CONTACT DETAILS

Tan Delta Systems Ltd

1 Carrera Court
Church Road
Dinnington
Sheffield
UK
S25 2RG

Tel: +44 (0)845 094 8710

[email protected]

BUSINESS HOURS
Monday to Friday: 8:30am to 5:30pm
GMT. Support email monitored seven
days per week.

CONFIGURATION &
DATA MANAGEMENT
SOFTWARE USER GUIDE
Issue 1
For CADS Version 4.2
Table of Contents
1 Introduction ................................................................... 3
2 Measuring Oil Quality ........................................................ 4
2.1 Tan Delta Number ............................................................................. 4
2.2 Loss Factor ..................................................................................... 4
2.3 Oil Quality Index .............................................................................. 4
3 Set Up .......................................................................... 5
4 Operation ...................................................................... 7
4.1 OQSxG2 Configuration ........................................................................ 7
4.1.1 Connect OQSxG2 ...................................................................... 7
4.1.2 Select Sensor .......................................................................... 7
4.1.3 Communications Settings ............................................................ 8
4.1.4 Advanced Settings..................................................................... 8
4.1.5 Oil Configuration ...................................................................... 9
4.2 Oil Database .................................................................................. 10
4.3 Default Warning/Alarm Settings ........................................................... 10
4.3.1 OQDe and OQDp ...................................................................... 10
4.4 OQDe Configuration .......................................................................... 10
4.4.1 Connect OQDe ........................................................................ 10
4.4.2 Select Device ......................................................................... 11
4.4.3 Configuration Options ............................................................... 11
4.4.4 Write Settings......................................................................... 13
4.5 OQDp Configuration .......................................................................... 14
4.5.1 Default Settings ...................................................................... 14
4.5.2 OQDp Custom Settings ............................................................... 15
4.5.3 Rate of Change (RoC) Time Period ................................................ 15
4.6 Live Readings ................................................................................. 16
4.6.1 Take Readings ........................................................................ 16
4.6.2 Cleaning ............................................................................... 17
4.7 Data Download................................................................................ 17
4.7.1 OQDe ................................................................................... 17
4.8 Data Graphing ................................................................................ 18
5 Appendix ...................................................................... 19
5.1 Oil Condition Conversion Chart............................................................. 19
5.2 Oil Temperature Analog Output............................................................ 20

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Figures
Figure 1 Tan Delta OQSxG2.................................................................................. 3
Figure 2 Tan Delta OQDe .................................................................................... 3
Figure 3 Tan Delta OQDp .................................................................................... 3
Figure 4 Driver Update ....................................................................................... 5
Figure 5 CADS Home Screen ................................................................................. 6
Figure 6 Setting up the OQSxG2 for configuration ....................................................... 7
Figure 7 Search Screen ....................................................................................... 7
Figure 8 Communication Options .......................................................................... 8
Figure 9 Advanced Settings ................................................................................. 8
Figure 10 Oil Selector ........................................................................................ 9
Figure 11 Default Warning/Alarms ....................................................................... 10
Figure 12 Search Screen ................................................................................... 11
Figure 13 OQDe Configuration Screen ................................................................... 11
Figure 14 OQDe Custom Configuration Options......................................................... 12
Figure 15 OQD Professional Configuration Screen ..................................................... 14
Figure 16 OQDp Configuration Options .................................................................. 15
Figure 17 Live Readings Screen ........................................................................... 16
Figure 18 CADS Data Download ........................................................................... 17
Figure 19 CADS Graph ...................................................................................... 18

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1 Introduction
The Tan Delta Configuration and Data Software (CADS) is used to configure our core products,
the Oil Condition Sensor (OQSxG2), Oil Quality Display Express (OQDe) and Oil Quality Display
Professional (OQDp). These products have a range of configurable parameters, allowing you to
create a bespoke system for virtually any application.

