On-line oil condition sensor system for rotating and reciprocating machinery

• US 7,043,402 B2
• Filed: 12/19/2002
• Issued: 05/09/2006
• Est. Priority Date: 12/20/2001
• Status: Expired due to Fees

• Current Assignee: Phillips Intellectual Properties LLC
• Original Assignee: Precision Instrument Corp.
• Inventors: Pappas, Dean, Rodgers, Robert S., Eggers, William J., Phillips, Alan D.
• Primary Examiner(s): WACHSMAN, HAL D
• Application Number:
  US10/323,082
• Publication Number:
  US 20030222656A1
• Time in Patent Office: 1,237 Days
• Field of Search: 702/184, 702/183, 702/25, 702/50, 702/22, 702 30- 32, 702/57, 702/64, 702/65, 702/72, 702/75, 702/81, 702/114, 702/130, 702/132, 702/136, 702/137, 702/99, 702/100, 702/106, 702/189, 324/71.1, 324/698, 324/663, 324/664, 324/667, 324/690, 324/691, 324/694, 324/553, 324/600, 324/640, 324/675, 324/684, 324/605, 324/707, 73/530.5, 73/530.1, 73/530.6, 73/540.1, 73/540.2, 73/530.7, 731/16, 733/04.R, 731/173, 340/603, 340/631, 340/457.4, 701/30
• US Class Current: 702/184
• CPC Class Codes: G01N 27/02 by investigating impedance
• CPC Class Codes: G01N 33/2888 Lubricating oil characteristics, e.g. deterioration lubricating properties G01N33/30

Abstract

An on-line sensing system and method for monitoring in real-time thermal-oxidative breakdown, water contamination, and/or fuel dilution conditions in operational engine lubricating oils. The method of the invention includes an electrochemical impedance analysis technique specific to the particular oil to be monitored. Sensing devices having of at least two electrodes are configured for direct installation in an existing access port, or drain port, of a lubricating oil reservoir. An AC voltage waveform is applied to the sensing device (preferably less than 100 Hz) to produce voltage and current responses between the appropriate electrodes contacting the oil. The magnitude impedance |Z| and phase angle components of the complex impedance are used to characterize the quality and/or condition of the engine oil under test. The system also provides an electrical indication indicative of the percentage remaining useful life of the oil.

Claims

1. A method for optimizing the electrochemical measurement parameters of an impedance analysis technique for analyzing lubricants for thermal-oxidative breakdown, water contamination, or fuel dilution, or combinations thereof, comprising the steps of:

bringing electrodes into contact with a sample of oil;

applying a direct current (DC) voltage bias to one of said electrodes;

applying an electrical potential to the sample to produce an electrical current therethrough;

applying a frequency variation as a sinusoidal frequency stimulus (f) of a first value to the sample to produce a frequency-dependent current response (I) therethrough;

varying said sinusoidal frequency stimulus (f) to the sample from the first value to a second value and continuing said frequency variation to a third and successive additional values to produce a frequency-dependent current response (I) therethrough;

measuring and recording a voltage response (E) from said electrical potential and sinusoidal frequency stimulus (f);

measuring and recording the frequency-dependent current response (I) during said frequency variation steps;

recording from said voltage response (E) and said frequency-dependent current response (I) the ratio of the real component (E) versus the real component (I) of said impedance analysis technique over frequency (f);

recording from said voltage response (E) and said frequency-dependent current response (I) the ratio of the imaginary component (E) versus the imaginary component (I) of said impedance analysis technique over frequency (f);

computing the sum of the square of said ratio of real component (E) versus real component (I) and said ratio of imaginary component (E) and imaginary component (I) all to the one-half power;

recording the magnitude of the impedance |Z| from said sum of the square of the ratio of real component (E) versus real component (I) and the ratio of imaginary component (E) and imaginary component (I) all to the one-half power;

recording the logarithm of said magnitude of the impedance |Z| versus the logarithm of frequency (f);

recording the phase angle (θ

) between the voltage response (E) and said frequency-dependent current response (I) versus the logarithm of frequency (f);

determining from said logarithm of the magnitude of the impedance |Z| versus the logarithm of frequency (f) the point of transition from a frequency-dependent impedance response to a frequency-independent impedance response;

identifying a stimulus frequency from the recorded logarithm of the magnitude of the impedance |Z| versus the logarithm of frequency (f) that is at least one order of magnitude less than said point of transition from said frequency-dependent impedance response to said frequency-independent impedance response;

verifying from said recording of the logarithm of the magnitude of the impedance |Z| versus the logarithm of frequency (f) that the shape of said frequency-independent impedance response is of a horizontal nature;

verifying from said recording of the phase angle (θ

) that said phase angle (θ

) is close to 0°

versus the frequency-independent impedance response recorded;

analyzing the recorded frequency-independent impedance responses for said magnitude of the impedance |Z| and said phase angle (θ

