Engine Oil Bible
Engine Oil Bible
Engine Oil Bible
Curing sludge
There's no hard and fast rules for curing an engine of sludge buildup. If it's really bad, flushing
the engine might be the only cure, but that could also cause even more problems. If flushing the
engine results in bits of sludge getting lodged where they can do more damage, you're actually
worse off.
It's interesting to note that some race techs have reported sludge buildup in race engines as a
result of aftermarket additives being used in conjunction with the regular oil. The chemical
composition of the additives isn't as neutral as some companies would lead us to believe, and
combined with particular types of oil and high-stress driving, they can cause oil breakdown and
sludge to appear. The lesson from them appears to be "don't use additives".
Easy. When it's an oil and water emulsion from a leaking or blown head
gasket. If this happens, you get a whitish cream coloured sludge on the inside of the oil filler cap.
The filler cap is typically cooler than the rest of the cam case and so the oil/water mix tends to
condense there. So if you take the oil filler cap off and it looks like it's covered in vanilla yoghurt
or mayonnaise, you've got a blown head gasket. A surefire way to confirm this is if your oil level
is going up and your coolant level is going down. The coolant is getting through the breaks in the
head gasket and mixing with the oil. When it gets to the sump it separates out and the oil floats
on top. A slightly more accurate way to check for this condition is to use a combustion leak
tester, or block tester. If you're in America, NAPA sell them for about $45 (part #BK 7001006). If
you're in England, Sealey sell them for about £70 (model number VS0061). Combustion leak
testers are basically a turkey baster filled with PH liquid, with a non-return valve at the bottom.
To use one, run your engine for a few minutes until its warm (not hot) then turn it off. Use a
protective glove (like an oven glove) and take the radiator or reservoir cap off. Plug the bottom
of the combustion leak tester into the hole and squeeze the rubber bulb on top. It will suck air
from the top of the coolant through the non-return valve and bubble it through the PH liquid. If
the liquid changes colour (normally blue to yellow), it means there is combustion gas in the
coolant, which means a head gasket leak.
There is one other possible cause for this yellow goop : a blocked scavenger hose. Most engines
have a hose which comes off the cam cover and returns to the engine block somewhere via a
vacuum line. This is the scavenger hose which scavenges oil vapour and gasses that build up in
the cam cover. If it's blocked you can end up with a buildup of condensation inside the cam
cover, which can manifest itself as the yellow goop inside the filler cap.
While the the 1.8T engines in Audi A4's, Audi TT, VW Passat, Jetta, Golf, New Bettle, are all
very prone to sludge build-up, Audi/VW does not have an extended warranty for them from the
factory. The factory warranty is 4 year/50,000 miles but it can be extended if purchased.
Although Audi/VW now has 10,000 mile service intervals, oil changes can be done between
"services", and should be done if the vehicle is driven in heavy traffic, offroad, and non-highway
use. Also, Audi/ VW will only warrant an engine if the customer has proof of all their oil
changes. As of 2004 I belive all 1.8T engines must use synthetic oil.
So if you own one of these sludge-prone engines, what can you do? Obviously, Volkswagen Audi
Group (VAG) recommends that you use only VW/AUDI recommended oil which at the time of
writing is Castrol Syntec 5W-40. You should also keep up on your oil changes, making them
more frequent if you drive hard or haul a lot of cargo. The most important thing for the VW or
Audi owner is this: if the oil light comes on and beeps the high pitch beep that most everyone
ignores, pull over and shut the engine down immediately. Many VAG engines can be saved by
this procedure. Have the vehicled towed to a VAG dealer. Their standard procedure is to inspect
the cam bearings; if they're not scored, the oil pan will be removed and cleaned out and all the
crankcase breather hoses and the oil pickup tube will be replaced. They'll do an oil pressure test
with a mechanical gauge, and hopefully will also replace the turbo lines. Finally, the turbo will
be checked for bearing free-play. The VAG turbos run really hot even with proper oil and coolant
supply - that's why you need a good quality synthetic in them.
For their part, Toyota have the dubious honour of having the most complaints about sludge
buildup in their engines - 3,400 at the last count. At the time of writing there is a class action suit
going on against them. Details can be found at www.oilgelsettlement.com
For an example of sludge in a Saab 9 5 Aero with only 42,000 miles on it, you might be
interested to read my case study on this engine, put together with the help of a reader. Our sludge
case study.
