Oil Filter Inspection

Routine oil filter inspections are a useful tool in the aircraft owner’s diagnostic toolbox. We use spectrometers to test for metals on a microscopic level, smaller than you can see and smaller than an engine’s oil filter will remove from the oil. Larger pieces of metal that might not show up in spectral testing will be trapped in the oil filter. By checking the filter at each oil change, you’ll get a good idea of what normal is for your engine and be able to quickly identify any changes that might be the early signs of a problem.

Cutting the housing

In order to inspect the filter pleats, they must first be removed from the housing. While a hacksaw or angle grinder might get you there, we strongly recommend using a filter cutter to remove the lid of the filter housing. A filter cutter cleanly cuts the robust steel housing without producing metal shavings that might find their way onto the filter pleats you are about to examine. Plus, who doesn’t like a good specialty tool?

The AFC-470 from Airwolf Filter Corp is our go-to cutter here at the lab: http://www.airwolf.com/aw/products/oil-filter-cutter. This tool fits the filter from any Lycoming or Continental engine we’ve come across. Airwolf also offers a smaller cutter for Rotax engine filters. For those who might also want to examine filters from other engines, like their car or truck, filter cutters that cover a wider range of filter sizes are available from speed shops such as Summit Racing. (https://www.summitracing.com/parts/sum-900511)

  1. Secure the filter lug in a bench vice. If the filter doesn’t have a lug, you can secure the lower section of the filter housing in the vice – just be careful to not crush the housing or it may trap the internal cartridge with the filter pleats. Poking a hole in the housing to allow oil to drain can also trap the internal cartridge, so we recommend avoiding that as well.
  2. Place the filter cutter on the filter and gently tighten the cutting wheel. We like to take a conservative approach in cutting the housing, progressively tightening the cutting wheel over a few rotations, rather than trying to cut through in one pass.
  3. Once the lid has been cut, the cartridge with pleats can be removed from the housing. It is also good to inspect the inside of the filter housing for metallic particles and other debris that may not be trapped in the filter pleats.

Removing pleats from the cartridge

You have two options at this point. You can use a solvent such as mineral spirits to wash debris from the pleats, leaving the cartridge assembly intact. The resulting solvent/debris slurry is then filtered for examination. In our experience, this flushing method may not always remove all of the debris from the filter pleats. We prefer to cut the filter pleats from the cartridge for examination by the following method.

Disclaimer: There is the potential to guillotine a finger or two during this process. Proper technique greatly reduces the chances of extensive cursing and an unplanned trip to the local emergency room.

  1. Place the filter cartridge horizontally on the bench and hold with your non-dominant hand. Locate the filter pleat seam that adjoins the two ends, usually with a metal band or glue.
  2. Hold the knife with your knuckles against the bench for stability. Starting at the seam and using only downward force, cut along the edge of the pleats opposite the side you are holding. We prefer to rotate the pleats into the knife blade, firmly holding the knife in a fixed position. This method, when done properly, protects your off-hand’s fingers from the knife blade, where the knife moves downward into the bench if it were to slip.
  3. Flip the cartridge around and repeat steps 1-3 on the other side. You may have to make a few passes on each side to fully cut the pleats. Using a new razor blade helps.
  4. Again locate the seam where the two ends of the filter pleats are joined together. Cut across the pleats on either side of the seam.
  5. The pleats can now be removed for examination. If properly cut, the pleats will come out in one long piece with a clean edge on both sides.
  6. The pleats will still contain a fair amount of oil at this point, making it difficult to see metallic debris. If time allows, you can place the pleats on paper towels to drain overnight. You can also squeeze the pleats like an accordion and mop up the oil that squeezes out with paper towels.

Inspecting the pleats and basic identification of common particles

Stretch the pleats out under a bright light or outside on a sunny day. Larger metal slivers will be obvious, but you may have to look quite closely to identify smaller particles. Here at the lab, we have a dedicated space with clamps that stretch the filter pleats out in one long section. You can improvise in the shop by placing something heavy on both ends of the pleats.

  • A strong magnet (covered with a plastic baggie or cling wrap) will remove ferrous particles from the pleats. We also suggest checking the pleats themselves with a magnet. Severe steel wear may generate enough small ferrous particles to make the pleats react to magnet.
  • Aluminum has a bright, silver appearance and will not react to a magnet.
  • Copper-containing alloys, such as brass or bronze, vary from a light straw to copper color and will not react to a magnet.
  • It is also common to find carbon, especially in the filters from turbocharged engines. Carbon is black, hard particles that can be broken apart between your fingers. A large amount of carbon might indicate excess blow-by, but what counts as excessive is unique to each engine. Regularly checking the oil filter will give you a good idea of how much carbon is normal for your engine. You might also find carbon with steel embedded in it, so it is good to check carbon particles with a magnet.
  • Small bits of sealer material may also be found, especially after repairs. We generally don’t worry about this sort of non-metallic debris.
  • You might also find lead deposits from fuel blow-by. These particles have a bright, foil-like appearance that can look very much like a metallic wear particle. These deposits can be distinguished from metallic wear by their soft and “smudgy” texture. It is worth mentioning that these deposits are not lead from the wearing surface of a crank or camshaft bearing.

