1、raising standards worldwideNO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBSI Standards PublicationBS ISO 18436-5:2012Condition monitoring anddiagnostics of machines Requirements for qualificationand assessment of personnelPart 5: Lubricant laboratory technician/analystBS ISO
2、18436-5:2012 BRITISH STANDARDNational forewordThis British Standard is the UK implementation of ISO 18436-5:2012.The UK participation in its preparation was entrusted to TechnicalCommittee GME/21/7, Mechanical vibration, shock and conditionmonitoring - Condition monitoring.A list of organizations re
3、presented 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 Standards Institution 2012. Published by BSI StandardsLimited 2012ISBN 978 0 58
4、0 64729 1ICS 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 31 December 2012.Amendments issued since publicationDate Text affectedBS ISO 18436-5:
5、2012 ISO 2012Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Part 5: Lubricant laboratory technician/analystSurveillance et diagnostic dtat des machines Exigences relatives la qualification et lvaluation du personnel Partie 5: Technicien/an
6、alyste de laboratoire danalyse de lubrifiantsINTERNATIONAL STANDARDISO18436-5First edition2012-11-01Reference numberISO 18436-5:2012(E)BS ISO 18436-5:2012ISO 18436-5:2012(E)ii ISO 2012 All rights reservedCOPYRIGHT PROTECTED DOCUMENT ISO 2012All rights reserved. Unless otherwise specified, no part of
7、 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 ISO at the address below or ISOs member body in the country of the requester.ISO copyright officeCase postale 56 CH-1
8、211 Geneva 20Tel. + 41 22 749 01 11Fax + 41 22 749 09 47E-mail copyrightiso.orgWeb www.iso.orgPublished in SwitzerlandBS ISO 18436-5:2012ISO 18436-5:2012(E) ISO 2012 All rights reserved iiiContents PageForeword ivIntroduction v1 Scope 12 Normative references . 13 Terms and definitions . 34 Classific
9、ation of personnel (laboratory lubricant analysis) . 34.1 General . 34.2 Category I 34.3 Category II . 44.4 Category III 45 Eligibility 55.1 General . 55.2 Education . 55.3 Training 55.4 Experience . 56 Examinations 66.1 Examination content . 66.2 Conduct of examinations 7Annex A (normative) Trainin
10、g course requirements for laboratory lubricant analysis personnel . 8Bibliography .17BS ISO 18436-5:2012ISO 18436-5:2012(E)ForewordISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International
11、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 organizations, governmental and non-governmental, in liaison with ISO, al
12、so take part in the work. ISO collaborates closely with the International 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 committee
13、s is to prepare International Standards. Draft International Standards 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 possibi
14、lity 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.ISO 18436-5 was prepared by Technical Committee ISO/TC 108, Mechanical vibration, shock and condition monitoring, Subcommittee SC 5, Co
15、ndition monitoring and diagnostics of machines.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 parties and the assessment process Part
16、2: Vibration condition monitoring 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: ThermographyThe following part is under preparation: Part 8: UltrasoundThe following
17、part is planned: Part 9: Condition monitoring specialistsiv ISO 2012 All rights reservedBS ISO 18436-5:2012ISO 18436-5:2012(E)IntroductionUsing lubricant analysis to monitor condition and diagnose faults in machinery is a key activity in predictive maintenance programmes for most industries. Other n
18、on-intrusive technologies including thermography, vibration analysis, acoustic emission, and motor current analysis are used as complementary condition analysis tools. Those in the manufacturing industry who have diligently and consistently applied these techniques have experienced a return on inves
19、tment far exceeding their expectations. However, the effectiveness of these programmes depends on the capabilities of individuals who perform the measurements and analyse the data.A programme, administered by an assessment body, has been developed to train and assess the competence of personnel whos
20、e duties require the appropriate theoretical and practical knowledge of machinery monitoring and diagnostics.This part of ISO 18436 defines the requirements against which personnel in the non-intrusive machinery condition monitoring and diagnostics technologies associated with laboratory lubricant a
21、nalysis for machinery condition monitoring are to be qualified and the methods of assessing such personnel. ISO 2012 All rights reserved vBS ISO 18436-5:2012BS ISO 18436-5:2012Condition monitoring and diagnostics of machines Requirements for qualification and assessment of personnel Part 5: Lubrican
22、t laboratory technician/analyst1 ScopeThis part of ISO 18436 specifies the requirements for qualification and assessment of personnel who perform machinery condition monitoring and diagnostics using laboratory-based lubricant analysis.A certificate or declaration of conformity to this part of ISO 18
23、436 provides recognition of the qualifications and competence of individuals to perform laboratory-based lubricant analysis for machinery condition monitoring. It is possible that this procedure is not applicable to specialized equipment or other specific situations.This part of ISO 18436 covers a t
24、hree-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 application. For dated references, only the edition cited applie
25、s. For undated references, the latest edition of the referenced document (including any amendments) applies.Table A.3 provides comments on the degree of equivalence between the ISO and ASTM standards on the same subjects.ISO 1523, Determination of flash point Closed cup equilibrium methodNOTE Techni
26、cally equivalent to ASTM D3828.ISO 2592, Determination of flash and fire points Cleveland open cup methodNOTE Technically equivalent to ASTM D92.ISO 2719, Determination of flash point PenskyMartens closed cup methodNOTE Technically equivalent to ASTM D93.ISO 2909, Petroleum products Calculation of v
