From Pareto focus to an “in control” reference state
Optimum Reference State (ORS)
After Pareto analysis identifies the assets and failure drivers that create the most disruption, the next question is: what does “in control” actually look like at the lubrication point?
That technical end state is the Optimum Reference State (ORS).
Optimum Reference State (ORS) is the agreed, measurable “in control” condition per lubrication point. It defines what correct looks like in selection, execution and verification of lubrication, including contamination control and basic mechanical condition. ORS makes the reference explicit, so deviations become visible and correctable.
ORS is tool-independent and supports ICML-aligned lubrication management by translating intent into reference states, standard work and verification checks. The objective is predictable asset performance: stable trends (temperature, vibration, leakage) instead of incident-driven maintenance.
The diagram shows the continuous improvement loop around lubrication control: Pareto defines the critical scope, a baseline check establishes the current condition, ORS defines the “in control” reference state, standard work executes it and trend verification confirms stability before the cycle repeats.
“In control” means:
- the correct lubricant and dose for load, speed, temperature and environment
- a defined method, interval and purge/relief logic, executed repeatably
- minimal ingress of dirt, moisture and cleaners, with residue under control
- assembly and alignment within tolerance
- stable trends in temperature, vibration and leakage
ORS only delivers control when it is translated into point data, standard work and verification checks.
If needed, a Technical Advisor can help define and verify the ORS reference state for critical lubrication points.
Mini case:
Even with the right grease and interval, re-lubrication can still trigger leakage and temperature drift if purge logic, dosing and verification are not defined at the lubrication point.
Read the grease re-lubrication mini case >>
Frequently Asked Questions
The Optimum Reference State (ORS) is the agreed, measurable “in control” condition at a lubrication point. It defines the correct lubricant, dose, method, interval and contamination control so that asset behaviour becomes stable and predictable.
Without a clear reference state, lubrication tasks are interpreted differently by each technician. ORS removes that variation by defining what correct looks like, helping to reduce repeat failures, leakage, temperature drift and unplanned interventions.
Pareto analysis identifies the assets and failure drivers that create the most disruption. ORS then defines what “in control” looks like for those critical lubrication points, turning focus into a measurable reference state for execution and verification.
No. ORS does not replace ICML 55 or similar frameworks. It is the execution layer that translates ICML-aligned intent into point-level reference states, standard work and verification checks on the shop floor.
