Major Work Activity C - Services mechanical power transmission components and systems
Table of Contents
- Task C-11 Services prime movers
- Task C-12 Services shafts, bearings and seals
- Task C-13 Services couplings, clutches and brakes
- Task C-14 Services chain and belt drive systems
- Task C-15 Services gear systems
- Task C-16 Performs shaft alignment procedures
Task C-11 Services prime movers
Task Descriptor
Prime movers are the driver of the mechanical system and include equipment such as electric motors, turbines (e.g., 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-11.01 - Installs prime movers
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-11.01.01P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-11.01.02P | determine location and elevation for installation | location and elevation for installation are determined according to engineered drawings |
| C-11.01.03P | prepare foundation | foundation is prepared according to manufacturers’ specifications and engineered drawings |
| C-11.01.04P | 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-11.01.05P | prepare and inspect prime movers | prime movers are prepared and inspected for installation according to manufacturers’ specifications |
| C-11.01.06P | position prime movers | prime movers are positioned manually or with rigging, hoisting/lifting and moving equipment according to site and manufacturers’ specifications, and engineered drawings |
| C-11.01.07P | secure, level and align prime mover | prime mover is secured, levelled and aligned with driven equipment according to site and manufacturers’ specifications, and engineered drawings |
| C-11.01.08P | install auxiliary systems | auxiliary systems are installed according to manufacturers’ specifications and engineered drawings |
| C-11.01.09P | verify rotation | rotation is checked prior to coupling by performing bump test |
| C-11.01.10P | connect prime mover to driven equipment | prime mover is connected to driven equipment using components according to manufacturers’ specifications and engineered drawings |
| C-11.01.11P | install safety guards and safety devices | safety guards and safety devices are installed according to manufacturers’ specifications and regulations |
| C-11.01.12P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation |
Range of Variables (include, but not limited to)
- methods: cleaning, deburring, degreasing, removing scale and debris
- prime movers: electric motors, turbines (e.g., wind, water, gas or steam), internal combustion engines, hydraulic drives
- auxiliary systems: lube pumps, filtration systems, cooling systems, equipment protection devices
- components: couplings, sheaves, sprockets, gear boxes, drive shafts, drive belts, bearings
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-11.01.01L |
demonstrate knowledge of prime movers, their components, accessories, characteristics, applications and operation
|
| C-11.01.02L |
demonstrate knowledge of procedures to install prime movers, and their components and accessories
|
Range of Variables (include, but not limited to)
- prime movers: electric motors, turbines (e.g., wind, water, gas or steam), internal combustion engines, hydraulic drives
- components: couplings, sheaves, sprockets, gear boxes, drive shafts, drive belts, bearings
C-11.02 - Diagnoses prime movers
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-11.02.01P | obtain description of problem and symptoms | description of problem and symptoms is obtained |
| C-11.02.02P | perform sensory inspection of prime movers | sensory inspection is performed |
| C-11.02.03P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-11.02.04P | test and evaluate prime movers | prime movers are tested and evaluated using specialized equipment according to manufacturers’ recommendations |
| C-11.02.05P | perform monitoring and analysis | monitoring and analysis are performed to detect defects not identified through sensory inspection |
| C-11.02.06P | inspect prime movers and components | prime movers and components are inspected for defects and to determine next steps |
| 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 regulations |
| C-11.02.08P | document findings | findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- sensory inspection: listening for excessive noise, smelling burnt or burning components, feeling for excessive vibration and heat, visually inspecting
- prime movers: electric motors, turbines (e.g., wind, water, gas or steam), internal combustion engines
- components: couplings, sheaves, sprockets, gear boxes, drive shafts, drive belts, chain drives, fluid drives, bearings
- defects: excessive wear, corrosion, looseness, eccentricity
- next steps: repair, replace, overhaul, adjust, continue operation
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-11.02.01L |
demonstrate knowledge of prime movers, their components, accessories, characteristics, applications and operation
|
| C-11.02.02L |
demonstrate knowledge of procedures to diagnose prime movers, and their components and accessories
|
| f. |
describe procedures to test prime movers, and their components and accessories
|
| C-11.02.03L |
demonstrate knowledge of regulatory requirements to diagnose prime movers, and their components and accessories
|
| C-11.02.04L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- prime movers: electric motors, turbines (e.g., wind, water, gas or steam), internal combustion engines
- components: couplings, sheaves, sprockets, gear boxes, drive shafts, drive belts, chain drives, fluid drives, bearings
C-11.03 - Maintains prime movers
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-11.03.01P | inspect, modify and adjust prime movers | prime movers are inspected, modified and adjusted according to specifications and operating conditions |
| C-11.03.02P | select and use tools and equipment | tools and equipment are selected used according to task and manufacturers’ specifications |
| C-11.03.03P | align components | components are aligned according to manufacturers’ specifications |
| C-11.03.04P | check coolant and lubricant levels, seals and equipment protection devices | coolant and lubricant levels, seals and equipment protection devices are checked according to site and manufacturers’ specifications |
| C-11.03.05P | monitor temperature, vibration and pressure | temperature, vibration and pressure are monitored |
| C-11.03.06P | check automatic bearing and seal lubrication systems | automatic bearing and seal lubrication systems are checked |
| C-11.03.07P | adjust flow and pressure controls | flow and pressure controls for cooling and lubrication of prime movers are adjusted according to manufacturers’ specifications |
| C-11.03.08P | remove and replace safety guards and safety devices | safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and regulations |
| C-11.03.09P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation |
| C-11.03.10P | identify faulty or damaged equipment | faulty or damaged equipment is identified to determine repair or replacement |
| C-11.03.11P | document actions and findings | actions and findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- prime movers: electric motors, turbines (e.g., wind, water, gas or steam), internal combustion engines
- equipment protection devices: governors, emergency shutdown devices, fuses and circuit breakers
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-11.03.01L |
demonstrate knowledge of prime movers, their components, accessories, characteristics, applications and operation
|
| C-11.03.02L |
demonstrate knowledge of procedures to maintain prime movers, and their components and accessories
|
| C-11.03.03L |
demonstrate knowledge of regulatory requirements to maintain prime movers, and their components and accessories
|
