Intermediate Pump & System Training On-Demand

Professional Development Hours: 17.0

Overview:

The Intermediate Pump & System On-Demand Training covers 16 domains aligned with Pump System Certification Level 2 (PSC Level 2). Each domain training includes multiple modules followed by quizzes to reinforce the stated learning objectives.

This training provides individuals with an intermediate level understanding of pump and system design, application, and operating behavior. Designed for those seeking to expand their technical capability, the course covers calculations of system curves, pump total head, and Net Positive Suction Head (NPSH), along with pump selection and control methods, commissioning practices, maintenance and troubleshooting, system performance analysis and improvement, and the impact of operating conditions on reliability and efficiency.

Learning Path:

• Recommended following completion of the Basic Pump & System Training.
• Suggested prior to enrolling in the Pump System Optimization & Assessment (PSOA) Training.
• Recommended preparatory training for individuals pursuing Pump System Certification (PSC) Level 2. 

Click here for the full PSC Level 2 Certification training and preparation recommendations.

Learning Level - Intermediate:

This training is intended for individuals with some experience and prior knowledge of pumps and pumping systems. The course expands upon foundational concepts introduced at the basic level and develops more advanced skills related to analysis, application, and system behavior.

Audience:

• Technical professionals with basic knowledge of pumps and pumping systems.
• Engineers with approximately 1–5 years of experience in the fluid handling industry.
• Technical sales, maintenance, and operations personnel seeking to expand their pump and system expertise.

Core Capability:

A core capability developed through this training is the ability to analyze pump and pumping system behavior and apply intermediate-level calculations, selection methodologies, and design considerations to evaluate operating performance, efficiency, and reliability.

SKU: OD-InPST-001

Learning Objectives:

Participants will be able to:

• Calculate pump system curves, system head, and pump total head, and evaluate their influence on operating point and energy consumption.

• Calculate Net Positive Suction Head Available (NPSHA) and Net Positive Inlet Pressure Available (NPIPA), explain cavitation fundamentals, and assess NPSH margin considerations.

• Identify rotodynamic and positive displacement pump types and describe key design characteristics, configurations, and application considerations.

• Apply pump selection methodologies, including interpretation of performance curves, evaluation of attainable efficiency, and assessment of design and application trade-offs.

• Explain how fluid properties and operating conditions influence pump performance, efficiency, liquid temperature rise, and reliability.

• Describe the effects of impeller trimming, hydraulic and mechanical loading, axial and radial thrust, bearing life, and shaft behavior on pump operation.

• Identify and describe common pump system control methods, instrumentation, and devices.

• Describe proper pump installation, alignment, priming, and piping practices and their influence on performance and reliability.

• Evaluate changes in operating point and allowable operating region (AOR), and assess their impacts on reliability, testing, installation, commissioning, and maintenance practices.

• Explain the purpose and limitations of sound, vibration, hydrostatic, and electrical testing.

• Identify common pump operating problems and symptoms associated with hydraulic, mechanical, and system-related issues.

• Apply basic failure mode and root cause analysis concepts to evaluate pump and system operating issues and associated reliability impacts.

• Identify allowable operating limits and conditions that warrant corrective action or shutdown.

• Describe basic pump system optimization concepts and opportunities for improving efficiency and reliability.

• Describe key market influences and trends affecting pump selection, system design, and operation.

Outline:

Domain 1: Introduction to Pumps 

• The Pump: Classifications and Typical Hydraulic Performance.
• Rotodynamic Pumps.
• Positive Displacement Pumps.

Domain 2: Pump Performance Curves and Power Consumption  

• Pump Performance Curves.
• Energy Consumption and Cost.

Domain 3: Pump Systems

• Determining System Head and Flow.
• NPSH and NPIP.
• NPSHA and NPIPA Calculations.
• NPSH Margin Considerations.

Domain 4: Rotodynamic Pump Design and Types 

• Specific Speed and Suction Specific Speed.
• Attainable Efficiency.
• Impeller Trimming and Balancing.
• Discharge Collectors (Casings).
• Axial Thrust.
• Radial Thrust.
• Shaft Deflection.
• Shaft and Column Stretch.
• Shaft Stress.
• Critical Speed.
• Liquid Temperature Rise.
• Design Characteristics, Configurations, and Purposes of Rotodynamic Pumps.
• Bearing Life.

