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Engine Oils
What
price do you put on the oil in your car's sump? After all, it is the lifeblood
of your car's engine. In the past decade there has been a revolution in car
engine oil. All oils are no longer the same. Thanks to the advent of GTi's, 16
valve engines, turbos and the black death, the days of one oil catering
for everyone are over.
Take Castrol for example. They led the field for years with GTX. This was
surpassed a few years back by semi-synthetic and fully synthetic oils,
including GTX2 and GTX3 Lightec. Now, that's been surpassed by Formula SLX
which will cost upwards of 50 ($75) for 5 litres. And most recently, Castrol
GTX Magnatec which is muscling in on the hitherto separate world of friction
reducers (and we'll deal with them later, on the additives page.).
An engine oil's job is primarily to stop all the metal surfaces in your engine from grinding together and tearing themselves apart (and that's the last thing we'd want!). But it also has to dissipate the heat generated from this friction too. It also transfers heat away from the combustion cycle. Another function is that a good engine oil must be able to hold in suspension the nasty by-products of fuel combustion, such as silica (silicon oxide) and acids, whilst also cleaning the engine of such nasties. And it must do all of these things under tremendous heat and pressure without succombing to fatigue or black death, the ultimate engine destroyer.
Black
death first appeared in the early 80's when a horrible sticky black substance
was found to be the cause of many engine seizures in
Mineral oils are based on oil that comes from dear old Mother Earth which has been refined. Synthetic oils are entirely concocted by chemists wearing white lab coats in oil company laboratories. For more info, see the section on synthetics further down the page. The only other type is semi-synthetic, sometimes called premium, which is a blend of the two. It is safe to mix the different types, but it's wiser to switch completely to a new type rather than mixing.
A couple of words of warning:
If you've been driving around with mineral oil in your engine for years, don't switch to synthetic oil without preparation. Synthetic oils have been known to dislodge the baked-on deposits from mineral oils and leave them floating around your engine - not good. I learned this lesson the hard way! It's wise to use a flushing oil first.
If you do decide to change, only go up the scale. If you've been running around on synthetic, don't change down to a mineral-based oil - your engine might not be able to cope with the degradation in lubrication. Consequently, if you've been using mineral oil, try a semi or a full synthetic oil. By degradation, I'm speaking of the wear tolerances that an engine develops based on the oil that it's using. Thicker mineral oils mean thicker layers of oil coating the moving parts (by microns though). Switching to a thinner synthetic oil can cause piston rings to leak and in some very rare cases, piston slap or crank vibration.
Gaskets and seals! With the makeup of sythetic oils being different from mineral oils, mineral-oil-soaked gaskets and seals have been known to leak when exposed to synthetic oils. Perhaps not that common an occurance, but worth bearing in mind nevertheless.
Despite their name, most synthetic derived motor oils (ie Mobil 1, Castrol Formula RS etc ) are actually derived from mineral oils - they are mostly Polyalphaolifins and these come from the purest part of the mineral oil refraction process, the gas. PAO oils will mix with normal mineral oils which means Joe public can add synthetic to his mineral, or mineral to his synthetic without his car engine seizing up. The most stable bases are polyol-ester (not polyester, you fool). When I say 'stable' I mean 'less likely to react adversely with other compounds.' Synthetic oil bases tend not to contain reactive carbon atoms for this reason. Reactive carbon has a tendancy to combine with oxygen creating an acid. As you can imagine, in an oil, this would be A Bad Thing. So think of synthetic oils as custom-built oils. They're designed to do the job efficiently but without any of the excess baggage that can accompany mineral based oils.
Pure synthetic oils (polyalkyleneglycol) are the types used almost exclusively within the industrial sector in polyglycol gearbox oils for heavily loaded gearboxes. These are typically concocted by intelligent blokes in white lab coats. These chaps break apart the molecules that make up a variety of substances, like vegetable and animal oils, and then recombine the individual atoms that make up those molecules to build new, synthetic molecules. This process allows the chemists to actually 'fine tune' the molecules as they build them. Clever stuff. But Polyglycols don't mix with normal mineral oils.
While
we're on synthetic oils, I should mention Amsoil. I originally had them down as
an additive. I was wrong. I've got to say I've had no experience of the product
myself so I can't vent my spleen about it. However, there is a particularly
good page with a ton of info about it here. I recommend you pop over and read
this and see what you think.
