BS ISO 18436-3-2012 Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Requirements for training bodies and the training pr.pdf

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1、raising standards worldwideNO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBSI Standards PublicationBS ISO 18436-3:2012Condition monitoring anddiagnostics of machines Requirements for qualificationand assessment of personnelPart 3: Requirements for training bodiesand the traini

2、ng processBS ISO 18436-3:2012 BRITISH STANDARDNational forewordThis British Standard is the UK implementation of ISO 18436-3:2012.It supersedes BS ISO 18436-3:2008+A1:2009 which is withdrawn.The UK participation in its preparation was entrusted to TechnicalCommittee GME/21/7, Mechanical vibration, s

3、hock and conditionmonitoring - Condition monitoring.A list of organizations represented on this committee can beobtained on request to its secretary.This publication does not purport to include all the necessaryprovisions of a contract. Users are responsible for its correctapplication. The British S

4、tandards Institution 2012. Published by BSI StandardsLimited 2012ISBN 978 0 580 78303 6ICS 03.100.30; 17.160Compliance with a British Standard cannot confer immunity fromlegal obligations.This British Standard was published under the authority of theStandards Policy and Strategy Committee on 30 Nove

5、mber 2012.Amendments issued since publicationDate Text affectedBS ISO 18436-3:2012 ISO 2012Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Part 3: Requirements for training bodies and the training processSurveillance et diagnostic dtat des

6、machines Exigences relatives la qualification et lvaluation du personnel Partie 3: Exigences relatives aux organismes de formation et au processus de formationINTERNATIONAL STANDARDISO18436-3Second edition2012-11-01Reference numberISO 18436-3:2012(E)BS ISO 18436-3:2012ISO 18436-3:2012(E)ii ISO 2012

7、All rights reservedCOPYRIGHT PROTECTED DOCUMENT ISO 2012All 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 IS

8、O at the address below or ISOs member body in the country of the requester.ISO copyright officeCase postale 56 CH-1211 Geneva 20Tel. + 41 22 749 01 11Fax + 41 22 749 09 47E-mail copyrightiso.orgWeb www.iso.orgPublished in SwitzerlandBS ISO 18436-3:2012ISO 18436-3:2012(E) ISO 2012 All rights reserved

9、 iiiContents PageForeword ivIntroduction v1 Scope 12 Normative references . 13 Terms and definitions . 14 Training body 24.1 Purpose 24.2 Requirements . 24.3 Responsibilities . 24.4 Training body organizational structure . 34.5 Training body management 34.6 Training centres . 44.7 Technical training

10、 committees . 44.8 Records 54.9 Confidentiality 55 Requirements for training body personnel 55.1 General provisions 55.2 Additional criteria for trainers 55.3 Classification of trainers . 66 Training procedures . 67 Eligibility for training 67.1 General . 67.2 Education . 67.3 Training 67.4 Experien

11、ce . 78 Training examinations 78.1 Examination type and content . 78.2 Conduct of training examinations 78.3 Grading . 79 Recognition of training 79.1 Administration 79.2 Certificates of completion . 710 Files . 8Annex A (normative) Qualification of trainers 9Annex B (normative) Code of ethics .10Bi

12、bliography . 11BS ISO 18436-3:2012ISO 18436-3:2012(E)ForewordISO (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. Ea

13、ch 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 Internatio

14、nal 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

15、 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

16、patent rights. ISO shall not be held responsible for identifying any or all such patent rights.ISO 18436-3 was prepared by Technical Committee ISO/TC 108, Mechanical vibration, shock and condition monitoring, Subcommittee SC 5, Condition monitoring and diagnostics of machines.This second edition can

17、cels and replaces the first edition (ISO 18436-3:2008), which has been technically revised. It also incorporates the Amendment ISO 18436-3:2008/Amd. 1:2009.ISO 18436 consists of the following parts, under the general title Condition monitoring and diagnostics of machines Requirements for qualificati

