The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
Update on ISO Standards in Condition Monitoring and Vibration
Simon Mills BSc(Eng) CMarEng CEng MIMarEST
Director of Training Services, AV Technology Ltd
Avtech House, Arkle Avenue, Handforth, Cheshire, SK9 3RW
Telephone: +44 (0) 161 486 3737
Telefax: +44 (0) 161 486 3747
E-mail:
[email protected]Abstract
This paper presents a further update and overview of the progress in International Standards in
Vibration and Condition Monitoring. In particular it highlights the proposed revisions to ISO
18436-2 Vibration Analysis (VA) Qualification & Assessment(1). The BINDT third-party
implementation of which has already had the additional syllabus detail for the four categories of
Vibration Analyst sub-topic examples added. Also included is the latest status of revisions and
renumbering to the International Standards on balancing.
1. Introduction
The author has reported previously on the development of International Standards in the field of
condition monitoring and the progress of training, qualification and accreditation of personnel in
condition monitoring (2) (3) (4). This paper presents a further update on the current status of
International Standards in the field of vibration and condition monitoring, and in particular
developments in the re-issue and renumbering of International Standards in balancing, and in the
Vibration Analyst Qualification & Assessment scheme.
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
2.
ISO Vibration and Condition Monitoring Standards
2.1
Overview of ISO Technical Committee 108
ISO Technical Committee (TC) 108 Mechanical Vibration & Shock, was originally established
in 1963 and its original scope included terminology, balancing, isolation & damping, methods
of testing, measurement & calibration.
Using existing national standards from countries including the UK, USA and Germany, this led
to the development of international vibration measurement guidelines such as ISO 2372(5).
These were later superseded by International Standards ISO 10816(6) and ISO 7919(7) series of
standards. ISO TC 108 has issued over 197 standards since its establishment in 1963.
ISO TC 108 is now called: "Mechanical vibration, shock and condition monitoring",
and its' scope(8) was extended to include condition monitoring:
"Standardization in the fields of mechanical vibration and shock and the effects of vibration and
shock on humans, machines, vehicles (air, sea, land and rail) and stationary structures, and of
the condition monitoring of machines and structures, using multidisciplinary approaches."
2.2
ISO Vibration Standards
Since ISO Technical Committee 108 was set up in 1963 it has published 185 vibration and shock
related International Standards, of which 157 are current. Many of these standards are required
references for the 4 Categories in the Vibration Analysis Qualification and Assessment standard
ISO 18436-2.
An overview of a selection of the areas of ISO International Standards relating to Vibration is
shown in Figure 1 below:
Vibration Vocabulary
Vibration CM &
Diagnostics
Machine Vibration
Vibration
of Ships
Vibration
Instrumentation
Balancing
Vibration CM &
Diagnostics Training
Isolation
Figure 1 Overview of relevant Vibration Standards
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
An updated selection of International Standards useful for vibration analysts is shown in Figure
2 below.
Vibration Vocabulary
ISO 2041
Mech vib, shock & condition
monitoring - Vocabulary
(TC108)
ISO 1925
Mech vib - Balancing
- Vocabulary (TC108 WG31)
Vibration CM &
Diagnostics
ISO 13373-1
Vib CM - Part 1: General
procedures (TC108 SC2)
Vibration of
Machines
Vibration
Instrumentation
Balancing
ISO 10816
ISO 1940-1
ISO 2954
Mech vib - Evaluation of m/c vib by
measurements on non-rotating parts
(TC108 SC2)
Mech vib - Bal quality req for rotors
in a const (rigid) state - Pt 1: Spec &
verific. of bal tolerances (TC108 )
Mech vib of rotating and recip m/c Req for instruments for measuring
vibration severity (TC108 SC3)
Casing Vibration ISO Parts
ISO 10816-1 General guidelines
ISO 10816-2 Land-based steam
turbines & generators > 50 MW
ISO 10816-3 Industrial machines
with nominal power >15kW
ISO 10816-4 Industrial GT sets
ISO 10816-5 Hydraulic m/c
ISO 10816-6 Recip m/c >100kW
ISO 10816-7 Rotodynamic pumps
for industrial applications
ISO/DIS 10816-8 Reciprocating
compressor systems
ISO/CD 10816-21 Onshore wind
turbines with gearbox
ISO 10814
ISO 5347 series
Mech vib - Susceptibility &
sensitivity of machines to unbalance
(TC108)
Methods for the calibration of
vibration and shock pick-ups
(TC108 SC3)
ISO 11342
ISO 16063 series
Mech vib - Methods & criteria for the
mech balancing of flexible rotors
(TC108)
Methods for the calibration of
vibration and shock transducers
(TC108 SC3)
ISO 5348
ISO 14694
Industrial fans - Spec for balance
quality & vibration levels (TC117)
ISO 13373-2
ISO 8528-9
ISO 19499
Vib CM - Part 2: Processing analysis
& presentation of vibration data
(TC108 SC2)
Recip internal combustion engine
driven AC gen sets - Pt 9:
Meas & eval of mech vib (TC70)
Mech vib - Balancing - Guidance on
the use & application of bal.
standards (TC108)
ISO 14695
ISO 21940-14 (ISO 1940-2)
Mech vib - Rotor balancing - Pt 14:
Proc. for assessing balance errors
(TC108)
ISO/WD 13373-3
Vib CM - Part 3: Basic techniques
for diagnostics (TC108 SC2)
Vibration
of Ships
ISO 6954
Mech vib & shock - Guidelines for
the meas, reporting & evaluation of
vib in merchant ships (TC108 SC2)
ISO 20283-2
Mech vib - Meas of vib on ships - Pt
2: Meas of structural vib on ships
(TC108 SC2)
Industrial fans - Method of
measurement of fan vibration
(TC117)
ISO 7919-1
Mech vib of non-reciprocating m/c's
- Meas's on rotating shafts and
evaluation criteria (TC108)
Shaft Vibration ISO Parts
ISO 7919-1 General guidelines
ISO 7919-2 Large steam turbine
ISO 7919-3 Coupled Industrial m/c
ISO 7919-4 Industrial GT sets
ISO 7919-5 Hydraulic m/c
(TC108 SC2)
Vibration Training
ISO 20283-3 Mech vib - Meas of
ISO 18436-2
vib on ships - Pt 3: Pre-installation
vib meas of shipboard equipment
(TC108 SC2)
Req. for training & cert. of
personnel - Part 2 - Vib CM and
diagnostics (TC108 SC2/SC5)
ISO 20283-4 Mech vib - Meas of
vib on ships - Pt 4: Meas & eval of
vib of the ship propulsion machinery
(TC108 SC2)
Abbreviations Key:
AC = alternating current
cert = certification
equip = equipment
info = information
mech = mechanical
pres = presentation
req = requirements
tech = technical
ISO 21940-13 (ISO 20806)
Mech vib - Rotor bal - Pt 13: Criteria
& safeguards for the in-situ bal of
medium & large rotors (TC108)
ISO 18431
Mech vib and shock - Signal
processing
Signal Processing Parts
ISO 18431-1 General introduction
ISO 18431-2 Time domain windows
for Fourier Transform analysis
ISO 18431-4 Shock response
spectrum analysis
(TC108)
Isolation
ISO 21940-21 (ISO 2953)
Mech vib - Rotor balancing - Pt 21:
Description & evaluation of
balancing machines (TC108)
ISO 2017-1 Mech vib & shock Resilient mtg sys - Pt 1: Tech info to
be exchanged for the app of isol sys
(TC108)
ISO 21940-23 (ISO 7475)
Mech vib - Rotor bal - Pt 23: Bal m/c
- Enclosures & other prot. meas'rs
for the meas'g st'n (TC108)
ISO 2017-2 Mech vib & shock Resilient mtg sys - Pt 1: Tech info to
be exchanged for the app of vib isol
sys assoc. with railways (TC108)
ISO 21940-32 (ISO 8821)
Mech vib - Rotor balancing - Pt 32:
Shaft & fitment key convention
(TC108)
ISO 18437 Mech vib & shock --
ISO Committee Stage Abbreviations:
PWI = Preliminary Work Item AWI = Approved Work Item
CD = Committee Draft
DIS = Draft Int. Standard
app = application
CM = condition monitoring
eval = evaluation
isol = isolation
mtg = mounting
proc. = processing
recip = reciprocating
trg = training
Mech vib and shock - Mechanical
mounting of accelerometers
(TC108 SC3)
assoc = associated
comm = communications
gen = generating
m/c = machine
perm = permissible
prot = protective
spec = specification
vib = vibration
Characterization of the dynamic
mech properties of visco-elastic
materials - Pts 1 to 5 (TC108)
WD = Working Draft
FDIS = Final Draft Int. Standard
bal = balancing
diag = diagnostics
GT = gas turbine
meas = measurement
pers = personnel
pt = part
sys = systems
Figure 2 Examples of Relevant Vibration International Standards
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
2.3
ISO Balancing Standards
A program of revising and renumbering the balancing standards has been underway since 2010
to bring them under the overall group number of ISO 21940, each as separate parts.
