What can you expect to learn in ECS 1 : Assembly and Installation?

Upon completion of this course students will understand the procedures needed for effective installation and operation of rotating equipment. Topics include; correction of common assembly errors, typical machinery case and associated pipe strain distortion problems, steps to obtain precise, documented and known “cold” machinery alignment, balance retention and how to improve asset balance

quality, and review a “performance” report that states

as found and as left conditions with the use of dynamic

measurement tools to extend asset reliability. Attendees

will have a better appreciation of how bearing and

lubrication failures degrade machine life. Participants

gain the knowledge of how correct procedures and

processes must be in place to reach reliable

manufacturing goals. Attendees will use these

procedures and processes as part of an ASD/RCA

processes for developing equipment care strategies

and determining true failure root causes. Students will return to the plant with the ability to review current practices and suggest improvements for the use of precision tools, machine assembly / installation procedures and practices.

We start by introducing attendees to the various maintenance philosophies and where each is correct. Next, is an understanding of how technicians can use overall and bearing specific vibration instrumentation to discover and prove machinery improvements. Attention is paid to coupling assemblies and their purpose, rolling element bearing types and their applications, belt drives, and precise alignment principles. Torque requirements and procedures, common assembly errors and the difference between reliability and run-ability are also discussed. A special section on measuring tools, lubrication techniques and doing the job  right the first time are provided. Technicians use  hands-on, live and dynamic demonstrators with exercises to reinforce correct principles and practice new techniques. Attendees will find the seminar informative, loaded with practical tips, and finish with a renewed sense
of readiness and a fresh approach to
maintenance activities. This crucial
foundation course assists technicians
to develop correct assessment, measurement,
troubleshooting and precise reliability
improvement habits. This initial module
develops techniques and corrections for
“facility common” errors that may constitute
as much as 70% of facility failures.


Subjects (included but not limited to):



  • Report out  of previous class assignments


Vibration as a Tool

  • Term familiarity

  • Understanding alarm & precise levels

  • Determining what parts are failing


Fitting Housing and Shaft

  • Determine proper shaft and bearing fit.

  • Problems with Housings and Shafts

  • Error Prevention

  • Precision Measurement Tools

Assembly Errors

  • Proper fitting of keys

  • Coupling types and common problems

  • Set screw techniques, nicks and burrs

  • Correct torquing & heating practices

Practical Lubrication

  • Greasing Techniques and tools to measure

  • Correct re-lube amounts & intervals


Precision Belt Alignment Aligning

  • Four Faces

  • Axial position

  • Adjustable Sheaves

  • Understanding Sheave Eccentricity

  • Achieving Correct Tension


Understanding Precision Shaft Alignment

  • Pre-alignment Checklist

  • Alignment Tips, Precautions & Tolerances

  • Plotting the relative shaft position

  • Practical removal of "soft foot".

  • Knowing the “best” move each time. 

  • Introduction to Thermal Growth


Understanding Bearings

  • Don't destroy the evidence

  • Brinnelling, Apex Zone, Fretting, Spalling, Fatigue, L10 Life, Radial Internal Clearance.

  • Bearing Failure Sources and Failure Stages

  • Introduction to: Conrad, Max Capacity, Self Aligning, Angular Contact, Spherical, Cylindrical, Needle, Pillow block and Journal Bearings

  • Seals, shields & using bearing heaters Tracking of misalignment in bearings



  • What is it? … Static/Couple/Dynamic

  • Tolerances & retention depends on you!

Common Machinery Errors

  • Motors, Fans, Pumps, Gearboxes and others



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. 




4 1/2 days of formal training 



Monday September 13, 2021 at 8:00 AM EST


Friday September 17, 2020 at 12:00 PM EST




  University of Tennessee, Knoxville Campus
  Knoxville, TN  


***Food/Drinks provided during breaks and lunch each day of training...

Driving Directions




















Nearby Hotels


   Hilton Knoxville                                                 501 West Church Ave.                                     Knoxville, TN 37902                                         Hotel Registration Information


  Crowne Plaza Hotel Knoxville

  401 West Summit HIll Drive

  Knoxville, TN 37902                                          Hotel Registration Information


  Holiday Inn Knoxville Downtown

  Worlds Fair Park

  Knoxville, TN 37902                            

  Hotel Registration Information


Other Hotels Available:

  Clarion Inn Knoxville

  Red Rood Inn Knoxville

  Four Points Knoxville

  Holiday Inn Express

  Days Inn Knoxville North

  Knoxville Marriott



University of Tennessee

Kim Kallstrom


Reliability Solutions

Terry Southall



Essential Craft Skills 1 :

Assembly and Installation

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