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Aircraft Engine Lubrication Systems

Principles of Engine Lubrication

The primary purpose of a lubricant is to reduce friction between moving parts. Because liquid lubricants or oils can be circulated readily, they are used universally in aircraft engines. In theory, fluid lubrication is based on the actual separation of the surfaces so that no metal-to-metal contact occurs. As long as the oil film remains unbroken, metallic friction is replaced by the internal fluid friction of the lubricant. Under ideal conditions, friction and wear are held to a minimum. Oil is generally pumped throughout the engine to all areas that require lubrication. Overcoming the friction of the moving parts of the engine consumes energy and creates unwanted heat. The reduction of friction during engine operation increases the overall potential power output. Engines are subjected to several types of friction.

Types of Friction

Friction may be defined as the rubbing of one object or surface against another. One surface sliding over another surface causes sliding friction, as found in the use of plain bearings. The surfaces are not completely flat or smooth and have microscopic defects that cause friction between the two moving surfaces. [Figure 1] Rolling friction is created when a roller or sphere rolls over another surface, such as with ball or roller bearings, also referred to as antifriction bearings. The amount of friction created by rolling friction is less than that created by sliding friction and this bearing uses an outer race and an inner race with balls, or steel spheres, rolling between the moving parts or races. Another type of friction is wiping friction, which occurs between gear teeth. With this type of friction, pressure can vary widely and loads applied to the gears can be extreme, so the lubricant must be able to withstand the loads.

Characteristics of Reciprocating Engine Lubricants
Figure 1. Two moving surfaces in direct contact create excessive friction

Functions of Engine Oil

In addition to reducing friction, the oil film acts as a cushion between metal parts. [Figure 2] This cushioning effect is particularly important for such parts as reciprocating engine crankshafts and connecting rods, which are subject to shock-loading. As the piston is pushed down on the power stroke, it applies loads between the connecting rod bearing and the crankshaft journal. The load-bearing qualities of the oil must prevent the oil film from being squeezed out, causing metal-to-metal contact in the bearing. Also, as oil circulates through the engine, it absorbs heat from the pistons and cylinder walls. In reciprocating engines, these components are especially dependent on the oil for cooling.

Characteristics of Reciprocating Engine Lubricants
Figure 2. Oil film acts as a cushion between two moving surfaces

Oil cooling can account for up to 50 percent of the total engine cooling and is an excellent medium to transfer the heat from the engine to the oil cooler. The oil also aids in forming a seal between the piston and the cylinder wall to prevent leakage of the gases from the combustion chamber.

Oils clean the engine by reducing abrasive wear by picking up foreign particles and carrying them to a filter where they are removed. The dispersant, an additive, in the oil holds the particles in suspension and allows the filter to trap them as the oil passes through the filter. The oil also prevents corrosion on the interior of the engine by leaving a coating of oil on parts when the engine is shut down. This is one of the reasons why the engine should not be shut down for long periods of time. The coating of oil preventing corrosion will not last on the parts, allowing them to rust or corrode.

The engine’s oil is the life blood of the engine and it is very important for the engine to perform its function and to extend the length between overhauls.

Requirements and Characteristics of Reciprocating Engine Lubricants

While there are several important properties that satisfactory reciprocating engine oil must possess, its viscosity is most important in engine operation. The resistance of an oil to flow is known as its viscosity. Oil that flows slowly is viscous or has a high viscosity; if it flows freely, it has a low viscosity. Unfortunately, the viscosity of oil is affected by temperature. It was not uncommon for earlier grades of oil to become practically solid in cold weather, increasing drag and making circulation almost impossible. Other oils may become so thin at high temperatures that the oil film is broken, causing a low load carrying ability, resulting in rapid wear of the moving parts.

The oil selected for aircraft engine lubrication must be light enough to circulate freely at cold temperatures, yet heavy enough to provide the proper oil film at engine operating temperatures. Since lubricants vary in properties and since no one oil is satisfactory for all engines and all operating conditions, it is extremely important that only the approved grade or Society of Automotive Engineers (SAE) rating be used.

Several factors must be considered in determining the proper grade of oil to use in a particular engine, the most important of which are the operating load, rotational speeds, and operating temperatures. The grade of the lubricating oil to be used is determined by the operating conditions to be met in the various types of engines. The oil used in aircraft reciprocating engines has a relatively high viscosity required by:

  1. Large engine operating clearances due to the relatively large size of the moving parts, the different materials used, and the different rates of expansion of the various materials;
  2. High operating temperatures; and
  3. High bearing pressures.

Viscosity

Generally, commercial aviation oils are classified by a number, (such as 80, 100, 140, etc.) that is an approximation of the viscosity as measured by a testing instrument called the Saybolt Universal Viscosimeter. In this instrument, a tube holds a specific quantity of the oil to be tested. The oil is brought to an exact temperature by a liquid bath surrounding the tube. The time in seconds required for exactly 60 cubic centimeters of oil to flow through an accurately calibrated orifice is recorded as a measure of the oil’s viscosity. If actual Saybolt values were used to designate the viscosity of oil, there would probably be several hundred grades of oil.

To simplify the selection of oils, they are often classified under an SAE system that divides all oils into seven groups (SAE 10 to 70) according to viscosity at either 130 °F or 210 °F. SAE ratings are purely arbitrary and bear no direct relationship to the Saybolt or other ratings.

The letter W occasionally is included in the SAE number giving a designation, such as SAE 20W. This W indicates that the oil, in addition to meeting the viscosity requirements at the testing temperature specifications, is satisfactory oil for winter use in cold climates. This should not be confused with the W used in front of the grade or weight number that indicates the oil is of the ashless dispersant type.


Although the SAE scale has eliminated some confusion in the designation of lubricating oils, it must not be assumed that this specification covers all the important viscosity requirements. An SAE number indicates only the viscosity grade or relative viscosity; it does not indicate quality or other essential characteristics. It is well known that there are good oils and inferior oils that have the same viscosities at a given temperature and, therefore, are subject to classification in the same grade.

The SAE letters on an oil container are not an endorsement or recommendation of the oil by the SAE. Although each grade of oil is rated by an SAE number, depending on its specific use, it may be rated with a commercial aviation grade number or an Army and Navy specification number. The correlation between these grade numbering systems is shown in Figure 3.

Characteristics of Reciprocating Engine Lubricants
Figure 3. Grade designations for aviation oils

Viscosity Index

The viscosity index is a number that indicates the effect of temperature changes on the viscosity of the oil. When oil has a low viscosity index, it signifies a relatively large change of viscosity of increased temperature. The oil becomes thin at high temperatures and thick at low temperatures. Oils with a high viscosity index have small changes in viscosity over a wide temperature range.

