Vibration Analyst

Training Program
CAT I Introduction to Machinery Vibrations
CAT II Basic Machinery Vibrations
CAT III Machinery Vibration Analysis
Balancing of Rotating Machinery
CAT IV Advanced Vibration Control
Rotor Dynamics Analysis
Advanced Vibration Analysis
NEW!
Advanced Vibration Diagnostics
Using Case Studies

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V I B R A T I O N A N A LY S T T R A I N I N G P R O G R A M

Practical Applications.
Expert Knowledge.
Real-World Solutions.

Vibration Institute training courses provide unique opportunities to

study vibration principles in a way that goes beyond the textbook and
provides real-world applications. In addition to understanding theories and
techniques our courses:

provide skills to add to your practical knowledge of machines;

offer case studies to help analyze various types of equipment;

include demonstrations and workshops that illustrate methods to solve
vibration problems;
ave been developed using the Body of Knowledge compliant with ISO
h
18436-2 Vibration Condition Monitoring and Diagnostics;
f ollow ISO 18436-3 Requirements for Training Bodies and the Training
Process which defines the requirements for bodies operating training
programs in the machine condition monitoring, diagnostic and correction
technologies.

2 VIBRATION ANALYST TRAINING PROGRAM

Which Course is Best for You?
CAT III
3 years

CAT II CAT IV
18 months MVA 5 years
BRM AVC

BMV RDA
CAT I
6 months

IMV AVA
Accelerate Your
Vibration Program

The Vibration Institute Training Courses offer the highest standards of

knowledge and competence among professionals in the vibration field
today. Courses are taught by Category IV Vibration Analysts who have
extensive field and industry experience, and are experts in vibration analysis.
Their goal is to help all attendees become better analysts and provide them
with an edge in an increasingly competitive marketplace.

2 Ways to Register
To register for any of the training courses listed in this brochure:

Register online at Call the Vibration Institute

vi-institute.org (630) 654-2254

Upon receipt of your registration and payment you will receive a confirmation
letter with additional information and details for your specific training
course. For the most up-to-date information please visit vi-institute.org
and click on Vibration Analysis Training Courses.

Course Materials
Each registered attendee will receive course materials as specified for each
class. These materials are intended to stimulate and assist in the learning
process, as well as provide a permanent reference of information in the
practice of machinery vibration analysis, vibration correction, and balancing.

Register online at vi-institute.org 3

Training Examinations
In accordance with ISO 18436-3 the Vibration Institute offers a training
examination on the course content on the final afternoon of the class.
These examinations are designed to help assess your knowledge and
understanding of the training and course materials.
Each participant is given a score and a performance evaluation study guide
on the training examination immediately after it is administered, in addition
to a class review of the training exam. This information is intended to serve
as an indicator of your technical strengths and areas for improvement.
Please note that completion of the training exam in no way qualifies the
candidate for the Vibration Analyst Certification Exam. This is meant solely
as a review of the materials covered during the training course only.
A combination of education, training and work field experience are required
for a student to sit for a Certification Exam.
PLEASE NOTE: Training exams are not the same as certification exams.
Performance on the training exam is NOT an indication of certification exam
performance.

Onsite Corporate Courses

All of the courses listed in this brochure can be held at your company by one
of our expert Vibration Institute instructors. The courses can be customized
to meet your needs and interests, with course fees based on preparation
and instruction time, course length, course materials, number of attendees,
and associated travel expenses.
Attendance at corporate courses is not limited, but it is recommended
that class size not exceed twenty-five students. If you would like additional
information on any Vibration Institute training course, please contact the
Institute directly at (630) 654-2254 or [email protected].

Continuing Education Units (CEUs)

The Vibration Institute awards Continuing Education Units (CEUs) to
registrants at any Institute training course. One CEU represents ten hours of
classroom time, but is not a mark of achievement.

4 VIBRATION ANALYST TRAINING PROGRAM

Registration
Information
The registration fee covers the cost of all training course sessions, course
materials, demonstrations, breakfasts, breaks and luncheons. Please
register with the Institute in advance of your course online at the Institute’s
website. Registrations received less than ten business (10) days before the
scheduled first day of a training course will be charged an additional $100
registration fee. Participants will receive confirmation of registration and
payment by e-mail. Make checks payable to the Vibration Institute.
All amounts are payable in U.S. currency only.

IMPORTANT NOTICE: Certification Exams are held on the day after the conclusion
of the noted course dates. Typically, this will occur on Saturday morning. Please
adjust your travel plans to accommodate the certification exam if you plan to take it.
Separate registration is required in order to take the Certification Exam.

Cancellation Policy
Transferring registration to another course: Transferring registration to
another course date is allowed, and encouraged instead of canceling. There
is no cost to transfer a registration if received at least ten (10) U.S. business
days before the week of the scheduled course. A $250 administration fee
will be assessed for requests made within ten (10) business days before the
week of the scheduled course.
Cancellation Fees: If canceling a training course registration and not
transferring to another course date, a $250 cancellation fee will be
assessed. For cancellations received within fifteen (15) U.S. business days

Register online at vi-institute.org 5

before the week of the scheduled course, a $500 administrative fee will be
assessed. Cancellations received within five (5) U.S. business days before
the week of a course and no-shows for the course will not receive a refund.
There are additional cancellation fees applied for exam cancellations.

