Lesson 1 - Principles of Lubrication

Topics:

Lubricant classification; Friction; Cooling and sealing action of lubricants; Corrosion prevention; Preventive maintenance

Learning Objectives:
– Define lubrication and describe the four forms of lubricants.
– Discuss the characteristics of static, kinetic, fluid, and rolling friction.
– Explain how a lubricant reduces wear and dampens shock.
– Discuss the cooling action of lubricants and explain how they prevent corrosion.
– Explain the importance of a lubricant's sealing action, and explain how it works.

Lesson 2 - Lubricant Characteristics

Topics:

Properties of oils; Viscosity; Flash point; Pour point; Fire point; Oxidation resistance; Emulsification; Greases; Lubricant selection

Learning Objectives:
– Describe how lubricating oils are obtained and processed and briefly discuss the chemistry of petroleum.
– Explain how viscosity is rated and measured in lubricating oils.
– Explain how flash point, fire point, pour point, oxidation resistance, and emulsification affect a lubricant.
– Describe the five major properties of greases.
– Name four factors that affect lubricant selection.

Lesson 3 - Additives, Lub. Action, & Bearing Lub.

Topics:

Types of additives; Multipurpose lubricants; Mixed and full-film lubrication; Boundary and bearing lubrication

Learning Objectives:
– Describe the nature and purpose of pour-point depressants, oxidation inhibitors, viscosity-index improvers, and antifoam agents.
– Explain how rust and corrosion inhibitors, extreme-pressure additives, and detergent-dispersants work.
– Discuss the use of emulsifying and demulsifying agents, oiliness and antiwear agents, tackiness agents, and other additives.
– Describe the differences between mixed-film, boundary, and full-film lubrication.
– Discuss elements which determine proper bearing lubricant selection.
– Identify common bearing lubrication problems and ways to avoid them.

Lesson 4 - Oils and Their Applications

Topics:

General- and special-purpose oils; Oil bases; Circulating, gear, machine, spindle, refrigeration, steam cylinder, and engine oils; Wire rope lube

Learning Objectives:
– Describe the four types of oil bases.
– Name three types of circulating oils and describe their properties.
– Compare the characteristics and uses of gear oils, machine oils, and spindle oils.
– Discuss the special properties of refrigeration oils, steam cylinder oils, and internal combustion engine oils.

Lesson 5 - General-Purpose Greases

Topics:

Characteristics of greases; Calcium-, soda-, barium-, lithium-, and aluminum-soap greases; Grease selection; Bearing relubrication

Learning Objectives:
– Define grease and compare the advantages of using greases and using oils.
– Describe methods for making grease and compare the uses and properties of at least five soap-based greases.
– State the advantages and disadvantages of using nonsoap-based greases.
– Discuss grease selection and application for plain and antifriction bearings.

Lesson 6 - Special-Purpose Greases and Dry-Film Lubricants

Topics:

Multipurpose greases; Additives; Extreme-pressure, water-repellent, high-, low-temp, lamellar, and silicone greases; Dry-film lubricants

Learning Objectives:
– List three purposes for grease additives and explain how extreme-pressure greases accomplish their purpose.
– Compare uses and characteristics of water-repellent and high- and low-temperature greases.
– Describe lamellar greases, giving an example, and list some special uses for silicone greases.
– Compare three types of dry-film lubricants and describe how and where to use them.

Lesson 7 - Lubrication Systems and Methods

Topics:

Lubrication system reliability and design factors; Manual and gravity lubrication; Drip-feed oilers; Natural and pressure lubrication; Air line lubrication

Learning Objectives:
– Name four main considerations for selecting a lubrication system and explain the importance of each.
– Explain how manual and drip lubrication methods work.
– Describe the operating principles of natural and pressure lubrication methods.

Lesson 8 - Automatic Lubrication Methods

Topics:

Sight glass flow indicators; Spray nozzles and valves; Metered and header systems; Single- and two-line metering; Progressive metering

Learning Objectives:
– Describe a typical positive feed oil lubrication system.
– Compare three types of sight glass flow indicators.
– Describe types and operation of various spray nozzles and valves used in automatic lubrication systems.
– Compare the operation of header and progressive metering systems.

Lesson 9 - Lubricant Storage and Handling

Topics:

Inside and outside storage; Dispensing; Inventory and rotating stock; Purification and reclamation; Gravity separation; Centrifuges; Strainers; Filters

Learning Objectives:
– Explain the importance of proper lubricant storage and describe good inside and outside storage practices.
– Describe various methods of dispensing lubricants.
– Discuss proper inventory and stock rotation procedures and define lubricant purification and reclamation.
– Explain how gravity separation, centrifuges, strainers, and filters work.

Lesson 10 - Lubrication Management

Topics:

Lubrication control; Establishing oiler routes; Coding lubrication points; Computer-managed programs; Installation; Computer reports

Learning Objectives:
– Explain the importance of good lubrication management practices and describe seven different kinds of information that should be included on an equipment lubrication survey form.
– Explain how to set up an oiler route and how to color-code the lubrication points.
– Discuss the considerations involved in establishing and installing a computerized lubrication program.
– Describe the purposes of several types of basic computer lubrication forms and list advantages of expanded programs.