Sometimes unbalance can be caused by a shaft key being too long. When a shaft assembly goes to the balance machine, the assembly is normally balanced with a half key installed. The coupling and key have been removed and a half key installed into the keyway on the shaft. The straight portion of the shaft keyway is filled with a piece of steel; however its height is ground down so that it closely matches the outer radius of the shaft. In other words, it doesn’t stick out!
Electrical tape is then wrapped around the half key and shaft so that the half key doesn’t come flying out during the balancing operation. After the rotating assembly has been successfully balanced to within tolerance, the rotating assembly is returned to the technician for final reassembly.
In the following example, let’s assume that the actual length of the keyway in the shaft is 8 inches long and 3/8″ deep. The length of the coupling hub keyway is 4 inches long and it is also 3/8″ deep. If the technician installed a key that measured 8″ long × ¾” × ¾” and then mounted the coupling onto the shaft it would result in an excessive key length sticking out past the back edge of the coupling hub. The extra 4 inches × 3/8″ high key stock sticking out behind the coupling could be enough mass to cause the imbalance to exceed ISO balance tolerances.
The following method should be used to calculate the proper key length:
Source: Practical Solutions to Machinery and Maintenance Vibration Problems, Chapter 5, Unbalance, Section 16, Unbalance Due to Assembly Errors – Key Length Considerations by Update International
Our advanced field balancers can help you identify, correct and avoid the unwanted consequences of equipment unbalance. For more information, visit our website.
by Ana Maria Delgado, CRL
Vibration is everywhere! Vibration is a “back and forth” movement of a structure or component. Vibration can also be referred to as a “cyclical” movement. It can be inherent in a piece of equipment or can be induced by another form of energy. The real question is whether the vibration is detrimental to the equipment and its internal components.
Vibration is typically monitored through some form of analyzer, either online or offline such as the VIBWORKS analyzer.
What causes vibration? Here are just a few causes, but there are so more which can lead to elevated vibration levels. More importantly, if caught early enough, they can be corrected and thereby maximize the life of our equipment:
- Installation of the machines
- An improperly mounted bearing can cause severe vibration. This can lead to damage of the bearing as well as other components within the machine.
- Operation of the machine
- Pushing our machine beyond its recommended maximum output. Our machines respond by vibrating more than the recommended allowable limits and will eventually fail.
Watch our video ‘What’s Misalignment’ to learn more about the causes and effects of having misalignment in your rotating equipment
Some common machine problems that generate mechanical vibration:
- Misalignment is one of the most common issues that leads to high vibration and eventually failure of the machine. It can be easily detected and corrected. Take the time to laser align machines properly to the recommended tolerance.
- Unbalance is another easily missed problem that causes severe damage to our equipment. It can also lead to cracks of the housing itself. If not detected and corrected soon enough it can lead to dangerous catastrophic failure. Unbalance can be easily detected and corrected extending the life of equipment.
We never have enough time to do things right the first time but always find time to do them again.”
These few issues can be easily detected with properly set-up software. Often, the setup is incorrect and inaccurate. Invalid data is captured in the FFT. Please consult an expert to make certain you are utilizing your condition monitoring software to its fullest potential. Remember… If it’s Critical and Rotates it should be Aligned, Balanced and Monitored.
by Ana Maria Delgado, CRL
A vibration analysis package today could cost $20K, 30K, 40K or easily more. If the wrong package is purchased, most companies are still committed to use it at least until it is depreciated, before they would be allowed to explore other alternatives, which could take 3 to 5 years. The purchased package may not include product support, or it might be available for a fee.
Purchasing the correct tool should include considering what the company as a whole is using; this could possibly allow you to take advantage of purchasing agreements with more favorable pricing. Purchasing a package that includes the right analyzer and software with the proper options will actually save money. It allows the user to collect the necessary or special data that may be needed.
If a tool simply won’t do the required job, people will quit wanting to use it and it can quickly become an expensive paper weight. When deciding on a vibration analysis system, you should make sure that you’re buying the right tool and not just what some salesman is trying to sell you. Your sales contact should discuss what your needs are and try to match these needs to the right tool.
