We previously discussed in this series, Acoustic Lubrication Implementation – Part 1 The Big Picture. In this follow-up blog, we will discuss The Right Mindset.


grease nipple extension lubexpert


To lay the foundation for implementation, the right mindset and culture must take top priority. Both technology and skills need a fertile environment to bring benefit. “Change” is obviously the critical word, not only in lubrication but in every aspect of our lives. As Heraclitus said, “Everything changes except change itself” translated to present-day industry terminology, “If you are doing it the same way as last year, it is probably wrong.”

Changing culture and getting the right mindset certainly involves asking a lot of questions and accepting answers, even when those answers are painful. Painful answers are helpful answers. Correct diagnosis is a necessary step to prescribe treatment. Here are some questions, some quite obvious answers, and diagnoses that might help.

Look at the fact that between 40 and 80% (depending on industry) of bearing failures are rooted in lubrication. These statistics have been around for years, they are everywhere. Yet it seems that some accept them as “normal.” Just to be clear, it is not about 40-80% of the bearings themselves, their price in this story is irrelevant. It’s the 40-80% of downtime, work hours in repair, overtime, middle of the night phone calls, collateral damage, lost production, lost clients, poor quality, urgent work, urgent spares shipping, and poor safety during urgent work. We can even be more pedantic and look at how much energy we waste to overcome increased friction. It’s an interesting amount with lots of decimal places. By comparison, the cost of the bearing itself is negligible. Why do we accept that?


Diagnosis 1: No dollar value assigned to the problem. No price – no problem no problem – no solution

When we ask our audience, “how important is lubrication on a scale of 1 to 100?” the usual answer is somewhere between 98 and 100. Excellent! It is absolutely clear that lubrication is a top strategic priority, but what happens when we make the question more personal? “How many of you dream that your children will one day become a grease guy?” Here, the usual answer is somewhere between ZERO and ZERO, and a lot of people cast their eyes uncomfortably to the floor. Why? Because it is a “dirty, poorly paid job, that requires no education and everyone can do it.” Do you see the problem? A noble and highly important profession degraded for so long. Considering the answer to the first question, one would assume that only the best of the best of the most highly trained and specialized people in each organization would be authorized to walk around with a grease gun. But it is not so and that is quite a paradox. Turning our heads to the problem does not make it go away. Ask yourself this simple question, “Who can destroy reliability fastest?” The answer is probably the person who can also improve it, at least by not destroying it. When you think about the answer, keep in mind that your lube tech is the one who has the most intimate, closest relationship with your rotating assets. He is the only one to put something inside. Give me 10 minutes and a grease gun and I can destroy 10 electrical motors. Your lube tech can do it too…or not.

Diagnosis 2: Lubrication as highly important activity – DECLARATIVELY only

How and who is involved in our lubrication practices? There is a lubrication chain in place, whether you create it or not, it is there. If not created properly, the chain will create itself poorly. Both good and bad lubrication chains consist of:

  • Management – strategic decision-makers
  • Lubrication engineer/strategist – builders of the program
  • Lubrication technicians – aka grease guys execution level

These three links create the chain and each of them is EQUALLY important. When there is a lack of awareness or involvement at any of these three links, the results are disastrous. Wherever the chain breaks, bearings pay the price and the grease gun becomes a machine gun. Most bearings do not just fail – they are executed. The lubrication chain can fail in many ways, mostly when fine fibers around them are missing. Those fine fibers are awareness, ownership, communication, discipline, control, responsibility, and recognition. When fibers fail, all connections are lost. Management doesn’t hear, lube manager doesn’t see, grease guy doesn’t speak, and communication breakdown leads to a total lubrication collapse. It does not happen as an explosion, it is slow, silent, and painless. It simmers slowly and nobody reacts until they are surrounded by ruins. No lubrication excellence can be achieved if even one of the fibers is missing. The chain disintegrates.

Diagnosis 3: Lack of awareness/ ownership/ communication/ discipline/ control/ responsibility/ recognition

Why do we do what we do? What proves it correct? Even in a broken system, someone is doing something. Bearings are being greased (probably) so there is a system, and we even call it a strategy. A bad strategy, but still it’s present. There are many strategies out there, from real nightmares to relatively disciplined but not precise ones:

  1. “No approach” approach: The “No approach” approach is actually very popular. This means that someone sometimes goes around and squeezes some grease. And sometimes not. It is not even clear who that guy is.
  2. “Feelings-based” approach: The “Feelings-based” approach is also very popular. There is always someone who has a good feeling for it and he is the only one who, by some kind of magic given by higher power, “feels” when bearings need grease and knows how much grease to give.
  3. “Friend told me” approach: The “Friend told me” approach is out there much more than one might expect. Two friends, they were university campus roommates, worked in the same industry but different companies. One of them has a lube plan that works fine for him and of course, shares the plan with his friend. Nice gesture, but it never works. Machines are like humans, unique in so many small details yet with circumstances constantly changing.
  4. “Time-based” approach: The “Time-based” approach is widely used because it seems so simple and easy. First, it is a release from liability, “It is not my fault, the formula told me so” Second, it is an effective lullaby; calculation is here, execute it, and that’s it, forever. We know there are many different factors impacting the calculations; temperature, load, speed, vibration, humidity, contamination, start/stop operating regime, and variable operating conditions. I personally believe in formulas, but I also believe that outcomes directly depend on the accuracy of input data. The data represented as operational correction factors are mostly assumptions based on estimates. While the formula may be scientific, the data is only a best guess, but scientists don’t guess. These assumptions produce huge errors. Should we lubricate in one month or nine months? Depends on how well you guessed. Both numbers can be defended as mathematically correct, and both have nothing to do with the real needs of any particular bearing. Too often we see replenishment intervals inscribed on motor plates as 2786 hours or 3125 hours, and a suggested quantity of 37.6 grams. It is so strange that nobody asks questions like, “Well how do they calculate it so precisely?” or “How do they know about humidity in my area?” they don’t. Calculations are done based on what should be a reality, there is no intent here to make accusations. Those calculations are done with the best intentions and within the limits of available data. But we all know a story about best intentions and hell.

Diagnosis 4: Wrong approach or assumptions-based approach

Let us see the path that one lubrication work order goes through. Someone in charge generates a work order and gives it to the lube tech to execute. Later that afternoon, he comes back with the same work order, with all the boxes ticked with a green checkmark. Seriously? A green checkmark? That’s all there is to support the responsibility of his task? A checked box only proves one thing…that my lube tech owns a green pencil. It certainly does not prove that he did anything to improve the condition of that bearing. The elephant in the room that nobody wants to talk about is a simple question, “Is the bearing better now?”

Diagnosis 5: Lack of data

Why don’t we take a walk and take a look? If you really want to see it, you will see lots of horrors, and it has nothing to do with technology. It has everything to do with culture. This is probably the most difficult challenge organizations face. While technology answers, “what is done and how”, culture is built on making clear, “why is it done and why is it done that way?” Culture is rarely achieved by rules and procedures. Culture, by definition, consists of four elements: values, beliefs, behavior, and rituals.

Procedures are rituals, they occur as a result of the first three elements. Surely culture is built from the top down, but it can be destroyed in both directions. Culture comes from understanding WHY. Does everyone understand why?

