Machine Tool Lubrication Sales Guide
Machine Tool Lubrication Sales Guide
Contents
Introduction to the Sales and Reference Guide 1 Who Should I Sell To? 1. Target Customers 2. Focus on the Right Industry 3. Select the Right Customer 4. Seek the Right Opportunity 5. Automotive Component Industry How Do I Maximise Sales Opportunities? Sales Aids Sales Process What Products and Services? For What Applications? Slideway Oils Water Soluble Cutting Fluids Neat Cutting Fluids Hydraulic Oils Spindle Oils Electrical Discharge Machining Fluids (EDM) Rust Preventives What Are the Machining Operations of My Customers? Questionnaire Details of Manufacturing Process Current Product Supplier Coolant Management Account Analysis Trial Procedure Trial Proposal Form Trial Report Form Business Proposal Letter Equipment Builders Frequently Asked Questions and Responses Troubleshooting Charts Neat Cutting Fluids Water Soluble Cutting Fluids 1 2 2 2 2 3 3 4 4 5 6 6 7 11 15 17 20 21 22
23 29 29 29 30 31 32 34 35 36 37 39 53 53 54
7 8 9
The information contained in this guide is proprietary to Exxon Mobil Corporation or one of its subsidiaries. This guide should not be given to any third party without prior written consent.
Introduction
Introduction
One of the major problem areas with lubrication of machine tools is contamination of water or through cross-contamination with other lubricants. This will result in machine downtime and higher operating costs. Mobil products have been designed to be compatible with each other and to withstand water contamination. Many are recommended by global Equipment Builders. Our winning combination of compatible builder approved products, ExxonMobil services and well trained personnel will help you save money for our customers. It will also help you secure long term, repeatable, profitable business. You most likely have some business in this sector already, be it hydraulic or slideway oil, but it is unlikely that you have the total business. This programme allows you to offer a total lubricants solution to the metal working industry, empowering you to maximise sales opportunities and to:
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Generate revenue Improve your business penetration within your customers Increase your customer base and their lifetime value Increase new customer opportunities Increase your industrial lubricants knowledge
This Sales and Reference guide is a step-by-step approach to gain more business in the largest industrial sector. It is part of the overall Industrial Machine Tool Lubricants Programme which contains a comprehensive range of marketing and training material, including:
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Point of sale literature Sales and Reference guide Product selection guides Training presentations
Ultimately, you are entirely responsible for the success of your business and it is up to you to decide on your marketing strategies. Hopefully this guide will assist you in assessing the decisions you make.
Identifying prime target customers will help you achieve MAXIMUM sales and profit with MINIMUM time and effort.
Focus on the RIGHT INDUSTRY Select the RIGHT CUSTOMER Seek the RIGHT OPPORTUNITY
Identifying prime target customers will help you achieve MAXIMUM sales and profit with MINIMUM time and effort.
Check that the customer is financially sound and growing Get sufficient details on competition Gather adequate knowledge about the industry Identify the decision-maker who selects and buys lubricants Seek the right opportunity
Slideway oils Cutting fluids Hydraulic oils Gear oils Compressor oils
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With an existing customer, establish whether there is an opportunity to sell those lubricants that are being supplied by competition. With a new customer, the opportunity lies in initially focusing on those products that you can sell quickly and easily, e.g. Mobil Vactra and Mobil DTE 20 / DTE Excel. Equipment Builders approvals, identify machinery with EB plates stating the use of Mobil products.
Focus on the machining process and the associated lubricants. The machining process generally involves milling, drilling, turning, honing, gear generation, tapping, threading, boring and reaming, all of which use cutting fluids. The lubricants for machine tools are: hydraulic oils, slideway oils, gear oils and spindle oils. These applications are likely to have EB recommendations for Mobil products. Exploit them as your door opener.
Products for the machining process itself (production fluids). Products for the machinery (maintenance fluids).
Sales Opportunities
Customer visit
Customer presenter: Introduces the company and overall offer Sales tools: I Frequently asked questions I Objections and responses Support tools: I Questionnaire I EB endorsements I Product selection guide I Troubleshooting guide I PDS and MSDS Mobil test kit: I Refractometer I pH paper
Trial
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Details on each product category: I Hydraulic I Gear I Slideway I Cutting I Spindle I EDM
Sale
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Solution
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About customer About Mobil products, applications and services Possible discussion with customer Carry right sales tools
Use sales guide Generate a list of target customer accounts Use questionnaire to fill in details Use Sales and Reference guide
Prepare yourself
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Use sales guide to understand product benefits and services Leverage EB endorsements for products to offer
Customer presenter, sales tools and Mobil test kit Introduce yourself and your distributorship Use customer presenter to introduce ExxonMobil products and services
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Open
Customer visit
Investigate
Use questionnaire to help ask the right questions, to identify possible problems and to develop account strategy I Use product application and selection guide to finalise offer
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Demonstrate capability
Choose from customer presenter relevant product details Use customer presenter for Mobil services, if necessary I Use relevant EB recommendations I Utilise Mobil test kit I Use Product Data Sheets and Material Safety Data Sheets
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Use trial proposal form, trial report form and business proposal letter, as needed
Monitor to grow
Watch competition; monitor inventory; review product performance; introduce new products; continue seeking new opportunities for growth; upsell
Focus on increasing productive machining time by saving time spent on other processes In a typical factory, only 36% of production time on average is used for cutting. Cutting is the only process that adds value. All other processes cost money. Typical production time utilisation
% of production Time
100 80 60 40 20 0
14 17 17 16 36 Pr ocess
Carburettor Fuel injection Cylinder block Cylinder head Connecting rod Valve Cam shaft Oil and water pump Timing gear Piston Crank shaft Exhaust manifold
Milling Drilling Turning Grinding Tapping Gear generation Broaching Reaming Boring Honing
Slideway
Product
Slideway oil
Consequence
Lubricant wash off Poor lubrication Increased stick-slip Poor production quality Increased rejects / rework Reduced corrosion protection
High cost
Solution
Mobil Vactra Oil
Features/Advantages
Extremely smooth operation Reliable corrosion prevention Good separability EB endorsements
Low cost
Why Should Your Target Customers Rely Upon Mobil Slideway Oil?
Mobil Vactra Oil is endorsed by many of the worlds leading machine tool builders, see list later in this guide. It meets many of the requirements of machine tool slide-ways and guideways, even with the most diverse material combinations - metal to metal, polytetrafluoroethlyene to metal and epoxy resin to metal.