The purchase cost of the right system can be recovered in just one correct call that saves you from a breakdown with all the attendant unscheduled downtime, repair expense and lost production. As Benjamin Franklin once said:
“The bitterness of poor quality lingers long after the sweetness of low price has been forgotten.”
by Yolanda Lopez
An overall level is a single number representing the amplitude of a vibration measurement. Overall values can be derived many different ways. You should be very cautious when assigning generic or the identical alarm values to your equipment. Similar machines can operate at different vibration levels. The individual characteristics of each machine should be taken into consideration when setting valid alarm levels. Even a simple vibration check revealing acceleration, velocity, unbalance or bearing noise can help you find and prevent equipment faults. You don’t need a sophisticated system for this; just a simple but good handheld tool (such as the EASY-LASER XT280) can help you with this.
by Ana Maria Delgado, CRL
In every facility there are pieces of equipment that are critical to the daily operation of the plant. Those machines are the ones that keep you awake at night. If the equipment fails or has a break down unexpectedly it has an adverse effect on production. An online vibration system can assist in giving you peace of mind for the health condition on that equipment.
Using an online system allows for monitoring of critical equipment 24 hours a day, 7 days a week, and 365 days a year. The ability to email or text alerts when alarm thresholds are met or exceeded allows for early detection of failures.
The CORTEX MONITORING SYSTEM (CMS) is a cost-effective, scalable solution, dedicated to the prediction of asset failure and the prevention of catastrophic failures and costly repairs. This innovative system will help you optimize your performance by monitoring the condition of your valuable assets with highly accurate diagnostic tools. CMS allows for easy access to the condition of the equipment at any time and from any place. The software can be accessed via the cloud using IIoT protocols and easily viewed on a phone, tablet, or any internet capable device. The images below show examples of what can be displayed using an internet capable device.
by Yolanda Lopez
Every analyst develops their own process for analyzing vibration data. This is generally learned from others, being around to observe or communicate with, or from training the individual receives. Often, the person collecting the data will be the same person that analyzes the data. The process could include that during the data collection the person not only uses the vibration data collector but also collects physical data from their senses such as sound and smell to see what is going on with the equipment. They ought to look for material under the coupling guard to see if an elastomer coupling is shedding pieces, which may indicate misalignment; look at the oil level if possible for signs of oil leakage; look at the mechanical seal area to identify other leakage. Once data is collected one would generally look for anything outside of established alarm levels, look at the spectrum to see where the highest amplitude peak is at, look for other high amplitude peaks or groups of peaks and harmonic families, and look for sidebands around peaks to help in identifying source. You would also look for the direction of the highest vibration. Examine the historical data too: you would want to look at the rate of change to determine how quickly failure is approaching. Also never, never forget to look at the time waveform as all data comes from the time waveform. I try to look at the time waveform in the raw units of the sensor as that can verify what you may be seeing in the spectral and give you a greater understanding of just how bad a problem you may be facing.
If you need a solution to help ease this process, consider our BETAVIB vibration analysis systems.
by Yolanda Lopez
When the breakdown/repair cycle becomes routine, you can bet money is being wasted. The psychology of manufacturing (if we can call it that) is very much overlooked.
Q: What if it was a personal affront to everyone in the plant, management, production and maintenance, for a machine to break down? Seriously. What if everyone viewed it as a personal failure when a machine failed unexpectedly? Do you think the necessary attention would be given to it? That might be revolutionary.
Of course, if too much time and effort is put into something, the cost will exceed the return, but if the necessary serious attention is given to an operating asset by EVERYONE, the next excellent idea that improves reliability could come from anyone.
“Ownership” is something we know to be beneficial in a manufacturing facility. We know that the more “personal” everyone feels toward the assets, the better they take care of them and the more creative they are about caring for them. When we feel that personal attachment of ownership, we are more forthcoming with our efforts and supportive of the efforts of others who share our valuation of the assets.
With this in mind I offer the following suggestion in order to tap into that inherent pride of ownership and personal attachment that many have to the company and assets of their occupation: LET EVERYONE SEE HOW UGLY IT IS!
