Don’t miss insightful case studies and learning sessions from industry leaders…
To learn more about the Certificate Programs, click here.
At least one category must be selected.
At least one session type must be selected.
Rendela Wenzel – Associate Senior Consultant Engineer, Eli Lilly
This case-study presentation will outline the next-generation maintenance approach Eli Lilly is using to transition from time-based preventative maintenance to a machine learning proactive maintenance strategy and how these efforts should save thousands if not millions of dollars over the next two to three years. Attendees will learn how to develop a transition plan, the types of equipment to include and why, how to bring numerous sites under one global platform, and how to gain upper management buy-in and support.
Patrick Garin – Plant Manager, Cabka
You can have the best technicians in the world, but if they are not engaged, they will produce only average results. This presentation will explain how to fully empower and engage your techs to bring your maintenance department to the next level. This simple approach offers a huge payback and does not require a financial investment. Attendees will learn how to bring out the lost potential of their team members and make them feel more like an asset to achieve maximum results.
Dale Deem – Reliability Engineer, Oerlikon Fairfield Manufacturing
Starting a maintenance and reliability program can be a bit overwhelming. This case-study presentation will provide the basic steps for developing a well-thought-out plan and a logical approach for a new or revived program, with each key step building upon the preceding one. Join reliability engineer Dale Deem as he explains that you are not alone in this journey as well as why not all initiatives must occur at the same time and which resources and collaboration opportunities are available to you.
Douglas Smith – Reliability Engineer, Pinnacle Foods; Patrick Haigh – Maintenance Reliability Manager, Pinnacle Foods
This case-study presentation will detail how Pinnacle Foods addressed its skilled trades shortage by using an approach similar to a baseball farm system. See how the company built its program, grew and developed its workforce, and leveraged skill-based pay to retain the major-league players on its team. You will hear how online education was employed to train technicians, how young people were engaged to make them aware of the careers available through skilled trades, and what the benefits and drawbacks have been.
Paul Durko – Reliability and Maintainability Manager, CNS Y12; Michael Johnson – Maintenance Execution Senior Manager, Y-12 Infrastructure
This case-study presentation will detail how the Y-12 National Security Complex team provided its workforce with a direct channel to management by developing a management and craft interface along with a proactive approach to worker safety. These two initiatives have improved safety, re-established asset ownership at the floor level and allowed the plant to achieve measurable success over the past three years. Attendees will learn the importance of worker engagement and why the success of a reliability program depends on this interface as much as senior leadership buy-in.
Scott Roth – Maintenance Program Manager, Pierce County Planning and Public Works; Larry Butner – Maintenance Manager, Pierce County Planning and Public Works
In many organizations, personnel schedule their own workweek, which often is not the most effective approach. This case-study presentation will detail how the Pierce County Planning and Public Works’ Sewer Division employed lean and Six Sigma processes to save its team time while also providing supervisors with a better understanding of which tasks are being completed and how long each takes. Join Scott Roth as he shares how supervisors and staff can work together on a common goal to put the best person in place to accomplish the task at hand. You will see how dynamic work can be planned and scheduled, how to obtain buy-in from your staff and how technology can be used to maximize effectiveness.
Don McDaniel – Maintenance Lead/Manager, Worthington Industries (Steel Division); George Miconi – Maintenance Planner, Worthington Industries (Steel Division)
This case-study presentation will provide a detailed roadmap to a sound maintenance program so you can improve machine uptime at your organization. Join Worthington Industries’ Don McDaniel and George Miconi as they share the path their company took to transition from being reactive to becoming more proactive and achieving greater uptime. You will hear why communication is key, how to determine the root cause of problems, why change is your friend and how anyone can develop a team of first-class maintenance technicians.
Mohammed Alismail – Planning and Material Section Head, Saudi Electricity Co.
Before a plant shutdown, it is critical to have an organized plan and effective communication among team members. Otherwise, serious problems with considerable costs may ensue. This case study will detail how the Saudi Electricity Company’s Ghazlan Power Plant developed a shutdown plan for its eight steam power generation units, including the coordination involved with other plants and the central power dispatch. Attendees will gain a better understanding of when and how to make a shutdown plan, how to determine the scope of a shutdown, and how to manage daily activities and plant priorities to save time and money.
Rose Wilson – PSM/RMP Coordinator, George’s Inc.
Industrial plants with highly hazardous chemical (HHC) dangers must take special precautions when working with maintenance contractors. In this session, you will learn how to proactively recognize your HHC dangers and educate contractors about your facility. Find out what the Environmental Protection Agency (EPA) and the Occupational Safety and Health Administration (OSHA) expect your company to have in its contractor file, as well as what is considered best practice based on previous audits so you can stay ahead of government regulations.
Michael Mazur – Maintenance Trainer/Mechanic, Schwan’s Global Supply Chain
Preventive maintenance (PM) descriptions, emergency work orders and operational checklists are frequently written without any review or standardization. This often leads to misinterpretation, inefficient application of work and even confusion as to what needs to be accomplished. This session will offer examples of ineffective PMs and work orders as well as show how tasks can be rewritten for more efficient work. You will learn how to standardize the task format, use clear and concise language, and define a systematic work flow for more repeatable maintenance actions and greater equipment reliability.
