Bypass Oil Filtration for Engine Longevity

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Gary - as always, you are the ying to my yang!
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I guess the only point I was trying to make regarding the comment about start up wear is that this is attributed to the propensity of an abrasive particle to be trapped on a bearing journal, and gouging upon initial motion.

I understand that the bypass filter will slowly remove very small particles from the system, and the engine will also try to replace them.

Quick statement you'd likely agree with, for clarity. At rest, a bearing that might have .002" clearance, will have all .002" at the "top" of the journal, because gravity is pulling the component downward, and there is no oil barrier to separate the journal from the bearing. Once the engine starts and pressure is supplied to the bearing/journal, then hydrodynamic wedge is created and the journal "floats" on the oil layers. It's never exactly split evenly. In fact, it can't be, because of the cyclic motion of the linear portions of common piston driven motion. The journals (crank, rod, wrist pin) actually see their clearance "squish" back and forth with every direction change, in the oil layers from top to bottom; this is ever increasing with the force of the event. As rpm goes up, the forces grow. On the plus side, as the rpm goes up, so does oil pressure, helping to keep the hydrodynamic wedge in place. Agreed?

My point was this: when running, there is very little particulate wear occurring in an engine. The fluid barrier is what keeps things in check. Small particles stay in suspension, harmlessly passing through the system. Only after they grow in size, do the filtration systems catch what they can. That is why surface tension and laminar fluid boundary layers are so important. Oil has to cling to the surface of the metal, and yet slip along itself in ever increasing velocities. At the outer edges of the layers, the velocity is zero when the oil truly is bound to the metal by surface tension. As the layers move inward, they increase in speed, and decrease in tension. This relationship is varied somewhat when abrupt changes in direction occur (think of a river winding along, and it's current near the back versus midstream, near a bend; the "centerline" of flow will rarely ever be in the true "center" of the pathway).

At start up, the boundary layers are not there. It's just the anti-frictional properties of the lube and add-pack that can protect the engine until the pressure comes up. The "slipperyness" of the oil is the most important thing at this point. So, if there is a particle trapped in a bearing journal upon startup, it will have a high propensity to grind along until the boundary layers develop from pressure generation, and the engine components separate from each other. Bypass filtration cannot stop wear at start up, because it has not yet removed the particle from it's location in the bearing.

In a nutshell, wear occurs at startup because particles are where we don't want them. They grind along until the oil pressure separates the components with protective boundary layers. But once that damage is done (a small gouge in the metal) the oil simply fills in that void, because of the extra surface area it can "cling" to. Once the damage it done, it actually provides an additional holding point for tension tenacity. As long as the gouge is not overtly huge, it matters little because during operation, metal to metal contact is almost non-existent.

Because lubricants and engines are so much better designed and manufactured than they were 30 years ago, the boundary layers are so much better at negating the effects of start up wear.

I would fully admit that at the smallest of microscopic levels, you could see where bypass filtration may show distinct advantages. But your analogy of the floor and ceiling are perfect. The rate at which "normal" engine/lube development is moving exceeds the rate of super-filtration application. Bypass filtration (as far as equipment longevity goes) is just about a moot point.

Bypass filtration is all about cost savings these days, and not about longevity. You can keep nearly any piece of equipment in service forever, just with frequent maintenance, using "conventional" lube and filters.

Geez - think of the 4.6L CV examples above. 400k - 600k miles in taxi operation. Think of the HOURS of operation, even more than the mileage. Literally thousands upon thousands of hours at hot idle, followed by short acceleration bursts. But the upside is a very low ratio of start-up vs. continuous operation. All with bulk oil and fleet filters on "normal" OCIs. And not one bypass filter in sight.
 
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Gary - as always, you are the ying to my yang!
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So it would seem
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I think that we've conquered most bearing wear for the most part. Start up (as in initial firing) has got a lot of debate to its effects. There I'm sure it's a YMMV situation as to the severity of the event. My current belief is that most wear that occurs during the typical start up event (warm up) is due to ill fitment of parts transitioning from cold to full normal temp ..and AW agents getting the required induced heat (endo-thermic?) to rapidly replace the spent agents that have been depleted on the rubbing surfaces (chains, cam lobes, rockers, distributor gears- many of which are being eliminated or rollerized, etc.= all non-pressurized points) where films may be routinely breached. Add some fuel wash down and some chemical interactive events during fuel enrichment ...etc..etc.


