Major Work Activity C – Services mechanical power transmission components and systems

Task C-9 Services prime movers

Task Descriptor

Prime movers are the driver of the mechanical system and include equipment such as electric motors, turbines (for example wind, water, gas or steam) and internal combustion engines. They must be installed correctly and maintained properly to provide optimum power and torque to the driven systems and to ensure reliability of the prime mover. Servicing includes installing, diagnosing, maintaining and repairing.

C-9.01 Installs prime movers

Essential Skills

Numeracy, Document Use, Working with Others

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Performance Criteria

Evidence of Attainment

C-9.01.01P

select and use tools and equipment

tools and equipment are selected and used according to job and manufacturers’ specifications

C-9.01.02P

determine location and elevation for installation

location and elevation for installation is determined according to engineered drawings

C-9.01.03P

prepare foundation

foundation is prepared according to manufacturers’ specifications and engineered drawings

C-9.01.04P

prepare base, base plates, sole plates and structure

base, base plates, sole plates and structure are prepared using methods according to manufacturers’ specifications and engineered drawings

C-9.01.05P

prepare and inspect prime movers

prime movers are prepared and inspected for installation according to manufacturers’ specifications

C-9.01.06P

position prime movers

prime movers are positioned manually or with rigging, hoisting/lifting and moving equipment according to manufacturers' specifications

C-9.01.07P

secure, level and align prime mover

prime mover is secured, leveled and aligned with driven equipment according to site and manufacturers’ specifications, and engineered drawings

C-9.01.08P

install auxiliary systems

auxiliary systems are installed according to manufacturers’ specifications and engineered drawings

C-9.01.09P

verify rotation

rotation is checked prior to coupling by performing bump test

C-9.01.10P

connect prime mover to driven equipment

prime mover is connected to driven equipment using components according to engineered specifications and drawings

C-9.01.11P

install safety guards and safety devices

safety guards and safety devices are installed according to manufacturers’ specifications and jurisdictional regulations

C-9.01.12P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

tools and equipment include: torque wrenches, dial indicators, precision levels, optical or laser alignment equipment, piano wire, sound mic, hand tools

methods include: cleaning, deburring, degreasing, removing scale and debris

prime movers include: electric motors, turbines (for example wind, water, gas or steam), internal combustion engines, hydraulic drives

auxiliary systems include: lube pumps, filtration systems, cooling systems, equipment protection devices

components include: couplings, sheaves, sprockets, gear boxes, drive shafts, drive belts

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards

Knowledge

Learning Outcomes

Learning Objectives

C-9.01.01L

demonstrate knowledge of prime movers, their components and operation

define terminology associated with prime movers

identify types of prime movers and their components and accessories, and describe their purpose, applications and operation

C-9.01.02L

demonstrate knowledge of safety practices related to prime movers

identify hazards and describe safe work practices associated with prime movers

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of prime movers

C-9.01.03L

demonstrate knowledge of the procedures used to install prime movers

identify tools and equipment used to install prime movers and describe their applications and procedures

describe the procedures used to install prime movers and their components

Range of Variables

prime movers include: electric motors, turbines (for example wind, water, gas or steam), internal combustion engines

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

C-9.02 Diagnoses prime movers

Essential Skills

Thinking, Oral Communication, Document Use

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Skills

Performance Criteria

Evidence of Attainment

C-9.02.01P

obtain a description of the problem and symptoms

description of the problem and symptoms is obtained

C-9.02.02P

perform sensory inspection of prime movers

sensory inspection is performed

C-9.02.03P

select and use tools and equipment

tools and equipment are selected and used according to job and manufacturers’ specifications

C-9.02.04P

test and evaluate prime movers

prime movers are tested and evaluated by using specialized equipment and referring to manufacturers’ recommendations

C-9.02.05P

perform condition-based monitoring methods and analysis

condition-based monitoring methods and analysis are performed to detect defects not identified through sensory inspection

C-9.02.06P

inspect prime mover components

prime mover components are inspected for defects and to determine next steps

C-9.02.07P

remove and replace safety guards and safety devices

safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and jurisdictional regulations

C-9.02.08P

assess and detect faulty or damaged equipment

faulty or damaged equipment is assessed and detected to determine next steps

Range of Variables

sensory inspection includes: listening for excessive noise, smelling burned components, feeling for excessive vibration and heat, visually inspecting

prime movers include: electric motors, turbines (for example wind, water, gas or steam), internal combustion engines

tools and equipment include: torque wrenches, dial indicators, precision levels and measuring tools, optical or laser alignment equipment, piano wire, sound mic, hand tools

condition-based monitoring methods include: vibration monitoring, fluid analysis, thermography, ultrasonic, tribology, rotation speed monitoring

components include: couplings, sheaves, sprockets, gear boxes, drive shafts, drive belts

defects include: excessive wear, corrosion, looseness

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards

next steps include: repair, replace, overhaul, adjust, continue operation

Knowledge

Learning Outcomes

Learning Objectives

C-9.02.01L

demonstrate knowledge of prime movers, their components and operation

define terminology associated with prime movers

identify types of prime movers and their components and accessories, and describe their purpose, applications and operation

C-9.02.02L

demonstrate knowledge of safety practices related to prime movers

identify hazards and describe safe work practices associated with prime movers

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of prime movers

C-9.02.03L

demonstrate knowledge of the procedures used to diagnose prime movers

identify tools and equipment used to diagnose prime movers and describe their applications and procedures

describe the procedures used to inspect prime movers and their components

describe the procedures used to diagnose prime movers and their components

identify the factors to consider when determining if prime movers need to be repaired or replaced

Range of Variables

prime movers include: electric motors, turbines (for example wind, water, gas or steam), internal combustion engines

components include: couplings, sheaves, sprockets, gear boxes, drive shafts, drive belts, chain drives, fluid drives, bearings

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

C-9.03 Maintains prime movers

Essential Skills

Thinking, Working with Others, Document Use

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Skills

Performance Criteria

Evidence of Attainment

C-9.03.01P

inspect, modify and adjust prime movers

prime movers are inspected, modified and adjusted according to maintenance schedule using condition-based monitoring methods

C-9.03.02P

use tools and equipment

tools and equipment are used according to job and manufacturers’ specifications

C-9.03.03P

align components

components are aligned according to manufacturers’ specifications

C-9.03.04P

check coolant and lubricant levels, packing, seals and equipment protection devices

coolant and lubricant levels, packing, seals and equipment protection devices are checked according to manufacturers’ specifications and maintenance schedule

C-9.03.05P

monitor temperature, vibration and pressure

temperature, vibration and pressure are monitored

C-9.03.06P

check automatic bearing and seal lubrication systems

automatic bearing and seal lubrication systems are checked

C-9.03.07P

adjust flow and pressure controls

flow and pressure controls for cooling and lubrication of prime movers are adjusted according to manufacturers’ specifications

C-9.03.08P

remove and replace safety guards and safety devices

safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and jurisdictional regulations

C-9.03.09P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

C-9.03.10P

identify faulty or damaged equipment

faulty or damaged equipment is identified to determine repair or replacement

Range of Variables

prime movers include: electric motors, turbines (for example wind, water, gas or steam), internal combustion engines

condition-based monitoring methods include: vibration monitoring, fluid analysis, thermography, ultrasonic, tribology, rotation speed monitoring

tools and equipment include: torque wrenches, dial indicators, precision levels, optical or laser alignment equipment, piano wire, sound mic, hand tools

equipment protection devices include: over speed governors, under speed governors, governors, emergency shutdown devices

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards

Knowledge

Learning Outcomes

Learning Objectives

C-9.03.01L

demonstrate knowledge of prime movers, their components and operation

define terminology associated with prime movers

identify types of prime movers and their components and accessories, and describe their purpose, applications and operation

C-9.03.02L

demonstrate knowledge of safety practices related to prime movers

identify hazards and describe safe work practices associated with prime movers

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of prime movers

C-9.03.03L

demonstrate knowledge of the procedures used to maintain prime movers

identify tools and equipment used to maintain prime movers and describe their applications and procedures

identify the factors to consider when determining if prime movers or their components need to be repaired or replaced

describe the procedures used to maintain prime movers and their components

Range of Variables

prime movers include: electric motors, turbines (for example wind, water, gas or steam), internal combustion engines

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

C-9.04 Repairs prime movers

Essential Skills

Thinking, Working with Others, Document Use

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Performance Criteria

Evidence of Attainment

C-9.04.01P

access prime movers

prime movers are accessed by removing components

C-9.04.02P

dismantle and remove prime movers and components

prime movers and components are dismantled and removed according to manufacturers' specifications and engineered drawings using tools and procedures and match (witness) marks