Carl Stevens – District Equipment Manager, Virginia Department of Transportation
Prior to re-evaluating its maintenance strategy, the Virginia Department of Transportation (VDOT) had been utilizing a scheduled maintenance program and in some cases a “failure” maintenance program. In 2003, the VDOT changed its strategy and began focusing on five key levels of maintenance to achieve a reliability-centered program. This case-study presentation will describe how the VDOT’s maintenance program has been able to attain four of the five levels, with the fifth level steadily evolving. Join district equipment manager Carl Stevens as he shares the rationale and benefits of this approach as well as the results of the program.
Guadalupe Rodriguez – Maintenance and Planning Specialist, Metso Minerals – Canada
Asset management and maintenance planning and scheduling are critical in today’s mining industry, where competitiveness is a key factor for success. Constant cost-reduction efforts require complete control of resources and standardization of the maintenance process to ensure equipment availability. This session will detail how the latest computerized maintenance management systems can support better asset management by providing standardized procedures, inspection checklists, lubrication routines, bill of materials and maintenance schedules. Discover how you can optimize operation costs, enhance resource utilization, improve maintenance using mobile devices and control all your maintenance records and equipment histories with a centralized system.
Abdul Alami – Professional Engineer, Alberta Infrastructure
Many organizations have a preventive maintenance (PM) program, but few are implemented effectively. This presentation will reveal some of the most common failures associated with deploying a PM program, as well as a number of tips and strategies to help overcome the typical implementation challenges. Join Alberta Infrastructure’s Abdul Alami as he explains a back-to-basics approach to help attendees understand the key concepts and methods for turning around a failing preventive maintenance program.
Jeff Shiver – Founder/CEO, People and Processes
Many maintenance teams struggle to break the reactive cycle of chaos with regards to driving reliability. Not only are there financial costs, but there are human costs, too. In this learning session, join Jeff Shiver as he shares his insights and experiences to deliver asset reliability and end the chaos. He will show you how to use reliability-centered maintenance (RCM) concepts and apply them in your daily work. You will learn how to build partnerships, evaluate proactive maintenance strategies, balance planning and scheduling, ensure you have the right parts and materials, and then get it all done.
Roger Collard – Engineering, Maintenance & Reliability Manager, Calumet Specialty Products Partners
Maintainability is the element of downtime associated with the ability to perform maintenance on an asset. Life-cycle costs and total cost of ownership cannot be minimized until these elements of the repair process are optimized. This session will take a proactive look at the maintenance function along with all elements of downtime and their contribution to system reliability. The time associated with maintenance tasks will be discussed as well as how to quantify and evaluate each task. Attendees will also be introduced to a methodology for identifying the contributing factors of downtime and an effective action plan for optimizing each factor.
Paul Dufresne – President and CEO, Reliability Playbook
As the aging workforce retires, their knowledge is leaving the plant floor. This session will address the unique approach one organization took to capture this critical knowledge and put it into action. Attendees not only will discover how they can proactively address this issue at their facility but also why you must have a system in place to facilitate the process as well as the necessary steps to capture the appropriate knowledge and effectively deploy it after the knowledge has been collected.
Doc Palmer – Managing Partner, Richard Palmer & Associates
In this case-study presentation, Doc Palmer, author of McGraw-Hill’s Maintenance Planning and Scheduling Handbook, will detail the steps the Jacksonville Electric Authority used to turn around its maintenance planning department, including how crews were able to work down their entire backlog, free up time to perform proactive work, replace contract labor and assist other stations. Attendees will gain a better understanding of the six key principles of effective planning and scheduling along with how a proper system can transform a reactive work environment for maintenance success.
Nancy Regan – President, The Force Inc.
Although it has been employed by organizations for nearly 40 years, reliability-centered maintenance (RCM) is still often misunderstood and misapplied. This presentation will cut through all the noise and false information about RCM and set the record straight. It also will answer the top questions about RCM that most people don’t even know to ask. Attendees will leave knowing exactly what RCM is, what it can and cannot do, the most common misconceptions about RCM, and if it could be beneficial in their department or organization.
Shon Isenhour – Founding Partner, Eruditio LLC
For an effective reliability initiative implementation, there are 10 core elements that must work together. Employing all 10 of these philosophies will produce better results than any one element alone. This session will tie the principles of maintenance and reliability improvement initiatives together to help you develop a cohesive implementation strategy. From root cause problem-solving and preventive maintenance optimization to planning and scheduling, you will gain a better understanding of which elements you need to include when implementing a reliability initiative along with real-world examples that you can take back to demonstrate best practices within your facility.
Michael Brooks – Senior Director, AspenTech
Traditional preventive maintenance can be like waiting until the check engine light comes on in a vehicle. The driver knows something is wrong but nothing else. This presentation will describe how new technologies like machine learning and data science can be used to detect problems well in advance of equipment breakdowns. Attendees will leave this session understanding how proper machine monitoring can provide early alerts of mechanical degradation and damage as well as identify the root causes of what will fail, why it will fail and when it will fail.
Steven Tuttle – Senior Maintenance Planner, C&W Services
This session will take you through a day in the life of a maintenance planner, where you will observe a “rubber meets the road” approach for having a perfectly planned and scheduled day before all the reactive calls come in and force rescheduling. You will see how to manage your well-laid plans, overcome obstacles, and leverage your kitting and staging area to your best advantage. Come hear the key tips and techniques that a senior maintenance planner has learned during his career to help your organization become more efficient and profitable.