Hotels
Attendees are responsible for making and paying for their own hotel
reservations. The Institute reserves blocks of rooms at the hotel(s) where
all the courses are scheduled if applicable. Room blocks are available
for attendees of Institute training courses until approximately one month
before a course begins. If you need accommodations, please contact the
hotel directly and inform them that you are attending a Vibration Institute-
sponsored training course to receive the special room rate. All rates are
single occupancy unless otherwise noted.

Airline Travel
VI is not responsible for the purchase of non-refundable airline tickets or the
cancellation/charge fees associated with canceling a flight. Please confirm
that the course will be held before purchasing an airline ticket. The Vibration
Institute retains the right to cancel a course up to three weeks before the
first day of any scheduled class.

6 VIBRATION ANALYST TRAINING PROGRAM

Instructors
Vibration Institute instructors are integral in the development and application
of vibration technology and have extensive experience as industry
speakers and instructors. Our instructors draw on their extensive industrial
experience for case histories and examples to illustrate measurement and
computational techniques.

BRAD BARTON has over 25 years’ experience in troubleshooting

rotating equipment and structural problems. Prior to focusing on
vibration, he worked in the plastics industry, cement production
industry, and ran steam turbine/generator overhaul projects. He
has worked with customers across many heavy industries to solve
a wide variety of problems. Brad holds a BS in Mechanical Engineering
Technology from Indiana State University, and has been a Certified Category IV
Vibration Analyst since 1996 through the Vibration Institute.

NELSON L. BAXTER is President of ABM Technical Services, Inc.

and co-founder of Machinery Health Monitoring and Electro-
mechanical Diagnostic Services. His 34 years of experience in
the utilities industry include trouble-shooting rotating equipment,
structural testing, and balancing. He is a contributing editor of
Sound & Vibration Magazine, a Registered Professional Engineer, a
Level IV Certified Vibration Analyst and Instructor for Level IV Class. Baxter holds
an M.S. in Nuclear Engineering from Purdue University.

Register online at vi-institute.org 7

Instructors

STAN BOGNATZ, P.E. is President of M&B Engineered Solutions,

Inc., a company providing vibration analysis, balancing, alignment,
and predictive maintenance services for rotating equipment
users, along with providing condition monitoring systems design,
installation & service, and customer training. Over 30 years of
vibration analysis & reliability experience in power generation,
petrochemical, pulp/paper, and wastewater facilities, and provides specific support
for power generation clients, with extensive experience on large gas, steam and
hydro-turbines. Prior to 2005, he managed and staffed Bently Nevada’s Machinery
Diagnostic Services (MDS) team for almost 20 years. Stan is a certified Category
IV Vibration Analyst through the Vibration Institute, and has authored & presented
technical papers covering diagnostic techniques, balancing, modal analysis, optical
alignment, condition monitoring systems, and lube oil analysis, among others. He
earned a B.S. degree in Mechanical Engineering from Penn State University, and
a Master’s Degree in Business Administration from Wilkes University. He is also a
registered Professional Engineer in the commonwealth of Pennsylvania, a member
of the American Society of Mechanical Engineers, and is a Certified Maintenance &
Reliability Professional (CMRP).

BARRY T. CEASE is President of Cease Industrial Consulting,

Charleston, SC and co-owner of Custom Machinery Solutions, Bristol,
VA. Mr. Cease holds a M.S. in Mechanical Engineering from Georgia
Tech and is an ISO certified category IV vibration analyst through
the Vibration Institute. He spent 14 years as an engineer in the Paper
& Pulp Industry where his work focused on predictive maintenance
& reliability. In 2006 he started his company Cease Industrial Consulting which
provides predictive maintenance & reliability services to customers in a wide range of
industries. He is a member of the Institute’s Board of Directors and ASME.

RAY KELM, P.E. is owner and Chief Engineer of Kelm Engineering,

LLC located in Friendswood, Texas. The company specializes in
numerical modeling and field testing of dynamic systems including
rotating and reciprocating machinery as well as piping systems and
other equipment. He has 30+ years of experience in the oil & gas,
power, manufacturing and petrochemical industries. He holds a B.S.
in Mechanical Engineering from Texas A&M University and a M.S. in Mechanical
and Aerospace Engineering from the University of Virginia. He is a registered
professional engineer in the State of Texas.

8 VIBRATION ANALYST TRAINING PROGRAM

JACK D. PETERS, Accelent Technology LLC, provides consulting
services for vibration analysis training and applications. Prior to
forming Accelent Technology LLC in 2017, Mr. Peters was the Vice
President of International Sales for Connection Technology Center,
Inc. (2004-2016), and his international responsibilities included Asia-
Pacific, Canada, and India. He worked at Eastman Kodak Company, Inc.
(1977-2004) measuring, monitoring, and analyzing vibration problems on process
manufacturing machines for photographic films and papers. He has an AOS degree
in Automotive Technology, an AAS degree in Electrical Technology, and is a Certified
Maintenance and Reliability Professional (CMRP). Certified as a Category IV Vibration
Analyst in accordance with ISO 18436-2, Mr. Peters is an instructor for the Vibration
Institute, Technical Director of Training, Chairman of the Training Committee, and a
member of the Board of Directors for the Vibration Institute.

