WI240 Machinery Lubrication and Oil Analysis ISO Cat I

Maintenance Strategies – Best Practice Structuring

• Understanding maintenance strategies – reactive, preventative, predictive, proactive and optimising
• Why machines fail prematurely – understanding root causes
• The role of effective lubrication in failure avoidance
• Oil analysis and technologies to assure lubrication effectiveness

Contamination Mechanics – A Proactive Lubrication Approach to Reliability
• Proactive lubrication and contamination control – lubricant storage and use, contamination exclusion, removal and measurement
Phase (1) – Setting goal based target limits
Phase (2) – Employing actions and equipment to achieve goal based target limits
Phase (3) – Measurement of results and achieving goal based target limits

Lubricant Application
• Basic calculations for determining required lubricant volume
• Basic calculations to determine re-lube and change frequencies
• When to select oil and when to select grease
• Effective use of manual delivery techniques
• Automatic delivery systems
  - Automated deliver options
  - Automated grease systems
  - Oil mist systems
  - Drip and wick lubricators
• Deciding when to employ automated lubricators
• Automated lubrication systems

Lubricant Storage and Management
• Lubricant receiving procedures
• Proper storage and inventory management
• Equipment tagging and identification
• Lubricant storage containers
• Lubricant routes and scheduling
• Proper storage of grease-guns and other lube application devices
• Maintenance of automatic grease systems
• Health and safety assurance

Lubricant Conditioning and Quality Control
• Filtration and separation technologies
• Filter rating
• Filtration system design and filter selection

Basic Grease Lubrication and Properties
• How grease is made
• Thickener types
• Thickener compatibility
• Grease lubricant physical, chemical and performance properties and classifications

Costs and Benefits of Lubrication
  – What Others Have Achieved
• Reliability and asset tools
• Cost benefit analysis and return on investment calculations
• Case studies – proactive lubrication management and financial savings

Lubrication Theory and Fundamentals
• Fundamentals of tribology
• Functions of a lubricant
• Hydrodynamic lubrication (sliding friction)
• Elasto-hydrodynamic lubrication (rolling friction)
• Mixed-film lubrication
• Base-oils and their functions
• Oil lubricant physical, chemical and performance properties and classifications

Lubrication Selection and Application Basics
• Viscosity selection
• Base-oil type selection
• Additive system selection
• Machine specific lubricant requirements
  - Hydraulic systems
  - Rolling element bearings
  - Journal bearings
  - Reciprocating engines
  - Gearing and gearboxes
• Application and environment related adjustments
• Functions of a lubricant

Oil Sampling
• Objectives for lube oil sampling
• Samping methods
• Managing interference
  - Bottle cleanliness and management
  - Flushing
  - Machine conditions appropriate for sampling

Lubricant health monitoring
• Lubricant failure mechanisms
• Oxidative degradation
  - The oxidation process
  - Causes of oxidation
  - Effects of oxidative degradation
• Thermal degradation
  - The thermal failure process
  - Causes of thermal failure
  - Effects of thermal degradation
• Additive depletion/degradation
  - Additive depletion mechanisms
  - Additives at risk for depletion/degradation by the various mechanisms
• Testing for wrong or mixed lubricants
• Baselining physical and chemical properties tests
• Additive discrepancies
• Fluid properties test methods and measurement units
  - applications and limitations
• Kinematic Viscosity (ASTM D445)
• Absolute (Dynamic) Viscosity (ASTM D2893)
• Viscosity Index (ASTM D2270)
• Acid Number (ASTM D974 et al)
• Base Number (ASTM D974 et al)
• Fourier Transform Infrared (FTIR) Analysis
• Rotating Pressure Vessel Oxidation Test (ASTMD2272)
• Atomic Emission Spectroscopy

Monitoring and Analysis
• Common machine wear mechanisms
• Interpreting machine wear debris

• Acquire the knowledge necessary to understand the important lubricant properties and how to select the correct lubricant for each machine application.

• Learn how to read and understand oil analysis reports, set optimum oil analysis limits, reduce oil consumption and achieve maximum life out of lubricants.

The International Council for Machinery Lubrication (ICML) will be conducting Machinery Lubrication exams, mid-morning after each course.*

This training course covers Body of Knowledge for both the exam requirements listed below. 

MLA-1 Machine Lubricant Analyst exam (ISO 18436-4) - 

Targets in-plant technicians responsible for the daily activities associated with lubrication tasks and basic lubricant analysis for machine condition monitoring, including, oil changes, top-ups, greasing bearings, lubricant receiving and proper storage and care of lubricants; dispensing devices and basic oil sampling, contamination control and problem detection.

MLT-1 Machinery Lubrication Technician exam - 

Targets in-plant technicians responsible for daily lubrication tasks, including oil changes, top-ups, greasing bearings, lubricant receiving and proper storage and care of lubricants and dispensing devices

* Please confirm with SKF prior to the course