Continuous transition from positions of rest to movement (no-stick-slip). Low static coefficient of friction for easy start up. Low sliding coefficient of friction for smooth movement. Excellent demulsibility ensuring that any emulsion formed between Mobil Vactra and Mobilcut is rapidly broken to prevent sluggishness or slideway sticking. Jerky operation
Smooth operation
Good Lubrication
Poor Lubrication
2. Reliable corrosion prevention I During long periods of inactivity, there is a high risk of corrosion in the slideway groove area.
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Tests with Mobil Vactra Oil have shown that corrosion is substantially reduced inside the groove as well as along its edge and on the outside.
3. Rapid separation from aqueous cutting fluids I Lubrication of machine tool slideways operates on a total loss basis, resulting in the slideway oil being a major contaminant in the cutting fluid.
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It is important for a high quality slideway oil to separate quickly and effectively from the cutting fluid so that it can be easily removed. Mobil Vactra Oil separates very quickly and cleanly from most aqueous cutting fluids allowing easy oil removal. Inform customers that the best combination is Mobil Vactra Oil with Mobil cutting fluids as shown over leaf.
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Separated Mobilcut
Milky Emulsion
Synthetic
Semi Synthetic
Rapid separation is important, because it allows the slideway oil to be easily removed, resulting in the following advantages:
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Better concentration control Reduced maintenance Better control over cost and quality Less waste disposal Lower foam potential
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Reduced foul smell Reduced bacteria levels Reduced down time Reduced reworking
4. Global equipment builder endorsements I Global equipment builders prefer to recommend lubricants that have both global formulation consistency and global availability. The Mobil Vactra Oil series satisfies both these requirements. It is for these reasons that many global machine tool builders endorse the Mobil Vactra Oil series, allowing our mutual customers to purchase these premium lubricants with increasing global confidence.
Products & Services Mobil Vactra Oil Series Product Line Summary
Mobil Vactra Oil
Mobil Vactra Oil No ISO VG 1 32 2 68 3 150 4 220
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Excellent separation from water and water soluble coolants High levels of corrosion protection Maintains anti-wear properties in the presence of water Filterability in the presence of water Reduced stick-slip Mobil Vactra Oil No. 2 is normally used for horizontal slideways whereas Mobil Vactra No.4 is used for vertical slideways
Suffering Points
1. Slideway oil wash away
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Wash away results in heavy wear of the slideway and reduces the accuracy of the equipment. Synthetic coolants are typically the worst offenders.
The coolant mist gradually contaminates the slideway oil reservoir and accumulates at the bottom where a gel-type material can form. This gel can block the oil distributor feed system. Poor compatability between slideway oil and coolant can result in sludge formation
4. Corrosion
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This can occur as a result of coolant wash away or a poor quality slideway lubricant.
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Mobilcut mixed with water is circulated from the sump to the workpiece and tool
Mobilcut products are supplied as a concentrate. When mixed with water, they are used to cool and lubricate the cutting process and also to flush away waste material. The finished fluid is generally 95% water combined with 5% Mobilcut concentrate.
Consequence
Bad smell Short life More sump changes Poor product quality Increased corrosion Poor concentration control
High cost
Contaminant
Gear oil (minor)
Product
Water soluble cutting fluid
Contaminant
Slideway oil (major)
Solution
Mobil Vactra Oil Mobil DTE 20 / DTE Excel Mobilgear 600 Mobilcut
Benefit
Better skin compatibility Lower maintenance cost Helps optimise inventory / stocks Improves surface finish Excellent corrosion protection Ideal for high pressure systems No water treatment necessary Easier waste disposal Excellent separation properties
Low cost
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Operators hands are in contact with cutting fluids for long periods. This can lead to skin irritation, especially with poor house keeping practices and personal hygiene. ExxonMobil products aim to meet international health and safety legislation. ExxonMobil screens all components within the formulation. This helps reduce the risks of irritation when the products are used as recommended.
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It is important for cutting fluids to have a long service life. Mobil cutting fluids are formulated to be easy to monitor and maintain thereby ensuring their lives are optimised through reduced maintenance and downtime.
3. Optimise inventory
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ExxonMobil products have been designed for use in our target industries/customers/opportunities. The wide application range of Mobilcut cutting fluids means the number of products needed can be reduced, leading to product rationalisation.
4. Improved surface finish I Additives incorporated in Mobil cutting fluids increase tool life and the surface finish of components. 5. Excellent corrosion protection
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Water soluble coolants, when in use, can contain up to 96% water. Mobil products have a combination of highly refined mineral oil and powerful chemical corrosion inhibitors that protect machine tools and components from corrosion for longer periods.
Modern machine tools have high pressure coolant systems which can generate foam especially with poor quality products. Mobil products have been formulated with a low foaming tendency, even in softer waters.
Water is the main component of coolant in use. Water quality varies from place to place and from country to country. Mobilcut products are designed to be used in hard or soft water.
*Extremely hard water may, however, require pre-treatment
We set multipurpose usage and application flexibility as two important developmental targets for Mobil cutting fluids.
Mobil products give long service life, thus generate less oil waste. Easy separation into oil and aqueous phases. All Mobil products contain no added chlorine or zinc.
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Poor quality product in use. Poor housekeeping practices and no monitoring programme in place. Heavy oil contamination, that is not removed regularly. Poor concentration control.
2. Foul Smell
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Results from high levels of bacteria. Normally associated with short coolant life (see above).
Poor quality product in use. Very hard water and/or water with high levels of chloride ions. Concentration is too low or is not being monitored. Slideway oil being washed away by the coolant.
Wrong product selection and/or of poor quality. Insufficient extreme pressure/lubricity additives in the coolant. Concentration is too low. Operating conditions / machining parameters need adjusting.
6. Skin irritation
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Poor quality product. Poor personal hygiene practices no gloves/barriers creams. High coolant concentration. Lack of effective training on hygiene. Poor or moderate washroom facilities.
7. Foam
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Very soft water (<100 ppm CaCO3). High concentration of coolant. Poor reservoir control and/or system design.
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Products & Services Services - Care and Maintenance of Mobilcut Water Soluble Cutting Fluids
Mobil Solcare programme Mobil products are designed to work in many different environments; however, a clean working environment is one where the products will give optimum performance and provide the greatest cost savings.
