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National College Credit Recommendation Service

Board of Regents  |  University of the State of New York

Transit Elevator - Escalator Maintenance Technician Training and Apprenticeship Program

Descriptions and credit recommendations for all evaluated learning experiences

Location:

Transportation Learning Center, Silver Spring, Maryland, and approved locations.

Length:

232 total combined hours: Course 1: 24 hours. Course 2: 72 hours. Course 3: 20 hours. Course 4: 24 hours. Course 5: 32 hours. Course 6: 24 hours. Course 7: 24 hours. Course 8: 8 hours. Course 9: 4 hours.

Dates:

Course 1 – 9: August 2012 - Present. 

Objectives:

Course 1: Upon successful completion of the course, students will be able to: explain safety strategies, recognize worksite hazards, use proper lifting techniques, locate SDS information, differentiate between phases of Fire Services and requirements, and how to remove electrical power using the elevator main electrical power disconnect switch; describe the proper safety procedures and equipment needed to maximize injury prevention including safety labels, shock hazards, fire safety, work area protocols, and lockout-tagout procedures; identify and locate major hydraulic elevator components, control systems, and explain the basic operation of a hydraulic elevator using the proper terminology; identify and locate major traction elevator components, roping methods, control systems, and explain the different types and basic operation of a traction elevator using the proper terminology; identify and explain different components, configurations, and basic operation of elevator door systems using the proper terminology; describe the functionality and locate the major components of the elevator operation, drive control systems and explain the differences between the two systems; apply and discuss the applicable standards (I.e., ASME, ADA, and NEC codes) using the code data plates for elevators. Course 2: Use proper terminology and describe specific major components, (including safety devices in the elevator safety circuit) used in elevator electrical circuits; state the proper basic sequence of operation for both traction and hydraulic elevators (including stopping at floors, re-leveling, and door operations); troubleshoot a fault condition in elevator electrical circuitry, determine the proper conductor’s sizes and wire sizes (including elevator’s traveling cable) per code; identify types of motors, motor protection devices and starter systems for transit elevators; trace and identify with schematics of various controls, switches and describe the functions of starting, controlling speed, directions, and stopping motors. Course 3: Describe possible hazards, specific and restricted hazardous areas associated with traction and hydraulic transit  elevators; identify associated major components of gear drive systems and gearless drive systems; state methods to control the gear drive and gearless drive systems; describe the proper operation and explain the differences between the geared and gearless drive systems; explain the operation of direct-acting hydraulic cylinder drive systems; identify major components and variations in the direct-acting hydraulic cylinder drive system; describe the operation of the roped hydraulic system; perform an elevator drive system inspection, state common problems, and the associated correct actions. Course 4: Describe possible hazards (including pinch points and falls) associated with working on elevator doors and elevators; explain safety procedures to protect against hazards including barricading the elevator entrances for customers; explain the proper operation and different configurations of elevator doors using proper terminology; identify and locate major elevator door components; state the maintenance (including adjustments), inspections and documentation procedures per code; and list the repair, replacement and troubleshooting procedures for various major components of elevator doors. Course 5: Describe safety precautions and specific practice for maintenance of traction and MRL elevators; explain the basic principles of operation (including various drive systems) and methods of stopping and holding traction and MRL elevators; identify different methods of starting, reversing, braking, stopping and controlling speed with various types of control systems; describe how to test an elevator control system; explain the method of interfacing between the elevator car and selector. Clarify the purpose of the traveling cable and how it secured; describe the common areas and major components in the hoistway requiring inspection and maintenance (including lubrication); explain roping construction, rope data tag, roping handling and safety procedures, proper techniques to maintain sheave ropes, and proper termination of wire ropes; evaluate the roped hydraulic system; and state general and organizational maintenance practices and specific requirements for electric traction and MRL elevators. Course 6: Describe communications techniques, safety precautions, and specific practices for performing hydraulic elevator maintenance (including pit); state the functions of the major components of hydraulic elevators, the operational controls, drive systems, safety devices, type of selector controllers, door controllers, types of hydraulic cylinders, and pistons, and properties of hydraulic fluids and the effects of those properties on hydraulic elevators; explain the basic principles of life jacket operation; and list the common area major components in the hoistway of hydraulic elevators requiring inspection and maintenance (including lubrication). Course 7: Identify basic safety strategies (including use of scaffolding) when working on elevators; list and describe the inspections, housekeeping, and maintenance protocols for major components, safety devices, and subsystems including lighting systems, heating systems, emergency systems (including Fire Service, rescuvator, escape hatch), ventilation systems (including car fan) communications systems, areas in the pits (including buffers and governor), areas in the hoistways (including refuge spaces), areas in, under and on top of the elevator car, parts associated with the doors in car and landing areas; list and describe housekeeping, maintenance, and inspection requirements for all  major components in the machine rooms for the following: fire extinguishers, HVAC systems, ancillary prints and books, electrical and mechanical systems, interlocking and safety systems, roping systems (including sheaves and rope grippers, also sheaves and governor in hoistway), hydraulic systems (pumps, motors, piping, rupture valve, and piping, rapture valve and  life jacket components in pit area), ancillary components and subsystems on hydraulic, traction and MRL transit elevators; describe the basics of the inspection  and  maintenance practices of major components in remote monitoring and communication systems (cameras, phones, etc.) in transit elevators; and list the steps in testing and applying proper maintenance procedures per the code mandated standards for transit elevators. Course 8: Use proper terminology to identify and describe the locations and functionality of major components, subsystems, and safety systems and devices, operational control and drive systems, using the code standards and applicable industry inspections, maintenance, and housekeeping requirements for the rack and pinion elevators dumbwaiters, wheel chair lifts, material lifts and inclined elevators. Course 9: Describe communications techniques, safety precautions, and specific practices associated with entrapment scenarios and three code requirements for evacuation procedures. 

