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ISO18436-2 CATII级振动分析师能力矩阵

article 2025/6/6 14:47:37

ISO18436-2021是当前针对针对分析师的一个标准，它对振动分析师的能力和知识体系做了4级分类，这里给出的是一家公司响应ISO18436的CATII级标准，做的一个专题培训的教学大纲。摘自：

【振動噪音產學技術聯盟】04/19-23 ISO 18436-2 CAT II 振動分析師培訓與認證課程報名簡章

这似乎是一家屏东大学校办企业，或者校企联合做的面向职场人员的在职培训课。类似的培训课，国内外现在有很多。

1.CATII 课程 - 教学计划 [某公司]

1.1 总课时，费用

授課時間：4天半課程+半天考試，共5天
報名費用：$56,000元(含稅)，相当于：1.4万人民币【这个费用标准与国内的某些培训机构的收费标准相当】

1.2 课程大纲

1. Principles of vibration振動原理

(1) Basic motion (基本運動)
(2) Period, frequency (週期、頻率)
(3) Amplitude: peak, peak-to-peak, r.m.s. (峰值、峰值對峰值、均方根值)
(4) Parameters: displacement, velocity, acceleration (參數：位移、速度、加速度)
(5) Units, unit conversions (單位、單位轉換)
(6) Time and frequency domains (時間和頻率)
(7) Phase (相位)
(8) Natural frequency, resonance, critical speeds (自然固有頻率、共振、臨界速度)

2. Data acquisition數據採集

(1) Instrumentation (儀器)
(2) Transducers (轉換器)
(3) Sensor mounting, mounted natural frequency (感測器安裝、安裝自然頻率)
(4) Test procedures (試驗程序)
(5) Computer database upload/download (電腦數據庫上傳/下載)
(6) Recognition of poor data (不良數據之判斷)

3. Signal processing信號處理

(1) Analog sampling, digital sampling (類比取樣、數位取樣)
(2) FFT application (快速傅立葉轉換應用)
(3) Time windows: uniform, Hanning, flat-top (時間視窗：均勻、漢寧、平頂)
(4) Filters: low pass, high pass, band pass, tracking (濾波器：低通、高通、帶通、追蹤)
(5) Anti-aliasing (反假象)
(6) Bandwidth, resolution (頻寬、解析度)
(7) Averaging: linear, synchronous time, exponential (平均化：線性、同步時間、指數)
(8) Dynamic range (動態範圍)

4. Condition monitoring狀態監測

(1) Equipment evaluation and prioritization (設備評估和優先)
(2) Monitoring programme design (監控程序設計)
(3) Baseline assessments, trending (基準線評價、趨勢)
(4) Route planning (路徑規劃)【估计翻译不当，应该是类似操作顺序】
(5) Fault condition recognition (故障狀態識別)

5. Fault analysis故障分析

(1) Spectrum analysis, harmonics, sidebands (頻譜分析、簡諧、邊帶)【简谐翻译不当，是谐波，倍频】
(2) Mass unbalance (質量不平衡)
(3) Misalignment (不對心)
(4) Mechanical looseness (機械鬆動)
(5) Bearing defects: rolling element, journal (軸承缺陷：滾動元素、軸承)
(6) Electric motor defects (馬達瑕疵)
(7) Gearbox analysis (變速箱分析)
(8) Resonance and critical speeds (共振和臨界轉速)

6. Corrective action矯正措施

(1) Shaft alignment (軸對心)
(2) Field balancing (現場平衡)
(3) Basic maintenance action (基本保養程序)

7. Equipment knowledge設備知識

(1) Electric motors, generators and drives (馬達、發電機和驅動元件)
(2) Pumps, fans (泵、風扇)
(3) Steam turbines, gas turbines (蒸汽渦輪機、燃氣渦輪機)
(4) Compressors (壓縮機)
(5) Reciprocating machinery (往復式機械)
(6) Rolling mills, paper machines, other process equipment (滾軋機、造紙機、其他製程設備)
(7) Machine tools (工具機)【翻译不当，机械工具】
(8) Structures, piping (結構、管線)
(9) Gearboxes (變速箱)
(10) Rolling element bearings (滾動軸承)
(11) Journal bearings (滾珠軸承)
(12) Gearing (傳動)
(13) Couplings, belts (聯結器、皮帶)

8. Acceptance testing驗收測試

(1) Test procedure (測試程序)
(2) Specifications and standards (規範和標準)
(3) Reporting (報告)