The current status (April 2013) is shown in the table below:
New ISO Number
Title
Status
Will become
ISO 21940-1:
Mechanical vibration -- Rotor balancing -- Part 1: Introduction
Current
ISO 19499:2007
Will become
ISO 21940-2:
Mechanical vibration -- Rotor balancing -- Part 2: Vocabulary
Current
ISO 1925:1990
Will become
ISO 21940-11:
Mechanical vibration -- Rotor balancing -- Part 11: Procedures
and tolerances for rotors with rigid behaviour
Current
ISO 1940-1:2003
Will become
ISO 21940-12:
Mechanical vibration -- Rotor balancing -- Part 12: Procedures
and tolerances for rotors with flexible behaviour
Current
ISO 11342:1998
ISO 21940-13:2012
Mechanical vibration -- Rotor balancing -- Part 13: Criteria and
safeguards for the in-situ balancing of medium and large rotors
Superseded
ISO 20806:2009
ISO 21940-14:2012
Mechanical vibration -- Rotor balancing -- Part 14: Procedures
for assessing balance errors
Superseded
ISO 1940-2:1997
ISO 21940-21:2012
Mechanical vibration -- Rotor balancing -- Part 21: Description
and evaluation of balancing machines
Superseded
ISO 2953:1999
Withdrawn
ISO/DIS 21940-22:
Mechanical vibration -- Rotor balancing -- Part 22: Symbols
for balancing machines and associated instrumentation
Withdrawn
ISO 3719:1994
ISO 21940-23:2012
Mechanical vibration -- Rotor balancing -- Part 23: Balancing
machines -- Enclosures and other protective measures for the
measuring station
Superseded
ISO 7475:2002
ISO/DIS 21940-31:
Mechanical vibration -- Rotor balancing -- Part 31:
Susceptibility and sensitivity of machines to unbalance
Superseded
ISO 10814:1996
ISO 21940-32:2012
Mechanical vibration -- Rotor balancing -- Part 32: Shaft and
fitment key convention
Superseded
ISO 8821:1989
Figure 3 Status of Balancing Standards
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
2.4
ISO Condition Monitoring Standards
During the early 1990s development of the technology of Condition Monitoring, and other
techniques such as Vibration Monitoring, Thermal Imaging and Tribology led to the
establishment of a new sub-committee (SC) under TC108.
This became TC108 SC5 Condition monitoring and diagnostics of machines.
TC108 SC5 has now issued 18 International Standards relating to Condition Monitoring and
Diagnostics since 2000, including the CM overview document, ISO 17359, Condition
monitoring and diagnostics of machines General guidelines(9) which was re-issued as a muchexpanded second edition in 2011.
In 2012, in order to clarify the scope of CM as being wider than just machines, the subcommittee title was changed to:
TC108 SC5 Condition monitoring and diagnostics of machine systems.
An overview of the current ISO CM standards subject areas is shown in Figure 3, with more
detail shown in Figure 4.
Condition Monitoring
Overview Standards
Condition Monitoring
Technique Standards
Application Specific
Standards
Condition Monitoring,
Diagnostics &
Prognostic Standards
Condition Monitoring
Data Management
Standards
Requirements for
CM Certification Bodies
Condition Monitoring
Training Standards
Figure 3 Condition monitoring standards subject area overview
ISO(10) and BSI(11) maintain detailed information of current publication status on their respective
websites.
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
A block diagram of the International Standards in condition monitoring currently issued or under
development is shown in Figure 4 below.
Overview
ISO 17359:2011
Condition monitoring & diagnostics
of machines - General guidelines
ISO 13372
Condition monitoring & diagnostics
of machines - Vocabulary
CM & diagnostics
Techniques
ISO 13373-1
ISO 18436-2
ISO 13379-1
CM & diag of m/c - Req for qual &
assessment of personnel
Part 2: Vib CM and diagnostics
CM & diag. of m/c - Data
interpretation and diag. techniques
- Part 1: General guidelines
ISO 13373-2
ISO/CD 13379-2
CM & diag. of m/c - Vib CM Part 2: Processing, analysis and
presentation of vib data (TC108 SC2)
CM & diag. of m/c - Data
interpretation and diag. techniques
- Part 2: Data-driven applications
PWI 14830-1
CM & diag. of m/c - Lubrication &
tribology
PWI 14830-2
CM & diagnostics of machines Lubricant sampling
Requirements for
Certification Bodies
ISO 18436-1
Req. for qual & ass. of personnel Part 1: Requirements for cert.
bodies & the certification process
Diagnostics &
Prognostics
CM & diag. of m/c - Vib CM - Part
1: General procedures
(TC108 SC2)
ISO 2041
Mechanical vibration, shock &
condition monitoring - Vocabulary
(TC108)
CM & diagnostics
Training
ISO 18434-1
CM & diag. of m/c - Thermography
- Part 1: General Procedures
ISO 18436-4
CM & diag. of m/c - Req for qual &
assessment of personnel
Part 4: Field lubricant analysis
ISO 13381-1
CM & diag. of m/c - Prognostics Part 1: General guidelines
ISO 18436-5
ISO/WD 13373-3
CM & diag. of m/c - Req for qual &
ass. of pers. - Part 5: Lubricant
laboratory technician/analyst
CM & diag. of m/c - Vib CM Part 3: Diagnostic techniques
(TC108 SC2 & SC5)
ISO 18436-7
CM & diag. of m/c - Req for qual &
assessment of personnel - Part 7:
Thermography
Data Management
ISO 18436-3
ISO/FDIS 20958-1
ISO 13374-1
Req. for qual. & ass. of personnel
Part 3: Requirements for training
bodies & the training process
CM & diag. of m/c - Electric
signature analysis - Part 1: Threephase induction motors
CM & diag. of m/c - Data proc.