Diagnosis 6: Lack of culture

Many years back, the industry experienced a long, and in some cases, painful transformation when condition monitoring and the whole concept of condition-based actions evolved from planned and easy to evidence-based. Sure, there was a lot of resistance, and still, we can find resistance in some areas, in some industries, and at a certain age. By some miracle that I simply don’t understand, lubrication was left out of this transformation. From today’s point of view, it is simply unbelievable. Let’s look at it this way: lubrication certainly falls in the group of “do” activities, while condition monitoring falls (in most of the cases) in the “observe/conclude/recommend” group. The mindset of CM people is, essentially, not to accept time-based as a rule, but to believe in condition-based as determined by measurement. Condition-based on evidence. All CM people will unanimously say that lubrication is critically important. Still, most CM people gave their silent blessing to the very same critically important job being done based on time. At the same time, they do not believe in it. Quite a paradox, isn’t it? Looking at this entire process from the present time, I would improve both the “do” and the “observe” part in one unique process. The entire LUBExpert Solution transforms lubrication practices to fit in the same work frame and mindset that we all know from condition monitoring, evidence-based. You will see, at least those of you who will implement this solution, how natural and aligned to the common sense of all stakeholders it is.

In essence, it is driven by the very same questions you should ask yourself every single time you take something as lethal as a grease gun in your hands:

  • Does it need grease?
  • How much?
  • Is it better now?

Each of those questions represents a Mount Everest of complexity, but there are brains within both LUBExpert and UAS to help you navigate to the peak. Still, it is essential to understand the importance of those three questions and use them as a driver. Once the lube team members start working with the same mindset as CM, collecting extremely valuable data, they become the first line of defense in the full meaning of that word. That is now a reality. Until now, it was normal practice for the CM team to sometimes recommend lubrication. It is not a secret that when a vibe tech is not completely sure of the problem, he simply tells his lube tech to add some grease. Maybe it is a lubrication issue. Grease administered as a painkiller does not bring much benefit. It may, at best, temporarily treat some symptoms. Combining time-based lubrication with occasional requests coming from CM tech actually causes a lot of damage. The good news is that there at least exists a communication connection between CM and Lube, now let’s just make it the correct one.

Diagnosis 7: Evidence-based mindset

A long list of serious possible diagnoses. Luckily those are not in Latin, so even we, non-medical people, can do something about it. With a clear view of the big picture and now the right mindset, it is time to do it.

Watch our 5-Step Acoustic Lubrication Procedure motion graphic for an effective way to grease your bearings right and brings you one step closer to best practices for your lubrication program.

Thank you Haris Trobradović with SDT Ultrasound Solutions for sharing this informative article with us!

by Diana Pereda

technology culture

I was taught by people much more clever than me not to pay attention to features, but look out for benefits. Not only me but the entire team I belong to has the same mindset. A real journey that everyone in the industry should take when considering changes or improvements through technology & culture is defining benefits and evaluating them. The final step of that journey, and probably most painful, is justifying bright, shiny, and attractive features against benefits. No one likes to do that, we are all just like kids, fascinated by “look what it can do”. It’s human to be this way… some might even call it “normal”.

We can easily identify two possible outcomes of being fascinated by features:

  1. Having and using for a brief period, something that brings no real benefit

In this case, there are no benefits at all. It is very similar to impulse shopping. It works for many manufacturers driven by pure sales results instead of delivered benefits. But again, it’s just human, that is how the world works for those who seek sudden, short-term adrenaline boost. Luckily, I have no experience with this from any perspective (neither as a solution provider nor a consumer)

  1. Being blinded by some excellent features so much that journey towards real, long term benefits actually stops right there

This one is really interesting. It happens when a “patient” (any industrial organization) suffers from a certain acute problem that is usually trivial and should have been resolved long ago (normally, those trivial problems are causing huge financial losses). Looking at the whole through the prism of acute problems causes shortsightedness. It also causes a sudden adrenaline rush because the acute problem is resolved in a matter of hours with a very small investment of time and money. The difference between this situation and the first case is that there are benefits; discovered and evaluated. Low fruit is there, so let’s just stand over there and look happy.

That is the problem!

Being momentarily happy and self-satisfied stops the journey. Many people experienced this during their Root cause analysis process. Stop at a certain point because the result looks nice.

Discovered benefits at this point are only the tip of the iceberg. Obviously, it depends on where you stand and look at it. Standing too close gives a very small angle and only acute problems are visible. As a result, it works as a band-aid on cancer, not very well at all. Stepping away gives a much wider angle where all systemic shortcomings (potential benefits) are clear. This is often recognized through reactions and comments like;

“This feature really resolves my problem”, “this way we perform better” and “this affects everything and everyone”.

You can clearly recognize the decision-making level of each person giving those comments. From the execution level, through the departmental level, to high management level. All three levels are, beyond any doubt, equally important. Still, depending on which comment is the actual driver of decision and implementation, you will have a tool, routine, or strategy.

Short distance – small-angle – acute issues marked and resolved – tool – pain killer

Medium distance – wider angle – departmental approach resolved – routine – makes us look good

Long-distance – big picture – organizational impact – strategy – full and sustainable benefits

Download our 5-Step Acoustic Lubrication Procedure for an effective lubrication procedure to grease bearings right.

Thank you Haris Trobradović with SDT Ultrasound Solutions for sharing this informative article with us!

by Diana Pereda

Beta Ratio for Oil Picture
Photo credit Machinery Lubrication January 2008

Oil Filter Performance Ratings

You may have heard someone say, “a filter is a filter.”  Although catchy, this phrase is very misleading.  It is said assuming any filter will get the job done.  Not all filters and lubricants are created equally.  There is no one size fits all in this world of lubrication.  Lubricants and filters must be selected based on the application.  So why do we view oil as a consumable instead of an asset? Why do we see changing oil filters as a task that we complete off a schedule or perform filtration only when the oil lab says the oil is dirty?  An oil filter to our oil is like a liver to our blood.  With that understanding, we can appreciate the importance of proper filter selection and the decision to use a filter cart vs a permanently mounted filtration system.  The first thing that may come to mind when choosing a filter is the micron size.  Here comes the fine print.  You may see a few specs on most filters such as nominal rating, absolute rating, and beta ratio.  If you do not see either, keep shopping.  Absolute rating is generally defined as the smallest pore size in a filter’s media or the largest particle size that can pass through the media.  A nominal rating is an arbitrary number used to define a filter’s ability to remove particles of a given size as a percentage of weight.  Although both Nominal and Absolute define a particle micron rating, none are spec’d using a universally accepted testing method to validate the performance of the filter.  Pulling your hair out yet?  Do not worry, take consolation in the Beta Ratio.  The Beta Ratio is a value determined through the Multi-pass Method in ISO 16889:1999.  During this test, particles of a known size and quantity are added upstream of the filter and are measured with particle counters both upstream and downstream.  The upstream count is divided by the downstream count and the result is defined as the beta ratio.  Essentially the beta ratio can be understood as the filter’s efficiency to remove a specific particle size.  Beta ratios are defined as 2, 10, 20, 75, 200, 1000, and 2000.  A 3-micron filter with a beta ratio of 2 means that the filter is 50% efficient at removing particles 3 microns and larger.  A 3-micron filter with a beta ratio of 2000 means the filter is 99.95% efficient at removing particles 3 microns and larger.

