Course Outline

2.5 Days

20 Core Modules

How Lubrication Affects Machine Reliability

  • Financial benefits from achieving lubrication excellence
  • Four 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

Understanding Additives, Base 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 one of the six 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 and reporting
  • How water contamination generates other contaminants
  • How to control and eliminate aeration problems

Lubricating Grease Application Methods

  • How to protect against incompatible grease mixtures
  • Advantages/disadvantages of centralized lubrication systems
  • 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
  • How to calculate greasing intervals/quantity
  • Best practices for ultrasonic/ sonic-based greasing

Lubricating Oil Application Methods

  • Overview of oil lubrication methods/devices
  • How to use oil mist and other automatic lubrication methods
  • Using pressure spray methods for gearboxes
  • Best practices for the maintenance of grease guns and fittings
  • Protect against problems caused by constant-level oilers
  • Overview of single-point direct lubrication systems

Journal Bearing Lubricants

  • The eight most common journal bearing lubrication problems
  • How to select journal bearing viscosity based on speed

Rolling-Element Bearing Lubricants

  • Nine factors affecting rolling-element bearing lubricant selection
  • How to convert required operating temperature viscosity to ISO viscosity

Gear Lubricants

  • Five key requirements for gear oil
  • How to select the best viscosity for a gear lubricant
  • Best practice guidelines for storing spare gearboxes
  • 10 conditions that may require synthetic gear lubricants
  • Lubrication best practices for enclosed gears – a 12-point checklist
  • Mastering the challenges of open gear lubrication

Automotive And Mobile Equipment Drive-Line Lubricants

  • How to read a motor oil label: what matters
  • The six critical objectives a motor oil must accomplish
  • Understanding API service classifications for engine and gear oils
  • Service classifications for automotive greases – how to select
  • Extending engine life – surprising engine oil filter study results

Compressor Lubricants

  • Steps you can take right now to combat compressor lubricant failure
  • The most common compressor lubricant stressors
  • When to use synthetic compressor lubricants and why

Steam And Gas Turbine Lubricants

  • Why turbine/generator lubricants are the No. 1 contributor to forced outages
  • Comparing steam and gas turbine oils – how they differ
  • Checklist for best-practice steam turbine lubrication

Hydraulic Fluids

  • How to select the ideal hydraulic fluid viscosity for gear, vane and piston pumps
  • Nine key hydraulic fluid requirements and why they matter
  • Specific conditions that may require a synthetic hydraulic fluid
  • Fire-resistant hydraulic fluids
  • Hydraulic system maintenance best practices

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 it, 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 No. 1 cause of machine wear and how to manage it
  • How to set realistic cleanliness levels for lubricants
  • Effective lubricant contamination control strategies for extending machine life
  • 4 ways water contamination attacks lubricant additives
  • How to set limits for watering-oil contamination
  • Managing the root causes of foam and aeration
  • Best practices for excluding and removing contaminants
  • The right way to control contamination in tanks and sumps
  • How oil filters are rated
  • Best practices for removing water contamination from oil
  • The unique problems created by varnish

Oil Drains, Flushing And Reservoir Management

  • How to optimize and extend oil change intervals
  • Interval vs. condition-based oil changes – pros and cons
  • Metrics for monitoring lubricant consumption
  • Best practices for oil changes
  • Know how and when to perform a flush
  • The best procedures for oil draining and refilling
  • How and when to use the bleed-and-feed strategy for extending oil drains
  • Selecting the right cleaning and flushing procedures

Storing, Handling And Managing Lubricants

  • How to set up a world-class lube room
  • How to know when to reject a new oil delivery
  • Implement a lubricant consolidation program and select suppliers
  • 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

Design And Inspect For Lube Excellence

  • Accessorizing equipment for lubrication excellence
  • Seven critical accessories for lubricant inspection and sampling
  • The right machine accessories for effective contamination control

Lubricant Failure

  • Know the factors that contribute to lubricant failure
  • Thermal and oxidation processes and their effects on lubricants and additives
  • Common wear mechanisms caused by debris
  • Recognize what causes lubricant degradation
  • Recognizing the by-products of lubricant failure and wear debris
  • Distinguishing the specific test that measures the forms of lubricant degradation and wear debris monitoring
  • Interpret data to set alarms and limits based upon test results

Used Oil Sampling And Analysis Fundamentals

  • Types and categories of oil analysis
  • Applications for oil analysis
  • Overview of oil analysis tests
  • Elements of a successful oil analysis program
  • How clean should oil sample bottles be?
  • How to find the best sampling locations
  • Oil sampling valve and hardware recommendations
  • A quick method for optimizing sampling intervals
  • An oil sampling technique that ruins trending
  • The importance of primary and secondary sampling points
  • Advice for sampling hard-to-reach machines
  • How to properly sample circulating systems
  • Safe, effective high-pressure sampling from hydraulic systems

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

Who should attend

Overview

Certification

Snapshot

How Lubrication Affects Machine Reliability

Lubrication Fundamentals

Understanding Additives, Base Oils And Grease Thickeners

Lubricant Performance Properties

Lubricating Grease Application Methods

Lubricating Oil Application Methods

Journal Bearing Lubricants

Rolling-Element Bearing Lubricants

Gear Lubricants

Automotive And Mobile Equipment Drive-Line Lubricants

Compressor Lubricants

Steam And Gas Turbine Lubricants

Hydraulic Fluids

Contamination Control

Oil Drains, Flushing And Reservoir Management

Storing, Handling And Managing Lubricants

Design And Inspect For Lube Excellence

Lubricant Failure

Used Oil Sampling And Analysis Fundamentals

Essential Field Inspections

Need more info?

Get in touch with our team

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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Enquiries &

Booking

Lubrication School Level 1

Location
Date
Price
Brisbane, QLD
Instructor-led, classroom learning
2024-10-23
Oct 23
25 Oct
2024
2695
$2695 +GST
Perth, WA
Instructor-led, classroom learning
2024-11-18
Nov 18
20 Nov
2024
2695
$2695 +GST
Brisbane, QLD
Instructor-led, classroom learning
2025-06-16
Jun 16
18 Jun
2025
2695
$2695 +GST
Online
22 Hours, Self-paced
365 Days Access
$1695 +GST

Private Courses

Whether you have 15 or 1500 people to train, our schools can be offered at a time and location most convenient for your company.

Your Learning

Pathway

Asset Schools training courses can be completed individually at any time, but have you considered planning a Learning Pathway? For example:

Still unsure about something?

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Our Clients

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

Asset Management School is a great investment for experienced Maintenance Practitioners who want to fine tune their skills, or for new entrants to use it as a sound starting base to the industry.

Roh Perera

Underground Planning Supervisor

Macmahon

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