Hang a sign on a machine that failed and shut your plant or process down. The sign should read,
This machine FAILED and shut our plant down:
Failed: August 30th 2011
Failed: May 4th 2015
Failed: January 19th 2017
Failed: August 11th 2018
And keep adding the dates. This way the bad actors become obvious to everyone, and even the MTBF will be obvious. The absence of a sign on a machine could then be as informative as the signs with dates.
If you can succeed in creating an ownership of reliability that cuts across department lines, the benefits could be enormous. Failures come from all directions: Operations, maintenance, engineering, management, procurement. Let everyone see the ugliness of it and encourage everyone to pull together to make it beautiful (or at least more attractive.)
by Yolanda Lopez
- Knows how to use the software package they have.
- Knows how to use the hardware they have.
- Knows where to place the vibration sensor to ensure good data.
- Knows how to recognize bad data.
- Knows what to look for while collecting data besides just the vibration sensor.
- Knows how and to whom to report their findings so that repairs are made, and gets feedback on the repair.
- Knows when to ask for help.
Learn more about LUDECA Vibration Analysis Courses
by Yolanda Lopez
Centrifugal pumps have a specific design point at which they operate most efficiently. This sweet spot is known as the BEP (Best Efficiency Point) which provides the design engineer with the required flow and pressure while also providing the best efficiency. If the pump has been specified incorrectly or is placed into a system which doesn’t have the proper system head, the pump will become a reliability problem child. When a centrifugal pump is placed into a system without the required system resistance, the pump will run off its curve to the right, resulting in early bearing and mechanical seal failures and impeller damage caused by cavitations. If the pump is placed into a system with excessive system resistance, or, as frequently happens, the pump discharge valve is throttled early, bearing and seal failures occur along with impeller problems caused by discharge recirculation. Best practice dictates that the pump be specified and designed to operate within +5% to –10 % of its designed BEP. This will result in lower operating and maintenance costs and a happy pump.
by Yolanda Lopez
There are many different reasons to consider and implement an online vibration system. Some of the key reasons are:
- The equipment is critical to production.
- The equipment has a long repair time.
- The parts for the equipment have a long lead time.
- The equipment is not easy to access.
- The equipment is in a remote location.
- Equipment failure could endanger the environment or people.
Online systems like the CORTEX by BETAVIB allows not only vibration to be monitored but also many additional parameters (such as speed, temperature, pressure, and flow, to list just a few), all of which can also be monitored and recorded. In addition, a customized overview can also be created to allow anyone to quickly monitor the health of the equipment using red, yellow, and green alarms that will indicate if an issue is present.
The CORTEX Monitoring System (CMS) is a cost-effective, scalable solution, dedicated to the prediction of asset failure and the prevention of catastrophic failures and costly repairs. This innovative system will help you optimize your performance by monitoring the condition of your valuable assets with highly accurate diagnostic tools.
by Yolanda Lopez
This blog post concerns rolling element bearings and not journal bearings.
When a rolling element bearing begins to deteriorate the damage usually manifests itself in one of the races (either inner or outer) followed by the rolling element, and finally the cage. When the races begin to have defects these tend to excite the natural frequencies of the race which typically show up beyond the maximum frequency that most analyzers collect data to.
The specific defect frequencies are determined by the bearing geometry. One would normally start seeing peaks in the FFT spectrum in the 5× to 7× range and sideband peaks spaced at 1× rotational speed. As the defects progress, harmonics of the component defect frequency will move lower in the FFT with more harmonics showing, while the number and amplitude of the sidebands increases as well.
When you begin to see the defect frequencies of multiple components, then this indicates that the damage is progressing. In the time-waveform’s early stages you will see an increase in the amplitude of the peaks, indicating impacting; as damage increases the amplitude of the impacts will increase and for a time the pattern will resemble what is known as the “angle fish” pattern. This pattern will not last and may not even be seen depending on the frequency of the data collection. The pattern tends to go away because of continued deterioration of the bearing components.
by Yolanda Lopez
In most cases, when equipment is in failure mode, it begins to make sounds that are not commonly heard during normal operation conditions. Once this sound is heard a defect (at least one) is already present in the equipment.
Using our vibration tools can assist in detecting the defect before that sound is heard with the naked ear.
