Fundamentals of Mechanical Maintenance


Who should attend?

  • This course aims to master the elements of language and understanding of mechanical systems, in terms of design, characterization and maintenance/repair. This will allow/contribute to the maintenance follow-up, but also to the optimized operation of the static and dynamic mechanical systems (rotating machinery).
Audience :
  • All professionals from the Oil & Gas industry who work in connection with equipment and mechanical systems (operation, maintenance) and who do not know/no longer know the fundamentals of design of these systems (or who wish to deepen their knowledge). Jobs mainly concerned: mechanicals, mechanical assistants, mechanical supervisors.

Level : Foundation

Course Content


      • Technical drawing agreement: 2D and isometric views, projections, section and cut-away views, perspectives, technical vocabulary.
      • Dimensioning of parts and mechanical systems, ISO tolerances and main adjustments.
      • Dimensional tolerances and clearance.
      • Geometric tolerances and surface condition characterization.
      • Presentation of the tools in a metrology shop, performances and rules of use.
      • Practical exercises:
      • Dimensioning and full geometric control of a pump shaft.
      • Understanding of a simple machine cut-away view.
      • Representation of a machine element in 2D projection and perspectives.

      • Materials used in the Oil & Gas industry: identification of the metals, alloys, plastics and composites, operating and maintenance rules.
      • Expansion and effects on the assemblies.
      • Manufacturing process of metallic parts, molding, forging.
      • Frequent screwed, bolted, welded and stuck constructions.
      • Characterization of threads and bores, petroleum thread pitch.
      • Removable power transmission: keys, gears, hinged connections (joint…), cone interface.
      • Non-removable power transmission: shrink fitting.
      • Bearings: characterization, types, identification, assembly rules.
      • Seals of static systems (between flanges) and dynamic systems (mechanical seals on bearing boxes), analysis and selection of the materials.
      • Pipe, valves and main line accessories: identification, operation and maintenance rules.
      • Practical exercises: selection, identification and assembly of the ball bearings in a simple process pump.

      • Tightening: importance of torque, order, techniques.
      • Alignment: understanding the operation, controlling the mating of piping.
      • Lubrication: properties and characterization of common oil and greases, lubricating systems.
      • Controlling the condition of parts at disassembly: corrosion, defaults, mating, wear, rupture.
      • Controlling the clearances at disassembly.
      • Practical exercise: mechanical completion of a pump on site (control and implementation).

      • Surface treatments and coatings.
      • Overlay welding and reconstitution.
      • Machining.
      • Casing repair with staples.
      • Expertise controlling: dye penetrant testing, metrology, ultrasonic, hardness testing.
      • Test and requalification: balancing, test, control of performances.

Learning Objectives

  • Upon completion of the course, participants will be able to:
  • know the basics of technical drawing, characterize a part, a mechanical assembly,
  • identify the different mechanical construction materials,
  • know the fundamentals of mechanical system design, the main assemblies (bearing assemblies),
  • know the main power transmission elements (gears, joints…), wisely use the metrology devices used in workshop,
  • describe the mechanical strength, chemical resistance and thermal resistance.

Ways & Means

  • Very interactive training given by highly experienced trainers.
  • Gradual mechanical approach, from the dimensioning of a simple mechanical part to the design basis of a dynamic system such as a rotating machine.