Oil Analysis II Course Outline

World-class Maintenance Philosophies

  • Five prevailing features of world-class maintenance programs

  • The 80:20 rule for maintenance

  • Three successful elements of a CBM program

Introduction to Machinery Lubrication

  • Oil formulation and its importance in effective machinery lubrication

  • Six key functions of lubricating oils

  • Three primary lubrication regimes

  • Introduction to base oils and additives

  • Choosing the correct base-stock

  • Conditions that dictate use of synthetic oils

  • Antioxidant additives and their role in oil life

  • Dispersants and detergents – the key to controlling soot

  • Controlling wear with additive chemistry

Oil Analysis Fundamentals

  • Interpreting the language your oil is speaking

  • Prevailing myths about oil analysis

  • Common applications for sampling and analysis

  • Three categories of oil analysis

Oil Sampling – The Very Best Practices

  • 11 elements of a successful oil analysis program

  • 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

  • The importance of primary and secondary sampling points

  • How to properly sample circulating systems

  • Safe, effective high-pressure sampling from hydraulic systems

  • Best practices for sampling splash-, collar-, and ring-lubricated systems

Fluid Properties Analysis

  • Four common root causes of oil degradation

  • Recognizing and controlling oil oxidation

  • Monitoring lubricant degradation using acid number

  • Monitoring lubricant health using FTIR

  • Determining oil life using RPVOT

  • Recognizing and controlling thermal failure

  • How to recognize additive depletion or degradation

  • Using paper chromatography (blotter spot test) to detect additive and base oil degradation

  • Four ways to detect the addition of wrong oil

Contamination Control and Proactive Maintenance

  • Seven common contaminants

  • Oil cleanliness and oil life extension benefits

  • Using the ISO Solid Contamination Code

  • Proactive maintenance in three easy steps

  • Case studies for proactive maintenance

  • Oil filter and breather recommendations

  • Portable filtration carts – three ways to use them

  • Setting targets for oil cleanliness

  • Detecting and controlling moisture contamination

  • Selecting moisture removal/filtration methods

  • The effects of heat on lubricants

  • Controlling air entrainment and foam

  • Glycol contamination

  • Dealing with soot

  • Understanding fuel contamination

Fault Detection and Wear Particle Analysis

  • How wear metals are measured using RDE and ICP spectrometers

  • Measuring larger particles with Rotrode Filter spectroscopy

  • Using ferrous density to determine the severity of a wear problem

  • Using analytical ferrography for advanced fault detection

  • Using ferrography for root cause analysis

  • Four primary sources of friction in lubricated machinery

  • The 10 wear mechanisms that reduce machine life

  • The most common wear modes in plain, rolling element, and thrust bearings

  • Understanding gear wear

  • Understanding wear in hydraulic systems

Instrument Free On-site Tests

  • How to inspect vents and breathers

  • Tips for effective sight glass inspection

  • Getting valuable information from used filters

  • Inspecting reservoirs for clues about lube trouble

  • Scenting lubricants to find problems

  • Getting visual clues from the oil sample before mailing it out

  • Getting into particle analysis for under $100

  • Turn your kitchen blender into a test for demulsibility and foam tendency

  • Screening for water with a simple hot plate

  • How an unwanted business card can reveal oil degradation

Interactive Case Studies Workshop

  • Individual and group participation in problem-solving exercises

  • Exercises in how to read an oil analysis report