Industrial Refrigeration – Oil Loss in Refrigeration Screw Compressors

Refrigeration screw compressors
Key Takeaways
  • Oil Loss Myth: Regular oil top-offs in modern screw compressors indicate a problem, not normal maintenance – properly functioning systems can run for years without adding oil
  • Coalescing Filter Installation: Incorrect installation of coalescing filters is the most common cause of gradual oil loss in screw compressor packages
  • Oil Level Management: Maintain oil between sight glasses, not at the top – overfilling can damage coalescing filters and accelerate oil migration
  • Check Valve Failures: Faulty suction, discharge, or economizer check valves are primary culprits for sudden oil loss events
  • System Diagnostics: Oil loss patterns (sudden vs. gradual, location of loss) provide critical clues for troubleshooting the root cause

The Great Oil Loss Debate in Industrial Refrigeration

During a recent conversation with industry peers, a heated debate emerged about oil loss in screw compressors. Several experienced technicians insisted that topping off oil charges every few months was simply “routine maintenance” for refrigeration facilities. This widespread belief deserves a closer examination.

As someone who’s spent decades servicing industrial refrigeration systems, I’ve encountered countless misconceptions about oil loss in screw compressors. Let me share what I’ve learned through hard-won experience and extensive training.

Refrigeration screw compressors (2)

Breaking Down Common Misconceptions

Throughout my career in industrial refrigeration service and facility operations, I’ve heard every theory about oil loss and migration. The most persistent myth? That regular oil replenishment is just part of the job.

This misconception often traces back to technicians trained during the “Vilter” or “Fuller” era. If you’ve been in the industry long enough, you remember these workhorses. They bypassed substantial amounts of oil annually – it was simply the “nature of the beast.” But that was then, and modern screw compressor technology has evolved dramatically.

The Evolution of Compressor Technology

The introduction of twin rotary screw compressors marked a turning point in our industry. These massive, efficient machines featured large separators and promised better performance. Yet despite extensive training programs (quality varying wildly by employer), one critical topic remained overlooked: oil usage efficiency and coalescing filter performance.

Understanding how refrigerant works in modern systems helps explain why today’s compressors are so much more efficient at oil retention than their predecessors.

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The Truth About Coalescing Filter Efficiency

Here’s what many technicians don’t realize: properly installed coalescing filters are remarkably efficient. I’ve maintained compressors that ran for years without requiring additional oil. Research indicates that high-quality filters pass only a couple of tablespoons of oil annually, depending on their efficiency rating.

After investigating numerous gradual oil loss cases, one issue emerges repeatedly: incorrect coalescing filter installation. This single factor accounts for more oil loss problems than almost any other cause.

Oil separator example from Bitzer

Additional Causes of Gradual Oil Loss

Oil Return Valve Adjustment

Your oil return valve setting can significantly impact oil retention. The amount of oil “smoke” passing through coalescing filters varies with load conditions and vapor velocities. As operating conditions change, you might notice increased oil accumulation on the coalescing side of your separator. I’ve resolved this issue multiple times with a simple quarter-turn adjustment to the oil return valve.

The Overfilling Problem

Another widespread issue stems from overfilling during oil changes or top-offs. Frick’s recommendation is clear: maintain the operating level between the two sight glasses. During an oil change or top-off, add oil only until it first appears in the top sight glass.

Why does this matter? Overfilling causes oil to spill into the cavity between the oil separator and coalescing filter wall. This excess oil shortens filter life dramatically. As we know from proper system evacuation procedures, any liquid entering a coalescing filter can damage it or cause complete failure, depending on the volume. Repeatedly filling your separator to the top of the sight glass essentially forces oil into the coalescers, guaranteeing premature failure.

Troubleshooting Sudden and Continuous Oil Loss

Sudden Oil Loss Through the Suction Port

Failed Suction Check Valve: When the suction check doesn’t hold, the compressor backspins during shutdown. Oil travels up the suction line and dumps into the system.

  • Diagnostic Sign: Watch for coupling rotating backwards
  • Solution: Repair or replace check valve

Excessive Suction Check Bypass: If the bypass line is opened too far, oil can migrate during normal operation.

Continuous Oil Loss Through the Economizer Port

This commonly results from a failing economizer check valve. Oil migrates between compressors, creating an imbalance in the system. The solution involves repairing the existing check valve or upgrading to a more reliable piston-style check valve. Understanding expansion valve operation helps diagnose related system issues that might contribute to this problem.

Continuous Oil Loss Through the Discharge Port

Coalescing Element Failures: This represents the most common cause of discharge port oil loss. Oil reaches the condensers and circulates throughout the system.

  • Worn or faulty coalescing elements require immediate replacement
  • Loose elements indicate incorrect installation
  • Verify the bulkhead isn’t a blank plate; check all gaskets for leaks

Oil Foaming Issues: When oil foams, it carries out through the discharge in foam form.

  • Wrong oil type for the application
  • Mixed oil types in the compressor
  • Improperly adjusted liquid injection
  • Oil level maintained too high – lower to proper operating level

Operating Conditions That Cause Oil Loss

Several operating conditions can trigger continuous or sudden oil loss:

Pressure-Related Issues:

  • Insufficient differential pressure causes excessive velocity across the separator
  • Discharge pressure below original design specifications creates excessive vapor velocity in the separator
  • Sudden discharge pressure drops trigger oil foaming

System Contamination:

  • Liquid carryover or slugging fouls the coalescing filters
  • Understanding proper condenser operation helps prevent liquid carryover issues

Oil Return Malfunctions:

  • Coalescing oil return valve closed
  • Oil return valve or line plugged with debris

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Best Practices for Oil Management

Based on my field experience and extensive research, here are essential practices for maintaining proper oil levels:

  1. Regular Monitoring: Check oil levels weekly, but resist the urge to top off unless genuinely needed
  2. Proper Installation: Ensure coalescing filters are installed correctly with proper torque specifications
  3. System Documentation: Track oil additions to identify patterns indicating underlying issues
  4. Preventive Maintenance: Regular refrigerant hose seal replacement prevents system contamination that can affect oil quality

Conclusion

While I haven’t covered every possible cause of oil loss, I’ve focused on the most common misconceptions I’ve encountered throughout my career. Modern screw compressor packages, when properly maintained, shouldn’t require frequent oil additions. If you’re regularly topping off oil, you have an underlying problem that needs diagnosis and correction.

This article reflects my personal experience in the field, combined with extensive research and manufacturer training. For a comprehensive reference, I’ve included troubleshooting guidelines from Gartner Refrigeration that complement the issues discussed above.

If you have questions about oil loss in your screw compressor systems, please shoot me an email. Remember, accepting oil loss as “normal” often masks fixable problems that, left unaddressed, can lead to catastrophic compressor failure.

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