| C-11.03.04L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- prime movers: electric motors, turbines (e.g., wind, water, gas or steam), internal combustion engines
- components: couplings, sheaves, sprockets, gear boxes, drive shafts, drive belts, chain drives, fluid drives, bearings
C-11.04 - Repairs prime movers
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-11.04.01P | access prime movers | prime movers are accessed by removing components |
| C-11.04.02P | dismantle, remove and reassemble prime movers and components | prime movers and components are dismantled, removed and reassembled according to manufacturers’ specifications and engineered drawings |
| C-11.04.03P | select and use tools and equipment | tools and equipment are selected and used according to task and manufacturers’ specifications |
| C-11.04.04P | prepare prime movers for repair | prime movers are prepared for repair according to site and manufacturers’ specifications |
| C-11.04.05P | 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-11.04.06P | machine keys and keyways | keys and keyways are machined according to manufacturers’ specifications and engineered drawings |
| C-11.04.07P | pour and scrape friction bearings | friction bearings are poured and scraped according to manufacturers’ specifications and engineered drawings |
| C-11.04.08P | replace faulty components and auxiliary equipment | faulty components and auxiliary equipment are replaced according to manufacturers’ specifications |
| C-11.04.09P | verify rotation | rotation is checked prior to coupling by performing bump test |
| C-11.04.10P | align components | components are aligned according to manufacturers’ specifications |
| C-11.04.11P | reinstall machine guarding and safety devices | machine guarding and safety devices are reinstalled according to manufacturers’ specifications and regulations |
| C-11.04.12P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation |
| C-11.04.13P | document actions | actions are documented according to site specifications |
Range of Variables (include, but not limited to)
- prime movers: electric motors, turbines (for example wind, water, gas or steam), internal combustion engines
- components: housings, machine guarding, collars, covers, safety controls
- bearings: plain (friction), anti-friction (rolling element), adapter and withdrawal sleeves, housings, babbitt
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-11.04.01L |
demonstrate knowledge of prime movers, their components, accessories, characteristics, applications and operation
|
| C-11.04.02L |
demonstrate knowledge of procedures to repair prime movers, and their components and accessories
|
| C-11.04.03L |
demonstrate knowledge of regulatory requirements to repair prime movers, and their components and accessories
|
| C-11.04.04L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- prime movers: electric motors, turbines (for example wind, water, gas or steam), internal combustion engines
- components: housings, machine guarding, collars, covers, safety controls
Task C-12 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-12.01 - Installs shafts, bearings and seals
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-12.01.01P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-12.01.02P | select shafts, bearings and seals | shafts, bearings and seals are selected according to specifications and engineered drawings |
| C-12.01.03P | measure fits and tolerances | fits and tolerances of shafts, bearings, seals and housings are measured within manufacturers’ specifications |
| C-12.01.04P | position shafts, bearings and seals | shafts, bearings and seals are positioned manually or with rigging, hoisting/lifting and moving equipment according to site and manufacturers’ specifications, and engineered drawings |
| C-12.01.05P | mount seals | seals are mounted according to task and manufacturers’ specifications and engineered drawings |
| C-12.01.06P | mount plain (friction) bearings | plain (friction) bearings are mounted using plain (friction) bearing equipment to fit according to manufacturers’ specifications |
| C-12.01.07P | mount anti-friction (rolling element-type) bearings | anti-friction (rolling element-type) bearings are mounted using anti-friction (rolling element-type) bearings equipment to fit according to manufacturers’ specifications |
| C-12.01.08P | 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-12.01.09P | secure, level and align shafts, bearings and seals | shafts, bearings and seals are secured, levelled and aligned according to site and manufacturers’ specifications, and engineered drawings |
| C-12.01.10P | apply lubricants | lubricants are applied according to site and manufacturers’ specifications, and engineered drawings |
| C-12.01.11P | remove and replace safety guards and safety devices | safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and regulations |
Range of Variables (include, but not limited to)
- shafts: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings, sleeves)
- bearings: plain (friction), anti-friction (rolling element), adapter and withdrawal sleeves, housings, babbitt
- seals: static, dynamic, mechanical, non-contacting (labyrinth/annulus), contact, compression
- specifications: product, operating environment, loads, temperatures, pressures, rpm
- plain (friction) bearings fitting equipment: plasti-gauges, lead wires, mechanics’ blue, scrapers
- anti-friction (rolling element-type) bearings equipment: induction heaters, oil baths, arbour presses, bearing ovens, refrigerator, freezer, dry ice, liquid nitrogen
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lock-outs, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-12.01.01L |
demonstrate knowledge of shafts, bearings, seals, and their components, accessories, characteristics, applications and operation
|
| C-12.01.02L |
demonstrate knowledge of procedures to install shafts, bearings and seals
|
Range of Variables (include, but not limited to)
- shafts: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings, sleeves)
- bearings: plain (friction), anti-friction (rolling element), adapter and withdrawal sleeves, housings, babbitt
- seals: static, dynamic, mechanical, non-contacting (labyrinth/annulus), contact, compression
- specifications: product, operating environment, loads, temperatures, pressures, rpm
C-12.02 - Diagnoses shafts, bearings and seals
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-12.02.01P | obtain description of problem and symptoms | description of problem and symptoms is obtained |
| C-12.02.02P | perform sensory inspection of shafts, bearings and seals for defects | sensory inspection of shafts, bearings and seals is performed to determine next steps |
| C-12.02.03P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-12.02.04P | test and evaluate shafts, bearings and seals | shafts, bearings and seals are tested and evaluated using specialized equipment according to manufacturers’ specifications |
| C-12.02.05P | perform monitoring and analysis | monitoring and analysis are performed to detect defects not identified through sensory inspection |
| C-12.02.06P | remove and replace safety guards and safety devices | safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and regulations |
| C-12.02.07P | document findings | findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- sensory inspection: listening for excessive noise, smelling burnt or burning components, feeling for excessive vibration and heat, looking for leaks, missing and loose parts, looking for worn and damaged components
- shafts: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings)
- bearings: plain (friction), anti-friction (rolling element), adapter and withdrawal sleeves, housings, babbitt
- seals: static, dynamic, mechanical, non-contacting (labyrinth/annulus), contact, compression
