user guide...introduction shell lubeanalyst user guide page 2 of 25 confidential 1 introduction to...

User Guide

Shell

LubeAnalyst

Introduction Shell LubeAnalyst User Guide Page 2 of 25 CONFIDENTIAL

1 Introduction to Shell LubeAnalyst

Welcome to Shell LubeAnalyst, the leading global oil and equipment condition monitoring service.

Shell LubeAnalyst is a health check for your oil and machinery. It is an oil condition monitoring service which helps you to keep your business running smoothly by identifying potential lubricant or equipment failures before they become critical.

Shell LubeAnalyst will help your business to save money and time on maintenance and potential lost production caused by equipment failures. It is an early warning system which aims to give you peace of mind knowing that both your equipment and lubricants are in optimum working order.

Why use Shell LubeAnalyst?

• Greater equipment reliability and reduced downtime expected through early diagnosis of potential faults.

• Quick and timely results.

• Lower machine repair costs.

• High standards of safety.

• Precise monitoring of operating efficiency.

1.1 Five Simple Steps

There are five simple steps to follow to use Shell LubeAnalyst:

1. Register your customer details and equipment with Shell LubeAnalyst.

2. Take lubricant samples from your equipment and label them.

3. Send the samples to one of Shell’s accredited laboratories.

4. Your samples are tested, analyzed and entered into our global database.

5. You’ll receive your report via email or you can view it on the web to see the diagnosis and recommendations.

1.2 How to get the most out of Shell LubeAnalyst?

• Define your goals clearly, so that the tests performed fit the application and the environment in which it operates.

• Take the time to complete the sample registration process, as this information is key to the quality of the diagnosis. The less information you provide the more difficult it is for the diagnostician to give an accurate diagnosis and provide recommendations.

Please note that the assessment of lubricant condition is a complex task. Shell and its related bodies have prepared this document as a guide only, to assist you in using the Shell LubeAnalyst service. It should not be regarded as an authoritative guide for all machinery and vehicles, in all circumstances. If in doubt about a particular aspect of testing, contact the local Shell representative or your

equipment manufacturer.

Table of Contents Shell LubeAnalyst User Guide Page 3 of 25 CONFIDENTIAL

Table of Contents 1 Introduction to Shell LubeAnalyst...............................................................................................2

1.1 Five Simple Steps.................................................................................................................................. 2 1.2 How to get the most out of Shell LubeAnalyst? ................................................................................. 2

2 Registering to use Shell LubeAnalyst.........................................................................................4 2.1 Registering as a New Shell LubeAnalyst Customer........................................................................... 4 2.2 Material and Kits for Sampling............................................................................................................. 5 2.3 Registering Equipment / Vehicle Information..................................................................................... 7

3 Choosing a Shell LubeAnalyst Test Suite ................................................................................13 3.1 Standard Test Suites using Pre-paid Test Kits................................................................................. 13 3.2 Advance Test Suites using Post-paid Test Kits ............................................................................... 13 3.3 Tailor-made Equipment Specific Test Suites.................................................................................... 13

4 Registering Samples with Shell LubeAnalyst ..........................................................................14 4.1 General instructions for correct oil sampling................................................................................... 14 4.2 How to take a Good Sample ............................................................................................................... 14 4.3 Sampling from Circulation Systems.................................................................................................. 15 4.4 Sampling from Reservoirs, Sumps and Tanks ................................................................................. 15 4.5 Sampling from Splash, Slinger-ring and Flood Lubricated Components ...................................... 15 4.6 Vacuum Pump Thief Sampling........................................................................................................... 15 4.7 Sampling from a Heat Transfer System ............................................................................................ 16

5 Sample Management...................................................................................................................17 5.1 Completing the Sample Label ............................................................................................................ 17 5.2 Tracking Shell LubeAnalyst Samples................................................................................................ 19 5.3 Interpreting the Sample Report.......................................................................................................... 19 5.4 Receiving the Shell LubeAnalyst Sample Reports........................................................................... 23

6 Shell LubeAnalyst Web Application..........................................................................................24 6.1 Accessing Shell LubeAnalyst ............................................................................................................ 24 6.2 Shell LubeAnalyst Web User Guide................................................................................................... 25

Registering Shell LubeAnalyst User Guide Page 4 of 25 CONFIDENTIAL

2 Registering to use Shell LubeAnalyst

2.1 Registering as a New Shell LubeAnalyst Customer

Use the following Shell LubeAnalyst Customer Registration and Material Order Form to register as a Shell LubeAnalyst user. You can obtain this form from your Shell LubeAnalyst contact.