communications & presentation
Part 1: General guidelines
Application Specific
ISO 22096
CM & diagnostics of machines Acoustic emission
ISO 19860
ISO 29821-1
Gas turbine trend monitoring
(TC192)
CM & diag. of m/c - Ultrasound
- Part 1: General guidelines
ISO 18436-6
ISO 13374-2
CM & diag. of m/c - Req for qual. &
assessment of personnel - Part 6:
Acoustic emission
CM & diag. of m/c - Data proc.
communications & presentation
Part 2: Data processing
ISO 18436-8
ISO 13374-3
CM & diag. of m/c - Req for qual &
assessment of personnel - Part 8:
Ultrasound
CM & diag. of m/c - Data proc.
communications & presentation
Part 3: Communication
ISO 16587
NP 13374-4
Mech. vib. & shock - Performance
parameters for CM of structures
(TC108)
CM & diag. of m/c - Data proc.
communications & presentation
Part 4: Data presentation
ISO Document Stage Abbreviations:
WD = Working Draft
Abbreviations Key:
comm = communications
int = international
pres = presentation
req = requirements
PWI = Preliminary Work Item
CD = Committee Draft
AWI = Approved Work Item
DIS = Draft Int. Standard
NP = New Project
FDIS = Final Draft Int. Standard
ass = assessment
diag = diagnostics
meas = measurement
proc. = processing
recip = reciprocating
cert = certification
eval = evaluation
mech = mechanical
pt = part
spec = specification
CM = condition monitoring
m/c = machine
pers = personnel
qual = qualification
vib = vibration
Figure 4 Current status of ISO condition monitoring standards
From the diagram above, the third column (CM & Diagnostics Training) shows that six
standards in the ISO 18436(12) series qualification and assessment standards, corresponding to
various CM techniques, have been issued or are in the course of preparation.
Progress also continues on developing corresponding additional training and qualification
standards in the ISO 18436 series.
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
3.
3.1
Qualification and Assessment
BINDT CM Certification
In the UK, BINDT has a well-established third-party certification scheme and runs examinations
for the various categories of CM practitioners. BINDT manages certification in compliance with
the appropriate parts of ISO 18436 for condition monitoring personnel in the following areas:
- Vibration Analysis
- Wear and Debris Analysis
- Infrared Thermography
- Acoustic Emission
- Ultrasonics
- Marine CM (in progress)
BINDT formally accredits Approved Training Organizations (ATO), and approves qualified
trainers. BINDT also manages the complete examination process. BINDT examinations are
formally invigilated sessions using sealed papers. The BINDT scheme also requires successfully
completion of a training examination before sitting a BINDT examination.
BINDT audits and manages Authorised Qualifying Bodies (AQBs) and Approved Examination
Centres (AEC) to conduct PCN examinations anywhere in the world. BINDT carries out audits
of training organisations to ensure that they meet the exacting requirements of the training and
qualification process. This requires compliance with training materials and examination
processes and procedures. BINDT maintain a list of their Approved Training Organisations(13)
(ATOs) on the BINDT website.
BINDT is itself accredited by the United Kingdom Accreditation Service (UKAS)(14) for
personnel and quality systems certification activities, and is regularly audited by UKAS.
BINDT regularly audits all its ATOs. All such approved training organizations operate to
auditable quality systems such as ISO 9001.
The BINDT accreditation process is also available outside the UK. BINDT has schemes or
reciprocal recognition with several other countries and training organisations. These include
training establishments in other ISO member countries including the US Vibration Institute(15).
The syllabus for vibration practitioner is shown in Tables 2 & 3. An up-to-date copy of BINDT
CM GEN App D is available from the BINDT website(16). A current list of the International
Standards required for the various levels of the vibration certification is shown in Table 4.
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
3.2
Compliance with ISO 18436
There are now many organisations worldwide which claim compliance with ISO 18436
qualification and assessment. It should be noted that these are not all third-party schemes and
may be second-party or even first party conformance. Definitions for these terms are included
below:
first-party conformity assessment activity
conformity assessment activity that is performed by the person or organization that provides the
object
second-party conformity assessment activity
conformity assessment activity that is performed by a person or organization that has a user
interest in the object
third-party conformity assessment activity
conformity assessment activity that is performed by a person or body that is independent of the
person or organization that provides the object, and of user interests in that object
certification process
all activities by which a certification body establishes that a person fulfils specified competence
requirements, including application, evaluation, decision on certification, surveillance and
recertification, use of certificates and logos/marks
(Ref: ISO/IEC 17000(17) & ISO/IEC 17024(18))
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
4.
VA Syllabus Reference Materials
BINDT has commissioned a series of Condition Monitoring Handbooks to support the CM
accreditation schemes. The first of which were the Infrared Thermography Handbooks Volume
1(19) & 2(20) approved references in support of the ISO 18436-6 syllabus.
In 2010 BINDT issued the Vibration Monitoring and Analysis Handbook(21), an approved
reference for the ISO 18436-2 syllabus. It supports the VA training & certification available
through BINDT.
Further initiatives to support the Training process for Condition Monitoring include the
publication by ISO in 2010 of a compilation CD collection of over 200 ISO standards on
mechanical vibration, shock and condition monitoring. (22)
Vibration has 4 categories (Levels) specified and a summary of the ISO 18436-2 syllabus is
shown in Table 2. A more detailed training syllabus has been issued by BINDT in their vibration
analyst training and certification scheme management document CM GEN Appendix D(23). This
expanded annex including details of the knowledge required for each syllabus sub-topic. This is
attached in the Annexes at Table 3.
A list of standards currently required by the Vibration Qualification and Assessment scheme is
also attached in the Annexes at Table 4.
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
5. Conclusions
Qualification and assessment in the field of Condition Monitoring (CM) is now well established,
and the demand for third-party independently accredited assessment is increasing.
Progress continues in standardisation of Condition Monitoring and Diagnostics of Machines and
provides uniformity to processes, techniques and implementation. These International Standards
also ensure uniformity of personnel capabilities and qualification globally.
These qualification and certification initiatives have an international market, and have already
contributed to standardising condition monitoring and diagnostics processes and procedures.
They are having a positive impact throughout the asset management life cycle.
They ensure that certified CM practitioners utilise standard references, techniques and
procedures, whether they are specifying limits at the design stage, carrying out installation and
acceptance testing, or routine monitoring.
