Maintenance Tips - vibration analysis


Use of a Stroboscope for Coupling Inspection

An excellent way to inspect a coupling without stopping the machine is to use a stroboscope (hereinafter referred to as a strobe). First you must be able to visibly see the coupling; then, using a strobe, adjust the flash rate to match the RPM of the rotating shaft. (This will cause the shaft to appear to be stopped. Remember that it only appears to be stopped!) Thereafter, by increasing or decreasing the flash rate very slightly the shaft will appear to rotate slowly and allow the user to visibly inspect for abnormal conditions such as insert wear, broken or bent disks, or even axial flexing.

Using Cross Channel Phase for Soft foot Determination

The use of phase, either Absolute (tach w/fixed reference point) or Relative (cross channel measurement using two waveforms) is a very effective way to check for a Soft or Loose foot condition by comparing the phase readings between the machine foot, base, soleplate, foundation, and even the slab. If the phase shows a significant shift (greater than 20 degrees) you probably have a soft foot or looseness between the two surfaces.
 

VIBRATION TRENDS

Always set up trend parameters in your vibration database. Most vibration analysis software will allow the overall equipment vibration and specific frequency ranges to be trended over time. Trending this information will help identify problems as they occur in your equipment. Also, this will help determine the severity and repair urgency of the problems identified. For example, if the vibration trend is increasing slowly, then the failure may not be progressing rapidly. However, if the vibration trend increases sharply between readings, then the problem may be progressing more rapidly than previously thought, and failure may be more imminent.


WATERFALL PLOTS

Vibration waterfall plots are a very good analysis tool to identify changes in equipment condition. Waterfall plots can reveal the development and progression of specific equipment failures. Also, waterfall plots can be used to show management the progression and severity of identified faults.


Multi-Mode vs. Balancing Readings

Have you ever wondered why your vibration readings may be significantly different when taking the readings in Multi-mode (off-route) as compared to the same readings taken in Balancing mode?

Commonly it is thought that taking the same type of reading (displacement or velocity) throughout the same frequency range should give exactly the same result. So, why doesn’t this happen?

When taking the reading in Multi-mode, the reading incorporates the total energy throughout the frequency range. When taking the reading in the balancing program, the reading eliminates all non-synchronous energy. Therefore, it is common for the balancing mode reading to be smaller than your multi-mode (off route) reading.


KEEP THINGS SIMPLE

Many vibration programs fail because they become too complicated. Too much data can sometimes become more confusing than too little data. Many potential machinery problems can be eliminated with the analysis if one keeps in mind several simple concepts

1. Vibration units such as acceleration are more sensitive to high frequencies than low frequencies.

2. Vibration units such as displacement are more sensitive to low frequencies that high.

3. Velocity units are evenly sensitive between about 60 CPM to 60,000 CPM.

4. High frequency vibration does not travel far and degrades rapidly through metal seams.

5. In general the closer your measurement is to the source of the vibration the higher the amplitude will be.

These differences can be used to zero in on machine faults.

Example Take a generic 100 HP motor. If an outboard rolling element bearing begins to fail because of a lack of lubrication the first indicator is high frequency ringing from the bearing. This is characterized by a large increase in acceleration amplitude and small to no increase in velocity or displacement. Now you have identified that there is a high frequency problem and not a low frequency mechanical problem. You can eliminate low frequency sources such as looseness, balance, or misalignment. What is the most likely source of high frequency vibration on the back end of a motor? Probably a bearing or shaft or rotor rub.

Now you can apply a simple test. Grease the bearing and see if the acceleration returns to normal. If it does, you have nailed the problem without knowing the bearing frequencies or even taking a spectrum. Come back the next day and see if the acceleration is back up. If it is, you either have a lubrication problem with contamination or a loss of grease, a damaged bearing or both.

While not perfect, understanding the behavior of vibration units combined with a mechanical understanding of machinery can help you quickly identify machinery problems.