Please follow the instructions below to complete the form:

1. Check the New Customer Registration check box.

2. Enter in your name and address details under the Customer Details heading.


3. Select how you would like to receive the Sample Reports under the Reporting heading. We recommend that you receive your reports as a PDF email.

After filling in all the relevant information, please send the form to your Shell LubeAnalyst focal point; they will register you in Shell LubeAnalyst.

You will receive a confirmation email (Welcome Note) when you have been registered in Shell LubeAnalyst. The confirmation email will detail your user information including your User ID and Password.

2.2 Material and Kits for Sampling

Sampling materials and kits that are clean and dedicated are required to collect samples for Shell LubeAnalyst. Shell has a complete range of sampling materials that can be used in all types of lubricant sampling.

It is very important that you use the materials and kits provided with the Shell LubeAnalyst service. The materials provided by Shell are specially designed for the tests conducted and equipment used at LubeAnalyst laboratories. If you use your own materials this may cause a delay in the service and may increase your costs.

As a new Shell LubeAnalyst customer, your focal point will advise what kind of material you need and will send it after you are registered.

We recommend that you order your material and kits for sampling online in Shell LubeAnalyst. Please see 6.1 Placing an Order in the Shell LubeAnalyst Web User Guide for more information on registering ordering material and kits online.

You can also order material and kits for sampling using the Shell LubeAnalyst Customer Registration and Material Order form.


Please complete this form as detailed below.

1. Check the Material Order check box.

2. Enter your customer ID or user ID into the User ID / Customer ID field, if you are already registered as a Shell LubeAnalyst customer.

3. Enter your customer name into the Customer Name field in the Customer Details section.

4. Enter your purchase order number into the Purchase Order Number field in the Kits and Material Order section.


5. If you are using the standard service, under the Standard heading in the Kits and Material Order section, enter how many kits you need into the either K1 (Transport & Construction) or K2 (Industry) boxes. These are standard kits that include everything you need for up to 10 samples.

6. If you are using the advanced service, under the Advanced heading in the Kits and Material Order section, choose the type of bottle you need and enter the

number you need into the quantity box. You receive the bottles, the sample cards, and a posting package.

After filling in all the relevant information for your material and kit order, please send the form to your Shell LubeAnalyst focal point; they will enter the order into in Shell LubeAnalyst.

Your order will be delivered to you within agreed contract turn around times.

2.3 Registering Equipment / Vehicle Information

Equipment are the main machines you have in your business. For example if you are a transport company a truck is a piece of equipment. If you an industrial manufacturing plant then a plastic injection molding machine or an air compressor are considered pieces of equipment.

Equipment may have a single or multiple components. A truck would have an engine, gearbox, differentials etc as its components. The Injection molding machine may have a gearbox, bearings, hydraulic systems etc as its components. It is from a Component that lubricant samples are drawn for analysis.

To get the best out of the Shell LubeAnalyst service each piece of equipment or vehicle needs to be registered with a unique Shell LubeAnalyst number. This number must be quoted on every sample submitted to the laboratory. The Shell LubeAnalyst diagnostician can then identify trends in the test results thereby helping to predict potential equipment or vehicle failures.

We recommend that you register equipment and components online in Shell LubeAnalyst. Please see 3.1 Registering Equipment and Components in the Shell LubeAnalyst Web User Guide for more information on registering equipment and components online.

You can also register equipment and components manually using the Shell LubeAnalyst Equipment Registration forms. There are two types of forms used to register equipment and vehicles:

• Industry & Marine Equipment - Typical industry Equipment includes machines like turbines, industrial gears, hydraulics, gasengines, circulating systems, heat transfer systems, transformers, and compressors. For Marine this includes large slow/medium speed diesel engines.


• Transport & Construction - Typical Transport vehicles include cars, buses, and passenger/freight units and their associated engines, gearboxes, transmissions, axles and final drives. For Construction this includes building and surface mining Equipment.

When registering equipment or vehicles please remember that the more information that is given, the more accurate and detailed the diagnoses will be about the condition of the lubricant and your equipment/vehicle.