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
References and Footnotes
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
ISO 18436-2:2003, Condition monitoring and diagnostics of machines Requirements for
training and certification of personnel Part 2: Vibration condition monitoring and
diagnostics
Training and qualification in condition monitoring, S R W Mills, COMADIT 2010
Conference Proceedings
Update on ISO Standards in Condition Monitoring, S R W Mills, COMADIT 2011
Conference Proceedings
Update on ISO Standards in Condition Monitoring and Vibration, S R W Mills,
COMADIT 2012 Conference Proceedings
ISO 2372:1974, Mechanical vibration of machines with operating speeds from 10 to 200
rev/s Basis for specifying evaluation standards, (Withdrawn 1998), http://www.iso.org
ISO 10816-1:1995, Mechanical vibration Evaluation of machine vibration by
measurements on non-rotating parts Part 1: General guidelines, http://www.iso.org
ISO 7919-1:1986 superseded by ISO 7919-1:1996, Mechanical vibration of nonreciprocating machines Measurements on rotating shafts and evaluation criteria Part 1:
General guidelines, http://www.iso.org
ISO Technical Committee 108 Scope,
http://www.iso.org/iso/standards_development/technical_committees.htm
ISO 17359:2011, Condition monitoring and diagnostics of machines General guidelines
http://www.iso.org
ISO International Organization for Standardization, http://www.iso.org
BSI British Standards Institution, http://www.bsigroup.com
ISO 18436 series, Qualification and assessment standards, http://www.iso.org
BINDT Accredited Trainers,
http://www.bindt.org/Education_&_Training/BINDT_Accredited_Trainers
UKAS United Kingdom Accreditation Service, http://www.ukas.com
Vibration Institute, Certified Vibration Analysts, http://www.vibinst.org
British Institute of Non-destructive Testing. http://www.bindt.org
ISO/IEC 17000:2004, Conformity assessment Vocabulary and general principles
ISO/IEC 17024:2003, Conformity assessment General requirements for bodies operating
certification of persons
Infrared Thermography Handbook Volume 1. Principles and Practice, N Walker,
BINDT, ISBN 0 903 132 338
Infrared Thermography Handbook Volume 2. Applications, A Nowicki,
BINDT, ISBN 0 903 132 32X
Vibration Monitoring and Analysis Handbook, Simon R W Mills,
BINDT, ISBN 978 0 903132 39 7
CD collection of ISO standards on mechanical vibration, shock and condition monitoring,
http://www.iso.org/iso/pressrelease.htm?refid=Ref1322
CM Gen Appendix D Specific requirements for qualification and certification of
condition monitoring and diagnostic personnel for vibration analysis, http://www.bindt.org
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
Annex A ISO 18436-2 Syllabus
Annex A.1 Syllabus Topics Overview
Ref: ISO 18436-2(1)
A summary of the topics covered by the VA practitioner syllabus is shown in Table 1 below:
Table 1 Vibration Condition Monitoring Syllabus Overview
Ref
Subject
Category 1
hrs
Category 2
hrs
Category 3
hrs
Category 4
hrs
Principles of vibration
Data acquisition
Signal processing
Condition monitoring
Fault analysis
Corrective action
16
Equipment knowledge
Acceptance testing
Equipment testing and diagnostics
10
Reference standards
11
Reporting and documentation
12
Fault severity determination
13
Rotor/bearing dynamics
14
Total hours for each category
32
38
40
64
Note: Proposals are being considered to modify the total hours in ISO 18436-2 for Cat I to 30
hours, and Cat II, III & IV to 40 hours each.
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
Annex A.2 ISO 18436-2 Detailed Syllabus
Already included in the BINDT CM Gen App D(23)
Table 2 Training Syllabus Sub-topics by Category
Subject
Ref:
Syllabus topic
Principles of vibration
1.01
Category
I
II
III
Basic motion
1.02
Period, frequency
1.03
Amplitude (peak, peak-topeak, r.m.s.)
1.04
Category I sub-topics
Category II sub-topics
Category III sub-topics
Recognise vibration,
simple harmonic motion,
spring-mass system
Understand superposition of
sinusoidal vibrations; single
degree of freedom.
Understand damped free
vibration; self-excited, steady
state and transient vibration;
Multiple degrees of freedom
Recognise the following
features of a vibration
signal: time axis, period,
frequency. Use of Hz or
c.p.m.
Understand relationship of
period to frequency, beat
frequency
Understand requirements for
selecting appropriate time
period and frequency. Be
aware of octave band
analysis
Recognise the following
features of a vibration
signal: amplitude, peak,
peak-to-peak, r.m.s
Understand the relationship
between peak, peak-to-peak,
r.m.s
Understand reasons for using
peak, peak-to-peak or r.m.s.
Parameters (displacement,
velocity, acceleration)
Recognise the following
parameters:
Displacement, velocity
and acceleration
Understand the application
displacement, velocity or
acceleration
Understand the factors
behind choosing
displacement, velocity or
acceleration
1.05
Units, unit conversions
Recognise that units
conversion is possible
Understand conversion of
units and integration
Be aware of integration,
differentiation, effect on
frequency distribution
1.06
Time and frequency
domains
Be aware of time and
frequency domain.
Be aware of enveloping,
bandpass filters; Modulation;
crest factor;
Be aware of orbit analysis,
Lissajous figures, windowing
1.07
Vectors, modulation
IV
Understand vector definition,
modulation
Category IV sub-topics
Acquisition for modal
techniques
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
Subject
Ref:
Syllabus topic
1.08
Phase
1.09
Natural frequency,
resonance, critical speeds
1.10
Force, response, damping,
stiffness
1.11
Instabilities, non-linear
systems
Data acquisition
2.01
Instrumentation
2.02
Dynamic range, signal-tonoise ratio
2.03
Transducers
Category
I
II
III
IV
Category I sub-topics
Be aware resonance
exists, and its effect on
vibration, recognise the
terms: frequency,
stiffness, mass
Category II sub-topics
Category III sub-topics
Category IV sub-topics
Units; phase reference
position;
Phase detection methods
Cross-channel; coherence
Fundamental natural mode;
single degree of freedom.
Recognise factors including:
frequency, stiffness, mass,
damping, isolation.
Critical speeds, two degrees
of freedom, dynamic vibration
absorber
Q Factor, multiple degrees of
freedom systems, be aware of
modal techniques and
operational deflection shapes
Mobility, Compliance
Mobility Plot, stiffness,
impedance, accelerance
Non-elastic mounting systems
Recognising single
channel hand-held routebased and on-line
measurement and
monitoring systems
Recognise displacement,
velocity and acceleration
transducers. Be aware of
powered and nonpowered types
Dual channel on and off-line
acquisition, monitoring and
analysis systems
Be familiar with proximity
probes, velocity transducers,
accelerometers, including
those with in-built integration,
Be aware of requirements for
transducer frequency
ranges; runout
compensation, need for
calibration
Multi-channel on and off-line
acquisition, monitoring and
analysis systems including
phase
Multi-channel including modal
analysis and troubleshooting
Be aware of requirements for
dynamic range and signalnoise ratio. Auto-ranging,
Integration and system errors
Techniques for improving
resolution and accuracy.
Noise reduction and postprocessing
Understand transducer
selection requirements,
including machine expected
fault frequency, Understand
typical runout compensation
methods for proximity probes.