Oil Filter Performance and Selection

Ok, now that we have discussed the details of filter performance ratings, let’s discuss the other important factors when choosing a filter.  Initially, after learning a little bit about filtration, you may ask the supplier to give you the smallest micron rating with the highest beta ratio available simply because it will clean the oil better.  Whoa, there is more to consider.  Things such as the machine and bearing type will help determine the target oil cleanliness level.  After all, we need to make a reasonable cost/benefit decision here. What about the oil properties?  Can I go too small and filter out additives?  The short answer is yes. Additives such as viscosity improvers and antifoam agents can be filtered out, especially at the 3-micron range.  It is wise to consult with your oil manufacturer to help determine the ideal filter size and oil temperature range for filtration.  What about the application?  This is important to consider to know how clean of an ISO target you need to meet.  Are you looking to upgrade the existing filter on the factory oil circulation system?  If so, you need to be aware of certain properties of the filter housing and media such as burst psi, operating psi, psi drop across the media and housing, differential psi, and oil compatibility.  It is safe to assume that a smaller micron filter with a high beta ratio will lead to a higher psi drop across the filter because it will require more psi to flow through the media.  Other variables that increase psi drop are viscosity and flow rate.  Why the obsession with psi and psi drop?  For pressure, it boils down to the psi rating for the housing and the pump.  Let’s say that the existing pump ran at 80 psi with the current very porous and ineffective filter, and the pump has a bypass psi of 100.  If you decide to install a 7 micron Beta 1000 filter you may create enough restriction inflow that the pump will hit 100 psi and go into bypass.  In this case, the pump is not pumping oil through the filter, but bypassing it internally or externally, thus providing no filtration, no flow, and creating heat.  What about psi drop and differential psi?  Differential psi is the difference between upstream and downstream psi.  It is important because it is an indicator of the filter service life and saturation or, “how dirty it is.”  If you currently change your filter based on calendar days or operating hours you may not be aware of the importance of differential psi across a filter.  As a filter gets saturated with contaminants the downstream psi decreases as the upstream psi increases.  Eventually, if equipped with a bypass, the filter will go into bypass to prevent it from collapsing or rupturing releasing all the contaminants back into the system.  Most inline filters are equipped with a differential psi gauge or a pop-up indicator that will let you know when it is time to change the filter.  Some filters have a bypass at 15 psi and others at 65 psi.  Therefore, readings in those ranges mean it’s time to change the filter. What if you install that new filter for the first time and instantly the differential psi is indicating a dirty filter?  This scenario is very much a possibility if you overlooked details that play a role in psi drop such as viscosity and flow rate.  For example, if you select a filter housing size to accommodate a gearbox recirculation system with a flow rate of 5 GPM that circulates an oil with a viscosity of 220 Centistokes, your filter will work just fine if the flow rate stays at 5GPM and the viscosity stays at 220 Centistokes.  The problem in this scenario is that although the pump may provide a consistent flow rate of 5 GPM the oil viscosity varies with temperature.  In this case, the gear oil increases in viscosity as the temperature drops, therefore increasing the psi drop across the filter.  What can you do?  You can increase the filter housing size or, although not ideal, you can mitigate the variable of oil temperature with an oil heating element.

Oil Filtration Systems

Now that we have talked about filter performance and selection, should you have a permanently mounted oil filtration system or filter with a filter cart periodically based on the oil analysis report?  Well folks, this is a loaded question. Ideally, a dedicated filtration system is the best choice as it ensures clean oil while in operation.  The problem here may be the cost of running power to support the recirculation system.  However, if the asset is very high in the criticality ranking it may be easy to justify.  The case may be the opposite for an asset that has very low criticality, although best practice may be to have a dedicated filtration system, the benefit may not outweigh the cost.  In this case, periodically using a filter cart may suffice.  Other things to consider are factors such as safety and environmental impact.  If the machine is 10 floors up in the air and you must haul a 65 lb. filter cart up those stairs, the safety impact of doing that task may merit the investment of installing a dedicated system or purchasing a filter cart to leave on that 10th floor.  What if you are in the unfortunate position of not being able to do either?  In this case, filter the oil to the specified ISO target before topping off the gearbox and mitigate the risk of contamination by installing high-quality breathers, sample ports, and level indicators.  In summary, filtration and lubrication is a very technical responsibility, that should be treated with the utmost importance.  Unfortunately, in some cases, the role of lubrication is viewed as a secondary task to maintenance or viewed as an entry-level responsibility.  I hope that in reading this blog we can give lubricants the respect they deserve, after all, they are the lifeline of our machines!  Please contact us to learn more about lubrication best practices and see what we can do to help you Keep It Running.

Watch our 5-Step Acoustic Lubrication Procedure Motion Graphic which outlines an effective way to grease your bearings right and bring you one step closer to best practices for your lubrication program.

by Diana Pereda

We know bearings need grease; both to perform well and to last a lifetime. But do we really understand where that grease goes and how it performs its function?

There are two states that grease lives in when a bearing is lubricated. We refer to them as the Bleeding Phase and the Churning Phase. Let’s review so we can better visualize what’s happening in each phase.

Remember that grease is made up of oil, thickener, and additives. The thickener is the vehicle that delivers base oil to the war zone, where the rolling elements meet the races. These contact points are kept separated by the oil film that lubricates the contact point interface.


There are two distinct phases or conditions that can exist:

  1. The Churning Phase: describes the phase or condition when thickener is present within the war zone.
  2. The Bleeding Phase: describes the phase when only the base oil is present in the war zone.

Let’s concentrate first on the churning phase. When there is thickener in the raceway, higher friction levels are present. The rolling elements must “plough” their way through this media. The result is higher temperatures from the bearing, and ultimately the motor. The motor consumes more electricity and the excess heat accelerates lubricant deterioration and consumption of additives.

When we over grease a bearing we cram thickener into the war zone; and we force that thickener to stay in the war zone. And that is a huge problem. It’s stuck there. That means the thickener sits there and gets run over by the rolling elements millions of times a day.

Two significant problems come from this:

  1. The fibers of the thickener get crushed to the point where it can no longer hold the base oil where it’s needed. The grease ages prematurely, adding more inaccuracy to your time-based re-greasing regimen.
  2. The fibers of the thickener, now crushed to smaller sizes, become suspended in the base oil. This changes the lubricant’s viscosity to the extent that it no longer matches the required lubricity of the application.

By crushing the thickener in the churning phase we’ve completely altered the properties of the lubricant and dramatically reduced its lifespan.

It is quite normal for the bearing and grease to be in the churning phase for a few seconds. This happens during grease replenishment, with each injection of new grease. The time for new grease to enter the bearing and settle to the grease cavity is called a stabilization period. Depending on the RPM of the bearing, this can be a few seconds or several minutes.


What lube techs must know is that their job is to transition the bearing from the churning phase to the bleeding phase as quickly as possible. This happens when a planned strategy for re-lubrication is in place, and they don’t exceed the calculated grease replenishment quantity.

The bleeding phase describes the optimum condition where the right amount of grease resides outside the war zone, and the movement of the bearing allows only the base oil, infused with additives, to sufficiently bleed from the thickener to the space between the rolling elements.

The only way to confidently know the bearing has reached an optimal churning phase is to measure its friction levels with an ultrasound instrument accurate enough to deliver repeatable, reliable data.

We welcome you to read the previous blog in this series, “What is Grease?”

Check out our LUBExpert, the ultrasound solution to avoid grease-related bearing failure! Plus, download our 5-Step Acoustic Lubrication Procedure an effective lubrication procedure to grease bearings right.

by Diana Pereda

Throughout our industry, technicians and maintenance personnel have been guided by various myths on how to lubricate their rolling elements.  Some do take their time and try their best to calculate the correct amount, but in this day and age where we all have to do more with less, there is a drop in the quality of data provided to these important craftsmen.


After visiting various facilities across the country, you hear different answers in regard to the proper greasing of bearings. One that caught my attention was someone who asked me about the one-shot bandit.  I had heard many terms in the industry but not that one. As I inquired, I figured it was the lubrication technician who pumps one shot, once a month. And there are the infamous three shots every three months time table provided to technicians. But nothing beats the one-shot, once-a-week for all bearings in a food processing facility I recently visited.

