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Holloway’s Notes for Machinery Lubrication Engineer Exam Preparation

$75.00

Soft cover, metal spiral bound, Holloway’s Notes for Machinery Lubrication Engineer Exam Preparation is an authoritative and field-grounded resource designed to prepare lubrication professionals for the ICML’s Machinery Lubrication Engineer (MLE) certification. Authored by industry veteran Michael D. Holloway, this book consolidates critical knowledge from reliability engineering, tribology, asset management, lubricant formulation, and condition monitoring into a structured, accessible format. Covering all key domains of the MLE Body of Knowledge, it serves as both a study companion and a reference tool for practitioners seeking advanced expertise in lubrication-centered reliability programs.

The book encompasses topics ranging from ISO 55000 asset management frameworks and risk-based maintenance strategies to the implementation of lubrication support systems, data-driven CBM (Condition-Based Maintenance), and effective failure analysis techniques such as FMEA and RCA. It includes practical guidance on lubricant selection, equipment design for maintainability, and integration of in-service oil analysis with reliability metrics like OEE, MTBF, and RONA. Detailed discussions address planning and scheduling, work management, lubricant handling infrastructure, and lubrication-related safety and environmental compliance.

With hundreds of diagrams, charts, and structured summaries, the content is optimized for exam preparation while offering lasting value as a professional reference. The book uniquely emphasizes the integration of lubrication into enterprise asset management, lean operations, and sustainability objectives, supporting both theoretical learning and applied performance.

Whether used for independent study, corporate training, or engineering development programs, Holloway’s MLE Notes equips candidates with the knowledge and confidence to succeed in the certification process and to lead lubrication excellence within their organizations. It reflects decades of industrial experience and instructional insight, offering a rigorous, real-world approach to machinery reliability through lubrication.

Delivery will require additional shipping costs and for addresses outside of the United States, international shipping costs vary based on destination, weight, and carrier service levels. Customers are responsible for any applicable customs duties or import taxes. Please note that international delivery may take 2 to 3 weeks, depending on local processing times and regional postal efficiency. Tracking information will be provided when available.

When making a purchase, select the US delivery or International in the resource section.