Understand and be able to
set calibration requirements
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Subject
Category
Ref:
Syllabus topic
II
III
2.04
Sensor mounting,
mounted natural
frequency
2.05
Fmax, acquisition time
2.06
Proximity sensor
conventions
2.07
Category I sub-topics
Category II sub-topics
Category III sub-topics
Recognise broad effects
of mounting on the
frequency response E.g.
stud, magnet or probe
Understand accelerometer
mounting methods and
effects on frequency
response; be familiar with a
range of mounting methods.
Be aware of transducer
sensitive axis, tribo-electric
effects
Understand ISO
measurement guidelines;
axial thrust bearing
measurement requirements;
mounting response and
resonance; adhesive curing
times;
Understand Fmax, zoom
function; Simple resolution
calculations; relationship of
Fmax to acquisition time
Understand basic aspects of
FFT processing, samples,
sampling rate, aliasing
Recognise aspects such as:
Gap voltage, orthogonal
radial fitment, runout
Field calibration checks;
proximity probes; axial thrust
bearing measurement, runout
compensation
Triggering
Be aware of use of phase
detection: E.g. eddy-current
probes, photocells, tracking
filters
Understand synchronous
time averaging and triggering.
Be aware of use with
dynamic balancing
2.08
Test planning
Be able to plan and schedule
VM
Managing CM programs
Creating specialised test
procedures
2.09
Test procedures
Be able to set up VM data
collection system, E.g. select
machines and measurement
points, create appropriate
acquisition and alarm
settings, carry out and
supervise measurement and
basic reporting, and carry out
calibration procedures
Manage VM programs, set up
calibration procedures.
Advanced CM reporting.
Troubleshooting
Creating test and calibration
procedures, Standards
development
IV
Follow pre-set data
acquisition procedures for
on-line or route-based
systems. Recognise
measurement points for
common machine types.
Recognise some poor
data and alarm conditions.
Be aware calibration is a
requirement
Category IV sub-topics
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Subject
Category
Ref:
Syllabus topic
II
III
IV
Category I sub-topics
Category II sub-topics
Category III sub-topics
Be aware of the common
units and basic range of data
presentation formats e.g.
trending, spectra, waterfall,
time trace, phase
Understand range of data
presentation formats e.g.
trending, spectra, waterfall,
time trace, phase, Bode,
Nyquist, Campbell etc
Mounting error; cable faults,
tribo-electric, bias voltage
and settling time
Processing related errors,
incorrect Fmax, sampling time,
integration etc
Category IV sub-topics
2.10
Data formats
2.11
Computer database
upload/download
2.12
Recognition of poor data
Signal processing
3.01
R.m.s./peak detection
Understand r.m.s and peak
detection features and
benefits
3.02
Analog/digital conversion
Understand requirements of
analog to digital conversion.
Be aware of key stages in
acquisition
3.03
Analog sampling, digital
sampling
3.04
FFT computation
Be aware of basic
functions of host and data
collector
Recognise simple fault
conditions such as: Skiramp, no signal, cable
fault
Be aware of basic function of
analogue to digital
conversion, block diagram
Understand FFT process;
minimum multiples of
frequency interest;
synchronous sampling/key
phasor; sampling rates
Understand requirements of
analog sampling and digital
sampling. Be aware of key
stages in acquisition
Be aware of FFT process
block diagram. E.g.
transducer, signal
conditioning, anti-alias,
analog-digital, windowing
Understand FFT process
block diagram. E.g.
transducer, filtering, signal
conditioning, anti-alias,
analog-digital, windowing,
cepstrum
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Subject
Category
Ref:
Syllabus topic
II
III
3.05
FFT application
3.06
Time windows (uniform,
hanning, flat-top)
3.07
Filters (Low pass, high
pass, band pass, tracking)
3.08
Anti-aliasing
3.09
Bandwidth, resolution
IV
Category I sub-topics
Category II sub-topics
Be aware of the term FFT
and recognise the
following basic FFT
terminology: E.g. Number
of lines, Fmax and time to
sample
Matching FFT requirements
to range of common fault
profiles. Understand the
requirements for number of
lines (bins), Fmax sampling
time, sampling rate. Basic
understanding of other
factors such as: anti-aliasing,
windowing and averaging
Category III sub-topics
Category IV sub-topics
Be aware of Hanning window
profile and its effect on
sampling E.g. reducing
leakage, effect on amplitude
and frequency
Be aware of other window
functions: uniform, Hamming,
flat-top. and their effect on
sampling E.g. reducing
leakage, effect on amplitude
and frequency
Be aware of basic types of
vibration filters; low pass;
high pass; band pass
Recognise the following filter
types; low pass; high pass;
band pass. Be aware of passband & stop-band and
tracking filters
Be aware of other filter types:
E.g. Bessel, Butterworth,
Chebyshev, Gaussian,
Elliptic. Be aware of basic
filter design parameters E.g.
Filter poles and response
Be aware of requirement for
Anti-aliasing filter
Understand requirements for
aliasing and anti-aliasing
filters and common methods
Be aware of instrumentation
ant-aliasing design
requirements
Bandwidth of bandpass filter;
FFT resolution; signal
duration; lines of resolution;
analyser sample time; FFT
collection time;
Understand frequency
resolution; distortion; average
mobility magnitude;
calculations; frequency
resolution;
noise and random vibration;
response function
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Ref:
Syllabus topic
3.10
Category
I
II
III
Noise reduction
3.11
Averaging (Linear,
synchronous time,
exponential)
3.12
Dynamic range
3.13
Signal-to-noise ratio
3.14
Spectral maps
Condition monitoring
4.01
Computer data base setup, computer database
maintenance
4.02
Equipment evaluation and
prioritisation
4.03
Monitoring programme
design
IV
Category I sub-topics
Category II sub-topics
Category III sub-topics
Be aware of basic filtering
and averaging methods used
to reduce noise
Understanding requirements
for noise reduction. Analogue
and digital filtering
Be aware of FFT frequency
averaging
Understand linear frequency
and synchronous time
domain averaging;
Overlapping averaging
Exponential frequency domain
averaging;
Be aware of the term
dynamic range
Understand need for dynamic
range.
Digital dynamic range
calculations
Be aware of methods for
testing and establishing
signal-to-noise ratio
Category IV sub-topics
Waterfall plots, recognising
speed related and resonance
frequencies
Cascade plots, Campbell
diagrams, spectrogram
Procedures for setting
measurement parameters
locations and frequency.
Database maintenance
Be able to review sites and
establish equipment VM
requirements
Be able to set up a VM
program using ISO 17359
and ISO 13373
Be familiar with applicable
CM & VM Standards
including ISO 17359 and ISO
13373, and to be able to
carry out Failure Mode and
Effect Analysis to establish
program requirements.
