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Fundamentals of Machinery Lubrication: Online Training

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This course provides more than 24 hours of foundational training on best practices for machinery lubrication and oil sampling. It lays the groundwork for establishing a world-class lubrication program, and is a Level I certification prep course.

Fundamentals of Machinery Lubrication: Online Training

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  • Fundamentals of Machinery Lubrication: Online Training


This course provides more than 24 hours of foundational training on best practices for machinery lubrication and oil sampling. It lays the groundwork for establishing a world-class lubrication program, and is a Level I certification prep course.

This online training format allows 24/7, anywhere accessibility. See the demo below to experience the quality.

Level I Certification Preparation


Jim FitchJim Fitch, a founder and president of Noria Corporation, is a highly sought after consultant and trainer described by his clients as “insightful, dynamic and thorough.” He has advised hundreds of companies on developing their lubrication and oil analysis programs and has taught more than 400 training courses in more than 20 countries.


Estimated training time: 24 hours, 18 minutes

Seat License:

Unlimited access for one person for one year

Course Manual:

Course ManualYou'll be able to download the full course manual in PDF format, take your own notes on them during the presentation, and save them for future reference.


Certificate of AchievementAfter taking the course, you will receive a printable Certificate of Achievement - perfect for framing and hanging.

Who Will Benefit:

All Maintenance & Reliability Professionals
Lubrication Technicians
Reliability Engineers
Lubrication Engineers
Craftsmen or Millwrights
Equipment Operators
Maintenance Managers
Manufacturing and Industrial Engineers
Maintenance Supervisors
Predictive Maintenance Professionals
Lubricant Industry Professionals
Laboratory Analysts
Operations Managers

Course Outline:

How Lubrication Affects Machine Reliability
• Financial benefits from achieving lubrication excellence
• Four equipment maintenance strategies, and when each applies
• Important implementation steps to lubrication excellence

Lubrication Fundamentals
• Six important functions of lubricating oils
• How oils and greases are formulated and why it is important
• How friction is generated in lubricated machinery
• The importance of oil film thickness and critical clearances

Understanding Additives, Base Oils and Grease Thickeners
• How lubricant properties irreparably change
• Seven important physical properties of a base oil
• The importance of API's five base oil categories
• What causes grease to dry out and 18 ways to prevent it
• How to detect the root causes of lubricant oxidation
• When to select one of the six most commonly used synthetic base oils
• How to use temperature to determine the right base oil for your machine
• How to select grease thickeners for your application

Lubricant Performance Properties
• Key additives that enhance lubricant performance
• Viscosity grades, measurement, and reporting
• Why Viscosity Index is important
• What causes oil viscosity to change and how to set monitoring limits
• Lubricant performance tests and reporting - what you need to know
• How water contamination generates other contaminants
• How to control and eliminate aeration problems

Food-grade and Environmentally-friendly Lubricants
• Important USDA requirements and government regulations for food-grade lubricants
• What you need to know about food-grade additives, base oils and grease thickeners
• Guidelines for food-grade lubricants

Lubricating Grease Application Methods
• How to protect against incompatible grease mixtures
• Advantages and disadvantages of centralized lubrication systems
• Best practices for greasing motor bearings
• How to control pressure when greasing bearings
• The unique problems caused by over-greasing - specific steps to eliminate
• 3 critical instructions to give your electric motor rebuild shop
• Comparing single- and multi-point lubrication options
• How to calculate greasing intervals and quantity
• Best practices for ultrasonic/sonic-based greasing

Lubricating Oil Application Methods
• Overview of oil lubrication methods and devices
• How to use oil mist and other automatic lubrication methods
• Using pressure spray methods for gearboxes
• Best practices for the maintenance of grease guns and fittings
• How to protect against problems caused by constant-level oilers
• Overview of single-point direct lubrication systems

 Journal Bearing Lubricants
• The 8 most common journal bearing lubrication problems
• How to select journal bearing viscosity based on speed

Rolling-element Bearing Lubricants
• The nine critical factors affecting rolling-element bearing lubricant selection
• How to convert required operating temperature viscosity to ISO viscosity grades

