Main Training Program

MACHINERY LUBRICATION

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INTRODUCTION FOR MACHINERY LUBRICATION

The Machinery Lubrication course is most beneficial for maintenance, reliability and operations professionals who are directly responsible for lubrication tasks. Planners, supervisors and managers and others can also gain valuable insights into lubrication program gaps, cost-saving opportunities and data-driven decision-making from this course.

Understanding the overall health and well-being of your equipment can improve your profitability and provide a competitive edge. Lubrication management and oil analysis are focused on getting the most out of their equipment.

 

KEY OBJECTIVES

  • Understanding the classification of lubricants.
  • Understanding the suitability for the purpose and conditions under which lubrications are
  • Understanding the various lubrication terms used.
  • Understanding what Hydrodynamic lubrication is.
  • Understanding the properties and function of lubrication and how to choose a lubrication.
  • Distinguishing between the various lubricating devices.
  • Understanding the working principle of lubricating devices.
  • Understanding the reasons why cutting fluids and cutting oils are used in workpieces

 

WHO SHOULD ATTEND

  • Maintenance Managers
  • Maintenance Engineers and Supervisors
  • Maintenance Line Leaders
  • Manufacturing and industrial engineers
  • Predictive maintenance technicians
  • Reliability engineers

 

METHODOLOGY

Comprise the following training methods:

  • Lectures
  • Seminars & Presentations
  • Group Discussions
  • Assignments
  • Case Studies & Functional Exercises

 

COURSE CONTENT

Module 1

Lubrication Fundamentals

  • Important functions of lubricating oils
  • How oils and greases are formulated and why it is important
  • How friction is generated in lubricated machinery

 

Module 2

How Lubrication Affects Machine Reliability

  • Financial benefits from achieving lubrication excellence
  • Five equipment maintenance strategies, and when each applies
  • Important implementation steps to lubrication excellence
  • Roadblocks to achieving lubrication excellence

 

Oil Drains, Flushing, and Reservoir Management

  • How to optimize and extend oil change intervals
  • Interval vs. condition-based oil change
  • How to monitor lubricant consumption
  • Best practices for oil changes
  • How and when to perform a flush
  • Selecting appropriate cleaning and flushing procedures

 

Module 3

Lubrication Fundamentals

  • 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

 

Module 4

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
  • 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

 

Module 5

Lubricant Performance Properties

  • Understanding viscosity grades, measurement, and reporting
  • Why Viscosity Index is important and how it improves your work
  • Lubricant performance tests and reporting – what you need to know
  • How water contamination generates other contaminants
  • How to control and eliminate aeration problems

 

Module 6

Lubricating Grease Application Methods

  • Advantages and disadvantages of centralized lubrication systems
  • Best practices for greasing motor bearings
  • How to calculate greasing intervals and quantity
  • Best practices for ultrasonic/sonic-based greasing
  • Important tips for working with your motor rebuild shop

 

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
  • Overview of single-point direct lubrication systems

 

Journal Bearing Lubricants

  • The 8 most common journal bearing lubrication problems
  • How to select journal bearing viscosity based on speed

 

Rolling-element Bearing Lubricants

  • The critical factors affecting rolling-element bearing lubricant selection
  • How to convert required operating temperature viscosity
  • to ISO viscosity grades

 

Gear Lubricants

  • Key requirements for gear oil
  • How to select the best viscosity for a gear lubricant
  • Best practice guidelines for storing spare gear boxes –
  • lubrication matters!
  • Conditions that may require synthetic gear lubricants
  • Lubrication best practices for enclosed gears –checklist

 

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

 

Module 7

Lubricant Contamination Control

  • Building reliability through contamination control
  • Common destructive contaminants and how to control them
  • Three steps to proactive maintenance
  • 10 ways to maximize filter cart usage
  • How dirt, metal particles and soot mechanically destroy
  • machine surfaces
  • The No. 1 cause of machine wear and how to manage it
  • How to set realistic cleanliness levels for lubricants

 

Module 8

Oil Drains, Flushing, and Reservoir Management

  • How to optimize and extend oil change intervals
  • Interval vs. condition-based oil change
  • How to monitor lubricant consumption
  • Best practices for oil changes
  • How and when to perform a flush
  • Selecting appropriate cleaning and flushing procedures

 

Module 9

Storage, Handling, and Managing Lubricants

  • How to set up a world-class lube room
  • How to optimize lubricant selection/procurement
  • How to implement a lubricant consolidation program and select suppliers
  • Best practices for inspecting/testing new lubricants
  • Used lubricant storage, handling, and disposal best practices

 

Module 10

Oil Sampling – The Very Best Practices

  • How clean should sample bottles be?
  • How to find the best sampling locations
  • Sampling valves 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
  • How to properly sample circulating systems

 

Module 11

Essential Field Inspections

  • Question your filter will answer about your machine
  • Which visual inspections can provide big results?
  • Used filter inspections
  • Quick tips for using scent, sound, and touch to inspect lubricants

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