VISUAL INSPECTION

Always conduct a visual inspection of equipment when acquiring vibration data or any technology data in the field. Some vibration software will allow the technician to document visual observations in the field. This data can be used to report extraneous equipment and safety problems for repair. In addition, this information can be used by the analyst to verify specific equipment defects that have been identified in the vibration data collected.


AMPLITUDE

Why aren’t my amplitudes the same on my data collector as on the contractor’s data collector?

When an overall vibration reading is taken on two different manufacturer’s data collectors, the readings may be different. This often prompts the user to question the accuracy of their data collector.

The explanation for this is most often quite simple Some data collectors, like the VibXpert, measure the true peak value whereas other data collectors display a calculated peak.


Predictive Maintenance

Always document "Lost Opportunities" in your predictive maintenance program. "Lost Opportunities" occur when equipment goes down due to an unpredicted failure. This documentation allows the predictive maintenance program to evaluate that the correct technologies and setup are being applied to correctly determine the failure modes on equipment. Also, this documentation can be used as an example to management for identification of additional technologies or additional resources that may be required to identify the equipment failures in the future.


Predictive Maintenance

Always make a routine backup of your vibration database and any other technology database files used in your predictive maintenance program. It is a good idea to store your database files on a network drive when possible. This will allow your site IT group to create a routine backup of your data. Otherwise, periodically copy your technology database files to a network drive or a back-up device.


Peel-Offs for Your Data Collector

Your data collector is a high-tech piece of equipment with a viewing screen that is critical to its ability to be used in the field. Some working environments pose a hazard to your equipment that may render it unusable due to the scratches on the screen. This is especially the case in cement plants, for instance. To clear the cement dust which collects on the plastic LCD lens, users simply rub the screen off with their hand. This scratches the screen and eventually requires a complete LCD replacement, which is generally expensive.

At any of the office supply chains like Staples or Office Depot, Mylar PDA screen covers are available. It is a simple process to cut these to size and apply them to your data collector screen. Some of the newer multi-channel analyzers have a large screen. If your data collector screen is too large for a standard PDA cover, then look to the analyzer’s manufacturer for a Mylar cover kit. Many of these have adhesive backing.

To apply adhesive coated covers, do this

1) Make sure your data collector is waterproof-approved for a wash down.

2) First clean the screen surface with a mild dish soap / water solution. You want the solution to be only slightly soapy.

3) Once clean, wet the screen with the dish soap / water solution.

4) Rinse the screen until all bubbles are gone but the surface is still soapy.

5) Bend or arch the plastic so that the adhesive is bowed toward the screen and centered directly over it.

6) Gently place the cover on the screen. The soap will allow some movement to center the screen but if things get out of hand remove the Mylar and return to step 2.

7) Use an old credit card or similar piece of plastic as a squeegee to push the soap / water solution out from under the cover. Work from the center of the cover to the edges and use a paper towel to absorb the solution from the edges of the Mylar. No credit cards? You can use your thumb starting with small circles in the center and work your way to the edges.

This should allow you to use your data collector in adverse dust and dirt conditions while protecting the screen. When the cover gets scratched simply peel it off and replace with a fresh cover.


Considerations when setting up measurements

When setting up measurement in a vibration program the analyst needs to consider several factors:

1. What type of equipment is going to be monitored?

2. Is the machine constant speed or variable speed?

3. What are the primary frequencies of interest?

4. What kind of resolution will be required to distinguish these frequencies?

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AMPLITUDE

When checking the vibration levels on a fan, look at the amplitude corresponding to the blade pass frequency. Does the damper setting change these amplitudes? By simply changing the damper setting, the vibration might be dramatically reduced or increased.


LOADED VS UNLOADED

It is considered better practice to evaluate the vibration of a motor while it is coupled to the driven machinery. Sometimes the characteristics of an electrical problem don’t show when the equipment is unloaded.


AMPLITUDE

If there is a dramatic change in the amplitude of your vibration readings, a rotor rub could be the suspect. A rubbing rotor may change the stiffness of the rotor, thereby changing the natural frequency. The equipment may now be running in a resonant condition due to this change in natural frequency.


