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：
https://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 |
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: [email protected]