Domain 5: Positive Displacement Pump Designs and Types

• Positive Displacement Pump Types.
• Self-Priming Characteristics.
• Factors Affecting Pump Efficiency.
• Design and Operational Considerations.
• Air-Operated Diaphragm (AOD) and Metering Pumps.

Domain 6: Pump Components and Accessories

• Mechanical Seals and Compression Packing.
• Bearings.
• Couplings.
• Baseplates and Coatings.
• Reciprocating Pump System Components.
• Variable Speed Drive Train Devices.
• Gear Sets and Flywheels.

Domain 7: Drivers and Drives 

• Motor Types.
• Speed-Torque Curves: Impact on Motor Selection.
• Motor Characteristics, Allowable Starts, and Internal Mechanisms.
• Variable Frequency Drives: Features, Controls, Applications, and Selection.
• Variable Frequency Drives: Operating Principles.
• Electromagnetic Interference (EMI): Grounding, Shielding, and Cabling.
• Harmonics and Filters.

Domain 8: System Design Considerations

• System Design Considerations.
• Plans, Drawings, Diagrams, and Symbols.
• Control Methods, Instrumentation and Devices.
• Pump Specification.
• Nozzle Loads and Seismic Analysis.
• Pump Piping and Free Surface Intakes.

Domain 9: Varying and Pump Operating Point 

• Pump Control Methods.
• Process Control Methods.
• Various Performance Curve Shapes.

Domain 10: Pump Selection and Specification 

• Liquid Characteristics and the Effects on Pump Performance and Selection.
• Materials of Construction.
• Pump Operation Uncertainty.
• Pump Selection.
• Sizing and Selection of Pumping Unit Components.

Domain 11: Testing 

• Factory Performance Testing.
• Factory Performance Test Procedures and Arrangements.
• NPSH and NPIP Testing.
• Hydrostatic Pressure Testing.
• Pump Total Head.
• Mechanical and Electrical Integrity Testing.
• Sound and Vibration Testing.
• Additional Testing.

Domain 12: Pump Installation, Commissioning, and Startup

• Pipe and Tube Connection Designs.
• Pump Installation and Priming.
• Proper Free Surface Intake and Pump Piping Design.
• Nozzle Loads.
• Pump Field Testing Limitations.

Domain 13: Maintenance

• Installation, Operation, and Maintenance (IOM) Manuals.
• Performance Evaluation, Allowable Limits, and Pump Shutdown.
• Maintenance, Monitoring, and Inspection.

Domain 14: Troubleshooting

• Common Operating Problems.
• Failure Modes and Root Cause Analysis.

Domain 15: Pump System Optimization and Analysis

• Pump Life Cycle Cost (LCC).
• Pump System Optimization (PSO). 

Domain 16: Markets and Applications 

• Market Segments and Applications.
• Market Influences and Trends.

Registration Fees:

Members, Associate Members, Standards Partners, and Training Partners of the Hydraulic Institute (HI) receive 25% discount on all available PSM training. Employees of Members, Associate Members, Standards Partner, and Training Partner organizations must log-in with their company email address in order for the discounted registration fee to apply. Industry Partners and Academic Partners receive 5% discount on all PSM training.

Membership Question?  Call us at 973-267-9700, email us, or view the HI website for more information about membership benefits.

Volume Discount:

Receive volume discounts up to 20% off on select training and certification products. Create an account (or login if you have one), and add products to the cart to see the applicable discounts. Member and partner discounts are combined with volume pricing for additional savings.

Refunds:

All refund requests must be made in writing at training@pumps.org. 

• Slide Decks for Each Domain Training
• On-Demand Training and Quizzes for each Domain Module

Professional Development Hours (PDH):

Upon the successful completion of this on-demand content, you will receive a Certificate of Completion for the number of credit hours noted on the "Overview" tab.

Note: 1.0 PDHs is equivalent to 0.10 CEUs or 1.0 Contact Hours

Licensed Professional Engineers:

Continuing professional development is a vital component of the engineering licensure process. Most state licensing boards require continuing professional development as a condition for licensure and renewal of the license to practice engineering. The acceptance of continuing education as it applies to fulfillment of the state licensing requirements for professional designations is at the pleasure of the individual state licensing boards. It is the responsibility of the individual participants to be knowledgeable about their state requirements. Pre-approval of training providers and courses is not required by most state licensing boards, except for the following:

Florida Board of Professional Engineers

Pump Systems Matter is a board-approved continuing education provider for the Florida Board of Professional Engineers: License # CEA361.