Figure 1 Tan Delta OQSxG2

Figure 2 Tan Delta OQDe

Figure 3 Tan Delta OQDp

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2 Measuring Oil Quality
There are a number of ways to describe oil wear and oil condition. The Tan Delta system offers
three methods:

Tan Delta Number

Loss Factor Percentage
Oil Quality Index

NOTE: We introduced the concept of the Oil Quality Index (OQI) to create a common
language for describing overall oil wear and oil condition. It makes it easier to monitor,
quantify and trend oil condition and it can be combined with other methods such as ISO
cleanliness levels and laboratory test results. However, we recommend that new users
adopt the TDN scale as it is more intuitive.

2.1 Tan Delta Number

The Tan Delta OQSxG2 measures the Loss Factor Percentage of oil (see below). The OQDe
converts this into a Tan Delta Number (TDN) which is a scale running from 1200 (upper limit) to
0 (lower limit). New oil will have a value of approximately 0900 and the number will fall as the
oil condition deteriorates. You can set warning and alarm levels anywhere on this scale.

When new, the Clean Point for most oils will generally be between 0950 and 0850 on the TDN
scale. The actual value will depend on several factors but most importantly how pure the base
stock is and what additive packages have been included. During use, as the oil deteriorates,
TDN value will decrease.

Oil wear is not linear, it tends to follow an exponential curve, therefore any initial change in
wear and/or contamination will tend to be slow, however, as the wear and/or contamination
increases, the rate at which the oil degrades will increase.

NOTE: The TDN does not start at 1000 for a new, clean oil, as some oils can be improved by
using sophisticated on-line or off-line filtration. An oil can also improve on the TDN scale,
as well as deteriorate.

2.2 Loss Factor

A clean oil has a Loss Factor Percentage of approximately 0% and then as the oil changes and
degrades this Loss Factor Percentage increases. For most applications, oil would be considered
to be degraded at a Loss Factor Percentage of 25% and at the “end of life” at a Loss Factor
Percentage of 30% or above.

2.3 Oil Quality Index

The OQI measurement scale (-2 to +21) offers a ‘traffic light’ view of oil quality. There is a
green section (1-13), an amber section (14-17) and a red section (18-20) to mark OK, Warning
and Alarm thresholds respectively. This is an older scale which has been mostly phased out,
inclusion in this guide is for legacy customers.

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3 Set Up
To install the software:

Connect the memory stick supplied with your Tan Delta product to a USB port on your
PC or laptop. Allow the PC/laptop to automatically update drivers, if needed.
When prompted, select Open folder to view files.
Double click the setup file and follow the instructions in the setup wizard.
When prompted, click on Install.
The first time you launch CADS you will be prompted to install the latest drivers for the
Configuration cable. Select yes and follow the instructions in the set-up wizard.

Figure 4 Driver Update

You will also be prompted to select some basic set-up parameters, for oil temperature
(Celsius or Fahrenheit) and condition (Tan Delta Number, Loss Factor, Oil Quality Index
– See section 2 for more details).

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 When installation is complete, CADS is displayed as in Figure 5

Figure 5 CADS Home Screen

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4 Operation
4.1 OQSxG2 Configuration

4.1.1 Connect OQSxG2

First you must select ‘Configure Oil Quality Sensor’ from the Home Screen. Next, connect the
OQSxG2 to your computer using the configuration cable included with the sensor as shown in
Figure 6.

NOTE: If sensors are configured to Modbus/Canbus, you must open the software first, and
then connect the sensor.

Figure 6 Setting up the OQSxG2 for configuration

4.1.2 Select Sensor

You will now see a list of all connected devices, identified by serial number. Select the
required device.

Click the arrow to proceed.

