This is the 3nd in a 9 part Lubrication Practices Benchmarking Study produced by Mike Johnson, CMRP and Terrence O'Hanlon, CMRP, Reliabilityweb.com.

In this third articles addressing lubrication program benchmarking we will take a look at the way lubricants are selected. If you missed the previous articles you also missed the first step in grading the plant machine lubrication practice.

You can find previous on-line survey's and the articles introducing the series and the first two parts of the lubrication program benchmark process at www.maintenancebenchmarking.com

Please use your best efforts to answer as accurately as possible.

If you are a service provider/contractor please answer for your largest client.

Yes answers score 1 point. We suggest you keep a running point total manually as additional information will be published with scoring keys and more detailed assessment methodologies.


You may take this survey anonymously or you may provide your contact details if you would like an advanced copy of the study report and action recommendations.
Standardized Lubricant Selection Criteria for Oil
Lubricant viscosity and additive type specifications are in place for each machine oil sump

Question Title

* 1. Lubricant viscosity and additive type specifications are in place for each machine oil sump

Each application for viscosity and additive selection is based on standardized industry practices or direct OEM advice

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* 2. Each application for viscosity and additive selection is based on standardized industry practices or direct OEM advice

There is a plant record for each lubricant viscosity and additive type specification for each machine sump

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* 3. There is a plant record for each lubricant viscosity and additive type specification for each machine sump

The plant record explains what the lubricant specification is for each sump, and how it was derived

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* 4. The plant record explains what the lubricant specification is for each sump, and how it was derived

Standardized Lubricant Selection Criteria for Grease
Lubricant NLGI grade, oil viscosity and additive type specifications are in place for each machine grease sump

Question Title

* 5. Lubricant NLGI grade, oil viscosity and additive type specifications are in place for each machine grease sump

Each grease application (viscosity and additive selection) is based on standardized industry practices or direct OEM advice

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* 6. Each grease application (viscosity and additive selection) is based on standardized industry practices or direct OEM advice

There is a plant record for each grease (NLGI, oil viscosity and additive type) specification for each machine sump

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* 7. There is a plant record for each grease (NLGI, oil viscosity and additive type) specification for each machine sump

The plant record explains what the grease specification is for each sump, and how it was derived

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* 8. The plant record explains what the grease specification is for each sump, and how it was derived

Standardized Lubricant Selection Criteria for Use of High Performance Products
Exceptional operating conditions are identified that warrant the use of high performance products

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* 9. Exceptional operating conditions are identified that warrant the use of high performance products

Each defined operating condition (temperature, HP, RPM, chemical contaminant concentration, etc.) is assigned a numerical range that invokes the use of the high performance product

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* 10. Each defined operating condition (temperature, HP, RPM, chemical contaminant concentration, etc.) is assigned a numerical range that invokes the use of the high performance product

For each exception, and use of a high performance product, a viscosity and additive type specification is in place

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* 11. For each exception, and use of a high performance product, a viscosity and additive type specification is in place

The high performance application ( viscosity and additive selection) is based on standardized industry practices or direct OEM advice.

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* 12. The high performance application ( viscosity and additive selection) is based on standardized industry practices or direct OEM advice.

There is a plant record for each machine sump designated as a high performance product application

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* 13. There is a plant record for each machine sump designated as a high performance product application

The plant record explains what the high performance specification is for each sump, and how it was derived

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* 14. The plant record explains what the high performance specification is for each sump, and how it was derived

Standardized Selection Criteria for Lubricant Application Volumes
Each lubricant application has been evaluated for a specific sump or replenishment volume requirement

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* 15. Each lubricant application has been evaluated for a specific sump or replenishment volume requirement

Each volume designation is based on either specific OEM advice, or a systematic method for calculating the required volume

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* 16. Each volume designation is based on either specific OEM advice, or a systematic method for calculating the required volume

There is an identifier at each lubricant sump that indicates to the operator/technician the specific volume designated for the sump

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* 17. There is an identifier at each lubricant sump that indicates to the operator/technician the specific volume designated for the sump

Standardized Lubricant Selection Criteria for Application Frequencies
Each lubricant application has been evaluated for a specific replenishment frequency requirement

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* 18. Each lubricant application has been evaluated for a specific replenishment frequency requirement

Each replenishment frequency is based on either specific OEM advice, or a systematic method for calculating the optimal frequency

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* 19. Each replenishment frequency is based on either specific OEM advice, or a systematic method for calculating the optimal frequency

There is an identifier at each lubricant sump that indicates to the operator/technician the designated replenishment interval or frequency

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* 20. There is an identifier at each lubricant sump that indicates to the operator/technician the designated replenishment interval or frequency

Standardized Selection Criteria for Lubricant Application Methods
Exceptional operating conditions are identified that warrant the use of automatic or semi-automatic replenishment

Question Title

* 21. Exceptional operating conditions are identified that warrant the use of automatic or semi-automatic replenishment

Each defined operating condition (temperature, HP, RPM, Chemical contaminant concentration, etc.) is assigned a numerical range that invokes the use of the auto/semi-automatic application method

Question Title

* 22. Each defined operating condition (temperature, HP, RPM, Chemical contaminant concentration, etc.) is assigned a numerical range that invokes the use of the auto/semi-automatic application method

For each application that requires the use of a auto/semi-automatic application method, a viscosity and additive type specification is in place that accommodates the machine requirements for the given type of replenshment method

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* 23. For each application that requires the use of a auto/semi-automatic application method, a viscosity and additive type specification is in place that accommodates the machine requirements for the given type of replenshment method

For each instance of auto/semi-automatic application methods, the lubricant ( viscosity and additive selection) designation is based on standardized industry practices or direct OEM advice.

Question Title

* 24. For each instance of auto/semi-automatic application methods, the lubricant ( viscosity and additive selection) designation is based on standardized industry practices or direct OEM advice.

There is a plant record for each machine sump designated for automatic/semi-automatic product application

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* 25. There is a plant record for each machine sump designated for automatic/semi-automatic product application

The plant record explains what the auto/semi-automatic specification is for each sump, and how it was derived

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* 26. The plant record explains what the auto/semi-automatic specification is for each sump, and how it was derived

Watch future issues of Uptime Magazine, Lubeblog and Reliabilityweb.com for scoring details and more advanced assessment methods.
Optional: You can take the survey anonymously or add contact details below to get an advanced copy of the 9 Part Lubrication Practices report. We never rent, sell or trade your email address.

Question Title

* 27. Optional: You can take the survey anonymously or add contact details below to get an advanced copy of the 9 Part Lubrication Practices report. We never rent, sell or trade your email address.

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