ISO 18436-2:2014
(Main)Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 2: Vibration condition monitoring and diagnostics
Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 2: Vibration condition monitoring and diagnostics
ISO 18436-2:2014 specifies requirements for the training, relevant experience, and examination of personnel performing condition monitoring and diagnostics of machines using vibration analysis (VA). A certificate or declaration of conformity to the requirements of ISO 18436-2:2014 in accordance with ISO 18436-1, provides recognition and evidence that individuals are able to perform vibration measurements and analysis for machinery condition monitoring and diagnostics using a range of vibration measurement equipment. ISO 18436-2:2014 specifies a four-category classification programme that is based on the technical areas delineated herein.
Surveillance et diagnostic d'état des machines — Exigences relatives à la qualification et à l'évaluation du personnel — Partie 2: Surveillance des vibrations et diagnostic d'état des machines
L'ISO 18436-2:2014 spécifie les exigences relatives à la formation, à l'expérience et au contrôle du personnel chargé de la surveillance et du diagnostic d'état des machines à l'aide de l'analyse des vibrations. Un certificat ou une déclaration de conformité aux exigences de la présente partie de l'ISO 18436-2:2014 conformément à l'ISO 18436‑1, permet de garantir et d'attester que les personnes sont capables d'effectuer des mesurages et des analyses des vibrations pour la surveillance et le diagnostic d'état des machines à l'aide d'un équipement de mesurage des vibrations. L'ISO 18436-2:2014 spécifie un programme de classification en quatre catégories qui repose sur les domaines techniques décrits dans le présent document.
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Standards Content (Sample)
DRAFT INTERNATIONAL STANDARD ISO/DIS 18436-2
ISO/TC 108/SC 5 Secretariat: ANSI
Voting begins on Voting terminates on
2011-01-13 2011-06-13
INTERNATIONAL ORGANIZATION FOR STANDARDIZATION  •  МЕЖДУНАРОДНАЯ ОРГАНИЗАЦИЯ ПО СТАНДАРТИЗАЦИИ  •  ORGANISATION INTERNATIONALE DE NORMALISATION
Condition monitoring and diagnostics of machines —
Requirements for qualification and assessment of personnel —
Part 2:
Vibration condition monitoring
Surveillance et diagnostic d'état des machines — Exigences relatives à la qualification et à l'évaluation du
personnel —
Partie 2: Surveillance des vibrations
[Revision of first edition (ISO 18436-2:2003)]
ICS 03.100.30; 17.160
In accordance with the provisions of Council Resolution 15/1993 this document is circulated in
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Conformément aux dispositions de la Résolution du Conseil 15/1993, ce document est distribué
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REFERRED TO AS AN INTERNATIONAL STANDARD UNTIL PUBLISHED AS SUCH.
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©  International Organization for Standardization, 2011
ISO/DIS 18436-2
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photocopying, recording or otherwise, without prior written permission being secured.
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ii © ISO 2011 – All rights reserved
ISO/DIS 18436-2
Contents Page
Foreword . iv
Introduction . v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Classification of personnel . 2
4.1 General . 2
4.2 Category I . 2
4.3 Category II . 3
4.4 Category III . 3
4.5 Category IV . 4
5 Eligibility . 4
5.1 General . 4
5.2 Education . 4
5.3 Training. 5
5.3.1 Introduction . 5
5.3.2 Additional training on machine knowledge 5
5.3.3 Mature candidate entry (Categories I, II and III only) . 5
5.4 Experience . 6
6 Examination . 6
6.1 Content . 6
6.2 Examination conduct . 7
Annex A (normative) Training course requirements . 8
Annex B (informative) Training syllabus - Applicable ISO Standards . 11
Bibliography . 13
DRAFT 2011
ISO/DIS 18436-2
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national 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 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.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees 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 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.
ISO 18436-2 was prepared by Technical Committee ISO/TC 108, Mechanical vibration, shock and condition
monitoring, Subcommittee SC 5, Condition monitoring and diagnostics of machine.
This second edition cancels and replaces the first edition which has been technically revised.
