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Phase
Objective
Phase Review
Phase can be defined in two ways. First, phase is that part of a cycle (0o
to 360 o ) through which a particular part of a machine travels relative to
a fixed reference point. Second, phase refers to the location in degrees
that marks a machine's high vibration peak and its frequency relative to
a fixed reference mark on a rotating component of the machine. This
second type of phase is also known as synchronous phase.
Phase varies with the monitored frequency. For machinery diagnostic
work, synchronous phase refers to 1xTS or any harmonic of turning
speed. CSI measures phase counter to the rotation of the shaft
Specific Fault Types
In the following examples, the use of phase to analyze faults is
explained.
Unbalance
Use Phase to confirm unbalance. Static Unbalance shows a zero degree
phase shift across the rotor radial to radial or horizontal to horizontal and
a 90 o (within 20 o ) phase shift from vertical to horizontal at the same
bearing location. Dynamic unbalance shows a phase shift across the
rotor radial to radial or horizontal to horizontal that is related to the heavy
spots on each end of the rotor. If the heavy spots are 180 o out of phase
on each end, then the phase measurements will also be 180 o out of
phase.
Reactionary Forces
Use phase to find problems that look like unbalance but are really caused by
something else. In the following example, the predominant frequency is turning
speed of the large pulley. Comparative horizontal to vertical phase readings
indicates a zero or 180o phase shift from horizontal to vertical. It looks like unbalance
but it' s really an eccentric sheave -- a well balanced, eccentric sheave. An orbit of
this data would indicate an elliptical shape in line with the drive belt.
Misalignment
Angular misalignment will typically show a 180 o (within 30 o ) phase shift across the
coupling in the axial direction. Parallel misalignment will tend to show a 180 o (within
30 o ) phase shift across the coupling in a radial direction. Phase measurements,
made on all bearings in the horizontal, vertical and axial directions will confirm the
misalignment type.
Phase reading with looseness will be erratic from point to point around the machine
train. A soft or loose component usually shows a phase shift between the tight and
loose joints. Often this shift will be greater than 90 o and as much as 180 o . To
identify the source of looseness on a machine, measure phase across all bolted or
welded joints. When the phase shifts, the looseness has been found. For soft foot,
measure phase across the bolted joint and compare to the other machine feet.
Resonance
Phase can easily identify a shaft bent through its bearing or a self aligning bearing
where the outer race and housing are not perpendicular with the shaft. To test for
this condition, take phase measurements around the face of the bearing. If the
phase is steady (within 30 o ) the bearing is not twisting. If the phase is constantly
changing at each position measured, it is an indication of twist in the bearing or bend
in the shaft through the bearing.
Operational Deflection Shapes
Operational deflection shapes (ODS) use phase and magnitude data to animate the
motions of machines and structures during normal operation.
Modal Analysis
The transfer function response to a known input force is used to animate the shapes
of machines and structures at its natural frequencies.
Section Two
Objectives
Phase is the position of a part (at any instant) with respect to a fixed
point.
Phase can be defined in two ways. First, phase is that part of a cycle (0°
to 360 ° ) through which a particular part of a machine travels relative to
a fixed reference point. Second, phase refers to the location in degrees
that marks a machine's high vibration peak and its frequency relative to
a fixed reference mark on a rotating component of the machine. This
second type of phase is also known as synchronous phase.
If you've ever given your car's engine a tune-up with a strobe light, you
have used phase. During an engine tune-up, a strobe light is used to
freeze the image of the flywheel so that the position of a mark, scribed
on the flywheel, is viewed and compared to a fixed gauge on the engine
block. That's phase!
1. Monitor Peak/Phase
This method is part of the Analyze functions on all 21xx analyzers. It is a
single channel technique that requires a tachometer trigger signal and
one vibration sensor. The figures below show the set-up screens for the
monitor peak/phase measurement.
Phase is the angle measured between the tape, as it passes in front of the
tachometer and the high spot on the rotor.
Move the sensor to each measurement point and direction. Press CLEAR to begin
the measurement. The 21xx analyzer display shows the speed of the machine,
magnitude and phase at the triggered synchronous frequency.
