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Bearing and Equipment Lubrication
Strategies - Getting it Right.
What is it and Why Do It?
1. What is it & Why Do It?
2. Proactive Maintenance.
3. Assessments - Getting Started.
4. Management.
5. Implementation .
6. Lubrication Root Cause Failure Analysis
Today we talk about
Lubrication Reliability
What is it and Why Do It?
 Direct effect on reliability!
 Reduces failures!
 Reduces wear!
 Uses less bearings!
 Reduces lube consumption!
 Increases business results!
The Impact.
What is it and Why Do It?
 The right Lube.
 The right Time.
 The right Amount.
 The right Way.
 In the right Condition.
 Kept in the right Condition.
The 6 Lubrication R's
It’s Not Easy!
What is it and Why Do It?
Over 60% of bearing failures
are lubrication related.
The Evidence!
What is it and Why Do It?
 Over 60% of bearing failures
are lubrication related.
Our own Evidence!
 15% were due to poor
maintenance issues.
 5% were due to ignorance
issues.
 15% The balance (approx) in
good condition
Important Consideration
What is it and Why Do It?
Important Considerations
What is it and Why Do It?
Important Considerations
What is it and Why Do It?
Important Considerations
Lubrication Film
Thickness.
 1/20th of a strand of
hair.
What is it and Why Do It?
Lubrication Reliability Summary
1. Lubrication causes
bearing damage
2. Bearings are the
machine center
3. Lubrication must work
reliably
4. Machine reliability
will improve
What is it and Why Do It?
Lubrication Reliability
Part 2. ProActive Maintenance
We Start with The 6 Lubrication Rights.
ProActive Maintenance
The Right Lube
ProActive Maintenance
The Right Time
ProActive Maintenance
The Right Quantity
ProActive Maintenance
The Right Way
ProActive Maintenance
The Right Condition
ProActive Maintenance
Kept in the Right Condition
ProActive Maintenance
Important Considerations!
ProActive Maintenance
6th R – Maintained in the Right
Condition.
 Kept Clean
 Chemically Sound
…. Working Reliably!
Prediction? Strategy? Data Base?
Explaining ProActive Maintenance
ProActive Maintenance
A process of eliminating
failures or problems that
could be repetitive.
Based on the Deming Model
of Plan, Do, Check and Act
Plan, Do, Check and Act.
ProActive Maintenance
Must start with defined standards.
ProActive Maintenance
Lubrication Reliability
Part 3. Assessments – Getting Started
Fundementals!
Assessments – Getting Started
Questions to answer
 Will a better strategy help us with our
Reliability?
 Where are we compared to Best
Practices?
 What are we doing Right?
 What are we doing Wrong?
 How much will it cost?
 Who will do it - Our self or via a
Contractor.
Will a better strategy help us with our Reliability?
Assessments – Getting Started
Where are we compared to Best Practices?
Assessments – Getting Started
 Do you have an oil cleanliness
standard?
 Do you have KPI's for bearing and
Lube consumption?
 Do you apply the 6R's concept to each
point?
 Are you doing RCFA on all damaged
parts?
What are we doing Right?
Assessments – Getting Started
What are we doing Wrong?
Assessments – Getting Started
How much will it cost?
Assessments – Getting Started
Strategic Parts!