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 bodies and the assessment process
 Part 2: Vibration condition monitoring
 Part 3: Requirements for training bodies and the training process
 Part 4: Field lubricant analysis
 Part 5: Lubricant laboratory analyst (under preparation)
 Part 6: Acoustic emission
 Part 7: Thermography
Annex A is a normative part of ISO 18436-2.
iv © ISO 2010 – All rights reserved
DRAFT 2011
ISO/DIS 18436-2
Introduction
Vibration analysis using measurements to monitor condition and diagnose faults in machinery has become a
key activity in predictive maintenance programmes for many industries. Other condition monitoring
technologies including infrared thermography, acoustic emission, lubricant analysis, wear debris, 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 investment 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 (see ISO 18436-1 for definition), is developed to train
and assess the competence of personnel whose duties require the appropriate theoretical and practical
knowledge and relevant experience in vibration analysis for machinery condition monitoring.
This part of ISO 18436 defines the requirements against which personnel associated with vibration analysis
for machinery condition monitoring are to be qualified and the methods of assessing such personnel.
DRAFT 2011
DRAFT INTERNATIONAL STANDARD ISO/DIS 18436-2
Condition monitoring and diagnostics of machines —
Requirements for qualification and assessment of personnel —
Part 2: Vibration condition monitoring
1 Scope
This part of ISO 18436 specifies requirements for the qualification, training, relevant experience and
assessment of personnel performing machinery condition monitoring using vibration analysis.
A certificate or declaration of conformity to the requirements of this standard, in accordance with ISO 18436-1,
will provide recognition and evidence of the qualifications and competence of individuals to perform vibration
measurements and analysis for machinery condition monitoring using vibration measurement equipment.
This part of ISO 18436 specifies a four-category classification programme that is based on the technical areas
delineated herein.
2 Normative references
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.
ISO 2041, Mechanical vibration, shock and condition monitoring – Vocabulary
ISO 13372, Condition monitoring and diagnostics of machines – Vocabulary
ISO 21940-2, Mechanical vibration — Rotor balancing – Part 2: Vocabulary (formerly ISO 1925)
ISO/IEC 17024, Conformity assessment – General requirements for bodies operating certification of persons
ISO/IEC 17050-1, Conformity assessment -- Supplier's declaration of conformity -- Part 1: General
requirements
ISO/IEC 17050-2, Conformity assessment -- Supplier's declaration of conformity -- Part 2: Supporting
documentation
ISO 18436-1, Condition monitoring and diagnostics of machines – Requirements for qualification and
assessment of personnel – Part 1: Requirements for assessment bodies and the assessment process
ISO 18436-3, Condition monitoring and diagnostics of machines – Requirements for qualification and
assessment of personnel – Part 3: Requirements for training bodies and the training process
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 2041, ISO 13372, ISO 18436-1, ISO
17024, ISO 17050,and ISO 21940-2 apply.
DRAFT 2011
ISO/DIS 18436-2
4 Classification of personnel
4.1 General
Depending upon their qualifications and experience in vibration analysis, individuals meeting the requirements
of this standard shall be classified in one of four categories. They shall have demonstrated competence
appropriate to their classification category, as indicated in Annex A, in the concepts of machine condition
monitoring using vibration analysis.
The classification of individuals at all categories shall be subject to the scope and any limitations of the award
issued by the assessing body. Authority to work shall be limited or specified by the employer or client.
Individuals shall provide recommendations based on the limits of their training and experience. This
qualification shall not allow a practitioner to make recommendations or give advice that may affect plant
design, safety or operation without discussion with, and approval from, the appropriate plant
specialist/manager and/or operator
 ...
INTERNATIONAL ISO
STANDARD 18436-2
Second edition
2014-05-01
Condition monitoring and diagnostics
of machines — Requirements for
qualification and assessment of
personnel —
Part 2:
Vibration condition monitoring and
diagnostics
Surveillance et diagnostic d’état des machines — Exigences relatives à
la qualification et à l’évaluation du personnel —
Partie 2: Surveillance des vibrations et diagnostic d’état des machines
Reference number
©
ISO 2014
© ISO 2014
All rights reserved. Unless otherwise specified, no part of this publication 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 ISO’s member body in the country of
the requester.
ISO copyright office
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Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail copyright@iso.org
Web www.iso.org
Published in Switzerland
ii © ISO 2014 – All rights reserved
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Classification of personnel . 1
4.1 General . 1
4.2 Category I . 2
4.3 Category II . 2
4.4 Category III . 3
4.5 Category IV . 4
5 Eligibility. 4
5.1 General . 4
5.2 Education . 4
5.3 Training . 5
5.4 Experience . 5
6 Examination . 6
6.1 Content . 6
6.2 Examination conduct . 6
Annex A (normative) Training course requirements . 7
Annex B (normative) Applicable International Standards .34
Bibliography .36
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national 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
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 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/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 in 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 related to conformity
assessment, as well as information about ISO’s adherence to the WTO principles in the Technical Barriers
to Trade (TBT) see the following URL: Foreword - Supplementary information
The committee responsible for this document is ISO/TC 108, Mechanical vibration, shock and condition
monitoring, Subcommittee SC 5, Condition monitoring and diagnostics of machine systems.
