DIN ISO 18436-3-2013 Condition monitoring and diagnostics of machines - Requirements for qualification and assessment of personnel - Part 3 Requirements for training bodies and the.pdf

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1、May 2013Translation by DIN-Sprachendienst.English price group 10No part of this translation may be reproduced without prior permission ofDIN Deutsches Institut fr Normung e. V., Berlin. Beuth Verlag GmbH, 10772 Berlin, Germany,has the exclusive right of sale for German Standards (DIN-Normen).ICS 03.

2、100.30; 25.020!%#e/“2006612www.din.deDDIN ISO 18436-3Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Part 3: Requirements for training bodies and the training process(ISO 18436-3:2012),English translation of DIN ISO 18436-3:2013-05Zustandsb

3、erwachung und -diagnostik von Maschinen Anforderungen an die Qualifizierung und Bewertung von Personal Teil 3: Anforderungen an Schulungsstellen und den Schulungsvorgang(ISO 18436-3:2012),Englische bersetzung von DIN ISO 18436-3:2013-05Surveillance et diagnostic dtat des machines Exigences relatives

4、 la qualification et lvaluation du personnel Partie 3: Exigences relatives aux organismes de formation et au processus de formation(ISO 18436-3:2012),Traduction anglaise de DIN ISO 18436-3:2013-05www.beuth.deIn case of doubt, the German-language original shall be considered authoritative.Document co

5、mprises 16 pages04.13 DIN ISO 18436-3:2013-052A comma is used as the decimal marker. Contents Page National foreword .3 National Annex NA (informative) Bibliography .4 Introduction .5 1 Scope .6 2 Normative references .6 3 Terms and definitions 6 4 Training body 7 4.1 Purpose .7 4.2 Requirements 7 4

6、.3 Responsibilities 7 4.4 Training body organizational structure 8 4.5 Training body management .8 4.6 Training centres 9 4.7 Technical training committees 9 4.8 Records 10 4.9 Confidentiality 10 5 Requirements for training body personnel . 10 5.1 General provisions 10 5.2 Additional criteria for tr

7、ainers 10 5.3 Classification of trainers 11 6 Training procedures . 11 7 Eligibility for training 11 7.1 General 11 7.2 Education 11 7.3 Training 11 7.4 Experience 12 8 Training examinations . 12 8.1 Examination type and content . 12 8.2 Conduct of training examinations . 12 8.3 Grading . 12 9 Recog

8、nition of training . 12 9.1 Administration . 12 9.2 Certificates of completion 12 10 Files . 13 Annex A (normative) Qualification of trainers 14 Annex B (normative) Code of ethics . 15 Bibliography 16 National foreword This document (ISO 18436-3:2012) has been prepared by Technical Committee ISO/TC

9、108 “Mechanical vibration, shock and condition monitoring”, Subcommittee SC 5 “Condition monitoring and diagnostics of machine systems” (Secretariat: ANSI, USA). The responsible German body involved in its preparation was the Normenausschuss Akustik, Lrmminderung und Schwingungstechnik im DIN und VD

10、I (Acoustics, Noise Control and Vibration Engineering Standards Committee in DIN and VDI), Working Committee NA 001-03-06-05 UA (NALS/VDI C 6.5) Schwingungsberwachung in collaboration with the Normenausschusses Materialprfung (Materials Testing Standards Committee), Working Committee NA 062-08-21 AA

11、 Qualifizierung und Zertifizie-rung von Personal der zerstrungsfreien Prfung. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. DIN shall not be held responsible for identifying any or all such patent rights. In German, a differenti

12、ation is made between Qualifizierung: Process of demonstrating whether an entity activity or process, product, organization, or any combination thereof is capable of fulfilling specified requirements and Qualifikation: Demonstration of personal attributes, education, training and/or work experience.