Be familiar with all applicable
CM & VM Standards, be able
to set up and carry out Failure
Mode and Effect Analysis to
establish program
requirements
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Subject
Category
Ref:
Syllabus topic
II
III
IV
Category I sub-topics
Category II sub-topics
4.04
Alarms set-up
(Narrowband, envelope)
4.05
Baseline assessments,
trending
Measuring baselines E.g. to
ISO 10816, ISO 7919, ISO
14694, ISO 8528-9 or other
requirements
Be able to set baseline
requirements using all
appropriate ISO Standards
4.06
Route planning
Be able to set up VM Routes
Be able to optimising VM and
CM Routes
4.07
Alternative technologies
(E.g. oil analysis, infrared
thermography, motor
current analysis and
acoustic emission)
4.08
Fault condition
recognition
Fault analysis
5.01
Spectrum analysis
harmonics and sidebands
Recognising basic pre-set
fault conditions: E.g.
unbalance, looseness,
misalignment, bearing
noise and damage
Category IV sub-topics
Be able to specify vibration
severity using appropriate
ISO Standards and to set and
apply frequency band and
envelope alarms
Category III sub-topics
Be aware of IRT; AE; UT, LM
(tribology and wear debris
analysis); motor current;
Be aware of performance
monitoring; causes of bearing
wear
Be familiar with FFT
harmonics, sidebands,
modulation and noise, octave
bands
Understand cepstrum
analysis, octave band
analysis
Recognising more advanced
range of fault conditions: E.g.
unbalance, looseness,
misalignment, bearing noise
and damage, gear mesh
faults, rotor bar and stator
faults, drive belt faults,
resonances etc.
Understand FFT harmonics,
sidebands, and noise. Be
aware of enveloping
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Ref:
Syllabus topic
5.02
Category
I
II
III
IV
Time waveform analysis
5.03
Phase analysis
5.04
Category I sub-topics
Category II sub-topics
Category III sub-topics
Category IV sub-topics
Be aware of requirements for
time waveform sampling
duration for different
applications.
Be aware of requirements for
time waveform sampling
duration for different
applications.
Be able to use phase to
confirm misalignment,
static/couple unbalace, Bode
and Nyquist Plots
Phase analysis of structural
components, modal analysis
and operational deflection
shapes (ODS). System and
structural response
Transient analysis
Coast down and run down
time and phase plots, E.g.
Bode plots
Understand swept frequency
methods, time and phase run
down analysis
5.05
Orbit analysis
Be aware of basic orbit
analysis
Be familiar with orbit analysis,
shaft resonance, Nyquist
plots, oil whirl etc.
5.06
Shaft centre-line analysis
Orbit analysis to establish
run-out
Orbit analysis, shaft
resonance, Nyquist plot, runout and run-out compensation
5.07
Enveloping
De-modulation (enveloping)
process
De-modulation (enveloping)
requirements
5.08
Mass unbalance
Understand static, couple
and dynamic unbalance;
residual unbalance, initial
unbalance
Be aware of sensitivity and
susceptibility to unbalance;
balance errors, sources of
unbalance
5.09
Misalignment
Be aware of alignment
tolerances, recognise
misalignment in FFT and
time trace
Understand sources of
misalignment and methods of
detection using FFT and time
trace. Understanding
requirements and tolerances
for alignment
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Category
Ref:
Syllabus topic
II
III
5.10
Mechanical looseness
5.11
Rubs, instabilities
5.12
Bearing defects (Rolling
element, journal)
5.13
Electric motor defects
5.14
Flow induced vibration,
aerodynamics and liquids
5.15
Gearbox analysis
5.16
Resonance and critical
speeds
IV
Category I sub-topics
Category II sub-topics
Category III sub-topics
Recognise looseness in FFT
and time trace
Understanding sources of
misalignment and looseness
and methods of detection
using FFT and time trace
Understanding sources and
effect of rubs and methods of
detection using spectra and
time waveform
Category IV sub-topics
Recognising process
instabilities
Rolling element bearing
defects, noise, impacts,
damage, BPFO, BPFI, BSF,
FTF. Recognise the term: oil
whirl. Recognise patterns of
bearing defects in FFT and
time traces
Journal bearing rub and subsynchronous vibrations.
Understand dynamics of oil
whirl, and methods of
avoiding/reducing effect of oil
whirl.
AC induction motor poles
and line frequency; stator
and rotor bar frequency
analysis
Variable speed drives, pulse
width modulation. AC
induction and synchronous
motor drives
Thermal effects, DC motor
drives
Recognising and
understanding cavitation,
recognise rotating stall
Understanding rotating stall,
pulsation
Recognising gear mesh
frequency and sidebands in
FFT and modulation in time
trace. Application of
demodulation (enveloping)
Time domain averaging;
sidebands and gear mesh
frequency; Understanding
enveloping
Resonance; critical speed in
rigid rotors; single degree of
freedom
Resonance; critical speed in
two plane rotors; two degrees
of freedom
Resonance; critical speed in
flexible rotors; multi degrees
of freedom
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Category
Ref:
Syllabus topic
II
III
IV
5.17
Turbomachinery
5.18
General fault recognition
Corrective action
6.01
Shaft alignment
6.02
Field balancing
6.03
Replacement of machine
parts
6.04
Flow control
Category I sub-topics
Category II sub-topics
Category III sub-topics
Category IV sub-topics
Understanding oil whirl, rubs,
misalignment, process
influence
Oil whip, hogging, sagging,
intermittent rubs
Recognise fault
frequencies for pre-set
FFT and simple time
waveforms for unbalance,
looseness, misalignment,
bearing noise & damage.
Also recognise the terms:
resonance & phase
Be aware of shaft alignment,
tolerances
Understand shaft alignment
tolerances E.g. Relationship
of turbine rotor speed to
tolerances
Understand single-plane
balancing of rigid rotors with
and without phase. Be able
to use balance quality and
permissible residual
unbalance. Be aware of test
mass estimation.
Understand two-plane
balancing of rigid rotors with
phase. Be aware of static,
couple and dynamic
unbalance. Offset balancing.
Balance errors.
Be aware of requirements for
flexible rotor balancing, phase
and modal techniques. Be
aware of range of ISO
balancing standards.
Be aware of requirements for
replacement parts and factors
such as balance and
alignment tolerances
Understanding relationship of
flow and pressure to avoid
fluid cavitation
Be aware of influence of
pipework or ductwork in fluid
and aerodynamic flow
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
Subject
Ref:
Syllabus topic
6.05
Category
I
II
III
IV
Isolation and damping
6.06
Resonance control
6.07
Basic maintenance action
Equipment knowledge
7.01
Electric motors,
generators and drives
Category I sub-topics
Category II sub-topics
Category III sub-topics
Category IV sub-topics
Be aware of requirements for
specifying isolators
Understand requirements and
calculations for specifying
isolators
Be aware of methods of
reducing/eliminating
resonance: E.g. mass
change, stiffness change,
frequency change
Be aware of principles of
dynamic vibration absorbers,
application of damping and
isolation
Be aware of simple
maintenance actions to
rectify/reduce faults E.g.
lubrication, alignment
Be aware of range of
responses to fault conditions.
E.g. Part replacement,
lubrication, single plane
balancing, alignment,
resonance control
Be aware of range of
methods to correct faults E.g.
Replacement of parts,
balancing, alignment,
resonance control. E.g.
recommending structural
modifications etc.
Recognise AC induction
motor, and basic faults,
e.g. bearing noise and
damage, balance,
looseness and
misalignment
Application of key ISO
Standards E.g. ISO10816-1
and Part 3 to AC induction
motors and generators. Be
aware of torque pulse,
rotor/stator frequencies,
variable speed drive
harmonics, slip frequency
calculations.