David Bell – Principal Digital Product Manager, GE Digital
This presentation will explain why today’s industrial operators must invest in data management if they wish to effectively prevent plant failures. GE Digital’s Dave Bell will describe how a predictive, data-driven approach to maintenance was able to cut unplanned downtime by 36 percent in comparison to a reactive approach. This has resulted in, on average, million in annual savings and greater peace of mind. Attendees will gain a better understanding of how to use data to spot failure trends and characteristics earlier and how to formulate an intelligent asset strategy to ensure long-term success.
Donald Shoemaker – Vice President, Asset Services, Synovos
In most plants, critical spares issues are addressed via firefighting techniques, which means personnel are forced to be reactive rather than proactive. This session will detail how proper identification and management of critical spares can enable companies to better control the flow of materials, lowering costs and improving maintenance effectiveness. Attendees will learn how to develop standardized evaluation methods for assessing spare parts criticality, identify the potential impact of criticality assessment on inventory and plant reliability, and recognize the need to align storeroom management with part criticality and plant maintenance.
James Kovacevic – Principal Consultant, HP Reliability
Job plans for corrective or preventive maintenance often are not written in a way that ensures repeatability and consistency. This leads to maintenance-induced failures and missing potential failures, which can result in excess downtime. This presentation will describe the proper approach for writing job plans to ensure consistency and repeatability. Attendees will hear how a well-written job plan can impact reliability and how to improve the effectiveness and efficiency of their work management and preventive maintenance (PM) programs.
Matthew Carney – Engineer, Exelon Generation
The wind industry can present a number of maintenance and operation challenges when it comes to reliability. This case-study presentation will reveal how Exelon addressed its most difficult reliability issues so you can employ these same methods and practices, which not only are effective in the wind industry but also in other industries as well. Through real-world experiences and examples, attendees will hear about Exelon’s lubrication and inspection practices, its condition monitoring challenges and solutions, and equipment life-extension methods.
Saul Cizek – Senior Maintenance Planner, Upper Occoquan Service Authority
With fast-approaching deadlines and mounting pressures, most practitioners must work hard to put equipment into service. This case-study presentation will provide some peace of mind and coping resources to help make the commissioning process more efficient. Join Saul Cizek as he shares how the Upper Occoquan Service Authority improved its approach for commissioning equipment and asset management with real-world examples of successes and lessons learned. Find out how to develop a commissioning plan, select a commissioning leader and convince supervisors to allow adequate time for commissioning, as well as which follow-up steps must be taken.
Alan Ross – Vice President of Reliability, SDMyers
For success in any reliability program, you must be able to change from a reactionary culture to a proactive culture and then maintain it. This session will address the challenges industry faces concerning the reliability of specific systems like transformers, and how to meet these challenges from a reliability perspective. Attendees will learn how to integrate historical static data and dynamic monitoring data for an effective condition assessment, along with the barriers to implementing an enterprise-wide reliability program and how to overcome them.
Jeremy Wright – Director of Product Management, Advanced Technology Services; Mark Young – Director of Reliability, Advanced Technology Services
Neglected reliability initiatives pose a major strain on maintenance departments in the form of reactive work orders and decreasing PM compliance. This presentation will describe corrective actions that can stem the tide when a poor-performing reliability program is slipping into a reactive mode. Learn the best ways to turn around a program when resources are scarce, which resources are available to help along the way and how fast results can be expected. If you have limited resources and feel your reliability program is not what it should or could be, this is the session for you.
Carles CG – Senior Fleet Performance Engineer, Reliable Dynamics
The second most important part of any analysis process is to have the right data correctly stored, labeled and cleaned. The most important part is to have domain-specific knowledge of the maintenance problem you would like to solve. This presentation will discuss why proper labeling of failure data is critical to extract meaningful information for future use. Discover how to identify shortcomings in your data collection process and improve the quality of input data so you can achieve better results in your reliability program.
Root Cause Analysis
Daniel Sherbert – Reliability Engineer, EJ
This presentation will provide an in-depth study into the failure of a complex hydraulic system and the reasons why the failure wasn’t predicted. EJ’s Daniel Sherbert will explain how a lack of knowledge in oil analysis and lubrication best practices contributed to the problem. See the effects of water contamination in oil, the value in taking ownership of a lubrication program and the importance of proper oil sampling techniques. These lessons can be applied to any manufacturing facility in any industry.
William Abernathy – Technical Manager, Rehrig Pacific
This case-study presentation will walk you through the three-year journey that the Rehrig Pacific plant in Lawrenceville, Georgia, took to improve its hydraulic system reliability. The plant historically had suffered from repeated catastrophic failures, resulting in poor uptime, increased workloads, higher maintenance costs and in some cases failure to meet customer needs. From taking oil samples in the parking lot, to lessons on oil cleanliness and oil filtration best practices, to achieving a dramatic reduction in unplanned downtime events, see how plant personnel were able to discover root causes and implement new company standards, which led to improved system reliability.