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The Mobil Solcare programme is designed to maximise efficiencies and minimise costs for the customer. Training is provided for the Mobil Solcare programme. A test kit is provided as part of the Mobil Solcare programme. The Solcare programme is recommended best practice. Some customers may decide not to use it. All people selling and servicing soluble oils should have access to the test kit. The programme is designed to allow simple monitoring principles to be followed such as pH and concentration - pH is a measure of the acidity or alkanalinity of the product and provides a useful indication as to its condition. - Concentration is the amount of product mixed with water, usually measured as % in water Good housekeeping minimises bacteria and maximises fluid life.
pH 9.5 and above = skin irritation 8.3-9.5 = correct, keep fluid in this range 8.3 and below = high bacteria and poor smell
Concentration
Control Limit
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Mobilmet neat cutting fluids are used to cool and lubricate the cutting process and also to flush away waste material
The traditional dark, messy image of neat cutting oils in Europe is changing, to be replaced by environmentally acceptable, lower viscosity, lower colour variants. ExxonMobil has a line of modern, high performance, Mobil branded products to meet these new demands. 1. Light colour and low odour
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Low odour increases operator acceptability of Mobil products Important for operators to be able to have long-term visibility of the tool and work-piece Increases perception of Mobil innovative technology to create higher value
Well proved, high performance additive systems that provide good tool life and surface finish Tried and tested over many years and used in many regions around the globe Reduces the number of reject components
Chlorine free means lower disposal costs for oil and higher value swarf Zinc is now considered a heavy metal that can contaminate outside water systems
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Facilitates product rationalisation programmes at customer sites Mobilmet 420 and 440 series can be used in non-critical machine tool sytems Mobil neat oil product range covers standard applications, as well as flute grinding, high speed grinding and honing
5. Lower misting
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Mobil was one of the first companies to develop and promote anti-mist neat oils Lower mist improves the working environment Mobil anti-mist agents promote the formation of large oil droplets
Easier oil degreasing off components and machine tools Less oil on swarf increasing its scrap value Better cutting fluid penetration at tool/workpiece interface for enhanced machining performance
Improved working environment for operators Lower consumption leading to less waste Increased production speeds and productivity rates
Suffering Points
1. Dark colour
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Dark cutting fluids make it difficult for operators to see the tool/workpiece interface.
2. Bad smell
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Poorly selected additives in some cutting fluids based on sulphur and used for heavy-duty operations can have an unpleasant smell.
Cutting tools are expensive. The life of the tool can be shortened when machining hard metals and when operating conditions are difficult. This also leads to more frequent tool changing and re-grinding, thus interrupting production.
4. Misting
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Some high speed operations will generate a lot of oil mist in the workshop, creating a very unpleasant working environment
5. Smoke generation
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When high temperatures are reached during cutting and the cooling capacity of the cutting fluid is not adequate, smoking of the cutting fluid can occur
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Pressure gauge
Work done
Relief valve Constantvolume pump Motor Work cylinder Four-way directional-control valve in forward position
Force applied
F1 A1 10m2 =
F2 A1 1m2
Vent Reservoir
Hydraulic fluid
Hydraulic fluid
Consequence Product
Hydraulic oil Short life Poor filterability Poor control Increased corrosion Loss of anti-wear properties
High cost
Contaminant
Water from atmosphere
Solution
Mobil DTE 20 or DTE Excel
Benefit
Greater manufacturing accuracy and system efficiency Improved equipment performance Extended oil life Reduced maintenance Waste minimisation
Low cost
Why Should Your Target Customers Rely Upon Mobil Hydraulic Oils?
ExxonMobil hydraulic oils are endorsed by Equipment Builders around the world ExxonMobil has built strong relationships with hydraulic component builders including:
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These relationships also help ExxonMobil respond quickly and effectively to design and market demand changes, which is why we are able to offer the advanced benefits of Mobil hydraulic oils today.
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Mobil premium hydraulic oils are designed to prevent the formation of harmful deposits on servo valves and other components. The result is fewer rejected production parts and fewer unscheduled overhauls.
Resistance to thermal breakdown (particularly for Mobil DTE Excel) and high tolerance for water means longer lasting oil, which saves money.
4. Reduced maintenance
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Excellent oxidation and thermal resistance allows hydraulic system components to run longer between maintenance intervals, reducing costs. Longer filter life even in the presence of water. Additives in Mobil premium hydraulic oils do not react with water to produce filter-clogging deposits. Equipment is always ready for trouble-free operation even after weekend shut-downs.
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5. Waste minimisation
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By extending fluid life, Mobil premium hydraulic oils help to reduce the frequency of used oil disposal and associated costs.
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Excellent high temperature performance. Excellent separation from water. Excellent separation from metal working fluids. Zinc-free anti wear system. Outstanding multi-metal compatibility. Available in key viscosity grades for metal working sector. Excellent thermal stability.
Competitive oil C
In comparative laboratory testing, Mobil DTE Excels specialised rust and corrosion inhibitor technology provides excellent protection against water contamination.
Mobil DTE Excel
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Excellent anti-wear in presence of water. Superb filterability in presence of water. Excellent demulsibility. Long lasting. Well known and respected premium hydraulic oil. Quality Reserve.
Suffering Points
Hydraulic systems in machine tools are often contaminated with water and water soluble coolants. This can result in: 1. Valve Lock
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2. Pump Wear
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Additives react with water, which makes the hydraulic fluid lose some anti-wear properties.
3. Filter blockage
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Additives that react with water are filtered out which leads to early replacement of the filters. The gel deposits will have the same effect on the filters.
Mobil DTE Excels and Mobil DTE 20s outstanding compatibility with water can help to reduce these effects.
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Low viscosity High oxidation and thermal stability Low foaming tendency
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Excellent chemical stability and high resistance to oxidation High Viscosity Index Separate readily from water
Suffering Points
1. Gum deposits Can produce gum type deposits which cause the motor to overload due to increased torque. 2. Poor machine accuracy Coolant can attack the spindle, especially copper, which dissolves into the spindle lubricant resulting in reduced equipment accuracy. 3. Poor water demulsibility Poor lubrication will result from poor oil/water separation, including inadequate maintenance of separators.
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Workpiece
Tool
Low evaporation/volatility and low odour means better operator comfort Excellent oxidation stability means longer working life High flash point means lower fuming and less top-up Low aromatic content leads to lower potential toxicity Narrow boiling range which controls its evaporation properties
2. High Precision Machining and Dimensional Accuracy Mobil Vacmul EDM fluids are designed to give outstanding machining performance and dimensional consistency.