Mineral or synthetic?
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.
Synthetics
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 tendency 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 synthetics
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.
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.
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 synthetic 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 occurrence, but worth bearing in mind nevertheless.
Flushing oils
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.
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. 'SM' is
the current top grade, which recently replaced 'SL' and '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-
memoir 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
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:
Beware the fake API symbol
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.
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.
Marine Oils.
I sometimes get asked "why are marine engine oils so expensive and why can't I just use regular
motor oil in my marine engine instead?". Well, the National Marine Manufacturers Association
Oil Certification Committee (click here for more info) introduced a four-stroke engine oil test
and standard called the 4T certification. This specification is meant to assist boaters and
manufacturers in identifying four-stroke cycle engine oils that have been specially formulated to
withstand the rigors of marine engine operation. The certification was prompted by the growing
influence of four-stroke engines in the marine market and their unique lubrication demands. So
the simple answer is that regular road-based engine oil products don't contain rust inhibitors and
won't pass the 4T certification. Lakes, waterways and the sea is a lot more aggressive an
environment for an engine to operate around than on land.
Note : the NMMA have long had a similar specification for 2-stroke oils destined for marine use,
called the TC-W3® certification.
This paragraph may seem a little out of place but I have had a lot of problems with a couple of
eBay members (megamanuals and lowhondaprelude) stealing my work, turning it into PDF files
and selling it on eBay. Generally, idiots like this do a copy/paste job so they won't notice this
paragraph here. If you're reading this and you bought this page anywhere other than from my
website at www.carbibles.com, then you have a pirated, copyright-infringing copy. Please send
me an email as I am building a case file against the people doing this. Go to www.carbibles.com
to see the full site and find my contact details. And now, back to the meat of the subject....
Technically, engine oils have shelf lives of four to five years. However, as years pass, unused
engine oils can become obsolete and fail to meet the technical requirements of current engines.
The specs get updated regularly based on new scientific testing procedures and engine
requirements. But this is only really a concern if you've bought a brand new car but have engine
oil you bought for the previous car. An oil that is a number of years old might not be formulated
to meet the requirements set for your newer engine.
If your unopened containers of engine oil are more than three years old, read the labels to make
sure they meet the latest industry standards. If they do meet the current standards, you might
want to take the extra precaution of obtaining oil analysis before using them. An oil analysis will
check for key properties of the oil and ensure that it still meets the original manufacturing specs.
Of course the cost of getting an analysis done on old oil is probably going to outweigh going and buying
fresh stuff. So it's a double-edged sword.
As a general rule, the simpler the oil formulation, the longer the shelf life. The following is a guideline
under protected conditions:
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.....
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 dissolves any nitrates formed during
the combustion process. If my memory of chemistry serves me right, that leaves you with a
mixture of Nitric (HNO3) and Nitrous (HNO2) 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:
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 Dakar in summer is not
the same as an equal number conducted in Fargo in January. The effect in either case will be
modified by how much gas gets past the pistons. What we are really after is the severity and
duration of the initial condensation period. All other things being equal, that will give you how
much condensate will be produced and I would suggest that more than anything else determines
when the oil should be dumped.
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 accumulate 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 changed the oil and filter in
my 1985 Audi Coupe every 5,000 miles. It had done over 150,000 miles when I sold it, wasn't
leaking and didn't consume any oil. If you must have a figure from me, then 5,000 is it.