Thomas Brown – Principal Engineer, Reliability Solutions
A variety of problem-solving methods can be used to analyze equipment and process failures. Each has its own strengths and weaknesses that must be matched to the problem for maximum effectiveness. This session will reveal which failure analysis methods and tools work best in different situations. You will gain a better understanding of how to identify the training, time and financial resources required to utilize each method, as well as which types of situations, failures and issues each method is best suited to solve.
Lubrication Program Management
Andrei Melo – Lubrication Competence Leader, Goodyear; Rafael Jordão – Reliability Manager, Goodyear
The Goodyear Americas tire plant in Americana, Brazil, was facing a number of serious lubrication issues. As with most plants, personnel didn’t know where to begin; they only knew they had a problem. This case-study presentation will detail Goodyear’s journey to lubrication excellence. Attendees will see how the plant was able to implement and sustain its lubrication program, reduce downtime and save money, as well as how these same steps can be used to achieve similar results in any organization.
Jim Fitch – CEO, Noria Corporation
Getting lubrication to an optimum state of excellence requires complete organizational alignment. ISO 55000, the international standard published by the International Organization for Standardization, was precisely constructed to enable this alignment, which is a goal that should be sought by senior leaders of any organization. In this presentation, Noria’s Jim Fitch will explain how ISO 55000 can be a game-changer to machinery asset management and the field of reliability in general. Learn how the adoption of ISO 55000 can enable an organization to achieve its objectives through the effective and efficient management of its assets consistently and sustainably over time.
Wes Cash – Director of Technical Services, Noria Corporation
With the deadline for compliance with the Food Safety Modernization Act (FSMA) already passed, it is increasingly important for all food and beverage plants to understand the scope of this legislation. Complying with food-grade lubrication principles is no longer voluntary but is now the law and must be followed. This session will reveal what this act means for your organization and lubrication program. You will learn the risks that must be addressed, some simple strategies to help ensure compliance and the potential penalties for those who don’t conform to this legislation.
Terry Harris – President, Reliable Process Solutions
Poor storage practices have the potential to render lubricants totally useless or even harmful to machines and technicians. This session will outline key considerations for developing your lubricant storage, including safety, capacity, the environment, etc. Attendees will learn what they need to know to redesign or create new lubricant storage at their facility. They will also understand how moisture, temperature, contaminants and other issues can affect machines, as well as how to avoid preventable storage mistakes.
Bennett Fitch – Senior Technical Consultant, Noria Corporation
Starting your machinery in a cold environment can be very detrimental to the components inside, wreaking havoc on the equipment’s reliability. Proper lubrication can provide the solution. This session will discuss the many failure modes associated with cold machine starts and review the ways they can be avoided. You will learn how all machines and lubricants have practical limits when it comes to operating temperatures, how to avoid a cold machine start, and how the right lubricant can be the answer.
Garrett Bapp – Technical Consultant, Noria Corporation
In many plants, the focus of the maintenance team is on large equipment that can shut down production if it fails. But what about those smaller reservoirs, those with capacities of only a few ounces to 10 gallons? Shouldn’t they be treated with the same care and respect? This presentation will discuss the best practices for topping up smaller reservoirs and why it is critical to maintain a precise oil level in these types of equipment. Find out which tools you should use and the most effective ways to keep contaminants out of your lubricants and machinery.
Joe Goecke – Senior Technical Services Advisor, Petro-Canada
Grease is used as a key lubricant in many facilities. From time to time, changes in the grease or conditions create problems that can lead to premature failure of machine components. This session will address several of these common problems and offer potential solutions so you can achieve longer equipment life, lower lubricant costs, less waste and better performance. You will find out why grease turns milky in color and runs out while in service, what causes grease consistency to change in operation, and why bearings overheat in relation to grease.
Muhammad Ali Qureshi – Reliability Engineer, Saudi Aramco
This case-study presentation will reveal the results and benefits that Saudi Aramco has seen from its corporate-wide oil condition monitoring program. Find out how the oil company was able to detect permanent shear of oil molecules in certain applications, which was reducing the oil’s viscosity, as well as what actions were taken. Attendees not only will hear recommendations for improving the viscosity index based on oil analysis but also see how Saudi Aramco’s condition monitoring program allows samples and analysis of the company’s machinery to be contained in one location.
Evan Zabawski – Senior Technical Advisor, TestOil
Oil analysis data can often be confusing and difficult to understand. This presentation will help to provide some clarity through detailed explanations of typical oil analysis tests and results, common causes for changes in the data, and pitfalls to avoid. Attendees will find out how to better interpret the oil analysis reports they receive from their lab, what the standard tests are designed to measure and reveal, the most likely reasons for values being too high or low, and the most frequently made mistakes and misconceptions regarding data interpretation.
David Turner – Product Specialist, CITGO Petroleum Corp.; Leeann Wimer – Mechanical Engineer, U.S. Army Corps of Engineers
This case-study presentation will explain how the U.S. Army Corps of Engineers’ hydroelectric power plant in Riverdale, North Dakota, was able to use the same lubricating oil in its turbines for more than 17 years without an oil change. In-service oil analysis data from 2000 to 2017 will be presented along with the issues that were revealed during the eventual oil change. Attendees will hear how oil condition monitoring, proper maintenance and the selection of a high-quality lubricant can help to extend the life of turbine oil in hydroelectric service.
