ISO_18436_2[1]

Reference number ISO 18436-2:2003(E) © ISO 2003 INTERNATIONAL STANDARD ISO 18436-2 First edition 2003-11-15 Condition monitoring and diagnostics of machines — Requirements for training and certification of personnel — Part 2: Vibration condition monitoring and diagnostics Surveillance et diagnostic d'état des machines — Exigences relatives à la formation et à la certification du personnel — Partie 2: Surveillance des vibrations et diagnostic d'état des machines Copyright International Organization for Standardization Reproduced by IHS under license with ISO Document provided by IHS Licensee=IHS Employees/1111111001, User=JHOCKLEY, 04/16/2004 09:25:09 MDT Questions or comments about this message: please call the Document Policy Group at 303-397-2295. - - ` ` , ` ` ` , ` ` , ` , ` , , ` ` , ` ` , , ` , ` , ` , ` - ` - ` , , ` , , ` , ` , , ` - - - ISO 18436-2:2003(E) PDF disclaimer This PDF file may contain embedded typefaces. In accordance with Adobe's licensing policy, this file may be printed or viewed but shall not be edited unless the typefaces which are embedded are licensed to and installed on the computer performing the editing. In downloading this file, parties accept therein the responsibility of not infringing Adobe's licensing policy. The ISO Central Secretariat accepts no liability in this area. Adobe is a trademark of Adobe Systems Incorporated. Details of the software products used to create this PDF file can be found in the General Info relative to the file; the PDF-creation parameters were optimized for printing. Every care has been taken to ensure that the file is suitable for use by ISO member bodies. In the unlikely event that a problem relating to it is found, please inform the Central Secretariat at the address given below. © ISO 2003 All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means, electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or ISO's member body in the country of the requester. ISO copyright office Case postale 56 • CH-1211 Geneva 20 Tel. + 41 22 749 01 11 Fax + 41 22 749 09 47 E-mail copyright@iso.org Web www.iso.org Published in Switzerland ii © ISO 2003 — All rights reserved Copyright International Organization for Standardization Reproduced by IHS under license with ISO Document provided by IHS Licensee=IHS Employees/1111111001, User=JHOCKLEY, 04/16/2004 09:25:09 MDT Questions or comments about this message: please call the Document Policy Group at 303-397-2295. --``,```,``,`,`,,``,``,,`,`,`,`-`-`,,`,,`,`,,`--- ISO 18436-2:2003(E) © ISO 2003 — All rights reserved iii Contents Page Foreword............................................................................................................................................................ iv Introduction ........................................................................................................................................................ v 1 Scope...................................................................................................................................................... 1 2 Normative references ........................................................................................................................... 1 3 Terms and definitions........................................................................................................................... 2 4 Classification of personnel for vibration condition monitoring and diagnostics of machines................................................................................................................................................ 2 4.1 General ................................................................................................................................................... 2 4.2 Category I............................................................................................................................................... 3 4.3 Category II.............................................................................................................................................. 3 4.4 Category III............................................................................................................................................. 3 4.5 Category IV ............................................................................................................................................ 4 5 Eligibility for examination .................................................................................................................... 5 5.1 General ................................................................................................................................................... 5 5.2 Education............................................................................................................................................... 5 5.3 Training .................................................................................................................................................. 5 5.4 Experience ............................................................................................................................................. 6 6 Qualification examinations .................................................................................................................. 6 6.1 Examination content............................................................................................................................. 6 6.2 Re-examination ..................................................................................................................................... 6 Annex A (normative) Training course requirements for personnel involved in vibration condition monitoring and diagnostics of machines........................................................................................... 