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            Sampling

            A sampling method will be supplied to extract a sample for the equipment that will be
            repetitive and representative of the health of the equipment and the lubricant. Improper
            sampling methods or locations are the primary reason that many oil analysis programs
            fail to generate measurable benefits. Extreme care must be take to ensure that the correct
            location and best sampling practices are universally applied and followed.

            Testing

            Equipment-specific testing assigned during the audit stage will supply the required
            data to effectively report the health of the lubricant and equipment. This testing must
            be performed without delay.


            Exception Testing
            Sample data that report an abnormal condition or an alarm or target that has been
            exceeded requires exception testing.  This will help pinpoint the root-cause of the
            anomaly. The oil analysis technician should authorize these tests, which are not to be
            considered as routine testing.

            Data Entry

            The recorded data should be installed into a system that allows for trending and future
            reference, along with report-generation opportunities.


            Baseline Signature Review
            After all tests are performed, the data are systematically reviewed. Combining the hard
            data gathered in the system audit with experience, the root-causes of potential failures
            can be pinpointed. A report should then be generated containing all test results, along
            with a list of recommendations. This report should include testing frequencies and any
            required improvements necessary to bring the present condition of the lubricant and/or
            the operating conditions to within the acceptable targets.

            9.2.4 Monitoring

            These activities are performed to collect and trend any early signs of deteriorating
            lubricant and equipment condition and/or any changes in the operating environment.
            This information should be used as a guide for the direction of any required mainte-
            nance activities, which will ensure safe, reliable, and cost-effective operation of the
            plant equipment.

            Routine Monitoring
            Routine monitoring is designed to collect the required data to competently inform the
            predictive maintenance analysts or maintenance group of the present condition of its
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