From the Data Analyst: How Sample Information Affects Limits and Analysis

Two questions our Data Analysis team often receives from fluid analysis customers are “What information is necessary to analyze our samples?” and “Why is this information so important?”

Whether your sample is defined as a grease, diesel fuel, lubricant or coolant, there are complex interpretation factors accounted for each test result of the respective application. Aside from establishing the appropriate testing slate applied to a fluid, test limits may also vary and be comprised of SAE, ISO, POLARIS Laboratories®, OEM, industry charter and/or fluid manufacturer standards. Due to these reasons, it is imperative to supply as much relevant equipment and fluid information as accessible to your laboratory when submitting the sample for testing.

Here are a few scenarios… Without fluid information, a laboratory may not be able to see abnormal fluctuations for additive content or viscosity. The fluid’s basicity may become essentially depleted prior to detection, or the acidic levels may be too high for neutralization efforts. Without the specific equipment model, a laboratory may have to rely on generic data points to extrapolate typical wear accumulation. These limits may be too aggressive or not aggressive enough for the type of equipment tested. These are all exact scenarios we have previously experienced with customers.

For example, we may factor the following information when establishing statistical trends for wear metal content, lubricant properties and interpreted recommendations:

  • Equipment Type (e.g. engine)
  • Specific Application (e.g. diesel)
  • Equipment Manufacturer (e.g. Cummins)
  • Equipment Model (e.g. ISX)
  • Industry Type (e.g. logistics/transportation)
  • Lubricant Manufacturer (e.g. Chevron)
  • Lubricant Product (e.g. Delo 600 ADF)
  • Lubricant Viscosity (e.g. 15W40)
  • Filter Type (e.g. Full Flow)
  • Filter Micron Rating (e.g. 10 micron)
  • Sump Capacity (e.g. 14 gallon)
  • Time on Lubricant (e.g. 13,598 miles)
  • Time on Equipment (e.g. 124,600 miles)

While some equipment manufacturers have a ‘fixed’ wear limit table for operational guidelines, laboratories typically provide a more objective and literal statistical significance of normal wear accumulation. These statistics may reduce unnecessary calls for maintenance, which would otherwise lead to costly downtime or premature use of materials.

Read more in the Technical Bulletin

If you are unsure what information may be required to appropriately identify abnormal trends for your equipment samples, reach out to the laboratory for a list of the requisites and additional guidance. To receive an improved return on investment out of a lubricant, fuel, or coolant maintenance program, avoid delays or guesswork the laboratory may experience due to absent sample information.

A Program Snapshot: HORIZON® Management Reports for Lube Marketers

The HORIZON data management system is robust in all that it can provide to a fluid analysis program. Team training is conducted on features like the Dashboard, Reading a Sample Report, Equipment List Management, Mobile App and Sample Submission – which are all important for program success. But, one feature of HORIZON that is often underutilized or undertrained is Management Reports. These reports provide lube marketers and program champions an overview of their fluid analysis program and provides specific areas for improvement.

There are twelve management report options in HORIZON. This means you can view twelve different sets of data in different areas of your program. For lubricant marketers specifically, the information provided in these reports can provide a look at how distributors and end users are utilizing their fluid analysis programs offered through the lube manufacturer.

Out of the twelve reports, there are three that I believe have significant value when it comes to information lube marketers are looking for: Program Condition, Turnaround Time and Severity Summary. A lubricant marketer can use the information provided in these reports as a touchpoint by sharing a snapshot of the overall program. This ensures the loyalty and pride in their product and the information provided will show that their distributors and end users are successfully monitoring the condition of their equipment.

Program Condition Report

When reviewing the first section of the Program Condition Report, components due/overdue, you can see if the equipment is being tested and if the integrity of equipment is still in tack. The program condition data tells you if the team is being compliant and testing regularly – and it can be the starting point to set a trackable goal.

Turnaround Time Report

The Turnaround Time Report is crucial to program success, too. The information provided in this report reassures the laboratory is meeting their goal and the samples are getting to the laboratory within five days of sample being collected.

The report helps identify areas of improvement, for example, shipping challenges. The graph provides a topic of conversation that some folks may not think about: the importance of getting samples to the laboratory as soon as possible to get results fast and avoid any potential downtime.

Severity Summary Report

The Severity Summary Report will help identify trending of the results, either up or down. This allows the users get in front of a potential problem and help identify some actions that needs to be taken. This opens up a discussion of the lubricants and where some improvements can be made.

 

If you are a lubricant marketer, I encourage you take a look at the management reports HORIZON offers. These reports make it easy to get a high-level overview of your customers, distributors and end users’ use of their fluid analysis program. If you need assistance, reach out to your account manager!