Let’s take a step back and take ownership of our craft. If we want to do more with less, we need to maximize the L10 bearing life. In order to do so, we need to ask the following questions before applying grease to any greasable bearing. They are:

  • Are the bearings in my work order greasable bearings?
  • Do we have the appropriate lubricant for the greasable bearing?
  • Do we have the correct grease applicator, also known as “grease-gun”?
  • Do we know how much grease is ejected by that “grease-gun” with each pump?
  • Do we know the total replenishment quantity for each bearing in our work order?
  • Do we know the current health of that bearing before inserting grease into the bearing?

Once we can answer these questions thoroughly and precisely, we should outfit our lubrication technicians with the appropriate tools to do their job, which is to grease bearings right!  Hand them an ultrasound tool that will allow them to do precision acoustic lubrication.  Let’s all become LUBExperts!!

Stop being a one-shot bandit and download our 5-Step Acoustic Lubrication Procedure to provide you with an effective lubrication procedure to grease bearings right!

by Diana Pereda

There are a lot of numbers and stats associated with lubrication; or, with the lack of proper lubrication in this case.  For instance, it is said that 60% – 80% of bearing failures are related to lubrication issues of some kind; lack of lubrication, over- or under-lubrication, mixing lubricants that are incompatible, choosing the wrong lubricant for the application (such as the wrong grease or wrong viscosity oil), and finally, simply using a lubricant that is contaminated from the start.

Improper Lubricant Storage
Photo courtesy of Terry Harris with Reliable Process Solutions.

The key to proper precision lubrication starts with the right mindset.  We must believe that the lubricant is an “asset” and not just an ugly necessity.  If we turn our mind towards precision lubrication with the precise “asset” for the application then our success rate for uptime will skyrocket. Think of trying to use a Philips head screw driver on a slotted screw.  Simply put, it is the wrong tool for the application.

If we use a lubricant that is contaminated from the start, what chance are we giving the asset for success? What can we do to make sure the lubricants used are in the best condition for optimum performance?  Let’s start at the beginning when the oil or grease first arrives at the receiving dock.

1.       If we are receiving an oil, take a sample of the oil to make sure it is the oil that was ordered (proper type: hydraulic, gear, turbine, etc.), and is of the proper viscosity. Then check the cleanliness (particle count/ISO Cleanliness code) in which it was received from the supplier. Set it aside and wait for the results of the analysis before using.

2.       Once we get the results back and are satisfied we received what was ordered, we should filter the oil with a kidney loop filtration system of some type because we know that new oil is not clean oil: especially hydraulic standard clean.  Filter the new oil before using.

3.       Take extra precautionary steps when filling the asset with the now clean oil so as not to contaminate the system with debris that has surely gathered on the asset.  Best practice would be to have a completely closed system which filling with oil would require quick-connect adapters so the new oil can be transferred without ever having to open the system by fill port or by removing a lid.  If this is not an option, make sure the transfer containers are color coded and sealed; do not use an open container or an open galvanized container. Be very careful not to inadvertently allow debris into the system.

4.       The asset itself can be adapted for better success by implementing a desiccant breather, closing fill ports with quick-connects for filling and external filtration and perhaps a bottom water and sediment bowl for water and debris detection and removal.

5.       The asset should have a label that matches the label on the oil container in the store room, the oil transfer cart and/or the color coded transfer container.

6.        Implement an oil analysis program and keep an eye on the oil and asset health.  If the sample comes back with good viscosity and additive levels but is dirty then filter it with the kidney loop system and get the oil back to the desired cleanliness level.  Investigate where the particulate is coming from and take steps to prevent future particulate intrusion.

In conclusion, while there are many more steps we can take to maintain a healthy oil and therefore a healthy asset, these are some obvious action items we can implement for better success. Imagine if we turned the negative numbers of 60% – 80% into positive numbers for the company. Clean, healthy oil is an asset for success.

Download our Oil & Grease Storage Best Practices for additional tips to help outline the best practices for proper lubrication storage.

by Diana Pereda

What is Grease?

Tremendous science goes into engineering the many grease formulations that keep physical assets working their best. The sheer number of grease types available is as varied as the applications where they are used. Yet their composition remains a simple mixture of base oil, thickener, and in most cases some additives.

What is Grease
Photo credit: Lubrication Engineers

The Base Oil is the key ingredient of grease. Its job is to form the thin, hydrodynamic film that separates metal components from one another. When functional separation between elements is maintained, the bearing has what we term a functional grease mechanism.

Base oil is the key ingredient when matching grease types to specific applications.

Thickeners are the matrix of the grease. Base oil cannot resist gravity on its own. It relies on the thickener to hold it in place. The thickener makes grease effective regardless of a machine’s orientation. For instance, in a vertically oriented shaft, the base oil would seep away from the bearing making a sustainable, functional grease mechanism improbably. In addition to keeping base oil where it’s needed, thickener has the added benefit of shielding the base oil from particle contaminants.

Additives are a double-edged sword.

On the positive side, they enhance the lubricating properties of the base oil. Additives increase the lubricity of the base oil making grease even more slippery. They help fight oxidation, corrosion, and extreme pressure conditions.

For additional information, download our Oil & Grease Storage Best Practices which includes helpful tips to outline the best practices for proper lubrication storage.

On the negative side, they are a consumable. They deteriorate over time, so their effectiveness is not linear for the life of the grease. Additives can also have adverse effects on the thickener.

Additives add an unknown function to the mad science of calculating time-based grease replenishment intervals. Most departments working on calendar-based lubrication don’t factor additives into the equation, further compounding their errors.

While considerable science goes into formulating grease types, what the lube technician needs to know is that the grease he or she injects into the bearing actually reaches its intended destination and works to form an effective greasing mechanism.

We welcome you to read the previous blog in this series, “Why Lubricate?”

by Diana Pereda

Understanding Root Causes

Bearings vs. Lubricants_ Regreasing

Commenting to Ana Maria Delgado CRL with LUDECA, about the bearings and the lubricants that keep them operating, it occurs to me to write about a point of view that few people observe.

When we talk about lubricants, and regularly when referring to bearings, we talk about grease. Where the grease really performs its work, is at the point of contact of the ball or roller and the inner or outer race. The rest of the grease in the bearing housing does not perform lubricant work. The problems begin when we have to re-grease it, the regreasing of bearings is very particular, the type of grease, the correct amount, at the right time. This is something we hear in lubrication training, particularly on the way to World Class Lubrication. However, when you know the tools of Lean Six Sigma, you are always looking for the True Root Cause.

Over Lubricated Electric Motor

But at some point we have thought about the bearing housing, where the grease enters the housing, what is the route to the bearing, and more importantly where the grease residues damaged by time and temperature leave, not counting current discharges in the case of electric motors. In that passage, it is important that the grease that enters displaces the grease inside the cavity, that the grease that enters pushes the grease that is between the ball and the track, thereby relieving the bearing load. Not being less important that the grease that has finished its useful life goes outside, it does not lead to the winding in the case of electric motors.

If we stop to think about the cavities of the bearings, there are many readings about it, but a writing from Heinz P. Bloch P.E. comes to mind, for a Pump Symposium in 2015, “Lubrication Delivery Advances For Pumps and Motors Drivers”, One of the best writings on the topic of bearing lubrication, thanks to H. P. Bloch, I recommend you read it. This paper puts you to think about the importance of the passage of grease through the bearing and how it has to be allowed to evacuate the grease that has ended its useful life inside the bearing housing.

Open Bearing with Cross Flow Grease Lubrication

Cross-Flow Grease Lubrication

Of all types of bearing housing, only the one that allows cross-flow of grease when lubricating is ideal. When add grease to a bearing the grease under hydraulic pressure of the gun will move through all possible cavities, but if we give a relief on the opposite face of the bearing where the grease entry is, then it will do its job, to remove the spent grease and accommodate the new grease between the ball and the inner and outer race, extending the useful life of the bearing, avoiding maintenance interventions, improving productivity.

