Facilities Maintenance Courseware

The Transportation Learning Center (the Center) organizes multiple national training consortia to develop standards-based national training courseware for frontline occupations in public transportation organizations.

The facilities maintenance courseware section currently contains Elevator/Escalator Training Consortium Materials only. Materials are based on the national elevator/escalator maintenance training standards published by the American Public Transportation Association (APTA).  Courseware Development Teams (CDTs), comprised of subject matter experts and instructional designers, hold regular webinars, site visits and in-person meetings to produce these materials.

Please use the navigation on the right to locate courseware of your interest. Access to full downloads and technical assistance for training and apprenticeship implementation is provided to members in good standing. Please contact our staff members listed under each consortium for information on membership.

Elevator/Escalator Training Consortium Materials

The Transit Elevator-Escalator Training Consortium (the Consortium) was the first in an ongoing series of industry-wide collaborative programs to develop integrated systems of training for key frontline occupations in public transportation. Building on national training standards developed by industry Subject Matter Experts (SMEs) from 2006 to 2010 and then adopted by the American Public Transportation Association (APTA), the Consortium developed a full set of standardized national courseware to support training and apprenticeship programs for transit elevator/escalator (El-Es) technicians. The curriculum and courseware development team was composed of subject matter experts (SMEs) from five member agencies and unions from across the country. Membership of the Consortium consists of transit systems that maintain their vertical transportation equipment in-house, rather than relying on outside contractors. El-Es original equipment manufacturers contributed access to their technical drawings and manuals to enrich the courseware.

The courseware was organized in four levels, starting with the simplest and leading to the most complex – following the proven model of Bloom’s Taxonomy where each step in learning builds on the other. Sequentially these steps go from knowledge acquisition to comprehension to application and finally to analysis:

  • 100 Level Courses: Basic fundamentals of safety, math and science, hydraulics, pneumatics, hand tools, etc.
  • 200 Level Courses: Principles of transit el/es systems, sub-systems and operations; Inspection and maintenance
  • 300 Level Courses: Advanced diagnostics and repair
  • 400 Level Courses: Most advanced topics and master-technician preparatory courses

Because the Consortium courseware was developed by a joint labor-management-trainer group, the learning objectives and their reflective content align specifically and directly to the required skills for front-line elevator/escalator technicians and consequently directly support industry needs. Each course contains participant guides, instructor guides, Power Points (with Instructor notes), quizzes, and hands-on learning activities. The Consortium also developed components of training that extend beyond courseware: Train the Trainer courses for instructors and on-the-job mentors, model questions and answers for topical quizzes, and finally a national framework for apprenticeship training submitted to and approved by the US Department of Labor.

This page contains the course materials developed by the Transit Elevator-Escalator Training Consortium. Previews to certain courses are free to the public. Full downloads are only available to Consortium members in good standing. Scroll down to browse all the courses or use the navigation links on the right for separate listings of the 100, 200, 300 and 400 level courses. For additional information on joining the Transit Elevator-Escalator Training Consortium, please contact Karitsa Holdzkom.

Elevator/Escalator Train-the-Trainer

Tags: trainertrain-the-trainert3escalatorelevatoreles

This Train-the-Trainer course teaches basic adult learning principles using the context of the consortium developed courseware.

Rating: 43210 | Contains 25 Documents | More information »

Elevator/Escalator Consortium Course Catalog

Tags: escalatorelevatorscourse catalogconsortium

Since 2010, elevator/escalator maintenance subject matter experts from 5 member agencies and unions worked with instructional systems designers from the Transportation Learning Center to create training materials. The list of courseware as of Summer 2020 is listed in this document.

Rating: Not yet rated | Contains 1 Document | More information »

Course 200 Overview of Vertical Transportation in the Public Transit Industry

Tags: safetyescalatorelevator

The purpose of the Overview of Vertical Transportation Course is to assist the participant in demonstrating proper safety procedures and developing a working knowledge of the functions of various escalator and elevator components, controls, and assemblies.

