| name | machinery-condition-monitoring |
| description | Machinery condition monitoring — vibration analysis (FFT, envelope, cepstrum), bearing fault frequencies (BPFO/BPFI/BSF/FTF), ISO 10816 severity criteria, oil analysis, thermography, ultrasound, motor current analysis (MCSA), alarm levels, online monitoring systems, predictive maintenance integration, ISO 13373. |
| metadata | {"priority":7,"promptSignals":{"phrases":["condition monitoring","vibration monitoring","bearing fault detection","predictive maintenance","machinery monitoring","ISO 10816 vibration"],"minScore":3}} |
Machinery Condition Monitoring — Complete Skill
Vibration Analysis
Signal Acquisition
Transducers:
Accelerometer (piezoelectric): most common; 10 Hz–20 kHz; measures g; mount with stud (best) or magnet
Velocity transducer: 10 Hz–1,000 Hz; integrates internally; legacy systems; 4–20 mA output
Proximity probe (eddy current): shaft relative motion; 0–10 kHz; shaft rider; journal bearings
Microphone/hydrophone: airborne/waterborne noise; useful for flow-induced vibration
Signal conditioning:
ICP (Integrated Circuit Piezoelectric): constant current signal conditioning; long cable capable; 2–20 mA
Charge amplifier: for charge output accelerometers; high impedance input
Anti-aliasing filter: low-pass at < f_sample/2 (Nyquist) before digitizer
Sampling:
Fmax = highest frequency of interest (bearing faults: up to 20× shaft speed × number of rolling elements)
f_sample ≥ 2.56 × Fmax (typical; 2.56 × oversampling)
Resolution: Δf = f_sample / N_FFT; N_FFT = number of samples; typical 1,024–4,096 samples
FFT and Spectrum Analysis
Vibration signature:
1× (1 per revolution): unbalance dominant; always present
2×: misalignment (parallel or angular); looseness
Fractional ×: rubs (partial arc contact); 0.5×, 0.333×
n× (high multiples): gear mesh, blade passing, structural resonance
FFT analysis:
A(f) = FFT{a(t)} [converts time-domain acceleration to frequency-domain amplitude spectrum]
Units: g RMS vs. Hz; or velocity mm/s RMS vs. Hz; or displacement μm pp vs. Hz
Windowing (reduce spectral leakage):
Hanning window: best for general rotating machinery (reduces side lobes)
Flat-top window: more accurate amplitude measurement for single-frequency calibration
Rectangular: only for transients (impulse testing, impact hammer)
Averaging:
Linear averaging: N spectra summed/N → reduces random noise by √N; N = 4–32 typical
Synchronous time averaging: trigger on 1× → keeps shaft-frequency events; cancels random noise → best for gear faults with speed reference
Bearing Fault Frequencies
Rolling element bearing fault frequencies from geometry:
BPFO (Ball Pass Frequency Outer Race):
BPFO = (N_balls/2) × f_shaft × (1 - d_ball/d_pitch × cosα) [Hz; d_ball = ball diameter; d_pitch = pitch diameter; α = contact angle]
BPFI (Ball Pass Frequency Inner Race):
BPFI = (N_balls/2) × f_shaft × (1 + d_ball/d_pitch × cosα)
BSF (Ball Spin Frequency):
BSF = (d_pitch/2d_ball) × f_shaft × (1 - (d_ball/d_pitch)^2 × cos²α)
FTF (Fundamental Train Frequency = cage speed):
FTF = (f_shaft/2) × (1 - d_ball/d_pitch × cosα)
Typical range: BPFO = 3–7 × f_shaft; BPFI = 5–9 × f_shaft; BSF = 1.5–3 × f_shaft
Fault identification: look for peaks at BPFO, BPFI, BSF, FTF ± harmonics; sidebands at f_shaft intervals around bearing frequency = inner race defect
Example bearing (6205: N=9, d_ball=7.938mm, d_pitch=38.5mm, α=0°, f_shaft=25 Hz):
BPFO = 4.5 × 25 × (1 - 0.206) = 4.5 × 25 × 0.794 = 89.3 Hz
BPFI = 4.5 × 25 × (1 + 0.206) = 135.7 Hz
Envelope Analysis (Demodulation)
Purpose: detect early bearing faults from modulated high-frequency impulses
Process:
- Bandpass filter signal around high-frequency carrier (resonance frequency 5–50 kHz)
