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7/21/2016
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© Artec Machine Systems | 2016 Page 1
Reproduction by any means for any purpose prohibitied without written permission by
Artec Machine Systems
AGMA Webinar – 21 July 2016 – 1 pm
Prepared and Submitted by:
Artec Machine Systems26 Commerce Drive, North Branford, CT 06471
Part 3 – Condition MonitoringImportance / Parameters to Monitor / Periodicity
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Learning Objectives
A Gearbox Field Inspection Program:• What to monitor and observe• How to establish ongoing Maintenance Procedures to
extend the life of a gear unit• How to avoid extensive collateral failures
This is not a design forum.
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We bring to you this AGMA Webinar Series:
Gearbox Field Inspections – Part I : Load Distribution
Gearbox Field Inspections – Part II : Lubrication
Gearbox Field Inspections – Part III : Condition Monitoring
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AGMA has several references to condition monitoring that can be useful in setting up an inspection program. While there are several standards written for a specific application group the suggestions are generic for many types of gear services:
AGMA 919-1-A14 - Condition monitoring and diagnostics of gear units and open gears. Part 1 – Basics.
AGMA AWEA 921-A97 Annex G – Recommended Practices for Design and Specification of Gearboxes for Wind Turbine Generator Systems
ANSI AGMA AWEA 6006-A03 Annex F - Standard for Design and
Specifications of Gearboxes for Wind Turbines
ANSI AGMA 6015-A13 Annex K - Power Rating of Single and Double Helical Gearing for Rolling Mill Service
Some AGMA Reference Material
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Condition Monitoring
What is it?
Condition monitoring is the process of monitoring a parameter(s) of
behavior over time which may show a pattern indicative of developing
issues. Often referred to as trending.
The use of condition monitoring allows
maintenance to be scheduled, or other
actions to be taken to prevent failure
and avoid its consequences.
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To be effectively implemented, a condition monitoring
program should have the support of not only the
maintenance, operational and engineering
departments, but also executive management.
Condition monitoring
Who is involved?
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Maintenance StrategiesA foundation…
1. Reactive Maintenance
Run to Failure
2. Preventative Maintenance
Based on time or hours
3. Predictive Maintenance
Based on Actual Condition
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Risk Mitigation Through Regular Condition
Monitoring and Subsequent Maintenance
A B EDC FNEW
Condition without service
Condition with service
Extend the overall
service life through
regular maintenance
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Equipment Priorities
Priority A – Equipment essential to production process. Business cannot survive should downtime occur. Generally continuous service without installed spare equipment. AKA “Special Purpose”.
Priority B – Redundant equipment. Usually spared or noncritical service. AKA “General Purpose”.
Priority C – Highly redundant equipment. Interruption of operation for several days is acceptable. Hardly any impact on the production process.
We will primarily be discussing Priorities A during this presentation.
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Critical items to the Condition Monitoring Process
Establish a baseline Consistent measurements and samples Comparison of data collected to baseline
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Importance of Establishing a Baseline
Simply put the Baseline is a starting point used for comparisons.
Since condition monitoring is concerned with relative change, the starting point must be established. One data point is NOT monitoring.
It is important to obtain baseline information as soon as physically possible after start up of the equipment or after this slide is presented to you.
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Condition MonitoringThe two basic groups
Dynamic
Static
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Condition Monitoring - DynamicContinuously monitored dynamic performance parameters
Continuous Condition monitoring can provide useful information on
the health of the gears and bearings in a gear system. This could
include the following:
Sensory Inspection: touch, sound & smell
Temperatures: ambient, lubricant, bearing
Lube oil: supply pressure & flow
Acoustic Emissions (Sound)
Speed
Shaft Vibrations
Housing Vibration
Torque/Load
Lubricant Analysis
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Touch oftentimes can be the
first rudimentary indication of
an operating problem. Placing
your hand on a the gear
housing or on a bearing cap
can sometimes verify a gear
unit is operating at an
elevated temperature. This is
an age old check as the feel
of a hand can usually sustain
50-60C (122-140F) for a
limited period of time.
