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Contents 6 COVER STORY Machinery 2011 Salary Survey: What Lubrication Professionals Earn Lubrication The results of Machinery Lubrication’s recent online survey provide new insight into the lives of lubrication professionals. 2 AS I SEE IT November - December 2011 24 PRACTICING OIL ANALYSIS The Optimum Reference State: Creating an Engineering Specification for Lubrication Excellence The Optimum Reference State is a state of preparedness and condition readiness that enables lubrication excellence. It gives the machine and its work environment “reliability DNA” as it relates to lubrication. 4 How to Develop an Effective Oil Analysis Strategy To implement a well-developed oil analysis program, you must ask the right questions and supply relevant information to the data analyst. Once this takes place, you can ensure the program will be in a better position to achieve the desired results. 26 FROM THE FIELD HYDRAULICS AT WORK The Dangers of Overgreasing Invest in Proactive Maintenance for Your Hydraulic Equipment While the ideal outcome from any predictive maintenance task is to find nothing wrong, the discovery of a fault, defect or other cause for alarm vindicates performance of the task. It essentially turns what could otherwise be classified as an expense into an investment. When it comes to regreasing bearings, more is not always the better option and actually can be a costly mistake. Instead, greasing should be set on a frequency with proper calculations used to determine the amount of grease needed at each relubrication. 16 34 18 42 LUBE-TIPS Our readers provide excellent advice on a host of lubrication-related issues, including how to handle containers with care, protect metals with corrosion inhibitors and get more from your reservoir. INDUSTRY FOCUS Clopay’s Lippert Reaps the Benefits of ICML Certification Personifying the spirit of ICML, Scotty Lippert has garnered industry recognition for his work in machinery lubrication almost 10 years after achieving his first certification. BACK PAGE BASICS Removing Dissolved Soft Contaminants from Oil The Basics of Synthetic Oil Technology Learn how soft contaminants are created, their consequences and how to detect them, as well as a new and improved method of removing them utilizing cooling and cellulose depth filter media. More CERTIFICATION NEWS Some confusion has arisen recently regarding the use of the word “synthetic.” Jeremy Wright explains the types and properties of synthetic oils as well as the possible advantages and disadvantages. Editorial Features Departments 30 GET TO KNOW 32 NOW ON MACHINERYLUBRICATION.COM 14 PRODUCT NEWS 33 CROSSWORD PUZZLER 38 ASTM STANDARDS 39 TEST YOUR KNOWLEDGE 40 PRODUCT SUPERMARKET Maintenance and Reliability AS I SEE IT JIM FITCH NORIA CORPORATION THE OPTIMUM REFERENCE STATE CREATING an ENGINEERING SPECIFICATION for LUBRICATION EXCELLENCE These days an increasing number of companies are trying to achieve a state of lubrication called “lubrication excellence.” Others might call this “world-class” lubrication. Most understand the reliability benefit gained when excellence in lubrication is attained, yet even those who are professionals in reliability and maintenance too often have vague ideas of what defines lubrication excellence. We all know that machines used in plant production processes are designed and built to engineering specifications intended to achieve a desired level of performance, efficiency and productivity. Using this same concept, it is reasonable to write an engineering specification for machine reliability and lubrication excellence. In the specification would be an itemized list of critical attributes needed to achieve the desired state of reliability. It should be noted that only part of the specification relates to the design and modification of the machine. In the past, these critical attributes have sometimes been called “best practice” or the “rights of lubrication,” but what exactly defines best practice and these so-called rights? A true engineering specification must be precisely defined and purposeful. It needs to not only permit the desired level of reliability to be achieved but also be within reach of most reliability and lubrication teams. I would like to introduce a new term called the Optimum Reference State related to the integrated and collective use of these Benchmark Assessment Example Equipment Selecon Correcve Acon Approach Sampling Locaon and Hardware Oil Analysis Program Management Sampling Procedure Training, Skills, Cerficaon Sampling Frequency Sampling Hardware Laboratory Selecon Data Analysis Industry Average 2| Recommended Goal November - December 2011 | www.machinerylubrication.com Test Slate Preferred Pracce 66% of lubrication professionals say their plant has not yet achieved lubrication excellence, based on survey results at www.machinerylubrication.com critical attributes. Let me define this important term: “The Optimum Reference State (ORS) is the prescribed state of machine configuration, operating conditions and maintenance activities required to achieve and sustain specific reliability objectives.” Note the definition for the ORS does not state a requirement to “maximize” reliability. This is because a point can be reached where the incremental cost of reliability exceeds the incremental benefit (point of diminishing return). Such overspending on lubrication is seen, for example, when synthetics are used in marginal applications or when lubricants are changed too frequently. Like many things in engineering and reliability, there is a “precision” component to good decisions. Defining Lubrication Excellence Only after we establish the Optimum Reference State do we have a way to define the meaning of lubrication excellence: “Lubrication excellence is achieved when the current state of lubrication approaches that of the Optimum Reference State.” Noria often uses a spider diagram to benchmark a plant’s current lubrication state across 11 categories relative to the Machinery Lubrication PUBLISHER Mike Ramsey - [email protected] Optimum Reference State (represented by the outer perimeter of the diagram). Each spoke of the diagram is a cumulative measure of lubrication performance against critical attributes within that category. The diagram gives a convenient snapshot of lubrication quality at a plant as well as the opportunity for improvement. The ORS is a state of preparedness and condition readiness that enables lubrication excellence. It gives the machine and its work environment “reliability DNA” as it relates to lubrication. Let’s take a look at some of these enabling attributes of the ORS: • People Preparedness. People are trained to modern lubrication skill standards and have certified competencies. • Machine Preparedness. Machines have the necessary design and accouterments for quality inspection, lubrication, contamination control, oil sampling, etc. • Precision Lubricants. Lubricants are correctly selected across key physical, chemical and performance properties, including base oil, viscosity, additives, film strength, oxidation stability, etc. • Precision Lubrication. Lubrication procedures, frequencies, amounts, locations, etc., are precisely designed to achieve the reliability objectives. • Oil Analysis. This includes optimal selection of the oil analysis lab, test slate, sampling 4 Features of ORS Critical Attributes Critical attributes of the Optimum Reference State (ORS) are similar to dynamic balance and precision alignment in rotating equipment. These necessary precursors to reliability are selected and measured by scientific and engineering methods. Each attribute must be: 1. Precise and definable (e.g., a specific lubricant sump level), 2. Measurable (e.g., a specific viscosity) or verifiable (e.g., a sample port location), 3. Controllable (by modification) and sustainable (by program continuity), 4. Able to achieve the desired reliability objectives related to the financial benefit, safety and machine readiness. frequency, alarm limits, troubleshooting rationale, etc. Critical attributes are the building blocks of the Optimum Reference State. These can be broken down into primary and secondary attributes. A primary attribute directly enables a desired level of machine reliability (e.g., the lubricant contaminant level will not exceed ISO 16/13/10). A secondary attribute supports or indirectly enables a primary attribute (e.g., a machine with a high-performance filter). The sum total of all lubrication ORS attributes in a plant is an engineering specification for lubrication excellence. Moving toward the Optimum Reference State is nearly always a process of modification and transformation. For many plants, this may require more of an intervention. Sometimes the best time for transformation is immediately after a crisis, such as after a costly business interruption from a machine failure. The modifications needed to enable the ORS can be numerous depending on the type and size of the plant. These include modifying people, machines, procedures, PMs and inspections, as well as condition-based maintenance activities. Plants approaching the Optimum Reference State might see asset utilization numbers increase from 5 to 10 percent and maintenance cost reductions as high as 10 to 50 percent. Of course, this depends on industry and many operating conditions. Over the years, Noria has monitored and observed top performers worldwide in the lubrication field. We’ve looked for unique traits that set these companies apart. We’ve found differences that are measurable, verifiable and controllable. These constitute the Optimum Reference State. The benefits are real, and so too are the opportunities to achieve them. About the Author Jim Fitch has a wealth of “in the trenches” experience in lubrication, oil analysis, tribology and machinery failure investigations. Over the past two decades, he has presented hundreds of courses on these subjects. Jim has published more than 200 technical articles, papers and publications. He serves as a U.S. delegate to the ISO tribology and oil analysis working group. Since 2002, he has been director and board member of the International Council for Machinery Lubrication. He is the CEO and a co-founder of Noria Corporation. Contact Jim at jfi[email protected]. GROUP PUBLISHER Brett O’Kelley - [email protected] EDITOR-IN-CHIEF Jason Sowards - [email protected] SENIOR EDITOR Jim Fitch - jfi[email protected] TECHNICAL WRITERS Jeremy Wright - [email protected] Matt Spurlock - [email protected] Josh Pickle - [email protected] CREATIVE DIRECTOR Ryan Kiker - [email protected] GRAPHIC ARTISTS Steve Kolker - [email protected] Gustavo Cervantes - [email protected] Julia Backus - [email protected] ADVERTISING SALES Tim Davidson - [email protected] 800-597-5460, ext. 224 MEDIA PRODUCTION MANAGER Rhonda Johnson - [email protected] CORRESPONDENCE You may address articles, case studies, special requests and other correspondence to: Editor-in-chief MACHINERY LUBRICATION Noria Corporation 1328 E. 43rd Court • Tulsa, Oklahoma 74105 Phone: 918-749-1400 Fax: 918-746-0925 E-mail address: [email protected] MACHINERY LUBRICATION Volume 11 - Issue 6 November-December 2011 (USPS 021-695) is published bimonthly by Noria Corporation, 1328 E. 43rd Court, Tulsa, OK 74105-4124. Periodicals postage paid at Tulsa, OK and additional mailing offices. POSTMASTER: Send address changes and form 3579 to MACHINERY LUBRICATION, P.O. BOX 47702, Plymouth, MN 55447-0401. Canada Post International Publications Mail Product (Canadian Distribution) Publications Mail Agreement #40612608. Send returns (Canada) to BleuChip International, P.O. Box 25542, London, Ontario, N6C 6B2. SUBSCRIBER SERVICES: The publisher reserves the right to accept or reject any subscription. Send subscription orders, change of address and all subscription related correspondence to: Noria Corporation, P.O. Box 47702, Plymouth, MN 55447. 800-869-6882 or Fax: 866-658-6156. Copyright © 2011 Noria Corporation. Noria, Machinery Lubrication and associated logos are trademarks of Noria Corporation. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission of Noria Corporation is prohibited. Machinery Lubrication is an independently produced publication of Noria Corporation. Noria Corporation reserves the right, with respect to submissions, to revise, republish and authorize its readers to use the tips and articles submitted for personal and commercial use. The opinions of those interviewed and those who write articles for this magazine are not necessarily shared by Noria Corporation. CONTENT NOTICE: The recommendations and information provided in Machinery Lubrication and its related information properties do not purport to address all of the safety concerns that may exist. It is the responsibility of the user to follow appropriate safety and health practices. Further, Noria does not make any representations, warranties, express or implied, regarding the accuracy, completeness or suitability, of the information or recommendations provided herewith. Noria shall not be liable for any injuries, loss of profits, business, goodwill, data, interruption of business, nor for incidental or consequential merchantability or fitness of purpose, or damages related to the use of information or recommendations provided. Award Winner, 2008, 2010 and 2011 November - December 2011 |3 Hydraulics HYDRAULICS AT WORK BRENDAN CASEY INVEST in PROACTIVE MAINTENANCE for your HYDRAULIC EQUIPMENT I recently purchased a used SUV with the plan to do some traveling with the family. It’s a big trip, starting with a journey across the Nullarbor Plain from the west to east coast of Australia. If you spend 12 hours a day in the car driving, you can cover the distance in four days. However, the Nullarbor is a desolate place. There’s not much out there. You’re lucky if you see a kangaroo or emu between gas stations, and they’re hundreds of miles apart. It’s certainly not somewhere you want to break down. This would be even more unacceptable for me, being a preventive maintenance guy and knowing if something goes wrong with the vehicle that I’m really going to hear about it from my wife. To minimize the possibility of any nasty (and embarrassing) surprises in the middle of the desert, I took my newly acquired but pre-loved SUV down to the automobile association for a thorough workshop inspection. I dropped it off in the morning, and when I arrived to collect it later that day, I could see it was still up on the hoist. 3 Steps Toward Proactive Maintenance 1 2 3 4| GOALS Set Cleanliness Targets 1 1 Target cleanliness level should reflect reliability goals. Take Specific Actions to Achieve Targets 1. Reduce ingression 2. Improve filtration Measure Contaminant Levels Frequently 1. What gets measured gets done (Step 2) 2. Post control charts of measured results November b - December D b 2011 | www.machinerylubrication.com hi l bi i CONTROL CHART I knew all was not well when the inspecting mechanic invited me out into the workshop. When we got underneath the vehicle, the first thing he pointed to was a broken front differential mount. While I’m thinking to myself, “Wow, that’s not very cool,” he shows me a lower front ball joint that’s shot. Strike two. Now I’m thinking, “Enough already.” Thankfully, there was no strike three. Of course, the ideal outcome from any maintenance inspection or predictive maintenance task is to find nothing wrong. On the other hand, the discovery of a fault, defect or other cause for alarm vindicates performance of the task. It essentially turns what could otherwise be classified as an expense into an investment. It’s kind of bittersweet. The dictionary defines expense as a loss for the sake of something gained. Investment is defined as property or other possession acquired for future financial return or benefit. Since the above issues are not the sort of problems you can fix on the side of the road with only a fistful of ring spanners, ignorance is not bliss. Based on the proverbial truth that a stitch in time saves nine, the $185 it cost to have my SUV inspected means that it was, by definition, an investment. Early detection undoubtedly saved me many hundreds, perhaps even thousands of dollars, and that’s without considering the likely stress and inconvenience a breakdown in the middle of nowhere would have caused. This leads to another point, which is what you do by way of preventative and predictive maintenance is largely determined by the cost and consequences of failure. Being about to embark on a transcontinental road trip raised the stakes. Had I not been, I wouldn’t have bothered having my SUV inspected. Yet it still would have been a sound investment. Notwithstanding the premise that a dollar spent on PM/PdM should always come back with friends attached, the bottom line is the more you know about the operational condition of your machines the better, especially when this intelligence can be acquired cheaply. In the case of hydraulic machines, a lot of useful predictive data can be gathered with minimal outlay. Pressure, temperature and speed (flow) are three revealing vital signs of every hydraulic machine that are easy and cheap to monitor. 