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Description

ContentsI.
  • Definition of Asset Management in the context of the
  • ISO 55001 Requirements (refer also to EN 16646 for physical assets)
  • Physical Asset Hierarchy and ISO 14224:2016
  • ICML 55 Attributes and Requirements in the context of machinery lubrication
II.
  • Reliability philosophies and strategies
  • Condition-based maintenance
  • Reliability Culture
  • Financial Analysis and Economic Justification
  • Failure Modes Effects Analysis (FMEA), Failure Reporting, Analysis and Corrective Action System (FRACAS), and Root Cause Analysis (RCA)
  • Asset design change process and management of change
  • Criticality analysis and risk management
  • Metrics, KPIs, Scorecard, Overall Equipment Effectiveness (OEE)
  • Asset life cycle engineering and management
  • Design for reliability, operability and maintainability
  • Managing Sources of vibration and wear, including fasteners, alignment and balance
III.
  • Procedure-based maintenance and standardized work
  • Procedure-based maintenance ensures consistent execution of maintenance tasks.
  • Standardized work takes a broader approach to optimize the
  • PM Optimization
  • Work Management, Planning and Scheduling
  • Shutdown, Turnaround and Outage Management
  • Operator-driven Maintenance, Autonomous Maintenance, Total  Productive Maintenance
  • Enterprise Asset Management (EAM) and Computerized Maintenance Management System
  • Stores, Parts and Inventory Management
  • Workforce management, skills and training
IV.
  • Condition-based maintenance versus breakdown maintenance
  • Predictive Maintenance
  • Proactive Maintenance
  • Inspection 2.0
  • CBM technologies (lubricant analysis, vibration, thermography, acoustics, motor current, etc.)
  • CBM for major machine categories: pumps, compressors, turbines, gearboxes
  • CBM Integration and Program Management
  • CBM Data Management
V.
  • Mechanical Friction, Fluid Friction, Dry Friction
  • Lubrication Fundamentals
  • Lubrication Regimes
  • Film Thickness, Specific Film Thickness, Mixed Film
  • Film Strength, Additive and Chemical-induced Films
  • Mechanical Wear, Abrasion, Adhesion, Surface Fatigue
VI.
  • Liquid and grease lubricants, formulation science, base oils, common thickeners, common additives
  • Solid-film Lubrication and Types
  • Physical and Chemical Properties of Lubricating Oils and Grease
  • Common Lubricant Laboratory Test Methods
  • Differences and Unique Physical and Chemical Properties
VII.
  • Skills Required for Lubrication Technicians
  • Skills Required and Performed by Operators and Inspectors
  • Skills Required and Performed by Mechanics and Millwrights
  • Skills Required and Performed by Reliability Engineers and Maintenance Supervision
  • Skills Required and Performed by by Plant Management
  • Standardized Training, Tasked-based Training and Competency
VIII.
  • Lube Room Design for Reliability, Safely and Environmental Requirements
  • Design and Use of Storage Facilities of Bulk Tanks, Tank Farms, Totes for Reliability, Safety, Environment, and Regulatory Requirements
  • Standardized Lubricant Labeling for Packaged and Bulk Vessels
  • Spill Containment and Leak Protection Practices for Environmental Protection and Basic Regulatory Compliance
  • Transfer, Handling, Dispensing, Filtration from Drums, Totes and Day Tanks
  • Transfer, Handling, Dispensing, Filtration from Bottles, Jugs, and Small Grease Packages
  • Selection and Use of Workplace and Lube Room Tools and Accessories and Basic Care and Storage
  • Safety Practices Related to the Storage and Handling of Lubricants
IX.
  • Basic elements of Reliability-centered Maintenance (RCM)
  • Failure Patterns and Weibull Distributions Basic Elements
  • Ranking of Lubrication-specific Failure Modes and Causes and the Use of Failure Modes Effects Analysis (FMEA)
X.
  • Optimum Selection, Set-up and Use of Lubricant Application Devices and Hardware
  • Optimum Selection, Installation and use of Contamination Control Devices/Hardware
  • Instrumentation requirements including selection and location of online oil analysis sensors
  • Optimum Selection, Location, and Use of Sight Glasses and Level Gauges for Lubricated Equipment
  • Optimum Selection and Use of Relubrication and Oil Change Hardware & Tools
  • Optimum Selection and Location of Sampling Valves and Hardware
  • Purpose and Use of Drip Pans, Grease Traps, Berms, Purge Ports
  • Optimum Selection and use of Tags, Labels and Plates
XI.
  • Vendor Selection Based on Product Range, Product Quality, Product Performance, Support & Services
  • Elements in Generic Lubricant Specifications
  • Common Machine or Application