Condition Monitoring - Dynamic
Touch
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Condition Monitoring - Dynamic
Temperature: Ambient
Considering the ambient temperature for a condition
monitoring program is very important for gear units
operating in an open air environment. Seasonal variations
and length of the day can alter the gear unit operational
temperature considerably. For the purpose of monitoring
the unit’s condition, recorded values over time with these
variables are needed. Then a historic comparison can be
observed with the change of season.
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Temperature of gear units including lubricant, housings,
and bearings is one of the most critical parameters to
observe.
Temperatures should be measured during startup with
proper lubricant levels as well as under steady state
conditions when the gear unit has established thermal
equilibrium. The highest temperature measured should
be considered the baseline value.
Condition Monitoring - Dynamic
Temperature: lubricant, housing, bearings
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Condition Monitoring - Dynamic
Temperature monitoring - Types of Devices
Bimetallic thermometers
use the expansion
differences of dissimilar
metals or alloys in
contact with a single
temperature
Infrared Thermometer
(handheld) – detects
emitted IR energy from
the surface to
determining temperature
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Condition Monitoring - Dynamic
Temperature monitoring - Types of Devices
RTDs – resistant
element, often platinum
Thermocouples – measure
voltage potential across 2 wires
Imaging camera – detects emitted
IR energy from the surface to
determining temperature.
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Condition Monitoring - Dynamic
Example of bearing temp Alarm and Shutdown definition
Example Value
Measured 80°C
Alarm 90°C
Shut down 100°C
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Condition Monitoring - Dynamic
Pressure
Pressure switches
Pressure Gages
Pressure Transmitters
Pressure Regulators
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Condition Monitoring - Dynamic
Flow
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Sound is a vibration that propagates as a typically
audible mechanical wave of pressure and
displacement, through a medium such as air or water.
Monitoring sound measurements can be a complex
matter depending on a series of variables if any value
is obtainable. Ambient background, variations of
ambient conditions such as time of day and load will
alter recorded data appreciably.
Condition Monitoring - Dynamic
Sound
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It is assumed the gear unit as delivered into service has been
appropriately successfully tested at the gear vendor’s shop. This may
or may not have included a sound frequency test. Nevertheless its
performance will produce noise normal to its operating design.
What is noise?
Noise is unwanted sound. This results in a judgement call applying
discretion between sound and noise, where any sound may be
considered noise. Unwanted sound, changes in sound maybe a
determining factor whether there is something wrong with a gear unit.
Condition Monitoring - Dynamic
Sound
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Sound Power is the force on a surface where the sound energy is
emitted measured in watts. Unlike sound pressure it is not location
dependent rather the power emitted at the source.
Sound Pressure is the periodic pressure variation produced by the
sound wave resulting in a hearing sensation caused by the pressure
variation measured in decibels.
As a practical application condition monitoring references are in sound
pressure units.
Condition Monitoring - Dynamic
Sound
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A-WEIGHTING - dBA
Follows the frequency sensitivity of the human ear at low levels. The most
commonly used weighting scale, as it well predicts the damage risk of the ear. A-
weighting scaled meters will filter out much of the low-frequency noise, similar to
the response of the human ear.
B-WEIGHTING - dBB
Follows the frequency sensitivity of the human ear at moderate levels, used in the
past for predicting performance of loudspeakers and stereos, but not industrial
noise.
C-WEIGHTING - dBC
Follows the frequency sensitivity of the human ear at very high noise levels. The
C-weighting scale is flat, and therefore includes much more of the low frequency
range of sounds than the A and B scales.
Today nearly all noise measurements for hearing conservation are measured in
dBA resulting in misapplications and errors when figuring attenuation from hearing
protectors.
Condition Monitoring - Dynamic
Sound - Weighting
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• Establish Trending data
• Measurements should be taken 1 to 3 meters
from source (not directly at the source)
• Take measurements in at least 2 repetitive
locations preferably from vertical surfaces of the
gear unit
• Gear unit should be fully/partially loaded > 60%
© Artec Machine Systems | 2014
Condition Monitoring - Dynamic
Sound Level Meter – Method of Diagnostics
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Microphone location
The microphone should be located perpendicular to one of the unit’s major vertical
surfaces, near the approximate center but not less than 1.0 foot (0.3 meter) above the
mounted surface of the gear unit. (see figure ).