7 Annex B (normative) Applicable International Standards............................................................................ 13 Bibliography ..................................................................................................................................................... 15 Copyright International Organization for Standardization Reproduced by IHS under license with ISO Document provided by IHS Licensee=IHS Employees/1111111001, User=JHOCKLEY, 04/16/2004 09:25:09 MDT Questions or comments about this message: please call the Document Policy Group at 303-397-2295. - - ` ` , ` ` ` , ` ` , ` , ` , , ` ` , ` ` , , ` , ` , ` , ` - ` - ` , , ` , , ` , ` , , ` - - - ISO 18436-2:2003(E) iv © ISO 2003 — All rights reserved Foreword ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization. International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2. The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. ISO 18436-2 was prepared by Technical Committee ISO/TC 108, Mechanical vibration and shock, Subcommittee SC 5, Condition monitoring and diagnostics of machines. ISO 18436 consists of the following parts, under the general title Condition monitoring and diagnostics of machines — Requirements for training and certification of personnel:  Part 1: Requirements for certifying bodies and the certification process  Part 2: Vibration condition monitoring and diagnostics The following parts are under preparation:  Part 3: Requirements for training bodies  Part 4: Lubrication management and analysis  Part 5: Thermography  Part 6: Diagnostics and prognostics  Part 7: Condition monitoring specialists Copyright International Organization for Standardization Reproduced by IHS under license with ISO Document provided by IHS Licensee=IHS Employees/1111111001, User=JHOCKLEY, 04/16/2004 09:25:09 MDT Questions or comments about this message: please call the Document Policy Group at 303-397-2295. - - ` ` , ` ` ` , ` ` , ` , ` , , ` ` , ` ` , , ` , ` , ` , ` - ` - ` , , ` , , ` , ` , , ` - - - ISO 18436-2:2003(E) © ISO 2003 — All rights reserved v Introduction Vibration analysis using measurements to monitor condition and diagnose faults in machinery has become a key activity in predictive maintenance programmes for most industries. Other non-intrusive technologies including infrared thermography, acoustic emission, lubricant analysis and motor current analysis, are used as complementary condition analysis tools. Those in the manufacturing industry who have diligently and consistently applied these techniques have experienced a return on investment far exceeding their expectations. However, the effectiveness of these programmes depends on the capabilities of individuals who perform the measurements and analyse the data. This part of ISO 18436 defines the requirements against which personnel in the non-intrusive machine condition monitoring and diagnostics technologies associated with vibration analysis are to be certified and the methods of testing such personnel. Conformity assessment for certification in vibration analysis will be performed by a body accredited to the requirements of ISO 18436-3. Copyright International Organization for Standardization Reproduced by IHS under license with ISO Document provided by IHS Licensee=IHS Employees/1111111001, User=JHOCKLEY, 04/16/2004 09:25:09 MDT Questions or comments about this message: please call the Document Policy Group at 303-397-2295. --``,```,``,`,`,,``,``,,`,`,`,`-`-`,,`,,`,`,,`--- Copyright International Organization for Standardization Reproduced by IHS under license with ISO Document provided by IHS Licensee=IHS Employees/1111111001, User=JHOCKLEY, 04/16/2004 09:25:09 MDT Questions or comments about this message: please call the Document Policy Group at 303-397-2295. - - ` ` , ` ` ` , ` ` , ` , ` , , ` ` , ` ` , , ` , ` , ` , ` - ` - ` , , ` , , ` , ` , , ` - - - INTERNATIONAL STANDARD ISO 18436-2:2003(E) © ISO 2003 — All rights reserved 1 Condition monitoring and diagnostics of machines — Requirements for training and certification of personnel — Part 2: Vibration condition monitoring and diagnostics 1 Scope This part of ISO 18436 specifies the general requirements for vibration analysis personnel who perform machinery condition monitoring and diagnostics of machines. Certification to this standard will provide recognition of the qualifications and competence of individuals to perform machinery vibration measurements and analysis using portable and permanently installed sensors and equipment. This part of ISO 18436 covers a four-category certification programme that is based on the technical areas discussed herein. 2 Normative references The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies. ISO 1925, Mechanical vibration — Balancing — Vocabulary ISO 1940 (all parts), Mechanical vibration — Balance quality requirements of rigid rotors ISO 2017-1, Mechanical vibration and shock — Resilient mounting systems — Part 1: Application of source and receiver isolation ISO 2041, Vibration and shock — Vocabulary ISO 2954, Vibration of rotating and reciprocating machinery — Requirements for instruments for measuring vibration severity ISO 5348, Mechanical vibration and shock — Mechanical mounting of accelerometers ISO 7919 (all parts), Mechanical vibration of non-reciprocating machines — Measurements on rotating shafts and evaluation criteria ISO 8528-9, Reciprocating internal combustion engine driven alternating current generating sets — Part 9: Measurement and evaluation of mechanical vibrations ISO 8569, Mechanical vibration and shock — Measurement and evaluation of shock and vibration effects on sensitive equipment in buildings ISO 10816 (all parts), Mechanical vibration — Evaluation of machine vibration by measurements on non- rotating parts Copyright International Organization for Standardization