- next steps: repair, replace, overhaul, adjust
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-12.02.01L |
demonstrate knowledge of shafts, bearings, seals, and their components, accessories, characteristics, applications and operation
|
| C-12.02.02L |
demonstrate knowledge of procedures to diagnose shafts, bearings and seals
|
| C-12.02.03L |
demonstrate knowledge of regulatory requirements to diagnose shafts, bearings and seals
|
Range of Variables (include, but not limited to)
- shafts: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings)
- bearings: plain (friction), anti-friction (rolling element), adapter and withdrawal sleeves, housings, babbitt
- seals: static, dynamic, mechanical, non-contacting (labyrinth/annulus), contact, compression
C-12.03 - Maintains shafts, bearings and seals
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-12.03.01P | inspect, modify and adjust shafts, bearings and seals | shafts, bearings and seals are inspected according to specifications and operating conditions |
| C-12.03.02P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-12.03.03P | align components | components are aligned according to site and manufacturers’ specifications, and engineered drawings |
| C-12.03.04P | check coolant and lubricant levels, seals and equipment protection devices | coolant and lubricant levels, seals and equipment protection devices are checked according to site and manufacturers’ specifications |
| C-12.03.05P | monitor temperature, vibration and pressure | temperature, vibration and pressure are monitored according to site and manufacturers’ specifications, and engineered drawings |
| C-12.03.06P | 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-12.03.07P | 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-12.03.08P | remove and replace safety guards and safety devices | safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and regulations |
| C-12.03.09P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation |
| C-12.03.10P | identify faulty or damaged equipment | faulty or damaged equipment is identified to determine repair or replacement |
| C-12.03.11P | document actions and findings | actions and findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- shafts: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings)
- bearings: plain (friction), anti-friction (rolling element), adapter and withdrawal sleeves, housings, babbitt
- seals: static, dynamic, mechanical, non-contacting (labyrinth/annulus), contact, compression
- components: couplings, keys, gears, pulleys, sprockets
- equipment protection devices: emergency shutdown devices (temperature, vibration, speed, load)
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-12.03.01L |
demonstrate knowledge of shafts, bearings, seals, and their components, accessories, characteristics, applications and operation
|
| C-12.03.02L |
demonstrate knowledge of procedures to maintain shafts, bearings and seals
|
| C-12.03.03L |
demonstrate knowledge of regulatory requirements to maintain shafts, bearings and seals
|
| C-12.03.04L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- shafts: drive, counter, jack, hollow, shaft accessories (keys, pins, taper bushings, retaining rings)
- bearings: plain (friction), anti-friction (rolling element), adapter and withdrawal sleeves, housings, babbitt
- seals: static, dynamic, mechanical, non-contacting (labyrinth/annulus), contact, compression
C-12.04 - Repairs shafts, bearings and seals
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-12.04.01P | repair and replace faulty shafts, bearings and seals | faulty shafts, bearings and seals are repaired and replaced according to manufacturers’ specifications |
| C-12.04.02P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-12.04.03P | dismantle, remove and reassemble shafts, bearings and seals | shafts, bearings and seals are dismantled, removed and reassembled according to manufacturers’ specifications and engineered drawings |
| C-12.04.04P | pour and scrape friction bearings | friction bearings are poured and scraped according to manufacturers’ specifications and engineered drawings |
| C-12.04.05P | prepare and repair shaft | shaft is prepared and repaired using various methods |
| C-12.04.06P | align components | components are aligned according to manufacturers’ specifications |
| C-12.04.07P | access shafts, bearings and seals | shafts, bearings and seals are accessed by removing components |
| C-12.04.08P | size and replace shafts, bearings and seals | shafts, bearings and seals are sized and replaced according to manufacturers’ specifications |
| C-12.04.09P | 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-12.04.10P | machine keys, keyways and keysets | keys, keyways and keysets are machined according to manufacturers’ specifications |
| C-12.04.11P | remove and replace safety guards and safety devices | safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and regulations |
| C-12.04.12P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications and returned to operation |
| C-12.04.13P | document actions | actions are documented according to site specifications |
Range of Variables (include, but not limited to)
- shafts: drive, counter, jack, hollow, shaft accessories (e.g., keys, pins, taper bushings, retaining rings)
- bearings: plain (friction), anti-friction (rolling element), adapter and withdrawal sleeves, housings, babbitt
- seals: static, dynamic, mechanical, non-contacting (labyrinth/annulus), contact, compression
- methods: sleeving, welding, filing, polishing, machining
- components: couplings, keys, gears, pulleys, housings, sleeves, snap rings, collars, covers, sprockets
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-12.04.01L |
demonstrate knowledge of shafts, bearings, seals, and their components, accessories, characteristics, applications and operation
|
| C-12.04.02L |
demonstrate knowledge of procedures to repair shafts, bearings and seals
|
| C-12.04.03L |
demonstrate knowledge of regulatory requirements to repair shafts, bearings and seals
|
| C-12.04.04L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- shafts: drive, counter, jack, hollow, shaft accessories (e.g., keys, pins, taper bushings, retaining rings)
- bearings: plain (friction), anti-friction (rolling element), adapter and withdrawal sleeves, housings, babbitt
- seals: static, dynamic, mechanical, non-contacting (labyrinth/annulus), contact, compression
- components: couplings, keys, gears, pulleys, housings, sleeves, snap rings, collars, covers, sprockets
- accessories (shaft): keys, pins, taper bushings, retaining rings, sleeves
Task C-13 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-13.01 - Installs couplings, clutches and brakes
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-13.01.01P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-13.01.02P | select couplings, clutches and brakes | couplings, clutches and brakes are selected according to specifications |
| C-13.01.03P | position couplings, clutches and brakes | couplings, clutches and brakes are positioned manually or by using rigging, hoisting/lifting and moving equipment according to site and manufacturers’ specifications, and engineered drawings |
| C-13.01.04P | mount couplings, clutches and brakes | couplings, clutches and brakes are mounted using tools and equipment, and by heating or cooling components |
| C-13.01.05P | 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-13.01.06P | 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-13.01.07P | align couplings, clutches and brakes | couplings, clutches and brakes are aligned according to manufacturers’ specifications |
| C-13.01.08P | lubricate couplings, clutches and brakes | couplings, clutches and brakes are lubricated according to manufacturers’ specifications |
