1

Standard Operating Procedure (SOP)

Read all of the steps in this SOP before beginning work.
Follow customer labor requirements (i.e. respect Union work)

SOP: Storage & Handling Study DATE  NEW

7/18/2014 o REVISED PAGE 1 of 10
___ Number

TYPICAL CUSTOMERS WORK TYPE WORK ACTIVITY (Description)

Gen. Manu., Prmary Metals, Cement, Lubricant Storage & Handling Perform a Lubricant Storage & Handling (S&H) study in order to ensure optimal
Mining, Energy, Pulp/ Paper, etc. (S&H) Study lubrication
DEVELOPMENT TEAM POSITION / TITLE REVIEWED BY/DATE POSITION / TITLE
Tom Schiff Global FES Manager Thomas Schiff Aug 28, 2014 Global FES Manager
Gilles Delafague FES Advisor

PLEASE UTLIZE ATTCHED GENERAL JSA AS GUIDANCE AND, IF YOU HAVE DONE A SITE SPECIFIC JSA.
PLEASE ASSESS YOUR OWN CONDITIONS OR SPECIFIC SAFETY REQUIRMENTS OR 3 rd PARTY SITES, AND BE SAFE:
http://intratta.na.xom.com/emdn/sbps/docs/safety/jsa/JSA_Storage_and_Handlng_Study.xls
EQUIPMENT INDEPENDENT OF JSA DESIRED DOCUMENTATION
 CLIPBOARD OR IPAD / TABLET PC  DATE OF – (ESN) Engineering Service Notice as a leave behind
 IR GUN  CUSTOMER UOA REPORTS (SIGNUM/DATA HARVESTER)
 FLASHLIGHT(with safety hand string)  FINAL – (ESR) Engineering Service Report OR PROPOSAL
 SAMPLE THIEF, BOTTLES & LABELS  INSPECTION SPREADSHEET / IPAD SITE STUDY OUTPUT
 RAGS LINT FREE  REPRESENTATIVE OIL CLEANLINESS SUPPLY CHAIN REPORT
 CAMERA (with safety hand string)  PLANT ANALYSIS IPAD APP OUTPUT
 IPAD WITH SITE STUDY APP  CUSTOMER S&H PROCEDURES
 CUSTOMER S&H TRAINING PLAN/MATERIAL
 CUSTOMER CLEANLINESS GOALS BY APPLICATION
 CUSTOMER SAFETY RECORD (LUBE S&H RELATED INCIDENTS)
OTHER (SPECIFY)
TIME ESTIMATED TO COMPLETE THIS TASK NUMBER OF PEOPLE TO PERFORM THIS TASK
PLANNING – ½ DAY; SITE EXECUTION – 1 DAY; POST ANALYSIS TYPICALLY ONE LUBE ENGINEER WITH CUSTOMER ESCORT/ FOR LARGE
– ½ DAY; REPORT GENERATION – ½ DAY FACILITIES MAY USE TEAM OF LUBE ENGINEERS, DISTRIBUTOR LUBE
ENGINEERS/TECHNICIANS
FREQUENCY TO PERFORM THIS TASK SKLLS REQUIREED TO PERFORM THIS TASK
DEPENDS ON CUSTOMER NEEDS. ALSO DEPEND ON THE  MECHANICAL APPTITUDE.
QUANTITY OF EQUIPMENT SELECTED BY THE CUSTOMER.  PRODUCT KNOWLEDGE.
TYPICALLY A STUDY IS CONDUCTED AS A PROJECT  FILTRATION/LUBE CLEABLINESS KNOWLEDGE.
(ANNUAL+) AND CAN BE COMPLEMENTED BY ROUTINE  LUBE S&H EQUIPMENT KNOWLEDGE.
INSPECTIONS ON MORE FREQUENT BASIS (BEST  EXPERIENCE WITH BREATHERS.
INCORPORATED INTO CUSTOMER OWN INSPECTION  CONTAMINATION CONTROL EXPERIENCE.
PROGRAM BUT EM CAN BUILD INTO OTHER INSPECTIONS OR  TYPICAL PROBLEMS WITH CONTAMINATION.
HAVE DISTRIBUTOR/CONTRACTOR TECHNICIAN EXECUTE)  CONDITION EQUIPMENT DETAILED OBSERVATION
 WAREHOUSE AND STORAGE INSPECTION EXPERIENCE.
 SAMPLE TAKING EXPERIENCE.
 OIL ANALYSIS AND INTERPRETATION EXPERIENCE.
JOB COMPETANCIES REQUIRED TO PERFORM THIS TASK TRAINING REQUIRED TO PERFORM THIS TASK
 UOA INTERPRETATION  lms e-Learning– LUBE S&H
 SAMPLING TECHNIQUES  2nd Edition Lubrication Fundementals Book (Chapters 18 & 19)
 BASIC LUBRICATION OF GEARS, BEARINGS, HYDRAULICS  EM S&H Internal/External Offer Sheets
 FILTRATION & DIALYSIS.  Contamination Control Training (file attached)
 PSPS (PROFESSIONAL SELLING PROCESS SKILLS) / SPIN  Product knowledge and Recommendations
 TCO / BENEFIT REPORT WRITTING  UOA Interpretation ( Cleanliness).
 LUBE STORAGE, HANLDING AND DISPENSING  Filtration & Dialysis. (file attached)
 OJT – observe competitent person doing S&H study
 OJT – be observed by competitent person doing S&H study
 Site specific safety training
OTHERS RESORCES OR RELATED INTEREST SITES
 TECHNICAL HELP DESK (THD) ([email protected])  LTS (LUBRICANT TECHNICAL SUPPORT)
 Lube GBU Technical Resource Library
 www.mobilindustrial.com
 www.looble.com