Think of a vibration sensor as a stethoscope that allows a vibration instrument to listen to the heartbeat of the equipment. The heartbeat is then recorded and data can be viewed historically for that equipment. The data can then be compared to other readings collected on the equipment to quickly see if any changes have occurred.
by Yolanda Lopez
With the proliferation of online monitoring systems utilizing permanently mounted sensors, users will need to beware of “direction sensitive” vibration and possible sudden unexpected failure due to insufficient data. The thought of insufficient data may seem incredible when thinking of constantly monitored equipment, but consider the all too common (imho) practice of uni-directional (one direction) monitoring of machine trains.
Many installations, due to initial cost, are mounting a single vibration sensor at each bearing. While this may be sufficient for most equipment trains, most of the time, it will certainly not be sufficient for all equipment trains all of the time. Although I don’t have hard data available, if I were to make a statement based on personal experience, and anecdotal evidence from other practitioners, my statement would be something like this: “80% of horizontal equipment could be pretty well monitored by sensors mounted at the horizontal radial position on each bearing.” I say pretty well monitored because I just can’t bring myself (as an analyst) to be completely satisfied without the vertical and axial data.
This setup would catch virtually all unbalance and roller bearing faults (excluding thrust bearings), some to most misalignment faults and a sprinkling of others. I use the word “catch”, to mean it would give an indication of a developing problem. Accurate diagnosis of unbalance, misalignment, bent shaft, and even looseness in many cases (as well as a host of other possible faults) would require more data.
If the online vibration program manager takes these facts into account and governs the program accordingly, they should be pretty successful. If they add to the online program a “full battery” vibration survey, maybe semi-annually, just to catch the less common, but possibly very destructive defects that could develop undetected by the uni-directional monitoring, they would most likely be very successful.
What could be so destructive and yet be completely undetected by the uni-directional sensors? The Big R for one, Resonance. Resonance is often extremely directional. Consider a case history LUDECA co-published with one of our customers in the December 2012 Wastewater Processing magazine:
In the table below (Figure 1), the 1× amplitudes are displayed. I have hidden all but the vertical data, as though it were monitored only by vertical sensors.
Everything is wonderful right? Look at the motor outboard vertical, only 0.00384 inches per second—very impressive. Of course, at this point you are thinking “he is setting me up for something” and you are correct. Even though most anyone would love to have these amplitudes on virtually any machine, this particular machine was tearing itself apart with vibration!
We will give the reader a little more data, just to help add emphasis to the directional nature of a resonance. We will add the axial data to our table in Figure 2:
Still very, very good… so far. Now look at Figure 3, with the addition of the horizontal data.
The motor outboard horizontal amplitude is 162 times the amplitude of the motor outboard vertical! What if the user had only vertically mounted sensors? What about vertical with the added information of axial? You may be thinking “if I had only horizontal sensors, I would have been ok”, and for sure you would have been better off than having only vertical. You would at least have known you had a problem, but you would not have known what that problem actually was. You would likely have assumed the vertical and axial are probably vibrating badly too. Hopefully you would have verified the vibration in the other directions. As it was, the user had data from all directions and a simple glance told the analyst with a high degree of confidence what the problem was. Resonance is almost alone in creating that kind of directional disparity.
To reiterate, the online vibration program manager should be successful if they take into account the fact of limited data and supplement the online program with a “full battery” vibration survey at a cost effective interval, just to catch the less common, but possibly very destructive defects that could be developing undetected by uni-directional monitoring.
by Mike Fitch CRL
In today’s fast-paced competitive business world, manufacturers are seeking every competitive advantage they possibly can to increase their production and minimize costs while maintaining product quality. The identification of defects within a machine, reducing equipment failures and unscheduled downtime is increasingly demanded of condition monitoring technologies.
Vibration analysis has proven to be one of the most effective tools for identifying mechanical and electrical faults within machinery. Most vibration programs use a combination of on-line monitoring and offline (walk around) monitoring. Off line programs require the resources of a trained technician to walk from machine to machine to collect the vibration data.
The primary goal of vibration analysis is to identify faults within a machine and then alert personnel that some type of action needs to occur. Problems start to occur when the needed frequency of the data collection is not aligned with the maintenance strategy. A machine’s criticality, its risk priority and its failure modes establish the frequency required; however, far too often frequency is determined by the availability of a local contractor, internal staffing or, even worse, on how much money will be saved if the frequency is changed from monthly to quarterly?