ALLEN PLYMON is President of Plymon Vibration Consultants, LLC.

He provides consulting and training to many industrial clients
including acceptance testing, root cause failure analysis, advanced
testing and troubleshooting, balancing, remote monitoring and
reliability concepts. Allen is a Category IV Vibration Specialist, through
the Vibration Institute. He has over 30 years of experience determining
and solving machine and structural issues both in repair centers and a wide variety
of industrial plants. He serves on the Vibration Institute Board of Directors as the
Executive Vice President, is member of the Vibration Institute Training Committee,
and a current Vibration Institute Instructor.

BILL PRYOR is the Technical Director for PDM Solutions, Inc.

He has over 35 years experience in the vibration analysis and
rotating machinery field. Field experience includes machinery
troubleshooting, balancing, alignment, structural analysis, transient
testing, and commissioning of rotating equipment. In addition, he
has assisted in the establishment of many PdM programs throughout
industry. Before joining PDMS, Pryor was with PSEG Power from 1986 to 1999
as a Sr. Test Engineer and Bently Nevada Corporation from 1977 to 1986. He has
an AAS in Product and Machine Design from the State University of New York
at Alfred. He sits on the Board of Directors of the Vibration Institute. Bill Pryor is
certified Vibration Analyst Category IV.

Register online at vi-institute.org 9

Instructors

BOB SAYER, P.E. is the President of the Vibration Institute and

owner of Applied Structural Dynamics (Westerville, Ohio). He has
over forty years of experience as a mechanical and structural
engineering consultant to a wide range of industries including pulp
& paper, mining & metals, fossil-fuel & nuclear power generation,
petrochemical, food processing, glass manufacturing, and aerospace
& defense. Mr. Sayer provides analytical and experimental dynamic analysis of
mechanical equipment for design projects, structural and mechanical failure
studies, and process reliability and efficiency studies. Mr. Sayer holds engineering
degrees from Ohio University (BSCE), Cleveland State University (MSIE), and
Purdue University (MSCE). He had the honor and fortune of collaborating with
the late Art Crawford, a pioneer of vibration analysis, on numerous projects. Mr.
Sayer is a regular contributor at technical conferences and has published over
50 technical articles and co-authored 2 chapters in “The Simplified Handbook of
Vibration Analysis”.

DAVID B. SZROM is President & CEO of Mechanical Consultants,

Inc., a technical service company providing machinery repair,
reliability improvement designs, vibration analysis and balancing,
optical and laser alignment and other state of the art technologies
to heavy industrial clients. A graduate of Purdue University, he has
over 4 decades of experience in vibration-based technical support
to a broad range of industries. He previously served as Maintenance Manager for
one of the first high-speed, recycled newsprint mill in the country. Szrom has been
training with the Institute for over 35 years, is a Category IV Analyst, a member of
ASME, the Secretary-Treasurer of the Vibration Institute and a member of
the Board of Directors.

10 VIBRATION ANALYST TRAINING PROGRAM

MONROE VOYLES, P.E. is a mechanical engineer with more than
20 years of experience in across the chemical, oil & gas, pump
improvment and many more industies, most recently serving
as a solutions engineer for ITT Goulds Pumps. His experience
with large electric motors, gas turbines, centrifugal compressors,
reciprocating compressors, steam turbines, large API pumps,
ANSI pumps, liquid ring compressors, cooling tower fans/gear boxes, and large
compressor gear boxes make him the perfect candidate to teach for the Vibration
Institute. Monroe graduated with a B.S.M.E from Louisiana State University in 1994
and became a Professional Engineer in Louisiana in 2002 and Texas in 2014. He is
a CAT IV Vibration Analyst.

TOM WALTER has over 40 years’ experience in the assessment of

machinery components. His has worked for both large and small
companies involving product development and technical support.
His career has involved equipment ranging from machinery on
nuclear submarines to implantable blood pumps to hydro, steam
and wind turbine generators to flywheel energy storage systems. He
has authored or co-authored more than 50 technical publications. Tom holds a
BS in Mechanical Engineering from the University of Dayton and an MBA from
the College of William and Mary. He is a Certified Category IV Vibration Analyst,
and a member of ASME. For more than 20 years he was chairman of the Hudson-
Mohawk chapter of the Vibration Institute.

Register online at vi-institute.org 11

CAT I

Introduction to Machinery Vibrations (IMV)

Introduction to Machinery Vibrations (IMV)

IMV prepares attendees to perform a range of simple machinery vibration
condition monitoring and diagnostic activities. It is recommended for
individuals as an introduction to machinery vibrations and is partial
preparation for the Vibration Analyst Category I Certification Exam.
The workshops and demonstrations scheduled throughout the training
course are used to illustrate theory and applications.
All registered attendees will receive:

Course Training Manual

Printed Copy of Course PowerPoints
orkbook with examples, vibration related questions requiring a solution
W
and 18436-2 Annex A from the Body of Knowledge
Calculator
Ruler
Certificate of Course Completion

The IMV training is a four-day course and will begin at 8:00 a.m. and conclude
at 5:00 p.m. daily (either Monday through Thursday, or Tuesday through Friday,
depending on location). Subject to change.

It is recommended that attendees review the Body of Knowledge found in

ISO 18436-2 Annex A, which can be found at vi-institute.org under Certification,
prior to the course.

