Public Events > ERMS Series | RMIC Certification > Essential Craft Skills – Bearings and Lubrication

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University of Tennessee

Kim Kallstrom

[email protected]

Reliability Solutions

Tim Dunton

[email protected]


Nov 6, 2023 @ 8:00 am

-to-Nov 10, 2023 @ 4:30 pm


5  days of formal training


University of Tennessee, Knoxville Campus
 Conference Center Building, Factory Lab
600 Henley Street, Knoxville, TN 37996

Nearby Lodging

Hilton Knoxville
501 West Church Ave.
Knoxville, TN 37902
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Crowne Plaza Hotel Knoxville
401 West Summit HIll Drive
Knoxville, TN 37902
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Holiday Inn Knoxville Downtown
Worlds Fair Park
Knoxville, TN 37902
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Other Hotels Available:

  •  Clarion Inn Knoxville
  •  Red Roof Inn Knoxville
  •  Four Points Knoxville
  •  Holiday Inn Express
  •  Days Inn Knoxville North
  •  Knoxville Marriott

Target Participants

ERMS has been carefully designed for anyone who has a role in reliability including:

  • Production and Maintenance leaders, supervisors, engineers, and lead hands
  • Reliability leaders, managers and engineers


Building on the foundation laid in the machine assembly and installation training, this course dives into the nuanced skill of identifying and controlling component failure. We've found that many machinery problems experienced on a daily basis are unrelated to issues of precise alignment or balance. This calls for a craft-centric, analytical approach towards understanding these problems and their potential solutions. This session aims to enrich craftsmen with a holistic understanding of how machinery components like bearings, lubrication systems, couplings, and seals operate, fail, and can be maintained. Through a blend of theoretical knowledge and hands-on exercises, attendees are prepared to tackle real-world challenges in their work environments.


  1. Component Identification and Control: Begin with a comprehensive understanding of how to disassemble failed machines, systematically document symptoms of failures, and use this information to pinpoint the root causes.
  2. Deep Dive into Bearings: Acquire practical knowledge on different bearing applications, familiarize oneself with identification methods, master removal/installation techniques, and interpret fit charts effectively.
  3. Essentials of Lubrication: Delve into lubrication best practices, from understanding the selection criteria, properties, and types of lubricants, to mastering housing and delivery systems. Special attention will be given to lubrication practices for smaller plant machines, which form the bulk of asset bases in most establishments.
  4. Power Transmission Mastery: Grasp the foundational concepts surrounding the selection, installation, inspection, and lubrication of commonly used couplings in the industry.
  5. Introduction to Shaft Sealing Systems: Equip oneself with knowledge about various shaft sealing systems, enabling better recognition of, and the ability to field-correct, typical failure modes.

Processes Covered

Subjects …included but were not limited to:

Improvement by Precision

  • Review results of Precision Maintenance
  • How has our responsibility changed
  • The role of the technician in determining machinery failures

Machinery Inspection Techniques

  •  Visual, Audible, Tactile
  •  Quantifying inspections
  •  Vibration & Temperature

Determining Failure Through Inspection

  • Don’t destroy the evidence
  • Failure terms, causes and symptoms
  • Bearing, coupling, and sealing system failures

Rolling Element Bearings

  • Dismounting & mounting techniques
  • Installation and Removal Tools
  • Un-mounted bearing precision installation
  • Oil Injection Systems
  • Precision Installation of mounted bearings
  • Checking and setting clearances


  • Fundamentals and selection criteria
  • Purpose of lubricants, Lubricant films
  • Properties & application of lubricants
  • Contamination, prevention & control
  •  Practical field analysis & troubleshooting
  • Lubricant maintenance

Power Transmission Devices

  • Comparing coupling types
  • Correct selection criteria
  • Precision coupling inspection & installation
  • Lubricating couplings

Shaft Sealing Systems

  • Introduction to sealing methodology
  • Packing types, installation & adjustment
  • Mechanical seal types
  • Seal flush/cooling systems

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