OIL Analysis Level I
OIL Analysis Level I transforms you into a skilled interpreter of oil analysis data, capable of detecting early signs of equipment wear, contamination, and lubricant degradation before they lead to costly failures. this course provides the critical skills needed to implement a proactive oil analysis program that reduces unplanned downtime, extends equipment life, and optimizes lubrication practices. Upon completion, you’ll be equipped to make data-driven maintenance decisions.
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Exam
The Level I Body of Knowledge is an outline of concepts that a candidate shall have in order to pass the exam, in accordance with ISO 18436-4, Category I, Annex A.References from which exam questions were derived can be found in the Domain of Knowledge.
Here are the main topics covered on the course:
- I. Maintenance Strategies (10%)
- A. Why machines fail
- B. The impact of poor maintenance on company profits
- C. The role of effective lubrication in failure avoidance
- D. Lube routes and scheduling
- E. Oil analysis and technologies to assure lubrication effectiveness.
- F. Equipment tagging and identification.
- II. Lubrication Theory/Fundamentals (18%)
- A. Fundamentals of tribology
- B. Functions of a lubricant
- C. Hydrodynamic lubrication (sliding friction)
- D. Elasto-hydrodynamic lubrication (rolling friction)
- E. Mixed-film lubrication
- F. Base-oils
- G. Additives and their functions
- H. Oil lubricant physical, chemical and performance properties and classifications.
- I. Grease lubrication
- 1. How grease is made
- 2. Thickener types
- 3. Thickener compatibility
- 4. Grease lubricant physical, chemical and performance properties and classifications.
- III. Lubricant Selection (10%)
- A. Viscosity selection
- B. Base-oil type selection
- C. Additive system selection
- D. Machine specific lubricant requirements
- 1. Hydraulic systems
- 2. Rolling element bearings
- 3. Journal bearings
- 4. Reciprocating engines
- 5. Gearing and gearboxes
- E. Application and environment related adjustments.
- IV. Lubricant Application (18%)
- A. Basic calculations for determining required lubricant volume.
- B. Basic calculations to determine re-lube and change frequencies.
- C. When to select oil; when to select grease.
- D. Effective use of manual delivery techniques.
- E. Automatic delivery systems.
- 1. Automated deliver options.
- a) Automated grease systems
- b) Oil mist systems
- c) Drip and wick lubricators
- 2. Deciding when to employ automated lubricators.
- 3. Maintenance of automated lubrication systems.
- V. Lube Storage and Management (10%)
- A. Lubricant receiving procedures.
- B. Proper storage and inventory management.
- C. Lube storage containers
- D. Proper storage of grease-guns and other lube application devices.
- E. Maintenance of automatic grease systems.
- F. Health and safety assurance.
- VI. Lube Condition Control (10%)
- A. Filtration and separation technologies.
- B. Filter rating.
- C. Filtration system design and filter selection.
- VII. Oil Sampling (10%)
- A. Objectives for lube oil sampling
- B. Sampling methods
- C. Managing interference
- 1. Bottle cleanliness and management
- 2. Flushing
- 3. Machine conditions appropriate for sampling
- VIII. Lubricant health monitoring (10%)
- A. Lubricant failure mechanisms
- 1. Oxidative degradation
- a) The oxidation process
- b) Causes of oxidation
- c) Effects of oxidative degradation
- 2. Thermal degradation
- a) The thermal failure process
- b) Causes of thermal failure
- c) Effects of thermal degradation
- 3. Additive depletion/degradation
- a) Additive depletion mechanisms
- b) Additives at risk for depletion/degradation by the various mechanisms.