  • Lubricant Specification Elements (base oil, additives, thickeners, performance properties, physical properties, chemical properties, and health and safety properties)
  • Food Grade Lubricant Selection, Application, and Regulations
  • Rationalized Lubricant Consolidation to Optimize the Number of Lubricant Grades and Brands
  • Lubricant Cross-Contamination Risks, Compatibility Testing,
  • Proper Labeling Methods Using Standardized Classifications and Visual Identification System
  • Standardized Classifications
XII.
  • Routine Scheduled Work and PMs
  • Unplanned and Condition-based Work Request Processing
  • Lubrication-Related Work Prioritization and Planning
  • Lubrication-Related Work Kitting, Skill Matching, and Crew
  • Work Scheduling
  • Lubrication-Related Unplanned and Planned Work Backlog
  • Lubrication-Related Troubleshooting Faults and Anomalies
  • Lubrication-Related Record Keeping, Documentation, and CMMS
XIII.
  • Periodic Lubrication Tasks for Controlling Correct Lubricant Supply
  • Periodic Lubrication Tasks: Frequency, Volume, and Criteria
  • Proper Oil Top-up Procedures
  • Proper Grease Relubrication Procedures for Common Machine
  • Lubricant Drain and Purge Criteria and Methods for Major
  • Contamination Control Tasks in Periodic Lubrication
  • Machine Flushing Requirements, Risks, and Benefits
  • Methods for Oil Reclamation in Lubricated Equipment
  • Lubricant Waste Handling, Disposal and Cleanup
  • Leak Detection, Management and Leak Cleanup
  • Safety in Lubrication Maintenance Tasks
XIV.
  • Inspection of Lubricated Machines for Optimum Reliability, Safety, Environmental Protection, and Condition Monitoring
  • Inspection of Lubricated Machines: Optimizing Intervals, Routes, and Autonomous Practices
  • Selecting and Installing Machine Inspection Windows for
  • Selecting, Using, and Caring for Inspection Tools and Aids for
  • Inspection Protocol for Common Machine Types: Optimized
  • Inspection Protocol for Spare Parts, Stored New Machines, and Standby Machines: Ensuring Reliability and Readiness
  • Inspection Personnel Skill Sets and Training for Optimum
  • Examples of Inspection Checklist, Findings Report, and Documentation for Lubricated Machines
  • Examples of Integration of Inspection with Other Condition Monitoring Practices
XV.
  • Selecting Optimum Tools and Procedures for Lubricant Analysis
  • Selection of an Off-site Oil Analysis Laboratory
  • Selection of Onsite Oil Analysis Testing
  • General In-service Lubricant Sampling and Analysis Program Design
  • New Lubricant Receiving Requirements
  • Stored Lubricant Sampling and Analysis – Packaged and Bulk
  • Selection of Routine Lubricant Test Slate and Standardized Methods
  • Selection of Exception Tests, Conditions for Use, and
  • Selecting Data Alarms and Limits for In-Service Lubricants
  • General Strategy for Data Interpretation of In-Service Oil Analysis
  • Data Management and Overall Program Management for In- Service Oil Analysis
  • Reporting and Responding to Non-Conforming Data in In-Service Oil Analysis
  • Integration of In-Service Oil Analysis with Other Inspection and Condition Monitoring Methods
  • Accuracy and Quality Verification in an In-Service Oil Analysis Program
XVI.
  • Basic Troubleshooting Procedures for Lubricated Systems
  • Applying FRACAS for Lubricated System Fault Management
  • General RCA Policies and Guidelines for Lubricated Systems
  • RCA Phases for Lubricated Systems: Data Collection, Assessment, Corrective Action, Inform & Follow-up
  • Data Collection and Evidence Preservation for Lubricated Systems
  • Root Cause Assessment Methods for Lubricated Systems
  • Guidelines for Responding to Root Cause Conditions for Lubricated Systems
  • Guidelines for Responding to Incipient Failure/Faults for Lubricated Systems
  • Responding to Impending/Precipitous Failure for Lubricated Systems
  • Responding to Sudden-Death or Catastrophic Failure in Lubricated Systems
  • Guidelines for Fault/Failure Findings from Rebuild Shops for Lubricated Systems
XVII.
  • Incoming Lubricants, Parts, and Machine Product Acceptance
  • Certificate-of-analysis of Lubricant Supplies
  • Internal/external Cleanliness and Packaging
  • Lubricant supply agreement terms and conditions related to quality and services provided
  • Aligning with Suppliers through Effective Lubricant Safety and
  • Services of Off-site Service Providers and Rebuild Shops (quality, part cleanliness, roll-off cleanliness, documentation, findings reports, etc.)
XVIII.
  • Disposal of Lubricants, Filters, Rags, Containers
  • Cleaning of Containers, Parts, Hoses, Components and Devices
