2016 Customer Summit Recap

Thanks to an amazing group of speakers and sponsors, the 2016 Customer Summit was a huge success! Not only did we have a fantastic turnout but our customer’s left with the knowledge they need to champion impact in their oil analysis programs.

The diverse experiences and perspectives shared by our presenters provided those in attendance with valuable insight into the world of oil analysis and equipment maintenance. Narratives as powerful as what we heard this year are meant to be shared. If you were unable to attend, I’ve put together 10 key takeaways from the speaker’s presentations I would like to share.

  1. Your oil analysis program champion is the key to integrating proactive testing into your maintenance program.
  2. When you find an opportunity to improve, you have to take it. Oil analysis is your opportunity to improve the quality of your maintenance program.
  3. Instead of praising the repairman who fixes an equipment failure, praise the person who prevents the failure from occurring in the first place through maintaining your fluid testing.
  4. The Five R’s of Lubrication are right type, right quality, right time, right location and right method.
  5. When you’re working to eliminate reoccurring equipment problems, document everything. Documentation of personnel, time and program changes is essential for achieving continuity.
  6. Effective communication plays a key role in program improvement. Practice communicating your oil analysis goals and successes to both management and your maintenance team.
  7. Reviewing and understanding your management reports is incredibly important. It can save you time and help you ensure you are successfully tracking every component.
  8. Common challenges faced by companies in the early stages of their oil analysis program include: language barriers in communication and documentation, ineffective component identification, inconvenient location of sites, resistance to change and a failure to ask questions.
  9. If you want your maintenance team to ‘buy-in’ to oil analysis, you have to make a strategic effort to motivate them and measure their sample volume. Challenge your teams by creating a competitive environment to maximize your testing program.
  10. Surround your program champion with a good team who can support and bolster their efforts.

The Customer Summit is a fantastic opportunity to learn how to start and improve your oil analysis program by listening to leaders in the industry. While this year’s summit has drawn to a close, we are already planning for next year. If you’re interested in attending or sponsoring next year’s summit, please feel free to reach out.

 

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Published September 30, 2016

Engine Specific Test Packages: Basic vs. Advanced

engine-specific-test-packages-basic-vs-advanced

When starting your oil analysis program, deciding which test package to use for your engine can be intimidating. You have to make an important decision between testing the condition of your oil vs. the life of your oil.

Maintenance professionals concerned with the condition of their oil usually go with a basic package that includes the testing required for analysts to detect basic equipment wear and lubricant contamination. The package includes:

  • Elemental Metals Analysis (24 by ICP)
  • Fuel Dilution % (Diesel/Gasoline Only)
  • Water by Crackle (estimate)
  • Fuel Soot % (Diesel/Gasoline Only)
  • Viscosity at 40 degrees or 100 degrees Celsius

In contrast, the advanced package is usually chosen by experienced maintenance professionals who are concerned with extending their drain. The package includes the testing required for our analysts to detect basic equipment wear, lubricant contamination and lubricant life:

  • Elemental Metals Analysis (24 by ICP)
  • Fuel Dilution % (Diesel/Gasoline Only)
  • Water by Crackle (estimate)
  • Fuel Soot % (Diesel/Gasoline Only)
  • Viscosity at 40 degree or 100 degrees Celsius
  • Oxidation
  • Base Number
  • Nitration

The three additional tests performed in advanced packages are used to determine the maximum drain interval. Maintenance teams often have these tests performed because of the high cost of savings that comes with extended drains.

The first test, oxidation, measures the breakdown of a lubricant due to age and operating conditions. It prevents additives from performing properly, promotes the formation of acids and increases viscosity.

Testing for nitration indicates excessive “blow-by” from cylinder walls and/or compression rings. It also indicates the presence of nitric acid, which speeds up oxidation. Nitration is primarily a problem in natural gas engines.

The base number test measures a lubricant’s alkaline reserve or ability to neutralize acid. As the base number depletes, the lubricant’s ability to effectively neutralize acids is diminished. A base number of at least 25% of the new oil’s value is recommended to protect engine parts.

In addition, the advanced package can be tailored to fit the needs of the program, whether the team is more focused on preventive or predictive maintenance.

If you have any questions about which test package best fits your program needs, please feel free to contact our team at getstarted@polarislabs.com.

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New Equipment Needs Oil Analysis Protection

sample-submission

An industrial building service company makes sure to regularly test the oil in all of their heavy-duty trucks, including new trucks. Their maintenance staff knows all equipment experiences a period of break-in wear, and removing those particles can extend component life.

However, the first sample results from a 2015 model engine showed 255 ppm of aluminum and 198 ppm of iron. These metals are typical for early life-cycle engine break-in, but our data analyst found those quantities excessive and recommended a maintenance investigation.

Read the Full Case Study

How Clean Do Sample Bottles Need to Be?