C-9.04.03P

use tools and equipment

tools and equipment are used according to job and manufacturers’ specifications

C-9.04.04P

prepare prime movers for repair

prime movers are prepared for repair using various methods

C-9.04.05P

size and replace seals, bearings and power transmission devices

seals, bearings and power transmission devices are sized and replaced according to manufacturers’ specifications and engineered drawings

C-9.04.06P

machine keys, keyways and keyseats

keys, keyways and keyseats are machined according to manufacturers’ specifications and engineered drawings

C-9.04.07P

pour and scrape new friction bearings

new friction bearings are poured and scraped according to manufacturers’ specifications and engineered drawings

C-9.04.08P

replace faulty components and auxiliary equipment

faulty components and auxiliary equipment are replaced according to manufacturers’ specifications

C-9.04.09P

verify rotation

rotation is checked prior to coupling by performing bump test

C-9.04.10P

align components

components are aligned according to manufacturers’ specifications

C-9.04.11P

reinstall machine guarding and safety devices

machine guarding and safety devices are reinstalled according to manufacturers' specifications, and jurisdictional regulations

C-9.04.12P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

prime movers include: electric motors, turbines (for example wind, water, gas or steam), internal combustion engines

components include: housings, machine guarding, collars, covers, safety controls

tools and equipment include: torque wrenches, dial indicators, precision levels, optical or laser alignment equipment, piano wire, sound mic, hand tools

Knowledge

Learning Outcomes

Learning Objectives

C-9.04.01L

demonstrate knowledge of prime movers, their components and operation

define terminology associated with prime movers

identify types of prime movers and their components and accessories, and describe their purpose, applications and operation

C-9.04.02L

demonstrate knowledge of safety practices related to prime movers

identify hazards and describe safe work practices associated with prime movers

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of prime movers

C-9.04.03L

demonstrate knowledge of the procedures used to repair prime movers

identify tools and equipment used to repair prime movers and describe their applications and procedures

identify the factors to consider when determining if prime movers or their components need to be repaired or replaced

describe the procedures used to repair prime movers and their components

Range of Variables

prime movers include: electric motors, turbines (for example wind, water, gas or steam), internal combustion engines

components include: housings, machine guarding, collars, covers, safety controls

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

tools and equipment include: torque wrenches, dial indicators, precision levels, optical or laser alignment equipment, piano wire, sound mic, hand tools

Task C-10 Services shafts, bearings and seals

Task Descriptor

Shafts transmit power and torque from the prime mover to the driven equipment. Bearings maintain the shaft centerline and allow rotary or linear shaft movement with minimal friction. Seals prevent contamination of other components and ensure lubrication and coolant containment. Servicing includes installing, diagnosing, maintaining and repairing these components.

C-10.01 Installs shafts, bearings and seals

Essential Skills

Document Use, Numeracy, Thinking

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Performance Criteria

Evidence of Attainment

C-10.01.01P

select and use tools and equipment

tools and equipment are selected and used according to job and manufacturers’ specifications

C-10.01.02P

select shafts, bearings and seals

shafts, bearings and seals are selected according to specifications and engineered drawings

C-10.01.03P

measure fits and tolerances

fits and tolerances of shafts, bearings and seals and housings are measured within manufacturers’ specifications

C-10.01.04P

position shafts, bearings and seals

shafts, bearings and seals are positioned manually or with rigging, hoisting/lifting and moving equipment

C-10.01.05P

mount seals

seals are mounted according to job and manufacturers’ specifications, and engineered drawings, using tools and equipment

C-10.01.06P

mount plain (friction) bearings

plain (friction) bearings are mounted using equipment to fit according to manufacturers’ specifications

C-10.01.07P

mount anti-friction (rolling element-type) bearings

anti-friction (rolling element-type) bearings are mounted using equipment to fit according to manufacturers’ specifications

C-10.01.08P

check, adjust and record clearances of bearings and seals

clearances of bearings and seals are checked, adjusted and recorded according to site and manufacturers’ specifications, and engineered drawings

C-10.01.09P

secure, level and align shafts, bearings and seals

shafts, bearings and seals are secured, leveled and aligned according to site and manufacturers’ specifications, and engineered drawings

C-10.01.10P

apply lubricants

lubricants are applied according to site and manufacturers’ specifications, and engineered drawings

C-10.01.11P

remove and replace safety guards and safety devices

safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and jurisdictional regulations

Range of Variables

tools and equipment include: hand tools, torque wrenches, dial indicators, feeler gauges, micrometers, calipers, induction heaters, oil baths, arbour presses, bearing ovens, seal drivers, hydraulic adaptors

shafts include: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings, sleeves)

bearings include: plain (friction), anti-friction (rolling element)

seals include: static, dynamic, mechanical, non-contacting (labyrinth/annulus)

specifications include: product, operating environment, loads, temperatures, pressures, rpm

plain (friction) bearings fitting equipment includes: plasti-gauges, lead wires, mechanics’ blue, scrapers

anti-friction (rolling element-type) bearings equipment includes: induction heaters, oil baths, arbour presses, bearing ovens

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards

Knowledge

Learning Outcomes

Learning Objectives

C-10.01.01L

demonstrate knowledge of shafts, bearings and seals, their components and operation

define terminology associated with shafts, bearings and seals

identify types of shafts, bearings and seals and their components and accessories , and describe their purpose, applications and operation

C-10.01.02L

demonstrate knowledge of safety practices related to shafts, bearings and seals

identify hazards and describe safe work practices associated with shafts, bearings and seals

C-10.01.03L

demonstrate knowledge of the procedures used to install shafts, bearings and seals

identify tools and equipment used with shafts, bearings and seals and describe their applications and procedures

describe the procedures used to install shafts, bearings and seals and their components

Range of Variables

shafts include: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings, adapter and withdrawal sleeves)

bearings include: plain (friction), anti-friction (rolling element)

seals include: static, dynamic, mechanical, non-contacting (labyrinth/annulus)

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

C-10.02 Diagnoses shafts, bearings and seals

Essential Skills

Oral Communication, Thinking, Document Use

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Skills

Performance Criteria

Evidence of Attainment

C-10.02.01P

obtain a description of the problem and symptoms

description of the problem and symptoms is obtained

C-10.02.02P

perform sensory inspection of shafts, bearings and seals for defects

sensory inspection of shafts, bearings and seals is performed to determine next steps

C-10.02.03P

select and use tools and equipment

tools and equipment are selected and used according to job and manufacturers’ specifications

C-10.02.04P

test and evaluate shafts, bearings and seals

shafts, bearings and seals are tested and evaluated using specialized equipment and referring to manufacturers’ specifications

C-10.02.05P

perform condition-based monitoring methods and analysis

condition-based monitoring methods and analysis are performed to detect defects not identified through sensory inspection

C-10.02.06P

inspect shafts, bearings and seals

shafts, bearings and seals are inspected for defects and to determine next steps

C-10.02.07P

remove and replace safety guards and safety devices

safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and jurisdictional regulations

Range of Variables

sensory inspection includes: listening for excessive noise, smelling burned components, feeling for excessive vibration and heat, looking for leaks, missing and loose parts, worn and damaged components

shafts include: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings, adapter and withdrawal sleeves)

bearings include: plain (friction), anti-friction (rolling element)

seals include: static, dynamic, mechanical, non-contacting (labyrinth/annulus)

next steps include: repair, replace, overhaul, adjust, continue operation

tools and equipment include: hand tools, torque wrenches, dial indicators, feeler gauges, micrometers, calipers, induction heaters, oil baths, arbour presses, bearing ovens, seal drivers, hydraulic adaptors

condition-based monitoring methods include: vibration monitoring, fluid analysis, thermography, ultrasonic, tribology, rotation speed monitoring

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards

Knowledge

Learning Outcomes

Learning Objectives

C-10.02.01L

demonstrate knowledge of shafts, bearings and seals, their components and operation

define terminology associated with shafts, bearings and seals

identify types of shafts, bearings and seals and their components and accessories, and describe their purpose, applications and operation

C-10.02.02L

demonstrate knowledge of safety practices related to shafts, bearings and seals

identify hazards and describe safe work practices associated with shafts, bearings and seals

C-10.02.03L

demonstrate knowledge of the procedures used to diagnose shafts, bearings and seals

identify tools and equipment used with shafts, bearings and seals and describe their applications and procedures

describe the procedures used to inspect shafts, bearings and seals and their components

describe the procedures used to diagnose shafts, bearings and seals and their components

identify the factors to consider when determining if shafts, bearings and seals need to be repaired or replaced

