Grease Analysis and Relubrication Program: Operating Temperature, Speed ​​Factor and Compatibility

Technical analysis: Grease analysis and relubrication schedule: bearing operating temperature, speed factor, and grease

1. Scope and Purpose

This guide defines the technical procedures for grease condition analysis, chemical compatibility determination and relubrication planning for rolling element bearings used in high-precision machine tools. Proper maintenance is critical to prevent premature failure due to fatigue, contamination or thermal degradation. The procedure applies to spindles, asynchronous motors, motorized axes and screw-nut assemblies. The objective is to guarantee the maximum useful life of the components while maintaining nominal kinematic performance.

2. Safety Precautions

WARNING: DANGER OF SUBCUTANEOUS INJECTION. Manual and pneumatic grease guns can generate pressures in excess of 300 bar. Never check for grease leaks or blockages with your hands or body parts. Wear oil-resistant gloves and eye protection.
DANGER: DANGEROUS ENERGY. Before any intervention, carry out the Lockout/Tagout (LOTO) procedure on the machine's main switch. Check the absence of residual voltage and discharge any accumulations of kinetic or potential energy (e.g. mechanically blocked vertical axes).

The use of appropriate PPE (nitrile gloves, S3 safety footwear, protective glasses) is mandatory during all phases.

3. Tools and Materials Required

Tool/MaterialSpecifyQuantity
Infrared thermometerAccuracy +/- 0.5 °C1
Grease gunCalibrated with pressure gauge1
Vibration analyzerAccelerometer technology1
Compatibility analysis kitSolvent/Mixing Test1
Lubricating greaseCompliant ISO 15243 (NLGI grade 2)Q.B.
Industrial ragsLint-free cottonQ.B.

4. Pre-Maintenance Checklist

ArticleControlAcceptance CriteriaNotes
Operating temperatureThermal detectionT < 70 °C (stable)Measure close to the housing
VibrationsSpectral analysisISO 10816-3 (Class 1/2)Absence of anomalous peaks
Integrity of sealsVisual inspectionNo cracks or wearCheck for watertightness
State of the fatColor/odor analysisHomogeneous colour/neutral odourAbsence of burning smell

5. Step-By-Step Procedure

  1. Preparation and Safety: Run LOTO. Clean the external area of ​​the bearing support to prevent the entry of contaminants (metal dust, coolant) during lubrication.
  2. Grease Analysis: Take a small sample of grease from the purge area or inlet. Check for the presence of metal particles or color changes. Do not force the seals open; avoid damaging them.
  3. Compatibility Check: If you intend to change the type of grease, perform an ASTM D6185 compatibility test. Never mix greases based on different soaps (e.g. Lithium with Calcium Sulfonate) without a prior check.
  4. Calculation of the Speed Factor (n*dm): Calculate the n*dm factor (n = rpm, dm = average bearing diameter in mm = (d+D)/2). For n*dm > 500,000, use low viscosity synthetic greases.
  5. Relubrication: Inject the calculated quantity (G = 0.005 * D * B, where D is the external diameter in mm and B the width in mm). Proceed at low flow rates. Avoid overdose; excess fat causes overheating due to agitation.
  6. Post-lubrication check: Operate the machine at reduced speed for 15 minutes. Monitor temperature; if it rapidly rises above 80°C, stop immediately.

6. Post-Maintenance Verification Checklist

TestExpected ResultResult ObtainedPass/Fail
TemperatureStabilization < 65 °C--
NoiseSmooth operation--
No leaksDry seals--

7. Troubleshooting Guide

SymptomProbable CauseCorrective Action
OverheatingExcess fatPurge off excess; check levels
Metallic noiseContamination or wearInspect tracks and balls; replace bearing
Fat lossDamaged gasketReplace sealing gasket

8. Recommended Maintenance Schedule

ActivitiesFrequencyEstimated DurationSkill Level
Thermal inspectionWeekly5 minBasic technician
Vibration analysisMonthly15 minExpert technician
RelubricationSecond calculation n*dm30 minSpecialized technician

9. References for Spare Parts

DescriptionTypical SpecificationUNITEC-D category
High Speed synthetic greaseNLGI 2, synthetic baseSpecial lubricants
High precision bearingClass P4 / P2Rolling bearings

To select certified components and lubricants for your machine tool, consult our online technical catalogue: https://www.unitecd.com/e-catalog/

10. Regulatory References

The procedures described follow the UNI EN ISO 9001 regulations for quality, ISO 15243 for the analysis of bearing failures and the DIN 51825 guidelines for the classification of lubricating greases.

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