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2011 AM Education Course Description: Basic Lubrication 102

March 09, 2011

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Basic Lubrication 102

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

Scheduled for Wednesday, May 18, 2011, starting at 8:00 a.m.

Basic Lubrication 102 is an overview of equipment systems (gears, bearings, pumps, compressors, etc.) and their lubrication requirements. This course, like Basic Lubrication 101, 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

Gears and Coupling Fundamentals: 8:00-9:00 AM

The subject of gear lubrication is basic to industrial and automotive power transmission.  The present-day scope of gear lubrication, factors affecting it, basic requirements, troubleshooting, and future developments will be covered.

Taught by John Hermann, ExxonMobil. The Mobil Oil Corporation, now ExxonMobil Lubricants and Petroleum Specialties Company named John Hermann, Senior Equipment Builder Engineer effective July 1, 1998.  July 1, 2006 John was named team lead of the Americas' Equipment Builder Engineer's group. In addition to team lead, John initiates, secures and maintains equipment builder endorsements and support for Mobil premium lubricants and programs in the Northeastern US and Eastern Canada.  Prior to July 1, 1998, he was 27+ years with Texaco in a variety of sales, marketing, management and technical positions. He has earned the designation STLE (Society of Tribologists and Lubrication Engineers) CLS (Certified Lubrication Specialist) and STLE Oil Monitoring Analyst (OMA-1). He was named a STLE Fellow in 1999.  In 2008, John was recognized with STLE's PM KU Meritorious Award.  John is currently a member of the STLE OMA Committee and at the STLE Annual Meeting teaches "Gears and Their Lubrication" at the STLE Annual Meeting Basic Lubrication Course. He is also a member of the STLE Presidential Council.  John has served as President, Chairman of the Education Committee, Chairman of the OMA Committee, Director of STLE and Chairman of the STLE Philadelphia Section. John has lectured on the fundamentals of lubrication, gear lubrication, hydraulic oils and turbine lubrication throughout the world at universities, professional societies and industry forums.

Grease Fundamentals: 9:00-10:00 AM

For an overview of grease, this presentation will discuss grease terminology, composition and testing. Manufacturing methodologies and the benefits obtained from lubrication by grease shall be addressed as well.

Taught by Paul Grives, ExxonMobil. Paul Grives is currently employed by ExxonMobil as the Global Strategic Grease Team Lead located in Fairfax Virginia.  He holds a BS in Chemistry from Fordham University, a BS in Chemical Engineering from Columbia University, an MS in Polymer Science from Columbia University, and an MBA from the University of Houston.  He has over 21 years experience in grease, joining ExxonMobil in 1989 at the Mobil Research and Development Center, Paulsboro NJ as a grease researcher. Over time, he has held numerous positions within ExxonMobil, always focused on grease, in research, plant engineering, global engineering and plant design, production & operations, and quality assurance before being appointed to his current position in 2007.  He has been active in STLE since 1995, obtaining CLS Certification in 1996.  Paul has been active in the STLE Basic Lubrication Course since 1997 as a presenter and as Chairman of the section. He has also been active in NLGI since 1990 obtaining CLGS certification in 2006, and serving on the NLGI Board of Directors since 2009. He is also active in STLE, obtaining the CLS certification in 1996.   Paul received the Clarence E. Earle Award from STLE in 2000.

Seals: 10:15-11:15 AM

Seals are what keep a lubricant in an application while minimizing environmental ingress. This presentation will touch on the primary seal types, their composition, and function. Proper seal installation, as well as selection criteria will also be discussed.

Taught by Steve Lemberger, Lemberger Consulting Services. Steven Lemberger, CLS graduated with a BS degree in Mechanical Engineering from the Illinois Institute of Technology, Chicago, Illinois. After graduation, he joined Continental Can Company as a research engineer. From 1979-1999 he worked at John Crane Inc. (formerly known as Crane Packing Company) in different engineering capacities including senior design engineer. From 1999-2010 he was employed by American Electric Power D.C. Cook Nuclear Plant as a component and lubrication engineer. In 2010 he formed his consulting firm called Lemberger Consulting Services, LLC where he is the Technical Director.  Mr. Lemberger has served as a Chairman of the STLE National Education Committee, and on the Board of Directors of STLE. He was the Chairman of the Seals Education Course and the Hydraulic Fluid Education Course. He is the founding member of the Certified Lubrication Specialists (CLS) Committee and he is a Certified Lubrication Specialist.  In 2009 he received the P.M. Ku Award one of the highest award given out yearly by the National Executive Committee of STLE. The P.M. Ku award is given to a person to recognize his or her outstanding and selfless achievements and who worked tirelessly in the background for the benefit of the Society and devoting numerous hours to promote and advance the cause of STLE.  He received two section awards of high honor bestowed upon him by the Chicago Section Executive Committee; the Allan A. Manteuffel Award and the Walter D. Hudson Award. Steve earned the Manteuffel Award in 1997 in recognition of his outstanding personal contribution to the field of lubrication engineering and to our technical Society. He also earned the Hudson Award in 2006 in recognition of his outstanding personal service to the section.