This second edition cancels and replaces the first edition (ISO 18436-2:2003), of which it is a minor
revision.
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 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 analysis
— Part 5: Lubricant laboratory technician/analyst
— Part 6: Acoustic emission
— Part 7: Thermography
— Part 8: Ultrasound
The following part is planned:
— Part 9: Condition monitoring specialists
iv © ISO 2014 – All rights reserved
Introduction
Non-intrusive technologies used in condition monitoring and fault diagnosis include vibration, infrared
thermography, oil and wear debris analysis, acoustic and ultrasonic analysis, and electric signature
analysis.
Those in 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 and analyse the
data.
A programme, specified in this part of ISO 18436, has been developed to train and assess the competence
of personnel whose duties require the appropriate theoretical and practical knowledge and relevant
experience in VA for machinery condition monitoring and diagnostics.
This part of ISO 18436 defines the requirements against which personnel associated with vibration
measurement and analysis for machinery condition monitoring and diagnostics are to be assessed, and
the methods of assessing such personnel. Applicants should be aware that employers and customers
are likely to have the greatest confidence in those vibration analysts certified by accredited bodies.
Alternately, applicants can choose to seek recognition from other party assessment bodies which may
provide the next lower level of confidence. Lastly, applicants may rely upon their own self-assessment
and declaration of competence but in doing so they should be aware that employers and customers are
likely to have the least confidence in this option.
INTERNATIONAL STANDARD ISO 18436-2:2014(E)
Condition monitoring and diagnostics of machines —
Requirements for qualification and assessment of
personnel —
Part 2:
Vibration condition monitoring and diagnostics
1 Scope
This part of ISO 18436 specifies requirements for the training, relevant experience, and examination of
personnel performing condition monitoring and diagnostics of machines using vibration analysis (VA).
A certificate or declaration of conformity to the requirements of this part of ISO 18436 in accordance
with ISO 18436-1, provides recognition and evidence that individuals are able to perform vibration
measurements and analysis for machinery condition monitoring and diagnostics using a range of
vibration measurement equipment.
This part of ISO 18436 specifies a four-category classification programme that is based on the technical
areas delineated herein.
2 Normative references
The 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 applies. For undated
references, the latest edition of the referenced document (including any amendments) applies.
ISO 1925, Mechanical vibration — Balancing — Vocabulary
ISO 2041, Mechanical vibration, shock and condition monitoring — Vocabulary
ISO 13372, Condition monitoring and diagnostics of machines — Vocabulary
ISO 18436-1, Condition monitoring and diagnostics of machines — Requirements for qualification and
assessment of personnel — Part 1: Requirements for assessment bodies and the assessment process
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 1925, ISO 2041, ISO 13372, ,
and ISO 18436-1 apply.
4 Classification of personnel
4.1 General
Depending upon their competence in VA, individuals meeting the requirements of this part of ISO 18436
shall be classified in one of four categories (4.2 to 4.5). They shall have demonstrated competence
appropriate to their classification category as indicated in Annex A, in the concepts of machine condition
monitoring using VA.
The classification of individuals at all categories shall be subject to the scope and any limitations of the
award issued by the assessing body. Authority to work shall be limited or specified by the employer or
client. Individuals shall provide recommendations based on the limits of their training and experience.
This declaration shall not allow a practitioner to make recommendations or give advice that may affect
plant design, safety or operation without discussion with, and approval from, the appropriate plant
specialist, manager or operator. The limits of the practitioner are specified in this clause whereas the
limits of liability shall be agreed between the practitioner and their employer or client.
The classification category of the practitioner and any requirements for additional knowledge to work
with specific equipment shall be subject to agreement between the customer and service supplier. This
qualification shall provide the practitioner with sufficient knowledge to be able to make measurements
and interpret data as appropriate for their category. In addition, the applicability of the qualification
to a particular specialized machine type or types should be verified by the client through reference
to the previous experience and training of the practitioner. It is recognized that different industrial
applications require knowledge of varying aspects of VA. Using supporting documented evidence, the
supplier of the VA service shall be able to demonstrate to the employer or client, that staff carrying out
work has the appropriate machine knowledge and experience.
