Course Description

Machinery Lubrication II (ML II) covers advanced lubrication topics like lubricant selection, troubleshooting, predictive maintenance and more. Professionals who already understand the benefits and potential in excellent lubrication practices will greatly benefit from the “big picture” aspect of ML II; gaining the tools to make comprehensive improvements in the workplace that save big on time, money, and even storage space and training resources. Students will be prepared to take the ICML Level II Machinery Lubrication Technician certification exam.

World-Class Lubrication Technicians
Mean World Class Reliability

It’s a fact … a well-designed lubrication program with skilled lubrication technicians can quickly and substantially reduce downtime and operating costs.

If yours is like most companies, you’re winging your way around lubrication. Your machines keeping wearing out and breaking the same way because you keep lubricating them the same old way. And, you get frustrated because your lubricants should last longer but you don’t know what to do.

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
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