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2013 AM Education Course Description: Basic Lubrication 101 - Lubrication Fundamentals

December 01, 2012

Annual Meeting
STLE University

Education Course Fact Sheet: Basic Lubrication 101- Lubrication Fundamentals

Course content, instructors and details subject to change. This listing was last updated on March 15, 2013.

Date/Time: Sunday, May 5, 2013, starting at 8:00 a.m. For details, see course agenda

Course Chair: John Sewall, ExxonMobil

Course Vice Chair: Dan Holdmeyer, Chevron

Course Description: Basic Lubrication 101 is an introduction to lubricants, lubrication principles, base oils, additives and compounded fluids. This course does not require the student to have a formal scientific degree or background, although many technical terms and concepts related to lubricants and their composition are covered. Basic Lubrication 101 is intended for a diverse group, including people involved in technical service, sales, marketing, manufacturing, maintenance and management who want to know more about lubricant products and how they work. Basic Lubrication 101 is designed specifically for those new to the lubrication industry.

You may also like: Basic Lubrication 102 - Fundamentals of Equipment Lubrication and Advanced Lubrication 301.


Base Oil Fundamentals

Overview: The presentation touches on the processing necessary to product base stocks from crude oil.  Base stock fundamentals and performance are also addressed.

Instructor: John Rosenbaum, Chevron

Biography: Dr. John Rosenbaum is the Senior Product Development Engineer at Chevron Global Base Oils. The majority of John‘s 30 year career at Chevron has been in technology development for producing higher performing fuels and lubricants.   For the last 11 years he has lead manufacturing and marketing technical support for Chevron’s current and future base oils.  John has a Bachelors of Science degree with Distinction in Chemistry from San Diego State University and a PhD in Materials Science and Engineering from the University of California at Berkeley.  He is the author or co-author of about 60 US patents plus numerous publications.


Overview: A review of the function of additives, the chemicals used in their formulations, and the mechanism of their action will be discussed.  The advantages and limitations of additives, together with examples of typical performance in laboratory test, and future trend of additives will also be discussed.

Instructor: Chris Schmid, The Lubrizol Corporation

Biography: With 20 plus years' experience in the lubrication industry, Chris built his real-world lubrication knowledge managing field tests for Lubrizol and its customers and managing customer programs in Lubrizol's engine oil group. He has been responsible for field testing in all of the major lubricant market segments and in numerous regions around the world.  By virtue of his work with dealerships, fleet maintenance managers, OEM representatives and lubricant marketers, Chris has unique insights into the knowledge and skills required of lubricant consumers and sales forces.  Chris is now the Americas Commercial Manager for Lubrizol Custom Solutions. He has developed and taught courses on basic and advanced lubrication, equipment design and operation, and trouble-shooting techniques.  Chris has a mechanical engineering degree from Carnegie-Mellon University and masters of business administration from John Carroll University.  Chris is also an STLE Certified Lubrication Specialist.

Lubrication Fundamentals

Overview: This module will discuss the basics of friction, wear, and lubrication - and how they are related.  We will cover the regimes of lubrication and the basic selection criteria when applying lubricants to different machinery components.  You will also learn about typical lubricant composition and how it varies by application.  At the end of this section you will understand the fundamental principles of lubrication at a basic level.

Instructor: John Sewall, ExxonMobil

Biography: John O. Sewall, STLE-C.L.S., ExxonMobil Lubricants & Specialties Company, Fairfax, Virginia. Mr. Sewall received a B.S. in Marine Engineering & Operations  (1987) a Minor in Management and Naval Science from the Maine Maritime Academy located in Castine , Maine.  He also received his United States Coast Guard 3rd Assistant Engineers License of Steam and Diesel Marine Power Plants of any Horsepower U.S. or Foreign Flag Registry.  Upon Graduation, He received a commission in the United States Navy and attended The Navy Surface Warfare Officers School and the Navy Gas Turbine Engineering School (DD-963 Class Destroyer) located in Newport , RI.  After completion of training in Newport, he was assigned duties as the Main Propulsion Officer aboard the U.S.S. John Rodgers DD-983 from 1987-1991. Mr. Sewall joined ExxonMobil as a Sales Engineer responsible for sales and technical support based in Shreveport, LA.  In 1996 John was promoted to a Lubrication Engineers position based in Portland , Maine serving the Pulp &Paper Industry along with general mfg for the New England Territory.  John was promoted to Chief Engineering Manager for the NE Region responsible for managing ten lubrication engineers, customer service, and technical training for the North Eastern United States. He is a member of the Society of Tribologists and Lubrication Engineers, and has earned their Certified Lubrication Specialist designation.

