Home > Resources > Articles & Research > 2011 AM Education Course Description: Metalworking Fluid Hot Topics
2011 AM Education Course Description: Metalworking Fluid Hot Topics

March 09, 2011

Industry Related News


Metalworking Fluid Hot Topics

Course information and details subject to change. This listing was last updated May 02, 2011.

Important Information
The Metalworking Fluids Hot Topics course offers the latest information concerning the metalworking industry. To ensure you receive the most recent developments the course was set up around the use of laptops. A laptop or net book is required for this course.


For more information on this course, click on the links to listen to the podcasts we did with two of the course instructors: Fred Passman and Neil Canter.

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

This course highlights many of the main issues facing the metalworking fluid industry today. One of the key issues is the newly developed regulation on VOC that has been established by the South Coast Air Quality Management District in California. The implications of this regulation and details describing the development of a new test TGA test method are covered. Other hot topics include a review of chemical additives such as chlorinated paraffins, reregistration of biocides and microbiology, implications of the global harmonized standard and TSCA reform, interpretation of HMIS, a health & safety review focused on regulatory limits for metal removal mist and an update on high performance machining. This course is designed both for individuals with vast metalworking fluid experience and newcomers to the industry. A good deal of time will also be allotted for questions and discussion after each module and at the end of the course. Annual Meeting Registration is required to take this course.

Course Modules

VOC TGA Methodology Development and Results

For the past 15 years, there has been considerable discussion on the effects of mist generated from metalworking fluids. During this time, vapors from metalworking fluids were only discussed in a cursory level. From 2008 to 2010, the California South Coast Air Quality Management District (SCAQMD) and ILMA worked together to determine the VOC content (i.e. vapors) of metalworking fluids and rust inhibitors. This presentation will discuss the research and rationale behind the development of this new ASTM method E 1868-10. This test method is integral to SCAQMD Rule 1144.

Taught by John Burke, Houghton International. John Burke is the Global Director of Engineering Services for Houghton International. He received his engineering degree from the University of Dayton in 1971. He has 38 years of experience in the metalworking industry and has five US patents. John has been an instructor for the STLE Metalworking Fluid Education Course for the past 20 years. He received the P.M. Ku  Award from STLE in 2006. He was the Chairman for the Third Symposium for Metal Removal Fluids Symposium in 2008. He has received Governors' Awards for waste minimization in the States of Ohio and Tennessee for a metalworking fluid recycling system design. John received an award from President George Bush at the White House in 1991 for advances in waste minimization.

Overview and Implications for VOC Regulations

The SCAQMD passed a final revision to Rule 1144 on July 9, 2010. This rule sets limits for volatile organic compounds (VOCs) for metalworking fluids, rust inhibitors and direct contact lubricants. The test method for determination of compliance for this rule is ASTM method E 1968-10. Although this rule is intended for the four county area of the SCAQMD, the rule has far reaching effects on importers of metalworking fluids, rust inhibitors and direct contact lubricants to SCAQMD. There will be other consequences of this new rule and test method that will likely affect end users of metalworking fluids outside of the SCAQMD.

Taught by Mike Pearce, W.S. Dodge Oil Company. Mike Pearce is the Senior Sales Representative and Formulator for W.S. Dodge Oil Co. in Maywood, CA. He has been working in the field of metalworking and machinery lubrication for 37 years. He received his AA degree in Aeronautics from Orange Coast College in Costa Mesa, CA and studied chemistry at California State University in Long Beach. For the past 3 years, Mike and John Burke have led the negotiations with the South Coast Air Quality Management District over their Rule 1144. Mike is an active member of STLE, ILMA and ASTM.

Chemical Additives Review

Metalworking fluids are complicated formulations prepared with many different types of additive chemistries. Selection of specific additives is dictated in many cases by regulatory drivers. The purpose of this module is to review how the metalworking fluid additives were regulated in the past and are currently being regulated in the EU and North America. Among the additive types to be reviewed are: amines, amides, chlorinated paraffins and nonyl phenol ethoxylates.