Michael Holloway – Strategic Accounts & External Training, ALS Tribology
Oil sampling can be challenging in certain environments due to the location of the machinery. However, unmanned aerial vehicles or drones can accomplish tasks that would be difficult if not impossible for people. This presentation will detail the latest advances in drone technology that have made oil sampling easier in remote and hard-to-reach access points. Attendees will discover how drones can be used to sample oil from a variety of assets like wind turbines, where normally it would be expensive if not prohibitive for typical sampling protocols, as well as when the combination of oil sampling and unmanned aerial vehicles are a perfect match.
Tom Fitch – CEO, Luneta
When it comes to oil analysis, there are no scientific instruments, sensors, algorithms or computers that can outperform the eyes and mind of a human inspector. However, to get the most out of your sense of sight, you need to know what you are looking for. This presentation will explain how to identify the critical states of oil that can cause machine failure or reveal an active failure in progress. Attendees will learn routine visual inspections that enable earlier alerts without the use of tools, pulling oil samples or special instruction aids.
Ruediger Krethe – Managing Director, OilDoc GmbH
New base oils and additive technologies are having an effect on lubricants and hydraulic fluid chemistry, resulting in more clogged filters, blocked lubrication lines, failed valves and polluted oil reservoirs. This session will outline why modern lubricants require new analysis methods and interpretation rules to detect and solve deposit-related problems at an early stage. You will discover how to apply the right methods and limits for a wide range of applications and oil types, interpret oil analysis results as a whole and improve the efficiency of your oil analysis program.
Andrés Lantos – Analytical Developments & Technology, Laboratorio Dr. Lantos – Wearcheck Argentina; Dave Wooton – Consultant, Wooton-Consulting
Estimating when to add new oil to a machine can be difficult. In some situations, this type of calculation should only be performed by skilled professionals. In other cases, a simple self-calculation may be adequate. This presentation will describe how to use certain oil analysis tests to determine when an oil top-up is necessary. Attendees will gain a better understanding of Membrane Patch Colorimetry (MPC), Remaining Useful Life Evaluation Routine (RULER) and the Rotating Pressure Vessel Oxidation Test (RPVOT) and how their results can be integrated to calculate when new oil is needed.
Bernie Hall – General Manager, Checkfluid
New approaches to oil sampling can help drive reliability returns, but not everyone knows how to implement the latest techniques. In this session, you will learn how to set up a sampling and oil analysis program, what the best sampling methods are, what makes a sample reliable and how to incorporate other predictive technologies into your oil sampling program. Attendees will leave this presentation with a greater understanding of how to get the most out of their oil analysis program for better decision-making.
Cary Forgeron – General Manager, Bureau Veritas
Many maintenance professionals do not realize how critical database management has become in the information age. This session will help you understand how oil analysis laboratories set up sample databases and what you can do to ensure you get the most out of the data you generate. Discover how to mine data histories to gain more insight beyond a single oil sample result, as well as how to organize and manage your sampling program data to maximize the value and information you are able to extract from it.
Jorge Alarcon – Consultant, Tekniker
Technology continues to have a dramatic impact on almost every aspect of our lives. New technology is also at the doors of oil analysis and condition monitoring. In this presentation, Tekniker’s Jorge Alarcon will explore some of the latest approaches to oil analysis and how many organizations are taking advantage of these new analytical methods. Attendees will hear examples from the field along with several case studies on employing the internet of things and data analytics for greater equipment reliability.
Alejandro Meza – Senior Technical Consultant, Noria Corporation
Too often the individual responsible for the oil analysis program has simply accepted a program proposed by the lubricant vendor or a third-party laboratory, assuming it will be suitable for the organization’s needs. While this assumption is not always wrong, the question becomes whether the program has been appropriately customized for the plant’s machine conditions, equipment criticality and reliability objectives. This session will detail the enhanced capabilities of oil analysis when used in combination with a proper program design. You will learn how to perform a self-assessment to evaluate the effectiveness of your current program, how to choose test slates based on program objectives and equipment criticality, and how to revitalize your oil analysis program to maximize its potential.
Cory Schomburg – Principal Scientist, PerkinElmer
The ability to quickly identify and monitor oxidation in grease is important for any lubrication program. Unfortunately, grease formulations tend to be quite viscous, making analysis difficult with the same techniques used for oil. As a consequence, many of the physical and chemical properties of new and in-service greases are not well-studied or understood. This session will take a look at pressure differential scanning calorimetry and how it can be used to test new and in-service grease samples. Attendees will learn how to perform grease analysis using this technique, which standard modifications can improve data reproducibility, and how to determine the remaining useful life and antioxidant performance of greases.
Dave Wooton – Consultant, Wooton-Consulting
Analysis tools like the Remaining Useful Life Evaluation Routine (RULER) and Fourier transform infrared (FTIR) spectroscopy have been used for lubricating oils for years. However, because of grease’s physical properties, FTIR spectroscopy has been limited to semi-quantitative techniques, making it difficult to observe anything except the base fluid and thickener. This presentation will discuss recent advances in infrared technology that are enabling grease to be studied like its lube-oil sister. Real-life case studies will be used to show how these new advances can help improve equipment reliability.