As the sensor is moved from point to point on the machine, the phase and
magnitude data must be written down since there is no way of storing the values. A
typical phase analysis data sheet includes phase and magnitude values at each
position measured. A table is needed for each synchronous frequency measured.
On ODS jobs where many points are measured on the machine and structure, the
points can be recorded as numbers and directions such as 1X , 1Y, 1Z, 2X, 2Y etc.
Advantages:
Disadvantages:
Tachometer required
Limited to synchronous frequencies
Manual data recording (can't save data)
Manual (typed) input in ME'scope for ODS
01H
01V
01A
01X
01Y
01Z
DOF[ABBBC]d
where:
DOF = degree of freedom
Notice the minus sign in front of some of the point descriptions signifying an
inversion of the sensor. Think about measuring horizontal points along the left side
of a I-beam frame under a machine. To measure the horizontal points on the right
side of the frame, it is necessary to invert the sensor (i.e. the sensor is turned 180
degrees). The negative sign infers the sensor rotation. Since this is a route program,
the sensor directions must be considered in advance of the measurements.
In the figure above, the analysis parameter set and alarm limit set numbers refer to
the specific set configurations for measuring phase and magnitude data. A special
analysis parameter set must be developed which contains the parameters for
measuring phase and magnitude at each order of rotation of interest. An example
parameter set is shown below.
The spectrum parameters tab of the parameter set identifies that Fmax, lines of
resolution and number of averages.
The next page of the parameter set lists the twelve parameter slots available. Not all
of the parameter slots need to be used. Peak and Phase are two separate
parameters that must be defined for each order of rotation of interest. If the only
interest is phase and magnitude at one times turning speed then only two of the
twelve parameter slots are needed. If interested in data at 2x and 3x rotating speed
then additional pairs of parameters are needed. A total of six orders of rotation can
be configures in one parameter set. Cross channel phase cannot be configured in a
MT or AMS Machinery Manager route.
The screen shown below is an example of a route parameter set to collect peak and
phase data at the first six orders of rotation. The parameter units type controls the
measurement units (acceleration, velocity or displacement). Peak or Phase
parameter types is selected in the "type of parameter column" ;. The last two
columns on the right define the order of rotation and measurement bandwidth.
The "Units Type" is selectable from a drop-down menu. Choose a parameter type of
"N-rpm-A" for measuring the amplitude at peak and "N-rpm-P for measuring the
phase at peak. The "Low Freq" column contains a number indicating the order of
rotation and the "High Freq" column is the bandwidth around the peak. A bandwidth
of 0.1 means that the filter around the peak has a width that is equal to 10% times
the frequency of the order. For example, if 1x=1790 cpm is specified with a
bandwidth of .1, the filter width would be 10% of 1790 or 179 cpm. The bandwidth is
adjustable between .02 - 1.0 and is used to exclude other vibrations close to shaft
turning speed.
Alarms are not needed for ODS testing, however an alarm set number is required.
To deactivated the alarms in a set used for ODS testing, change all numerical entry
fields to zero.
Advantages:
Disadvantages:
Tachometer required
Limited to synchronous frequencies
In the single frequency monitor mode, the Fmax, Frequency to monitor and lines of
resolution are entered. Any frequency may be monitored. The monitor screen shows
the cross phase between the two sensors, coherence and channel A and B
magnitudes. The channel "B" magnitude and cross phase is recorded for each
measurement point.
In the full plot acquire mode, a full plot of phase is presented. Move the cursor to
each frequency of interest and record the phase and magnitude.
Data cannot be saved using this method. All information must be written down in a
bubble diagram or table.
Tachometer: none
Advantages:
Disadvantages:
Once loaded into the 2120-2 analyzer, the Advanced 2-channel DLP is
selected by pressing the "Program Select" button on the top of the
analyzer. A list of all DLP's loaded into the analyzer will be shown.
Beginning with firmware version 7.43, the advanced 2-channel DLP
firmware has four modes of operation. One of the modes, "ODS" has
specifically configured menus for ODS measurements. The ODS mode
is a very easy to use program that makes short work of measuring large
ODS jobs.
