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Readers Challenge    July 16, 2003

Selecting Machines for Oil Analysis

Ronald M. Astronomo, Preventive Maintenance Engineer, Union Cement Corporation

Starting your quest as a Reliability Engineer for a Manufacturing Plant, conduct 1st an assessment whether Oil Condition Monitoring is part of the current Maintenance System, you know it is your advantage so as not to start from scratch or re-invent the wheel. If it was partly started but not as you’ve envisioned it should be, then critique the existing program and identify opportunities for improvement on the existing system.

If Oil Condition Monitoring is not part of the Existing Maintenance System, then the following steps are my suggestion,

1. Create an Equipment Checklist According to your Manufacturing Process Flow and Identify Oil Lubricated and Grease Lubricated Equipment.

a.) Use your Equipment Registry System to Identify the Asset Group Header, Asset Codes, Asset Description, Oil Types, Quantity and Viscosity of each.

b.) Do the same for Grease Lubricated Equipment, and identify equipment that are repackable (ex. most Plummer Block Bearings) and non-repackable bearings (ex. most Flange or Y-Bearings). Create the Table or Checklists in a spreadsheet or MS Excel.

c.) If the Equipment Registry System does not contain enough details of the information such as, Oil Types, Quantity and Viscosity, then;

2. Conduct a “Walk-Around” the Plant and List the Oil Type, Quantity and Viscosities of each by checking the Equipment Name Plates, especially for Gearbox or Reducers.

a.) For Hydraulic Tanks, Oil Re-circulation Reservoirs or Re-circulation Systems, identify your future oil sampling points. For your future convenience, install a ball valve regulated extraction points on all Oil Re-circulation Reservoirs.

b.) For Grease Lubricated Equipment, this also a good opportunity to identify the number of bearings and the lubrication points of each equipment in your checklists.

c.) Finally, a good opportunity also for you to see the actual condition of the equipment.

3. Update your Checklists.

a.) Highlight Large Quantity Oil Reservoir or Re-circulation Systems and Reducers.

b.) Identify Reservoir or Circulation Systems with On-Line and/or Off-Line Filtration Systems, and determine as well specification of the Filter Element.

c.) For Grease Lubricated, highlight equipment with Centralize Lubrication System.
d.) Finally, complete the Equipment Specification according to the Model, Brand, Criticality Rating, Speed, etc..

4. As a start, Prioritize Monthly Oil Sampling on Large Reservoir or Hydraulic Tanks and Reducers.

a.) Contact your Oil/Lubrication Suppliers for Technical Assistance for Used Oil Analysis.

b.) Study possibilities in the future to establish an Oil Analysis Program in the Plant. To acquire Oil Analysis Equipment, Lube Kits, and train key personnel’s in the plant.

5. Monitor and Trend in a Monthly Basis the Oil Analysis Results.

a.) A simple spreadsheet will help you trend the results for metal analysis, Viscosity, TAN, etc…

b.) Increase Sampling Frequency if the parameter trends increases. This will give you a good judgment to properly schedule your change-oil and servicing of the equipment.

6. Finally, Assess now your Checklist if you can still extend Oil Sampling on Small Reducers.

7. Study possibilities as well to standardize the Branding and Oil Types of your Lubrication Requirement. It will help you reduce your Lubrication Inventory Costs and simplify your Lubrication needs.


See other responses to this Readers Challenge.

 

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