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Assembling and fitting electrical rotating equipment

URN: SEMEEE330
Business Sectors (Suites): Electrical and Electronic Engineering Suite 3
Developed by: Enginuity
Approved on: 2020

Overview

This standard identifies the competences you need to assemble electrical rotating equipment, such as motors, alternators or generators, in accordance with approved procedures. This will involve the assembly of a range of components, such as stators, bearings, seals, rotors/armatures, bushes, springs, dust covers, end plates, slip ring assemblies and cables with cooling fans, into the final motor or alternator/generator. You will be required to select the appropriate tools and equipment to use, based on the operations to be performed and type of components to be fitted and to check that they are in a safe and serviceable condition. In carrying out the operations, you will be required to follow laid-down procedures and specific assembly techniques. The assembly activities will also include making all necessary checks and adjustments to ensure that components are correctly positioned and free from damage. Your responsibilities will require you to comply with organisational policy and procedures for the assembly activities undertaken and to report any problems with the assembly activities, components or equipment that you cannot personally resolve, or are outside your permitted authority, to the relevant people. You will be expected to work with a minimum of supervision, taking personal responsibility for your own actions and for the quality and accuracy of the work that you carry out. Your underpinning knowledge will provide a good understanding of your work and will provide an informed approach to applying assembly techniques and procedures to electrical rotating equipment. You will understand the electrical rotating equipment being assembled and its application and will know about the assembly techniques, tools and methods, in adequate depth to provide a sound basis for carrying out the activities to the required specification. You will understand the safety precautions required when carrying out the assembly operations. You will be required to demonstrate safe working practices throughout and will understand the responsibility you owe to yourself and others in the workplace.

Performance criteria

You must be able to:

  1. work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
  2. follow the relevant instructions, assembly drawings and any other specifications
  3. ensure that the specified components are available and that they are in a usable condition
  4. assemble the components in their correct positions using appropriate methods and techniques
  5. secure the components using the specified connectors and securing devices
  6. check the completed assembly to ensure that all operations have been completed and it meets the required specification
  7. deal promptly and effectively with problems within your control and report those that cannot be solved
  8. ensure that work records are completed, stored securely and available to others, as per organisational requirements
  9. leave the work area in a safe condition on completion of the activities, as per organisational and legal requirements

Knowledge and Understanding

You need to know and understand:

  1. the specific safety precautions to be taken whilst carrying out the  activities (including any specific legislation, regulations or codes of practice relating to the activities, equipment or materials)
  2. the health and safety requirements of the work area  and the activities, and the responsibility these requirements place on you
  3. the hazards associated with  the activities, and how to minimise them and reduce risks
  4. the personal protective equipment and clothing (PPE) to be worn during the activities
  5. how to obtain and interpret drawings, planning sheets and records and other documents needed for the assembly activities
  6. the basic principles of the electrical equipment being assembled
  7. the factors to consider when fitting a wound stator into a frame
  8. the factors influencing the choice of bearing components and seals
  9. the correct procedures for the fitting of bearing components and seals and the grades of lubricant to be used with them
  10. the assembly methods and techniques to be used when assembling rotating equipment (such as alignment, tolerances for fitting bearings, use of arbor press, winding configuration, fitting brushes and springs)
  11. the procedure for fitting slip rings
  12. the factors to be considered when fitting dust covers
  13. why contamination should be avoided when working with lubricants and seals
  14. the methods used to identify the phase configuration of stators
  15. how star-wired and delta-wired stators are identified
  16. the methods and equipment used to measure brush spring tension
  17. the visual checks and preparation requirements for the components to be used
  18. the methods and equipment used to transport, handle and lift the components into position
  19. how to check that the tools/ equipment are within current certification dates, free from damage or defects, are in a safe and usable condition and are configured correctly for purpose

  20. the extent of your own responsibility and whom you should report to if you have problems that you cannot resolve

  21.  how to access, use and maintain information to comply with organisational requirements and legislation

Scope/range

Scope Performance

  1. Assemble and fitelectrical rotating equipment, by carrying out all of the following activities:

    1. use the correct assembly drawings, specifications and job instructions
    2. adhere to health and safety regulations, systems and procedures to realise a safe system of work
    3. ensure that components are free from damage, foreign objects, dirt or other contamination
    4. check that all tools and equipment are within calibration date, where appropriate
    5. use safe and approved techniques to complete the final assembly and fitting of electrical rotating equipment
    6. leave the work are in a safe and tidy condition

  2. Assemble two of the following types of electrical rotating equipment:

    1. single-phase motors      
    2. alternators
    3. multi-phase motors       
    4. generators
    5. other type of electrical rotating equipment

  3. Prepare and assemble electrical rotating equipment, using all of the following:

    1. stators                                           
    2. dust covers
    3. bearings (such as rolling element, sleeve)  
    4. cooling fans (where appropriate)
    5. seals (such as lip, labyrinth)                       
    6. end plates
    7. rotors/armatures                                         
    8. slip ring assemblies
    9. cables (such as main, auxiliary)                  
    10. lubricants
    11. brushes                                                      
    12. sealing compounds
    13. springs                                                       
    14. fasteners/fixings

  4. Use twelve of the following items of equipment and tools for assembly operations:

    1. multimeters                         
    2. wire cutters                
    3. abrasive paper
    4. impedance testers                
    5. electrical pliers            
    6. spring tension indicator
    7. bearing locating/removal devices        
    8. shaft supports             
    9. dial test indicators
    10. spanners                            
    11. hammers or mallets      
    12. arbor press
    13. screwdrivers                    
    14. files                            
    15. lifting and slinging equipment

  5. Complete all of the following assembly procedures:

    1. prepare components and materials
    2. assemble components in the correct sequence
    3. align and adjust components
    4. set working clearance
    5. fit bearings
    6. fit seals
    7. fit and adjust brushes (where applicable)
    8. check that the work is to specification (such as freedom of rotation, effectiveness of seals, lubrication, insulation, earth impedance, alignment of bearing and rotor/armature shaft,  brush and springs adjustment)

  6. Assemble rotating equipment to one of the following quality and accuracy standards:

    1. organisational drawings and procedures
    2. customer drawings and requirements

    3. current industry standards, codes of practice and procedures

    4. other international standards

Scope Knowledge

Values

Behaviours

Skills

Glossary

Links To Other NOS

External Links

Version Number

2

Indicative Review Date

2023

Validity

Current

Status

Original

Originating Organisation

Semta

Original URN

SEMEEE3-30

Relevant Occupations

Engineering, Engineering and Manufacturing Technologies, Engineering Technicians, Maintenance Team Technician, Manufacturing Technologies, Production and Process Engineers

SOC Code

3113

Keywords

Engineering; electrical; electronic; assembling; fitting; rotary; equipment; motors; alternators; generators