a Maintenance Practices for Spare Parts
Begin when the Parts Arrive
  By John C. Robertson, maintenance reliability specialist 
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Good maintenance practices begin when parts are first received. Inspecting parts when they first arrive should be mandatory. Too often, parts are received and accepted with the stroke of a pen and are later found to be defective when they are needed most. The maintenance department should be informed when spares and replacement parts are being received, particularly where major components are concerned. They should then test the equipment to ensure that it meets the client?s design specifications before acceptance while it is still under the manufacturer?s warranty.

Note: During the contract negotiations for the equipment, the buyer should insist that the manufacturer?s warranty does not start until the equipment is operating to the client?s satisfaction. 

Often, during new plant construction, equipment will lie in the storeroom without any maintenance for many months, which negates the warranty even before installation and operation. 

When a major component or complete piece of equipment is tested at the manufacturer?s site, it is virtually guaranteed to pass the acceptance inspection because it is set up under ideal conditions. However, when the equipment is being delivered, it is often subjected to abuse during transportation. This abuse is usually not intentional; but in the course of being transported, the equipment can be subjected to vibration, false Brinnelling of bearings (false Brinelling is a fretting-type phenomenon normally caused by vibration while the bearing is not rotating or by oscillating motion of very small amplitude), or improperly placed lifting slings, which allows bending of the frame or bedplate to take place. This can take place two or three times before the equipment is finally lifted into position. The only guarantee that is left is for the client and the manufacturer?s representative to perform a quality control audit at each step of the receipt and installation process. If this type of control is not practiced, you can expect the equipment to experience problems that will place it in a reactive-maintenance mode over its operational lifetime. 

When spare parts and components are to be stored for a lengthy period, the storeroom should have a maintenance program in place and a maintenance schedule set to perform periodic tasks to ensure that those components and parts will always be ready to use. 

The following guidelines are based on manufacturers? storage instructions and my past experience.

Motors should be rotated at least 4½ turns every two weeks to prevent false Brinnelling of the bearings. This is to ensure the bearing?s rolling elements are lubricated during rotation. The extra ½ turn takes the rotor shaft off of its last standing position, thus preventing further loading at the previous rotor location.

To ensure that grease is suitable for use in certain bearings, all recommended greases should be color-coded and the grease guns suitably colored to match that particular grade of grease. The amount of grease that is delivered from one stroke of the grease gun should be weighed and inscribed permanently on the barrel of the gun for future reference.

Before greasing bearings, ensure the correct grade of grease will be used and determine how much is to be applied. Bearing grease should be checked at least twice a year to ensure there are no signs of separation or                       contamination. Also check that the grease nipples are clean. As an added precaution, installation of plastic caps over the nipples should be used to color-code to match the grease guns, to protect the grease nipple ports, and to prevent ingress of dirt into the bearings during greasing operations. Add make-up grease to each bearing cavity with its vent drain plug removed to permit excess grease to vent. During greasing operations, turn the shaft by hand to ensure even distribution of grease within the cavity. When the excess grease stops venting, replace the drain plug and wipe the area clean with a lint free rag. 

The lower half of a bearing should be 1/3 to ½ full when the bearing cavity is correctly greased.

Motors heaters (if fitted) should be checked on a monthly schedule to ensure that the heaters are energized and that there is no sign of condensation forming on the windings. Insulation tests should be performed at least every six months.

Motors should be stored in a controlled environment and kept off concrete floors to avoid dust collecting in the vents and windings. Avoid areas of dampness and direct exposure to fans or vents.

Bearings

Note: Bearings must always be considered as precision products and, as such, they must be stored in a clean, temperature-controlled environment.

Users often stock bearings in fairly large quantities. However, even though the manufacturer takes precautions to deliver quality products that are properly packaged to withstand long periods of time, damage often occurs in the storeroom. New bearings can be damaged if they get too hot, are stored in damp or extremely dirty locations, if packing boxes are opened and then improperly resealed, or someone drops them. Once these protective properties are lost, the bearing can rust from having lost its protection against dampness.

New bearings are shipped in plastic sealed bags or wrapped in moisture resistant paper.

Do not use newspaper or ordinary untreated paper. These products have a blotting effect and will soak up oil or grease; they also have an affinity for moisture and should never be used to protect new or used bearings in long-term storage.

The following precautions must be observed to prevent bearings from getting dirty and rusty:

  • Never store bearings next to steam lines, a furnace, or in unusually warm areas within the storeroom. 
  • Never store bearings where direct sunlight hits them as this will melt factory-protective coatings. 
  • Never let bearing boxes or wrappings become excessively dirty or wet.
  • Never handle bearings with bare hands if boxes or wrappings are opened and improperly resealed. The natural pH balance of the human body is very acidic and can cause corrosion in bearings that have been touched by bare hands. 
  • Never use untreated paper to wrap bearings that are being returned to stock. 
  • Never return bearings to stock that have not been properly lubricated with grease. Grease should be worked in between the balls or rollers to coat every surface, including the inside and outside of the races to prevent rust formation on uncoated surfaces of the metal. 
  • Never use compressed air to blow-dry bearings after cleaning. This is a dangerous practice that can cause the rolling elements to spin at high speeds, which can shatter the more-brittle outer race and severely maim or kill someone. 
  • Never use cotton waste or dirty clothes to wipe or handle bearings.
  • Lint and other foreign matter may cause serious damage. 
  • Never polish out nicks and abrasions with emery cloths. 
  • Never bump or drop bearings, even on soft wooden surfaces, as this will jolt the rolling elements against the cages causing minute indentations. This is usually referred to as false Brinnelling. 
All bearings should be stored flat on the shelves and clearly labeled with their respective identifiers such as:
  • Job identifier (pump, motor, fan etc.) 
  • Bearing manufacturer (SKF, Fafnir, Timken etc.) 
  • Bearing type (SKF series SDAF 230 KA) Spherical Roller Bearing Pillow Blocks etc. 
  • Number and type of rolling elements (ball, roller, needle etc.) 
The bearings should be grouped together by manufacturer, type and size in isolated cubicles with the above information clearly posted in front of the cubicle or shelf. 