Where an individual has specialized knowledge in a particular concept of VA or in specific types of
machinery, they may be capable, when approved by the client or employer, of working beyond their
qualification classification category. Their certificate or declaration of conformity from the assessment
body shall remain as it was at the time it was issued.
In 4.2 to 4.5, an outline is given of the typical competencies and skills required in each category. Detailed
recommended topi
 ...
NORME ISO
INTERNATIONALE 18436-2
Deuxième édition
2014-05-01
Surveillance et diagnostic d’état des
machines — Exigences relatives à
la qualification et à l’évaluation du
personnel —
Partie 2:
Surveillance des vibrations et
diagnostic d’état des machines
Condition monitoring and diagnostics of machines — Requirements
for qualification and assessment of personnel —
Part 2: Vibration condition monitoring and diagnostics
Numéro de référence
©
ISO 2014
DOCUMENT PROTÉGÉ PAR COPYRIGHT
© ISO 2014
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Publié en Suisse
ii © ISO 2014 – Tous droits réservés
Sommaire Page
Avant-propos . 3
Introduction . 4
1 Domaine d’application . 1
2 Références normatives . 1
3 Termes et définitions . 1
4 Classification du personnel . 1
4.1 Généralités . 1
4.2 Catégorie I . 2
4.3 Catégorie II . 3
4.4 Catégorie III . 3
4.5 Catégorie IV . 4
5 Conditions d’admission . 5
5.1 Généralités . 5
5.2 Études . 5
5.3 Formation . 5
5.3.1 Formation de base . 5
5.3.2 Formation complémentaire sur la connaissance des machines . 6
5.4 Expérience . 6
6 Examens . 6
6.1 Contenu . 6
6.2 Déroulement des examens . 7
Annexe A (normative) Exigences de formation . 8
Annexe B (normative)		Normes internationales applicables . 44
Bibliographie . 47
©	ISO	2014	–	Tous	droits	réservés
iii
Avant-propos
L'ISO	(Organisation	internationale	de	normalisation)	est	une	fédération	mondiale	d'organismes
nationaux	de	normalisation	(comités	membres	de	l'ISO).	L'élaboration	des	Normes	internationales	est
en	général	confiée	aux	comités	techniques	de	l'ISO.	Chaque	comité	membre	intéressé	par	une	étude	a	le
droit	de	faire	partie	du	comité	technique	créé	à	cet	effet.	Les	organisations	internationales,
gouvernementales	et	non	gouvernementales,	en	liaison	avec	l'ISO	participent	également	aux	travaux.
L'ISO	collabore	étroitement	avec	la	Commission	électrotechnique	internationale	(IEC)	en	ce	qui
concerne	la	normalisation	électrotechnique.
Les	procédures	utilisées	pour	élaborer	le	présent	document	et	celles	destinées	à	sa	mise	à	jour	sont
décrites	dans	les	Directives	ISO/IEC,	Partie	1.	Il	convient,	en	particulier	de	prendre	note	des	différents
critères	d'approbation	requis	pour	les	différents	types	de	documents	ISO.	Le	présent	document	a	été
rédigé	 conformément	 aux	 règles	 de	 rédaction	 données	 dans	 les	 Directives	 ISO/IEC,	 Partie	2
(voir	www.iso.org/directives).
L'attention	est	appelée	sur	le	fait	que	certains	des	éléments	du	présent	document	peuvent	faire	l'objet
de	droits	de	propriété	intellectuelle	ou	de	droits	analogues.	L'ISO	ne	saurait	être	tenue	pour
responsable	de	ne	pas	avoir	identifié	de	tels	droits	de	propriété	et	averti	de	leur	existence.	Les	détails
concernant	les	références	aux	droits	de	propriété	intellectuelle	ou	autres	droits	analogues	identifiés
lors	de	l'élaboration	du	document	sont	indiqués	dans	l'Introduction	et/ou	dans	la	liste	des	déclarations
de	brevets	reçues	par	l'ISO	(voir	www.iso.org/brevets).
Les	appellations	commerciales	éventuellement	mentionnées	dans	le	présent	document	sont	données
pour	information,	par	souci	de	commodité	à	l’intention	des	utilisateurs	et	ne	sauraient	constituer	un
engagement.
Pour	une	explication	de	la	signification	des	termes	et	expressions	spécifiques	de	l’ISO	liés	à	l’évaluation
de	la	conformité,	ou	pour	toute	information	au	sujet	de	l’adhésion	de	l’ISO	aux	principes	de	l’OMC
concernant	les	obstacles	techniques	au	commerce	(OTC),	voir	le	lien	suivant:	Avant‐propos	—
Informations	supplémentaires.