Range of Variables

shafts include: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings, adapter and withdrawal sleeves)

bearings include: plain (friction), anti-friction (rolling element)

seals include: static, dynamic, mechanical, non-contacting (labyrinth/annulus)

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

C-10.03 Maintains shafts, bearings and seals

Essential Skills

Oral Communication, Thinking, Document Use

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Skills

Performance Criteria

Evidence of Attainment

C-10.03.01P

inspect, modify and adjust shafts, bearings and seals

shafts, bearings and seals are inspected, modified and adjusted according to maintenance schedule using condition-based monitoring methods

C-10.03.02P

use tools and equipment

tools and equipment are used according to site and manufacturers’ specifications

C-10.03.03P

align components

components are aligned according to site and manufacturers’ specifications, and engineered drawings

C-10.03.04P

check coolant and lubricants levels, packing, seals and equipment protection devices

coolant and lubricants levels, packing, seals and equipment protection devices are checked according to manufacturers’ specifications and maintenance schedule

C-10.03.05P

monitor temperature, vibration and pressure

temperature, vibration and pressure are monitored using condition-based monitoring methods according to site and manufacturers' specifications and engineered drawings

C-10.03.06P

check automatic bearing and seal lubrication systems

automatic bearing and seal lubrication systems are checked according to site and manufacturers' specifications and engineered drawings

C-10.03.07P

adjust flow and pressure controls

flow and pressure controls for cooling and lubrication of shafts, bearings and seals are adjusted according to manufacturers’ specifications

C-10.03.08P

remove and replace safety guards and safety devices

safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and jurisdictional regulations

C-10.03.09P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

C-10.03.10P

identify faulty or damaged equipment

faulty or damaged equipment is identified to determine repair or replacement

Range of Variables

shafts include: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings, adapter and withdrawal sleeves)

bearings include: plain (friction), anti-friction (rolling element)

seals include: static, dynamic, mechanical, non-contacting (labyrinth/annulus)

condition-based monitoring methods include: vibration monitoring, fluid analysis, thermography, ultrasonic, tribology, rotation speed monitoring

tools and equipment include: hand tools, torque wrenches, dial indicators, feeler gauges, micrometers, calipers, induction heaters, oil baths, arbour presses, bearing ovens, seal drivers, hydraulic adaptors

components include: couplings, keys, gears, pulleys

equipment protection devices include: emergency shutdown devices (temperature, vibration, speed, load)

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards

Knowledge

Learning Outcomes

Learning Objectives

C-10.03.01L

demonstrate knowledge of shafts, bearings and seals, their components and operation

define terminology associated with shafts, bearings and seals

identify types of shafts, bearings and seals and their components and accessories, and describe their purpose, applications and operation

C-10.03.02L

demonstrate knowledge of safety practices related to shafts, bearings and seals

identify hazards and describe safe work practices associated with shafts, bearings and seals

C-10.03.03L

demonstrate knowledge of the procedures used to maintain shafts, bearings and seals

identify tools and equipment used to maintain shafts, bearings and seals and describe their applications and procedures

identify the factors to consider when determining if shafts, bearings and seals or their components need to be repaired or replaced

describe the procedures used to maintain shafts, bearings and seals and their components

Range of Variables

shafts include: drive, counter, jack, hollow shaft accessories (keys, pins, taper bushings, retaining rings, adapter and withdrawal sleeves)

bearings include: plain (friction), anti-friction (rolling element)

seals include: static, dynamic, mechanical, non-contacting (labyrinth/annulus)

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

C-10.04 Repairs shafts, bearings and seals

Essential Skills

Thinking, Numeracy, Document Use

NL

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QC

ON

MB

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AB

BC

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yes

yes

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yes

yes

yes

yes

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yes

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Skills

Performance Criteria

Evidence of Attainment

C-10.04.01P

rebuild and replace faulty shafts, bearings and seals

faulty shafts, bearings and seals are rebuilt and replaced according to manufacturers’ specifications

C-10.04.02P

select and use tools and equipment

tools and equipment are selected and used according to site and manufacturers’ specifications

C-10.04.03P

dismantle, remove and reassemble shafts, bearings and seals

shafts, bearings and seals are dismantled, removed and reassembled to specifications using tools and procedures, and match (witness) marks

C-10.04.04P

prepare shaft

shaft is prepared for repair using various methods

C-10.04.05P

align components

components are aligned according to manufacturers’ specifications

C-10.04.06P

access shafts, bearings and seals

shafts, bearings and seals are accessed by removing components

C-10.04.07P

size and replace shafts, bearings and seals

shafts, bearings and seals are sized and replaced according to manufacturers’ specifications

C-10.04.08P

pour and scrape new plain (friction) bearings

new plain (friction) bearings are poured and scraped according to manufacturers’ specifications and engineered drawings

C-10.04.09P

machine keys, keyway and keyseats

keys, keyway and keyseats are machined according to manufacturers’ specifications

C-10.04.10P

remove and replace safety guards and safety devices

safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and jurisdictional regulations

C-10.04.11P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

shafts include: drive, counter, jack, hollow

shaft accessories include: keys, pins, taper bushings, retaining rings, sleeves

bearings include: plain (friction), anti-friction (rolling element)

seals include: static, dynamic, mechanical, non-contacting (labyrinth/annulus)

tools and equipment include: hand tools, torque wrenches, dial indicators, feeler gauges, micrometers, calipers, induction heaters, oil baths, arbour presses, bearing ovens, seal drivers, hydraulic adaptors

methods include: sleeving, welding, filing, polishing, machining

components include: couplings, keys, gears, pulleys, housings, sleeves, snap rings, collars and covers

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards

Knowledge

Learning Outcomes

Learning Objectives

C-10.04.01L

demonstrate knowledge of shafts, bearings and seals, their components and operation

define terminology associated with shafts, bearings and seals

identify types of shafts, bearings and seals and their components and accessories, and describe their purpose, applications and operation

C-10.04.02L

demonstrate knowledge of safety practices related to shafts, bearings and seals

identify hazards and describe safe work practices associated with shafts, bearings and seals

C-10.04.03L

demonstrate knowledge of the procedures used to repair shafts, bearings and seals

identify tools and equipment used to repair shafts, bearings and seals and describe their applications and procedures

identify the factors to consider when determining if shafts, bearings and seals or their components need to be repaired or replaced

describe the procedures used to repair shafts, bearings and seals and their components

Range of Variables

shafts include: drive, counter, jack, hollow

shaft accessories include: keys, pins, taper bushings, retaining rings, sleeves

bearings include: plain (friction), anti-friction (rolling element)

seals include: static, dynamic, mechanical, non-contacting (labyrinth/annulus)

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

Task C-11 Services couplings, clutches and brakes

Task Descriptor

Couplings transfer torque, power, and rotary and linear motion from one shaft to another. Clutches allow engagement and disengagement of power and torque. Brakes slow or stop the motion. They must be installed correctly and maintained properly to provide optimum power and torque to the driven systems and to ensure reliability. Servicing includes installing, diagnosing, maintaining and repairing.

C-11.01 Installs couplings, clutches and brakes

Essential Skills

Document Use, Thinking, Numeracy

NL

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Skills

Performance Criteria

Evidence of Attainment

C-11.01.01P

select and use tools and equipment

tools and equipment are selected and used according to job requirements

C-11.01.02P

select couplings, clutches and brakes

couplings, clutches and brakes are selected according to specifications

C-11.01.03P

place couplings, clutches and brakes

couplings, clutches and brakes are placed manually or by using rigging, hoisting/lifting and moving equipment

C-11.01.04P

mount couplings, clutches and brakes

couplings, clutches and brakes are mounted using tools and equipment, and by heating or cooling the components

C-11.01.05P

assemble couplings, clutches and brakes with mating equipment

couplings, clutches and brakes are assembled with mating equipment according to site and manufacturers’ specifications, and engineered drawings

C-11.01.06P

check, adjust and record clearances of couplings, clutches and brakes

clearances of couplings, clutches and brakes are checked, adjusted and recorded according to manufacturers’ specifications

C-11.01.07P

align couplings, clutches and brakes

couplings, clutches and brakes are aligned according to manufacturers’ specifications

C-11.01.08P

lubricate couplings, clutches and brakes

couplings, clutches and brakes are lubricated according to manufacturers’ specifications

C-11.01.09P

remove and replace safety guards and safety devices

safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and jurisdictional regulations