New York State Board for Engineering, Land Surveying, and Geology

Pump Systems Matter is approved as a sponsor of continuing education for professional engineers in New York State: NYS Sponsor # 241.

The Hydraulic Institute (HI) has developed three certifications: Pump System Certification – Level 1 (PSC Level 1), Pump System Certification – Level 2 (PSC Level 2), and the Pump System Assessment Professional (PSAP). Each certification level includes 16 standard knowledge domains but the knowledge topics within each domain have logical progression from understand and apply (Level 1), to interpret and analyze (Level 2), to evaluate and solve (PSAP).

Pump Systems Matter (PSM) has created an aligned training catalog. As outlined in the Pump System Training and Certification Alignment Pyramid below, each training product is assigned to a Learning Level that corresponds with the certification level. This creates a cohesive and structured learning pathway.

Learn more about Pump System Certification Level 2

HI 41.8 Program Guideline for Pump System Certification: This program guideline establishes the formal credentialing requirements for a Pump System Certified (PSC) Level 1 and Level 2 certification, including a standardized examination and renewal process. The certification provides third-party validation by the Hydraulic Institute (HI) that individuals have the knowledge, training, and experience necessary to understand and apply core pump system fundamental knowledge.

Pump Industry Fundamentals Body of Knowledge (BOK): The Pump Industry Fundamentals Body of Knowledge covers general pump system fundamental knowledge requirements (learning outcomes) that should be common across job functions and industries.

The HI Data Tool: The HI Data Tool is a comprehensive guide for pump users, pump manufacturers and engineers in need of references for pump principles, calculations, and unit conversions. 

World Without Pumps: This fun and relatable recruitment piece brings light to the hidden world of pumps and the positive impact they have on our everyday lives and society.

Pump Pros Know: What do pump pros know and why do they know it? This series of articles highlight the brilliance of those who work with pumps.

HI Blog

PSM Newsletter

Pump System Certification (PSC) - Level 2
Exam Prep On-Demand 
Professional Development Hours: 4.0

Overview:

The Pump System Certification Level 2 (PSC Level 2) Exam Prep on-demand product provides concise overviews and domain-specific challenge questions for each certification domain. Full-length practice exams are included, with explained answers designed to reinforce key concepts and familiarize participants with the exam format. This product supports candidates pursuing PSC Level 2 Certification by reviewing each domain and offering realistic domain challenges and practice exam questions. Instructional training for each domain is not included. 

Participants seeking formal training in addition to exam preparation may find it here.

Learning Level - Intermediate:

This training is intended for individuals with some experience and prior knowledge of pumps and pumping systems. The course expands upon foundational concepts introduced at the basic level and develops more advanced skills related to analysis, application, and system behavior.

Audience:

• Individuals preparing for PSC Level 2 Certification.
• Technical professionals with intermediate knowledge of pumps and pumping systems.
• Engineers with approximately 1–5 years of experience in the fluid handling industry.
• Technical sales, maintenance, and operations personnel seeking to expand their pump and system expertise.

SKU: OD-PSC2-Ex001

Outline:

Pump System Certification (PSC) - Level 2 Overview

Domain 1: Introduction to Pumps 

• Overview video.
• Domain knowledge challenge.

Domain 2: Pump Performance Curves and Power Consumption  

• Overview video.
• Domain knowledge challenge.

Domain 3: Pump Systems

• Overview video.
• Domain knowledge challenge.

Domain 4: Rotodynamic Pump Design and Types 

• Overview video.
• Domain knowledge challenge.

Domain 5: Positive Displacement Pump Designs and Types

• Overview video.
• Domain knowledge challenge.

Domain 6: Pump Components and Accessories

• Overview video.
• Domain knowledge challenge.

Domain 7: Drivers and Drives 

• Overview video.
• Domain knowledge challenge.

Domain 8: System Design Considerations

• Overview video.
• Domain knowledge challenge.

Domain 9: Varying the Pump Operating Point 

• Overview video.
• Domain knowledge challenge.