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High metal removal rates with low electrode wear Higher productivity rates achieved through high dielectric strength Consistent surface finish through narrow boiling range and high purity Excellent thermal and oxidation stability for longer fluid life
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Rust Preventives
Rusting can occur even when water is present as a very thin film or as vapour in humid atmospheres. It is an expensive problem, causing industry billions of dollars a year in downtime, lost production, maintenance costs, and early replacement of equipment. What s more, rusting can cause safety hazards to personnel.
Modern, high performance barium free corrosion inhibitors provide thin robust films Outstanding dewatering properties, designed to remove all traces of moisture from components, mean long-term rust and corrosion protection
Low evaporation means lower oil consumption and better operator acceptability Controlled evaporation rate leads to improved oil coverage
Enhanced product utilisation means lower product consumption Thinner, transparent films makes it easier to read markings on components
Multi purpose in application offers product rationalisation potential Products that provide protection time from three months inside to two years outside Flexible application approach - by brush, dip or spray
Rust preventives, destined for use at the end of the machining process, complete the Mobil Machine Tool Lubrication package
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Workpiece
Tool
Drilling Drilling is the simplest way to produce a hole. The cutting edges of drills are continuously in contact with the workpiece, but unlike turning tools, these edges are buried in the workpiece. Cooling the drill and flushing of the chips is difficult. The chips, which carry a major portion of the heat, are forced to move along the shank of the drill and so transmit a considerable quantity of heat back to the drill. Additional heat is generated as a result of rubbing and friction between the drill flutes and the workpiece. As a result of the difficulty of removing heat, cutting speeds are lower than turning speeds and soluble cutting fluids are normally used because they are more effective coolants. When drills become too hot, oversized and imperfect holes result and seizure and breakage may occur. Normally, general purpose water soluble cutting fluids such as [Mobilcut 232] are recommended. Deep hole drilling Deep hole drilling is when the depth of the hole is three or more times the diameter of the hole. The process is the same as drilling. The cutting fluid is delivered under high pressure 75 to 800 psi through the shank of the drill to each cutting edge ensuring an effective cooling and flushing process. Normally, a low viscosity neat oil with good antiwear properties to increase drill life is recommended such as [Mobilmet 763]. Milling Milling differs from turning in that the cutting edges are not continuously in contact with the workpiece and the thickness of each chip varies from zero to maximum. This means that the load on the cutting edge varies as it cuts the workpiece. Milling is generally only slightly more severe than turning operations and is done at lower speeds. Normally, water soluble coolants such as [Mobilcut 232] are recommended.
Drill
Workpiece
Table
Drilling
Workpiece
Milling
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Ream
Workpiece
Table
Reaming
Boring bar
Boring tool
Boring
Tap
Rotation direction
Workpiece
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Hard wheel
Centreless grinding
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Rotation of wheel
Thread grinding
Rotation
Oscillation
Honing stone
Crosslay pattern
Honing
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Workpiece
Gear hobbing
Gear shaper
Gear blank
Gear shaping
Shaving tool
Gear
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Flush eroded metal away from the metal removal zone Cool the process Conduct the spark Insulate the tool and the workpiece
Low viscosity neat oils are recommended such as the Mobil Vacmul EDM fluids. Wire electrical discharge machining This process is also known as wire cutting. Here a continuously moving wire is the cathode. The wire is generally made of copper or tungsten and is used once. The gap between the workpiece and the tool is 0.02 - 0.05 mm. Examples of this process are: making punches, dies and small openings very accurately. Normally, very pure water is recommended as the EDM fluid for this application.
Operation
Benefit
Gear cutting, gear shaving, internal / surface broaching, tapping and threading
Highest machining performance and improved tool life Good machining performance, multi- purpose operations.
15 - 35
Automatic work, milling, turning, flute grinding and tool flank grinding Also used as a machine tool lubricant (25 - 35 cSt)
15 - 7
Other grinding operations, deep hole drilling, deep hole boring and external broaching
Better cooling, better fines removal, better filtration, less drag out
Below 7
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Questionnaire
2. Current Product Supplier 2.1 Water soluble coolants Supplier Name of product(s) Price per litre / US$ Volume purchased per annum / litre How long does the coolant last, before cleaning the tank? Why is the coolant changed? What procedure is used when cleaning the tank? Does the coolant smell? 2.2 Neat cutting oils Supplier Name of product(s) Price per litre / US$ Volume purchased per annum / litre Is the necessary tool life and surface finish being achieved? Is there any rusting? Disposal problems? H & S objectives for Company?
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Customer Analysis
3. Coolant Management 3.1 Coolant Mixing How is it performed by hand? If so, how? e.g., water into concentrate? What type of container is being used for the mixing? What material is it made of? 3.2 Coolant Distribution Central system volume per litre Individual machines volume per litre How is the fluid distributed by hand or mechanically? 3.3 Coolant monitoring How often do you check the coolant condition? What checks do you do on the coolant? What is done if the coolant is found to be in poor condition? What chemicals are added to the system? What are the chemicals used for? What are the names of the chemicals added? How often are the chemicals added to the system? Who pays for the chemicals? 3.4 Cleaning procedure How are the coolant tanks cleaned? What chemicals are used when cleaning the tanks? How often are the coolant tanks cleaned? Why are the coolant tanks cleaned? 3.5 Service from supplier What support do they offer as part of the service? How frequently does your supplier visit? 3.6 Customer suffering points It is necessary to find out when, where and how often these suffering points occur:
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Foam Corrosion of machine Corrosion of finished components Tool life Short sump life Tramp oil contamination
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Bad odour Blocked filters Poor surface finish Too many products Too many suppliers High cost of production
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Customer Analysis
4. Account Analysis 4.1 Decision-makers name: 4.2 Volume of product per annum/kl and price Product type Price US$ / l Volume / annum / l Value / annum / US$
Water soluble cutting fluid Neat cutting fluid Hydraulic Oil Spindle Oil Gear Oil Slideway Oil Others
4.3 Equipment Builders name information Machine make Model number ExxonMobil recommended lubricant Part lubricated
4.4 Water quality Parameter Total hardness Chlorides Source (underground, municipal, etc) Result
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Trial Procedure
Convince prospect of product credibility using benefits reports and proof of performances (POPs), if available. Gain approval or trial. Establish person responsible for trial. Establish base line data. Establish machines and operations where trial will be conducted. Complete trial proposal form. Sign trial proposal form with agreed objectives. Ensure water quality is known know the tool life and surface finish parameters. Know working concentration of competitors product. Agree trial commencement date and finish date. Ensure sufficient ancillary support product is available e.g. Mobilcut ESC. Ensure product availability, in correct pack size.