The distance between the
major vertical surface of the
gear unit and the microphone
a distance such as the
normal working distance of
an employee but not less
than one meter.
Ref AGMA 6025-D98 fig 1
Condition Monitoring - Dynamic
Sound Measurement
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Corrections for background noise
It is apparent if the ambient sound level is not appreciably lower than
the gear unit a field measurement monitoring program is not possible.
For example a gear unit train operating in an environment with other
running machinery. Nevertheless human senses are the most
versatile instruments one can employ. Tooth contact verification is a
visual check. Smelling the oil for changes in odor is a check. And
likewise hearing a gear unit operating can be a reliable sound check.
Condition Monitoring - Dynamic
Sound - Corrections
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Corrections for background noise
If it is necessary to take account of background noise, correction values, at each
measurement point should be chosen. The correct value depends upon the difference
in dBA between measurements and the background noise measurements.
Corrections values for background noise
Difference between gear unit Correction to be subtracted from
and ambient SPL in dBA the gear unit source SPL in dBA
3 3
4 to 5 2
6 to 9 1
10 or more 0
Condition Monitoring - Dynamic
Sound
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What to hear
There is much one can do to execute a sound check.
Remember sound is what you hear. Noise is sound you do not
want to hear.
Possibly you may have experienced listening to a gear unit that just does not
sound right. Or sounds different. So you shutdown to inspect the gear set. This
sense can be useful.
Record the number of teeth of each rotor.
Listen for any change in sound. Has it changed?
Is it a periodic attenuation of the normal sound level?
Is it synchronous with any meshing frequency?
Is it a multiple of any rotating frequency?
Condition Monitoring - Dynamic
Sound
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Key Phasor
Condition Monitoring - Dynamic
Speed
Laser Tachometer
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Condition Monitoring - Dynamic
Vibration Analysis
Two Main types of condition monitoring
Vibration
Continuous vibration monitoring
High or low magnitude of value
monitored
Periodic vibration analysis
Frequency spectrum analysis etc
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Condition Monitoring – Dynamic
Vibration Sensor Types
Vibration (shaft, GMF, bearings)
• Displacement
• Velocity
• Acceleration
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Condition Monitoring - Dynamic
Typical vibration probe, key phasor arrangement
Vibration probe
Key phasor
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Condition Monitoring - Dynamic
Casing Accelerometers
Casing Accelerometers maybe judged according to ISO 8579-2
standard (1993)
Here are some general recommended settings
Indication from the acceleration probe "PEAK" values:
A(max)< 8 g
A(Alarm)=14 g
A (shutdown)=20 g
A low pass filter of at least 10'000 to 20'000 Hz must be used
(depending on tooth frequency and natural frequency of the
probe).
To set the Alarm/Trip value as above.
2 times gear mesh frequency and above typically exhibits low
energy even at higher G values
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Zone A: Values, which are usually measured after start-up of a new machine.
Zone B:Installations with these values can usually be operated without any limitations.
Zone C:Installations with these values should not remain in continuous operation. The
drives should be generally overhauled and/or further investigations undertaken.
Zone D:Installations with these values are at risk and should be shutdown. A general
overhaul is necessary.
Condition Monitoring – Dynamic
Gearbox Diagnostics / ISO 10816
Measuring and Analyzing acc. ISO 10816 - 3
And defining acceptance criteria
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Condition Monitoring – Dynamic
ISO 10816-3 Vibration Severity Chart / Reasonable Limits
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Condition Monitoring - Dynamic
Vibration Analysis
Vibration analysis is a powerful tool that when
integrated into an overall inspection program will help
save maintenance costs by:
1. Reducing the risk of unexpected downtime
2. Extremely effective safeguard against total loss
3. Timely ordering of replacement parts to reduce
expediting costs
4. Advance planning shortens repair and inspection times
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Some of the specific types of problems which cause vibration
which can be detected in an analysis:
Roller Bearing defects or wear
Damaged or worn teeth
Misalignment; internal or external
Rotating looseness or imbalance
Resonance, loose components
Bending or eccentricity
Unequal thermal effects
Bad (worn/misaligned) belt drives
Condition Monitoring - Dynamic
Vibration Analysis
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Instituting a Routine Vibration Monitoring Program
Pre visit preparation; determine bearing, and gear kinematics, study gear layout, program vibration route…
initial visit establishes a baseline, preferably under a loaded condition
Subsequent visits are compared to the baseline and establish statistical alarm / warning limits
Each set of measurements are analyzed for frequency, phase, and amplitude
All amplitudes are compared to suggested standards established by (ISO) International Standards Organization, API or OEM.