| C-13.01.09P | remove and replace safety guards and safety devices | safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and regulations |
| C-13.01.10P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation |
| C-13.01.11P | document actions and findings | actions and findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- couplings: rigid, elastomeric, grid, mechanical, fluid
- clutches: overrunning, friction, positive contact, fluid, electromagnetic
- brakes: friction, fluid/wet disc, electromagnetic
- specifications: torque, horsepower, loads, temperatures, rpm, environment, manufacturers’ specifications
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-13.01.01L |
demonstrate knowledge of couplings, clutches and brakes, their components, accessories, characteristics, applications and operation
|
| C-13.01.02L |
demonstrate knowledge of procedures to remove and install couplings, clutches and brakes, and their components and accessories
|
| C-13.01.03L |
demonstrate knowledge of regulatory requirements to install couplings, clutches and brakes, and their components and accessories
|
Range of Variables (include, but not limited to)
- couplings: rigid, elastomeric, grid, mechanical, fluid
- clutches: overrunning, friction, positive contact, fluid, electromagnetic
- brakes: friction, fluid/wet disc, electromagnetic
- specifications: torque, horsepower, loads, temperatures, rpm, environment, manufacturers’ specifications
C-13.02 - Diagnoses couplings, clutches and brakes
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-13.02.01P | obtain description of problem and symptoms | description of problem and symptoms is obtained |
| C-13.02.02P | perform sensory inspection of couplings, clutches and brakes for defects | sensory inspection of couplings, clutches and brakes is performed to determine next steps |
| C-13.02.03P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-13.02.04P | perform monitoring and analysis | monitoring and analysis are performed to detect defects not identified through sensory inspection |
| C-13.02.05P | verify lubrication levels and condition | lubrication levels and condition are verified by physical inspection |
| C-13.02.06P | remove and replace safety guards and safety devices | safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and regulations |
| C-13.02.07P | measure clearances of couplings, clutches and brakes | clearances of couplings, clutches and brakes are measured according to manufacturers’ specifications |
| C-13.02.08P | assess and detect faulty or damaged components | faulty or damaged components are assessed and detected to determine repair or replacement |
| C-13.02.09P | document findings | findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- sensory inspection: listening for excessive noise, smelling burnt or burning components, feeling for excessive vibration and heat, looking for missing and loose parts, looking for worn and damaged components
- couplings: rigid, elastomeric, grid, mechanical, fluid
- clutches: overrunning, friction, positive contact, fluid, electromagnetic
- brakes: friction, fluid/wet disc, electromagnetic
- monitoring and analysis: monitoring temperature and vibration levels with specialized equipment
- physical inspection: visually inspect lubrication levels of couplings, clutches or brakes
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-13.02.01L |
demonstrate knowledge of couplings, clutches and brakes, their components, accessories, characteristics, applications and operation
|
| C-13.02.02L |
demonstrate knowledge of procedures to repair couplings, clutches and brakes, and their components and accessories
|
| C-13.02.03L |
demonstrate knowledge of regulatory requirements to repair couplings, clutches and brakes, and their components and accessories
|
Range of Variables (include, but not limited to)
- couplings: rigid, elastomeric, grid, mechanical, fluid
- clutches: overrunning, friction, positive contact, fluid, electromagnetic
- brakes: friction, fluid/wet disc, electromagnetic
C-13.03 - Maintains couplings, clutches and brakes
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-13.03.01P | access couplings, clutches and brakes | couplings, clutches and brakes are accessed by removing guards, safety devices and components |
| C-13.03.02P | 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 |
| C-13.03.03P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-13.03.04P | assess machine keys and keyways | keys and keyways are assessed according to manufacturers’ specifications and engineered drawings |
| C-13.03.05P | assess condition of couplings, clutches and brakes, and their components | condition of couplings, clutches and brakes, and their components is assessed |
| C-13.03.06P | replace faulty components | faulty components are replaced according to site and manufacturers’ specifications, and engineered drawings |
| C-13.03.07P | reinstall machine guarding and safety devices | machine guarding and safety devices are reinstalled according to site and manufacturers’ specifications, and regulations |
| C-13.03.08P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications and returned to operation |
| C-13.03.09P | document actions and findings | actions and findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- couplings: rigid, elastomeric, grid, fluid
- clutches: overrunning, friction, positive contact, fluid, electromagnetic
- brakes: friction, fluid/wet disc, electromagnetic
- components: springs, grids, elastomeric elements, friction pads, diaphragms
- condition: fluid levels, wear, alignment, heat, vibration, noise
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-13.03.01L |
demonstrate knowledge of couplings, clutches and brakes, their components, accessories, characteristics, applications and operation
|
| C-13.03.02L |
demonstrate knowledge of procedures to maintain couplings, clutches and brakes, and their components and accessories
|
| C-13.03.03L |
demonstrate knowledge of regulatory requirements to maintain couplings, clutches and brakes, and their components and accessories
|
| C-13.03.04L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- couplings: rigid, elastomeric, grid, fluid
- clutches: overrunning, friction, positive contact, fluid, electromagnetic
- brakes: friction, fluid/wet disc, electromagnetic
- components: springs, grids, elastomeric elements, friction pads, diaphragms
C-13.04 - Repairs couplings, clutches and brakes
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-13.04.01P | access couplings, clutches and brakes | couplings, clutches and brakes are accessed by removing safety guards and safety devices |
| C-13.04.02P | repair or replace faulty couplings, clutches and brakes | faulty couplings, clutches and brakes are repaired or replaced according to site and manufacturers’ specifications, and engineered drawings |
| C-13.04.03P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-13.04.04P | dismantle, remove and reassemble couplings, clutches and brakes | couplings, clutches and brakes are dismantled, removed and reassembled according to manufacturers’ specifications and engineered drawings |
| C-13.04.05P | recondition couplings, clutches and brakes and their components | couplings, clutches and brakes and their components are reconditioned according to manufacturers’ specifications and engineered drawings |
| C-13.04.06P | replace coupling, clutch and brake components | coupling, clutch and brake components are replaced according to manufacturers’ specifications and engineered drawings |
| C-13.04.07P | adjust couplings, clutches and brakes | couplings, clutches and brakes are adjusted according to manufacturers’ specifications and engineered drawings |
| C-13.04.08P | align coupling, clutch and brake components | coupling, clutch and brake components are aligned according to manufacturers’ specifications and engineered drawings |