18、on and assessment of personnel : Part 1: Requirements for assessment bodies and the assessment process Part 2: Vibration condition monitoring and diagnostics Part 3: Requirements for training bodies and the training process Part 4: Field lubricant analysis Part 5: Lubricant laboratory technician/ana

19、lyst Part 6: Acoustic emission Part 7: ThermographyThe following part is under preparation: Part 8: UltrasoundThe following part is planned: Part 9: Condition monitoring specialistsiv ISO 2012 All rights reservedBS ISO 18436-3:2012ISO 18436-3:2012(E)IntroductionCondition monitoring and diagnostics o

20、f machines are integral parts of an effective maintenance programme. Non-intrusive technologies used in condition monitoring and fault diagnosis include vibration, infrared thermography, oil and wear debris analysis, acoustic and ultrasonic analysis, and electrical signature analysis. In many instan

21、ces these technologies act as complementary condition monitoring tools. The skills and expertise of the practitioners performing the measurements and analysing the data are critical to the effective application of these technologies.This part of ISO 18436 defines the requirements for bodies operatin

22、g training programmes in the non-intrusive machine condition monitoring, diagnostic, and correction technologies. General requirements for training body personnel are contained in this part of ISO 18436. Specific requirements for personnel in condition monitoring and diagnostics are covered in other

23、 parts of ISO 18436. ISO 2012 All rights reserved vBS ISO 18436-3:2012BS ISO 18436-3:2012Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Part 3: Requirements for training bodies and the training process1 ScopeThis part of ISO 18436 defines

24、the requirements for bodies operating training programmes for personnel who perform machinery condition monitoring, identify machine faults, and recommend corrective action. Procedures for training of condition monitoring and diagnostics personnel are specified.2 Normative referencesThe following re

25、ferenced 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 9000, Quality management systems Fundamentals and vocabularyIS

26、O 13372, Condition monitoring and diagnostics of machines VocabularyISO 18436 (all relevant parts), Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel3 Terms and definitionsFor the purposes of this document, the terms and definitions given in

27、ISO 9000 and the following apply.3.1administrative committeeadvisory committeecommittee advising a training body3.2certificate of completionwritten testimony of completion of training issued under the rules of a training programme3.3invigilatorperson authorized by the training body to supervise exam

28、inations3.4technical training committeecommittee organized by a training body to direct the technical aspects of a training programme3.5trainerperson with relevant technical and personal qualifications who is entrusted with training candidates for qualificationINTERNATIONAL STANDARD ISO 18436-3:2012

29、(E) ISO 2012 All rights reserved 1BS ISO 18436-3:2012ISO 18436-3:2012(E)3.6training bodyorganization competent to administer a programme to train personnel in machinery condition monitoring and diagnostics technology3.7training centrecentre authorized and monitored by a training body where theoretic

30、al and practical instruction are administered3.8training processprocedures by which a training body provides instruction to candidates for qualification3.9training programmeprogramme system having its own rules of procedure and management for training through the use of verbal, visual and practical

31、instruction4 Training body4.1 PurposeThe training body shall be responsible for development and implementation of procedures to prepare individuals to carry out tasks in machinery condition monitoring and diagnostics.4.2 RequirementsA training body shall:a) have the relevant technical, educational a

32、nd financial resources to ensure effective training in accordance with the relevant part(s) of ISO 18436 (see the complete listing in the Foreword);b) have the administrative resources needed to organize and implement training programmes;c) manage training that can lead to classification in accordan

33、ce with the relevant part(s) of ISO 18436 (see the complete listing in the Foreword) and shall not promote specific commercial products or services;d) use non-discriminatory policies and procedures in the administration of the training programme;e) have a quality system that reflects the intent of I

34、SO 9001.14.3 ResponsibilitiesA training body shall:a) develop, maintain and implement a technically based, practical training programme that prepares an individual to carry out tasks in machinery condition monitoring and diagnosis and which may lead to classification as evidence of their qualificati

