SKF Introduction Guide To Vibration Monitoring
SKF Introduction Guide To Vibration Monitoring
monitoring
Summary
This guide introduces machinery maintenance workers to condition monitoring analysis
methods used to detect and analyze machine component failures. This guide does not
intend to make the reader an analysis expert. It merely informs the reader about
common analysis methods and lays the foundation for understanding machinery
analysis concepts. Moreover, it tells the reader what is needed to perform an actual
analysis on specific machinery.
JM02001
Jason Mais & Scott Brady
33 Pages
Published May, 2002
Revised
email info@aptitudexchange.com
Internet http://www.aptitudexchange.com
1. Introduction ........................................................................... 3
1.1. Detection vs. Analysis .......................................................................... 3
1.2. Vibration (Amplitude vs. Frequency) ...................................................... 3
2. Overall Vibration or Trending ................................................. 4
2.1. Frequency Range................................................................................. 4
2.2. Scale Factors ...................................................................................... 4
2.3. Measurement Sensor Position ............................................................... 5
2.4. Optimum Measurement Conditions ........................................................ 7
2.5. Trending Overall Readings .................................................................... 7
3. Vibration Measurements Methods .......................................... 8
3.1. Displacement ...................................................................................... 9
3.2. Velocity .............................................................................................10
3.3. Acceleration .......................................................................................10
3.4. Time Waveform Analysis .....................................................................11
3.5. FFT Spectrum Analysis ........................................................................12
3.6. Envelope or Demodulated Process Detection ..........................................13
3.7. Phase Measurements ..........................................................................15
3.8. High Frequency Detection (HFD)...........................................................15
3.9. Other Sensor Resonant Technologies ....................................................15
4. On-line Measurements vs. Off-line Measurements................ 15
5. International Standards Vibration Diagnostic Tables ........... 16
6. Spectrum Analysis Table ...................................................... 18
7. Conclusion............................................................................ 21
8. Further Reading ................................................................... 21
9. Appendix A: Website links ................................................... 22
9.1. Instruments .......................................................................................22
9.2. Sensors .............................................................................................23
10. Appendix B: Some Vibration Terminology............................. 25
The Peak value represents the distance to Do not concern yourself with supporting
the top of the waveform measured from a mathematical calculations, as condition
zero reference. For discussion purposes, we monitoring instrument calculate the values
will assign a Peak value of 1.0. and display the results. However, it is
important to remember to measure both
The Peak-to-Peak value is the amplitude signals on the same frequency range and
scale factors.
measured from the top of the waveform to
the bottom of the waveform.
NOTE: For comparison purposes,
measurement types and locations must also
The Average value is the average amplitude
be identical.
of the waveform. The average of a pure sine
waveform is zero (it is as much positive as it
It is important to collect accurate,
is negative). However, most waveforms are
repeatable, and viable data. You can achieve
not pure sinusoidal waveforms. Also,
this by following several key techniques for
waveforms that are not centered at
sensor position.
approximately zero volts produce nonzero
average values.
2.3. Measurement Sensor Position
Visualizing how the RMS value is derived is a
Selecting the machine measurement point is
bit more difficult. Generally speaking, the very important when collecting machinery
RMS value is derived from a mathematical vibration data. Avoid painted surfaces,
conversion that relates DC energy to AC unloaded bearing zones, housing splits, and
energy. Technically, on a time waveform, it structural gaps. These areas give poor
is the root mean squared (RMS). On an FFT response and compromise data integrity.
spectrum, it is the square root of the sum of When measuring vibration with a hand-held
a set of squared instantaneous values. If you sensor, it is imperative to perform consistent
measured a pure sine wave, the RMS value readings and pay close attention to sensor
is 0.707 times the peak value. position, angle, and contact pressure.
When possible, vibration should be
NOTE: Peak and Peak-to-Peak values can be measured as an orthogonal matrix (three-
either true or scaled. Scaled values are positions of direction):
calculated from the RMS value.
