413-788-5823 | Separating Surfaces Since ’76
120 Bosworth St. West Springfield, MA 01089
Onsite Lubrication Surveys
- Comprehensive evaluation of lubrication practices to improve reliability, reduce contamination, and support long-term equipment performance
Measurable Program Insight
An Onsite Lubrication Survey is a detailed, asset-level evaluation designed to document and optimize every lubricated component within your operation. Each machine is reviewed individually, and every lubricated asset is categorized and recorded with technical precision.
For example, electric motors are documented with horsepower, RPM, frame size, orientation, and bearing specifications for both drive end (DE) and opposite drive end (ODE). Gearboxes are recorded by make, model, ratio, lubrication type, and environmental exposure. Port sizes for fill, drain, and vent locations are evaluated to determine suitability for quick-disconnect couplers, desiccant breathers, and oil sample ports.
The objective is to build a comprehensive lubrication framework that enhances asset life, supports condition-based oil changes, and standardizes lubrication practices across the facility. This structured approach eliminates guesswork and ensures every lubricated component is properly specified, documented, and maintained.
What Our Surveys Evaluate
Asset & Component Documentation
Detailed cataloging of lubricated assets including motors, gearboxes, couplings, and bearings, with recorded specifications such as HP, RPM, frame size, ratios, and bearing data.
Lubricant Specification Verification
Verification of correct lubricant type, viscosity grade, and compatibility for each application based on operating conditions and OEM requirements.
Service Interval Assessment
Review of historical service intervals and recurring repair patterns to identify opportunities for condition-based maintenance.
Equipment & Lube Room Condition
Inspection of equipment surfaces, storage areas, and lubricant handling practices to identify contamination risks and environmental concerns.
Condition-Based Strategy Development
Recommendations designed to support extended lubricant life, optimized intervals, and a transition toward condition-based maintenance practices.
Lubrication Point Review
Identification and documentation of lubrication points, application methods, intervals, and accessibility.
OEM Compliance
Evaluation of lubrication procedures against manufacturer specifications and best practices.
Component Data Capture
Recording of critical specifications such as horsepower, RPM, frame size, bearing dimensions (DE & ODE), gearbox ratios, and lubrication requirements.
Used Fluid Analysis
Sampling and laboratory analysis to detect contamination, additive depletion, and early wear indicators.
Port & Hardware Evaluation
Assessment of fill, drain, and vent port sizes to determine suitability for quick-disconnect couplers, desiccant breathers, filtration units, and oil sampling ports.
Environmental & Contamination Risks
Evaluation of operating conditions that contribute to rust, dirt ingress, varnish formation, and lubricant degradation.
Root Cause Identification
Interpretation of findings to determine underlying causes of premature wear, lubricant failure, or performance loss.
Common Questions
How long does an onsite lubrication survey take?
The duration of an onsite lubrication survey depends on the size and complexity of the operation. Smaller facilities or targeted evaluations may be completed in a single day, while large industrial plants or multi-department operations can require three to five days. The scope of the survey, number of lubrication points, and level of documentation required all influence the timeline. Prior to scheduling, we define the survey boundaries to ensure the evaluation is thorough and aligned with your operational goals.
Can the survey focus on specific assets or departments?
An Onsite Lubrication Survey is designed as a comprehensive evaluation of your overall lubrication process. If your needs are limited to a specific asset or issue, that would typically fall under a consulting engagement rather than a full survey. We can discuss your objectives in advance to determine the most appropriate approach.
Do we need to shut down equipment?
In most cases, equipment shutdown is not required. Surveys are typically conducted while operations are running. However, certain machinery may require temporary access, such as removing safety guards to inspect lubrication points. When shutdown or access adjustments are necessary, this is discussed and coordinated in advance to minimize disruption.
What do we receive after the survey?
Following the survey, you will receive a detailed written report outlining findings and recommendations. The report summarizes current lubrication practices, identifies areas for improvement, and provides structured guidance designed to strengthen reliability and overall program performance.
Is oil analysis included?
Oil analysis is not automatically included as part of the survey. However, based on survey findings, oil analysis may be recommended as a follow-up service to validate lubrication practices, monitor contamination levels, and support predictive maintenance efforts.
What information should we prepare in advance?
No specific documentation is required prior to the survey. The most important factor is access to a team member who understands the equipment and current lubrication practices. Any existing maintenance records or OEM information can be helpful, but they are not mandatory.
How many people from our team need to be involved?
Typically, involvement from a maintenance manager, supervisor, or knowledgeable team member is sufficient. We work closely with someone familiar with the machinery, maintenance practices, and operational terminology to ensure findings are accurate and meaningful.
Schedule an Onsite Lubrication Survey
An onsite lubrication survey provides the clarity needed to eliminate guesswork and make informed reliability decisions. Whether you are addressing recurring equipment issues or proactively evaluating your program, our team will define the scope and outline the next steps based on your operational goals.