- Rectify → demodulate (envelope signal)
- FFT of envelope signal → shows bearing fault frequencies clearly
Advantage: works at very early fault stage when FFT vibration spectrum shows no visible peak
KURTOSIS (impulsiveness indicator):
K = E[(x - μ)⁴] / σ⁴ [dimensionless; normal distribution K=3; impulsive bearing fault K >> 3]
K > 4: possible fault; K > 6: confirmed fault developing; K > 10: advanced fault
Kurtosis deteriorates at advanced fault (many defects → signal less impulsive → K decreases); use with trending
Cepstrum Analysis
Cepstrum: log(|FFT(x(t))|²) inverse-FFT → converts spectrum to cepstrum domain
Quefrency axis [s]: reciprocal of frequency → peaks at 1/f correspond to families of harmonics at f
Application: gear fault detection (harmonics of gear mesh frequency visible in cepstrum); bearing fault families
ISO 10816 Vibration Severity
ISO 10816 (Mechanical Vibration — Evaluation of Machine Vibration)
Velocity RMS (10 Hz–1 kHz) as overall severity indicator:
ISO 10816-3: industrial machines with rated power > 15 kW and nominal speed 120–15,000 rpm
| Zone | Velocity RMS [mm/s] | Condition |
|---|
| A | ≤ 2.3 | New machine, acceptable |
| B | 2.3–4.5 | Acceptable for long-term |
| C | 4.5–11.2 | Unsatisfactory; short-term only |
| D | > 11.2 | Dangerous; risk of damage |
ISO 10816-1 (general): machines up to 15 kW; different severity boundaries by machine class (I–IV)
ISO 20816-3 (2016): updated replacement for ISO 10816-3; adds rolling element bearing absolute limits
Alert and danger levels:
Alert: zone B/C boundary; investigate; increase monitoring frequency
Danger: zone C/D boundary; take out of service if safety critical
Oil Analysis
Ferrography and Particle Count
Oil sample collection:
Live sampling (running machine): representative of circulating oil contamination
Drain port: biased sample (concentrated particles); avoid
Standard volume: 100–250 mL per ASTM D4057
ICP (Inductively Coupled Plasma) spectroscopy — ASTM D5185:
Measures dissolved metals [ppm]: Fe, Cu, Cr, Ni, Al, Pb, Sn
Fe increase: steel wear (bearings, gears, cylinders)
Cu increase: bronze bearings, thrust washers
Pb/Sn increase: babbitt bearing overlay wear
Cr increase: chrome-plated ring or liner wear
Trend alarming (ppm change rate):
Absolute: Fe > 100 ppm, Cu > 50 ppm → investigate
Rate: Fe increasing > 25 ppm per interval → accelerating wear → action
PQ Index (Particle Quantifier):
Measures total ferromagnetic particle mass; sensitive to large particles (> 10 μm)
PQ > 100: advanced wear (compared to baseline when machine was new)
Water content (Karl Fischer, ASTM D1533):
< 100 ppm: acceptable; > 1,000 ppm: free water risk; > 0.1%: emulsification → oil change
Viscosity (ASTM D445):
Change > ±10% from new oil: oxidation (increase) or fuel dilution (decrease) or wrong oil (either)
Vibration Correlation with Oil Analysis
Early fault: oil analysis shows Fe increase, vibration normal → oil sample more sensitive for inner machinery
Advanced fault: oil analysis plateaus (particles filter out), vibration amplitude grows
Use both: oil analysis first-warning, vibration confirmation; never replace one with the other
Thermography (Infrared)
Application: overheating bearings, electrical connections, insulation failures, heat exchanger blockage
Camera specifications:
Thermal resolution: 0.05–0.1°C NETD (noise equivalent temperature difference)
Spatial resolution: 640×480 detector (standard); higher for distant targets
Lens: standard 25° lens; telephoto for access-restricted areas
Alarm criteria:
Bearing: > 25°C above baseline → investigate; > 40°C → immediate action
Electrical connection: > 30°C ΔT → poor contact; > 50°C ΔT → high risk
Standards: ISO 18434-1 (thermographic inspection of machinery); IEC 60068-2-1 for cold environments