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Ensure that machines are prepared in accordance with instructions. If comparative, competitor trial/performance data is being collected at the same time, then ensure that all tooling and cleaning procedures are the same for the comparative machine. Be present at the start and monitor performance for one to two hours. If water soluble, attach the Mobil Solcare chart to the machine and explain it to the operators. Talk with the operator to build relationship and make sure that the machine is taken care of. Remember the operator can make or break a trial. During the first two weeks of the trial, visit frequently and correct / monitor and record all measurable parameters. Check progress of competitors products. Use time to gather as much information as possible concerning the factory operation. The more people you talk to the more information you will gather. Look for further opportunities to enhance relationships. Promote Mobil branded products within the organisation. Collect data during the trial period to discuss with managers and all relevant people throughout the trial. Keep a high profile so that the decision-makers know how much effort is being put into the success of the trial. Study data and look for competitive advantages. These could be beyond the agreed objectives. Complete trial report form and have it signed by the customer.
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Trial Procedure
4. Gain business
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Trial document should be used and included in the formal proposal highlighting the benefits. Trial document to be converted to POP or benefit report. Generate a POP or benefit report so it could be circulated locally and regionally to gain further business.
5. Understand the competitions product For example, the customer may be using a chlorinated product. The benefits of using a Mobil chlorine-free product are associated with disposal and company image. 6. Understand current practices Disposal Costs: How is it done? Coolant maintenance How is it done, what is measured, how often, who does it? Quality How is it measured, what are the surface finish requirements? Reject rates What constitutes a reject, what percentage? Difficult processes What are they? 7. Understand water quality How does this affect the choice and life of the coolant? How does it affect the corrosion characteristics of the coolant? 8. Understand the customers needs before offering a product A lot of hard work has gone into convincing the potential customer to evaluate ExxonMobil products. Make sure that the probability of success is optimised by listening to and understanding the needs of the customer, not your needs. 9. Customers buy solutions not products Solutions can only be provided if you understand the customer. Understanding can only be achieved with proper questioning and listening.
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Product charge life Reduced smell Coolant maintenance Reduced rejects Better quality Less downtime Lower total costs Period of product evaluation:
Very important that time is established and agreed.
Water properties: Source (Borehole / tap): Total hardness as CaCO3 (ppm) : Chloride levels (ppm): Bacteria / cfu / ml (10x): Comments (if any):
Start date: End date: Machine type and manufacturer: Machine sump capacity / liters: Recommended product: At % concentration (if any): Operations: Workpiece material(s): Results / Comments / Operator reaction:
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For the attention of: Name, position and department Subject: Proposal for name of company
Dear name as above Insert legal name of the distributor is an authorised ExxonMobil distributor. We can offer a wide range of lubricants and services suitable for your company. We are pleased to submit this proposal following our recent discussions. * Use or delete as necessary * Attached is a trial proposal with the agreed objectives and time scale for the trial * Attached is a quotation and trial report detailing the results of the trial * Attached is a quotation for the products for your company Thank you for the opportunity that you have given insert legal name of the distributor and for your continued interest in our company. Yours Sincerely,
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Country
USA Germany France Germany Germany Japan Switzerland Japan
Company
Okuma Machinery Works Reishauer Steinel Thyssen Production Systems Toyoda Machine Works Waldrich Siegen Yamazaki Mazak Corp
Country
Japan Switzerland Germany Germany Japan Germany Japan
Country
USA USA Japan Germany France Japan UK Japan USA Germany Germany USA Germany Japan Germany Japan UK Switzerland Switzerland
Company
Mikron SA Agno (Mikron Haesler) Monarch Lathes Reishauer Schuler Group Mori Seiki Co. Ltd. Okuma Machinery Works PCC Pittler GmbH PCI Scemm Sheldon Machine Division Steinel Thyssen Production Systems Toshiba Machine Co. Ltd. Toyoda Machine Works Trumpf Group Unformtechnik Voest Alpine Voumard Seigen Waldrich Siegen Yamazaki Mazak Corp
Country
Switzerland USA Switzerland Germany Japan Japan Germany France USA Germany Germany Japan Japan Germany Germany Austria Germany Germany Japan
Slideway oils
Company
Agie Charmilles Holding Amada Co. Ltd. Berkhart & Weber Bostomatic (Agie Charmilles) Cincinnati Machine (Cincinnati Milacron, Inc.) Citizen Watch Co. Ltd. (Citizen Tokei KK) Deckel Maho Ernault Toyoda Automation FANUC Ltd. Fuji Seki Machine Works Gildemeister Group Gleason Pfauter Haas Automation Inc. Heller Ingersoll Funkenererosionstechnik Ingersoll Milling Machine Co. Komatsu Ltd. Makino Milling Machine Co. Ltd. Marbaix Lapointe
Country
Switzerland Japan Germany USA USA Japan Germany France Japan Japan Japan Germany USA Germany Germany USA Japan Japan UK
Company
Maschinenfabrik Mikron Mikron Mikron Corp. Monroe (Mikron Corporation) Mikron SA Agno (Mikron Haesler) Mori Seiki Co. Ltd. Muller et Pesant Okuma Machinery Works PCC Pittler GmbH PCI Scemm Reishauer Sheldon Machine Division Steinel Thyssen Production Systems Toshiba Machine Co. Ltd. Toyoda Machine Works Voest Alpine Voumard Seigen Waldrich Siegen Yamazaki Mazak Corp
Country
Switzerland Switzerland USA Switzerland Japan France Japan Germany France Switzerland USA Germany Germany Japan Japan Austria Germany Germany Japan
Lists of Equipment Builder approvals are confidential to Exxon Mobil Corporation and are intended for use by employees of Exxon Mobil Corporation, its affiliate companies or others designated by Exxon Mobil Corporation. Information should not be disclosed to any third party without written consent. 37
Equipment Builders
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Always add the concentrate to water while mixing in a clean container. Alternatively use a mechanical device which mixes the concentrate and water automatically.