13、 Both terms in English are “Qualification”. ISO 18436 consists of the following parts under the general title Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel: Part 1: Requirements for assessment bodies and the assessment process Part 2: Vib

14、ration condition monitoring and diagnostics Part 3: Requirements for training bodies and the training process Part 4: Field lubricant analysis Part 5: Lubricant laboratory technician/analyst Part 6: Acoustic emission Part 7: Thermography Part 8: Ultrasound Part 9: Condition monitoring specialists*)T

15、he DIN Standards corresponding to the International Standards referred to in this document are as follows: ISO 9000 DIN EN ISO 9000 ISO 9001 DIN EN ISO 9001 ISO 13372 DIN ISO 17359 Supplement 1 ISO 18436-1 DIN ISO 18436-1 ISO 18436-2 DIN ISO 18436-2 *) in preparationDIN ISO 18436-3:2013-053National

16、Annex NA (informative) Bibliography DIN EN ISO 9000, Quality management systems Fundamentals and vocabulary DIN EN ISO 9001, Quality management systems Requirements DIN ISO 17359 Supplement 1 Condition monitoring and diagnostics of machines Supplement 1: Explana-tions of technical terms DIN ISO 1843

17、6-1, Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Part 1: Requirements for assessment bodies and the assessment process DIN ISO 18436-2, Condition monitoring and diagnostics of machines Requirements for qualification and assessment of pe

18、rsonnel Part 2: Vibration condition monitoring *)*) Draft stageDIN ISO 18436-3:2013-054IntroductionCondition monitoring and diagnostics of machines are integral parts of an effective maintenance programme. Non-intrusive technologies used in condition monitoring and fault diagnosis include vibration,

19、 infrared thermography, oil and wear debris analysis, acoustic and ultrasonic analysis, and electrical signature analysis. In many instances these technologies act as complementary condition monitoring tools. The skills and expertise of the practitioners performing the measurements and analysing the

20、 data are critical to the effective application of these technologies.This part of ISO 18436 defines the requirements for bodies operating training programmes in the non-intrusive machine condition monitoring, diagnostic, and correction technologies. General requirements for training body personnel

21、are contained in this part of ISO 18436. Specific requirements for personnel in condition monitoring and diagnostics are covered in other parts of ISO 18436.DIN ISO 18436-3:2013-0551 ScopeThis part of ISO 18436 defines the requirements for bodies operating training programmes for personnel who perfo

22、rm 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 referenced documents are indispensable for the application of this document. For da

23、ted 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 vocabularyISO 13372, Condition monitoring and diagnostics of machines VocabularyISO 18436 (al

24、l 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 ISO 9000 and the following apply.3.1administrative committeeadvisory committeecom

25、mittee 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 examinations3.4technical training committeecommittee organized by a training body to

26、direct the technical aspects of a training programme3.5trainerperson with relevant technical and personal qualifications who is entrusted with training candidates for qualificationCondition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Part 3: Requ

27、irements for training bodies and the training process DIN ISO 18436-3:2013-0563.6training 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 the

28、oretical 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 prac

29、tical 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, educati

30、onal and 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 ac

31、cordance 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 inten

32、t of ISO 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 quali

33、fications;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 speci

34、fied in 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 pre

35、requisite fulfilment;DIN ISO 18436-3:2013-057g) 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 part(s) of ISO 18436 (see the complete li

36、sting 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 completion of training;l) keep appropriate

37、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 organizational structure whose details shall be

38、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 defined in this part of ISO 18436 and t

39、he 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 finances of the training body;b) delega

40、te 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 management shall ensure that this policy is

41、 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.DIN ISO 18436-3:2013-0584.6 Training centres4.6.1 Gene

42、ralTraining 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 responsibilities specified in 4.6.3.4.6.2 RequirementsTraining centres shall be del

43、egated 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 body and in compliance with curricula specified in the relevant part(s) of ISO 184

44、36 (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) follow the instructions in this part of ISO 18436.4.6.3 ResponsibilitiesThe traini

45、ng 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 original examinations to the training body;d) ensure that the integrity of proprie

46、tary 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 the responsibilities specified in 4.7.3.4.7.2 RequirementsSeparate technical training

47、 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 com

48、mittees shall:a) develop or rework training procedures and/or methodology for best practices in training;b) develop training examinations to evaluate candidates progress;c) adhere to the technical areas of proficiency, as defined by other parts of ISO 18436, for each level of training.DIN ISO 18436-

49、3:2013-0594.8 RecordsThe training body shall maintain a permanent record system to comply with existing regulations. The records shall demonstrate that the training procedures have been effectively fulfilled, particularly with respect to application forms, evaluation reports, surveillance activities and any other documents relating to this process. The records shall be identified, managed, and disposed of in such a way as to ensure the i