DATA COLLECTION

Sometimes the simplest things are overlooked. When taking vibration data, remember to always prepare the surface of your machinery before mounting the accelerometer. It is best to clean the surface; this may include sanding or wire brushing the surface to remove any paint that may interrupt the transmission of the vibration data. If the surface is curved, it is not recommended to attach an accelerometer with a flat magnet, try a curve surface magnet that has two legs (poles) that contact the surface.


PHASE DATA

When analyzing phase data to check for force unbalance, the horizontal inboard and outboard readings will most likely be very similar to the vertical inboard and outboard readings. But if couple unbalance is the culprit, the horizontal readings on the inboard and outboard readings will be approximately 180 degrees out of phase.


DATA COLLECTION

When using a portable vibration data collector in hard to reach areas it is highly recommended to install permanently mounted accelerometers on those points and run cable to a switch box. It will make data collection easier and safer.


REPORTING

To help justify your vibration analysis program, try providing your machinery’s health in a report. Print out a statistical report showing how many pieces of equipment are within acceptable limits versus how many are outside acceptable limits. Often, you think management only wants to see the bad equipment, but one of the major benefits is showing a problem in its infancy, before the failure.


ONLINE DATA COLLECTION

When selecting an online vibration analysis system, be sure to purchase a system which will allow the user to select a variety of sensors such as current line drive (CLD), ICP, 4..20 mA, proximity probes, thermocouples,etc. When you choose a system that has this much flexibility, you're maximizing the capabilities of acquiring data on most machinery.


ONLINE DATA COLLECTION

Vibration data collection on critical equipment, which is located at remote sites such as wind turbines, pipelines, & draglines, are very difficult to monitor. Install a continuously online system that provides trending, analysis, alarm, and notification capabilities.


WINDOW FACTOR

Remember to adjust the window factor on your analyzer. Different window factors work better for different tests. For instance, if you're going to conduct an impact test, switch to a uniform window. This offers good frequency certainty and is ideal for transient equipment.


productivity

Remember that some of the data collectors on the market allow users to document and log other parameters, not just vibration readings. Some products offer collection of visual data, such as oil levels or foundation condition. When collecting data the user can pick from a list selection showing the gauge is empty, half-full or full. Users can keep track of all the oil levels with their data collector without the need for running a separate route. Other readings, like manual entry allow the user to add numerical entries corresponding to a condition, like pressure. Maximize the productivity of your systems and personnel.


adaptive trigger

To save time while collecting routine vibration data, try using a feature called adaptive trigger. This is a feature offered on some data collectors that only collects spectral data if another criteria is met. For instance, if an overall vibration reading is above a certain level, say above the ISO alarm level, then and only then is a spectrum taken. For closely monitored equipment this is a great time saver.


sensors

Have your portable sensors calibrated every two years to ensure their performance. Heavy impacts (as in magnetic mounting applications), exposure to high temperatures above their specifications and exposure within a high DC field can cause degradation in their performance. It is a good idea to have your data collector checked and re-linearized at the same time.


CROSS CHANNEL PHASE

Always pick two vibration sensors of the same model when measuring Cross Channel Phase. Otherwise, differences in the sensors’ high pass & low pass can influence the phase readings.


Clean that Magnet

Taking accurate vibration measurements is critical to the success of any vibration program. The weak link in this process is often the connection between the accelerometer and the machine being measured. Following several simple procedures will enhance the accuracy and repeatability of your measurements.

1. Avoid taking vibration measurements through paint. Direct metal-to-metal contact on a flat spot is vastly superior for transmitting vibration to your accelerometer. This may require spot facing and possibly gluing on a metal slug using a high metal-content epoxy potting compound similar to Belzona Super Metal.

2. Do not slap a magnet-mounted accelerometer onto the measurement surface. This can cause the magnet to ring for several seconds, which can adversely affect your measurements. Set the magnet down softly on a corner or edge of the magnet then rock it flat making sure it is seated solidly.

