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BRICATION
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MACHINERY LUBRICATION
LEVEL - I
Learn precision lubrication skills for
maximizing machine reliability in this
course

Certification by ICML

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The Role of Lubrication in Machine Reliability

. The Journey To World-class Maintenance


. The Economics of Maintenance and Lubrication
. The Pareto Principle
. Applying Pareto The Reliability of Rolling Element
Bearings Modern Maintenance Technologies
. The Human Body Parallel To Machine Maintenance
. Root Cause-driven Maintenance = Proactive Maintenance
. The Optimum Reference State (ORS)
. Roadmap To Lubrication Excellence
. Case Study - Condition Monitoring Saving - Baltimore
Gas And Electric
. Case Study - Nippon Steel Corporation
. Machine Maintenance Philosophies

Lubrication Fundamentals - Base Oils

. How Lubricants Are Formulated


. Common Generic Lubricant Types
. Base Oils
. Base Stock Physical Properties
. Mineral Oil Properties
. API Base Oil Categories
. Base Oil Types Vs. Service Temperature Range
. Properties of Common Synthetic Base Oils
. Synthetic Lubricant Properties
. How Synthetic Oil Properties Compare

Lubricant Fundamentals - Additives

. Additives - What They Are


. Characteristics of Polar Additives
. Antioxidants / Oxidation Inhibitors
. Viscosity Index Improvers
. Over-base Detergents Additives
. Defoamants - How They Work
. Corrosion Inhibitors

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Lubricant Fundamentals - Grease

. Anatomy of Lubricating Grease


. Grease Advantages and Disadvantages
. Grease Manufacturing Process
. Grease Thickener Performance Table
. Grease Thickener Compatibility
. Grease Consistency
. NLGI Grease Consistency Numbers
. Selecting Grease According to Consistency and Base
Oil Viscosity
. What Causes Grease Dry-Out ?
. Grease Properties - Requirements By Application

Lubricant Fundamentals - Viscosity and


Viscosity Index

. Viscosity
. Measurement of Kinematic Viscosity
. Measurement of Absolute Viscosity
. ISO Viscosity Grades (ISO 3448)
. SAE J-300 Engine Oil Viscosity Classification
. SAE Grades
. SAE J-306 Gear Oil Viscosity Classifications
. Comparative Viscosity Classifications
. Viscosity / Temperature Chart
. Viscosity Selection Balance
. Optimum Selection of Viscosity and Film Strength Additives
Can Lower Friction, Heat
. What is Viscosity Index?

Food Grade and Environmentally Friendly


Lubricants
. How are Food - Grade Lubricants Regulated ?
. NSF Food - Grade Lubricant Classifications
. Environmentally Friendly Lubricants

Lubricant Failure - Base Oils and Additives

. How Lubricant Properties Change


. Dual Course of Oxidation
. Thermal Stability of Lubricants
. Varnish Formation

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Greased System Troubleshooting Guide


Lubricating Grease Application Methods
- Roller Bearings
. Grease Application - Manual Grease Gun . Manual Vs. Automatic Grease Supply
. Grease Gun Operation . Single-Point Lubricators (SPLS)
. Spring-Loaded Grease Cups
. Grease Fittings
. Gas-Activated Single-Point Lubricators
. Managing Pressure When Re-greasing
. Positive Displacement Pump-Type Units
. Re-lubrication . Factors That Influence Single-Point Lubricator
. Sealed and Shielded Bearing Grease Flow
. Comparison of Bearing Configurations . Centralized Multi-Point Lubrication Systems
. Example Bearing Initial Fill Levels . Single-line Parallel System

. Re-lubrication Volume Methods for Electric Motors . Single-line (Series) Progressive