The automated collection of cross-channel data results in a cross phase plot that is
identical to the data measured in method #3. It is not necessary to move the cursor
and read values at each frequency of interest since the entire plot can be saved. No
manual data recording is necessary.
Once collected and saved to analyzer memory, the advanced 2-channel DLP
downloads data to a CSI software program called VibPro. VibPro is a standalone
program. VibPro is a display and analyze program for the 2120 advanced transient
and advanced 2-channel DLP's.
Tachometer: none
Advantages:
No tachometer required
Phase at any frequency
Data stored and downloaded
Automatic transfer of data to ODS software
Disadvantages:
Review
In this section we have discussed four ways to measure phase and
magnitude data for ODS measurements. Of the two single channel
methods, the route based method is more automated but requires
preparation time to configure the route. Of the two dual channel
methods, the Advanced 2-channel method is more efficient and provides
automatic data transfer to the ODS software.
Section Three
ODS
Objectives
What is an ODS?
An Operational Deflection Shape (ODS) is a measurement technique
used to analyze the motions of rotating equipment and structures. An
ODS is an extension of another technique that has been around for
many years called phase analysis. In an ODS, a computer generated
model of the machine comes alive with motion as the phase and
magnitude data, for each structure point is animated. ODS is a non-
intrusive test made on machines during normal operation.
1. Monitor Peak/Phase
Section Four
Objectives
After viewing the animations, the ODS results need to be interpreted. In case you
didn't know it, the picture does not talk. The ODS analysis involves studying the
views, analyzing the motions and determining what is wrong with the machine. Some
mechanical faults will be more obvious than others. For example, misalignment or
looseness between bolted joints is easily spotted. Some analysis tips are listed
below:
Case Studies
Problem: A motor is direct coupled to a fan. Rotational speed is 29.8 Hertz (1788
cpm). A
vibration analysis of the machine indicated that the problem was on the motor –
possibly on the
steel base supporting the motor that bolts to the concrete. Both motor bearing
horizontal
readings were over 1.0 inches/second – peak (IPS) at turning speed. The vertical
and axial
readings were less than 0.2 IPS. The fan bearing vibrations were less than 0.15 IPS.
An ODS test was made on the motor bearings, motor feet, motor base, concrete
base and
concrete floor.
Case 1 Results:
The ODS animation showed that there was a soft-foot condition between the steel
motor
base and the concrete. It also indicated that the motor base was weak – flexing from
side
to side horizontally. The rocking motion of the base resulted in high horizontal
vibrations. The vertical vibration levels were low because center of the motor was a
pivot
point for the motion.
With the fan still in operation, each corner of the steel motor base was loosened (one
bolt
at a time) while watching for a change in vibration level. Shims were added or
removed
as needed until the soft foot was reduced as much as possible. The outcome
resulted in a
74% reduction in vibration at the horizontal positions on the motor (see figure 1-4).
The
vertical and axial positions on the motor increased slightly. The motor base was not
strong enough to support the motor side-to-side. It was recommended that the steel
motor
base be replaced before additional improvement could be gained.
During installation, the machine was aligned to the manufactures specifications. The
vibration analyst at the facility believed that the machine was not properly aligned.
His readings showed high, vertical, turning speed vibration on the motor and blower
outboard bearings. The largest reading was 0.39 inches/second. The manufacturer
insisted that the machine was aligned properly and warned that changing the
alignment would void the warranty.
To reduce the vibration on the machine, the manufacturer installed a tuned absorber
on the outboard bearing of the motor (figure 2-2). A tuned absorber soaks-up
vibration at a particular frequency. The steering column in your car probably has a
tuned absorber installed inside of it to prevent the column from vibrating. The tuned
absorber installed on this machine was continuously failing due to fatigue. The flat
steel bars were replaced several times within a few months.
Figure 2-2 – Tuned Absorber on OB Motor Bearing
The analyst wanted to prove to the manufacturer that the machine was misaligned.
He decided to do an ODS test.
The ODS test was completed using a single channel CSI analyzer. Phase and
magnitude data was collected in the Analyze mode using the monitor, peak/phase
function. Measurements were made on the motor and blower bearings, steel I-beam
support and at the tops and bottoms of the isolators.