Angle:
A trend plot is a line graph that displays “not good” conditions for various wide-
current and past overall values plotted over ranged machinery classifications. Remember
time. Past values should include a base-line that every machine is:
reading. The base-line value may be
acquired after an overhaul or when other Manufactured differently
indicators show the machine running well. Installed differently (foundation)
Subsequent measurements are compared to Operated under different conditions (load,
the base-line to determine machinery speed, materials, environment)
changes. Maintained differently
It is unrealistic to judge a machine’s
Comparing a machine to itself over time is condition by comparing the current
the preferred method of machinery problem measurement value against an ISO standard
detection, as each machine is unique in its or other general rule or level. By comparing
operation. For example, some components current values to historical values, you are
have a normal amount of vibration that able to easily see a machine’s condition
would be considered problematic for most change over time.
machines. Alone, the current reading might
lead an analyst to believe a problem exists, 3. Vibration Measurements
whereas a trend plot and base-line reading Methods
would clearly show a certain amount of
Measuring vibration is the measurement of
vibration is normal for that machine.
periodic motion. Vibration is illustrated with
a spring-mass setup in Figure 5.
ISO Standards are a good place to start
(until machine history is developed).
However, ISO charts also define “good” or
When in motion, mass oscillates on the measures the vibration likely to reveal
spring. Viewing the oscillation as position expected failure characteristics.
over time produces a sine wave. The starting
point (when mass is at rest) is the zero
3.1. Displacement
point. One complete cycle displays a positive
and a negative displacement of the mass in Measured in mils or micrometers,
relation to its reference (zero). Displacement displacement is the change in distance or
is the change in distance or position of an position of an object relative to a reference.
object relative to a reference. The Displacement is typically measured with a
magnitude of the displacement is measured sensor commonly known as a displacement
as amplitude. probe or eddy probe. A displacement probe
is a non-contact device that measures the
There are two measurable derivatives of relative distance between two surfaces.
displacement: velocity and acceleration. Displacement probes most often monitor
shaft vibration and are commonly used on
Velocity is the change in displacement as a machines with fluid film bearings.
function of time. It is the speed at which the
distance is traveled (i.e.0.2 in/sec). Displacement probes only measure the
motion of the shaft or rotor relative to the
Acceleration is the rate of change of velocity. machine casing. If the machine and rotor are
For example, if it takes 1 second for the moving together, displacement is measured
velocity to increase from 0 to 1 in/sec, then as zero even though the machine can be
acceleration is 1 in/sec2. heavily vibrating.
Thus, vibration has three measurable
characteristics: displacement, velocity, and Displacement probes are also used to
acceleration. Although these three measure a shaft’s phase. The shaft phase is
characteristics are related mathematically, the angular distance between a known mark
they are three different characteristics, not on the shaft and the vibration signal. This
three names for the same quantity. relationship is used for balancing and shaft
orbital analysis.
It is necessary to select a vibration
measurement and sensor type that
Figure 11. Enveloped and Time Waveform Spectrum With Outer Race Defect. Envelope Detection Filters Out Low
Frequency Rotational Signals and Enhances the Bearing’s Repetitive Impact Type Signals to Focus on Repetitive
Events in the Bearing Defect Frequency Range. (For Example, Repetitive Bearing and Gear-Tooth Vibration
Signals.)
Note: Radial 1 and Radial 2 positions differ by 90 Note: YES = ISO 2372
degrees. Unsatisfactory – Unacceptable Levels.
NO = ISO 2372
Good – Satisfactory Levels.
IMBALANCE
Acceleration /
Overhung Axial and
Velocity / 1x Axial reading will be in phase
Mass Radial Account for change
Displacement
in sensor orientation
180-degree phase shift in the when making axial
Acceleration /
Bent Axial and axial direction across the measurements.
Velocity / 1x
Shaft Radial machine with no phase shift in
Displacement
the radial direction.
MISALIGNMENT
Acceleration / 180-degree phase shift in
With severe
Angular Axial Velocity / 1x and 2x the axial direction will exist
misalignment, the
Displacement across the coupling.
spectrum may contain
180-degree phase shift in multiple harmonics
the radial direction will exist from 3x to 10x
across the coupling. Sensor running speed. If
Acceleration / vibration amplitude in
will show 0-degrees or 180-
Parallel Radial Velocity / 1x and 2x the horizontal plane is
degrees phase shift as it is
Displacement increased 2 or 3
moved from horizontal to
vertical position on the same times, then
bearing. misalignment is again
indicated. (Account
Combinati for change in sensor
180-degree phase shift in
on of Acceleration / orientation when
Axial and the radial and axial direction
Angular Velocity / 1x and 2x making axial
Radial will exist across the
and Displacement measurements)
coupling.