Figure 7 Search Screen

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4.1.3 Communications Settings
You will have a list of options for the device you want to connect the sensor to:

Figure 8 Communication Options

Oil Quality Display Express – This sets the sensor to use our proprietary RS485
communications protocol.
Oil Quality Display Professional – This sets the sensor to CANbus, please ensure sensors
are correctly numbered from 1-4 (OQD Professional) or 1-10 (OQT Gateway) and
uniquely named (1-7 characters).
Oil Quality Telemetry Gateway – This sets the sensor to CANbus for use with our
modem/router. Ensure sensors are uniquely numbered from 1-10.
Custom Communications Settings – Allows you to select custom node ID and bit rate for
RS485, CANbus, J1939, Modbus.

Note: CANbus Self Starting allows the sensor to power up straight into Operational mode
and begin sending Process Data Object (PDO) responses without validation from a CANopen
master so the sensor can be used on systems without a full CANopen master.

4.1.4 Advanced Settings

If you have a version 3 sensor, an extra setting is available from the sensor config page –
advanced settings. Clicking this link will show the following settings:

Figure 9 Advanced Settings

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This function uses hysteresis to reduce the noise caused by changes in the oil such as
temperature. In order for the algorithms to settle the sensor must go through at least one
‘thermal cycle’ of the application, this just means running the machine from standby until it
reaches its highest normal operating temperature.

We recommend you start with the filter disabled and run the sensor in-situ for a few weeks
(definitely over a few thermal cycles of the application). If the data is relatively smooth leave
the smoothing disabled, if not, enable the smoothing.

Note: If you are using the sensor with the OQDp you must set the Node ID, numbered 1-4.
For use with OQTg, Node ID must be set, numbered 1-10.

Once your required settings are selected, use the arrow to navigate to the next page.

4.1.5 Oil Configuration

This page allows you to select any oil from our database. The boxes at the top of each column
allow you to either search or filter the database with the drop-down menu or by typing directly
into the box.

If the oil you require is not in the database, please contact [email protected] for
assistance.

Figure 10 Oil Selector

Once your required oil profile is selected, use the arrow to proceed. A pop-up message will
request confirmation that new settings should be sent to the sensor. Once confirmed, the
settings will be written to the sensor.

Note: Do not disconnect sensor until CADS has displayed confirmation that the
configuration has been successful.

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4.2 Oil Database
The oil database contains configuration profiles for different oils which can be programmed
into any sensor. The software comes pre-loaded with the latest version and will automatically
update periodically with the new oils we have added. If you have requested for a specific oil to
be profiled, you may have been sent the database which will need to be loaded into the
software manually.

From the home screen click the cog icon ‘Application Settings’ to bring up the settings
menu and select ‘Update From File’.
Select ‘OilDb.oils’ from file location and select ‘Save’.

Note: At this point you can also select temperature (°C/°F) and oil condition units (Tan
Delta Number/Loss Factor/Oil Quality Index)

4.3 Default Warning/Alarm Settings

4.3.1 OQDe and OQDp

To make configuration simple for the OQDe and OQDp display units we have default warning
and alarm settings for the four most common applications. You can select from these options
when configuring the devices with CADS, or alternatively can choose your own custom settings
as described in the following sections of the manual.

Diesel Gas Engine Hydraulics Compressor Gearbox

Engine
Low 400 TDN 760 TDN 760 TDN 650 TDN 700 TDN
Warning
Low 300 TDN 660 TDN 660 TDN 600 TDN 500 TDN
Alarm
High 1060 TDN 1060 TDN 1000 TDN 1000 TDN 1000 TDN
Warning
High 1140 TDN 1140 TDN 1060 TDN 1050 TDN 1100 TDN
Alarm

Figure 11 Default Warning/Alarms

4.4 OQDe Configuration

4.4.1 Connect OQDe

First you must select ‘Configure Oil Quality Display Express’ from the Home Screen. Next,
connect the OQDe to your computer using the configuration cable.

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4.4.2 Select Device
You will now see a list of all connected devices, identified by serial number. Select the
required device.

Click the arrow to proceed.

Figure 12 Search Screen

4.4.3 Configuration Options

This section describes the various options presented on the OQDe configuration screen. For
further information about the oil condition modes please see section 4.3.