Case 2 Results:
The animation clearly showed misalignment between the motor and blower.
Weakness in the front rail at the motor outboard end is visible as well.
Is it possible that the rails are resonating in the vertical direction causing the
misalignment?
The ODS does not make that distinction. It would take a bump test on the rails to
confirm a resonance.
The machine has not been realigned as the manufacturer said that doing so would
void the warranty.
Figure 3-4 shows the ODS model that was constructed. Measurements were made
on the bearing hosings, shafts, machine frames and sole plate.
Figure 3-4
A heat rise study was made using a CSI 510 Infrared temperature gun and an
UltraSpec analyzer loaded with the Thermal Growth Firmware. Temperature
measurements were made on every bearing of the machine. Points were measured
from the sole plate up to the center of the bearing (figure 3-5).
The hot and cold temperature readings are listed in figure 3-6.
Case 3 Results
The ODS indicated severe side to side motion of the motor and flywheel shafts -- an
indication of vertical misalignment.
The results of the heat rise study indicated that the pump and motor changed very
little in the vertical direction. The fluid drive, on the other hand, grows about 10-11
mils figure 3-7). It was determined that the wrong thermal growth compensation was
used. The flywheel alignment needed to be changed. It should be set about 10 mils
low so that the fluid drive grows into alignment with the motor and pump when the
machine heats up.
The machine was eventually realigned – but not to the recommendation given. The
spectrums of the bearing housings show a different picture before and after
alignment. Both sets of data show misalignment. The distribution of amplitude
between the first three harmonics changed as a result of the alignment. The overall
velocity did not change significantly.
Problem: Figure 4-1 is a motor generator set. The machine is a motor, flywheel and
generator -- all were direct coupled. Based on the vibration spectra that were
collected and analyzed, the vibration people at the power plant believed that the
machine was misaligned. Two separate attempts at laser alignment had not resulted
in decreased vibration levels.
Figure 4-1
MG set
The vibration group at the plant did not own ODS software. They did, however, take
phase and magnitude readings on the six bearings using a 2120-2 analyzer.
CSI services first involvement on this problem was by phone. The phase and
magnitude data was sent to CSI via email. The data was entered into ME'scope
SHAPE software and animated. The animation results indicated that the machine
was misaligned. Figure 4-2 shows the ODS structure file. The motor is to the right
and the MG set is to the left. Figure 4-3 shows the shape of the machine at turning
speed (3592 rpm).
Figure 4-2
ODS Structure File
Figure 4-3
ODS Animation at 1x
Since two laser alignments had not fixed the problem, the misalignment might be
caused by something besides shaft to shaft alignment. It was believed that
weakness, looseness or twisting of the machine base was creating the misalignment
condition. A more complete ODS was scheduled. The job included phase and
magnitude measurements on the bearings, mounting feet, machine base, sole plate
and concrete floor. A total of 156 measurements were made on the machine. Every
bolted or welded joint was measured. As a result, the ODS structure was more
complex. Every fastened joint was represented and measured. Figure 4-4 shows the
ODS structure file. Figure 4-5 shows the twisting of the machine base at turning
speed.
Figure 4-4
ODS Structure File of Machine and Base
Figure 4-5
ODS Animation of Machine and Base
Case 4 Results
The animation of the phase and magnitude data showed that the machine base was
twisting. The twist was occurring between the flywheel and MG set. The motor and
flywheel were in-phase and out of phase with the MG set.
Section Five
Resonance Testing
Objectives
Measuring Resonance
Resonance testing should be performed whenever vibration levels or spectral
patterns cannot be explained by forcing frequencies. When diagnosing a high
amplitude vibration problem, the analyst needs to consider the possibility of
acceptable vibration exciting a resonance and causing unacceptable levels of
vibration.
Several techniques can be used to detect resonance. Most are single channel
techniques. The most common single channel resonance tests are described below.
Negative Averaging
Negative averaging is a very powerful technique that has the capability to subtract
energy from a previously collected, normally averaged spectrum. Negative averaging
is the only good way of detecting resonance on an operating machine. Negative
averaging subtracts the "noise" (as defined for the job) from two spectral
measurements. The "noise" is basically, any signal that appears in both spectrums.
