This course is designed to provide basic lubrication skills to those who need to perform first-line lubrication maintenance tasks – including safe isolation, replacement and testing of a range of devices.) – in a safe and effective manner. Importantly, the format of the course is specifically designed so that, when combined with suitable on-site consolidation of training, it will assist in meeting the requirements for employee competence. If you are not using the correct lubricant at the right time in the right quantity and in the right place, you could be doing your equipment more harm than good. Modern lubrication programs have changed considerably from “old school” methods that have been passed down through generations. This course contains a strategic collection of the very best practices for applying and managing lubrication activities that you can take back and begin using right away.



No prior knowledge is assumed. The structure and content of the course is aimed at those who currently fulfil a maintenance role, for example mechanical fitters. Many companies use this course to help introduce flexibility to their workforce, as part of a multiskilling programme.

This course is recommended for skilled trades, supervisors and anyone involved in  maintenance and operations.



The course has an extensive ‘hands-on’ practical approach, placing emphasis on safe working practice and on the development of useful, practical skills. Comprehensive course notes are provided.



You will Gain Practical New Skills That You Can Use Right Away

  • This course will empower you with the knowledge to understand important lubricant properties and strategies to select the correct lubricant for each machine application.
  • Learn how maintenance programs design lube storage areas, dispensing stations and transfer carts.
  • Learn the newest methods for implementing the best lubrication practices.
  • Learn proper grease gun practices.
  • Learn how to get data-rich oil samples, exactly where to install oil sampling ports, and what sampling equipment should and should not be used.



On completion of the course, participants will be able to

  • Practice safe working methods and systems
  • Understand the relevant requirements
  • Demonstrate an understanding of relevant principles and units
  • Identify a wide range of equipment and understand their principles of operation
  • Diagnose basic faults and recognise their associated symptoms
  • Work with a range of lubricants
  • Recognise and understand the operational and maintenance requirements of equipment
  • Use test equipment effectively
  • Identify faults
  • Use diagrams as an aid to maintenance
  • Understand the operating principles associated with the said equipment.
  • Understand typically used control systems.
  • Understand the interpretation of test results



Design Managers / Engineers, Facility Managers / Engineers, Facility Supervisors, Plant Engineers, Maintenance Engineers, Process Engineers, technicians etc.





How Lubrication Affects Machine Reliability
• Financial benefits from achieving lubrication excellence
• Four equipment maintenance strategies and when each applies
• Important implementation steps to lubrication excellence

Lubrication Fundamentals
• Six important functions of lubricating oils
• How oil 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 commonly 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
• What causes oil viscosity to change and how to set monitoring limits
• Lubricant performance tests and reporting – what you need to know
• How water contamination generates other contaminants
• How to control and eliminate aeration problems

Lubricating Oil Application Methods
• Overview of oil lubrication methods and 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
• How to protect against problems caused by constant-level oilers
• Overview of single-point direct lubrication systems

Lubricating Grease Application Methods
• How to protect against incompatible grease mixtures
• Advantages and 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 – specific steps to eliminate
• Comparing single- and multi-point lubrication options
• How to calculate greasing intervals and quantity
• Best practices for ultrasonic/sonic-based greasing

Journal Bearing Lubricants
• The 8 most common journal bearing lubrication problems
• How to select the correct lubricant for journal bearings based on viscosity and speed

Rolling-element Bearing Lubricants
• The nine critical factors affecting rolling-element bearings lubricant selection
• How to convert operating viscosity to ISO viscosity grades

Gear Lubricants
• 5 key requirements for gear oil
• How to select the best viscosity for a gear lubricant
• Best practice guidelines for storing spare gearboxes – lubrication matters
• 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



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 – what you need to know
• Hydraulic system maintenance best practices – 21 point checklist

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 and 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 causes 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
• How water contamination attacks lubricant additives
• How to set limits for water-in-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
• Calculating the clean-up rate for portable filters
• Best practices for removing water contamination from oil
• The unique problems created by varnish – how to remove and stop it

Oil Drains, Flushing, and Reservoir Management
• How to optimize and extend oil change intervals
• Interval vs. condition-based oil changes – pros and cons
• Matrix 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
• How to optimize your lubricant selection and procurement process
• How to 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 does not
• 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
• World-class strategies for accessorizing equipment for lubrication excellence
• Seven critical accessories for lubricant inspection and sampling
• The right machine accessories for effective contamination control

Used Oil Sampling and Analysis Fundamentals
• What oil analysis can tell you
• Types and categories of oil analysis
• Applications of 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