) to directly characterize said thermal-oxidative breakdown, water contamination, or fuel dilution conditions in said sample of oil;

comparing said frequency-independent magnitude of the impedance |Z| and phase angle (θ

) values with predetermined values corresponding to said characterized sample conditions; and

determining the quality and/or condition of the sample of oil as a function of the comparison.

2. The method of claim 1 wherein the DC voltage bias is 3.0 V or less.

3. The method of claim 2 wherein said direct current (DC) voltage bias is varied during the step of applying said direct current (DC) voltage bias to one of said electrodes.

4. The method of claim 1 wherein the electrical potential is within the range of 0.0 and 5.0V.

5. The method of claim 1 wherein the first, second, third, and successive additional frequency vales are within the range of 10 μ

Hz and 1 MHZ.

6. An on-line method of analyzing lubricants in real-time for thermal-oxidative breakdown, water contamination, or fuel dilution, or combinations thereof, comprising the steps of:

bringing electrodes into contact with a sample of oil;

applying a direct current (DC) voltage bias to one of said electrodes;

applying an electrical potential to the sample to produce an electrical current therethrough;

applying a sinusoidal frequency stimulus (f) to the sample to produce a frequency-dependent current response (I) therethrough;

measuring and recording a voltage response (E) from said electrical potential and sinusoidal frequency stimulus (f);

measuring and recording the frequency-dependent current response (I) during said sinusoidal frequency stimulus (f);

recording from said voltage response (E) and said frequency-dependent current response (I) the ratio of the real component (E) versus the real component (I) of said method at frequency (f);

recording from said voltage response (E) and said frequency-dependent current response (I) the ratio of the imaginary component (E) versus the imaginary component (I) of said method at frequency (f);

computing the sum of the square of said ratio of real component (E) versus real component (I) and said ratio of imaginary component (E) and imaginary component (I) all to the one-half power;

recording the magnitude of the impedance |Z| from said sum of the square of the ratio of the real component (E) versus the real component (I) and the ratio of imaginary component (E) and imaginary component (I) all to the one-half power;

recording the phase angle (θ

) between said voltage response (E) and current response (I) analyzing the recorded mathematical values for said magnitude of the impedance |Z| and said phase angle (θ

) to directly characterize said thermal-oxidative breakdown, water contamination, or fuel dilution conditions in said sample of oil under test;

comparing said magnitude of the impedance |Z| and phase angle (θ

) values with predetermined values corresponding to said characterized sample conditions;

determining the quality and/or condition of the sample of oil as a function of the comparison; and

providing an electrical indication indicative of said quality and/or condition of the sample of oil.

7. The method of claim 6, further comprising additional steps of analysis, said additional steps of analysis comprising:

a. a first analysis, wherein the applied sinusoidal frequency stimulus (f) produces a frequency-independent magnitude impedance |Z| response that increases as a function of said thermal-oxidative breakdown condition in a particular sample of oil, said first analysis thus enabling a determination of the attendant first-order reactionary pathway of the primary functional additive chemistry of the particular sample of oil;

b. a second analysis, wherein the applied sinusoidal frequency stimulus (f) produces a frequency-independent magnitude impedance |Z| response that decreases as a function of said thermal-oxidative breakdown condition in a particular sample of oil, said second analysis thus enabling a determination of the attendant first-order reactionary pathway of the primary functional additive chemistry of the particular sample of oil;

c. an analysis, wherein the applied sinusoidal frequency stimulus (f) produces a frequency-independent magnitude impedance |Z| response that increases rapidly as a function of a particular water contamination condition in the sample of oil;

d. an analysis, wherein the applied sinusoidal frequency stimulus (f) produces a phase angle (θ

