petroleum Products
1.1 This test method covers determination of the dry filter-
D4175 Terminology Relating to Petroleum Products, Liquid
ability of lubricants and hydraulic fluids based upon mass flow
Fuels, and Lubricants
rate measurements through a 0.8 µm membrane after ageing
D6300 Practice for Determination of Precision and Bias
(Note 1). The procedure applies to lubricants and hydraulic
Data for Use in Test Methods for Petroleum Products,
fluids that are formulated with American Petroleum Institute
Liquid Fuels, and Lubricants
(API) Group I, II, III, IV, and certain V base stocks. Products
2.2 ISO Standards:
formulated with water or base stocks that are heavier than
ISO 13357 Petroleum products – Determination of the fil-
water are out of scope.
terability of lubricating oils – Part 2: Procedure for dry
NOTE 1—This test method is similar to ISO 13357 but differs from the
oils
ISOmethodinthemannerbywhichfilterabilityisassessed.InISO13357,
ISO 16889 Hydraulic fluid power – Filters – Multi-pass
volume flow rates are used to determine filterability. In this test method,
massflowratesareused.Measurementsoffilterabilitybasedonmassflow method for evaluating filtration performance of a filter
rates facilitate automation and can be less susceptible to operator error.
element
NOTE2—Residualwaterduetoatmosphericconditionsorcontaminants
is in scope for these samples and it is typically low for most in process
3. Terminology
samples.
3.1 Definitions:
1.2 The values stated in SI units are to be regarded as
3.1.1 For definitions of terms used in this test method, refer
standard. No other units of measurement are included in this
to Terminology D4175.
standard.
3.2 Definitions of Terms Specific to This Standard:
1.3 This standard does not purport to address all of the
3.2.1 filterability, n—the ability of lubricants and hydraulic
safety concerns, if any, associated with its use. It is the
fluids to pass through fine filters without plugging them; it is a
responsibility of the user of this standard to establish appro-
dimensionless number that is the ratio between two filtration
priate safety, health, and environmental practices and deter-
rates.
mine the applicability of regulatory limitations prior to use.
3.2.2 Stage I filterability index, n—the ratio, expressed as a
1.4 This international standard was developed in accor-
percentage, between 192 g and the mass of oil filtered in the
dance with internationally recognized principles on standard-
time that 192 g would have theoretically taken, assuming no
ization established in the Decision on Principles for the
plugging of the membrane.
Development of International Standards, Guides and Recom-
mendations issued by the World Trade Organization Technical
3.2.3 Stage II filterability index, n—the ratio, expressed as a
Barriers to Trade (TBT) Committee.
percentage, between the flow rate near the start of filtration,
and the flow rate between 160 g and 240 g of filtered mass.
2. Referenced Documents
NOTE 3—Oils having good Stage I filterability would be unlikely to
2.1 ASTM Standards:
cause filter performance problems in use, unless high efficiency fine
D1193 Specification for Reagent Water
filtration is employed in the equipment. Oils with good Stage II filterabil-
ity would be unlikely to cause filtration problems when high efficiency
This test method is under the jurisdiction of ASTM Committee D02 on
fine filtration is present. High efficiency filters, within the context of this
Petroleum Products, Liquid Fuels, and Lubricants and is the direct responsibility of
method, have a Beta Ratio greater than or equal to 75 at 5 µm as defined
Subcommittee D02.N0 on Hydraulic Fluids.
byISO16889.(β ≥75)ThusfluidsthathavegoodStageIIfilterability
5µm
Current edition approved July 1, 2022. Published August 2022. DOI: 10.1520/
D8385-22.
For referenced ASTM standards, visit the ASTM website, www.astm.org, or
contact ASTM Customer Service at service@astm.org. For Annual Book of ASTM Available from International Organization for Standardization (ISO), ISO
Standards volume information, refer to the standard’s Document Summary page on Central Secretariat, Chemin de Blandonnet 8, CP 401, 1214 Vernier, Geneva,
the ASTM website. Switzerland, https://www.iso.org.
Copyright © ASTM International, 100 Barr Harbor Drive, PO Box C700, West Conshohocken, PA 19428-2959. United States
D8385 − 22
are recommended for hydraulic and lubrication systems that have critical
(6.5)canbeclampedbetweenthesealingsurfacesofthefunnel
cleanliness requirements.
and the base by means of a metal clamp or other suitable
3.3 Symbols: air-tight closure.
3.3.1 F —stage I filterability index, dimensionless
I
6.4 Forceps, spade ended.
3.3.2 F —stage II filterability index, dimensionless
II
6.5 Membrane filters, of mixed cellulose esters, diameter
3.3.3 M—actual mass of oil filtered at T ,g
47 mm and mean pore size of 0.8 µm.
m
3.3.4 T —time corresponding to 8 g of oil filtered, s
8 NOTE 6—Membranes of an equivalent specification to Millipore filter
membranes, catalogue number AAWP 047 have been found satisfactory.
3.3.5 T —time corresponding to 40 g of oil filtered, s
6.6 Oven, controlled at 70 °C 6 2.0 °C.
3.3.6 T —time corresponding to 160 g of oil filtered, s
6.7 Petri dishes, glass type.
3.3.7 T —time corresponding to 240 g of oil filtered, s
6.8 Pressure gauge, dial or digital type, capable of reading
3.3.8 T —theoretical time for 192 g of oil to filter, s
m
the required delivery pressures (see 11.7) 65 kPa.
4. Summary of Test Method
6.9 Top loading balance, with dynamic measurement mode.
Capable of continuously recording 0.1 g mass at 0.1 s incre-
4.1 In this test method the fluid is filtered under specific
ments.
conditions through a membrane of 0.8 µm mean pore diameter,
and the times for the specific filtrate masses are recorded.
7. Reagents and Materials
Filterability indices are calculated from ratios of the mass flow
ratenearthestartofthetest,totheflowrateatlaterstages.The 7.1 Purity of Reagents—Reagent grade chemicals shall be
result of the test is the average of three determined values. used in all tests. Unless otherwise indicated, it is intended that
all reagents shall conform to the specifications of the Commit-
5. Significance and Use tee onAnalytical Reagents of theAmerican Chemical Society,
where such specifications are available. Other grades may be
5.1 Precision equipment and high pressure hydraulic ma-
used, provided it is first ascertained that the reagent is of
chinery require filtered lubricants and fluids to prevent damage
sufficiently high purity to permit its use without lessening the
from the circulation of hard particulate contaminants. Three
accuracy of the determination.
types of particulate contaminants are present in lubricants and
hydraulic fluids: built in contaminants from the machinery 7.2 Compressed air or nitrogen, complete with regulator
system capable of supplying air or nitrogen at nominal pres-
assembly process, generated contaminants from equipment
sures between 50 kPa and 200 kPa.The air or nitrogen shall be
wear, and contaminants that enter from external sources.
dry and filtered.
5.2 The ability of lubricants and hydraulic fluids to retain
7.3 Aliphatic solvent, reagent grade heptanes or 2,2,4-
their filterability is critical for efficient and reliable machine
trimethylpentane are suitable.
performance. Normally, the pressure differential across a filter
will increase gradually as the filter accumulates dirt, sludge,
7.4 Water, conforming to Type 3 of Specification D1193 for
and wear debris. In order to prevent the filter from collapsing,
Reagent Water.
bypass valves in the filter assembly open when the differen
...

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