The Application of Asset Management

• Aligning Asset Management with Work Delivery
• Defining Continuous Improvement for Assets
• Interpreting the Asset Management Standards
• Engagement with Senior Management

Understanding the Organisation

• Working with Multiple Teams work to Deliver Asset Management
• Roles and Team Interfaces
• Results when Essential Functions are Missing
• Applying Policy and Strategy to People

Specifying Asset Management Strategy

• Defining the Asset Management Strategy
• Asset Management Objectives which are SMART
• Details of assets, their Design and Operational Requirements
• Applying Strategy
• Measuring the Performance of the Asset Management Strategy

Using Asset Management Plans

• Risk Management
• Measuring Risk in the Assets
• Asset Management Plan
• Forming Proposals of Work and Portfolio Management
• Avoiding Backlog in the Asset Management Plan

Condition Assessments, Life Cycle Costs and the Capital Plan

• Understanding Life Cycle Costs
• Requirements for Condition Assessments for Critical Assets
• Inspecting Assets and Adjusting Life Forecasts
• Generating the Capital Plan
• Technical Change Management

Feasibility Studies, Commissioning and Life Cycle Implications

• Specifications for the Pre-Feasibility Study
• Life Cycle Implications of the Feasibility Study
• Requirements for Manufacturing and Construction Quality
• Commissioning Assets

Operations, Maintenance and Reliability

• Life Cycle Management of In-Service Assets
• Avoiding Early Retirement and Unnecessary Waste
• Using Information Inform Asset Management Decision Making
• Tailoring Reliability Support for Decision Making
• Cultural implications of ISO 55000 s

Continual Improvement in Asset Management

• Continuous Improvement
• Measuring Improvement over the Long Term
• Internal Auditing
• Performance Measurement
• Reporting to Senior Management

The Enterprise Asset Management System

• Elements of the EAMS
• Links to other systems
• Competencies and Access to the System
• Contractors and the EAMS
• Reporting tools

Master Data Management

• Assets
• Preventive maintenance
• Supply and materials
• Safety and permits
• Inspection management

Configuration Management

• Purpose of configuration management
• Configuration control
• Configuration auditing
• Configuration change
• Maturity in configuration management

Budget Management

• Annual works plan
• Provisions
• Monthly budget control
• Cost tracking in works delivery
• Management of contract expenditure

Planning Standard

• Requirements for specifying work
• Work scope management – managing specification of work plus stored jobs
• Materials management – consumables, stock and direct purchase
• Safety management and permits control
• Rough cut scheduling – work priorities, procurement and earliest start dates

Schedule Management

• Roster management
• Scheduling access including outages/turnarounds access plus parent jobs
• Schedule loading and resources levelling
• Forward log consolidation and standard meetings/approvals
• Schedule lock and reporting

Team Coordination

• Effective communication for teams to control work
• Weekly run sheets
• Balancing work in a week/daily scheduling
• Managing break-in work
• Handling work not started

Performance Measurement

• EAMS blueprint compliance measures
• Budget reporting
• Critical spares management
• Scheduled work delivery
• Plant reliability risks

The Application of Asset Management

• Aligning Asset Management with Work Delivery
• Defining Continuous Improvement for Assets
• Interpreting the Asset Management Standards
• Engagement with Senior Management

Understanding the Organisation

• Working with Multiple Teams work to Deliver Asset Management
• Roles and Team Interfaces
• Results when Essential Functions are Missing
• Applying Policy and Strategy to People

Specifying Asset Management Strategy

• Defining the Asset Management Strategy
• Asset Management Objectives which are SMART
• Details of assets, their Design and Operational Requirements
• Applying Strategy
• Measuring the Performance of the Asset Management Strategy

Using Asset Management Plans

• Risk Management
• Measuring Risk in the Assets
• Asset Management Plan
• Forming Proposals of Work and Portfolio Management
• Avoiding Backlog in the Asset Management Plan

Condition Assessments, Life Cycle Costs and the Capital Plan

• Understanding Life Cycle Costs
• Requirements for Condition Assessments for Critical Assets
• Inspecting Assets and Adjusting Life Forecasts
• Generating the Capital Plan
• Technical Change Management

Feasibility Studies, Commissioning and Life Cycle Implications

• Specifications for the Pre-Feasibility Study
• Life Cycle Implications of the Feasibility Study
• Requirements for Manufacturing and Construction Quality
• Commissioning Assets

Operations, Maintenance and Reliability

• Life Cycle Management of In-Service Assets
• Avoiding Early Retirement and Unnecessary Waste
• Using Information Inform Asset Management Decision Making
• Tailoring Reliability Support for Decision Making
• Cultural implications of ISO 55000 s

Continual Improvement in Asset Management

• Continuous Improvement
• Measuring Improvement over the Long Term
• Internal Auditing
• Performance Measurement
• Reporting to Senior Management

Establishing the Importance of Good Lubrication

• How lubrication affects machine reliability and life-cycle cost
• Direct and indirect financial benefits of lubrication excellence
• Equipment maintenance strategies (run-to-failure, preventive, predictive, proactive)

