Mechatronics Certification Tests

Mechatronics Certification Test - Mechanical Components 1

This certificate covers the principles and applications of the most commonly found mechanical drive components as used in packaging machinery and systems. Topics include simple mechanical power transmission devices such as shafts, belts, chains, cams and gears with an emphasis on application and troubleshooting. 

An understanding of simple mechanical components provides the background necessary to explore more complex systems of components used on all types of packaging equipment. 

This certificate is aimed at entry level technicians who may be involved in the assembly, test, startup, troubleshooting, maintenance, repair or upgrade of basic packaging machinery modules.

Price:
$125.00
Test Topics & Questions
  • Describe the function of a mechanical power transmission and give an advantage
  • Describe methods of rotary mechanical power transmission (couplings and shafts, v-belt, synchronous belt, gear, chain) and give an application of each
  • Describe safe dress for working with power transmission equipment
  • Describe the operation of the lockout/tagout system
  • Describe the function of a foundation and give three types
  • Describe methods of measuring motor shaft speed and give an application
  • Describe the importance of machine guarding.
  • Describe the types of motor mounts and give an application of each
  • Describe how to select fastener size and type for a motor mount
  • Describe how to mount and level an electric motor
  • Describe how fasteners are used to attach a motor mount to a bedplate
  • Describe types, specification, and measurement of keys and key seats
  • Describe how to assemble a shaft to a hub using a key
  • Describe methods of loading a mechanical drive system
  • Describe the proper identification, application, and implementation of threaded fasteners.
  • Convert between English and SI units of motor power
  • Measure electric motor current
  • Describe the function of a shaft and give an application
  • List types of shaft materials and give an application of each
  • Describe how shafts are specified
  • Describe the function of a bearing and give an application
  • Define types of bearing loads and give an example
  • Describe how bearings are positioned to support a load
  • Describe categories of bearings (plain and antifriction) and give an application of each
  • Describe methods of mounting a shaft bearing (thermal, press) and give an application of each
  • Describe the purpose of shaft alignment and name types of misalignment
  • Describe a general procedure and methods for shaft alignment.
  • Describe the operation of the straight edge and feeler gage method
  • Identify shaft size given a sample
  • Describe function, operation, maintenance, and troubleshooting of cam systems
  • Define pitch, pitch circle, pitch diameter, and pitch length and explain their importance
  • Describe how to calculate the pulley ratio and explain its importance
  • Calculate pulley ratio
  • Describe how to calculate the shaft speed and torque of a belt drive system
  • Describe the operation of a fractional hp v-belt drive
  • Describe how to install and align a V-belt drive
  • Describe methods for adjusting belt tension
  • Describe methods for measuring belt tension and give an application of each
  • Calculate the shaft speed and torque of a belt drive system
  • Describe the function of a bushing and list three types
  • Describe the construction and operation of a QD bushing and give an advantage
  • Describe the construction and operation of a split taper bushing and give an advantage
  • Describe the construction of a taper lock bushing and give an advantage
  • Describe the construction and operation of a wedge v-belt drive
  • Describe the construction and operation of a notched v-belt and give an advantage
  • Describe the operation of a variable speed V-belt drive system and give an application
  • Describe how to install and align a variable speed v-belt drive system
  • Describe v-belt configurations (open, crossed, angled, serpentine) and give an application of each
  • Describe the function of a belt idler pulley and give an application
  • Describe the operation of belt idler pulley configurations
  • Describe how v-belts are specified
  • Describe methods of identifying belt size and type
  • Describe the function and operation of v-belt match codes
  • Describe how sheaves and bushings are specified
  • Describe how to select a v-belt, bushing and sheave for an application
  • Describe preventive maintenance
  • Describe maintenance steps for v-belt drives
  • Describe how to troubleshoot a v-belt drive system
  • Troubleshoot a v-belt drive system
  • Describe the function of the basic components of a chain drive
  • Describe how to calculate sprocket ratio and explain its importance