The best oil for most purposes is one that maintains a constant viscosity throughout temperature changes. Oil having a high viscosity index resists excessive thickening when the engine is subjected to cold temperatures. This allows for rapid cranking speeds during starting and prompt oil circulation during initial start up. This oil resists excessive thinning when the engine is at operating temperature and provides full lubrication and bearing load protection.

Flash Point and Fire Point

Flash point and fire point are determined by laboratory tests that show the temperature at which a liquid begins to give off ignitable vapors, flash, and the temperature at which there are sufficient vapors to support a flame, fire. These points are established for engine oils to determine that they can withstand the high temperatures encountered in an engine.

Cloud Point and Pour Point

Cloud point and pour point also help to indicate suitability. The cloud point of oil is the temperature at which its wax content, normally held in solution, begins to solidify and separate into tiny crystals, causing the oil to appear cloudy or hazy. The pour point of oil is the lowest temperature at which it flows or can be poured.

Specific Gravity

Specific gravity is a comparison of the weight of the substance to the weight of an equal volume of distilled water at a specified temperature. As an example, water weighs approximately 8 pounds to the gallon; oil with a specific gravity of 0.9 would weigh 7.2 pounds to the gallon.

In the early years, the performance of aircraft piston engines was such that they could be lubricated satisfactorily by means of straight mineral oils, blended from specially selected petroleum base stocks. Oil grades 65, 80, 100, and 120 are straight mineral oils blended from selected high-viscosity index base oils. These oils do not contain any additives except for very small amounts of pour point depressant, which helps improve fluidity at very low temperatures, and an antioxidant. This type of oil is used during the break-in period of a new aviation piston engine or those recently overhauled.

Demand for oils with higher degrees of thermal and oxidation stability necessitated fortifying them with the addition of small quantities of nonpetroleum materials. The first additives incorporated in straight mineral piston engine oils were based on the metallic salts of barium and calcium. In most engines, the performance of these oils with respect to oxidation and thermal stability was excellent, but the combustion chambers of the majority of engines could not tolerate the presence of the ash deposits derived from these metal-containing additives. To overcome the disadvantages of harmful combustion chamber deposits, a nonmetallic (i.e., non-ash forming, polymeric) additive was developed that was incorporated in blends of selected mineral oil base stocks. W oils are of the ashless type and are still in use. The ashless dispersant grades contain additives, one of which has a viscosity stabilizing effect that removes the tendency of the oil to thin out at high oil temperatures and thicken at low oil temperatures.

The additives in these oils extend operating temperature range and improve cold engine starting and lubrication of the engine during the critical warm-up period permitting flight through wider ranges of climatic changes without the necessity of changing oil.

Semi-synthetic multigrade SAE W15 W50 oil for piston engines has been in use for some time. Oils W80, W100, and W120 are ashless dispersant oils specifically developed for aviation piston engines. They combine nonmetallic additives with selected high viscosity index base oils to give exceptional stability, dispersancy, and antifoaming performance. Dispersancy is the ability of the oil to hold particles in suspension until they can either be trapped by the filter or drained at the next oil change. The dispersancy additive is not a detergent and does not clean previously formed deposits from the interior of the engine.

Some multigrade oil is a blend of synthetic and mineral-based oil semisynthetic, plus a highly effective additive package, that is added due to concern that fully synthetic oil may not have the solvency to handle the lead deposits that result from the use of leaded fuel. As multigrade oil, it offers the flexibility to lubricate effectively over a wider range of temperatures than monograde oils. Compared to monograde oil, multigrade oil provides better cold-start protection and a stronger lubricant film (higher viscosity) at typical operating temperatures. The combination of nonmetallic, antiwear additives and selected high viscosity index mineral and synthetic base oils give exceptional stability, dispersancy, and antifoaming performance. Start up can contribute up to 80 percent of normal engine wear due to lack of lubrication during the start-up cycle. The more easily the oil flows to the engine’s components at start up, the less wear occurs.

The ashless dispersant grades are recommended for aircraft engines subjected to wide variations of ambient temperature, particularly the turbocharged series engines that require oil to activate the various turbo controllers. At temperatures below 20 °F, preheating of the engine and oil supply tank is normally required regardless of the type of oil used.

Premium, semisynthetic multigrade ashless dispersant oil is a special blend of a high-quality mineral oil and synthetic hydrocarbons with an advanced additive package that has been specifically formulated for multigrade applications. The ashless antiwear additive provides exceptional wear protection for wearing surfaces.

Many aircraft manufacturers add approved preservative lubricating oil to protect new engines from rust and corrosion at the time the aircraft leaves the factory. This preservative oil should be removed at end of the first 25 hours of operation. When adding oil during the period when preservative oil is in the engine, use only aviation grade straight mineral oil or ashless dispersant oil, as required, of the viscosity desired.

If ashless dispersant oil is used in a new engine, or a newly overhauled engine, high oil consumption might possibly be experienced. The additives in some of these ashless dispersant oils may retard the break in of the piston rings and cylinder walls. This condition can be avoided by the use of mineral oil until normal oil consumption is obtained, then change to the ashless dispersant oil. Mineral oil should also be used following the replacement of one or more cylinders or until the oil consumption has stabilized.

In all cases, refer to the manufacturers’ information when oil type or time in service is being considered.

Aircraft Reciprocating Engine Lubrication Systems

Aircraft reciprocating engine pressure lubrication systems can be divided into two basic classifications: wet sump and dry sump. The main difference is that the wet sump system stores oil in a reservoir inside the engine. After the oil is circulated through the engine, it is returned to this crankcase-based reservoir. A dry sump engine pumps the oil from the engine’s crankcase to an external tank that stores the oil. The dry sump system uses a scavenge pump, some external tubing, and an external tank to store the oil.

Other than this difference, the systems use similar types of components. Because the dry sump system contains all the components of the wet sump system, the dry sump system is explained as an example system.

Combination Splash and Pressure Lubrication

The lubricating oil is distributed to the various moving parts of a typical internal combustion engine by one of the three following methods: pressure, splash, or a combination of pressure and splash.

The pressure lubrication system is the principal method of lubricating aircraft engines. Splash lubrication may be used in addition to pressure lubrication on aircraft engines, but it is never used by itself; aircraft-engine lubrication systems are always either the pressure type or the combination pressure and splash type, usually the latter.

The advantages of pressure lubrication are:

  1. Positive introduction of oil to the bearings. 
  2. Cooling effect caused by the large quantities of oil that can be pumped, or circulated, through a bearing. 
  3. Satisfactory lubrication in various attitudes of flight.

Lubrication System Requirements

The lubrication system of the engine must be designed and constructed so that it functions properly within all flight attitudes and atmospheric conditions that the aircraft is expected to operate. In wet sump engines, this requirement must be met when only half of the maximum lubricant supply is in the engine. The lubrication system of the engine must be designed and constructed to allow installing a means of cooling the lubricant. The crankcase must also be vented to the atmosphere to preclude leakage of oil from excessive pressure.