95% of Lube-Tips subscribers view proactive maintenance as an investment. From a reliability perspective, operating pressure is load (and load influences wear) on the system’s components. Pressure, of course, is easy to monitor with the appropriate installation of pressure gauges or transducers. Output speed is diminished by internal leakage, a variable influenced by oil temperature (viscosity) and wear. Speed, or early detection of the loss of it, is easily achieved using a stopwatch to record machine cycle times. The operating oil temperature and thus viscosity influence component lubrication, and when temperature is monitored from an established baseline, it can provide early warning of loss of efficiency resulting from an increase in component wear or damage. The operating oil temperature of a hydraulic machine is easily monitored using an infrared thermometer (heat gun) or by the installation of appropriate instrumentation. In terms of tracking and compiling this data, it’s a good idea to take readings on the hottest and coldest days of the year as well as on a couple of average temperature days in between. This provides a baseline of information. In addition, taking readings at regular intervals — each day or shift, for example — can provide early warning of impending problems. If the system starts to have trouble, taking a set of readings will reveal if it’s operating outside its normal parameters. Beyond this, your mission is to determine what you should be doing by way of proactive maintenance for the hydraulic equipment you own or are responsible for and to make sure it’s all up to date. About the Author Brendan Casey is the founder of HydraulicSupermarket.com and the author of Insider Secrets to Hydraulics, Preventing Hydraulic Failures, Hydraulics Made Easy and Advanced Hydraulic Control. A fluid power specialist with an MBA, he has more than 20 years of experience in the design, maintenance and repair of mobile and industrial hydraulic equipment. Visit his Web site: www.HydraulicSupermarket.com. www.machinerylubrication.com | November - December 2011 |5 ML 6| COVER STORY November - December 2011 | www.machinerylubrication.com 2011 Salary Survey: Lubrication Earn Professionals What BY JASON SOWARDS, NORIA CORPORATION Machinery Lubrication recently conducted an online survey of lubrication professionals in the United States to discover what they earn based on their experience, education level, geographic location, age and other relevant factors. In addition to earning power, the survey included questions regarding company size, job security, job satisfaction and future potential. Responses poured in from nearly every state, with Texas, California and Pennsylvania registering the most results, while Vermont, Rhode Island and Delaware were the only states not represented. Employees from some of the industry’s largest and most wellknown companies participated in the survey, including Alcoa, Cargill, Caterpillar, Dow Chemical, Holcim, Kimberly-Clark, TempleInland, Fluor and Entergy. We wish to extend our thanks to everyone who contributed. The Results According to the results, machinery lubrication generally remains a male-dominated industry, as more than 96 percent of those responding to the survey were men. The small number of women who completed the survey reported an average salary that was 13 percent less than their male counterparts. Men were also more likely to have received a raise in the past year, while women were more likely to work fewer hours and be more satisfied with their jobs. The average age of the respondents was 49, with the youngest being 25 and the eldest 71 years old. However, age did not seem to play much of a role in compensation, as those 40 years of age and younger earned just $2,000 less per year on average than their older colleagues but were more likely to have received a raise and a bonus in the past year. www.machinerylubrication.com | November - December 2011 |7 COVER STORY Geographically, workers in the Western states reported the highest salaries, followed by those in the South. Salaries in the Northeast and Midwest lagged behind their contemporaries by almost 15 percent. Income So what do lubrication workers earn? Salaries ranged from $200,000 to $12,000 per year, with the average almost $77,000 annually. Education was a determining factor, as those who had earned a bachelor’s degree averaged more than $20,000 more per year than those who had completed some college work but had not received a degree. Meanwhile, respondents with a graduate degree made an average of almost $10,000 more per year than those with only a bachelor’s degree. Predictably, workers with only a highschool education earned the least at almost 10 percent less than those who had taken some college courses. Professional certification also seems to have a big impact on compensation, with those respondents holding some type of professional certification from the International Council for Machinery Lubrication (ICML) or another organization reporting 10 percent higher salaries than their non-certified peers. “There are bonuses for any type of continuing education relative to our business,” said one respondent. “It depends on the site and the qualifications they set in place, but for the most part they need to complete level I for oil analysis and lubrication (to be paid more),” wrote another survey participant. Certifications were most common among respondents in the food processing, mining, rubber/plastic, paper, chemicals, power generation and petroleum product industries. In addition, men were almost twice as likely to hold a professional certification as their female counterparts. Somewhat surprising was the fact that experience did not seem to affect the salary range as much as might be expected. Respondents with at least 10 years of experience in lubrication-related work made only 5 percent more than those with less experience, while those with 20 or more years of work experience garnered less than $5,000 more per year on average than their less experienced counterparts. In comparison to 2010, income among lubrication professionals rose in 2011 according to our survey. Seventy percent of workers 8| November - December 2011 | www.machinerylubrication.com COVER STORY reported receiving a raise in the past year, although most saw an increase of just 5 percent or less. Only 6 percent of respondents received pay increases exceeding 10 percent. That was better than the 3 percent who watched their salaries decrease over the last 12 months. Respondents with a bachelor’s degree or a professional certification and workers in power-generation facilities were among the most likely to have received a raise in 2011, while professionals in sales and petroleum products claimed the fewest raises over the past year. The largest salary increases were reported by those in maintenance management and those workers living in Texas. Bonuses were also prevalent in 2011, as more than 60 percent of survey participants said that they received a bonus in the past 12 months. Those respondents working more than 40 hours each week were the most likely to have received a bonus, while workers who did not supervise any employees were among the least likely to have received a bonus in the past year. In addition to their annual salaries, more than 90 percent of respondents receive other benefits, including health insurance and 401(k) contributions. However, only 35 percent collect any profit sharing. Job Satisfaction Rising income may have contributed to the high job satisfaction and overall contentment among survey participants, as 68 percent of respondents believe they are compensated fairly. Reliability professionals were the respondents most likely to believe their compensation was fair. Job satisfaction was quite high for most of the lubrication professionals who completed our survey, with more than 70 percent rating themselves as either satisfied or very satisfied with their jobs, compared with only 5 percent who were dissatisfied. Maintenance workers ranked as the most satisfied with their jobs among their peers. The factors that were regarded as the most important to job satisfaction were the challenge and stimulation of the position, 10 | November - December 2011 | www.machinerylubrication.com COVER STORY followed by work environment and salary and benefits. Fellow colleagues and making products that help people were at the bottom of the list. As for what respondents dislike about their jobs, most cited a lack of recognition or the hours and workload of their position. “With so much equipment to cover, there just isn’t enough time to look at or even check oil levels on some equipment,” complained one respondent. “As our plant grows, I have limited resources to manage the many competing priorities,” wrote another survey participant. “The workload combined with my school load gets to be a bit much sometimes, and it is somewhat hard to keep up with,” added another respondent. Work environment was another common item survey participants listed as something they disliked about their jobs. “Too many here are retirement age and not willing to make changes,” commented one respondent. “There is apathy, and management is cutting costs, looking for short-term profits.” “We have much opportunity for growth and profitability, but there is a lack of commitment,” said another worker. “Our inept management is unable to weed out the 2 percent deadwood of the workforce that creates a toxic work environment,” noted another respondent. Work Hours Long hours and hard work appear to be the norm for most in machinery lubrication, as the majority of respondents work more than 40 hours per week, and one-fourth claim to work 10 or more hours each day. The extra hours seemed to pay off with an average of almost $9,000 more per year for those working more than 40 hours weekly. However, respondents holding a professional certification tended to work fewer hours on average than those without certification, while those who supervise at least one employee reported working more hours on average than those who do not serve as a supervisor. Employee loyalty was one trait most respondents shared, with the majority having worked for their current employer at least 10 years and the average almost 15 years of service. Several even reported working more than 40 years for the same employer. Job Title and Function Most survey takers described their primary job function as reliability, maintenance or maintenance management. Those listing engineering in their job title or function earned the most, at $20,000 more per year on average than those in other fields. While “petroleum products” was predictably listed as the primary business activity for most respondents’ facilities, power generation, food processing, chemicals and mining were among the other top responses. More than half of those responding to the survey supervise at least one employee, yet those who did not oversee any employees earned only 4 percent less than those in supervisory roles. The big difference in salary appeared among supervisors when comparing the number of employees managed, as those supervising fewer than 12 | November - December 2011 | www.machinerylubrication.com 25 employees earned almost $12,000 less per year on average than supervisors of more than 25 employees. Survey participants with professional certifications were more likely to serve as a supervisor than those without a certification, and men were more likely to be supervisors than women. When it comes to company size, it seems to pay to work for a larger employer. While most survey participants work at facilities with 100 or more employees, these workers at the larger plants also reported 11 percent higher salaries than those employed at smaller plants. Job Security Although 80 percent of respondents believe their jobs are secure and 73 percent do not anticipate their company losing any lubricationrelated jobs next year, most do not expect their company to add any lubrication-related jobs, new product lines or shifts in the coming year. “There can be no job security if the economy does not improve and sales volumes do not increase,” wrote one respondent. “If there is no manufacturing, there are no machines requiring service,” warned another survey participant. 2012 Outlook According to our survey results, optimism for 2012 is high, with nearly two-thirds of respondents expecting their salary to increase in the coming year, and only 2 percent anticipating a decrease in compensation. Workers in Texas and California tended to be the most optimistic with regards to salary increases for the coming year, while survey participants in Ohio and Massachusetts were less hopeful in their compensation expectations for 2012. Most respondents listed the economy and worries of a doubledip recession as their greatest concerns heading into next year. “The economic instability of our nation makes me afraid that we will go back into recession,” said one respondent. “Manufacturing is not strong yet.” “I work in a construction-material supply organization, and overall volumes keep dropping,” wrote another survey participant. “The total number of available jobs to bid on is falling.” “If the economy stays flat, the drop in revenue will cancel or defer additional projects,” worried another respondent. Others cited environmental regulations and overseas competition as threats to their companies. “Environmental restrictions on manufacturers are making it impossible to manufacture in the USA,” noted one respondent. “There are too many choices on the market today,” wrote another survey participant. “If you don’t deliver the right product at the right price at the right time, there are plenty of manufacturers who can.” “Competitors undervalue our business by offering our services at prices below fair market value,” added another respondent. The lack of knowledgeable personnel entering the job market and the aging workforce were other common worries. “The labor force to hire from isn’t willing to work,” complained one respondent. “We are growing so fast that we cannot get enough quality people hired to do the jobs,” said another survey participant. “When they cut the next cost, many will retire, taking a lot of experience and leaving many scratching their heads,” wrote another worker. For more survey results or to participate in the next Machinery Lubrication poll, go to www.machinerylubrication.com. www.machinerylubrication.com | November - December 2011 | 13 INDUSTRY FOCUS PRODUCT NEWS GREASE GUN LIGHT The Grease Gun Light illuminates tough-to-reach areas where many grease zerks are located, enabling technicians to service vehicles much more quickly. The light also allows a technician to monitor the process to ensure that the grease fitting is not overfilled. To use the Grease Gun Light, simply attach the female end of the fitting to the end of the grease gun extension hose and then connect a grease coupler to the male end of the fitting. Thexton www.thexton.com 800-328-6277 DRUM SCALE Designed for weighing drums, barrels, containers, skids and pallets, the new portable platform scale from Alliance Scale Inc. features an anti-slip platform and a 1,000-pound capacity. The Alliance/CAS R-Series drum scale includes a digital weigh