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2013 AM Education Course Description: Basic Lubrication 102 - Basic Applications

December 01, 2012

Annual Meeting
STLE University

Education Course Fact Sheet: Basic Lubrication 102 - Basic Applications

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

Date/Time: Wednesday, May 8, 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 102 is an overview of equipment systems (gears, bearings, seals, compressors and engines) and their lubrication requirements, including a module on grease. Like Basic Lubrication 101, this course does not require the student to have a formal scientific degree or background, although many technical terms and concepts related to the use of lubricants in various mechanical devices are covered. Basic Lubrication 102 is intended for a diverse group, including people involved in technical service, sales, marketing, manufacturing, maintenance and management who want to know more about how lubricants work in service. This course assumes fundamental knowledge of lubricants and lubrication principles, as presented in Basic Lubrication 101.

You may also like: Basic Lubrication 101 - Lubrication Fundamentals, and Advanced Lubrication 301. We'll also be offering these two co-sponsored courses at the 2014 Annual Meeting: ABMA's Bearings & Their Lubrication, or NLGI's Grease 101.


Gears & Coupling Fundamentals

Overview: This subject of gear lubrication is basic to industrial and automotive power transmission. The present-day scope of gear lubrication, factors affecting it, basic requirements, troubleshooting, and future developments will be covered.

Instructor: John Hermann, ExxonMobil Lubricants & Specialties

Biography: John Hermann is the Industrial Equipment Builder Manager for the Americas. John and his team secure and maintain equipment builder approvals and endorsements for Mobil lubricants and programs in the Americas. Prior to this position, John had served as the team lead of the Americas' Equipment Builder Engineer's group from July 1, 2006 until December 31, 2011. The Mobil Oil Corporation, now ExxonMobil Lubricants and Petroleum Specialties Company named John Hermann, Senior Equipment Builder Engineer July 1, 1998.  Prior to July 1, 1998, he was 27+ years with Texaco in a variety of sales, marketing, management and technical positions. He has earned the designation STLE (Society of Tribologists and Lubrication Engineers) CLS  (Certified Lubrication Specialist) and STLE Oil Monitoring Analyst (OMA-1). He was named a STLE Fellow in 1999.  In 2008, John was recognized with STLE's PM KU Meritorious Award. John is currently a member of the STLE OMA Committee and the STLE Presidential Council.  John has served in the following STLE positions: president, Chairman of the Education Committee, Chairman of the OMA Committee, Director, and Chairman of the Philadelphia Section. John has lectured on the fundamentals of lubrication, gear lubrication, hydraulic oils and turbine lubrication throughout the world at universities, professional societies and industry forums. 

Grease Fundamentals

Overview: For an overview of grease, this presentation will discuss grease terminology, composition and testing. Manufacturing methodologies and the benefits obtained from lubrication by grease shall be addressed as well.

Instructor: Chris Decker, ExxonMobil

Biography: Chris Decker is the Americas Grease Products Technical Advisor at ExxonMobil. He holds a B.S. in Chemistry from Southeast Missouri State University, and has been with ExxonMobil for over 14 years, including various positions within Manufacturing Operations, Quality Control, Field Engineering Services, and Product Technical Group. He is a member of STLE, and holds the Certified Lubrication Specialist (CLS) designation, and is a member of the National Lubricating Grease Institute (NLGI). His hobbies and interests include camping, fishing, shooting sports and marksmanship.


Overview: Seals are what keep a lubricant in an application while minimizing environmental ingress. This presentation will touch on the primary seal types, their composition, and function. Proper seal installation, as well as selection criteria will also be discussed.

Instructor: Steven Lemberger, Lemberger Consulting Services

Biography: Steven Lemberger, CLS graduated with a BS degree in Mechanical Engineering from the Illinois Institute of Technology, Chicago, Illinois. After graduation, he joined Continental Can Company as a research engineer. From 1979-1999 he worked at John Crane Inc. (formerly known as Crane Packing Company) in different engineering capacities including senior design engineer. From 1999-2010 he was employed by American Electric Power D.C. Cook Nuclear Plant as a component and lubrication engineer. In 2010 he formed his consulting firm called Lemberger Consulting Services, LLC where he is the Technical Director.  Mr. Lemberger has served as a Chairman of the STLE National Education Committee, and on the Board of Directors of STLE. He was the Chairman of the Seals Education Course and the Hydraulic Fluid Education Course. He is the founding member of the Certified Lubrication Specialists (CLS) Committee and he is a Certified Lubrication Specialist.  In 2009 he received the P.M. Ku Award one of the highest award given out yearly by the National Executive Committee of STLE. The P.M. Ku award is given to a person to recognize his or her outstanding and selfless achievements and who worked tirelessly in the background for the benefit of the Society and devoting numerous hours to promote and advance the cause of STLE.  He received two section awards of high honor bestowed upon him by the Chicago Section Executive Committee; the Allan A. Manteuffel Award and the Walter D. Hudson Award. Steve earned the Manteuffel Award in 1997 in recognition of his outstanding personal contribution to the field of lubrication engineering and to our technical Society. He also earned the Hudson Award in 2006 in recognition of his outstanding personal service to the section.