Figure 13 OQDe Configuration Screen

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4.4.3.1 Date and Time
Set the time for the display. This is used to time-stamp log files. You can set the time manually
or take the setting from the connected PC or laptop.

4.4.3.2 Default Settings

If applicable, select the correct option from the list of default applications. These settings will
generally be correct for most instances of the given application, however every application is
unique and some adjustments may help optimise the system. We can consult with you over the
weeks/months after installation to ensure the system is configured perfectly to reflect your
environmental and operational parameters.

See Section 4.3 Default Warning/Alarm Settings for more details.

4.4.3.3 Custom Settings

If the default settings are not suitable for your application, you can select other/custom
application. This will display the configurable warning/alarm levels as shown below.

Figure 14 OQDe Custom Configuration Options

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These warning and alarm level settings determine when the status will show, green, amber and
red. You can set upper and lower limits for oil condition, temperature and rate of change.
These warning and alarm levels are optional settings and you can set the levels according to
your specifications. The correct levels will depend on your objectives and application, in order
to create a bespoke solution we would recommend logging data for one oil change cycle or six
to eight weeks and then sending the data to [email protected] so we can advise
you.

4.4.3.4 Rate of Change (RoC) Time Period

The RoC feature will display the amount of condition change that has occurred over a given
time period. This can help identify accelerated oil condition change due to contamination or
the increased oil change as oil nears end of life. The available time periods are:

1 day
7 days
30 days
If you are unsure which time period will be most suitable for your application and objectives
please contact [email protected] for assistance.

NOTE. This reading is only relevant when the system is undisturbed. For example, after an
oil change, a positive condition change will be taken into account for the next RoC period.
Events such as cleaning may also cause large changes in the RoC reading.

4.4.3.5 Bluetooth
If you want to use the OQDe in conjunction with the Tan Delta OQD Express app, please select
‘Yes’.

The app is available to download from the Google Play store and allows you to pair a smart
phone or tablet with the OQDe and view live data or download a data sample.

4.4.4 Write Settings

Once your required settings are selected, use the arrow to proceed. A pop-up message will
request confirmation that new settings should be sent to the device. Once confirmed, the
settings will be written to the device.

Note: Do not disconnect device until CADS has displayed confirmation that the
configuration has been successful.

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4.5 OQDp Configuration

4.5.1 Default Settings

Click on the OQD Professional Configuration button to bring up the screen in Figure 15.

Figure 15 OQD Professional Configuration Screen

Use the buttons at the top to select the different sensors and if applicable, select the correct
option from the list of default applications. These settings will generally be correct for most
instances of the given application; however, every application is unique, and some adjustments
may help optimise the system. We can consult with you over the weeks/months after
installation to ensure the system is configured perfectly to reflect your environmental and
operational parameters.

See Section 4.3 Default Warning/Alarm Settings for more details.

Once settings are correct for all sensors, click the save button in the top right to save the
configuration file to the USB ensuring it is in the top level of the folder hierarchy.

You can now connect the USB memory stick to the OQDp via the USB port on the configuration
cable and upload the settings.

Note: Ensure the USB device being used but does not contain any OQDp firmware as this
will automatically re-flash the device.

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4.5.2 OQDp Custom Settings
If the default settings are not suitable for your application, you can select other/custom
application. This will display the configurable warning/alarm levels as shown below.

Figure 16 OQDp Configuration Options

These warning and alarm level settings determine when the status will show, green, amber and
red. You can set upper and lower limits for oil condition, temperature and rate of change.
These warning and alarms levels are optional settings and you can set the levels according to
your specifications. The correct levels will depend on your objectives and application, in order
to create a bespoke solution we would recommend logging data for one oil change cycle or six
to eight weeks and then sending the data to [email protected] so we can advise
you.