There are a wide range of opinions regarding how clean an oil analysis sample bottle needs to be. While it is a fact that most oil testing equipment is sensitive enough to detect the difference between using ISO “Clean” (100 particles greater than 10 microns per milliliter), “Superclean” (10 particles), and “Ultraclean” (1 particle) bottles, the only reason to use a more expensive Superclean or Ultraclean bottle would be if the additional particles would change the maintenance recommendations.

Instead of focusing on the tests and ISO charts, efforts should be put towards figuring out the cleanliness target for each piece of equipment. Any level of cleanliness is attainable, but the particle cleanliness level should be balanced with the maintenance cost of sustaining that cleanliness. Keeping the inside of equipment clean is a long-term investment, and it’s up to you to determine where the right place to invest is.

For example, a hydraulic system sitting in a clean room with light use could easily achieve a 16/14/10 ISO cleanliness rating. Investing time and money to test the oil and then filter the sump as needed could yield significant equipment life extension. In this case, an ISO Superclean bottle might be appropriate to use because an additional 100 particles/milliliter using a “Clean” bottle has the potential to trigger an unnecessary service event.

Alternately, it would take a comparable fortune to maintain a 16/14/10 rating if that same hydraulic system was in a room surrounded by rock crushers. It would be a challenge not to contaminate a -Superclean sample jar simply by opening it in that dusty of a room. In this instance, a Clean sample bottle may be a more appropriate choice depending on your needs for equipment uptime, expected lifecycle, and maintenance costs. If samples need to be collected in locations with high environmental contamination, you might consider an alternative solution, such as relocating the sample point outside the dusty environment.

Some oil analysis users even consider using Ultraclean jars on occasion. While these yield some impressively consistent, valuable results, the need for this level of bottle cleanliness is simply beyond even high-performing maintenance programs. Outside of a research application, few would realize a benefit due to the difficulty in preventing particulate contamination when collecting samples. Aside from being exorbitantly expensive, they are frequently made of glass which can be a hazard.

It’s important to collect oil samples in a clean container, but using Superclean and Ultraclean containers may raise expenses without seeing much gain. The average maintenance program will see the most benefit from using ISO Clean jars if they are running particulate and cleanliness testing based on experience, but if you have questions about the containers you are using I’m available at ablack@polarislabs.com to help you find the best solution for your program.

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Let us prove it to you.

HORIZON®: How To Add Equipment

The HORIZON® management tool is an incredible resource for you and your maintenance team. Using the system, you can submit samples, view sample reports and submit actions taken. In order to make the most out of your use of HORIZON, it’s important to keep your system information up-to-date.

Adding new equipment directly into your HORIZON equipment list can help simplify your sample submission process.

Luckily, it’s easy to do. For a more in depth look at this procedure, check out this technical bulletin or watch this video. In the meantime, here’s a quick look at the steps to add equipment into your HORIZON account.

 Navigation from the Dashboard

  1. From the menu tab bar, click on Equipment Management and select “Add Equipment” from the drop-down list that appears.

Account Selection

  1. Select one account for the new component and click the green arrow at the top. You can filter the columns by typing in the fields or sort them by clicking the arrow to the right of the field.

Component ID

  1. Components can be named one of two ways: Asset Detail Abbreviations or Direct Naming.
    • Type in those fields to automatically filter the list of eligible entries and select your choice using your mouse or the “Enter” button.

Component Values

  1. Provide as much information as possible for more precise recommendations.

Filter Values

  1. Provide the type of filter and micron size rating (if any) on the unit.

Product Values

  1. The Product Values is the type of fluid typically used in the component.

Wild Card

  1. Wild Card values can be utilized for any additional information you would like reflected on the sample that isn’t already available using the other fields.

Continuing

  1. Once you are satisfied with all of the information in the Component List and the current screen, click “Review and Save”.

Review

  1. This screen allows you to review the Component ID, Secondary ID and Component Type.
  2. A CSV file of the components can be downloaded for your records.
  3. Click “Add Another Component” to add another component to that account or “Confirm” to add the components.

For additional questions about the HORIZON management system or app, please contact us at custserv@eoilreports.com.

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Let us prove it to you.

Two Weeks Until the 2016 Customer Summit


It’s official! We are just two short weeks away from the 2016 Customer Summit. If you have yet to let us know you’ll be joining, there is still plenty of time for you to register for this exciting professional development opportunity.

Attending the summit offers you a chance to ask all your oil analysis questions while surrounded by the best and brightest in the industry. This is your opportunity to engage with your peers and industry experts to find solutions to the maintenance pain points that plague you every day.

As a participant, you’ll take part in our dynamic sessions, tailored to fit your oil analysis needs. We’ve also scheduled some exciting events and tours to give you a chance to network with other attendees.

If you haven’t registered yet, there’s still time! Learn more about the event and register today.

We are looking forward to seeing you all on our “home turf”!

Proven Impact. Proven Uptime. Proven Savings.
Let us prove it to you.

Published September 5, 2016