2.3.1 Register Equipment for Industry and Marine.

Use the Equipment Registration Form – Industry & Marine to register Industry and Marine equipment. You can obtain the following form from your Shell LubeAnalyst Focal point.


1. Fill in your company name in the Customer name field.

2. Enter your customer number into the Customer number field, if you are already registered as a Shell LubeAnalyst customer.

3. Check the New equipment registration check box.


4. Enter the equipment details under the Equipment Details heading.

• Equipment Number – your reference ID number for the equipment.

• Equipment Description – a descriptive name which you can use to identify the equipment.

• Manufacturer – the manufacturer of the piece of equipment.

• Model – the model of the piece of equipment.

5. Enter the component details under the Component Description heading. Check the corresponding check boxes to indicate the type of component you are registered with the equipment.


6. Enter any additional information under the Additional Information heading.

After filling in all the relevant information, please send the form to your Shell LubeAnalyst focal point; they will register the new equipment and component in Shell LubeAnalyst.

You are also able to register equipment and components online in Shell LubeAnalyst. Please see 3.1 Registering Equipment and Components in the Shell LubeAnalyst Web User Guide for more information on registering equipment and components online.

2.3.2 Register Equipment for Transport and Construction

Use the Equipment Registration Form – Transport & Construction to register transport and construction equipment. You can obtain the following form from your Shell LubeAnalyst Focal point.



1. Fill in your company name in the Company name field.

2. Enter your customer number into the Customer number field, if you are already registered as a Shell LubeAnalyst customer.

3. Check the New equipment registration check box.

4. Enter the equipment details under the Equipment or Vehicle Details heading.

• Equipment Number – your reference ID number for the equipment.

• Equipment Description – a descriptive name which you can use to identify the equipment.

• Manufacturer – the manufacturer of the piece of equipment.

• Model – the model of the piece of equipment.

5. Enter the component details under the Component Description heading. Check the corresponding check boxes to indicate the type of component you are registered with the equipment.


After filling in all the relevant information, please send the form to your Shell LubeAnalyst focal point; they will register the new equipment and component in Shell LubeAnalyst.

You are able to register equipment and components online in Shell LubeAnalyst. Please see 3.1 Registering Equipment and Components in the Shell LubeAnalyst Web User Guide for more information on registering equipment and components online.

Test Suites Shell LubeAnalyst User Guide Page 13 of 25 CONFIDENTIAL

3 Choosing a Shell LubeAnalyst Test Suite

Shell LubeAnalyst offers two levels of predefined testing packages developed to identify known Equipment/vehicle failures. These are Standard and Advanced. Your choice of test suite will vary according to the type of Equipment/vehicle used, how mission-critical it is, and the type of failure or problems you may have.

The Standard test includes the standard areas of inspection to identify typical Equipment/vehicle failures and problems. If you require more enhanced results, you should opt for the Advanced test. Shell LubeAnalyst also offers optional tests that can be tailor-made to your individual situation. This option makes it possible to help identify problems specific to your Equipment.

3.1 Standard Test Suites using Pre-paid Test Kits

This is the standard level of testing, which is suitable for non-mission-critical Equipment. Used on a regular basis it can help you detect the most common types of Equipment/vehicle irregularities. Test results and diagnoses are trended, with reports showing graphical output for key diagnosis identifiers.

3.1.1 Standard (K1) - Transport & Construction

This test kit covers test suites for engines, gearboxes, transmissions, construction gears, axles and basic hydraulics. The kit contains sufficient sampling materials for up to 10 samples. This kit is pre-

paid and the test suites are standardized and non-variable.

3.1.2 Standard (K2) - Industry & Marine

This test kit covers test suites for Marine diesel engines, Aviation piston engines, and Industrial gears, hydraulics, turbines, compressors, gas engines, and circulating systems. The kit contains sufficient

sampling materials for up to 10 samples. This kit is pre-paid and the test suites are standardized and non-variable.

3.2 Advance Test Suites using Post-paid Test Kits

This level of testing is more complex and can be tailor-made for special machines and mission-critical Equipment/vehicles. It offers you a vast range of optional tests that are available and can be performed depending on specific Equipment/vehicle duty cycles and requirements. If used on a regular basis, this enhanced testing can give you a more accurate diagnosis on your Equipment/vehicle. It can also make your machine maintenance more reliable.