4.5.3 Rate of Change (RoC) Time Period

The RoC feature will display the amount of condition change that has occurred over a given
time period. This can help identify accelerated oil condition change due to contamination or
the increased oil change as oil nears end of life. The available time periods are:

1 day
7 days
30 days
If you are unsure which time period will be most suitable for your application and objectives
please contact [email protected] for assistance.

NOTE. This reading is only relevant when the system is undisturbed. For example, after an
oil change, a positive condition change will be taken into account for the next Rate of
Change period. Events such as cleaning may also cause large changes in the Rate of Change
reading.

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Once settings are correct for all sensors, click the save button in the top right to save the
configuration file to the USB ensuring it is in the top level of the folder hierarchy.

You can now connect the USB memory stick to the OQDp via the USB port on the configuration
cable and upload the settings.

Note: Ensure the USB device being used but does not contain any OQDp firmware as this
will automatically re-flash the device.

4.6 Live Readings

4.6.1 Take Readings

Once on the live readings screen, as shown below, you need to select the required polling
frequency, from 00:02 to 05:00. The correct frequency will generally depend on how long you
intend to log data.

Figure 17 Live Readings Screen

To begin taking readings, simply click the ‘Start’ button. The readings will then begin to log
and can be displayed in a ‘Graph’ or ‘Data’ view using the 2 tabs.

We recommend waiting approx. 1 minute for the readings to stabilize and discarding any data
before this point.

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Once you are happy the data is reliable and consistent you can save the data by clicking the
save icon in in top right corner. See the data graphing section below for how to view these log
files in CADS.

4.6.2 Cleaning
If using the Live Readings function to compare different oil samples, please follow our OQSxG2
Cleaning Procedure between each sample. Please email [email protected] if you
require a copy of the OQSxG2 Cleaning Procedure.

4.7 Data Download

4.7.1 OQDe
From the home screen, select the ‘Download Data from Oil Quality Display Express’ option.

Once in the search screen, connect the OQDe with the configuration cable, select the correct
device and click the arrow to proceed.

When prompted, select ‘Download Datalogs’

Figure 18 CADS Data Download

As shown in Figure 18, the data being downloaded is displayed in a graph and you can stop the
download at any point using the button in the bottom right corner.

Once the download is complete, click the Save icon and save to your chosen file location.

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4.8 Data Graphing
CADS can be used to graph a log file from CADS, OQDe or OQDp and show oil condition and
temperature trends over time.

From the CADS home screen click ‘View Datalog File’ and select the .tsv file you wish to view.

Once graph is plotted you can view the Oil Condition and Oil Temperature data, plotted over
time.

