Introduction Guide To Vibration Monitoring
Introduction Guide To Vibration Monitoring
Introduction Guide To Vibration Monitoring
Monitoring
Measurements, Analysis, and Terminology
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
30 pages
May 2002
• Peak = 1.0
• RMS = 0.707 x Peak
• Average = 0.637 x Peak
• Peak-to-Peak = 2 x Peak
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
measured from the top of the waveform to scale factors.
the bottom of the waveform.
NOTE: For comparison purposes,
The Average value is the average amplitude measurement types and locations must also
of the waveform. The average of a pure sine be identical.
waveform is zero (it is as much positive as it
is negative). However, most waveforms are It is important to collect accurate,
not pure sinusoidal waveforms. Also, repeatable, and viable data. You can achieve
waveforms that are not centered at this by following several key techniques for
approximately zero volts produce nonzero sensor position.
average values.
Measurement Sensor Position
Visualizing how the RMS value is derived Selecting the machine measurement point is
is a bit more difficult. Generally speaking, very important when collecting machinery
the RMS value is derived from a vibration data. Avoid painted surfaces,
mathematical conversion that relates DC unloaded bearing zones, housing splits, and
energy to AC energy. Technically, on a time structural gaps. These areas give poor
waveform, it is the root mean squared response and compromise data integrity.
(RMS). On an FFT spectrum, it is the square
root of the sum of a set of squared When measuring vibration with a hand-held
instantaneous values. If you measured a pure sensor, it is imperative to perform consistent
sine wave, the RMS value is 0.707 times the readings and pay close attention to sensor
peak value. position, angle, and contact pressure.
NOTE: Peak and Peak-to-Peak values can When possible, vibration should be
be either true or scaled. Scaled values are measured as an orthogonal matrix (three-
calculated from the RMS value. positions of direction):
• The axial direction (A) plane, vibration readings taken in these three
positions can provide great insight.
• The horizontal direction (H) Measurements should be taken as close to
• The vertical direction (V) the bearing as possible and avoid taking
readings on the case (the case can vibrate
Horizontal measurements typically show the due to resonance or looseness).
most vibration, as the machine is more
flexible in the horizontal plane. Moreover, NOTE: Enveloping or demodulated
imbalance is one of the most common measurements should be taken as close to
machinery problems, and imbalance the bearing load zone as possible.
produces a radial vibration that is part
vertical and part horizontal. Thus, excessive If you choose not to permanently mount the
horizontal vibration is a good indicator of accelerometer or other type of vibration
imbalance. sensing device to the machine, select a flat
surface to press the accelerometer against.
Vertical measurements typically show less Measurements should be taken at the same
vibration than horizontal measurements, as precise location for comparison (moving the
stiffness is caused by mounting and gravity. accelerometer only a few inches can produce
drastically different vibration readings). To
Under ideal conditions, axial measurements ensure measurements are taken at the exact
show very little vibration, as most forces are location every time, mark the measurement
generated perpendicular to the shaft. point with a permanent ink marker. We
However, issues with misalignment and bent highly recommended that the use of
shafts do create vibration in the axial plane. permanently mounted sensors whenever
possible. This assures that data is repeatable
and consistent. The following section
contains mounting specifications for
accelerometers. If permanently mounted
sensors are not possible, use magnetic
mounts.
Angle:
A trend plot is a line graph that displays conditions for various wide-ranged
current and past overall values plotted over machinery classifications. Remember that
time. Past values should include a base-line 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.
Subsequent measurements are compared to • Installed differently (foundation)
the base-line to determine machinery • Operated under different conditions
changes. (load, speed, materials, environment)
Comparing a machine to itself over time is • Maintained differently
the preferred method of machinery problem
detection, as each machine is unique in its It is unrealistic to judge a machine’s
operation. For example, some components condition by comparing the current
measurement value against an ISO standard
have a normal amount of vibration that
or other general rule or level. By comparing
would be considered problematic for most
current values to historical values, you are
machines. Alone, the current reading might
able to easily see a machine’s condition
lead an analyst to believe a problem exists,
change over time.
whereas a trend plot and base-line reading
would clearly show a certain amount of
vibration is normal for that machine. Vibration Measurements
Methods
ISO Standards are a good place to start (until Measuring vibration is the measurement of
machine history is developed). However, periodic motion. Vibration is illustrated with
ISO charts also define “good” or “not good” a spring-mass setup in Figure 5.
