IWHY YOU SHOULD PERFORM A LUBRICATION SURVEY AT YOUR PLANT FACILITY
Why you should perform
a Lubrication Survey
at your plant facility.
The confidence gained in knowing that your
equipment is running smoothly and efficiently is
crucial to the performance of any plant facility.
Performing a Lubrication Survey certifies you
are going in the right direction in regards to
optimal lubricant selection, performance and
safety. And a lubricant supplier is an excellent
resource for conducting your Lubrication Survey.
p.01 DEFINING A LUBRICATION SURVEY
p.02 LUBRICATION SURVEY ACTIVITIES:
CONVERSATIONS TO CONCLUSIONS
p.03 BREAKDOWN OF LUBRICATION
p.04 FOOD GRADE SPECIFIC
p.05 LUBRICATION SURVEY BENEFITS
p.06 IDENTIFYING THE RIGHT SUPPLIER
TO CONDUCT THE SURVEY
p.07 TOTAL SPECIALTIES USA, INC.
01WHY YOU SHOULD PERFORM A LUBRICATION SURVEY AT YOUR PLANT FACILITY
Identifying and analyzing the following practices
allows a plant to focus on proactive procedures
versus operating in a reactive manner. And it
provides the lubricant supplier conducting the
Lubrication Survey specific information for each
piece of equipment that leads to educated
recommendations based on OEM specifications.
• Lubricant storage practices
• Lubrication plant maintenance
scheduling and compliance
• General safety within the plant
• Oil sampling practices and analysis
To achieve the greatest results, plant facility
personnel must participate in the process
alongside the lubricant supplier conducting
the Lubrication Survey.
DEFINING A LUBRICATION SURVEY
Conducting a Lubrication Survey at your plant provides an excellent opportunity to identify all equipment
lubrication points within a facility and what lubricants should be used. Information that is gathered from the
survey is unique to that facility and produces highly applicable recommendations for establishing a proactive
lubrication program. Implementing this type of program off of a Lubrication Survey leads to an increase in
reliability, lower operating costs, decreased time between failures and less downtime in the facility. Lubrication
Surveys are valuable across industries where there is rotating or heavy-duty equipment involved in facility
operations. Companies that are experiencing difficulties with operations or are looking to improve their
lubrication programs are typically the first to request a lubricant supplier to conduct a survey.
Continued reliability issues that
lead to increased expenses and cost
of goods, reactive operations within
facility which decrease planning
and scheduling of outages are at
risk of occurring if a Lubrication
Survey is not conducted.
Potential product consolidation
Waste and over lubrication reduction
Extended drain oils
Correct lubricant products in equipment
Increased operation efficiency
02WHY YOU SHOULD PERFORM A LUBRICATION SURVEY AT YOUR PLANT FACILITY
LUBRICATION SURVEY ACTIVITIES:
CONVERSATIONS TO CONCLUSIONS
The process for initiating a Lubrication Survey typically arises from discussions around increasing reliability,
lowering costs by reducing downtime and making improvements to a facility’s lubrication program.
These considerations often take place between plant personnel and their lubricant supplier.
Once the decision has been made by the plant facility to perform
a Lubrication Survey and a supplier has been selected, the
timeframe for completion is determined by the size, quantity of
equipment and availability of a facility. An average sized facility
will normally take 3-5 days to capture all of the information and
data points. In order to make comprehensive and effective
recommendations, all areas of the facility which have lubrication
points must be examined. Field Engineers from the selected
lubricant supplier will manage the Lubrication Survey.
It is vital to the success of the Lubrication Survey that all
facility personnel involved in the reliability of plant equipment
participate in the process. Transparency into details like plant
maintenance schedules, current lubrication in equipment,
frequency of oil samplings, identifying equipment with high
failure rate and describing areas of concern enhance the scope
of the Lubrication Survey and increase the relevancy of future
Relevant facility personnel include Plant
Managers, VP of Operations, Maintenance
Managers, Reliability Engineers, Supervisors
After the Lubrication Survey has been completed onsite at
the plant facility, it is expected for the conducting lubricant
supplier to take one to two weeks to build out their final report.