Instruction:

Course 1 – 9: Instruction is offered via classroom through use of study guides, required and supplemental readings, quizzes, in lab or on-hands at work site(s), required interaction with instructor, and final exams.   

Credit recommendation:

Course 1 – 9: In the associate degree/certificate category, 16 semester hours in Elevator Repair, Elevator Maintenance, and Mechanical Systems (8/17). Note: All nine courses must be completed to gain access to the credit recommendation.

Location:

Transportation Learning Center, Silver Spring, Maryland, and approved locations.

Length:

88 total combined hours:  Course 1: 8 hours. Course 2: 16 hours. Course 3: 16 hours. Course 4: 24 hours. Course 5: 24 hours.

Dates:

Course 1 – 5:  August 2012 - Present. 

Objectives:

Course 1: Upon successful completion of the course, students will be able to: summarize the basic design, components, operation, functionality, and maintenance of escalators; demonstrate basic competency in the proper safety procedures and equipment needed to maximize injury prevention including safety labels, shock hazards, fire safety, work area protocols, and lockout-tagout procedures; identify components of escalator design and layout to ensure proper operation, maintenance and control systems; describe escalator sub-systems and functionality for drive systems, handrails, auto-lubrication systems, and braking methods; define safe electrical practices; identify and locate major components in the electrical control systems; and identify potential hazards, obstructions and understand protective measures and stop methods to prevent accident or injury. Course 2: Describe principles of basic safety  “best practices” protocols and selection of proper Personal Protective Equipment (PPE) when inspecting and maintaining transit escalators; explain the electrical distribution systems and the electrical control circuits; list the location and functions of electrical safety devices within electrical circuits found in transit escalator systems; list the basic start-up sequence in a transit escalator utilizing a diagram; and follow procedural steps in testing and applying proper maintenance procedures for transit escalator electrical systems. Course 3: State basic escalator step installation and maintenance safety procedures, basic steps removal procedures, step replacement procedures, step rollers removal procedures, and step rollers replacement procedures for transit escalators; identify step band maintenance and step chain procedures and state the basic step band alignment and adjustment procedures for transit escalators; and describe the procedural steps in inspection of transit escalator steps and document problems as necessary. Course 4: Identify specific safety issues and proper safety practices related to handrail inspections protocols, maintenance procedures, and replacements practices; describe the steps in removal, repair, or replacement procedures of handrail and major handrail components in various transit escalators; list proper procedures for measuring handrails; explain the proper methods for handrail drive tension and handrail alignment and adjustment for transit escalators; identify types of handrails, handrail drive systems, component parts and installation methods (loop and splice) for various transit escalators; explain the vulcanizing and splicing process of a handrail; the proper methods to store and coil a handrail; and perform the procedural steps in inspection of transit escalator’s handrail and document problems as necessary. Course 5: Describe principles of basic safety protocols, preventive maintenance practices, and proper lubrication methods when inspecting and maintaining transit escalators; list steps in performing inspections, housekeeping, and maintenance on lighting systems, heating systems, handrail systems, step systems, all major components