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2011 AM Education Course Description: Hydraulics

March 09, 2011

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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.

This one day course provides an overview of principles of lubrication, fluid power transmission 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 the reasons why specific fluids are used for certain applications.  Annual Meeting Registration is required to take this course.

Course Modules

Course Introduction and Overview

Taught by John Sherman, BASF. John Sherman is currently Technical Support Manager for synthetic lubricants and lubricant additives for the Automotive & Oil Industry Group at BASF Corporation. He received his B.S. degree in Chemistry from Eastern Michigan University and his previous positions include product management and product development at BASF Corporation where he has been employed for over 30 years. He has worked in the development of polyalkylene glycol base stocks, fire-resistant and environmentally acceptable hydraulic fluids. John is a participating member of  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).

Basic Hydraulics

This is an overview of the principles of hydraulics used for power transmission.  The advantages of hydraulics over other power transmission methods will be described along with a description of the types of components that typically are used within a hydraulic system.  The importance of fluid types and their maintenance will be covered as this plays a key role in getting the designed life of the hydraulic system.

Taught by Tom Blansett, Eaton. 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 Treasurer and Vice President of Finance.  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.

Functions and Requirements of Hydraulic Fluid

This section of the course will focus on the functions and requirements of hydraulic fluids and their application in industry.

Taught by John Sherman, BASF. See bio above.

Viscosity and Viscosity Impact on Fuel Efficiency

This section will review viscosity, viscosity index and their impact on hydraulic fluid performance and energy efficiency. Classifications and categories of hydraulic fluids are also summarized.

Taught by Doug Placek, Evonik Rohmax. Doug Placek is the President of Evonik RohMax USA and Americas Sales Manager.   He started with the organization in 1999, and held positions in technical service, product management, business segment management and business development. Doug holds a B.S. in Chemical Engineering from Drexel University and a M.S. in Organization and Management from LaSalle University.  Doug previously held positions with FMC Corporation (now Chemtura ) incommercial development and technology management, where he was responsible for global lubricant and plastics additives programs.  Doug started his career in the lubricants industry as an applications engineer with Mobil Oil Corporation, specializing in industrial oil and metalworking fluid development and field testing. Doug is a member of STLE, SAE, and CDMA/PDMA, and has authored a variety of patents and publications in the areas of additive technology and synthetic lubricants.

Hydraulic Fluid Composition - Base Stocks

Hydraulic fluids are formulated with base stocks and special performance additives to meet the lubrication needs of hydraulic equipment builders and users.  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 chemistry will be presented in the context of commercial hydraulic fluids.

Taught by Paula Vettel, Amyris. Paula Vettel has had a long career in the area of lubricants.  She has a PhD in synthetic organic chemistry from the University of Illinois at Urbana-Champaign.  At Amoco Petroleum Additives company, she developed new components and crankcase formulations.  At D. A. Stuart Company, she formulated gear oil products, hydraulic fluids, mining fluids, neat metalworking fluids, and forging compounds.  She was also a member of Primagy Consultants providing technical and marketing services to the lubricant industry.  Paula is a member of the American Chemical Society, Society of Tribologists and Lubrication Engineers, Society of Automotive Engineers, and the American Society for Testing and Materials.  She is also trained as an ISO 9001 and TS 16949 auditor.

Hydraulic Fluid Composition – Additives

This section of the course 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.

Taught by Betsy Burke, Lubrizol. Betsy Butke has worked at Lubrizol for thirty years and is currently a technology manager for industrial products, focusing on hydraulic fluids, turbine and industrial gear oils.  Previously she worked in the automatic transmission and farm tractor fluid areas, and has ten years' experience in additive synthesis.  She is a member of STLE, SAE and ASTM (currently chair of D02.N.8 section on hydrolytic and thermal stability of hydraulic fluids).

Hydraulic Fluids Test Standards

This module will cover a comparative review of the properties of both petroleum and non-petroleum based hydraulic fluids, including PAO, polyglycol, polyol ester, phosphate ester, vegetable oil and mineral oil.  In addition to the general properties, presentation on the test methods used to determine the fluid properties will be made with an emphasis on oxidation stability, wear, corrosion and biodegradability.  The information presented will give an overview of the key maintenance factors and properties that need to be monitored for each fluid type.

Taught by Patty Cusatis, BASF. Patti Cusatis is the Manager of Technical Service in the Lubricants group at BASF Corporation in Tarrytown, NY.  Her responsibilities also include overseeing the application development in the synthetic lubricant area.  She worked for Ciba Specialty Chemicals for 6 years prior to the acquisition by BASF.  Patti received a B.S. in Chemistry from SUNY New Paltz and a M.S. in Analytical Chemistry from the University of Massachusetts.  She worked at the Texaco Research Center in Beacon, NY for 15 years prior to joining Ciba.

Specialized Hydraulic Fluids

This section will review the special requirements , properties and applications of fire-resistant, environmentally acceptable and food processing hydraulic fluids.

Taught by John Sherman, BASF. See bio above.

Commercial Hydraulic Fluid Specifications

This section will review the specification standards for hydraulic fluids.

Taught by Paul Michael, Milwaukee School of Engineering. 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.

Current Trends in Hydraulics and Hydraulic  Fluid Technology

This section of the course will focus on current industry trends and initiatives serving as a vehicle for change in the hydraulic industry. Topics to be reviewed include hydraulic motor efficiency research, overview of the Center for Compact and Efficient Fluid Power, requirements for environmental and fire-resistant hydraulic fluids.

Taught by both Paul Michael, MSOE and John Sherman, BASF. See bios above.

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