When the weather is cold, should I take any special precautions when preparing an emulsion? During cold temperatures, when the water and the concentrate can become very cold, bring the concentrate inside overnight to equalise the temperature and to facilitate easy mixing. It normally takes longer to prepare the emulsion when cold. What causes skin irritation? Removal of the natural fats from the skin by cutting fluids or other low viscosity materials can lead to skin irritation. How do I minimize skin irritation? Skin irritation is normally the result of prolonged contact with a lubricant. ExxonMobil products are formulated to minimise skin irritation. Always recommend that normal precautions be taken to minimise skin contact. Always refer customers to the MSDS.
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Use a high quality Mobil product Avoid prolonged contact with the fluid. Wear gloves and use barrier creams Do not use products with a high pH (>9.5) Avoid using high concentrations (>7%) Ensure adequate training and facilities are available to permit good hygiene practices
How long should I store Mobilcut concentrates? Stock rotation is very important. A first-in-first-out policy will prevent products from being stored too long. Check the shelf-life with ExxonMobil. What is the pH value of a newly prepared emulsion and why? The pH value of a fresh emulsion will normally be between 9 and 9.5. The pH will stabilise at a slightly lower pH after a few days. It is very important that the pH value be maintained at around nine. This will ensure that the bacterial levels remain low and skin irritation is minimised. The life of the coolant will be maximised. Why does a system need to be cleaned with Mobilcut ESC before changing the fluid? Mobilcut ESC (Emulsion System Cleaner) is an extremely useful product in the metal working fluids portfolio. It contains powerful detergents for cleaning the machines and anti-bacterial and fungal additives to kill existing biological activity in the machine sump. Used correctly, the life the emulsion can be extended to its maximum, saving money and increasing production time. Mobilcut ESC provides the following advantages;
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Cleans the machine sump effectively Kills bacteria and fungal infections Reduces smell Maximises the life of the cutting fluid Creates a cleaner and more pleasant working environment Prevents re-contamination of new fluid with the old fluids, bacteria, thereby optimising the new fluids life.
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High pressure application of coolant Poor system design Low volume in tank / pump cavitation
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Contamination from floor cleaning agents and tramp oil Very high concentration (above recommended concentration) Very fine filtration systems (<20 microns)
How can I control foaming? Check that the concentration of the cutting fluid is correct for that operation. Modify the system design if possible, reduce leaks and if the foam persists, add Mobilcut AF which can reduce the foaming temporarily. How do I select the concentration of Mobilcut for a new application? The following concentrations are recommended:
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If the material is very hard or the operation is difficult, then start at a high concentration (10%) and then reduce gradually until the best economy is achieved. 40
Low concentration less than 3% High bacterial activity greater than 107 counts per ml Low pH less than eight Poor water quality total hardness greater than 600 ppm, chlorides greater than 50-100 ppm.
How long can a component be stored after machining with Mobilcut before corrosion occurs? The Mobilcut cutting fluids contain powerful corrosion inhibitors but these are not designed as medium to short term corrosion preventives. Depending on the conditions, components can be stored for possibly two to five days before onset of corrosion. High humidity conditions reduce the time before corrosion would occur. What causes cutting fluids to smell? The answer is simple bacteria. This is the direct result of poor maintenance and monitoring practice. Which guidelines can I follow to prevent the cutting fluid from smelling?
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Diligently control the concentration keep to the recommended concentration limits Maintain the pH above 8.5 Remove the oil floating on the surface regularly at least once a week Do not use the sump as a rubbish bin do not throw rags, cigarettes, etc. into the tank.
How long will your cutting oil last in my machines? The life of any cutting fluid is dependant upon the conditions in which it has to operate. Mobilcut is designed to operate in poor conditions as well as good ones. We are confident that we can enhance the life of the coolants with our technology in combination with the use of our services such as the Mobil Solcare programme. What is the Mobil Solcare programme? The programme is designed to help you control the costs when using water-soluble coolants through the use of simple regular tests and record keeping.
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The tank where the cutting fluid is re-circulated. A dispersion of oil and water mixed together to form a stable mixture. Always add the concentrate to water. The cutting fluid mixed with water in the machine. A cutting fluid with a high oil content (60-75%) which forms a milky looking emulsion on dilution with water A cutting fluid with a low to medium oil content (10-50%) that when mixed with water forms a translucent emulsion which you can still see through, such as [Mobilcut 232]. Cutting fluids, which do not contain any oil, such as Mobilcut 321. They are chemical solutions which are generally used for grinding. Please note: They are not the traditional Mobil PAO based synthetic lubricants. A cutting fluid that can be described as biostable (synthetic or semi-synthetic) and that will last a longer time in the machine sump. Mobilcut 232 is an example. The cutting fluid (Mobilcut) as supplied in the drum. Cutting fluids which have a longer service life due to their added resistance to bacterial activity. An additive used to kill bacteria, preventing smell and helping the cutting fluid last a long time. A component in a lubricant that enhances its specific properties, thereby enhancing performance. Very small organisms that live almost everywhere, but especially in poorly maintained cutting fluids.
A biocide:
An additive:
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Poor cooling misdirected cooling Lack of coolant coolant flow not high enough Volume of tank too small not enough resident time for heat dissipation Volume of coolant too low not enough resident time for heat dissipation Wrong product Extreme pressure/machining properties of product not high enough
How do you tell the difference between smoking and misting? Smoking is caused when the oil and components are too hot (see above). Misting is caused when the oil is thrown into the air because of the nature of the operation, such as at high speeds. What is misting? Misting is fine oil particles in the air. They take a long time to settle because they are very small. This means that everyone involved in the workshop may inhale the oil mist. It also creates an unpleasant working environment. How can misting be minimised? Misting of the cutting fluid cannot be prevented totally due to the nature of the operation. All Mobilmet fluids have properties which reduce the level of mist significantly. These are called antimist agents. In addition, Mobilmet XLM products are based on specially refined based oils to reduce evaporation and misting. How do antimist agents work? These additives work by enlarging the oil mist droplets so that they fall out of the air. What does corrosive mean? This describes the activity of the additives used in the cutting fluid. The additives will react with copper and brass (and their alloys) turning them black. If a product is described as corrosive then it is used for very difficult cutting processes and should not be used for machining yellow metals as such as copper, brass and its alloys. How do I know if a cutting fluid is corrosive? The data sheet describes whether cutting fluid is corrosive. You can also check by looking at the copper corrosion result on the Product Data Sheet. If the result is four, then it is a corrosive grade. What does active mean? Active is another way of describing corrosive. What does non-corrosive mean? Non-corrosive is the opposite of corrosive. Non-corrosive cutting fluids can be used for machining yellow metals such as copper, brass and its alloys.
