The lubricant Optimum Reference State (ORS) is a critical concept in the journey to world-class lubrication and enhanced machine reliability. In short, it is the prescribed state of machine configuration, operating conditions and maintenance activities required to achieve and sustain specific reliability objectives. Lubrication excellence is achieved when the current state of lubrication approaches that of the Optimum Reference State. If you don’t understand the ORS, you probably don’t understand the most fundamental concepts in machine reliability.

Lubrication attributes of the ORS are not widely known by equipment builders, lubricant suppliers and maintenance organizations. Many user organizations falsely conclude that their machines are already fitted with the necessary accessories and components that enable reliability to be achieved. Sadly, of the hundreds of machine service manuals I’ve seen in recent years, it is rare to find practices described close to the ORS. In a typical plant, it is equally rare to see machines fitted with ORS-compliant lubrication components and technicians performing ORS-compliant lubrication.

There are many different attributes of the Optimum Reference State. These attributes relate to people preparedness, machine preparedness, precision lubricants, precision lubrication and oil analysis. Achieving the ORS almost always involves change or modifications. For instance, you can’t get optimum filtration unless you install the optimum filter. You can’t have optimum oil samples unless you install ORS-compliant sample valves in the optimum location. Then, of course, you need to pull the sample using ORS-compliant procedures at ORS-compliant frequencies.

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Historically, water contaminated oil has been said to exist in two states:

• Dissolved water (bound molecularly in the matrix of the oil)
• Free water (not molecularly bound)

In the last 30 years or so, most of the literature, including Noria’s publications, refer to water as having three states. Free water has been redefined as being water that, by force of gravity, will phase out of the oil. This means it will separate below (most common) or above the oil phase depending on oil density.

The new third state is emulsified water. Water that is held tightly in micro-globules in the oil is no longer referred to as free water. Instead, it has been more accurately referred to as emulsified water, or a “micro-emulsion”.

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The analysis of power train lubricants for the purpose of detecting faults and abnormal wear patterns is a well developed practiced in mobile equipment applications. However, these same techniques don’t always transfer successfully into stationary equipment applications for many users. In recent years new approaches and techniques have been perfected to substantially improve the detection of incipient and developing faults in bearings and gear units using wear debris analysis. The approach is more systemic as opposed to the application of any singular new or emerging technology. It begins with improvements in the sampling process to enrich the data and proceeds through the use of tactics that strengthen the signal-to-noise ratio. After detection is confirmed, the final analytical phase involves wear particle identification using both classic and advanced techniques. Key Words: wear debris analysis, spectroscopy, wear particles, ferrography, fault detection, predictive maintenance, tribology, wear particle identification, oil analysis, condition monitoring, elemental analysis, ferrous density, microscopic analysis, ferrometrics.

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According to Massachusetts Institute of Technology professor emeritus and luminary tribologist Ernest Rabinowicz, there are three things that cause machines to lose their usefulness: obsolescence, accidents and surface degradation. Without question, obsolescence is fundamental to the evolution of engineering and technology. The old must make way for the new. Yet some inventions have long life cycles, the grease fitting for example. Its design has changed little since Oscar Zerk invented it in the early 1920s, yet is still widely used today. The automobile, on the other hand, is dynamic and in constant flux. While the classics cars live on into perpetuity, most automobiles face practical obsolescence long before they are functionally inoperable.

The post How and Why Machines Wear Out appeared first on Tesibis.

It takes only a small amount of water (less than 500 ppm) to substantially shorten the service life of rolling element bearings. There is a vast amount of research that supports this. Being a career-long crusader of clean and dry oil, I will certainly not argue the contrary. In fact, water’s destructive effects on bearings can easily reach or exceed that of particle contamination, depending on the conditions.

My theme for this column, therefore, is not about whether water imparts harm but rather how it does. Knowing how water attacks and causes damage helps in setting important dryness targets and also aids failure investigations post mortem. Further, when water contamination is unavoidable, understanding these water-induced failure modes can be valuable in the optimum selection of lubricants, bearings and seals for defensive purposes.

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The analysis of power train lubricants for the purpose of detecting faults and abnormal wear patterns is a well developed practice in mobile equipment applications. However, these same techniques don’t always transfer successfully into stationary equipment applications for many users.

In recent years new approaches and techniques have been advanced to substantially improve the detection of incipient and developing faults in bearings and gear units using wear debris analysis. The approach is more systemic as opposed to the application of any singular new or emerging technology.

It begins with improvements in the sampling process to enrich the data and proceeds through the use of specific strategies and tactics. After detection is confirmed, the final analytical phase involves wear particle identification using both classic and advanced techniques.

The post Maximizing Fault Detection in Rotating Equipment Using Wear Debris Analysis appeared first on Tesibis.

The analysis of powertrain lubricants for the purpose of detecting faults and abnormal wear patterns is a useful practice in mobile equipment applications. Unfortunately for many users, these techniques don’t always transfer successfully into stationary equipment applications. In recent years, new approaches and techniques have been advanced to improve the detection of incipient and developing faults in bearings and gear units using wear debris analysis.

As opposed to the application of any singular new or emerging technology, these new methods are more systematic and functional. It begins with improvements in the sampling process to enrich the data and proceeds through the use of specific strategies and tactics. After detection is confirmed, the final analytical phase involves wear particle identification using both classic and advanced techniques.

Like so many endeavors, success depends more on the quality of execution than the strength of the underlying technologies. This idea can be concluded from the fact that while a great deal of new knowledge and technology has been advanced, for the vast majority of industrial organizations employing wear debris analysis, little has changed in either their tools or approach.

The post The Benefits of Using Wear Debris Analysis in Industrial Machinery appeared first on Tesibis.

You’ve heard the expression. There are only two things in life that are certain: death and taxes. Some have suggested that the same applies to machinery. We all know that if a machine generates a profit, taxes will be levied on that profit. But how about death? Is machine mortality also inevitable?

Let’s take a closer look. According to Massachusetts Institute of Technology professor emeritus and tribologist Ernest Rabinowicz, there are three things that cause machines to lose their usefulness (see Fig. 1): obsolescence, accidents and surface degradation. Without question, obsolescence is fundamental to the evolution of engineering and technology. The old must make way for the new. Yet some inventions have long life cycles, the grease fitting for example. Its design has changed little since Oscar Zerk invented it in the early 1920s, yet is still widely used today. The automobile, however, is dynamic and in constant flux. While the classic cars live on into perpetuity, most automobiles face practical obsolescence long before they are functionally inoperable.

The post Aren’t Machines Supposed to Wear Out? appeared first on Tesibis.