Mechatronics Certification Tests

Mechatronics Certification Test - Mechanical Components 2

This certification exam builds upon the topics covered on the Mechanical Components 1 test by evaluating the candidate's mastery of the principles and application of more complex mechanical components such as clutches, brakes, gear boxes, transmissions, ball screws, and linear components. It also explores sealing, lubricants and automated lubrication, precision alignment and timing, vibration analysis, and the use of video to troubleshoot mechanical systems.

This certification is aimed at intermediate level technicians and technologists who may be involved in the assembly, test, startup, troubleshooting, maintenance, repair or upgrade of mechanically complex manufacturing machinery. Candidates should have gained the Industrial Mechanics 1 certification, or its equivalent, before taking this exam.

Price:
$125.00
Test Topics & Questions
  • Describe the function, operation, and application of solid and split plain bearings
  • Describe thrust, radial, and guide loads and give an application of each
  • Describe the function, operation, and application of spherical, cylindrical, needle, and tapered roller bearings and give an application of each (anti-friction bearings)
  • Describe how plain bearings are specified and selected
  • Describe the function, operation, and application of deep groove, self-aligning, angular contact, and thrust ball bearings and give an application of each (anti-friction bearings)
  • Describe how to specify and select ball/roller bearings and retainers
  • Describe methods of installing and adjusting plain bearings
  • Describe the use of an arbor press to remove and install a bearing
  • Describe the use of thermal techniques to remove and install a bearing
  • Describe how to remove or install a bearing using a sleeve and hammer
  • Describe the preload of tapered roller bearings and the use of locknuts (adjustment)
  • Describe the relationship between bearing installation and end/axial play
  • Describe maintenance steps for plain bearings
  • Describe maintenance steps for antifriction bearings
  • Describe how to inspect and troubleshoot a plain bearing
  • Describe how to inspect and troubleshoot an antifriction bearing system.
  • Describe methods of mounting a bearing (press and temperature) and give applications
  • Describe the use of bearing pullers
  • Describe the use of destructive bearing removal 
  • Describe proper lubrication techniques for various bearing types
  • Select the proper lubricant according to its environment/application for installation of a bearing
  • Describe the use of temperature indicating sticks for mounting bearings
  • Describe the function of a gasket and give an application
  • Describe the function of a sealant and give an application
  • Describe the function of an o-ring seal and give an application
  • Describe the function and application of lip seals
  • Describe the function and application of mechanical seals
  • Describe common types of gasket materials and give applications
  • Describe common types of sealants and give applications
  • Describe how to specify, measure, and select a seal for a given application
  • Describe how to install, remove, and inspect a gasket
  • Describe how to install, remove, and inspect a lip seal
  • Describe how to install, remove, and inspect a mechanical seal
  • Describe how to install, remove, and inspect an o-ring seal
  • Describe how to troubleshoot seal failures
  • Describe the function of a labyrinth seal and give an application
  • Describe how to apply a sealant
  • Describe the operation of common types of helical gears and give applications
  • Describe the function and operation of common types of right-angle gear drive systems
  • Describe the function and operation of common types of speed reducers 
  • Describe how to calculate the output speed and torque of a worm gear speed reducer
  • Describe how to identify the size and type of helical, worm, and spur gears
  • Describe the application of a planetary gear system
  • Describe and interpret gear drive name plate data
  • Describe how to install and align a right angle gear drive system
  • Describe how to disassemble, reassemble, and inspect a speed reducer or gear drive
  • Describe how to select a lubricant for a given gear drive application
  • Describe how to inspect and troubleshoot a gear drive system
  • Describe how to remove, inspect, and install an inline planetary gear drive
  • Describe how to install and align a parallel shaft gear drive system
  • Describe preventive maintenance steps for speed reducers
  • Describe inertia and friction, how they are calculated, and their relationship to braking
  • Describe the stopping, holding, and decelerating function of a brake
  • Describe the function of a clutch and give an application
  • Describe the operation of common types of brakes and brake actuators and give an application of each
  • Describe the operation of common types of friction clutches and clutch actuators and give an application of each
  • Describe the operation of one-way clutches and give an application
  • Describe the operation of cam clutches and give an application
  • Describe the function of a clutch/brake combination
  • Describe how to size and specify a clutch or brake
