A Comparative Investigation of Filter Performance Under Laboratory and Field Conditions

The Standard Multipass (Beta) Filter Method (ISO 4572) has been a highly recognized and widely accepted test throughout industry since its introduction in the early 1970's. In the past decade, the Beta Method has indeed made a major contribution in assisting users in selecting filters to meet system design requirements. However, many complaints have been voiced by users that filters normally produce a lower particle removal efficiency under field applications than they do during laboratory tests. Research results from work carried out at the Fluid Power Research Center at Oklahoma State University indicate that the degradation of the filtration (Beta) ratio in service depends mainly on the filter's retentivity characteristic.

This paper highlights the theoretical basis of the Epsilon Rating Method and the concept of retentivity. Most important, the paper uses these concepts to correlate filter performance between laboratory tests and field operation. Field operation is simulated using different particle ingression levels. In addition, cases presenting the bypass leakage effect and pressure-flow surge effect are also discussed.