Fundamentals of Hydraulics: 11:15 AM-12:00 PM

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. This presentation will review the basics of hydraulic principles, system components, and troubleshooting. We will also briefly discuss lubricant characteristics impacting performance in hydraulic systems.  Finally, we will very briefly review fire resistant hydraulic fluids and their application.

Taught by Tom Blansett, Eaton Hydraulics. 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.

Bearings and Lubrication Systems: 1:00-2:00 PM

Due to their availability and ease of installation and maintenance, ball or roller bearings are widely used in a broad variety of machines and equipment. Consequently, design and maintenance personnel, as well as lubricant suppliers, are often confronted with the need for some knowledge of their theory and application.  Accordingly, this presentation will include a review of the various types of rolling bearing and their salient characteristics, a very brief review of applicable theory, and then a discussion of practical application considerations with emphasis on lubrication.

Taught by Paul Shiller, Timken. Paul Shiller received a Ph.D. degree in Physical Chemistry from Case Western Reserve University in Cleveland, OH studying the surface reactions at fuel cell electrodes.  He holds an M.S degree in Chemical Engineering also from Case Western Reserve University where he studied the characteristics of “Diamond-like films” and an MS degree in Chemistry during which he studied the spectro-electrochemistry of surface reactions.  He received a BE degree in Chemical Engineering from Youngstown State University. He joined The Timken Company as a Product Development Specialist for lubricants and lubrication in 2004.  He moved to his current position as a Tribological Specialist with the Tribology Fundamentals group at the Timken Technology Center in North Canton in 2006.  Before coming to Timken he managed a polymer analytical chemistry lab at the Packard Electric division of DELPHI.  He started at Packard Electric as a quality control engineer in the ignition cable department when Packard Electric was a division of General Motors.  During his career he was also a Process Engineer for a thin film deposition process for liquid crystal display products at PanelVision in Pittsburgh, PA and a Research Engineer at The General Tire Company in Akron, OH studying polymer extrusion and molding and the effects of rubber formulation on the performance of tennis balls.  He started his lubrication career as a Summer Intern at The Penn State University. Paul has published several papers and received a Professional Promise Award from AIChE. He is also currently an Adjunct Professor of Chemistry at Kent State University.  Paul is a member of STLE, ACS, MENSA and SOR.

If you would like to get a preview of his teaching style, you can purchase the webinar on Bearing Damage Analysis, which focuses on rolling element bearings, in the STLE Store.

Basic Engine: 2:00-3:00 PM

This presentation will cover basic engine design and API /ILSAC Testing and certification.

Taught by Sam Vallas, Chevron. Mr. Vallas has been A Journeyman mechanic for Buick and Chevrolet, Vehicle mechanic for US Army field artillery, Salesman for Sun Electric Automotive Analyzers and Tune Up Equipment, 15 years as technician at Amoco’s Automotive Research Center developing and testing fuels and lubricants, Ran Amoco’s wind tunnel dynamometer facility, Provided technical support for all racing programs including NASCAR, NHRA, and CART, Helped develop Amoco’s synthetic motor oils, diesel specific engine oils, and two cycle engine oils, 19 Years lubrication marketing and tech service support for commercial and industrial lubricants in US and Caribbean.  Currently he is Training Specialist for Chevron Global Lubricants.  His hobbies include Two Grandsons and a Granddaughter, and motorcycle racing.

ATF Fluids: 3:00-4:00 PM

This presentation will cover basic automatic transmission design and pass through current OEM Fluid Specifications.

Taught by Sam Vallas, Chevron. See bio above.

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