Dry Sump Oil Systems

Many reciprocating and turbine aircraft engines have pressure dry sump lubrication systems. The oil supply in this type of system is carried in a tank. A pressure pump circulates the oil through the engine. Scavenger pumps then return it to the tank as quickly as it accumulates in the engine sumps. The need for a separate supply tank is apparent when considering the complications that would result if large quantities of oil were carried in the engine crankcase. On multiengine aircraft, each engine is supplied with oil from its own complete and independent system.

Although the arrangement of the oil systems in different aircraft varies widely and the units of which they are composed differ in construction details, the functions of all such systems are the same. A study of one system clarifies the general operation and maintenance requirements of other systems.

The principal units in a typical reciprocating engine dry sump oil system include an oil supply tank, an engine-driven pressure oil pump, a scavenge pump, an oil cooler with an oil cooler control valve, oil tank vent, necessary tubing, and pressure and temperature indicators. [Figure 1]

Reciprocating engine lubrication system
Figure 1. Oil system schematic

Oil Tanks

Oil tanks are generally associated with a dry sump lubrication system, while a wet sump system uses the crankcase of the engine to store the oil. Oil tanks are usually constructed of aluminum alloy and must withstand any vibration, inertia, and fluid loads expected in operation.

Each oil tank used with a reciprocating engine must have expansion space of not less than the greater of 10 percent of the tank capacity or 0.5 gallons. Each filler cap of an oil tank that is used with an engine must provide an oil-tight seal. The oil tank usually is placed close to the engine and high enough above the oil pump inlet to ensure gravity feed.

Oil tank capacity varies with the different types of aircraft, but it is usually sufficient to ensure an adequate supply of oil for the total fuel supply. The tank filler neck is positioned to provide sufficient room for oil expansion and for foam to collect.

The filler cap or cover is marked with the word OIL. A drain in the filler cap well disposes of any overflow caused by the filling operation. Oil tank vent lines are provided to ensure proper tank ventilation in all attitudes of flight. These lines are usually connected to the engine crankcase to prevent the loss of oil through the vents. This indirectly vents the tanks to the atmosphere through the crankcase breather.

Early large radial engines had many gallons of oil in their tank. To help with engine warm up, some oil tanks had a built-in hopper or temperature accelerating well. [Figure 2] This well extended from the oil return fitting on top of the oil tank to the outlet fitting in the sump in the bottom of the tank. In some systems, the hopper tank is open to the main oil supply at the lower end. Other systems have flapper-type valves that separate the main oil supply from the oil in the hopper.

Reciprocating engine lubrication system
Figure 2. Oil tank with hopper

The opening at the bottom of the hopper in one type and the flapper valve-controlled openings in the other allow oil from the main tank to enter the hopper and replace the oil consumed by the engine. Whenever the hopper tank includes the flapper controlled openings, the valves are operated by differential oil pressure. By separating the circulating oil from the surrounding oil in the tank, less oil is circulated. This hastens the warming of the oil when the engine was started. Very few of these types of tanks are still in use and most are associated with radial engine installations.

Generally, the return line in the top of the tank is positioned to discharge the returned oil against the wall of the tank in a swirling motion. This method considerably reduces foaming that occurs when oil mixes with air. Baffles in the bottom of the oil tank break up this swirling action to prevent air from being drawn into the inlet line of the oil pressure pump. Foaming oil increases in volume and reduces its ability to provide proper lubrication. In the case of oil-controlled propellers, the main outlet from the tank may be in the form of a standpipe so that there is always a reserve supply of oil for propeller feathering in case of engine failure. An oil tank sump, attached to the under surface of the tank, acts as a trap for moisture and sediment. [Figure 1] The water and sludge can be drained by manually opening the drain valve in the bottom of the sump.

Most aircraft oil systems are equipped with the dipstick-type quantity gauge, often called a bayonet gauge. Some larger aircraft systems also have an oil quantity indicating system that shows the quantity of oil during flight. One type system consists essentially of an arm and float mechanism that rides the level of the oil and actuates an electric transmitter on top of the tank. The transmitter is connected to a cockpit gauge that indicates the quantity of oil.

Oil Pump

Oil entering the engine is pressurized, filtered, and regulated by units within the engine. They are discussed along with the external oil system to provide a concept of the complete oil system.

As oil enters the engine, it is pressurized by a gear-type pump. [Figure 3] This pump is a positive displacement pump that consists of two meshed gears that revolve inside the housing. The clearance between the teeth and housing is small. The pump inlet is located on the left and the discharge port is connected to the engine’s system pressure line. One gear is attached to a splined drive shaft that extends from the pump housing to an accessory drive shaft on the engine. Seals are used to prevent leakage around the drive shaft. As the lower gear is rotated counterclockwise, the driven idler gear turns clockwise.

Reciprocating engine lubrication system
Figure 3. Engine oil pump and associated units

As oil enters the gear chamber, it is picked up by the gear teeth, trapped between them and the sides of the gear chamber, is carried around the outside of the gears, and discharged from the pressure port into the oil screen passage. The pressurized oil flows to the oil filter, where any solid particles suspended in the oil are separated from it, preventing possible damage to moving parts of the engine.

Oil under pressure then opens the oil filter check valve mounted in the top of the filter. This valve is used mostly with dry sump radial engines and is closed by a light spring loading of 1 to 3 pounds per square inch (psi) when the engine is not operating to prevent gravity-fed oil from entering the engine and settling in the lower cylinders or sump area of the engine. If oil were allowed to gradually seep by the rings of the piston and fill the combustion chamber, it could cause a liquid lock. This could happen if the valves on the cylinder were both closed and the engine was cranked for start. Damage could occur to the engine.

The oil filter bypass valve, located between the pressure side of the oil pump and the oil filter, permits unfiltered oil to bypass the filter and enter the engine if the oil filter is clogged or during cold weather if congealed oil is blocking the filter during engine start. The spring loading on the bypass valve allows the valve to open before the oil pressure collapses the filter; in the case of cold, congealed oil, it provides a low-resistance path around the filter. Dirty oil in an engine is better than no lubrication.

Oil Filters

The oil filter used on an aircraft engine is usually one of four types: screen, Cuno, canister, or spin-on. A screen-type filter with its double-walled construction provides a large filtering area in a compact unit. [Figure 3] As oil passes through the fine-mesh screen, dirt, sediment, and other foreign matter are removed and settle to the bottom of the housing. At regular intervals, the cover is removed and the screen and housing cleaned with a solvent. Oil screen filters are used mostly as suction filters on the inlet of the oil pump.

