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2011 AM Education Course Description: Basic Lubrication 101

March 09, 2011

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Basic Lubrication 101

Course information and details subject to change. This listing was last updated April 8, 2011.

Scheduled for Sunday, May 15, 2011, starting at 8:00 a.m.

Basic Lubrication 101 is an introduction to lubricants, lubrication principles, base oils, additives and compounded fluids. This course is primarily for the new person entering the lubrication field who needs a broad introduction to the field lubrication, lubrication principles, and lubricating materials.  This course is also for persons not directly involved, but who need a broad overview.  This course does not require the course participant to have a formal scientific degree or background, although many technical terms and concepts are covered.  Experienced people attend the course to be kept up to date on the latest developments especially in those areas not directly related to their job function or area of expertise.  Thus, the Basic Lubrication Course is usually attended by a broad cross section of people, such as technical, technical service, sales, marketing, manufacturing, maintenance, and management, who are involved in the industry in some way. Annual Meeting registration is required to take this course.

Course Modules

Base Oil Fundamentals

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

Taught by Jim Arner, Chevron. Mr. James (Jim) Arner received an Honours Bachelor of Science degree in Chemistry in 1979 from the University of Western Ontario in London, Ontario, Canada.  He started as a chemist in the product development laboratories for Texaco Canada Inc where he developed new products and modified others to meet the demanding challenges of the Canadian operating environment.  Other responsibilities at the laboratory included analysis of lubricants, championing the quality assurance process, product training, and providing troubleshooting services for the plant production.  With several years of experience and his gained knowledge of lubricants, he transferred to the Technical Services department where he became more involved in supporting customers by providing lubrication advice.  He continued in various technical services roles through several mergers and acquisitions, and he is now a Technical Specialist for Chevron Global Lubricants.  Graduating with a degree in chemistry provided him a baseline of knowledge but attending seminars like those conducted by the STLE helped provide him with the depth of understanding of the lubricants business.  In turn, he has actively supported the STLE on a local and international basis, holding positions of Toronto Section Chair, Regional Vice-President and currently the Oil Monitoring Specialist Committee Chair.  Mr. Arner earned the STLE certifications of CLS, OMA I, and OMA II.


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.

Taught by Chris Schmid, Lubrizol. 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

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.

Taught by Dan Holdemeyer, Chevron and John Sewall, Chevron.

Mr. Holdmeyer received his Bachelor of Science degree in Chemical Engineering from the University of Missouri-Columbia.  He is currently a member of the Cleveland Section of STLE, and is STLE CLS and OMA I Certified.  Dan is the Chair for the STLE OMA Committee, an active member of the STLE Certification Committee, and the Co-Chair for Basic Lubrication Course at the STLE National Meeting.  He is currently a Lubrication Engineer at Chevron Lubricants.  Dan has also worked as a Field Sales Engineer, Field Lubrication Program Engineer, National Account Manager, Global Account Manager, and OEM Service Engineer during his 31 year career, working  with a myriad of different industries, such as Automotive, Heavy Duty Engine On-Highway, Off-Highway Quarry & Mining, Agriculture, Power Generation, Primary Metal, Pulp & Paper, Glass, Metalworking, and General Manufacturing. As a Lubrication Engineer, Dan works with these industries in lubrication engineering with the end-user customers, assuring proper product application, implementation of or improvement of sound lubrication programs, and troubleshooting analysis of lubrication issues.

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. of how they work, and how they are formulated into additive packages.

Lubricant Testing Methods

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.

Taught by Ray Thiebault, LTC. 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.


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.

Taught by Ken Hope, Chevron/Phillips. Ken Hope graduated with a Ph.D. in physical chemistry from the University of Alabama at Birmingham in 1988. Ken has almost 20 years of experience in the lubricant industry. His research interests have been primarily focused in the area of polyalphaolefins and the use of synthetic lubricants.  He is responsible for the product development, process improvement and technical service for PAO Technology for Chevron Phillips Chemical Company.  Prior to his current position, he was responsible for PAO, Acetylene Black and the Pilot Plant Operations for Chevron Chemical.  For several years, he worked in the Analytical group at Chevron doing NMR research on catalysts and structure/property relationships on various materials.  Previous to joining Chevron, he was the Director of the NMR Research in the Chemistry Department at the University of Houston. Ken has served on the Board of Directors of STLE since 2006.  He has organized the Lube School in Houston and participated as an instructor in Houston, Chicago and Oklahoma sections as well as instructed the synthetics part of the Basic Lubes course at the Annual Meeting for the last 13 years.  He holds a CLS and is on the Editorial Board of the Journal of Lubrication Science and is a Technical Editor for Tribology & Lubrication Technology.  He is also a member of the API Base Oil Interchange / Viscosity Grade Read Across Task Force as well as a member of ASTM and SAE.  He has also presented several technical papers at STLE, AICHE and SAE meetings.

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