The final report is a deep dive into the recommendations,
based on the survey findings, for establishing a proactive
lubrication program that will lower operating costs,
decrease time between equipment failures, provide a better
understanding of plant equipment and reduce facility downtime.
Lubrication Surveys are not a one-time service provided to a
plant facility. After the initial survey is performed, the conducting
lubricant supplier maintains continuous contact the facility to
ensure corrective actions are performed accurately throughout
implementation. Surveys are recommended every 3 to 5 years
depending on equipment and personnel changes or if failures
begin occurring due to unknown reasons.
leading to a
High failure rates
Inexperienced plant staff
Frequent staff turnover
Desire for improved reliability
03WHY YOU SHOULD PERFORM A LUBRICATION SURVEY AT YOUR PLANT FACILITY
LUBRICATION SURVEY ACTIVITIES
Below is a breakdown of the activities that occur after the decision has been made
between a plant facility and lubricant supplier to conduct a Lubrication Survey.
PRIOR TO LUBRICATION SURVEY
• Customer requests a Lubrication Survey be conducted
at their plant facility
• Field Engineers are notified and scheduled
• An asset list from the facility is requested by the Field
Engineers from the lubricant supplier with names and
descriptions of all equipment
• Date and time for Lubrication Survey are determined
based on plant personnel and Field Engineer availability
• Field Engineers review asset list and prepare for survey
DURING LUBRICATION SURVEY
• Upon arrival Field Engineers discuss potential areas of
concern and opportunities which will benefit the facility
• The survey begins by reviewing each piece
of equipment in the facility
• Photographs are captured to document findings during
the survey and for future reference
• Upon completion of full Lubrication Survey, up to
3-5 days, Field Engineers discuss with plant personnel
initial findings and immediate options for improvement
opportunities before departing the facility
POST LUBRICATION SURVEY
• Field Engineers review survey findings and compile
• Final report is reviewed internally with appropriate
personnel from the conducting lubricant supplier
• Final report is presented to plant personnel inclusive
of findings, opportunities and recommendations
for establishing a proactive lubrication program
• Once recommended plan is adopted by the facility,
continuous contact is maintained between lubricant
supplier and customer to ensure corrective actions
are performed accurately
04WHY YOU SHOULD PERFORM A LUBRICATION SURVEY AT YOUR PLANT FACILITY
FOOD GRADE SPECIFIC
Within a food processing or manufacturing facility, pollution of lubricants can enter the food through numerous
paths including direct contact from over lubricated bearings, equipment leaks, during sealing processes or
due to a lack of mechanical knowledge. To combat pollution of food by lubricants, training, equipment tagging,
product application guides and a Lubrication Survey are beneficial.
The National Science Foundation (NSF)
is a global independent public health and
safety organization that is charged with the
responsibility of registering lubricants for
their suitability in food environments.
FOOD GRADE LUBRICANT CERTIFICATIONS
H1 Suitable for incidental food contact (up to 10 PPM)
H2 No contact permitted
H3 Direct food contact (release agents, ingredients)
NSF provides an accredited ISO 21469 certification program
that includes third party assessment of product conformity,
production facility audits to confirm correct quality procedures
and manufacturing practices are followed and analytical testing
conducted to verify the integrity of the product composition.
VALUE OF ISO 21469 CERTIFICATION
• Differentiates products in marketplace
• Accepted in global markets with international appeal
• Demonstrates commitment to quality
• Supports continuous improvement
• Strengthens food safety culture
Managing food grade lubricants is important in avoiding pollution
of food by lubricants. Differentiating between food and non-
food grade lubricants is a large component. Often, food grade
lubricants are packaged in a different color from other products
on the market allowing for visual separation of products. The use
of lubrication tags, product application guides and segregation
of conventional and food grade products also aid in the
management of food grade lubricants.
05WHY YOU SHOULD PERFORM A LUBRICATION SURVEY AT YOUR PLANT FACILITY
LUBRICATION SURVEY BENEFITS
Numerous benefits can be realized from conducting a Lubrication Survey in your plant facility.
