Trico provides high quality <a>training for lubrication managment practices</a> for industry. This slide deck is part of some of the training Trico provides.

1. The Lube Room
By: Mike Gauthier

2. Lubrication Program
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….providing the right product,
….in the rightlocation,
….in the rightamount,
….at the righttime,
….in the rightcondition,
….with the rightperson.
Basic Rights of Effective
Lubrication Management

3. • Assign a programchampion
• Commitment from executive management is essential tothe success
ofthe program
• How you store, handle anddispense yourlubricants plant willhave a direct impact on youroverall
lubrication program
• Dedicated space (indoors oroutdoors)
• Designing documents (SOP’s) andtraining personnel toeffectively
implement the program
• Createkey metrics togain visibility andsupport continuous improvement –
what gets measured gets done
• Lubricant consolidation andprocurement
• Employ 5s’ principles
Tenants to a World Class LubeRoom
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4. It is important to noteduring theconsolidation processyou have to consider theimpact it could
haveon overallreliability thereforelubricants used in critical assetsshould notbe compromised.
Advantages:
• Improved Inventory Management
• Lesspart numbers
• Bettercontrol on shelflife
• Reduced Inventory Dollars
• Reduction inpotential of using incorrectlubricant
• Reduction in oil samples-new lubricant
• Potentialfor bettervendor
Disadvantages:
• Potentialto compromiseequipmentby selectinga lubricant that
does not meetall requirements– “choosingsomething
thatwasclose”
Consolidation
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5. • Determineredundancy inproducts from
differentmanufacturers
• Optimizelubricant inventory based on
equipmentdesign, criticality production, and
environmentalneeds
• Determinethe proper product is specifiedfor
theequipmenttype, application, and
environment
Consolidation
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Identifyredundant
products
Define equipment
requirements
Developlubrication
specification

6. Step 1:Identify Redundant Products
 Obtain technicaldata and MSDS sheet of all products
 Group products by typeor family
• This will indicate the numberof different lubricant types in use
 Once grouped ranklubricants based on:
• Operating experience
• Ease of purchasing and storing
• Cost
• Compatibility with equipment and other lubricants
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Inspect existing lubricants
and compare product
design and application
Identifyredundant
products

7. Step 2:Equipment Requirements
 Assemble a list of all lubricated equipment within thefacility
• Make,model, vendor specifications
 Obtain lubrication requirementsfor eachequipment
(audit or technical basis)
 Reviewcritical asset hierarchy
 Equipment manuals and manufacturers
 Review equipment maintenancehistory
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Define equipment
requirements
Remember –Lubricants are apart
of the design criteria of the
equipment!

8. Step 3:Lubrication Specifications
 Specifications must be somewhat generic tobe able toreceive competitive bid
 Specifications should be on a single sheet andinclude:
• Product description
• Description ofapplication
• Specifications
• Packaging (what type best suits yourneeds)
• Labeling (batch #,date, etc…)
• Cleanliness (the specification you arepaying for)
• Equipment andenvironment specific considerations
• Physical andchemical characteristics
• Viscosity grade
• Base oil type and/or thickener type
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Developlubrication
specification Goal is to determine the minimum number of
unique lubricant applications types that will
address all equipment needs in the plant.

9. Bulk Packaged
Lubricant ProcurementOptions
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10. • Whatis youraverageconsumptionrate?
• SafetyStock?
• Setmin andmaxlevels
• Whatis thevendor'sstandarddelivery time?
• How much storagefacilityspacedoyouhave?
• Whatis theproximityofstoragetoequipment being lubricatedandcan improvementsin
efficiencies bemade?
Factors – Lubricant Packaging
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[ [The different factors that should be considered when
determining packaging methods include:

11. InfrequentlyUsed Lubricants: Purchase small volume in small containers
(pints, quarts, gallons, etc.),preferably in one-shot containers.
Common Lubricants: Should bestored in a system or original packaging
both designed to dispense and filter the product with the greatest amount
ofefficiency.
Lubrication Procurement
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[ [Whichmethod to use?

12.  Temperature Extremes
• Causes chemicaldegradation – Every increasein temperature of 18 °F doubles oxidation
rateof oil
 Varying Temperatures
• Causes air movementbetween atmosphere and head space – moisture and dirt ingression
 Dusty Environment
• Oil attracts dirt particles – component wear, oil degradation
Procedureshould be inplace for immediate acceptanceandstorage of
delivered lubricant.
Lubricant Health
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[ [

13. • When the OEMspecified cleanliness codes are lower than what yousee for newoil
• It is recommended that new oil is filtered to a predetermined and desired cleanliness level
prior to being put into service
• Likereservoirs, drums breathe and desiccant breathers should be installed on the secondary
bunghole
Filtration of Drums
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It cannot be assumed
that new oil is clean!
OEM cleanliness codes are a
ceiling and you should strive for
lower cleanliness levels.