C-11.01.10P

energize equipment, start it up and return to operation

equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation

Range of Variables

tools and equipment include: torque wrenches, feeler gauges, straight edges, micrometers, calipers, presses, pullers, laser alignment equipment, hand tools, dial indicators

couplings include: rigid, elastomeric, grid, mechanical, fluid

clutches include: overrunning, friction, positive contact, fluid, electromagnetic

brakes include: friction, fluid/wet disc, electromagnetic

specifications include: torque, horsepower, loads, temperatures, rpm, environment, manufacturers’ specifications

safety devices include: thermal protection, light curtains, pressure sensitive matting, keyed switches, shear pins, lock-outs, physical guards

Knowledge

Learning Outcomes

Learning Objectives

C-11.01.01L

demonstrate knowledge of couplings, clutches and brakes, their components and operation

define terminology associated with couplings, clutches and brakes

identify types of couplings, clutches and brakes, their components and accessories, and describe their purpose, applications and operation

C-11.01.02L

demonstrate knowledge of safety practices related to couplings, clutches and brakes

identify hazards and describe safe work practices associated with couplings, clutches and brakes

C-11.01.03L

demonstrate knowledge of the procedures used to remove and install couplings, clutches and brakes

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of couplings, clutches and brakes

identify tools and equipment used to install couplings, clutches and brakes and describe their applications and procedures

describe the procedures used to remove and install couplings, clutches and brakes and their components

Range of Variables

couplings include: rigid, elastomeric, grid, mechanical, fluid

clutches include: overrunning, friction, positive contact, fluid, electromagnetic

brakes include: friction, fluid/wet disc, electromagnetic

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

tools and equipment include: torque wrenches, feeler gauges, straight edges, micrometers, calipers, presses, pullers, laser alignment equipment, hand tools, dial indicators

C-11.02 Diagnoses couplings, clutches and brakes

Essential Skills

Thinking, Document Use, Oral Communication

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

NV

yes

yes

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

C-11.02.01P

obtain a description of the problem and symptoms

description of the problem and symptoms is obtained by sensory inspection or verbal communication

C-11.02.02P

perform sensory inspection of couplings, clutches and brakes for defects

sensory inspection of couplings, clutches and brakes is performed to determine next steps

C-11.02.03P

select and use tools and equipment

tools and equipment are selected and used according to results of sensory inspection

C-11.02.04P

use test/evaluation procedures

test/evaluation procedures are used according to results of sensory inspection

C-11.02.05P

perform condition-based monitoring methods

condition-based monitoring methods are performed to detect defects not identified through sensory inspection

C-11.02.06P

verify lubrication levels and condition

lubrication levels and condition are verified by physical inspection

C-11.02.07P

remove and replace safety guards and safety devices

safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and jurisdictional regulations

C-11.02.08P

measure clearances of couplings, clutches and brakes

clearances of couplings, clutches and brakes are measured according to manufacturers’ specifications

C-11.02.09P

assess and detect faulty or damaged components

faulty or damaged components are assessed and detected to determine repair or replacement

C-11.02.10P

identify conditions that led to failure or breakdown of couplings, clutches and brakes

conditions that led to failure or breakdown of couplings, clutches and brakes are identified

Range of Variables

sensory inspection includes: listening for excessive noise, smelling burned components, feeling for excessive vibration and heat, looking for missing and loose parts, worn and damaged components

couplings include: rigid, elastomeric, grid, mechanical, fluid

clutches include: overrunning, friction, positive contact, fluid, electromagnetic

brakes include: friction, fluid/wet disc, electromagnetic

next steps include: repair, replace, overhaul, adjust, continue operation

tools and equipment include: vernier calipers, feeler gauges, taper gauges, thermal imaging equipment, laser alignment equipment, strobe light, dial indicators

test/evaluation procedures include: monitoring temperature and vibration levels with specialized equipment

condition-based monitoring methods include: thermal imaging, tribology, strobe light, vibration analysis

physical inspection includes: visually inspect lubrication levels of couplings, clutches or brakes

safety devices include: thermal protection, light curtains, pressure sensitive matting, keyed switches, shear pins, lock-outs, physical guards

Knowledge

Learning Outcomes

Learning Objectives

C-11.02.01L

demonstrate knowledge of couplings, clutches and brakes, their components and operation

define terminology associated with couplings, clutches and brakes

identify types of couplings, clutches and brakes, their components and accessories, and describe their purpose, applications and operation

C-11.02.02L

demonstrate knowledge of safety practices related to couplings, clutches and brakes

identify hazards and describe safe work practices associated with couplings, clutches and brakes

C-11.02.03L

demonstrate knowledge of the procedures used to diagnose couplings, clutches and brakes

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of couplings, clutches and brakes

identify tools and equipment used to diagnose couplings, clutches and brakes and describe their applications and procedures

describe the procedures used to inspect couplings, clutches and brakes and their components

identify the factors to consider when determining if couplings, clutches and brakes need to be repaired or replaced

Range of Variables

couplings include: rigid, elastomeric, grid, mechanical, fluid

clutches include: overrunning, friction, positive contact, fluid, electromagnetic

brakes include: friction, fluid/wet disc, electromagnetic

tools and equipment include: vernier calipers, feeler gauges, taper gauges, thermal imaging equipment, laser alignment equipment, strobe light, dial indicators

C-11.03 Maintains couplings, clutches and brakes

Essential Skills

Thinking, Document Use, Writing

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

NV

yes

yes

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

C-11.03.01P

access couplings, clutches and brakes

couplings, clutches and brakes are accessed by removing guards and safety devices, and coupling, clutch and brake components

C-11.03.02P

dismantle and remove couplings, clutches and brakes and their components

couplings, clutches and brakes and their components are dismantled and removed according to manufacturers' specifications using tools and procedures and match (witness) marks

C-11.03.03P

use tools and equipment

tools and equipment are used according to site and manufacturers’ specifications

C-11.03.04P

assess machine keys, keyways and keyseats

keys, keyways and keyseats are assessed according to manufacturers’ specifications and engineered drawings

C-11.03.05P

assess couplings, clutches or brakes and their components’ condition

couplings, clutches or brakes and their components’ condition is assessed

C-11.03.06P

document and/or replace faulty components

faulty components are documented or replaced according to site and manufacturers’ specifications and engineered drawings

C-11.03.07P

reinstall machine guarding and safety devices

machine guarding and safety devices are reinstalled according to site and manufacturers' specifications and jurisdictional regulations

C-11.03.08P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

couplings include: rigid, elastomeric, grid, mechanical, fluid

clutches include: overrunning, friction, positive contact, fluid, electromagnetic

brakes include: friction, fluid/wet disc, electromagnetic

safety devices include: thermal protection, light curtains, pressure sensitive matting, keyed switches, shear pins, lock-outs, physical guards

coupling, clutch and brake components include: springs, grids, elastomeric elements, friction pads, diaphragms

tools and equipment include: micrometers, hydraulic rams, pullers, torque wrenches, dial indicators, vernier calipers, laser alignment equipment, hand tools

condition includes: fluid levels, wear, alignment, heat, vibration, noise

Knowledge

Learning Outcomes

Learning Objectives

C-11.03.01L

demonstrate knowledge of couplings, clutches and brakes, their components and operation

define terminology associated with couplings, clutches and brakes

identify types of couplings, clutches and brakes, their components and accessories, and describe their purpose, applications and operation

C-11.03.02L

demonstrate knowledge of safe work practices related to couplings, clutches and brakes

identify hazards and describe safe work practices associated with couplings, clutches and brakes

C-11.03.03L

demonstrate knowledge of the procedures used to maintain couplings, clutches and brakes

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of couplings, clutches and brakes

identify tools and equipment used to maintain couplings, clutches and brakes and describe their applications and procedures

identify the factors to consider when determining if couplings, clutches and brakes their components need to be repaired or replaced

describe the procedures used to maintain couplings, clutches and brakes and their components

Range of Variables

couplings include: rigid, elastomeric, grid, mechanical, fluid

clutches include: overrunning, friction, positive contact, fluid, electromagnetic

brakes include: friction, fluid/wet disc, electromagnetic

coupling, clutch and brake components include: springs, grids, elastomeric elements, friction pads, diaphragms

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

tools and equipment include: micrometers, hydraulic rams, pullers, torque wrenches, dial indicators, vernier calipers, laser alignment equipment, hand tools

C-11.04 Repairs couplings, clutches and brakes

Essential Skills

Thinking, Document Use, Writing

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

NV

yes

yes

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

C-11.04.01P

access couplings, clutches and brakes

couplings, clutches and brakes are accessed by removing safety guards and safety devices