Be familiar with common
types of AC and DC motor
construction; Wind turbine
generator construction and
components. Be familiar with
applicable ISO Standards.
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Subject
Category
Ref:
Syllabus topic
II
III
7.02
Pumps, fans
7.03
Steam turbines, gas
turbines
7.04
Compressors
7.05
Reciprocating machinery
7.06
Rolling mills, paper
IV
Category I sub-topics
Category II sub-topics
Category III sub-topics
Recognise basic pump
and fan combinations, and
basic faults, e.g. bearing
noise and damage,
balance, looseness and
misalignment
Application of key ISO
Standards E.g. ISO 10816-8
for pumps and ISO 14694 for
fans. leaks, cavitation, subsynchronous frequencies;
eccentric impellers; Pump
flow conditions;
Pump seals. Basic fan
construction / installation /
operation; Recognise rotating
stall, Wind turbine rotor
construction and
components. Be familiar with
applicable ISO Standards.
E.g. ISO, VDI and API
Application of key ISO
Standards E.g. ISO 10816
and ISO 7919 vibration
standards, basic fault set:
balance, looseness,
misalignment, oil whirl, rubs
Proximity probe set-up &
calibration, Alarm level
triggers (steam/gas turbines),
stiffness and thermal
dissymmetry. Affect of
condenser vacuum, hogging,
sagging, oil whirl, oil whip,
rubs. Be familiar with
applicable Standards. E.g.
ISO and API
Application of key ISO
Standards E.g. ISO 10816
and ISO 7919 vibration
standards. Rotating
compressor components,
fault frequencies E.g.
pumping frequency and rotor
harmonics
Rotating and reciprocating
compressor design and fault
frequencies. Influence of
process conditions. Be
familiar with applicable
Standards. E.g. ISO and API
Application of key ISO
Standards E.g. ISO 18016-6
and ISO 8528-9 examples
Reciprocating piston motion,
primary and secondary
balancing components. E.g.
ISO and VDI
Be aware of components,
faults, access
Pulp refining machinery
measurements;
Recognise examples of
centrifugal and screw
compressors
Recognise examples of
these machines
Category IV sub-topics
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Category
Ref:
Syllabus topic
machines, other process
equipment
II
III
7.07
Machine tools
7.08
Structures, piping
7.09
Gearboxes
7.10
IV
Category I sub-topics
Category II sub-topics
Category III sub-topics
Recognise examples of
these machines
Application of key ISO
Standards E.g. ISO 10816-3
vibration standards, use of
velocity & displacement
Acoustic emissions; torque
controlled machining;
Recognise the term:
resonance
Resonances, natural
frequencies
Vibration and fatigue of piping
Recognise basic
examples of simple
gearboxes
Pinion gear mesh and shaft
speed calculations; effect of
gear misalignment and
backlash. Application of
displacement, velocity and
acceleration and enveloping
Complex gearbox
configurations and structures,
planetary gears, multiple
reduction gearboxes. Use of
acceleration time and
frequency and cepstrum and
demodulation (enveloping)
Rolling element bearings
Bearing defect frequencies,
noise and impacts, crest
factor
De-modulation, enveloping,
kurtosis
7.11
Journal bearings
Proximity probe, runout;
Seismic velocity transducer,
accelerometer integration,
velomitor; transducer
frequency ranges;
Be familiar with oil whirl, Oil
whip, effect of lubrication flow
and pressure. Runout
compensation methods
7.12
Gearing
Pinion gear mesh and shaft
speed calculations
Be familiar with a range of
gear profiles and design. E.g.
pinion, helical, double helical,
bevel, epicyclic (planetary),
etc
Category IV sub-topics
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
Subject
Category
Ref:
Syllabus topic
7.13
Couplings, belts
Acceptance testing
8.01
Test procedure
8.02
Specifications and
standards
Be aware of applicable ISO
standards and apply
evaluation zones;
Understand range of required
ISO standards and set and
interpret evaluation zones; Be
able to create test procedures
8.03
Reporting
Prepare acceptance test
reports
Manage acceptance test
procedures.
Equipment testing and
diagnostics
9.01
Impact testing
Be able to carry out impact
(hammer) test without phase
Be able to carry out modal
hammer impact testing with
phase response
Understand with and without
phase impact testing
methods. Be able to establish
modal response
9.02
Forced response testing
Be aware of mobility and
compliance
Excitation (shaker) testing,
establishing mobility,
compliance and accelerance,
establishing transmissibility
Excitation (shaker) testing,
coherence, transmissibility,
transfer functions
9.03
Transient analysis
Be able to carry out coast
down and run down time and
phase plots
Be able to set up and carry
out coast down and run down
time and phase plots
9.04
Transfer functions
II
III
IV
Category I sub-topics
Be able to apply basic preset methods, and be
aware of access and
safety requirements
Category II sub-topics
Category III sub-topics
Belt rotational frequency
calculations, belt
misalignment
Drive belt resonances, effect
of drive belt tension, toothed
belt
Category IV sub-topics
Apply test procedures
Transfer Function, input
output compressor loop
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Category
Ref:
Syllabus topic
II
III
9.05
Damping evaluation
Damping evaluation, isolation
response testing
9.06
Cross channel phase,
coherence
Cross channel phase,
coherence
9.07
Operating deflection
shapes
9.08
Modal analysis
Understand range of methods
of modal analysis,
establishing structural
response
9.09
Torsional vibration
Be aware of ISO torsional
vibration standard
10
Reference standards
10.01
ISO
Understand ISO Standards
shown in Annex B Table 2
for Cat 1 and Cat 2
Be aware of ISO Standards
shown in Annex B Table 2 for
Cat 3
Be aware of ISO Standards
shown in Annex B Table 2 for
Cat 4
10.02
IEC
Be aware of IEC Standards
referenced in ISO 17359
Be aware of IEC Standards
referenced in ISO 17359
Be aware of IEC Standards
referenced in ISO 17359
10.03
Relevant national
standards
As required. E.g. API, VDI
etc.
As required. E.g. API, VDI
etc.
As required. E.g. API, VDI etc.
11
Reporting and
documentation
11.01
Condition monitoring
reports
Be able to create vibration
condition monitoring reports.
Feedback to history
Manage and supervise
vibration condition monitoring
reports and requirements
IV
Category I sub-topics
Category II sub-topics
Category III sub-topics
Be aware of use of operating
deflection shapes (ODS)
Category IV sub-topics
Understand modal analysis,
structural response, operating
deflection shapes (ODS)
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Category
Ref:
Syllabus topic
II
III
IV
11.02
Vibration diagnostic
reports
12
Fault severity
determination
12.01
Spectrum analysis
12.02
Time waveform analysis,
orbit analysis
12.03
Levels: Overall,
narrowband, component
12.04
Severity charts; graphs,
formulae
Category II sub-topics
Category III sub-topics
Category IV sub-topics
Review routine VM tours,
rounds or readings, evaluate
trends, spectra, time trace
and produce advisory report.
Feedback actions to history
Manage vibration diagnostic
and prognostic reporting. To
carry out root cause analysis
(RCA) failure investigations
and prepare formal reports.