9. Equipment testing and diagnostics設備測試和診斷

(1) Impact testing (衝擊測試)
(2) Forced response testing (強制響應測試)

10. Reference standards參考標準

(1) ISO (國際標準化組織)
(2) IEC (國際電工委員會)
(3) Relevant national standards (相關國家標準)

11. Reporting and documentation報告和文件

(1) Condition monitoring reports (狀態監測報告)
(2) Vibration diagnostics reports (振動診斷報告)

12. Fault severity determination判斷故障嚴重性

(1) Spectrum analysis (頻譜分析)
(2) Levels: overall, narrowband, component (位準：總量、窄頻、單頻率)
(3) Severity charts, graphs and formula (嚴重度圖示、圖表和公式)

1.3 课程进度

Day 1	08：20~08：30 學員簽到 08：30~10：20 Principles of Vibration 10：20~10：40 講師與學員交流時間(tea time) 10：40~12：30 Principles of Vibration 12：30~13：30 中午用餐 13：30~15：20 Understanding Signals 15：20~15：40 講師與學員交流時間(tea time) 15：40~17：30 Understanding Signals	振动基础，信号基础
Day 2	08：20~08：30 學員簽到 08：30~10：20 Signal Processing 10：20~10：40 講師與學員交流時間(tea time) 10：40~12：30 Time Waveform Analysis 12：30~13：30 中午用餐 13：30~15：20 Data Acquisition 15：20~15：40 講師與學員交流時間(tea time) 15：40~17：30 Analysis Process	信号工程时域分析频域分析
Day 3	08：20~08：30 學員簽到 08：30~10：20 Diagnosing unbalance 10：20~10：40 講師與學員交流時間(tea time) 10：40~12：30 Balancing rotating machinery 12：30~13：30 中午用餐 13：30~15：20 Misalignment, bent shaft and cocked bearing 15：20~15：40 講師與學員交流時間(tea time) 15：40~17：30 Shaft alignment, Mechanical looseness, Belt Drive Analysis	传动系统各类基础故障
Day 4	08：20~08：30 學員簽到 08：30~10：20 Rolling Element Bearing Analysis 10：20~10：40 講師與學員交流時間(tea time) 10：40~12：30 Rolling Element Bearing Analysis 12：30~13：30 中午用餐 13：30~15：20 Electric Motor Analysis 15：20~15：40 講師與學員交流時間(tea time) 15：40~17：30 Gearbox Analysis, Pumps, Fans and Compressors	轴承故障减速箱故障
Day 5	08：20~08：30 學員簽到 08：30~10：20 Natural Frequencies and Resonance 10：20~10：40 講師與學員交流時間(tea time) 10：40~12：30 Setting Alarm Limits & Acceptance Testing 12：30~13：30 中午用餐 13：30~17：30 Review &Examination	设备动平衡考试

2.CAT II能力概述 - 另一家培训机构的视图

参考：Mobius Institute Training Delivery Options | CBM and ARP

2.1 本级别振动分析师能力概述PROFILE

Collect vibration data
Validate that the data is good
Set up the analyzer for routine data collection and special tests
Diagnose most of the common fault conditions
Perform special tests to validate unbalance, misalignment, resonance, looseness, and other conditions
Know how to perform precision shaft alignment and balancing

2.2 教学过程的强化项点

Increase your knowledge on maintenance practices, condition monitoring, and the common condition monitoring technologies
Increase your knowledge about data collection, testing techniques, sensor types, and so on
Learn a great deal about signal processing and the settings of your vibration analyzer
Increase your knowledge of spectrum analysis, time waveform analysis, and phase analysis
Understand why phase analysis and time waveform analysis are both critical tools used by the vibration analyst
Learn common failure modes and how to detect them, including unbalance, misalignment, looseness, resonance, pump/fan/compressor vane, and flow issues, cavitation, turbulence, gearbox failures, rolling element bearing failure, and more
Learn high-frequency bearing and gear fault detection techniques: demodulation, enveloping, shock pulse, PeakVue, Spike Energy, and others
Be able to use spectra, phase readings, time waveforms, bump and impact tests, to test for looseness, resonance, and other conditions
Learn precision shaft alignment and soft foot correction
Learn single and two-plane balancing
Learn the basics of setting alarm limits: band alarms, and mask/envelope alarms

