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Follow the four Rs to get lubrication right first time

Lubrication is vital to machine longevity, but it is often carried out without proper understanding of its correct application. That’s according to industrial services partner ERIKS UK & Ireland, which is advising maintenance managers to remember “the four Rs” when applying any form of lubricant.

Graham Wignall

“ ‘The four Rs’ refers to the right amount of the right lubricant, in the right place and at the right time,” explains Graham Wignall, product manager for lubrication.

“Specific guidance will vary depending on the type of equipment being lubricated, as well as where and how it will be used. ‘The four Rs’ provides a useful point-of-reference for any application, by breaking down lubrication into four key areas for maintenance managers to consider,” he said.

The Four Rs

1 The right amount

Over-lubricating a bearing can be as damaging as under-lubricating. “Excessive quantities of lubricant could damage the surface of a bearing, leading to cracks and the ingress of dirt,” Mr Wignall says. “It could also cause the bearing to overheat, which will lead to lubricant failure.”

2 The right lubricant

Many maintenance managers rely on the original equipment manufacturer’s recommendation when choosing a lubricant. “This may be counter-productive,” Mr Wignall warns. “The OEM won’t have a full understanding of the machinery’s working environment, and may also be biased towards a particular brand.”

3 The right place

Storing a lubricant correctly has a direct impact on its performance and efficacy. “Lubricants should be stored in sealed containers that prevent the ingress of dust, dirt or moisture,” he advises. “Also ensure that lubricants are stored at the correct temperature, as stipulated by the lubricant’s manufacturer.”

4 The right time

The frequency of application is often recommended by the OEM, but this is usually based on a general set of rules and assumptions regarding the machine’s operating parameters. “Use this as a guideline, rather than a steadfast rule,” Mr Wignall says. “Consider your machine’s working environment and apply this to any lubricating schedule. For example, higher levels of temperature or pressure, or prolonged periods of operation, will require the frequency of application to increase.”

5 The right know-how.

This isn’t part of ‘The Four Rs’, but it’s an important part of creating a lubrication process that works for you. “There’s no one-size-fits-all approach to lubrication,” says Mr Wignall. “You’ll need to consider a number of variables, from the process to the machinery, before deciding on a strategy. You’ll also need to be flexible and willing to change this strategy as your organisation scales and shifts.”


ERIKS offers a number of on-site services that can include the handling, specification and storage of lubricants. For more information visit www.eriks.co.uk.