ICTD International Centre for Training and Development

Metallurgical Failure Analysis & Prevention

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About the course

This course presents a systematic approach to fault diagnosis and failure prevention in a broad range of machinery used in the process, manufacturing, power generation, and mining industries. The key routes to preventive maintenance are demonstrated through both overview and the study of examples in metallurgical failure analysis, vibration analysis, and a sequential approach to machinery troubleshooting and problem solving.

Equipment failure events will be reviewed and participants are encouraged to bring relevant assembly drawings to the course or such components as failed bearings, gears, mechanical seals, and similar machine elements for failure analysis discussion

Course Objectives

Upon completion of this course, participants will gain an understanding of structured, results-oriented, root cause failure analysis methods for all types of machine components and entire machinery systems. Participants will also learn how parts fail, why they fail in a given mode, and how to prevent failures. Participants will gain a thorough understanding of making the best possible use of available failure statistics and how these can be used in a conscientiously applied comprehensive program of specifying, purchasing, installing, commissioning, and operating machinery.

Course Outline

Failure Analysis and Troubleshooting

  • Causes of Machinery Failure
  • Contributing Factors Often Overlooked

Metallurgical Failure Analysis Methodology

  • Failure Analysis of Bolted Joints
  • Shaft Failures and Their Origins
  • Ductile vs. Brittle Failures and Stress Raisers
  • Redesign Opportunities

Machinery Component Analysis and Reliability Improvement

  • Wear Failures
  • Couplings, Bearings and Gear Failure Analysis
  • Mechanical Seals and O-Ring Failures – Selection Strategies
  • Machinery Lubrication Management (Economics & Optimization)

Vendor Selection and Reliability Review Methods

  • Why Reliability Reviews are Justified
  • Centrifugal Pump Selection Examples
  • Compressor Reliability Review Examples

Machinery Troubleshooting

  • The Matrix Approach to Machinery Troubleshooting (for pumps, compressors, fans, turbines, and others)
  • Examples from Litigation Cases

Vibration Analysis - A Management Overview

  • Specific Machinery Problems
  • Monitoring and Analysis Methods
  • Future Outlook

Structured Problem Solving Sequence

  • Situation Analysis
  • Cause Analysis
  • Action Generation
  • Decision Making
  • Root Cause Failure Analysis (RCFA) Principles I
  • Root Cause Failure Analysis (RCFA) Principles II ## Course Methodology

A variety of methodologies will be used during the course that includes:

  • (30%) Based on Case Studies
  • (30%) Techniques
  • (30%) Role Play
  • (10%) Concepts
  • Pre-test and Post-test
  • Variety of Learning Methods
  • Lectures
  • Case Studies and Self Questionaires
  • Group Work
  • Discussion
  • Presentation

Who should attend

Maintenance and machinery engineers, supervisors, and technicians involved in machinery operation and troubleshooting. Also, personnel from all process industries (refining, petrochemical, chemical, mining, pharmaceutical, fertilizer, food processing, and utilities).

Course reviews

Downloadable files