Industrial MRO Reference Library · Wall Charts

Relubrication Interval Planner

A worksheet for setting and recording grease intervals and quantities for each bearing point, starting from equipment and bearing maker data and adjusted for real operating conditions.

Ref MRO-0095

Draft, open for review. Check every value against the governing standard and the manufacturer’s data before use.

What it is

Grease in a bearing breaks down over time, so it must be topped up on a schedule. The right interval (how often) and quantity (how much) depend on the bearing size and type, speed, temperature, load, contamination and mounting. Bearing and equipment makers publish methods and charts for this. This planner is a worksheet for recording those values for each point and the conditions that adjust them. It does not give intervals itself.

How to use it

  1. List every grease point on the asset. Note the bearing number from the nameplate or the parts list.
  2. Record the OEM interval and quantity from the equipment manual. If there is none, use the bearing maker's method.
  3. Note the operating conditions that call for a shorter interval (see the factors chart).
  4. Record the grease product, thickener and NLGI grade.
  5. Set the interval, then review it against results: temperature, noise, vibration and grease condition at the seals.

Planner worksheet

FieldEntry
Asset and location
Grease point (DE, NDE, other)
Bearing number
Speed (rpm)
Normal operating temperature
Grease product, thickener, NLGI grade
OEM interval and quantity
Adjustments applied
Interval set
Quantity per shot (strokes of the gun)
Grease gun output per stroke (measured)
Last date greased, by whom

Factors that usually shorten the interval

ConditionEffect
Higher operating temperatureGrease oxidizes faster
Dust, water or washdownContaminants enter the bearing
Vertical shaftGrease tends to migrate out
Vibration or shock loadsGrease breaks down faster
Higher speed for the bearing sizeMore heat and churning

Key points

  • Measure your grease gun. Output per stroke varies a lot between guns. Weigh several strokes to find it.
  • More is not better. Over-greasing raises bearing temperature and can push seals out. Electric motors are especially sensitive.
  • Use the same grease each time, or check compatibility before changing.
  • Clean the fitting before greasing and replace damaged fittings.

Common mistakes

  • Greasing on a fixed calendar with no regard for conditions.
  • Counting strokes without knowing the gun's output.
  • Greasing a motor with the drain plug closed when the maker says to open it.

Governing standards: Equipment maker lubrication instructions; bearing maker relubrication methods; electric motor maker lubrication instructions.

Reference only. Verify against the current governing code or standard, the manufacturer's data and the project documents before use. Apps for Distributors disclaims liability arising from reliance on this reference.

Suggest an edit

This library is written in the open, like a wiki: anyone can suggest a correction or an addition, and each change is checked against the source before it goes live.

Know this subject well? Volunteer to review or write sheets.

← All Industrial MRO sheets

Your catalog, your prices and your name, on every customer’s phone.

Same app, same scanner, works with your existing ERP. Loaded with your catalog and your logo.