Expand Your Oil Analysis Skills


If yours is like many companies, you may already be winging your way around oil analysis. Perhaps trying to predict failures, or just basing oil drains on your oil analysis report recommendations. Either way, you probably know there’s a lot about oil analysis you haven’t mastered … and you might be wondering what you are missing. Wouldn’t you like to know ALL about what oil analysis can do for you? Now you can!

Course Description

Maintenance professionals in Oil Analysis II will gain everything they need to properly sample, monitor health and detect additive, thermal and particle factors that degrade lubricants via on-site tests and lab analysis. They will review case studies, read and interpret oil analysis reports and participate in group problem-solving exercises. OA II aligns with ICML Machine Lubricant Analyst level II Certification requirements.

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
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