2.3 课程计划

Duration:与另一家相当，这是集中培训时间

38 hours, typically over five days

Format:方式更多样

• Live public course

• Private on-site course

• Virtual online course

• Video distance learning online courses

Compliance: 合规性条款

• Training: ISO 18436-2

• Certification: ISO 18436-2, ISO/IE 17024

Exam: 考试的规定

• 3 hours

• 100 multiple-choice questions

• 70% passing grade

• Can be taken online or in-person at the course

Certification requirements: 证书有相关工作经验和时限

• Training course completed

• 18-months of practical vibration analysis work experience, verified by supervisor/manager

• Pass the exam

• Valid for 5 years

Pre-study: 前期的在线学习一般是必须的。

• Access to the Learning Zone upon registration and payment

• For online distance learning, access to the learning platform four months from registration and payment

• Complete set of videos covering every topic

• An excellent way to be prepared and get the most from the course

Post-study: 这家企业提供了靠后的资料查询功能，可以在工作中针对性地检索

• Continue accessing the Learning Zone for 4 months after completing your course. Plus, enjoy the option to upgrade to a 1-year Continued Education plan for extended learning;

• Continue learning for free with online forums, webinars, tutorials, etc.

上述两家公司所提供的信息因为视角差异，可以互相补充。

附录A ISO18436相关标准

ISO18436是一个系列标准，原始发布网站在：

ISO 18436-1:2021 - Condition monitoring and diagnostics of machine systems — Requirements for certification of personnel — Part 1: Sector specific requirements for certification bodies and the certification processhttps://www.iso.org/standard/67515.html

隶属于：ISO/TC 108/SC 5 - Condition monitoring and diagnostics of machine systems技术委员会。技术委员会中，似乎有一位中国人：

Chairperson (until end 2026):Mr Leith Hitchcock
ISO Technical Programme Manager [TPM]:Ms Wenyan Li
ISO Editorial Manager [EM]:M Vincenzo Bazzucchi

附录A.a ISO/TC108 下辖工作组：

Reference	Title	Type
ISO/TC 108/SC 5/AG E	Strategic planning	Working group
ISO/TC 108/SC 5/WG 7	Training and certification in the field of condition monitoring and diagnostics	Working group
ISO/TC 108/SC 5/WG 11	Thermal imaging	Working group
ISO/TC 108/SC 5/WG 15	Ultrasonics	Working group
ISO/TC 108/SC 5/WG 16	Condition monitoring and diagnostics of wind turbines	Working group
ISO/TC 108/SC 5/WG 17	Condition monitoring and diagnostics applications	Working group
ISO/TC 108/SC 5/WG 18	Condition monitoring management	Working group

附录A.b 18436标准集

18436位于WG7，标准集合覆盖如下子标准：（注意，这些分离标准的版本号并不一致），这些标准的正版件非常规，-1子标准售价在300+元。

ISO 18436-1:2021 Condition monitoring and diagnostics of machine systems — Requirements for certification of personnel — Part 1: Sector specific requirements for certification bodies and the certification process
ISO 18436-2:2014 Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 2: Vibration condition monitoring and diagnostics
ISO 18436-3:2025 Condition monitoring and diagnostics of machines — Requirements for training and certification of personnel — Part 3: Requirements for training bodies and the training process
ISO 18436-4:2014 Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 4: Field lubricant analysis
ISO 18436-5:2012 Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 5: Lubricant laboratory technician/analyst
ISO 18436-6:2021 Condition monitoring and diagnostics of machines — Requirements for certification of personnel — Part 6: Acoustic emission
ISO 18436-7:2014 Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 7: Thermography
ISO 18436-8:2013 Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 8: Ultrasound

ISO 18436-1:2021

Condition monitoring and diagnostics of machine systems — Requirements for certification of personnel — Part 1: Sector specific requirements for certification bodies and the certification process

ISO 18436-2:2014

Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 2: Vibration condition monitoring and diagnostics

ISO 18436-3:2025

Condition monitoring and diagnostics of machines — Requirements for training and certification of personnel — Part 3: Requirements for training bodies and the training process

ISO 18436-4:2014

Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 4: Field lubricant analysis

ISO 18436-5:2012

Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 5: Lubricant laboratory technician/analyst

ISO 18436-6:2021

Condition monitoring and diagnostics of machines — Requirements for certification of personnel — Part 6: Acoustic emission

ISO 18436-7:2014

Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 7: Thermography

ISO 18436-8:2013

Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 8: Ultrasound

附录A.c ISO TC108的秘书处联络方式

Level 10, The Exchange Centre 20 Bridge Street
Sydney 2000 NSW
Australia

Tel: +61 2 9237 6000

Email: intsect@standards.org.au

Web: Home | Standards Australia