This service covers advanced test suites for the pre-paid kits for engines, gears, hydraulics, etc, to provide more accurate and detailed diagnosis. It also covers Equipment such as heat transfer systems, compressors, seal systems, gas engines, refrigeration compressors, ammonia compressors, and turbo compressors where identification/diagnosis of Equipment failures is more complex. Also, optional tests like fuel, coolants, fire resistant fluids, transformer oils, heat transfer systems and advanced turbines are available.

3.3 Tailor-made Equipment Specific Test Suites

This is a tailor-made service for special machines and extremely mission-critical Equipment. It offers a vast range of optional tests that are available to help diagnose on specific Equipment requirements.

Sampling Shell LubeAnalyst User Guide Page 14 of 25 CONFIDENTIAL

4 Registering Samples with Shell LubeAnalyst

Most lubricant condition monitoring services use an oil sample of only 100ml to represent a system that may hold hundreds or thousands of litres of oil. The importance of taking a representative sample cannot be over-emphasised. From the very first sample you begin investing in a valuable condition monitoring programme. But this will only be achieved if every sample contributes to building an accurate history from which trends in wear, contamination, and degradation can be determined.

4.1 General instructions for correct oil sampling

4.1.1 Ensuring Health and Safety conditions

Always observe safety rules. Take particular care with high-pressure piping and thermal systems and any sampling close to electrical Equipment or when sampling from a drain line. If in doubt, please contact your Technical Advisor.

4.1.2 Ensuring the Quality of the Sample

We recommend a consistent method of taking a sample. Always take the sample at the same point, in the same way and after the same amount of time. For example, if you previously took the sample half an hour after the machine has been started, please make sure that the next sample is taken half an hour after the start of the machine as well. We recommend that you sample a component while it is running (if it is safe to do so) or within 30 minutes after shutdown. Always keep in mind to refrain from sampling right after a large volume of lubricant has been added.

Always be sure to draw sufficient of the sample to fill the bottle. 80% full is a good level to aim for as this will ensure that there is adequate sample to complete all tests and will ensure adequate ullage to allow sample agitation by the laboratory.

4.1.3 Avoiding Contamination of the Sample

Areas where lubricant flow is restricted or where contaminants and wear products tend to settle/collect should be avoided as sampling points. Always take the sample in the most hygienic of conditions. In this way, you can avoid contaminating the sample, which could lead to an incorrect analysis. Always use the right sampling Equipment and the bottles supplied by Shell and make sure that they are unopened, unused and clean. Always clean the sampling kit immediately after use. After taking the samples, check to make sure that the bottles are tightly closed.

It is important that the gun/bottle assembly is kept upright while in use to prevent oil entering the gun. Should this occur, disassemble it immediately and flush thoroughly with white spirit or kerosene. Dry before reassembling. DO NOT FLUSH GUN WITH PETROL OR DEGREASING FLUID.

4.2 How to take a Good Sample

Drawing a sample with a sample pump:

1. Use a Shell LubeAnalyst sample bottle; remove the cap and screw into the pump body.

2. Using a new length of tube for each sample, push the tube through the top of the pump until it appears half way down the sample bottle. Please make sure to tighten the thumbscrew to secure the tube.

3. Place the end of the tube into the sampling point.

4. Ensure that the sample bottle is vertical throughout the sampling operation and that it is not overfilled.

5. Unscrew the bottle and immediately screw on the cap to avoid any contamination.

6. Complete the sample label and send the sample and sample label to the laboratory.


4.3 Sampling from Circulation Systems

For circulating systems one of the best sampling locations is a live zone upstream of filters where contaminants and wear debris are the most concentrated. Usually, this means sampling from fluid return lines or drain lines. For systems where oil drains back to a sump without being directed through a line (such as engines), draw from the pressure line down-stream of the pump (before the filter).

Permanent sampling points should be at elbows in pipe runs in preference to straight sections. This will help to ensure that the flow regime at the sample point is turbulent and that wear and contaminant particles do not ‘drop out’ of suspension.

4.4 Sampling from Reservoirs, Sumps and Tanks

Avoid sampling from dead zones of static tanks and reservoirs. In particular, sampling from the bottoms of sumps should be avoided because the wear debris and contaminants collected are likely to be the results of build up over time and may not represent current operating conditions. The sample point should be near the mid-point between the surface of the oil and the floor of the tank/sump and away from walls.