“I was blown away by how much knowledge and experience the
instructor had. Having a rotating machine in the class was very
helpful, and I loved the gear video.”

12 VIBRATION ANALYST TRAINING PROGRAM

IMV Course Content Includes:

An introduction and background to Vibration; Sources, Uses, Effects, Definitions,

Predictive Maintenance, Measurement Concepts, Machines, Basic Analysis,
Vibration Sensors and Vibration Instrumentation.
There is a workshop supporting each chapter. The student will test their
knowledge and understanding of the material presented for that chapter by
completing the workshops during the time allowed in class. The instructor will then
review the workshop with the class. The student’s time and understanding of the
work shop materials will aid them in their preparation for the certification exam.

Training and Workshops Include:

Vibration Sources and Use; definitions, units, properties, measurements, motions,

time, frequency and amplitude.
Basic Machinery Vibration; conversions, analysis, excitation, natural frequencies,
resonance and critical speeds.
Data Collection and Analysis; physical observations, sensors, frequency spans,
measures, triggering, sensor mounting, sensor location and instruments.
Machine Characteristics; fault sources, frequencies, design, function, acceptance
testing, fault and condition analysis.
Vibration Instruments; meters, oscilloscopes, data collectors, analyzers and
virtual instruments.
Vibration Testing; periodic monitoring, data collection, transducer positioning,
alarms and reports.
Basic Analysis; mass unbalance, mis-alignment, looseness, rolling element
bearings, blade pass, vane pass and gear mesh.
Vibration Severity; bearing housing evaluation, shaft vibration, gears, bearings,
charts and graphs.

A Vibration Analyst Category I Certification Exam will need to be scheduled outside

of this training agenda. Typically, the Vibration Analyst Category I Certification
Exam is scheduled for 2 hours on Saturday morning. (Course and Exam schedule
are always subject to change based on scheduling or unforeseen circumstances.)

Register online at vi-institute.org 13

CAT II

Basic Machinery Vibrations (BMV )

Basic Machinery Vibrations (BMV)

BMV prepares attendees to perform basic vibration analysis on industrial
machinery using single-channel measurements, with or without trigger
signals, according to established and recognized procedures. It covers
basics of sensors, database and data collector setup, data collection, signal
processing, fault analysis, and basics of single plane balancing. It is partial
preparation for the Vibration Analyst Category II Certification Exam. The
workshops and demonstrations scheduled throughout the training course
are used to illustrate theory and applications.
All registered attendees in the Basic Machinery Vibrations training course
will receive will receive:
Course Training Manual
Printed Copy of Course PowerPoints
orkbook with examples, vibration related questions requiring a solution
W
and 18436-2 Annex A from the Body of Knowledge
Calculator
Ruler
Certificate of Course Completion

The BMV training is a four and one-half day course and will begin at 1:00 p.m. and
conclude at 6:00 p.m. on Monday. It will then begin at 8:00 am and conclude at
5:00 pm daily Tuesday through Friday. Subject to change.

It is recommended that attendees review the Body of Knowledge found in

ISO 18436-2 Annex A, which can be found at vi-institute.org under Certification,
prior to the course.

“Allen was prepared and related so much of the material to his

experiences, it was real world applications, not just
theoretical calculations.”

14 VIBRATION ANALYST TRAINING PROGRAM

BMV Course Content Includes:

An introduction and background to Basic Vibration; Sensors, Instrumentation,

Measurements, Conversion of Measurements, Analysis Techniques, Balancing,
Machine Condition and Evaluation.
There is a workshop supporting each chapter. The student will test their
knowledge and understanding of the material presented for that chapter by
completing the workshops during the time allowed in class. The instructor will then
review the workshop with the class. The student’s time and understanding of the
work shop materials will aid them in their preparation for the certification exam.

Training and Workshops Include:

Basic Machinery Vibrations; units, properties, measurements, motions, time,

excitation, critical speeds, frequency and amplitude.
Data Acquisition; selecting a measure, transducers, frequency spans, data
displays, and calibration.
Data Processing; instruments, sampling, aliasing, windows, dynamic range,
averaging, analyzer set-up, and filters.
Fault Diagnostics; techniques, operating speed, rolling element bearings,
gearboxes, motors, pumps, fans and compressors.
Condition Evaluation; shaft vibration, bearing vibration, casing vibration, historical
data base, charts and graphs.
Machine Testing; equipment, site inspection, acceptance testing, baseline
development, transient testing, presentation of data and reports.
Periodic Monitoring; listing assets, categorizing priorities, route selections,
measurement points, frequency of data collection, reporting of results.
Single Plane Balancing; type of unbalance, balancing equipment, pre-balancing
checks, measurements, trial weights, vector method and balancing solution.

A Vibration Analyst Category II Certification Exam will need to be scheduled outside

of this training agenda. Typically, the Vibration Analyst Category II Certification
Exam is scheduled for 3 hours on Saturday morning. (Course and Exam schedule
are always subject to change based on scheduling or unforeseen circumstances.)

