Oil Analysis 5 – Oil Sampling

Oil analysis is one of the most powerful tools for monitoring equipment health, detecting early signs of wear, and optimizing lubricant performance. However, the accuracy and reliability of oil analysis depend heavily on proper sampling techniques. Poor sampling practices can lead to misleading results, incorrect diagnostics, and missed opportunities for proactive maintenance.

This course provides a structured approach to oil sampling methods and best practices, ensuring that samples are collected in a way that accurately represents lubricant and machine condition. Participants will learn how to define oil analysis objectives, select the correct sampling methods, identify the best sampling locations, and maintain sample cleanliness to prevent cross-contamination. The course also covers data collection best practices and determining appropriate sampling frequency based on equipment criticality and operating conditions.

Designed for reliability engineers, maintenance personnel, and lubrication specialists, this course equips participants with the knowledge and skills necessary to implement effective oil sampling programs that enhance asset reliability and extend lubricant life.

Course Modules:
Oil Analysis 05 01 – Objectives
Learn the key objectives of oil sampling and analysis, including condition monitoring, contamination detection, and lubricant performance assessment. Understand how oil analysis fits into a predictive maintenance program.

Oil Analysis 05 02 – Sampling Methods
Explore different oil sampling methods, including drain sampling, live zone sampling, and vacuum pump sampling. Understand the advantages and limitations of each technique and how to ensure sample integrity.

Oil Analysis 05 03 – Sampling Zones
Discover the importance of selecting the right sampling location within a lubrication system. Learn how to identify the most representative sampling points to capture accurate data on lubricant and equipment condition.

Oil Analysis 05 04 – Bottle Cleanliness
Understand how sample container cleanliness affects analysis accuracy. Learn best practices for handling, cleaning, and storing sample bottles to minimize contamination risks.

Oil Analysis 05 05 – Data Collection
Learn how to properly document oil sampling data, including machine details, lubricant type, running hours, and environmental conditions. Understand the impact of incomplete or incorrect data on oil analysis results.

Oil Analysis 05 06 – Sample Frequency
Understand how to determine the appropriate oil sampling intervals based on equipment type, operating conditions, and risk factors. Learn how to adjust sampling frequency based on oil analysis trends and equipment criticality.

Key Learning Outcomes:

  • Understand the critical role of oil sampling in condition monitoring and proactive maintenance.
  • Identify the best sampling methods and locations to ensure accurate and reliable analysis results.
  • Implement best practices for preventing sample contamination and maintaining bottle cleanliness.
  • Develop a structured approach to oil sampling data collection and documentation.
  • Determine the correct sampling frequency based on equipment needs and operational factors.

This course is ideal for maintenance professionals, reliability engineers, and lubrication technicians who want to improve the effectiveness of their oil analysis programs. By mastering oil sampling best practices, participants will be better equipped to detect early warning signs of wear, contamination, and lubricant degradation, ultimately improving equipment reliability and reducing maintenance costs.

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100% Positive Reviews
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5000 Students
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6 Modules
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2h

Course Syllabus

  • Objectives
  • Sampling Methods
  • Sampling Zones
  • Bottle Cleanliness
  • Data Collection
  • Sample Frequency

Who is this course for?

Condition Monitoring Technicians
Laboratory Analysts
Lubrication Engineers
Industrial Lubricants Salespeople
Reliability Engineers
Rotating Equipment Engineers

Meet the expert

Rafe Britton

Formulation, Marketing, Oil Analysis

Australia

Rafe Britton, the Lubrication Expert, is known within the industry for his YouTube channel and podcast, and works with mid-size industrials improve their equipment uptime while reducing the cost of their lubrication program. He is a mechanical engineer with 13 years of experience on both sides of the industry; both as an operator, and lubricant supplier. Rafe holds a Bachelor of Aerospace Engineering and a Bachelor of Physics from UNSW.

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