27、iscosity index from kinematic viscosityNOTE Technically equivalent to ASTM D2270.ISO 3104, Petroleum products Transparent and opaque liquids Determination of kinematic viscosity and calculation of dynamic viscosityNOTE Technically equivalent to ASTM D445.ISO 3679, Determination of flash point Rapid
28、equilibrium closed cup method NOTE Technically equivalent to ASTM D3828.ISO 3733, Petroleum products and bituminous materials Determination of water Distillation methodNOTE Technically equivalent to ASTM D95.ISO 3771, Petroleum products Determination of base number Perchloric acid potentiometric tit
29、ration methodINTERNATIONAL STANDARD ISO 18436-5:2012(E) ISO 2012 All rights reserved 1BS ISO 18436-5:2012ISO 18436-5:2012(E)NOTE Technically equivalent to ASTM D2896.ISO 4406, Hydraulic fluid power Fluids Method for coding the level of contamination by solid particlesISO 6247, Petroleum products Det
30、ermination of foaming characteristics of lubricating oilsNOTE Technically equivalent to ASTM D892.ISO 6614, Petroleum products Determination of water separability of petroleum oils and synthetic fluidsNOTE Technically equivalent to ASTM D1401.ISO 6618, Petroleum products and lubricants Determination
31、 of acid or base number Colour-indicator titration methodNOTE Technically equivalent to ASTM D974.ISO 6619, Petroleum products and lubricants Neutralization number Potentiometric titration methodISO 9120, Petroleum and related products Determination of air-release properties of steam turbine and oth
32、er oils Impinger methodNOTE Technically equivalent to ASTM D3427. ISO 10337, Crude petroleum Determination of water Coulometric Karl Fischer titration methodNOTE Technically equivalent to ASTM D6304.ISO 11171, Hydraulic fluid power Calibration of automatic particle counters for liquidsISO 11500, Hyd
33、raulic fluid power Determination of the particulate contamination level of a liquid sample by automatic particle counting using the light-extinction principleISO 12937, Petroleum products Determination of water Coulometric Karl Fischer titration methodNOTE Technically equivalent to ASTM D6304.ISO 13
34、372, Condition monitoring and diagnostics of machines VocabularyISO 13736, Determination of flash point Abel closed-cup methodNOTE Technically equivalent to ASTM D3828.ISO/IEC 17025, General requirements for the competence of testing and calibration laboratoriesISO 18436-1:, Condition monitoring and
35、 diagnostics of 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 t
36、raining bodies and the training processASTM D664, Standard Test Method for Acid Number of Petroleum Products by Potentiometric TitrationASTM D893, Standard Test Method for Insolubles in Used Lubricating OilsASTM D2272, Standard Test Method for Oxidation Stability of Steam Turbine Oils by Rotating Pr
37、essure VesselASTM D2982, Standard Test Methods for Detecting Glycol-Base Antifreeze in Used Lubricating OilsASTM D3524, Standard Test Method for Diesel Fuel Diluent in Used Diesel Engine Oils by Gas ChromatographyASTM D3525, Standard Test Method for Gasoline Diluent in Used Gasoline Engine Oils by G
38、as ChromatographyASTM D4739, Standard Test Method for Base Number Determination by Potentiometric Hydrochloric Acid Titration2 ISO 2012 All rights reservedBS ISO 18436-5:2012ISO 18436-5:2012(E)ASTM D5185, Standard Test Method for Determination of Additive Elements, Wear Metals, and Contaminants in U
39、sed Lubricating Oils and Determination of Selected Elements in Base Oils by Inductively Coupled PlasmaAtomic Emission Spectrometry (ICPAES)ASTM D5967, Standard Test Method for Evaluation of Diesel Engine Oils in T-8 Diesel EngineASTM D6595, Standard Test Method for Determination of Wear Metals and C
40、ontaminants in Used Lubricating Oils or Used Hydraulic Fluids by Rotating Disc Electrode Atomic Emission SpectrometryASTM D7418, Standard Practice for Set-Up and Operation of Fourier Transform Infrared (FTIR) Spectrometers for In-Service Oil Condition MonitoringASTM E169, Standard Practices for Gene
41、ral Techniques of UltravioletVisible Quantitative Analysis3 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 frict
42、ion and reducing the wear between themISO 18436-4:, 3.1Note 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 results
43、ISO 18436-4:, 3.24 Classification of personnel (laboratory 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 shall have demonstrated the necessary ski
44、lls in laboratory-based 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 all the knowledge and skills exp
45、ected of personnel classified as category II.4.2 Category IIndividuals classified as category I are qualified to perform simple tasks related to the proper handling and testing, in a laboratory setting, of machinery lubricant samples according to established and recognized procedures. Personnel clas
46、sified as category I shall be able to:a) properly and safely receive and handle lubricant samples;b) ensure laboratory testing equipment is within calibration, as per specified procedures;c) recognize sources of error;d) be capable of preventing and controlling errors related to handling, testing an
47、d data; ISO 2012 All rights reserved 3BS ISO 18436-5:2012ISO 18436-5:2012(E)e) perform testing using established procedures and standards, with an understanding of the common laboratory tests;f) report results as determined by established criteria, identifying whether data obtained through the testi
48、ng is reasonable;g) inspect data from individual test methods only;h) demonstrate basic quality knowledge and good laboratory practices.4.3 Category IIIndividuals classified as category II are qualified to perform sample analysis and interpretation. Personnel classified as category II shall be able
49、to:a) set-up routine testing schedules and test slates;b) verify calibration of laboratory instruments as per specified procedures;c) recognize all forms of lubricant contamination and be able to undertake all associate test methods, recognize data which is a change from the norm;d) diagnose lubricant failure mechanisms and modes;e) perform wear particle testing and basic analysis;f) customise tests and perform sample analysis and interpretation;g) report