Register online at vi-institute.org 15

CAT III

Machinery Vibration Analysis (MVA)

Machinery Vibration Analysis (MVA)

MVA provides in-depth discussions on time waveforms, FFT’s, phase
and orbit analysis techniques for the evaluation of industrial machinery.
This course is partial preparation for the Vibration Analyst Category III
Certification Exam.
All registered attendees in the Machinery Vibrations Analysis course will
receive the following printed materials:

MVA Training Manual

MVA Course PowerPoints
MVA Workbook
Certificate of Attendance
Calculator
Ruler, Triangles and Protractor

The MVA course is five days in length (40 hours) beginning at 8:00 a.m. on Monday
with completion at 5:00 p.m. on Friday.

It is recommended that attendees review the Basic Machinery Vibration course

materials and the Body of Knowledge found in ISO 18436-2 Annex A, which can be
found at www.vi-institute.org under “Certification” before attending the Machinery
Vibration Analysis course.

“The training session was exciting. The method of explanation was

quite simple, and it induced a lot of stimulating discussions.”

16 VIBRATION ANALYST TRAINING PROGRAM

MVA Course Content Includes:

MVA provides in-depth discussions on time waveforms, FFT’s, phase and orbit analysis
techniques for the evaluation of industrial machinery. It includes ten chapters covering:

Principles of Vibration; the physical nature of vibration, vibratory motion, degrees

of freedom, measures & magnitudes, relationships of displacement, velocity and
acceleration.
Data Acquisition Procedures; accelerometers, velocity sensors, proximity probes,
encoders, signal conditioning, triggering and calibration.
Signal Processing; instrumentation, digital signal processing, resolution, dynamic
range, demodulation, data displays.
Time Waveform Analysis; signal processing and presentation, phase measurement and
analysis, harmonic relationships, and time waveform shape analysis.
Frequency and Phase Analysis; frequency analysis, beats, orders, nonsynchronous
frequencies, resonance, sidebands, modulation and spectral shapes.
Orbit Analysis and Shaft Centerline Position; orbital construction, orbital timing,
orbital analysis, centerline position, and case histories.
Machine Testing; concepts, mode shapes, shaker excitation, impact testing, damping,
amplification and critical speed testing.
Balancing of Rotating Machinery; mass unbalance, force, single plane balancing,
critical speeds, trial weights, pitfalls, one shot methodology, and four run method.
Condition Monitoring and Evaluation; machine knowledge, types of monitoring, route
based, permanent monitoring, protection, screening and trending.
Machine, Components, and Potential Fault Frequencies; common or shared fault
frequencies, fluid film bearings, rotors, rolling element bearings, gearboxes, motors,
generators, pumps, fans, compressors, belt and roll frequencies.
There is a twelve-question multiple choice work shop supporting each chapter. The
student will be provided 30 minutes for each work shop to test their knowledge and
understanding of the material presented for that chapter. The instructor will then review
the workshop with the class. The student’s time and understanding of the work shop
materials will aid them in their preparation for the certification exam.

A Vibration Analyst Category III Certification Exam will need to be scheduled outside of
this training agenda. Typically, the Vibration Analyst Category III Certification Exam is
scheduled for 4 hours on Saturday morning. (Course and Exam schedule are always
subject to change based on scheduling or unforeseen circumstances.)

Register online at vi-institute.org 17

CAT III

Balancing of Rotating Machinery (BRM)

Balancing of Rotating Machinery (BRM)

BRM covers single and basic two-plane balancing techniques. It includes
both field balancing and shop (balancing machine) balancing. Topics
such as pre-balance checks, influence coefficients, balance quality and
tolerances, residual unbalance testing and case histories are included. It is
partial preparation for the Vibration Analyst Category III and IV Certification
Exams, and Balancing Specialist Exam.
All registered attendees in the Balancing of Rotating Machinery training
course will receive:

Course Training Manual

Printed Copy of Course PowerPoints
orkbook with examples, vibration related questions requiring a
W
solution as found in Vibration Institute Guideline No. 1 requirement for
qualification and assessment of balancing personnel.
Calculator
Ruler
Balancing Tools
Certificate of Course Completion

The BRM training is a four and one-half day course and will begin at 1:00 p.m. and
conclude at 6:00 p.m. on Monday. It will then begin at 8:00 a.m. and conclude at
5:00 p.m. daily Tuesday through Friday. Subject to change.

It is recommended that attendees review the Body of Knowledge found in

ISO 18436-2 Annex A, which can be found at vi-institute.org under Certification,
prior to the course.

18 VIBRATION ANALYST TRAINING PROGRAM

BRM Course Content Includes:

Basic aspects of machine balancing, single plane balancing, two plane balancing
techniques, turbine generator balancing, roll balancing, fan balancing and
shop balancing.
There is a work shop supporting each chapter. The student will test their
knowledge and understanding of the material presented for that chapter by
completing the workshops during the time allowed in class. The instructor will then
review the workshop with the class. The student’s time and understanding of the
work shop materials will aid them in their preparation for the exam.