| C-13.04.09P | reinstall guards and safety devices | guards and safety devices are reinstalled according to site and manufacturers’ specifications and regulations |
| C-13.04.10P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications and returned to operation |
| C-13.04.11P | document actions | actions are documented according to site specifications |
Range of Variables (include, but not limited to)
- couplings: rigid, elastomeric, grid, mechanical, fluid
- clutches: overrunning, friction, positive contact, fluid, electromagnetic
- brakes: friction, fluid/wet disc, electromagnetic
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
- components: springs, grids, elastomeric elements, friction pads, diaphragms
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-13.04.01L |
demonstrate knowledge of couplings, clutches and brakes, their components, accessories, characteristics, applications and operation
|
| C-13.04.02L |
demonstrate knowledge of procedures to repair couplings, clutches and brakes, and their components and accessories
|
| C-13.04.03L |
demonstrate knowledge of regulatory requirements to repair couplings, clutches and brakes, and their components and accessories
|
| C-13.04.04L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- couplings: rigid, elastomeric, grid, mechanical, fluid
- clutches: overrunning, friction, positive contact, fluid, electromagnetic
- brakes: friction, fluid/wet disc, electromagnetic
- components: springs, grids, elastomeric elements, friction pads, diaphragms
Task C-14 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 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-14.01 - Installs chain and belt drive systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-14.01.01P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-14.01.02P | select chain and belt drive systems | chain and belt drive systems are selected according to engineered drawings and equipment application |
| C-14.01.03P | position chain and belt drive systems | chain and belt drive systems are positioned manually or with rigging, hoisting/lifting and moving equipment according to site and manufacturers’ specifications, and engineered drawings |
| C-14.01.04P | assemble chain and belt drive systems | chain and belt drive systems are assembled according to site and manufacturers’ specifications and engineered drawings |
| C-14.01.05P | align chain and belt drive systems | chain and belt drive systems are aligned according to site and manufacturers’ specifications, and engineered drawings |
| C-14.01.06P | 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 site and manufacturers’ specifications and engineered drawings |
| C-14.01.07P | lubricate chains | chains are lubricated according to site and manufacturers’ specifications, and engineered drawings |
| C-14.01.08P | remove and replace safety guards and safety devices | safety guards and safety devices are removed and replaced according to site and manufacturers’ specifications, and regulations |
| C-14.01.09P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications and returned to operation |
Range of Variables (include, but not limited to)
- chain drive systems: roller, silent, composite, lube free
- belt drive systems: v-belt, cog belt, synchronous, flat belt, poly-V belts, round belts
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-14.01.01L |
demonstrate knowledge of chain and belt drive systems, their components, accessories, characteristics, applications and operation
|
| C-14.01.02L |
demonstrate knowledge of procedures to install chain and belt drive systems, and their components and accessories
|
| C-14.01.03L |
demonstrate knowledge of formulas and calculations for chain and belt drive systems
|
Range of Variables (include, but not limited to)
- chain drive systems: roller, silent, composite, lube free
- belt drive systems: v-belt, cog belt, synchronous, flat belt, poly-V belts, round belts
- components: sprockets and sheaves, taper bushing, link (half link, offset), master link
- formulas: belt/chain lengths, speed and torque ratios, belt tension, chain slack
- conditions: torque, horsepower, loads, temperatures, rpm, shaft angles (incline or flat)
C-14.02 - Diagnoses chain and belt drive systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-14.02.01P | obtain description of problem and symptoms | description of problem and symptoms is obtained |
| C-14.02.02P | perform sensory inspection of chain and belt drive systems | sensory inspection of chain and belt drive systems is performed to determine next steps |
| C-14.02.03P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-14.02.04P | test and evaluate chain and belt drive systems | chain and belt drive systems are tested and evaluated according to site and manufacturers’ specifications, and engineered drawings |
| C-14.02.05P | perform monitoring and analysis | monitoring and analysis are performed to detect defects not identified through sensory inspection |
| C-14.02.06P | verify chain lubrication and condition | chain lubrication and condition are verified according to site and manufacturers’ specifications, and engineered drawings |
| C-14.02.07P | 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-14.02.08P | assess and detect faulty or damaged components | faulty or damaged components are assessed and detected to determine next steps |
| C-14.02.09P | document findings | findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- sensory inspection: listening for excessive noise, smelling burnt or burning components, feeling for excessive vibration and heat, looking for missing and loose parts, looking for worn and damaged components
- chain drive systems: roller, silent, composite, lube free
- belt drive systems: v-belt, cog belt, synchronous, flat belt, poly-V belts, round belts
- components: sprockets and sheaves, taper bushing, link (half-link, offset)
- next steps: repair, replace, overhaul, adjust, continue operation
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-14.02.01L |
demonstrate knowledge of chain and belt drive systems, their components, accessories, characteristics, applications and operation
|
| C-14.02.02L |
demonstrate knowledge of procedures to diagnose chain and belt drive systems, and their components and accessories
|
| C-14.02.03L |
demonstrate knowledge of regulatory requirements to diagnose chain and belt drive systems, and their components and accessories
|
| C-14.02.04L |
demonstrate knowledge of formulas and calculations for chain and belt drive systems
|
Range of Variables (include, but not limited to)
- chain drive systems: roller, silent, composite, lube free
- belt drive systems: v-belt, cog belt, synchronous, flat belt, poly-V belts, round belts
- next steps: repair, replace, overhaul, adjust, continue operation
- components: sprockets and sheaves, taper bushing, link (half-link, offset)
- formulas: belt/chain lengths, speed and torque ratios, belt tension, chain slack, chain stretch
C-14.03 - Maintains chain and belt drive systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-14.03.01P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-14.03.02P | access chain and belt drive systems | chain and belt drive systems are accessed by removing guards, safety devices and components |
| C-14.03.03P | clean, inspect, modify and adjust chain and belt drive systems | chain and belt drive systems are cleaned, inspected, modified and adjusted according to site and manufacturers’ specifications, and operating conditions |
| C-14.03.04P | check and replace lubricants on chain drive systems | lubricants on chain drive systems are checked and replaced according to site and manufacturers’ specifications, and engineered drawings |