indicator with easy-access ramps on two sides, side rails to keep items onboard and two built-in handles and two rubber wheels for portability. The low-profile scale is available with a six-digit LED digital indicator and provides 1/2,000 external resolution. The digital weigh indicator comes with an 18-foot shielded cable and can be mounted virtually anywhere. Alliance Scale www.alliancescale.com 800-343-6802 GREASE TEST KIT The SKF Grease Test Kit offers a portable and userfriendly way to perform bearing grease condition assessments in the field. The kit enables users to easily take samples and evaluate grease consistency, oil bleeding characteristics and contamination without special training or the use of harmful chemicals. The kit is equipped with instructions, methodology, relevant tools for sampling and testing, and guidelines to interpret test results. Only a small sample size (0.5 grams of grease) is required to perform all three tests, and the process can be conducted as frequently as necessary. SKF USA Inc. www.skfusa.com 800-440-4SKF AUTOMATIC LUBRICATOR The new WRDP series automatic lubricator from TechValve is a wireless, programmable unit that incorporates a rod displacement pump system with power ratios up to 40-to-1 to guarantee reliable and accurate dispensing of liquid lubricants and grease. Each unit has an onboard human machine interface (HMI) but can also be remotely programmed from a computer anywhere in the facility. Programmable functions include number of cycles per shot, material totalization and a test button to manually run or test the program. TechValve Lubrication www.techvalveind.com 574-440-4961 14 November - December 2011 | www.machinerylubrication.com KINEMATIC VISCOMETER The new Q3000 kinematic viscometer from Spectro Inc. is portable, solventfree and temperature-controlled. It uses a split-cell capillary technique that allows the user to measure kinematic viscosity from only a few drops of oil. The entire sampling and testing process takes only a few minutes and can easily be conducted in the field or any portable environment. The Q3000 has an intuitive software user interface, weighs just less than 1.8 kg and is powered by a lithium-ion battery that provides more than six hours of continuous operation. Spectro Inc. www.spectroinc.com 978-486-0123 MULTI-METAL PROTECTANT Sprayon Products’ new LU 787 Eco-Grade Multi-Metal Protectant is a heavy-duty, biodegradable, dry-film corrosion preventative that penetrates into cracks and crevices of metal surfaces. Formulated with 100-percent vegetable oils, the light amber-colored protectant offers an environmentally friendly alternative to mineral oil-based products. It provides 24 months of outdoor protection and can be washed off with standard soap and water but does not come off in the rain. Sprayon LU 787 Eco-Grade Multi-Metal Protectant is designed for use on mild steel, aluminum, stainless steel, galvanized steel, chrome parts and more. Sprayon Products www.sprayon.com 800-SPRAYON LATCHING DRUM LID SYNTHETIC MOTOR OIL The new Z-Rod synthetic motor oil from Amsoil is engineered specifically for classic cars, muscle cars and other high-performance applications. Available in 10W-30 and 20W-50 viscosities, the motor oil features high-quality synthetic base stocks and a proprietary additive package tailored to prevent wear and provide maximum protection during storage. The oil is formulated with high levels of zinc and a unique blend of rust and corrosion inhibitors. New Pig’s new latching drum lid has fusible plugs for converting a 55-gallon steel drum into a safe storage container for oil or solvent-soaked materials. The drum lid easily attaches to new or reconditioned drums, and its FM-approved plugs make it ideal for use with flammable or combustible solids. A nitrile gasket and locking mechanism completely seal the drum lid to help reduce vapor emissions, while a removable hinge lets workers remove the lid without loosening the band around the drum. New Pig Corporation www.newpig.com 800-468-4647 Amsoil www.amsoil.com 800-777-8491 www.machinerylubrication.com | November - December 2011 15 ML LUBE TIPS PRE-FLUSH for Better Oil SAMPLES It is important to recognize that the amount of tubing, the size of the sample port and the volume of static oil in relation to the location of the sample port can all disturb the overall quality of the sample. For an effective, data-rich sample, appropriate presample flushing volumes should be included in sampling procedures and should be specific for each individual sample port. The industry rule of thumb is to pre-flush six to 10 times the total volume of static oil in a sample tube, port, port adapter and any dead legs of pipe in the systems upstream of the sample port location. The “Lube Tips” section of Machinery Lubrication magazine features innovative ideas submitted by our readers. Additional tips can be found in our Lube-Tips e-mail newsletter. If you have a tip to share, e-mail it to us at [email protected]. To sign up for the LubeTips newsletter, visit www.machinerylubrication.com and click on the “Newsletters” link at the top. Protect Metals with Corrosion Inhibitors Corrosion inhibitors are additives that suppress oxidation and prevent formation of acids. These inhibitors form a protective film on metal surfaces and are used primarily in internal combustion engines to protect alloy bearings and other metals from corrosion. Reasons for Increased Viscosity Assuming that no water is emulsified in the system, some reasons for an increase in viscosity of a circulating oil might include: • The oil may have oxidized • Pressure could have increased • Temperature might have decreased • Possible contamination with a higher viscosity fluid • Evaporative losses of light oil fractions from high temperatures • Glycol contamination • Soot contamination Upgrade to a High-efficiency Filter One of the biggest culprits for letting dirt into hydraulic and oil reservoirs is the air breather. Many systems come with a standard paper media breather with a nominal rating of about 40 microns. This allows the smaller, more destructive particles to get into the system very easily. Upgrading a standard breather to a high-efficiency filter is easily done using commercial bayonet adapters and quality synthetic hydraulic filters. Handle Containers with Care Avoid damage to drums and other large containers during handling. Negligent handling can cause leakage or ingression of dirt. Each container for in-plant lubricants should be used for only one oil, clearly marked for it and not substituted for another container. It also should be kept clean and sealed to keep out dirt. Never mix lubricants. 16 | November - December 2011 | www.machinerylubrication.com Lab Reports Require Quick Action Unless you have special arrangements, most laboratories retain your oil sample for only a short period of time. Seven to 14 days is typical. When you get back your reports and have a questionable result or want to have additional testing performed, call the lab immediately to avoid the risk of your sample being discarded. Getting More from Your Reservoir A properly constructed reservoir is more than just a tank to hold the oil until the pump demands fluid. Whenever practical, it should also be capable of dissipating heat from the oil, separating air from the oil and settling out contamination in the oil. INDUSTRY FOCUS BY STEFFEN D. NYMAN, C.C. JENSEN INC. Removing Dissolved Contaminants from Oil 0 Oil degradation products such as oxidation and varnish are known to cause problems in many industries but especially within power generation. The results are often costly turbine trip-outs, revenue losses and even penalties for not producing electricity or steam. Varnish-related issues seem to have escalated in the last few years, and many have found that the so-called dissolved soft contaminants are a major part of the problem. This article will describe the creation of soft contaminants, their consequences and how to detect them, as well as a new and improved method of removing them utilizing cooling and cellulose depth filter media. Warm vs. Cold Oil One of the most recent findings regarding oil degradation relates to how much oil temperature influences varnish precipitation, and thus how difficult it is to remove degradation products. Basically, oil degradation can be described as: Soft As the oxidation process continues, polymerization causes the formation of soft contaminants that alter the oil color and acidity level. These soft contaminants are precursors to varnish but are soluble in warm oil. However, changes in temperature will affect the equilibrium. A decrease in oil temperature will lead to higher concentrations of insolubles, which will precipitate out and agglomerate into varnish formation, whereas an increase in temperature will make the agglomerated contaminants go back into solution. Thus, warm oil will dissolve soft contaminants, while cold oil will let them fall out as varnish. Most oils will allow soft contaminants to precipitate out between 10 to 35 degrees C (50 to 95 degrees F). A comparison can be drawn to sugar in coffee. Hot coffee can dissolve a lot of sugar, but letting the coffee cool down will drop the saturation point so the sugar falls out in the bottom of the mug. Reheating the coffee will make the sugar go into solution again. Consequences of Soft Contaminants The last three steps are reversible. 18 November - December 2011 | www.machinerylubrication.com When soft contaminants are dissolved, typically in turbine oil at temperatures above 40 degrees C (100 degrees F), they cannot be removed through standard mechanical filters or electrostatic filters. Soft contaminants are polar in nature and adsorb onto dipolar (colder) metallic surfaces in “cold spots” or during outages when the turbine is stopped and the oil temperature drops. Soft contaminants also have lower thermal stability than oil, so they are more likely to bake onto hot surfaces, e.g., journal bearings. Varnish hardens into a lacquer-like coating on valve spools and sleeves, bearings, gears and other internal surfaces of the lube and hydraulic system. Even a thin layer of varnish is capable of shutting down an entire power plant. Varnish often forms in “cold spots” within the hydraulic system where sticking and malfunction of servo valves create problems in turbine regulation or during start-up. The sticky nature of varnish captures hard contaminants as they flow within the system, forming an abrasive, sandpaper-like finish on the metal surface, which accelerates component wear. INDUSTRY FOCUS A valve spool covered in varnish. Furthermore, varnish can obstruct oil flow and be an efficient insulator that causes bearing surfaces with varnish coatings to run hotter and heat exchangers coated with varnish to have lower efficiencies. Many gas turbines operate with an oil temperature of nearly 60 degrees C (140 degrees F) in the reservoir, while the oil leaving the bearings is hotter than 80 degrees C (175 degrees F). At these temperatures, the soft contaminants are dissolved completely in the lube oil. Detecting Soft Contaminants While different laboratories offer different varnish potential tests, the Ultra Centrifuge (UC) test and Membrane Patch Colorimetric (MPC) test offer good repeatability and easily understandable results. 81% of lubrication professionals have experienced problems caused by oil degradation products such as varnish and oxidation, according to a recent poll at machinerylubrication.com sediment-rating scale with a number of one to eight (with eight being the worst). The UC test indicates the actual varnish and insoluble contaminants in the oil. Soft contaminants seen in this test will result in varnish falling out as deposits on system components. The test is not recommended for oil that is highly contaminated with particles, because it masks the result, or for ester or glycol-based fluids, since specific gravity plays a role. However, UC and MPC tests are very useful tools to trigger an action, e.g., a filter or oil change. Removing Dissolved Soft Contaminants Most oil maintenance equipment available on the market is not capable of removing dissolved soft contaminants, but a new and improved method that combines cooling and cellulose depth media has proven to be highly effective. Utilizing air to cool oil prior to filtration with cellulose has been tried before, but in most environments the ambient temperature isn’t low enough to cool the oil below the needed 40 degrees C (100 degrees F). Field-test results clearly show how effective extensive cooling combined with a large mass of cellulose can be in removing oil degradation products from oil — dissolved and in suspension — even from turbines operating at high temperatures. The varnish level in turbine oil typically goes from alarm values to safe values within a few weeks (MPC 60 to below MPC 20). The MPC test shows soft contaminants (sludge and varnish) present in the oil by discoloration of the white cellulose patch. This quantifies oil degradation products, including those dissolved in the oil. The darker the color and the higher the MPC value, the more the oil is prone to form varnish deposits (typically up to MPC 100, with MPC 20 being a safe value). The UC test uses centrifugal force to extract insolubles and varnish precursors, driving them to the bottom of the test tube. The size of the concentrated material is then compared to a visual A CJC varnish removal unit. An example of UC and MPC results. 20 November - December 2011 | www.machinerylubrication.com Cellulose-based filters reduce particle, varnish and water contamination without the use of any chemicals or beads that may be harmful to the integrity of an oil’s additive package. The function can be compared to a sacrificial anode, except that the active filter isn’t consumed but saturated with contaminants that fall out and are adsorbed in this new “cold spot” of the lube/control oil system instead of in the bearings, valves and inline filters. This image reveals varnish retained by cellulose. How It Works Soft contaminants can be removed by adsorption to the cellulose material by so-called polar attraction. This polar attraction is referred to as physisorption, which is described as a physical attraction between the cellulose and the fluid phase of soft contaminants/varnish. It occurs naturally with no additional power needed. Part of this polar attraction is due to so-called van der Waals forces, which are molecule-to-molecule forces that cause small particles to adhere to a surface, e.g., how dust sticks to glass. The other part of the attraction is characterized as electrostatic forces incorporating hydrogen bonding between the soft contaminant/varnish molecule and the strings of cellulose. Many offline cellulose filters utilize the principle of polar attraction for retaining varnish, but some varnish removal units take it one step further. As previously described, the efficiency of varnish removal vastly depends on the oil temperature, which is why certain varnish removal units use extensive cooling to optimize the process — retaining dissolved and suspended soft contaminants from oil. The CJC varnish removal unit (VRU) incorporates cooling as well as a “multi-pass” arrangement known as “offline to offline” to make the specially designed inserts remove all soft contaminants from the oil. The cold oil is An inline filter from a hydraulic system covered in varnish. circulated over the filter inserts and the chiller five times before being reheated through a cross-flow heat exchanger and sent back to the system tank as varnish-free oil. The additives in the now varnish-free oil will start cleaning all the system components in contact with the oil, resulting in a complete varnish-free system after some weeks or months, depending on the amount of varnish built up. The following case study shows the results of removing dissolved soft contaminants from turbine oil. Case Study Energyworks Cartagena-Iberdrola is a combined cycle power plant in Spain that supplies steam and energy to SABIC (formerly GE Plastics). Its setup installed in 2002 consisted of two natural-gas-fired GE gas turbines of 42 megawatts (MW) each and one Alstom steam