STLE Annual Meeting Education Courses

The 2024 STLE Annual Meeting & Exhibition features 13 industry-specific education courses offered on Sunday, May 19, Wednesday, May 22, Thursday, May 23. The schedule is designed to give attendees more flexibility when planning their conference attendance. All full day courses will start at 8 am and end by 5 pm. The half day course will run from 1-4 pm. Fees for each course vary; see registration page for additional information. If you have questions regarding these courses, please contact Susan Luers, or 224-985-0015.

Please note digital and paper course books will be available for each course; additional fees apply for paper versions.


Sunday, May 19, 2024

Machine Learning and Artificial Intelligence in Tribology (NEW!) - HALF DAY COURSE | Room 200 B
Course Chair: Wilfred (Eddy) Tysoe, University of Wisconsin-Milwaukee

This new course will include hands-on activities with the following curriculum: designing and organizing databases for use in tribology; orchestrating data for machine learning: the data pipeline in tribology; the use of physics-based machine learning—advancing fundamental understating and simplifying the calculations of complex tribological systems; and application of machine learning/artificial intelligence (ML/AI) to tribology (case studies). Each attendee will be strongly encouraged to propose a problem that they think would be soluble by ML/AI approaches. A downloadable PowerPoint template will be available to make your suggestions and the case studies will be selected from these suggestions. Because of the interactive nature of the course, enrollment will be limited to 30 attendees.  With that, those enrolled will be asked to submit ideas for an ML/AI problem or issue to the instructors by April 19th through an Email sent to them in March.

Modules and Instructors
  • Introduction to Machine Learning and Artificial Intelligence: Prathima Nalam, SUNY University at Buffalo
  • Big Data as a Building Block for Extensible and Reliable Machine Learning: Nick Garabedian, Karlsruhe Institute of Technology
  • Orchestrating Data for Machine Learning: The Data Pipeline in Tribology: Max Marian, Pontificia Universidad Catolica De Chile
  • Application of ML/AI to Tribology – Case Studies: Wilfred (Eddy) Tysoe (Moderator), University of Wisconsin-Milwaukee
Who should attend: Those from industry who want to learn whether to use machine learning and how to accomplish this, and for tribology students wanting to learn how to incorporate it into their research. The prerequisite for the course is an understanding of the basic principles of tribology, but a knowledge of MATLAB programming would be useful.
Advanced Lubrication 301: Advanced Additives |  Room 200 E
Course Chair: Farrukh Qureshi, The Lubrizol Corporation

Advanced Lubrication 301 covers the molecular structures and chemistries of lubricant additive types. Additives examined will include antioxidants, rust inhibitors, detergents, dispersants, antiwear additives, extreme pressure additives, friction modifiers, rheology, and viscosity modifiers.

Modules and Instructors

  • Antioxidants & Rust Inhibitors: Kevin DeSantis, BASF
  • Detergents & Dispersants: Alison Williamson, The Lubrizol Corporation
  • Antiwear, Extreme Pressure & Friction Modifiers: Eugene Scanlon, BASF
  • Rheology & Viscosity Modifiers: Timothy Smith, Lubrizol Ltd. (UK)

Who should attend:
Engineers and scientists early/mid-career who want to brush up on their knowledge of lubricant additives.  Lubricant additives provide several performance functions in the engine, transmission, gear, and electric vehicle systems. 

Basic Lubrication 103 |  Room 200 FG
Course Chair: Yvette Trzcinski, HF Sinclair

This course is primarily for the person entering the lubrication field who needs a broad introduction to the field of lubrication, lubrication principles and lubricating materials. This course is also for individuals not directly involved but who need a broad overview of lubricants and basic lubricating components. This course does not require 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, Basic Lubrication 103 is usually attended by a broad cross section of people such as technical, technical service, sales marketing, marketing, maintenance, and managers who in some ways are involved in the industry. The Basic course will focus on the fundamentals of lubrication associated with fluid and grease as it applies to basic lubricated components such as gears and bearings. Also, the course will review some basics around base stocks, synthetic lubricants and lab testing. 

Modules and Instructors
  • Lubrication Fundamentals: Jake Finn, HF Sinclair
  • Base Oil Fundamentals: Yvette Trzcinski, HF Sinclair
  • Synthetics: Tom Malinski, Chevron Phillips Chemical Company
  • Fundamentals of Grease: David Turner, CITGO Petroleum Corporation
  • Lubricants Tests: Raymond Drost, Calumet Specialty Products Partners, L.P.