Dry sumps
When it comes to racing vehicles, wet sumps simply have too many disadvantages. Instead, race
engines typically use a dry sump. As its name implies, the sump of the engine is dry - it never
fills with oil. In a wet-sump system, the sump has to be large enough to accommodate all the oil
from the engine when it is turned off. In a dry sump system, that requirement is gone so the sump
can be much much smaller. (In the image on the right, the right-most sump is representative of a
dry sump). A smaller sump means the engine can be mounted lower down in the vehicle, which
in turn lowers the centre of gravity. So how can this be? Well a dry sump system uses a remote
oil reservoir or tank, and a either a second oil pump, or a single multi-stage pump. In a double
pump system, one oil pump works just like a wet sump - it distributes oil to the top end of the
engine, but it pulls the oil from the reservoir instead of the sump. The second pump scavenges
the oil from the sump and returns it to the reservoir. In a single pump system, one pump is either
a three- or four-stage pump. It has multiple circuits running off the same pump to pressurise the
engine and scavenge oil back from the sump. The advantages of dry sumps for racing become
obvious when you examine the design. The engine can be mounted lower in the chassis because
of the shallow oil pan. The pumps typically don't run off the crank-driven belts so no engine
power is sapped in driving them. The remote tank or reservoir can be pretty much any size you
like and be mounted anywhere in the vehicle (usually low down again for centre of gravity
reasons). There isn't oil sloshing around in the sump so you don't run the risk of bogging down
the crank. For all these reasons, dry sumps are considered to be safer and far more dependable
than their wet counterparts. So if it's that much better, why don't you find this system in
consumer vehicles? Simple. The increased weight, complexity and cost of having larger or more
pumps and a remote reservoir with all the additional high pressure oil lines involved. For a
racing team, this isn't an issue, but for Toyota or Ford, adding that sort of cost and complexity to
their passenger vehicles is just a no-go.
Can I use car engine oil in my motorbike
then?
No you can't. Or at least I wouldn't recommend it....
The real answer to this question lies in the type of motorbike you own. If you own a bike with a
wet clutch (ie. where the clutch sits partially submerged in the sump oil) and you dump car oil
into it, all sorts of nasty things happen. Oils formulated for car engines have friction modifiers in
them. When the engine oil gets into the clutch, the friction modifiers get to work and you'll end
up with a clutch that won't bite. In addition, the chemical makeup of some car oils has been
known to soften the clutch material on motorbikes to the point where the entire clutch pack fails.
Bike oils generally don't have friction modifiers, so they don't have this problem. If you're not
sure, check for a JASO MA spec on the bottle. If you see that on the label, then it means the oil
has been tested and confirmed to work with a wet clutch. Mobil have cautionary information on
exactly this subject on their Motorcycle Oils FAQ page.
The other side of this coin is if you have a dry clutch bike, like some BMWs. In this case, the
clutch is configured similar to a car in that it's never in contact with the engine oil, and if that's
the case, then regular car engine oil might provide all the protection and lubrication you need for
your bike. The issue then becomes a question of the exact formulation of the oil. The additive
packages for car engine oil are typically balanced differently than those for motorbikes with fuel
economy and emission system protection being the higher priorities. Your typical passenger car
doesn't rev to 12,000 rpm either so stuffing normal car engine oil in a motorbike engine that can
run to double or even triple the rpm of a car engine could cause all sorts of problems.
The debate about whether any of this is true is burning in many forums across the internet. One
site in particular casts some doubt on the issue, claiming the only difference between car and
bike oil is the price. I don't subscribe to that theory but in order for you to make your own
decision, here's a link: Testing motorcycle oil.
Nanolubricants
Not something off Star Trek, although it sounds like it. Nanolubricants use the geometrical
properties of miniature particles to provide lubrication. A couple of companies are working on
these new generation lubricants; New York-based Applied Nanomaterials (ApNano) is one of
them. Their R&D lab in the commercial arm of the Weizmann Institute of Science in Israel is
initially developing an onion-type nanostructure, i.e. a multilayered hollow structure of nested
spheres called NanoLubTM. According to the theory of the company's founders, such a structure
can replace lubricants, because it works like a box moving along a near infinite layer of super-
miniaturized ball bearings. They claim that respected institutes worldwide have proved that
powder made from these nanostructures is six to ten times more effective than regular lubricants.
In their case, the nanospheres are built from tungsten disulfide (WS2). The layers slide past each
other, reducing friction, while the hollow cores provide flexibility. Applied Nanomaterials claims
the materials can withstand immense pressures. The material acts as a kind of solid ball bearing
between the metal layers, rather like the wheels of a tank tread. In addition, the nanostructures
insert themselves within each metal layer, while other nanostructures slide over them, creating a
smooth layer at the molecular level.