14.  Oxidation occurs in oils that is
in contact with airincluding stored lubricants
 Don’t use product that have been
stored for long periods of time
 Establish appropriateshelf life limits
fornew oils
• If unsure consult lubricant manufacturer
 Manygrease products have ashorter storage life
than oils
• Inspect forexcess oil bleeding
Product
Maximum
RecommendedStorage
Time(months)
LithiumGreases 12
CalciumComplexGreases 6
LubricatingOils 12
EmulsionTypeFireResistantFluids 6
SolubleOils 6
CustomBlendedSoluble Oils 3
WaxEmulsions 6
Ref: MOBIL & Wills
Lubricant Health: Product Storage Life
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AnIndustryStandarddoesnotexistfor
storagelife– below isa
conservative/generalguidelineassuming
appropriatestorageenvironment.

15. 1. Lubricant storage facility well designed andorderly
2. Floor is painted andmarked (slip resistant coating
ormats)
3. Secondary spill containment is employed
4. Proper color coded lubricant transfer containers
areused
5. Transfer Containers areproperly labeled
6. Shelving orcabinet is being employed forstorage oftransfer containers
7. Transfer containers areproperly cleaned andstored
8. Totes anddrumsareused properly
9. Oil pumps areproperly secured tostorage containers anddesiccant breathers areinstalled
10. All bulk (55 gallon) drums
11. Funnels andother accessories arekept clean andproperly stored
Storage and Handling Guidelines
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16. 12. Shelf lifeand stock rotation principleare observed
(FIFO, First In, First Out)
13. Color coded bands are employedfor in use greaseguns and spares
14. Useof color coded wallcharts to identify currentlubricant and
greaseinuse Firerated safety cabinetsareused for greasegun
and stockstorage
15. Filtration systemisemployed to removeany contaminants present
innew and storedlubricants
16. Transfercartsare properlyused
17. Correctreconditioning and/or reclaimingpracticesare applied
whereappropriate
18. Usedoilis properlyhandled, labeled and disposed
19. MSDSsheetsareaccessibleand current
Storage and Handling Guidelines cont’d
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17. 20. Lubricant chart outlining color coding is visible and kept current
21. Employ 5s’ principle to ensurethe area is well maintainedand orderly
22. Disposal bin for shop rags
23. Eyewash station is set up inlubestorage area
24. Fire extinguishers are made available
Storage and Handling Guidelines cont’d
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LubeRoom should bea “ShowCase”
andconsidered a critical part of the
Lubrication Program

18. Poor Bulk Storage Practices
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19. Bulk Storage Systems Best Practices
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20. Poor IndoorStorage
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21. Poor Outdoor Storage
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22. Poor Storage Practices
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23. 22

24. Storage Cabinets
ImproperLabeling
 Located in central storage or in strategically
placed location within plant
 Use safety locker if flammables arestored
 Ventilation –topand bottom
 Keep doors closed andsealed between use
 Seal all containers
 New Shop ragsandfunnels should be
stored in sealable containers
 Never store used rags orwaste in lockers
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25. Storage CabinetBest Practices
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26. Best Practices: Lubricant Storage Cabinets
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27. Best Practices at Boeing
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28. NonDedicated LubeRoom Best Practices
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29. Best Practices Lubricant Storage
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30. Best Practices Lubricant Storage
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31.  Sort
Start by sorting the useful from the unnecessary. The only things that should
remain in a work area are the parts, tools, & instructions needed
to do the job.
 Straighten
Everything has a place; everything is in its place.
 Sweep & Shine
Perform seasonal group cleaning. Maybe painting, scouring, sweeping, scrubbing,
and whatever else is needed to make your work place shine.
 Standardize
Preventative maintenance is routinely performed by planning and scheduling the
responsibilities to the maintenance department
 Sustain
Sustainability is when 5s’ becomes a routine way of life and part of the work
culture. Root causes are routinely identified and dealt with.
5s’ Principles and Implementation
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32. Best Practices 5s’
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33. Always leverage the principle 6 R’s
when performing lubrication related tasks
Lubrication Program Strategy
….providing the right product,
….in the rightlocation,
….in the rightamount,
….at the righttime,
….in the rightcondition,
….with the rightperson.
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34. 1. Gain Management support
2. Assign a program champion
3. Dedicated space/area
4. Think safety first
5. Consolidate lubricants
6. Create SOP’s and training your people
7. Provide your people the right tools to perform the task
8. Use visual aids, color coding, ID tagging
9. Filter new oils
10. Implement 5s’
LubeRoom Recap
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