Practical Oil Analysis Seminar

M&B’s 1-day Practical Oil Analysis seminar provides engineers, analysts, technicians and mechanics with a concise overview of the essential information required to understand machinery lubrication, correctly perform oil sampling, understand analysis reports, and manage an oil analysis program.

We first focus the basic functions of a lubricant, how wear and contamination affect both machine reliability and oil quality, and how different oil types respond in similar applications. The essential properties of oils and greases are then reviewed, with a focus on understanding the parameters that most reflect changes in machine reliability.

We then cover how oil samples should be taken from machinery to obtain representative samples of the fluid system. The oil analysis tests performed on oils, hydraulic fluids, and greases are then reviewed, with an emphasis on understanding the implications of changes in the oil properties relative to machinery wear and reliability. We then integrate this with examples of oil analysis reports from various laboratories to show how to best interpret the report data, and how to assess oil degradation, additive depletion, and how to set and manage alarm limits.

The effects of contamination, how to prevent it, and the use of filtration are then reviewed to ensure attendees understand the impact of particulate contamination on machine reliability, and how to deal with it at their plants.

We conclude with discussions of how to manage an oil analysis program, how to set program goals, perform site assessments, select sampling frequencies, and select oil test packages based on machine type and service criticality. For advanced users, we also cover how to establish oil analysis program metrics to establish machine-class specific parameters that can be used across a fleet to monitor overall program effectiveness, and how to document cost savings.

Seminar Outline

Why Sample Used Oil?

– Examples of Oil-Related Machinery Failures

– Oil Change Out & Disposal Costs

– Does My Oil Really Need to be Changed?

Lubrication Fundamentals

– Wear Mechanisms in Machinery

– Types of Friction

– Modes of Contamination

– Primary Functions of a Lubricant

– Lubricant Failure Modes

– Water & Dirt – Your Worst Enemies

Lubricant Formulations

– Mineral & Synthetic Oils

– Common Additive Packages

– Greases

Lube Oil Properties

– Viscosity & Viscosity Index

– ISO, SAE & NLGI Grades

– Pour Point & Flash Point

– Film Strength

– Adhesion

– Acid & Base Numbers

– Demulsibility

Lube Oil Sampling

– Sample Port Types

– Sampling Techniques

– Selecting Sample Port Locations

– Proper Sample Handling

Oil Analysis Testing & Implications

– Viscosity

– Wear Metals & Particles

– Particulate Contamination

– Additive Depletion

– Oxidation

– Water Content

– Water Separability

– Acidity / Alkalinity

– Filter Debris & Patch Testing

– Analytical Ferrography

Interpreting Oil Analysis Reports

– Wear Metals, Contaminants & Their Sources

– Additive Depletion & Replenishment

– Assessing Oil Degradation

– Setting Alarm Limits

Bulk Oil Storage & Handling

– Lube Room Best Practices

– Oil Dispensing

– Using Filter Carts

– Baseline Oil Testing

Controlling Contaminant Ingression

– How Dirt & Water Affect Oil

– Preventing Dirt Ingression

– Preventing Water Ingression

– Removing Contaminants

Oil Filtration

– How Clean is Clean?

– ISO Cleanliness Codes

– On-line & Off-line Filtration

– Filter Carts & Filter Media

– Differential Filter Pressure

Managing an Oil Analysis Program

– Setting Goals

– Site Assessment Procedures

– Bulk Storage & Handling Assessment

– Equipment Selection

– Sampling Locations, Techniques & Frequency

– Selecting Oil Test Packages

Oil Analysis Program Metrics

– Normal vs. Abnormal Samples

– Establishing Class-Specific Averaged Metrics

– ISO Particle Counts

– Water

– Contaminants

– Wear Data

– Documenting Cost Savings


None. A general understanding of machinery lubrication is helpful.

Course Materials

A manual containing slide presentations, discussion materials, workshop exercises and additional reference information is provided in hardcopy and CD-ROM.


Mr. Stanley R. Bognatz, P.E.

Course Fees & Schedule

On-site and hotel seminars are priced by quotation and can be scheduled at any time.

Please contact us for more information and a quotation.


M&B provides technical training related to condition monitoring, vibration analysis, predictive maintenance, alignment, and rotor balancing. All seminars are customized to your specific need, and can be performed on-site at your location, and off-site at hotels or other locations for centralized training. If you have questions on any training course, or would like a custom-designed course, please contact us.