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Published July 15, 2022

Get Connected: Data Integration Platform Partnerships

DataConnect, a free service offered by POLARIS Laboratories®, allows customers to integrate their fluid analysis data into their existing maintenance management platform, such as an ERP (Enterprise Resource Planning), CMMS (Computerized Maintenance Management System) or business analytics system. Integrating data allows customers to view critical information within a single platform to make informed maintenance decisions, including auto triggering work orders, online sample data submission, equipment list updates and more.

This service uses a secure Application Programming Interface (API) and is easy for customers that have the time, resources, and skills to pull data from the API and integrate with their existing preferred maintenance management platform. For others, a ‘turnkey’ solution may be desired.

For the ‘turnkey’ solution, this is where POLARIS Laboratories® Integrated Partners come in. The partners, working with POLARIS Laboratories® and the end user, develop the integration from the API and the customer’s system.

Today’s existing integrated partners fall into several different categories:

  • Equipment OEMs
  • Telematics Services
  • Maintenance Service Providers
  • ERP/CMMS service providers
  • On-Board Sensor Providers

If your company falls in to one of the above categories, or any additional category pertaining to equipment reliability and monitoring, we would love to talk with you about becoming an integrated partner. We see this as a benefit of promoting your company and increasing your revenue stream while also promoting the services offered by POLARIS Laboratories®. Most importantly, we see this as providing value-added service solutions to our mutual customers.

If you are interested in learning more about POLARIS Laboratories® Integrated Partner solutions, please contact:

Randy Clark, Manager of Reliability, at rclark@polarislabs.com.

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Let us prove it to you.

Published May 3, 2022

Case Study: Connecting Fluid Analysis with Equipment Maintenance

By utilizing POLARIS Laboratories® secure data integration API, DataConnect, a major coal producer connected their HORIZON® fluid analysis data with both their ERP system (SAP) and Power BI. By connecting their maintenance data, the customer is able to get a holistic view of their entire maintenance program, automate work orders and gain powerful insights into their program.

Read the Case Study

Submit Daily Component Meter Readings with Your Samples

With POLARIS Laboratories® data integration solution, DataConnect, you can sync your sample data and submit samples through your CMMS. DataConnect now comes with a feature to sync daily component meter readings from your maintenance management system or telematics with your sample data.

Before this new functionality, POLARIS Laboratories® provided sample schedule reports in HORIZON® based on an assumption of the number of days it would take to reach your ‘sample due date’. Here’s an example: your last sample was performed at 2,000 hours and your sample interval is 500 hours, we would forecast, based on interval days that you provided, the date the next sample was due (sample interval 500 hours, equipment operated 8 hours per day, 5 days per week, number of days to reach 500 hours = 88 days, hours on component at last sample + 88 days = next sample date).

In a perfect world, this would suffice for optimal use of your maintenance data, but very few companies run equipment on a predefined number of hours per day. In reality, run time is dependent on many factors.

When you connect your data together through DataConnect and provide the laboratory with daily meter readings, we can forecast your next sample due date with much greater accuracy. Our team is working on additional functionality to send you alerts when your equipment is approaching the next sample due date based on these real-time meter readings.

We’re on the journey to help you achieve optimal equipment reliability – are you? Get started with DataConnect today.

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

Published February 10, 2022

How to Prepare Your Program for 2022

After the events of 2020 throwing operations out of whack, we had high hopes for 2021. Unfortunately, the maintenance industry continued to struggle – whether it be labor shortages or lubricant shortages. But, we’re here to give you a little hope for 2022. We’re here to help you get your maintenance program ready for a new year.

Here are some tips to regain control of your maintenance program:

  1. Take an inventory of your equipment and conditions
  2. Identify or reassess the importance (criticality) of each equipment in your processes
  3. Dust off and review maintenance records of each individual piece of equipment
  4. Identify specific needs for each piece of equipment

If fluid analysis is one tool you use to assess equipment conditions, then consider these:

  1. Collaborate with your Technical Business Consultant | Identify specific actions/activities that will enhance the impact of a well-managed fluid analysis program (our team’s contact info is listed below)
  2. Audit your Equipment List | Complete any missing information and move inactive equipment to a mothball account
  3. Review Your Users | Assess your list of active users and add new or remove those that are no longer needed
  4. Determine Training Needs | Identify gaps and schedule appropriate sessions and topics
  5. Develop and Participate in a Program Review | Program reviews highlight areas where the program is being successful, as well as those needing improvement. Specific equipment in need of attention can be identified as well.

If you are ready to refocus your maintenance and fluid analysis, contact your POLARIS Laboratories® Technical Business Consultant for assistance in reviewing your maintenance practices so you can take your fluid analysis program to the next level.

POLARIS Laboratories® Technical Business Consultants:

Henry Neicamp

hneicamp@polarislabs.com

Connect with Henry on LinkedIn

Julio Acosta

jacosta@polarislabs.com

Connect with Julio on LinkedIn

 

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

Published October 19, 2021

Your Guide to the HORIZON® Technical Library

There are many helpful resources, videos, technical bulletins, position papers and reports to run in the HORIZON® Technical Library that it can be hard to know where to start. So, where do you start? Well, it depends on your role in your fluid analysis program.

