NCCER Industrial Maintenance Mechanic study materials
NCCER Industrial Maintenance Mechanic study resources

NCCER Industrial Maintenance Mechanic cheat sheet

NCCER Industrial Maintenance Mechanic · Keep the key ideas within reach.

Quick reference

Safety, Orientation, and Worksite Practices

  • OSHA 1910.147 governs lockout/tagout; after locking, verify the zero-energy state by attempting a normal start and by testing stored energy sources (pressure, gravity, springs, capacitors).

  • Fall protection is triggered at 4 ft in general industry (1910.28) and 6 ft in construction (1926.501); guardrails, nets, or personal fall arrest systems satisfy the requirement.

  • Permit-required confined space entry requires atmospheric testing: oxygen 19.5 to 23.5 percent, flammable gas below 10 percent LEL, and toxics below exposure limits before and during entry.

  • Portable ladder setup follows the 4:1 rule: the base sits 1 ft out from the wall for every 4 ft of working height, and the ladder extends 3 ft above a landing.

  • Extinguisher classes: A ordinary combustibles, B flammable liquids, C energized electrical, D combustible metals, K commercial cooking oils.

  • PASS technique: Pull the pin, Aim at the base of the fire, Squeeze the handle, Sweep side to side.

  • Hearing conservation programs are required at an 8-hour TWA of 85 dBA; the general-industry permissible exposure limit is 90 dBA.

  • A GHS safety data sheet has 16 sections; Section 2 covers hazards and Section 8 covers exposure controls and PPE; eye protection must meet ANSI Z87.1.

Quick reference

Hand and Power Tools, Fasteners, and Rigging

  • Torque is force times lever length (T = F x L); a torque wrench is a measuring instrument and must be returned to its lowest setting after use.

  • SAE grade 5 cap screws have three radial marks and grade 8 has six; metric property class 8.8 and 10.9 are stamped on the head.

  • Two-leg sling: tension per leg = (load / 2) divided by the cosine of the angle from vertical; capacity multipliers are 0.866 at 30 degrees, 0.707 at 45 degrees, and 0.5 at 60 degrees from vertical.

  • Never exceed a hook's rated working load limit; remove hooks showing more than 10 percent throat opening increase, more than 10 degrees twist, or missing safety latches.

  • Bench and pedestal grinders: the tool rest gap must not exceed 1/8 in and the tongue guard must not exceed 1/4 in from the abrasive wheel.

  • Ring-test a vitrified wheel before mounting and never exceed the maximum RPM marked on the wheel blotter.

  • Use a box-end wrench or socket for breaking fasteners loose, and pull toward the body rather than pushing, to avoid knuckle injury on slip.

  • Remove a 6x19 wire rope sling from service for 10 broken wires in one lay, 5 broken wires in one strand, kinking, bird-caging, or heat damage; chain slings are grade 80 or 100.

Quick reference

Blueprints, Specifications, and Layout

  • Third-angle projection places the top view above the front view and the right-side view to the right; first-angle projection places the top view below the front view.

  • Line conventions: hidden features are dashed, centerlines are long-short-long, phantom lines show alternate positions or motion, and cutting-plane lines mark section views.

  • A scale of 1/4 in = 1 ft 0 in means 1 in on the drawing represents 4 ft of actual length.

  • The title block carries drawing number, scale, company, and approval; the revision block records changes and is identified on the drawing by a triangle or cloud.

  • On a P&ID, the first letter of an instrument tag is the measured variable (F flow, P pressure, T temperature, L level) and the second letter is the function (I indicator, C controller, T transmitter).

  • An isometric piping drawing is single-line and not to scale; it shows north, south, east, west, and vertical runs with coordinates, line numbers, and sizes.

  • GD&T feature control frames state the geometric characteristic, tolerance zone, and datum references; datums are the reference origin for all measurements.

  • A bill of materials lists item number, quantity, part number, and description for every component called out on the drawing.

Quick reference

Piping, Tubing, Valves, and Gaskets

  • Schedule number = 1000 x (internal working pressure / allowable stress); for a given nominal pipe size, a higher schedule means a thicker wall.

  • Pipe outside diameter is standardized and does not equal nominal size: NPS 1 is 1.315 in OD, NPS 2 is 2.375 in OD, and NPS 4 is 4.500 in OD.

  • Gate valves are for fully open or fully closed isolation and should not be throttled; globe valves are built for throttling; ball and butterfly valves are quarter-turn; check valves allow flow in one direction only.

  • Spiral-wound gaskets with metal windings suit high pressure and temperature; compressed sheet gaskets suit low pressure and temperature service with compatible fluids.

  • Flange bolts are tightened in a star or crisscross pattern in stages (about 30, 70, and 100 percent of final torque) so the gasket seats evenly.

  • 37-degree JIC flare fittings and SAE 45-degree fittings seal metal-to-metal and need no thread sealant; NPT pipe threads require PTFE tape or pipe dope applied to the male threads.

  • Tubing is specified by outside diameter and wall thickness, while pipe is specified by nominal size and schedule.

  • A relief valve set pressure must not exceed the maximum allowable working pressure of the weakest component in the protected system.

Quick reference

Mechanical Power Transmission, Alignment, and Couplings

  • Driven rpm = driver rpm x (driver sheave diameter / driven sheave diameter); the speed ratio is driven speed divided by driver speed.

  • V-belt tension is set by deflection: roughly 1/64 in of deflection per inch of span at mid-span, and multi-belt drives require a matched belt set.