) response that decreases rapidly as a function of a particular water contamination condition in the sample of oil;

e. an analysis, wherein the applied sinusoidal frequency stimulus (f) produces a frequency-independent magnitude impedance |Z| response that decreases slowly as a function of a particular water contamination condition in the sample of oil;

f. an analysis, wherein the applied sinusoidal frequency stimulus (f) produces a phase angle (θ

) response that decreases slowly as a function of a particular water contamination condition in the sample of oil;

g. an analysis, wherein the applied sinusoidal frequency stimulus (f) produces a frequency-independent magnitude impedance |Z| response that decreases as a function of a particular fuel contamination condition in the sample of oil; and

h. an analysis, wherein the applied sinusoidal frequency stimulus (f) produces a phase angle (θ

) response that increases as a function of a particular fuel contamination condition in the sample of oil.

8. The method of claim 6, wherein the step of bringing the electrodes into contact with the sample further includes bringing a temperature-sensitive resistor into thermal contact with the sample such that, from the determined oil temperature, said measurement of the magnitude of the impedance |Z| is corrected to compensate for the effects of changes in the temperature of the sample of oil.

9. The method of claim 6, further comprising recording and comparison to record the magnitude of the impedance |Z| as a direct function of the temperature of said sample of oil determined over a particular warm-up period whereby a recorded correlation with a certain temperature-viscosity relationship of said sample enables an assessment of the relative viscosity of the sample via a comparison between known viscosity conditions and said recorded correlation.

10. The method of claim 6, wherein said step of providing an electrical indication indicative of said quality and/or condition of the sample includes comparing the determined quality and/or condition of the sample with a predetermined threshold and indicating electrically if said predetermined threshold has been reached.

11. The method of claim 6, further comprising analyzing the results of said measuring steps and recording steps whereby an electrical indication is provided indicative of a remaining useful life assessment of the lubricant under test.

12. The method of claim 6, wherein said step of providing an electrical indication is enabled by a display device located in a remote position from said electrodes in contact with the sample of oil.

13. The method of claim 6, wherein said electrodes include a counter electrode and a working electrode.

14. The method of claim 6, wherein said electrodes include a counter electrode, reference electrode, and a working electrode.

15. The method of claim 6, wherein the DC voltage bias is 3.0 V or less.

16. The method of claim 6, wherein the electrical potential is within the range of 0.0 and 5.0V.

17. The method of claim 16, wherein the sinusoidal frequency stimulus (f) is less than 100 Hz.

18. The method of claim 6, wherein the sinusoidal frequency stimulus (f) is less than 1 MHZ.

19. The method of claim 18, wherein the sinusoidal frequency stimulus (f) is 1 Hz or less.

20. An in-situ, on-line system for monitoring lubricants for thermal-oxidative breakdown, water contamination, or fuel dilution, or combinations thereof, in a lubricating oil reservoir, comprising:

a. electronic power supply connected to an available 12V–

72V power bus;

b. electronic instrument means connected to said power supply for generating an excitation stimulus comprised of a DC voltage bias, an electrical potential, and an alternating current (AC) drive signal, said electronic instrument means further comprising;

(i) measuring and recording means to produce a voltage response (E) from application of said excitation stimulus;

(ii) measuring and recording means to produce a frequency-dependent current response (I) from application of said excitation stimulus;

(iii) processing means for computing from said voltage response (E) and said frequency-dependent current response (I) the ratio of the real component (E) versus the real component (I);

(iv) processing means for computing from said voltage response (E) and current response (I) the ratio of the imaginary component (E) versus the imaginary component (I);

(v) processing means for computing the sum of the squares of said ratio of real component (E) versus real component (I) and said ratio of imaginary component (E) and imaginary component (I) all to the one-half power, said processing means thus enabling the determination of the magnitude of the impedance |Z|;

(vi) processing means for computing the phase angle (θ

) between said voltage response (E) and said frequency-dependent current response (I);

(vii) recording means to store the mathematical values for said magnitude of the impedance |Z| and said phase angle (θ

);

c. sensor means configured to be installed in an existing access port, or drain port, of the lubricating oil reservoir for applying said excitation stimulus to the lubricant contained therein, said sensor means having;

(i) two closely-parallel, electrically-conductive electrodes extending into the lubricating oil reservoir, the two electrodes immersed in the lubricant therein and having the excitation stimulus applied thereto;