Overview: The presentation will focus on the fundamental of air compressors positive and non-positive displacement compressor and their lubrication requirements.

Instructor: Rick Russo, ExxonMobil

Biography: Rick Russo holds a B.S. in Chemistry from the University of Richmond. He has been with ExxonMobil for more than 24 years and is currently the Product Technical Advisor – Industrial. He holds STLE’s Certified Lubrication Specialist (CLS) and Oil Monitoring Analyst (OMA) designations, as well as ICML certified. Before starting at ExxonMobil, he served in the Navy and has held various positions at ExxonMobil including: Senior Lubrication Engineer, Industrial National Accounts Representative, Technical Support Manager U.S. Industrial, Chief Engineering Manager Industrial, Territory Manager Industrial (South Carolina), Lubrication Engineer Industrial (New England), and Sales Engineer Industrial (Mid-Atlantic).

Bearings & Lubrication Systems

Overview: Due to their availability and ease of installation and maintenance, ball or roller bearings are widely used in a broad variety of machines and equipment.  Consequently, design and maintenance personnel, as well as lubricant suppliers, are often confronted with need for some knowledge of their theory and application.  Accordingly, this presentation will include a review of the various types of rolling bearing and their salient characteristics, a very brief review of applicable theory, and then a discussion of practical application considerations with emphasis on lubrication.

Instructor: Paul Shiller, Researcher, University of Akron

Biography: Paul Shiller received a Ph.D. degree in Physical Chemistry from Case Western Reserve University in Cleveland, OH studying the surface reactions at fuel cell electrodes using molecular orbital methods.  He holds an M.S degree in Chemical Engineering also from Case Western Reserve University where he studied the characteristics of “Diamond-like films”.  He received a BE degree in Chemical Engineering from Youngstown State University.  He recently moved to the University of Akron as a Research Scientist in an “Open Innovation” collaborative effort between The University of Akron and The Timken Co.  At The University of Akron he will be working in the Timken Engineered Surfaces lab, which is part of the Center for Surface Engineering and Lubrication Research.  In this position he will carry out fundamental studies of lubrication additives and lubrication mechanisms with an emphasis on modeling and high-pressure properties.  Previously he worked at The Timken Company as a Product Development Specialist for lubricants and lubrication in starting in 2004.  He then moved to a position as a Tribological Specialist within the Tribology and Next Generation Materials group at the Timken Technology Center in North Canton.  At Timken he studies how the chemistry of lubricants affects bearings especially how additives can be used to extend bearing life.  Before coming to Timken he managed a polymer analytical chemistry lab at the Packard Electric division of DELPHI.  He started at Packard Electric as a quality control engineer in the ignition cable department when Packard Electric was a division of General Motors.  He was a Process Engineer on the thin film deposition processes for liquid crystal display products at PanelVision in Pittsburgh.  Paul worked as a Research Engineer at The General Tire Company in Akron studying polymer extrusion and molding and the performance of tennis balls.  He started his lubrication career as a Summer Intern at The Penn State University. Paul has received a Professional Promise Award from AIChE and the Shell Lubricants award for Instructor Excellence from NLGI. He is also currently an Adjunct Professor of Chemistry at Kent State University.  Paul is a member of STLE, ACS, and SOR.

ATF Fluids

Overview: The presentation will cover basic automatic transmission design and past through current OEM Fluid Specifications.

Instructor: Sam Vallas, Chevron

Biography: Sam Vallas is currently the Training Specialist for Global Lubricants at Chevron Products Company. He has previous experience in various areas, including his time at Buick and Chevrolet as an NIASE Certified Automotive Technician; Technician at Amoco’s Automotive Research Center developing and testing fuels and lubricants; Motor Vehicle Technician for the US Army National Guard; and lubrication marketing and tech service support for commercial and industrial lubricants in US and Caribbean for over 20 years. His current hobby is motorcycle racing.

Basic Engines

Overview: The presentation will cover basic engine design and API /ILSAC Testing and certification.

Instructor: Sam Vallas, Chevron

Biography: See above.

Course Agenda

8:00 AM   Gears & Coupling Fundamentals
9:00 AM   Grease Fundamentals
10:00 AM  BREAK
10:15 AM  Seals
11:15 AM  Compressors
12:15 PM  LUNCH
1:15 PM    Bearings & Lubrication Systems
2:15 PM    Automatic Transmission Fluids

3:15 PM    BREAK
3:30 PM    Basic Engines
4:30 PM    Course Ends


"The course was great. I learned more than I expected, since it covered an area I feel I have a deficiency in: seals. Overall an A+." - Thomas Loar, Industrial Sales Manager, Taylor Enterprises, Inc.

"I gained good knowledge from the course, in particular about grease lubrication. I carry the responsibility for our company’s pumps, and the lubrication knowledge gained there will be put to good use!" - Kristo Naude, Senior Engineer, NRG Energy, Inc.

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