For others reading, this is not a dispute with dnewton3, but rather subscribing to a different school of thought. All the described conditions are valid and documented/validated = both of them. It is merely how much we rank them in the hierarchy of wear. As you will note both result in much longer life spans, as defined in miles/hours of operation, by the number of starts per mile.
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In his yin:yang reference, we both sorta view our "half" taking up more of the pie/circle than the other
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Agreed!

Poking at one's intellect, challenging each other's thoughts, and ultimately finding some enlightenment (even if you don't agree with it), is the basis of my respect for Gary!

And it makes for good campfire conversations!
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One point that pops into my mind is that every particle filtered out by a bypass system is one that can't sit between two bearing surfaces at startup. I would think (and I have seen no proof of this, it just seems logical) that the bypass filtration could stay ahead of the contamination being created by wear. I have some anecdotal evidence of that with my recent trans filter testing. In just a few hundred miles, the trans oil dropped two-plus ISO codes.

I just put a 1 micron (nominal) bypass on my old, sooty Ford IDI diesel and I installed it at about the halfway point on the OCI after taking a sample for "pre" tests. I'll likely resample in 500 miles, 1000 and then at the oil change to see if andhow much the ISO code drops. If it does then I know it's "keeping up" with wear particles and soot creation and maybe getting ahead of it.

Going back a few posts to SteveS' comment that the oxidizing iron and copper particles being caught in the filter are still being bathed in oil, presumably still causing oxidation took the wind out of my sails on that point. A "well DUH!, why didn't I think-o-that" moment for me. I wonder if there is any difference in the chemistry of this process between free-floating particles in the large volume of the pan and those caught in the filter's small volume and if the oxidation rate is the same, more, or less?
 
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One point that pops into my mind is that every particle filtered out by a bypass system is one that can't sit between two bearing surfaces at startup. I would think (and I have seen no proof of this, it just seems logical) that the bypass filtration could stay ahead of the contamination being created by wear.


This is one of those hearings where a domestic company cries foul for a foreign nation dumping their product on the market. You've established that it is occurring. Case won.


Now you have to prove that it impacted your company. New plea to the court.

We'll all concede that, in all things called particles in oil, less is better. What we have a hard time nailing down is how much you're going to alter things by going finer.

It's sorta like the 5w-20/5w30 debate. People will often cite very authoritative documents showing that heavier viscosity oils produce less wear ...but they can't produce the failed or tired units in the field of real world testing. There is no anecdotal evidence of merit to prove their point within the confines of 7+ years and millions of miles in usage. They can't even account for the millions of units that used 20 weights from sheared 5w30 oils. It's a "factual anomaly". One where the immutable physics aren't playing out in reality. What's occurring is that those relying on the physics aren't factoring their impacts/influence in the proper perspective. For example, higher HTHS will protect your engine better, but it requires a given level of stress to ever be a factor. So, sure, one can really cling to the TRUTH that higher HTHS will offer more protection ..but the false assumption is that everyone will need it. Do I need a nuke for a postage stamp sized target? This school of thought is based on the "more is better" leaning.

With bypass filtration, it's just about identical ..but in the opposite direction. The general school of thought is "less is better" and that's TRUE. What we can't prove is that going "less" ...just like HTHS going "more", makes a significant difference in the lifespan of an engine.


In the case of hydraulic installations, you CAN surely clean up the fluid. There you may alter the projected lifespan of the unit in terms of avoidable wear. What you can't alter is the mandated wear from shifting. You may alter how much it has secondary impact, but you can't stop co-engagements of various clutch/band application in producing (a pox on them!) velvety smooth shifts.