Le	comité	chargé	de	l'élaboration	du	présent	document	est	l'ISO/TC	108,	 Vibrations et chocs
mécaniques, et leur surveillance, sous‐comité	SC	5, Surveillance et diagnostic d’état des systèmes de
machines.
Cette	deuxième	édition	annule	et	remplace	la	première	édition	(ISO	18436‐2:2003),	dont	elle	constitue
une	révision	mineure.
L'ISO	18436	comprend	les	parties	suivantes,	présentées	sous	le	titre	général	Surveillance et diagnostic
d'état des machines	— Exigences relatives à la qualification et à l'évaluation du personnel	:
—	 Partie 1 : Exigences relatives aux organismes d'évaluation et au processus d'évaluation
—	 Partie 2 : Surveillance des vibrations et diagnostic d’état des machines
—	 Partie 3 : Exigences relatives aux organismes de formation et au processus de formation
—	 Partie 4 : Analyse de la lubrification sur le terrain
—	 Partie 5 : Technicien/analyste de laboratoire d’analyse de lubrifiants
—	 Partie 6 : Émission acoustique
—	 Partie 7 : Thermographie
—	 Partie 8 : Ultrasons
La	partie	suivante	est	prévue	:
—	 Partie 9 : Spécialistes de la surveillance
iv ©	ISO	2014	–	Tous	droits	réservés
Introduction
Les	technologies	non	intrusives	utilisées	dans	le	cadre	de	la	surveillance	d’état	et	du	diagnostic	de
défaillance	comprennent	l’analyse	des	vibrations,	la	thermographie	infrarouge,	l’analyse	des	lubrifiants,
l’analyse	émission	acoustique	et	ultrasonore,	ainsi	que	l’analyse	du	courant	électrique.
Les	entreprises	de	l'industrie	de	transformation	qui	ont	appliqué	assidûment	et	régulièrement	ces
techniques	ont	bénéficié	d'un	retour	sur	investissement	qui	dépassait	de	loin	leurs	attentes.	Toutefois,
l’efficacité	de	ces	programmes	dépend	des	capacités	des	personnes	qui	réalisent	les	mesurages	et
analysent	les	données.
Un	programme,	spécifié	dans	la	présente	partie	de	l’ISO	18436,	a	été	développé	pour	former	et	évaluer
les	compétences	du	personnel	dont	le	travail	nécessite	de	posséder	des	connaissances	théoriques	et
pratiques	appropriées	ainsi	qu’une	expérience	en	analyse	des	vibrations	dans	le	domaine	de	la
surveillance	et	du	diagnostic	d’état	des	machines.
La	présente	partie	de	l’ISO	18436	définit	les	exigences	d’évaluation	du	personnel	chargé	du	mesurage	et
de	l’analyse	des	vibrations	pour	la	surveillance	et	le	diagnostic	d’état	des	machines	ainsi	que	les
méthodes	d’évaluation	de	ce	personnel.	Il	convient	que	les	participants	sachent	que	les	employeurs	et
les	clients	sont	susceptibles	d’avoir	une	totale	confiance	en	ces	analystes	vibratoires	certifiés	par	des
organismes	agréés.	Sinon,	les	participants	peuvent	choisir	d’être	reconnus	par	des	organismes
d’évaluation	tiers	qui	peuvent	garantir	le	niveau	de	confiance	juste	en‐dessous.	Enfin,	ils	peuvent	se
fonder	sur	leur	propre	auto‐évaluation	et	sur	leur	déclaration	de	compétences.	Toutefois,	en	faisant
cela,	il	convient	qu’ils	sachent	que	les	employeurs	et	les	clients	risquent	d’avoir	très	peu	confiance	en
cette	option.
©	ISO	2014	–	Tous	droits	réservés
v
NORME INTERNATIONALE ISO 18436-2:2014(F)
Surveillance et diagnostic d’état des machines — Exigences
relatives à la qualification et à l’évaluation du personnel —
Partie 2 : Surveillance des vibrations et diagnostic d’état des
machines
1 Domaine d’application
La	présente	partie	de	l’ISO	18436	spécifie	les	exigences	relatives	à	la	formation,	à	l’expérience	et	au
contrôle	du	personnel	chargé	de	la	surveillance	et	du	diagnostic	d’état	des	machines	à	l’aide	de	l’analyse
des	vibrations.
