Course Outline

Receiving and Inspecting New Lubricants

  • Best practices for receiving a new lubricant
  • Steps to transporting and storing lubricants in the warehouse

Maintaining Lubricant Containers, Machines and Lubricant Storage Areas

  • The importance of identification labeling for lubricants, machines, tools and locations
  • The difference between the three types of labels and when to apply

Maintaining Lube Room Inventory

  • The FIFO inventory principle and why it is important
  • Best practices for transporting and storing lubricants in the lube room

Removing Contaminants from New Oils with Filter Carts or Installed Systems

  • Why controlling contamination in lubricants is important
  • How contamination levels are measured with field testing equipment
  • How to compare field test results with established oil cleanliness targets
  • How to determine flow rate and filter run times
  • Understanding the sources of contaminants
  • Procedures for removing contaminants from lubricants
  • Tools and processes for filtering lubricants

Protecting Lubricant Integrity through Contamination Control

  • Why contamination exclusion is important and what tools are necessary
  • How filters and breathers remove and exclude contaminants from oil
  • How to keep contaminants out of lubricants when storing, handling and transferring
  • The important role of sight glasses, quick connects and other dedicated hardware
  • Why maintaining lubrication and contamination tools is important

Transporting and Applying Lubricants

  • What is work planning and why it is important in your role
  • Lubrication application methods and how they function
  • The very best practices for applying lubricants
  • How to transport lubricants

Conducting Field Inspections on Machines

  • Why field inspections are important
  • The different types of field inspections

Excluding and Removing Contaminants from Lubricated Machines

  • The most typical contaminants and their impact on machines
  • Common sources of contaminants in machines
  • Inspections and equipment for identifying and measuring contaminants in the field
  • How to compare field testing equipment results with established oil cleanliness targets
  • The best procedures for removing contaminants
  • How to determine filter cart run times
  • Tools and processes for filtering in-service lubricants
  • Why keeping your tools clean and in proper working order is important

Sampling Lubricants

  • The importance of proper sampling and oil analysis to reliability goals
  • The best procedures for taking a sample of new and in-service lubricants

Importance of Safety, Leak and Spill Response and Disposal of Hazardous Materials

  • The importance of safety procedures when working with lubricants
  • Actions to prevent and control spills
  • How to control leaks
  • The risks of handling hazardous materials (lubricants and consumables) and proper ways of disposal

Modifying Machinery for Contamination Control, Safety, and Reliability Improvement

  • Why equipment modifications are necessary
  • Types of hardware and their purpose
  • Basic steps and best practices of hardware installation

Understanding the Communication and Administrative Tasks Necessary for Your Role

  • Administrative tasks necessary to support corporate reliability goals
  • Key Performance Indicator(s) (KPIs) and their connection to your activities
  • The qualities of a high performing lube technician
  • How to write detailed and effective observation statements