4.5 Sampling from Splash, Slinger-ring and Flood Lubricated Components

Splash, slinger-ring and flood-lubricated components are best sampled from drain plugs but only after considerable flushing. In a similar manner, permanent valves should be wiped clean and then flushed prior to sampling to ensure that any ‘dead-leg’ debris is excluded from the sample.

4.6 Vacuum Pump Thief Sampling

For thief sampling the Shell LubeAnalyst operator should follow the recommended instructions in order to ensure that representative samples are taken. Thief sampling utilises a vacuum pump and plastic tubing in order to draw samples via points such as dipstick tubes and filler plugs on gearboxes and transmission.

When using a vacuum pump the oil does not make contact with the gun, consequently vacuum pumps are preferred over syringes. By comparison, syringes must either be flushed or replaced between samples in order to prevent cross-contamination.


Tips for Successful Thief Sampling

• Tip 1: Cutting the bottom of the tubing at an angle of 45 degrees reduces the likelihood of drawing sludge from the bottom of sumps and tanks.

• Tip 2: Plastic tubing can be difficult to control once it enters a system via a filler plug. In order that the tube end does not draw oil from the sides or bottom of systems it may be necessary to use a custom made dipstick such that the tubing is clipped to the dipstick and the dipstick / tube combination is inserted into the system to be sampled. This should also prevent the uncontrolled sampling tube being fed into the path of meshing gear teeth. Care must be taken to ensure that the dipstick is thoroughly cleaned prior to sampling.

4.7 Sampling from a Heat Transfer System

Please take note that for safety reasons taking oil samples from the heat transfer system it is important to note that the temperature of the oil could be over 100 degrees Celsius. If the correct guidelines are not followed it will be impossible to make a correct diagnosis.

• Always make sure that the oil has cooled before taking the sample.

• Always use aluminium bottles for taking the oil sample. Plastic containers are not appropriate because they tend to melt due to the high oil temperature.

• Always cap the bottles directly, so that the gases can’t leak.

Sample Management Shell LubeAnalyst User Guide Page 17 of 25 CONFIDENTIAL

5 Sample Management

5.1 Completing the Sample Label

The Sample Label is the physical label that is attached to the physical sample which is sent to the Laboratory. The sample form contains the information we require from you to enable us to perform the required tests, diagnosis and associate the results to the equipment and component in the database. In the case of both standard and advance forms the bottle label is a tear-off section of the form which has the sample number on it and ties the bottle back to the paper form. The labelled sample bottle and the respective form should both be sent to the laboratory in the packaging provided. There are two types of Sample forms/ labels: one for the Standard service and Advanced service.

After the Sample has been taken, please check to make sure that the Sample bottle is sealed tightly and cannot leak while in transit. Check that the Sample label has been securely attached to the bottle. Put both the labelled Sample bottle and the Sample form into the envelope provided and send it to your Laboratory.

5.1.1 Standard Sample Labels

There are two types of Standard service each with its own Labels: Transport and Industry in Kit 1 and Kit 2. The labels are similar with the only difference appearing in the Equipment Type section. The difference between the two labels is outlined below.

The Sample Number on the form is the sample number that you will enter into Shell LubeAnalyst when registering the sample. Please make note of this number.

The following information should be completed on the Standard Service Label:

• Shell LubeAnalyst number – the Shell LubeAnalyst number is the unique identifier that is assigned to the component when it is registered in Shell LubeAnalyst. You can find this number by viewing the component properties in the Shell LubeAnalyst web application.

• Customer / Login number – your Shell LubeAnalyst user ID.

• Customer Name – your company name.

• Equipment Description – a descriptive name which identifies the piece of equipment.

• Equipment Reference ID – a reference number which identifies the piece of equipment

• Equipment location – information which identifies the location of the equipment on the site.

• Equipment type – the equipment type. Check the corresponding check box to indicate the type of equipment the sample was drawn from. The selected Equipment Type will determine the Test Suite which is used to test the Sample.

o Transport – on the Transport Standard Pre-Paid Sample Label the following equipment type options are available: Engine, Gear box, Right Red. Gear, Left Red. Gear, Front Axle, Rear Axle, Hydraulic, Transfer box.

o Industry – on the Industry Standard Pre-Paid Sample Label the following equipment type options are available: Marine / Medium Speed Engine Diesel, Gas Engine, Gear, Circulating System, Hydraulic, Aviation Piston Engine, Turbine, Compressor.

