Advanced Bearing Root Cause Damage Analysis (ISO 15243:2017)

Upcoming Sessions

Classroom sessions
Online sessions

Course Introduction

Unplanned downtime caused by bearing failures can severely impact production schedules and overall profitability in industrial environments. The Advanced Bearing Root Cause Damage Analysis training course is designed for maintenance and reliability professionals who need more than basic troubleshooting skills. This advanced training equips participants with the expertise to accurately identify, diagnose, and determine the root causes of complex bearing failures in critical rotating machinery.

Based on the internationally recognized ISO 15243:2017 standard, the course provides a structured and consistent framework for identifying different bearing damage mechanisms. Participants will learn to classify damage using the ISO 15243 system, while understanding the multiple factors that contribute to bearing failure such as operational conditions, lubrication practices, contamination, and installation errors. Key topics include fatigue, wear, corrosion, electrical erosion, and handling damage.

Through a blend of theory, practical case studies, and visual examples, learners will develop strong analytical and critical thinking skills essential for effective root cause failure analysis. By the end of the course, participants will be able to implement targeted corrective and preventive actions that improve machine reliability, reduce unplanned downtime, optimize maintenance practices, and lower maintenance costs. This training supports a proactive reliability culture aligned with best practices in machinery lubrication and asset management.

Key benefits of this training include:

  • Improved machine reliability through accurate failure diagnosis
  • Reduced unplanned downtime and production interruptions
  • Optimized maintenance strategies including predictive maintenance
  • Lower maintenance costs from reduced bearing replacements
  • Enhanced asset lifespan and return on investment

Objectives

This course is designed to build advanced competency in bearing failure analysis and enable participants to make reliable, data-driven decisions. By the end of this training course, participants will be able to:

  • Expertly interpret and apply ISO 15243:2017 for consistent bearing damage classification.
  • Diagnose and differentiate complex bearing damage mechanisms, including fatigue, wear, corrosion, and electrical erosion.
  • Conduct comprehensive root cause failure analysis (RCA) on failed bearings using structured methodologies.
  • Utilize advanced inspection techniques and tools, including visual inspection, microscopy, and wear debris analysis.
  • Develop proactive and predictive maintenance strategies that reduce failure recurrence and enhance equipment reliability.
  • Contribute to improved lubrication practices, focusing on correct lubricant selection, contamination control, and proper lubrication methods.

Training Methodology

This COPEX training course uses proven adult learning techniques to ensure strong understanding, retention, and real-world application. Participants will engage with a balanced mix of theoretical concepts, practical case studies, and visual examples that reinforce key learning points. The course is structured to build confidence in diagnosing bearing failures and applying ISO 15243:2017 standards in real industrial scenarios.

Interactive learning is a key component of the course, with hands-on analysis of failure case studies and guided discussions that simulate real plant environments. Participants will be encouraged to think critically and apply structured root cause analysis methods to each scenario. This approach ensures learners not only understand the causes of bearing damage but also gain the skills needed to implement corrective actions that prevent recurrence.

Who Should Attend?

This advanced training course is designed for experienced professionals involved in maintaining and improving the reliability of rotating machinery. It is ideal for those who face complex bearing failures and need advanced analytical tools and techniques to resolve them.

The course is particularly suitable for:

  • Experienced maintenance and reliability engineers
  • Rotating equipment specialists and analysts
  • Condition monitoring professionals
  • Plant engineers and maintenance supervisors
  • Failure analysis professionals
  • Lubrication professionals

Course Outline

Day 1: Introduction to Bearing Damage and ISO 15243:2017 - Laying the Foundation

  • Bearing Types and Applications
  • Overview of Bearing Failure Statistics
  • Financial Impact of Bearing Failures (downtime, repair costs, safety implications)
  • Structure and Classification System of ISO 15243:2017
  • Why Root Cause Analysis is Critical

Day 2: Fatigue and Wear Mechanisms - Understanding Material Degradation

  • Surface-Origin and Subsurface-Origin Fatigue
  • Abrasive, Adhesive, and Fretting Wear
  • Micropitting and Spalling
  • Oil Analysis (wear debris analysis) and Visual Inspection
  • Connection to Lubrication

Day 3: Corrosion and Electrical Erosion - Chemical and Electrical Threats

  • Chemical Corrosion Causes and Prevention
  • False Brinelling and Fretting Corrosion
  • Preventive Measures, Including Proper Storage,
  • Transportation, and Operational Procedures
  • Current Passage and Electrostatic Discharge Effects
  • Mitigation Strategies (Proper Grounding, Insulation, and the
  • Use of Electrically Insulating Lubricants or Bearing Designs)
  • Detection and Monitoring Techniques

Day 4: Lubrication and Handling-Related Damage - The Human Factor and Lubricant's Role

  • Inadequate and Excessive Lubrication
  • Lubricant Contamination
  • Improper Mounting, Misalignment, and Overloading
  • Role of Vibration and Resonance
  • Vibration Analysis as a Tool for Detecting Bearing Damage and Identifying Potential Resonance Issues

Day 5: Root Cause Analysis and Reporting - Solving the Mystery and Preventing Recurrence

  • Step-by-Step RCA Methodology
  • Bearing Disassembly and Inspection
  • Documentation and Reporting of Findings
  • Recommendations for Mitigation and Reliability Improvement
  • Follow-up and Verification

Providers and Associations

Anderson
Aztech Training
Coventry

Certificate

  • Copex Certificate of Attendance will be provided to delegates who attend and complete the course

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

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Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

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