Babbitt-lined cylindrical sleeve bearings should be placed flat on wooden bases. Ensure the protection covers are in place over the openings to protect the Babbitt faces and edges from damage. 

A max/min set of numbers should also be established and posted to inform people of stock levels so that those levels will be maintained. This should take into account what the manufacturer?s lead times are for deliveries of that part.

Pumps

Receipt inspection of new pumps is critically important to the general overall health of the machine. When new pump units complete with motor and/or gearbox arrive on site, an immediate on-site inspection should be carried out. Often, a pump unit may have three different manufacturers? equipment on a skid (bedplate), a motor, and a gearbox and pump that a fourth member then assembles. Each of the three principle suppliers may have different ideas about how their components should be installed and then, in many cases, the fourth member installs the equipment on the skid to their standards. Their standard practices may not be in compliance with the original manufacturer?s standards. This scenario may cause problems for the receiving client when it comes to warranty repairs. 

Sometimes, the main parties will not honor any warranty agreements because they did not sell their equipment direct to the user. The assembler is then responsible but may not have the skills or carry appropriate spares toresolve any problems. The assembler may even have their own parts identifiers, which may be totally different from those of the original equipment manufacturer. Therefore, the user should initiate a receipt inspection program for all equipment by looking at the following key points:

  • Ensure the bedplate is level and is not twisted. 
  • Inspect the entire unit for dings and scratches that might indicatedamage in transit. 
  • Remove the protective covers from the suction and discharge nozzles, and check single-stage pumps for signs of internal damage or contaminants. Replace and secure the protective covers after the inspection is completed. Note: Heavy duty and multi-stage pumps will require a more in-depth inspection program involving removal of casing covers etc., but will use the same inspection techniques described in this section. 
  • Check the shafts for total indicated run-out (TIR) to ensure the shafts are straight. TIR should not exceed +/- 0.002" (Verify the TIRspecification from the manufacturer). 
  • Examine the shafts for surface damage that may indicate the unit was improperly slung when handled in transportation. 
  • Check the rotation of the shaft by hand or a strap wrench. Never use a pipe wrench to turn the shaft as this will damage the shaft surface and probably negate the manufacturer?s warranty too. 
  • Because of transportation hazard laws, there is no oil in the equipment?s bearing wells. The bearings are lightly oiled or greased to prevent damage from dirt and any slight movements that would be experienced in transit. Therefore, the oilwells should be filled to the appropriate working level with the recommended grade of oil. At this point, rotate the shafts three or four turns to ensure the lubricant gets on to the working surfaces of the bearings. 
  • Inspect the gland/mechanical seal area to ensure there are no problems. Standard packing type glands should have the gland follower inserted into the stuffing box to a depth of 13 the thickness of a packing ring. Note: It is often a good practice to remove the pump manufacturer?s packing from the glands (and valves) and repack the gland with packing that has proven to be satisfactory in service for that pump and the system it will be used in. Depending on the reputation of the manufacturer, it has been found that the cheapest grade of compatible packing has been installed and will not perform very well for any appreciable period of time. 
  • Keep vertical pumps stored in the upright position. If they are stored in the horizontal position, the shaft may bend during lifting operations. As the lifting tackle is usually placed on the motor, the weight of the pump acts on its own swivel point, namely the casing of the pump where it is resting on the floor, and tends to bow the center of the pump during the lifting process. The shaft that is the weakest component will also bend and may not return to its original straightness. Note: Always check the shaft TIR (+/- 0.002") after moving a vertical pump into the upright position, especially on pumps over 4-feet in length. 
  • Include each new piece of rotating equipment in the storeroom maintenance schedule. 
In conclusion, avoid substituting spare parts, as they are often the unwitting source of major problems. In most troubleshooting cases, a substituted part is overlooked because it has been newly installed and, being new, is viewed as perfect. For example, if a cast iron motor is being replaced, it is often replaced with a lighter weight motor because of the materials used in its construction. This factor may be the cause of resonance, which can be destructive. The natural frequency of the unit is now changed due to the lighter weight and may cause a machine to destruct because its natural frequency is within plus or minus 500 cycles per minute. Ball and roller bearings are also a major source of resonance when the substitute bearing meets the physical dimensions but has a different number of rolling elements, which can put it outside the design specifications for vibration tolerances. 
Never let the purchasing department decide which parts are to be bought for replacement when their purchasing power is limited to the lowest of three bids. Your equipment must be maintained to the specifications that were calculated for the machine in question. If it is not, the substituted parts will eventually destroy the machine with resonance.
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