• Lubricant – the Lubricant used by this component.

The following fields can be completed to provide the Diagnostician with more detailed information regarding the sample:

• Equipment Life – the current equipment / component life which can be measured in units of time or distance.


• Lubricant Life – the current lubricant life which can be measured in units of time or distance.

• Top Up Volume – the amount of lubricant which has been added since the last sample was drawn.

• Date Drawn – the date the sample was drawn from the component.

On the stub of the label complete the Date Drawn, Shell LubeAnalyst number, Equipment Ref ID and Description fields for your own reference.

5.1.2 Advanced / Premium Sample Form and Labels

The Advanced Sample Label form is divided into 5 parts or steps.

• Step 1: Your Company Details

• Step 2: Your Equipment & Component Details

• Step 3: Your Sample Details

• Step 4: Maintenance History

• Step 5: Postage

The Sample Number at the bottom of the form is the sample number that you will enter into Shell LubeAnalyst when registering the sample. Please make note of this number.

The following information must be completed under each step of the Advanced Sample Label:

• Step 1:Company Details

o Company name – your company name.

o Location – your company location e.g. city and country.

o Contact Name – your name.

o Telephone Number – your telephone number.

• Step 2: Your Equipment & Component Information

o LubeAnalyst Number - the Shell LubeAnalyst number is the unique identifier that is assigned to the component when it is registered in Shell LubeAnalyst. You can find this number by viewing the component properties in the Shell LubeAnalyst web application.


o Lubricant - the Lubricant used by this component.

The following fields can be completed to provide the Diagnostician with more detailed information regarding the sample:


o Equipment Life - the current equipment / component life which can be measured in units of time or distance.

o Lubricant Life – the current lubricant life which can be measured in units of time or distance.

o Top Up Volume – the amount of lubricant which has been added since the last sample was drawn.

o Date Drawn – the date the sample was drawn from the component.

• Step 4: Maintenance History

o Tick the maintenance tasks which have been performed on the component since the last sample was drawn.


The Advanced / Premium service offers you the flexibility to select the Test Suite you wish to be run on each Sample sent to the Laboratory. Enter the Test Suite code and any additional options into the Test Suite field and Additional test options fields under Step 3: Your Sample Details on the premium form.

5.2 Tracking Shell LubeAnalyst Samples

After the samples have been taken, they will need to be sent to the laboratory for analysis in the prepaid envelope provided in the sample kits. Before posting your sample, please check to make sure that the bottle is tightly closed and that the bottle label has been stuck on the sample bottle. Put both the sample bottle and the rest of the label into the pre-paid envelope provided.

If your sample is urgent please contact your Shell LubeAnalyst Support Manager who will arrange for a courier to pick up your sample (there is an extra charge for this service).

If you want to keep track of your sample while it’s being processed, the best way you can do so is by using the Shell LubeAnalyst website: www.shell-LubeAnalyst.com. Alternatively contact your local Shell LubeAnalyst Focal Point.

5.3 Interpreting the Sample Report

There are three types of Sample Reports that you can receive. The type of Sample Report produced depends on the sample registration – normal or ad-hoc sample, and the test suite selected for the sample – standard of advanced.

The Report is divided into two main parts Report Properties and Report Results.

Report Properties displayed include:

• Sample Status Indicator (Traffic Light) - This status symbol represents the diagnosed condition of the sample. Red means requires action, Amber means requires attention and Green means normal.

• Report Properties – information about the sample, equipment / component and customer including:

o Sample Properties – Sample Number

o Equipment / Component Properties – LubeAnalyst Number, Equipment Name, Component Type and Description, Component Reference ID, Lubricant Name

o Subscriber Properties – Subscriber Name, Subscribing Party (customer name) and Subscriber Address.


• Shell Contacts – contact details for your Administrative focal point, your Shell LubeAnalyst web address and your user ID.

• Comments – remarks that have been made by the Laboratory Technician or Diagnostician. These may be diagnostic issues, recommendations or general feedback.

5.3.1 Standard Report

This report is produced for all samples which were tested using a standard test suite (Test Kit 1 – Transport and Off-Highway and Test Kit 2 – Industrial).