Reproduced by IHS under license with ISO Document provided by IHS Licensee=IHS Employees/1111111001, User=JHOCKLEY, 04/16/2004 09:25:09 MDT Questions or comments about this message: please call the Document Policy Group at 303-397-2295. - - ` ` , ` ` ` , ` ` , ` , ` , , ` ` , ` ` , , ` , ` , ` , ` - ` - ` , , ` , , ` , ` , , ` - - - ISO 18436-2:2003(E) 2 © ISO 2003 — All rights reserved ISO 11342:1998, 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 13379, Condition monitoring and diagnostics of machines — General guidelines on data interpretation and diagnostics techniques ISO 14694, Industrial fans — Specifications for balance quality and vibration levels ISO 14695, Industrial fans — 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 3 Terms and definitions For the purposes of this document, the terms and definitions given in ISO 2041, ISO 13372, ISO 18436-1 and the following apply. 3.1 analysis process of using signal processing techniques and machine knowledge to evaluate machine faults and condition 3.2 route organized series of machine measurement locations listed by machine train, measure or plant geography 3.3 trainee person who is training to become qualified for certification 3.4 vibration diagnostics interpretation of vibration data to determine machine faults 3.5 vibration monitoring process of measurement, trending, and interpretation of vibration data 4 Classification of personnel for vibration condition monitoring and diagnostics of machines 4.1 General Individuals recognized or certified in accordance with this part of ISO 18436 shall be classified in one of several categories depending upon their qualifications. They shall have demonstrated competence in the concepts of machinery vibration condition monitoring and diagnostics of machines for their classification category as indicated in Annex A and in accordance with the standards listed in Annex B. Copyright International Organization for Standardization Reproduced by IHS under license with ISO Document provided by IHS Licensee=IHS Employees/1111111001, User=JHOCKLEY, 04/16/2004 09:25:09 MDT Questions or comments about this message: please call the Document Policy Group at 303-397-2295. --``,```,``,`,`,,``,``,,`,`,`,`-`-`,,`,,`,`,,`--- ISO 18436-2:2003(E) © ISO 2003 — All rights reserved 3 4.2 Category I Individuals meeting the requirements for Category I are recognized as being qualified to perform a range of simple single-channel machinery vibration condition monitoring and diagnostics of machines activities in accordance with ISO 17359 and ISO 13373-1. They shall not be responsible, for example, for the choice of sensor or for any analysis to be conducted, nor for the assessment of test results, except for identifying alert conditions against a pre-established alert setting or settings. They shall be qualified a) to operate portable instrumentation on pre-assigned or pre-programmed routes, b) to acquire readings from permanently installed instrumentation, c) to input results into a database and download routes from a computer, d) to conduct testing under steady-state operating conditions following predefined procedures, e) to be able to recognize that no signal is present, and f) to be able to compare overall or single value vibration measurements against pre-established alert settings. 4.3 Category II Individuals certified to Category II are qualified personnel who are certified to perform industrial machinery vibration measurements and basic vibration analysis using single-channel measurements, with or without phase trigger signals, according to established and recognized procedures. Personnel certified to Category II require all the knowledge and skills expected of Category I, and shall also be qualified a) to select the appropriate machinery vibration measurement technique, b) to set up instruments for basic resolution of amplitude, frequency and time, c) to perform basic vibration analysis of machinery and components, such as shafts, bearings, gears, fans, pumps and motors, using spectrum analysis, d) to maintain a database of results and trends, e) to perform basic (single-channel) impact tests to determine natural frequencies, f) to classify, interpret and evaluate the test results (including acceptance tests) in accordance with applicable specifications and standards, g) to recommend minor corrective actions, h) to understand basic single-plane field balancing concepts, and i) to be aware of some of the causes and effects of bad measurement data. 4.4 Category III Individuals certified to Category III are qualified to perform and/or direct and/or establish programmes for vibration condition monitoring and diagnostics of machines in accordance with ISO 17359 and ISO 13373-1. Personnel classified to Category III require all the knowledge and skills expected of personnel classified to Category I and Category II, and shall also be qualified a) to select the appropriate machinery vibration analysis technique, Copyright International Organization for Standardization Reproduced by IHS under license with ISO Document provided by IHS Licensee=IHS Employees/1111111001, User=JHOCKLEY, 04/16/2004 09:25:09 MDT Questions or comments about this message: please call the Document Policy Group at 303-397-2295. --``,```,``,`,`,,``,``,,`,`,`,`-`-`,,`,,`,`,,`--- ISO 18436-2:2003(E) 4 © ISO 2003 — All rights reserved b) to specify the appropriate vibration instrumentation hardware and software for both portable and permanently installed systems, c) to measure and perform diagnosis of single-channel frequency spectra, as well as time domain plots such as waveforms and orbits, under both steady-state and unsteady operating conditions, with or without a phase trigger, d) to establish vibration monitoring programmes, including determination of machines for periodic/continuous monitoring, frequency of testing, route