Training and Workshops Include:

Introduction to Balancing; mass unbalance, weight effects, measurements,

equipment, pre-balancing checks, trial weights and types of unbalance.
Single Plane Balancing with Graphical Solution; vector method, balance
sensitivity, phase lag, one shot method, weight addition, weight removal, weight
splitting and combining.
Residual Unbalance and Acceptable Vibration Limits; permissible unbalance,
permissible eccentricity, permissible vibration, and overall limits.
Single Plane Balancing by Influence Coefficients; vector math, application of
influence coefficients, and balancing with proximity probes.
Shop Balancing; rotor classification, rotor supports, drive types, foundations,
instrumentation, keyed rotors, arbors, rotation, speed, correction and residual
unbalance.
Bodé and Polar Plots; critical speed, phase lag, first mode, second mode and a
split critical.
Introduction to Two Plane Balancing; types of unbalance, static couple, influence
coefficient, near plane and far plane effects.
Field Balancing; fans, roll balancing, spindle balancing, natural frequencies, mode
shapes, and case histories

A Balancing Specialist Exam will need to be scheduled outside of this training

agenda. Typically, the Balancing Specialist Exam is scheduled for 3 hours on
Saturday morning. (Course and Exam schedule are always subject to change
based on scheduling or unforeseen circumstances.)

Register online at vi-institute.org 19

CAT IV

Advanced Vibration Analysis (AVA)

Advanced Vibration Analysis (AVA)

This course teaches a wide array of advanced vibration analysis techniques
including two-channel analysis, advanced signal processing, modal analysis,
operating deflection shape (ODS), synchronous time averaging, and
torsional vibration. It is partial preparation for the Vibration Analyst Category
IV Certification Exam. The workshops and demonstrations scheduled
throughout the training course are used to illustrate theory and applications.
All registered attendees in the Advanced Vibration Analysis training course
will receive the following:

Course Training Manual on signal processing and dual-channel analysis

orkbook containing examples, workshop problems and the Body of
W
Knowledge found in ISO 18436-2 Annex A
Training course examination study guide
Certificate of completion

The AVA training is a four-day course and will begin at 8:00 a.m. and conclude
at 5:00 p.m. daily (either Monday through Thursday, or Tuesday through Friday,
depending on location). Subject to change.

It is recommended that attendees review the Body of Knowledge found in

ISO 18436-2 Annex A, which can be found at vi-institute.org under Certification,
prior to the course.

“The Training materials are very nice and the Instructor provided
plenty of depth to each topic.”

20 VIBRATION ANALYST TRAINING PROGRAM

AVA Course Content Includes:

Signal Processing RMS, coherent and non-coherent signals, peak detection,

vector addition, filters, signal-to-signal noise ratio, and FFT calculations.

Signal/Noise Demonstration
Workshop I: Signal Processing Introduction to the FFT, A/D converters, dynamic
range, FFT batch process, buffer fill times, averaging, and overlap.
Workshop II: FFT Basics and Filters FFT Topics, Aliasing, windows, resolution, and
demonstrations.
Workshop III: Aliasing, Windows, and Resolution FFT Accuracy, Side-lobe areas;
accuracy of rectangular, Hanning, and flat-top windows, window resolution, order
spectra, correction of amplitude and frequency from bin location.
Workshop IV: Window Function and Order Spectra Beats and Modulation Time
domain of digitized signals, beats, AM and FM modulation, sum & difference
frequencies, suppressed carrier signals and enveloping, case histories.
Workshop V: Beats and Modulation Time Series Averaging Frequency
synthesizers, averaging one signal and noise, averaging two signals, effect of
synchronous time averaging on bearing defects and modulation, digital filers and
the FFT as a brick wall filter, case histories of synchronous time averaging.
Workshop VI: Time Series Averaging Dual-Channel Basics Test methods, transfer
functions, coherence, mass/spring model, real and imaginary displays, Nyquist
and Bode plots, basic mode shapes, and operating deflection shapes. Introduction
to the Hilbert Transform Torsional Vibration
Workshop VII: Dual-Channel Analysis Damping Measurement and Calculation
Half-power, real or imaginary plots, slope of phase shift, log decrement, dB decay
of waterfall data, and demonstrations.
Workshop VIII: Damping Measurement Modal Testing Testing, analysis, natural
frequencies, damping, and modes. Structural Measurements Vertical pumps,
machine supports, floors, phase leads, turbine blades and fans, axial resonance on
motors with sleeve bearings.
Workshop IX: Modal Testing

Course Review

Training Examination on Course Content (3 hours)

Training Examination Review

Register online at vi-institute.org 21

CAT IV

Advanced Vibration Control (AVC)

Advanced Vibration Control (AVC)

This course is targeted at solving complex vibration problems involving
transient and forced vibrations; resonance, isolation and damping in both
structural dynamic and rotor dynamic systems. It is partial preparation
for the Vibration Analyst Category IV Certification Exam. The workshops
and demonstrations scheduled throughout the training course are used to
illustrate theory and applications.
All registered attendees in the Advanced Vibration Control training course
will receive the following:

Course Training Manual

orkbook containing examples, workshop problems and the Body of
W
Knowledge found in ISO 18436-2 Annex A
Certificate of completion

The AVC training four-and-a-half day course will begin at 1 p.m. and conclude
at 5:00 p.m. on Monday; then will begin at 8:00 a.m. and conclude at 5:00 p.m,
Tuesday through Friday.

It is recommended that attendees review the Body of Knowledge found in

ISO 18436-2 Annex A, which can be found at vi-institute.org under Certification,
prior to the course.