Condition Monitoring - Dynamic
Vibration Analysis
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Condition Monitoring - Dynamic
Required data for vibration analysis
• Shaft speeds
• Gear mesh frequency
• Driver/Driven associated frequencies
• Bearing frequencies
• Multiple Bearings
• Multiple Meshes
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Condition Monitoring - Dynamic
Vibration Analysis - Kinematics
Gear Kinematics can be calculated from the number of teeth and the type of gear.
Simple parallel or right angle gears are the number of teeth times shaft rotation to
get the GMF gear mesh frequency
Epicyclical gears have formulas that depend on fixed and rotating components
GEAR MESH FREQUENCY: number of teeth X shaft rotation
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Gearbox Diagnostics
Vibration Analysis - Kinematics
roller count BPFO BPFI FTF BSF
23232 EAS.M 18 7.63 10.37 0.42 3.13
23232CC W33 18 7.76 10.23 0.43 3.47
23236CC W33 19 8.23 10.76 0.43 3.58
231SM300MA 7.82 10.17 0.43 3.68
BPFO – Ball Pass Frequency of the Outer race (frequency created when all the rolling
elements roll across a defect in the outer race)
BPFI – Ball Pass Frequency of the Inner race (frequency created when all the
rolling elements roll across a defect in the inner race)
FTF – Fundamental Train Frequency (frequency of the cage)
BSF – Ball Spin Frequency (circular frequency of each rolling element as it spins)
Bearing Kinematics are available from the manufacturer (see chart above)
The frequencies in this chart are base on running speed (orders) to calculate the
actual frequency multiply by the shaft speed.
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Kinematics KPU-210
Timken Bearing
Sun z = 23
planets z = 41
annulus z = 103
Pinion z = 17
Bevel wheel z = 37
sun z = 23
planets z = 35
annulus z = 91
Spherical Roller bearing
Axial bearing
Axial bearing
Spherical Roller bearing
Spherical Roller bearing
Timken Bearing
Spherical Roller bearing
Timken Bearing
Condition Monitoring - Dynamic
Vibration Analysis - Kinematics
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Typical measurement points for reducer
gearbox with anti friction bearings
Pick up point 11
blue, vertical
Pick up point 9
yellow, vertical
Pick up point 1
yellow, horizontal
Pick up point 3
blue, horizontalPick up point 4
white, horizontal
Pick up point 7
blue, vertical
Pick up point 6
red, vertical
Pick up point 8
white, vertical
Pick up point 2
red, horizontalPick up point 10
red, horizontalPick up point 12
white, horizontal
Pick up point 5
yellow, horizontal
Condition Monitoring - Dynamic
Vibration Analysis - Kinematics
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Condition Monitoring – Dynamic
Vibration Sensor Selection Guidelines
Displacement probes:
At lower input speeds, and at all speeds when hydrodynamic bearings,
such as journal or tilting pad bearings, are used, vibratory displacement
units and proximity probes are commonly used.
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Condition Monitoring – Dynamic
Vibration Sensor Selection Guidelines
Accelerometers or Velometers:
• On rolling element bearings are used to track the vibration of the
lower shaft orders, referenced as first (1st), second (2nd), third (3rd)
and fourth (4th) orders, typically, are analyzed using units of velocity.
• At higher shaft speeds, and on housing measurements of units with
hydrodynamic bearings with high gear mesh frequencies, vibratory
acceleration units may be preferred, depending on the specific
application.