I've been contacted by Amsoil themselves and asked to point out the following:
Amsoil do NOT produce or market oil additives and do not wish to be
associated with oil additives. They are a formulator of synthetic lubricants
for automotive and industrial applications and have been in business for 30+
years. They are not a half-hour infomercial or fly-by-night product, nor have
they ever been involved in a legal suit regarding their product claims in that
30+ year span. Many Amsoil products are API certified, and ALL of our products
meet and in most cases exceed the specifications of ILSAC, AGMA etc.. Their
lubricants also exceed manufacturers specifications and Amsoil are on many
manufacturers approval lists. They base their claims on ASTM certified tests
and are very open to anyone, with nothing to hide.
It turns out that Amsoil actually have the stance that they recommend engine
oil additives are NOT to be used with their products. This will become relevant
later on this page, and in the additives section. They have a pretty good FAQ
on the Amsoil website, which you can find here.
These
are special compound oils that are very, very thin. They almost have the
consistency of tap water when cold as well as hot. Typically they are 0W/20
oils. Don't ever drive with these oils in the engine - it won't last. Their
purpose is for cleaning out all the gunk which builds up inside an engine. Note
that Mobil1 0W40 is okay, because the '40' denotes that it's actually thick
enough at temperature to work. 0W20 just doesn't get that viscous! To use them,
drain your engine of all it's oil, but leave the old oil filter in place. Next
fill it up with flushing oil and run it at a fast idle for about 20 minutes.
Finally, drain all this off (and marvel at the crap that comes out with it),
replace the oil filter, refill with a good synthetic oil and voila! Clean
engine.
Of course, like most things nowadays, there's a condition attached when using
flushing oils. In an old engine you really don't want to remove all the
deposits. Some of these deposits help seal rings, lifters and even some of the
flanges between the heads, covers, pan and the block, where the gaskets are
thin. I have heard of engines with over 280,000km that worked fine, but when flushed
it failed in a month because the blow-by past the scraper ring(now really
clean)contaminated the oil and screwed the rod bearings.
Quality Counts! It doesn't matter what sort of fancy marketing goes into an engine oil, how many naked babes smear it all over their bodies, how bright and colourful the packaging is, it's what's written on the packaging which counts. Specifications and approvals are everything. There are two established testing bodies. The API (American Petroleum Institute), and the European counterpart, the ACEA (Association des Constructeurs Europeens d'Automobiles - which was the CCMC). You've probably never heard of either of them, but their stamp of approval will be seen on the side of every reputable can of engine oil.
The API
The API classifications are different for petrol and diesel engines:
For petrol, listings start with 'S' (meaning Service category, but you can also think of it as Spark-plug ignition), followed by another code to denote standard. 'SJ' is the current top grade, which recently replaced 'SH'. 'SH' will be found on most expensive oils, and almost all the new synthetics. It's basically an upgraded 'SG' oil which has been tested more sternly.
For diesel oils, the first letter is 'C' (meaning Commercial category, but you can also think of it as Compression ignition). 'CH' is the highest grade at the moment, (technically CH-4 for heavy-duty) but 'CF' is the most popular and is well adequate for passenger vehicle applications.
Note about Castrol oils: Castrol have recently upgraded all their oils and for some reason, castrol diesels now use the 'S' rating, thus completely negating my little aid-memoire above. So the older CC,CD,CE and CF ratings no longer exist, but have been replaced by an 'SH' grade diesel oil. This link is a service bulletin from Castrol themselves, explaining the situation.
The CCMC/ACEA
The ACEA standards are prefixed with a 'G' for petrol engines and a 'D'
or 'PD' for diesel. Coupled with this are numerous approvals by car manufacturers
which many oil containers sport with pride. ACEA replaced CCMC in 1996
primarily to allow for greater read-across in test programs (eg for viscosity,
viscosity modifiers and base oil). The CCMC specifications were G (1 to 5) for
gasoline, D (1 to 5) or heavy duty diesel and PD1 and PD2 for passenger car
diesel. ACEA though have a slightly different nomenclature they can be
summarised as A for petrol, B for passenger car diesel and E for heavy duty
diesel. The ACEA grades may also be followed by the year of issue which will be
either '96, '98 (current) but coming soon is 2000.
Full ACEA specs are:
A1 Fuel Economy Petrol
A2 Standard performance level
A3 High performance and / or extended drain
B1 Fuel Economy diesel
B2 Standard performance level
B3 High performance and / or extended drain
B4 For direct injection passenger car diesel engines
E1 Non-turbo charged light duty diesel
E2 Standard performance level
E3 High performance extended drain
E4 Higher performance and longer extended drain
E5 (1999) High performance / long drain plus American/API performances. - This is ACEAs first attempt at a global spec.
