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    Describe Basic

    VibrationConcepts

    0 36090 270180

    Human DevelopmenConsultants Ltd.

    Training Module

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    All rights reserved. No part of this publication may be copied, reproduced, stored in a computer orretrieval system, published, distributed, or transmitted in any form or by any means whatsoever, including

    without limitation by mechanical means, photo copying, recording, digital or electronic media, the Internet,or otherwise, without the express prior written permission of HDC Human Development Consultants Ltd.(HDC). HDC grants to the purchaser of a Single User License(as defined in the agreement with suchpurchaser) a limited license to store the electronic file(s) on one computer only and to make a singlepaper copy of this publication. HDC grants to the purchaser of a Site License (as defined in theagreement with such purchaser) a limited license to store the electronic file(s) on one local area networkserver accessible by individual users' computers at one site or location only and to make paper copies ofthis publication for a companys employees at the same site or location only. Each site or location mustpurchase a separate Site Licensefor employees at that site. HDC grants the purchaser of a CorporateLicense(as defined in the agreement with such purchaser) a limited license to store the electronic file(s)on its intranet and on computers at company sites or locations and to make paper copies for any or allemployees. Nothing in the foregoing restricts, amends or abrogates the provisions of the agreementbetween HDC and the purchaser of the applicable license. Any copying or use other than pursuant tosuch a license is illegal. For further information, please consult the applicable license agreement

    This publication is designed to provide general information regarding the subject matter covered. Carehas been taken to ensure the accuracy of the information and that the instructions contained in thispublication are clear and reflect sound practice. The user understands that HDC is not providingengineering services. The user understands that any procedures (task steps) that are published orreferenced may have to be modified to comply with specific equipment, work conditions, companystandards, company policies and practices, legislation, and user qualifications. HDC does not make anyrepresentations, guarantees, or warranties of any kind whatsoever with respect to the content hereof andthe results to be achieved by implementing the procedures (task steps) herein. To the maximum extentpermitted by applicable law, in no event shall HDC be liable for any damages whatsoever (includingwithout limitation, direct or indirect damages for personal injury, damages to the environment, damages tobusiness property, loss of business profit, or any other pecuniary loss). The use of the information andprocedures (task steps) herein is undertaken at the sole risk of the user.

    ISBN 1-55338-005-3

    Canadian Cataloguing in Publication Data

    1. MachineryVibration. I. HDC Human Development Consultants.TJ177.D48 2000 621.811 C00-900600-1

    This training kit consists of the following parts:

    Training Module and Self-Check Knowledge Check and Answer Key

    Blank Answer Sheet Performance Check

    Published by HDC Human Development Consultants Ltd.

    Published in Canada

    HDC Human Development Consultants Ltd.

    Website: www.hdc.caE-mail: [email protected]: (780) 463-3909

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    Contents

    Training Objectives 1

    1 Introduction 1

    2 Purpose and Importance of Vibration Analysis 4

    3 Rotating Equipment Vibration & VibrationCharacteristics 53.1 Vibration Displacement and Frequency 5

    3.2 Vibration Velocity 10

    3.3 Vibration Acceleration 14

    3.4 Vibration Phase 17

    3.5 Random Vibrations and Shock Pulses 21

    3.6 Identifying Vibration Characteristics 22

    4Causes of Rotating Equipment Vibration 22

    4.1 Rotating Equipment Imbalance Vibration 23

    4.2 Rotating Equipment Misalignment Vibration 25

    4.3 Resonance 28

    5Vibration DetectionTransducers 31

    5.1 Displacement Transducers (Proximity Probes) 32

    5.2 Velocity Transducers 33

    5.3 Piezoelectric Accelerometer Transducer 35

    5.4 Mounting Transducers 36

    5.5 Using Handheld Mounted Transducers 38

    5.6 Transducer Location 39

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    Contents (continued)

    6Instruments for Displaying Vibration Data 40

    6.1 Fixed Vibration Instruments 41

    6.2 Portable Vibration Instruments 42

    7 Self-Check 47

    8 Self-Check Answers 53

    9 Glossary 53

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    Training

    Objectives

    Upon completion of this training kit, you will be able to:

    Describe the purpose and importance of vibration

    detection and analysis

    Describe the roles of operators and maintenance

    personnel in vibration detection and analysis

    Describe vibration characteristics

    Identify the three most common sources of vibration

    Describe the vibration characteristics for each source of

    vibration

    Identify the common types of vibration transducers

    Describe the effectiveness of different types of

    transducer mounting methods

    Describe vibration measurement instruments

    Complete the site vibration familiarization checklist

    NOTE This training kit may contain technical terms which are new to

    you. Refer to the glossary, located at the end of this module,

    for an explanation of terms.