turbine of 11 MW. On each gas turbine, 6,500 liters (1,700 gallons) of turbine oil had been in operation since March 2007, and the oil’s operating temperature was between 66 to 85 degrees C (150 to 185 degrees F). The inline pressure filters were of a 5-micron filtration rate. These MPC membranes — varnish removal unit inlet (I) vs. outlet (0) — were taken in four successive samples from May 2011. www.machinerylubrication.com | November - December 2011 21 INDUSTRY FOCUS Benefits and Savings These oil sample bottles show oil before and after a single pass through a varnish removal unit. The Problem The plant had experienced turbine trips due to the malfunction of the hydraulic inlet guide vane valves and clogged inline filters. Dangerously high MPC values above MPC 60 also indicated soft contaminants and varnish deposits as a result of turbine oil degradation. Therefore, the plant was ready to replace the oil when another possibility came up. The solution was a varnish removal unit, which the plant agreed to try out. After 10 days with the unit in operation, the MPC value in the main reservoir dropped from MPC 64 to MPC 24, while oil samples from the outlet of the varnish removal unit showed MPC 12. By removing dissolved soft contaminants with a varnish removal unit, the plant not only prevented an oil change but also avoided future turbine trips. Replacing the 6,500 liters of turbine oil alone would have cost approximately $25,000 per gas turbine. When adding flushing and oil disposal costs, the total would have been nearly $35,000 for an oil change. The gas turbines in this combined cycle plant are part of a complex energy production chain, so any downtime immediately results in very high costs. If a turbine stops, the plant loses energy worth $4,600 per hour, plus the loss of steam production, which results in penalties, since the neighboring refinery needs the steam for its production. This adds up to approximately $166,000 for a turbine trip. From an environmental point of view, the benefits are quite clear. Without varnish removal, the plant would have changed the oil after only four years in use, which is a relatively short time considering the cost of extracting the crude oil, refining, blending, shipping, etc. In a sustainable solution, the oil should be able to last 10 to 20 years in operation without compromising its properties and without the need for flushing and cleaning tanks or components. While soft contaminants and varnish can result in costly downtime in the power industry, a combination of cooling and cellulose-based filters are capable of removing even dissolved soft contaminants from oil so turbine trips can be avoided and the reliability and availability of the plant can be ensured. About the Author Varnish-covered VRU inserts after 10 days in operation. 22 November - December 2011 | www.machinerylubrication.com Steffen D. Nyman is a certified machine lubricant analyst and 4MAT trainer in adult teaching skills. He has worked as a corporate trainer for C.C. Jensen since 2004, conducting more than 100 customized seminars in understanding oil management, including oil filtration systems for the marine, mining, power, offshore and wind industries. E-mail Steffen at steffen@ccjensen. com or visit www.ccjensen.com. Oil Analysis PRACTICING OIL ANALYSIS MATT SPURLOCK NORIA CORPORATION HOW to DEVELOP an EFFECTIVE OIL ANALYSIS STRATEGY Joining my sister at the emergency room for an issue with her son was an enlightening moment. The ER doctor walked in, reviewed some historical records on my nephew and began asking questions. As any mother would do, my sister gave the doctor a wealth of information, both relevant and not so relevant, to the current situation. It was the doctor’s job to filter the information and determine what was truly important and helpful. He kept pressing for more information and grilling my sister for clarification on even the smallest comment, which to her may have seemed inconsequential, but to him was significant. Example of an Oil Analysis Program Strategy A survey of 3,000 rotating assets showed that there were 1,500 oilfilled components (including pumps, gearboxes, hydraulic and lube oil reservoirs). In theory, there could be 1,500 oil samples collected at some interval. Studies showed that this was not financially feasible, and therefore the following criticality-based strategy was implemented: In the case of evaluating oil sample data, it is important to realize that few problems can be resolved based on a single data set or a single test. Like the doctor in the ER, an oil analyst needs to have some historical data on the component being checked. This means the analyst must know the right questions to ask and have the ability to hear what is being said, not just listening to the words. One of the first questions to ask when reviewing oil analysis data is, “What is the objective of the plant for this specific component?” It is fully possible and often quite warranted to have a different oil analysis strategy for different components assigned to the oil analysis program. The appropriate oil analysis strategy should be assigned based on component criticality. During the development of component criticality, a whole new set of issues arises, including: • Health, safety and environmental effects if failure occurs • Production loss impact due to failure • Potential costs of repair due to failure • Historical mean time between failures (MTBF) • Effectiveness of early warning systems Understanding component criticality is absolutely vital in establishing an appropriate oil analysis strategy. I was recently in a mill where components were added to the oil analysis program on an ad-hoc basis. In short, if a component failed, it was then added to oil analysis. At another mill, the maintenance manager wanted all oil-filled components to go through oil analysis. Obviously, neither of these strategies will end with the desired result, which should be early identification of potential failure using a proven method to cost effectively monitor equipment condition. Test Slate and Test Interval ld ’ hhelp l bbut realize li that h this hi scenario i is I couldn’t repeated quite often in our world of oil analysis, with a few changes in characters. In oil analysis, the patient is a machine. More specifically, it is a component of something larger. The end user has the vested interest in the health of the component, and the person evaluating the oil sample data is the doctor. 24 | November - December 2011 | www.machinerylubrication.com The next question to be asked should be, “Is the current test slate and test interval capable of supplying the information we need to meet the plant objectives for this component?” When developing an oil analysis strategy, we must consider two primary components: test slate and test interval. Both of these components may change depending on the strategy taken. Some of the best oil analysis programs utilize a hybrid approach of on-site and off-site testing. In future columns, we will explore Understanding component criticality is absolutely vital in establishing an appropriate oil analysis strategy. how to develop oil analysis strategies and form a cost benefits analysis for both approaches. In summary, there is no blanket strategy for oil analysis. The goal is to exercise a method by which a well-developed oil analysis program can be implemented and maintained. In doing so, the right questions need to be asked with relevant information being supplied to the analyst of the data, whether that analyst is on-site or remote. Once this takes place, we can ensure the program will be in a better position to achieve the desired results at an affordable cost. By the way, my nephew ended up doing well after his ER visit. If we get it right, our machines can survive simply through the routine visits. About the Author Matt Spurlock is the director of oil analysis services and technologies for Noria Corporation. For the past 20 years, Matt has helped companies develop world-class lubrication and oil analysis programs. Contact Matt at [email protected] and ask how Noria can help improve your lubrication program. www.machinerylubrication.com | November - December 2011 | 25 Bearing Lubrication FROM THE FIELD JOSH PICKLE NORIA CORPORATION The DANGERS of OVERGREASING When it comes to regreasing bearings, more is not always the Seal damage is another negative side effect of overgreasing. better option and actually can be a costly mistake. Instead, Grease guns can produce up to 15,000 psi, and when you overgrease greasing should be set on a frequency with proper calculations used a bearing housing, the lip seals can rupture, allowing contaminants to determine the amount of grease needed at each relubrication. such as water and dirt to gain access into the bearing housing. Keep The determining factor for the amount required in mind that lip seals usually fail around 500 psi. is based on the dimensions of the bearing or the This excessive pressure can also damage single bearing housing. and double-shielded bearings, causing the Overgreasing can lead to high operating shields facing the grease supply to collapse into temperatures, collapsed seals and in the case of the bearing race and leading to wear and evengreased electric motors, energy loss and failtually failure. When too much pressure is of lubrication professionals believe overgreasing is ures. The best ways to avoid these problems are generated from a grease gun due to overa problem at their plant, to establish a maintenance program, use calcugreasing, it is easy for the hard, crusty grease according to a recent survey at lations to determine the correct lubricant formed from heat (high operating temperamachinerylubrication.com amount and frequency of relubrication, and tures) to be broken apart and sent directly into utilize feedback instruments. the bearing track. Too much grease volume (overgreasing) in a bearing cavity will Overgreasing electric motor cavities has the same effect as with cause the rotating bearing elements to begin churning the grease, any bearing application except that grease can reach the motor pushing it out of the way, resulting in energy loss and rising tempera- windings. When filled completely with grease, an electric motor tures. This leads to rapid oxidation (chemical degradation) of the bearing will generate excessive heat due to churning. This results in grease as well as an accelerated rate of oil bleed, which is a separa- energy loss as well as an accelerated rate of oil bleed and hardening tion of the oil from the thickener. The heat that has been generated of the grease thickener. Again, the high pressure applied from a over time along with the oil bleed eventually will cook the grease grease gun can result in grease finding its way between the shaft and thickener into a hard, crusty build-up that can impair proper lubri- inner bearing cap and pressing into the inside of the motor. The cation and even block new grease from reaching the core of the result over time is the coating of the electric motor windings with bearing. This can result in accelerated wear of the rolling elements grease, which leads to both winding insulation and bearing failures. and then component failure. Setting up a maintenance program is key to solving the problem of overgreasing. Each lube point, whether it be a bearing housing or electric motor, should be tracked as an asset, and records kept for scheduling planned maintenance or inspections of the asset. While the initial setup of a maintenance system may take some time and hard work, the end results will have a major impact. Once you have planned the scheduling of the assets, you will need to determine the timing and amount of grease (volume) that should be applied at each point. The volume can be calculated with a simple equation (ref. SKF): G = 0.114 x D x B Where G = the amount of grease in ounces D = the bore diameter in inches B = the bearing width in inches Next, calibrate all grease guns in use and train the technicians on 70% 26 | November - December 2011 | www.machinerylubrication.com FROM THE FIELD Tips to Control Overgreasing Discontinue greasing when you feel abnormal back pressure. Always make sure exhaust ports are cleaned out from any debris or old, hard crust that could be blocking the passageway. Consider installing grease guns with pressure gauges, shut-off grease fittings or relief-type vent plugs. Slowly pump grease into bearings every few seconds. Using a quick-lever action could cause seal damage and not allow the grease to distribute throughout the bearing correctly. the proper procedures of usage. Calibrating a grease gun is very simple. All you need are the grease gun and a postal scale. Determining the weight in ounces per full stroke (shot) of the grease gun will allow you to identify the number of shots it takes to equal 1 ounce of grease. This will help you establish the right volume needed to ensure you are delivering the precise amount at each use. After you have determined the correct volume, it’s time to establish the proper frequency. There are several methods for estimating a regreasing frequency, including multiple calculators, tables and charts. The major factors in determining frequency are load, operation time, type of bearing, speed, temperature and environment. 28 | November - December 2011 | www.machinerylubrication.com Feedback tools can also be beneficial for fine-tuning your frequency. For example, ultrasonic instrumentation is one of the best ways to optimize the correct frequency and help you set up your maintenance program. Establishing appropriate procedures and inspections during relubrication is another important part of a maintenance program. Some basic steps include: • Cleaning areas around the fill and relief fittings. • Ensuring the grease relief valve moves freely or the drain plug is removed. • Checking to be sure the relief passage is clean from any hardened grease that may be blocking grease from exiting. • Greasing the bearing cavity with the correct calculated volume of grease while slowly adding each shot to minimize excessive pressure build-up. • Allowing the motor to run during and after greasing to expel any excess grease. This should be done before re-installing the purge port or bottom grease relief valve and cleaning the area of any excess grease. About the Author Josh Pickle is a technical consultant with Noria Corporation, focusing on machinery lubrication and maintenance in support of Noria’s Lubrication Process Design (LPD). He is a mechanical engineer who holds a Machine Lubrication Technician (MLT) Level I certification through the International Council for Machinery Lubrication (ICML). Contact Josh at [email protected]. ML GET TO KNOW DuPont’s Nesselroad Paves the Way at Washington Works Plant John Nesselroad got his start in machinery lubrication in 1989, serving as a production operator, training coordinator and lubrication technician for DuPont’s Washington Works plant in Washington, W.Va. He has also worked as an equipment operator for Universal Glass, as an operator for Shell Chemical and as a production machinist for Gould. Since 2008, he has served as a lubrication technician, helping his team improve the company lubrication program and develop a proactive approach to lubrication practices. Name: John Nesselroad Age: 61 Title: Lubrication Technician Company: DuPont Location: Washington, W.Va. Years of Service: 24 years Q What types of training have you had to get to your current position? A I have received Noria MLT I training and ICML certification, along with on-the-job training. I have also attended several Reliable Plant conferences. Q Are you planning to obtain additional training or achieve higher certifications? A At this point, I do not plan on additional training unless something is offered this year. I plan on retiring next year after 24 years of service. However, other folks in our crew are looking at obtaining (ICML) MLT II and MLA II certification training from Noria. Q What’s a normal work day like for you? A We have a morning meeting and then check any extra work via work orders, work requests or e-mails. Next, we load the day’s lubrication routes on the PDA, gather up all lubrication