(ii) a mechanical housing structurally supporting the physical extension of said sensor means into the lubricating oil reservoir, the mechanical housing further enabling the electrical connection, and disconnection, of said sensor means to and from said electronic instrument means for generating the excitation stimulus;

(iii) a temperature-sensitive resistor in thermal contact with said lubricant in the lubricating oil reservoir and electrically isolated from said two electrodes, the resistor providing a voltage output for determining the temperature of said lubricant;

(iv) an inner silicone O-ring fixtured within the inner cavity of said mechanical housing, the inner silicone O-ring providing a leak-proof seal to prevent said lubricant from contacting either the electrodes, or said temperature-sensitive resistor, within said inner cavity of the sensor means;

d. threaded housing means for fixturing said sensor means to be installed in the existing access port, or drain port, of the lubricating oil reservoir, said threaded housing means having;

(i) a first threaded section;

(ii) a second threaded section;

(ii) an outer silicone O-ring fixtured immediately forward said first threaded section of the threaded housing means, the outer silicone O-ring further corresponding with the outer perimeter of said inner cavity of the sensor means and providing additional sealing to prevent the lubricant from entering either one of said sensor means or threaded housing means;

(iii) a threaded jam nut corresponding with the mechanical housing of said sensor means to securely tighten said sensor means to said first threaded section of the threaded housing means, the tightening of said threaded jam nut thus forcing both the inner and outer O-rings into a state of compression for an even further leak-proof design;

(iv) a third silicone O-ring fixtured immediately aft said second threaded section of the threaded housing means, the third silicone O-ring providing an additional sealing barrier between the external surface of the existing access port, or drain port, of the lubricating oil reservoir and said threaded housing means;

e. electronic potentiostat means electrically connected between the electronic instrument means and sensor means and mounted internally to said threaded housing means, said electronic potentiostat means having

(i) a stimulus control amplifier to electronically buffer instantaneously and reproduce the excitation stimulus applied to said sensor means via said electronic instrument means;

(ii) a voltage buffer to electronically monitor the electrical potential of said excitation stimulus and provide return electrical feedback signals to said stimulus control amplifier, said voltage buffer further transmitting the voltage response (E) as a first return voltage back to said electronic instrument means of the in-situ, on-line system;

(iii) a current buffer to transform the resultant frequency-dependent current response (I) of said excitation stimulus into a second return voltage transmitted back to said electronic instrument means of the in-situ, on-line system;

(iv) electronic temperature buffer means electrically connected to said temperature-sensitive resistor in thermal contact with the lubricant to current-bias the produced voltage from the temperature-sensitive resistor, said electronic temperature buffer means enabling an automatic correction of said magnitude of the impedance |Z| due to changes in the temperature of said lubricant in the lubricating oil reservoir, the electronic temperature buffer means thus providing third and fourth return voltages for the temperature-sensitive resistor and the electronic temperature buffer means respectively back to said electronic instrument means of the in-situ, on-line system;

(v) an electrical interconnect component comprising a plurality of contacts for electrically connecting said sensor means with said electronic instrument means and the excitation stimulus therefrom, the electrical interconnect component enabling multiple cycles of engagement and disengagement of said sensor means by way of gold-over-nickel plating material;

f. electrical cable means interposed between said electronic instrument means and electronic potentiostat means, said electrical cable means conducting the excitation stimulus to the electronic potentiostat means and transmitting individually the return voltages for the voltage response (E), the transformed current response (I), the temperature-sensitive resistor, and the electronic temperature buffer means back to said electronic instrument means for further processing and analysis;

g. electronic analysis means for evaluating the processed mathematical values for said magnitude of the impedance |Z| and said phase angle (θ

), said electronic analysis means enabling a direct characterization of said thermal-oxidative breakdown, water contamination, or fuel dilution conditions in the lubricant under test;

h. electronic comparison means for comparing the processed magnitude of the impedance |Z| and phase angle (θ

) values with predetermined values corresponding to said characterized lubricant conditions;

said electronic comparison means thus enabling a determination of the lubricant'"'"'s quality and/or condition as function of the comparison; and

i. electrical indication means to provide an electrical signal indicative of said quality and/or condition of the lubricant.

21. The system of claim 20, wherein the processing of said magnitude of the impedance |Z| and phase angle (θ

) is done continuously to enable the simultaneous characterization of at least one of said thermal-oxidative breakdown, water contamination, or fuel dilution conditions in said lubricant under test.