Gear Lubricants
• 5 key requirements for gear oil
• How to select the best viscosity for a gear lubricant
• Best practice guidelines for storing spare gearboxes - lubrication matters!
• 10 conditions that may require synthetic gear lubricants
• Lubrication best practices for enclosed gears - a 12 point checklist
• Mastering the challenges of open gear lubrication

Automotive and Mobile Equipment Drive-line Lubricants
• How to read a motor oil label: what really matters
• The 6 critical objectives a motor oil must accomplish
• Understanding API service classifications for engine and gear oils
• The #1 reason automatic transmission fluids fail and how to protect against it
• Service classifications for automotive greases - how to select
• Extending engine life - surprising engine oil filter study results

Compressor Lubricants
• Steps you can take right now to combat compressor lubricant failure
• The most common compressor lubricant stressors
• When to use synthetic compressor lubricants and why

Steam and Gas Turbine Lubricants
• Why turbine/generator lubricants are the #1 contributor to forced outages
• Comparing steam and gas turbine oils - how they differ
• Checklist for best practice steam turbine lubrication

Hydraulic Fluids
• How to select the ideal hydraulic fluid viscosity for gear, vane and piston pumps
• Nine key hydraulic fluid requirements and why they matter
• Specific conditions that may require a synthetic hydraulic fluid
• Fire-resistant hydraulic fluids - what you need to know
• Hydraulic system maintenance best practices - 21 point checklist

Contamination Control
• Strategies for building reliability through contamination control
• The seven most destructive contaminants and how to control them
• Specific steps for managing a proactive lubricant maintenance program
• The ISO Solid Contaminant Code - understand it, track it
• 10 ways to get more mileage out of portable filter carts
• How dirt, metal particles and soot mechanically destroy machine surfaces
• Guidelines for controlling machine surface fatigue and extending machine life
• The #1 cause of machine wear and how to manage it
• How to set realistic cleanliness levels for lubricants
• Effective lubricant contamination control strategies for extending machine life
• 4 ways water contamination attacks lubricant additives
• How to set limits for water-in-oil contamination
• Managing the root causes of foam and aeration
• Best practices for excluding and removing contaminants
• The right way to control contamination in tanks and sumps
• How oil filters are rated
• Calculating the clean-up rate for portable filters
• Best practices for removing water contamination from oil
• The unique problems created by varnish - how to remove and stop it

Oil Drains, Flushing, and Reservoir Management
• How to optimize and extend oil change intervals
• Interval vs. condition-based oil changes - pros and cons
• Metrics for monitoring lubricant consumption
• Best practices for oil changes
• Know how and when to perform a flush
• The best procedures for oil draining and refilling
• How and when to use the bleed-and-feed strategy for extending oil drains
• Selecting the right cleaning and flushing procedures

Storing, Handling, and Managing Lubricants
• How to set up a world-class lube room
• How to know when to reject a new oil delivery
• How to optimize your lubricant selection and procurement process
• How to implement a lubricant consolidation program and select suppliers
• Used lubricant storage, handling, and disposal best practices
• Bulk lubricant storage do's and don'ts
• Guidelines for storing and handling drums
• Lubricant dispensing options and what you must avoid
• Lubricant coding and identification systems - what works and what doesn't
• Portable oil transfer and filter carts selection advice
• How and where to store oil transfer and filter carts
• Understanding and managing lubricant storage life
• Keeping grease fresh - best practices for storage

Design and Inspect for Lube Excellence
• World-class strategies for accessorizing equipment for lubrication excellence
• Seven critical accessories for lubricant inspection and sampling
• The right machine accessories for effective contamination control

Used Oil Sampling and Analysis Fundamentals
• What oil analysis can tell you
• Types and categories of oil analysis
• Applications for oil analysis
• Overview of oil analysis tests
• Elements of a successful oil analysis program
• How clean should oil sample bottles be?
• How to find the best sampling locations
• Oil sampling valve and hardware recommendations
• A quick method for optimizing sampling intervals
• An oil sampling technique that ruins trending
•  The importance of primary and secondary sampling points
• Advice for sampling hard-to-reach machines
• How to properly sample circulating systems
• Safe, effective high-pressure sampling from hydraulic systems

Essential Field Inspections
• 12 questions your oil filter will answer about your machine
• Visual inspections you can get big results from right now
• Quick tips for using scent, sound, and touch to inspect lubricants