1、BSI Standards PublicationCondition monitoring and diagnostics of machines Requirements for qualification and assessment of personnelPart 4: Field lubricant analysisBS ISO 18436-4:2014National forewordThis British Standard is the UK implementation of ISO 18436-4:2014. Itsupersedes BS ISO 18436-4:2008
2、 which is withdrawn.The UK participation in its preparation was entrusted by TechnicalCommittee GME/21, Mechanical vibration, shock and condition mon-itoring, to Subcommittee GME/21/7, Mechanical vibration, shock and condition monitoring - Condition monitoring.A list of organizations represented on
3、this committee can be obtained onrequest to its secretary.This publication does not purport to include all the necessary provisions ofa contract. Users are responsible for its correct application. The British Standards Institution 2014.Published by BSI Standards Limited 2014ISBN 978 0 580 78103 2ICS
4、 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 28 February 2014.Amendments/corrigenda issued since publicationDate Text affectedBRITISH STANDARD
5、BS ISO 18436-4:2014 ISO 2014Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Part 4: Field lubricant analysisSurveillance et diagnostic dtat des machines Exigences relatives la qualification et lvaluation du personnel Partie 4: Analyse de la
6、 lubrification sur le terrainINTERNATIONAL STANDARDISO18436-4Second edition2014-02-01Reference numberISO 18436-4:2014(E)BS ISO 18436-4:2014ISO 18436-4:2014(E)ii ISO 2014 All rights reservedCOPYRIGHT PROTECTED DOCUMENT ISO 2014All rights reserved. Unless otherwise specified, no part of this publicati
7、on may be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below or ISOs member body in the country o
8、f 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 18436-4:2014ISO 18436-4:2014(E) ISO 2014 All rights reserved iiiContents PageForeword ivIntroduction v1 Scope . 12 Norm
9、ative references 13 Terms and definitions . 14 Classification of personnel (field lubricant analysis) 24.1 General . 24.2 Category I . 24.3 Category II . 24.4 Category III . 35 Eligibility. 45.1 General . 45.2 Education . 45.3 Training . 45.4 Experience 46 Examinations 56.1 Examination content 56.2
10、Conduct of examinations 5Annex A (normative) Training course requirements and minimum training hours for field lubricant analysis personnel . 6Bibliography .18BS ISO 18436-4:2014ISO 18436-4:2014(E)ForewordISO (the International Organization for Standardization) is a worldwide federation of national
11、standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International
12、 organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.The procedures used to develop this document and those intended for
13、 its further maintenance are described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the different types of ISO documents should be noted. This document was drafted in accordance with the editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org
14、/directives).Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of any patent rights identified during the development of the document will be i
15、n the Introduction and/or on the ISO list of patent declarations received (see www.iso.org/patents).Any trade name used in this document is information given for the convenience of users and does not constitute an endorsement.For an explanation on the meaning of ISO specific terms and expressions re
16、lated to conformity assessment, as well as information about ISOs adherence to the WTO principles in the Technical Barriers to Trade (TBT) see the following URL: Foreword - Supplementary informationThe committee responsible for this document is ISO/TC 108, Mechanical vibration, shock and condition m
17、onitoring, Subcommittee SC 5, Condition monitoring and diagnostics of machine systems.This second edition cancels and replaces the first edition (ISO 18436-4:2008), which has been technically revised. ISO 18436 consists of the following parts, under the general title Condition monitoring and diagnos
18、tics of machines Requirements for qualification 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 analysi
19、s Part 5: Lubricant laboratory technician/analyst Part 6: Acoustic emission Part 7: Thermography Part 8: UltrasoundThe following part is under preparation: Part 9: Condition monitoring specialistsiv ISO 2014 All rights reservedBS ISO 18436-4:2014ISO 18436-4:2014(E)IntroductionUsing lubricant analysi
20、s to monitor condition and diagnose faults in machinery is a key activity in predictive maintenance programmes for most industries. Other non-intrusive technologies including thermography, vibration analysis, acoustic emission, and motor current analysis are used as complementary condition analysis
21、tools. Those in the manufacturing industry who have diligently and consistently applied these techniques have experienced a return on investment far exceeding their expectations. However, the effectiveness of these programmes depends on the capabilities of individuals who perform the measurements an
22、d analyse the data.A programme, administered by an assessment body, has been developed to train and assess the competence of personnel whose duties require the appropriate theoretical and practical knowledge of machinery monitoring and diagnostics.This part of ISO 18436 defines the requirements agai
23、nst which personnel in the non-intrusive machinery condition monitoring and diagnostics technologies associated with field lubricant analysis for machinery condition monitoring are to be qualified and the methods of assessing such personnel. ISO 2014 All rights reserved vBS ISO 18436-4:2014Condition
24、 monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Part 4: Field lubricant analysis1 ScopeThis part of ISO 18436 specifies the requirements for qualification and assessment of personnel who perform machinery condition monitoring and diagnostics using f
25、ield lubricant analysis.A certificate or declaration of conformity to this part of ISO 18436 will provide recognition of the qualifications and competence of individuals to perform field lubricant analysis for machinery condition monitoring. This procedure is not applicable to specialized equipment
26、or other specific situations.This part of ISO 18436 specifies a three-category classification programme that is based on the technical areas delineated herein.2 Normative referencesThe following documents, in whole or in part, are normatively referenced in this document and are indispensable for its
27、 application. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies.ISO 13372, Condition monitoring and diagnostics of machines VocabularyISO 18436-1:2012, Condition monitoring and diagnostics of