  • Labeling and Documentation of Hazardous Waste and Non- Hazardous Materials for Used Lubricants and Cleaning Solvents:
  • Disposal of Hazardous and Non-hazardous Materials
  • Alignment to ISO 14000
XIX.
  • Influence of Lubricants and Lubrication on Energy Conservation
  • Influence of Lubricants on Atmospheric Contamination
  • Environmental-friendly Lubricants (e.g., biodegradability)
  • Lubricant Aqueous Toxicity, Risk and Assessment
  • Organizational Goals and Policies
  • Optimized and Practical Use of Lubricants and Lubrication Conservation and Environment Protection
XX.
  • Disposal & waste management
  • Safety Training, Policies and Guidelines
  • Hazardous Lubricants and Toxicity
  • Microbial Safety Risks and Control of Transmission (to other machines)
  • Fluid Pressure and Fluid Injection Risks (blood stream injection)
  • Lubricant Mists in the Work Environment
  • Confined Space Risks
  • Fire and Combustion Risks
  • Electrocution Risks
  • Mechanical Risks
XXI.
  • Selection of Dehydration Methods and Practices
  • Additive Reconstruction of Aged or Damaged Lubricants
  • De-varnishing of Fluids and Machine Surfaces
  • Industrial Oil Acid Scavenging Methods
XXII.
  • Industrial Lubrication: Standby, Storage, and Commissioning for Special Requirements
  • Special Lubrication-related Practices to Protect Machines and Parts In Storage or Standby
  • XXIII.
  • Micro Metrics of Machines and Lubricant Conditions
  • Macro and Big-picture Metrics for Overall Fleet or Plant Machine Health
  • Mapping and Aligning Metrics to Return on Net Assets (RONA)
  • Overall Equipment Effectiveness (OEE) (related to asset
  • Leading Metrics that Predict Future Conditions or Events
  • Lagging Metrics that Report or Summarize Past Conditions or Events (what just happened)
  • Lubricant Consumption Ratios/Metrics
  • MTBF and General Machine Reliability Metrics
  • Lubrication Route Compliance Measurement
  • Percent Planned Maintenance, Workforce Efficiency, Wrench Time
  • Metric Communication
  • Performance Control and Remediation
XXIV.
  • Culture of Continuous Improvement
  • Improved Data Analytics for Lubrication Practices (Industry 4.0 Approach)
  • Improved CBM Sensor Application and Scope
  • Improved Cost Reductions in Lubrication Practices (Leveraging Resources)
  • Improved Production Output
  • Improved Energy Consumption through Optimized Lubrication Practices
  • Improved Environmental Protection
  • Improved Safety Through Optimized Lubrication Practices
  • Improved Product Quality and Timely Delivery through
  • Improved Profitability Through Optimized Lubrication Practices
XVI. Reliability Engineering
  • MTBF (Mean Time Between Failures)
  • MTTF (Mean Time to Failure)
  • MTTR (Mean Time To Repair)
  • Availability
  • System Configurations: Series vs. Parallel
  • Bathtub Curve
  • Infant Mortality Phase
  • Useful Life Phase
  • Wear-Out Phase
  • Failure Modes and Effects Analysis (FMEA)
  • Identifying Failure Modes
  • Applying Design and Process FMEA
  • Root Cause Analysis (RCA)
  • The 5 Whys and the Fishbone Diagram
  • Fault Tree Analysis (FTA)
  • Tracing Latent and Systemic Causes
  • Statistical Reliability Methods
  • Weibull Analysis
  • Accelerated Life Testing (ALT)
  • Design HALT and HASS Test Protocols
  • Life Prediction Models
  • Load-Stress Failure Relationships
  • Design for Reliability (DfR)
  • Integrate Reliability into the Design Process
  • Reliability Allocation Across Subsystems
  • Apply Derating, Redundancy, and FMEA at Design Time
  • Reliability Block Diagrams (RBD)
  • Construct RBDs for Complex Systems
  • Analyze Series-Parallel Structures
  • Simulation for Mission-Critical Systems
  • Maintainability and Availability
  • Availability Metrics
  • Reliability-Centered Maintenance (RCM)
  • Classify Failure Modes and Consequences
  • Select Proactive Maintenance Tasks
  • Decision Logic for Maintenance Planning
  • Condition-Based Monitoring & Predictive Maintenance
  • Understand Monitoring Technologies
  • Estimate Remaining Useful Life (RUL)
  • Risk Assessment and Safety Standards
  • Apply ISO 31000 – Risk Management Framework
  • Apply IEC 61508 – Functional Safety of E/E/PE Systems
  • Apply MIL-STD-882 – System Safety
  • Perform HAZOP – Hazard and Operability Study
  • Perform FMECA – Failure Modes, Effects & Criticality Analysis
  • Perform LOPA – Layer of Protection Analysis
  • Assess and Verify Safety Integrity Level (SIL)
  • Reliability Growth Modeling
  • Model Reliability Growth
  • Analyze Model Results
  • Plan Test-Fix-Test Campaigns
  • Regression or Maximum Likelihood Estimation to Estimate Model Parameters
  • Regression Analysis
  • Maximum Likelihood Estimation (MLE)