Who should attend: Lubricant Sales Folks, Additive Sales, Lubricant/ Additive marketing, Lubricant Formulator or Manufacturer, Academia, Base Stock Sales or Manufacturer, Original equipment Manufacturer, Testing equipment Manufacturer, Lubricant Governing Associations.

Electric Vehicles 101 | Room 200 I 
Course Chair: Carlos Sanchez, Southwest Research Institute (SwRI)

The Electric Vehicle (EV) course provides an introduction to hardware, tribology, lubrication, thermal management and testing related to EV. The course starts with an overview of hybrid, fully battery and fuel cell electric vehicles. It covers the driveline systems of hybrid and full electric units. Then talk about lubricant, tribology and thermal management challenges and requirements for EV. Finally, talk about established test methods for EV fluid evaluation.  

Modules and Instructors
  • An Overview of Hybrid Full Electric and Fuel Cell Vehicles: Peter Lee, Southwest Research Institute (SwRI) 
  • Hardware Design and Drive Unit: Peter Lee, Southwest Research Institute (SwRI) 
  • Lubrication Requirements for Electric Vehicles: Chris Cleveland, Afton Chemical Corporation
  • Lubricating Greases for Electric Vehicle Applications: Gareth Fish, The Lubrizol Corporation
  • Heat Transfer and Thermal Management in HEV and EV: Thomas Wellmann, FEV North America, Inc.
  • Test Methods for Evaluation of Electric Vehicle Fluids: Rebecca Warden, Chevron Oronite
  • TBA: Harpal Singh, Solar Turbines 

Who should attend: Students, engineers and scientists early/mid-career who are new to the electric vehicle industry or would like to brush up on fundamental knowledge of EV technologies and test methods. 

Metalworking Fluids 105: Introduction to Metal Forming Fluids | Room 200 H 
Course Chair: Jennifer Lunn, FUCHS Lubricants Company

Metalworking Fluids is designed for those involved in developing, working with and using metal forming fluids in the manufacturing environment. This course is very useful for formulators, technical service representatives, shop floor personnel and coolant service managers who need to know more about the fundamentals concepts of metal forming fluids. This course is divided into modules covering metal forming operations, metal forming fluid chemistry, metal forming fluid mechanisms, controlling contamination and microbial growth, waste treatment and operator acceptance. By the end of the course, participants will have gained a good understanding of metal forming operations, formulation of metal forming fluids, tools for identifying and correcting metal forming fluid failures and waste treatment of metal forming fluids. 

Modules and Instructors
  • Introduction of Processes, Applications and Fluid/Lubrication Requirements: Ben Faber & Gabe Kirsch, The Lubrizol Corporation
  • Metal Forming Lubricant Basics: Stamping and Blanking: Jennifer Lunn, FUCHS Lubricants Company
  • Metal Forming Lubricant Basics: Rolling, Heading and Wire Drawing: Ted McClure, Sea-Land Chemical Company
  • Metal Forming Failure Mechanisms: Lubrication, Concentration Control, Compatibility and Filtration: Stephanie Velez, Münzing
  • Metal Forming Fluid Failure Mechanisms: Water Quality, Corrosion, Foam, Emulsion Size, Residue and Cleanability: Stephanie Cole, Münzing
  • Controlling Contamination and Microbial Growth in Metal Forming Fluids: Nicole Clarkson, Barentz North America, LLC & Clayton Cooper, Tower Metalworking Fluids
  • Waste Treatment of Metal Forming Fluids: Zach Magness, Calvary Industries, Inc.
  • Operator Acceptance and Final Course Discussion: TBA
Who should attend: Engineers, scientists, and other personnel that are early/mid-career involved in Metal Forming formulating, manufacturing, technical service, shop floor services, coolant service, sales, and marketing. Attendees can be from base oil suppliers, additive suppliers, independent lubricant manufacturers, academia, original equipment manufactures, and testing equipment manufacturers, or others with an interest in learning about the basics of Metal Forming processes and lubricants. 
Grease 101 (in partnership with NLGI) | Room 200 CD 
Course Chair: Gareth Fish, The Lubrizol Corporation

This course is a comprehensive overview of all aspects of lubricating grease. Grease formulation components are thoroughly covered, including base oils and the many different thickener types. Manufacturing technologies are reviewed, as well as grease testing significance and methods. Included is a good discussion detailing how to select the proper grease for different applications, and a variety of examples of both industrial and automotive applications are discussed.

