Basic Pump & System Training Course

Date: Tuesday, April 10th, 2025

Time: 9:00am - 5.00 pm EST

PDH Credits: 7.0

Pump Systems, Pump Types & Performance Curves, Varying Operation, Motors & Drives, and Installation & Maintenance 

Overview

Basic Pump and system training is designed to be the starting point for learning the fundamentals of pumps, their components and construction, and how pump systems are operated and controlled. Attendees will leave with an understanding of typical pump components, construction, installation, and maintenance considerations, as well as a detailed understanding of the pump curve and its interaction with the system curve.

Learning Level - Basic

This course is designed for individuals who are new to the subject matter. It covers basic concepts, skills, and practices.  Participants acquire a foundational understanding of the topic and develop basic competencies.

This course will cover introductory content, but attendees would benefit from reviewing the Introduction to Pump Fundamentals On-Demand Training Course. 

Audience

This course is perfect for anyone new to the topic including pump system operators, maintenance personnel and new engineers.

Learning Outcomes

• Pump types, construction, and associated application considerations
• Pump system power and energy consumption 
• Pump system curves
• Determining the operating point
• Methods to vary pump system operation  
• How to identify the pumps Preferred Operating Region (POR)
• Understand factors effecting the Allowable Operating Region (AOR)  
• Coupling, bearing and seal types
• Construction and application of electric motors and variable frequency drives
• Installation & Maintenance considerations 
• Common system & operating problems 

Course Materials Included

• Slide Deck (PDF)
• Pump System Optimization Guidebook ($225 Value)

Continuing Education Credits

Upon the successful completion of this day and passing the required quiz, you will receive a Certificate of Completion. 7 PDHs | 0.7 CEUs | 7 CONTACT HOURs

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

Please contact - training1@pumps.org if you have interest in this course for yourself or your organization.

Course Outline

Sections 1: Pump Type & Application Consideration Overview

• Introduction to pump types
• Rotodynamic & Positive displacement pumps
• Pump construction & designs
• Application considerations

Sections 2: Rotodynamic Pump Curves

• Reading the pump curve
• Preferred operating region (POR) & Allowable operating region (AOR)
• Affinity rules & Variable speed curves
• Impeller trim curves

Sections 3: Positive Displacement Pump Curves

• Reading the pump curve
• Affinity rules
• Typical presentation of variable speed curves

Sections 4: Power Consumption, Efficiency & Energy

• Pump output power
• Pump, driver and drive input power
• Efficiency & energy consumption

Section 5: Pump Systems

• Pump system descriptions & types
• Pressure & Head
• System head curve
• Measuring system head

Section 6: Varying the Operating Point

• The pump system operating point
• Varying the system curve with valves
• Varying pump speed
• Variable speed control examples
• Parallel & series pumping

Section 7: Pump Component Part Basics

• Couplings
• Bearings
• Compression Packing & Mechanical Seals

Section 8: Electric Motor and Variable Frequency Drive Basics

• Basic Construction & Design
• Ratings, Frequency & Speed

Section 9: Installation Basics

• Major considerations
• Environment, foundation, base, piping, settings

Section 10: Maintenance Basics

• Maintenance strategies
• Preventative maintenance overview

Section 11: Common System & Operating Problems

• Installation/System
• Pressure, flow, power, vibration, bearing or seal failures
• Troubleshooting 

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. Click here to learn more about HI membership.

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

Refunds & Cancellations

All refund requests must be made in writing to training@pumps.org. Full refunds will be issued for any live course or webinar that has been cancelled.

Course Instructions

1. Click "Complete Quiz for Live Course" to answer quiz questions. You will have unlimited attempts and must get at least 80% correct to proceed. After completing the quiz, return to the Contents tab.
2. Click "Complete Course Evaluation" to provide your feedback on the course to PSM. Scroll down to view all feedback questions, there are questions that expand past the size of the window. 
3. Click the button “View/Print Your Certificate” in the box titled “Claim Credits & Certificate to save or print your certificate of completion. If you ever lose your certificate, you can come back to the PSM website and view it on your transcript (found in the Dashboard).
4. During the Q&A portion of the training sessions questions are welcome that relate to the material presented and the instructor will do their best to address them within the context of the training provided. If time does not permit addressing questions received, we’ll make our best effort to provide an answer via email.
5. Please note that the instructor is not able to provide consulting advice or interpretations of standards; therefore, these types of questions will not be addressed by the instructor. 

