Annual PM — rotary screw package

Annual PM — rotary screw package

Complete annual preventive maintenance for a lubricated rotary screw: consumables, inspections, electrical, and a documented performance check.

Category
PM & Commissioning
Time
4–6 hr
Level
Intermediate
Disclaimer — read before starting

This guide is general field reference for trained, qualified service technicians. It is not a substitute for the original equipment manufacturer's service manual, applicable codes (NEC, OSHA, ASME, local), or the judgment of a licensed professional. Procedures, torque values, pressures, refrigerants, and safety requirements vary by make, model, jurisdiction, and revision. Always verify against current OEM documentation and follow your employer's safety program. Working on compressed-air, electrical, pressure-vessel, and refrigerant systems can cause serious injury or death. By using this guide you accept all risk; AirCompDX and its authors disclaim all warranties and are not liable for any damage, injury, loss, or code violation arising from its use.

LOTO and full depressurization for every consumable change. Separator tanks stay pressurized after a hot shutdown; verify zero at the sump gauge every time, not just at the header.

Tools
  • Standard hand tools and torque wrench
  • Clamp ammeter and multimeter
  • Infrared thermometer
  • Filter wrenches and fluid catch pan
  • Calibrated pressure gauge
  • Fluid sample kit
Parts
  • OEM fluid charge, oil filter, air/oil separator, inlet air filter
  • Belt set (belt-drive packages) or coupling element
  • Enclosure/panel filter media
  • Scavenge line orifice and screen
  • Door seals and gaskets as required
Procedure
  1. 1
    Log the running baseline

    Before shutting down: full-load amps, discharge pressure, discharge temperature, separator ΔP, and controller hours. Compare to last year's numbers before you change anything.

  2. 2
    Pull a fluid sample

    Sample hot from a running machine at a consistent point. Analysis (viscosity, TAN, wear metals, water) is worth more than a calendar interval — rising iron means bearings, rising water means the machine runs too cool.

  3. 3
    Change the fluid

    Drain hot into a rated container, including the cooler and low points. Refill to the sight glass mid mark with the same fluid family. Never top a PAO with a diester.

  4. 4
    Replace filters and separator

    New oil filter, new air/oil separator with the staple or grounding clip installed correctly (static discharge through the element causes fires), and a new inlet air filter.

  5. 5
    Clear the scavenge line

    Pull the scavenge tube, clear the orifice and screen, and confirm suction from the separator sump. A plugged scavenge line is the number one cause of oil carryover after a separator change.

  6. 6
    Clean the coolers

    Blow out oil and aftercooler cores from the discharge side. Replace the enclosure filter mats. Confirm fan operation and free rotation.

  7. 7
    Service the drive

    Belt drive: inspect for glazing, cracking, and sheave groove wear; re-tension to 1/64" deflection per inch of span. Direct drive: inspect the coupling element for dust and cracking.

  8. 8
    Electrical inspection

    De-energized: torque all power lugs to spec, inspect contactor tips, and check the overload setting against motor FLA. Energized (PPE required) or with an IR window: scan for hot connections under load.

  9. 9
    Test the safeties

    Verify the emergency stop, high-temperature shutdown, and pressure trips actually function. A protection device untested for a year is not a protection device.

  10. 10
    Verify air treatment

    Confirm every automatic drain expels liquid, dryer dewpoint is within spec, and inline filter ΔP is acceptable at flow.

  11. 11
    Run and re-baseline

    Restart, run loaded 30 min, then log the same values from step one. Separator ΔP should be near zero, discharge temp 175–200°F, and amps within a few percent of nameplate. Leave the numbers on the service tag.