  • Chain drives are tensioned to about 1 to 2 percent of the sprocket center distance in slack at mid-span.

  • Correct soft foot before alignment; then correct angular (face) misalignment before parallel (rim) offset, re-checking each step.

  • Precision alignment targets are commonly 0.002 in or less parallel offset and 0.0005 in per inch or less angularity; thermal growth offsets are applied at cold alignment.

  • Gear types: spur for parallel shafts and straight teeth, helical for smoother quieter parallel service, bevel for intersecting shafts, worm for high reduction and self-locking at low lead angles.

  • Backlash is measured with a dial indicator at the pitch circle; too little backlash causes overheating and tooth failure, too much causes impact and noise.

  • Gear couplings tolerate misalignment and need lubrication; elastomeric jaw, grid, and tire couplings tolerate misalignment without lubrication but have lower torque density.

Quick reference

Bearings, Lubrication, and Seals

  • In a bearing designation such as 6205, the 62 indicates a light-series deep-groove ball bearing and 05 indicates a bore of 25 mm (5 x 5 mm).

  • A rotating inner ring under a stationary load direction requires an interference fit on the shaft; a stationary inner ring uses a transition or line-to-line fit.

  • Fill a grease-lubricated bearing cavity one-third to one-half full of grease; overfilling raises operating temperature and can displace seals.

  • NLGI grease grade indicates consistency: NLGI 2, the most common, has a worked penetration of 265 to 295.

  • ISO VG numbers equal the lubricant's nominal kinematic viscosity in centistokes at 40 degrees C.

  • Install a lip seal with the garter spring facing the medium being retained, so pressure assists the sealing lip.

  • Tapered roller bearings carry combined radial and thrust loads and are mounted with a specified end play or preload, never with zero clearance left to chance.

  • Bearing defect frequencies (BPFO, BPFI, BSF, FTF) are non-synchronous; peaks at these frequencies in a vibration spectrum indicate raceway, ball, or cage damage rather than unbalance.

Quick reference

Hydraulic and Pneumatic Systems

  • Pascal's law: pressure applied to a confined fluid is transmitted undiminished in all directions, so F = P x A.

  • Cylinder force equals system pressure times effective area; on the rod side, subtract the rod cross-sectional area from the bore area first.

  • Cylinder speed = pump flow divided by effective piston area; flow controls set speed by restricting flow, not by limiting pressure.

  • The relief valve sets maximum system pressure and is normally set above the maximum working pressure but below the rating of the weakest component; it protects the circuit and is not a speed control.

  • An air preparation unit is plumbed filter first, then regulator, then lubricator (FRL), with the lubricator downstream of the regulator.

  • Meter-out flow control gives smoother control of a cylinder with an overrunning or gravity load than meter-in control.

  • Accumulators are precharged with dry nitrogen, typically to 60 to 80 percent of minimum system pressure; oxygen, air, or acetylene must never be used.

  • Fluid cleanliness is rated by ISO 4406 particle counts; a common target for industrial hydraulic systems is around 18/16/13, achieved with return and pressure filters near 10 microns.

Quick reference

Electrical Fundamentals and Motor Controls

  • Ohm's law: E = I x R; single-phase power P = E x I = I squared x R; three-phase real power P = 1.732 x E x I x power factor.

  • Motor branch-circuit conductors and short-circuit protection are sized from NEC Table 430.250 full-load current, while overload heaters are sized from the motor nameplate current.

  • Three-wire start/stop control uses a normally open auxiliary contact in parallel with the start pushbutton to seal in the starter coil after the button is released.

  • Reverse a three-phase motor by interchanging any two of the three supply leads; a reversing starter needs both mechanical and electrical interlocks.

  • Overload protection guards the motor against sustained overcurrent; fuses and circuit breakers guard the circuit against short circuits and ground faults.

  • Insulation resistance is measured with a megohmmeter; the IEEE 43 minimum for random-wound motors is approximately one megohm plus one megohm per kilovolt of rated voltage.

  • NEMA enclosure types: 1 indoor general purpose, 4 and 4X weathertight, 7 and 9 hazardous-location gas and dust, 12 industrial dust-tight.

  • VFD outputs are pulse-width modulated; use inverter-duty motors and shielded motor cable, and never open the motor circuit while the drive is running.

Quick reference

Preventive and Predictive Maintenance

  • PM intervals are set by manufacturer hours, cycles, or calendar time; predictive tasks are triggered by condition data rather than schedule.

  • Overall vibration velocity (in/s RMS) is compared to ISO 10816 severity bands, but trend direction against the machine's own baseline is more useful than a single reading.

  • Spectrometric oil analysis reports iron, copper, chromium, lead, and silicon in ppm; viscosity at 40 degrees C, water content, and ISO 4406 particle count complete the picture.

  • Infrared thermography finds loose electrical connections, overloaded circuits, and failing bearings by comparing temperature rise with similarly loaded components.

  • Ultrasound detects compressed-air and gas leaks, steam trap failures, and early bearing or lubrication problems that are not yet visible as heat.

  • MTBF = total operating time divided by number of failures; MTTR = total repair time divided by number of repairs.

  • Unbalance and misalignment are the two most common causes of excessive 1x running-speed vibration; looseness produces harmonics of running speed.

  • Precision maintenance basics that drive reliability: correct lubrication, correct fastener torque, precision alignment and balance, and contamination control.