Reading the letter of Mr. Heinz P. Bloch, reminds of an old friend his beginnings in the industry, when he just graduated from college, he was in probation and have to go through the different facets of Manufacturing, and then Maintenance, he had to work directly with an industrial mechanic, who did not like to teach, therefore he had to learn by looking, without asking questions, he forced it, “which he thank him ”, to look at all the details in the mechanical assets, how many threads the screws have, the size of the pipe, if the bearings were balls or rollers, where the grease enters the bearings in the electrical motors, the right tool for the job, etc.

He forced him to speak the language of the bearings, to touch them carefully and capture the operating temperature, to make contact with the nail and appreciate the vibration, to listen and smell the condition of a rotating asset, it is interesting.

The True Root Cause

The grease has to come into contact with the ball and the track, if the Bearing Housing does not allow the new grease to displace the old grease and come into contact with the ball and the track, the bearing will fail, it will be long term but the fatality will occur, or you will have unwanted mechanical interventions of rotating assets. The training of technicians who perform the lubrication task is very important, for them to understand this.

by Diana Pereda

Why Lubricate?

It seems a simple question, yet when asked, the answers are not always similar, or simple.

Some say, “to fight friction” and that is true. We do add grease to an asset’s moving parts to reduce friction. But there’s more to it than that.

Lube Tech Greasing Bearings with LUBExpert

Some say, “to reduce heat” and that is also true. The right amount of lubricant does help keep moving parts from getting too hot. But some lube techs, thinking more is better, take it to the extreme. They add more grease — thinking they are doing good — and instead choke the machine’s ability to disperse heat.

Over Lubricated Machine

The real reason to lubricate assets is to form separation between surfaces. This logic applies to not only motor bearings. The pistons in an engine, chains on a chain drive, gears in a reducer, even linear bearings that do not rotate, but slide back and forth. The primary purpose to lubricate physical assets is to keep moving surfaces from coming into contact with each other. Because when they do, failure modes are initiated, and lifecycle is shortened.

Lubricated Assets

Friction is a force which opposes movement between surfaces. Friction increases wear between surfaces, increases system temperature, and dramatically increases power consumption. The right amount, and type of lubricant creates a thin film between two surfaces. For as long as that film is maintained, it protects the asset from wear and heat while allowing it to produce in an energy efficient way.

Some lubricants offer the additional benefit of controlling corrosion. They contain additives which prevent rust from acid and water attacks.

Over Lubricated Components

Grease must be kept free of contaminants, but the very nature of the thickener allows it to pick up dust and grit. Proper storage is therefore crucial, and clean grease applied properly can actually shield machines from the ingress of contaminants.

The science of lubrication continues to evolve for over 4000 years. But the principles remain the same; to maintain separation of two or more surfaces, thus prolonging the reliability of the entire asset.

We welcome you to read the previous blog in this series, “Three Myths About Greasing Bearings.”

Download our Oil & Grease Storage Best Practices for more tips to help outline the best practices for proper lubrication storage.

by Diana Pereda

I attended a training recently on the Easy-Laser XT770 alignment system at an oil and gas fracking company in West Texas. During the training I heard the term “grease worms” and even though I have been in the lubrication field for 29 years, I was unfamiliar with this animal.

EasyLaser XT770 Alignment of Hydraulic Fracturing Equipment

Come to find out, it is a term used to describe an application completely devoid of any grease. In other words, someone didn’t grease the equipment at all and according to the guilty parties, these fictitious “grease worms” must have eaten the grease!

That got me thinking about the different oil viscosities and grease thickeners and how not all greases are created equal. We must look at each application individually and determine the correct oil viscosity and the correct thickener or “soap” that will work best in the application. You see, the thickeners have different characteristics that affect the performance. The term “LETS” can get us close to our final selection.

  • Load – what load will the bearing be supporting during its life cycle? Heavily loaded bearings are typically slower moving and would require a more viscous base oil to help separate the metal surfaces moving opposite each other. I might choose a calcium sulfonate thickener for this application because this thickener has excellent load carrying capabilities.
  • Environment – where will the bearing be located? Is it outside, exposed to the elements? Is it in the fracking world where water, dust, dirt, vibration, rain, or chemicals etc. will have an effect on the grease’s performance? Choose the thickener wisely as now a lithium complex or aluminum complex soap may be the best general purpose option.
  • Temperature – In West Texas, the temperature swings can be 60 degrees from night to day. This might affect the performance of the grease as it relates to pumpability, especially in an automatic grease system like this facility was using. Now, the thickener might deter the flow of the grease as some soaps are known not to pump well, like a calcium sulfonate.
  • Speed – what is the bearing speed? Faster and smaller typically have the need for a lighter viscosity base oil and a more flowable thickener. Conversely, a large, heavily loaded slow moving bearing would require a more viscous base oil and a more robust soap to help carry the load.

In conclusion, LETS investigate each application on its own merits to make the best final determination for which grease should be used; and, precision lubrication using ultrasound can help ensure that the right amount of grease is being used, and might just help avoid the infiltration of the dreaded “grease worm”!

by Diana Pereda

Once you understand how grease actually works to lubricate a bearing, it becomes obvious why over-greasing causes so much trauma to both bearings and the grease itself. Remember, all we want from our lubricant is to provide a little separation in the war zone. Nothing more… nothing less.

Greasing Myths Lubrication War Zone

If you’re reading the term “war zone” for the first time, we use that term to describe the region of the bearing where all the wear and tear occurs.

Now let’s dispel three myths about greasing bearings.

Myth #1: if some grease is good, then a lot more must be great.

  • WRONG! Most bearing manufacturers like SKF, FAG, NTN, KOYO, all recommend that the bearing housing cavity only be filled to 30% capacity. Lube departments using a time-based approach to grease replenishment are almost always leaving their assets in an over-greased state.

Myth #2: More grease will provide better cooling for the bearing.

  • WRONG! Grease doesn’t provide cooling, air space does. Filling every void with grease chokes the bearing’s ability to dissipate heat generated by even normal friction levels.

Myth #3: If there is a grease nipple on the bearing housing it must be greased.

  • WRONG! Some motors come with “sealed-for-life” bearings installed. These are meant to be never greased… EVER. Yet, someone thought it would still be clever to install a grease nipple anyways. You have to know what’s inside your motor because grease guns are like tooth paste. Once you squeeze the trigger you can’t stuff the grease back inside the tube.

Enough bad practices please. We need a greasing strategy, but more than this, we need a greasing culture. Bad greasing culture will eat good greasing strategy for lunch. It only takes one bad actor, often well-intentioned – to destroy an asset.

Grease guns don’t kill bearings… people do.

Thank you Allan Rienstra with SDT Ultrasound Solutions for sharing this informative article!


Check out our LUBExpert, the ultrasound solution to avoid grease-related bearing failure! Plus, download our 5-Step Acoustic Lubrication Procedure an effective lubrication procedure to grease bearings right.

by Diana Pereda

Lubricant Viscosity Sample Tubes


Simply stated, viscosity is defined as the internal resistance of a fluid to flow. That doesn’t sound too difficult, does it? Unfortunately, new temperature, speed and pressure demands on lubricating fluids have changed over the years, resulting in several different measurements and classifications being created to describe lubricant viscosity.

Some examples are SUS, cSt, cP, ISO, SAE engine, SAE gear and AGMA; it’s enough to make a person’s head spin.

Measuring Viscosity

Dynamic Viscosity

As mentioned above, viscosity is a physical measurement of a fluid’s internal resistance to flow. Assume that a lubricating fluid is compressed between two flat plates, creating a film between the plates. Force is required to make the plates move, or overcome the fluid’s film friction. This force is known as dynamic viscosity. Dynamic viscosity is a measurement of a lubricant’s internal friction and is usually reported in units called poise (P) or centipoise (1 P = 100 cP). A common tool used to measure dynamic viscosity is the Brookfield viscometer, which employs a rotating spindle that experiences torque as it rotates against fluid friction.

