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2011 AM Education Course Description: NLGI Grease 101

March 09, 2011

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NLGI Grease 101

Course information and details subject to change. This listing was last updated March 31, 2011. For more information, you can listen to the podcast interview we conducted with the Course Chair, Chuck Coe.

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

Basic Grease (NLGI) - Meeting Registration not included

This special course is offered in collaboration with NLGI, thus, there is a separate registration fee policy. The course is a basic, but comprehensive, overview of all aspects of lubricating grease. The basics of grease formulation components are covered, including base oils, the many different thickener types and grease performance additives. Manufacturing technologies are reviewed, as well as grease testing significance and methods. Included is a discussion detailing how to select the proper grease for an application, and a variety of examples of both industrial and automotive applications are discussed.  Annual Meeting Registration not required to take this course and is not included in this price.

Course Modules

Course Overview and Introduction to Greases

This introductory module will discuss the definition, history, purpose and composition of grease. It will answer the questions: What is grease and what is grease used for? It will also provide a brief history of grease and an overview of the components of grease including base oils, thickeners and additives.

Taught by Chuck Coe, Grease Technology Solutions, LLC. Chuck Coe holds a BS Chemical Engineering, Pennsylvania State University. In 1977, he joined Mobil Oil (subsequently ExxonMobil), where he worked for 32 years, including 22 years in various lubes and fuels technical positions, of which 12 years were spent formulating and providing technical support for greases, including 6 years as ExxonMobil’s Grease Technology Manager.  He retired from ExxonMobil and launched Grease Technology Solutions LLC, a grease training and consulting business in October, 2009.  He is a Member of and Education Course Committee Chair for STLE, the Vice President of NLGI, and is the Technical Committee Co-Chair for NLGI.  He has authored 2 technical papers and several articles on grease. He received Best Marketing Paper and Best Paper awards from both NLGI (2008) and ELGI (2009). He holds the professional certifications of NLGI C.L.G.S. and STLE C.L.S.

Base Oils

This module gives an overview about the main base fluids used in the manufacturing of greases, their production processes and the link between their chemical composition and properties.

Taught by Valentina Serra-Holm, Nynas. Valentina Serra-Holm holds a Ph.D. in Chemical Reaction Engineering from Abo Akademi, Finland, 2000 and a PhD in Chemical Plants from Polytechnic of Turin, Italy, 1997. After ten years of academic work, Valentina joined Nynas AB in 2001, where she is held several technical positions in the base oils segment before becoming Market Manager for the Lubricant Industry in 2008. Valentina’s main expertises are refining and base oil production with particular reference to naphthenic base oils. Valentina is Co-assignee of a patent for manufacturing of polyols.

Grease Manufacturing Overview and Open Kettle Manufacture

The first module will provide a brief overview of grease manufacturing, covering the different manufacturing approaches for each thickener type, and setting the stage for the more in-depth discussions in this module and the second manufacturing module on open kettle, contactor-kettle and continuous manufacturing methods. In the second module, an in-depth discussion of the process and equipment utilized in the open-kettle manufacture of greases is presented.

Taught by David Turner, Shell Global Solutions. David Turner is a Lubricants Technical Advisor at Shell Global Solutions (US) Inc. in Houston, TX with more than 29 years' experience in lubricant formulation and technical support, most of that time focused on grease.  David is a graduate of Lamar University in Beaumont, Texas, holding a BS degree in Chemical Engineering.  He is a member of STLE and ASTM, and has authored several papers for NLGI.  He is the recipient of the NLGI Clarence E. Earl Memorial Award, the ASTM Award of Excellence, the NLGI Meritorious Service Award, and the NLGI Fellows Award.  He is an NLGI Certified Lubricating Grease Specialist (CLGS), and an STLE Certified Lubrication Specialist (CLS) and Oil Monotoring Analyst (OMA-I).  David is the chair of ASTM Subcommittee D02.G on Lubricating Grease and is the co-chair of the NLGI Technical Committee.

Grease Manufacturing Contactor/Kettle and Continuous Manufacture

This presentation will include an overview of utilizing the STRATCO Contactor reactor in manufacturing lubricating greases, including brief history, advantages and basic comparison with conventional kettle and continuous methods of production. The second part of this module will provide an in-depth discussion of the process and equipment utilized in continuous grease manufacturing.

Taught by David Turner, Shell Global Solutions. See bio above.

Grease Testing

This module provides a brief description of the key bench and rig tests used by the grease industry to test grease. The training also includes reference to multi-purpose grease and the tests used to measure the various properties (eg. corrosion protection) of a multi-purpose grease.

Taught by Jaime Spagnoli, ExxonMobil Research and Engineering. Jaime received a BS in Engineering Technology from Trenton State College, New Jersey.  He has worked 34 years at ExxonMobil in lubricant research and development and has over 20 years experience in grease R&D.  He is currently working as a Senior Researcher in the Grease Group at ExxonMobil Research and Engineering.  He is an active participant in ASTM, STLE, NLGI and ELGI activities and is past Chairman of ASTM Sub Committee G.  Jaime is NLGI CLGS certified.

Grease Selection

This section will discuss the process of selecting a suitable grease.  It will cover the important properties that impact how the grease will function.  Additives will be discussed from a "when to use" point of view.  Typical greases used in applications will be reviewed to give a reality check for grease selection.

Taught by Paul Shiller, Timken. Dr. 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”.  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.  His current position is a Tribological Specialist with the Tribology Fundamentals group at the Timken Technology Center in North Canton.  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.  He was a Process Engineer on the thin film deposition processes for liquid crystal display products at PanelVision in Pittsburgh.  Paul worked as a Research Engineer at The General Tire Company in Akron studying polymer extrusion and molding and 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, and SOR.