. Dual-line Parallel
Volume
. Dual-line Parallel System in a Paper Mill
. Rolling Element Bearing Re-greasing Intervals
. Motor Bearing Re-lubrication Frequency Lubricating Oil Application Methods
. Electric Motor Re-grease Procedures
. Lubricating Oil Delivery Options
. Electric Motor Grease Selection . Manual Lubrication
. Sonic / Ultrasonic Greasing . Drop And Wick Feed Cups
. Options for Sonic / Ultrasonic Measurements . Constant-level Oilers
. Strategy for Ultrasonic / Sonic-based . Avoiding Problems With Constant - Level Oilers
. Limitations of Some Oil Lifting Devices
. Splash-lubricated Gear Drives
. Dip Level For Non-circulating Gear Drives
. Pressure Spray Lubrication
. Oil Mist Lubrication
. Mist Lubrication Considerations
. Oil Mist Options
. Continuous Forced-oil Circulation

Journal Bearing Lubricants

. Bearing Types-Journal (plain) and Thrust Bearings


. Journal Bearing
1. Viscosity Selection Based on Load and Speed
2. Viscosity Selection Based on Load ond
Surface Speed
. Plain Bearings - Lubrication Problems

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Rolling - Element Bearing Lubricants Gear Lubricants

. What’s Up With Speed Factors ? . Gear Oil Requirements

. Using Speed Factor to Determine Oil Vs. Grease . Gear Design Basics
. Typical Lubricant Formulations For Gear Drives
. Ball Bearing Minimum Viscosity Calculation
. Gear Lubrication - Synthetic Lubricants
. Converting Required Operating Temperature Viscosity
. Guidelines For Storage of Spare Gearboxes
to ISO Viscosity Grades
. Lubrication Best Practices
1. For Enclosed Gears
2. For Open Gears

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Compressor Lubricants

. Compressor Lubrication
. Compressor Lubrication Challenges
. Synthetic Lubricants For Compressors

Selection And Use of Automotive and Mobile Equipment


Drive - Line Lubricants

. Abnormal Engine Wear . Fuel Contamination in Engine Oil (Fuel Dilution)


. API Service Classifications . Best Practices For Diesel Engine Lubrication
. Dry Engine Starts . API Automotive Gear Oil Service Designations
. Benefits of Diesel Engine Prelube System Functions of An Automatic Transmission Fluid
. Cold Engine Starts (Viscosity Too High) . NLGI Automotive Grease Classifications*
. Glycol / Antifreeze Contamination in Engine Oil . Case Study : General Motors Testing on The
. Mechanism of “Oil Ball” Formation From Glycol Influence of Filter Performance on Engine Life
(Antifreeze)
. Contamination of Crankcase Oil

Steam and Gas Turbine Lubricants


. Influence of Lubrication on Turbine / Generator . Viscosity Selection For Hydraulic Fluids Based on
Reliability Turbine Oils Pump Type
. Comparing Turbine Oil Exposure and Operating . Hydraulic Fluids
Conditions Technical Sheets - Turbine Oils . Conditions Under Which A Synthetic Fluid May Be
. Oxidation Stability Test Reveals Incompatibility Required
of Mixed Turbine Oils . Properties And Characteristics of Fire-resistant
. Best Practices For Steam Turbine Lubrication Fluids
. Hydraulic System . Best Practices For Hydraulic System Maintenance
. Hydraulic Pumps

Hydraulic Fluids

. Hydraulic System
. Hydraulic Pumps
. Viscosity Selection For Hydraulic Fluids Based on Pump
Type Operating Pressure
. Hydraulic Fluids
. Properties and Characteristics of Fire-resistant Fluids
. Best Practices For Hydraulic System Maintenance

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The Effects of Contamination