Kinematic Viscosity

A more familiar viscosity term is kinematic viscosity, which takes into account the fluid density as a quotient of the fluid’s dynamic viscosity and is usually reported in stokes (St) or centistokes (1 St = 100 cSt). The kinematic viscosity is determined by using a capillary viscometer in which a fixed volume of fluid is passed through a small orifice at a controlled temperature under the influence of gravity.

Grease Viscosity (Consistency)

Grease viscosity, traditionally called consistency, cannot be measured using the tests noted above. However, it is still relevant for selection of the correct grease for a specific application. Greases are fluid lubricants enhanced with a thickener to make them semi- solid. They usually are used in applications where a liquid lubricant would run out. Greases are sold by consistency grade, which in this case will be used synonymously with viscosity grade.

Grease consistency is measured using the cone penetration test. The National Lubricating Grease Institute (NLGI) created grade ranges for greases that have become the industry standard. These ranges characterize the flow properties of greases.

Viscosity Considerations

Various conditions must be considered when specifying the proper viscosity of a lubricant for a given application. These conditions include the operating temperature, the speed at which the specific part is moving, and the load placed upon the part. One other consideration is whether or not the lubricant can be contained so that it remains present to lubricate the intended moving parts.


The viscosity of a lubricant changes with temperature – in almost all cases, as the temperature increases, the viscosity decreases; and – conversely – as the temperature decreases, the viscosity increases. To select the proper lubricant for a given application, the viscosity of the fluid must be high enough that it provides an adequate lubricating film, but not so high that friction within the lubrication film is excessive. Therefore, when a piece of equipment must be started or operated at either temperature extreme – hot or cold – the proper viscosity must be considered.


The speed at which a piece of equipment operates must also be considered when specifying the proper lubricant viscosity. In high-speed equipment, a high-viscosity lubricant will not flow well in the contact zones and will channel out by fast-moving elements of the equipment. On the other hand, low-viscosity lubricant would have too low a viscosity to properly lubricate slow-moving equipment, because it would run right out of the contact zone.


Equipment loads must also be considered when selecting the proper lubricant viscosity. Under a heavy load, the lubricant film is squeezed or compressed. Therefore, a higher viscosity lubricant is needed. The higher the viscosity, the more film strength the lubricant will generally possess. In addition, the load can be either a continuous or shock load. A continuous load is a steady load that is maintained while the equipment is operational, while a shock load is a pounding or non-steady load. Under shock-load conditions, a low- viscosity lubricant would not possess enough film strength to stay in place, whereas a high-viscosity lubricant could stay in place and act like a cushion in the contact area.


In some applications in which a fluid lubricant would leak out, a grease might be recommended. However, it is still important to consider both the base fluid viscosity and the NLGI grade when selecting the proper lubricant. If the lubricant’s viscosity or consistency is too high, it might not flow where it is needed and the lack of lubricant – a condition known as lubricant starvation – would lead to metal-to-metal contact. This would cause wear that could ultimately result in equipment failure. The same thing could happen with a lubricant with too low a viscosity or consistency, because it might not stay in the area where it is needed.

With the SDT LUBExpert you have the ability to check on-condition lubrication and machine health using ultrasound.


Simply stated, viscosity is defined as the internal resistance of a fluid to flow, but it is probably the most important property of a lubricant. It can affect how the lubricant will function in a piece of equipment. If the wrong lubricant viscosity is selected for an application, the chances for equipment failure are dramatically increased.

Fortunately, organizations like ASTM, SAE, AGMA, ISO and others have created standards for lubricant viscosity and consistency that are to be used as guidelines when selecting the proper lubricant.

The best rule is to always check the original equipment manufacturer’s manual for lubricant viscosity recommendations. If the OEM makes no recommendations, the next step is to consider the operating speed, temperature and load of the application to be lubricated. Another suggestion is to contact lubricant manufacturers for recommendations; they often can provide technical support for proper fluid or grease selection.

After making a lubricating product selection, it is important to closely monitor the equipment to ensure the right choice was made. If possible, visually observe the moving parts to verify that a sufficient lubricant film is present to protect them. If not, listen for any unusual load grinding, chattering or squalling noises, which often are indications of metal-to-metal contact.

Thank you John Sander with Lubrication Engineers for this educational and informative article! 

by Diana Pereda


Dirt particles as small as 5 microns can easily damage bearings and gears in equipment. Unfortunately, gearbox vents and hydraulic breather caps only prevent particles larger than 25-45 microns from being ingested into machinery from the surrounding air.   As a result, those large particles are broken down into much smaller particles resulting in premature equipment damage. For example, one teaspoon of dirt in a 55 gallon drum of lubricant can create one billion particles that are 4 microns or larger in diameter in that same drum. Imagine how much damage this can cause in equipment, leading to unwanted maintenance downtime.

Additionally, these vents and caps provide no protection from moisture ingress into equipment. Water is one of primary defect sources for industrial machinery.

Solution: Install good quality desiccant breathers on your equipment

A good quality desiccant breather has a 3 micron filter as part of the design to help prevent harmful particles from being introduced into equipment. As a result, premature equipment failures, loss of capacity and unneeded maintenance expenses will largely be prevented.

Additionally, desiccant breathers provide an insight into the equipment health through how the desiccant is being spent.

It is very important to have good quality desiccant breathers installed on equipment to prevent the introduction of equipment defects and help improve your return on assets.


Desiccant Breather Assessment

  • If the top of the desiccant breather is pink there is an internal moisture source from the reservoir headspace.
  • If the bottom of desiccant breather turns pink first then there is an external moisture source from the outside environment.
  • If the desiccant breather turns amber or brown instead of pink, then it is likely an indication of oil misting.
  • If the breather has turned completely pink then the desiccant is spent and the breather is at full water saturation.
  • Reservoir water content: If the breather changes quickly from blue to pink when first installed, then the breather is likely working to remove water already in the system. It may take two to three breathers to dry the headspace before the breather begins operating normally.
  • Sizing: If breathers continue to spend quickly, the size may not be appropriate for the application.

Things to check if your breather is not spending at all

  • Dry Environment: If the environment has been abnormally dry there may not be enough ambient moisture for the silica to adsorb.
  • Breather Size: The breather may be larger than what is required for the system. Check the recommended system sizing. The breather should be changed after one year, regardless of visible condition, to renew particle filtration.
  • Intake Holes: Check that the proper number of plugs have been removed. Instructions on the breather packaging indicate how many holes are needed for various air flow requirements.

Note: The actual color changes above will vary depending on the supplier of the desiccant breather. All breathers will have some type of color change indicating condition. The above colors are applicable to two well-known desiccant breather manufacturers.

Desiccant Breather Air Vent Plugs

  • Some combination of air vents should always be pulled depending on the air flow in the machine. This is a common mistake when installing breathers.
  • If the CFM is greater than 12-16 CFM you should pull all of the air vents from the breather.
  • When selecting a breather, always select a model with a CFM rating greater than the CFM requirements of the application.
  • Breathers should not be selected by the size of the tank or reservoir. Breather size is always determined by the maximum fluid movement in/out of the fluid reservoir.
  • Not all equipment, for example gearboxes, may specify a CFM value. If needed you can use this rule of thumb o calculate the CFM and select the correct breather for the application:
    7.5 GPM = 1 CFM.
    CFM = GPM/ 7.5.

Learn more about Lubrication Best Practices and desiccant breathers from Paul Llewellyn at our Rethink Maintenance Training Roadshows

by Diana Pereda



Condition monitoring helps manage over-lubrication.

