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Advanced Oil Analysis  

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NEW! Training Course Changes in 2010.
   

Certification Series Training

Machinery
Lubrication
Level I
Level II
Oil Analysis
Level I
Level II
Level III
   

Course Outline

Lubrication Fundamentals

  • Lubrication regimes
    • Hydrodynamic
    • Elasto-hydrodynamic
    • Boundary
  • Base oils
    • Common mineral oil characteristics
      • Paraffinic
      • Naphthenic
    • Common synthetic oil characteristics, advantages and disadvantages
      • Synthesized hydrocarbons
      • Phosphate esters
      • Dibasic acid esters
      • Polyglycols
  • API and other base oil classifications
  • Basic lubricant additive functions
    • Antioxidants/oxidation inhibitors
    • Rust inhibitors
    • Corrosion inhibitors
    • Demulsifying agents
    • Viscosity index (VI) improvers
    • Detergents
    • Dispersants
    • Pour-point depressants
    • Foam inhibitors
    • Anti-wear (AW) agents
    • Extreme pressure (EP) agents

Fundamentals of Machine Wear

  • Common machine wear mechanisms
    • Abrasive wear
      • Two-body abrasive wear
      • Three-body abrasive wear
    • Adhesive wear
    • Surface fatigue
    • Corrosive wear
    • Fretting wear
    • Erosive wear
    • Electrical wear
    • Cavitation wear
      • Gaseous cavitation
      • Vaporous cavitation
  • Common machine-specific wear modes
    • Gearing
    • Plain bearings
    • Rolling element bearings
    • Hydraulics

Wear Debris Analysis

  • Analytical ferrography
    • Wear debris analysis techniques
      • Light effects
      • Magnetism effects
      • Heat treatment
      • Chemical treatment
      • Morphology
      • Surface detail
    • Wear particle types, origins and probable causes
      • Cutting wear particles
      • Spherical particles
      • Chunky particles
      • Laminar particles
      • Red oxide particles
      • Black oxide particles
      • Corrosion particles
      • Non-ferrous particles
      • Friction polymers
  • Atomic emission elemental spectroscopy
    • Basic determination of wear particle metallurgy from elemental composition
    • Evaluating sequential trends
    • Evaluating lock-step trends
    • Particle size limitations of common atomic emission spectrometers
    • Advanced techniques
    • Acid/microwave digestion
    • Rotrode filter spectroscopy
    • X-ray fluorescence (XRF) and other advanced elemental spectroscopy methods

Analyzing Lubricant Degradation

  • Oxidative base oil failure
    • Causes of oxidative base oil failure
    • Recognizing at-risk lubricants and applications
    • Strategies for deterring or mitigating base oil oxidation
    • Recognizing the effects of base oil oxidation
    • Strengths, limitations and applicability of tests used to detect and troubleshoot base oil oxidation
      • Acid number
      • Viscosity
      • Fourier Transform Infrared (FTIR) analysis
      • Rotating Pressure Vessel Oxidation Test
      • Sensory inspection
  • Thermal failure of base oil
    • Causes of thermal degradation
    • Hot surface degradation
    • Adiabatic compression induced degradation
    • Strengths, limitations and applicability of tests used to detect and troubleshoot thermal failure of the base oil
      • Acid number
      • Viscosity
      • Fourier Transform Infrared (FTIR) analysis
      • Thermal stability test (ASTM D 2070-91)
      • Ultracentrifuge detection of carbon insolubles
      • Sensory inspection
  • Additive depletion/degradation
    • Assessing risk for common additive depletion/degradation mechanisms
      • Neutralization
      • Shear down
      • Hydrolysis
      • Oxidation
      • Thermal degradation
      • Water washing
      • Particle scrubbing
      • Surface adsorption
      • Rubbing contact
      • Condensation settling
      • Filtration
      • Aggregate adsorption
      • Evaporation
      • Centrifugation
    • Strengths, limitations and applicability of methods for measuring additive depletion/degradation
      • Atomic emission spectroscopy
      • Fourier Transform Infrared (FTIR) spectroscopy
      • Acid number
      • Base number
      • Viscosity index (VI)
      • Rotating Pressure Vessel Oxidation Test
      • Blotter spot test
  • Detecting wrong lubricant addition
    • Viscosity
    • Neutralization number (AN/BN)
    • Elemental spectroscopy
    • Fourier Transfer Infrared Analysis
    • Other tests

Oil Analysis Program Development and Program Management

  • Machine-specific test slate selection
  • Optimizing frequency of analysis
  • Setting alarms and limits
    • Setting goal-based limits for contamination
    • Statistically derived level limits
      • Editing data
      • Calculating averages
      • Calculating standard deviation
      • Setting upper and lower limits using the mean and standard deviation
      • How changes in system operation or maintenance influence statistically derived inferences
    • Rate of change limits
      • Calculating rate of change
      • Slope-based alarms
      • Statistically derived rate of change limits
    • Setting aging limits for fluid properties
      • Physical properties
      • Chemical properties
      • Additive properties
  • Managing oil analysis information
  • Creating and managing oil analysis procedures
  • Scoping oil analysis training for reliability technician, trades people and management
  • Performing cost/benefit analysis for oil analysis and contamination control programs
    • Calculating program costs
    • Estimating program benefits
    • Calculating return on investment metrics
    • Generating an effective business proposal
  • Quality assurance
    • Of onsite oil analysis
    • Of offsite oil analysis providers

 

 

start quoteExcellent learning forum. Provided substantial information that will be immediately useful in improving existing oil analysis program.end quote

-- Steve Fox, Maintenance Engineer, Aera Energy