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If the customer is machining yellow metals such as copper, brass or any of its alloys, then you must use a non-corrosive grade, such as Mobilmet 420 series or Mobilmet 440 series. If the material is difficult to machine such as stainless steel, titanium, nickel alloys and tool steel, then an active grade would be necessary to protect the cutting tool, such as Mobilmet 760 series or certain Vacmul grades. If the material is easy to machine (low hardness) such as aluminium cast iron and low carbon steel, then a non active grade is normally required, such as Mobilmet 420 series or Mobilmet 440 series.
Operations such as broaching, gear manufacture and tapping, which are considered difficult, would normally require an active grade such as Mobilmet 760 series or selected heavy duty Vacmul grades. If the machining operations are easy such as milling, drilling and turning, then non- active grades would be required such a Mobilmet 420 series or Mobilmet 440 series. If the machining operation is grinding, then fluids such as Vacmul G13 or Mobilmet 335 should be used.
How do I know which Mobilmet products to select for an application? Use the product selection guides.
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What are the advantages of Mobil products over other competitors brands? Mobil products are tested beyond the requirements of builder recommendations. Equipment Builders recommend hydraulic oils based upon accepted industry standards. They run the tests using new, uncontaminated oils to meet these minimum requirements. The customers situation is different. The hydraulic oil in the equipment can be contaminated shortly after it is put into service. This is a different situation. Mobil premium hydraulic oils perform well because they have the Mobil engineered additive system which gives them their unique performance. Every system picks up water. I can live with it! When some hydraulic fluids become contaminated with water the additives can react and breakdown. This has the following effects:
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The additive system is no longer providing protection, leading to corrosion and pump wear Filters get blocked and pressure rises Servo valves stick, causing down time Water does not separate
The benefit of Mobil hydraulic oils is that the additives are super stabilised, even in the presence of small quantities of water so the effect of water contamination is minimised. What is an ash-free hydraulic oil? A hydraulic oil that has been formulated with additives that do not contain any metals such as zinc. Zinccontaining additives are normally used as antiwear agents. What are the benefits of zinc-free hydraulic oils? Generally zinc-free hydraulic oils can withstand high temperatures in todays modern equipment and therefore can last longer. However, zinc-free hydraulic oils vary in quality. High quality Mobil DTE Excel will maintain its properties even when contaminated with small quantities of water. Mobil DTE Excel separates readily from water which can be easily drained. This means that the oils life and wear protection of the equipment can be maintained for a long time. Environmentally, these zinc free products can be more acceptable because they do not contain heavy metals. The added advantage of Mobil DTE Excel is that is separates readily from water soluble cutting fluids, ensuring a longer life of the cutting fluid.
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Water contamination leading to compressibility problems Sticking valves due to build up of varnish Filters blocking due to water contamination Deposits forming on the inside of the system due to high temperatures and low quality oil Pump wear due to poor quality oil and water contamination
What are normal operating temperatures? The temperature for hydraulic systems is normally around 65C and for gear systems it is around 60C. As a general rule, the life of the oil will halve for every 10C rise in temperature above 60C. Why do gear / hydraulic oils foam? Mobil products are designed not to foam. Foam is normally the result of contamination, air leaks, pump cavitation and poor system design. Are Mobil products compatible with seal materials? All Mobil products are compatible with the majority of seal materials commonly used in the industry. Can I extend the life of my hydraulic / gear oil? Yes by doing the following:
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Avoid excessive temperatures Keep the system clean Check the breathers regularly for cleanliness Do not hose the equipment down with water Use Mobil Monitor Used Oil Analysis Avoid ingress of contaminants such as air, water, dirt particles via good system design, operation and filtration
What are the advantages of Mobil Monitor? Selling services adds revenue stream, helps improve the standing of Mobil products with the customer and extends oil life.
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Excessive wear on the slideways Poor surface finish of components Poor tool life
Why is good separability or compatibility between cutting fluids and Mobil Vactra slideway oil so important? There are two important areas: 1. Washing away of the slideway oil by cutting fluid can result in:
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Stick-slip Reduced corrosion protection Excessive wear on the slideways Poor surface finish of components Poor tool life
Ensures fast and efficient separation to remove the excess oil Enhances the life of the coolant Reduces foul smell Ensures a better working environment
Do Mobil slideway oils contain anti-corrosion additives? Yes, indeed Mobil Vactra performs very well in standard corrosion tests even when contaminated with watersoluble cutting fluids. Do Mobil slideway oils contain anti-wear additives? Yes. Very thin films of oil must separate slideway surfaces. Thick films can lead to floating of the slideways, causing inaccuracies. Anti-wear and extreme pressure additives are used in Mobil slideway oils to provide the necessary protection. This prevents wear and ensures accurate movement. Can Mobil slideway oils be used for machine tool gear / hydraulic lubrication? Yes. Mobil Vactra No. 4 and Mobil Vactra No. 3 can be used for slideway oil and gear oil lubrication. This is an advantage in terms of product rationalisation.
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What are aromatic carbons? Aromatic carbons are chemicals that tend to have high solvency and can remove natural oils from your skin, leading to skin irritation. What is the aromatic carbon content of Mobil Vacmul EDM fluids? Products have been selected to have very low aromatic carbon content. (Check the exact data from the Product Data Sheet). Will Mobil Vacmul EDM fluids cause skin irritation? The aromatic content is very low so the risk of skin irritation is minimised. Always recommend that normal precautions are taken to minimise skin contact and always refer to the MSDS. What are the differences between kerosene based products compared to Mobil Vacmul EDM fluids?
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Kerosene has a low flash point increased fire hazard Kerosene has a high odour not operator friendly Kerosene has a higher aromatic content not operator friendly Kerosene has a higher evaporation rate product loss is high Oxidation stability of kerosene is poor short service life
What is the relationship between the viscosity of Mobil Vacmul EDM fluid and processing speed? A low viscosity fluid is necessary for both roughing (fast removal rate) and finishing (slow removal rate). The range of Mobil Vacmul EDM fluids covers both processes. Normally, a lower viscosity EDM fluid is required for finishing processes. Can Mobil Vacmul EDM fluids fulfil the requirements of super finishing process? Yes, the narrow cut and low viscosity of the Mobil product ensure that the customer obtains consistent, accurate performance. How do I know when to replace an EDM fluid? When the fluid starts to show signs of ageing, which can be indicated by:
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Acid splitting Ultrafiltration Reverse osmosis Centrifuging / Cyclone separation Activated carbon filtration
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ExxonMobil can provide some simple guidelines for disposal. However, always ensure that your customer seeks professional advice.
