Machinery Lubrication Fundamentals New

Upcoming dates (1)

Nov. 5-7, 2024

Madison, WI or Live Online

Course Overview

Lubrication practices within a plant have a direct effect on plant and equipment reliability. Many experts within the industry have touted lubrication as one of the most critical in achieving maintenance and reliability goals. When a lubricant is working effectively in a machine – with no chemical degradation and with limited contamination within it, wear will be reduced, and equipment reliability will be improved. As such, this course offers a unique and critical skillset augmenting skills and knowledge gained from all other maintenance and reliability courses.

Learning outcomes for this 3-day course include the ability to:

  • Incorporate all below aspects within the development of a maintenance strategy.
  • Understand lubrication theory to ensure the right behaviors within an organization.
  • Know the variety of lubricants available, and what makes them good or bad.
  • Apply the basic reasoning to lubricant selection, to ensure optimum application.
  • Ensure the correct lubricant application to meet the goals of the maintenance strategy.
  • Understand how lubrication fits within the preventative and predictive maintenance schema.
  • Understand the impact of lubrication strategy and implement processes to control lube condition.
  • Ensure the design and execution of lube storage and management.

Who Should Attend?

  • Maintenance and Asset Managers
  • Plant and Facility Engineers
  • Reliability Engineers
  • Managers of preventive or condition-based and predictive maintenance programs
  • CMMS Coordinators or Managers
  • Maintenance Leads and Technicians

Additional Information

This course is part of the Maintenance and Reliability Management Certificate. Enhance your maintenance skills while earning a recognized credential.

Course Outline

Maintenance Strategy

  • Why machines fail
  • The impact of poor maintenance on company profits
  • The role of effective lubrication in failure avoidance

Lubrication Theory

  • Fundamentals of tribology
  • Functions of a lubricant
  • Hydrodynamic lubrication (sliding friction)
  • Elasto-hydrodynamic lubrication (rolling friction)
  • Mixed-film lubrication


  • Base-oils
  • Additives and their functions
  • Oil lubricant physical, chemical and performance properties and classifications
  • Grease lubrication
    • How grease is made
    • Thickener types
    • Thickener compatibility
    • Grease lubricant physical, chemical and performance properties and classifications

Lubricant Selection

  • Viscosity selection
  • Base-oil type selection
  • Additive system selection
  • Machine specific lubricant requirements
    • Hydraulic systems
    • Rolling element bearings
    • Journal bearings
    • Reciprocating engines
    • Gearing and gearboxes
  • Application and environment related adjustments

Lubricant Application

  • Basic calculations for determining required lubricant volume
  • Basic calculations to determine re-lube and change frequencies
  • When to select oil, when to select grease
  • Effective use of manual delivery techniques
  • Automatic delivery systems
    • Automated deliver options
      • Automated grease systems
      • Oil mist systems
      • Drip and wick lubricators
    • Deciding when to employ automated lubricators
    • Maintenance of automated lubrication systems

Preventive and Predictive Maintenance

  • Lube routes and scheduling
  • Oil analysis and technologies to assure lubrication effectiveness
  • Equipment tagging and identification

Lube Condition Control

  • Filtration and separation technologies
  • Filter rating
  • Filtration system design and filter selection

Lube Storage and Management

  • Lubricant receiving procedures
  • Proper storage and inventory management
  • Lube storage containers
  • Proper storage of grease-guns and other lube application devices
  • Maintenance of automatic grease systems
  • Health and safety assurance


Joe Anderson

Joe Anderson is the COO for ReliabilityX. He began his maintenance career, while in high school, working for Tyson (formally IBP). He possesses over 20 years of leadership experience improving maintenance departments processes for Fortune 500 companies in the food and beverage, and pharmaceutical industries. Joe is the author of a column in Plant Services magazine and is a recognized leader in reliability. He holds a Bachelor's Degree in Business from Strayer University. He is a CMRP, CRL, CARO, MLT2, MLA1, LSSGB, IAM-55k, CRL Black Belt and was recognized as one of the top 50 leaders in the country by the United States Congress, being awarded the National Leadership Award.

Upcoming dates (1)

Program Director

Jon Wellik

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