materials at the central lubrication shop and proceed to the work area. After lunch, we attend an afternoon meeting to confirm our progress or issues. We then return to the work area and verify that the area has adequate amounts of oil in the satellite shops. At the end of the day, we clean up and unload routes from the PDA. Q What is the amount and range of equipment that you help service through lubrication/oil analysis tasks? A Site-wide we service 4,000 to 5,000 pieces of equipment, ranging from small gearboxes or bearings containing 6 ounces of oil up to large equipment reservoirs with 1,500 gallons of oil. We take many samples on equipment that are typically 10 gallons or larger and/or 30 | November - December 2011 | www.machinerylubrication.com have high criticality. Our site currently has 12,000 lubrication tasks, and we average about 200 to 300 oil samples a month. Q What lubrication-related projects are you currently working on? A Currently, we are expanding to pick up the last production area on our site. We also are modifying our sample files to ensure more accurate streamline oil sampling and adding an additional lubrication bulk-storage system. Q What have been some of the biggest project successes in which you’ve played a part? A I assisted with the revamping of our lubrication program, set up filtration for all new oils that we use and helped with the expansion of our lubrication program into all of our production areas. Q How does your company view machinery lubrication in terms of importance and overall business strategy? A Our company is committed to machinery lubrication. Our site works proactively in dealing with lubrication. We understand the relationship between lubrication and equipment reliability, as well as all of the advantages associated with a solid lubrication program. Our site is getting a good return on its investment with longer equipment life and less money spent on oil and downtime. Q What made DuPont decide to put more emphasis on machinery lubrication? A Cost and reliability. It is more cost efficient to maintain equipment than to run until failure. It’s the best practice. Our site wanted to consolidate resources and put a centralized emphasis on lubrication. Operators are assigned these jobs, and it is their only job. There is more attention and detail paid to lubrication tasks with the lubrication group taking the ownership. Lubrication is an essential element of any reliability engineering program. The Washington Works site has had a lubrication program for decades. The program had been administered through our maintenance organization with the actual lubrication activities being completed by trained mechanics. In many instances, the mechanics performing lubrication would be pulled from their lubrication activities in order to perform other tasks. We ran a trial in our power division using dedicated operators and found that this worked out great. The operators were dedicated to the lubrication tasks and weren’t continually being pulled to do other work. This set the stage for us to pursue a dedicated lubrication team at Washington Works using operators. The criticality of the lubrication function drove us to pursue this dedicated work team, and the size of Washington Works made it cost justifiable to have a dedicated group that is leveraged across the site. Q What do you see as some of the more important trends taking place in the lubrication and oil analysis field? A We see oil cleanliness — all oil filtered before it ever reaches the equipment — as an important trend, as well as better storage of oils (containers, bulk storage, etc.) and changing oil on condition instead of on time because of increased and improved sampling. Get to Know … You? Want to be featured in the next “Get to Know” section or know someone who should be profiled in an upcoming issue of Machinery Lubrication magazine? Nominate yourself or fellow lubrication professionals by e-mailing a photo and contact information to [email protected]. www.machinerylubrication.com | November - December 2011 | 31 ML NOW ON MachineryLubrication.com Find more great articles and content from Machinery Lubrication magazine online. From Web exclusives and industry news to videos, white papers, buyer’s guides and more, everything that relates to machinery lubrication is available now on www.machinerylubrication.com. Lubrication Strategies for Electric Motor Bearings There is some disagreement among electric motor manufacturers as to the best bearing arrangement for horizontal-type, grease-lubricated, ball-bearing motors. There is also disagreement on the best technique for replenishing the grease supply in the bearing cartridge. This can result in industrial users employing less-than-ideal lubrication strategies or vulnerable bearing housing configurations. Read this article on the ML site to discover the best greaselubrication methods for electric motor bearings. Systematic Oil Analysis Interpretation Even if every task is performed correctly, the success of an oil analysis program hinges on accurate interpretation of test data. The objective is to provide a method of translating data into useful information through a disciplined, systematic approach. This will allow you to get the most from your program while preventing you from jumping to conclusions too early in the process, thereby reducing errors in interpretation. Find this article in the Oil Analysis section on the ML site. How Lubricants Work in Engines Getting to the Root of Poor Lubrication — Root Cause Analysis Techniques for the Lubrication Professional Lubrication professionals should be wellgrounded in the root cause analysis (RCA) process and its supplementary tools and methods to recognize the fundamental reason for a problem so they can implement a root cause solution. Learn these skills and integrate them with your knowledge of lubricants and lubrication systems by reading this article on the ML site. 32 | November - December 2011 | www.machinerylubrication.com This video describes how lubricants perform their role in engines. Access this 4-minute, 43-second video at www.machinerylubrication.com. Detecting Wear Metals Using LaserInduced Breakdown Spectroscopy By integrating a probe laser and a spectrometer, it is possible to achieve on-site, real-time oil analysis while maintaining a relatively low cost. Access this 3-minute, 2-second video at www.machinerylubrication.com. By the Numbers 50% 39% or more of lubrication procedures are outdated, based on survey responses at machinerylubrication.com of machinerylubrication.com visitors store lubricants outdoors. ML CROSSWORD PUZZLER Get a Printable Version of This Puzzle Online at: MachineryLubrication.com/puzzle 1 4 2 3 5 6 7 8 9 10 11 12 13 14 15 16 17 ACROSS 2 A synergistic phenomenon of both particle silting and polar adhesion. 6 A deposit resulting from the oxidation and polymerization of fuels and lubricants when exposed to high temperatures. 7 A method by which a specified volume of fluid is filtered through a membrane filter of known pore structure. 10 A crystalline form of carbon having a laminar structure. DOWN 1 Formation of an air or vapor pocket due to lowering of pressure in a liquid. 3 Lubricants containing asphaltic materials that are used for open gears and steel cables. 4 A filter assembly containing multiple ports and integral relating components that services more than one fluid circuit. 5 The change of direction or speed of light as it passes from one medium to another. 11 A general wearing away of a surface by constant scratching. 8 The science and technology of interacting surfaces in 13 The fluid entering a component. 15 A fluid circulation process designed to remove contamination from the wetted surfaces of a fluid system. relative motion. 9 A separator that removes air from the system fluid through the application of bubble dynamics. 16 Possessing viscosity. 12 The cuttings or filings that result from metal-working operations. 17 Compounds with an affinity for water. 14 Intimate mixture of oil and water. Get the solution on page 38 www.machinerylubrication.com | November - December 2011 | 33 ML CERTIFICATION NEWS Clopay’s LIPPERT REAPS the BENEFITS of ICML CERTIFICATION BY SUZY JAMIESON, ICML Scotty Lippert is often referred to as “ICML’s poster boy.” For 26 years, Lippert has been with his current employer, Clopay Plastics of Augusta, Ky. He was originally hired as an extrusion operator, promoted to team leader and then to supervisor before finally landing in his current position as planned maintenance specialist/lubrication systems leader, which he has occupied for the past 14 years. Lippert truly personifies the spirit of ICML for a number of reasons, including his mentoring, his giving nature and his passion Recognizing Excellence ICML’s John R. Battle and Augustus H. Gill awards were developed to benchmark industry by recognizing companies for their use of world-class best practices in lubrication and oil analysis programs for improved machine reliability. The organization hopes its awards’ criteria will serve as a road map and its award recipients will act as mentors for companies seeking excellence in lubrication and oil analysis programs. ICML awards are open to companies worldwide at no cost to the applicants and are independent of any involvement by the applicant companies in any area of ICML activity. To remain unbiased, it is ICML’s policy that nominations come directly from industry confirmed via plant personnel. For more information on ICML’s certification programs, visit www.lubecouncil.org. To submit a nomination for one of ICML’s recognition of excellence awards, e-mail your plant information to [email protected]. 34 | N November b - December D b 2011 | www.machinerylubrication.com hi l bi i In 2004, Scotty Lippert and Clopay received ICML’s John R. Battle Award for excellence in machinery lubrication. for volunteering, which are demonstrated by his involvement in his community, where he sits on several boards and committees and serves as county magistrate and county deputy judge executive. The respect that Clopay management pays to Lippert and his role within the company is what ICML hopes each certified lubrication technician and oil analyst will achieve. “Since attending my first Noria training course in 2002 and earning MLT I certification, not only did our company reap the benefits, but it also has been a professional career boost for me,” Lippert says. To date, Lippert’s program at Clopay remains the only dual recipient of ICML’s two major awards. After becoming the inaugural winners of ICML’s John R. Battle Award for excellence in machinery lubrication in 2004, Clopay won ICML’s Augustus H. Gill Award for excellence in oil analysis in 2006. Besides these prestigious awards, the company also claimed Machinery Lubrication’s Lube Room Challenge, while Lippert was named the 2007 Kentucky Manufacturing Employee of the Year for his work in the field of lubrication. Since receiving these awards, Lippert’s plant in Kentucky has been visited by several companies, most of them Fortune 500 companies from 11 different countries, to see first-hand and hear directly from Lippert how Clopay became world class in their lubrication and oil analysis programs. Being the humble person that he is, Lippert is still taken by surprise with all the recognition that he receives. “Acceptance from outside our plant to what we have done here has been more than I could have imagined,” Lippert notes. Still, the attention is well deserved. Just like ICML’s founding companies, Clopay was driven by a commitment to improvement when it set Lippert on his journey years ago. “We didn’t set out to be noticed but to improve reliability,” he recalls. Improvement is exactly what Lippert and Clopay achieved, both for the company and for industry. As other previous ICML award recipients, Lippert embraces his role as an ICML volunteer mentor to companies beginning their journey toward lubrication excellence. “We have been open to other companies in sharing what we have done at our plant,” Lippert explains. “Many plants have copied our program and told us that it is the most efficient maintenance program they have ever put in place. Personally, I have had many phone calls after presenting at conferences from people who attended asking for guidance and information on lubrication for their plant. I never hesitate to share the procedures and work practices we have developed for our plant. After all, it is one thing to have the guidelines for world-class lubrication, but actually putting them into effect is up to that organization or person.” The pride that Lippert has in the work he and his team do is quite evident. “We have many customers, and most are Fortune 500 companies that come into our plant and do extensive audits,” he adds. “Everyone has written on final audit documentation that we are a benchmark for lubrication.” Lippert also knows that excellence and world-class status are not achieved effortlessly or overnight. “Our plant lubricated the same way for more than half a century,” he says. “Changing the culture of personnel is challenging, but once they see the results, it does become easier to convert (them).” The results of receiving both of ICML’s top awards have gone far beyond what Lippert thought was possible. “The fame and recognition we have received from winning the ICML awards have been as overwhelming for me as the results we see from world-class lubrication in our plant,” he says. “Since winning these awards, I have received a citation of excellence from the Kentucky House of Representatives and also from the U.S. House of Representatives in Washington D.C., and I even met with the governor of Kentucky.” Almost 10 years after achieving his MLT I certification and having enjoyed a spotlight-filled journey since, Lippert remains the same grounded, extremely driven and passionate lubrication practitioner, except now, as ICML intended for each practitioner, he’s garnered the industry recognition of his work in machinery lubrication as being the dignified, technically valid field that it is. www.machinerylubrication.com | November - December 2011 | 35 CERTIFICATION NEWS ICML THANKS SUPPORTERS FOR 10 YEARS OF SERVICE The International Council for Machinery Lubrication (ICML) would like to thank the following advisory board and certification committee members for their countless efforts in making ICML possible. The organization also would like to acknowledge the companies listed below for providing volunteers, sponsoring exam venues, offering overall support of the organization’s efforts worldwide and participating directly or via one of their employees as members of ICML. The organization thanks you for 10 wonderful years of service and looks forward to many more to come. ICML Advisory Board Members Lindon Collinsworth, TXU AES Confiabilidad Sac, Peru Paul Dufresne, Georgia-Pacific Aes Warrior Run LLC Rick Baldridge, Cargill Inc. Janet Barker, Southwest Research Institute Larry Cote, Canadian Institute for NDE (CINDE) Angel Espinoza, Minera Yanacocha Aiken Technical College Confialub Consultoria em Lubrificação, Brazil John Farrell, Republic Interactive Consulting AIS Bolivia Coors Brewing Company CP&L Randy Hall, Temple-Inland Alcoa Alcoa, Iceland Crane & Co. Inc. Art Durnan, Rio Tinto D.A. Stuart Co. Dale Jones, Allegheny Technologies Alcoa, Jamaica Allegheny Technologies D.E.I. Ltd., UK Allied Reliability Diavik Diamond Mines Inc., Canada Allied Services Group Dominion Ameren UE Dow Corning and Molykote AMRRI DuPont Amsoil Inc. Eli Lilly Analysts Inc. ELVIB International Maintenance Anheuser Busch Inc. Entergy Inc. AP&P Consulting EPCO Inc. Arizona Public Service Company Eventful Management, Australia Ben Staats, Weldwood - International Paper Company Astriven, Ecuador Evoilution LLC Austin Energy Lab Services Exodus Machines Inc. Mark Sterling, Johnson Oil Company Australian Paper ExxonMobil Robert Stitzel, Phillips Petroleum Company AV Technology Ltd., UK Factor Humano, Dominican Republic (Levels I & II) Baltic Control, Greece Flint Hills Resources Jerry Barske, Nuclear Management Company Paul Whetstone, Refined Global Solutions Inc. Belray Gateway Energy & Coke Dave Williams, BP Castol Australia BFB Oil