Taught by Neil Canter, Chemical Solutions. Neil Canter received his PhD in Chemistry from the University of Michigan in 1983 and his BS in Chemistry in Brown University in 1978. He has been working in the metalworking fluid industry for 25 years. Neil previously worked for Stepan Company and Mayco. Presently, Neil runs his own consulting company called Chemical Solutions. He specializes in commercial development, marketing , product development and regulatory support for the metalworking fluid industry. Neil is a member of the American Chemical Society, SAE and STLE. He is currently a contributing editor responsible for writing the monthly Tech Beat column in STLE's TLT magazine. Neil is also the Chairman of the STLE's Metalworking Education & Training Subcommittee and is a member of the STLE Education Committee. Neil has been actively involved in making presentation at past STLE Annual and Local Section Meetings and Education Courses.

Reregistration of Biocides and Microbiology

For more than a century, antimicrobial pesticides have been used to control microbial contamination in a water miscible metalworking fluid. Since the enactment of the Federal Insecticide Act in 1910, microbicide use in the US has been regulated by the federal government. The US EPA has had regulatory responsibility for microbicide registration and use since 1900. Internationally, individual countries have had unique regulation. The Biocidal Products Directive (BPD) has harmonized microbicide regulations within the European Economic Union. The history of microbicide regulation has always reflected the tension between microbial contamination control and perceived health risks associated with the handling of microbicidal chemicals. Recently, perceived risks have resulted in US EPA rulings that will have dramatic effects on the options available for microbial contamination control in metalworking fluids. During this session, we will discuss the rulings and their implications.

Taught by Fred Passman, BCA, Inc. Dr. Passman is an STLE Fellow and Certified Metalworking Fluids Specialist with 35 years experience in environmental-industrial microbiology.  Since 1973, Dr. Passman has conducted research and consulted to government and private industry on topics as diverse as composting municipal sewage sludge, U.S. EPA criteria for various groups of toxic substances in fresh-water systems, microbially enhanced oil recovery, and microbial contamination control in industrial process-fluids. Before founding BCA, Inc., in spring 1992, Dr. Passman was the Business Manager of ANGUS Chemical Company’s' Biocide Division.  Dr. Passman is a member of numerous professional societies.  Within STLE, he has served as Associate Editor for Tribology and Lubrication Technology, Chair, STLE Education Committee and Chair, Metalworking Fluid Management Education and Training Subcommittee.   He is presently Chair, Certified Metalworking Fluid Specialist Certification Steering Committee. Dr. Passman is the Vice-chair of ATSM Subcommittee D.02.14 on Fuel Cleanliness and Stability.  He chairs ASTM Subcommittee D.02.14 Task Force on Fuel Microbiology, is Chair of ASTM Subcommittee E.34.50 Health and Safety of Metalworking Fluids and is an active member of E.35.15 Antimicrobial Pesticides. He has drafted ASTM Standards for each of these committees.  Dr. Passman has received STLE’s Wilber Deutsch Memorial Award for writing excellence.  He has more than 40 publications to his name.

Global Harmonized Standard, Safety Data Sheet Overview and TSCA Reform

The major topic of discussion on the global regulatory impact on the metalworking fluid industry has been European Union REACH. The new law entered into force on 1 June, 2007. Since then, three regulatory deadlines have passed and the emerged impact of the massive reporting submitted by these deadlines will become evident in 2011 and will be discussed. The emergence of REACH has had profound effect on regulatory initiatives elsewhere; many of the goals of REACH have been adopted or are being considered in the California Green Chemistry regulations, TSCA Reform and elsewhere. Another major impact is the global changes for GHS on hazard communication regulations affecting MSDSs and Labels.

Taught by Rich Kraska, Kraska Consultants, Inc. Richard Kraska Ph.D., DABT, has been consulting for 5 years after a 27 year career in government and industry as a toxicologist and regulatory affairs expert. Dr. Kraska does this through three business entities. As Vice President of Kraska Consultants, Inc. which serves the chemical industry  on a variety of FDA, TSCA and OSHA compliance issues. As Chief Operating Officer and CoFounder of GRAS Associates, LLC which serves the food (human and animal) and dietary supplement industries with FDA compliance issues such as GRAS Assessments and Notifications. As President of the newly founded GHS Resources, Inc. which will help chemical manufacturers and product formulators comply with global hazard communication requirements under GHS. Through these three entities, Dr. Kraska has helped dozens of clients with a wide variety of regulatory and product safety issues. He consults for ILMA and the Defoamer Industry Trade Association keeping them current with emerging regulatory requirements such as REACH, California Green Chemistry and GRAS Notifications for human and animal food. 