Ultrasound (Acoustic Emission)
Ultrasound range: 20 kHz–100 kHz; beyond human hearing
Application: detect early-stage bearing defects (ultrasound precedes vibration fault signature by weeks)
Detect: steam traps, compressed air leaks, electrical arcing (ultrasound emission)
Bearing detection:
Healthy bearing: background hiss level (dBμV); trending comparison
Defect: increased dBμV + characteristic patterns at BPFO, BPFI frequencies
Methods:
Contact: threaded transducer on housing; frequency: 30–40 kHz
Airborne: microphone-type; for leak detection; 40 kHz
Motor Current Signature Analysis (MCSA)
Principle: broken rotor bars, eccentricity, bearing faults modulate motor current at specific sideband frequencies
Current spectrum: measure current with clamp-on CT → FFT → analyze sidebands
Broken rotor bar sidebands:
f_broken_bar = f_line ± 2 × s × f_line [s = slip frequency; typically 0.01–0.05; f_line = 50 or 60 Hz]
Amplitude > -40 dBc (40 dB below fundamental): investigate; > -30 dBc: likely broken bar
Eccentricity sidebands:
f_ecc = f_line ± k × f_shaft [k = 1, 2, 3...]
Bearing fault in motor (from current):
f_bearing_current = f_line ± n × f_bearing [n = 1, 2; f_bearing = BPFO/BPFI]
Less sensitive than vibration but non-contact; useful for inaccessible motors
Online Monitoring Systems
Architecture
Continuous online monitoring: permanent sensors + data acquisition + rule-based alarms
Periodic monitoring: route-based data collector; manual rounds
Sensor networks:
Wired (4–20 mA or industrial Ethernet): reliable; high cost for large plants
Wireless (IEEE 802.11 or ISA100.11a): flexible; battery life 1–5 years; latency acceptable for vibration
Fieldbus (Profibus PA, HART): process integration; moderate bandwidth
Edge processing:
Preprocessing at sensor node: FFT, RMS, peak; reduces bandwidth; filter pre-process data before cloud
Alert on deviation: send alarm event; stream raw data only when alarmed
CMMS Integration (Computerized Maintenance Management System):
Work order generation from alarm → tracks repair; links to history; cost tracking
SAP PM, Maximo, IBM Maximo: typical enterprise CMMS platforms
Alarm Philosophy
Two-level alarm:
Alert: amplitude > 1.5× baseline; investigate; increase monitoring interval
Danger/Shutdown: amplitude > 2.5× baseline; stop machine; inspect
Alert should not be set to shutdown (nuisance trips → alarm silencing → missed real alarms)
ISO Standards for Condition Monitoring
| Standard | Scope |
|---|
| ISO 10816-1/-3 | Vibration severity criteria for machines |
| ISO 20816-1 | Updated machinery vibration standard (2016) |
| ISO 13373-1/-2/-3 | Condition monitoring and diagnostics of machines — vibration |
| ISO 17359 | General guidelines for condition monitoring |
| ISO 15243 | Rolling bearings — failure modes (identification guide) |
| ASTM D5185 | ICP spectroscopy for oil metals |
| ASTM D4057 | Oil sampling from pipelines and tanks |
| ISO 18434-1 | Thermographic condition monitoring |
Output
Provide: machine type (pump/compressor/motor/gearbox), rated speed [rpm] and power [kW], bearing type and fault frequencies (BPFO, BPFI, BSF, FTF [Hz]), vibration overall level [mm/s RMS] and ISO 10816 zone (A/B/C/D), spectrum peaks identified (1×, 2×, gear mesh, bearing fault [Hz] and amplitude [mm/s or g]), envelope analysis result (fault frequency identified? amplitude?), kurtosis [dimensionless] and interpretation, oil analysis (Fe, Cu, Cr ppm; water ppm; viscosity change %), thermography result (ΔT above baseline [°C]), alert/danger levels set (velocity [mm/s RMS]), monitoring type (online/route-based; interval), CMMS integration, and applicable standard (ISO 10816-3, ISO 13373, ISO 17359).