Yes, good campfire material indeed
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Originally Posted By: Gary Allan
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One point that pops into my mind is that every particle filtered out by a bypass system is one that can't sit between two bearing surfaces at startup. I would think (and I have seen no proof of this, it just seems logical) that the bypass filtration could stay ahead of the contamination being created by wear.


This is one of those hearings where a domestic company cries foul for a foreign nation dumping their product on the market. You've established that it is occurring. Case won.


Now you have to prove that it impacted your company. New plea to the court.

We'll all concede that, in all things called particles in oil, less is better. What we have a hard time nailing down is how much you're going to alter things by going finer.

It's sorta like the 5w-20/5w30 debate. People will often cite very authoritative documents showing that heavier viscosity oils produce less wear ...but they can't produce the failed or tired units in the field of real world testing. There is no anecdotal evidence of merit to prove their point within the confines of 7+ years and millions of miles in usage. They can't even account for the millions of units that used 20 weights from sheared 5w30 oils. It's a "factual anomaly". One where the immutable physics aren't playing out in reality. What's occurring is that those relying on the physics aren't factoring their impacts/influence in the proper perspective. For example, higher HTHS will protect your engine better, but it requires a given level of stress to ever be a factor. So, sure, one can really cling to the TRUTH that higher HTHS will offer more protection ..but the false assumption is that everyone will need it. Do I need a nuke for a postage stamp sized target? This school of thought is based on the "more is better" leaning.

With bypass filtration, it's just about identical ..but in the opposite direction. The general school of thought is "less is better" and that's TRUE. What we can't prove is that going "less" ...just like HTHS going "more", makes a significant difference in the lifespan of an engine.


In the case of hydraulic installations, you CAN surely clean up the fluid. There you may alter the projected lifespan of the unit in terms of avoidable wear. What you can't alter is the mandated wear from shifting. You may alter how much it has secondary impact, but you can't stop co-engagements of various clutch/band application in producing (a pox on them!) velvety smooth shifts.


Yes, good campfire material indeed
56.gif



Gary: A common sense viewpoint.

FWIW, I probably wouldn't invest in a bypass system for an ordinary gas car or truck of recent vintage. I think these modern rigs have essentially outgrown the need for them in a practical, cost-effective sense.

I MIGHT go with a bypass on an old (especially a carbureted) gasser or a diesel. As I have with my old Ford. If it works out, I may install one on my tractors with the goal of extending my OCI out to 3+ years.
 
Don't get me wrong. Even if I'm unlikely to ever see the true extended benefits of a bypass filter ..by gosh I'm going to put one wherever I can fit one on a vehicle that I'm keeping for the long haul. I don't have any installed right now, but most of our vehicle alterations are works in progress. Right now I don't want any variables altering the raw and unvarnished results of my 0w-10 experiments. I don't want my cam grinding to be masked within the limitations of UOA :^)
 
I can't find my old post "SAE On Bypass Filtration" which had some test data showing the effectiveness of bypass filtration, mostly on diesels. I will have to reread some of the papers and repost the results. To make a long story short, the engine wear was directly related to the number of particles in the oil by weight and the diesels lasted 2 thru 3 times times longer with the bypass filtration going from 350,000 miles to over 900,000 miles. The test was run by one of the diesel engine manufacturers (Peterson?) not one of the filter manufacturers. In the 60's Frantz did some real tests (independent labs) trying to sell their filters to government operated fleets. The tests were very conclusive that the filters double or even triple engine life, but the government still did not use them. I remember reading this report in the early 70's but I can't find the report on the internet. It was a real Federal Government report.I never paid it much attention because of a hugely bad experience I had with the toilet paper blowing apart in a competitor's filter. I was pretty young then, I think I tried to use that filter as a full flow filter....
 
Frantz was right. So were the diesel engine man's. The problem now, if you can call it one, is that gasoline engines eliminated most of the life shortening elements from their design. EFI cured most of the fuel wash down and particle creating agents and manufacturing has radically reduced the component variables in terms of finishes and dimensional variance. Without a design flaw, you're looking at 250k on many engines ..maybe all if conditions are right. You may increase that by some margin. Let's suppose it's a substantial increase ..to 1M miles. There are going to be few to take advantage of it. What will most likely occur is that it will be cleaner and less worn when some ultimate fatigue point is found on some component.