in the pits, all components on the incline, all components in the machine rooms (including all electrical systems, mechanical systems, interlocking systems, and ancillary components – (i.e., fire extinguishers) in transit escalators; list basic preventive maintenance practices (including inspection and repairs for modular drive systems, chain drive system, and gear drive systems); describe the proper  start-up procedures, speed and systems checks in a transit escalator; state the basics of the inspection and maintenance of the braking systems and remote monitoring and communication systems in transit escalator; and list the procedural steps in testing and applying proper maintenance procedures per the code mandated safety requirements and standards for transit escalators.

Instruction:

Course 1 – 5: Instruction is offered via classroom through use of study guides, required and supplemental readings, quizzes, in lab or on-hands at work site(s), required interaction with instructor, and final exams.

Credit recommendation:

Course 1 – 5: In the associate degree/certificate category, 4 semester hours in Mechanical Systems (8/17). Note: All five courses must be completed to gain access to the credit recommendation.

Location:

Transportation Learning Center, Silver Spring, Maryland, and approved locations.

Length:

66 combined hours: Course 1: 4 hours. Course 2: 20 hours. Course 3: 26 hours. Course 4: 16 hours.  

Dates:

Course 1 – 4: August 2012 - Present. 

Objectives:

Course 1: Upon successful completion of the course, students will be able to: identify mechanical issues and successfully present technical solutions. Course 2: Explain the safety rules and differences in working safely with input and output devices; identify and describe the operation and functions of various control devices, sensors, switches, and indicators used in transit elevators and transit  escalators; and electrically test switches, sensors, and solid-state devices for proper operation. Course 3: Explain common safety precautions and function(s) for variable frequency drive (VF drive); identify different areas of the VF drive and those areas which can be tested; describe the function(s) of a Programmable Logic Control (PLC) to electrical and electronic drive systems; identify proper method to check the main electrical disconnect power and to check the motor protection devices;  locate and record the operating parameters for a given AC drive unit; describe practices for electrical testing, troubleshooting and safety the motors and drive systems; and list common drive faults codes and common causes of drive failures. Course 4: List locations and functions of all major components in a safety circuit on elevator electrical prints; read multiple page electrical prints and functions of ladder rungs in a ladder diagram; use a logic diagram for a transit elevator and transit escalator to explain the functionality of solid-state devices;  identify common devices, symbols, and printreading symbols common to ANSI and ISO prints; interpret international symbols on wiring diagrams or schematics; identify universal set of Programmable Logic Control (PLC) symbols on a ladder diagram; list safety precautions when dealing with PLC programming and explain programming design; and describe the functions and locations of all major components within each programmed command.

Instruction:

Course 1 – 4: Instruction is offered via classroom through use of study guides, required and supplemental readings, quizzes, in lab or on-hands at work site(s), required interaction with instructor, and final exams.   

Credit recommendation:

Course 1 – 4: In the lower division baccalaureate/associate degree category, 5 semester hours in Mechanical Systems (8/17). Note: All four courses must be completed to gain access to the credit recommendation.

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