The idea is that unlike oil, the nanolubricant never wears down; it is permanent and requires no
maintenance. Theoretically, a nanolubricant can be used for various friction reducing
applications, such as on the outer coating of ships and planes to reduce water and air friction,
respectively. If you're that way inclined, think of what it could do to the sex toy industry....
The powder will eventually stand on its own as a lubricant, however Applied Nanomaterials
realizes that recognition of the technology requires collaboration with lubricant manufacturers as
an additive to existing lubricants. The problem of course is that if this lubricant never needs
changing, anyone who decides to mass manufacture and market it is going to lose a chunk of
revenue - once you dump it in your engine, you never buy any more. Great for you and me, bad
business model for the company who dares to market it.
Applied Nanomaterials competitors are developing similar materials, but based on nested carbon
nanotube structures that over time tend to disintegrate under friction from the materials they
lubricate.
Don't expect to see NanoLubTM on the shelves just yet though. It can take a day to manufacture
just 750g of the stuff.
An alternative to engine additives: pre-
pressurisation
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. Another site sells a similar product - PreLuber.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 e-mailed 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 but their website has vanished so I
don't have a good link for them now.
A reader contacted me about using pre-oilers on classic vehicles. Here's what he had to say:
"I use the MOROSO Accumulater 2 which is a pistonless upright bottle type. I researched these
after experiencing oil pressure drops of 20psi on uphill right hand corners at speed. The Moroso
2 cured it right away. I plumbed it directly into where the oil sender went and used a tee for the
oil light sender. I have a ½" ball valve at the bottle I use but intend to rig a choke cable to use it
from inside the car. Electric solenoid valves are available too. To do an oil change the factory
fitted tire valve is pumped with 20psi of air and the tap opened, old oil is then fully pushed out
into the sump via the oil feeds.
The car if used for racing etc is driven with the ball valve open, any drop in oil pressure is taken
over by the accumulater until the oil pump pick up is covered again. I also use the oiler to lube
the engine (Ford V8) by turning the valve with the engine off, the oil pressure goes up to about
20-30psi (you can hear it gurgle in the rocker covers!). After 10-15 seconds I then start the
engine. You turn the valve off with the engine running to trap oil for the next start up.Racers run
these on engines that can be "claimed" after a race as if the engine had a high doller sump pan
they would lose it with the engine. The Accumulater works better than any trap door or baffled
sump if you spin backwards off a track too!"
There are further writeups of this particular installation available at the MKIII Zephyr V8 site
and at StockCarRacing.com.
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
aluminium 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.
This is an exploded view of a typical spin-on oil filter used in automotive applications. I've
sliced the filter element (the brownish-yellow part) so you can see the internal structure of the
filter). Typically the engine oil enters through the ring of 5 or 6 holes in the base and into the
main cannister. From there it is forced inwards through the filter element, through the drain
holes in the central core and out through the central, threaded hole in the base.
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.
Bigger filter = more "dead" space = more oil. Remember you'd need to add more oil to
the engine to keep the oil level at the correct mark on the dipstick. This isn't necessarily a
bad thing - more oil doing the same job theoretically means less stress on the oil.
Oil may take a little longer to circulate around the engine after startup, as the pump may
have to fill up the larger capacity oil filter. With modern filters this ought not to be a
problem though because all but the cheapest filters have backflow preventers which keep
oil in the filter when the engine is off.
Availability of filters and fouling. If you put a larger filter on it might foul something else
in the engine bay. That is if you can find a larger filter to start with. The rule of thumb is
to go to a motor factors shop, and find the oil filter that was designed for your engine
.Then look through the myriad of larger oil filter boxes for a bigger filter that has the
same screw thread and sealing ring diameter. Nowadays most spin-on filters have a
20mm screw thread so that's not going to be the hard part. Finding the same sealing ring
diameter is the thing to be careful of. And don't ask the people at the parts counter.
Because of liability issues, they're unlikely to sell you anything other than exact filter for
your make and model of vehicle.
A Practical example of the proper procedures
saving an engine.
I started these pages back in 1994 and have been adding to them ever since. I've always followed
my own advice and in 2005, it paid off big time. I'll tell this in the past tense because it'll get lost
in the page and I'll forget to update it when I change motorbikes.
