This course offers a comprehensive look at the tools and techniques driving the shift from reactive to proactive maintenance across all asset classes. Participants will gain practical knowledge on implementing and managing key Condition Monitoring (CM) technologies, including vibration analysis, infrared thermography, and oil analysis. The focus is on integrating these Predictive Maintenance (PdM) technologies into a unified strategy to anticipate failure, optimize maintenance scheduling, and maximize the P-F interval. Mastering these technologies is essential for modern maintenance professionals seeking to achieve world-class asset reliability.
Preventive and Predictive Maintenance Technologies
Maintenance and Engineering
October 25, 2025
Introduction
Objectives
Upon completion of this course, participants will be able to:
- Differentiate between Preventive Maintenance (PM) and Predictive Maintenance (PdM) strategies.
- Explain the fundamental principles and application of vibration analysis.
- Use infrared thermography to detect electrical and mechanical anomalies.
- Interpret oil analysis reports (wear, contamination, chemistry) for equipment health.
- Implement an ultrasonic inspection program for leak detection and bearing lubrication.
- Develop a comprehensive and optimized PdM route and scheduling process.
- Justify the ROI of PdM technology investment to management.
- Integrate CM data and alarms directly into the CMMS for work order generation.
Target Audience
- Maintenance Engineers and Technicians
- Condition Monitoring (CM) Technicians and Analysts
- Reliability Engineers
- Maintenance Supervisors and Planners
- CMMS Administrators focusing on PdM data integration
- Anyone responsible for asset health and continuous uptime
Methodology
- Practical hands-on use of vibration and thermal imaging equipment
- Workshop on interpreting combined oil analysis and vibration reports
- Case studies demonstrating successful failure prediction across various asset types
- Group activity designing an integrated PdM route for a sample facility
- Individual presentation justifying the ROI of a specific PdM technology.
Personal Impact
- Acquire highly marketable and specialized PdM technology skills.
- Become a key player in preventing unexpected equipment failure.
- Improve diagnostic speed and accuracy for complex problems.
- Gain the ability to make data-driven decisions about asset health.
- Elevate career path towards certified Condition Monitoring roles.
Organizational Impact
- Significantly reduce unplanned downtime and catastrophic failure rates.
- Extend the useful life of critical assets by maintaining optimal condition.
- Optimize spare parts inventory by better planning for replacements.
- Reduce the frequency of invasive, time-based preventive maintenance.
- Improve safety by identifying high-risk, failing components non-invasively.
- Increase asset performance and overall plant productivity.
Course Outline
Unit 1: PdM Strategy and Fundamentals
The Proactive Maintenance Shift- Defining the P-F Curve and the value of early detection.
- The role of PdM in an RCM-based strategy.
- Calculating the return on investment (ROI) for PdM programs.
- Integrating CM data into the maintenance work order flow.
- Analyzing the effectiveness of existing time-based PMs.
- Converting ineffective time-based tasks to condition-based monitoring.
- Techniques for PM task review and interval adjustment.
Unit 2: Vibration Analysis and Diagnostics
Vibration Theory and Measurement- Basic principles of machine vibration and its measurement.
- Selecting the appropriate sensors (accelerometers) and data collectors.
- Establishing baseline readings and alarm limits.
- Interpreting frequency spectra to diagnose unbalance, misalignment, and looseness.
- Identifying bearing and gearbox defect frequencies.
- Case studies of successful failure prediction using vibration data.
Unit 3: Infrared Thermography and Electrical Diagnostics
Thermography Principles- Fundamentals of heat transfer and infrared physics (emissivity, reflectivity).
- Safe and effective thermal imaging techniques for electrical and mechanical systems.
- Setting alarm temperatures and severity assessment.
- Diagnosing electrical faults (loose connections, imbalanced loads).
- Detecting mechanical issues (bearing friction, steam trap failure).
- Documentation standards for thermography reports.
Unit 4: Lubricant and Ultrasonic Analysis
Oil Analysis Program- Setting up an effective oil sampling and labeling program.
- Interpreting Wear Particle, Contamination, and Oil Chemistry reports.
- Establishing clean oil standards (ISO Cleanliness Codes) and filtration strategies.
- Application of airborne and structure-borne ultrasound.
- Using ultrasound for leak detection (compressed air, gas, vacuum).
- Ultrasonic condition monitoring of bearing lubrication and health.
Unit 5: PdM Program Management
Route Development and Scheduling- Designing efficient and comprehensive PdM data collection routes.
- Training and certifying PdM technicians for data quality.
- Managing the workload and data reporting for all technologies.
- Linking CM data points to assets and functional locations.
- Setting up automated work order triggers from PdM alarms.
- Archiving and retrieving historical CM data for trend analysis.
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