22 VIBRATION ANALYST TRAINING PROGRAM

AVC Course Content Includes:

Introduction Effect of vibration level on fatigue, structural vs. mechanical vibration

severity evaluation, industry specific severity standards.
Transient Free Vibrations Damped and undamped free vibrations of single
and multiple degree-of-freedom systems. Modal testing to determine natural
frequencies, damping, and mode shapes. Intro to the concept of modal
participation. Log decrement, equivalent spring and natural frequency calculations.
Tuning natural frequencies to avoid resonance by changing stiffness and/or mass.
Linear & non-linear stiffness, and temperature & strain rate effects on stiffness.
Workshop I: Free Vibrations
Forced Vibrations Forced harmonic response, damping analysis, and base
motion response. Forced response to periodic non-harmonic and impulse forces.
Sensitivity of modes to placement of dynamic forces. Case histories involving
force modification as a form of vibration control.
Workshop II: Forced Vibrations
Basic Rotor Dynamic Vibration Control Single & multiple degree- of-freedom
models, modal mass, mode shapes, limitations of different modeling techniques,
support and rotor stiffness asymmetry, flexible impellers, gyroscopic effects,
centrifugal stress stiffening, and Lomakin effect in pump rotors. Natural frequency
tuning techniques for rotors.
Workshop III: Rotor Dynamics
Basic Structural Dynamics Dynamic response of structural components of
machines and flexible floor framing systems. Natural frequency tuning techniques
to reduce vibration of structures. Theory and application of tuned Dynamic
Vibration Absorbers (DVA) and Auxiliary Mass Dampers.
Rigid Foundations Rules-of-thumb for foundation design. Single & multiple degree-
of-freedom models. Soil-foundation interface stiffness and damping calculations.
Uncertainties in natural frequency calculations for foundations. Natural frequency
tuning methods for foundations.
Workshop IV: Vibration Control for Structures & Foundations
Isolation Theory of dynamic force Isolation, advantages and disadvantages of
different isolator types, stability requirements for isolation systems, decoupling
of isolated systems from support system. Case histories involving proper and
improper use of isolation.
Workshop V: Isolation
Systems Subjected to Dynamic Pressure Pulsations Sources of pulsations
in pumps, fans and compressors, structural dynamics of piping and ductwork,
acoustic resonance, vibration severity criteria for pipes, vortex shedding problems
and solutions.

Register online at vi-institute.org 23

CAT IV

Rotor Dynamics Analysis (RDA)

Rotor Dynamics Analysis (RDA)

This course teaches both practical diagnostic and theoretical modeling
of rotating systems using journal and rolling element bearings. It is partial
preparation for the Vibration Analyst Category IV Certification Exam.
The workshops and demonstrations scheduled throughout the training
course are used to illustrate theory and applications.
All registered attendees in the Rotor Dynamics Analysis training course will
receive the following:

Course notes
orkbook containing examples, workshop problems and the Body of
W
Knowledge found in ISO 18436-2 Annex A
Training course examination study guide
Certificate of completion

The RDM training is a five-day course and will begin at 8:00 a.m. and conclude at
5:00 p.m. daily (Monday through Friday). Subject to change.

It is recommended that attendees review the Body of Knowledge found in

ISO 18436-2 Annex A, which can be found at vi-institute.org under Certification,
prior to the course.

“Ray presented practical materials, tips, techniques, etc. that were

very helpful to us in real life.”

24 VIBRATION ANALYST TRAINING PROGRAM

RDA Course Content Includes:

Introduction to Rotordynamic Analysis and Purpose

Review of Vibration Basics
Hand Calculations for Lateral
Rotor Critical Speeds
Forced Response Estimates Using Hand Calculations
Basic Rotor Instabilities
Torsional Vibration
API RP 684 Review - Dustin
Bearing Modeling Using Computer Methods
Modeling of Rotors
Modeling Lab
Natural Frequency and Unbalanced Response
Modeling Rotor/Bearing Instabilities
Model Validation
Rotor Balancing Examples
Troubleshooting Techniques

Register online at vi-institute.org 25

Advanced Vibration Diagnostics
Using Case Studies

NEW! Advanced Vibration Diagnostics

Using Case Studies
Designed for more advanced users, this 3.5 day course presents digital
signal analysis and advanced vibration control techniques, together with
natural frequency testing, experimental modal analysis (EMA) and operating
deflection shape (ODS) testing. Case studies will be used to reinforce
principles showing how all these techniques, along with vibration video
amplification (VVA) and experimental stress analysis (ESA) complement
each other.

The course content is an accumulation of over 40 years of the instructor’s

experiences, including numerous studies that were done with the late
Art Crawford. All Attendees will learn a wealth of information concerning
equipment-specific diagnostics. The course content is thus valuable for
higher level vibration analysts (Cat 3 and Cat 4), reliability and maintenance
professionals, structural engineers, and machine designers.

26 VIBRATION ANALYST TRAINING PROGRAM

Day 1:
Introduction to the basics of vibration diagnostics, including time
waveform and frequency spectral analysis, and advanced diagnostic
techniques including operating deflection shape (ODS), experimental
modal analysis (EMA), vibration video amplification (VVA) and finite
element analysis (FEA). Review of natural frequencies, mode shapes, and
the concept of modal participation.

