ISO18436-2 CATII級振動分析師能力矩陣

ISO18436-2021是當前針對針對分析師的一個標準，它對振動分析師的能力和知識體系做了4級分類，這里給出的是一家公司響應ISO18436的CATII級標準，做的一個專題培訓的教學大綱。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??????

這似乎是一家屏東大學校辦企業，或者校企聯合做的面向職場人員的在職培訓課。?類似的培訓課，國內外現在有很多。

1.CATII 課程 - 教學計劃 [某公司]

1.1?總課時，費用

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)，相當于：1.4萬人民幣【這個費用標準與國內的某些培訓機構的收費標準相當】

1.2?課程大綱

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)【估計翻譯不當，應該是類似操作順序】
(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)【簡諧翻譯不當，是諧波，倍頻】
(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)【翻譯不當，機械工具】
(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?課程進度

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	振動基礎，信號基礎
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	信號工程時域分析頻域分析
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	傳動系統各類基礎故障
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	軸承故障減速箱故障
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	設備動平衡考試

2.CAT II能力概述?- 另一家培訓機構的視圖

參考：Mobius Institute Training Delivery Options | CBM and ARP

2.1?本級別振動分析師能力概述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?教學過程的強化項點

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?課程計劃

Duration:與另一家相當，這是集中培訓時間

38 hours, typically over five days

Format:方式更多樣

? Live public course

? Private on-site course

? Virtual online course

? Video distance learning online courses

Compliance: 合規性條款

? Training: ISO 18436-2

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

Exam:?考試的規定

? 3 hours

? 100 multiple-choice questions

? 70% passing grade

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

Certification requirements: 證書有相關工作經驗和時限

? Training course completed

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

? Pass the exam

? Valid for 5 years

Pre-study:?前期的在線學習一般是必須的。

? 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: 這家企業提供了靠后的資料查詢功能，可以在工作中針對性地檢索

? 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.

上述兩家公司所提供的信息因為視角差異，可以互相補充。

附錄A ISO18436相關標準

ISO18436是一個系列標準，原始發布網站在：

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 process??????https://www.iso.org/standard/67515.html

隸屬于：ISO/TC 108/SC 5 - Condition monitoring and diagnostics of machine systems技術委員會。?技術委員會中，似乎有一位中國人：

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

附錄A.a?ISO/TC108?下轄工作組：

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

附錄A.b?18436標準集

18436位于WG7，標準集合覆蓋如下子標準：（??注意，這些分離標準的版本號并不一致），這些標準的正版件非常規，-1子標準售價在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