| C-14.03.05P | check lubrication systems | lubrication systems are checked according to site and manufacturers’ specifications, and engineered drawings |
| C-14.03.06P | check condition of components | condition of components is checked according to site and manufacturers’ specifications, and engineered drawings |
| C-14.03.07P | check alignment of sprockets and sheaves | alignment of sprockets and sheaves is checked according to site and manufacturers’ specifications, and engineered drawings |
| C-14.03.08P | adjust chain and belt drive systems | chain and belt drive system slack/tension is adjusted according to site and manufacturers’ specifications, and engineered drawings |
| C-14.03.09P | reinstall machine guarding and safety devices | machine guarding and safety devices are reinstalled according to site and manufacturers’ specifications, and regulations |
| C-14.03.10P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation |
| C-14.03.11P | document actions and findings | actions and findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- chain drive systems: roller, silent, composite, lube free
- belt drive systems: v-belt, cog belt, banded synchronous, flat belt, poly-V belts, round belts
- lubrication systems: oil bath, drip, closed loop system, pressurized system, auto lube
- components: sprockets and sheaves, taper bushing, connecting link, offset link
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-14.03.01L |
demonstrate knowledge of chain and belt drive systems, their components, accessories, characteristics, applications and operation
|
| C-14.03.02L |
demonstrate knowledge of procedures to maintain chain and belt drive systems, and their components and accessories
|
| C-14.03.03L |
demonstrate knowledge of regulatory requirements to maintain chain and belt drive systems, and their components and accessories
|
| C-14.03.04L |
demonstrate knowledge of formulas and calculations for chain and belt drive systems
|
| C-14.03.06L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- chain drive systems: roller, silent, composite, lube free
- belt drive systems: v-belt, cog belt, banded synchronous, flat belt, poly-V belts, round belts
- components: sprockets and sheaves, taper bushing, connecting link, offset link
- formulas: belt/chain lengths, speed and torque ratios, belt tension, chain slack
C-14.04 - Repairs chain and belt drive systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-14.04.01P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-14.04.02P | repair and replace faulty chain and belt drive systems | faulty chain and belt drive systems are repaired and replaced according to site and manufacturers’ specifications, and engineered drawings |
| C-14.04.03P | dismantle, remove and reassemble chain and belt drive systems | chain and belt drive systems are dismantled, removed and reassembled according to manufacturers’ specifications and engineered drawings |
| C-14.04.04P | access chain and belt drive systems | chain and belt drive systems are accessed by removing safety guards and safety devices |
| C-14.04.05P | align components | components are aligned according to site and manufacturers’ specifications, and engineered drawings |
| C-14.04.06P | lubricate chain drive system | chain drive system is lubricated according to site and manufacturers’ specifications, and engineered drawings |
| C-14.04.07P | reinstall guards and safety devices | guards and safety devices are reinstalled according to site and manufacturers’ specifications, engineered drawings and regulations |
| C-14.04.08P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation |
| C-14.04.09P | document actions | actions are documented according to site specifications |
Range of Variables (include, but not limited to)
- tools and equipment: hydraulic presses, pullers, torque wrenches and alignment tools, chain breakers, hand tools, belt-tensioning tools
- chain drive systems: roller, silent, composite, lube free
- belt drive systems: v-belt, cog belt, synchronous, flat belt, high torque drive (HTD), poly-V belts, round belts
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
- components: sprockets and sheaves, taper bushing, connecting link, offset link
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-14.04.01L |
demonstrate knowledge of chain and belt drive systems, their components, accessories, characteristics, applications and operation
|
| C-14.04.02L |
demonstrate knowledge of procedures to repair chain and belt drive systems, and their components and accessories
|
| C-14.04.03L |
demonstrate knowledge of regulatory requirements to repair chain and belt drive systems, and their components and accessories
|
| C-14.04.04L |
demonstrate knowledge of formulas and calculations for chain and belt drive systems
|
| C-14.04.05L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- chain drive systems: roller, silent, composite, lube free
- belt drive systems: v-belt, cog belt, synchronous, flat belt, high torque drive (HTD), poly-V belts, round belts
- components: sprockets and sheaves, taper bushing, connecting link, offset link
- tools and equipment: hydraulic presses, pullers, torque wrenches and alignment tools, chain breakers, hand tools, belt tensioning tools
- formulas: belt/chain lengths, speed and torque ratios, belt tension
Task C-15 Services gear systems
Task Descriptor
Gear systems transmit torque, power, and rotary and linear movement from one component to another and may 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-15.01 - Installs gear systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-15.01.01P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-15.01.02P | select gear systems | gear systems are selected according to site and manufacturers’ specifications, engineered drawings and equipment application |
| C-15.01.03P | 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-15.01.04P | assemble gear systems | gear systems are assembled according to site and manufacturers’ specifications, and engineered drawings |
| C-15.01.05P | align gear systems | gear systems are aligned according to site and manufacturers’ specifications, and engineered drawings |
| C-15.01.06P | check and adjust backlash and tooth contact | backlash and tooth contact is checked and adjusted according to manufacturers’ specifications and engineered drawings |
| C-15.01.07P | lubricate gear systems | gear systems are lubricated according to site and manufacturers’ specifications, and engineered drawings |
| C-15.01.08P | install safety guards and safety devices | safety guards and safety devices are installed according to site and manufacturers’ specifications, engineered drawings and regulations |
| C-15.01.09P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation |
Range of Variables (include, but not limited to)
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-15.01.01L |
demonstrate knowledge of gears and gear drives, their components, accessories, characteristics, applications and operation
|
| C-15.01.02L |
demonstrate knowledge of procedures to install and align gears and gear drives, and their components and accessories
|
| C-15.01.03L |
demonstrate knowledge of gear engagement procedures
|
| C-15.01.04L |
demonstrate knowledge of regulatory requirements to install gears and gear drives, and their components and accessories
|
| C-15.01.05L |
demonstrate knowledge of formulas and calculations for gears and gear drives
|
Range of Variables (include, but not limited to)
- gears: spur, straight bevel, spiral bevel, herringbone, helical, worm, hypoid, internal, mitre
- gear drives: planetary, worm, parallel shaft, crown and pinion, rack and pinion
- formulas: diametral pitch, pitch diameter, gear ratios, module
C-15.02 - Diagnoses gear systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-15.02.01P | obtain description of problem and symptoms | description of problem and symptoms is obtained |