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Condition Monitoring – Dynamic
Continuous Control Panel (HMI)
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Condition Monitoring – DynamicSingle sensor trend plot
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Condition Monitoring – Dynamic
Torsional Displacement can be measured by probe or laser
• Input motor torque correlated with the applied motor
current
• Measures Torque and fluctuations
• Linear vibration trending methods applied to torsional
vibration
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Condition Monitoring – Dynamic
Torque
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No. Symbol Signal
1 Speed
2 Shaft vibration
8 Acceleration uniaxial
1 Torsion
6 Temprature
Condition Monitoring System – CMS für KPBV + COPE
Condition Monitoring - Dynamic
Complete monitoring system: example
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Operating Range
Operating Data Monitoring
Normal operating range Gearbox performs well and operates normally.
Caution range Gearbox may still be operated however continuous trend monitoring must
be adhered to.
Depending on the fault, further actions such as power reduction or shut
down may be required.
Danger range Danger for man and machine
Any operation within this range is forbidden.
If the system does not stop automatically, stop it immediately!
Low Low Low High High High
Danger range Caution range
Normal
operating
range
Caution range Danger range
Example:
for pressure, temperature, speed or level range. Can be adapted for many other parameters
power draw, torque, vibration, oil contamination…
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Condition Monitoring - Dynamic
Typical operating parameters & set-points for alarm / shutdown
Setting points of instruments
MFR (Model) / SN XXXXXXX
Pos. DescriptionFAT
Measured
Installed
MeasuredAlarm Shut Down
T1.1 RTD, radial bearing, pinion 77.56°C ~ 98°C 108°C 113°C
T in RTD oil inlet 50°C 50°C 70°C 75°C
V21 Radial vibration, pinion vertical 10.41 µm ~ 6.5 µm 86 µm 111 µm
V31 Axial displacement, wheel - 275.5 µm - 180 µm - 500 µm - 600 µm
V32 Axial displacement, wheel ~µm - 170 µm + 500 µm + 600 µm
V42 Speed, wheel 5209 rpm 4438 rpm
V45 Casing Vibration 5 mm/s 5 mm/s 15 mm/s 22 mm/s
P34 Oil Inlet Pressure 1.5 bar 1.5 bar 1.2 bar 1.0 bar
F35 Flow 470 L/min
470
L/min
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Trend analysis provides the best indication of health for
oil samples.
Trend analysis uses the historical oil sample results as
the basis for normal test results. A trend is established
by repeated oil sample results from the same machine.
Three to five oil samples are needed to establish a
baseline
Oil hours and equipment hours must be correct for
effective trend analysis
Every effort should be made to correctly fill out the
sample label
Lubrication
Baseline Establishment
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RackFRI-6-HY -
0916
T UE -13-HY -
0830
W E D-9-HY -
0803
T UE -11-HY -
0614
W E D-7-HY -
0518
FRI-7-HY -
0325
T HU-8-HY -
0224
W E D-9-HY -
1222
T HU-12-HY -
1125
T HU-9-HY -
0909
Lab Number 1710172 1706109 1700621 1689977 1684637 1673248 1667291 1654804 1649309 1632463
SIF No PC -? PC -? PC -? PC -? PC -? PC -? PC -? PC -? PC -? PC -?