Lubrication Theory

• Functions of lubricants in use
• Fundamentals of friction, wear, and lubrication regimes (boundary, mixed, hydrodynamic, elastohydrodynamic)
• How oil film thickness protects surfaces
• Critical clearances in machine components
• The Stribeck curve and its applications in machine design and maintenance

Raw Materials (Base Oils, Additives & Thickeners)

• Where base oils come from
• API’s five base oil groups and their significance
• Synthetic base oils, properties and selection in lubricants
• The role of base oil viscosity in protection of equipment
• Functions of additives
• Properties that are affected by additives
• Grease thickeners and selection
• Simple versus complex greases
• NLGI grease grades

Manufacturing Lubricants

• Overview of lubricant blending
• Quality assurance in blending and additive treat rates
• How formulation impacts performance and cost
• Setting expectations from suppliers
• The importance of product traceability

Lubricant Properties

• Key performance properties of lubricanting oils (viscosity, VI, pour point, flash point, demulsibility, air release, foaming tendency)
• Key properties of lubricating greases (consistency, dropping point, water resistance)
• How properties impact selection

Selection of Lubricants

• Selection of lubricants for plain bearingsSelection of lubricants for rolling element bearings
• Calculating speed factors and kappa ratios
• Choosing between oil and grease for bearing lubrication
• Factors impacting lubrication of reciprocating engines
• Viscosity selection of engine oils
• API and ACEA classifications
• How modern engine oil additives impact exhaust aftertreatment systems
• Lubricant selection for geared systems, including automotive, industrial and open gears
• Lubricating requirements of hydraulic oils
• How hydraulic system components affects selection
• Mobile versus fixed plant hydraulics
• How types of compressors affect selection
• How gas type affects compressor oil selection
• Turbine oils and their selection criteria
• The impact of varnish on turbine systems
• Other ancillary lubricants
• Lubricant consolidation programs

Storage and Handling

• Understanding the impact of contaminants on asset life
• Identifying sources of contaminants
• Target cleanliness setting
• Understanding the journey of lubricants from manufacturing to the customer
• World-class lube room design and setup
• Bulk oil storage do’s and don’ts
• Drum and tote handling guidelines
• Grease storage best practices to prevent hardening/drying
• Lubricant identification and colour-coding systems
• Shelf-life management
• Dispensing best practices

Application of Lubricants

• Oil application methods (bath, splash, circulation, mist, spray, constant-level oilers)
• Understanding the impact of oil level control on the lubrication of the system
• Grease application methods (manual, centralised, single-point, multi-point, ultrasonic-assisted)
• Consequences of under- or over-greasing
• Understanding the health and safety risks of manual and battery-powered grease guns
• Calculating grease re-lubrication intervals and quantities
• Maintenance requirements for centralised grease systems

Maintenance of Lubricants

• How to set up and maintain lube routes and schedules
• Visual inspection of lubricant systems
• Maintaining constant oil level
• Headspace management to reduce lubricant contamination
• Selection and maintenance of dessicant breathers
• Condition-based vs interval-based oil changes
• Bleed-and-feed strategy for extending drains
• Best practices for oil changes, flushing, and reservoir cleaning
• Metrics for tracking lubricant consumption and efficiency

Contaminant Removal

• The seven most destructive contaminants (particles, water, air, fuel, soot, glycol, process chemicals)
• Filtration and separation technologies (depth, surface, centrifugal, vacuum dehydration)
• How tight can we safely filter oil?
• Portable filter cart use and best practices
• Exclusion vs removal strategies
• Types of water in oil, and measuring water content
• Water removal, and selection of water removal equipment
• Understanding the different types of air in oil
• Consequences of foaming and entrained air in oil
• Strategies for reducing entrained air in oil
• Measuring air release and foam performance

Degradation of Oil

• Causes of oxidation, thermal breakdown, and additive depletion
• Understanding degradation accelerators
• Identifying applications where oil degradation is a going concern
• Varnish formation and its consequences
• By-products of degradation (sludge, acids, deposits, viscosity loss through shear)
• Recognising degradation through oil analysis tests (RULER, FTIR, MPC, TAN/TBN)

Machine Wear

• Common wear mechanisms: adhesive, abrasive, corrosive, fatigue, erosive
• Debris generation and secondary wear
• Surface fatigue from contamination
• Wear particles as indicators of machine condition
• Most common wear mechanisms in engine bearings, rolling bearings, gears and hydraulic pumps

Used Oil Sampling

• Sampling theory and why it matters
• “Getting a representative sample”
• What information should be recorded at time of sampling
• Primary and secondary sampling points
• Sampling methods for circulating, splash, and hydraulic systems
• High-pressure hydraulic sampling safety
• Common sampling errors and how to avoid them
• Optimising sampling frequency

Testing of Used Lubricants

• Core oil analysis tests (viscosity, water, particle count, elemental spectroscopy)
• Differences in spectrometric methods and how it impacts results
• Specialised tests for degradation (FTIR, RULER, MPC)
• Understanding the different way to measure iron in oil
• Grease analysis methods and applications
• Choosing the right tests for the machine/application
• Program justification

Analysis of Used Lubricants

• Trending data vs single-point interpretation
• Setting alarms and limits
• Interpreting results for wear, contamination, and degradation
• Integrating oil analysis into reliability programs
• Application-specific trends
• Case studies of failure prevention through oil analysis