For example: In the first measurement, a machine is operating normally and is also
impacted for resonance. In the second spectrum, the machine is operating normally.
The negative averaging process subtracts the two measurements -- leaving only the
data resulting from the impacts. The overall reduction of those amplitudes defined as
noise is proportional to the square root of the number of averages.
The first data set in normal averaging is stored in a buffer until the second data set is
subtracted from the data contained in the buffer.
At the end of the predefined number of averages, the analyzer will
stop and display the message, Begin the negative averaging
process by pressing Enter. At this time, the machine is operating
normally with no impacting. As the averaging begins, any signal
that was present in both sets of averages will begin to average out
of the spectrum. The averager will not stop until the enter button is
pressed. Continue averaging until no additional change is seen in
the spectrum. Press Enter to stop averaging. Store the final
spectrum if desired.
The above data comparison shows:
Top - Impact.
Middle - Linear Minus.
Bottom - Impact during operation.
Monitoring Peak and Phase Data (Bode Plots)
The monitor peak/phase data defines the location (in degrees) of a machine's
vibration peak with respect to a fixed reference mark on the rotor. The general
characteristics associated with monitoring peak and phase are different depending
on the data to be gathered. Within the context of this lesson, we will discuss two
types of measurements.
Vibration alone indicates how much and what frequency a machine is vibrating.
Adding a phase measurement tells the direction of vibration. If the vibration
magnitude and direction are known, a phase analysis can be performed. Phase
analysis reveals the directions components are moving in
relation to each other. Phase also reveals information about specific mechanical
faults. For example, phase can confirm suspected unbalance or misalignment and
looseness. Resonance may be identified due to unstable phase readings,
unexplainable phase relationships, and significant phase shifts during startup or
coastdowns. To complete a phase analysis, it is necessary to measure, record and
analyze the phase and magnitude values from the monitor peak/phase screen. Data
must be measured on each bearing in the horizontal, vertical and axial planes.
The data plot below is a Bode plot. A Bode plot is a rectangular plot of peak vibration
magnitude and phase vs. speed. The data below indicates that during coastdown,
the vibration magnitude peaked out at 1134 rpm. At the same time, the phase
changed about 180 degrees through the area of amplification. This combination of
events proves, without doubt, that a resonance is present at 1134 rpm.
The phase reading should change by approximately 180o through the resonance
area. The phase reading always becomes unstable at the resonant frequency.
Phase at resonance should, however, differ by roughly 90o from measurements off
of the amplification curve.
A Nyquist plot is the same peak and phase data viewed in a polar plot format. As the
phase changes rapidly at resonance, it traces out a circle on the polar plot. Every
loop in the plot is another resonant frequency.
Bode plots (Peak and Phase vs. RPM) yield important information about resonance.
The presence of run-out or a bow in the shaft, however, can significantly alter the
appearance of the plot. Nyquist plots, on the other hand, remain unaffected by run-
out and bowed shafts. Always use Nyquist plots to confirm any conclusion based on
Bode plots.
Peak-hold data collection retains the highest amplitude at every frequency from all
the averages acquired. It is most commonly used for coastdown data for all
frequencies when a once-per-revolution (tach) event marker is not available. You
can also use peak-hold averaging when amplitudes are unstable from sample to
sample.
Set up the Acquire Spectrum menus as shown below. The number of averages will
depend on the time it takes the machine to coast down and the configuration of the
analyzer. Three items control how long it takes the analyzer to process data. They
are:
Without optimizing the analyzer's processing speed, the peak hold coastdown plot
could look like what is called "picket fencing". This condition is simply missed data
during the coast-down. The spectrum consists of a series of peaks rather than a
smooth trace of the coast-down.
Choose a frequency span that places the frequency of interest away from the left
edge of the spectrum without sacrificing analyzer speed (lower frequency spans
mean longer data acquisition time).
Use 100 - 400 lines of resolution. Usually, for peak hold coast-down testing, it is not
important to have high resolution to identify resonance.
Select Peak Hold averaging and no trigger on page 2. Press Enter twice to acquire
the data. Shut down the machine when your analyzer starts displaying a spectrum.