C-11.04.02P

rebuild or replace faulty couplings, clutches and brakes

faulty couplings, clutches and brakes are rebuilt or replaced according to site and manufacturers’ specifications, and engineered drawings

C-11.04.03P

select and use tools and equipment

tools and equipment are selected and used according to site and manufacturers’ specifications

C-11.04.04P

dismantle, remove and reassemble couplings, clutches and brakes

couplings, clutches and brakes are dismantled, removed and reassembled using match (witness) marks, and according to site and manufacturers' specifications, engineered drawings and jurisdictional regulations

C-11.04.05P

recondition couplings, clutches and brakes and their components

couplings, clutches and brakes and their components are reconditioned according to manufacturers’ specifications, engineered drawings and jurisdictional regulations

C-11.04.06P

replace coupling, clutch and brake components

coupling, clutch and brake components are replaced according to manufacturers’ specifications, engineered drawings and jurisdictional regulations

C-11.04.07P

adjust couplings, clutches and brakes

couplings, clutches and brakes are adjusted according to manufacturers’ specifications and engineered drawings

C-11.04.08P

align coupling, clutch and brake components

coupling, clutch and brake components are aligned according to manufacturers’ specifications and engineered drawings

C-11.04.09P

reinstall guards and safety devices

guards and safety devices are reinstalled according to site and manufacturers’ specifications and jurisdictional regulations

C-11.04.10P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

couplings include: rigid, elastomeric, grid, mechanical, fluid

clutches include: overrunning, friction, positive contact, fluid, electromagnetic

brakes include: friction, fluid/wet disc, electromagnetic

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards

tools and equipment include: micrometers, hydraulic rams, pullers, torque wrenches, dial indicators, vernier calipers, laser alignment equipment, hand tools

coupling, clutch and brake components include: springs, grids, elastomeric elements, friction pads, diaphragms

Knowledge

Learning Outcomes

Learning Objectives

C-11.04.01L

demonstrate knowledge of couplings, clutches and brakes, their components and operation

define terminology associated with couplings, clutches and brakes

identify types of couplings, clutches and brakes, their components and accessories, and describe their purpose, applications and operation

C-11.04.02L

demonstrate knowledge of safe work practices related to couplings, clutches and brakes

identify hazards and describe safe work practices associated with couplings, clutches and brakes

C-11.04.03L

demonstrate knowledge of the procedures used to repair couplings, clutches and brakes

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of couplings, clutches and brakes

identify tools and equipment used to repair couplings, clutches and brakes and describe their applications and procedures

identify the factors to consider when determining if couplings, clutches and brakes or their components need to be repaired or replaced

describe the procedures used to repair couplings, clutches and brakes and their components

Range of Variables

couplings include: rigid, elastomeric, grid, mechanical, fluid

clutches include: overrunning, friction, positive contact, fluid, electromagnetic

brakes include: friction, fluid/wet disc, electromagnetic

safe work practices include: company policies and procedures, jurisdictional regulations

coupling, clutch and brake components include: springs, grids, elastomeric elements, friction pads, diaphragms

safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations

tools and equipment include: micrometers, hydraulic rams, pullers, torque wrenches, dial indicators, vernier calipers, laser alignment equipment, hand tools

Task C-12 Services chain and belt drive systems

Task Descriptor

Chain and belt drive systems may be a component of a larger power transmission system. They transmit power and motion from one shaft to another and may be used to increase or reduce speed. Proper installation, alignment and maintenance are key to increasing the reliability of the system. Servicing includes installing, diagnosing, maintaining and repairing.

C-12.01 Installs chain and belt drive systems

Essential Skills

Thinking, Numeracy, Document Use

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

NV

yes

yes

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

C-12.01.01P

select and use tools and equipment

tools and equipment are selected and used according to site and manufacturers' specifications

C-12.01.02P

select chain and belt drive systems

chain and belt drive systems are selected according to engineered drawings and equipment application

C-12.01.03P

position chain and belt drive systems

chain and belt drive systems are positioned manually or with rigging, hoisting/lifting and moving equipment according to engineered drawings

C-12.01.04P

assemble chain and belt drive systems

chain and belt drive systems are assembled using tools and equipment according to manufacturers' specifications and engineered drawings

C-12.01.05P

align chain and belt drive systems

chain and belt drive systems are aligned with driven equipment according to site and manufacturers’ specifications, and engineered drawings

C-12.01.06P

check and adjust slack/tension of chain and belt drive systems

slack/tension of chain and belt drive systems are checked and adjusted according to manufacturers’ specifications and engineered drawings

C-12.01.07P

lubricate chains

chains are lubricated according to site and manufacturers’ specifications, and engineered drawings

C-12.01.08P

remove and replace safety guards and safety devices

safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and jurisdictional regulations

C-12.01.09P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

tools and equipment include: presses, tensioners, chain breakers, ropes, pullers, torque wrenches, straight edges, parallel shaft alignment tools, hand tools, belt tensioning tools

chain drive systems include: roller, silent, composite, lube free

belt drive systems include: v-belt, cog belt, timing, flat belt

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards, shear pins

formulae include: belt/chain lengths, speed and torque ratios, belt tension

components include: sprockets and sheaves, taper bushing, link (half link, off-set)

Knowledge

Learning Outcomes

Learning Objectives

C-12.01.01L

demonstrate knowledge of chain and belt drive systems, their components and operation

define terminology associated with chain and belt drive systems

identify types of chain and belt drive systems and their components and accessories, and describe their purpose, applications and operation

C-12.01.02L

demonstrate knowledge of safety practices related to chain and belt drive systems

identify hazards and describe safe work practices associated with chain and belt drive systems

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of chain and belt drive systems

C-12.01.03L

demonstrate knowledge of the procedures used to install and align chain and belt drive systems

identify tools and equipment used to install and align chain and belt drive systems and describe their applications and procedures

describe the procedures used to install chain and belt drive systems and their components

C-12.01.04L

demonstrate knowledge of formulae and calculations pertaining to chain and belt drive systems

identify the factors to consider and required calculations to determine chain and belt drive systems requirements

identify formulae and perform calculations

Range of Variables

chain drive systems include: roller, silent, composite, lube free

belt drive systems include: v-belt, cog belt, timing, flat belt

specifications include: torque, horsepower, loads, temperatures, rpm, shaft angles (incline or flat)

tools and equipment include: presses, tensioners, chain breakers, ropes, pullers, torque wrenches, straight edges, parallel shaft alignment tools, hand tools, belt tensioning tools

formulae include: belt/chain lengths, speed and torque ratios, belt tension

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards, shear pins

components include: sprockets and sheaves, taper bushing, link (half link, off-set)

C-12.02 Diagnoses chain and belt drive systems

Essential Skills

Thinking, Numeracy, Document Use

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

NV

yes

yes

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

C-12.02.01P

obtain a description of the problem and symptoms

a description of the problem and symptoms is obtained by sensory inspection or verbal communication

C-12.02.02P

perform sensory inspection of chain and belt drive systems

sensory inspection of chain and belt drive systems is performed to determine next steps

C-12.02.03P

test and evaluate chain and belt drive systems and alignment

chain and belt drive systems and alignment are tested and evaluated according to site and manufacturers' specifications, and engineered drawings

C-12.02.04P

perform condition-based monitoring methods and analysis

condition-based monitoring methods and analysis are performed to detect defects not identified through sensory inspection

C-12.02.05P

verify chain lubrication level and condition

chain lubrication level and condition is verified according to site and manufacturers' specifications, and engineered drawings

C-12.02.06P

measure slack/tension of chain and belt drive systems

slack/tension of chain and belt drive systems is measured according to site and manufacturers' specifications, and engineered drawings

C-12.02.07P

assess and detect faulty or damaged components

faulty or damaged components are assessed and detected to determine next steps

Range of Variables

sensory inspection includes: listening for excessive noise, smelling burned components, feeling for excessive vibration and heat, looking for missing and loose parts, worn and damaged components

chain drive systems include: roller, silent, composite, lube free

belt drive systems include: v-belt, cog belt, timing, flat belt

next steps include: repair, replace, overhaul, adjust, continue operation

condition-based monitoring methods include: vibration monitoring, fluid analysis, thermography, ultrasonic, tribology, rotation speed monitoring

Knowledge

Learning Outcomes

Learning Objectives

C-12.02.01L

demonstrate knowledge of chain and belt drive systems, their components and operation

define terminology associated with chain and belt drive systems

identify types of chain and belt drive systems and their components and accessories, and describe their purpose, applications and operation