Need Assistance?

If you are experiencing any log in issues, cannot access a course, need assistance claiming credit, or have other questions or concerns, please e-mail training@pumps.org for assistance.

PDH Credits

One (7) PDH credit will be issued upon completion of this live webinar series. 

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.

Licensed Professional Engineers

Continuing professional development is a vital component to 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. Pre-approval of training providers and courses are 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.

Intermediate Pump & System Training Course

Date: Wednesday, April 23rd, 2025

Time: 9:00am - 5.00 pm EST

PDH Credits: 7.0

Pump Systems, Pump Types & Performance Curves, Varying Operation, Motors & Drives, and Installation & Maintenance 

Overview

This course is designed for individuals who have 2+ years of experience with pumps and systems or who have already completed the Basic Pump and System Training course. By providing immersive coverage of the pump and system design, operation, performance and applicable calculations, this course is applicable to technical professionals or veterans of the industry that want a grounding in the fundamentals. Participants acquire a foundational understanding of the topic and engineering principles. 

This course will review the basics, but attendees would benefit from taking or having knowledge of the topics covered in the Introductory Pump & System Training course and Basic Pump & System Training course, Following the Intermediate course, attendees will be ready to attend the Pump System Optimization and Assessment training course.   

Learning Level - Intermediate

This course is designed for individuals who are new to the subject matter. It covers basic concepts, skills, and practices.  Participants acquire a foundational understanding of the topic and develop basic competencies.

This course will cover introductory content, but attendees would benefit from reviewing the Introduction to Pump Fundamentals On-Demand Training Course. 

Audience

This course is for individuals who are working in the pump and fluid handling industry and are looking to improve their technical competencies. This course covers topics any experienced engineer in the fluid handling industry should master and will help experienced technical sales, maintenance and operations advance in their career. 

Learning Outcomes

• How the operating point effect’s reliability. 
• Determination of the pump system curve and the operating. 
• How to calculate pump total head 
• Definition and calculation of NPSHA 
• Basics of cavitation 
• Rotodynamic and positive displacement pump types, design, and application considerations 
• Pump selection methodology 
• Fluid properties and how affect performance 
• System drawings and pump system control 
• Use of hydraulic modeling to evaluate pump system operation 

Course Materials Included

• Slide Deck (PDF)
• Pump System Optimization Guidebook ($225 Value)

Continuing Education Credits

Upon the successful completion of this day and passing the required quiz, you will receive a Certificate of Completion. 7 PDHs | 0.7 CEUs | 7 CONTACT HOURs

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

Please contact - training1@pumps.org if you have interest in this course for yourself or your organization.

Course Outline

Section 1: Pump System Basics  

• Pump systems  
• Pump types, curves, power and efficiency 
• General application considerations 
• System curves, the operating point and varying operations 
• Fluid properties 

Section 2: Operating Point and Reliability 

• Preferred Operating Region (POR)  
• Allowable Operating Region (AOR) 
• Factors affecting the AOR 
• Reliability metrics 

Section 3: Rotodynamic pumps 

• Operating theory and classifications 
• Types, construction, and classifications 
• Major components 

Section 4: Positive Displacement Pumps 

• Definition & classifications 
• Application considerations 
• Reciprocating pumps 
• Rotary pumps 

Section 5: Pump System Curves 

• System curve overview 
• Bernoulli & continuity equations 
• Pressure and head, pressure head, elevation head, velocity head 
• Frictional head loss & calculation examples 
• System energy balance and determining the system curve 

Section 6: Pump Total Head 

• Definition & components of pump total head 
• Calculation example 

Section 7: Cavitation & Net Positive Suction Head Available (NPSHA)  

• Cavitation explained 
• NPSHA open system 
• NPSHA from gauge pressure 
• Considerations for reciprocating pumps 
• Calculation example 

Section 8: System Drawings and Control 

• Process flow, piping and instrumentation, and isometric drawings 
• Process control overview 
• Control methods 
• Variable speed vs throttling example 
• On/off control with variable speed example 
• Parallel & series 

Section 9: Pump Selection Considerations 

• Pump life cycle cost 
• Pump selection methodology 
• Common questions 

Section 10: Troubleshooting using Hydraulic Modeling Example  

• Building the model 
• Analyzing and troubleshooting operations 
• Improving operation 

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. Click here to learn more about HI membership.