TestPkg 2-Mar 2-Mar 2-Mar 2-Mar 2-Mar 2-Mar 2-Mar 2-Mar 2-Mar 2-Mar
Sample Date 8/26/2011 8/18/2011 7/23/2011 6/2/2011 5/4/2011 3/4/2011 2/7/2011 12/17/2010 11/16/2010 8/25/2010
Fluid
Typical |
Base PE438 PE438 PE438 PE438 PE438 PE438 PE438 PE438 PE438 PE438
DiagName BILLQ BILLQ KEVIN KEVIN KEVIN KEVIN KEVIN KEVIN KEVIN KEVIN
ImgColor
Fe 15 | 30 1.6 1.7 1.7 1.7 1.7 1.8 2 1.9 1.9 1.9
Cr 4 | 8 0 0 0 0 0 0 0 0 0 0
Mn 0 0 0 0 0 0 0 0 0 0 0
Ni 2 | 5 0 0 0 0 0 0 0 0 0 0
Ti --- | --- 0 0 0 0 0 0 0 0 0 0
TAN 0 | 0.04 0.05 0.059 0.06 0.09 0.05 0.04 0.03 0.03 0.03 0.03
Kv@40°C 34.9 | 34.0 34.3 34.1 34.5 33.7 34 34.2 33.9 33.9 34.5 33.8
Kv@100°C 6.3 | 5.59 5.5 5.6 5.5 6.3 6.4 6.5 6.4 6.4 6.5 6.6
Grade ISO 32 ISO 32 ISO 32 ISO 32 ISO 32 ISO 32 ISO 32 ISO 32 ISO 32 ISO 32
VI | 110 93 101 92 139 142 146 143 143 144 154
Img MPC
>4µm(c) 2µm --- 159 461 413 680 346 133 471 977 681 3797
>6µm(c) 5µm 640 78 182 83 173 89 29 108 209 137 402
>14µm(c) 15µm 80 24 52 6 15 8 4 14 21 11 33
>200µm 0 0 0 0 0 0 0 0
ISO Code 16/13 13/12 15/13 14/10 15/11 14/10 9-Dec 14/11 15/12 14/11 16/12
ImgBottom
White Metal NONE NONE VLITE NONE NONE VLITE VLITE VLITE NONE NONE
Babbitt NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE
Precipitate NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE
Silt NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE
Debris NONE NONE NONE NONE NONE NONE NONE VLITE NONE NONE
Dirt NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE
Appearance NORML NORML NORML NORML NORML NORML NORML NORML NORML NORML
Odor NORML NORML NORML NORML NORML NORML NORML NORML NORML NORML
H2O(Emul) NEG NEG NEG NEG NEG NEG NEG NEG NEG NEG
H2O(Free) NEG NEG NEG NEG NEG NEG NEG NEG NEG NEG
Condition Monitoring – DynamicOil-Sample trending spreadsheet
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Condition monitoring can provide useful information on the health
of the gears and bearings in a gear system. This could include the
following:
Sensory Inspection: Smell & Visual
Structural inspection
Tooth contact check
Bearing accuracy check
Alignment
NDT
Alignment problems, micropitting and cracks are examples of
distress that are difficult or impossible to detect while the gear unit
is in operation.
Condition Monitoring - StaticStatic monitoring parameters – gear unit not in operation
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Odor test
Carefully sniff the oil sample. Compare the
smell of the used oil sample with that of
new oil. The used oil should smell the same
as new oil, that is, it should have a bland,
oily odor. Oils that have oxidized have a
“burnt” odor, or smell acrid, sour or
pungent.
Ref AGMA/AWEA 921-A97 ref G.4.2.2
Condition Monitoring - Static
Smell
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Condition Monitoring - Static
Visual structural inspection
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Condition Monitoring - Static
Tooth Contact Pattern – Double helical gear
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Condition Monitoring - Static
Tooth Contact Pattern – Single helical gear
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Clearances higher than specified:• Hydrodynamic Bearings –
• High vibrations• Tooth contact issues
• Roller bearings –• Tooth contact issues
Condition Monitoring - Static
Bearing clearance check
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Alignment can be influenced by: Cracks in case Foundation issue Bearing clearance
Condition Monitoring - Static
Alignment
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Condition Monitoring - Static
Non Destructive Evaluation
Dye Penetrant
MPI
Magnetic Particle
Inspection
Ultrasonic (sub surface discontinuities)
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Photography
DSLR – digital single-lens reflex camera
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Photography
Digital Magnifying Camera
50x Zoom Type Lenses are great
tools for analysis of surface defects.
The resolution is great. It is portable
with the use of a laptop and very easy
to install and operate hardware. One
can use it on curved surfaces and roll
it to produce a series of pics of
contoured surfaces. Very light and
portable.
