Fundamentals Of Fluid Analysis for Industrial Machinery

By Jim Fitch
Book Chapter. Operating Equipment Asset Management Handbook. 1st – 4th editions. Edited by John S. Mitchell

Every industrial organization has experienced the consequences of shoddy maintenance: contract penalties, junked parts, injuries, catastrophic damage, ballooning costs, missed shipping dates, irate customers, and sickly quarterly financial reports. Today, machinery and equipment can be maintained to achieve useful operating lives many times those attainable just a few years ago. For oil lubricated machinery, the opportunities surround what is commonly referred to as proactive maintenance.

Carefully monitoring and controlling the conditions of the oil (nurturing) can systematically eliminate many of the root causes of failure. Case studies of highly successful organizations show that oil analysis plays a central role in this nurturing activity. For oil analysis to succeed, the user organization must first define the goals of the effort.

Some people view oil analysis as a tool to help them time oil changes. Others view it in terms of its fault detection ability. Still others apply it to a strategy for contamination control and filter performance monitoring. In fact, when a program is well designed and implemented, oil analysis can do all of these things and more. The key is defining what the goals will be and designing a program that will effectively meet them. One might refer to it as a ready-aim-fire strategy. The ready has to do with education on the subject of oil analysis and the development of the program goals. The aim uses the knowledge from the education to design a program that effectively meets the goals. The fire executes the plan and finetunes it through continuous improvement.