Thus, vibration has three measurable Displacement probes are also used to
characteristics: displacement, velocity, and measure a shaft’s phase. The shaft phase is
acceleration. Although these three the angular distance between a known mark
characteristics are related mathematically, on the shaft and the vibration signal. This
they are three different characteristics, not relationship is used for balancing and shaft
three names for the same quantity. orbital analysis.
© 2004 SKF Reliability Systems All Rights Reserved 8
Introduction Guide to Vibration Monitoring
Figure 6. A Dial Gage (Left) Measures Displacement. A Common Displacement Probe (Right).
Figure 7. Accelerometer.
© 2004 SKF Reliability Systems All Rights Reserved 9
Introduction Guide to Vibration Monitoring
FFT Spectrum Analysis simplified form, the motor has a shaft and
bearings. The gearbox has several shafts and
A Fast Fourier Transformation (FFT) is
sets of gears.
another useful method of viewing vibration
signals. In non-mathematical terms, the Each component in the diagram vibrates at a
signal is broken down into specific certain, individual rate. By processing the
amplitudes at various component vibration signal using a mathematical
frequencies. As an example, Figure 9 shows formula, an FFT, we can distinguish
a motor (left) coupled to a gearbox (right). between several different rates and
Each piece of the machine has individual determine the which rate vibration coincides
components associated with it. In a with which component.
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.)
Spall
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
90-degree phase shift as sensor is
Acceleration / moved from horizontal to vertical
Mass Radial Velocity / 1x position with no phase shift in the
Displacement radial direction across the
machine or coupling.
Acceleration /
Overhung Axial and
Velocity / 1x Axial reading will be in phase
Mass Radial
Displacement Account for change
in sensor orientation
180-degree phase shift in the when making axial
Acceleration / measurements.
Axial and axial direction across the machine
Bent Shaft Velocity / 1x
Radial with no phase shift in the radial
Displacement
direction.
MISALIGNMENT
Acceleration / 180-degree phase shift in the axial With severe
Angular Axial Velocity / 1x and 2x direction will exist across the misalignment, the
Displacement coupling. spectrum may
contain multiple
180-degree phase shift in the radial harmonics from 3x
direction will exist across the to 10x running
Acceleration / coupling. Sensor will show 0- speed. If vibration
Parallel Radial Velocity / 1x and 2x degrees or 180-degrees phase shift amplitude in the
Displacement as it is moved from horizontal to horizontal plane is
vertical position on the same increased 2 or 3
bearing. times, then
misalignment is
again indicated.
(Account for
Combination Acceleration / 180-degree phase shift in the radial change in sensor
Axial and
of Angular Velocity / 1x and 2x and axial direction will exist across orientation when
Radial
and Parallel Displacement the coupling. making axial
measurements)
MECHANICAL LOOSENESS
Vibration
amplitudes may
vary significantly
as the sensor is
placed in differing
Acceleration /
Axial and 1x, 2x, Phase reading will be unstable locations around
Wear / Fitting Velocity /
Radial 3x…10x from one reading to the next. the bearing.
Displacement
(Account for
change in sensor
orientation when
making axial
measurements)
GEAR DEFECTS
The exact
frequency relates
to the number of
teeth each gear
Acceleration /
Gear Mesh Radial 20x…200x No correlation. contains times the
Enveloping
rotational speed
(running speed) to
which the gear is
attached.
DC Motor
problems due to
broken fields
windings, bad
Acceleration /
SCR SCR’s or loose
DC Motors Radial Velocity / No correlation.
Frequency connections are
Displacement
reflected as
higher
amplitudes at the
SCR frequencies
Berry, James E. "How to track rolling • Fault Detection for Mining and Mineral
element bearing health with vibration Processing Equipment, 2001/3
signature analysis". Sound and Vibration, Technical Associates of Charlotte
November 1991, pp. 24-35. (diagnostic charts, background articles and
books): http://www.technicalassociates.net
Hewlett Packard, The Fundamentals of
Signal Analysis. Application Note 243: Vibration Institute: http://www.vibinst.org
1994.