Typically, these markings will be found in a statement similar to: Meets the requirements of API SH/CD along the label somewhere. Also, you ought to be able to see the API Service Symbol somewhere on the packaging. If this is all confusing you, then rest assured that all top oils safely conform to the current standards. What you should treat with caution are the real cheapies and those with nothing but a maker's name on the pack. Anything below about 12 ($18) for 5 litres just isn't going to be worth it.
A
Brief History of API ratings
Some people have asked about the old standards, and although they're not especially
relevant, some rampant plagiarism from an API service bulletin means I can
bring you all the API ratings right back from when the earth was cooling.
Petrol Engines |
Diesel Engines |
||||
Category |
Status |
Service |
Category |
Status |
Service |
SL |
Current |
For all automotive engines presently in use. Introduced in the API service symbol in 1998 |
CH-4 |
Current |
Introduced in 1998 for high-speed four-stroke engines. CH-4 oils are specifically designed for use with diesel fuels ranging in sulphur content up to 0.5% weight. Can be used in place of CD, CE, CF-4 and CG-4. |
SJ |
Obsolete |
For all automotive engines presently in use. Introduced in the API service symbol in 1996 |
CG-4 |
Current |
Introduced in 1995 for high-speed four-stroke engines. CG-4 oils are specifically designed for use with diesel fuels ranging in sulphur content less than 0.5% weight. CG-4 oil needs to be used for engines meeting 1994 emission standards. Can be used in place of CD, CE and CF-4. |
SH |
Obsolete |
For model year 1996 and older engines. |
CF-4 |
Current |
Introduced in 1990 for high-speed four-stroke naturally aspirated and turbo engines. Can be used in place of CD and CE. |
SG |
Obsolete |
For model year 1993 and older engines. |
CF-2 |
Current |
Introduced in 1994 for severe duty, two stroke motorcycle engines. Can be used in place of CD-II. |
SF |
Obsolete |
For model year 1988 and older engines. |
CF |
Current |
Introduced in 1994 for off-road, indirect-injected and other diesel engines including those using fuel over0.5% weight sulphur. Can be used in place of CD. |
SE |
Obsolete |
For model year 1979 and older engines. |
CE |
Obsolete |
Introduced in 1987 for high-speed four-stroke naturally aspirated and turbo engines. Can be used in place of CC and CD. |
SD |
Obsolete |
For model year 1971 and older engines. |
CD-II |
Obsolete |
Introduced in 1987 for two-stroke motorcycle engines. |
SC |
Obsolete |
For model year 1967 and older engines. |
CD |
Obsolete |
Introduced in 1955 for certain naturally aspirated and turbo engines. |
SB |
Obsolete |
For older engines. Use this only when specifically recommended by the manufacturer. |
CC |
Obsolete |
Introduced in 1961 for all diesels. |
SA |
Obsolete |
For much older engines with no performance requirement. Use this only when specifically recommended by the manufacturer. |
CB |
Obsolete |
Introduced in 1949 for moderate-duty engines. |
CA |
Obsolete |
Introduced in 1940 for light-duty engines. |
Grade
counts too!The API/ACEA ratings only refer
to an oil's quality. For grade, you need to look at the SAE (Society of
Automotive Engineers) ratings. These describe the oil's function and viscosity
standard. Viscosity means the substance and clinging properties of the
lubricant. When cold, oil can become like treacle so it is important that any
lube is kept as thin as possible. It's cold performance is denoted by the
letter 'W', meaning 'winter'. At the other end of the scale, a scorching hot
oil can be as thin as water and about as useful too. So it needs to be as thick
as possible when warm. Thin when cold but thick when warm? That's where MultiGrade
oil comes in. For ages, good old 20W/50 was the oil to have. But as
engines progressed and tolerances decreased, a lighter, thinner oil was
required, especially when cold. Thus 15W/50, 15W/40 and even 15W/30 oils are
now commonplace. Synthetics can go down as far as 5W which seemed unbeatable
until Castrol came up with SLX - a 0W30 formulation! 'Free flowing' just
doesn't describe it! It's predominantly a workshop oil retailing at around 10
($15) a litre, but recommended for use in places like
So again: what should I buy? That all depends on your car, your pocket and how you intend to drive and service the car. All brands claim theirs offers the best protection available - until they launch a superior alternative. It's like washing powders - whiter than white until new Super-Nukem-Dazzo comes out. For most motorists and most cars, a quality mainline oil is the best. Ones which are known to be good at their job. Stuff like Castrol GTX. They're not too dear either. Don't believe the sales hype - they all perform to the same standards once they're out of the can and into your engine. Moving up a step, you could look at Duckhams QXR and Castrol Protection Plus and GTX3 Lightec. The latter two of these are designed specifically for engines with catalytic converters. They're also a good choice for GTi's and turbo'd engines. Go up a step again and you're looking at synthetic oils aimed squarely at the performance market. To get more money out of you, the manufacturers sell this stuff in smaller amounts which makes an oil change more expensive.