    1 IntroductionEach major piece of equipment must function reliably to ensure

    optimal productivity. Of all the different types of equipment,

    rotating equipment tends to be among the most critical

    because:

    rotating equipment has moving parts that are more likely to

    fail than stationary parts

    failure of rotating equipment that is part of a process system

    often results in a loss of system throughputs and can

    potentially cause a complete shutdown of the system

    All rotating equipment vibrates. The amount of vibration

    indicates the condition of the equipment. Because vibration can

    be seen, felt, and heard, you can determine if rotating

    equipment is operating normally or if there is a change in the

    equipments vibration.

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    Using your senses to determine vibration levels requires

    experience. You must first be able to identify the vibration

    created by equipment operating normally (that is, establish a

    base line for normal vibration) in order to identify abnormalvibration. When the vibration of a piece of equipment slowly

    changes over a period of time (for example, six months), you

    may not be able to recognize the change in vibration because:

    the day-to-day change in vibration is too small to be

    detected

    you may forget the baseline vibration of the equipment

    As rotating equipment technology improves and becomes more

    reliable and energy efficient, vibration levels drop. Using your

    senses to detect and measure these lower levels of vibration is

    not sufficiently reliable to determine the operating condition of

    the equipment. Using vibration detection and diagnostic

    instruments improve the reliability of vibration measurements.

    Vibration instruments also provide data on specific vibration

    characteristics such as frequency and amplitude.

    Vibration detection and diagnostic

    instruments may either be permanently

    installed or portable:

    permanently installedvibration

    detection instruments continuouslymonitor the vibration levels of

    rotating equipment.

    If the rotating equipment exceeds a

    preset vibration limit, the vibration

    detection instruments sound an

    alarm to notify you of the operating

    condition. If the rotating equipments

    vibration level continues to rise and

    exceeds a second preset vibrationlimit, the vibration detection

    instruments will shut down the

    rotating equipment.

    Figure 1Fixed Vibration Detection

    Instrument

    DANGER ALERT

    GAP

    A B

    BUFFERED TRANSDUCERS

    OK

    DANGER

    ALERT

    BYPASS

    DUAL VIBRATIONMONITOR

    4

    3

    2

    1

    0

    5

    4

    3

    2

    1

    0

    5- 24 -

    - 20 -

    -16 -

    - 12 -

    - 8 -

    - 4 -

    - 0 -

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    portable vibration

    detectioninstruments allow

    company personnel to

    measure equipmentvibration on both a routine

    and a needs basis. On a

    needs basis, vibration

    readings can help to

    determine the specific

    location and cause of

    vibration.

    Figure 2Handheld VibrationDetection Instrument

    Vibration detection instruments detect vibration by converting

    vibration to electrical signals. The signals are amplified and

    then displayed as data on a meter, a digital display, or a chart.

    Personnel then interpret the data to determine the location and

    specific cause of the vibration. The vibration may be due to a

    number of factors including:

    imbalance

    misalignment

    resonance mechanical defects of bearing, couplings, etc.

    Often, routine equipment vibration measurements are taken as

    part of a facilitys preventative and predictive maintenance

    program. When new or rebuilt rotating equipment is first

    operated, a base line for vibration is established. As the

    equipment wears, company personnel can compare the current

    vibration data with base line vibration data to determine the

    degree of change in equipment operating conditions. The

    information is then used to identify the cause of the abnormalvibration and predict when a failure might occur. A more

    informed decision can then be made as to the type of corrective

    action required to optimize production and minimize losses.

    ON OFF

    PHONES

    MILE

    02

    4 6 8 1214

    AMPLITUDE

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    This module, Describe Basic Vibration Concepts, describes

    vibration characteristics, causes of vibration, and methods used

    to detect vibration. This module also describes common types

    of instruments used to measure vibration and identifies thevibration instruments specific applications. A more advanced

    module titled Perform Vibration Analysisprovides directions for

    using vibration data to identify sources of vibration, to

    determine the severity of the vibration, and to help decide on

    the best course of action.

