a.

INTRODUCTION ON THE INDUSTRY

i. Process flow diagram

ii. General list of equipment

b. The plant lubrication survey

i. Identify equipment and component parts requiring lubrication.

ii. Obtain similar information for each subcomponent of the machine.

iii. Examine the lubricant recommendations made by the machine or parts
manufacturer.
iv. Determine the lubricants currently used, including quantity, cost, and supply
source
v. List the schedules in effect for each lubrication point.
vi. Identify the nature of each lubrication point

c. Establishment of lubrication schedules

i. Review current lubrication schedules, including type and amount of lubricant
used and frequency of application.
 ii. Determine if it is the best lubricant for the specific application commensurate
with the proposed lubricant product reduction program and improved
performance requirements.
iii. Analyze each piece of equipment to determine if the present lubrication system
is adequate and if the lubrication points or central reservoirs are readily
accessible.
iv. Investigate opportunities to replace inadequate systems, manual systems, and
malfunctioning automatic systems with state-of-the-art automatic systems that
can be justified through reduced labor, increased equipment reliability, and/or
reduced energy costs.
v. Establish lubrication schedules and routings to minimize travel time and
interference with production operations. Determine time required to perform
specific lubrication functions and number of workers required to perform the
job.
vi. Establish a check-off or feedback procedure to indicate that the scheduled
lubrication was accomplished with the proper lubricant.
vii. Record and report the amount and type of lubricant consumed in each area and
on major pieces of equipment.

d. Lubricant analysis
i. Establish the objectives of the analysis program, that is, monitor and track wear
and lubricant quality to detect problems caused by adhesion, friction, and
corrosion before there is major component damage and to determine when
lubricant should be filtered, replaced, and/or fortified with additives.
ii. Select the plant equipment to be included in the analysis program. Equipment
selection is usually based on the importance of the equipment to continuity of
plant operations.
iii. Determine the sampling frequencies for each component.
iv. Design the testing packages to meet the selected objectives
v. Select a lubricant testing laboratory that can accurately test the parameters
chosen and report the results in a comprehensive manner on a timely basis.
vi. Determine the cost of the analysis program.
vii. Develop the sampling procedures and modify equipment as necessary to extract
representative samples while the equipment is in operation.
 viii. Establish sampling, testing, and reporting schedules.
ix. Develop procedures and lines of communication to report results and to initiate
actions dictated by the test results.
x. Establish a program review schedule.

e. Fluids management
i. Storage
ii. Receive
iii. Dispensing
iv. Usage
f. Quality assurance,