Course Outline

2.5 Days

15 Core Modules

Lubrication PM Optimisation And Design

  • Five questions to ask about every lubrication PM
  • How to rationalize and modernize your lubrication PMs
  • What causes grease dry-out and when it should be refreshed

Troubleshooting Lubrication Problems

  • How to troubleshoot lubrication problems effectively
  • Four troubleshooting data-collection guidelines 
  • How to recognize wear patterns on gear teeth
  • 28 tips for preventing gear failures
  • How to effectively troubleshoot bearing failures

 Lubrication and Oil Analysis Metrics

  • Four metrics for measuring lubrication effectiveness
  • How to track costs and savings
  • Measuring the impact of lubrication excellence on RONA

Oil Drains, Flushing and Reservoir Management

  • 10 ways to ensure sump lubricant health
  • How to optimize interval-based oil changes
  • Strategies for condition-based oil changes
  • How to use a bleed-and-feed strategy for extending oil drains
  • How to trend oil consumption ratios
  • Best practices for oil draining and refilling
  • Checklist of important machine accessories for inspections and sampling
  • Seven strategic machine accessories for contamination control

Accessorizing New Equipment for Lubrication Excellence

  • Checklist of important machine accessories for inspections and sampling
  • 7 strategic machine accessories for contamination control

Lubricating Grease Application

  • What to do before and after installing an electric motor
  • How to calculate ideal relubrication volume for electric motors
  • How to optimize bearing regreasing intervals
  • Strategy for ultrasonic/ sonic-based regreasing volume
  • How to determine bearing grease fill levels

Lubricant Application

  • 7 important guidelines for lubricating plain bearings
  • Considerations for proper worm gear lubrication
  • Best practices for selecting and applying open gear lubricants
  • Relubrication frequency recommendations for gear and grid couplings
  • 14 best practices for steam turbine lubrication
  • Best practices for process pump lubrication
  • Best practices for lubricating compressors

Lubrication Fundamentals

  • Factors that influence hydrodynamic lubrication
  • Five things that can change oil film thickness
  • How gear speed influences lubrication
  • Seven lubrication factors for finding the “sweet spot” for energy consumption

Base Oils

  • API base oil groups and why they are important
  • How synthetic base oil properties compare
  • Strengths, weaknesses and applications for six synthetic base oils
  • Compatibility of eight seal materials with different fluid types

Viscosity and Viscosity Index

  • Understanding the viscosity/temperature chart
  • Cold-temperature motor oil viscosity basics
  • How oil aging affects oil viscosity
  • How slight errors in viscosity selection can result in wear and energy losses
  • How to convert required operating temperature viscosity to ISO viscosity grades

Oxidation and Thermal Stability

  • How antioxidants alter oil life
  • How oxidation stability is measured and why it’s important
  • Why varnish, sludge and deposits are a problem
  • The typical sequence of events leading to varnish

Air Release and Foam Control

  • Causes of poor air release and foaming in oil
  • How to know when oil foam is a problem and how to troubleshoot
  • Strategies for controlling aeration and foam

Lubricant Degradation

  • How to detect mixed lubricants
  • Five ways lubricants degrade irreparably
  • Nine ways additives are rendered useless
  • Lubricant shelf life – factors to control

Leakage Stability

  • How fluid properties affect seal performance
  • How to use dye for efficient leak detection
  • Pros and cons of quick stop leak agents

Lubrication Selection and Consolidation

  • The Seven critical factors when selecting grease
  • Properties of grease that affect pumpability
  • How service temperature affects different grease types
  • How grease properties change due to incompatible mixtures
  • Importance of grease properties by application
  • Eight critical factors for selecting a lubricant
  • Basic and advanced approaches for consolidating lubricants
  • Matching lubricants to machines based on robustness, price and usage
  • Managing the lubricant vendor service and delivery quality
  • How new lubricant quality can be compromised
  • How to read an oil can
  • How to determine when to select a monograde vs. a multigrade oil
  • Using bearing speed factors to determine NLGI numbers
  • Selection criteria for electric motor grease
  • 10 desired properties for refrigeration lubricants
  • Five requirements for gear oils and why they are important
  • How to decide when synthetic gear lubes are required
  • Three methods for selecting gear oil viscosity
  • Conditions when synthetic hydraulic fluids may be required
  • How to select the correct hydraulic fluid viscosity
  • How the hydraulic fluid selection process can save money
  • Four important characteristics every chain lubricant should have

Who should attend:


What you’ll take back with you

Certification with ICML


Lubrication PM Optimisation and Design

Troubleshooting Lubrication Problems

 Lubrication and Oil Analysis Metrics

Oil Drains, Flushing and Reservoir Management

Accessorizing New Equipment for Lubrication Excellence

Lubricating Grease Application

Lubricant Application

Lubrication Fundamentals

Base Oils

Viscosity and Viscosity Index

Oxidation and Thermal Stability

Air Release and Foam Control

Lubricant Degradation

Leakage Stability

Lubrication Selection and Consolidation

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 &


Lubrication School Level 2

No public training currently listed for this course
22 Hours, Self-paced
365 Days Access
$1695 +GST

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The knowledge and practical steps imparted during Asset Schools have proven to be invaluable for the overall improvement across the business in greater availability and reduced unit lifecycle costs. Attendance at the Asset Schools portfolio of courses is now a foundation requirement for our team of planners due to the business and personal development benefits.

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Senior Manager

Asset Health Newmont



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