The Cuno oil filter has a cartridge made of disks and spacers. A cleaner blade fits between each pair of disks. The cleaner blades are stationary, but the disks rotate when the shaft is turned. Oil from the pump enters the cartridge well that surrounds the cartridge and passes through the spaces between the closely spaced disks of the cartridge, then through the hollow center, and on to the engine. Any foreign particles in the oil are deposited on the outer surface of the cartridge. When the cartridge is rotated, the cleaner blades comb the foreign matter from the disks. The cartridge of the manually operated Cuno filter is turned by an external handle. Automatic Cuno filters have a hydraulic motor built into the filter head. This motor, operated by engine oil pressure, rotates the cartridge whenever the engine is running. There is a manual turning nut on the automatic Cuno filter for rotating the cartridge manually during inspections. This filter is not often used on modern aircraft.

Reciprocating Engine Lubrication System
Figure 4. Housing filter element type oil filter

A canister housing filter has a replaceable filter element that is replaced with rest of the components other than seals and gaskets being reused. [Figure 4] The filter element is designed with a corrugated, strong steel center tube supporting each convoluted pleat of the filter media, resulting in a higher collapse pressure rating. The filter provides excellent filtration, because the oil flows through many layers of locked-in-fibers.

Reciprocating Engine Lubrication System
Figure 5. Full flow spin-on filter

Full flow spin-on filters are the most widely used oil filters for reciprocating engines. [Figure 5] Full flow means that all the oil is normally passed through the filter. In a full flow system, the filter is positioned between the oil pump and the engine bearings, which filters the oil of any contaminants before they pass through the engine bearing surfaces. The filter also contains an antidrain back valve and a pressure relief valve, all sealed in a disposable housing. The relief valve is used in case the filter becomes clogged. It would open to allow the oil to bypass, preventing the engine components from oil starvation. A cutaway of the micronic filter element shows the resin-impregnated cellulosic full-pleat media that is used to trap harmful particles, keeping them from entering the engine. [Figure 6]

Reciprocating Engine Lubrication System
Figure 6. Cutaway view of a filter

Oil Pressure Regulating Valve

An oil pressure regulating valve limits oil pressure to a predetermined value, depending on the installation. [Figure 3] This valve is sometimes referred to as a relief valve, but its real function is to regulate the oil pressure at a preset pressure level. The oil pressure must be sufficiently high to ensure adequate lubrication of the engine and its accessories at high speeds and powers. This pressure helps ensure that the oil film between the crankshaft journal and bearing is maintained. However, the pressure must not be too high, as leakage and damage to the oil system may result. The oil pressure is generally adjusted by loosening the locknut and turning the adjusting screw. [Figure 7] On most aircraft engines, turning the screw clockwise increases the tension of the spring that holds the relief valve on its seat and increases the oil pressure; turning the adjusting screw counterclockwise decreases the spring tension and lowers the pressure. Some engines use washers under the spring that are either removed or added to adjust the regulating valve and pressure. The oil pressure should be adjusted only after the engine’s oil is at operating temperature and the correct viscosity is verified. The exact procedure for adjusting the oil pressure and the factors that vary an oil pressure setting are included in applicable manufacturer’s instructions.

Reciprocating engine lubrication system
Figure 7. Oil pressure adjustment screw

Oil Pressure Gauge

Usually, the oil pressure gauge indicates the pressure that oil enters the engine from the pump. This gauge warns of possible engine failure caused by an exhausted oil supply, failure of the oil pump, burned-out bearings, ruptured oil lines, or other causes that may be indicated by a loss of oil pressure.

One type of oil pressure gauge uses a Bourdon-tube mechanism that measures the difference between oil pressure and cabin, or atmospheric, pressure. This gauge is constructed similarly to other Bourdon-type gauges, except that it has a small restriction built into the instrument case, or into the nipple connection leading to the Bourdon tube. This restriction prevents the surging action of the oil pump from damaging the gauge or causing the pointer to oscillate pressure gauge is available for use on multiengine aircraft. The dual indicator contains two Bourdon tubes, housed in a standard instrument case; one tube being used for each engine. The connections extend from the back of the case to each engine. There is one common movement assembly, but the moving parts function independently. In some installations, the line leading from the engine to the pressure gauge is filled with light oil. Since the viscosity of this oil does not vary much with changes in temperature, the gauge responds better to changes in oil pressure. In time, engine oil mixes with some of the light oil in the line to the transmitter; during cold weather, the thicker mixture causes sluggish instrument readings. To correct this condition, the gauge line must be disconnected, drained, and refilled with light oil.

The current trend is toward electrical transmitters and indicators for oil and fuel pressure-indicating systems in all aircraft. In this type of indicating system, the oil pressure being measured is applied to the inlet port of the electrical transmitter where it is conducted to a diaphragm assembly by a capillary tube. The motion produced by the diaphragm’s expansion and contraction is amplified through a lever and gear arrangement. The gear varies the electrical value of the indicating circuit, which in turn, is reflected on the indicator in the cockpit. This type of indicating system replaces long fluid-filled tubing lines with an almost weightless piece of wire.

Oil Temperature Indicator

In dry-sump lubricating systems, the oil temperature bulb may be anywhere in the oil inlet line between the supply tank and the engine. Oil systems for wet-sump engines have the temperature bulb located where it senses oil temperature after the oil passes through the oil cooler. In either system, the bulb is located so that it measures the temperature of the oil before it enters the engine’s hot sections. An oil temperature gauge in the cockpit is connected to the oil temperature bulb by electrical leads. The oil temperature is indicated on the gauge. Any malfunction of the oil cooling system appears as an abnormal reading.

Oil Cooler

The cooler, either cylindrical or elliptical shaped, consists of a core enclosed in a double-walled shell. The core is built of copper or aluminum tubes with the tube ends formed to a hexagonal shape and joined together in the honeycomb effect. [Figure 8] The ends of the copper tubes of the core are soldered, whereas aluminum tubes are brazed or mechanically joined. The tubes touch only at the ends so that a space exists between them along most of their lengths. This allows oil to flow through the spaces between the tubes while the cooling air passes through the tubes.

Reciprocating engine lubrication system
Figure 8. Oil cooler

The space between the inner and outer shells is known as the annular or bypass jacket. Two paths are open to the flow of oil through a cooler. From the inlet, it can flow halfway around the bypass jacket, enter the core from the bottom, and then pass through the spaces between the tubes and out to the oil tank. This is the path the oil follows when it is hot enough to require cooling. As the oil flows through the core, it is guided by baffles that force the oil to travel back and forth several times before it reaches the core outlet. The oil can also pass from the inlet completely around the bypass jacket to the outlet without passing through the core. Oil follows this bypass route when the oil is cold or when the core is blocked with thick, congealed oil.