Assessments – Getting Started
All activities to
improve reliability
Processes & tools to
reduce equipment
wear and damage
The people and their
commitment to the
work
Administration
of the work to
be done
Maturity / Development Levels
Assessments – Getting Started
Cleanliness and
Contamination
Control
Data Base
Management
and Reporting
Lubrication
Knowledge and
Application
Activity Maturity Level
Basic
Requirement
Lubrication
Processes
Proactive
Lubrication
Management
Asset
Efficiency
Culture
Lubrication
Strategy
Targets
Assessments – Getting Started
Lubrication
Strategy
Cleanliness &
Contamination
Control
Data Base
Management
and Reporting
Lubrication
Knowledge &
Application
Dedicated
Resources
Lube Room
Standards in
Place
Data Base
Existence
Cost verses
Investment in
Uptime
Instructions for
the Work
Procedures for
Reducing
Contamination
Maintenance
Planning
Controls
Trained Staff
on Lubrication
RCFA on all
failed Parts
Oil Analysis
and Evaluation
Dedicated Lube
Software
Integrated in
Reliability
Program
KPI’s on Lube
Effect to
Reliability
Overall Plant
Cleanliness
Measurements
Integrated and
Seamless to
CMMS
Measurement
of Activity
Effectiveness
Asset
Efficiency
Culture
Basic
Requirement
Lubrication
Processes
Proactive
Lubrication
Management
Document your Plan
Assessments – Getting Started
Lubrication Reliability
Part 4. Management
Overview
Management
Prediction.
Oil Analysis and
Contamination Control.
Data Base.
How we control the activity.
ROI.
Return on Investment
Management
Prediction.
Oil Analysis and
Contamination Control.
Determining when the
lubrication is not
working reliably.
Contamination Loss of Lube Film Thickness
Oil Analysis Oil Analysis
Vibration
Thermography
Ultra Sonics
Management
Prediction.
Oil Analysis and
Contamination Control.
Determining when the
lubrication is not
working reliably.
Testing for:-
 Viscosity
 Oxidation
 Water
 Solid contaminants
 Loss of additives
Oil Analysis
Number 1 cause of damage is 3 Body Abrasive Wear
Management
 Shown by 3 numbers (22/18/13)
 Number of particles of 4, 6, and
14 µm, in 1 ml of oil.
Example = ISO Code 22/18/13
Larger than 4 µm = 22,340
Larger than 6 µm = 1,950
Larger than 14 µm = 43
Management
KPI for Oil Cleanliness = ISO 4406
The Effects Of Filtration
Management
The Dirty Path of Contamination
Oil arrives on site
ISO 18/16/13
Oil barrel left open
ISO 20/18/15 (4x)
Oil dispensed in dirty container
ISO 22/20/17 (16x)
Dirty stick used to check level
21/19/16 (8x)
Dirty hoses and funnels used
ISO 23/21/18 (32x)
Machine run without protection
ISO 24/22/19 (64x)
WEAR AND FAILURE
Management
How Do You Store Your Lubricants Now?
How Do Contaminants Accumulate?
 Oil arrives on site. (possible ISO 18/16/13)
 If a drum is left open.
 Dirty stick to check the drum level.
 Oil dispensed with dirty containers.
 Dirt hoses and funnels used.
 Machine running without air breathers.
 Wear debris is being generated in the machine and
oil is not filtered. (possible ISO 24/22/11)
16/14/11
Management
Prevention Mechanisms
Management
Prediction.
Oil Analysis and
Contamination Control.
Start with Clean Oil
Clean & Safe Dispensing
Ongoing Filtration
Data Base Management
Management
Data Base.
How we control the activity.
1. Plant structure
 Plant down to specific point.
2. Activity / point
 Lube, Qty, Process, Freq.
3. Time based Schedules
 Paper copies or Handheld PC’s
4. Closing out completed schedules
5. Enabling / Disabling points
6. Catering for shut down activities
7. Managing Routes
 Changing points / responsibilities
8. Reporting activities and consumption
Ease of use
Most CMMS do not go down
into enough details to manage
the lubrication activity
effectively.
Fact!
Management
Data Base.
How we control the activity.
Stand Alone
Vender Specific
Internet Based
Vender Neutral
Internet Based
Vender Specific
Stand Alone
Vender Neutral
Management
ROI.
Return on Investment
Management
ROI.
Return on Investment
Improvements in Cleanliness of Diesel Engines
 From 19/16 ISO code to 15/12
gave a 3 X Life Extension.
 Mean Time Between Engine
Rebuilds, from 7,200 hours to
21,000 Hours.
