Intro to Essential Care and Lubrication Practices

Onsite Training for Lubrication Technicians, Operators, and Maintenance Personnel

Course Description

This course is designed to equip plant personnel to perform lubrication and inspection practices that support your plant’s reliability objectives. After spending a day visiting with plant personnel and touring the facility, your instructor will prepare a course customized to your plant’s goals and needs. The following day is a full day of instruction and exercises which help students learn and retain the information.

The course focuses on proper techniques for machine inspections, lubricant application and handling, and contamination control, as well as an emphasis on the importance of precision lubrication.

Course Format

One-day onsite tour of your plant followed by 1 day of classroom instruction at your facility or location of your choice.

Who Should Attend?

  • Lubrication Technicians
  • Operators
  • Maintenance Personnel

Intro to Essential Care and Lubrication Practices

Course Outline

Lubrication and Machine Reliability Fundamentals

  • The role of lubricants in machinery
  • Maintenance strategies and why they are important
  • Why precision lubrication is critical

Oil and Lubricant Basics

  • What is in lubricants?
  • The difference between oil and grease
  • Grease color and condition basics
  • Lubricant identification exercise

Machinery Inspections

  • Temperature Measurement
  • How to measure machine temperature with IR guns
  • Temperature measurement exercise
  • Oil Level Inspection
  • Types of oil level gauges and their function
  • How to read oil level gauges and dipsticks
  • Common oil level inspection issues to avoid
  • Types of constant level oilers and their adjustment
  • Common inspection issues with constant level oilers
  • How to read bull’s eye level gauges
  • Common inspection issues with bull’s eye level gauges
  • Oil level measurement exercise
  • Pressure Measurement Basics
  • How to read common pressure gauges
  • Pressure gauge reading exercises

Contamination Control

  • The most common lubricant contaminant sources
  • Where and how contaminants get into lubricants
  • Common types of filtration and filter media
  • Bottom Sediment and Water (BS&W) Bowl inspection and care
  • How to inspect and manage sump headspace
  • Why air contamination control is important
  • Labyrinth/bearing isolator seal fundamentals

Machine Top-up and Sump Management

  • Types of lubricant handling equipment and their use
  • Importance of using the right handling equipment for the job
  • How to properly perform an oil drain
  • How to conduct reservoir flushing to remove residual oil and sediment
  • Flushing procedure for removing deposits and waste oil debris
  • Sump level check and top-up process for maintaining proper oil levels

Grease Lubrication

  • Procedure for manual grease fill with grease guns
  • Single and multi-point grease lubricator basics
  • How to get grease volume control right
  • Bearing types: shields and seals
  • Steps for greasing a typical motor bearing
  • How to select the right grease viscosity
  • Machine re-grease frequency factors
  • How to use ultrasonic energy measurement while greasing

Machine Upgrades for Effective Lubrication

  • Common hardware upgrade recommendations for the machine types at your facility

For more information or to schedule this course at your plant, please call (615) 771-6030.

Lubrication Program Development

Improve lubrication work practices, planning, and management.

Benchmark Analysis

Focus and guide your lubrication improvement efforts.

Lubrication Practices Development

Define the work and create SOPs.


Linear Route Development

Create cost-effective and time saving lubrication routes.


Deploy scheduling system and balance routes.

Condition Monitoring Assessment

Create an effective feedback loop with condition monitoring.

Storage & Handling Improvements

Design and specify lubricant storage and handling.


Onsite training to ensure program success.

Fluid Forensics Oil Analysis

Take your oil analysis program to the next level.

PASS+ Exam Prep

Prepare for certification exams on your phone, tablet, or computer!

Course Formats

Public Training

Attend an In-person Event

Private On-site Courses

Bring Us to Your Facility or Other Venue

Recorded Online Courses

Learn at Your Own Pace


Lubrication Tracking and Management Software

Lube Coach Pro

Lubrication Development Tool

Bearing Lubrication Calculators

Quickly Calculate Bearing Lubrication Intervals

Precision Lubrication Magazine

Learn About Precision Lubrication Best Practices