Inland
Marine Diesels (and certain road vehicles under special conditions) can, and
do, glaze their bores due the low
cylinder wall temperature causing the oil (and more importantly the additive
pack) to undergo a chemical change to a varnish-like substance. The low
temperature is caused by operating under light load for long periods.
This is related to engine design, some engines being nearly immune to it and
others susceptable. The old Sherpa van diesel engines were notorious for this
problem. The 'cure' such as it is, is to use a low API specification
oil, such as CC. Certain engine manufacturers/marinisers are now marketing the
API CC oil for this purpose under their own name (and at a premium). You'll
find some modern engines where its' industrial/vehicle manual states API CF and
the marinised manual states API CC/CD.
The
proper viscosity is the single most important criteria of a lubricating oil.
The basic performance of machinery is based on the viscosity of the lubricant.
Viscosity is, if you like, the resistance to the flowability of the oil. The
thicker an oil, the higher its viscosity. The chart on the right shows a rough
guide to ambient temperatures vs oil viscosity performance in both multigrade
(top half) and single grade (lower half) oils.
Multigrade oils work by having a polymer added to a light base oil which
prevents the oil from thinning too much as it warms up. At low temperatures,
the polymers are coiled up and allow the oil to flow as it's low number (W
number) indicates. As the oil heats up, the polymers unwind into long chains
which prevent the oil from thinning as much as it normally would. The result is
that at 100C, the oil has thinned only as much as it's higher rating. Think of
it like this: a 10W30 oil is a 10-weight oil that will not thin more than a
30-weight oil when it gets hot.
The viscosity index of a lubricant is an empirical formula that allows the
change in viscosity in the presence of heat to be calculated. This tells the
user how much the oil will thin when it is subjected to heat. The higher the
viscosity index, the less an oil will thin at a specified temperature.
Multi-viscosity motor oils will have a viscosity index well over 100, while
single viscosity motor oils and most industrial oils will have a VI of about
100 or less.
Viscosity and oil weight numbers is quite a nauseatingly detailed topic. So if you're curious about why a 15W50 oil is so-called, then put on the geek shield and pop over to the Viscosity Page..
If you can't afford the big-name players, you could look at own-brand oils. These are usually badged oils from one of the larger companies but sold without the name, they are cheaper. Check the standards and grade ratings on the pack first!!! And just make sure it isn't a 20W/50 oil (which a lot are because it's cheap) unless your car is old enough to warrant it.
For God's sake don't skimp on either of these. You can never check your engine oil too often. Use the dipstick - that's what it's there for - and don't run below the 'min' mark. Below that, there isn't enough oil for the pump to be able to supply the top of the engine whilst keeping a reserve in the sump. All oils, no matter what their type, are made of long-chained molecules which get sheared into shorter chains in a running engine. This in turn means that the oil begins to lose it's viscosity over time, and it uses up the additives in it that prevent scuffing between cams and followers, rings and cylinder walls etc etc. When this happens, fresh oil is the key. And don't worry about the engine oil turning black. It will lose it's golden-brown colour within a few hundred miles of being put in to the engine. That doesn't mean it's not working. Quite the contrary - it means it is working well. It changes colour as it traps oxidised oil, clots and the flakes of metal that pop off heavily loaded engine parts. Just don't leave it too long between oil changes.
You
can never change your engine oil too frequently. The more you do it, the
longer the engine will last. The whole debate about exactly when you change
your oil is somewhat of a grey area. Manufacturers tell you every 10,000 miles
or so. Your mate with a classic car tells you every 3,000 miles. Ole' Bob with
the bad breath who drives a truck tells you he's never once changed the oil in
his car. Fact is, large quantities of water are produced by the normal
combustion process and, depending on engine wear, some of it gets into the
crank case. If you have a good crank case breathing system it gets removed from
there PDQ, but even so, in cold weather a lot of condensation will take place.
