63Part 9: GearboxesMechanical vibration — Measurement and evaluation of machine vibrationVibrations mécaniques — Mesurage et évaluation des vibration de machines — Partie 9: Boîtes de vitessesMechanical vibration — Measurement and evaluation of machine vibration — Part 9: GearboxesE2017-10-12(20) PreparatoryISO/IECISO/IEC  International Standard2017650ISO/IEC 20816‑ISO/IEC 20816‑9ISO/IEC WD 20816-9 DINMeasurement and evaluation of mechanical vibration and shock as applied to machines, vehicles and structuresMechanical vibration, shock and condition monitoring12108 2Heading 2Heading 1 STD Version 2.110 4C:\Standards\ISO\TC108\Sc2\108s2w01\WD20816-9\Layout ISO DIS 20816-9.docx © ISO/IEC 2016 – All rights reservedISO-IEC_-2_ ISO/DIS 18436-10:2026(en)

ISO/TC 108/SC 5

Secretariat: SA

Date: 2025-12-03

Condition monitoring and diagnostics of machines — Requirements for training and certification of personnel — Part 10: Asset Condition Management Specialist

Surveillance et diagnostic d'état des machines — Exigences relatives à la formation et à la certification du personnel — Partie 10: Spécialiste de la surveillance et diagnostic d'état des machine

© ISO 2026

All rights reserved. Unless otherwise specified, or required in the context of its implementation, 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

CP 401 • CH-1214 Vernier, Geneva

Phone: + 41 22 749 01 11

Email: copyright@iso.org

Website: www.iso.org

Published in Switzerland.

Contents Page

Foreword 3

Introduction 4

1 Scope 1

2 Normative references 1

3 Terms and definitions 1

4 Classification of Personnel 1

4.1 General 1

4.2 Asset Condition Management Specialist Category 1 2

4.3 Asset Condition Management Specialist Category 2 2

4.4 Asset Condition Management Specialist Category 3 3

5 Eligibility for Examination and Certification 4

5.1 General 4

5.2 Education 4

5.3 Training 4

5.4 Experience 4

5.5 Pre-requisite qualifications 5

6 Certification Available 5

7 Examination 5

7.1 Content 5

7.2 Examination conduct 6

Annex A (Normative) Training Syllabus 7

Annex B (Normative) Reading and International Standards References 17

B.1 Recommended reading 17

B.2 Applicable International Standards 17

Bibliography 19

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 of the voluntary nature of standards, the meaning of ISO specific terms and expressions related to conformity assessment, as well as information about ISO's adherence to the World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www.iso.org/iso/foreword.html.

This document was prepared by Technical Committee ISO/TC 108, Mechanical vibration, shock and condition monitoring, Subcommittee SC 5, Condition monitoring and diagnostics of machine systems.

This is the first edition of ISO 18436-10.

A list of all parts in the ISO 18436 series can be found on the ISO website.

Any feedback or questions on this document should be directed to the user’s national standards body. A complete listing of these bodies can be found at www.iso.org/members.html.

Introduction

Industry has high standards of engineering competence, but personnel may lack adequate training in, and/or understanding of condition monitoring (CM) techniques and the diagnostics of the accumulated data. The use of condition monitoring and the diagnosis of faults in machinery and structures is now a key activity in predictive maintenance programmes for all industries. The effectiveness of condition monitoring technology depends on the capabilities of individuals who perform the measurements, analyse the data, and provide insight for maintenance personnel, operations, and management to use in their decision-making processes. However, it is by the design and building of condition monitoring strategies and then by the implementation of these condition monitoring activities that enables the insight and intelligence gathered from these activities to add measurable value, reduce uncertainties, and optimise the cost of operation. This will then provide a meaningful and measurable return for the investment in performing these condition monitoring tasks.

ISO 18436-10 is the part of the ISO 18436 series that sets out requirements for the training and certification of personnel involved in the general management and supervision of condition-based maintenance and condition monitoring programs.

A programme, administered by an assessment body, has been developed to train and assess the competence of personnel whose duties require the appropriate theoretical and practical knowledge of machinery condition monitoring and diagnostics.

Certification in accordance with this Standard will provide evidence and recognition of the qualification and competence of individuals to manage condition monitoring activities within a condition-based maintenance strategy.

Condition monitoring and diagnostics of machines — Requirements for training and certification of personnel — Part 10: Asset Condition Management Specialists

This part of ISO 18436 sets out the requirements for qualification and certification of personnel engaged in the oversight, facilitation and management of condition monitoring programmes.