The Results information displayed from testing of the sample include:

• Results Table – a table displays the tests which have been performed on the sample and the results from the last three samples. The results from the most recent test are displayed in the last column in bold.

• Graphs – trended graphs show critical diagnosis areas for lubricant and component failures and properties. The last six results are displayed in the graphs.

5.3.2 Advanced Report

This report is produced for all samples which were tested using a advanced and premium test suites.


The Results information displayed from testing of the sample include:

• Graphs – the graphs section displays trended graphs which show critical diagnosis areas for lubricant and component failures and properties.

• Results Table – the results table displays the tests which have been performed on the sample and the results from the last six samples. The results from the most recent test are displayed in the last column in bold.


5.3.3 Ad-hoc Report

This report is produced for all samples which are marked Ad-hoc. It is similar to the standard report except there are no graphs as there are no other sample results for comparison or trending.

Results Table – the results table displays the tests which have been performed on the sample and the results from ad-hoc sample.

5.3.4 The Annual Report

Shell LubeAnalyst also offers the possibility of receiving an Annual report in addition to the standard sample reports. The Annual report enables you to obtain a complete view of how your machinery has performed throughout the year, along with its annual trend. It also offers you the possibility to compare your test results against the data we have within our database. For more information please contact your Shell LubeAnalyst Focal Point or Shell Representative.


5.4 Receiving the Shell LubeAnalyst Sample Reports

The reports can be received in four different ways:

5.4.1 Internet Sample Reports

You will be able to view your own report in full color, or create a pdf version to print, e-mail or fax. There is no need to keep hard copies, or any other electronic copies, as it is possible to view sample reports for the entire Shell LubeAnalyst sample history for the component. These reports are instantly available immediately after the diagnostician has completed the sample diagnosis. To have this facility it is necessary to register to use the Shell LubeAnalyst web application.

5.4.2 The Email Sample Report

This report is sent via email as an attachment. The email subject line will include the sample number and sample status making it easy to quickly identify critical samples. The attachments are a full-color

report, either as a pdf or excel file, which you can then print/email yourself. This is the preferred option, if not using the web based software, as emails are sent immediately after the diagnostician has completed the sample diagnosis.

5.4.3 The Fax Sample Report

This report is normally a black/white version of the sample reports (standard, advanced or ad-hoc) but sent via fax. Faxes are sent immediately after the diagnostician has completed the sample diagnosis. In this instance hard copy reports will need to be retained but should you decide later to use the web based software then all faxed reports will still be available online.

5.4.4 The Post Sample Report

You will receive all sample reports, in full color, via the post. In this instance there will be a postal delay once the diagnostician has completed the sample diagnosis. Again a hard copy reports will need to be retained but should you decide later to use the web based software then all faxed reports will still be available online.

Shell LubeAnalyst Web Application Shell LubeAnalyst User Guide Page 24 of 25 CONFIDENTIAL

6 Shell LubeAnalyst Web Application

The aim of the Shell LubeAnalyst web application is to give you direct access to your sample condition so that you can take action as soon as possible. The Shell LubeAnalyst web application provides you with a new way to communicate with Shell.

6.1 Accessing Shell LubeAnalyst

You will receive a confirmation email (Welcome Note) when you have been registered in Shell LubeAnalyst. The confirmation email will detail your user information including your User ID and Password. It is important to keep this information secure.

The confirmation email also details the web address you use to access Shell LubeAnalyst.

Simply click on the web address in the email to open Shell LubeAnalyst in a web browser. You can also copy and paste the URL into the address bar of your web browser.

Add this web address to your Favorites so you can easily access Shell LubeAnalyst in the future.

To log in to Shell LubeAnalyst:

1. Enter your user ID into the User ID text box.

2. Enter your password into the Password text box.

3. Ensure the language in which you wish to view Shell LubeAnalyst is selected on the Language drop down menu.

4. Click the OK button to log into Shell LubeAnalyst.

Shell LubeAnalyst Web Application Shell LubeAnalyst User Guide Page 25 of 25 CONFIDENTIAL

6.2 Shell LubeAnalyst Web User Guide

Please see the Shell LubeAnalyst Web User Guide for detailed instructions on using the Shell

LubeAnalyst web application. You can download a copy of the Web User Guide from the Shell LubeAnalyst web site or email your focal point to request a copy.

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