2
PURPOSE – To describe the process for developing a Lubricant Storage & Handling Study in
a new or an an existing customer. The main objective through the Oil cleanliness study is to
monitor the oil condition along the supply chain (from warehouse/tanks to different
equipment) identifying sources of contamination in order to propose improvements for
keeping clean the oil and to increase equipment life.

3
 LOCATION JOB STEPS
Prior your call, collect customer  Ask customer for personal protection equipment you will need
information. previous to visit different locations. Review JSA, etc.
 Identify customer sector and prep for suffering points for this industry
(Example, Cement: a lot of contamination).
 Determine why the Lubricant Storage & Handling Study is needed.
What is the goal of the customer?. Identify cost or potential cost
impacts due to poor lubricant storage and handling (leverage data
harvester UOA results, removed equipment components that show
failure modes of contamination, get store room part usage, etc.)
 Get preliminary information: General equipment layout, Current Lube
Routes, Current Lubricant used, Lubrication practices ( How they
apply the lubricant, how they handle the oil, where do they store
lubricants, what tool do they use to apply the lubricant), warehouses
used for storage lubricants and what kind of filtration they use.
 Get process diagrams to understand customer equipment and
nomenclature.
 Consult support information and owner/OEM manuals for cleanliness
specifications.
 Collect all used oil analysis information they have about the specific
equipment. Ask for cleanliness information. Ask for the laboratory
they use.
 Get organization diagrams in order to know what people is
responsible for lubricant application, oil filtering, oil storage, etc.
 Ask customer for frequency of oil drain interval change and top off oil
rates for major system consumers/
 Ask customer for visiting the equipment, the oil warehouse and tool
warehouse (Some customers use one warehouse for sealed drums
and other for drums that already open).
 Be ready with SPIN questions regarding the equipment: Filtration, oil
drain interval, samples, personnel, tools, etc.
Equipment inspection/Field  Be accompanied by a customer representative.
Analysis  Be aware of potential hazards close to the equipment.
 Ultize the IPad Plant study tool to record information
 Identified the objective of the equipment in the manufacturing
process.
 Review with the customer the path of the lubricant from storage to
equipment fill – including purification steps along the path. Focus on
critical equipment and especially focus on equipment that you
identified has potential for TCO impacts due to poor storage and
handling practices.

 Review how the customer receives product. Do they take a sample

when they receive bulk for retain, do they compare the sample for
clear and brightness against a reference. When critical cleanliness
requirement do they check the particle count (themselves or by
supplier)
 Anayze if they store there oil to utilize first in/first out management
control
 Anayze their storage drums/pails to prevent safety incidents while in
storage or handling
 Anayze if they stage the main oil storage and satellite storage areas
to optimize travel time for lubrication handlers as well as minimize
environmental contamination impacts
 Determine if the customer understands how to determine the package
product shelf life and do they check their slow moving inventory shelf
life
 Check if the customer has good and written lubricant storage and
4
handling procedures/expectations
 Evaluate if the customer has a formal lubricant storage and handling
program for the appropriate personnel
 Storage inspection examples.