Parallel
MECHANICAL LOOSENESS
Vibration amplitudes
may vary significantly
as the sensor is
placed in differing
Acceleration / Phase reading will be
Wear / Axial and 1x, 2x, locations around the
Velocity / unstable from one reading
Fitting Radial 3x…10x bearing. (Account for
Displacement to the next.
change in sensor
orientation when
making axial
measurements)
GEAR DEFECTS
The exact frequency
relates to the number
of teeth each gear
Gear Acceleration / contains times the
Radial 20x…200x No correlation.
Mesh Enveloping rotational speed
(running speed) to
which the gear is
attached.
DC Motor problems
due to broken fields
Acceleration / windings, bad SCR’s
SCR
DC Motors Radial Velocity / No correlation. or loose connections
Frequency
Displacement are reflected as higher
amplitudes at the SCR
frequencies
8. Further Reading
Barkov A., Barkova, N. "Condition
Assessment and Life Prediction of Rolling
Element Bearings - Parts I and II". Sound &
Vibration, June pp. 10-17 and September
pp. 27-31, 1995.
Entran Accelerometers - Complete on-line catalog. Manufacturing quality accelerometers for 30 years.
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Omega Engineering, Inc. Flow & Level - Omega Engineering, Inc. - world leader in process
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Signal Conditioning - Strain gage, bridge completion, accelerometer, anti alias filter, excitation,
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http://www.summitinstruments.com
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http://library.advanced.org/2745/data/meter.htm
HCI Accelerometer - Want to brush up on your aerobatics but think you can't afford the expense or panel
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http://www.halcyon.com/wpowers/gmeter.html
Patriot Sensor and Controls Corporation - Patriot Sensors and Controls Corporation (PSCC) is a
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A triaxial rate gyroscope and accelerometer - A triaxial rate gyroscope and accelerometer. The
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http://www.stw.nl/projecten/T/tel4167.html
2X, 3X, etc … – The frequency at 2, 3, etc … times the running speed of the machine.
Acceleration – The time rate of change of velocity. Acceleration measurements are usually made
with accelerometers.
Acoustic Emissions – Sound emissions that are emitted when an object or material vibrates.
These emissions may or may not be heard but can be detected with proper equipment.
Aerodynamic and Flow induced Vibration – Air flow from fans and fluid flow pumps induced
vibration each time the fan or pump impeller discharges air of fluid. These pulsing discharges
can be detected at a frequency equal to the shaft speed times the number of fan blades or pump
impellers.
Alarm Setpoint – Any value beyond which is considered unacceptable or dangerous to machinery
operation.
Alignment – A condition whereby the axes of machine components are either coincident, parallel,
or perpendicular, according to design requirements.
Analog-To-Digital Converter – A device, or subsystem, that changes real-world analog data (as
from sensors, for example) to a form compatible with digital (binary) processing.
Anti-aliasing Filter – A low pass filter designed to filter out frequencies higher than ½ the sample
rate in order to prevent aliasing.
Attenuation – The reduction in signal strength over the distance traveled. The amount of
attenuation will vary with the type of material.
Asynchronous – Vibration components that are not related to rotating speed (non-synchronous).
Balancing – A procedure for adjusting the radial mass distribution of a rotor so that the
centerline of the mass approaches the geometric centerline of the rotor.
Ball Pass Frequency – The frequency generated when a rolling element passes over a flaw in the
inner race, BPFI, or over the outer race, BPFO.
Band-Pass Filter – A filter with a single transmission band extending from lower to upper cutoff
frequencies. The width of the band is determined by the separation of frequencies at which
amplitude is attenuated by 3 dB (0.707).
Bandwidth – The spacing between frequencies at which a bandpass filter attenuates the signal by
3 dB.
Base-line Spectrum – A vibration spectrum taken when a machine is in good operating condition;
used as a reference for monitoring and analysis.
Blade or Vane pass frequency – The number of fan blades or pump vanes times the rotational
speed equals the specific frequency.
Center Frequency – For a bandpass filter, the center of the transmission band.
Centerline Position – The average location, relative to the radial bearing centerline, of the shaft
dynamic motion.
Clipping – A condition reached when the signal amplitude exceeds the limits of the amplifier or
supply voltage. Signal peaks will be rounded or flattened resulting in inaccurate data.
Critical Speeds – In general, any rotating speed that is associated with high vibration amplitude.