C-12.02.02L

demonstrate knowledge of safety practices related to chain and belt drive systems

identify hazards and describe safe work practices associated with chain and belt drive systems

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of chain and belt drive systems

C-12.02.03L

demonstrate knowledge of the procedures used to diagnose chain and belt drive systems

identify tools and equipment used to diagnose chain and belt drive systems and describe their applications and procedures

describe the procedures used to inspect and diagnose chain and belt drive systems and their components

identify the factors to consider when determining if chain and belt drive systems need to be repaired or replaced

C-12.02.04L

demonstrate knowledge of formulae and calculations pertaining to chain and belt drive systems

identify the factors to consider and required calculations to determine chain and belt drive systems requirements

identify formulae and perform calculations

Range of Variables

chain drive systems include: roller, silent, composite, lube free, sprockets

belt drive systems include: v-belt, cog belt, timing, flat belt, sheaves

components include: sprockets and sheaves, taper bushing,, link (half link, off-set)

tools and equipment include: straight edges, parallel shaft alignment tools, condition-based monitoring tools, hand tools, belt tensioning tools

formulae include: belt/chain lengths, speed and torque ratios, belt tension

C-12.03 Maintains chain and belt drive systems

Essential Skills

Thinking, Numeracy, Document Use

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

NV

yes

yes

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

C-12.03.01P

access chain and belt drive systems

chain and belt drive systems are accessed by removing guards and safety devices, and components

C-12.03.02P

clean, inspect, modify and adjust chain and belt drive systems

chain and belt drive systems are cleaned, inspected, modified and adjusted according to maintenance schedule using condition-based monitoring methods, tension gauges and alignment tools according to site and manufacturers' specifications, and engineered drawings

C-12.03.03P

check lubricants

lubricants are checked and replaced according to site and manufacturers’ specifications, engineered drawings and maintenance schedule

C-12.03.04P

check lubricant systems

lubricant systems are checked according to site and manufacturers’ specifications, engineered drawings and maintenance schedule

C-12.03.05P

check condition of sprockets, sheaves, belts and chains

condition of sprockets, sheaves, belts and chains are checked according to site and manufacturers’ specifications, engineered drawings and maintenance schedule

C-12.03.06P

check alignment of sprockets and sheaves

alignment of sprockets and sheaves are checked according to site and manufacturers’ specifications, engineered drawings and maintenance schedule

C-12.03.07P

adjust chain and belt drive systems

chain and belt drive system slack/tension is adjusted according to site and manufacturers’ specifications, engineered drawings and maintenance schedule

C-12.03.08P

reinstall machine guarding and safety devices

machine guarding and safety devices are reinstalled according to site and manufacturers' specifications and jurisdictional regulations

C-12.03.09P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

chain drive systems include: roller, silent, composite, lube free

belt drive systems include: v-belt, cog belt, timing, flat belt

safety devices include: thermal protection, light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards, shear pins

components include: sprockets and sheaves, taper bushing, link (half link, off-set)

condition-based monitoring methods include: vibration monitoring, fluid analysis, thermography, ultrasonic, tribology, rotation speed monitoring

lubricant systems include: oil bath, drip, closed loop system, pressurized system, auto lube

Knowledge

Learning Outcomes

Learning Objectives

C-12.03.01L

demonstrate knowledge of chain and belt drive systems, their components and operation

define terminology associated with chain and belt drive systems

identify types of chain and belt drive systems , their components, accessories, and describe their purpose, applications and operation

C-12.03.02L

demonstrate knowledge of safety practices related to chain and belt drive systems

identify hazards and describe safe work practices associated with chain and belt drive systems

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of chain and belt drive systems

C-12.03.03L

demonstrate knowledge of the procedures used to maintain chain and belt drive systems

identify tools and equipment used to maintain chain and belt drive systems and describe their applications and procedures

identify the factors to consider when determining if chain and belt drive systems or their components need to be repaired, replaced or re-aligned

describe the procedures used to maintain chain and belt drive systems and their components

identify formulae and perform calculations

C-12.03.04L

demonstrate knowledge of formulae and calculations pertaining to chain and belt drive systems

identify the factors to consider and required calculations to determine chain and belt drive systems requirements

identify formulae and perform calculations

Range of Variables

chain drive systems include: roller, silent, composite, lube free

belt drive systems include: v-belt, cog belt, timing, flat belt

components include: sprockets and sheaves, taper bushing, link (half link, off-set)

formulae include: belt/chain lengths, speed and torque ratios, belt tension

C-12.04 Repairs chain and belt drive systems

Essential Skills

Thinking, Numeracy, Document Use

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

NV

yes

yes

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

C-12.04.01P

rebuild and replace faulty chain and belt drive systems

faulty chain and belt drive systems are rebuilt and replaced according to site and manufacturers’ specifications, and engineered drawings

C-12.04.02P

select and use tools and equipment

tools and equipment are selected and used according to site and manufacturers’ specifications, and engineered drawings

C-12.04.03P

dismantle, remove and reassemble chain and belt drive systems

chain and belt drive systems are dismantled, removed and reassembled according to site and manufacturers’ specifications, and engineered drawings

C-12.04.04P

access chain and belt drive systems

chain and belt drive systems are accessed by removing safety guards, safety devices

C-12.04.05P

align components

components are aligned according to site and manufacturers’ specifications, and engineered drawings

C-12.04.06P

lubricate chain

chain is lubricated according to site and manufacturers’ specifications, and engineered drawings

C-12.04.07P

reinstall guards and safety devices

guards and safety devices are reinstalled according to site and manufacturers’ specifications, engineered drawings and jurisdictional regulations

C-12.04.08P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

chain drive systems include: roller, silent, composite, lube free

belt drive systems include: v-belt, cog belt, timing, flat belt, high torque drive (HTD)

tools and equipment include: hydraulic presses, pullers, torque wrenches and alignment tools, chain breakers, hand tools, belt tensioning tools

safety devices include: thermal protection, light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards, shear pins

components include: sprockets and sheaves, taper bushing, link (half link, off-set)

Knowledge

Learning Outcomes

Learning Objectives

C-12.04.01L

demonstrate knowledge of chain and belt drive systems, their components and operation

define terminology associated with chain and belt drive systems

identify types of chain and belt drive systems and their components and accessories, and describe their purpose, applications and operation

C-12.04.02L

demonstrate knowledge of safety practices related to chain and belt drive systems

identify hazards and describe safe work practices associated with chain and belt drive systems

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of chain and belt drive systems

C-12.04.03L

demonstrate knowledge of the procedures used to repair chain and belt drive systems

identify tools and equipment used to repair chain and belt drive systems and describe their applications and procedures

identify the factors to consider when determining if chain and belt drive systems or their components need to be repaired or replaced

describe the procedures used to repair chain and belt drive systems and their components

identify formulae and perform calculations

C-12.04.04L

demonstrate knowledge of formulas and calculations pertaining to chain and belt drive systems

identify the factors to consider and required calculations to determine chain and belt drive systems requirements

identify formulae and perform calculations

Range of Variables

chain drive systems include: roller, silent, composite, lube free

belt drive systems include: v-belt, cog belt, timing, flat belt, high torque drive (HTD)

components include: sprockets and sheaves, taper bushing, link (half link, off-set)

formulae include: belt/chain lengths, speed and torque ratios, belt tension

Task C-13 Services gear systems

Task Descriptor

Gear systems transmit torque, power, and rotary and linear movement from one component to another and may be used to increase or reduce speed and change rotational direction. Gear systems are used when there is a need for greater versatility such as speed control, shaft orientation and timing requirements. Servicing includes installing, diagnosing, maintaining and repairing.