3. And finally, clean that magnet, and clean the surface onto which you will place it. Small metal shavings, metal dust and greasy dirt tend to stick to the magnet. Wipe off the magnet with a rag before placing it on a measurement location. This will help ensure a solid interface with the machine and further enhance the consistency of your measurements.


PHASE DATA

Do you need phase data to better analyze your equipment but don’t have the time to set up a tachometer at each measurement location? Try using cross-channel phase readings. This is a feature offered by some vibration analyzers. This reading uses two accelerometers to take vibration data and the difference is phase is calculated between both of them. Often times a coherence value will also be displayed, which verifies the validity of the readings.


Spectrum vs. Cepstrum

When a spectrum contains several sets of sidebands or harmonic series, it can be confusing due to the overlap. Try using a Cepstrum. A cepstrum is a spectrum of a spectrum. In the cepstrum, they will be separated in a way similar to the way in which the spectrum separates repetitive time patterns in the waveform. Try using a cepstrum on your Gearboxes and rolling element bearings.


Looseness & Vibration

If you are having trouble determining if looseness is truly causing the vibration in your machinery, take a look at each component individually. For example, take vibration readings on the machine foot, baseplate and the base, then compare the amplitude and phase readings. If the equipment is not experiencing any looseness, the phase readings should be relatively close. If looseness is actually the issue, the phase and amplitudes of each component will be considerably different.


Improving vibration sensor performance

For magnetically mounted accelerometers, keep your magnets clean and free from metallic chips with the use of the sticky side of Duct Tape or packaging tape. Removal of this debris will improve sensor performance. Occasionally, rub your sensor magnet on 400 to 600 grit sandpaper to remove any high spots, this will maximize the contact area, thus improving the sensor performance.


Spectrum Analysis

Sometimes when analyzing a spectrum, it is difficult to differentiate between unbalance, looseness and misalignment. Their signatures all have a 1 times RPM peak and multiples of running speed peaks, excluding pure unbalance. One way to quickly decipher what is causing excessive vibration is to look at the time waveform. For instance, unbalance will display a sinusoidal pattern, whereas looseness will show random impacting.


Selecting a vibration sensor

When purchasing a new vibration sensor there are many factors to take into consideration. Make sure the desired machinery measurement parameters fit within the sensor Fmin & Fmax capabilities. If you’re trying to capture 3x gear mesh frequency information, you will need a sensor with a frequency response that is greater than this value. Ensure the sensor is suitable for the environmental conditions. If it will be used in an electrically noisy area, an electrically isolated sensor may be necessary. Does the sensor meet the temperature requirements? One aspect that is often overlooked is the physical size of the sensor. If there are limited clearances due to piping or protective covers, will the sensor fit? Remember, cost isn’t the only consideration when choosing a sensor.


Magnetic Center

When performing an alignment on a machine train with a motor fitted with a sleeve bearing, it is important to account for the magnetic center of the motor. Failure to do so can cause excessive vibration and premature failure of motor components and the shaft coupling.

If the motor has recently been rebuilt is should come from the motor shop with a magnetic centerline scribed on the shaft. To properly set the shaft coupling gap do the following:

  • Determine the correct coupling gap based on the manufacturer’s recommendation. (Note, we refer here to the proper installation gap size and its tolerance, not the alignment gap tolerances for angularity.)
  • Identify the correct scribe mark on the shaft that represents magnetic center.
  • Measure the distance between the scribed mark and the outside bearing housing lip. In the case that the magnetic center scribe mark falls inside the motor housing while at rest, scribe a mark in the rest position. While the machine is un-coupled run the motor and estimate the difference between the newly scribed mark and the magnetic center mark.
  • This is the distance that will need to be compensated for when setting the coupling gap.
  • Set the coupling gap according to the manufacturer’s recommendation minus the distance measured for the magnet center correction if the mark is outside the bearing housing. Add the difference if the mark is inside the bearing housing.
  • This will provide the proper coupling gap under the normal running condition.