Ultrasound is a guide to precision grease replenishment in motor bearings. It is also known for its versatility for leak detection, valve assessment and electrical fault detection.

Acoustic lubrication is an integral component of ultrasound programs. Fewer than 95 percent of all roller bearings reach their full engineered life span, and lubrication is the culprit in most cases. In fact, poor lubrication practices account for as much as 40 percent of all premature bearing failures. Yet, when ultrasound is used to assess lubrication needs and schedule grease replenishment intervals, that number drops below 10 percent. What would 30 percent fewer bearing related failures mean for an organization? Download our 5-STEP Acoustic Lubrication Procedure – An effective lubrication procedure to grease bearings right

To understand the role precision lubrication plays in bearing life extension, it helps to understand basics of bearings, their lubrication mechanism and how ultrasound helps.

The insides of a bearing consist of four components. The inner and outer raceways form a path for the rolling elements to glide on a thin film of lubricant. A metal cage separates the rolling elements, keeping them evenly spaced to distribute the load and stop them from crashing into one another. These components move in concert producing frictional forces from rotational inertia, surface load, misalignment, imbalance and defects. Zero friction is impossible, but optimal levels of friction are achievable with correct installation techniques and proper amounts of lubricant. Download our Induction Heating Procedure – Bearing Mounting – A simple and safe procedure for proper bearing installation

Ultrasound works on the FIT principle—it responds well to defects that produce friction, impacting and turbulence (FIT). For motor bearings, two of these phenomena apply: friction and impacting. Ultrasound detects high-frequency signals produced when two surfaces slide together or come in contact with any force. Stage 1 bearing failures happen at the micro level. Because ultrasound ignores low-frequency audible signals, it forms the perfect companion for measuring, trending and analyzing defects despite high levels of noisy interference encountered on the factory floor.

Ultrasound detectors detect friction and impacting as acoustic energy from rolling friction and defect impulses. When lubricant levels are optimum, the energy created is at its lowest. As frictional forces increase, so does the acoustic energy. Ultrasound instruments measure friction and impacting as energy using the scaled value dBµV (decibels/microvolt). The results are presented as condition indicators, and there are four of them:

  • root mean square (RMS)—an indicator of friction
  • maxRMS—an indicator of stability
  • peak—an indicator of impacting
  • crest factor—which surmises the relationship between friction and impacts

Condition indicators are most responsible for transforming ultrasound technology from a simplistic, “point the gun and pull the trigger” gadget, to being recognized as analysis and trending technology. Condition indicators add validity to trending by going beyond the single decibel. If a user currently uses an ultrasonic gun that does not have condition indicators, they should question the data. Click here to read the entire article “Use Ultrasound to Optimize Grease Replenishment”


by Diana Pereda

Understanding the Key Components of an Effective Lubrication Program

Lubrication is often overlooked in organizations.  Why it is overlooked, I am unsure.  Maybe it is because it is considered to be a basic job, given to the apprentice, or it is just too simple to not to do it correctly.

However, with a focus on lubrication, many failure mechanisms can be reduced and the equipment life prolonged.  But implementing an effective and world-class lubrication program is not simple.  It requires a dedicated focus to implement and sustain.  Below is my list of what I look for when evaluating a lubrication program.

Acoustic Lubrication an Indicator of an Effective Lubrication Program

  1. Properly Trained Specialists – Any program worth implementing requires having staff trained properly.  Depending on where the focus is, there are many different options for training and certification in machinery lubrication.  The International Council for Machinery Lubrication (ICML) offers numerous certifications and levels, whether you are a technician, analyst, or lubrication engineer.  Ideally, all technicians that perform lubrication activities will be trained and certified to MLT I, and those managing the program will be a minimum MLT II.  Selecting the right training for your staff requires an understanding of where the program will be.  Lastly, be sure to select reputable trainers in the field of lubrication.
  2. Proper Storage of Lubrication – A great tell-tale sign of the state of the lubrication program, is to walk through and look at the oil room.  How clean is the room?  Are there open containers?  Are the new lubricants clearly labeled, and in sealed containers?  Is old oil mixed in with new oils?   Having an organized and clean storage is for lubricants is vital.  It is the first step to prevent cross-contamination and contamination of the oil.
  3. Identified Lube Points – Identified lube points is not just labeling each lube point in the field with a colored cap or tag.  It may make more sense to have all of the lube points indicated on the PM procedure.   The goal here is to make sure all lube points are identified, so not one is missed during the course of a lube route.  The lube points also need to have the type and quantity of lubricant required (once again, this may be in the procedure or in the field).
  4. Avoiding Cross-Contamination – By properly labeling the lube points in the field, the chance of cross contaminating the lubricant is reduced, but it is not eliminated.  There should be dedicated containers for each type of lubricant (sealed transfer containers, grease guns, etc.).  This will ensure there is no potential for cross-contaminating oils with others (as many additives are not compatible with each other).
  5. Preventing Contamination – Preventing contamination is critical to keeping not only the lubricant clean but the machinery as well.  Preventing contamination starts with the oil room, and having desiccant breathers and filters on any drums of oil.   In the field, there needs to be desiccant breathers and filters as well.  Why?  As the gearbox heats up and cools, the air inside expands and contracts, which pulls in external air, moisture and anything else in the air.   When it comes to greasing, it means appropriately cleaning the grease zerts and grease guns before applying grease to the equipment.
  6. Ensuring Clean Lubricants – Do you think that the oil coming in from the vendor is clean?  It may be clean, but is it clean enough for your application?  Before transferring oil from the storage container to the asset, it should be filtered to meet the needs of the asset.  Use the ISO Cleanliness guidelines to help select the right cleanliness for your application.
  7. Oil Analysis in Place – Oil analysis should be used in two ways.  The first is to understand the condition of the lubricant and make an informed decision on whether to change the lubricant or not.  The oil replacement should be driven by the condition of the oil, not strictly by time.  The second way it is used is to understand what is going on inside the asset by understanding wear particles, etc.   The success of an Oil Analysis depends heavily on the collection and handling of the sample.  Therefore, I often look for oil sample collection procedures.
  8. Acoustic Lubrication – This takes the time-based re-lubrication task and expands it to ensure that the equipment is neither over lubricated or under lubricated.  It also provides insights into the condition of the equipment, complimenting vibration and oil analysis.
    Download LUDECA’s 5-Step Acoustic Lubrication Procedure – an effective lubrication procedure to grease bearings right
  9. Minimal Lubricants – contamination and improves the purchasing power of the organization.

Effective lubrication takes many of the practices mentioned above and provides a governance framework to support and ensure it is executed as designed. With an effective lubrication program, the organization should see an increase in uptime, a reduction in lubrication consumption and a reduction in the number of lubricants on site.  These changes enable the organization to operate more efficiently.

Next Steps

To begin the journey to improve your lubrication program, you do not need a full assessment and massive project.  Take one of the items above, learn more about it and start a pilot.  Make sure to build a business case with your pilot to capture the benefits and use that as a basis to build the business case for the larger project.

Thank you James Kovacevic with Eruditio LLC for sharing this informative article with us!


by Diana Pereda

Sources of Equipment Damage: Funnels

Maintaining proper oil levels in our equipment is a critical maintenance function to keep our assets running and producing product. Adding (or topping off) oil in our assets requires a means to transfer the lubricant from a container to the machine. The means used to accomplish this task are much more critical than may be commonly understood.

What is the Common Lubrication Practice at Your Facility?

Does your facility use some type of funnel as a transfer mechanism? While funnels can make this task easier, they are not recommended because of their potential to introduce contaminants into the lubricant.

