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2013 AM Education Course Description: Hydraulics 101 - Basic Fluids & Applications

December 01, 2012

Annual Meeting
STLE University

Education Course Fact Sheet: Hydraulics 101 - Basic Fluids & 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: Nathan Knotts, Chevron

Biography: Nathan Knotts is currently Lead Research Scientist for Chevron Products Company. He received his B.S. degree in Chemistry from Adams State College and Ph.D. in Chemistry from the University of Missouri-Columbia. He has been with Chevron for 5 years and Nathan’s main role in the company is as a product developer with responsibilities in handling hydraulic fluids, rock drill, and metalworking products globally. Nathan is a participating member of the American Society for Testing and Materials (ASTM) and is the current Chair for Section N Hydraulics, and Society of Tribologists and Lubrication Engineers (STLE).

Course Description: This one day course provides an overview of  hydraulics and hydraulic fluid property and performance requirements. In particular, the course will discuss the composition of industrial hydraulic fluids and the property and performance comparison of hydraulic fluids based on different base stocks.  Requirements for specialized hydraulic fluids including fire-resistant and environmentally acceptable fluids will be reviewed as well as current trends in the hydraulics industry.  The objective of this course is to provide to the participants a working knowledge of hydraulics, the types of hydraulic fluids used in industry and current industry trends related to hydraulic fluids.  

You may also like: Basic Lubrication 101 & 102


Course Overview and Introduction

Overivew: This section will provide an overview of the course and a general introduction to hydraulics.

Instructor: Nathan Knotts, Chevron

Biography: See above.

Basic 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. The course covers the principles of hydraulic theory and the operating characteristics of the basic hydraulic components that are used to create a complete system. Topics include pumps, actuators, directional controls, flow controls, pressure controls, reservoirs, accumulators and filters.

Instructor: Tom Blansett, Eaton Corporation

Biography: Tom has been working in the Fluid Power and Motion Control field for over 30 years with 10 years spent actively serving in the US Navy and the remainder of his career spent as a civilian in engineering, sales, and training.  He is currently employed by Eaton Corporation as the Hydraulics Group Manager of Training Services. He is actively involved in the International Fluid Power Society and currently serves as the First Vice President.  Prior to this, Tom served on the Board of Directors for a number of years.  He holds certifications as a Certified Fluid Power Specialist and is also certified by the IFPS as an Accredited Instructor. Tom holds a BS degree from Montana State University – Billings and an MBA from the University of Colorado.

Hydraulic Fluid Composition and Performance Testing

Overview: This section includes three modules: base stocks, additives and performance testing.

Base Stocks: Base stocks constitute the majority of the hydraulic fluid and have a critical impact on the final fluid performance areas of high and low temperature viscosity, oxidation, aeration, seal swell, volatility, and fire resistance.   Details of mineral oil base stock refining and synthetic base stock (Group IV) chemistry will be presented in the context of commercial hydraulic fluids.

Additives: This section will focus on the additive types commonly used in formulating conventional hydraulic fluids.  Attention will be given to their chemistry, treat rates and mechanisms of action.

Performance Testing: This section will focus on the typical performance tests used to evaluate hydraulic fluids.  Talking about the testing criteria, which property the test is evaluating and things to look out for during testing and when selecting a proper fluid.

Instructor: Nathan Knotts, Chevron

Biography: See above.

Specialized Hydraulic Fluids

Overview: This section will review the industry association standards and governmental regulations that define these specialized hydraulic fluids.  Classification, properties, test methods, and applications for several types of specialization will be reviewed.  The presentation will focus on hydraulic fluids utilized for their performance in fire-resistance, environmental acceptability and food processing. This section includes three modules: Fire Resistant Hydraulic Fluids, Environmentally Friendly Fluids, and Food Processing.