Certification to the requirements of this specification will provide evidence and recognition of the qualification and competence of individuals to manage condition monitoring activities within a condition-based maintenance strategy.

This standard defines a three-category group of training needs, knowledge, skills, and job tasks a qualified person should possess and be capable of performing. This knowledge and related skills will be assessed by an accredited certification body to assess the individual to ensure the applicant has at least the minimum knowledge and skills at the desired certification category.

The following documents are referred to in the text in such a way that some or all of their content constitutes requirements 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 18436‑1, Condition monitoring and diagnostics of machine systems — Requirements for certification of personnel — Part 1: Sector specific requirements for certification bodies and the certification process

For the purpose of this document, the terms and definitions given in ISO 2041 and ISO 13372 apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— ISO Online browsing platform: available at https://www.iso.org/obp/

— IEC Electropedia: available at https://www.electropedia.org/

Individuals certificated in accordance with this specification are classified in one of three categories reflecting their qualification and competence to oversee a general asset condition management program. In addition, persons certified to this standard have been independently assessed and have demonstrated that they meet the requirements set out in this document. The necessary competence and skills in the concepts of asset condition management oversight for this are as indicated in the examination syllabus at Annex A.

This qualification shall demonstrate to the employer or client, that the certified individual has the appropriate knowledge and experience to manage and co-ordinate various Condition Monitoring (CM) activities and the necessary skills and understanding to communicate and debate the necessary functions that may be required by any condition monitoring practitioner within their working control or influence.

The individual will be expected to be able to take a strategic view of condition monitoring and its implementation as well as being able to facilitate discussions at a technical level with practitioners in the specialist disciplines of condition monitoringThis is a unique qualification intended to demonstrate a broad strategic knowledge of condition monitoring and its relevance and successful application in industry.

An outline is given of the competencies and skills required for each category and the detailed recommended topics and sub-topics are shown in Tables A.1 and A.2

The certificated individual will possess an awareness of a range of areas considered relevant to this qualification and:

a) be aware of the basic principles of at least two of the major condition monitoring technologies (e.g.VA, LA, IRT, AE, UT, Electrical condition monitoring etc.);

b) be able to perform basic interpretation of reports and test results and acceptance tests in accordance with relevant specifications and standards;

c) be aware of common fault indications and the alignment of basic corrective actions across two or more condition monitoring data sets;

d) be able to direct routine condition monitoring programmes and fault diagnosis;

e) be able to initiate and validate basic machinery corrective actions;

f) be aware of how condition monitoring technologies relate to each other, be able to assess the relevance and suitability of recommended corrective actions (non-intrusive maintenance) and report on the effectiveness of repairs/changes; and…

g) direct the use of condition monitoring technologies and have an awareness of the principles of the condition monitoring technologies specified in other parts of ISO 18436.

The certificated individual will possess the knowledge and aptitude of a Category 1 person and also possess knowledge of a wide range of areas considered relevant to this qualification and:

a) be aware of the basic principles of at least three of the major condition monitoring technologies (e.g. VA, LA, IRT, AE, US, Electrical condition monitoring etc.);

b) be able to perform the basic interpretation of reports and also evaluate test results and acceptance tests in accordance with the relevant specifications and standards;

c) be able to design, direct and establish routine condition monitoring programmes and non-routine investigations for the purpose of fault diagnosis;

d) be able to manage the condition-monitoring programmes described in 4.3 c), evaluate the alarm sets, write working procedures, and specify acceptance testing procedures;

e) be able to initiate and validate machinery corrective actions;

f) be able to recommend restrictions to machine operation;

g) be able to maintain and manage a database of analysis schedules, results, and diagnosis;

h) be able to understand and direct, when necessary, alternative condition monitoring technologies to verify or investigate issues raised through routine data collection;

i) be able to interpret and implement codes of practice and specifications published in International Standards and other documents;

j) direct the use of condition monitoring technologies with an awareness of the principles of the major condition monitoring technologies specified in other parts of ISO 18436; and…

k) be able to provide guidance, supervision and training to Category 1 & 2 practitioners in respect of the strategic requirements within a given condition monitoring or CBM programme.