Be able to carry out advanced
vibration troubleshooting and
prepare formal reports and
formats. To act as expert
witness in all areas of VA
Rotor/stator bar defects;
gear mesh and sideband
frequencies;
Bode plots; rotor/stator bar
defects; gear mesh and
sideband frequencies;
Rotating aerodynamic stall;
sum and difference
frequencies;
Be familiar with time
waveform analysis.
Understand crest factor. Be
able to recognise basic orbit
fault patterns E.g. Unbalance,
looseness, misalignment, oil
whirl and rubs
Understand more advanced
orbit analysis E.g. Unbalance,
looseness, misalignment, oil
whirl and whip, resonance
detection, critical speeds and
phase response, rubs
including Newkirk rub, thermal
effects
Category I sub-topics
Be able to apply overall,
narrowband or component
alert levels
Understand requirements for
overall, narrowband or
component alert levels. Be
able to source, set and apply
alerts, alarms and trips
Apply levels from ISO 10816,
ISO 7919, ISO 8528-9, ISO
14694 etc.
Be familiar with relevant ISO
Standard severity charts. Be
able to carry out simple
statistical review of alarms
Be familiar with all relevant
ISO Standard severity charts
and machine VM standards.
Be able to review system and
alarms, carry out advanced
statistical review methods
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Subject
Category
Ref:
Syllabus topic
II
III
IV
Category I sub-topics
Category II sub-topics
Category III sub-topics
Category IV sub-topics
13
Rotor/bearing
dynamics
13.01
Rotor characteristics
Be familiar with design and
characteristics of steam and
gas turbine rotors. Be aware
of structural response, failure
modes and effects, fault
frequencies, performance,
effect of lubricants etc.
13.02
Bearing characteristics
Be familiar with design and
characteristics of rolling
element bearings, journal
bearings and magnetic
bearing. Be aware of failure
modes and effects, geometry
and fault frequencies,
statistical life, performance,
lubricants etc.
13.03
Rotor balancing
Be aware of methods and
requirements for rigid and
flexible rotor balancing, with
and without phase, modal
techniques. Be familiar with
the range of ISO balancing
standards.
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The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
Annex A.3 Standards Relevant to Vibration Analyst Accreditation
Ref: ISO 18436-2(1)
Table 3 Standards Relevant to Vibration Analyst Accreditation
ISO Reference
Cat
I
ISO 1925, Mechanical vibration - Balancing - Vocabulary
ISO 1940-1, Mechanical vibration Balance quality requirements for rotors
in a constant (rigid) state Part 1: Specification and verification of balance
tolerances
Cat
II
Cat
III
Cat
IV
ISO 1940-2, Mechanical vibration - Balance quality requirements of rigid
rotors - Part 2: Balance errors
ISO 2017-1, Mechanical vibration and shock - Resilient mounting systems Part 1: Technical information to be exchanged for the application of
isolation systems
ISO 2041:2009, Mechanical vibration, shock and condition monitoring
Vocabulary
ISO 2954, Mechanical vibration of rotating and reciprocating machines Requirements for instruments for measuring vibration severity
ISO 5348, Mechanical vibration and shock - Mechanical mounting of
accelerometers
ISO 7919-1, Mechanical vibration of non-reciprocating machines Measurement on rotating shafts and evaluation criteria - Part 1: General
guidelines
ISO 7919-2, Mechanical vibration of non-reciprocating machines Measurement on rotating shafts and evaluation criteria - Part 2: Large landbased steam turbine generator sets
ISO 7919-3, Mechanical vibration of non-reciprocating machines Measurement on rotating shafts and evaluation criteria - Part 3: Coupled
industrial machines
ISO 7919-4, Mechanical vibration of non-reciprocating machines Measurement on rotating shafts and evaluation criteria - Part 4: Gas turbine
sets
ISO 7919-5, Mechanical vibration of non-reciprocating machines Measurement on rotating shafts and evaluation criteria - Part 5: Machine
sets in hydraulic power generating and pumping plants
ISO 8528-9, Reciprocating internal combustion engine driven alternating
current generating sets - Part 9: Measurement and evaluation of mechanical
Page 30
The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
ISO Reference
Cat
I
Cat
II
Cat
III
Cat
IV
vibrations
ISO 8569, Mechanical vibration and shock - Measurement and evaluation
of shock and vibration effects on sensitive equipment in buildings
ISO 10816-1, Mechanical vibration - Evaluation of machine vibrations by
measurements on non-rotating parts - Part 1: General guidelines
ISO 10816-2, Mechanical vibration - Evaluation of machine vibration by
measurements on non-rotating parts - Part 2: Large land-based steam
turbine generator sets in excess of 50 MW with normal operating speeds of
1500 r/min, 1800 r/min, 3000 r/min and 3600 r/min
ISO 10816-3, Mechanical vibration - Evaluation of machine vibrations by
measurements on non-rotating parts - Part 3: Industrial machines with
nominal power above 15kW and nominal speeds between 120 r/min and
15000 r/min when measured in situ
ISO 10816-4, Mechanical vibration - Evaluation of machine vibrations by
measurements on non-rotating parts - Part 4: Gas turbine sets excluding
aircraft derivatives
ISO 10816-5, Mechanical vibration - Evaluation of machine vibrations by
measurements on non-rotating parts - Part 5: Machine sets in hydraulic
power generating and pumping plants
ISO 10816-6, Mechanical vibration - Evaluation of machine vibrations by
measurements on non-rotating parts - Part 6: Reciprocating machines with
power ratings above 100kW
ISO 10816-7, Mechanical vibration Evaluation of machine vibration by
measurements on non-rotating parts - Part 7: Rotodynamic pumps for
industrial applications, including measurements on rotating shafts
ISO 10817-1, Rotating shaft vibration measuring systems - Part 1: Relative
and absolute sensing of radial vibration
ISO 11342, Mechanical vibration - Methods and criteria for the mechanical
balancing of flexible rotors
ISO 13372, Condition monitoring and diagnostics of machines
Vocabulary
ISO 13373-1, Condition monitoring and diagnostics of machines - Vibration
condition monitoring - Part 1: General procedures
ISO 13373-2, Condition monitoring and diagnostics of machines - Vibration
condition monitoring - Part 2: Processing, analysis and presentation of
vibration data
ISO 13379, Condition monitoring and diagnostics of machines - Data
interpretation and diagnostic techniques which use information and data
31
The Tenth International Conference on Condition Monitoring and Machinery Failure Prevention Technologies
ISO Reference
Cat
I
Cat
II
Cat
III
Cat
IV
related to the condition of the machine - General guidelines
ISO 14694, Specification for balance quality and vibration levels (Industrial
Fans)
ISO 14695, Method of measurement of fan vibration
ISO 17359, Condition monitoring and diagnostics of machines - General
guidelines
ISO 18436-1, Condition monitoring and diagnostics of machines Requirements for training and certification of personnel - Part 1:
Requirements for certifying bodies and the certification process
ISO 18436-2, Condition monitoring and diagnostics of machines
Requirements for training and certification of personnel Part 2: Vibration
condition monitoring and diagnostics
ISO 18436-3, Condition monitoring and diagnostics of machines
Requirements for qualification and assessment of personnel Part 3:
Requirements for training bodies and the training process
32