Vibration Resources: http://vibrate.net
Hewlett Packard, Effective Machinery
Measurements using Dynamic Signal
Analyzers. Application Note 243-1: 1997.
Sensors
Entran Accelerometers - Complete on-line catalog. Manufacturing quality accelerometers for 30 years.
http://www.entran.com
Omega Engineering, Inc. Flow & Level - Omega Engineering, Inc. - world leader in process
measurement & control products. The one stop source for all your pressure, load, and force needs.
http://www.omega.com
Data Loggers - Small, Simple, Affordable - 32k data pts/ch, 16 bit - Smallest data loggers available for
temperature, humidity, count, acceleration, voltage, 4-20mA, pressure. Wireless data loggers. Also
rugged, waterproof units.
http://www.microdaq.com
Accelerometers - Manufacturers - On Direct Industry you can browse the list of accelerometers
manufacturers and ask for documentation or a quotation.
http://www.directindustry.com
Signal Conditioning - Strain gage, bridge completion, accelerometer, anti alias filter, excitation,
thermocouple, RTD, software controlled.
http://www.alligatortech.com
Complete line of Low Cost Accelerometers and Inclinometers. - Rieker manufactures a complete line
of Inclinometers, Accelerometers, Tilt Switches, Ball Bank Indicators, Slip Indicators & Safe Curve Speed
Indicators servicing the Construction Industry, Aircraft, and DOT since 1917.
http://www.riekerinc.com
ENDEVCO - is the world's leading supplier of dynamic instrumentation systems. - ENDEVCO is the
world's leading supplier of dynamic instrumentation
http://www.endevco.com
New Age Consulting Service, Inc. Nacs.Net web developement, e-commerce solutions, Bandwidth
- New Age Consulting Service, Inc. provides Internet and network consulting services for both business
and personal computing. We specialize in integrating Internet technology with existing networks to suit
your present and future Internet communication...
http://www.summitinstruments.com
ThinkQuest Library of Entries - ThinkQuest is an online program that challenges students, educators at
all levels to develop educational Web sites for curriculum and staff development
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
space for an accelerometer? Accelerometer (G-Meter) Order by phone of mail using check, money order,
or credit card. HCI 3461 Dissen Road New Haven, MO. 63068 (573)...
http://www.halcyon.com/wpowers/gmeter.html
Patriot Sensor and Controls Corporation - Patriot Sensors and Controls Corporation (PSCC) is a
leading supplier of Accelerometers, Pressure Transducers, and Linear Motion Transducers. We utilize
state of the art technologies to provide innovative, reliable and versatile sensor solutions for...
http://www.xducer.com
A triaxial rate gyroscope and accelerometer - A triaxial rate gyroscope and accelerometer. The
acquisition of extensive kinematics information with a sensor system with minimal external complexity is
important in the field of biomedical and automotive applications,
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.
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).
Axis – The reference plane used in plotting routines. The X-axis is the frequency plane. The Y-
axis is the amplitude plane.
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.
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.
Decay Rate – The rate at which an object stops vibrating after being struck.
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.
G (g) – A standard unit of acceleration equal to one of earth’s gravities, at mean sea level. One g
equals 32.17 ft/sec squared or 9.807 meters per second squared.
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.
© 2004 SKF Reliability Systems All Rights Reserved 25
Introduction Guide to Vibration Monitoring
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.
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.
© 2004 SKF Reliability Systems All Rights Reserved 26
Introduction Guide to Vibration Monitoring
Low Pass Filter – A filter whose transmission band extends from an upper cutoff frequency
down to DC.
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
frequency spectrum modulating signals will generate sideband harmonics, the spacing of the
harmonics will equal the speed (CPM) of the shaft.
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.
© 2004 SKF Reliability Systems All Rights Reserved 29
Introduction Guide to Vibration Monitoring
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.
Signal Analysis – Process of extracting information about a signal’s behavior in the time domain
and/or frequency domain. Describes the entire process of filtering, sampling, digitizing,
computation, and display of results in a meaningful format.
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.