Compared to what? Wouldnt you agree when the product that we have discussed solves the problems within your factory, thus saving downtime and lost production, it pays for itself many times over?
We are on contract and cannot buy any other lubricant. My parent company will not allow us to buy from another company.
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Although you are on contract at the moment, surely if you have products that would perform far better than the ones you are using, therefore saving you considerably on downtime, replacement costs, man hours etc., you could justify using it. What better way to establish this than back-to-back trials against the product you are currently using?
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What do you do if the company you are contracted to does not have products that you need in their range?
My budget is already spent. The products we use are just as good as your products!
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What proportion of your budget do you spend on replacement parts to keep your operation running? If I could help to considerably decrease that cost, thus allowing you to stretch your budget further, would you be interested?
I am using a product that lasts just as long, does the same job, but is half the price!
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Investigate the truth of the statement, i.e., What product did you use? How much did it cost? What are you using now? What Mobil product have you used previously? Questioning technique: Who, What, When, How, Why? If I could show you a new product which has been specifically developed for your application and show you marked improvement in performance, would you be interested?
Product Trialing
We have too many other problems at present!
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What are your existing methods? Although you say your existing methods are adequate, would you be interested if I could show you a product that will potentially improve your performance and the efficiency of your equipment and machinery?
How often do you change your cutting fluid, or replace drills and taps, or replace bearings follow with questioning technique. Look at maintenance bill. What is the most expensive piece that you have to look after?
Why do you think that? What products do you use at present? I can understand your reaction, many of our customers had a similar reaction at first.
What products are you using at the moment? How often do you change drills, taps, inserts or cutting fluids? We are not just a problem-solving company. If I could show you cost savings through up-to-date lubrication technology, you would be interested, wouldnt you?
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As with all aspects of engineering, there are constant developments to improve efficiency and reduce expenditure. This also applies to lubricants. As you have just invested in new equipment, dont you think that you should invest in lubricants and services that will give you maximum return on your investment? Thats fine. The product that you are using is a good product but the change in technology and the need for greater efficiency have created new products that can show real benefits over the products that you are using. I understand that you are happy with your current situation but I may have products that would suit you even better.
There is nothing that I need! I appreciate that you do not need anything at the moment. However, I am just the companys shop window enabling you to see what is available for sale, with no obligation to buy. It is a duplication of other products! What product does it duplicate? Re-present using features and benefits suitable to situation. How do I know that it will perform as well as you say?
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A lot of companies use this product and are extremely happy with it. Here is one company similar to yours user reports. I can see that you are not convinced. Use references
I know all about your company! Excellent, it is so refreshing to meet somebody with a good understanding of the range. But ExxonMobil being a progressive company, new products are being offered all the time. I do not need to use the Mobil Solcare programme with any other product!
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Which products? Clarify and explore using questioning technique. We are offering this information to help you to maximise your profits, productivity, quality, health and safety of employees. The programme is designed for your benefit. If the competition is not offering something similar, then it could be that they either do not want you to save money, or they are not interested in improving the working conditions. I understand your reaction. Other customers had the same reaction too, but the use of the programme has helped them to appreciate the programmes usefulness of keeping records, increasing quality, training and reducing costs which is also your companys objective. It is clear that I have not made myself understood. We are not insisting that you use the Mobil Solcare programme with Mobil products. We are simply suggesting that the Mobil Solcare programme is best practice.
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Troubleshooting Guides
Troubleshooting Guides
Check if the severity of the operation has increased. 1. Has the material changed? 2. Has the feed or speed increased? 3. Has the cycle time reduced? Increase severity of operation. Reduce cycle time by increasing feed rate.
Surface finish good but tool life poor Poor surface finish but tool life is good Poor surface finish when grinding Skin irritation
Corrosive grade cutting fluid being used but severity of operation is low.
High level of fines in circulated oil either. neat or emulsion Additive depletion due to poor top up. High level of fines. High levels of nickel and chromium from alloyed steel. Low viscosity. Cleaner contamination. Operation conditions - high speeds such as grinding. Non-antimist product being used. High circulation rate. Poor system design.
Check filtration system and improve efficiency. Change top up rate to maintain additive levels. Check filtration system. Check material machined and change fluid more regularly. Check for low viscosity contamination Advise on skin care for all cases. Install extraction units and advise on safe practises. Suggest antimist product.
Misting
Foaming
Reduce circulation rate by increasing volume of cutting fluid. Change design if possible. Add anti-foam. Change cutting fluid to higher EP and higher viscosity type. Increase sump capacity to increase residence time of fluid to help dissipate heat. Invert / Drain component before removal. Lower viscosity cutting fluid.
Fuming / smoking
High temperatures at cutting zone. Poor EP properties of cutting fluid. Sump capacity too small, high circulation rates, poor heat dissipation. Shape of components. High viscosity cutting fluid.
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Routine monitoring
Concentration
Above recommended dilution Below recommended dilution High >20 dH Ideal 8-15 dH Low <5 dH
Corrective action
Correct concentration to recommended dilution
Water hardness
Chlorides <50ppm
High: Increase concentration or change coolant. Consider treatment Low: consider water treatment High: change coolant and investigate alkaline contamination Low: increase concentration. Consult your ExxonMobil distributor Change fluid Check concentration history Consult your ExxonMobil distributor
pH
High >9.5 Ideal 9.0 Low <8.3 High 106 Low 103
Bacterial level
System design
Observation
Routine monitoring
Corrective action
Each related monitoring and action is colour-coded. In observation, there is a small colour-coded box, which is in order of priority, from left to right. Next to the box is the letter H or L, which represents high or low. For example if corrosion is observed: Step 1 Check corrosion observation box. Step 2 Note small box priority, which for corrosion in order of priority is low concentration (red). Step 3 In the routine monitoring section, check the concentration and follow the corresponding action. Step 4 If concentration is correct, then check next priority box, which is in this case low pH. Follow required action carefully. This is intended as a guide only. Please contact your ExxonMobil distributor before any major change or addition is made to a Mobil product.
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