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2011 AM Education Course Description: Condition Monitoring

March 09, 2011

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Condition Monitoring 150

Course information and details subject to change. This listing was last updated April 26, 2011.

For more information on the course, listen to the podcast interview we did with the Course Chair, Jack Poley. Jack will also be teaching one of the modules in the course. 

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

This one-day course is designed for those who are or may be routinely involved in Condition Monitoring and is targeted to Intermediate experience levels. The course begins with justification for Condition Monitoring (CM), including historically established maintenance strategies, providing understanding of the differences and benefits of each. The course continues with an overview of the steps to implement and properly execute an oil analysis program, including program setup, sampling considerations and maintenance follow-up.  The afternoon session begins with a review of standard oil analysis tests, their efficacy, and the evaluation of test data for practical, effective maintenance decisions. The course then transitions to lubricant and machinery failures & indicators, closing with data management and integration. Annual Meeting Registration is required to take this course.

Course Modules

Why Condition Monitoring?

In this presentation, the argument for CM justification toward asset protection and availability is developed. Oil analysis is the dominant Non-Destructive Testing (NDT) tool, however vibration and thermography are included in the discussion.

Taught by Chad Chichester, Dow Corning. 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.

Basics of a CBM Program

This module gives the general outline for managing a lubricant-centric program, whether it is already in place or just starting.  Beginning with the functions of a lubricant, discussions will evolve from identification of opportunities through the preparation and justification, then on to implementation and wrapping up with the often-missed evaluation to assess the effectiveness of the whole program.

Taught by Evan Zabawski, Fluid Life. Evan is a Fourth Class Power Engineer with a diploma in chemical engineering. Prior to joining The Fluid Life Corporation 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 11 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.

Oil Analysis Tests and Data Evaluation

In this module, the most popularly applied tests for used oil analysis are discussed with respect to their purpose and effectiveness in a variety of machine types and specific applications. Examples of test data evaluation for maintenance commentary and work orders are provided.

Taught by Jack Poley, Condition Monitoring International (CMI). 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 50th year in Condition Monitoring and Oil Analysis. 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 over 35 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 nearly 50 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.

Failure Modes and Data Integration

This presentation explores lubricant and machinery failure modes, their condition indicators, their statistical occurrence, and the basic causes of failure including operation-related issues (age/wear, contamination, excessive load, etc.) and design-related issues (engineering and manufacturing defects).  The lecture continues with data management and integration of the various sources of machinery condition and operational data to provide a comprehensive interpretation of lubricant and machine condition and fitness for continued use.

Taught by Allison Toms, GasTops. Allison Toms is the Technical Director of the 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.


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