 5 Year Net Gain =
$ 702,391.00
 Rate of Return = 662%
 Payback Period = 2.04 m
Port of Tacoma Case Study
Lubrication Reliability
Part 5. Implementation
Implementation Plan
Key Activities
1. Define the lubes and create a colour coded system.
2. Establish and fill a Data Base.
3. Set KPI’s for the lubrication activity.
4. Create a clean and dry Lube storage facility.
5. Create a labelling system for storage, dispensing and the machines.
6. Initiate an Oil Analysis program to control the KPI’s.
7. Train the key lubrication staff on all facets of lubrication.
8. Fit desiccant breathers to all key oil systems.
9. Establish a filtering system to keep the oil clean.
Implementation Plan
1. Add the right Lube in the right machine?
2. Add it at the right time.
3. Add the right amount of lube.
4. Done in the right way.
5. With it in the right condition.
6. And kept in the right condition.
We ask ourselves In all planning activities. “Will this action
ensure that we will always…..”
The Continual Check List!
Implementation Plan
Define the lubes and create a colour coded system.
Implementation Plan
Establish and fill a Data Base.
Start with Key component standards
Implementation Plan
Establish and fill a Data Base.
Key Information.
Building ID
Route ID
Point ID
Lube ID and colour
Frequency Of lubrication
Quantity of lube to be added
Lubrication Schedule
Special Instruction
How to lube
Cleaning
Oil Analysis
Inspection
Filtering
Implementation Plan
Create a clean and dry Lube storage facility.
Implementation Plan
Set KPI’s for the lubrication activity.
 Oil Cleanliness levels per application.
 Lubrication Consumption
 Bearing Consumption.
 100% of achieved schedule.
 100% of RCFA on damages.
Implementation Plan
Create a labelling system for storage, dispensing and the machines.
Implementation Plan
Initiate an Oil Analysis program to control the KPI’s.
Implementation Plan
Train the key lubrication staff on all facets of lubrication.
Implementation Plan
Fit desiccant breathers to all key oil systems. .
Implementation Plan
Establish a filtering system to keep the oil clean.
Implementation Plan
.
Train the staff on bearing Failure analysis.
Implementation Plan
And finally to be innovative

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Enluse- Schmierungsmanagement.pdf

  • 1. Bearing and Equipment Lubrication Strategies - Getting it Right.
  • 2. What is it and Why Do It? 1. What is it & Why Do It? 2. Proactive Maintenance. 3. Assessments - Getting Started. 4. Management. 5. Implementation . 6. Lubrication Root Cause Failure Analysis Today we talk about Lubrication Reliability
  • 3. What is it and Why Do It?  Direct effect on reliability!  Reduces failures!  Reduces wear!  Uses less bearings!  Reduces lube consumption!  Increases business results! The Impact.
  • 4. What is it and Why Do It?  The right Lube.  The right Time.  The right Amount.  The right Way.  In the right Condition.  Kept in the right Condition. The 6 Lubrication R's It’s Not Easy!
  • 5. What is it and Why Do It? Over 60% of bearing failures are lubrication related. The Evidence!
  • 6. What is it and Why Do It?  Over 60% of bearing failures are lubrication related. Our own Evidence!  15% were due to poor maintenance issues.  5% were due to ignorance issues.  15% The balance (approx) in good condition
  • 10. Important Considerations Lubrication Film Thickness.  1/20th of a strand of hair. What is it and Why Do It?
  • 11. Lubrication Reliability Summary 1. Lubrication causes bearing damage 2. Bearings are the machine center 3. Lubrication must work reliably 4. Machine reliability will improve What is it and Why Do It?
  • 12. Lubrication Reliability Part 2. ProActive Maintenance
  • 13. We Start with The 6 Lubrication Rights. ProActive Maintenance
  • 17. The Right Way ProActive Maintenance
  • 19. Kept in the Right Condition ProActive Maintenance
  • 20. Important Considerations! ProActive Maintenance 6th R – Maintained in the Right Condition.  Kept Clean  Chemically Sound …. Working Reliably! Prediction? Strategy? Data Base?
