1.      Determine the brand and types of lubricants that are being used.

2.      Determine the operating temperatures of the lubricants.

3.      Determine if lube oil cooling systems are needed.

4.      Determine if the viscosity and additive packages of the lubricants being used are correct.

5.      Have baseline testing run on new lubricants to determine their characteristics, and how to interpret used oil tests.

6.      Run oil analysis tests to determine the level of water and particle contamination in each machines lube oils.

7.      Run oil analysis tests, to determine the condition of the lubricants in the machines.

8.      From the oil analysis tests, determine if the lubricants can remain in service or must be changed.

9.      Cut open and inspect filters to determine the presence of large particle contamination, sludge and other debris.

10.  Determine the type of filtration that should be installed to meet the target water and particle contamination levels.

11.  Determine if lubricants are being filtered as they enter a reservoir.  If yes, determine the level of filtration being used.

12.  Determine the presence of external oil leaks or internal cooling system leaks.

13.  Determine the type and adequacy of reservoir breathers and intake air filters.

14.  Evaluate lubricant storage and dispensing methods and procedures.

Phase 2: From The Data Obtained in Phase 1, Make Recommendations:

1.      For lubricants with the proper viscosity and additives for engines, transmissions, hydraulic systems, etc.

2.      For lube oil cooling systems, if needed.

3.      For changing lubricants or cleanup and water removal.

4.      For the methods to be used for lubricant cleanup and water removal.

5.      For improved filtration to meet and maintain target cleanliness levels of ISO 16/14/11.

6.      For water removal filtration to meet and maintain the water contamination target of < 100 parts per million.

7.      For the installation of desiccant reservoir breathers.  These breathers remove water from the breathing air.

8.      For improvements to intake air filters.

9.      For filtration to ISO 16/14/11 for oil entering a reservoir.   Excluding engines.

10.  For improved lubricant storage and dispensing methods and procedures.

11.  For further inspections or repairs if needed.

Phase 3 Implement the Recommendations of Phase 2

Phase 4 Confirmation

1.      Conduct the required oil analysis tests, to confirm that the target particle cleanliness and water levels have been met and that they continue to be met.

2.      Provide monitoring of filter change indicators.

3.      Conduct the needed oil analysis tests at the frequencies needed, to be assured that the lubricants are satisfactory for continued use. 

4.      Use oil analysis to determine oil change periods

5.      Provide monitoring of system temperatures, to confirm that they are below 150F.

6.      Provide monitoring of desiccant breathers and intake air filters.

7.      Monitor and provide ongoing improvements to lubricant storage and dispensing methods and procedures.

The customer’s personnel will be involved in all phases of the program as a training tool, and so they understand how the improvements will increase lubricant and machinery life.

Pilot programs are available so that you can evaluate our performance and claims.