Foundational training in industrial lubricants, machinery lubrication and oil sampling



The Level 1 curriculum topics are designed to answer some of the most pressing questions about lubrication:

How do I choose the correct viscosity for each of my applications?

How do I make management understand the importance of proper lubrication for machine reliability?

How do I design a safe and efficient oil storage area?

Should I use oil reclamation to reduce our consumption of lubricants?

How can I extend drain intervals without risking machine health?

Should I just go with my OEMs lubricant recommendation or is there a better alternative?

How do I know the optimum point to change an oil?

  • How Lubrication Affects Machine Reliability

    • The causes of machine failure
    • The importance of choosing the right maintenance strategy
    • Identify your current maintenance strategy and how it impacts profitability
    • Effective lubrication strategies that prevent failure
    • Differentiate when to apply preventive, proactive and predictive maintenance
  • The Fundamentals of Tribology

    • The six components of a tribological system and their importance to reliability
    • Six important functions of lubricants
    • The fundamental relationship between speed, load and viscosity
    • How friction is generated and the impact of wear in lubricated machinery
  • Key Lubricant Additives

    • The three important roles of an additive and how they work to increase lubricant effectiveness
    • Eight key additives that enhance lubricant performance and how to choose the right one
  • Grease Lubricants

    • How to select grease thickeners for your application
    • How to avoid potential compatibility and performance challenges with more than 13 different types of thickeners
    • Using the NLGI to choose the right grease
    • What causes grease to dry out and 18 ways to prevent it
  • Journal & Bearing Application

    • The eight most common journal bearing lubrication problems
    • How to select journal bearing viscosity based on speed and load factors
  • Lubricant Application

    • Lubrication considerations based on machine type
    • How environmental and operational influences affect the lubricant selection process
  • Lubricant Fundamentals

    • The three lubricant film types and the importance of film thickness and critical clearances
    • How kinematic and absolute viscosity are measured
    • The impact of temperature when determining viscosity selection for your machine
    • What causes oil viscosity to change
    • Viscosity index and more than 10 characteristics that impact lubricant selection
    • How oils and greases are formulated
    • The difference between mineral, synthetic and vegetable base oils and when to use each
    • Seven important physical properties of a base oil
    • The importance of the API’s five base oil categories
    • When to select one of the six most commonly used synthetic lubricants and how they differ from mineral bases
    • How to interpret ISO, SAE viscosity grades and make the right choice for your application
    • Lubricant performance tests and reporting
  • Food-Grade & Environmentally Friendly Lubricants

    • Important requirements for food-grade lubricants
    • What you need to know about food-grade additives, base oils and grease thickeners
  • Used Oil Sampling & Analysis Fundamentals

    • Application, types and categories of oil analysis that assure lubrication effectiveness
    • Learn industry best practices for oil sampling, including valve and hardware recommendations
    • Develop a sampling procedure that identifies machines to sample and optimises sampling intervals
    • Advice for sampling hard-to-reach machines and circulating systems
    • Safe, effective, high-pressure sampling from hydraulic systems
    • Select from more than 15 different oil analysis tests to find the right data
  • Equipment Specific Lubrication

  • Lubricating Oil Application Methods

    • How to use oil mist and other automatic lubrication methods
    • Using pressure spray methods for gearboxes
    • How to protect against problems caused by constant-level oilers
    • Overview of single-point direct lubrication systems
  • Hydraulic Fluids

    • How to select the ideal hydraulic fluid viscosity for gear, vane and piston pumps
    • Nine key hydraulic fluid requirements
    • Specific conditions that may require a synthetic hydraulic fluid
    • Fire-resistant hydraulic fluids - what you need to know
    • Hydraulic system maintenance best practices - 21-point checklist
  • Lubricating Grease Application Methods

    • Advantages and disadvantages of centralised lubrication systems
    • Best practices for greasing motor bearings
    • The unique problems caused by over-greasing - specific steps to eliminate
    • Three critical instructions to give your electric motor rebuild shop
    • Comparing single-point and multi-point lubrication options
    • How to calculate greasing intervals and quantity
    • Best practices for ultrasonic and sonic-based greasing
  • 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 all your senses to inspect lubricants
    • Design and inspect for lube excellence
    • World-class strategies for accessorising equipment for lubrication excellence
    • The critical machine accessories for lubricant inspection, sampling and effective contamination control
  • Contamination Control

    • The seven most destructive contaminants that contribute to lubricant failure and how to control them
    • The thermal and oxidation process and its effects on lubricants and additives
    • Recognise what causes lubricant degradation
    • Recognise the by-products of lubricant failure and wear debris
    • Distinguish 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
    • The ISO Solid Contaminant Code - understand it and track it
    • 10 ways to get more mileage out of portable filter carts
    • Guidelines for controlling machine surface fatigue and extending machine life
    • The No.1 cause of machine wear and how to manage it
    • Best practices for excluding and removing contaminants for extending machine life
    • The right way to control contamination in tanks and sumps
    • How oil filters are rated
    • Calculating the clean-up rate for portable filters
    • Best practices for removing water contamination from oil
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