. Contamination Control - Building Reliability
. Damage Caused By Oil Contamination
. Three - Body Abrasive Wear
. Surface Fatigue
. Particle Contamination
. Particle Size and Particle Count
. Proactive Maintenance
. ISO Solid Contaminant Code Controlling Contaminants
. Target Cleanliness Grid (TCG) . Particle Population Growth Life Cycle
. Machine Life Extension Table . Contamination Induced By Transfer Container
. Tank and Sump Ventilation
Water Contamination
. Spin - On or Cartridge Filters
. Water Contamination
. Desiccant Filter Breathers
. How Low Should Moisture Limits (Targets) Be Set ?
. Controlling Hydraulic Cylinder Ingression
. Water - Related Damage to Rolling Element
. Contamination Control Balance
Bearings
(Calorie Control Balance)
. Life Extension Table For Setting ORS Dryness
. Multipass Beta Ratio Test For Filters
Targets
. Portable Filtration
. Oil / Water Demulsibility
. Determining Clean-up Rate For Portable Filters
. Moisture Detection By Vision
. Filter Cart Applications
Air Contamination . Normalized Engine Life Curve On Improved
. Air Contamination Filtration - GM Study.
. Cavitation Wear . Engine Oil Filtration
. Water Ingression Sources
Oil Drains, Flushing and Reservoir . High Head Space Humidity Plus Frequent
Management Temperature Changes
. Oil Drain Scheduling . Spin Your Oil Dry And Clean
. Is a Condition - Based Oil Change The Best Choice ? . Super Absorbent Filters
. Diesel Engine Oil Drain Intervals . Oil Dehydration By Vacuum
. Oil Draining - Best Practices . Vacuum Column and Separation Configurations
. Refilling - Best Practices . Dehydration By Sparging and Dialysis
. Flushing Tactics . Oil Dehydration By Coalescence
. Controlling Varnish-potential
Design and Inspect for Lubrication . Electrostatic and Charged-particle Separators
Excellence
. Electrostatic Filtration
. Considerations For Accessorizing Equipment For
Lubrication Excellence . Balanced Charge Agglomeration

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Used Oil Analysis Basics


. Oil Analysis
. What Oil Analysis Can Tell You
. Common Oil Analysis Applications
. Types of Oil Analysis
. Sampling
. Sampling Location
. Drop-Tube Vacuum Sampling of Reservoirs and Tanks
. Sample Bottles
. Clean Oil Sampling Procedure-Best Practice
. Sampling Frequencies
. Viscosity
. TAN / TBN
. Fourier Transform Infrared Spectroscopy (FTIR)
. Rotating Pressure Vessel Oxidation Test (RPVOT)*
. Achieving Excellence In Oil Analysis

Lube Room, Handling, Storage and . Lubrication Tags


Management of Lubricants . Lube Code Tags
. Grease Fitting Tags And Caps
. Lubricant Supply Options
. Lubricant Identification System (LIS)
. Bulk Storage and Handling 1. For Oil
. Bulk Storage Spill Protection 2. For Grease
. Intermediate Bulk Containers
Field inspections - Basic Machine Care and
. Outdoor Drums Stroge
Daily Round
. Protecting Drums From Contaminant Ingression
. Drum Handling Safety . Field Tests And Inspections
. Tote and Drum Spill Containment . Using Oil Color as a Field Test
. Lubricant Store Room . Field Test For Oil And Water Separation
. Features of a Proper Lubricant Storage Room
. Visual Internal Machinery Inspections
. Lube Room Transfer and Filter Cart Storage Area
. Properly Equipped Lube-dispensing Rack . Visual External Machinery Inspections
. Rack-mount Lube Dispensing Station - Drums and . Routine Inspection of Sight Glasses is Oil Analysis
Totes . Field Test For Ferrous Particles
. Bulk Oil Dispensing Done Right
. Simple Field Method For Preparing Patch
. Check Out These Lube Rooms / Trucks
. Drum Pump Dispensing . Field Test : Blotter Spot
. Lube Room Safety Considerations . Field Test For Viscosity Measurement
. Best Practice - Oil Cans And Top-Up Containers . Field Tests For AN and BN
. Oil Cans And Top-up containers - Things to Avoid
. Other Audible Inspections
. Best Top-Up Container Options
. Tips to Best Use of S&R Containers . Audible Bearing Symptoms
. Comparison of One-Shot And S&R Top-up . How To Analyze Filter Debris
Containers . Used Filter Inspections
. Portable Transfer Equipment
. Moisture Detection By Vision
. Funnel Management - Best Practices
. Storing Grease - NLGI Best Practices . Crackle Test
. Product Storage Life . Using Oil Odor AS a Field Test

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