Financial gains through lower maintenance budgets
and reduced lubricants purchased and wasted.
These financial gains are measurable and substantial.
Improved operational efficiency with greater reliability
of equipment and fewer unplanned outages.
Areas of potential
value for customer
Condition monitoring improvements
Over lubricating and waste reduction
Extended oil drains
Improved storage and transfer
practices of lubricants
Improved sampling procedures
Training of plant personnel
EQUIPMENT LIFE & PRODUCTIVITY
Equipment life increases with extended operations
and improved MTBF (Mean Time Between Failures)
and less downtime means increased operations
leading to increased production.
06WHY YOU SHOULD PERFORM A LUBRICATION SURVEY AT YOUR PLANT FACILITY
IDENTIFYING THE RIGHT SUPPLIER
TO CONDUCT THE SURVEY
Identifying the right supplier to conduct a Lubrication Survey of your plant facility positions them as
a partner not just a provider. A qualified supplier performing a Lubrication Survey guarantees safety and
an additional perspective into a facility’s lubrication activity. The partnership between your facility
and the conducting supplier is strengthened through the supplier’s expertise and product knowledge
and the facility’s support and transparency.
When identifying the right supplier to perform a Lubrication
Survey of your facility, conducting a Snapshot Survey can
be very beneficial. Lubricant suppliers regularly require a
commitment before performing a full Lubrication Survey of
a facility if they are not an existing customer. A Snapshot
Lubrication Survey demonstrates the service, quality level
and expertise a supplier can provide.
Beyond conducting a Lubrication Survey, the right
supplier partners with the facility to provide proactive
training opportunities, plant maintenance optimization and
implementation guidance to ensure continued success.
of the right
Extensive industry and
Certified experience with
lubricants and plant surveys
Approach relationship with
facility as a partnership
During a Snapshot Lubrication Survey
a sampling of 3-5 assets are examined
and subsequent recommendations are
made by the conducting lubricant supplier.
A Snapshot Survey is a great tool for
validating the benefits of a comprehensive
Lubrication Survey and building credibility
in the lubricant supplier’s capability.
07WHY YOU SHOULD PERFORM A LUBRICATION SURVEY AT YOUR PLANT FACILITY
TOTAL SPECIALTIES USA, INC.
Total Specialties USA, Inc., headquartered in Houston, Texas, is a part of the Americas Division
for the Marketing & Services Branch of the Total Group. We are very proud of the rich global heritage
of our parent company, Total, the fourth largest oil and gas company in the world. Total Lubricants,
a business unit of Total Specialties USA, Inc., offers a comprehensive scope of oils, greases and
special products for a range of industries.
Field Engineers for Total Lubricants have
extensive knowledge in all industries from
Food, Steel, Paper, Refineries, Chemical,
Phosphate, Pharmaceutical, Automotive
to Heavy Duty. Across all industries, Total
Lubricants’ Field Engineers have a robust
understanding of product applications
with plant facilities.
With certifications in various arenas,
including STLE, ICMLA and Vibration,
Total Lubricants’ Field Engineers have
been conducting Lubrication Surveys
and assisting customers to improve their
reliability programs for over a decade.
Total’s line of food grade lubricants, TOTAL NEVASTANE, are ISO
21469, Kosher and Halal certified. TOTAL NEVASTANE Food Grade
Lubricants are also GMO (genetically modified organisms) & allergen
free which is important when used in today’s food processing
marketplace. The category emergence of organic foods has sparked
higher demand for lubricants that do not contain any GMOs.
Today’s food grade lubricants are formulated to meet the demanding
functions of lubrication in equipment. TOTAL NEVASTANE Food
Grade Lubricants use the best additive packs and base stocks
available to maintain equipment reliability. TOTAL NEVASTANE is
applicable to lubricants used for processing in food and beverage,
cosmetics, pharmaceuticals, animal feed and tobacco.
Total Specialties USA, Inc.
1201 Louisiana Street, Ste. 1800
Houston, TX 77002