Today’s on-line systems have the ability to provide continuous monitoring and can send alarm notifications which can be incorporated into a site’s process control system so operators are alerted of a problem. Some systems can be configured to distribute emails or even send text messages to specific individuals based on an alarm state.
Most vibration analysis systems today also have the ability to monitor and alarm off-process data such as temperature, pressure, voltage, current, flow or speed and can provide alarming if a process measurement goes outside of a predefined range.
Some of today’s on-line systems can incorporate on-board logic and decision making and some vendors offer machine diagnostics so that data is analyzed and screened for alarm violations automatically. Data storage can be accomplished by the end user locally or the data can be stored and accessed via the cloud. Utilizing a cloud server allows Reliability Engineers, Vibration Analysts or Condition Monitoring Contractors the ability to analyze and view data, alarms, trends and reports from anywhere in the world.
The “Industrial Internet of Things” (IIOT) is changing the way vibration data is viewed and managed. Developments in Artificial Intelligence, Smart Machines, Embedded Intelligence, Machine Learning and Data Analytics are changing and significantly affecting how condition monitoring data is collected, processed and presented to users.
by Dave Leach CRL CMRT CMRP
How many facilities only collect vibration data when it doesn’t interfere with other activities? So often collecting and analyzing data is only one part of a given person’s responsibilities and workloads dictate that the collection and/or analysis take a back seat. When this happens, machine problems are not detected and therefore not reported for corrective action to be taken. If a machine then fails management has all the right to ask why the problem was not found and reported, even if management itself is the reason the data was not collected or analyzed! Vibration data collected should also be analyzed in a timely manner (within two business days of collection) to allow for proper scheduling of any needed repairs; of course, if problems are detected while collecting data that are believed to be severe enough to merit immediate attention, then they should be reported immediately to the facility. Many analysts do not know how long it will take to approve, plan, order parts, kit out, and schedule the resources to execute the repair work. Therefore, one must collect, analyze, and report the data as soon as possible. Generally, you may find several problems in most facilities; however, if you hand in 20 or 30 reports to the Reliability contact, they can quickly be overloaded. I would collate and deliver all the necessary reports but would focus on the top 5 priority problems first, based on safety, criticality, severity, and production demand.
by Trent Phillips CRL CMRP - Novelis
Condition Monitoring Expert Tip #9 by Mobius Institute
No, sadly, that may not be correct. If the spectrum (and phase readings) indicate misalignment, then the machine will be misaligned. But if there is no indication of misalignment, the machine may still be misaligned. I know that may not make sense, but unfortunately it is true.
A number of experiments have been performed where real machines were misaligned and the vibration pattern did not change. The vibration pattern depended upon the type of coupling and other conditions, but the bottom line is that the only way you can be sure that the machine is precision aligned is to precision align the machine with a laser alignment tool.
We appreciate Mobius Institute for allowing us to share this tip with you!
by Ana Maria Delgado, CRL
Condition Monitoring Expert Tip #7 by Mobius Institute
Spectrum analysis provides a great deal of information about the health of rotating machinery. But you should consider the spectrum as a summary of the vibration within the machine.
The Fast Fourier Transform takes the time waveform and computes how much of each frequency is present and displays that as a line in the spectrum (grossly summarized, but that is basically the case). Therefore, if the vibration from the machine is generated by smooth periodic motion, then the spectrum provides a very good representation of what is happening inside the machine. But as damaged gears mesh together, and rolling elements pass over damaged areas on the raceway of the bearing, and as the pump vanes push through the fluid causing turbulence or cavitation, the vibration generated is not smooth and periodic. And there are a lot of other fault conditions that likewise do not generate smooth and periodic vibration. Thus, the only way to really understand what is happening inside the machine is to study the time waveform.
The time waveform is a record of exactly what happened from moment to moment as the shaft turns, the gears mesh, the vanes pass through fluid, and the rolling elements roll around the bearing. Each minute change that results from impacts, rubs, scrapes, rattles, surges, and so much more is recorded in the time waveform and then summarized in the spectrum. Therefore, it is critical to record the time waveform correctly and analyze it when you have any suspicion that a fault condition exists.