Oil Cooler Flow Control Valve

As discussed previously, the viscosity of the oil varies with its temperature. Since the viscosity affects its lubricating properties, the temperature at which the oil enters an engine must be held within close limits. Generally, the oil leaving an engine must be cooled before it is recirculated. Obviously, the amount of cooling must be controlled if the oil is to return to the engine at the correct temperature. The oil cooler flow control valve determines which of the two possible paths the oil takes through the oil cooler. [Figure 9]

aircraft engine lubrication system
Figure 9. Control valve with surge protection

There are two openings in a flow control valve that fit over the corresponding outlets at the top of the cooler. When the oil is cold, a bellows within the flow control contracts and lifts a valve from its seat. Under this condition, oil entering the cooler has a choice of two outlets and two paths. Following the path of least resistance, the oil flows around the jacket and out past the thermostatic valve to the tank. This allows the oil to warm up quickly and, at the same time, heats the oil in the core. As the oil warms up and reaches its operating temperature, the bellows of the thermostat expand and closes the outlet from the bypass jacket. The oil cooler flow control valve, located on the oil cooler, must now flow oil through the core of the oil cooler. No matter which path it takes through the cooler, the oil always flows over the bellows of the thermostatic valve. As the name implies, this unit regulates the temperature by either cooling the oil or passing it on to the tank without cooling, depending on the temperature at which it leaves the engine.

Surge Protection Valves

When oil in the system is congealed, the scavenger pump may build up a very high pressure in the oil return line. To prevent this high pressure from bursting the oil cooler or blowing off the hose connections, some aircraft have surge protection valves in the engine lubrication systems. One type of surge valve is incorporated in the oil cooler flow control valve; another type is a separate unit in the oil return line. [Figure 9]

The surge protection valve incorporated in a flow control valve is the more common type. Although this flow control valve differs from the one just described, it is essentially the same except for the surge protection feature. The high-pressure operation condition is shown in Figure 9, in which the high oil pressure at the control valve inlet has forced the surge valve (C) upward. Note how this movement has opened the surge valve and, at the same time, seated the poppet valve (E). The closed poppet valve prevents oil from entering the cooler proper; therefore, the scavenge oil passes directly to the tank through outlet (A) without passing through either the cooler bypass jacket or the core. When the pressure drops to a safe value, the spring forces the surge and poppet valves downward, closing the surge valve (C) and opening the poppet valve (E). Oil then passes from the control valve inlet (D), through the open poppet valve, and into the bypass jacket (F). The thermostatic valve, according to oil temperature, determines oil flow either through the bypass jacket to port (H) or through the core to port (G). The check valve (B) opens to allow the oil to reach the tank return line.

Airflow Controls

By regulating the airflow through the cooler, the temperature of the oil can be controlled to fit various operating conditions. For example, the oil reaches operating temperature more quickly if the airflow is cut off during engine warm-up. There are two methods in general use: shutters installed on the rear of the oil cooler, and a flap on the air-exit duct. In some cases, the oil cooler air-exit flap is opened manually and closed by a linkage attached to a cockpit lever. More often, the flap is opened and closed by an electric motor.

Reciprocating Engine Lubrication Systems
Figure 10. Floating control thermostat

One of the most widely used automatic oil temperature control devices is the floating control thermostat that provides manual and automatic control of the oil inlet temperatures. With this type of control, the oil cooler air-exit door is opened and closed automatically by an electrically operated actuator. Automatic operation of the actuator is determined by electrical impulses received from a controlling thermostat inserted in the oil pipe leading from the oil cooler to the oil supply tank. The actuator may be operated manually by an oil cooler air-exit door control switch. Placing this switch in the “open” or “closed” position produces a corresponding movement of the cooler door. Placing the switch in the “auto” position puts the actuator under the automatic control of the floating control thermostat. [Figure 10] The thermostat shown in Figure 10 is adjusted to maintain a normal oil temperature so that it does not vary more than approximately 5° to 8 °C, depending on the installation.

During operation, the temperature of the engine oil flowing over the bimetal element causes it to wind or unwind slightly. [Figure 10B] This movement rotates the shaft (A) and the grounded center contact arm (C). As the grounded contact arm is rotated, it is moved toward either the open or closed floating contact arm (G). The two floating contact arms are oscillated by the cam (F), which is continuously rotated by an electric motor (D) through a gear train (E). When the grounded center contact arm is positioned by the bimetal element so that it touches one of the floating contact arms, an electric circuit to the oil cooler exit-flap actuator motor is completed, causing the actuator to operate and position the oil cooler air-exit flap. Newer systems use electronic control systems, but the function or the overall operation is basically the same regarding control of the oil temperature through control of the air flow through the cooler.

In some lubrication systems, dual oil coolers are used. If the typical oil system previously described is adapted to two oil coolers, the system is modified to include a flow divider, two identical coolers and flow regulators, dual air-exit doors, a two-door actuating mechanism, and a Y-fitting. [Figure 11] Oil is returned from the engine through a single tube to the flow divider (E), where the return oil flow is divided equally into two tubes (C), one for each cooler. The coolers and regulators have the same construction and operations as the cooler and flow regulator just described. Oil from the coolers is routed through two tubes (D) to a Y-fitting, where the floating control thermostat (A) samples oil temperature and positions the two oil cooler air-exit doors through the use of a two-door actuating mechanism. From the Y-fitting, the lubricating oil is returned to the tank where it completes its circuit.

Reciprocating Engine Lubrication Systems
Figure 11. Dual oil cooler system

Dry Sump Lubrication System Operation

The following lubrication system is typical of those on small, single-engine aircraft. The oil system and components are those used to lubricate a 225 horsepower (hp) six-cylinder, horizontally opposed, air-cooled engine. In a typical dry sump pressure-lubrication system, a mechanical pump supplies oil under pressure to the bearings throughout the engine. [Figure 1] The oil flows into the inlet or suction side of the oil pump through a suction screen and a line connected to the external tank at a point higher than the bottom of the oil sump. This prevents sediment that falls into the sump from being drawn into the pump. The tank outlet is higher than the pump inlet, so gravity can assist the flow into the pump. The engine-driven, positive-displacement, gear-type pump forces the oil into the full flow filter. [Figure 3] The oil either passes through the filter under normal conditions or, if the filter were to become clogged, the filter bypass valve would open as mentioned earlier. In the bypass position, the oil would not be filtered. As seen in Figure 3, the regulating (relief) valve senses when system pressure is reached and opens enough to bypass oil to the inlet side of the oil pump. Then, the oil flows into a manifold that distributes the oil through drilled passages to the crankshaft bearings and other bearings throughout the engine. Oil flows from the main bearings through holes drilled in the crankshaft to the lower connecting rod bearings. [Figure 12]

Reciprocating engine lubrication system
Figure 12. Oil circulation through the engine

Oil reaches a hollow camshaft (in an inline or opposed engine), or a cam plate or cam drum (in a radial engine), through a connection with the end bearing or the main oil manifold; it then flows out to the various camshaft, cam drum, or cam plate bearings and the cams.

