Common Sampling Techniques for Technical Cleanliness Inspections (2024)

Technical products in many industries require a certain level of cleanliness. Contamination from undesired particulates and residues in manufacturing facilities, laboratories, and on the surface of technical products can reduce product lifespans, lead to poor product performance, and generate risks in product applications.

These risks have led to the implementation of cleanliness standards in multiple industries, including:

  • Automotive and electric vehicle manufacturing
  • Aerospace
  • Medical device manufacturing
  • Electric energy supply (e.g., solar panel manufacturers and operators of wind energy converters)

Disposable medical devices, such as syringes, filters, or containers for pharmaceutical productsmust also be manufactured according to strict cleanliness standards. Installing a regular technical cleanliness inspection system is a crucial step to monitor the cleanliness of a production environment to avoid downtime, material loss, and energy waste.

Automotive, aerospace, electrical engineering, and medical device manufacturing industries require clean production conditions and components

In this post, we introduce the first step of the technical cleanliness inspection: sampling. Read on to learn how this step fits into the overall inspection process and discover common types of sampling techniques.

An Overview of the Sampling Workflow in Technical Cleanliness Inspection

The common workflow for a cleanliness analysis starts with a random selection of technical parts from production to perform sampling. The goal of the sampling step is to collect micro particulate contamination for analysis.

In the sampling workflow, the first step is to separate contaminants from the component. Various methods can be used to extract the particulate contaminants. Selecting the extraction and sampling methods depends on the specific application and industry.

Types of Sampling Techniques for Technical Cleanliness Inspection

The following table lists the main application areas of technical cleanliness and the preferred sampling method for each one.

Application AreasPreferred Sampling Method
Automotive, aerospace, medicalWashing method
Fluids, such as oilDirect liquid filtration
Sensitive surfacesTape lift sampling
Environment, logistics, and assembly equipmentParticle trap

Typical sampling methods for cleanliness inspection applications

Washing parts and collecting impurities on the filter membrane is the most used process for technical cleanliness sampling. However, other methods for sampling surfaces to determine the presence of particulate contamination have been used in accordance with the analysis area of interest and the application. Tape lift sampling is a good example of a rapid and simple technique to collect particles from an accessible external part surface. It is often used in the aerospace industry.

Depending on the application, various sample holders can be used to mount samples such as a filter membrane, particle trap, and tape lift. The following list summarizes the different sample types supported by our OLYMPUS CIX100 technical cleanliness system.

Sample HolderApplicationSample TypeRelevant Cleanliness Standard
Filter holder for a 25 mm diameter filter membrane with a black background
  • Oil and lubricant analysis
  • Manufacturing (medical devices, pharmaceutical, automotive, electric vehicles, and machinery)
  • Holder is uncoated, making it suitable when using solvents.
Foamed membrane material: cellulose nitrate or cellulose acetate
  • DIN 51455
  • ISO 4406
  • ISO 4407
  • NAS 1638
  • SAE AS4059
  • ISO 16232
  • VDA 19.1
  • VDI 2083-21
Filter holder for a 47 mm diameter filter membrane with a black backgroundMaterial: nylon (polyamide), polycarbonate, or polytetrafluorethylene (PTFE)
Size: circular with a diameter of 25 mm, 47 mm, or 55 mm
Color: white or black
Filter holder for a 25 mm diameter filter membrane with a white background
  • Automotive
  • Electric vehicles
  • Machinery

These holders are good choice for a mesh filter if no aggressive solvent was used.
Mesh filter material: PET (polyester) or nylon (polyamide)
Size: circular with a diameter of 25 mm, 47 mm, or 55 mm
Color: white or yellow
  • ISO 16232
  • VDA 19.1
  • VDI 2083-21
Tape lift holder for 50 mm and 19 mm wide adhesive tape rolls
  • Aerospace
  • Space technology
  • Electronics
  • Solar panels
Tape lift material: polyethylene with glue Size: adhesive tape on 50 mm and 19 mm wide plastic roll (3M Nr. 480)
Color: transparent
  • ASTM E1216-11
Holder for 47 mm particle traps in a 50 mm diameter Petri dish
  • Manufacturing process (VDA 19.2)
  • Clean rooms
Particle trap material: foam membrane with glue on it packed in a Petri dish and stuck to a leaflet
Size: circular with a diameter of 47 mm
Color: white
  • VDA 19.2

Cleanliness Inspection Steps after Sampling

Once the sample is mounted on the microscope stage, the next step is to analyze the impurities and particles on the sample. This microscopic analysis detects and classifies the particles based on the international cleanliness standards. The results of the cleanliness inspection are presented in a report containing particle information, such as:

  • Shape characteristics
  • Size distribution
  • Contamination level for each particle class
  • Type of particle to distinguish:
    • Fibers and non-fibers
    • Metallic and nonmetallic particles

Common Sampling Techniques for Technical Cleanliness Inspections (2)

Standard process for cleanliness inspection

Paying Special Attention to Metallic Particles

Detecting metallic particles is crucial in many cleanliness applications as these harder particles can have drastic effects on mechanical and electrical properties.

Metallic particle shown in real color mode on the CIX100 cleanliness inspector

Metallic particles do not burn in combustion engines, and exposure to them over time reduces the lifespan of components. Also, due to the high electrical conductivity of metallic materials, existence of metallic particles in the production of electrical vehicle batteries risks battery failure as they can cause a short circuit. Further, detecting metallic particles has become increasingly important as more drivers adopt electrical vehicles.

These examples show why it's necessary to distinguish between metallic and nonmetallic particles during a contamination analysis. Learn how to confirm metallic particles by reading our blog post, See Particle Contamination in Real Color to Verify Metallic Particles.

What’s Next—Learn More about Sampling Techniques in Upcoming Posts

Look out for future posts where we’ll focus on each of the common sampling methods for technical cleanliness inspections in detail, including unique applications and challenges. For more details about the basics of technical cleanliness, the most common standards used, and our CIX100 technical cleanliness system, check out our online resources or reach out to us with questions.

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Brochure: CIX100 Cleanliness Inspection System

Common Sampling Techniques for Technical Cleanliness Inspections (2024)
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