So I owned a 2001 BMW R1150GS motorbike. I bought it pre-owned from my local dealer who
assured me it had been through the workshops as part of the "standard procedure" of them taking
a bike in and re-selling it. For 2 years I'd been riding it with horrible engine noise and engine
detonation (pre-ignition). Every time I took it back to the dealer, they were adamant there was
nothing wrong with the engine, and that "they all do that". Not believing them, I finally found an
independent BMW specialist who took the engine apart for me. It turned out the BMW
dealership had lied - the bike had never been in their service department. This was evidenced by
the fact that the cylinders had sand in them. The dealership had never bothered to check the bike
and wouldn't believe my complaints about the noisy engine. The independent mechanic fixed it
all up for me - an $1100 repair bill that involved basically stripping down the entire engine,
honing the cylinder barrels, putting in new piston rings, cleaning the pistons, barrels, heads,
throttle and airbox, flushing and cleaning the whole thing and putting it all back together. The
point is that during the two years I'd been riding it with sand in the engine, I'd been religiously
topping up the oil and changing the filter. It's a testament to BMW engineering that the engine
ran without seizing up, but it's also a testament to paying attention to your oil changes. If I'd let it
slide, or not done the filter, that engine would not have been a rebuild - it would have been a far
more costly brand new engine.
1. Start your engine and run it for a couple of minutes to get some heat into the oil
2. 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.
3. Take the dipstick out or loosen it off and break the seal where it plugs into the engine
dipstick tube. This prevents a vacuum building up behind the oil when you start to drain
it.
4. 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.
5. 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.
6. 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.
7. 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.
8. 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. Apart from that, some cars have aluminium inserts that protrude
out of the engine block into the body of the filter, so firing a screw driver into the filter
near its base (the strongest part) may shear that aluminium bit off the engine block. That
Would Be Bad.
Once the filter is finger-loose, spin it off by hand. (these things below are filter removers)
9. 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.
10. 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.
11. 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.
12. 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....
13. 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.
14. 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.
15. 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. (Note : you might want to
pull out the fuel pump fuse too - if you crank the engine without it starting, it will still be
pumping fuel - that could cause a backfire or damage the catalyst). 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.
16. Replace the high tension lead (and fuel pump fuse) 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 fan
blades, belts, human hair, clothes, fingers and the odd dodgy auto-gearbox that will slip
into "D" and run you over.
17. 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.
One reader suggested and additional step before (9) above. When he changes his filter, he fills
the new one up with clean oil and waits for it to soak into the filter itself. Once he's satisfied that
the filter is soaked, he pours the excess oil out of the filter and then screws it on to the engine.
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.
You've changed your engine oil.
Using oil extractors
There's another way of getting the oil out of your car's engine during an oil change - oil
extractors. The typical extractor uses a vacuum mechanism either generated by you pumping a
handle to build up a vacuum in the reservoir, or by a powered vacuum pump. The example on the
right is a manual style. Basically you pump the handle to build up a vacuum, then poke the
extractor hose into the oil and let her rip.
Extractors are a convenience item designed to eliminate the need to get your vehicle up on a
ramp, or for you to crawl under it and deal with the drain plug. The only problem with an
extractor is that you can never be 100% guaranteed that you get all the oil out. For it to work
best, the suction hose needs to be in the lowest point of the sump pan, where the drain bolt is.
The problem is that first of all, the sump isn't transparent, so you can't tell where the suction hose
really is. (Remember you'll be feeding it in through dipstick tube). Second, a lot of sumps have
anti-slosh baffles in them both horizontally and vertically. If you don't get the extractor pipe
through one of the baffle holes, you'll be leaving the entire sump's-worth of oil in there. Third,
and finally, any congealed oil, clogs or clumps of sludge will likely get stuck in the extractor
hose causing a blockage. That would mean taking the hose out, cleaning out the blockage, then
feeding it back in again which subjects you to the initial two problems all over again.
Oil extractors are more commonly used for getting oil out of smaller engines like lawnmowers.
I've never used one in a car engine but because of the problems mentioned above, I can't imagine
it would be especially efficient. Having said that, the Smart car has no sump drain so the only
way to get oil out of those things in a service is to use an extractor.