Rating: Not yet rated | Contains 17 Documents | More information »

Course 201 AC Motors, DC Motors and Generators

Tags: dcac

This course is designed to familiarize the technician with the operating principles of both AC and DC motors and generators, proper identification of motor types, preventive maintenance practices, wiring procedures for various types of motors, and the theory and operation of electric motor controllers. Trainees will learn theory of rotating machines and the affects of torque and speed, specific details relating to power loss, and efficiency of motors.

Rating: Not yet rated | Contains 1 Document | More information »

Course 202 Troubleshooting Electrical/Electronic Systems

Tags: troubleshootingelectronicelectrical

This course presents a comprehensive overview of troubleshooting concepts and methods for electrical and electronic systems. The course is designed for technicians who already have a good understanding of DC and AC fundamentals. Emphasis is placed on thinking systematically about determining the cause of electrical problems, and selecting and using the correct meters and tools to obtain needed information.

Rating: 43211 | Contains 1 Document | More information »

Course 203 Introduction to Electrical Ladder Drawings

Tags: ladderelectrical

​The purpose of this document is to provide technical instructors with resources to deliver a course in Introduction to Electrical Ladder Drawings that meets the requirements of the Transit Elevator-Escalator Maintenance Training Standards. The curriculum includes general summary information, lists of recommended courseware and supporting material, an overall course outline with an estimated instructional time breakdown by module, and outlines, objectives and lesson plans for each module.

Rating: Not yet rated | Contains 1 Document | More information »

Course 204 AC Circuit Analysis

Tags: ac circuit

This course provides students with the theoretical and data knowledge necessary to understand and analyze reactive components in AC circuits. The concepts include inductance, inductive reactance, RL circuits, capacitance, RC circuits, RLC circuit analysis and series and parallel resonance. The student will learn the characteristics of inductors and capacitors, and the ways these components can work alone or in combination to affect electrical circuits.

Rating: Not yet rated | Contains 1 Document | More information »

Course 205 Solid State Fundamentals

Tags: semiconductor

This course presents a comprehensive overview of solid state devices and systems. The course is designed for electricians, and others who have some basic knowledge of electronics. Component and system construction, operation, installation, and service are emphasized. Various practical applications are presented throughout the course as they relate to temperature, light, speed, and pressure control.

Rating: Not yet rated | Contains 1 Document | More information »

Course 206 Digital Fundamentals

Tags: digital

This course is designed to familiarize the technician with the types of devices and circuits used to build computers and other digital equipment. The concepts presented in this course will serve as a foundation for work the technician will perform on digital hardware. Upon completion of this course the trainee should have a thorough understanding of the basic concepts of digital circuit fundamentals and should also have a basis for applying the principles learned to other more advanced studies in this field.

Rating: Not yet rated | Contains 1 Document | More information »

Course 207 Hydraulic and Pneumatic Applications

Tags: pneumatichydraulic

This course begins with a review of basic pneumatic and hydraulic theory and components. It proceeds to offer a deeper look at some practical applications of pneumatics and hydraulics and the control devices and design needed to implement various applications. Particular attention is paid to hydraulic and pneumatic applications that occur in elevators and escalators. The use of pneumatic and hydraulic schematics as a troubleshooting device is also used.

Rating: Not yet rated | Contains 1 Document | More information »

Course 208 Escalator: Principles of Operation

Tags: sub-systemssafetyescalatorelectrical

The purpose of the Escalator Specific - Principles of Operation Course is to assist the participants in demonstrating proper safety procedures and a working knowledge of the functions of various escalator components, controls, and assemblies.

Rating: Not yet rated | Contains 30 Documents | More information »

Course 209 Escalator Electrical Systems

Tags: safety circuitssafetypower transmissionmechanicalescalatorelectrical power systemselectricaldrive motorscontrol circuits

Course 209, Escalator Electrical Systems, assists the participant in demonstrating proper safety procedures and a working knowledge of the functions of various escalator and elevator components, controls, and assemblies.