  • 21. Explaining ProActive Maintenance ProActive Maintenance A process of eliminating failures or problems that could be repetitive. Based on the Deming Model of Plan, Do, Check and Act
  • 22. Plan, Do, Check and Act. ProActive Maintenance
  • 23. Must start with defined standards. ProActive Maintenance
  • 24. Lubrication Reliability Part 3. Assessments – Getting Started
  • 25. Fundementals! Assessments – Getting Started Questions to answer  Will a better strategy help us with our Reliability?  Where are we compared to Best Practices?  What are we doing Right?  What are we doing Wrong?  How much will it cost?  Who will do it - Our self or via a Contractor.
  • 26. Will a better strategy help us with our Reliability? Assessments – Getting Started
  • 27. Where are we compared to Best Practices? Assessments – Getting Started  Do you have an oil cleanliness standard?  Do you have KPI's for bearing and Lube consumption?  Do you apply the 6R's concept to each point?  Are you doing RCFA on all damaged parts?
  • 28. What are we doing Right? Assessments – Getting Started
  • 29. What are we doing Wrong? Assessments – Getting Started
  • 30. How much will it cost? Assessments – Getting Started
  • 31. Strategic Parts! Assessments – Getting Started All activities to improve reliability Processes & tools to reduce equipment wear and damage The people and their commitment to the work Administration of the work to be done
  • 32. Maturity / Development Levels Assessments – Getting Started Cleanliness and Contamination Control Data Base Management and Reporting Lubrication Knowledge and Application Activity Maturity Level Basic Requirement Lubrication Processes Proactive Lubrication Management Asset Efficiency Culture Lubrication Strategy
  • 33. Targets Assessments – Getting Started Lubrication Strategy Cleanliness & Contamination Control Data Base Management and Reporting Lubrication Knowledge & Application Dedicated Resources Lube Room Standards in Place Data Base Existence Cost verses Investment in Uptime Instructions for the Work Procedures for Reducing Contamination Maintenance Planning Controls Trained Staff on Lubrication RCFA on all failed Parts Oil Analysis and Evaluation Dedicated Lube Software Integrated in Reliability Program KPI’s on Lube Effect to Reliability Overall Plant Cleanliness Measurements Integrated and Seamless to CMMS Measurement of Activity Effectiveness Asset Efficiency Culture Basic Requirement Lubrication Processes Proactive Lubrication Management
  • 34. Document your Plan Assessments – Getting Started
  • 36. Overview Management Prediction. Oil Analysis and Contamination Control. Data Base. How we control the activity. ROI. Return on Investment
  • 37. Management Prediction. Oil Analysis and Contamination Control. Determining when the lubrication is not working reliably. Contamination Loss of Lube Film Thickness Oil Analysis Oil Analysis Vibration Thermography Ultra Sonics
  • 38. Management Prediction. Oil Analysis and Contamination Control. Determining when the lubrication is not working reliably. Testing for:-  Viscosity  Oxidation  Water  Solid contaminants  Loss of additives Oil Analysis
  • 39. Number 1 cause of damage is 3 Body Abrasive Wear Management
  • 40.  Shown by 3 numbers (22/18/13)  Number of particles of 4, 6, and 14 µm, in 1 ml of oil. Example = ISO Code 22/18/13 Larger than 4 µm = 22,340 Larger than 6 µm = 1,950 Larger than 14 µm = 43 Management KPI for Oil Cleanliness = ISO 4406
  • 41. The Effects Of Filtration Management
  • 42. The Dirty Path of Contamination Oil arrives on site ISO 18/16/13 Oil barrel left open ISO 20/18/15 (4x) Oil dispensed in dirty container ISO 22/20/17 (16x) Dirty stick used to check level 21/19/16 (8x) Dirty hoses and funnels used ISO 23/21/18 (32x) Machine run without protection ISO 24/22/19 (64x) WEAR AND FAILURE Management