The certificated individual will possess the knowledge and aptitude of a Category 2 person and also possess knowledge of a wide range of areas considered relevant to this qualification and:

a) be aware of the basic principles of the major condition monitoring technologies (VA, LA, IRT, AE, US, Electrical condition monitoring etc.);

b) understand the requirements for the collection and exchange of reliability and maintenance data for equipment including equipment classification and hierarchy;

c) understand the relationship between Availability, Reliability and Maintainability (ARM);

d) be able to perform the in-depth interpretation of reports and to create test programs and evaluate test results and acceptance tests, in accordance with the relevant specifications and standards;

e) be able to understand the rationale behind the diagnoses provided for common fault indications and the alignment of basic corrective actions across one or more condition monitoring data sets;

f) be able to design, direct and establish condition monitoring programmes and investigations for the purpose of fault diagnosis;

g) be able to manage the condition-monitoring programmes described in 4.4 f), evaluate the alarm sets, write working procedures, and specify acceptance testing procedures;

h) be able to initiate and validate machinery corrective actions;

i) be able to recommend restrictions to machine operation;

j) be able to assess the relevance and appropriation of the recommend corrective actions (non-intrusive maintenance) and report on effectiveness of any suggested repairs/changes;

k) be able to understand and direct, when necessary, alternative condition monitoring technologies to verify or investigate issues raised through routine data collection;

l) be able to interpret and implement codes of practice and specification published in International Standards and other documents;

m) direct the use of condition monitoring technologies with a familiarity with the principles of the major condition monitoring technologies specified in other parts of ISO 18436; and…

n) be able to provide guidance, supervision and training to Category 1, 2 & 3 practitioners in respect of the strategic requirements within a given condition monitoring or condition-based maintenance programme.

Candidates shall have a combination of education, training, and experience sufficient to ensure that they understand the principles and procedures applicable to the training syllabus described in Annex A and to adequately perform the job tasks outlined in Clause 4 of this standard.

Candidates shall affirm adherence to the code of ethics contained in ISO18436-1

Candidates seeking certification do not need to provide evidence of formal education to establish eligibility however higher education may be an asset to the candidate. All candidates shall be able to use a basic scientific calculator and be familiar with the operation of personal computers. Successful completion of two or more years of engineering at an accredited college, university or technical school is highly recommended for candidates seeking certification.

To be eligible to apply for assessment to the requirements of this standard, candidates shall provide documentary evidence of successful completion of a recognised course of formal training based on the requirements of Annex A. The minimum duration of the recommended training is shown in Table 1.

Training should take the form of formal lectures, demonstrations and trainer specified practical exercises or controlled self-study.

Training should be assessed by the trainer for evidence of adequate knowledge acquisition. Training time shall meet the minimum requirements given in Table 1 and shall include the topics identified in Annex A.

Table 1 — Minimum training durations (hours)

To be eligible for assessment to the requirements to this specification, candidates shall provide evidence of experience in the field of machinery condition monitoring and diagnostics. This may be in direct responsibility for one or more condition monitoring activities or as part of a maintenance management role where oversight of condition monitoring activities is consistently applied and core to the maintenance strategy but may not represent a significant part of the individual’s day-to-day role and responsibilities e.g., Chief Engineer or Engineering Superintendent.

The minimum experience requirements are shown in Table 2.

Table 2 — Minimum experience durations cumulative (months)

To be eligible for assessment to the requirements to this specification, candidates may take an alternate route to certification at category 3 based upon their existing qualification at category 2 or more in any other element of the ISO 18436 training and certification scheme.

a) Category 1;Asset Condition Management Specialist

b) Category 2; and … Asset Condition Management Specialist

c) Category 3.Asset Condition Management Specialist

The examination content shall include items related to the training syllabus contained in Annex A and focused to ensure the candidate with required experience can satisfactorily perform the related job tasks of Clause 4.

For all categories, it is recommended that the candidate should answer a number of questions within a specified duration similar to the examples shown in Table 3.. The questions, based on the Clause 4 Job Description at that category and covering at least the topics shown in Annex A , should have been selected from a database of questions existing at the time of the examination.

The candidates shall be required to answer the number of questions indicated in Table 3.

Table 3 — Minimum examination content

Questions shall be of a practical nature yet shall test the candidate knowledge regarding the concepts and principles required to conduct condition monitoring of machines within the context of a defined condition monitoring strategy. Some questions may involve the interpretation of charts and plots. Simple mathematical calculations using a basic scientific calculator may be required.

Category 3 examinations may include both short answer (narrative) and multiple-choice questions.

The examination content shall be consistent with the training syllabus contained in Annex A.

Assessment bodies may, at their discretion, make accommodation for candidates with conditions that may require some form of compensation (e.g. dyslexia)

In order to maintain confidentiality and integrity, all examinations shall be conducted in accordance with the requirements of ISO 18436-1 and ISO 17024.