Domain 10: Pump Selection and Specification 

• Overview video.
• Domain knowledge challenge.

Domain 11: Testing 

• Overview video.
• Domain knowledge challenge.

Domain 12: Pump Installation, Commissioning, and Startup

• Overview video.
• Domain knowledge challenge.

Domain 13: Maintenance

• Overview video.
• Domain knowledge challenge.

Domain 14: Troubleshooting

• Overview video.
• Domain knowledge challenge.

Domain 15: Pump System Optimization and Analysis

• Overview video.
• Domain knowledge challenge.

Domain 16: Markets and Applications 

• Overview video.
• Domain knowledge challenge.

Sample Certification Exam

The exam preparation on-demand product includes a sample certification exam drawn from a question bank containing 360 questions with explained answers. The full-length sample exam selects 100 randomized questions from the question bank and allows unlimited attempts. Because the questions are randomized, participants may take an unlimited number of full-length sample exams without repeating the same version and can review their results along with explained answers after each attempt.

While there is no time limit set, the suggested duration is no more than 3 hours to imitate the exam duration.

Registration Fees:

Members, Associate Members, Standards Partners, and Training Partners of the Hydraulic Institute (HI) receive 25% discount on all available PSM training. Employees of Members, Associate Members, Standards Partner, and Training Partner organizations must log-in with their company email address in order for the discounted registration fee to apply. Industry Partners and Academic Partners receive 5% discount on all PSM training.

Membership Question?  Call us at 973-267-9700, email us, or view the HI website for more information about membership benefits.

Volume Discount:

Receive volume discounts up to 20% off on select training and certification products. Create an account (or login if you have one), and add products to the cart to see the applicable discounts. Member and partner discounts are combined with volume pricing for additional savings.

Refunds:

All refund requests must be made in writing at training@pumps.org. 

• Knowledge challenge for each domain, with explained answers following completion.
• Full-length sample certification exam, with explained answers following completion.
• PDF of Slide Decks for all domain overview videos.

Professional Development Hours (PDH):

Upon the successful completion of this on-demand content, you will receive a Certificate of Completion for the number of credit hours noted on the "Overview" tab.

Note: 1.0 PDHs is equivalent to 0.10 CEUs or 1.0 Contact Hours

Licensed Professional Engineers:

Continuing professional development is a vital component of the engineering licensure process. Most state licensing boards require continuing professional development as a condition for licensure and renewal of the license to practice engineering. The acceptance of continuing education as it applies to fulfillment of the state licensing requirements for professional designations is at the pleasure of the individual state licensing boards. It is the responsibility of the individual participants to be knowledgeable about their state requirements. Pre-approval of training providers and courses is not required by most state licensing boards, except for the following:

Florida Board of Professional Engineers

Pump Systems Matter is a board-approved continuing education provider for the Florida Board of Professional Engineers: License # CEA361.

New York State Board for Engineering, Land Surveying, and Geology

Pump Systems Matter is approved as a sponsor of continuing education for professional engineers in New York State: NYS Sponsor # 241.

The Hydraulic Institute (HI) has developed three certifications: Pump System Certification – Level 1 (PSC Level 1), Pump System Certification – Level 2 (PSC Level 2), and the Pump System Assessment Professional (PSAP). Each certification level includes 16 standard knowledge domains but the knowledge topics within each domain have logical progression from understand and apply (Level 1), to interpret and analyze (Level 2), to evaluate and solve (PSAP).

Pump Systems Matter (PSM) has created an aligned training catalog. As outlined in the Pump System Training and Certification Alignment Pyramid below, each training product is assigned to a Learning Level that corresponds with the certification level. This creates a cohesive and structured learning pathway.

Learn more about Pump System Certification Level 2

HI 41.8 Program Guideline for Pump System Certification: This program guideline establishes the formal credentialing requirements for a Pump System Certified (PSC) Level 1 and Level 2 certification, including a standardized examination and renewal process. The certification provides third-party validation by the Hydraulic Institute (HI) that individuals have the knowledge, training, and experience necessary to understand and apply core pump system fundamental knowledge.

Pump Industry Fundamentals Body of Knowledge (BOK): The Pump Industry Fundamentals Body of Knowledge covers general pump system fundamental knowledge requirements (learning outcomes) that should be common across job functions and industries.