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Photography
Digital Magnifying Camera – 50x
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Reporting
Key Data for Record Keeping, Trending and Observation
• Conclusion / Recommendation
• Reason for Outage
• Situation of the Installation
• Work Carried Out / Findings Results
• Remaining Work
• General Remarks
• Parts on Hand
• Replacement parts
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Reporting
Record Keeping, Trending and Observation
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General Maintenance Schedule Guideline for Gearboxes
Not Gearbox Specific! Guideline only!Maintenance schedule for Gearboxes (General recommendation, not plant specific)
Daily or permanently
Weekly
After the first year of operation
Annually or every 8'000 operating hours
Every 20'000 operating hours
Every 40'000 operating hours
As required (special)
Description of work Remarks
Gearbox
Check drive groupe for leaks X X X X X X X
Check rotors visually X X X X X
Check load tooth bearing pattern on toothing X X X X X
Check and retighten gearbox anchoring X X X X X
Check all important bolt connections X X X X X
Check tooth contact pattern (blue ink test) X X X X
Check alignment of gearbox - driving machine X X X X In uncoupled condition
Check alignment of gearbox - driven machine X X X X In uncoupled condition
Dismantling and inspection of all gearbox parts X X
Lubrication and monitoring system (if applicable)
Record operating data X X X X X X X In operating condition
Check operating data X X X X X X X
Check oil level X X X X X X X
Check p of lub oil filter (if not monitored) X X X X X X X Indication
Check lubrication unit for leaks X X X X X X X In operating condition
Check all important bolt connections X X X X X X
Lube oil filter check, clean or replace if required X X X X X According to supplier
Check lube oil for water content / contamination X X X X X
Analyse lube oil X X X X X By customer / supplier
Check of instruments and interlocks X X X X According to supplier
Record and check setting points X X X X
Check and clean lube oil cooler X X X X According to supplier
Air filter check, clean or replace if required X According to supplier
Lube oil change (according to analysis) X According to supplier
Maintenance of components (motors, instruments, etc.) X According to supplier
Maintenance of components (valves, instruments etc.) X According to supplier
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General Maintenance Schedule Guideline for Gearboxes
Not Gearbox Specific! Guideline only!Maintenance schedule for Gearboxes (General recommendation, not plant specific)
Daily or permanently
Weekly
After the first year of operation
Annually or every 8'000 operating hours
Every 20'000 operating hours
Every 40'000 operating hours
As required (special)
Description of work Remarks
Gearbox
Check drive groupe for leaks X X X X X X X
Check rotors visually X X X X X
Check load tooth bearing pattern on toothing X X X X X
Check and retighten gearbox anchoring X X X X X
Check all important bolt connections X X X X X
Check tooth contact pattern (blue ink test) X X X X
Check alignment of gearbox - driving machine X X X X In uncoupled condition
Check alignment of gearbox - driven machine X X X X In uncoupled condition
Dismantling and inspection of all gearbox parts X X
Lubrication and monitoring system (if applicable)
Record operating data X X X X X X X In operating condition
Check operating data X X X X X X X
Check oil level X X X X X X X
Check p of lub oil filter (if not monitored) X X X X X X X Indication
Check lubrication unit for leaks X X X X X X X In operating condition
Check all important bolt connections X X X X X X
Lube oil filter check, clean or replace if required X X X X X According to supplier
Check lube oil for water content / contamination X X X X X
Analyse lube oil X X X X X By customer / supplier
Check of instruments and interlocks X X X X According to supplier
Record and check setting points X X X X
Check and clean lube oil cooler X X X X According to supplier
Air filter check, clean or replace if required X According to supplier
Lube oil change (according to analysis) X According to supplier
Maintenance of components (motors, instruments, etc.) X According to supplier
Maintenance of components (valves, instruments etc.) X According to supplier
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Record Keeping
Data Trending is only as good as the bookkeeping
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Basic Inspection Needs
Reference Information
Gear Manufacturer
Year & model
Gear serial and model #s
Service history & maintenance record
Upgrades or alterations
Spare parts in stock held by the owner
Servicing dealer information
Annual operating hours log
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Typical Maintenance Plan
Determine Maintenance Scheme
Your company employees, supplier, service center or combination
Set Schedule for Maintenance of Gear (refer to gear manufacturer
manual & maintenance scheme)
Daily, Weekly, Monthly, Yearly
Set up Parts Inventory for Your Facility
What do you need vs. what don’t you need
Work with Service Center & other Operators – save costs
Keep Daily Log
Note and make necessary repairs ASAP
i.e. Leak will effect additional repairs if not addressed
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Question and Answer