  1. Are you a technician pulling samples?
    • You need practical information to collect the most accurate fluid samples
  2. Are you submitting and shipping the samples?
    • You need to know the ways to get those samples submitted and shipped as soon as possible
  3. Are you a maintenance supervisor?
    • You need to know what maintenance needs to be done immediately, what can wait for tomorrow and what samples need to be pulled so you can stay ahead of the breakdown
  4. Are you a site or operations manager?
    • You need daily, weekly, monthly,and quarterly reports sent to you automatically
  5. Are you a program manager or executive?
    • You need reports to see your program as a whole as well as resources to integrate your sample data into the systems you’re already using

We’ve put together a quick guide to understanding where you need to be within the Technical Library to get the most out of what resources are there:

Using the Technical Library

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

Published April 15, 2021

It’s More Than Fluid Analysis

You’ve made the decision to use POLARIS Laboratories® as your trusted fluid analysis provider, a great start to a successful fluid analysis program. Now are using all the features available? POLARIS Laboratories® provides more than fluid analysis. Learn about how our convenient mobile app can help you manage your program in real time.

Real-Time Alerts

Did you know you can monitor your fluid analysis results, receive real-time alerts on high severity reports and submit online data  for your fluid analysis directly from the HORIZON® mobile app?

The HORIZON® mobile app is just another great feature provided by POLARIS Laboratories® to help you manage your fluid analysis program. With customizable settings to receive alerts of the reports that are most vital to the success of your program. Once an alert is received you have the ability to review a summary of the report or with a single click see the full report details.

Submit Your Sample Online

MOBILE SAMPLE SUBMISSION HOW TO VIDEO

The online sample submission capability of the mobile app is a time saver. Your mechanics now have the ability to select equipment from their phone, scan a QR code with their phone, enter a few fields of information (such as component time and lube time) apply a QR sticker to the bottle and then obtain the sample and mail it directly to the laboratory.No more errors from hand written labels and a much faster process!

But the great features don’t end there. Do you have equipment that you need to transfer from one location to another? You can now keep the data accurate for your fluid analysis program mirrored with physical transfers, and you guessed it, you can do this directly within the mobile app.

Easy Equipment Transfer

What about adding new equipment/components? With just a few fields of information to enter you can add this from the mobile app as well!

At POLARIS Laboratories® we consistently strive to help our customers not just simplify their fluid analysis program but help ensure that your data is always timely and accurate.

The mobile app is free and available for iPhone or Android. Give it a try today, you will not be disappointed.

 

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

Published April 8, 2020

Managing Your Fleet in Real-Time

Maintenance managers in the construction industry have more information available at their fingertips regarding the health and risk of their equipment than ever before. Real time information regarding equipment location, operating conditions, component temperatures, fault codes and a host of other telematics and on-board sensors data. This information is not just raw data, but is converted to useful information, including alerts, dashboards, charts and graphs allowing informed maintenance decisions.

Fluid Analysis Adds Value

We all know the value of a successful fluid analysis program and how, when implemented and ran correctly, can reveal the earliest stages of abnormal component wear and help determine the optimal drain intervals. Fluid analysis is the leading science for non-invasive testing available for a predictive maintenance program.

So why have you not incorporated your fluid analysis results with the other information you are collecting?

Connections are Happening

Imagine if you had, at your fingertips, an electronic copy of the latest operators walk -around report which indicates ‘low coolant level’, in addition, the engines on-board sensors reveal excessive engine temperature, and you also have your latest engine oil analysis report showing high level of sodium and potassium (which is a sure indicator of coolant in the engine oil).

Would it not be of great benefit to have all this combined information easily available? Just think of the value in not only deciding if the equipment should be shut down immediately or allowed to run, but think of the value regarding the insight of the maintenance actions / repairs that need to be taken!

So, back to the question, why is your fluid analysis data not part of the real time information you are focusing on?

Getting Connected is Easy

Today, with POLARIS Laboratories’s integration solution, DataConnect, your fluid analysis data is syncing directly to your CMMS is just an email away. Perhaps you would like the laboratory to work with your third-party telematics service provider for the development of the dashboards, charts and graphs you would like to see, we can do that. In today’s connected world, it only makes sense to integrate all the available data, including your fluid analysis!

Connect your account manager or custserv@eoilreports.com with your interest in this no-cost service we provide for our customers.

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

Published February 5, 2020

VIDEO: Adding Equipment in HORIZON®

 

Adding one or more components to your equipment list in HORIZON® is easy! Making sure your equipment list is up-to-date is essential for your program to be a success. Check out the our new video for step-by-step instructions on how to add and edit your equipment in HORIZON.

Click to watch

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

Published  June 24, 2019