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

Refunds & Cancellations

All refund requests must be made in writing to training@pumps.org. Full refunds will be issued for any live course or webinar that has been cancelled.

Course Instructions

1. Click "Complete Quiz for Live Course" to answer quiz questions. You will have unlimited attempts and must get at least 80% correct to proceed. After completing the quiz, return to the Contents tab.
2. Click "Complete Course Evaluation" to provide your feedback on the course to PSM. Scroll down to view all feedback questions, there are questions that expand past the size of the window. 
3. Click the button “View/Print Your Certificate” in the box titled “Claim Credits & Certificate to save or print your certificate of completion. If you ever lose your certificate, you can come back to the PSM website and view it on your transcript (found in the Dashboard).
4. During the Q&A portion of the training sessions questions are welcome that relate to the material presented and the instructor will do their best to address them within the context of the training provided. If time does not permit addressing questions received, we’ll make our best effort to provide an answer via email.
5. Please note that the instructor is not able to provide consulting advice or interpretations of standards; therefore, these types of questions will not be addressed by the instructor. 

Need Assistance?

If you are experiencing any log in issues, cannot access a course, need assistance claiming credit, or have other questions or concerns, please e-mail training@pumps.org for assistance.

PDH Credits

One (7) PDH credit will be issued upon completion of this live webinar series. 

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.

Licensed Professional Engineers

Continuing professional development is a vital component to 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. Pre-approval of training providers and courses are 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.

Pump System Optimization and Assessment

May 20, 2025 | 9:00 a.m. - 5:00 p.m. ET

PDH Credits: 7.0

Overview

The Pump System Optimization & Assessment (PSOA) course builds on fundamental principles to examine the economics of pumping systems and the strategies to assess and optimize these systems. This course covers a critical skill set that is required to analyze and optimizing pumping systems by reducing energy and maintenance costs.    

This course provides immersive coverage of pump system economics, optimization based on life cycle cost, and standardized processes to assess and improve pumping systems.  

Learning Objectives

• Benefits of pump system optimization and assessment
• Pump system costs & financial analysis
• Review of Pump system fundamentals
• Pump system optimization methods
• Pump system assessment process
• Basic pump maintenance practices, and reliability metrics
• Field measurements, system drawings, schematics, flow diagrams and control schemes
• Tools and software to support pump system optimization
• Recommendations for cost effective optimization
• Pump system assessment report

Learning Level - Intermediate to Advance 

This course is perfect for technical professionals looking to expand their knowledge on how to improve the operation and energy efficiency of pumping systems. This course is also recommended for candidates interested in getting their Pump System Assessment Professional (PSAP) certification. 

 It is intended that participants in this course have taken Pump System Fundamentals 2-Day Course or have knowledge of the topics covered in the courses.

Audience:

Individuals with a technical background, who have basic and intermediate level knowledge on pumps and systems, including experience technical sales, system designers, and engineers.

Course Materials Included

• Slide Deck (PDF)
• Pump System Optimization Guidebook ($225 Value)
• AFT Fathom 15 days trial license 

Continuing Education Credits

Upon the successful completion of this day and passing the required quiz, you will receive a Certificate of Completion. 7 PDHs | 0.7 CEUs | 7 CONTACT HOURs

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

SKU: VC804C

Section 1: Benefits of pump system optimization 

• Definition  
• Opportunity 
• Areas of focus (Red flags) 
• System optimization examples 

Section 2: Pump system economics 

• Life Cycle Cost 
• Estimating power & energy cost 
• Beyond energy 
• Financial Analysis 

Section 3: Pump System Optimization 

• Pump system hydraulics (review) 
• Optimization of new designs 
• Optimization of existing designs 
• Energy optimization (Specific energy) 

Section 4: Optimization Examples and Studies 

• Lift station specific energy example 
• VSP water booster pump station 
• Friction head versus pipe size example 
• Existing system with maintenance issues 

Section 5: Pump System Assessment 

• ISO/ASME 14414 Pump System Energy Assessment 
• Levels of assessment 
• Core functions of assessments by level 
• Pump System Assessment Professional (PSAP) Certification 
• Tasks and knowledge requirements 
• Six step assessment action plans 

Section 6: Prescreening systems  

• Required system information. 
• Determining best opportunity. 