 Take notes about quantity of oils used in the plant.

 Identify if the storage is for close or open drums or pails.
 Identify if the warehouse is close or is in an open space.

Identify if there
See the tip of is one pump
the gun for per product.
any trail of
contamination
Take notes
about how
clean is the
Indentify warehouse
Breathers

Indentify the type How the

of packaging customer
used for fillings avoid cross
contamination

Fuente:

5
Before

After

6
 World Class

Before After

7
Before – Everything Exposed

New Design - Enclosed

Mine Bulk Best Class (labeling, breathers, filters-receive, recirculate, feed, level monitor/alarm)

8
State of the art mine fuel and lube truck with enclosed dispensing with meters, filtration

9
APPENDIX 1 - RELATED DOCUMENTS

 Model Engineering Service Reports/Proposals

Product Consolidation Example

General Manufacturing S&H Example

Mining S&H Example

Grease Gold Bag Example

Pulp & Paper S&H Example

Power Plant S&H Example

 TCO Categories

Revenue Examples
 Equipment downtime due to failure caused by contamination stemming from poor lube S&H
 Equipment down time due to poor lubricant inventory management (run out of oil)

Expenditure Examples
 Lubricant usage due to replacing from S&H contamination
 Less than optimial equipment component life due to contamination from poor S&H
 Increased lube costs due to damaged lube containers/spills
 Increased costs due to fines for safety/environmental fines
 Potential increase investment costs to purchase new/upgraded S&H equipment

Asset Examples
 Increased inventory carry costs due non optimal inventory management
 Increased inventory carry costs due to not having the fewest correct lubricants
 Increased inventory costs due to less than optimal machinery inventory due to frequent repair from poor S&H
 Increased labor costs to transfer and apply lubes due to less than ideal storage locations
 Increased asset carry costs for new S&H equipment

Process (labor) Examples

 Increased labor costs due to additional lube disposal from poor S&H
 Increased labor costs due to repair equipment from poor S&H
 Increased labor costs to transfer and apply lubes due to less than ideal storage locations
 Increased costs to install new S&H equipment

Safety Examples
 Increase machinery risks exposure due to more frequent lube addition to equipment from poor S&H
 Increase machinery risks exposure due to more equipment repair from poor S&H
 Increase machinery risks exposure due to more lube leaks from poor S&H
 Increased machinery risk exposure from less than ideal lube storage locations and extra travel

Enviromental Examples
 Increased waste lube volume due to additional lube disposal (shorter oil life) from poor S&H
 Increased environmental impact exposure due to lube leakage from poor S&H

 S&H Equipment Examples

10
 http://descase.com/products/fluid-handling-filtration/

http://descase.com/products/lubrication-transformation-services/design/lube-room-
design/

http://www.rock-tech.net/ - for underground mine lube storage solutions

 Filtration Information

http://ishareteam2.na.xom.com/sites/LSSG031/TechResources/Tech%20Resources
%20Docs/Filtration.ppt

http://www.pall.com/main/industrial-manufacturing/pocket-book-contamination-and-
filtration-42674.page

http://ishareteam2.na.xom.com/sites/LSSG031/TechResources/Tech%20Resources%20Docs/Beta
%20Ratio%20Technical%20Bulletin.ppt

 Contamination Control

http://ishareteam2.na.xom.com/sites/LSSG031/TechResources/Tech%20Resources
%20Docs/Contamination%20Control%20Basics.pdf

 Other Storage and Handling Reference Material

http://ishareteam2.na.xom.com/sites/LSSG031/TechResources/Tech%20Resources%20Docs/
Lubricant%20Storage%20Basic%20Guide.pdf

http://ishareteam2.na.xom.com/sites/LSSG031/TechResources/Tech%20Resources%20Docs/tt-
handling-and-storing-lubricants.pdf

http://ishareteam2.na.xom.com/sites/LSSG031/TechResources/Tech%20Resources%20Docs/TIS-
17_Dispensing_Lubricants.doc

http://ishareteam2.na.xom.com/sites/LSSG031/TechResources/Tech%20Resources%20Docs/tt-
safety-in-lubrication.pdf

11