Special thanks to Mobius Institute for letting us share this condition monitoring expert tip with you!
by Ana Maria Delgado, CRL
Condition Monitoring Expert Tip #6 by Mobius Institute
The vibration spectrum can provide clear indication of certain fault conditions, but when you see a large peak at the running speed (1X) what will your diagnosis be? What if you also see peaks at 2X and 3X? Now, if you are monitoring a large fan with a history of the building up on the fan blades, then you may reasonably conclude that the high 1X peak indicates unbalance. But in the more general case, how do you distinguish between unbalance, bent shaft, looseness, resonance, eccentricity, misalignment, cocked bearing, and other fault conditions? This is where phase analysis is your friend.
Once upon a time phase analysis was difficult to perform because most people owned single channel vibration analyzers. But with a two-channel analyzer, and two vibration sensors, it is very easy to perform phase analysis. By simply placing one sensor vertically on the bearing and one sensor horizontally you can determine if unbalance exists. By comparing the vibration from one end of the machine to the other (in the same axis) you can confirm the unbalance diagnosis and assess whether it requires single-plane balance or two-plane. Comparing phase axially across a coupling, and radially across the coupling can help you diagnose and confirm misalignment.
We could go on and on, but phase analysis the best tool for distinguishing between all of the listed fault conditions and more.
by Yolanda Lopez
Condition Monitoring Expert Tip #5 by Mobius Institute
Now this is a tricky question to answer… We have a few contenders: high frequency vibration analysis, regular vibration analysis, ultrasound, oil analysis, wear particle analysis, and infrared analysis. Let’s start by ruling a few of them out.
Infrared analysis is used to detect heat in a bearing, which is a late stage fault condition, so that’s not your best option. Regular oil analysis can detect the presence of the wear metals within the bearing, but wear particle analysis is a better tool for that. Regular vibration analysis (i.e. velocity spectra) provide very clear indications of bearing faults, however the high-frequency detection techniques provide an earlier warning. That leaves high-frequency vibration analysis, ultrasound, and wear particle analysis.
Ultrasound is easiest to use. Push the probe against the bearing and listen carefully and you will hear if the bearing is in distress. (You can also record and analyze a waveform, but now you may as well be performing vibration analysis). Many would argue that high-frequency vibration analysis (such as enveloping, PeakVue, shock pulse, and others) provide a clearer indication of the nature and the severity of the fault. But it does require more training and potentially a more expensive system to perform the collection and analysis.
And that leaves wear particle analysis. Let’s just say that if you own critical gearboxes, you absolutely must perform wear particle analysis. Performed correctly, you will detect the first signs of wear, and complex gearboxes provide a greater challenge for the vibration analyst and the ultrasound tools.
Although I haven’t really answered the question, I am hoping to have put you in a position to make the right decision for your situation.
Thank you Mobius Institute for this valuable tip!
by Yolanda Lopez
Condition Monitoring Expert Tip #4 by Mobius Institute
This tip is sponsored by IMVAC (International Machine Vibration Analysis Conference)
There is no doubt that technologies such as vibration analysis, oil analysis, ultrasound and infrared are very powerful. They can tell you a great deal about fault conditions in rotating machinery, electrical systems, and more. But if the criticality warrants it, you will be in a much stronger position if you have multiple technologies indicating that a fault condition exists rather than relying on just one.
For example, if vibration analysis indicates there is a problem in a gearbox, oil analysis can confirm the fault with the presence of wear particles. In the case of vibration analysis, you can utilize high frequency analysis, spectrum analysis, time waveform analysis, and phase analysis to enable you to validate your diagnosis.
There can be a great deal at stake when you make a diagnostic call on a piece of equipment. More so if it is critical equipment. At the very least, a false diagnosis may lead to equipment failure (if you miss the fault condition) or it can lead to unnecessary work and downtime. What’s more, your reputation is at stake. Sadly, people often forget when you make the right call, but it can take years for people to forget when you make the wrong call.
Thanks Mobius Institute for sharing such valuable information with us!
by Ana Maria Delgado, CRL