This is bad enough in itself, since water is not noted for its lubrication
qualities in an engine, but even worse, that water disolves any nitrates formed
during the combustion process. If my memory of chemistry serves me right, that
leaves you with a mixture of Nitric (HNO ) and Nitrous (HNO ) acid circulating round your engine! So not only do you
suffer a high rate of wear at start-up and when the engine is cold, you suffer
a high rate of subsequent corrosion during normal running or even when
stationary.
The point I'm trying to make is that the optimum time for changing oil ought to
be related to a number of factors, of which distance travelled is probably one
of the least important in most cases. Here is my selection in rough order of
importance:
Number of cold starts (more condensation in a cold engine)
Ambient temperature (how long before warm enough to stop serious condensation)
Effectiveness of crank case scavenging (more of that anon)
State of wear of the engine (piston blow-by multiplies the problem)
Accuracy of carburation during warm-up period (extra gook produced)
Distance travelled (well, lets get that one out of the way)
If
you were clever (or anal) enough, you could probably come up with a really
clever formula incorporating all those factors. However, I would give 1, 2, and
3 equal top weighting. Items 1 to 3 have to be taken together since a given
number of 'cold' starts in the
Hang on a tic - if you really want the answer, there's a couple more factors you need to take account of: Crank-case scavenging (that's the clever term for sucking the nasty fumes back out of the crank-case) - or lack of it - is a crucial multiplying factor affecting all the other items listed above. As an example, the worst I've heard of was a Ford Fiesta of the mid 70s or so. It's crank-case fume extraction was via a tiny orifice directly into the inlet manifold which obviously could not handle any significant volume of crank-case fumes without upsetting the carburation. The car in question had been used almost exclusively for 5 mile journeys to/from work, shopping etc, and it had always been serviced 'by the book'. Despite (or because of) this, the engine was totally buggered at 40,000 miles. Alternatively you might get a car that by virtue of excellent crank case fume scavenging could tolerate many more cold starts than one without.
Taking
all these into consideration, my philosophy would be to totally ignore the
distance and change the oil three times a year - about November, February and
May. Move these dates a bit according to the severity of the winter. An average
family car will do around 14,000 miles per year and about 2/3 of that will fall
in the May - November period. At the end of that period, the car will have just
about touched on the recommended oil change distance - but all done at
reasonable temperatures and including long distance runs during vacations and
good weather. During the Nov - Feb. period it may acumulate only 2 or 3
thousand miles, all low temperature starts and mostly short runs. The Feb. to
May period is likely to be about the same.
About 10 or 15 years ago, an article in the ANWB journal (ANWB is the Dutch
equivalent of the AA - or the AAA in the American case) reached more or less
the same conclusion that distance was not very important. In their case they
applied this to their road service fleet, which typically once started in the
morning never got cold. In effect, they hardly ever changed the oil! I seem to
remember 30,000 miles between oil changes being quoted. I also seem to remember
that they had some kind of water or acid indicator attached to the end of the
dipstick and went by that rather than distance.
Have I? I don't know how far you drive in a year, where you live, the style of your driving or anything else so I can't tell you what's right for your car. Personally, I change the oil and filter in my 1985 Audi Coupe every 5,000 miles. It's done over 150,000 miles, doesn't leak and doesn't consume any oil. If you must have a figure from me, then 5,000 is it.
Engines pump about 10,000 litres of air for every litre of fuel consumed, and along with all that air, they suck in plenty of dirt and grit. A good air filter will stop everything bigger than a micron in diameter - everything smaller mostly just floats around harmlessly in the 0.001inch minimum thickness oil films that separate all the moving parts. Despite all of this, there will always be submicron particles that get in and there will be places in the engines oilways where they will gather. Every time you empty the oil from your sump, you're also draining this fine grit with it.
To a lot of people, this little section could be categorised by the rearranging the words 'granny eggs teaching suck your to'. But you'd be surprised by the number of people that don't know how to do even this basic task. When checking the level of oil in the engine, the car should be on a level plane, and should be relatively cold. I've run into several people lately who insist in keeping the crankcase topped off completely, and they invariably check the dipstick just after shutting down the engine. Now look at this image, and then read on.
Reading the oil in this
way results in an erroneous reading because a quantity of oil (usually about
half a litre) is still confined in the oilways and passages (galleries) of the
engine, and takes some time to drain back into the crankcase. On the image, the
blue areas are where oil is likely to still be running back down to the sump.
But on seeing what appears to be an abnormally low level on the dipstick, these
buffoons then add more oil to the crankcase. The oilways and passages all
empty, and suddenly the engine becomes over-filled with oil, going way above
the 'MAX' mark on the dipstick. The problem with this is that the next time the
engine is run, the windage in the crankcase and other pressures generated by
the oil pump, etc. place a great strain on the seal on the rear main bearing.