Fundamentals of Hydraulics

Overview: Hydraulic systems are found in almost every type of machinery, in almost every industry.  Whether involved in designing, selling, or servicing hydraulic oils and other lubricants, it is important to understand the fundamentals of hydraulics.  This presentation will review the basics of hydraulic principles, system components, and troubleshooting.  We will also briefly discuss lubricant characteristics impacting performance in hydraulic systems.  Finally, we will very briefly review fire resistant hydraulic fluids and their application.

Instructor: Ken Dulinski, Eaton Hydraulics

Biography: Ken has been working in the Electronics, Fluid Power and Motion Control field for over 30 years. His experience encompasses component level repair, field service, and design engineering of test systems in industrial manufacturing .  He is currently employed by Eaton Corporation as a senior technology instructor for Hydraulics Group Training Services and designs training simulators to be sold to colleges and universities worldwide. He is actively involved in the International Fluid Power Society and currently serves on the Board of Directors.  He holds all of the available certifications for hydraulics offered by the IFPS and is also certified by the IFPS as an Accredited Instructor. Ken holds a BS degree from St. Leo University – Tampa.

You may also like: Hydraulics 101: Basic Fluids & Applications, offered on Wednesday.

Lubricant Test Methods

Overview: This presentation investigates the relationship of Lubricant QA/QC and Qualification tests, as detailed on lubricant suppliers product data sheets against physical lubricant performance.  This presentation will provide an overview of lubricants testing, results interpretation, and the relationship to performance in application.   Many of the tests are specific to the different industrial lubricant classes such as turbine, gear, and hydraulic oils along with greases.  Over twenty different tests will be examined with particular emphasis on testing procedures, result interpretation, and relevance to field application. Product data sheets from various lubricant suppliers will be used as illustrations.

Instructor: Ray Thibault, LTC

Biography: Ray Thibault, CLS, OMA I & II MLT I & II and MLA II & III retired from ExxonMobil with 31 years of service in 2001 to form LTC, a lubrication training & consulting company.  He has done extensive training and consulting worldwide for many of the leading manufacturing and lubricant companies. As a contributing editor for Lubrication Management & Technology magazine for the past six years, he writes bimonthly articles on lubrication.  He has been the session chairman for Lubricants World held at the International Maintenance and Predictive Maintenance Conferences and is an active speaker at many other conferences such as STLE, Predictive Maintenance, and MARTS. He has worked with local STLE chapters such as Oklahoma, Houston, and Chicago as a presenter at their lube schools.  He currently resides in Cypress, Texas.


Overview: This presentation will provide a general overview of synthetic lubricants, touching on both composition and function.  Where appropriate, performance comparisons with conventional lubricants will be presented.

Instructor: Rob Coffin, Chevron Phillips

Biography: Rob Coffin is a Polyalphaolefins Research Chemist at Chevron Phillips Chemical Company LP.  He was raised in western Canada and graduated from The University of British Columbia in 2002 with a degree in chemistry.  He then moved to Southern California where he earned a Ph.D. in organic materials chemistry from the University of California, Santa Barbara.  After spending two years at Wake Forest University, first as a Post-Doctoral researcher and later as a Research Faculty member, Rob joined CPChem in early 2012 where he provides customer technical support and studies the physical and chemical properties of polyalphaolefins.

You may also like: Synthetic Lubricants 203: Non-Petroleum Fluids & Their Uses, offered today, or next year at the 2014 Annual Meeting, along with Synthetic Lubricants 204: Fluid Formulation & Applications.

Course Agenda

8:00 AM    Course Begins/Course Introduction
8:15 AM    Base Oil Fundamentals
9:15 AM    Additives
10:15 AM  BREAK
10:30 AM  Lubrication Fundamentals
11:30 AM  Fundamentals of Hydraulics
12:30 PM  LUNCH
1:30 PM    Lubricant Test Methods

2:30 PM    BREAK
2:45 PM    Synthetics

3:45 PM    Course Ends


  • "The course was put together extremely well and I would recommend it to anyone just starting in the fields of oil, greases, additives, hydraulics, and metal working fluids." - Mike Paumier, Chemical Engineer, Emerson Climate Technologies
  • "This was my first time taking a basic lubrication course at STLE. The course is setup perfectly to give you a firm understanding of the basic principles of lubrication. I would highly recommend it to someone new to the industry." -Alex Nucera, Koehler Instrument Company
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