Efficient Plant October 2017 - 56
feature | lubrication strategies
that build the PM job task and determine
the appropriate delivery system choice if no
centralized or automated system is already
SLM facilitates the consolidation of lubricants (Right lubricant) that results in:
+ correct lubricant choice for end-user
+ reduced lubricant-inventory savings
+ reduced lubricant-storage real-estate
+ reduced lubricant-purchasing and
+ reduced incidence of lubricant-cross
S LM facilitates training and rapid assimilation
of new hires to perform lubrication in a consistent and correct manner.
S LM facilitates the development of efficient lubrication routing, i.e., the "ganging" of multiple
lubrication PM work orders based on use of
similar lubricant type, to increase technicians'
"wrench time" effectiveness.
Along with the online
version of this article on
visitors can find a link to an
in-depth podcast with Ken
Bannister on the topic.
If your organization has gone through a recent
lubricant-consolidation exercise, you'll probably have much of the information needed for a
full LM implementation. If that's not the case,
implementing LM is best done in three consecutive stages.
Stage 1: Machine mapping. Gather as much
information as possible about the lubrication
systems and points on your current machine
S lubrication-schematic drawings or take-offs
(from Operation & Maintenance [O&M]
S machinery engineering drawings (from your
S machine Bill of Material (BOM) lists (from
your asset-management work-order system)
S vibration-monitoring route plans that identify
critical bearing-point locations (from your
S oil-sampling route plan (from your maintenance-planning department)
S machine inventory list (from your maintenance-planning department)
S lubricant (oil and grease) purchase list, (from
your site's stores or purchasing department)
S lubricant filters, breathers, spill kits, and safety
items used on lubrication PM work orders
(from your site's stores or purchasing department and maintenance- planning department)
S MSDSs (material safety-data sheets) for all
lubricants at the site.
The next step is to develop an information-gathering form to document and collect
lubrication data for each machine. A digital
camera and a machine marker will be required.
Prior to inspection, ensure that machines are
de-energized and locked-out and personnel collecting the information are wearing appropriate
safety gear. The following data is required:
S Machine data includes asset number, description, and location. Photograph the machine
from all four corners and above, if possible.
S List all reservoirs for gearboxes, auto-lube
systems, or hydraulics. Note if there are tags
identifying lubrication information. Photograph each reservoir, and note if there is a minmax fill-level indication. Identify any installed
breathers and filters, fill-port and drain-port
locations, oil-analysis points, and reservoir
capacity (measure and calculate capacity, if
S Identify, photograph and, with a machine
marker, number all bearing points on the
machine. Note the bearing type and size and,
if possible, the running speed. Indicate if bearings are oiled or greased and what lubricant
is currently used. If information is on a PM
work order, list the current amount of lubricant
Note if bearings are lubricated automatically,
semi-automatically (centralized with manual
pump or grease gun) or manually. Finally, indicate
if lube lines are marked or tagged for identification
and troubleshooting purposes.