35、ons;b) administer the procedures and operations for training with modern educational procedures and facilities;c) take the ultimate responsibility for the training procedures and content, including technical and administrative requirements;d) ensure the adherence to training curricula as specified i

36、n the relevant part(s) of ISO 18436 (see the complete listing in the Foreword), and use the terminology given in ISO 13372;e) approve properly staffed and equipped training centres which it shall monitor on a periodic basis;f) approve the candidates eligibility for training on the basis of prerequis

37、ite fulfilment;2 ISO 2012 All rights reservedBS ISO 18436-3:2012ISO 18436-3:2012(E)g) authorize the time, location of the training, training centre, and instructor for each course or programme;h) prepare and distribute training materials consistent with the technical requirements in the relevant par

38、t(s) of ISO 18436 (see the complete listing in the Foreword);i) select, evaluate and instruct qualified trainers based on education and experience;j) prepare and implement training examinations at the training sessions and provide assessment of progress to participants;k) issue certificates of compl

39、etion of training;l) keep appropriate records of the operations of training;m) maintain records of training examinations;n) maintain records of training evaluation forms;o) monitor all delegated functions.4.4 Training body organizational structure4.4.1 GeneralA training body shall have an organizati

40、onal structure whose details shall be accessible to public examination, and which invites and permits participation by all interested parties.4.4.2 ResponsibilitiesA training body shall:a) identify the persons, groups, and/or committees responsible for:1) procedures, curriculum and surveillance as d

41、efined in this part of ISO 18436 and the applicable competency standards and normative documents,2) the formulation of policy matters relating to the operation of the training body,3) decisions on the training programme,4) supervision of the implementation of its policies, and5) supervision of the f

42、inances of the training body;b) delegate authority to administrative committees, advisory committees or individuals, as required, to undertake defined activities on its behalf.4.5 Training body managementThe management of each training body shall define and document its policy for quality. The manag

43、ement shall ensure that this policy is understood and implemented on all levels of the organization.The training body shall operate a documented management system, which covers all the requirements of this part of ISO 18436 and ensures the effective application of these requirements. ISO 2012 All ri

44、ghts reserved 3BS ISO 18436-3:2012ISO 18436-3:2012(E)4.6 Training centres4.6.1 GeneralTraining centres, which can include technical organizations, vendors, companies, academic institutions, and independent training organizations, are bodies that meet the requirements specified in 4.6.2 and have the

45、responsibilities specified in 4.6.3.4.6.2 RequirementsTraining centres shall be delegated by a training body and shall, as a minimum requirement:a) work under the direction of the training body;b) have adequate qualified staff to organize and conduct training programmes as prescribed by the training

46、 body and in compliance with curricula specified in the relevant part(s) of ISO 18436 (see the complete listing in the Foreword);c) have adequate physical and financial resources to implement training programmes;d) provide evaluation forms and training examination records to the training body; ande)

47、 follow the instructions in this part of ISO 18436.4.6.3 ResponsibilitiesThe training centres shall:a) conduct training programmes following the prescribed procedures of the training body using qualified trainers (see Annex A);b) use only current materials provided by the training body;c) return all

48、 original examinations to the training body;d) ensure that the integrity of proprietary materials is not compromised in any way.4.7 Technical training committees4.7.1 GeneralTechnical training committees are groups assigned by a training body that meet the requirements specified in 4.7.2 and have th

49、e responsibilities specified in 4.7.3.4.7.2 RequirementsSeparate technical training committees may be formed by a training body to monitor and direct technical efforts associated with training. The committees shall have, as a minimum requirement, membership that is qualified to the level of the training that the committee represents.4.7.3 ResponsibilitiesThe technical training committees shall:a) develop or rework training procedures and/or methodology for best practices in training;b) develop training examinations to evalua