Avoid excessive vibration problems with your sleeve bearing motors by following these simple steps.


Measurement Etiquette

The proper usage of the accelerometer is similar to the way Doctors use their stethoscope.

1. Positioning for bearing fault frequencies - the vibration pick-up (sensor) should be placed close to the load zone of the bearing. For horizontal shaft positions rotating clockwise (CW) place the sensor at the 730 o'clock position. Shafts rotating counterclockwise (CCW) place the sensor at the 430 o'clock position.

2. To monitor internal bearings in a gearbox the sensor should be mounted in-line with the webbing that comes in contact with the bearing of interest. Assembly drawings of the gearbox help in positioning.


Sensors

When mounting a sensor, for non-permanent applications use silicon grease or petroleum jelly between contact surfaces and for permanent applications use an approved adhesive. This will fill any voids in the contact area and improve the sensors performance.


SOFT FOOT

Vibration analysis can be used to determine if a soft foot condition exists on a machine that is running. If you cannot shut the machine down to check for soft foot, using this simple procedure will help determine if soft foot is your problem:

1. Mount your Accelerometer on the suspected soft foot.

2. Use the live monitoring mode of your vibration analyzer to monitor the 1x rotation speed vibration.

a) Use enough resolution to distinguish the desired peak, but not so much that it requires long collection time between averages.

3. While monitoring the 1x vibration, loosen the mounting bolt to about hand-tight.

4. If the vibration at 1x rotational speed reduces significantly in amplitude it is very likely that you have a soft foot condition.

5. Re-tighten the mounting bolt and schedule the appropriate corrections.

When corrections are not made to eliminate a soft foot condition, the foot will deflect when tightened. This will affect the alignment and the motor air gap, and can cause significant vibration at rotational speed. By loosening the foot while running, the force deflecting the foot is removed.


BEARING DEFECT FREQUENCIES

When learning vibration analysis we are taught that determining bearing defect frequencies is as simple as a mathematical formula. Simply input some numbers and presto! While this is the fundamental technique needed to determine these frequencies, there are some other important considerations that need to be made. If you find that you have a frequency that you believe is a defective bearing but you just cannot get the frequencies to line up with your fault frequency overlays here are some things you need to consider

1. Check the true running speed of the machine. You may have the machine identified as an 1800 rpm machine that is actually running 1780 rpm.

2. Ensure the bearing characteristics match those in your vibration database. Most vibration software comes with a database of bearings. You may find your bearing number in that database, however the actual bearing may be slightly different. The bearing may have one more or one less ball than the selected bearing.

3. Determine if axial loading is occurring. High axial loading will change the roller path and thus effect the frequency calculations. As the axial load increases the rollers have less distance to travel because they are being forced on the raceway shoulder.

4. Determine if wear is an issue. As a bearing wears over time, the distance the rollers have to travel will increase as a result. The rollers will actually decrease in diameter as wear occurs.

5. Determine if you have identified the right bearing. Occasionally when equipment is rebuilt, the original bearings are replaced with a similar bearing of a different brand. This can lead to differences in bearing defect frequencies.

6. Ensure you have enough resolution to separate defect frequencies from running speed harmonics.

If you follow these simple guidelines for determining the proper bearing defect frequencies, you will find that your fault overlay will match your suspected bearing defect frequencies a much higher percentage of the time.


Proper Shaft Key Length

Proper shaft key length is often overlooked when performing repairs or troubleshooting higher than normal vibration. An improperly sized key will cause an unbalance condition and increase the vibration levels at 1x rotational speed. To ensure you have the proper key length use the following formula.

Proper key length = Total shaft key slot length + coupling key slot length DIVIDED BY 2

This will produce a key that will fill the entire coupling slot, to provide proper power transmission, and provide enough exposed key to compensate for the removed shaft material of the unused slot length.

A properly sized key should fill approximately half of the exposed shaft key slot.


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