1. HOW LUBRICATION AFFECTS MACHINE RELIABILITY
Financial benefits from achieving lubrication excellence
Four equipment maintenance strategies and when each applies
2. 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
3. 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
4. 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
5. 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
6. 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
7. JOURNAL BEARING LUBRICANTS
The eight most common journal bearing lubrication problems
How to select journal bearing viscosity based on speed
8. ROLLING-ELEMENT BEARING LUBRICANTS
Nine factors affecting rolling-element bearing lubricant selection
How to convert required operating temperature viscosity to ISO viscosity
9. 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
10. 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
11. 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
12. 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
13. 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
14. 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
15. 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
16. 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
17. 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
18. 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
19. 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
20. 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
The brilliant Michael Hooper from world class lubrication specialists Noria, shares his knowledge and expertise to facilitate and train our Schools. He is also an experienced technical author, and has managed and set up numerous oil analysis laboratories. Fields of Specialisation: Machinery Lubrication, Reliability Engineering, Lubricant Analysis, Oil Analysis, Bearing Failure Analysis, Filtration and Separation, Grease Analysis, Condition-Based Maintenance, Lubricant Contamination Control, Hydraulic Fluids, Particle Analysis, Motor Oils and Engine Lubrication and Predictive Maintenance.