Research General Motors Aaron Black, Allied Services Group Georgia-Pacific Chesley Brown, TXU BHP Billiton Iron Ore Laboratory Lubricant Analyst Gerdau Ameristeel Michael Bryson, Southern California Edison BP Castol, Australia (Levels I & II) Bruce Power Goldcorp Canada Ltd. Janet Barker, Southwest Research Institute Bucyrus International Kurt Bittner, PSEG Nuclear Canadian Institute for NDE (CINDE) Lane Crandall, Oil Analysis Lab Inc. Cargill Inc. Holcim Cheryl Huff, R&G Laboratories Inc. Caribbean Analytical Services Ltd., Trinidad & Tobago Hormel I-Care Sprl, Belgium Cashman Equipment Company INCOI, Bolivia Catalyst Paper Industrial Oils Unlimited C.C. Jensen Ingelube SA, Chile Center for Reliability Excellence, Philippines Inspectorate America CEN-TEX Lube Partners INVISTA Chevron Texaco Global Lubricant ISP Elastomers Chrysler Ivy Tech Cia Vale do Rio Doce, Brazil Johnson Oil Company Organizations Involved with ICML City of Yuma JR Simplot Clarion Boards Inc. Kennecott Utah Copper ABBSOM, South Africa Clarus Technologies LLC KEW Engineering Ltd., UK Aconcagua Timber Corp. Cliffs Natural Resources Inc. Laboratorio Dr. Lantos, Argentina Technician (Levels I & II) Ademinsa Venezolana Clopay Corporation Lauregan Properties, New Zealand David Anderson, Catalyst Paper ADEMINSAC, Peru Compass21, Japan Laurentide Controls, Canada John Belsky, Unicco AEP Nuclear ConAgra Foods Lion Oil James Fitch, Noria Corporation William Hillman, A&B Asset Management Specialists Leith Hitchcock, GP Allied-Australia Doug McBride, Georgia-Pacific Gerald Putt, Goodyear (Retired) Kevan Slater, Maximum RPM Donald Smolenski, General Motors Mike Weiksner, Aiken Technical College ICML Certification Committee Members Machine Lubricant Analyst Andrew Calcagno, General Motors Dan Durbin, Anheuser Busch Inc. Angel Espinoza, Minera Yanacocha John Forsman, Nuclear Management Company John Gobert, The Hurt Company Inc. Brian Groff, Bucyrus International Jon Hershey, Pfizer Corporation Don Howard Jr., Belray Louis LaBella, Lion Oil Doug McBride, Georgia-Pacific Scott McCormack, Ameren UE Jeffery S. Miller, DuPont Stefan Minnaar, Rio Tinto Robert Pearson, Catalyst Paper Robert Perez, EPCO Inc. Phillip Pinkston, Allied Services Group Gene Shockey, Industrial Oils Unlimited Inc. Bryan Johnson, Arizona Public Service Company Shenghua Li, Chevron Global Lubricants Dave Lander, Clarion Boards Inc. Bruce Morton, Cashman Equipment Company Doug McBride, Georgia-Pacific John Sander, Lubrication Engineers Inc. Steve Mitchell, AEP Nuclear Mark Smith, Analysts Inc. Cliff Smart, Xcel Energy Matt Spurlock, Noria Corporation Justin Stover, C.C. Jensen Richard Wurzbach, MRG Corporation Allan Thibodeaux, Valero Energy Brian Thorp, Seminole Electric Cooperative Inc. Machine Lubrication 36 | Jon Hershey, Pfizer Corporation November - December 2011 | www.machinerylubrication.com Burlinghton Resources Goodyear Tire & Rubber Co. GPAllied Asia Pacific, Australia Graniterock International Paper Lube M.A.T.E. Oil Analysis & Lubrication Specialists Oil Analyzers Rio Tinto Oil-Dri Corp Lubrication Engineers Inc. RO-QUIP Asia Pacific Pte Ltd. Packaging Corp of America Lubrication Systems Co. Salt River Project Pall Corporation Lubrication Technologies, Inc. Saudi Aramco, Saudi Arabia PBBPolisur SA Lubrication Training & Consulting (LTC) SCA Tissue North America PDVSA Intevep, Venezuela Lubrificar Schroeder Industries LLC Petro Canada Lubrin, Brazil Petrobras Seminole Electric Cooperative Inc. LubriSource Lubrisupport Lubrosoft, China Mantenimiento Trading, Venezuela Maximum RPM Mecoil Diagnosi Meccaniche Srl, Italy Petrogal S.A., Portugal Shanghai Lubrosoft Lubricating Technology Co. Ltd. Pfizer Corporation Shawn Industries, Inc. PG&E National Energy Group Shell CIA. de Petróleos del Ecuador Phillips Petroleum Company Polk State College Portola Packaging Inc. México, S.A. De C.V. Shell Services, Australia SI Corporation Sigma Reliability Solutions, LLC PROACTIVE Conditioning & Monitoring Sdn Bhd, Malaysia Sil, Brazil Michelin Tire Corporation Minera San Cristobal, Bolivia Proaxion Technologies Inc. SKF Australia Minera Yanacocha, Peru Project AM, S.A., Panama SKF India Ltd. Mosaic Potash PSEG Nuclear SKF Latin America MRG Corporation MRG Labs PT. Tiara Vibrasindo Pratama, Indonesia Sociedad Minera Cerro Verde, Peru Newcrest Mining R&G Laboratories, Inc. Noria Corporation Refined Global Solutions, Inc. Noria Latin America Reliable Contamination Control LLC North Charleston Sewer District Reliable Process Solutions Nuclear Management Company Repsol Comercial S.A.C. Oil Analysis Lab Inc. Republic Interactive Consulting Metalux Molecular (Singapore) Pte Ltd. Simplot Canada Ltd. Solge Corporation, S. Korea Somerset Community College Southern California Edison Southern Company Southwest Research Institute Sun Coast Resources Inc. Teck Highland Valley Copper Tecnicas Reunidas Temple-Inland Termogram, Costa Rica The Hurt Company Inc. The Hydraulic Shop Thomas Petroleum TXU UE Systems UNICCO United Cement Company of Nigeria Ltd. (UniCem) Valero Energy Vela Eirl Ventura Foods Vine Tribometric Consultants Vision Industrial Sales Votorantin Metais, Peru VS Consultores S.A., Venezuela Wartsila Automation Services Washington County Career Center WE Energies Wearcheck, S. Africa West Fraser Westpower Equipment Ltd. Wise Choice Synthetics Inc. Xcel Energy Zellstoff Celgar, Canada www.machinerylubrication.com | November - December 2011 | 37 ML ASTM STANDARDS ASTM DEVELOPS NEW Standard PRACTICE for GREASE Sampling The American Society for Testing and Materials (ASTM) recently issued Method D7718-11, providing an approved standard practice for sampling critical grease-lubricated equipment. The new standard uses the methodology of the Grease Thief, which enables users to get a representative in-service grease sample from motor bearings, gearboxes, motor-operated valves and other critical machinery, then trend the analysis results for condition monitoring. This analysis of in-service lubricating grease not only can aid in predicting the life and condition of the grease-lubricated component, but it also can be combined with other technologies such as infrared imaging, vibration analysis and ultrasonic vibration analysis to predict when a machine may fail. The information obtained through these analyses may allow for more overall uptime by aiding in the prediction of grease-lubricated component failures as part of a predictive maintenance schedule. The prediction of a failing grease-lubricated component should also improve the level of safety of all who work around the component. “The new standard establishes methods for obtaining good samples from many types of components,” says Richard Wurzbach of MRG Labs. “Until now, there has not been reliable guidance for taking grease samples, which has severely limited the use of grease analysis as a diagnostic tool. With the advent of new technology and a standard approach for sampling, the door has been opened for grease analysis to take on the challenge of improving reliability of wind turbines, robotics, power plants, mining operations and manufacturing.” The use of the Grease Thief in the place of motor bearing drain plugs allows for proper grease purging while also capturing any purged grease for analysis. Traditionally, vibration analysis would be used to monitor the mechanical condition of a grease-lubricated electric motor. However, with the Grease Thief sampling devices, you can extract a reasonably representative sample of grease to detect mixing, grease degradation and wear particles. “This standard practice is the basis for companies to create procedures and processes to ensure reliable monitoring of greases 38 | November - December 2011 | www.machinerylubrication.com and grease-lubricated component condition,” Wurzbach adds. “Five methods are outlined, providing the proper precautions and steps, tools and methods, to consistently obtain and submit grease samples for analysis.” The Grease Thief Analyzer utilizes a die-extrusion process to measure changes in grease consistency and flow characteristics, and prepares a thin-film substrate for subsequent lab analysis with typical oil analysis instrumentation. Sampling kits provide the opportunity to obtain results from as little as 1 gram of grease. “In the same way that oil analysis has been enhanced by the use of sampling fittings and prescribed sampling procedures, grease analysis results can now stand on solid ground to encourage and enable reliable and consistent results,” Wurzbach notes. “The limited circulation of grease in machinery dictates that any samples be carefully obtained by an established best practice and with the right tools for the job. With the Grease Thief sampling technology and procedural guidance based on ASTM D7718, users now have the ability to confidently monitor and enhance the reliability of critical grease-lubricated components.” For more information, visit www.astm.org or contact MRG Labs at www.mrgcorp.com. From page 33 M L A C Q U N I F S O W L A D R F L U S H I C R A E R V F I R T A B R A S C T T I N I O O N N G V I S O B L P A C K I O I F L S L I T E R A T I O N T C H T E S T R D G R A P H I T E N B A O E U E N T L R M O A U G T L Y O C O U S R I H Y D R O P H I L I C N ML TEST your KNOWLEDGE This month, Machinery Lubrication continues its “Test Your Knowledge” section in which we focus on a group of questions from Noria’s Practice Exam for Level I Machine Lubrication Technician and Machine Lubricant Analyst. The answers are located at the bottom of this page. 1. The reservoir should be cleaned/flushed when: A) B) C) D) E) Every time the oil is changed. The plant is in a shutdown. The system fluid viscosity changes by 7 percent or more. Sludge and deposits are detected at the oil drain. The breather is changed. 2. Which of the following represents the highest NLGI consistency? A) B) C) D) E) Block grease ISO 460 000 18/16/13 8 3. Which hardware is the best for sampling pressurized lines above 500 psi? A) B) C) D) E) A long dead-leg of piping with a plug at the end A pressure-regulating valve or a helical coil connected to a mini-mess valve A capped drain plug A mini-mess valve located on an elbow A mini-mess valve located on a straight length of pipe 4. A crackle test can only detect water above: A) The saturation point, which depends on oil type and temperature B) 100 ppm C) 1,000 ppm D) 10,000 ppm E) 1 percent 5. Anti-wear and extreme pressure additives function by: Reacting within the bulk oil to form wear protecting chemicals. Are used in the same oil formulations. Reacting with the iron surface due to frictional heat to reduce surface damage. Stopping the wear reaction pathway. Altering the surface tension of the oil. Answers: 1-D; 2-A; 3-B; 4-A; 5-C A) B) C) D) E) www.machinerylubrication.com | November - December 2011 | 39 PRODUCT SUPERMARKET MEMOLUB® Lubrication Systems – Precise, Reliable. Lube up to 12 points with the reusable MEMOLUB®. Available in 3 sizes and 4 power options, MEMOLUB® uses low-cost replaceable lube cartridges with customer-specified grease or oil. PLI LLC www.memolub.com 800-635-8170 [email protected] Trust the hydraulic treatment from the only manufacturer in business for over 100 years. Purchase Bell Ultra exclusively from: Cornerstone Controls, Inc. Harvard’s filter systems are designed and built with quality materials and craftsmanship to provide years of trouble-free service. Filter elements for viscosity ranges from fuels to gear oils (ISO 1000). Customers report clean fluids to ISO 13/12/8 in operation. Contaminant capacity per element is about four pounds. The product has demonstrated the ability to remove one gallon of water from oil. Harvard Corporation www.harvardcorp.com 800-523-1327 GARZO, Inc. www.garzoproducts.com/108.html 713-466-8679 [email protected] Valve reduces sampling time by 80% Plus - Unique 360° rotating spout allows easy one hand sampling. Stainless steel chain and clip. NEW higher flow for low pressure applications. NEW rugged spout design with easy to grip knurled cap. Inolex Chemical Company synthesizes premium ester base oils for high-performance lubricant applications such as chain formulations for oven temperatures up to 550°C. HX-1 food grade oils for baking chains are available. Checkfluid, Inc. www.inolex.com 800-521-9891 [email protected] Inolex Chemical Company 407-688-7439 www.bellperformance.com/bell-ultra www.checkfluid.com 866-652-8728 info@checkfluid.com The Easylube RFID Patrol Management Automatic Lubrication System provides precision bearing lubrication and condition monitoring in one system. Easily calculate and manage greasing quantities and intervals using our software. One Eye Industries for all your magnetic and industrial filtration needs. Our filtration solutions have applications in all industries. We manufacture an extensive product line utilizing new magnet technology. Hornche Corporation One Eye Industries, Inc. Maximize productivity and reduce costs with the power of Castrol High Performance Lubricants. • Gear Oils • Greases • Hydraulic Oils • Way Lubricants • Compressor Oils • Chain Oils. Only Castrol Industrial has the technology inside. Contact us at [email protected] www.oneeyeindustries.com 877-888-8727 [email protected] 877-641-1600 www.easylube.com [email protected] 40 GARZO Model 108B controllers maintain oil levels in engines and compressor crankcases to prevent equipment damage and save oil. The standard valve assembly works with atmospheric tanks or up to 15 psig oil supply pressures. November - December 2011 | www.machinerylubrication.com Castrol Industrial North America Inc. PAID A DVERTISING SECTION Summit RHT is a superior ammonia compressor oil. The API Group II hydro-processed formula is chemically stable with lower oil-carryover, less wear, less foaming, extended oil drain intervals and operational efficiency gains. The IFH Group has dozens of mobile lubrication carts that hold 15, 30, 65 gallons or more. IFH offers 2- and 4-wheeled carts & custom-mobile lubrication systems that can be put on trailers, electric carts or trucks. Know when to lubricate with UE Systems Ultraprobe® 201 Grease Caddy. Sensing ultrasound, Grease Caddy isolates bearing sounds making it easier to listen in noisy plant environments. Wear on a holster or attach to grease gun. The IFH Group, Inc. UE Systems, Inc. www.ifhgroup.com 800-435-7003 www.uesystems.com [email protected] 800-223-1325 Ensure protection from live parts and arc flash - Safety Plugs allow technicians to quickly connect/disconnect electrical equipment. Exclusive features protect from electrical hazards and simplify NFPA 70E compliance. FREE samples available. Because viscosity measurement should be simple, CANNON is excited to introduce the SimpleVIS™ portable viscometer. Everything is included to get you started, minus your sample and solvent. Contact us for more information. Meltric Corporation Cannon Instrument Company The SureSample utilizes a patented vacuum technology that eliminates the need for sample pumps. Simply affix the length of tubing to the SureSample bottle, insert into a reservoir or sample port, and let the bottle do the rest. www.cannoninstrument.com 800-676-6232 [email protected] www.analystsinc.com 800-655-4473 [email protected] www.meltric.com 800-433-7642 [email protected] This DVD includes instructive videos and animations to give viewers a better understanding of electric motor bearings and how to lubricate them properly. Noria Corporation store.noria.com 800-597-5460 Escalator Chain Lube is a synthetic lubricant; it excels in lubricating the chains of escalators, moving sidewalks & elevator doors. Its high-film strength improves equipment reliability while reducing lubricant consumption. Royal Purple, Inc. www.royal-purple-industrial.com 888-382-6300 [email protected] Summit Industrial Products www.klsummit.com/RHTSeries.pdf [email protected] 800-749-5823 Analysts, Inc. Fundamentals of Machinery Lubrication provides more than 24 hours of foundational training on best practices for machinery lubrication and oil sampling. It lays the groundwork for establishing a world-class lubrication program and is a Level I certification prep course. This online training format allows 24/7, anywhere accessibility. Noria Corporation