  • Describe how to install and adjust an electromagnetic plate clutch
  • Describe how to install and adjust a cam clutch
  • Describe clutch and brake maintenance steps
  • Describe how to inspect and troubleshoot a clutch or brake system
  • Describe how to install and adjust an electromagnetic brake
  • Describe the function of a linear drive and give an application
  • Describe the common components of a linear drive
  • Describe common linear drive methods and give an application of each
  • Describe the function and operation of a ball screw drive
  • Describe common methods used to drive a ball screw
  • List common types of linear bearings and give applications
  • Describe how to identify, specify, and select a linear ball bushing given a sample
  • Describe how ball screws are constructed and specified
  • Describe how to install and adjust a linear ball bushing and a linear slide
  • Describe how to install and adjust a ball screw drive
  • Describe how to disassemble, inspect, reassemble, and lubricate a ball screw drive
  • Describe common preventative maintenance steps for ball screws
  • Describe how to troubleshoot a ball screw drive system
  • Describe common linear ball bushing mounting configurations and give examples
  • Describe how to properly lubricate a linear ball bushing
  • Describe common types of conveyors
  • Describe the function and operation of a flat belt conveyor and give an application
  • List safety features and practices for conveyors
  • Describe how to calculate the belt length of a belt conveyor 
  • Describe methods used to calculate the linear speed of a conveyor
  • Describe how to select conveyor belt material for a given application
  • Describe how to install and splice a flat belt conveyor
  • Describe how to adjust tracking of a flat belt conveyor
  • Describe maintenance operations for flat belt conveyors
  • Describe the impact of nose roller diameter on a belt conveyor
  • Describe the use of a deadplate on a belt conveyor
  • Describe the use and purpose of a diverter on a belt conveyor
  • Describe the effects of acceleration and deceleration on conveyed product
  • Describe the purpose of a metering belt
  • Describe how to adjust speed of a flat belt conveyor
  • Describe the purpose and benefit of vibration analysis
  • Describe the function, creation, and importance of a baseline vibration reading
  • Describe the measurement of frequency and amplitude of a harmonic vibration given data and explain the importance of each
  • Describe the operation of a hand-held vibration testing system
  • Describe applications for hand-held and fixed vibration measurement systems
  • Describe the operation of common types of vibration sensors and give applications
  • Describe common causes of rotary vibration and give examples
  • Describe how shaft misalignment can cause vibration
  • Describe common causes of bearing failure that can result in vibration
  • Describe how to use a vibration meter to measure bearing vibration
  • Describe how to use a vibration meter to measure belt drive vibration
  • Define resonant frequency, natural frequency, and sympathetic vibration and explain their importance
  • Describe the function and operation of a vibration isolator and give applications
  • Describe the function and operation of a vibration damper and give applications
  • Define preventive maintenance (PM) and give an advantage
  • Define predictive maintenance (PdM) and give an advantage
  • Describe the use of high-speed video for troubleshooting
  • Describe the use of infared thermography for mechanical troubleshooting
  • Describe the use of oil analysis for troubleshooting
  • Describe methods for locating and mounting a sensor
  • Describe how to use a vibration meter to measure shaft misalignment vibration
  • Describe common sources of vibration in a belt drive
  • Describe the function and operation of a laser shaft alignment system and give an application
  • Describe operation safety rules for a laser alignment system
  • Describe the function and operation of jack bolts in the installation of a mechanical device
  • Describe how to use a laser shaft alignment system to correct for soft foot
  • Describe how to align two shafts using a laser alignment system
  • Describe how to determine if shaft alignment is within tolerance for a given installation
  • Describe the operation of a laser and give an application
  • Describe how to install and adjust a laser shaft alignment system
  • Describe the function and the importance of a machine central lubrication system
  • List common types of central lubrication systems and give applications
  • Describe the functions of the main components in a central lubrication system
  • Describe types of central lubrication pumps and give an example of each
  • Describe the operation of a central lubrication pump
  • Describe how lubrication pumps are specified
  • Describe common central lubrication pump control methods
  • Identify a lubrication pump given its name plate data
  • Describe the operation and function of a manual lubrication pump
  • Read and interpret the material safety data sheets for lubricants
  • Describe how to purge air from a series/progressive system
  • Describe common problem symptoms in a series/progressive system
  • Describe how to troubleshoot a series/progressive 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.