The HI Data Tool: The HI Data Tool is a comprehensive guide for pump users, pump manufacturers and engineers in need of references for pump principles, calculations, and unit conversions. 

World Without Pumps: This fun and relatable recruitment piece brings light to the hidden world of pumps and the positive impact they have on our everyday lives and society.

Pump Pros Know: What do pump pros know and why do they know it? This series of articles highlight the brilliance of those who work with pumps.

HI Blog

PSM Newsletter

PSC Level 2 Certification Exam

Overview:

The Pump System Certification (PSC) was developed by the Hydraulic Institute to provide third-party verification that individuals have the knowledge, training, and experience necessary to apply general pump system fundamental knowledge. This industry certification is for engineers or technical sales personnel with a desire to advance knowledge with more than one year of experience.

Eligibility Requirements:

The eligibility criteria for PSC Level 2 certification are one of the following:

• At least three (3) years of relevant work experience, or
• Completed an associate degree program in a STEM field and at least two (2) years of relevant work experience, or
• Completed PSC Level 1 and at least one and a half (1.5) years of relevant work experience, or
• Completed a bachelor's or graduate degree program in a STEM field and at least one (1) year of relevant experience.

Description:

The PSC Level 2 validates that successful candidates have competencies that include, but are not limited to:

• Calculate system curves and evaluate control methods
• Understanding motor and variable frequency drive fundamentals
• Determining the necessary data to size a pump for a typical application
• Factory performance testing of pumps
• Pump installation, operation, and maintenance principles
• Common pump and system operating issues
• Performing pump life-cycle costs calculations
• Pump auxiliary components (e.g., mechanical seal, seal flush plans)
• Pump lubrication types
• Working knowledge of vibration analysis
• Driver and coupling considerations
• Using online process data to help solve equipment failure

Candidates have three (3) hours to complete the certification exam. Carefully read the questions and choose the best answer. A formula handbook has been provided as a reference.

For more information on the certification process and the exam, please go to www.pumps.org/psc.

Remote Proctoring Standard Rules

HI offers remote online-proctored exams as a safe, secure, and easy way to take the certification exam via MonitorEDU. To learn more about how the remote exam proctoring works, go to www.monitoredu.com/faq.

Permitted Materials

Candidates are allowed to have the following materials while taking the certification exam:

• Scientific calculator.
• White board/sheet with marker/eraser.
• HI issued formula reference sheet (printed or on-screen).

Room Requirements

• The exam must be taken in a private room with no other individuals present.
• No external cameras are allowed except those used for proctoring.
• Bookcases should be covered to prevent hidden cameras.
• The room should be organized and free of clutter.
• The space must be well-lit with no glare from sunlight or artificial lighting.
• The environment must be quiet—no background noise, including music, television, or conversations.

Desk and Testing Area Requirements

• The test must be taken on a hard, flat surface, such as a desk, table, or counter.
• The candidate must sit on a chair, bench, or another hard, flat surface.
• Testing on beds, sofas, or recliners is prohibited, as these areas allow for concealed materials.
• The test area must remain free of clutter.
• Only authorized materials and aids are permitted.
• Any permitted materials must be visible to the proctor at all times.
• Beverages must be in a clear or plain container.

Candidate Appearance and Attire

• Candidates must wear plain clothing with no visible logos or text.
• Hats and hoodies are not permitted, except for religious purposes - but we will still inspect the ears for prohibited items (see below)
• No smart glasses, electronic eyewear, or wearable technology.
• No jewelry except for relationship rings.
• No watches, wristbands, or fitness trackers.
• No headphones, earbuds, or listening devices of any kind.

Candidate Behavior During the Exam

• No talking or reading questions aloud.
• Candidates must remain focused on the exam at all times.
• No smoking, vaping, or tobacco use during the exam.
• The candidate must not leave the testing area until the exam is submitted.

Other Rules & Compliance

• Candidates must follow all instructions from the proctor.
• Professional conduct is required at all times.

Technology & Equipment Restrictions

• Dual monitors are not allowed.
• The placement of the phone for proctoring must follow the proctor’s instructions to ensure a clear view of the testing environment, the candidate, and the device the candidate is testing on.

Please contact us at certifications@pumps.org for any questions on proctoring the certification exam.