Cascade Plots
In single channel impact testing, a sensor placed on the machine, measures the
result of impacting the structure with a rubber tipped mallet or block of wood. The
amount of input energy and the frequency response of the impact device determines
how many natural frequencies are excited. An impact test identifies resonance. It
does not indicate the shape of the structure at resonance nor reveal how to correct a
resonance problem.
There are many ways to measure impact data on the 2115 or 2120 analyzer. The
method shown below triggers the analyzer when the amplitude on channel "A"
exceeds the trigger level value. In other words, the analyzer will take a measurement
when it senses the impact.
The trigger function provides the analyst with the ability to collect data based
on a specified input to the analyzer. The pre-trigger of 10% moves the impact
away from the left edge of the time window by 10% of the total time.
When determining this full scale, using the analyzer's monitor mode allows the
analyst to monitor the impacts as they occur to determine the amount of energy
being placed in the machine structure. The monitor waveform option can be used to
evaluate the machine's response to the impacts.
The waveform shown above displays the impact as seen from the response
transducer. The analyst is able to set the trigger amplitude by viewing the waveform.
Additionally, the monitored waveform provides the ability to see the decay of the
response. This enables the analyst to select an appropriate
time to ensure the data is not cut off prior to the completion of the impact decay.
Only the response to the impact is being measured with a single-channel analyzer,
so the machinery must be shut off to do this properly, unless the data collection is
being performed with negative linear averaging.
Phase is a test that clearly identifies resonance. Phase cannot be measured during
an impact test with a single-channel analyzer. In order to confirm the presence of a
shaft resonance, phase must be collected using other methods. For the most useful
information from a single channel analyzer, it is a good practice to have both bump
test data and startup or coastdown information.
Force level and frequency content are important considerations when choosing a
hammer. An improperly sized impact hammer results in missed data. The hammer
must input enough force to excite the natural frequencies to measurable amounts.
For example, when you test the springs in your car, do you tap the bumper with a
steel hammer? Of course not….you stomp on the bumper with your foot forcing the
springs to bounce up and down. The hammer tip hardness determines how much
frequency is delivered in the blow. Most impact hammers have replaceable tips of
different hardness.
The graph below demonstrates the relationship between frequency and force. Softer
tips deliver more force but less frequency. Harder tips deliver more frequency but
less force. Harder hammer heads also tend to bounce multiple times on the surface,
making the data invalid due to multiple impacts in each
time window.
Section Six
Filtered Orbits
Objectives
Orbit Measurements
In vibration analysis, an orbit plot is the trace of the relative movement of the
centerline of a rotating shaft within the clearance of a plain (journal) bearing. Orbit
plots are used to detect and investigate abnormal movements of the shaft in a
bearing. This movement often characterizes a developing fault, such as unbalance,
misalignment, bearing rub, shaft or rotor whirl, etc. Two probes mounted at 90
degrees to each other are required for making shaft orbits. Shaft orbits are typically
made with displacement probes such as proximity probes.
A proximity probe emits an eddy current field at the tip of the probe. The probe is
spaced away from the rotating shaft by a small amount (typically 0.060"). The
probe's output voltage is proportional to the gap.
A tachometer signal is not required for an orbit. If a tachometer signal is present, the
pulse provides both frequency and phase information. On an oscilloscope display, a
reference pulse appears as a bright or blank spot on the orbit plot. On the 2120,
phase is indicated as a line radiating out from the
center of the orbit.
An unfiltered orbit refers to vibration energy at all frequencies measured in the set-
up. A filtered orbit is a trace of vibration at one particular frequency (usually 1x or
harmonic). A sample orbit plot is shown below.
In the 2120-2 analyzer, orbit plots can be measured four different ways:
1. Analyze / Monitor Waveform
2. Analyze / Acquire Spectrum
3. Analyze / Monitor Orbit
4. As part of a predictive route.
The Analyze, Monitor Orbits feature was added in 7.43 firmware. It is an easy to use,
automated function for measuring orbits.
Monitor Orbit is easy to use and does not require any calculation.