| C-15.02.02P | perform sensory inspection of gear systems | sensory inspection of gear systems is performed to determine next steps |
| C-15.02.03P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-15.02.04P | test and evaluate gear systems | gear systems are tested and evaluated according to site and manufacturers’ specifications, and engineered drawings |
| C-15.02.05P | perform monitoring and analysis | monitoring and analysis are performed to detect defects not identified through sensory inspection |
| C-15.02.06P | verify lubrication level and condition | lubrication level and condition are verified according to site and manufacturers’ specifications, and engineered drawings |
| C-15.02.07P | 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 regulations |
| C-15.02.08P | 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-15.02.09P | assess and detect faulty or damaged components | faulty or damaged components are assessed and detected to determine next steps |
| C-15.02.10P | document findings | findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- sensory inspection: listening for excessive noise, smelling burnt or burning components, feeling for excessive vibration and heat, looking for missing and loose parts, looking for worn and damaged components
- next steps: repair, replace, overhaul, adjust, continue operation
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-15.02.01L |
demonstrate knowledge of gears and gear drives, their components, accessories, characteristics, applications and operation
|
| C-15.02.02L |
demonstrate knowledge of procedures to diagnose gears and gear drives, and their components and accessories
|
| C-15.02.03L |
demonstrate knowledge of gear engagement procedures
|
| C-15.02.04L |
demonstrate knowledge of regulatory requirements to install gears and gear drives, and their components and accessories
|
| C-15.02.05L |
demonstrate knowledge of formulas and calculations for gears and gear drives
|
Range of Variables (include, but not limited to)
- gears: spur, straight bevel, spiral bevel, herringbone, helical, worm, hypoid, internal, mitre
- gear drives: planetary, worm, parallel shaft, crown and pinion
- formulas: diametral pitch, pitch diameter, gear ratios, module
C-15.03 - Maintains gear systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-15.03.01P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-15.03.02P | access gear systems | gear systems are accessed by removing guards, inspection ports, covers and safety devices |
| C-15.03.03P | clean, inspect, modify and adjust gear systems | gear systems are cleaned, inspected, modified and adjusted according to site and manufacturers’ specifications |
| C-15.03.04P | check vents, lubricants and seals | vents, lubricants and seals are checked according to site and manufacturers’ specifications, and engineered drawings |
| C-15.03.05P | check condition of gear systems | condition of gear systems and components are checked according to site and manufacturers’ specifications, and engineered drawings |
| C-15.03.06P | 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 regulations |
| C-15.03.07P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation |
| C-15.03.08P | document actions and findings | actions and findings are documented according to site specifications |
Range of Variables (include, but not limited to)
- tools and equipment: dial indicators, feeler gauges, laser alignment tool, micrometer, plasti‑gauge, mechanics’ blue, lead wire, hand tools, ultrasonic analysis, vibration analysis, fluid analysis
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
- condition: alignment, backlash, clearance, tooth contact
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-15.03.01L |
demonstrate knowledge of gears and gear drives, their components, accessories, characteristics, applications and operation
|
| C-15.03.02L |
demonstrate knowledge of procedures to diagnose gears and gear drives, and their components and accessories
|
| C-15.03.03L |
demonstrate knowledge of gear engagement procedures
|
| C-15.03.04L |
demonstrate knowledge of regulatory requirements to install gears and gear drives, and their components and accessories
|
| C-15.03.05L |
demonstrate knowledge of formulas and calculations for gears and gear drives
|
| C-15.03.06L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- gears: spur, straight bevel, spiral bevel, herringbone, helical, worm, hypoid, internal, mitre
- gear drives: planetary, worm, parallel shaft, crown and pinion, rack and pinion
- tools and equipment: dial indicators, feeler gauges, laser alignment tool, micrometer, plasti‑gauge, mechanics’ blue, lead wire, hand tools, ultrasonic analysis, vibration analysis, fluid analysis
- factors: condition-based monitoring reports (e.g., worn bearings, tribology, gear pass frequency)
- formulas: diametral pitch, pitch diameter, gear ratios, module
C-15.04 - Repairs gear systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-15.04.01P | repair and replace faulty gear systems | faulty gear systems are repaired and replaced according to site and manufacturers’ specifications, and engineered drawings |
| C-15.04.02P | select and use tools and equipment | tools and equipment are selected and used according to task, specifications and regulations |
| C-15.04.03P | 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-15.04.04P | dismantle, remove and reassemble gear systems | gear systems are dismantled, removed and reassembled according to manufacturers’ specifications and engineered drawings |
| C-15.04.05P | 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-15.04.06P | 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-15.04.07P | lubricate gears | gears are lubricated according to site and manufacturers’ specifications, and engineered drawings |
| C-15.04.08P | reinstall guards, safety devices, ports and covers | guards, safety devices, ports and covers are reinstalled according to site and manufacturers’ specifications, engineered drawings and regulations |
| C-15.04.09P | energize equipment | equipment is energized and started up according to site and manufacturers’ specifications, and returned to operation |
| C-15.04.10P | document actions | actions are documented according to site specifications |
Range of Variables (include, but not limited to)
- safety devices: light curtains, pressure-sensitive matting, keyed switches, lockouts, physical guards
- gears: spur, straight bevel, spiral bevel, herringbone, helical, worm, hypoid, internal, mitre
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-15.04.01L |
demonstrate knowledge of gears and gear drives, their components, accessories, characteristics, applications and operation
|
| C-15.04.02L |
demonstrate knowledge of procedures to diagnose gears and gear drives, and their components and accessories
|
| C-15.04.03L |
demonstrate knowledge of regulatory requirements to install gears and gear drives, and their components and accessories
|
| C-15.04.04L |
demonstrate knowledge of formulas and calculations for gears and gear drives
|
| C-15.04.05L |
demonstrate knowledge of sustainability and environmental stewardship practices
|
Range of Variables (include, but not limited to)
- gears: spur, straight bevel, spiral bevel, herringbone, helical, worm, hypoid, internal, mitre
- gear drives: planetary, worm, parallel shaft, crown and pinion, rack and pinion
- formulas: diametral pitch, pitch diameter, gear ratios, module
Task C-16 Performs shaft alignment procedures
Task Descriptor
Alignment procedures are performed to ensure colinear shaft alignment in the horizontal and vertical planes, and to increase the operating lifespan of rotating equipment. For this standard, this task only addresses collinear shaft alignment.
