Mechanical Fundamentals and Troubleshooting

Available in both virtual and in-person, instructor-led formats, this 2-day Mechanical Fundamentals & Troubleshooting seminar will provide the student a new perspective on troubleshooting mechanical drives and rotating equipment to prevent costly downtime.

Description

Regardless of the precautions you’ve taken and preventive maintenance practices you’ve implemented, sometimes things just go wrong and you need it fixed now. But in order to fix it you must know how to isolate and define the problem, and that’s what this course is all about – teaching you how to quickly and accurately troubleshoot mechanical drives and rotating equipment. Rather than teaching about "equipment specific" situations we’ll take a more novel approach: troubleshooting based on the common components that make up a piece of specified equipment, regardless of its function, design or manufacturer. You will learn about basic mechanical applications, failures, life expectancy and maintenance of shafts, bearings, couplings, chains, sprockets, bushings, gears, belts, sheaves and other mechanical components. You’ll learn what data to measure, track and trend, so that when equipment fails you can get quick answers to what is wrong. Most importantly you will learn how to find and fix the real problems with your equipment, and not just the symptoms. No matter what type of equipment you may confront on the job, after attending this seminar you will have the tools & skills to properly troubleshoot just about any problem you may encounter.

Course Outline

Day One - Discussion Topics

Day One focuses on understanding machine components and failure mechanisms.  This day is a critical building block for the second day of the seminar.

Introduction

  • Overview of Rotating Equipment
  • What is Common to All Types of Equipment?

The Maintenance Educational Component (MEC)

  • Definition
  • Application
  • Understanding How Equipment Works

Bearings

  • Anti-Friction
  • Plain

Measurement of Critical Components

  • What to Measure
  • How to Measure
  • Watching for Trends

Shafting

  • Types of Shafts
  • Uses and Applications
  • Repair and Maintenance

Housing

  • Types of Housing
  • Re-machining and Repairs

Lubrication

  • Importance of Lubrication
  • Types of Lubrication
  • What Needs to be Lubricated
  • How & When to Lubricate

Shaft Couplings

  • Component Overview
  • Errors of Omission
  • Maintenance

V-Belts

  • Uses for Equipment
  • Failure Modes

Chain Drives

  • Component Overview
  • “Pitching” a Solution

Positive Drive Belts

  • Reducing Tension Headaches

Gears and Gearing

  • Removing the Mystery
  • Repair and Maintenance

Day Two - Discussion Topics

Day 2 emphasizes troubleshooting faults and applying corrective action.

Vibration Analysis

  • Simple Measurement Practices
  • Using Data for Troubleshooting

Fast Fault Finding

  • Vibration as Your Tool

Acoustical Troubleshooting

  • Using Sound as a Tool
  • What to Listen for

Infra-red Inspection

  • Methods & Devices
  • When to Use it
  • What Your Readings Mean

Oil Analysis

  • Hidden Problems Revealed
  • Analyzing Your Oil
  • Corrective Action

Motors

  • Using the Nameplate for Information
  • Sizing the Motor to the Job

Megger Testing

Troubleshooting Trees

  • Types and Uses
  • How They Work

Basic Troubleshooting

  • Best Practices
  • Minimum Changes to get Maximum Results

Pumps, Blowers and Fans

  • The Most Common Problems
  • Looking for the Obvious
  • Noise and Capacity Changes

Other Rotating Equipment

Review

  • What Applies to Your Job
  • What Will You Do when You Return to Your Job?

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