22. The system of claim 20, further comprising processing and recording means to process and record the magnitude of the impedance |Z| as a direct function of said temperature of the lubricant determined over a particular warm-up period whereby a recorded correlation with a certain temperature-viscosity relationship of said lubricant enables an assessment of the relative viscosity of the lubricant via a comparison between known viscosity conditions and said recorded correlation.

23. The system of claim 20, further comprising a memory associated with said processing means for storage of analysis and/or comparison information.

24. The system of claim 20, wherein said processing means performs a trending analysis on the quality and/or condition of the lubricant.

25. The system of claim 20, wherein said electrical indication means to provide an electrical signal indicative of said quality and/or condition of the lubricant includes comparing said determined quality and/or condition of the lubricant with a predetermined threshold and indicating electrically if said predetermined threshold has been reached.

26. The system of claim 20, further comprising processing and analysis means whereby an electrical indication is provided indicative of a remaining useful life assessment of the lubricant under test.

27. The system of claim 20, wherein said electrical indication means is comprised of at least one of:

(a) a serial communications port;

(b) a bi-directional serial data bus chosen from among standards SAE/TMC J1708/J1587 protocol in effect on the filing date hereof, or SAE J1939 communications protocol in effect on the filing date hereof;

(c) a CAN data bus;

(d) a RF device; and

/or

(e) an IR device.

28. The system of claim 20, wherein said sensor means is, at the occurrence of a required lubricant change, removed from said lubricating oil reservoir and subsequently replaced.

29. The system of claim 20, further comprising processing means wherein a determination of a known high computed value for the magnitude of the impedance |Z| followed by a known lower computed magnitude impedance |Z| value is employed to determine an addition of a lubricant to said lubricating oil reservoir, said processing means and determination further enabling an automatic execution of a particular sensor calibration routine upon the detection of a fresh lubricant in contact with said electrodes.

30. The system of claim 20, further comprising processing means wherein the act of processing said real and imaginary components of the magnitude of the impedance |Z| is employed to determine said electrodes are no longer immersed in said lubricant via a computed impedance |Z| that is no longer dominantly resistive, said processing means and determination thereby enabling an indication that said lubricating oil reservoir may be void of an ample amount of said lubricant.

31. The system of claim 20, further comprising processing means wherein the act of processing said real and imaginary components of the magnitude of the impedance |Z| is employed to determine and subsequently indicate a particular cable failure via the cessation of a current response through said electrodes.

32. The system of claim 20, wherein said sensor means includes a counter electrode and a working electrode.

33. The system of claim 20, wherein said sensor means includes a counter electrode, a reference electrode, and a working electrode.

34. The system of claim 20, wherein said sensor means comprises a pair of interdigitated electrodes formed on a primary substrate component.

35. The system of claim 20, wherein the DC voltage bias is 3.0 V or less.

36. The system of claim 20, wherein the electrical potential is within the range of 0.0 V and 5.0 V.

37. The system of claim 20, wherein the alternating current (AC) drive signal is sinusoidal.

38. The system of claim 37, wherein the alternating current (AC) drive signal is less than 1 MHZ.

39. A method for sensing in-situ the electrochemical impedance characteristics of engine oil while said oil is in use in an operating combustion engine to determine the relative electrochemical condition of said oil, comprising the steps of:

(a) placing at least two electrodes into contact with said oil;

(b) applying a DC voltage bias to one of said electrodes;

(c) applying an electrical potential to one of said electrodes in order to generate an electric current through said oil;

(d) applying a sinusoidal generally constant frequency stimulus to one of said electrodes to produce a frequency-dependent response through said oil; and

(e) measuring and recording with one of said at least two electrodes different than the first one electrode the frequency-dependent response during said step of applying the sinusoidal generally constant frequency stimulus to the impedance characteristics of said oil and thereby assess the in-situ condition of said oil as a function of an increase or decrease in said frequency-dependent response, or combinations thereof.

40. The method of claim 39, wherein the step of placing the electrodes into contact with the oil further includes bringing a temperature-sensitive resistor into thermal contact with the oil such that, from the determined oil temperature, said measurement of the frequency-dependent response is corrected to compensate for the effects of changes in the temperature of the engine oil.