The engine cylinder surfaces receive oil sprayed from the crankshaft and also from the crankpin bearings. Since oil seeps slowly through the small crankpin clearances before it is sprayed on the cylinder walls, considerable time is required for enough oil to reach the cylinder walls, especially on a cold day when the oil flow is more sluggish. This is one of the chief reasons for using modern multiviscosity oils that flow well at low temperatures.

When the circulating oil has performed its function of lubricating and cooling the moving parts of the engine, it drains into the sumps in the lowest parts of the engine. Oil collected in these sumps is picked up by gear or gerotor-type scavenger pumps as quickly as it accumulates. These pumps have a greater capacity than the pressure pump. This is needed because the volume of the oil has generally increased due to foaming (mixing with air). On dry sump engines, this oil leaves the engine, passes through the oil cooler, and returns to the supply tank.

A thermostat attached to the oil cooler controls oil temperature by allowing part of the oil to flow through the cooler and part to flow directly into the oil supply tank. This arrangement allows hot engine oil with a temperature still below 65 °C (150 °F) to mix with the cold uncirculated oil in the tank. This raises the complete engine oil supply to operating temperature in a shorter period of time.

Wet-Sump Lubrication System Operation

A simple form of a wet-sump system is shown in Figure 13. The system consists of a sump or pan in which the oil supply is contained. The oil supply is limited by the sump (oil pan) capacity. The level (quantity) of oil is indicated or measured by a vertical rod that protrudes into the oil from an elevated hole on top of the crankcase. In the bottom of the sump (oil pan) is a screen strainer having a suitable mesh, or series of openings, to strain undesirable particles from the oil and yet pass sufficient quantity to the inlet or (suction) side of the oil pressure pump. Figure 14 shows a typical oil sump that has the intake tube running through it. This preheats the fuel-air mixture before it enters the cylinders.

reciprocating engine Lubrication System
Figure 13. Basic wet-sump oil system
reciprocating engine Wet-Sump Lubrication System
Figure 14. Wet-sump system’s sump with intake tube running through it

The rotation of the pump, which is driven by the engine, causes the oil to pass around the outside of the gears. [Figure 3] This develops a pressure in the crankshaft oiling system (drilled passage holes). The variation in the speed of the pump from idling to full-throttle operating range of the engine and the fluctuation of oil viscosity because of temperature changes are compensated by the tension on the relief valve spring. The pump is designed to create a greater pressure than required to compensate for wear of the bearings or thinning out of oil. The parts oiled by pressure throw a lubricating spray into the cylinder and piston assemblies. After lubricating the various units it sprays, the oil drains back into the sump and the cycle is repeated. The system is not readily adaptable to inverted flying since the entire oil supply floods the engine.

Aircraft Reciprocating Engine Lubrication System Maintenance Practices

Oil Tank

The oil tank, constructed of welded aluminum, is serviced (filled) through a filler neck located on the tank and equipped with a spring-loaded locking cap. Inside the tank, a weighted, flexible rubber oil hose is mounted so that it is repositioned automatically to ensure oil pickup during all maneuvers. A dipstick guard is welded inside the tank for the protection of the flexible oil hose assembly. During normal flight, the oil tank is vented to the engine crankcase by a flexible line at the top of the tank. The location of the oil system components in relation to each other and to the engine is shown in Figure 1.

aircraft engine lubrication system
Figure 1. Oil system perspective

Repair of an oil tank usually requires that the tank be removed. The removal and installation procedures normally remain the same regardless of whether the engine is removed or not. First, the oil must be drained. Most light aircraft provide an oil drain similar to that shown in Figure 2.

aircraft engine lubrication system
Figure 2. Oil tank drain

On some aircraft, the normal ground attitude of the aircraft may prevent the oil tank from draining completely. If the amount of undrained oil is excessive, the aft portion of the tank can be raised slightly after the tank straps have been loosened to complete the drainage.

After disconnecting the oil inlet and vent lines, the scupper drain hose and bonding wire can be removed. [Figure 3] The securing straps fitted around the tank can now be removed. [Figure 4] Any safety wire securing the clamp must be removed before the clamp can be loosened and the strap disconnected. The tank can now be lifted out of the aircraft. The tank is reinstalled by reversing the sequence used in the tank removal. After installation, the oil tank should be filled to capacity. [Figure 5]

aircraft engine lubrication system
Figure 3. Disconnect oil lines
aircraft engine lubrication system
Figure 4. Removal of securing straps
aircraft engine lubrication system
Figure 5. Filling an oil tank

After the oil tank has been filled, the engine should be run for at least two minutes. Then, the oil level should be checked and, if necessary, sufficient oil should be added to bring the oil up to the proper level on the dipstick. [Figure 6]

aircraft engine lubrication system
Figure 6. Checking oil level with dipstick

Oil Cooler

The oil cooler used with this aircraft’s opposed-type engine is the honeycomb type. [Figure 7] With the engine operating and an oil temperature below 65 °C (150 °F), oil cooler bypass valve opens allowing oil to bypass the core. This valve begins to close when the oil temperature reaches approximately 65 °C (150 °F). When the oil temperature reaches 85 °C (185 °F), ±2 °C, the valve is closed completely, diverting all oil flow through the cooler core.

aircraft engine lubrication system
Figure 7. Oil cooler

Oil Temperature Bulbs

Most oil temperature bulbs are mounted in the pressure oil screen housing. They relay an indication of engine oil inlet temperature to the oil temperature indicators mounted on the instrument panel. Temperature bulbs can be replaced by removing the safety wire and disconnecting the wire leads from the temperature bulbs, then removing the temperature bulbs using the proper wrench. [Figure 8]

aircraft engine lubrication system
Figure 8. Removing oil temperature bulb

Pressure and Scavenge Oil Screens

Sludge accumulates on the pressure and scavenges oil screens during engine operation. [Figure 9] These screens must be removed, inspected, and cleaned at the intervals specified by the manufacturer.

aircraft engine lubrication system
Figure 9. Oil pressure screen (A) and scavenge oil screen assembly (B)

Typical removal procedures include removing the safety devices and loosening the oil screen housing or cover plate. A suitable container should be provided to collect the oil that drains from the filter housing or cavity. The container must be clean so that the oil collected in it can be examined for foreign particles. Any contamination already present in the container gives a false indication of the engine condition. This could result in a premature engine removal.

After the screens are removed, they should be inspected for contamination and for the presence of metal particles that may indicate possible engine internal wear, damage, or in extreme cases, engine failure. The screen must be cleaned prior to reinstalling in the engine. In some cases, it is necessary to disassemble the filter for inspection and cleaning. The manufacturer’s procedures should be followed when disassembling and reassembling an oil screen assembly. When reinstalling a filter or screen, use new O-rings and gaskets and tighten the filter housing or cover retaining nuts to the torque value specified in the applicable maintenance manual. Filters should be safetied as required.