    2 Purpose and Importance of

    Vibration AnalysisAll rotating equipment vibrates to some degree. Maintaining the

    equipments vibration level within the manufacturers

    specifications contributes to the safe and cost-effective

    operation of that equipment. Excessive equipment vibration

    could lead to premature equipment failure, increased

    maintenance cost, and decreased productivity. To effectively

    monitor equipment vibration, maintenance personnel

    periodically conduct a vibration analysis. Vibration analysis is

    the process by which maintenance personnel:

    take vibration readings from rotating equipment

    determine the severity of the vibration

    identify the cause of excessive vibration in the equipment

    suggest corrective action to eliminate the vibration problem

    At some facilities, vibration analysis is used as part of a

    comprehensive preventative and predictive maintenance

    program. Maintenance personnel use vibration data to predict

    the amount of time the rotating equipment can run before

    breakdown. Preventative action can then be taken to avoid

    costly repairs and lost productivity. If an effective preventativeand predictive maintenance program is used, the following

    benefits can be realized:

    safer work environment

    higher productivity

    increased operating time

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    higher levels of rotating equipment performance

    decreased maintenance cost

    lower energy cost

    reduced product waste

    3 Rotating Equipment Vibration and

    Vibration CharacteristicsVibration is defined as a back and forth motion across a neutral

    position (equilibrium). The back and forth motion of a vibrating

    object is complex because the vibrating motion has several

    different characteristics including:

    displacement

    frequency

    velocity

    acceleration

    phase

    Industry uses several different methods, including numerical

    values and graphs, to describe these characteristics of

    vibration. Maintenance must be able to use the various forms of

    vibration data to analyze equipment vibration and determine the

    vibrations source.

    3.1 Vibration Displacement and Frequency

    Graphs of the vibrating motion are often used to describe the

    characteristics of the vibration. For example, the back and forth

    motion of the vibrating rod in Figure 3 can be measured and

    results plotted on graph paper. The motion of the vibration is

    depicted as a wave form (known mathematically as a sine

    wave form).

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    Figure 3Graphic Representation of a Vibrating Object

    Peak

    Displacement

    Displacement 0

    Peak toPeak

    Positionof Rod

    Time

    Period(time for one cycle)

    The graph in Figure 3 describes two vibration characteristics:

    Displacementis the distance the vibrating metal rod moves

    from its neutral position. The graph shows the maximum

    displacement aspeak amplitude. Peak-to-peak amplitudeon

    the graph indicates the maximum distance the rod moves from

    one extreme position to the other extreme position.

    Displacement is measured in mils (one mil is equal to 0.001

    inch) or in micrometers (one micrometer is equal to 0.001

    millimeters). When there is an increase in the rods

    displacement, the vibration becomes more severe.

    Frequencyis the number of vibration cycles that the rod

    experiences in one second. The graph in Figure 3 shows one

    cycle of the rods vibration and theperiodof time required to

    complete that cycle. Mathematically, the frequency of the

    vibration is calculated by using the following formula:

    Frequency =1

    = cycles per second, or hertz f =1

    t =1

    period t f

    Frequency = number of cycles

    f =cycles

    time t

    or

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    Several important vibration analysis concepts are associated

    with frequency:

    All objects have a naturalvibrating frequency. If an object is

    struck (e.g., with a hammer), the object will vibrate at itsnaturalfrequency. Most equipment has more than one

    natural vibration frequency. The natural frequency of the

    equipment changes when the equipment is weighted or

    when bracing is added.

    An increase in vibration frequency results in an increase in

    vibration severity (the degree to which the vibration

    contributes to component failure). Each time the metal

    completes one cycle of vibration, the metal experiences

    stress. As the frequency increases, the metal flexes more

    often. If the vibration stress is above the metal fatigue limit,

    the increased frequency of flexing reduces the time for the

    metal to fail due to fatigue.