Zeeshan Iqbal – Reliability & Performance Engineer, Territory Generation; Arifur Rahman – Assets Manager, Territory Generation
This case-study presentation will detail the approach one plant took when high vibration readings were detected on all points of a machine train, including the motor drive-end and non-drive-end bearings, along with the speed reduction gearbox and fan. The vibration amplitudes eventually would reach the trip setpoint and prevent the machine from running. See how vibration analysis was able to reveal the root cause of the problem as well as the benefits of an effective condition monitoring program.
Walter Barringer – Senior Reliability Professional, Allied Reliability Group
The source of many underlying machinery problems can be traced to structural issues. This presentation will reveal how to use vibration analysis to identify these issues. Discover how the cross-channel phase in a typical two-channel vibration analyzer can be employed to track down those hidden structural issues that cause machine degeneration and failure. Attendees will gain insight into the principles on which phase analysis works, the proper settings to use with a vibration analyzer for optimal results and how to interpret your readings.
Girish Chandra – Manager of Reliability and Planning, Yara Fertilizers India
This case-study presentation addresses some of the most prevalent issues associated with poor reliability in rotary machines. Girish Chandra will explain what his organization has discovered through the years that has helped improve machine reliability, including how out-of-the-box thinking can resolve complex problems, how a minor fabrication error can lead to a serious process safety incident, why a long-term solution is always better than a short-term corrective action, and how a learning and improving culture can result in excellence. Several case studies and root cause analyses will be presented that attendees can implement in their own applications.
Garrett Bapp – Technical Consultant, Noria Corporation
When performed correctly, a machine alignment can be an essential part of a proactive maintenance plan. Unfortunately, thousands of machines die every year due to improper alignment. This session will explore how machine misalignment is often overlooked as a root cause of failure and how different condition monitoring tools, proper training and the right personnel can help to decrease these equipment failures. Attendees will gain a better understanding of how detrimental shaft alignment can be, how it should be addressed through proactive alignment, and the most popular predictive technologies that can detect misalignment.
Robert Sayer – President, Vibration Institute
High vibration levels are an all too frequent occurrence in many industrial plants. This session will explain how excessive vibration can be reduced by either eliminating or minimizing the dynamic force that causes it or by modifying the structural characteristics of the mechanical system. You will gain a better understanding of the basic concepts of vibration control, including stiffness, mass, damping and isolation, as well as how structural dynamic modification (SDM) methods can be used effectively to solve many vibration problems.
T.J. Garten – SME, Allied Reliability Group
There are a number of common misconceptions about infrared thermography and how it can be employed to inspect plant equipment. This presentation will discuss these misconceptions and the actual capabilities of the technology, including examples from real-world plant inspections. Attendees will gain a better understanding of how infrared thermography works from a foundational perspective, which in turn will help them understand what they can achieve through proper application of the technology.
Steffen Nyman – Corporate Trainer & Consultant, C.C. Jensen
Online sensors are growing in popularity, but with more condition monitoring data being collected, it becomes more challenging to interpret the massive amounts of information. This presentation discusses how a statistical monitoring program can provide reliable guidance for maintenance teams by taking sensor-to-sensor correlations and combining all the information into user-friendly warning signals. Maintenance personnel can then react to the warning signals and possibly avoid equipment breakdowns. Real-world cases studies will be presented showing how this type of monitoring has led to significant cost savings and foreseen machine problems.
Andy Page – Principal Consultant, Allied Reliability Group
Many people apply both oil analysis and vibration analysis to the same machine components, but often the results are presented independently, with some details lost in the process. This session will explain how much can be gained from comparing the findings of both oil analysis and vibration analysis before maintenance recommendations are made. Attendees will gain a better understanding of how different technologies can corroborate each other as well as some of the most common mistakes made by lubricant analysts and vibration analysts when they do not compare notes.
Rich Pratt – Asset Reliability Consultant, Cornerstone Controls
There has been an influx of wireless vibration technology on the market over past few years. These new systems have some major differences when compared to traditional systems, making it difficult to determine their exact capabilities. This presentation will discuss the various technologies along with the pros and cons of each. Attendees will discover how wireless fits in a traditional vibration program, how to use vibration as a process parameter, where “the cloud” is and what its benefits are, what terms like the IIoT and “big data” really mean, and what your first steps should be when going wireless.
Andy Page – Principal Consultant, Allied Reliability Group
Maintenance personnel often attempt to utilize ultrasound without understanding the appropriate application, methodology and device settings. This can result in misusing or misapplying the technology, sometimes without even knowing it. In this session, Andy Page will explain some of the common errors and traps people fall into when applying ultrasound or creating an ultrasound program as well as how to correct them. Attendees will walk away with the information they need to help turn around a failing ultrasound program and transform it into a powerful program that produces quality results.
Jeremy Drury – Vice President, IoT Diagnostics
Operations and maintenance personnel are continually burdened with increasing production demands and unplanned downtime while trying to compensate with non-measurable preventive maintenance or confusing remote monitoring plans that require them to be data scientists. This session will help simplify the adoption of the internet of things (IoT) by highlighting simple steps for quantitative-based, remote condition monitoring. Through several case studies, attendees will learn from the mistakes of others and be able to distinguish what to do from what not to do so they can save the time, resources and financial headaches often associated with IoT deployments.
