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E-591 - Fundamentals of Mechanical Maintenance

E-591 - Fundamentals of Mechanical Maintenance

5 days
This course is not scheduled.
Who should attend?


    • 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.


  • Foundation
  • 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).
Learning Objectives
  • Upon completion of the course, participants will be able to:
  • know the basics of technical drawing (language, 2D and 3D views, cut-away views, exploded views),
  • characterize a part, a mechanical assembly in terms of manufacturing process, dimensional and geometric tolerances, clearance, surface condition…,
  • identify the different mechanical construction materials,
  • know the fundamentals of mechanical system design,
  • know the main assemblies such as bearing assemblies,
  • know the main power transmission elements (gears, joints…),
  • wisely use the metrology devices used in workshop (use, performances, calibration),
  • describe the mechanical strength, chemical resistance and thermal resistance.
Course Content


2 days

  • 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.


1 day

  • 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.


1 day

  • Order and method.
  • 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).


1 day

  • 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.
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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.