28、 machines Requirements for qualification and assessment of personnel Part 1: Requirements for assessment bodies and the assessment processISO 18436-3, Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Part 3: Requirements for training bodies
29、and the training process3 Terms and definitionsFor the purposes of this document, the terms and definitions given in ISO 13372 and the following apply.3.1lubricantany substance interposed between two surfaces in relative motion for the purpose of modifying the friction and reducing the wear between
30、themNote 1 to entry: Hydraulic and heat transfer fluids are considered lubricants.3.2lubricant analysisprocess of monitoring and performing investigative testing of lubricants, with subsequent interpretation, reporting, and response to obtained resultsINTERNATIONAL STANDARD ISO 18436-4:2014(E) ISO 2
31、014 All rights reserved 1BS ISO 18436-4:2014ISO 18436-4:2014(E)4 Classification of personnel (field lubricant analysis)4.1 GeneralIndividuals assessed as conforming to the requirements of this part of ISO 18436 shall be classified in one of three categories depending upon their qualifications. They
32、shall have demonstrated the necessary skills in field lubricant analysis for their category as indicated in Annex A.Personnel classified as category II need to have all the knowledge and skills expected of personnel classified as category I, while personnel classified as category III need to have al
33、l the knowledge and skills expected of personnel classified as category II.4.2 Category IIndividuals classified as category I are qualified to perform field lubricant analysis according to established and recognized procedures. Personnel classified as category I shall be able toa) dispense lubricant
34、s, re-lubricate, and/or inspect lubricants on a pre-programmed route, as appropriate, in accordance with established procedures,b) properly maintain lubrication devices and equipment,c) install sampling hardware deemed appropriate, safe, and non-intrusive by category II or higher personnel (any intr
35、usive sampling hardware installation shall be undertaken by a suitably qualified person authorized by the customer),d) verify that analysis instruments are calibrated and report to the appropriate personnel where action is needed,e) operate (and maintain) portable lubricant analysis instrumentation
36、on pre-programmed routes,f) download and upload raw test data from portable lubricant analysis instrumentation,g) acquire lubricant samples from machine systems, equipment, and/or storage containers in accordance with established procedures, andh) prepare samples for transport and/or testing in acco
37、rdance with established procedures.4.3 Category IIIndividuals classified as category II are qualified to perform basic field lubricant testing and analysis according to established and recognized procedures. Personnel classified as category II shall be able toa) set up instruments for basic on-site
38、testing,b) perform calibration checks on instruments used for on-site testing,c) establish procedures for sample acquisition, preparation, and transport,d) select sample point locations, methods, and hardware and oversee installation of sampling hardware,e) apply selected test methods for on-site te
39、sting and wear debris analysis,f) liaise with an off-site laboratory,g) classify, interpret, and evaluate basic test results (including acceptance tests) in accordance with applicable specifications and standards,h) employ basic lubricant analysis techniques to troubleshoot lubricant, machinery, and
40、 components,i) maintain a database of analysis schedules, results, and diagnoses,2 ISO 2014 All rights reservedBS ISO 18436-4:2014ISO 18436-4:2014(E)j) prepare reports for appropriate personnel on basic lubricant and machine condition, recommend corrective action (non-intrusive maintenance), and rep
41、ort on effectiveness of repairs/changes,k) be aware of the use of alternative or supplementary condition monitoring technologies, andl) provide guidance and supervision to category I personnel.4.4 Category IIIIndividuals classified as category III are qualified to perform and/or direct all types of
42、field lubricant testing and analysis. Personnel classified as category III shall be able toa) interpret and evaluate test methods, standards, codes, specifications, and procedures,b) select the appropriate machinery lubricant analysis technique,c) specify the appropriate instrumentation hardware and
43、 software for both portable and permanently installed systems,d) design and manage calibration programmes,e) establish lubricant monitoring programmes, including determination of machines for periodic/continuous monitoring, frequency and type of testing, route plans, etc., and quality assurance test
44、ing,f) establish programmes for the specification of targets, alarms, and limits for machinery,g) perform advanced on-site tests and wear debris analysis,h) classify, interpret, and evaluate advanced test results and wear debris analysis (including acceptance tests) in accordance with applicable spe
45、cifications and standards,i) manage and perform administrative tasks for lubricant analysis software and databases,j) perform Failure Mode, Effect, and Criticality Analysis (FMECA),k) perform prognostics for fault conditions,l) evaluate the performance of outside lubricant analysis services and reco
46、mmend necessary corrective changes,m) prepare reports for appropriate personnel based on advanced lubricant testing and wear debris analysis on lubricant and machine condition,n) make major maintenance corrective action recommendations (normally intrusive maintenance) and report on effectiveness of
47、repairs/changes,o) be able to manage condition monitoring programmes, evaluate alarm sets, write working procedures, and specify acceptance testing procedures,p) recommend the use of alternative condition monitoring (CM) technologies,q) based on the accrued data, review the lubricants currently in u
48、se and make recommendations, inclusive of required lubrication specification changes, with a view to enhancing performance,r) assess the influence of physical/chemical properties on stability of rotor in bearings, stability of turbine control systems, wear of gears, and hydrodynamic seals, ands) pro
49、vide guidance and supervision to category I and II personnel.NOTE It is the employers responsibility to ensure that category III personnel have the necessary competency in the required management skills, for example creating budgets, preparing cost justifications, and managing personnel development. ISO 2014 All rights reserved 3BS ISO 18436-4:2014ISO 18436-4:2014(E)5 Eligibility5.1 GeneralCandidates should have a combination of education, training, and experience to ensure that they understand the principles and