That's why dnewton3 says that it's not worth it from a wear aspect ..it may be worth it from a oil longevity angle. For my future geezerhood where I'm doing less than 8k year, I can manage a Frantz/MG ande use 4 quarts of oil and 4 tp rolls a year. Can't beat that. If I was a frequent flier with 20k, that wouldn't work out. I may then use another unit and save myself 4-5 quarts of oil over a year.

I don't care whether it's worth it or not for the gains achieved. All humans reinvent the wheel. It's our greatest and worst attribute.
 
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Just wanted to say thanks to all who participated in this thread. I couldn't sleep last night and read the whole thing. I learned a lot and it was nice to see a civil debate and exchange of info.
 
I installed an AMSOIL dual remote bypass system on my 2009 Edge 3.5L DOHC engine, EABP-90 and EAO26 filters. The filter mount and the connecting hoses are sound isolated from the vehicle structure. I now have an engine whine that is RPM sensitive. It is not audible during cold startup, but becomes evident after engine is warmed up.. Performance of the vehicle is not affected. I just finished a 3800 + mile trip from Ft. Worth to Sacramento with no issues. I suspect the whine noise is the oil pump. I think this engine has a high volume oil pump as there is plenty of oil splash in the valve cover that is observed through the oil filler cap.

Any thoughts from the experts on this forum would be welcomed and appreciated.

Thanks
 
If you're up for it, remove the internal plug that biases the flow to the EaBp filter. If that relieves the condition you can either leave it out ..or drill the hole slightly bigger. Leaving it out will reduce the flow the bypass filters sees until a certain amount of loading occurs on the full flow filter.
 
Originally Posted By: Gary Allan
If you're up for it, remove the internal plug that biases the flow to the EaBp filter. If that relieves the condition you can either leave it out ..or drill the hole slightly bigger. Leaving it out will reduce the flow the bypass filters sees until a certain amount of loading occurs on the full flow filter.


This is the billet machined filter block with the valve and spring, old design. I had this setup on my 99 expedition 5.4.
 
The old design was an adapted Permacool cast aluminum dual remote. The biasing valve was then a solid ball. It might be difficult to drill that. I'm not sure if you reduce the size of the ball on a bench grinder. Assuring that it smoothly floats in the bore, naturally.

The contemporary design (older part number) is a solid rectangular block that is machined. It should have the port within the plunger. This is identical to the newer part number (11 became 22 - 16 became 26).
 
As always… nicely done!

I would just like to add that reducing oil consumption by using a bypass system has merit beyond the financial point of view. We have a 15L Detroit engine and average 120k miles per year and will us a bypass system to extend the OCI to reduce oil consumption and allow us to run a premium synthetic at the same cost as dino.
 
This may be slightly off topic but I'd like to hear opinions with respect to centrifuge vs. bypass filtration.
I cut my disposable centrifuge capsule open after changing it at ~30000 miles and it was clean; no sludge buildup. Does that mean it's ineffective (it is factory equipment) or my oil has been clean?

Charlie
 
Originally Posted By: Steve S
It means that there is no sludge in the filter. Pull A valve cover and inspect.
I forgot to [censored] hopefully the littles particles were filtered out before they could brop out of the oil as form a layer .
 
As soot analysis should show if it's working or not. Doug Hillary would be the one to talk to about this. He used them in all his rigs with synthetic oil.

I would suspect (and this is just a novice "assumed view") that there was some problem with the centrifuge.
 
Originally Posted By: Gary Allan

I would suspect (and this is just a novice "assumed view") that there was some problem with the centrifuge.


I doubt it. It's the factory installation with EGR engines (which I took off the motor). All short OCIs (~6000 mi) except the first which was 18K (factory fill Shell Rimula Ultra or Signia 5W30). Recommended OCI is 20K miles/700 hrs with EGR, 1200 hrs without EGR; 30.6 qt.

Charlie
 
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