store.noria.com 800-597-5460 www.machinerylubrication.com | November - December 2011 41 Synthetic Lubricants BACK PAGE BASICS JEREMY WRIGHT | NORIA CORPORATION The BASICS of SYNTHETIC OIL TECHNOLOGY In the 1930s, Dr. Hermann Zorn of Germany was searching for a lubricant with the properties of natural oils derived from crude oil but without the undesirable properties (high pour points, tendency to gum or gel in combustion engines, low oxidation resistance at higher temperatures, etc.). Germany was also in need of a product that was not derived from crude oil, as the nation’s access to crude oil was becoming increasingly scarce. By the mid1940s, the fruit of Dr. Zorn’s labor included more than 3,500 different blends of esters, including diesters and polyolesters. of lubrication professionals use both synthetic and mineral-based lubricants in their plant, according to a recent survey at machinerylubrication.com Types and Terminology There are two American Petroleum Institute (API) base oil categories that include synthetics. The first is API Group IV. The only synthetic base oil included in this group is polyalphaolefin or PAO. PAOs are made by polymerizing an alpha-olefin molecule like ethylene. In an alpha-olefin molecule, there is a carbon-carbon double bond with hydrogen branching off. The second category is API Group V. These are nonPAO synthetic bases. Examples include diesters, polyolesters, alkylated benzenes, phosphate esters, etc. Basically, if it is a synthetic and it is not a PAO, it is a Group V. Some confusion has arisen recently regarding the use of the word “synthetic.” Several petrochemical companies have developed 42 | November - December 2011 | www.machinerylubrication.com POSSIBLE ADVANTAGES The first real-world trial for these lubricants came during World War II when both Germany and U.S. forces began using synthetic base oil in aircraft engines. They noticed the synthetics made engine starts much easier in colder climates (due to the high viscosity index) and significantly decreased soot deposits that would build up in oil radiators when using conventional (crude oil-derived) lubricants. SYNTHETIC PROPERTIES POSSIBLE DISADVANTAGES 54% processes involving catalytic conversion of crude oil base stock under high pressures and temperatures in the presence of hydrogen to form very high-quality mineral lubricants. These oils, which are known as API Group III, are so highly refined that their properties almost match that of the Group IV synthetics. They are so close in fact that the U.S. court system sided with a manufacturer of these Group III “synthetics” when a lawsuit was brought up for false advertising. Even though these Group III base oils are derived from crude oil, they can now legally, from a marketing standpoint, call them synthetic. WHAT IT MEANS Higher flash point Improved fire resistance and thermal stability Lower pour point Improved low-temperature pumpability/lubrication Fire resistance Good for high-risk hydraulic applications Oxidation stability Extended oil drains, resists severe conditions Thermal stability Oil doesn’t degrade or thicken at high temperatures High viscosity index Functions like a multi-grade oil Lower friction Reduced energy consumption costs Natural detergency Helps keep surfaces clean of deposits High shear strength No viscosity thinning, unlike multi-grade mineral oils High cost A synthetic can cost four to 15 times more than mineral oil Toxicity Phosphate esters may be a toxicity risk Hazardous disposal Disposal of phosphate esters is more expensive Solubility Some additives are difficult to maintain in solution Seal compatibility Some seals may shrink or swell with synthetics, some incompatibility with coats (e.g., paints) and plastics Hydrolytic stability Ester-based synthetics may degrade in the presence of water Mixability Some are unmixable in other fluids (incompatible) BACK PAGE BASICS When to Choose a Synthetic About the Author When designing a lubrication program, I use a very simple set of rules to know when to choose a synthetic for an application. They are as follows: • when equipment-performance demands exceed the capabilities of mineral-based fluid, • when synthetic properties can become problem-solvers, • when life-cycle cost savings can be realized, or • when safety and environmental issues can be enhanced. Jeremy Wright is vice president of technical services for Noria Corporation. He serves as a senior technical consultant for Lubrication Process Design projects and as a senior instructor for Noria’s Fundamentals of Machinery Lubrication and Advanced Machinery Lubrication training. He is a certified maintenance reliability professional through the Society for Maintenance and Reliability Professionals, and holds Machine Lubricant Analyst Level III and Machine Lubrication Technician Level II certifications through the International Council for Machinery Lubrication. Contact Jeremy at [email protected]. SYNTHETIC FLUID STRENGTHS WEAKNESSES APPLICATIONS POLYALPHAOLEFINS High VI, high thermal oxidative stability, low volatility, good flow properties at low temperatures, nontoxic Limited biodegradability, limited additive solubility, seal shrinkage risk Engine oils, gear oils, bearing oils, compressor oils, high-temperature grease, lube-for-life applications DIESTERS AND POLYOLESTERS Nontoxic, biodegradable, high VI, good low-temperature properties, miscible with mineral oils Low viscosities only, bad hydrolytic stability, limited seal and paint compatibility Compressor oils, high-temperature grease, co-base stock with PAOs, bearing oils, gear oils, oil mist, jet engine oils Fire resistant, biodegrades quickly, excellent wear resistance, scuffing protection Low VI, limited seal compatibility, not miscible with mineral oils, moderate hydrolytic stability Fire-resistant hydraulic fluids used in power plants, factories, marine vessels, mining, aircraft, mobile equipment Excellent lubricity, nontoxic, good thermal and oxidative stability, high VI Additives marginally miscible, not miscible with mineral oils, limited seal and paint compatibility Refrigeration compressors, brake fluids (water soluble), fire-resistant fluids (water soluble), gas compressors (low gas solubility), worm and high-temperature gears, chain lube (clean burn off), metal-working and quenchants, H1 food grade Highest VI, high chemical stability, excellent seal compatibility, very good thermal and oxidative stability Worst mixed and boundary film lubrication properties, not miscible with mineral oils or additives High-temperature fluids, specialty greases, lubricant-contacting chemicals, some brake fluids PHOSPHATE ESTERS POLYALKYLENE GLYCOLS SILICONES Machinery Lubrication Statement of Ownership 2011 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. Publication Title: Machinery Lubrication Publication Number: 021-695 Filing Date: November 14, 2011 Issue Frequency: Bi-monthly Number of Issues Published Annually: 6 Annual Subscription Price: Free to qualified subscribers Complete Mailing Address of Known Office of Publication: Noria Corporation, 1328 E. 43rd Ct., Tulsa, OK 74105 Complete Mailing Address of Headquarters or General Business Office of Publisher: Noria Corporation, 1328 E. 43rd Ct., Tulsa, OK 74105 Full Names and Complete Mailing Addresses of Publisher, Editor, and Managing Editor: Publisher: Mike Ramsey, Noria Corporation, 1328 E. 43rd Ct., Tulsa, OK 74105 Editor: Jim Fitch, Noria Corporation, 1328 E. 43rd Ct., Tulsa, OK 74105 Managing Editor: Jason Sowards, Noria Corporation, 1328 E. 43rd Ct., Tulsa, OK 74105 Owner (If the publication is owned by a corporation, give the name and address of the corporation immediately followed by the names and addresses of all stockholders owning or holding 1 percent or more of the total amount of stock) Owner: Noria Corporation, 1328 E. 43rd Ct., Tulsa, OK 74105 Known Bondholders, Mortgagees, and Other Security Holders Owning or Holding 1 Percent or More of Total Amount of Bonds, Mortgages, or Other Securities: None Tax Status (For completion by nonprofit organizations authorized to mail at nonprofit rates): Has not changed During Preceding 12 Months Publication Title: Machinery Lubrication Issue Date for Circulation Data Below: SEP/OCT 2011 Extent and Nature of Circulation: to disseminate information to members Average No. Copies Each Issue During Preceding 12 Months a. Total Number of Copies (Net press run): 28,104 b. Legitimate Paid and/or Requested Distribution (By Mail and Outside the Mail) (1) Outside County Paid/Requested Mail Subscriptions stated on PS Form 44 | November - December 2011 | www.machinerylubrication.com 3541: 14,319 (2) In-County Paid/Requested Mail Subscriptions stated on PS Form 3541: 0 (3) Sales Through Dealers and Carriers, Street Vendors, Counter Sales, and Other Paid or Requested Distribution Outside USPS®: 0 (4) Requested Copies Distributed by Other Mail Classes Through the USPS (e.g. First-Class Mail®): 0 c. Total Paid and/ or Requested Circulation: 14,319 d. Nonrequested Distribution (By Mail and Outside the Mail) (1) Outside County Nonrequested Copies Stated on PS Form 3541: 13,197 (2) In-County Nonrequested Copies Stated on PS Form 3541: 0 (3) Nonrequested Copies Distributed Through the USPS by Other Classes of Mail: 0 (4) Nonrequested Copies Distributed Outside the Mail: 200 e. Total Nonrequested Distribution: 13,397 f. Total Distribution: 27,716 g. Copies not Distributed: 388 h. Total: 28,104 i. Percent Paid and/or Requested Circulation 52% No. Copies of Single Issue Published Nearest to Filing Date a. Total Number of Copies (Net press run): 28,500 b. Legitimate Paid and/or Requested Distribution (By Mail and Outside the Mail) (1) Outside County Paid/Requested Mail Subscriptions stated on PS Form 3541: 14,602 (2) In-County Paid/Requested Mail Subscriptions stated on PS Form 3541: 0 (3) Sales Through Dealers and Carriers, Street Vendors, Counter Sales, and Other Paid or Requested Distribution Outside USPS®: 0 (4) Requested Copies Distributed by Other Mail Classes Through the USPS (e.g. First-Class Mail®): 0 c. Total Paid and/or Requested Circulation: 14,602 d. Nonrequested Distribution (By Mail and Outside the Mail) (1) Outside County Nonrequested Copies Stated on PS Form 3541: 13,380 (2) In-County Nonrequested Copies Stated on PS Form 3541: 0 (3) Nonrequested Copies Distributed Through the USPS by Other Classes of Mail: 0 (4) Nonrequested Copies Distributed Outside the Mail: 75 e. Total Nonrequested Distribution: 13,455 f. Total Distribution: 28,057 g. Copies not Distributed: 443 h. Total: 28,500 i. Percent Paid and/or Requested Circulation 52% 16. Publication of Statement of Ownership for a Requester Publication is required and will be printed in the NOV/DEC 2011 issue of this publication. 17. Signature and Title of Editor, Publisher, Business Manager, or Owner: Mike Ramsey, November 14, 2011. I certify that all information furnished on this form is true and complete. I understand that anyone who furnishes false or misleading information on this form or who omits material or information requested on the form may be subject to criminal sanctions (including fines and imprisonment) and/or civil sanctions (including civil penalties). 11 7 6 12 13 5 144 4 155 3 2 16 feer Noria’s 113th Annual Conference & Exhibition 1 0 5 0 1 1 17 2 2 0 1 2 IINDIANAPOLIS, NDIANAPOLIS IN IN • MAY MAY 1 - 3 In its 13th year, RELIABLE PLANT has lined up some major drivers for conference tracks and sessions. Attendees will gain useful insight in multiple areas of lubrication, oil analysis and reliability. With superior conference content and intensely loyal spectators, no other forum brings industry professionals together and provides comprehensive coverage of trends, technologies and issues. Schedule at a Glance Monday, April 30 7:00 a.m. – 6:00 p.m. 8:00 a.m. – 5:00 p.m. 8:00 a.m. – 4:30 p.m. 5:30 p.m. – 8:30 p.m. 5:30 p.m. – 8:30 p.m. Tuesday, May 1 7:00 a.m. – 6:00 p.m. 7:30 a.m. – 8:00 a.m. 8:00 a.m. – 9:20 a.m. 9:30 a.m. – 10:50 a.m. 11:00 a.m. – 11:50 a.m. 12:00 p.m. – 1:20 p.m. 1:30 p.m. – 5:20 p.m. 5:30 p.m. – 6:30 p.m. 9:30 a.m. – 6:30 p.m. Wednesday, May 2 7:00 a.m. – 6:00 p.m. 7:30 a.m. – 8:00 a.m. 8:00 a.m. – 9:50 a.m. 10:00 a.m. – 10:50 a.m. 11:00 a.m. – 11:50 a.m. 12:00 p.m. – 1:20 p.m. 1:30 p.m. – 5:20 p.m. 3:30 p.m. – 4:40 p.m. 5:30 p.m. – 6:30 p.m. 6:00 p.m. – 9:00 p.m. Registration at the Indiana Convention Center Exhibit Hall Set Up Pre-Conference Workshops Certification Testing –– International Council for Machinery Lubrication (ICML) Certification Testing –– Society for Maintenance & Reliability Professionals (SMRP) Registration at the Indiana Convention Center Continental Breakfast Opening Keynote Session Exhibit Hall Grand Opening Conference Sessions Lunch in Exhibit Hall Conference Sessions Meet and Greet Reception in Exhibit Hall Exhibition Hours 9:30 a.m. – 6:30 p.m. Registration at the Indiana Convention Center Continental Breakfast Conference Sessions Refreshments in Exhibit Hall Conference Sessions Lunch in Exhibit Hall Conference Sessions Refreshments in Exhibit Hall Networking Reception in Exhibit Hall Certification Testing –– International Council for Machinery Lubrication (ICML) Certification Testing –– Society for Maintenance & Reliability Professionals (SMRP) Exhibition Hours Thursday, May 3 7:00 a.m. – 11:00 a.m. 7:30 a.m. – 8:00 a.m. 8:00 a.m. – 8:50 a.m. 9:20 a.m. – 11:10 a.m. 11:15 a.m. 8:50 a.m. – 12:00 p.m. Registration at the Indiana Convention Center Continental Breakfast Conference Sessions Conference Sessions Giveaways in Exhibit Hall Exhibition Hours 6:00 p.m. – 9:00 p.m. TRACK TALK FROM THE INSIDE LANE “You’re always looking for that edge to help you manufacture your product with quality and low cost to stay ahead of your competitors – that’s what this is all about.” Brian Wommack, Power Partners For complete details, visit conference.reliableplant.com Learning Sessions RELIABLE PLANT will feature five conference tracks – three focused on lubrication and two fo focused on reliability – and approximately 13 sessions per day over the course of three days. W With a packed agenda of tactics and solutions for substantial advances in plant performance an and profitability, attendees will have 60+ learning sessions to choose from. • Lubrication Excellence – Devoted exclusively to using effective lubrication and oil analysis practices to get the most from a plant’s physical equipment assets. These unique presentations, delivered by experts and successful lubrication practitioners, demonstrate how to achieve the efficiencies and financial benefits of a proper, proactive lubrication program. • Reliability World – Spotlights the winning strategies and best practices that drive reliability results to the bottom line. Industry experts deliver compelling, practical learning sessions, with particular focus on case studies where the use of effective reliability strategies has led to measurable economic and productivity benefits. Be sure to visit conference.reliableplant.com for a complete schedule of pre-conference workshops, learning sessions and keynote information. General Session/Featured Keynote IndyCar Series driver Davey Hamilton will launch us out of the pole position during the Opening General Session with a keynote address that’s bound to deliver horsepower and start your engines! Tuesday, May 1 8:00 a.m. – 9:20 a.m. Open to all registered attendees Hamilton, a second-generation racer whose career was inspired by his father Ken, is a versatile driver who won championships in Super Modifieds and the famed Copper World Classic three times. He competed regularly in the IZOD IndyCar Series from 1996-2001 until his life was changed forever after a crash at Texas Motor Speedway in which he nearly lost his feet and legs. After 21 operations and two years of rehabilitation, Hamilton returned to IndyCar racing at the Indianapolis 500 in May 2007, and provides driver analysis for the Indianapolis Motor Speedway Radio Network. In February 2009, Hamilton formed a Firestone Indy Lights team with Kingdom Racing. Brandon Wagner serves as the team’s driver and scored the team’s first win in 2010. Win a High Performance Hideout! Need a place of your own to escape, but can’t outfit your ideal hideaway? Let