Interpreting HMIS From the Formulator's and the End User's Point of View

HMIS provides employees the tools to understand and recognize hazards associated with chemicals through the use of color-coded bars, a numerical rating system, recommendations for PPE and informative icons. Developed by the NCPA, the system has been upgraded three times and has been used in industry as a system for hazard determination for many years. HMIS system will be reviewed from both assigner and user aspects. The discussion will also provide practical applications and limitations. The possible problems of America's use of HMIS in the climate of current proposed regulatory changes, specifically GHS will be discussed.

Taught by Carol Poole. Carol Poole, BSPH, MS, RPIH - Primagy Consulting Carol has over 20 years experience in the Occupational Safety and Health field. She is currently a consultant with Primagy specializing in Industrial Health and Safety. She has held a number of positions in industry including Director of Safety and Environmental Affairs for a national manufacturing company, Health & Safety Specialist for Quaker Chemical, Safety Representative for PECO Energy and Industrial Hygiene Manager for Rohm & Haas. Carol holds a Bachelor of Science in Public Health and Masters in Industrial Hygiene and is a Registered Professional Industrial Hygienist. Carol is a member of the American Society of Safety Engineers (ASSE); the American Industrial Hygiene Association (AIHA) and the Association of Professional Hygienists (API).

Health & Safety Update, Regulatory Exposure Limits for Metal Removal Mist

The year spanning 2010 to 2011 was once again replete with new publications containing information regarding health and safety aspects of the use of metal removal fluids in the shop. In this module, the most significant of these publications, including Dr Frank Mirer's recent paper, "New Evidence on the Health Hazards and Control of Metalworking Fluids since Completion of the OSHA Advisory Committee Report," will be reviewed with emphasis on the impact of this new information on formulators and marketers alike. In addition, current progress towards development of an ASTM voluntary consensus standard on Control of Regulatory Hazards in the Metal Removal Fluid Environment will be reviewed as will be other regulatory efforts underway in Michigan.

Taught by John Howell, Primagy Consultants. John K. Howell. Ph.D. has over thirty nine years experience in metal finishing and metalworking technology and in safety, health and environmental affairs. John received his BS and PhD degrees in Chemistry from Drexel University, Philadelphia, PA and a Master's degree in organizational development from Loyola University, Chicago. After over twenty-three years at Castrol Industrial North America and predecessor companies, and five years with DA Stuart as Safety, Health and Environmental Advisor, John now consults with Primagy Consultants, Inc. as well as GHS Resources, Inc. Previously, John has served as Chairman, Independent Lubricant Manufacturers Association H&S Task Force and as a member of OSHA's Metalworking Fluids Standards Advisory Committee. John currently chairs ASTM Committee E34 on Occupational Health & Safety and is former Chair of E34.50 on Health & Safety Standards for Metalworking Fluids. John is also past Chair of the STLE Metalworking Fluid Steering Committee and Certification Subcommittee. He has participated as a member of ORC- Worldwide Metal Removal Fluids Task Force, and has published or presented many technical papers on metalworking fluid health and safety topics.

High Performance Machining Update, MQL and Green Chemistry

High speed machining will become more predominant as manufacturers seek to reduce cycle time and increase metal removal rates. These goals will require the enlistment of metal removal fluids that will facilitate better heat prevention and transfer in the cutting zone. Through tool coolant delivery systems will require that the metal removal fluids are capable of accommodating the higher fluid pressures. More rapid movement of metal removal fluids through central systems will lead to less time for settling and tramp oil removal. Metal removal fluids will also have to accommodate tighter filtration levels that may strip out some additives.

Taught by Neil Canter, Chemical Solutions. See bio above.

You will need to bring laptops to the course, so please make sure you come prepared.
To ensure that there are no problem accessing course materials from the provided Flash drives please make sure you download all the latest windows updates.
If you have any questions please contact Bruce Murgueitio at (847) 825-5536 or send email to bmurgueitio@stle.org   
©2008 STLE All rights reserved.