Sure, I'll be glad to drill down a bit
The composition of the oil in the sump must necessarily correlate with what is circulating through the lube system, because it IS what’s circulating. If there are things which drop to the bottom of the pan once they rain down out of the engine, and they don’t wash out, how can it be said those things are “circulating?”
Not by a long shot. In reality in liquids containing solids (and we are talking about both particle size as well as density distribution) the "hang time" is a combination of things like weight, heat, fluid properties and like with all things gravity- they will eventually settle.
Once they settle, unless you have proper agitation, they are going to stay settled- the only variable is time. ( I do lots of mixing studies and agitation and there is no "mixing" or "agitation" in any standard sump)
2 critical things about those particles ( when suspended in the stream)- I take the stream sample, I have a "real time" indication of the particle generator ( leads toward machine condition assessment) in terms of what is wearing and the frequency of the wear.
When in a sump, I am getting an agglomerated combinate collage of everything- useless for any legitimate data driven assessment of a machine.
you don't want "circulation" in a sump- you want it to settle an stay there- but when a sample is drawn from the drain (where the velocity may be ample to pick them up and carry them like a current over a silt bed)- it is not a true estimation of the running system condition.
This is why all the ML- trainings tell you to purge the sample ports, mini-mess valves, Luneta or whatever to keep from skewing the sample.
Perhaps the question, then, is how strongly a bulk sump sample‘s composition correlates with fluid composition at a given point in the engine. As a corollary: What are the specific differences, if any, and how can bulk sump samples not be correlated?
That's the problem. They cannot be without substantial modification. If this were an HPU or similar device I would sample at:
Post filter- measure performance
post crank- bearing wear
top drain- valve train wear
Sump- General chemistry
A plan similar to that would give me a reasonable idea of critical item wear in the major areas ( as good as any OA program can give)
A ICE simply isn't set up like that to allow for a single representative sample.
You assert that bulk sump samples aren’t good or useful. That’s fine, but not particularly helpful information. Would you like to elaborate on exactly what one would do to achieve what you believe to be a ‘good’ sample? At a minimum, that would distinguish you from Noria’s articles. (-:
I don't need distinguishing from Noria, I have bested them many times. I have great respect for Jim but he is not the first or the best in the field but he was at the right place at the right time to make Noria what it is.
Lets rephrase that a bit. They are not accurate or conducive to any legitimate assessment of mechanical wear any more than the "bitter dregs" are a representation of the wine..
You have to define "good" in terms and context with what you ( the machine owner) wants because there is more than one "correct" way to do this.
Are you interested in the condition of the oil and a change frequency?
Are you interested in the readings for use in evaluating or zeroing in on wear in the early stages?
That's 2 different condition monitoring strategies and methods to execute.
To be clear: I have said here before and say again that engine oil UOAs are not cost-effective on personal transportation vehicles, and don’t tell anything like what many seem to think. They’re for hobby or entertainment only. Nevertheless, since most here have some interest, your elaboration could be helpful.
To a large degree, your statement is correct in the general but they do provide some value based information.
People trend a lot of "stuff" and swap numbers but it rarely stops a catastrophic event ( or detects one) and the wear metal analysis at best is "holistic". The chemical trend are much better.
The short answer is that a OA program
by itself ( meaning not coupled with a stout PM and technical assessment program) is of very limited value and a legitimate argument can be made that the cost/effort is not worth the benefit.