    The severity of vibration in equipment tends to remain

    constant (reaches a steady state) because the materials

    making up the equipment absorb the energy created by the

    vibrating forces. However, if the forced vibration is at the

    same frequency as the equipments natural vibration

    frequency, the vibration is amplified. Amplification of the

    vibration occurs because the motion of the forced vibrationis in time with the natural vibration. An example of this

    condition, known as resonance, would be pushing a child on

    a swing. If timed correctly, each push adds to the amplitude

    of the swings motion.

    The motion of a point on a rotating shaft can be described in

    terms of a sine wave, as shown in Figure 4. The graph

    shows the verticalposition of the point on the shaft as the

    shaft rotates. In this graph, time is measured in terms of

    degrees.

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    0

    Po

    sition

    Time

    90 270180 360

    90

    270

    3600 180

    The ability to describe rotation in terms of a sine wave is

    fundamental to vibration analysis. For example, an

    imbalanced shaft exerts a force that produces a vibration

    which matches the rotational speed of the shaft.

    If the rotational speed of the shaft matches the natural

    frequency of the equipment, severe vibration occurs

    because resonance is created. The term critical speedis

    used to identify the rotational speed which matches the

    equipments natural vibration. Manufacturers attempt to

    design equipment so that the critical speed is outside the

    operating range of the equipment. However, some turbines

    have a critical speed which is below the operating speed of

    the turbine. During startup, the turbine must pass through

    the critical speed to reach the operating speed. When this

    situation occurs, the manufacturer recommends that the

    turbine be brought up to the operating speed as quickly as

    possible. This startup strategy minimizes the length of time

    at which the turbines rotation speed is near the critical

    speed.

    In vibration analysis, the fundamental frequency equals the

    equipments rotational speed. The fundamental frequency

    can be represented as revolutions per second:

    1 Hz (frequency)= 1 rps (revolution per second)

    Figure 4GraphicRepresentationof a Rotating

    Point

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    Some vibration instrument manufacturers refer to the

    rotational speed in terms of rpm (revolutions per minute). To

    convert units:

    rpm = 60 rps = 60 Hz

    rpm = 60 x rps rpm = 60 x Hz

    rps =rpm Hz =

    rpm60 60

    Harmonicsare vibration frequencies which are exact

    multiples of the fundamental frequency. To calculate a

    harmonic frequency, multiply the fundamental frequency by

    any whole number (times 1, times 2, etc.). For example, ifthe fundamental frequency is 1000 Hz, the next two

    harmonic frequencies would be 2000 Hz and 3000 Hz.

    Since the fundamental frequency equals rotational speed,

    harmonics can then be calculated as multiples of the rps

    (example, 1 x rps, 2 x rps, etc.). Some vibration instrument

    manufacturers express the harmonic frequencies in terms of

    rpm (example, 1 x rpm, 2 x rpm, etc.).

    Often the presence of harmonic frequencies is an indication

    of the source of the vibration. The training kitPerform

    Vibration Analysisprovides a detailed description of the

    relationships between vibration characteristics and the

    source of the vibration.

    When two adjacent machines are operating close to the

    same rpm, a sound which alternately builds up and then falls

    in amplitude can sometimes be heard. This sound is called a

    beatfrequency. The beat frequency is equal to the difference

    between the two rpms of the machines. For example, one

    machine is operating at 600 rpm (10 Hz) and another

    machine is operating at 660 rpm (11 Hz). The difference in

    rotational speed between the two machines is 60 rpm (1 Hz).

    In this example, the amplitude of the sound rises and falls

    once per second. A beat frequency can sometimes cause

    difficulties in balancing equipment because the beat

    frequency can cause a continuous shift in vibration phase.

    Vibration phase is explained in section 3.4 of this module.

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    1 Second

    600 rpm

    (10 Hz)

    660 rpm

    (11 Hz)

    1 Second Beat

    Time

    Loudness

    3.2 Vibration Velocity

    Velocity is the measure of the speed of the vibrating object.

    Velocity is defined as distance divided by time. For example,

    the distance between two cities is 300 kilometers. If it takes 3

    hours to drive the 300 kilometers, the velocity is 100 km/hr

    velocity =distance

    =300 km

    =100 km

    time 3 h h

    In Figure 6 below, the instantaneous velocity of the vibrating

    rod at the extreme positions of its motion (identified by points

    B and D on the graph) is zero because the rod has to stop

    momentarily and then reverse direction.

