World-class condition monitoring of hydraulic systems involves the successful integration of a number of strategic elements. While in the past, walk-around inspections and gage data were the primary means of monitoring system health, today’s modem oil analysis programs apply a host of sophisticated new tools and instruments. Reliability teams at the plant site frequently commission small laboratories. In many cases the instrumentation suite includes portable and unattended sensors. The situational context is changing too as today’s hydraulic systems are increasingly designed for higher pressures, speeds, and temperatures. This paper presents a review of strategic elements that, when well conceived and implemented, can deliver vital aiding information for achieving even the toughest condition-based maintenance goals. These include the selection of test slate, deployment of incipient failure advisories, setting of targets and limits that define nonconforming conditions, exception testing, and proactive maintenance.

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Sampling is arguably the most important step in the oil analysis process. If the sample in the bottle fails to effectively represent the lubricant and the condition of the machine from which it was drawn, no meaningful conclusions can be from the oil analysis data. This article presents a comprehensive methodology for designing the sampling system and for obtaining a sample from equipment commonly found in the industrial or fleet environment. Useful hints and tips are provided to ensure that oil analysis is on target to meet the expectations of the condition monitoring organizations in pursuit of optimized asset reliability.

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This past year Practicing Oil Analysis featured many end-user case studies documenting cost savings from oil analysis. Surprisingly, the majority of these studies describe the partnering of oil analysis with contamination control*. In this issue is yet another case study, by Weyerhaeuser, deploying this same strategic combination. It is unlikely that these are random events but rather a well-defined pattern. If so, exactly what is this lesson and what is its meaning to machine reliability?

To some it might seem a little like an old tune. After all, hasn’t filtration been around nearly as long as lubrication? And, what’s new that hasn’t already been thoroughly explored and widely applied? For one, when it comes to cleanliness, knowing is definitely not doing. Many maintenance professionals know oil should be clean but the use of filtration and contamination control lacks rigor and discipline. Why?

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