Figure 19 CADS Graph

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5 Appendix
5.1 Oil Condition Conversion Chart
Oil condition is output as a Loss Factor Percentage and the output is linearly scaled between
-20% (4mA) and +60% (20mA). The Loss Factor Percentage can easily be converted to the OQI
scale using the following table.
4-20mA Loss Factor TDN Alarm Setting 4-20mA Loss Factor TDN Alarm Setting
<4 12 mA 020.0 % 0500 TDN
4 mA -20.0 % 1200 TDN 021.0 % 0480 TDN
-19.0 % 1200 TDN 022.0 % 0460 TDN
-18.0 % 1200 TDN 023.0 % 0440 TDN
-17.0 % 1200 TDN 024.0 % 0420 TDN Low Warning
-16.0 % 1200 TDN 13 mA 025.0 % 0400 TDN
5 mA -15.0 % 1200 TDN 026.0 % 0380 TDN
-14.0 % 1180 TDN 027.0 % 0360 TDN
-13.0 % 1160 TDN 028.0 % 0340 TDN
-12.0 % 1140 TDN High Alarm 029.0 % 0320 TDN Low Alarm
-11.0 % 1120 TDN 14 mA 030.0 % 0300 TDN
6 mA -10.0 % 1100 TDN 031.0 % 0280 TDN
-09.0 % 1080 TDN 032.0 % 0260 TDN
-08.0 % 1060 TDN High Warning 033.0 % 0240 TDN
-07.0 % 1040 TDN 034.0 % 0220 TDN
-06.0 % 1020 TDN 15 mA 035.0 % 0200 TDN
7 mA -05.0 % 1000 TDN 036.0 % 0180 TDN
-04.0 % 0980 TDN 037.0 % 0160 TDN
-03.0 % 0960 TDN 038.0 % 0140 TDN
-02.0 % 0940 TDN 039.0 % 0120 TDN
-01.0 % 0920 TDN 16 mA 040.0 % 0100 TDN
8 mA 000.0 % 0900 TDN 041.0 % 0080 TDN
001.0 % 0880 TDN 042.0 % 0060 TDN
002.0 % 0860 TDN 043.0 % 0040 TDN
003.0 % 0840 TDN 044.0 % 0020 TDN
004.0 % 0820 TDN 17 mA 045.0 % 0000 TDN
9 mA 005.0 % 0800 TDN 046.0 % 0000 TDN
006.0 % 0780 TDN 047.0 % 0000 TDN
007.0 % 0760 TDN 048.0 % 0000 TDN
008.0 % 0740 TDN 049.0 % 0000 TDN
009.0 % 0720 TDN 18 mA 050.0 % 0000 TDN
10 mA 010.0 % 0700 TDN 051.0 % 0000 TDN
011.0 % 0680 TDN 052.0 % 0000 TDN
012.0 % 0660 TDN 053.0 % 0000 TDN
013.0 % 0640 TDN 054.0 % 0000 TDN
014.0 % 0620 TDN 19 mA 055.0 % 0000 TDN
11 mA 015.0 % 0600 TDN 056.0 % 0000 TDN
016.0 % 0580 TDN 057.0 % 0000 TDN
017.0 % 0560 TDN 058.0 % 0000 TDN
018.0 % 0540 TDN 059.0 % 0000 TDN
019.0 % 0520 TDN 20 mA 060.0 % 0000 TDN

Number Ranges Upper Lower Granularity Number Format

Loss Factor 060.0 -20.0 0.1 Loss Factor = Always 4 characters (including -) to 1
TDN %
1200 %
0000 10 decimal
TDN place 4 digits
= Always
TDN TDN Conversion
4-20mA to Loss Factor = (mA - 4) * 5 - 20
4-20mA to TDN = (mA -17) * -100

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5.2 Oil Temperature Analog Output
The table below shows how the oil temperature output (4-20mA) converts to temperature.

OQS Output Temperature Conversion

4.20mA value °C °F
min max min max min max
20 130 266
19.5 19.99 125 129 257 264.2
19 19.49 120 124 248 255.2
18.5 18.99 115 119 239 246.2
18 18.49 110 114 230 237.2
17.5 17.99 105 109 221 228.2
17 17.49 100 104 212 219.2
16.5 16.99 95 99 203 210.2
16 16.49 90 94 194 201.2
15.5 15.99 85 89 185 192.2
15 15.49 80 84 176 183.2
14.5 14.99 75 79 167 174.2
14 14.49 70 74 158 165.2
13.5 13.99 65 69 149 156.2
13 13.49 60 64 140 147.2
12.5 12.99 55 59 131 138.2
12 12.49 50 54 122 129.2
11.5 11.99 45 49 113 120.2
11 11.49 40 44 104 111.2
10.5 10.99 35 39 95 102.2
10 10.49 30 34 86 93.2
9.5 9.99 25 29 77 84.2
9 9.49 20 24 68 75.2
8.5 8.99 15 19 59 66.2
8 8.49 10 14 50 57.2
7.5 7.99 5 9 41 48.2
7 7.49 0 4 32 39.2
6.5 6.99 -5 -1 23 30.2
6 6.49 -10 -6 14 21.2
5.5 5.99 -15 -11 5 12.2
5 5.49 -20 -16 -4 3.2
4.5 4.99 -25 -21 -13 -5.8
4 4.49 -30 -26 -22 -14.8
<4 Fault

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