Often the rotor speeds, which correspond to natural frequencies of the system.
Damping – The absorption of energy that will bring a system to rest when the driving force is
removed.
Decibel (dB) – A logarithmic representation of amplitude ratio, defined as 20 times the base ten
logarithm of the ratio of the measured amplitude to a reference.
Download – Transferring information to the measurement device from the host computer.
Dynamic Range – The difference between the highest voltage level that will overload the
instrument and the lowest level that is detectable. Dynamic range is usually expressed in
decibels.
Enveloping Process – The signal processing technique where the higher frequency harmonic
signals are electronically processed to provide a mathematical sum of these harmonics over a
selected range.
Field – One data item. Examples of fields are POINT Type, Description, etc.
Frequency – The repetition rate of a periodic event, usually expressed in cycles per second (Hz),
cycles per minute (CPM), revolutions per minute (RPM), or multiples of running speed (orders).
Orders are commonly referred to as 1X for running speed, 2X for twice running speed, and so
on.
Free Running – A term used to describe the operation of an analyzer or processor, which
operates continuously at a fixed rate, not in synchronism with some external reference event.
Frequency Range – The frequency range (bandwidth) over which a measurement is considered
valid. Usually refers to upper frequency limit of analysis, considering zero as the lower analysis
limit.
Gear Mesh Frequency – The frequency generated by two or more gears meshing teeth together.
Hanning Window – DSA window function that provides better frequency resolution than the flat
top window, but with reduced amplitude accuracy.
Hertzian Contact Zone – In a bearing, the area at which the ball transfers the load on the
raceway.
High Pass Filter – A filter with a transmission band starting at a lower cutoff frequency and
extending to (theoretically) infinite frequency.
Imbalance – A condition such that the mass of a shaft and its geometric centerlines do not
coincide.
Lines – Common term used to describe the filters of a Digital Spectrum Analyzer (e.g. 400 line
analyzer).
Linear, non-linear – When the vibration levels are trended over time and the trend is a straight
line, either rising or falling, the trend is referred to as linear because the amount of increase is
the same for each equal increase in time. A non-linear increase would be the case where, as
time progresses, the amplitude increases or decreases, at a larger and larger amount, each time
frame. Projections can be made from linear trends, they cannot be made from none-linear
trends.
Measurement units – Mils. Displacement is measured in mils, a mil is one thousandths of an inch.
Displacement is stated in Peak to Peak. See sine Wave.
G’s. Acceleration . The rate of change of the velocity. A measure of the force being applied to
the item being measured. Acceleration is stated in Peak.
These measurement units are mathematically related. IPS can be derived from the integration
of Gs and displacement derived by integration of velocity.
GE. Enveloped acceleration. A special signal processing method that uses selectable filters and
mathematical processing to enhance very low level signals. Used primarily for bearing and gear
analysis.
Misalignment – A physical condition where the shafts of two coupled units are not parallel
(angular misalignment) or are not in the same vertical and horizontal planes, (offset)
Misalignment will generate a spike on the frequency spectrum at twice the operating speed of
the units.
Low Pass Filter – A filter whose transmission band extends from an upper cutoff frequency down
to DC.
Measurement units – Mils. Displacement is measured in mils, a mil is one thousandths of an inch.
Displacement is stated in Peak to Peak. See sine Wave.
IPS. Inches per second. A measurement of velocity, the speed the item being measured is
moving. Velocity is stated in Peak.
G’s. Acceleration . The rate of change of the velocity. A measure of the force being applied to
the item being measured. Acceleration is stated in Peak.
These measurement units are mathematically related. IPS can be derived from the integration
of Gs and displacement derived by integration of velocity.
GE. Enveloped acceleration. A special signal processing method that uses selectable filters and
mathematical processing to enhance very low level signals. Used primarily for bearing and gear
analysis.
Misalignment – A physical condition where the shafts of two coupled units are not parallel
(angular misalignment) or are not in the same vertical and horizontal planes, (offset)
Misalignment will generate a spike on the frequency spectrum at twice the operating speed of
the units.
Modulating – When the vibration signal amplitude rises and falls over time. For example, a flaw
on the inner race of a bearing will rotate in and out of the load zone. When in the zone, the
amplitude will be high and when it rotates out of the zone the amplitude will fall. In the
Natural Frequency – The frequency of free vibration of a system. The frequency at which an non-
damped system with a single degree of freedom will oscillate upon momentary displacement
from its rest position.