Modules and Instructors
  • Introduction to Greases: Gareth Fish, The Lubrizol Corporation
  • Base Oils: Colby Goggans, Ergon, Inc.
  • Grease Manufacturing Overview & Open Kettle Manufacture: David Turner, CITGO Petroleum Corporation
  • Grease Manufacturing Contractor/Kettle & Continuous Manufacture: David Turner, CITGO Petroleum Corporation
  • Grease Testing: Bob Cisler, Quaker Houghton
  • Automotive Applications: Gareth Fish, The Lubrizol Corporation
  • Industrial Applications: David Turner, CITGO Petroleum Corporation
  • Grease Selection: TBA

Who should attend: Engineers and scientists, early/mid-career involved in lubricating grease sales and marketing, lubricating grease manufacturing, base oils supplies or academia who want to brush up on their knowledge of lubricating greases. Users such as original equipment Manufacturer, grease testing equipment Manufacturer and others with an interest in learning about the basics of lubricating greases. 

Wednesday, May 22, 2024

Advanced Lubrication 302: Advanced Lubrication Regimes | Room 200 F
Course Chair: Weixue Tan, ExxonMobil Research & Engineering Co.

Advanced Lubrication 302 goes more in-depth on lubrication regimes, wear and wear mechanisms, as well as lubricant failure analysis. This course includes a series of lubricant failure analysis case studies on automotive engines, gears, and bearings.

Modules and Instructors
  • Lubrication Regimes: Kuldeep Mistry, Chevron Oronite
  • Wear & Wear Mechanisms: Ramoun Mourhatch, Chevron Oronite
  • Lubricant Failure: Michael Blumfield, ExxonMobil Technology & Engineering Co.
  • Failure Analysis: Gears: Stephen Berkebile, US Army Research Laboratory
  • Failure Analysis: Bearings: Daniel Merk, Schaeffler Technologies AG & Co. KG
  • Failure Analysis: Automotive Engines: Peter Lee, Southwest Research Institute (SwRI)

Who should attend: Lubricant Sales, Personnel, Additive Sales, Lubricant/Additive Marketing, Lubricant Formulator or Manufacturer, Academia, Base Stock Sales or Manufacturer, Original Equipment Manufacturer (OEM), Testing Equipment Manufacturer, Lubricant-Governing Associations.

Auto/Diesel, Gasoline, Hydrogen and Ammonia (NEW!) | Room 200 J
Course Chair: Peter Lee, Southwest Research Institute (SwRI)

This course will provide an overview of the engine and drivetrain systems and lubrication requirements for internal combustion engines (Diesel, Gasoline, Hydrogen and Ammonia) and drivelines. The course will also look at engine oil qualification, fuel requirements and friction and wear testing of engine components.

Modules and Instructors
  • Engine and Transmission Hardware Overview: Peter Lee, Southwest Research Institute (SwRI)
  • Bearings for Engines and Drivelines: William Hannon, The Timken Company
  • Driveline Fluids: Hamed Eskiri, Chevron Oronite
  • Basics of Engine Oils: William Anderson, Afton Chemical Corporation
  • Engine Oil Testing: Khaled Reiss, Southwest Research Institute (SwRI)
  • Cylinder Bore Design Consideration and Materials: Hamed Ghaedina, Gehring-Montgomery, Inc.
  • Ring-Liner: Lake Speed, Jr., Total Seal Piston Ring
  • Friction and Wear Testing of Engine Components: Georg Plint, Phoenix Tribology Ltd.

Who should attend: Anybody working with the Internal Combustion Engine or formulating or testing oils.

Metalworking Fluids 240: Metalworking Fluid Formulation Concepts | Room 200 H
Course Chair: Kevin Saunderson, BP Lubricants USA, Inc.

This course is in response to many students of our other MWF courses who asked for a course on how to formulate. It will begin with some universal formulating basics, such as experimental design, order of additions for ingredients, and considerations when scaling up from beakers to large blending tanks. Also covered will be base stocks, performance additives, emulsifier selection, HLB, qualification tests, optimization for stability both in the drum and in use, bioresistance, microbicide selection and use, and recalcitrant functional additives. Our instructors will then discuss formulating for disposability and for global distribution. A panel discussion with all instructors will complete the course. While several examples of formulations will be presented throughout the sessions, this course will NOT be providing specific ready-to-use commercial formulations.

