Optical imaging acquisition for wear particle identification in lubricating oil: A review

The analysis of wear particles in lubricating oil is critical for assessing machine condition. While existing reviews have covered various sensing methods, none have systematically examined how optical imaging acquisition parameters influence particle identification accuracy. This review, based on a search of 135 articles (2000–2025) using Web of Science with three thematic keyword groups, classifies optical imaging techniques into four categories: optical microscopy, ferrography-based imaging, direct optical imaging, and specialized optical imaging. Quantitative comparison reveals fundamental trade-offs in resolution, throughput, capability, and cost. Microscopy and offline ferrography achieve the highest resolution (0.5–15 µm) but lack real-time capability. Direct optical sensors enable inline detection with throughput up to 13–150 ml/min but suffer from motion blur and require substantial post-processing. Unlike previous reviews, this review provides a systematic quantitative framework linking acquisition parameters to identification accuracy, enabling informed technique selection based on application priorities.

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Publication Details

Journal
Tribology - Materials Surfaces & Interfaces
Published
2026-09-28
DOI
https://doi.org/10.1177/17515831261492000
Primary Topic
Lubricants and Their Additives
Type
article
Field-Weighted Citation Impact
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Optical imaging acquisition for wear particle identification in lubricating oil: A review

Hongpeng Zhang, Danang Cahyagi, Rui Li, Qingbo Zhang et al.
Tribology - Materials Surfaces & Interfaces
Lubricants and Their Additives
article

Optical imaging acquisition for wear particle identification in lubricating oil: A review

Hongpeng Zhang, Danang Cahyagi, Rui Li, Qingbo Zhang, Tianqi Zhao, Hongsheng Zhang
article en

Abstract

The analysis of wear particles in lubricating oil is critical for assessing machine condition. While existing reviews have covered various sensing methods, none have systematically examined how optical imaging acquisition parameters influence particle identification accuracy. This review, based on a search of 135 articles (2000–2025) using Web of Science with three thematic keyword groups, classifies optical imaging techniques into four categories: optical microscopy, ferrography-based imaging, direct optical imaging, and specialized optical imaging. Quantitative comparison reveals fundamental trade-offs in resolution, throughput, capability, and cost. Microscopy and offline ferrography achieve the highest resolution (0.5–15 µm) but lack real-time capability. Direct optical sensors enable inline detection with throughput up to 13–150 ml/min but suffer from motion blur and require substantial post-processing. Unlike previous reviews, this review provides a systematic quantitative framework linking acquisition parameters to identification accuracy, enabling informed technique selection based on application priorities.

Tribology - Materials Surfaces & Interfaces
Dalian Maritime University (CN)
Openalex Percentile: Top 21%
Lubricants and Their Additives
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