Adrian Messer – Manager of U.S. Operations, UE Systems
The problem with most bearing relubrication practices is that they are time-based instead of condition-based. This means a bearing may be lubricated without taking into consideration whether it even needs grease. This presentation will explore a new approach to bearing lubrication with three simple ways to improve equipment reliability and reduce premature bearing failures. You will learn the concept of ultrasound-assisted lubrication, including how ultrasound works, the source of ultrasound for bearing inspections, and what you can expect to see and hear when using ultrasound for bearing relubrication. Case studies and audio examples of bearings being lubricated will also be provided.
Leonard Harrington – Channel Partner Manager, FLIR Systems
Condition monitoring is all about identifying problems before a failure occurs. Thermal imaging can be employed to help detect many issues before costly and dangerous situations arise. This presentation will explain how to use thermal imaging for more effective condition monitoring. Discover how thermal imaging can help you determine which repair action to take and when, as well as how to verify repairs, improve safety and save money on equipment costs. Case studies and real-world examples will also be presented showing how thermal imaging has been incorporated successfully into condition monitoring programs at a number of facilities.
Eric Krause – Technical Specialist, Pall Corp.
Fluid monitoring through laboratory samples and online monitoring can present many challenges. However, a new method of condition monitoring has been introduced that uses process sensors to report both filtration performance and fluid conditions. This presentation will explore how wireless networks can be used to allow sensors and devices within a facility to be accessible via web-based software, providing historical trending on all process variables and the development of predictive algorithms for filter life and fluid condition. Attendees will learn how planned maintenance schedules can be based on information received from the cloud and how mitigation strategies can be put in place to prevent system downtime.
Ron Kittle – Sales & Service Engineer, SPM Instrument
True condition monitoring of low-speed machines with traditional vibration analysis has not proven to be very effective. However, the most recent advancements in vibration analysis have shown promise in producing more meaningful results. This presentation will provide an easy-to-understand view of the latest technologies and measuring techniques for these applications. Through real-world case studies, attendees will see how early pre-warning times for bearing damage can be achieved as well as how to take control of their critical low-speed assets.
Mark Sullivan – Director of Education, Hydraulic Institute; William Livoti – Senior Engineer & Trainer, Hydraulic Institute
As maintenance budgets get tighter for many organizations, equipment reliability is becoming even more important. This session is intended to help those who utilize pump systems not only to operate their systems more efficiently but also to identify problem areas where the greatest opportunities for improvement exist. Find out how to screen any pump system for issues, examine the life-cycle costs, understand the data collection process, complete a full system analysis, and develop an action plan to enhance the system’s reliability and performance.
Jatin Mehta – Research Engineer, Fluitec International
The lubricants used in critical electro-hydraulic control (EHC) systems can last a long time, but maintaining them can be quite challenging. This presentation will explore the primary modes of lubricant degradation and how these challenges can be resolved with a fill-for-life maintenance strategy. Various case studies and laboratory test results will be shown to help attendees better understand the life cycle of a lubricant, including the impact of moisture on in-service fluids, as well as the different filtration and purification technologies that are available.
Martin Migliori – Fluid Systems Engineering Manager, Airline Hydraulics; Joe Lisowski – Applications Engineer, Airline Hydraulics
Hydraulics is not widely known or understood, even though many industrial operations need a hydraulic system to power their machinery. In order to choose the right system, they often rely on a supplier. But how can you tell if you are getting a quality unit that will last or buying a lemon? This session will go through the basics of hydraulic design to help you determine if your supplier is providing a reliable solution and following best practices. Attendees will learn how to compare quotes between vendors and ask the right questions so they can decide which supplier is best for them.
Russell Flagg – CBM Program Owner, Duke Energy
This case-study presentation will detail how Duke Energy was able to resolve the oil-related trips and varnish issues on the gas turbines at its Smith Energy Complex in Hamlet, North Carolina. Hear how varnish was mitigated successfully in several turbines using conventional oil and what the oil and system conditions are like now after seven years of operation. Program owner Russell Flagg will also share alternatives to sidestream filtration and synthetic oil as well as other new technologies that can help slow the formation of oxidation byproducts in oil.
Nnamdi Achebe – Lead Engineer & Country Manager, Petrosave Integrated Services
It’s been said that just 1 teaspoon of sand can wreck an engine. This statement only reinforces the fact that dirt is abrasive and that every effort must be made to keep in-service engine oil dirt-free. This case study will drive home the importance of contamination control and oil analysis in preventing needless wear. You will see the consequences of dirt ingression into an engine, the best oil sampling methods and the oil analysis tests that can reveal abnormal dirt levels.
Elaine Hepley – Data Analyst, Polaris Laboratories
Incredibly small, sticky particles form the film known as varnish. This plating not only affects thermal transfer and gums systems but also poses a threat when it remains suspended in oil. This session will detail the oil analysis tests that can identify varnish and help you lower the lifetime maintenance costs of your machinery. You will learn how to detect varnish in a system, the specialty tests that can evaluate an oil’s ability to protect a system from varnish and when to order follow-up testing.