Section 7: Assessment Team, Scope and Boundary 

• Assessment team and roles. 
• Defining scope, objective, and system boundary. 
• Determining what needs to be analyzed. 

Section 8: Collecting Data and Analysis 

• Pump testing overview. 
• Instrumentation 
• Measuring input power and efficiency. 
• Cross validation of data. 

Section 9: Pump System Assessment Report & Presentation 

• Standard sections 
• Developing recommendations. 
• Example report 
• Presentation and audience considerations. 

PSAP Certification Prep Course

June 11, 2025 | 9:00 a.m. - 5:00 p.m. (EDT)

PDH Credits: 7.0

Overview

With energy efficiency and system optimization leading a shift in the pump industry, there is a growing need for pump system professionals with the knowledge and experience to perform high quality assessments to benchmark current systems and recommend system upgrades. Pump system training provides professionals with the knowledge and tools to perform system assessments and the Pump Systems Assessment Professional (PSAP) Certification provides third-party validation of an individual’s proficiency in pump fundamentals, pump system optimization techniques, and implementation of pump system assessments.

This course is designed to prepare an individual to take the PSAP Certification Exam. HI is now offering remote online-proctored exams via ProctorU as a safe, secure, and easy way to take the PSAP Certification Exam. ProctorU is a live online proctoring service that allows you to take your exam from the comfort of your home. For more information or questions on taking the examination, contact Edgar Suarez.

The exam preparation session provides attendees the resources and tools to be comfortable with the certification exam process, virtual exam platform and realistic questions covering all the knowledge areas.

The instructor will guide the attendees through the application requirements, exam platform and scheduling and what to expect on the day of the exam.  Following the overview, the attendees have the opportunity to take a realistic practice exam via the same electronic platform, and the instructor the spends explaining each practice exam question.

Level:

It is recommended that attendees have intermediate level knowledge or complete intermediate level training prior to attending this course.

Audience:

Individuals with a technical background, who have basic and intermediate level knowledge on pumps and systems, including experience technical sales, system designers, and engineers.

Learning Objectives

1. Review PSAP certification application requirements, domains, tasks, and body of knowledge outlined by the Hydraulic Institute.
2. Review examination scheduling and test taking requirements
3. You will have a chance to a sample test that should give you a realistic test taking experience
4. The instructor will review each sample test question in detail following you allotted time limit to take the sample test
5. The instructor will also provide you the opportunity to work through additional sample questions, and the instructor will review the answer to each in detail

Learning Level - Specialized Certification Preparation  

This course is perfect for technical professionals looking to expand their knowledge and get their Pump System Assessment Professional (PSAP) certification. 

 It is intended that participants in this course have taken Pump & System Fundamentals and the Pump System Optimization courses or have knowledge of the topics covered in the courses.

Course Materials Included

• Slide Deck (PDF)
• Pump System Optimization Guidebook ($225 Value)
• PSAP Study Guide
• 1- hour realistic practice exam 

Continuing Education Credits

Upon the successful completion of this day and passing the required quiz, you will receive a Certificate of Completion. 7 PDHs | 0.7 CEUs | 7 CONTACT HOURs

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

This course offers one day of live virtual instructor-led PSAP certification exam preparation that covers all of the PSAP knowledge area. The course will cover the following:

• The exam preparation session provides attendees the resources and tools to be comfortable with the certification exam process, virtual exam platform and realistic questions covering all the knowledge areas.
• The instructor will guide the attendees through the application requirements, exam platform and scheduling and what to expect on the day of the exam.  Following the overview, the attendees have the opportunity to take a realistic practice exam via the same electronic platform, and the instructor explains each practice exam question.
  
• An overview of the eligibility requirements, certification process, and how to schedule the exam 
• What to expect on the day of the exam
• Live practice exam & review of practice exam and results
• Detailed review of additional practice exam questions

This examination is for the certification of Pump Systems Assessment Professionals (PSAP) developed by the Hydraulic Institute. PSAP certification provides confidence to pump end-users and other stakeholders that pump system assessors have the knowledge and experience to perform high-quality assessments which will lead to energy-efficient and reliable pumping systems. The exam is composed of 100 multiple-choice questions. Candidates have three and one-half (3½) hours to complete the exam. Carefully read the questions and choose the best answer. A formula sheet has been provided as a reference.

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