Machinery Lubrication II Course Outline

Lubrication PM Optimization and Design

  • 5 questions to ask about every lubrication PM
  • How to rationalize and modernize your lubrication PM’s
  • What causes grease dry-out and when it should be refreshed

Troubleshooting Lubrication Problems

  • How to troubleshoot lubrication problems effectively
  • 4 troubleshooting data collection guidelines
  • How to recognize wear patterns on gear teeth
  • 28 tips for preventing gear failures
  • How to effectively troubleshoot bearing failures

Lubrication and Oil Analysis Metrics

  • 4 metrics for measuring lubrication effectiveness
  • How to track costs and savings
  • Measuring the impact of lubrication excellence on RONA

Oil Drains, Flushing and Reservoir Management

  • 10 ways to ensure sump lubricant health
  • How to optimize interval-based oil changes
  • Strategies for condition-based oil changes
  • How to use a bleed-and-feed strategy for extending oil drains
  • How to trend oil consumption ratios
  • Best practices for oil draining and refilling

Accessorizing New Equipment for Lubrication Excellence

  • Checklist of important machine accessories for inspections and sampling
  • 7 strategic machine accessories for contamination control

Lubricating Grease Application

  • What to do before and after installing an electric motor
  • How to calculate ideal relubrication volume for electric motors
  • How to optimize bearing regreasing intervals
  • Strategy for ultrasonic/sonic-based regreasing volume
  • How to determine bearing grease fill levels

Lubricant Application

  • 7 important guidelines for lubricating plain bearings
  • Considerations for proper worm gear lubrication
  • Best practices for selecting and applying open gear lubricants
  • Relubrication frequency recommendations for gear and grid couplings
  • 14 best practices for steam turbine lubrication
  • Best practices for process pump lubrication
  • Best practices for lubricating compressors

Lubrication Fundamentals

  • Factors that influence hydrodynamic lubrication
  • 5 things that can change oil film thickness
  • How gear speed influences lubrication
  • 7 lubrication factors for finding the “sweet spot” for energy consumption

Base Oils

  • API base oil groups and why they are important
  • How synthetic base oil properties compare
  • Strengths, weaknesses and applications for 6 synthetic base oils
  • Compatibility of 8 seal materials with different fluid types

Viscosity and Viscosity Index

  • Understanding the viscosity/temperature chart
  • Cold temperature motor oil viscosity basics
  • How oil aging affects oil viscosity
  • How slight errors in viscosity selection can result in wear and energy losses
  • How to convert required operating temperature viscosity to ISO viscosity grades

Oxidation and Thermal Stability

  • How Antioxidants alter oil life
  • How oxidation stability is measured and why it’s important
  • Why varnish, sludge and deposits are a problem
  • The typical sequence of events leading to varnish

Air Release and Foam Control

  • Causes of poor air release and foaming in oil
  • How to know when oil foam is a problem and how to troubleshoot
  • Strategies for controlling aeration and foam

Lubricant Degradation

  • How to detect mixed lubricants
  • 5 ways lubricants degrade irreparably
  • 9 ways additives are rendered useless
  • Lubricant shelf life – factors to control

Leakage Stability

  • How fluid properties affect seal performance
  • How to use dye for efficient leak detection
  • Pro’s and con’s of quick stop leak agents

Lubricant Selection and Consolidation

  • The 7 most critical factors when selecting a grease
  • Properties of grease that affect pumpability
  • How service temperature affects different grease types
  • How grease properties change due to incompatible mixtures
  • Importance of grease properties by application
  • 8 critical factors for selecting a lubricant
  • Basic and advanced approaches for consolidating lubricants
  • Matching lubricants to machines based on robustness, price and usage
  • Managing the lubricant vendor service and delivery quality
  • How new lubricant quality can be compromised
  • How to read and oil can
  • How to determine when to select a monograde vs. a multigrade oil
  • Using bearing speed factors to determine NLGI numbers
  • Selection criteria for electric motor grease
  • 10 desired properties for refrigeration lubricants
  • 5 requirements for gear oils and why they are important
  • How to decide when synthetic gear lubes are required
  • 3 methods for selecting gear oil viscosity
  • Conditions when synthetic hydraulic fluids may be required
  • How to select the correct hydraulic fluid viscosity
  • How the hydraulic fluid selection process can save money
  • 4 important characteristics every chain lubricant should have