  • 43. How Do You Store Your Lubricants Now? How Do Contaminants Accumulate?  Oil arrives on site. (possible ISO 18/16/13)  If a drum is left open.  Dirty stick to check the drum level.  Oil dispensed with dirty containers.  Dirt hoses and funnels used.  Machine running without air breathers.  Wear debris is being generated in the machine and oil is not filtered. (possible ISO 24/22/11) 16/14/11 Management
  • 44. Prevention Mechanisms Management Prediction. Oil Analysis and Contamination Control. Start with Clean Oil Clean & Safe Dispensing Ongoing Filtration Data Base Management
  • 45. Management Data Base. How we control the activity. 1. Plant structure  Plant down to specific point. 2. Activity / point  Lube, Qty, Process, Freq. 3. Time based Schedules  Paper copies or Handheld PC’s 4. Closing out completed schedules 5. Enabling / Disabling points 6. Catering for shut down activities 7. Managing Routes  Changing points / responsibilities 8. Reporting activities and consumption Ease of use Most CMMS do not go down into enough details to manage the lubrication activity effectively. Fact!
  • 46. Management Data Base. How we control the activity. Stand Alone Vender Specific Internet Based Vender Neutral Internet Based Vender Specific Stand Alone Vender Neutral
  • 48. Management ROI. Return on Investment Improvements in Cleanliness of Diesel Engines  From 19/16 ISO code to 15/12 gave a 3 X Life Extension.  Mean Time Between Engine Rebuilds, from 7,200 hours to 21,000 Hours.  5 Year Net Gain = $ 702,391.00  Rate of Return = 662%  Payback Period = 2.04 m Port of Tacoma Case Study
  • 50. Implementation Plan Key Activities 1. Define the lubes and create a colour coded system. 2. Establish and fill a Data Base. 3. Set KPI’s for the lubrication activity. 4. Create a clean and dry Lube storage facility. 5. Create a labelling system for storage, dispensing and the machines. 6. Initiate an Oil Analysis program to control the KPI’s. 7. Train the key lubrication staff on all facets of lubrication. 8. Fit desiccant breathers to all key oil systems. 9. Establish a filtering system to keep the oil clean.
  • 51. Implementation Plan 1. Add the right Lube in the right machine? 2. Add it at the right time. 3. Add the right amount of lube. 4. Done in the right way. 5. With it in the right condition. 6. And kept in the right condition. We ask ourselves In all planning activities. “Will this action ensure that we will always…..” The Continual Check List!
  • 52. Implementation Plan Define the lubes and create a colour coded system.
  • 53. Implementation Plan Establish and fill a Data Base. Start with Key component standards
  • 54. Implementation Plan Establish and fill a Data Base. Key Information. Building ID Route ID Point ID Lube ID and colour Frequency Of lubrication Quantity of lube to be added Lubrication Schedule Special Instruction How to lube Cleaning Oil Analysis Inspection Filtering
  • 55. Implementation Plan Create a clean and dry Lube storage facility.
  • 56. Implementation Plan Set KPI’s for the lubrication activity.  Oil Cleanliness levels per application.  Lubrication Consumption  Bearing Consumption.  100% of achieved schedule.  100% of RCFA on damages.
  • 57. Implementation Plan Create a labelling system for storage, dispensing and the machines.
  • 58. Implementation Plan Initiate an Oil Analysis program to control the KPI’s.
  • 59. Implementation Plan Train the key lubrication staff on all facets of lubrication.
  • 60. Implementation Plan Fit desiccant breathers to all key oil systems. .
  • 61. Implementation Plan Establish a filtering system to keep the oil clean.
  • 62. Implementation Plan . Train the staff on bearing Failure analysis.