Modules and Instructors
  • Universal Concepts: Bridget Dubbert, Engineered Lubricants Company
  • Base Stocks and Performance Additives: Karen Harrington, FUCHS Lubricants Company
  • Minimizing MWF Biodeterioration Risk: Fred J. Passman, BCA, Inc.
  • Optimizing MWF Stability In-Drum and In-Use: Michael Stapels, Kao Chemicals GmbH
  • Formulating for Global Distribution: Neil Canter, Chemical Solutions
  • Formulating for Disposability: John Burke, Consultant
  • Biodegradation, Regulations and Standards: Neil Canter, Chemical Solutions

Who should attend:  Metalworking Fluid Formulators, MWF Compounders - Tech Service and Laboratory Personnel, Technical Sales and Marketing Personnel, Health & Safety or Environmental Affairs personnel, Individuals who have taken STLE 105/115 level education courses or the STLE 2.5-day Metalworking Fluid Course.

Sustainability: Biolubricants and Biofuels | 200 G 
Course Chair: Brajendra K. Sharma, USDA/ARS/ERRC

This course provides an overview of current progress in the development and use of biofuels and biolubricants. Course modules include an introduction to energy and alternative fuels, basic chemistry of biofuels and biolubes, general performance requirements, overview of market progress, niche markets, sustainability, and governmental and regulatory drivers. Products currently in various stages of commercialization will be discussed and information on European, US and OEM views will be included. The course primarily focuses on biolubriants, but includes a general overview of alternative transportation fuels, biofuel feedstocks, production, and quality issues.

Modules and Instructors
  • Introduction to Biofuels and Biolubricants: Brajendra K. Sharma, USDA/ARS/ERRC
  • Chemistry 101: Petroleum and Biobased Lubricants: Selim Erhan, Process Oils Inc.
  • Chemistry 101: Petroleum and Biobased Fuels: Daniel Garbark, American Electric Power
  • Biofuel & Biolubricant Developments and Markets in the EU: Stephen Baumgaertel, Verband Schimierstoff – Industrie (VSI) E.V.
  • Growth of Niche Markets in the US: Larry Beaver, RSC Bio Solutions
  • General Performance Requirements of Lubricants: Mark Miller, Alliant Ventures LLC 
  • Biodegradation, Regulations and Standards: Neil Canter, Chemical Solutions
  • USDA Biolubricant Programs: Selim Erhan, Process Oils Inc.
  • Biofuels and Other Alternative Transportation Fuels: Daniel Garbark, American Electric Power
  • Alternative Biofuel Quality and the Impact on Vehicle Performance and Emissions: Jay Cummings, General Motors
  • Sustainable Cooperation in the Lubricant Industry—A Transformation Towards a Circular and Sustainable Lubricant Value Chain: Inga Herrmann, Ergon International, Inc.
  • Biofuels and Biolubricants Review Session: Daniel Garbark, American Electric Power & Brajendra K. Sharma, USDA/ARS/ERRC
  • Biolubricants Review Session: Brajendra K. Sharma, USDA/ARS/ERRC

Who should attend:  Students, Engineers, Scientists, Lubricant formulators, Users early/mid-career

Thursday, May 23, 2024

Electric Vehicles 202 (NEW!)  Room 200 FG 
Course Chair: Carlos Sanchez, Southwest Research Institute (SwRI)

The Electric Vehicle (EV) 202 course will discuss more advanced topics related to electric vehicle research and development. This course will cover current trends of EV technology and testing, fluid development, and tribological challenges.

Modules and Instructors
  • EV Driveline Components: Troy Muransky, American Axle & Manufacturing 
  • Foaming and Aeration: Safia Peerzada, Münzing
  • EV Batteries: Thomas Wellmann, FEV North America, Inc.
  • Modeling and Simulation for EVs: Hannes Grillenberger, Schaeffler Technologies AG & Co. KG
  • Energy Efficiency in EV: Hitesh Thaker, Infineum USA L.P.
  • E-Fluid Development: Mariam Shamszad, The Lubrizol Corporation

Who should attend: Engineers and scientists early/mid-career who are familiar with or are currently working on electric vehicle technology and research.