    Positionof Rod

    Time

    0 90 270180 360A

    C

    D

    B

    Zero Velocity at ExtremeDisplacement Positions

    Displacement

    E

    Figure 5Beat Frequency

    Figure 6Velocity atExtremeDisplacementPositions

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    At the extreme displacement positions, B and D:

    Starting at position B on the graph in Figure 7, the rod speeds

    up until it reaches the neutral displacement position (point C on

    the graph) and then begins to slow down until it reaches the

    other extreme position (position D). At the neutral position, the

    rod is traveling at its maximum velocity.

    Positionof Rod

    Time

    0 90 270 360A

    C

    D

    BMaximum Velocity of

    Neutral Displacement Position

    Displacement

    180

    E

    Since velocity is defined as distance divided by time, the

    velocity at any point on the displacement graph can be

    represented by drawing a tangent (sloped line) to the curve at

    that point (see Figure 8).

    Figure 7Velocity at

    Neutral Position

    instantaneous velocity = 0 displacement

    = 0 velocity

    time

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    Positionof Rod

    Time

    0 90 270180 360A

    C

    D

    Displaceme

    nt

    B

    Displacement

    Time

    X

    E

    The velocity at point X in Figure 8 is determined by the slope of

    the tangent:

    velocity = where means changedisplacement

    time

    The velocity of the rod can be calculated for all points on the

    displacement graph and the results graphed as shown in

    Figure 9.

    The velocity of the vibration is directly related to displacement

    and frequency. An increase in displacement or an increase in

    frequency results in an increase in the velocity of the vibration.

    Since both displacement and frequency are also indicators of

    the severity of vibration, vibration velocity is often used as a

    direct measure of vibration severity. On large rotating

    equipment, the fixed vibration protective devices often use

    vibration velocity as the parameter for measuring vibration

    severity.

    Figure 8Velocity as aTangent to the

    DisplacementCurve

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    Positionof Rod

    Time

    0 90 270180 360A

    Displacem

    ent

    C

    D

    Positionof Rod

    Time

    0 180 360

    A

    90 270

    MaximumVelocity

    E

    B C

    C

    Object Momentarilyat Rest

    Velocity

    Displacement

    Time

    DISPLACEMENT

    VERSUS TIME

    VELOCITYVERSUS TIME

    B

    MaximumVelocity

    MaximumVelocity

    E

    Vibration velocity is normally measured in millimeters per

    second, or inches per second. As an example, a protective

    device for an electrically driven centrifugal pump may be set to

    shut down the pump when the pumps vibration exceeds

    5 mm/s (five millimeters per second) which is equivalent to

    0.2 in/s (inches per second).

    Figure 9Velocity Graph

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    3.3 Vibration Acceleration

    Acceleration is defined as the rate of change of velocity. As

    examples:

    1. To win a race, a race car accelerates rapidly to reach the

    maximum velocity in the shortest time possible.

    2. A passenger car accelerates slowly to reach the maximum

    allowable velocity to ensure passenger comfort and fuel

    economy. Vibrating objects also experience acceleration. At

    the extreme positions of vibration, the object experiences

    maximum acceleration because it has to change direction.

    At the neutral position, the vibrating rod momentarily reaches

    its maximum velocity, and no acceleration takes place.

    Figure 10 uses the velocity graphic (from Figure 9) to identifythe rods acceleration at the rods extreme and neutral

    positions.

    Positionof Rod

    0180 360

    AE

    B D

    C

    Maximum Acceleration(extreme displacement

    positions)

    Velocity

    Displacement

    Time

    90 270

    Zero Acceleration(neutral displacement

    positions)

    Time

    Figure 10Acceleration atExtreme andNeutralDisplacementPositions

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    At neutral displacement positions A, C, and E the acceleration

    is zero. At extreme displacement positions B and D the

    acceleration is at maximum. Since acceleration is defined as a

    change in velocity divided by time, the acceleration at any pointon the velocity graphic can be represented by drawing a

    tangent to the curve at that point (refer to Figure 11).

    End of Sample

    A full licensed copy of this kit includes:

    Training Module and Self-Check

    Knowledge Check and Answer Key

    Blank Answer Sheet

    Performance Check