Non-synchronous – The amplitude sum of all frequencies that are not below 1X or multiples of
1X. See synchronous and sub-synchronous.
Oil analysis – A laboratory technique to analyze the composition of lubricating oil to determine if
any foreign materials are present. Presence of bearing material would indicate wearing of the
bearing and the quantity would indicate the amount of wear. Used primarily on plain bearings.
Outage – There are two types of outages, planned or forced. A planned outage is when the unit
is shutdown and work is performed as planned. A forced outage is when the unit fails and work
is performed usually on an emergency basis.
Overall – A number representing the amount of energy found between two frequencies. The
frequency range that the overall is derived from and the type (Average, RMS, Peak, Peak-to-
Peak) are usually user selectable.
Overall Amplitude – Total amount of vibration occurring in the frequency range selected.
Overlap Processing – The concept of performing a new analysis on a segment of data in which
only a portion of the signal has been updated (some old data, some new data).
Peak – The maximum positive amplitude shown on a sine curve. See sine wave.
Peak Hold – A menu choice on data collectors. The data collector will continuously collect data
and as the amplitude varies, will capture and hold the latest peak amplitude. This will continue
until the data collection is halted.
Peak to Peak – The sum of the maximum and minimum amplitudes shown on a sine curve. See
sine wave.
Period – The time required for a complete oscillation or for a single cycle of events. The
reciprocal of frequency, F=1/T
Phase – A measurement of the timing relationship between two signals, or between a specific
vibration event and a Keyphasor pulse.
Phase Response – The phase difference (in degrees) between the filter input and output signals
as frequency varies; usually expressed as lead and lag referenced to the input.
Phase Spectrum – Phase frequency diagram obtained as part of the results of a Fourier
transform.
Piezoelectricity – The property exhibited by some materials where a mechanical stress causes
the material to produce an electric charge. Both man made and natural piezoelectric materials
are used in accelerometers.
POINT – Defines a machinery location at which measurement data is collected and the
measurement type.
Position – The average location, relative to the radial bearing centerline, of the shaft dynamic
motion.
Predictive Maintenance – Usually maintenance that is performed again based on a calendar. The
term is usually interchanged with periodic maintenance.
Probe – An eddy-current sensor, although sometimes used to describe any vibration sensor.
Probe Gap – The physical distance between the face of an eddy probe tip and the observed
surface. The distance can be expressed in terms of displacement (mils, micrometers) or in terms
of voltage (millivolts), which is the value of the (negative) dc output signal and is an electronic
representation of the physical gap distance. Standard polarity convention dictates that a
decreasing gap results in an increasing (less negative) output signal; increasing gap produces a
decreasing (more negative) output signal.
Resonance – Resonance – The condition of vibration amplitude and phase change response
caused by a corresponding system sensitivity to a particular forcing frequency. A resonance is
typically identified by a substantial amplitude increase, and related phase shift. See natural
frequency
RMS – Root Mean Square – The measure of energy displayed in a frequency spectrum. It is
derived by squaring each spectrum line, summing the results, and taking the square root of the
sum. It also equals (Peak ) X 0.707. See sine wave.
Rolling element Bearing – Bearings whose low friction qualities derive from lubricated rolling
elements (balls or rollers).
Run Up/Run Down – The monitoring of machinery conditions during a start up or shut down
process.
SEE Technology (Spectral Emitted Energy) – The analysis process where the high frequency
acoustic signals generated when the rolling element in a bearing passes over a flaw in the
bearing surface. The signals are emitted by the microscopic movement of the metal crystals as
they rub against each other. These signals are then enveloped and presented in the low
frequency spectrum. The display signal will be at the characteristic bearing frequencies, BPFO,
BPFI, etc.
Sensitivity – The ratio of magnitude of an output to the magnitude of a quantity measured. Also
the smallest input signal to which an instrument can respond.
Sensor – A transducer that senses and converts a physical phenomenon to an analog electrical
signal.
Spectrum Analyzer – An instrument that displays the frequency spectrum of an input signal.
Thermocouple – A temperature sensing device comprised of two dissimilar metal wires which,
when thermally affected (heated or cooled), produce a change in electrical potential.
Upload – Transferring data from the measuring device to the host computer.