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2013 AM Education Course Description: Condition Monitoring 301 - CM in the 21st Century

December 01, 2012

Annual Meeting
STLE University

Education Course Fact Sheet: Condition Monitoring 301 - CM in the 21st Century

Course content, instructors and details subject to change. This listing was last updated on March 1, 2013.

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

Course Chair: Jack Poley, Condition Monitoring International

Course Description: This course is targeted to Advanced experience levels. It is expected the attendee has very good-to-strong familiarity with Condition Monitoring’s role in modern maintenance schema, particularly Oil Analysis. It is designed for those routinely involved in condition monitoring. Emphasis is on current techniques and practices, including new tests, new instrumentation, new concepts, increasing use of software and modern data evaluation strategies, taught by practicing experts.

You may also like: Condition Monitoring Data Interpretation Webinar Series, taught by Evan Zabawski


Advanced Data Interpretation: Mining Data for Trends, Patterns and Proper Alarms

Overview: This module provides an overview as to extracting the most from your oil analysis program data. The User is encouraged to become familiar with the manner in which data are evaluated. There are numbers of ways to view and analyze data. A variety of approaches is discussed and assessed. Limits, alarm settings and trending of data are explored in several contexts.

Instructor: Evan Zabawski, CLS & Editor of TLT

Biography: Evan is a Fourth Class Power Engineer with a diploma in chemical engineering. Evan gained previous experience as a manager of a tribological lab before moving into the field of power generation fluid maintenance. He has been a member of STLE for over 13 years and is Chair of the STLE – Alberta Section, and Editor of TLT Magazine. He has published several technical papers and is also a member in good standing of API and ASTM.

Condition Monitoring (CM) Techniques Complementary to Oil Analysis

Overview: CM has numbers of disciplines that tend to fall into the category of NDT (Non-Destructive Testing). In this module Vibration and Thermography are explored. Vibration enjoys, along with Oil Analysis, a huge role in equipment health monitoring. Thermography is an ancillary NDT that can help isolate specific trouble spots in support of Vibration and Oil Analysis. The module wraps up with CBM (Condition Based Maintenance) concepts and examples.

Instructor: Chad Chichester, Dow Corning Corporation

Biography: Chad Chichester is employed by Dow Corning Corporation currently in Application Engineering and Technical Service.  Prior to his current role Chad spent 13 years in maintenance and reliability engineering in Dow Corning’s Midland, MI manufacturing facility specializing in Condition Based Maintenance techniques including Vibration Analysis, Infrared Thermography, Lubrication Analysis, and Ultrasonic Analysis.  Before joining Dow Corning Chad served in the U.S. Army as a Test Measurement and Diagnostic Equipment Specialist.  Chad majored in mechanical engineering and minored in electrical engineering at Saginaw Valley State University. Chad is certified by the National Vibration Institute as a Category III Vibration Analyst.  He is also certified in Infrared Thermography, and is a Certified Lubrication Specialist.

Impact of Machinery Configuration and Operations on Monitoring Techniques and Data Interpretation

Overview: Oil Analysis has been around for decades. Many current practices are 20 years old or more. Machinery and lubricant OEMs and government research have invested in improvements in both the design and materials used in manufacturing and production as well as in lubricant formulation. Many of these improvements have not been adequately reflected in current testing practices. Testing equipment and methodologies have also improved and new monitoring tools have been introduced to address new problems. Data analysis, too, has become more sophisticated as have the data. This module discusses the impact of newer technology and thinking used to address and integrate increasingly more complex components, lubricants and utilization.

Instructor: Allison Toms, GasTOPS, Inc.

Biography: Allison Toms is the Technical Director of GasTOPS Inc. Mrs. Toms has extensive knowledge and experience in machinery condition assessment with more than 30 years as a chemist including her position as the Chief Chemist and Science Dept Head for the DOD Joint Oil Analysis Program Technical Support Center (300+ laboratories worldwide) where she published her development and application work on numerous condition assessment technologies.  Allison’s work in used-oil infrared analysis represents a milestone in condition monitoring; her algorithms are utilized for laboratory FTIRs and on-line IR sensors; the core of this work is an ASTM Practice, E2412.  Mrs. Toms has performed numerous mechanical inspections and data evaluations for aeronautical, marine and transportation industries.  Allison has published numerous articles, training materials and authored several book chapters on Condition Monitoring, Lubricant Properties, and Lubricant Management and is the co-author of the book “Machinery Oil Analysis - Methods, Automation & Benefits”, 3rd ed., published by STLE.

Changing Paradigms in CM: Online Oil Analysis, Extended Particle Analysis, Software and More

Overview: The first decade of the 21st century has seen an enormous amount of gains in insights and technology. Oil analysis is entering new areas, the most exciting of which, perhaps, is online wear particle monitoring; but there are other advancements, too, including a greater awareness of the usefulness/importance of identifying all particle sizes and their composition, e.g., filter debris analysis. Intelligent Agents (smart Expert Systems) are available that can greatly improve the data evaluation exercise to approach maximum savings and asset uptime. This module addresses some of the new arrivals and thinking on the analytical scene and their impact on oil analysis and condition monitoring protocols, as well as the increasing sophistication available in presenting informative evaluation commentary.

Instructor: Jack Poley, Condition Monitoring International

Biography: Jack has a B.S., Chemistry and B.S., Management from University of California [Berkeley] and New York University School of Commerce, respectively, and is in his 52nd year in Condition Monitoring and Oil Analysis (now ALS). He was former managing vice president of Staveley Services Laboratories (now ALS), founder and CEO of Lubricon, and former Vice President and Chief Data Analyst, Analysts, Inc. A member of STLE for nearly 40 years, Jack co-founded the Condition Monitoring Technical Committee and founded the Condition Monitoring Education Course. Jack also co-founded STLE’s successful Oil Monitoring Analyst (OMA) Program. Jack has authored chapters for various publications, as well as a bi-monthly column, On Condition Monitoring, for STLE’s Tribology and Lubrication Transactions magazine. He has presented numerous papers and over 100 seminars worldwide on condition monitoring. Jack is technical director of Kittiwake Americas, a company specializing in oil analysis technology, including on-line sensors, and he is managing general partner of Condition Monitoring International, LLC (CMI), a company specializing in helping others implement condition monitoring (CM) programs, including the use of an intelligent agent, Prescient, which Jack designed for auto-evaluation of oil analysis and other CM test data.

Course Agenda

8:00 AM    Course Introduction
8:15 AM    Advanced Data Interpretation: Mining Data for Trends, Patterns and Proper Alarms
10:00 AM  Break
10:15 AM  Condition Monitoring (CM) Techniques Complementary to Oil Analysis
12:00 PM  Lunch
1:15 PM   Impact of Machinery Configuration and Operations on Monitoring Techniques and Data Interpretation
3:00 PM   Break
3:15 PM   Changing Paradigms in CM: Online Oil Analysis, Extended Particle Analysis, Software and More
5:00 PM  Course Ends


"Overall, I was very impressed with the knowledge, quality and skills of each speaker." -Attendee

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