Oil Pressure Relief Valve

An oil pressure regulating (relief) valve limits oil pressure to the value specified by the engine manufacturer. Oil pressure settings can vary from around 35 psi minimum to around 90 psi maximum, depending on the installation. The oil pressure must be high enough to ensure adequate lubrication of the engine and accessories at high speeds and power settings. On the other hand, the pressure must not be too high, since leakage and damage to the oil system may result. Before any attempt is made to adjust the oil pressure, the engine must be at the correct operating temperature and a check should be made to assure that the correct viscosity oil is being used in the engine. One example of adjusting the oil pressure is done by removing a cover nut, loosening a locknut, and turning the adjusting screw.

aircraft engine lubrication system
Figure 10. Oil pressure relief valve adjustment

[Figure 10] Turn the adjusting screw clockwise to increase the pressure, or counterclockwise to decrease the pressure. Make the pressure adjustments while the engine is idling and tighten the adjustment screw lock-nut after each adjustment. Check the oil pressure reading while the engine is running at the rpm specified in the manufacturer’s maintenance manual. This may be from around 1,900 rpm to 2,300 rpm. The oil pressure reading should be between the limits prescribed by the manufacturer at all throttle settings.

Recommendations for Changing Aircraft Engine Oil

Draining Oil

Oil, in service, is constantly exposed to many harmful substances that reduce its ability to protect moving parts.

The main contaminants are:

  • Gasoline
  • Moisture
  • Acids
  • Dirt
  • Carbon
  • Metallic particles

Because of the accumulation of these harmful substances, common practice is to drain the entire lubrication system at regular intervals and refill with new oil. The time between oil changes varies with each make and model aircraft and engine combination.

In engines that have been operating on straight mineral oil for several hundred hours, a change to ashless dispersant oil should be made with a degree of caution as the cleaning action of some ashless dispersant oils tends to loosen sludge deposits and cause plugged oil passages. When an engine has been operating on straight mineral oil, and is known to be in excessively dirty condition, the switch to ashless dispersant oil should be deferred until after the engine is overhauled.


When changing from straight mineral oil to ashless dispersant oil, the following precautionary steps should be taken:

  1. Do not add ashless dispersant oil to straight mineral oil. Drain the straight mineral oil from the engine and fill with ashless dispersant oil.
  2. Do not operate the engine longer than 5 hours before the first oil change.
  3. Check all oil filters and screens for evidence of sludge or plugging. Change oil every 10 hours if sludge conditions are evident. Repeat 10-hour checks until clean screen is noted, then change oil at recommended time intervals.
  4. All turbocharged engines must be broken in and operated with ashless dispersant oil.

Oil and Filter Change and Screen Cleaning

One manufacturer recommends that for new, remanufactured; or newly overhauled engines and for engines with any newly installed cylinders, the oil should be changed after the first replacement/screen cleaning at 25 hours. The oil should be changed, filter replaced or pressure screen cleaned, and oil sump suction screen cleaned and inspected. A typical interval for oil change is 25 hours, along with a pressure screen cleaning and oil sump suction screen check for all engines employing a pressure screen system. Typical 50-hour interval oil changes generally include the oil filter replacement and suction screen check for all engines using full-flow filtration systems. A time maximum of 4 months between servicing is also recommended for oil system service.

Oil Filter Removal Canister Type Housing

Remove the filter housing from the engine by removing the safety wire and loosening the hex head screw and housing by turning counterclockwise and removing the filter from the engine. [Figure 1] Remove the nylon nut that holds the cover plate on the engine side of the filter. Remove the cover plate, hex head screw from the housing. To remove the spin-on type of filter, cut the safety wire and use the wrench pad on the rear of the filter to turn the filter counterclockwise, and remove filter. Inspect the filter element as described in the following paragraph. Discard old gaskets and replace with new replacement kit gaskets.

Aircraft engine lubrication system
Figure 1. Housing filter element type oil filter

Oil Filter/Screen Content Inspection

Check for premature or excessive engine component wear that is indicated by the presence of metal particles, shavings, or flakes in the oil filter element or screens. The oil filter can be inspected by opening the filter paper element. Check the condition of the oil from the filter for signs of metal contamination. Then, remove the paper element from the filter and carefully unfold the paper element; examine the material trapped in the filter. If the engine employs a pressure screen system, check the screen for metal particles. After draining the oil, remove the suction screen from the oil sump and check for metal particles.

Aircraft engine lubrication system
Figure 2. Oil sump screen

[Figure 2] If examination of the used oil filter or pressure screen and the oil sump suction screen indicates abnormal metal content, additional service may be required to determine the source and possible need for corrective maintenance. To inspect the spin on filter the can must be cut open to remove the filter element for inspection. Using the special filter cutting tool, slightly tighten the cutter blade against filter and rotate 360º until the mounting plate separates from the can. [Figure 3] Using a clean plastic bucket containing varsol, move the filter to remove contaminants. Use a clean magnet and check for any ferrous metal particles in the filter or varsol solution. Then, take the remaining varsol and pour it through a clean filter or shop towel. Using a bright light, inspect for any nonferrous metals.

Aircraft engine lubrication system
Figure 3. Cutting open a spin-on type oil filter using a special filter cutter

Assembly of and Installation of Oil Filters

After cleaning the parts, installation of the canister or filter element type filter is accomplished by lightly oiling the new rubber gaskets and installing a new copper gasket on the hex head screw. Assemble the hex head screw into the filter case using the new copper gasket. Install the filter element and place the cover over the case, then manually thread on the nylon nut by hand. Install the housing on the engine by turning it clockwise, then torque and safety it. Spin-on filters generally have installation instructions on the filter. Place a coating of engine oil on the rubber gasket, install the filter, torque and safety it. Always follow the manufacturer’s current instructions to perform any maintenance.

Troubleshooting Oil Systems

The outline of malfunctions and their remedies listed in Figure 4 can expedite troubleshooting of the lubrication system. The purpose of this section is to present typical troubles. It is not intended to imply that any of the troubles are exactly as they may be in a particular airplane.