Two filtering options are available: Bandpass and Lowpass. The Bandpass option
filters out the signals above and below the bandpass frequency and passes the
signal for the order specified. A Bandwidth parameter specifies the width of the band
that is passed. The Bandwidth parameter is adjustable between .02 and 1.0 (2-
100%) of the order specified. It determines how much of the signal around the order
specified passed.
For example: If a 1X order (1800 rpm) is measured, using a bandpass filter of 0.1,
the width of the frequency band that is "passed" is 180 cpm (1800 x .1 = 180).
The shape of a Bandpass filter is shown below. All data above and below the filter is
removed from the signal. Only the data within the specified band is allowed to pass.
Bandpass filtering requires a tachometer signal.
The other filter option is Lowpass. Lowpass filtering removes all signal above the
specified filter setting and passes the signal below the filter value.
For example: If a 1X order (1800 rpm) is measured, using a lowpass filter, the signal
that is "passed" includes all frequencies at or below the filter value – in this example,
the orbit includes all frequencies at or below 1800 cpm.
The shape of a Bandpass filter is shown below. All data above the specified order
are removed from the signal. Only the data at or below the specified order is allowed
to pass.
A tachometer signal is optional when using Lowpass filtering. If a tach signal is
not available, the orbit frequency is manually entered into the set-up. The exact
frequency must be entered
Filtered Orbits
Section Seven
Modal Testing
Objectives
Terminology
Machines and structures have many natural frequencies. Each one has a distinctive
shape. When parts of a machine are assembled, the machine takes on new natural
frequencies with characteristics based on the mass, stiffness and damping of the
assembled machine. If a machine is exposed to a force,
momentary or periodic, with energy near a natural frequency, the machine will begin
to vibrate. The closer the forced vibration is to a natural frequency, the more
amplification there will be.
Resonance – is defined as a natural frequency that is excited by a forcing function,
like unbalance. All mechanical systems have natural frequencies which, if excited by
a forcing frequency, will result in greatly amplified vibration on the machine. Several
factors work together allowing resonance to
occur, such as low stiffness and/or low damping at the resonant frequency.
Resonance is not necessarily a problem unless machine defects create vibration or
nearby machinery transmits vibration at the same frequency as the resonant
frequency. Resonance does not create vibration; it only amplifies it. Resonance is
not itself a defect, but it is a property of the whole mechanical system. The mass,
stiffness, and damping of the system at each frequency determine how the system
will respond to the forces acting on it. If the natural frequency is not excited by some
forcing function, resonance will not be a problem.
Critical – A critical is a special case a resonant frequency that occurs when a rotor's
rotational speed is the forced vibration coinciding with one of the rotor's natural
frequencies.
Modal Testing
Modal testing is performed with the machine shut down. Modal testing is composed
of a series of multi-channel impact tests using an impact hammer and one or more
response accelerometers. The data is fed into a modal analysis program like
ME'scope where the machine motions, at the natural
frequencies, are animated.
Impact hammers are instrumented with load cells. The load cell measures the impact
force in the hammer when the machine is struck. The amount of energy transferred
into a structure depends on the size of the hammer. The amount of frequency put
into the structure is determined by the hammer tip hardness.
When a machine is hit with an impact hammer, the impact puts broad band spectral
energy into the machine exciting its natural frequencies.
The machine's response to the impact is measured with one or more
accelerometers. The vibration on the machine is amplified for a period of time as it
"rings" at its natural frequencies. The vibration decays quickly and disappears. The
machine's internal damping determines how long the machine
responds to the input force. The picture below shows waveform examples of the
impact hammer hit and machine response accelerometer.
The impact, measured from the load cell on the hammer, is a sharp spike. An impact
produces low level energy over a broad frequency range. Any natural frequencies on
the machine are excited and amplified by the impact.
The plot shown above shows the transfer function of the accelerometer response
divided by the hammer input. The units are acceleration divided by pounds force
(G's / LbF). The display shows three natural frequencies excited by the impact.
When transfer function data is fed into a modal analysis program, the shapes of
each natural frequency are seen and can be analyzed for a solution to a resonance
problem. Put another way, single channel "bump" testing may reveal natural
frequencies in a machine, but only multi-channel impact testing reveals the shape of
the machine at each natural frequency.
