Machinery Lubrication

Machinery Lubrication November-December 2018

Machinery Lubrication magazine published by Noria Corporation

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Page 43 of 74

ML www . | November - December 2018 | 39 An eff ective system of metrics will monitor whether the program's goals are attained (implementation KPIs) and maintained (continuous KPIs). ese types of metrics can identify areas that are performing well, others that require attention and those that will be helpful for estimating the benefi ts of the chosen strategy. Temporary vs. Permanent KPIs Temporary KPIs refer to transi- tion or implementation periods. ey should be used while the project or any changes relating to the transitory goals are ongoing. Examples of these types of goals and KPIs are shown in the table on page 38. e chart on the right highlights an implementation metric used as an indicator for monitoring and reporting the success of a lubrica- tion program. Permanent K PIs report or monitor processes, tasks, routines or conditions that have already been implemented and are expected to be in place for a long time. Most of the metrics discussed in this article would be considered permanent KPIs. General vs. Specifi c KPIs It is possible to have more than one KPI for each goal. In addition, just as specifi c goals may be part of a more general goal, general KPIs can be a combination of more specifi c metrics. See the examples in the table on the right. Macro vs. Micro KPIs Macro and micro KPIs are a variation of general and specific KPIs. A micro KPI may be catego- rized by machine, individual, task, etc. On the other hand, a macro KPI could be a summary of various micro indicators condensed into a general metric. An example of a micro indi- cator would be to determine if the contamination level of particles in a hydraulic system is within the target range. e answer or indicator is simply "yes" or "no." e macro indi- cator would be the total percentage of hydraulic systems with a cleanli- ness level compliant with the target. An even more general KPI would be the overall percentage of machines, including compressors, gearboxes, etc., that complied with the clean- liness level. See the illustration on page 38 for how general KPIs can be represented. Leading vs. Lagging KPIs Lagging indicators monitor events that happen as a result of a process or sequence of actions. ey may trigger a corrective action or reactive mainte- nance. Examples of these types of KPIs would be the number of oil analysis reports with abnormal conditions, the number of individuals requiring specifi c training, the percentage of machines with abnormal vibration, etc. Leading indicators are focused to anticipate potential failures or "non-conformities" and alert when action should be taken. ese KPIs may report oil analysis results of the incoming lubricant, failure modes and eff ects analysis (FMEA) of new machines to be installed, oil analysis information on an oil's varnish poten- tial, etc. e table on page 40 includes a combination of macro/micro and leading/lagging indicators. Lubricant Life Cycle Metrics For a complete report on the lubrication program's status or progress, a comprehensive system of KPIs will be necessary to monitor the diff erent elements. A good approach is to consider the lubricant life cycle within the facility, including lubri- cant selection, reception and storage, handling and application, contam- ination control, lubricant analysis, disposal and safety requirements. Lubricant Selection is comprises the strategy and actions performed for the selection of the lubricant, the def inition of its specif ications and perfor- mance, identifi cation and purchase processes, as well as the supplier assessment. Examples of these metrics would include lubricant quality compliance at reception, implementation of the lubricant GOAL KPI GENERAL Retrofit all critical equipment with proper accessories to improve lubricant contamination control, machine inspections and oil sampling within 12 months for the organization's three plants Report the percentage of machines that were retrofitted monthly in the three plants: Total % = (1/3) (Plant A% + Plant B% + Plant C%) SPECIFIC Retrofit all critical equipment with proper accessories to improve lubricant contami- nation control, machine inspections and oil sampling within 12 months Plant A% Plant B% Plant C% General vs. Specifi c KPIs

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