C-13.01 Installs gear systems

Essential Skills

Numeracy, Working with Others, Thinking

NL

NS

PE

NB

QC

ON

MB

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Skills

Performance Criteria

Evidence of Attainment

C-13.01.01P

select and use tools and equipment

tools and equipment are selected and used according to site and manufacturers' specifications

C-13.01.02P

select gear systems

gear systems are selected according to site and manufacturers' specifications, engineered drawings and equipment application

C-13.01.03P

position gear systems

gear systems are positioned manually or with rigging, hoisting/lifting and moving equipment according to site and manufacturers' specifications, and engineered drawings

C-13.01.04P

assemble gear systems

gear systems are assembled using tools and equipment and by mechanical means according to site and manufacturers' specifications, and engineered drawings

C-13.01.05P

align gear systems with driven and driver equipment

gear systems are aligned with driven and driver equipment according to site and manufacturers’ specifications, and engineered drawings

C-13.01.06P

check and adjust backlash and tooth contact

backlash and tooth contact is checked and adjusted according to manufacturers’ specifications and engineered drawings

C-13.01.07P

lubricate gear systems

gear systems are lubricated according to site and manufacturers' specifications, engineered drawings

C-13.01.08P

install safety guards and safety devices

safety guards and safety devices are installed according to site and manufacturers’ specifications, engineered drawings and jurisdictional regulations

C-13.01.09P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

tools and equipment include: presses, hydraulic jacks, torque wrenches, jacks, alignment tools, mechanics’ blue, plasti-gauge, dial indicators, calipers, micrometers, hand tools, strobe lights

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards, shear pins

Knowledge

Learning Outcomes

Learning Objectives

C-13.01.01L

demonstrate knowledge of gears and gear drives, their components and operation

define terminology associated with gears and gear drives

identify types of gears and gear drives and their components and accessories, and describe their purpose, applications and operation

C-13.01.02L

demonstrate knowledge of safety practices related to gears and gear drives

identify hazards and describe safe work practices associated with gears and gear drives

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of gears and gear drives

C-13.01.03L

demonstrate knowledge of the procedures used to install and align gears and gear drives

identify tools and equipment used to install gears and gear drives and describe their applications and procedures

describe the procedures used to install and align gears and gear drives and their components

C-13.01.04L

demonstrate knowledge of gear engagement procedures

identify tools and equipment used to set backlash and tooth contact

describe the procedures used to set backlash and tooth contact

C-13.01.05L

demonstrate knowledge of formulae and calculations pertaining to gears and gear drives

identify the factors to consider and required calculations to determine gears and gear drives requirements

identify formulae and perform calculations

Range of Variables

gears include: spur, bevel, spiral, herringbone, helical, worm

gear drives include: planetary, worm, parallel shaft, crown and pinion, rack and pinion

tools and equipment include: presses, hydraulic jacks, torque wrenches, jacks, alignment tools, mechanics’ blue, plasti-gauge, dial indicators, calipers, micrometers, hand tools, strobe lights

formulae include: diametrical pitch, pitch diameter, gear ratios

C-13.02 Diagnoses gear systems

Essential Skills

Thinking, Numeracy, Document Use

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Skills

Performance Criteria

Evidence of Attainment

C-13.02.01P

obtain a description of the problem and symptoms

a description of the problem and symptoms is obtained

C-13.02.02P

perform sensory inspection of gear systems

sensory inspection of gear systems is performed to determine next steps

C-13.02.03P

select and use tools and equipment

tools and equipment are selected and used according to site and manufacturers' specifications and engineered drawings

C-13.02.04P

test and evaluate gear systems

gear systems are tested and evaluated according to site and manufacturers' specifications and engineered drawings

C-13.02.05P

perform condition-based monitoring methods and analysis

condition-based monitoring methods and analysis are performed to detect defects not identified through sensory inspection

C-13.02.06P

verify lubrication level and condition

lubrication level and condition are verified according to site and manufacturers' specifications and engineered drawings

C-13.02.07P

remove and replace safety guards and safety devices

safety guards and safety devices are removed and replaced according to site and manufacturers' specifications, engineered drawings, and jurisdictional regulations

C-13.02.08P

measure clearance, backlash and tooth contact of gear systems

clearance, backlash and tooth contact of gear systems are measured according to manufacturers’ specifications and engineered drawings

C-13.02.09P

assess and detect faulty or damaged components

faulty or damaged components are assessed and detected to determine next steps according to site and manufacturers' specifications and engineered drawings

Range of Variables

sensory inspection includes: listening for excessive noise, smelling burned components, feeling for excessive vibration and heat, looking for missing and loose parts, worn and damaged components

next steps include: repair, replace, overhaul, adjust, continue operation

tools and equipment include: dial indicators, feeler gauges, laser alignment tool, micrometer, plasti‑gauge, mechanics’ blue, lead wire

condition-based monitoring methods include: vibration monitoring, fluid analysis, thermography, ultrasonic, tribology, rotation speed monitoring

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards, shear pins

Knowledge

Learning Outcomes

Learning Objectives

C-13.02.01L

demonstrate knowledge of gears and gear drives, their components and operation

define terminology associated with gears and gear drives

identify types of gears and gear drives and their components and accessories, and describe their purpose, applications and operation

C-13.02.02L

demonstrate knowledge of safety practices related to gears and gear drives

identify hazards and describe safe work practices associated with gears and gear drives

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of gears and gear drives

C-13.02.03L

demonstrate knowledge of the procedures used to diagnose gears and gear drives

identify tools and equipment used to diagnose gears and gear drives and describe their applications and procedures

describe the procedures used to inspect gears and gear drives and their components

describe the procedures used to diagnose gears and gear drives and their components

identify the factors to consider when determining if gears, gear drives or their components need to be repaired or replaced

C-13.02.04L

demonstrate knowledge of formulae and calculations pertaining to gears and gear drives

identify the factors to consider and required calculations to determine gears and gear drives requirements

identify formulae and perform calculations

Range of Variables

gears include: spur, bevel, spiral, herringbone, helical, worm

gear drives include: planetary, worm, parallel shaft, crown and pinion

factors include: condition-based monitoring reports (worn bearings, gear pass frequency, tribology)

formulae include: diametrical pitch, pitch diameter, gear ratios

C-13.03 Maintains gear systems

Essential Skills

Thinking, Numeracy, Document Use

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Skills

Performance Criteria

Evidence of Attainment

C-13.03.01P

access gear systems

gear systems are accessed by removing guards, inspection ports, covers and safety devices

C-13.03.02P

clean, inspect, modify and adjust gear systems

gear systems are cleaned, inspected, modified and adjusted according to maintenance schedule, site and manufacturers' specifications using condition-based monitoring methods and alignment tools

C-13.03.03P

check vents, lubricants and seals

vents, lubricants and seals are checked according to site and manufacturers’ specifications, engineered drawings, and maintenance schedule

C-13.03.04P

check condition of gear systems

condition of gear systems and components are checked according to site and manufacturers’ specifications, engineered drawings, and maintenance schedule

C-13.03.05P

check alignment, backlash, clearance and tooth contact of gear systems

alignment, backlash, clearance and tooth contact of gear systems are checked according to manufacturers’ specifications, engineered drawings, and maintenance schedule

C-13.03.06P

reinstall machine guarding and safety devices, ports and covers

machine guarding, safety devices, ports and covers are reinstalled according to site and manufacturers' specifications and jurisdictional regulations

C-13.03.07P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards, shear pins

condition-based monitoring methods include: vibration monitoring, fluid analysis, thermography, ultrasonic, tribology, rotation speed monitoring

Knowledge

Learning Outcomes

Learning Objectives

C-13.03.01L

demonstrate knowledge of gears and gear drives, their components and operation

define terminology associated with gears and gear drives

identify types of gears and gear drives and their components and accessories, and describe their purpose, applications and operation

C-13.03.02L

demonstrate knowledge of safety practices related to gears and gear drives

identify hazards and describe safe work practices associated with gears and gear drives

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of gears and gear drives

C-13.03.03L

demonstrate knowledge of the procedures used to maintain gears and gear drives

identify tools and equipment used to maintain gears and gear drives and describe their applications and procedures

identify the factors to consider when determining if gears and gear drives or their components need to be repaired or replaced

describe the procedures used to maintain gears and gear drives and their components

C-13.03.04L

demonstrate knowledge of formulae and calculations pertaining to gears and gear drives

identify the factors to consider and required calculations to determine gears and gear drives requirements

identify formulae and perform calculations

Range of Variables

gears include: spur, bevel, spiral, herringbone, helical, worm

gear drives include: planetary, worm, parallel shaft, crown and pinion, rack and pinion

tools and equipment include: dial indicators, feeler gauges, laser alignment tool, micrometer, plasti‑gauge, mechanics’ blue, lead wire, hand tools

factors include: condition-based monitoring reports (worn bearings, tribology, gear pass frequency)

formulae include: diametrical pitch, pitch diameter, gear ratios

C-13.04 Repairs gear systems

Essential Skills

Working with Others, Thinking, Numeracy

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Skills

Performance Criteria

Evidence of Attainment

C-13.04.01P

rebuild and replace faulty gear systems

faulty gear systems are rebuilt and replaced according to site and manufacturers’ specifications and engineered drawings

C-13.04.02P

select and use tools and equipment

tools and equipment are selected and used according to manufacturers' specifications and engineered drawings

C-13.04.03P

access gear systems

gear systems are accessed by removing safety guards, safety devices, ports and covers, and lubricant according to site and manufacturers' specifications, and engineered drawings

