I. Lubrication Theory (15%)
A. Why machines need lubrication
i. Machine types (E.g., Gearbox, pump, hydraulics)
ii. Bearing construction
1. Open, shielded, and sealed
2. Roller types
3. Plain bearings
B. Understand functions of lubricants
i. Reduce friction between moving parts
ii. Dissipate heat generated by friction
iii. Minimize wear and extend component life
iv. Seal out contaminants and moisture
v. Prevent rust and corrosion
vi. Power transmission
C. Viscosity
i. Requirement changes based on speed, load, and temperature
ii. Importance of viscosity index (VI)
II. Lubricants (17%)
A. Lubricant Types (Oil, Grease, and Solid Film)
i. Oils – liquid lubricants used in engines, gearboxes, and hydraulics.
1. Base Oils and Additives (mineral vs synthetic)
2. Additives and their functions (Basic Awareness)
ii. Greases – semi-solid lubricants for bearings and slow-speed applications
1. Grease Composition
2. Common Thickeners
a. Compatibility/Incompatibility
3. NLGI Grades
iii. Solid lubricants: Graphite, Molybdenum Disulfide (MoS₂), PTFE for extreme dry environments
III. Lubricant Applications (17%)
A. Lubrication Methods (Manual and Automatic)
B. Greasing Techniques and Best Practices (Quantity, Frequency, and Cleanliness)
C. Basic calculations for determining required lubricant volume
D. Basic calculations to determine re-lube and change frequencies
E. Ultrasound lubrication (Basic Awareness)
IV. Lubricant Sampling/Analysis Basics (20%)
A. Oil Sampling Process
i. Sample port locations
ii. Sampling admin (E.g. Proper completion of the oil sample label)
iii. Proper Sampling Techniques (to avoid sample contamination)
B. Oil Sampling and Visual Inspection Basics (Machine and Oil)
i. Visual Checks – color, clarity, foam, and sediment.
ii. Recognizing early failure signs: discolored oil, metallic sheen, sludge, or varnish.
C. Temperature, noise, and vibration can indicate lubrication problems.
V. Lubricant Condition Control (21%)
A. Basics of Contamination Control
i. ISO Cleanliness Codes – acceptable cleanliness levels
ii. Very minor contamination can reduce equipment life
B. Major Contaminants
i. Particles
ii. Water
iii. Air
iv. Fuel
v. Process Chemicals
vi. Cross-Contamination
C. Effects of Contamination
VI. Lubricant Storage Management (10%)
A. Lubricant Reception Best Practice
B. Lube Storage and Handling Best Practices.
i. Store lubricants in clean, temperature-controlled areas
ii. Avoid cross-contamination (storage and application)
iii. Adherence to proper dispensing and transfer procedures
C. Lubricant Identification Systems