Steel sliver

Aluminum flakes under magnification

Brass/bronze under magnification

Carbon deposit

Sealer material

Lead deposit

Evaluating Filter Debris/Conclusion

In some cases, a filter will contain so much metal that a looming problem is almost certain. But it is more often the case for the findings to land in an ambiguous gray area, where the severity of the metal is situationally dependent. You can expect to find some metal and other debris in the filter from a fresh overhaul, for example, where the same findings would be unusual in a routine filter inspection for that same engine at 500 hours since major.

Lycoming offers good guidance on the identification and evaluation of filter debris in Service Bulletin 480F. In our opinion, a lot of the information in that bulletin can also be applied to Continental engines. Blackstone also offers a filter and filter screen examination service as a compliment to oil analysis – but we recommend doing routine filter screenings yourself to get familiar with what’s normal for your particular engine. Save your money for flying — check your filter yourself!

Further Reading

https://www.lycoming.com/content/suggestions-if-metal-found-screens-or-filter

By |2024-09-18T14:16:01-04:00July 18, 2023|Aircraft, Articles, Gas/Diesel Engine, Lab Tests|Comments Off on Oil Filter Inspection

Annual Inspection

Well, the building is over and my RV-12 is in the air. Now that I’ve got an airplane I can actually use to go places and have fun, life is a bit less hectic. Still, the fun has to stop sometime and for airplane owners, the opposite of fun is often the annual inspection. Since my aircraft is an experimental, I have to do what’s known as a condition inspection. There is maybe less paperwork involved than the annual inspection that certified aircraft have to go through, but the potential for pain is there. To be clear, this inspection is an extremely important thing to do and the pain will often be limited to just a lack of flying, though there is always the possibility that a major repair will be needed and then the pain can quickly spread to your wallet.

Inspection #2

I am actually on my second condition inspection. The first one was done in July of 2021 and it went really well. The airplane was new (only 26 hours on it), so there really weren’t any issues involving worn-out parts and other things that older aircraft have to deal with. Nope, just checking to make sure everything was working properly and all the fasteners were still holding fast.

This year has been different, but it’s not really the plane’s fault. My wife and I started the inspection in mid-July, when the weather was nice and there was still plenty of year left, but didn’t get it completely done until just last weekend (the end of January). Again, the plane is still fairly new (only at 46 hours now), so there really weren’t that many problems to address. No, this year the problem was with me. Life and work tend to have a way of keeping you busy and this year it’s been a struggle to string a few weeks together to do the inspection.

DIY maintenance

As many of you with experimental aircraft know, one of the perks of building an airplane is getting to do all of your own maintenance. No more having to find a mechanic and work around their schedule or pay their bills. The other side of the coin is, you have to do all your own maintenance. In fact, there isn’t a mechanic in this area that will touch an experimental aircraft, so I couldn’t hire this job out even if I wanted to. Thankfully, the work itself is pretty simple overall and the nice thing is there is a checklist to follow. These are printed in the maintenance manual and include a systematic checklist of everything that needs to be looked at.

I don’t think you have to be especially mechanically inclined or talented to do this job yourself, but a little mechanical knowledge probably helps. I took a 2-day class in Dallas to get a repairman certificate with an inspection rating. It was full of good information, but possibly the most important thing they did was show all the many ways people can die as a result of taking shortcuts and not following the checklist. By the time I was done with that class, I was fairly gripping the chair arms with white-knuckled fists, and ready to triple check to make sure I dotted all my i’s and crossed all my t’s.

Oil change at annual

The checklist has all kinds of things on it, and I can see how it might be tempting to skip something that seems unnecessary. One of the things on that checklist is normally an oil change. This is a standard part of most annuals and often times it’s done whether the oil actually needs changed or not. We see short-run samples like this all the time at Blackstone and often wonder if the owner is looking for a problem, or if the plane is just in for annual and this was on the list. A portion of the annual inspection checklist from Vans

In my mind, if there was any one item on the inspection checklist that could be skipped, it would be an oil change that’s not needed (Blackstone’s lawyers would like to remind you that this is one man’s opinion only; officially, Blackstone advises you to follow the checklist!). Still, with that being said, an oil change is really an excellent diagnostic tool. You can send in an oil sample to see if the engine is wearing poorly and cut open the oil filter to see if it has any visual metal present. The problem with a short-run sample is, we can rarely tell the customers a lot other than there wasn’t much metal in the oil, so it looks okay from what we can see.

Unless you suspect a problem, a short-run filter inspection would also be of minimal value, for the same reason—there really isn’t enough time for any significant metal to accumulate. So how about a situation where you are halfway through a typical oil change? Where you have enough time on the oil for an analysis to tell you something, but not enough time that the oil really needs to be changed? For situations like that, you might want to get an oil sample by pulling one up via the dipstick tube. We sell a pump for just that purpose. It’s reusable and the money you’d save on an unnecessary oil change would likely pay for the pump in pretty short order.

Sampling from the filter

Or, what might be an even better option is to just change the oil filter at that point. Then you can pour an oil sample right from the filter and still cut it open to look for metal. If you do follow this route, just let us know you got the oil sample from the filter. We might see a little more insoluble (solid) material in this situation, but the metals and all other results should be basically the same as if you got the oil as it was draining out of the sump.

We understand there might be some situations where it’s not possible to stray from the checklist and it’s just easier to dump the oil and start fresh, though if you have some leeway in that regard, skipping an oil change can save some time and money, making a potentially painful job a little less so.

By |2024-09-18T14:20:13-04:00July 18, 2023|Aircraft, Articles|Comments Off on Annual Inspection
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