Mode Shapes
When a machine or component vibrates at one of its natural frequencies, it has a
unique and predictable shape called a Mode Shape or Bending Mode. A
mechanical engineer can predict mode shapes using finite element analysis. There
are mechanical engineering books that show mode shapes for typical structures.
The important point to remember is that when something is vibrating at one of its
natural frequencies (resonating) it is not straight – it is bent. At resonance, a
machine or structure is no longer a rigid body. It is flexible.
Take the case of a shaft supported at both ends. The shaft will have many
natural frequencies. Each one has a unique mode shape. The first three
bending modes are shown above.
Notice that the bearing positions are stationary in each mode and that the points of
maximum motion
change in each mode.
The figure above shows the first two bending modes of a cantilevered shaft.
Although machinery has many more than three bending modes, at least the first
three modes are evaluated in a modal analysis for two reasons:
1. the frequencies of the first three modes are more likely to
coincide with forced vibrations and result in resonance
2. the displacements are higher for the lower bending modes
Every mode shape has Nodes and Anti-nodes. Nodal points are points of no
motion and anti-nodes are points of maximum motion. It is necessary to know where
these points are when correcting resonance problems.
Anyone involved in vibration analysis knows that analyzing frequency spectra and
time waveforms is not easy job. Too many mechanical defects have similar looking
frequency spectrums. To make matters worse, all machines have natural
frequencies. Usually, we don't know where or when to expect
these natural frequencies to come into play. One thing is certain – when they do,
solving vibration problems becomes more difficult. Some experts suggest that more
than 60% of vibration problems are the result of natural frequencies.
These diagnostic tests are usually not as quick and inexpensive as predictive
vibration route measurements. They can, however, lead an analyst to a thorough
and accurate diagnosis.
Modal testing is used to identify natural frequencies, mode shapes and determine
damping levels. It can also be used to verify FEA designs. Mostly, modal analysis is
used to troubleshoot problem machines and structures.
Modal testing should be performed after a problem has been detected and
resonance has been found using one of the many resonance testing methods
described in the previous chapter. A modal test is the first step towards correcting a
resonance problem.
Impact hammer
2120-2 with Advanced 2-channel DLP
VibPro Software
Accelerometer
ME'scope Modal Software
The 2120-2 analyzer, in its standard form, has the ability to make cross channel
measurements but it cannot save the data. The Advanced 2-channel downloadable
program (DLP) is required for modal testing. The Advanced 2-channel DLP stores
measurement data to analyzer memory. The stored data is dumped to VibPro
Software. VibPro is the CSI software product for the Advanced 2-channel and
Advanced Transient DLP's. VibPro transfers data from the 2120-2 analyzer.
Planning and record keeping are key to a successful modal test. Consider exactly
what needs to be resolved in the modal animation and remember that resonance
may be directional.
There are several options to consider when correcting resonance. One solution does
not fit every resonance problem. Structural modifications are very expensive and
take time to plan and execute. Reducing the exciting force or changing the speed of
the machine may be more economical solutions. The resonance correction methods
are discussed below.
Modal Example 1
Problem: This direct drive, 3586 rpm fan was diagnosed as an unbalance problem.
The vibration spectrum showed a large, 0.7 inch/second vibration at turning speed.
Fan balancing attempts were
unsuccessfully, during a production shutdown. The vibration at shaft speed could not
be lowered through balancing. During the next outage, modal analysis testing was
done on machine. Frequency response functions were measured from 0-200 Hertz.
As seen in the picture in figure 2-1, the motor base had an open front for access to
the motor base bolts. The base design was weak. The solution to this problem was
obvious. Cross bracing between the sides of the base was needed. The
maintenance department didn't want to permanently close off the opening to the
base. A "U" shaped plate was fabricated and bolted to the sides of the motor base.
Three bolts were used on each side (figures 2-4 and 2-5). The plate increased the
stiffness of the base and shifted the 56.4 Hertz natural frequency well above
operating speed.
The data in figure 2-6 shows a before and after comparison of the vibration on the
fan. The only modification made was the plate that was added to the front of the
motor base.
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