Un	certificat	ou	une	déclaration	de	conformité	aux	exigences	de	la	présente	partie	de	l’ISO	18436
conformément	à	l’ISO	18436‐1,	permet	de	garantir	et	d’attester	que	les	personnes	sont	capables
d’effectuer	des	mesurages	et	des	analyses	des	vibrations	pour	la	surveillance	et	le	diagnostic	d’état	des
machines	à	l’aide	d’un	équipement	de	mesurage	des	vibrations.La	présente	partie	de	l’ISO	18436
spécifie	un	programme	de	classification	en	quatre	catégories	qui	repose	sur	les	domaines	techniques
décrits	dans	le	présent	document.
2 Références normatives
Les	documents	ci‐après,	dans	leur	intégralité	ou	non,	sont	des	références	normatives	indispensables	à
l’application	du	présent	document.	Pour	les	références	datées,	seule	l'édition	citée	s'applique.	Pour	les
références	non	datées,	la	dernière	édition	du	document	de	référence	s'applique	(y	compris	les	éventuels
amendements).
ISO	1925,	Vibrations mécaniques — Équilibrage — Vocabulaire.
ISO	2041,	Vibrations et chocs mécaniques, et leur surveillance — Vocabulaire.
ISO	13372,	Surveillance et diagnostic d’état des machines — Vocabulaire.
ISO	18436‐1,	 Surveillance et diagnostic d'état des machines — Exigences relatives à la qualification et à
l’évaluation du personnel — Partie 1 : Exigences relatives aux organismes d'évaluation et au mode
opératoire d'évaluation.
3 Termes et définitions
Pour	les	besoins	du	présent	document,	les	termes	et	définitions	donnés	dans	l’ISO	1925,	l’ISO	2041,
l’ISO	13372	et	l’ISO	18436‐1	s’appliquent.
4 Classification du personnel
4.1 Généralités
Selon	leurs	compétences	en	analyse	des	vibrations,	les	personnes	répondant	aux	exigences	de	la
présente	partie	de	l’ISO	18436	doivent	être	classées	dans	l’une	des	quatre	catégories	(4.2	à	4.5).	Ils
doivent	avoir	démontré	des	compétences	appropriées	à	leur	catégorie	de	classification,	comme	indiqué
©	ISO	2014	–	Tous	droits	réservés	 1
dans	l’Annexe	A,	dans	le	domaine	de	la	surveillance	d’état	des	machines	basée	sur	l’analyse	des
vibrations.
La	classification	des	personnes	dans	toutes	les	catégories	doit	faire	partie	du	domaine	d’application	et
toute	restriction	d’attribution	doit	être	délivrée	par	l’organisme	d’évaluation.	L’autorisation	de	travail
doit	être	limitée	ou	spécifiée	par	l’employeur	ou	le	client.	Les	personnes	doivent	fournir	des
recommandations	sur	la	base	des	limites	de	leur	formation	et	de	leur	expérience.	Cette	déclaration
n’autorise	pas	un	technicien	à	faire	des	recommandations	ou	à	donner	des	conseils	susceptibles
d’affecter	le	plan,	la	sécurité	ou	le	fonctionnement	des	installations	industrielles	en	l’absence	de
discussion	avec	le	spécialiste,	le	responsable	ou	l’opérateur	de	l’installation,	et	de	son	approbation.	Les
limites	du	technicien	sont	spécifiées	dans	le	présent	paragraphe	alors	que	les	limites	de	responsabilité
doivent	faire	l’objet	d’un	accord	entre	le	technicien	et	son	employeur	ou	son	client.
La	catégorie	de	classification	du	technicien	et	les	exigences	relatives	aux	autres	connaissances	à
acquérir	pour	travailler	avec	un	équipement	spécifique	doivent	faire	l’objet	d’un	accord	entre	le	client
et	le	prestataire	de	services.	Cette	qualification	doit	permettre	au	technicien	d’acquérir	suffisamment	de
connaissances	pour	faire	les	mesurages	et	interpréter	les	données	en	fonction	de	sa	catégorie.	De	plus,	il
convient	que	l’applicabilité	de	la	qualification	pour	un	type	ou	des	types	particulier(s)	de	machines
spécialisées	soit	vérifiée	par	le	client	par	une	référence	à	l’expérience	antérieure	et	à	la	formation	du
technicien.	On	sait	que	plusieurs	applications	industrielles	nécessitent	de	connaître	différents	aspect
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