  • Describe how to calculate the shaft speed and torque of a chain drive system
  • List types of chain drives (silent, roller, multiple) and give an application of each
  • Describe how to install, align, maintain, and remove a roller chain drive system
  • Describe how to determine, measure, and adjust allowable chain sag for a given application
  • Describe the function, operation, and installation of a chain which uses a master link
  • Describe the operation of a chain puller
  • Describe the operation of different types of sprockets (No Hub, Single Hub, Double Hub and Bushing) and give an application of each
  • Describe the operation, installation, alignment, and maintenance of a silent chain drive.
  • Describe the operation, installation, alignment, and maintenance of a multiple chain drive.
  • Describe the construction and operation of a taper lock busing and give an advantage
  • Define chain pitch, pitch circle, pitch diameter, and pitch length of a chain drive and explain their importance
  • Describe how chains and sprokets are specified and selected for a given application.
  • Describe types of lubricants and methods of applications (manual, drip cup, oil bath or disc, and forced oil stream) for a chain drive system.
  • Describe maintenance steps for chain drives
  • Describe how to inspect and troubleshoot a chain drive system
  • Describe the operation of a chain breaker
  • Define the pitch circle and pitch diameter and explain their importance
  • Describe how to calculate the gear ratio of a gear drive
  • Describe how to calculate the shaft speed and torque of a gear drive system
  • List four (4) types of gear drives and give an application of each
  • List four (4) types of parallel shaft gears and give an application of each
  • Describe the operation of a spur gear drive
  • Describe how to install and align a spur gear drive system with adjustable centers
  • Describe the function of backlash
  • Describe how to determine the allowable backlash in a gear drive
  • Describe two (2) methods of measuring spur gear backlash
  • Determine the allowable backlash in a gear drive
  • Calculate gear ratio
  • Calculate the shaft speed and torque of a gear train drive system
  • Describe how to calculate the speed and torque output in a multiple shaft gear drive
  • Describe the function of a compound gear drive system and give an application
  • Describe how to install and align a multiple shaft drive system
  • Describe the function of a solid coupling and list two (2) types
  • Describe the operation of a sleeve coupling and give an application
  • Describe how to align a coupling using an indicator
  • Determine the direction of rotation of a gear given its position in a gear drive
  • Describe the operation, selection, and the installation of a high torque drive (HTD) belt drive system
  • Describe the operation, selection, and installation of a timing belt and pulleys for a given application
  • Describe how to troubleshoot a synchronous belt drive system
  • List the functions of a lubricant
  • Describe types of lubricant and give an application of each
  • Describe the operation of types of lubrication application methods and give an example
  • Describe types of oils and give an application of each
  • Define viscosity and give its units of measure
  • Describe how to use a viscosimeter and give an application
  • Describe types of greases and give an application of each
  • Describe lubricant storage rules
  • Describe purpose and interpret a material data safety sheet (MSDS)
  • Describe how to recycle and dispose of lubricants
  • Select an oil specification for a given application
  • Select a grease specification for a given application
  • Describe the function of a coupling and give an application
  • Describe the function of rigid, flexible, nonmetalic, and metalic mechanical couplings
  • Describe the operation of flexible jaw coupling
  • Describe the function of a solid coupling and list the types
  • Describe the operation of a sleeve coupling and give an application
  • Describe how to align a coupling using an indicator
  • Describe the effect of thermal expansion on alignment and explain how to correct for it
  • Describe the operation of chain, grid, and gear couplings
  • Describe how to troubleshooting a coupling system
  • Who should take this test?

    Individuals who have experience working with mechanical systems on packaging equipment.  Also, students who have completed the course work the competencies cover on the test. 

  • How long does it take to complete the test?

    Approximately 2 ¾ Hours

  • From the time of purchase, how long do I have to take the test?

    You must complete your test within 6 months of completing your purchase. After 6 months, you will no longer have access to your test. 

  • How many times can I attempt the test?

    You will have only one attempt at passing the test per purchase.