Eventually, often much sooner than the ordinary man in the street might expect,
the rear main bearing seal ruptures, and the engine becomes a 'leaker'. If
you've got a manual gearbox, this means one thing: this oil goes right onto the
flywheel and the face of the clutch disc. A lubricated clutch is A Bad Thing.
If this still goes unnoticed, the front seal is the next to go, and the engine
then becomes a 'gusher'. As well as smothering the clutch with oil from the
rear, the oil now coming from the front leak will be neatly distributed about
the engine bay as it hits the front pulley - often propelling it out as far as
the brake discs. It's sort of like a
Think
what you will of these. Whatever you call them, they are an addition to the
engine which it was not designed to take. Engines are designed to use engine
oil, not Teflon. Make up your own mind - read this report and see what you
think. In my opinion (and that doesn't mean I'm right) the majority of these
are primarily a placebo to put uneducated minds at rest whilst making a nice
profit for the additive manufacturer.
The additive part of this site started quite small, but as more and more of the
companies got into lawsuits and legal actions, and lost, this page became far
too long to read all in one go. So if you're considering Duralube, ProLong,
Slick50 or any of the other brand-name placebos, you'll be wanting to hot-step
it over to my additives page pretty darned quickly..
What
the additive manufacturers tell you is true - when you start your
engine, there really is very little oil in the right place - most of it is in
the sump. There is another alternative. I found a site called
AutoEngineLube.com and they seem to be offering an interesting alternative.
They have a system which uses a cylinder of pressurised oil and a solenoid
valve, all connected to the regular oil system. It works with only one moving
part, (the solenoid valve - duh!). When the key is turned on it opens the valve
and the oil that was trapped in the tank the previous time it was running goes
back into the oil gallery in 1 or 2 seconds and the low oil pressure light will
flash off. There's likely to still be a little lag before full-on lubrication
gets to the main bearings, but from what I can tell, this system will massively
reduce that lag compared to starting from cold - it pressurises the system
before the starter engages. Of course an engine that has set up for a few
months and is completely dry will take a few more seconds. When the engine is
turned off the solenoid valve shuts off in 30 milliseconds so you end up with
pressure on the tank equal to the pressure the last time it was running. The
tank will hold more than enough oil to accomplish this. Its completely over
engineered as the tank is rated for over a thousand pounds and the hose is good
for 300lb. Because the valve is designed for an industrial application with an
expected duty life of several million cycles, AutoEngineLube give it a lifetime
warranty. It only uses previously filtered oil from the gallery so no
damage can be done by it in any way.
Their system comes as a kit and requires some menial installation - most savvy
home mechanics should be able to do it. I'm not sure how it would affect the
warranty on a car engine. In theory, if it works, it ought to make no
difference but you know what manufacturers are like - if you even sneeze on
your engine, it's likely to void the warranty.
Pop over and check them out if you're interested. If you end up buying one of
these, I'd like to know what sort of results you get so I can add an objective
review to my site. AutoEngineLube.com can be found here.
It's worth pointing out that pre-lubers have been around for quite a while; the
original systems featured an electric pump that circulated the oil from the
sump before the starter turned. The pump would bring the oil up to full
operating pressure before you attempted to start the engine. A reader of this
site emailed me about this. He had one on an old MG-TD, because the car got
very infrequent use; it worked rather well and he never had any major engine
problems with it installed. Enginelube.com still do the 'old style'
pre-lubers. Enginelube.com can be found here.
Thanks to one reader who noted that in all of this page, until mid-2001 I had not given much, if any space, to the topic of filters and filtration. So here we go.
It's all very well changing your oil often, but it's not just the oil that helps prevent engine wear. The oil filter does its part too. Dirt is the prime cause of engine wear. Not big dirt, like you'd see in a yard, but minute particles of dirt. It's dirt nevertheless, and it's abrasive. These contaminants vary from road dust (which are razor-like flakes from an engine's perspective) that doesn't get filtered out by the air filter, up to actual metal particles - the byproducts of the casting scarf from the original engine manufacture, and basic engine wear. All this nastiness is carried around by the oil into the minute parts of your engine, being rammed into the precision clearances between bearings and other moving parts. Once in, they don't come out easy, but tend to stay there, wearing grooves, grinding and generally messing up your engine. Other debris that causes problems are a by-product of the mere way an engine works - sooty particles from the combustion process can be forced past the piston rings and transported around in the oil too. This is definitely A Bad Thing - the soot acts like a sponge and soaks up other oil additives reducing the oil's anti-wear properties, and messing up it's viscosity. All this dirt is why oil goes black when it's used. That lovely syrup-like yellow that it is when you put it in is pure oil. The black stuff that comes out at an oil change is the same oil full of contaminants and by-products from wear and tear.