Industrial Applications

The Industrial Applications module builds on grease fundamentals to emphasize general considerations for many industrial segment applications.  Industrial segments covered include: General Manufacturing, Steel, Mining, Paper Processing, Chemical Processing, Heavy Construction and Agriculture, Railroad, Textile, and Metal Processing.

Taught by Chad Chichester, Dow Corning. Chad has worked as a Lubricants Application Engineering for Dow Corning Corporation, Since 2006.  Prior, he worked for 13 years as a Reliability Engineer at Dow Corning’s Midland, MI manufacturing site where he specialized in Condition Based Maintenance techniques including Vibration, Lubrication, and Acoustic Emission Analyses, as well as Infrared Thermography.  Before joining Dow Corning Chad served in the U.S. Army as a Test Measurement and Diagnostic Equipment Specialist. Chad graduated from Saginaw Valley State University with major studies in Mechanical Engineering and minor studies in Electrical Engineering. Chad is a member of: National Lubricating Grease Institute (NLGI) where he serves as the Application and Maintenance Training Course Chair and, and instructs in the NLGI Maintenance and Basic Grease Courses. The Society of Tribologists and Lubrication Engineers (STLE), where he serves as the Vice-Chair for the Condition Monitoring Technical Sub-Committee, and instructs in STLE’s Condition Monitoring Course and Basic Grease Courses.  Chad is certified through STLE as a Certified Lubrication Specialist (CLS). National Vibration Institute where he certified as a Level III Vibration Analyst.

Automotive Applications

The Automotive Applications module builds on grease fundamentals to emphasize general considerations for many automotive greases. It covers both the major and minor greases used on today’s passenger cars and light trucks. It also covers heavy duty applications such as on commercial trucks and buses. It also outlines the requirements and approval of NLGI Automotive Service Greases. Trends for future applications are also outlined.

Taught by Gareth Fish, Lubrizol. Dr. Gareth Fish obtained his B.Sc. (Honours) in Chemistry 1984 from Imperial College of Science, Technology and Medicine, University of London and a Ph.D. in Tribology 1990 also from Imperial College, under the supervision of Professor Hugh Spikes.  In 1988, he joined the UK Ministry of Defence, Fuels and Lubricants Branch, at the Royal Arsenal Woolwich, in the Mechanical Testing of Lubricants Laboratory.  In September 1990, he was appointed Senior, then Principal Tribologist at GKN Technology Ltd, Wolverhampton, England. In 1999 he became Global Technical Coordinator for Tribology and Grease. In 2002 he relocated to GKN Automotive, Inc, Auburn Hills, Michigan.  In June 2007, he joined The Lubrizol Corporation, Wickliffe, Ohio, as Technology Manager for Grease.  He is a Chartered Scientist (CSci) and Chartered Chemist (CChem), a member of the Royal Society of Chemistry (MRSC), and the Society of Tribologists and Lubrication Engineers (STLE) and the Energy Institute (MEI).  He is chair of ASTM D02 B04 Automotive Greases and D02 G07 Grease Research Techniques. He is both an STLE Certified Lubrication Specialist (CLS) and an NLGI Certified Lubricating Grease Specialist (CLGS).  He has authored 21 technical papers on tribology and grease, and holds two patents.  In 2000 received the Chevron Products Award of the NLGI for the 1999 technical paper “Constant Velocity Joint Greases”,  in 2002 received the NLGI Fellows Award and in 2010 receieved the Clarence E. Earle Memorial Award from the NLGI for his 2009 paper "Grease and Additive Influences on Fretting Wear".

Application Problem Solving

The problem solving segment is a practical discussion of the most common issues end-users will encounter using grease, such as reading grease labels, converting bearings to different grease, compatibility, high and low temperatures, over-greasing, and water contamination.

Taught by Bill Conner, Total Lubricants USA. Mr. Conner has worked for 34 years in the petroleum industry, mostly with lubricants.  In 1971, he graduated from California State College at Long Beach with a Bachelor of Arts degree in Spanish, with a minor in French.  After entering the petroleum industry he took some college chemistry.  He worked for Unocal 76 for 21 years in the Pacific Northwest.  He has a broad spectrum of experience in the industry, as a terminal operator, retail and commercial sales, and Manager of Quality Control at the Unocal 76 blending plant in Portland, Oregon.  In 1988, he completed Unocal’s formal lubrication engineering program and served as lubrication engineer for eight years, serving a broad spectrum of industries from all the wood products industries, to primary metals, truck manufacturing, transportation and other manufacturing.  At the time Unocal 76 sold its refining and marketing divisions in 1996, Bill left Unocal to be a lubrication supervisor at Longview Fibre Company, the 3rd largest paper mill in the world.  In 1998 Bill joined TOTAL Lubricants USA, Linden, New Jersey, where he serves as lubrication engineer and manager of product development.  He is certified by STLE as: CLS - Certified Lubrication Specialist, OMA I  - Oil Monitoring Analyst, Level I, CMFS – Certified Metalworking Fluid Specialist. He is certified by NLGI as CLGS – Certified Lubricating Grease Specialist.

Testimonials from the 2010 Annual Meeting

"The course was run very well. The presentations were very informative." - Anonymous

"It's a nice overview. Don't make any changes!" - Anonymous

Testimonials from the 2009 Annual Meeting

"Very interesting subject. A good addition to the STLE education schedule." - Anonymous

"All the instructors were excellent. Great to have this at STLE!" - Anonymous

"[The speaker] hit the exact reason I took the course." - Anonymous

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