Rating: Not yet rated | Contains 30 Documents | More information »

Course 210 Escalator Step Installation & Maintenance

Tags: troubleshootingstep removalstep bandstep alignmentroller removalmaintenanceinspectionescalator

Course 210, Escalator Step Installation and Maintenance, assists the participant in demonstrating proper safety procedures and a working knowledge of the functions of various escalator and elevator components, controls, and assemblies.

Rating: Not yet rated | Contains 15 Documents | More information »

Course 211 Escalator-Specific Handrail Installation & Maintenance

Tags: troubleshootingsafetymaintenanceinstallationhandrail installationhandrail drivehandrailescalator

Course 211, Escalator-Specific Handrail Installation and Maintenance, assists the participant in demonstrating proper safety procedures and a working knowledge of the functions of various escalator handrail components, controls, and assemblies.

Rating: Not yet rated | Contains 11 Documents | More information »

Course 212 Escalator-Specific Inspection & Basic Maintenance

Tags: step bandspreventative maintenanceoperational testlightingjurisdictional testinginspectionheatinghandrailsescalatorcontrol systemscode compliance

Course 212, Escalator-Specific Inspection and Basic Maintenance, assists the participant in demonstrating a working knowledge of how to inspect and maintain transit escalator systems.

Rating: Not yet rated | Contains 27 Documents | More information »

Course 213 Elevator-Specific Principles of Operation

Tags: safetymrl elevatorsmaintenancehydraulicelevatorselectric tractiondoor systemscontrol systemscode specifications

Course 213, Elevator-Specific Principles of Operation, assists the participant in demonstrating a working knowledge of the principles of elevator operation in a public transit system. This course covers such principles as general safety procedures; hydraulic, electric traction and machine room-less elevators; door systems; control systems; as well as provides the participant with an introduction to code specifications that are the standards for elevator operation.

Rating: Not yet rated | Contains 27 Documents | More information »

Course 214 Elevator-Specific Electrical Systems

Tags: transitsafety circuitsmaintenanceelevatorelectrical systemselectricaldrives

Course 214, Elevator-Specific Electrical Systems, assists the participant in demonstrating a working knowledge of the way a transit elevator’s electrical systems work. A very introductory look is also taken at maintenance of a transit traction elevator. This will be covered more in depth in a later course.

Rating: Not yet rated | Contains 35 Documents | More information »

Course 215 Elevator-Specific Mechanical Drive Systems

Tags: troubleshootingsafetymechanical drivegearless drivegeared driveelevator

Course 215, Elevator-Specific Mechanical Drive Systems course, assists the participant in demonstrating a working knowledge of the way drive machines for various types of elevators work and are configured. This course demonstrates the differences in elevator drive technology that is in common use in a public transit system.

Rating: Not yet rated | Contains 23 Documents | More information »

Course 216 Elevator-Specific Door Operation and Maintenance

Tags: troubleshootingsafetyelevatordoor inspectioncomponent maintenance

Course 216, Elevator-Specific Principles of Door Operation and Maintenance, assists the participant in demonstrating a working knowledge of the function of various elevator door configurations, including their components and how they should be inspected and maintained.

Rating: Not yet rated | Contains 18 Documents | More information »

Course 217 Elevator-Specific Electric Traction Elevator

Tags: tractionsafetyropingmaintenancehoistwayelevatorcontrol systems

Course 217, Elevator-Specific Traction Elevators, assists the participant in demonstrating a working knowledge of the way a transit traction elevator works including its control system and components. A very introductory look is also taken at maintenance of a transit traction elevator. This will be covered more in depth in a later course.

Rating: Not yet rated | Contains 28 Documents | More information »

Course 218 Elevator-Specific Hydraulic Elevators

Tags: safetymaintenancehydraulichoistwayelevatorscontrol systems

Course 218, Elevator-Specific Hydraulic Elevators, assists the participant in demonstrating a working knowledge of the way a transit hydraulic elevator works including its control system and components. A very introductory look is also taken at maintenance of a transit hydraulic elevator. This will be covered more in depth in a later course.