C-16.01 - Performs rough alignment
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-16.01.01P | inspect equipment | equipment is inspected for defects |
| C-16.01.02P | select and use rough shaft alignment tools | rough shaft alignment tools are selected to determine degree of misalignment |
| C-16.01.03P | identify cause of misalignment in equipment | cause of misalignment in equipment is identified to determine corrective action |
| C-16.01.04P | correct vertical, horizontal and angular misalignment | vertical, horizontal and angular misalignment is corrected by shimming and by adjusting position of driver/driven equipment |
| C-16.01.05P | record alignment data | alignment data are recorded to demonstrate compliance according to task |
Range of Variables (include, but not limited to)
- defects: loose fasteners, cracked foundations, pipe strain, damaged housings, end float, soft foot, excessive run-out, defective bearings
- rough shaft alignment tools: straight edge, feeler gauge, taper gauge, level
- corrective action: replacement, repair, adjustment
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-16.01.01L |
demonstrate knowledge of shafts, their components, accessories, characteristics, applications and operation
|
| C-16.01.02L |
demonstrate knowledge of rough alignment procedures
|
Range of Variables (include, but not limited to)
- rough shaft alignment tools: straight edge, feeler gauge, taper gauge, level
- rough alignment procedures: pre-alignment checks, selecting tools and equipment, making adjustments
C-16.02 - Performs dial alignment
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-16.02.01P | inspect equipment | equipment is inspected for defects |
| C-16.02.02P | select and use dial alignment tools | dial alignment tools are selected and used to determine degree of misalignment |
| C-16.02.03P | identify cause of misalignment in equipment | cause of misalignment in equipment is identified to determine corrective action |
| C-16.02.04P | correct offset and angular misalignment in horizontal and vertical planes | offset and angular misalignment in horizontal and vertical planes are corrected by shimming and by adjusting position of driver/driven equipment |
| C-16.02.05P | record alignment data | alignment data are recorded according to site and manufacturers’ specifications |
Range of Variables (include, but not limited to)
- defects: loose fasteners, cracked foundations, pipe strain, damaged housings, soft foot, excessive run-out, defective bearings
- dial alignment tools: mag bases, dial indicators, contact points, feeler gauges, straightedges, tape measure
- corrective action: replacement, repair, adjustment
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-16.02.01L |
demonstrate knowledge of shafts, their components, accessories, characteristics, applications and operation
|
| C-16.02.02L |
demonstrate knowledge of dial alignment procedures
|
Range of Variables (include, but not limited to)
- dial alignment procedures: doing pre-alignment checks, selecting tools and equipment, performing calculations, accounting for dial bar sag, making adjustments
- dial alignment tools: mag bases, dial indicators, contact points, feeler gauges, straightedges, tape measure
- dial alignment methods: rim and face, reverse dial, cross dial
C-16.03 - Performs laser alignment
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| C-16.03.01P | inspect equipment | equipment is inspected for defects |
| C-16.03.02P | select and use laser alignment tools | laser alignment tools are selected to determine degree of misalignment |
| C-16.03.03P | identify cause of misalignment in equipment | cause of misalignment in equipment is identified to determine corrective action |
| C-16.03.04P | correct offset and angular misalignment in horizontal and vertical planes | offset and angular misalignment in horizontal and vertical planes is corrected by shimming and by adjusting position of driver/driven equipment |
| C-16.03.05P | record alignment data | alignment data are recorded according to site and manufacturers’ specifications |
Range of Variables (include, but not limited to)
- defects: loose fasteners, cracked foundations, pipe strain, damaged housings, soft foot, excessive run-out, defective bearings
- laser alignment tools: laser alignment kit (e.g., tape measure, mounting clamps, laser heads, electronic tablets)
- corrective action: replacement, repair, adjustment
| Reference Code | Learning Outcomes and Objectives |
|---|---|
| C-16.03.01L |
demonstrate knowledge of shafts, their components, accessories, characteristics, applications and operation
|
| C-16.03.02L |
demonstrate knowledge of laser alignment procedures
|
Range of Variables (include, but not limited to)
- laser alignment tools: laser alignment kit (e.g., tape measure, mounting clamps, laser heads, electronic tablets)
- laser alignment procedures: doing pre-alignment checks, selecting tools and equipment, performing calculations, making adjustments