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ISO Category III Vibration Analyst - Advanced

Is intended for personnel who have at least two years vibration analysis experience and Category II certification by a recognized certification body. The course provides an in-depth study of diagnostic measurement techniques and the associated applications of the techniques 

The Category-III course covers four days, with an additional day for review and the exam, is intended for people who are confident with spectrum analysis but who wish to push on and learn more about signal processing, time waveform and phase analysis, cross-channel testing, machine dynamics, and fault correction. If you wish to truly advance in vibration analysis and be able to run a successful condition monitoring team, then you are ready for this course. The course exceeds the ISO 18436-2 Category III standard and meets the ASNT Level III Recommended Practice.

You will leave the course with a solid understanding of:

  • How a well-designed program and the RCM approach will improve the OEE and the bottom line
  • The condition monitoring technologies – via supplementary training
  • How to select the correct measurement location and axis, and collect good, repeatable measurements
  • What the Fmax, resolution, averaging and other singlechannel and cross-channel analyzer settings mean, and how to select the optimum settings
  • How to analyze vibration spectra, time waveform, envelope, and phase measurements
  • How to diagnose a wide range of fault conditions
  • How mass, stiffness and damping affects the natural frequency of a structure
  • How to use phase readings, bump tests, impact tests, negative averaging, peak-hold averaging, transient, ODS, modal analysis to determine natural frequencies and visualize machine movement
  • How to balance and align a machine, correct a resonance conditions, and employ isolation.


Signal processing and data acquisition

Review of condition monitoring technologies and the ISO standards

Signal processing and data acquisition

  • Filters: Low pass, band pass, high pass, band stop
  • Signal to noise ratio
  • Analog and digital integration
  • Testing low speed machines
  • Sampling, aliasing, dynamic range
  • Resolution, Fmax, data collection time
  • Averaging: linear, overlap, peak hold, negative averaging, time synchronous
  • Windowing and leakage
  • Order tracking
  • Cross channel testing
  • Correlation and coherence

Time waveform analysis

  • Collecting data - ensuring you have the correct setup
  • When should you use time waveform analysis
  • Diagnosing unbalance, misalignment, bend shaft, eccentricity, cocked bearing,

Phase analysis

  • Collecting data
  • Bubble diagrams
  • Diagnosing unbalance, misalignment, bent shaft, eccentricity, cocked bearing, resonance, looseness and other conditions

Dynamics (natural frequencies and resonance)

  • Natural frequencies and resonances
  • Mass, stiffness and damping
  • SDOF and MDOF

Testing for natural frequencies

  • Run-up coast down tests
  • Bode plots and Nyquist (polar) plots
  • Impact and bump tests
  • Analysis of induction motors

Operating Deflection Shape (ODS) analysis

  • Can we prove the existing of a natural frequency?
  • Visualizing vibration
  • Setting up the job
  • Collecting phase readings correctly
  • Interpreting the deflection shape

Modal analysis and intro to FEA

  • How does modal analysis differ from ODS?
  • How does Finite Element Analysis (FEA) differ from modal analysis
  • A quick review of the modal testing process

Correcting resonances

  • The effect of mass and stiffness
  • Beware of nodal points
  • Adding damping
  • A 'trial and error' approach
  • A 'scientific' approach
  • Isolation
  • Tuned absorbers and tuned mass dampers

Rolling element bearing fault detection

  • Why do bearings fail?
  • Cocked bearing, sliding on shaft or inside housing, looseness
  • EDM and DC motors and VFDs
  • Bearing frequencies and what to do when you don't have all the details
  • The four stages of bearing degradation
  • Ultrasound
  • High frequency detection techniques
  • Shock Pulse, Spike Energy, Peak Vue, and other techniques
  • Demodulation/enveloping
  • Selecting the correct filter settings
  • Spectrum analysis
  • Time waveform analysis
  • Low speed bearings

Journal bearing fault detection

  • What are journal bearings
  • Measuring displacement
  • Introduction to orbit plots
  • Using your analyzer to acquire orbit plots
  • Introduction to centerline diagrams
  • Eccentricity ratio
  • Glitch removal
  • How the orbit changes with pre-load, unbalance, misalignment, instabilities, oil whir and whip

Electric motor testing

  • How do motors work?
  • Diagnosing a range of fault conditions: eccentric rotor, eccentric stator, soft foot, phasing, broken rotor bars, rotor bar and stator slot

Pumps, fans and compressors

  • Unique fault conditions
  • Flow turbulence, recirculation, cavitation

Gearbox fault detection

  • Spectrum analysis versus time waveform analysis
  • Wear particle analysis
  • Gearmesh, gear assembly phase frequency (and common factors)
  • Tooth load, broken teeth, gear eccentricity and misalignment, backlash and more

Corrective action

  • General maintenance repair activities
  • Review of the balancing process and ISO balance grades
  • Review of shaft alignment procedures

Running a successful condition monitoring program

  • Setting baselines
  • Setting alarms: band, envelope/mask, statistical
  • Setting goals and expectations (avoiding common problems)
  • Report generation
  • Reporting success stories 

Acceptance testing

Review of ISO standards