Rating: 43211 | Contains 25 Documents | More information »

Course 219 Elevator Inspection and Basic Maintenance

Tags: transittraction machine roomoperational testmaintenanceinternal communicationsinspectionhydraulic machine roomhousekeepingemergency equipmentelevatordoor operationscontrollerscar and landingsbasic maintenance

Course 219, Elevator Inspection and Basic Maintenance, course assists the participant in demonstrating a working knowledge of how to inspect and maintain transit elevator systems.

Rating: Not yet rated | Contains 60 Documents | More information »

Course 220 Elevator-Specific Other Systems

Tags: rack & pinionmaterial liftsinclined elevatorsdumbwaitersadaaccessibility

Course 220, Elevator-Specific Other Systems, assists the participant in demonstrating a working knowledge of the alternative forms of elevators which may exist in transit environments. These systems include Rack-and-Pinion elevators, dumbwaiters, wheelchair lifts, material lifts and inclined elevators.

Rating: Not yet rated | Contains 23 Documents | More information »

Course 101 Orientation & Background

Tags: escalatorelevator

The purpose of this document is to provide technical instructors with resources to deliver a course in Orientation and Background that meets the requirements of the Transit Elevator-Escalator Maintenance Training Standards. The curriculum includes general summary information, a course outline and outlines and objectives for each module.

Rating: 43211 | Contains 1 Document | More information »

Electrical Fundamentals I - Courses 102, 105, 106 and 108

Tags: fundamentalselecrical

The purpose of this document is to provide technical instructors with resources to deliver a course in DC Fundamentals that meets the requirements of the Transit Elevator-Escalator Maintenance Training Standards. The curriculum includes general summary information, lists of recommended courseware and supporting material, an overall course outline with an estimated instructional time breakdown by module, and outlines, objectives and lesson plans for each module.

Rating: Not yet rated | Contains 1 Document | More information »

Course 103 Tools & Material Handling

Tags: toolsmaterial handling

The purpose of this document is to provide technical instructors with resources to deliver a course in Tools and Material Handling that meets the requirements of the Transit Elevator-Escalator Maintenance Training Standards. The curriculum includes general summary information, lists of recommended courseware and supporting material, an overall course outline with an estimated instructional time breakdown by module, and outlines, objectives and lesson plans for each module.

Rating: Not yet rated | Contains 1 Document | More information »

Course 104 Basic Mathematics

Tags: mathematics

The purpose of this document is to provide technical instructors with resources to deliver a course in Mathematics for Skilled Trades that meets the requirements of the Transit Elevator-Escalator Maintenance Training Standards. The curriculum includes general summary information, lists of recommended courseware and supporting material, an overall course outline with an estimated instruct

Rating: Not yet rated | Contains 1 Document | More information »

Course 107 Wiring Technologies & Equipment

Tags: wiringequipment

The purpose of this document is to provide technical instructors with resources to deliver a course in Wiring Technologies and Equipment that meets the requirements of the Transit Elevator-Escalator Maintenance Training Standards. The curriculum includes general summary information, lists of recommended courseware and supporting material, an overall course outline with an estimated instructional time breakdown by module, and outlines, objectives and lesson plans for each module.

Rating: Not yet rated | Contains 1 Document | More information »

Course 109 Electrical Fundamentals II

Tags: fundamentalselectrical

The purpose of this document is to provide technical instructors with resources to deliver a course in AC Fundamentals that meets the requirements of the Transit Elevator-Escalator Maintenance Training Standards. The curriculum includes general summary information, lists of recommended courseware and supporting material, an overall course outline with an estimated instructional time breakdown by module, and outlines, objectives and lesson plans for each module.

Rating: Not yet rated | Contains 1 Document | More information »

Course 110 Hydraulic & Pneumatic Fundamentals

Tags: pneumatichydraulic

The purpose of this document is to provide technical instructors with resources to deliver a course in Hydraulic and Pneumatic Fundamentals that meets the requirements of the Transit Elevator-Escalator Maintenance Training Standards. The curriculum includes general summary information, lists of recommended courseware and supporting material, an overall course outline with an estimated instructional time breakdown by module, and outlines, objectives and lesson plans for each module.