Day 2:
Review of digital signal analysis principles that effect diagnostic studies.
Principles & demonstration of the impact method and the use of variable
speed data to determine natural frequencies and damping. Special
considerations for Shop Testing versus Field Testing. Introduction to
and demonstration of experimental modal techniques used to determine
mode shapes. Verification of Modal Data.

Day 3:
Introduction to and demonstration of operating deflection analysis
testing techniques, including common mistakes made when performing
an ODS. Review of using ODS testing as a substitute for experimental
modal testing; obtaining mode shapes with ODS data instead of modal
data. Introduction to the basics of vibration control techniques.

Day 4:
Using EMA/ODS/FEA to diagnose and correct vibration problems in Fans
and Pumps. Using EMA/ODS/FEA to diagnose and correct vibration
problems in Mixers, Gearboxes, Screens, and Other Equipment. Using
EMA/ODS/FEA to diagnose and correct vibration problems in Piping and
Ductwork.

2.8 CEUs

Register online at vi-institute.org 27

Onsite Corporate Courses

All of the courses listed in this brochure can be held at your company
by one of our expert Vibration Institute instructors. The courses can be
customized to meet your needs and interests, with course fees based on
preparation and instruction time, course length, course materials, number of
attendees, and associated travel expenses.There is no limit to the number of
individuals who can attend any corporate course. If you would like additional
information on any Vibration Institute training course, please contact the
Institute directly at (630) 654-2254 or [email protected].

2 Ways to Register
To register for any of the training courses listed in this brochure:

Register online at Call the Vibration Institute

vi-institute.org (630) 654-2254

Upon receipt of your registration and payment you will receive a confirmation
letter with additional information and details for your specific training course. For
the most up-to-date information please visit vi-institute.org and click on Vibration
Analysis Training Courses.

28 VIBRATION ANALYST TRAINING PROGRAM

Correspondence Courses

For those individuals who are not able to attend scheduled Vibration
Institute Training Courses, or prefer the flexibility to study at their own
pace, the Vibration Institute provides correspondence courses for
the following topics:

CAT I: Intro to Machinery Vibrations

CAT II: Basic Machinery Vibrations
CAT III: Machinery Vibration Analysis
CAT IV: Advanced Vibration Control
CAT IV: Rotor Dynamics Analysis & Advanced Vibration Analysis

For each course, the participant is provided with course notes, workbook, and
study guide. The course notes cover the principles, procedures, example problems,
and case histories in machinery vibration analysis, rotor dynamics, and advanced
vibration control.

The workbook contains practical industrial problems and exercises designed to

provide the participant training in basic principles of the subject, as well as some
experience in solving problems.

The study guide is divided into lessons that lead the participant through the
material in an organized manner. Each lesson contains a reading assignment in
the textbook that is followed by assigned problems in the workbook.

The participant is expected to return the workbook to the Institute upon

completion. Contact the Institute at [email protected] or (630) 654-2254
for assistance and clarification of technical concepts.

Upon completion of a correspondence course the participant receives a Certificate

of Completion including CEUs.

Correspondence courses also provide training points toward recertification as a

Vibration Analyst, and they satisfy necessary prerequisites for scheduled Vibration
Institute training courses.

For additional details please contact the Institute (630) 654-2254 or

[email protected].

Register online at vi-institute.org 29

V I B R AT I O N I N S T I T U T E M E M B E R S H I P

Your Partner
for Success
Dedicated to the dissemination of practical information
on evaluating machinery behavior and condition.

The Vibration Institute invites you to become a member today and utilize
all the organization offers to help you achieve and surpass your personal
and professional goals. Take advantage of the exclusive discounted
Membership. Join now and enjoy a full year of benefits!

“I would like to personally invite you to become a member of the Vibration
Institute, which has one of the most respected certification programs
in the industry for machinery vibration and diagnostics. Join a group
of technical professionals and take full advantage of the many benefits
of membership.”
– Greg Nelson, Membership Chair

Student Individual Individual

Membership Membership Membership
USA International

$
40 YEAR
$
95 YEAR
$
140 YEAR

Individuals actively Individuals residing Individuals residing

enrolled in an institution inside the United States outside the United States
of higher learning. of America who are of America who are
either working or either working or
interested in the field of interested in the field of
vibration analysis. vibration analysis.

JOIN NOW JOIN NOW JOIN NOW

30 VIBRATION ANALYST TRAINING PROGRAM

Vibration Institute Member Benefits

Benefits of Membership
Vibrations magazine subscription — contains technical
articles, case histories, and recent developments in the
industry, standards, products and services.

Personalized Membership Card.

10% discount on publications and correspondence courses

via the online store.

Discount on archived Proceedings of past Vibration Institute

Annual Meetings via the online store.

Discount on all training courses and events, including the

Vibration Institute Annual Training Conference & Expo.

Exclusive Access to the Vibration Institute Website. Open up

a world of information on machinery behavior and condition.
Share information and best practices including online papers,
archived issues of Vibrations and more.

he right to hold office, and serve on committees and/or

T
the Board of Directors.

Apply for a discounted membership today!

Refer a Vibration Professional today!

For a full list of benefits, visit:

www.vi-institute.org/membership

Register online at vi-institute.org 31

2625 Butterfield Road
Suite 128N
Oak Brook, IL 60523
Phone: (630) 654-2254
Fax: (630) 654-2271
www.vi-institute.org