Funnels are usually stored in dirty environments in the plant and are therefore constantly exposed to dirt and dust. Even wiping off the funnel before use exposes the funnel to even more contaminants that enter into our equipment and cause damage.

Oil Funnel

As a lubricant flows through the funnel, it carries along all the dirt particles on the funnel straight into the machine. Not only large particles, but very small particles that can’t be seen with the human eye enter into the equipment and cause the most damage.

Another risk of funnels is the potential for cross-contamination between two incompatible lubricants. Many oils on the market, when mixed with another lubricant, can easily cause severe machine damage. Most funnels are not color-coded or labeled in a way that would designate them to be used only for a particular lubricant. Therefore, a number of different oils may flow through the same funnel, potentially contaminating the lubricant inside the machine and causing significant damage.

Best Lubrication Practice

A sealable and reusable (S&R) container is a “best practice” alternative to a funnel. These containers typically have a spout or pump-style lid, making it easy to transfer lubricants from the lube room to a machine in the plant. However, the main benefit of these containers is that they lower the chance of particle ingression and cross-contamination into your equipment.  This prevents equipment failures, unwanted downtime and improves plant capacity.

Sealable and reusable color-coded oil containers


You can learn more about Lubrication Best Practices from Paul Llewellyn at our Rethink Maintenance Training Roadshows

by Diana Pereda

Best practice lubrication requires filtering out particles to the proper ISO code for the type of machine. One way to keep your equipment lubricant clean is by installing good quality desiccant breathers. Desiccant breathers replace the standard dust cap or OEM breather cap on equipment and provide much better particulate and moisture filtration. Not all desiccant breathers offer the same amount of protection. I recently visited a facility that was using desiccant breathers on their critical equipment. Unfortunately, these breathers only provided particulate filtration down to 10 microns, allowing harmful particulate ingression directly into their critical equipment and potentially creating unwanted equipment damage and downtime. This is why desiccant breathers with specific features will protect your critical equipment from damage and unnecessary repairs: A two-stage particulate filter system that incorporates a minimum of a 3 micron particulate filter and a “sponge” to capture oil mist that is contaminated is one such. A stand pipe within the breather that protects the reservoir from desiccant in the event of something breaking the breather while in application is also a good idea.

Check out Lubrication Engineers’ full line of desiccant breathers for contamination exclusion in industrial applications or learn more about Lubrication Best Practices from Paul Llewellyn at our Rethink Maintenance Training Roadshows


by Ana Maria Delgado, CRL

Guest post by Paul Llewellyn – LUBRICATION ENGINEERS

If manually greasing a bearing typically means that the bearing will end up being over-greased because more often than not the person doing the greasing pumps new grease in until new grease comes out the other side of the bearing, and over-greasing is as bad as under-greasing, then why don’t more facilities use fully automatic or single point lubricators which can prevent this problem?  Let’s take a look at some of the positives associated with automatic lubrication and SPLs.

Advantages of a Single Point Lubricator (SPL):

  • Reduce work place hazards. Keep employees safe in situations where bearings are cage enclosed and a lock-out/tag-out is required to simply grease a bearing. Instead, remote mount outside of cage. Machine gets greased while in operation. Keep exhaust fans properly lubricated without the risk to personnel (annual greasing instead of monthly). Hard to access bearings can now be properly greased with a remotely mounted SPL that can be easily monitored and changed out (conveyor systems, for example).
  • Precise lubricant delivery. Automatic greasing puts the right amount of grease, in the right place, at the right time, using the correct grease. This means no lube mixing and a reduction in the amount of grease purchased.
  • Improved machine reliability/availability. 50% of all bearing failures are due to lubrication issues. Properly lubricated bearings last longer and increase uptime and throughput. A reliable asset is a safer asset.
  • Man-hour availability. Automatic greasing and SPLs free up personnel so they can do other more productive tasks related to maintenance and reliability-centered maintenance.
  • Automatic lubricators and SPLs work 24/7/365. Once installed and set correctly, these systems are never late, never sick, don’t take vacation and deliver consistent results time after time.
  • Environmental benefits: Automatic systems and SPLs keep the correct amount of grease in the bearing so high moisture areas, dusty and dirty applications, higher temperature assets and other environmental conditions have less of a negative impact.

If you are trying to improve the reliability program at your facility, consider automatic lubrication and Single Point Lubricators as a simple place to start.  You will see immediate benefits with improved bearing life, parts and labor reductions, less unscheduled downtime and increased production and profits.

Learn more about Lubrication Best Practices from Paul Llewellyn at our Rethink Maintenance Training Roadshows

by Ana Maria Delgado, CRL

While we’ve been using calendars and calculators to determine grease replenishment requirements in bearings for a long time, this science is wrong. Most bearings never reach their L10 engineered life, and poor lubrication practices are attributed as the primary failure cause.

Bearings fail when they are over-greased. We lubricate them too often, and we use too much grease.

Change Your Thinking.
We lubricate bearings to manage friction, but over time, grease gets old and needs replenishment. The first sign is when friction levels increase. Ultrasound performs well at sensing and measuring changing in friction levels. It’s the perfect technology to guide lube technicians during the lubrication-replenishment task.

Lubrication Solution
We want to grease bearings correctly. That means using the right grease, at the right location, following the right procedures and intervals, injecting the right amount, and receiving the right feedback when the task is done. New technologies from SDT are engineered to do just that.

The days of relying on calendars and calculators are over. Use our 5-Step Acoustic Lubrication Procedure  and start greasing bearings the right way!

Download our Ultrasound Lube Technician Handbook to learn more!

by Yolanda Lopez

Is New Oil Clean Oil?

Guest post by Paul Llewellyn – LUBRICATION ENGINEERS

Is new oil clean oil? That is a question that can be debated, and has been, for many, many years.  If the new drum that was delivered to my dock, destined for my hydraulic equipment, has never been opened, how can the oil inside it be “dirty”?

To answer that question, perhaps we need to look at a typical journey for a drum of “new” oil.  Most commercial oils leave the finished lubricant manufacturing location in a bulk tanker truck destined for several local oil jobber or distributor locations.  First question: How clean was the tanker truck’s tank when the oil was pumped into it? What method was used to fill the tanker? Was a hose used that had been lying around the filling area floor?  How many stops were made before the tanker arrived at your supplier’s location?

Once arrived at the jobber location, the oil is off-loaded into bulk storage silos on site.  Again, what was the method used to off-load the bulk oil?  Is there a dedicated pump and hose for each different type of oil being off-loaded and stored, or do they flush the same pump and hose and use just one? Where and how were the pump and hose stored?

Once on site, the oil then has to be transferred into the container that you ordered.  Let’s say that’s a 55-gallon drum.  Has that drum been used before and is simply refurbished for reuse? How was it cleaned? What oil was in it before? Is it rusty inside? Does it contain moisture? Dirt?

And what if you ordered a small tanker delivery of say 300 gallons for the 500-gallon stationary tank at your facility? Are you the first stop of the day for the delivery driver or has he been off road on dirt and gravel to five different construction sites before showing up at your facility? Was he/she trained in contamination control best practices?  Most likely, they have no training in that area.

So, it is fairly easy to see how new oil can become dirty and most likely is too dirty for use in a hydraulic system.  It is best practice to take an oil sample of the new oil upon arrival.  This will tell you whether the oil in the container is actually the oil you ordered and what cleanliness level the oil meets.  Then, best practices dictate that you filter that oil before you put it into your expensive equipment.  And use dedicated pumping equipment for that fill. Don’t pay for the cost of reliability with the consequences of unreliability!

Learn more about Lubrication Best Practices from Paul Llewellyn at our Rethink Maintenance Training Roadshows



by Ana Maria Delgado, CRL