  • Test-Fix-Test Campaigns and Reliability Growth Modeling: A Structured Path to Proven Reliability
  • Execute Testing and Capture Failures
  • Apply Fixes and Validate Improvements
  • Model Reliability Growth and Estimate Parameters
  • Manage and Document the Growth Campaign
  • Reliability Demonstration Through Test Planning
  • Reliability Demonstration Through Test Planning: A Comprehensive Approach to Product Validation
  • Defining Test Objectives and Targets
  • Selecting Strategy and Sample Size
  • Execute and Analyze
  • Data Collection and Failure Reporting
  • Data Collection and Failure Reporting: Turning Operational Data into Reliability Insight
  • Design Data Collection Systems
  • Enable Accurate Failure Reporting
  • Use Data for Reliability Improvement
  • Implementing FRACAS Workflows
  • Designing the FRACAS Workflow
  • Capture and Classify Failures
  • Drive Actions and Monitor Results
  • Analyzing Warranty and Service Data Trends
  • Unlocking Hidden Reliability Insights
  • Collect and Structure Warranty Data
  • Analyze Patterns and Key Performance Indicators (KPIs)
  • Apply Insights to Reliability Programs
  • Human Factors and Organizational Reliability
  • Enhancing System Performance through Human-Centered Design
  • Identify Human Error Risks
  • Apply Human Reliability Techniques
  • Mitigate Human Error
Promoting a Culture of ReliabilitySOPs and Training ProgramsGlossaryAppendix
  • Reliability Engineering Standards Reference List
  • Reliability Engineering Checklists
  • FMEA Checklist (Design or Process FMEA)
  • Root Cause Analysis (RCA) Checklist
  • Test-Fix-Test Campaign Checklist
  • FRACAS Reporting Requirements Checklist
  • Reliability Engineering Templates & Worksheets
  • Failure Report Form (FRACAS Aligned)
  • Root Cause Analysis (RCA) Worksheet
  • FMEA Table Template
  • Maintenance Strategy Planner (RCM-Based)
  • Data Collection Log for Testing
  • Reliability Growth Tracking Table
  • Lubricants Review
    • Storage, Handling and Application of Lubricants
    • Lubrication Storage Methods
    • Lubrication Handling Methods:
    • Lubrication Application Methods
    • Transportation Lubricants
    • Engine Oils
    • Physical Properties
    • Classifications
    • New Engine Oil Tests
    • Used Oil Analysis for Engine Oils
  • Classifications
    • API
    • SAE
  • New Oil Tests
  • Transportation Lubricant – Used Oil Analysis
  • Greases
  • Types of Friction in a Lubricated System
  • Types of Wear in a Lubricated System
  • Factors Influencing Wear in a Lubricated System
  • Process for Selecting the Best Lubricant for an Application
  • Types of Base Oils and Additives Used in Lubricants
  • Different types of bearings, their characteristics, and their applications:
  • Common Greased Bearing Failure Modes, Causes, and Remedies
  • Different types of lubricating greases, their characteristics, and their applications:
  • Lubricating Grease Testing Methods and Their Purpose
  • Storage, Safety, and Environmental Concerns for Proper Use of Lubricating Grease
  • Types of Gears and Their Applications
  • Types of Gear Failures, Causes, and Remedies
  • Types of Gear Oils and Their Applications
  • Methods of Gearbox Lubrication and Their Applications
  • Gear Oil Testing Methods and Their Purpose
  • Storage, Health & Safety, and Environmental Concerns for Gear Oil
  • Types of Hydraulic Systems and Pumps and Their Applications
  • Common Hydraulic System Failures, Causes, and Remedies
  • Types of Hydraulic Fluids and Their Applications
  • Storage, Health & Safety, and Environmental Concerns for Hydraulic Fluids
  • Types of Combustion Engines and Their Applications
  • Engine Oil Testing Methods and Their Purpose
  • Application Methods for Metalworking Fluids (MWFs)
  • Storage, Health & Safety, and Environmental Considerations for Metalworking Fluids (MWFs)
  • Types of Air Compressors and Their Applications
  • Common Air Compressor Failures, Causes, and Remedies
  • Types of Air Compressor Oils and Their Applications
  • Tests for Air Compressor Oil and Their Purpose
  • Types of Chains That Require Lubrication and Their Applications
  • Types of Chain Lubricants and Their Applications
  • Types of Wire Ropes and Cables That Require Lubrication and Their Applications
  • Types of Seals, Gaskets, and O-Rings in Lubricated Systems and Their Applications
  • Compatibility of Seals, Gaskets, and O-Rings with Lubricants
  • Tests for Seals, Gaskets, and O-Rings
  • Types of Cleaners and Solvents Used in Industry and Their Applications
  • Application Methods, Storage Considerations, and HSE (Health, Safety, and Environmental) Considerations for Industrial Solvents and Cleaners

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