RELIABLE PLANT do it! Perhaps a turbo-charged TV room complete with 70” screen, Blu-Ray and surround sound system, recliners and a game table? It’s all within your grasp. How to Win: Check out the latest products and services from the sponsoring exhibiting companies in the Exhibit Hall, get your entry form stamped and then register to win! Visit conference.reliableplant.com for complete contest rules and eligibility. Diagram shown is for demo purposes only – winner will be awarded a check to outfit their own High Performance Hideout! Giveaway sponsored by: Air Sentry, ALS Tribology, Analysts, Inc., Argo-Hytos, Inc., Azima DLI, CITGO Petroleum Corporation, Donaldson Company, Inc., Emerson Process Management, Esco Products, Inc., Fluidall, LLC, Fluitec International, Harvard Corporation, Herguth Laboratories, Inc., Hach Company, HYDAC Technology Corporation, Hy-Pro Filtration, Indiana Bottle Company, Inpro/Seal Company, JAX, Inc., Kluber Lubrication N.A., Liquidynamics, Lubrication Engineers, Inc., Ludeca, Inc., MP Filtri U.S.A., PerkinElmer, Inc., POLARIS Laboratories, Pulsarlube U.S.A., Inc., SKF U.S.A., Inc., Specialty Manufacturing, Inc., Ultralube, Y2K Fluid Power, Shell Lubricants Picture Yourself Here Who Should Attend Whether you’re entry-level or a seasoned member of your plant’s management team, you’ll benefit from the comprehensive schedule of sessions, case studies and peer interactions. Asset Care Planners CBM Coordinators and Specialists Chief Engineers Design Engineers Engineering Managers Engineers Facility Managers General Managers Hydraulic Specialists Industrial Maintenance Supervisors Industrial Mechanics Infrared/Vibration Technicians Lab Managers Lube Analysts Lubrication Specialists Lubrication Technologists and Technicians Machinery Engineers Maintenance Engineers Maintenance Managers Maintenance Planners Maintenance Supervisors and Foremen Managers of Maintenance and Reliability Mechanical Engineers Operations Managers PdM Analysts and Specialists Planners and Schedulers Plant Engineers Plant Managers Project Leaders Quality Managers Reliability Coordinators Reliability Engineers Reliability Team Leaders Reliability Technicians Safety Managers and Directors Senior Reliability Engineers TPM Coordinators and Facilitators ….and more How H o You’ll Benefit from Attending • Secure answers and ideas to address specific issues and needs in your plant • Acquire new skills you can immediately apply on the job • Go home with the best tools and processes to implement and sustain a successful plant reliability program Company Ad Company Comp Advantages • More time operating – less downtime • More output per hour – yield • Higher first-pass quality – fewer rejects • Help develop a new generation of leaders • Teams leave with a common vision and understanding • Low maintenance costs – organizations with the highest reliability have the lowest maintenance costs TRACK TALK FROM THE INSIDE LANE “It’s been a very good conference – full of very practical hands-on sessions and excellent take-home information that can be readily applied.” Jerry Sanders, Michelin Cert Level 1 Noria Skills on Preparati ification Training Level Lev L ev evel vel II MLA vel Certification Preparation Noria Skills Training RY MACHINAETION LUBRIC entals of Pract Pra ctic ica a al Fundam Get a FREE Noria training coupon – valued at $1,195! Full-conference registration includes a $1,195 training coupon that can be used toward Noria’s lubrication or oil analysis training courses for up to one year. Use it yourself or give itt to a co-worker. It’s like attending the conference and getting Noria training for free! OIL ANALYSIS Learn Le earn How To Unlock An n Oil Analysis The Program InFull Potential Of Thre Thr ree e Day Cour This Inten C se. sive Skills rication iability litty e Rel cision Lub Machin Learn Pre imizing For Max Yo You Y ou Will Wil ill Learn H How To: Reduce oil consumpt io ion for quick savings Easily interpret oil analysis analy reports Squeeze maximim life from fro lubricants Sample Here’s at You’ll Learn: e of Wha and effectiv a safe program handling How to build storage and lubricant right select the filters and How to rate the job for s -filtration coding system labeling and t Lubricant and what doesn’ g what works for greasin procedures best Industr y’s bearings electric motor in the lubricant, right in the and How to get at the right time, right place, amount the right Pull oil samples Presented for optimum optim results by Noria Corporation ay! Visit Noria. Enroll Tod com or call 800-597-5460 Enrol nrolll To Today! Visit Norria.com or call 800-597-5460 Presented by Noria Corporation Terms and Conditions: Only one coupon issued per person. Coupon is transferrable within your organization and must be present presented tted ed when whe registering for the training. Coupon is valid for Noria public training courses in the United States taking place between May 4, 2012, and May 3, 2013, or online courses purchased prior to May 4, 2013. Coupons are given to full conference (Tuesday-Thursday) attendees who pay their conference registration fee and attend the conference. Speakers and exhibitors are not eligible unless paying full conference registration fees. Coupons may not be used for onsite training. For complete details, visit conference.reliableplant.com Lubrication Excellence – Manager’s Summit Jim Fitch – Noria Corporation Monday, April 30, 1:00 p.m. – 4:30 p.m. There’s a revolution occurring. Managers who once desired equipment maintenance reliability now demand it…it is a matter of corporate survival in the global economy, and effective machinery lubrication is an essential enabler to success. This movement has led companies in all industries to take control of reliability by reinventing their lubrication programs. Those who are responding to the challenge are seeing amazing results….on the bottom line, where it counts most. The change goes beyond simply using better lubricants. The leaders are employing technologies, empowering employees and building ultramodern new practices – creating new and energized reliability culture. The workshop will address the following topics: • The 31 elements needed to attain lubrication excellence • Benchmarking lubrication programs to the “Optimum Reference State” • How to write an engineering specification for lubrication excellence • Performance metrics for PM compliance, contamination control and lubricant quality targets • How to rate lubrication and oil analysis skills • The top 10 things organizations do wrong when trying to attain lubrication excellence • The role of certification, education and continuous improvement • How to leverage the “behavior factor” in lubrication excellence • How to build a first-rate lubrication team with the specific collection of skills needed • The critical role of well-aligned lubricant suppliers and machinery OEMs • Why on site analysis is a “secret sauce” for world-class lubrication TRACK TALK FROM THE INSIDE LANE • What kind of return-on-investment you can expect from your program “We’re starting a new lubrication program at our plant. The conference • The importance of standardization and procedure-based lubrication was a good way to get some foundational skills to • The honest truth about synthetics and premium lubricants get things kicked off.” • Lubrication low-hanging fruit and quick kills General Mills Employee • The power of the daily one-minute inspection when done correctly • Three crucial requests to make of component rebuild shops • How to select a lubricant supplier and what needs to be put in a supply agreement Certification Set yourself apart as a leader among peers – break away from the pack! The International Council for Machinery Lubrication (ICML) will offer certification exam opportunities during RELIABLE PLANT 2012. Advance registration is required. All exams will be conducted at the Indiana Convention Center on Monday, April 30, from 5:30 p.m. to 8:30 p.m. and on Wednesday, May 2, from 6:00 p.m. to 9:00 p.m. To learn more about the certification types, registration fees and exam preparation, visit the ICML website at www.LubeCouncil.org or call 918-259-2950. The Society for Maintenance & Reliability Professionals (SMRP) will also offer onsite certification exam opportunities on Monday, April 30, from 5:30 p.m. to 8:30 p.m. and on Wednesday, May 2, from 6:00 p.m. to 9:00 p.m. at the Indiana Convention Center. Advance registration is required. Please visit the SMRP website at www.smrp.org or call 1-800-950-7354 to select your certification and ensure your seat in one of the testing sessions. Call for Speakers We are actively seeking speakers with interesting case studies, personal expertise and innovative ideas to contribute to our conference agenda this year. There is still time to GET IT IN GEAR and share your insight with industry colleagues and key decisionmakers. Be the pace car and make your mark at RELIABLE PLANT 2012 – submit online abstracts and program ideas at conference.reliableplant.com. Reliable Plant 2012 Sponsors FLUI T E C Supporting Partners Media Sponsors About Indy Indianapolis, which will serve as host city to the 2012 Super Bowl, is known as America’s most walkable city and is the racing capital of the world. Downtown Indy features the second largest inner-city park in the U.S., as well as a water canal system, outdoor amphitheater, zoo and running trails. The Indianapolis Convention Center is nestled among a social hub of museums, shopping venues and an abundance of area restaurants suitable for all palates. With pleasant Indianapolis temperatures, a convenient geographic location that is close to a large base of manufacturers, and an inviting downtown scene, RELIABLE PLANT will attract attendees from all over the globe. Make plans now to attend in 2012 – the race to excellence awaits you! For complete details, visit conference.reliableplant.com Hotel and Venue RELIABLE PLANT 2012 will be held at the Indiana Convention Center (Indianapolis, IN). Specially rated blocks of rooms are reserved at the Westin Indianapolis, which is located directly across the street from the Indiana Convention Center. You can take advantage of these discounted rates by booking your room(s) directly with the Westin using the group name “Reliable Plant Conference” at the time of reservation. Availability is limited, and you are encouraged to make reservations early. Visit conference.reliableplant.com for more information. Westin Indianapolis 50 South Capitol Ave. Indianapolis, IN 46204 1-800-937-8461 Room rates – book by April 9, 2012, and save! Single or double occupancy: $139. *All room rates exclusive of state and local taxes or applicable service or hotel specific fees in effect at the time of the conference. Hotel tax rates are subject to change without notice. Reserve your room today! • Call the Westin at 1-800-937-8461 • Be sure to mention Noria Corporation or RELIABLE PLANT 2012 • Make all hotel reservation changes or cancellations directly with the Westin Airlines and Car Rental Air Travel American Airlines is offering discounted fares for attendees of RELIABLE PLANT 2012. Some restrictions may apply for airline tickets and discounts may not be available on all fares. For reservations and ticketing information, call American’s Meeting Services Desk at 1-800-433-1790 anywhere in the U.S. or Canada and reference authorization number: 7142BU. Discount fares are valid for round-trip travel on American Airlines and American Eagle and can be booked online at www.aa.com/group without a ticketing charge. Valid group travel dates are April 28-May 7, 2012. United Airlines is offering discounted fares for attendees of RELIABLE PLANT 2012. Some restrictions may apply for airline tickets and discounts may not be available on all fares. For reservations and ticketing information, call United Meetings at 1-800-521-4041 and refer to group code: 587JR. Valid group travel dates are April 26-May 9, 2012. Car Rental Discounted group car rental rates are available from April 28-May 7, 2012. Reservations can be made by calling 1-800-331-1600 or online at www.avis.com and reference discount code: J906910. Discounted group car rental rates are available from April 25-May 11, 2012. Reservations can be made by calling 1-800-654-2240 or online at www.hertz.com and reference discount code: CV#04NZ0002. 7 8 9 10 1 11 12 6 13 1 3 5 14 4 4 3 15 5 Noria’s 113th Annual Conference fer e er & Exhibition 2 16 1 0 5 0 1 1 17 2 2 0 1 2 ,1',$1$32/,6,10$< ,1',$1$3 ,1', $1$32/,6 $1$3 2/,6 ,1 0$< 0$< How to Register GET IT IN GEAR and register by January 20 to save $300! Online: conference.reliableplant.com By Phone: Call us at 800-597-5460 or 918-749-1400 Monday through Friday, 8:00 a.m. to 5:00 p.m. (CST) On Site: Monday, April 30 Tuesday, May 1 Wednesday, May 2 Thursday, May 3 7:00 a.m. – 6:00 p.m. 7:00 a.m. – 6:00 p.m. 7:00 a.m. – 6:00 p.m. 7:30 a.m. – 11:00 a.m. Register Now! Full Conference Registration On or before January 20, 2012..............................................$695 On or before March 30, 2012................................................$795 After March 30, 2012 ............................................................$995 Full-Conference Registration Includes: • Admission to all break-out conference sessions (Tuesday-Thursday, May 1-3) • Conference proceedings on CD ROM • Opening general session and keynote speaker (May 1) • Exhibition hall access (Tuesday-Thursday, May 1-3) • Lunches in the exhibit hall (Tuesday-Wednesday, May 1-2) • Daily refreshment breaks (Tuesday-Thursday, May 1-3) • Daily continental breakfasts (Tuesday-Thursday, May 1-3) • Networking receptions (Tuesday-Wednesday, May 1-2) • FREE Noria training coupon, valued at $1,195 Group Discounts 3 to 9 attendees: Send three or more full-conference registrations for only $550 each, plus a 30% discount on all pre-conference workshop fees. 10 or more attendees: Send 10 or more full-conference registrations for only $350 each, plus a 30% discount on all pre-conference workshop fees. TRACK TALK FROM THE INSIDE LANE “The vendors have been excellent. We’ve been talking on the phone, but having all the information right here and having hands-on application for direct usage in the field has been very beneficial for us.” Invista Employees One-Day Conference Registration............................................$395 • Admission to one day of break-out conference sessions (choose from Tuesday, Wednesday or Thursday) • Opening general session (Tuesday only, May 1) • Exhibition hall access for one day (choose from Tuesday, Wednesday or Thursday) • Lunch in the exhibition hall forr one day (Tuesday or Wednesday, May 1 or May 2) • Day’s refreshment breaks • Day’s continental breakfast • Day’s reception (Tuesday and Wednesday, May 1 or May 2) Exhibition-Only Registration With exhibitor guest pass (all three days)...................................FREE Without guest pass (all three days)............................................$50 Pre-Conference Workshops Monday, April 30 Half day with full-conference registration....................................$225 Half day with workshop only.......................................................$295 Workshop registration includes: • Course materials • Refreshment breaks • Opening general session (Tuesday, May 1) • Exhibition hall access (Tuesday, May 1) Spouse/Family Registration......................................................$135 • Opening general session (Tuesday, May 1) • Exhibition hall access • Daily lunches in the exhibition hall (Tuesday-Wednesday, May 1-2) • Daily continental breakfasts (Tuesday-Thursday, May 1-3) • Receptions in the exhibition hall (Tuesday-Wednesday, May 1-2) Cancellations must be in writing and postmarked by March 30, 2012. All cancellations received after this date are subject to a $75 administrative fee, but you will also receive a $75 coupon good for use against the cost of a Noria training or conference. If you don’t cancel and you don’t attend, you will be charged the full registration fee. However, a company may substitute one attendee for another, without penalty. Written notice prior to the event is required for substitute attendees. 1328 East 43rd Court | Tulsa, OK 74105 | 800-597-5460 | conference.reliableplant.com