Instructor: John Sherman, BASF

Biography: John Sherman received his B.S. degree in chemistry from Eastern Michigan University and has held positions in product management, sales, marketing and product  development at BASF Corporation where he has been employed for over thirty five  years.  He has worked in the development of polyalkylene glycol base stocks and thickeners, fire-resistant hydraulic fluids  and environmentally acceptable lubricants.  John is a participating member of  the American Society for Testing and Materials (ASTM, Society of Automotive Engineers (SAE), Society of Tribologists and Lubrication Engineers ( STLE), National Fluid Power Association (NFPA) and the Association for Iron and Steel Technology (AIST). John is currently a Technical Support Manager for the Fuel and Lubricant Solutions Group at BASF Corporation.

Standards for Hydraulic Systems and Efficiency Testing

Overview: This topic looks at the need for standardization throughout the industry for hydraulic system components and how this can help make systems overall more safe, efficient and increased interchangability between components.   In the presentation current research in the area of understanding pump efficiencies and relationship between mechanical and volumetric efficiency.    

Instructor: Paul Michael, Milwaukee School of Engineering (MSOE)

Biography: Paul Michael is a research chemist at the Milwaukee School of Engineering Fluid Power Institute.   He has 30 years of experience in the formulation and testing of hydraulic fluids and lubricants.  Michael is an STLE Certified Lubrication Specialist, chairs the NFPA Fluids Committee and leads the ASTM Hydraulic Fluid Compatibility Section. He is currently the principal investigator for energy efficient hydraulic fluid research in the National Science Foundation funded multi-university Center for Compact and Efficient Fluid Power.

Fluid Degradation

Overview: There are multiple thermal and mechanical stresses that act upon hydraulic oil during its life. These health of these fluids may also be impacted by several different types of contaminants. Understanding these degradation mechanisms is important for two reasons. First, there may be proactive actions taken to mitigate a form of degradation. Second, understanding why the fluid is failing is critical in establishing a condition monitoring program. This presentation will summarize the various degradation mechanisms found in hydraulic systems allowing your hydraulics to operate more reliably and allowing you to maximize the life and performance of your hydraulic fluid.

Instructor: Greg Livingstone, Fluitec

Biography: Greg has been in the lubricant industry for two decades and is a Certified Lubrication Specialist. He  has over 40 published papers on condition monitoring and contamination control. He has also held leadership roles in industry organizations such as past-Chair of ASTM’s Turbine Oil Analysis and Problem Solving Committee, past-Chair of STLE’s Power Generation section and past-Chair of Wind Energy Tribology Technical Committee.

Hydraulic Case Studies

Overview: this section includes three case studies, presented by three of the course instructors.

Aeration/Cavitation Damages and Causes: This course talks about a few case studies involving the damage that can be caused when the system experiences aeration or cavitation.  The case studies will also talk about how the problems were resolved.  

Filtration Issues: This section of the case studies addresses issues that are related to particles in the system and filtration of the overall systems.  It also looks at how important it is to look at all aspects of the system to discover the root causes of the problems occurring and that the material captured in the filter media can be key in this detective work.  

Fluid Degradation and its Effects: This presentation provides several interesting, real life case studies illustrating different modes of fluid failure. The case studies highlight the cost of the problem due to fluid degradation and what corrective actions were taken.

Instructors: Tom Blansett, Eaton; Paul Michael, Milwaukee School of Engineering; and Greg Livingstone, Fluitec

Biography: See above.

Course Agenda

8:00-8:15 AM      Course Overview and Introduction
8:15-9:45 AM      Basic Hydraulics
9:45-10:00 AM    BREAK
10:00-11:30 AM  Hydraulic Fluid Composition and Performance Testing
11:30-12:00 PM  Specialized Hydraulic Fluids, Part I
12:00-1:00 PM    LUNCH
1:00-1:40 PM      Specialized Hydraulic Fluids, Part II & III
1:40-2:40 PM      Standards for Hydraulic Systems and Efficiency Testing
2:40-3:35 PM      Fluid Degradation
3:35-3:45 PM      BREAK
3:45-5:15 PM      Case Studies
5:15-5:30 PM      Course Wrap-Up/Conclusion

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