Course Outline

1 Day

11 Core Modules

How Lubrication Affects Machine Reliability

  • Financial benefits from achieving lubrication excellence
  • 4 equipment maintenance strategies and when each applies

 Lubrication Fundamentals

  • Six important functions of lubricating oils
  • How oils and greases are formulated and why it is important
  • How friction is generated in lubricated machinery
  • The importance of oil film thickness and critical clearances

Additives, Based Oils and Grease Thickeners

  • How lubricant properties irreparably change
  • Seven important physical properties of a base oil
  • The importance of API's five base oil categories
  • What causes grease to dry out and 18 ways to prevent it
  • How to detect the root causes of lubricant oxidation
  • When to select 1 of the 6 most used synthetic base oils
  • How to use temperature to determine the right base oil for your machine
  • How to select grease thickeners for your application

Lubricant Performance Properties

  • Key additives that enhance lubricant performance
  • Viscosity grades, measurement and reporting
  • Why Viscosity Index is important
  • Oil viscosity changes and how to set monitoring limits
  • Lubricant performance tests & reporting
  • How water contamination generates other contaminants
  • How to control and eliminate aeration problems

Grease Application Methods

  • How to protect against incompatible grease mixtures
  • Best practices for the maintenance of grease guns and fittings
  • Best practices for greasing motor bearings
  • How to control pressure when greasing bearings
  • The unique problems caused by over-greasing
  • 3 critical instructions to give your electric motor rebuild shop
  • Comparing single- and multi-point lubrication options
  • Best practices for the maintenance of grease guns and fittings
  • Best practices for ultrasonic/sonic-based greasing

 Oil Application Methods

  • Overview of oil lubrication methods/devices
  • Protect against problems caused by constant-level oilers
  • Overview of single-point direct lubrication systems

Contamination Control

  • Strategies for building reliability through contamination control
  • The seven most destructive contaminants and how to control them
  • Specific steps for managing a proactive lubricant maintenance program
  • The ISO Solid Contaminant Code – understand and track it
  • 10 ways to get more mileage out of portable filter carts
  • How dirt, metal particles and soot mechanically destroy machine surfaces
  • Guidelines for controlling machine surface fatigue and extending machine life
  • The #1 cause of machine wear and how to manage it
  • 4 ways water contamination attacks lubricant additives
  • Managing the root causes of foam and aeration
  • Best practices for excluding and removing contaminants
  • How oil filters are rated
  • Best practices for water contamination from oil
  • The unique problems created by varnish

Oil Drains, Flushing, and Reservior Management

  • How to optimize and extend oil change intervals
  • Interval vs. condition-based oil changes – pros and cons
  • Best practices for oil changes
  • Know how and when to perform a flush
  • The best procedures for oil draining and refilling

Storing, Handling And Managing Lubricants

  • How to set up a world-class lube room
  • How to know when to reject a new oil delivery
  • Used lubricant storage, handling, and disposal best practices
  • Bulk lubricant storage do’s and don’ts
  • Guidelines for storing and handling drums
  • Lubricant dispensing options and what you must avoid
  • Lubricant coding and identification systems – what works and what doesn’t
  • Portable oil transfer and filter carts selection advice
  • How and where to store oil transfer and filter carts
  • Understanding and managing lubricant storage life
  • Keeping grease fresh – best practices for storage

Lubricant Failure

  • Know the factors which contribute to lubricant failure
  • Thermal and oxidation process and its effects on lubricants and additives
  • Identify common wear mechanism caused by debris
  • Recognize what causes lubricant degradation
  • Recognize the byproducts of lubricant failure and wear debris

Essential Field Inspections

  • 12 questions your oil filter will answer about your machine
  • Visual inspections you can get big results from right now
  • Quick tips for using scent, sound, and touch to inspect lubricants


How Lubrication Affects Machine Reliability

Lubrication Fundamentals

Additives, Based Oils and Grease Thickeners

Lubricant Performance Properties

Grease Application Methods

Oil Application Methods

Contamination Control

Oil Drains, Flushing, and Reservior Management

Storing, Handling and Managing Lubricants

Lubricant Failure

Essential Field Inspections

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Your Instructors

Michael Hooper

Michael Hooper

Tutor, Analyst and Technical Author

Noria Corporation

40 years lubrication & oil analysis expert across multiple continents. Noria Services Training Consultant. Managed labs & LIMS development. Author & presenter on lubrication & analysis.

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Greg Romer

Greg Romer

Lubrication Technical Specialist

Hydrocarbon Program Consultancy

20+ years Specialised Maintenance Technician in Lubrication. Expert in strategies, risk mitigation, 5S, & training courses for tangible results. Qualifications: ICML-LLA1, MLT1, MLA3, MLE, and more.

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Asset Schools give peace of mind that the investment in our Maintenance and Reliability professionals will provide a great return to both them and the business.

Gwyn Garland

Senior Manager

Asset Health Newmont

Asset Management School was absolutely fantastic! Not just the content, but also the networking evening, the whole experience. Despite 23 years as a maintenance engineer and planner, I learnt so much to take back to apply in my business.

Salman Rashed

Assets Maintenance Planner

Waikato Regional Council



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