1. 
   (Normative)
   
   Training Syllabus

Table A.1 — Overview

Table A.2 — Detailed list of topics (Suggested hours are indicated adjacent to each section heading)

1. 
   (Normative)
   
   Recommended reading and International Standards References
   1. Recommended reading

Table B.1 shows recommended reading from which examination questions may be developed

Table B.1 — Recommended reading

• 1. Applicable International Standards

Relevant International Standards are specified in Table B.2 from which examination questions may be developed. The current published version of each standard applies.

Table B.2 — Applicable International Standards

Bibliography

[1] ISO 9000‑Series, Quality management systems

[2] ISO 13373‑1, Condition monitoring and diagnostics of machines — Vibration condition monitoring — Part 1: General procedures

[3] ISO 13373‑2, Condition monitoring and diagnostics of machines — Vibration condition monitoring — Part 2: Processing, analysis and presentation of vibration data

[4] ISO 13379‑1, Condition monitoring and diagnostics of machine systems — Data interpretation and diagnostics techniques — Part 1: General guidelines

[5] ISO 13381‑1, Condition monitoring and diagnostics of machine systems — Prognostics — Part 1: General guidelines and requirements

[6] ISO 14224, Petroleum, petrochemical and natural gas industries — Collection and exchange of reliability and maintenance data for equipment

[7] ISO 14830‑1, Condition monitoring and diagnostics of machine systems — Tribology-based monitoring and diagnostics — Part 1: General requirements and guidelines

[8] ISO 17359, Condition monitoring and diagnostics of machines — General guidelines

[9] ISO 18095, Condition monitoring and diagnostics of power transformers

[10] ISO 18434‑1, Condition monitoring and diagnostics of machines — Thermography — Part 1: General procedures

[11] ISO 18434‑2, Condition monitoring and diagnostics of machine systems — Thermography — Part 2: Image interpretation and diagnostics

[12] ISO 18436‑1, Condition monitoring and diagnostics of machine systems — Requirements for certification of personnel — Part 1: Sector specific requirements for certification bodies and the certification process

[13] ISO 18436‑2, Condition monitoring and diagnostics of machines – Requirements for qualification and assessment of personnel – Part 2: Vibration Analysis

[14] ISO 18436‑3, Condition monitoring and diagnostics of machines — Requirements for training and certification of personnel — Part 3: Requirements for training bodies and the training process

[15] ISO 18436‑4, Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 4: Field lubricant analysis

[16] ISO 18436‑5, Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 5: Lubricant laboratory technician/analyst

[17] ISO 18436‑6, Condition monitoring and diagnostics of machines — Requirements for certification of personnel — Part 6: Acoustic emission

[18] ISO 18436‑7, Condition monitoring and diagnostics of machines — Requirements for qualification and assessment of personnel — Part 7: Thermography

[19] ISO 18436‑8, Condition monitoring and diagnostics of machines – Requirements for qualification and assessment of personnel – Part 8: Ultrasound

[20] ISO 20958, Condition monitoring and diagnostics of machine systems — Electrical signature analysis of three-phase induction motors

[21] ISO 22096, Condition monitoring and diagnostics of machines — Acoustic emission

[22] ISO 29821, Condition monitoring and diagnostics of machines – Ultrasound – General guidelines, procedures and validation

[23] ISO 55000‑Series, Asset management – Management systems

[24] An Introduction to Condition Monitoring and Diagnostic Technologies, Prof A. Hope & D. Whittle (Editors), BINDT, ISBN 978 0 903132 76 3

[25] Vibration Monitoring & Analysis Handbook, S.R.W. Mills, BINDT, ISBN 0903132397

[26] Vibration Analysis Pocket Guide, RMS Ltd, BINDT, ISBN 0903132362

[27] Infrared Thermography Handbook – Volume 1. Theory & Practice, N. Walker, BINDT, ISBN 0903132338

[28] Infrared Thermography Handbook – Volume 2. Applications, A. N. Nowicki, BINDT, ISBN 090313232X

[29] Have a listen to Ultrasound: The high frequency world of Reliability Thomas J. Murphy, Amazon, ISBN 9798412080727

[30] Acoustic Emission & Ultrasonics, T. Holroyd, Chipping Norton: Coxmoor, ISBN 1901892077

[31] The Wear Debris Analysis Handbook, Roylance B.J. & Hunt T. M, Chipping Norton: Coxmoor, ISBN 1901892026