C-13.04.04P

dismantle, remove and reassemble gear systems

gear systems are dismantled, removed and reassemble according to site and manufacturers' specifications, and engineered drawings

C-13.04.05P

replace and align gears and gear systems

gears and gear systems are replaced and aligned according to site and manufacturers' specifications, and engineered drawings

C-13.04.06P

adjust gears, backlash, clearance and tooth contact

gears, backlash, clearance and tooth contact are adjusted according to site and manufacturers' specifications, and engineered drawings

C-13.04.07P

lubricate gears

gears are lubricated according to site and manufacturers' specifications, and engineered drawings and maintenance schedule

C-13.04.08P

reinstall guards, safety devices, ports and covers

guards, safety devices, ports and covers are reinstalled according to site and manufacturers' specifications, engineered drawings and jurisdictional regulations

C-13.04.09P

energize equipment

equipment is energized and started up according to site and manufacturers’ specifications and returned to operation

Range of Variables

tools and equipment include: torque wrenches, jacks, alignment tools, feeler gauges, mechanics’ blue, plasti-gauge, hand tools

safety devices include: light curtains, pressure sensitive matting, keyed switches, lock-outs, physical guards, shear pins

gears include: spur, bevel, spiral, herringbone, helical, worm

Knowledge

Learning Outcomes

Learning Objectives

C-13.04.01L

demonstrate knowledge of gears and gear drives, their components and operation

define terminology associated with gears and gear drives

identify types of gears and gear drives and their components and accessories, and describe their purpose, applications and operation

C-13.04.02L

demonstrate knowledge of safety practices related to gears and gear drives

identify hazards and describe safe work practices associated with gears and gear drives

interpret jurisdictional regulations and manufacturers' specifications pertaining to the use of gears and gear drives

C-13.04.03L

demonstrate knowledge of the procedures used to repair gears and gear drives

identify tools and equipment used to repair gears and gear drives and describe their applications and procedures

identify the factors to consider when determining if gears and gear drives or their components need to be repaired or replaced

describe the procedures used to repair gears and gear drives and their components

C-13.04.04L

demonstrate knowledge of formulae and calculations pertaining to gears and gear drives

identify the factors to consider and required calculations to determine gears and gear drives requirements

identify formulae and perform calculations

Range of Variables

gears include: spur, bevel, spiral, herringbone, helical, worm

gear drives include: planetary, worm, parallel shaft, crown and pinion, rack and pinion

tools and equipment include: torque wrenches, jacks, alignment tools, feeler gauges, mechanics’ blue, plasti-gauge, hand tools

factors include: condition-based monitoring reports (worn bearings, tribology, gear pass frequency)

Task C-14 Performs shaft alignment procedures

Task Descriptor

Alignment procedures are performed to ensure the three dimensional geometry and increase the operating lifespan of rotating equipment. For the purpose of this standard, this task only addresses shaft collinear alignment as the rotational alignment of equipment is performed throughout their respective installation and maintenance tasks.

C-14.01 Performs rough alignment

Essential Skills

Thinking, Document Use, Oral Communication

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Skills

Performance Criteria

Evidence of Attainment

C-14.01.01P

inspect equipment

equipment is inspected for defects

C-14.01.02P

select and use rough alignment tools

rough alignment tools are selected and used to determine degree of misalignment

C-14.01.03P

identify cause of misalignment in equipment

cause of misalignment in equipment is identified to determine corrective action

C-14.01.04P

correct vertical, horizontal and angular misalignment

vertical, horizontal and angular misalignment is corrected by shimming and by adjusting the position of the driver/driven equipment

C-14.01.05P

record alignment data

alignment data is recorded to demonstrate compliance according to job requirements

Range of Variables

defects include: loose fasteners, cracked foundations, pipe strain, damaged housings, soft foot, shaft run-out, end float, defective bearings

rough shaft alignment tools include: straight edge, feeler gauge, taper gauge, level

corrective action include: replacement, repair, adjustment

Knowledge

Learning Outcomes

Learning Objectives

C-14.01.01L

demonstrate knowledge of shaft alignment

define terminology associated with shaft alignment methods

identify tools and equipment used for shaft alignment methods, and describe their applications and procedures

describe the procedures used to determine shaft misalignment

C-14.01.02L

demonstrate knowledge of the procedures used to align shafts

identify the types of rough alignment methods and describe their applications and limitations

describe the procedures used to calculate shims for hot or cold alignment

describe the procedures used to align shafts using the straight edge and feeler gauge method

C-14.01.03L

demonstrate knowledge of safety practices related to shaft alignment

identify hazards and describe safe work practices pertaining to shaft alignment

Range of Variables

shaft alignment is only collinear alignment

shaft alignment methods include: rough, dial, laser

procedures include: pre-alignment checks, selecting tools and equipment, making adjustments

C-14.02 Performs dial alignment

Essential Skills

Numeracy, Document Use, Thinking

NL

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Skills

Performance Criteria

Evidence of Attainment

C-14.02.01P

inspect equipment

equipment is inspected for defects

C-14.02.02P

select and use dial alignment tools

dial alignment tools are selected and used to determine degree of misalignment

C-14.02.03P

identify cause of misalignment in equipment

cause of misalignment in equipment is identified to determine corrective action

C-14.02.04P

correct vertical, horizontal and angular misalignment

vertical, horizontal and angular misalignment is corrected by shimming and by adjusting the position of the driver/driven equipment

C-14.02.05P

record alignment data

alignment data is recorded to demonstrate compliance according to site and manufacturers' specifications

Range of Variables

defects include: loose fasteners, cracked foundations, pipe strain, damaged housings, soft foot, shaft run-out, end float, defective bearings

dial alignment tools include: mag bases, dial indicators, contact points, feeler gauges, straightedges, tape measure

corrective action include: replacement, repair, adjustment

Knowledge

Learning Outcomes

Learning Objectives

C-14.02.01L

demonstrate knowledge of shaft alignment

define terminology associated with shaft alignment methods

identify tools and equipment used for dial alignment methods, and describe their applications and procedures

describe the procedures used to determine shaft misalignment

C-14.02.02L

demonstrate knowledge of the procedures used to align shafts by methods

identify the types of dial alignment methods and describe their applications and limitations

describe the procedures used to calculate shims for hot or cold alignment

describe the procedures used to align shafts using the dial alignment methods

C-14.02.03L

demonstrate knowledge of safety practices related to shaft alignment

identify hazards and describe safe work practices pertaining to shaft alignment

Range of Variables

shaft alignment methods include: rough, dial, laser, optical alignment

dial alignment tools include: mag bases, dial indicators, contact points, feeler gauges, straightedges, tape measure

procedures include: doing pre-alignment checks, selecting tools and equipment, performing calculations, making adjustments

dial alignment methods include: rim and face, reverse dial, cross dial

C-14.03 Performs laser alignment

Essential Skills

Thinking, Numeracy, Document Use

NL

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Skills

Performance Criteria

Evidence of Attainment

C-14.03.01P

inspect equipment

equipment is inspected for defects

C-14.03.02P

select and use laser alignment tools

laser alignment tools are selected and used to determine degree of misalignment

C-14.03.03P

identify cause of misalignment in equipment

cause of misalignment in equipment is identified to determine corrective action

C-14.03.04P

correct vertical, horizontal and angular misalignment

vertical, horizontal and angular misalignment is corrected by shimming and by adjusting the position of the driver/driven equipment

C-14.03.05P

record alignment data

alignment data is recorded to demonstrate compliance according to site and manufacturers' specifications

Range of Variables

defects include: loose fasteners, cracked foundations, pipe strain, damaged housings, soft foot, shaft run-out, end float

laser alignment tools include: laser alignment devices

corrective action include: replacement, repair, adjustment

Knowledge

Learning Outcomes

Learning Objectives

C-14.03.01L

demonstrate knowledge of shaft alignment

define terminology associated with shaft alignment methods

identify tools and equipment used for shaft alignment methods, and describe their applications and procedures

describe the procedures used to determine shaft misalignment

C-14.03.02L

demonstrate knowledge of the procedures used to align shafts

identify the types of laser alignment methods and describe their applications and limitations

describe the procedures used to calculate shims for hot or cold alignment

describe the procedures used to align shafts using the laser methods

C-14.03.03L

demonstrate knowledge of safety practices related to shaft alignment

identify hazards and describe safe work practices pertaining to shaft alignment

Range of Variables

shaft alignment methods include: rough, dial, laser

procedures include: doing pre-alignment checks, selecting tools and equipment, performing calculations, making adjustments

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