That's where the oil filter comes in. It's job is to catch all this crap floating around in the oil, and to stop it from recirculating. Most oil filters that you or I will ever see are the spin-on type. They're shaped like an alumnium can and spin on to a threaded oil feeder poking out of the side of the engine somewhere. They're called 'full-flow' oil filters because they sit in the normal flow of the oil through the engine. Sort of like an electrical component in series with all the other electrical component. Because it sits in-line, it has to be designed not to restrict the flow of oil around the circuit, and thus can only really be effective at stopping the larger particles. Large, in this case, is around the 20micron size. So here's the catch. The smallest contaminants are in the 10-20micron size range. Not only is that 'extremely small', but it means that they pass right through the oil filter and back out into circulation. This is why regular oil changes are a necessity, because these tiny little things can be the most damaging.
There is another alternative, but it's only really used in heavy applications or for racing. That alternative is to fit a secondary bypass oil filter. This is sort of like a filter in parallel with the primary one. It doesn't restrict the flow of oil in the main circuit, but the oil that passes through it is filtered down to the 5 micron range, thus removing even the smallest contaminants. The newest filters claim to work down to 1 micron, though I can't confirm nor deny those claims. The upside is that by cleaning the oil so completely, bypass oil filters increase not only engine life, but also the life of the oil itself. This means longer service intervals.
Recently, magnetic filter additions have started to surface. I was sent one last year to try out and it really did seem to work. The product in question was called the Bear Trap BT500. Their website can be found here. It's basically a sleeve made of foam rubber and plastic with some magnets in it. It bends to clamp around the outside of your regular spin-on oil filter.
The idea is that the magnets will attract any metal debris in your oil and stick them to the inside of the oil filter wall, thus preventing them from going back into the oil circulation. Being of a curious nature (or stupid, depending on how you look at it) I decided to dismantle my oil filter after using the Bear Trap for 5000 miles. I learned a couple of things.
You shouldn't try to do this yourself.
It's bloody messy.
But most importantly, after a brief period in accident and emergency to stitch up the gash in my hand, I discovered that sure enough, there were tiny arrangements of metal filings clustered around the inside of the oil filter wall where the magnets from the beartrap had been. You'll excuse the lack of photos to prove the point, but I had other things to worry about.
Thanks
to John Nightingale who read my pages and then felt he should contribute
something. For those of you who do more than just change your filter - ie. take
off the oil pan completely, John writes:
' Next time you are in the mall or high street, drop into the Radio
Shack or a hardware store and purchase a package of modern, powerful ceramic
magnets. These are available in various shapes and they are cheap. Radio Shack
sells a package of two wafer shaped magnets, for instance. Stroll out to your
car at the end of your shopping trip, bend down and stick these magnets onto
convenient flat surfaces the bottom of your oil pan either side of the drain
hole or as convenient. Now the magnets will magnetize the steel of the oil pan
in their area. On the inside, particles coming through the field established by
a magnet will be sequestered by being stuck to the bottom of the oil pan. Next
time you take off the oil pan, clean it out in the usual way, pull off the
magnets from the outside, clean them up and then stick them onto the inside of
the oil pan at the bottom but clear of the drain hole. This will give an even
better result since now the oil is exposed to the naked magnets themselves. The
bottom of the oil pan in the area of each of the magnets is also magnetized, of
course, and contributing to the effect. Resist the temptation to stand the
magnets on edge to expose more of their surface to the oil. Placing the magnets
flat on the oil pan uses the oil pan's steel as a keeper for the magnets and
will ensure that they stay powerful. Placing the magnets flat will increase the
area of the oil pan that is part of the magnetic circuit so you will loose no
particle pick up area by having the magnets lying flat. '
A good number of readers will get to this point in the page and think 'this is easy - I could do this!', and for the most part, you can. Below is a generic, idiots-guide to changing the oil in your engine. It's not specific to any particular car but ought to cover most engines.
Before you start, you'll need the following :
new oil (duh!)
a drain pan
an oil funnel
rags
a socket wrench set and / or hex wrench set (allen wrenches)
an oil filter remover
a new crush washer
rubber gloves
engineer / shop manual, if one is available
Start your engine and run it for a couple of minutes to get some heat into the oil
Leave the engine to stand for 5 or 10 minutes. When you started it, it heated the oil but it also filled the oilways. You want the oil to drain back to the sump.