Randy Clark – Technical Business Consultant, Polaris Laboratories
Air contamination is an often-overlooked root cause of excessive wear, premature oxidation, vibration and “spongy” hydraulic performance. It also is difficult to observe in the field until after damage has occurred. This presentation will outline how to identify and address the root cause of air contamination in various systems. Attendees will find out how to evaluate an oil’s resistance to foaming and air entrapment, how to discover ingression points by closely examining equipment, and which follow-up tests can be used to assess wear patterns.
David Swanson – Director of Technical Services, Polaris Laboratories
With water being the second-most destructive contaminant, addressing and preventing water contamination should be high on your list of concerns. Almost all operating environments have water in liquid or gaseous forms. Water can also take different forms in oil. This presentation will reveal how preventing water in oil is much easier and cheaper than removing it. Attendees will learn how to select the best oil analysis tests for detecting the various forms of water in oil based on the system type, use and operating environment.
Scott Howard – Training Director, Hy-Pro Filtration
Particles in circulating fluids are responsible for the majority of damage across all types of equipment. This widespread problem is especially dangerous because of the amount of destruction it can cause and its wide variety of sources. This presentation will reveal how basic oil analysis can determine if particle contamination is present in a system, but why special follow-up testing is often needed. Attendees will discover which tests can help identify where particles are damaging a system, how severe the problem is and the potential root cause of the particle contamination.
Brian Schmidt – Reliability Based Lubrication Manager, Chevron Lubricants
Equipment manufacturers continue to update and improve the performance of their machines, which often impacts the type of lubricant needed for each application. This session will explain how all lubricants are not the same and how you can satisfy the fundamental requirements when selecting a product to perform the necessary lubrication tasks. You will gain a better understanding of how to choose the right lubricant for every application, maximize the return on investment for your equipment, and reach the desired performance level for your machines.
Diane Closser – Technical Service, Chemours; David Kesterson – Lubrication/Mechanical Technician, Chemours
Would you spend ,000 to solve a million problem? Perfluoropolyether (PFPE) lubricants are often seen as the lubes of last resort because of their cost. However, this session will explain that when the right PFPE lubricant is specified for an application, lubricant-related failures can be eliminated or significantly reduced. Discover the benefits of PFPE lubricants along with their limitations, instructions for proper use, and the tremendous cost-saving opportunities of preventing catastrophic and functional bearing failures. Eventually, PFPE lubricants will be in your plant. Learn how to use them correctly and safeguard your team from common application mistakes.
Dan Holdmeyer – Industrial Sector Manager, Chevron
When choosing among the different lubricant brands and types, should you buy the best synthetic or semi-synthetic available? You may have heard that synthetics are better, but how do you decide which lubricant is best for your organization and not necessarily best for your supplier? This session will reveal which lubricant performance tests are used by equipment manufacturers to evaluate and recommend lubricants for their machinery. Discover which performance test data you should request from your lubricant supplier as well as which tests can help you determine the type of lubricant you need to meet your maintenance goals.
Wes Cash – Director of Technical Services, Noria Corporation
Engine oil has changed significantly over the past few years, and as such, industry standards are changing as well. In order to get the most out of your oil, you must ensure that it matches the requirements of the application as well as the environment. In this session, Noria’s Wes Cash will provide insight into what you should look for when selecting an engine oil along with the benefits that can be achieved by properly matching the optimum lubricant to your engine.
Jason Gerig – Business Development Manager, Chevron Lubricants
A successful lubricant supplier relationship will impact the profitability of your business. The challenge is doing the work upfront so you can build a relationship based on trust, transparency and accountability. This session will outline how to select a lubricant supplier to ensure you are getting the right partner and sharing the workload through a binding relationship based on driving results. You will receive practical tips for integrating a supplier into your team, developing accountability models and a mutual understanding of responsibilities, and establishing action plans when safe operating limits are exceeded.
Bennett Fitch – Senior Technical Consultant, Noria Corporation
Everyone knows that the most important role of a lubricant is to protect the machine from itself. Without it, friction and wear would destroy the machine in no time. While there are many ways for a lubricant to accomplish its job, none is more critical than the film thickness and strength. This presentation will explain what lubricant film strength and thickness are, and how they protect machines from friction and wear. Attendees will learn how a properly formulated lubricant with friction and wear-control additives can provide an adequate film strength for protecting a machine’s internal components from wear and degradation.
Nick Stolz – Reliability Based Lubrication Coordinator, Chevron Global Lubricants
Before selecting a lubricant, it is important to gather and understand all the necessary information about your equipment. You can’t always rely solely on the equipment manufacturer’s maintenance manual to specify the best lubricant for your unique application, operating conditions and business objectives. This presentation will discuss how to make the best, most informed decision when choosing a lubricant. Attendees will find out why business drivers and objectives are critical in identifying lubricant requirements, as well as how to collect and evaluate current oil analysis results, operating temperatures and pressures, the desired component life, equipment manufacturer recommendations, and industry best practices.
Alejandro Meza – Senior Technical Consultant, Noria Corporation
Over the past few years, there has been an increasing interest in the use of food-grade lubricants for machines operating in the pharmaceutical industry. While these lubricants can be beneficial, several other factors must be considered. This presentation will detail the requirements and criteria for selecting the right lubricants to ensure good manufacturing practices. Attendees will discover when an ISO 21469-certified lubricant may be preferred over a lubricant registered as H1 food grade, when to switch to sealed-for-life or non-lubricated components, and how to classify machines based on the application.