Rating: Not yet rated | Contains 1 Document | More information »

Course 111 Mechanical Theory & Applications

Tags: mechanical theory

The purpose of this document is to provide technical instructors with resources to deliver a course in Mechanical Theory and Applications that meets the requirements of the Transit Elevator-Escalator Maintenance Training Standards. The curriculum includes general summary information, lists of recommended courseware and supporting material, an overall course outline with an estimated instructional time breakdown by module, and outlines, objectives and lesson plans for each module.

Rating: Not yet rated | Contains 1 Document | More information »

Course 221: Elevator-Specific Entrapments

Tags: rescuefire and rescueentrapmentelevator

Course 221, Elevator-Specific Entrapments,assists the participant in demonstrating a working knowledge of the steps to take during an entrapment situation. Note that participants should always follow their authorities procedures during entrapment situations.

Rating: Not yet rated | Contains 7 Documents | More information »

Course 250: Principles of Troubleshooting

Tags: troubleshooting

Course 250, Principles of Troubleshooting, provides an overview of the troubleshooting process along with related general strategies, tips and pitfalls. Troubleshooting in the context of transit escalator and elevator systems will also be discussed.

Rating: Not yet rated | Contains 16 Documents | More information »

Course 300: Input Output Control Equipment

Tags: input-output control equipmentinput-outputescalatorelevatorelectrical

Course 300, Input Output Control Equipment, assists the participant in building on previous knowledge of input output devices in a transit environment to understand how they interact within a complete system and to explore how to electrically troubleshoot these devices.

Rating: Not yet rated | Contains 22 Documents | More information »

Course 301: Electrical / Electronic Systems

Tags: transitelectrical

Course 301, Electrical/Electronic Systems, assists the participant in building on previous knowledge of input/output devices in a transit environment to understand how they interact within a complete system and to explore how to electrically troubleshoot these devices.

Rating: Not yet rated | Contains 23 Documents | More information »

Course 302: Advanced Electrical Printreading

Tags: troubleshootingprintreadingplc printsinternational drawingsescalatorelevatorselevator

302, Advanced Electrical Printreading, assists the participant in building on previous knowledge of reading prints, particularly ladder diagrams, towards understanding how electrical devices are represented on prints and how advanced printreading skills are essential for troubleshooting common electrical circuits found on escalators and elevators in a transit environment.

Rating: Not yet rated | Contains 28 Documents | More information »

Course 303: OEM Specific Escalator Inspection, Maintenance, and Repair, with OEM References

Tags: schindler 9700schindleroem specificoemkone economod 3000konefujitec 1200fujitec

​Course 303 is a series of OEM-specific materials meant to supplement Course 212: Inspection and Basic Maintenance of Transit Elevators. The Transit Elevator-Escalator Training Consortium has prioritized the three escalator models for course references: Kone EcoMod 3000, Fujitec 1200, Schindler 9700.

Rating: Not yet rated | Contains 1 Document | More information »

Course 304: Elevator Specific Inspection, Maintenance, and Repair with OEM References

Tags: traction elevatorpumping unitmotion control engineeringmcekone sparesjanusjack maintenancehydraulic elevatorhollister-whitneygalbrake maintenanceallen-bradley

​Course 304 is a series of OEM-specific materials that supplements Course 219: Elevator Inspection and Maintenance.

Rating: Not yet rated | Contains 1 Document | More information »

Course 401: Programmable Logic Controllers

Tags: programmable logic controllerplc simulationplc

​​Course 401 demonstrates a working knowledge and conceptual understanding of the essential operating functions and maintenance of programmable logic controllers (PLCs). In addition this course outlines the proper steps to diagnose problems related to PLCs.

Rating: Not yet rated | Contains 15 Documents | More information »

402: Advanced System Analysis

Tags: root cause failureanalysis

​The purpose of the Advanced System Analysis course is to assist the master technician participant in building on previous knowledge of inspection, preventive maintenance and troubleshooting to explore principles and modes of root cause failure analysis and predictive maintenance, particularly their uses with escalators and elevators in a transit environment.

Rating: Not yet rated | Contains 37 Documents | More information »
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