TroubleIsolation ProcedureRemedy
1 Excessive oil consumption
Oil line leakageCheck external lines for evidence of oil leakageReplace or repair defective lines.
Accessory seal leakageCheck for leak at accessories immediately after engine operation.Replace accessory and/or defective accessory oil seal.
Low grade of oilFill tank with proper grade oil.
Failing or failed bearingCheck sump and oil pressure pump screen for material particles.Replace engine if metal particles are found.
2  High or low indicated oil pressure
Defective pressure gaugeCheck indicator.Replace indicator if defective.
Improper operation of oil pressureErratic pressure indications either excessively high or low.Remove, clean, and inspect relief valve accessory oil seal.
Inadequate oil supplyCheck oil quantity.Fill oil tank.
Diluted or contaminated oilDrain engine and tank; refill tank.
Clogged oil screenRemove and clean oil screen.
Oil viscosity incorrectMake sure correct oil is being used.Drain engine and tank; refill tank.
Oil pump pressure relief valve adjustment incorrectCheck pressure relief valve adjustment.Make correct adjustment on oil pump pressure relief valve.
3  High or low indicated oil temperature
Defective temperature gaugeCheck indicator.Replace indicator if defective
Inadequate oil supplyCheck oil quantity.Fill oil tank.
Diluted or contaminated oilDrain engine and tank; refill tank.
Obstruction in oil tankCheck tank.Drain oil and remove obstruction
Clogged oil screenRemove and clean oil screens
Obstruction in oil cooler passagesCheck cooler for blocked or deformed passagesReplace oil cooler if defective.
4  Oil foaming
Diluted or contaminated oilDrain engine and tank; refill tank
Oil level in tank too highCheck oil quantity.Drain excess oil from tank.

Figure 4. Oil system troubleshooting procedures

Requirements for Aircraft Turbine Engine Lubricants

There are many requirements for turbine engine lubricating oils. Due to the absence of reciprocating motion and the presence of ball and roller bearings (antifriction bearings), the turbine engine uses a less viscous lubricant. Gas turbine engine oil must have a high viscosity for good load-carrying ability but must also be of sufficiently low viscosity to provide good flowability. It must also be of low volatility to prevent loss by evaporation at the high altitudes at which the engines operate. In addition, the oil should not foam and should be essentially nondestructive to natural or synthetic rubber seals in the lubricating system. Also, with high-speed antifriction bearings, the formation of carbons or varnishes must be held to a minimum. Synthetic oil for turbine engines are usually supplied in sealed one-quart cans.

The many requirements for lubricating oils are met in the synthetic oils developed specifically for turbine engines. Synthetic oil has two principal advantages over petroleum oil. It has a lower tendency to deposit lacquer and coke (solids left after solvents have been evaporated) because it does not evaporate the solvents from the oil at high temperature. Oil grades used in some turbine engines normally contain thermal and oxidation preventives, load-carrying additives, and substances that lower the pour point in addition to synthetic chemical-base materials. MIL-L-7808, which is a military specification for turbine oil, was type I turbine oil. Turbine synthetic oil has a viscosity of around 5 to 5.5 centistokes at 210º F that is approved against the military specification MIL-PRF-23699F. This oil is referred to as type II turbine oil. Most turbine oils meet this type II specification and are made with the following characteristics:

  1. Vapor phase deposits—carbon deposits formed from oil mist and vapor contact with hot engine surfaces.
  2. Load-carrying ability—provides for heavy loads on the bearing systems of turbine engines.
  3. Cleanliness—minimum formation of sludge deposits during severe operation.
  4. Bulk stability—resistance to physical or chemical change resulting from oxidation. Permits long periods of serve operation without significant increase in viscosity or total acidity, the main indicators of oxidation.
  5. Compatibility—most turbine oil is compatible with other oils that meet the same military specification. But, most engine manufacturers do not recommend the indiscriminate mixing of approved oil brands and this is not a generally accepted practice.
  6. Seal Wear—essential for the life of engines with carbon seals that lubricant properties prevent wear of the carbon at the carbon seal face.

Turbine Oil Health and Safety Precautions

Under normal conditions, the use of turbine oil presents a low health risk for humans. Although each person reacts somewhat differently to exposure, contact with liquids, vapors, and mist of turbine oil should be minimized. Information on established limits on exposure to turbine oil can generally be found in the material safety data sheets (MSDS). Prolonged breathing of hydrocarbon vapor concentrations in excess of the prescribed limits may result in lightheadedness, dizziness, and nausea. If turbine oil is ingested, call a doctor immediately; identify the product and how much was ingested. Because of the risk of ingestion, petroleum products should never be siphoned by mouth.

Prolonged or repeated contact of turbine oil with the skin can cause irritation and dermatitis. In case of skin contact, wash the skin thoroughly with soap and warm water. Promptly remove oil-soaked clothing and wash. If turbine oil contacts the eyes, flush the eyes with fresh water until the irritation subsides. Protective clothing, gloves, and eye protection should be used when handling turbine oil.

During operation, it is possible for the oil to be subjected to very high temperatures that can break down the oil and produce a product of unknown toxicity. If this happens, all precautions to avoid explosive should be taken. It can also have a tendency to blister, discolor, or remove paint whenever it is spilled. Painted surfaces should be wiped clean with a petroleum solvent after spillage.

Spectrometric Oil Analysis Program

The Spectrometric Oil Analysis Program allows an oil sample to be analyzed and searched for the presence of minute metallic elements. Due to oil circulation throughout an aircraft engine, every lubricant that is in service contains microscopic particles of metallic elements called wear metals. As the engine operates over time, the oil picks up very small particles that stay suspended in the oil. Oil analysis programs identify and measure these particles in parts per million (PPM) by weight. The analyzed elements are grouped into categories, such as wear metals and additives, and their measurement in PPM provides data that expert analysts can use as one of many tools to determine the engine’s condition. An increase in PPM of certain materials can be a sign of component wear or impending failure of the engine. When you take a sample, note and record the amount of wear metals. If the amount of wear metals increases beyond a normal rate, then the operator can be notified quickly so repair or a recommend specific maintenance procedure or inspection can be ordered.

Oil analysis increases safety by identifying an engine problem before engine failure. It also saves money by finding engine problems before they become large problems or complete engine failure. This procedure can be used for both turbine and reciprocating engines.

Typical Wear Metals and Additives

The following examples of wear metals are associated with areas of the engine that could be lead to their source. Identifying the metal can help identify the engine components that are wearing or failing.

  1. Iron—wear from rings, shafts, gears, valve train, cylinder walls, and pistons in some engines.
  2. Chromium—primary sources are chromed parts (such as rings, liners, etc.) and some coolant additives.
  3. Nickel—secondary indicator of wear from certain types of bearings, shafts, valves, and valve guides.
  4. Aluminum—indicates wear of pistons, rod bearings, and certain types of bushings. 
  5. Lead—mostly from tetraethyl lead contamination.
  6. Copper—wear from bearings, rocker arm bushings, wrist pin bushings, thrust washers, and other bronze or brass parts, and oil additive or antiseize compound.
  7. Tin—wear from bearings.
  8. Silver—wear of bearings that contain silver and, in some instances, a secondary indicator of oil cooler problems.
  9. Titanium—alloy in high-quality steel for gears and bearings.
  10. Molybdenum—gear or ring wear and used as an additive in some oils.
  11. Phosphorous—antirust agents, spark plugs, and combustion chamber deposits.