Take the dipstick out or loosen it off and break the seal where it plugs into the engine dipstick tube.
Get your drain pan / oil container and stuff it under the sump. Make sure it's sitting under the sump drain plug. I Really like the combined drainer / container types. They look like regular oil containers but if you lay them on their side, there's a pop-out plug. When you drain the oil, it runs into the side of the container, then you can put the plug back in and use the same container to take the oil away.
Put your rubber gloves on. Try to use the disposable type. Your mum / wife will never forgive you if you use the washing-up gloves. Remember - used oil is toxic and carcinogenic. If you get it on your skin, it could cause problems. Use your socket wrench or allen wrench to loosen the sump plug just slightly. Once it's loose, remove it by hand.
Be amazed as the black syrup runs out of the engine and into your container. Be more amazed how, if it's windy, those last dregs just won't hit the container no matter where you put it. They will however go all over the road/garage floor/cat.
Remove the old crush washer from the sump plug and throw it away. Replace it with a new one. Use some of the oil from the drain container on the end of a rag to wipe around the drain hole in the sump. This will help clean any mess away and leave you with a smooth surface. Screw the sump plug back in by hand until it's finger tight and then use your wrench to crush the washer. This can vary from a quarter turn to a half turn. Don't overdo it or you'll strip the threads. Similarly, don't leave it too loose or it will fall out. If in doubt, use a torque wrench set to the value indicated in your shop manual.
Now get your oil filter remover out. Push the oil drain container under the oil filter - when you spin it off, there will be a lot of oil comes out. Use the filter remover to grip the oil filter and spin it off anticlockwise. 99.9% of oil filters take some muscle to get going. This is why a filter remover is a must-have. Stabbing the filter with a screwdriver and using brute force may work, but you'll be finding oil all over yourself for weeks to come if you use that method. Once the filter is finger-loose, spin it off by hand. (these things below are filter removers)
Clean off the face of the oil filter mount on the side of the engine block using a rag. Use a little oil on a rag to wipe around the seal of the new filter and spin it on by hand. Once it's locked against the side of the engine block, another quarter-turn by hand is normally enough to secure it in place.
Pull the drain container out from under the car and use a rag to wipe down any excess oil that has spilled down the side of the engine block. Pay attention around the sump plug and the filter. These are places you'll be checking later for leaks so the cleaner they are now, the better.
Use a little WD40 on the oil container and an old rag to clean the remaining oil down into the container. Put the plug back in and make sure it fits snug. That's your waste oil. Don't drink it.
Up to the top of the again engine now. Put the dipstick back in. Find the oil filler cap and take it off. It might say 'OIL' or it might say '710'. It is not a '710 cap' as one person once asked for. '710' is 'OIL' upside-down. Some people need to be told.
Look in your shop manual for the system capacity with filter change. This will be more than the capacity without a filter change. A lot of oil containers now come with capacity marks on the side of them. Put your oil funnel into the oil filler hole and pour in the right amount of oil. Do it slowly. If you do it quick, you'll get airlocks and the funnel will burp oil in your face.
Once you're happy you've got enough oil in there (check it with the dipstick if you're not sure), remove the funnel, replace the oil cap and replace the dipstick.
Pull the main high tension wire from the distributor cap or in some way disable the engine so that you can crank it over but it WILL NOT start. Crank it over until the low pressure light goes off, and another 15-20 seconds for good measure. You are pumping new oil into the empty filter and then expelling all the air from the oil lines and cavities.
Replace the high tension lead and start the engine and let it idle for a minute or so. Stop the engine. I don't want you crawling under a car to look for leaks when the engine is running. There's so many things that can go wrong with spinning fanblades, belts, human hair, clothes, fingers and the odd dodgy auto-gearbox that will slip into 'D' and run you over.
With the engine off have a look at the side of the engine block around the oil filter. Check the area around the sump drain too. Both should be as clean as you left them with no sign of leaks. If there's a leak, a little tightening of the drain plug or filter should cure it.
Job well done. Now you should have hands that smell of talcum powder and rubber (from the gloves), a couple of greasy, slippery tools and a container full of old oil. Oh, and a crush washer and filter. If you've got more than this, you took something off that I didn't tell you to. If you turned the engine off before checking for leaks, you should also have a full complement of fingers, hair (if you had it to start with) and you should still be fully clothed. Congratulations.
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