97388.14 MHMBook PDF

Reference Manual
AMS Suite:
Machinery Health
Manager
Software for ReliabilityBased Maintenance
Part # 97388 Rev. 14

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4
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5
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Emerson uses the latest virus checking technologies to test 1. Please have the number of the current version of your
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reliable, we strongly advise that you use an anti-virus sys- firmware in Emerson Process Managements CSI 2100
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to the effect that the licensed software is virus-free. 2. If you have a problem, explain the exact nature of your
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When do they occur? Know what you were doing
NO WARRANTY
when the problem occurred. For example, what mode
THE PROGRAM IS PROVIDED "AS-IS" WITHOUT were you in? What steps did you go through? Try to
ANY WARRANTIES, EXPRESS OR determine before you call whether the problem is
IMPLIED, INCLUDING BUT NOT LIMITED TO ANY repeatable.
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6
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7
8
Contents
Chapter 1 Read This First

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Operating Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Functional Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Special Emphasis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
User Manual Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Contents of this Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Optional AMS Machinery Manager Applications . . . . . . . . . . . . . . . . . . . . . . . . 1-7
Operating Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-10
AMS Machinery Manager Client/Server Architecture . . . . . . . . . . . . . . . . . . .1-14
Single User and Network Configurations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-14
AMS Machinery Manager System Architecture . . . . . . . . . . . . . . . . . . . . . . . . .1-16
Database Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-17
Network Administration Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-17
AMS Machinery Manager Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-18
Equipment Configuration Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-18
RBMview Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-18
Framework Knowledge Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-18
Component Warehouses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-19
Application Specific Reference Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-19
HTML Help Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-19
Chapter 2 Overview of AMS Machinery Manager

The AMS Machinery Manager Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Areas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Measurement Points. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Database Capacities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Analysis Parameter Sets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Alarm Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Alarm Levels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Baseline Override. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Absolute Value. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Absolute Delta . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Alarm Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Alarm Codes in EXPORT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14
Alarm Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16
Color Scheme Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
User Interaction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19
Fault Frequencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27
AMS Machinery Manager Main Menu Options . . . . . . . . . . . . . . . . . . . . . . . . . 2-29
File Menu Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-29
Tools Menu Right-Mouse Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-39
Shortcut Bar Right-Mouse Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-40
View Menu Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-42
Help Menu Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-43
Chapter 3 Database Setup/Management DBASE

DBASE Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
File Menu Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Edit Menu Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
View Menu Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
Hierarchy Menu Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16
Tools Menu Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16
Help Menu Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Main Menu Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20
Tree Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
Periodic Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29
Modify Points. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-42
Analysis Parameter/Data Acquisition (Periodic). . . . . . . . . . . . . . . . . . . . . . . . . . 3-48
Analysis Parameter Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-58
Alarm Limit/Data Evaluation (Periodic) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-63
Fault Frequency Set Information (Periodic). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-69
Notepad Observations (Periodic). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-81
Database Global Information (Periodic). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-82
Notes, Examples, and Tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-86
Alarm Limit Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-86
Fault Frequency Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-88
10
Detail Mode Fault Frequency Set Examples. . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-88
Outputs of Fault Frequencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-96
When and How to Use the Fixed Tach Location . . . . . . . . . . . . . . . . . . . . . . . . .3-97
Oil Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-99
Analysis Parameter/Data Acquisition (Oil) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-116
Alarm Limit/Data Evaluation (Oil). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-123
Fault Frequency Set Information (Oil) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-126
Notepad Observations (Oil) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-126
Database Global Information (Oil) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-126
Thermography Technology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-127
Analysis Parameter/Data Acquisition (Thermography). . . . . . . . . . . . . . . . . . .3-132
Alarm Limit/Data Evaluation (Thermography) . . . . . . . . . . . . . . . . . . . . . . . . .3-132
Fault Frequency Set Information (Thermography). . . . . . . . . . . . . . . . . . . . . . .3-133
Notepad Observations (Thermography). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-133
Database Global Information (Thermography). . . . . . . . . . . . . . . . . . . . . . . . . .3-134
Motor Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-135
Analysis Parameter/Data Acquisition (Motor) . . . . . . . . . . . . . . . . . . . . . . . . . .3-137
Alarm Limit/Data Evaluation (Motor) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-137
Fault Frequency Set Information (Motor) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-137
Notepad Observations (Motor) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-137
Database Global Information (Motor) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-137
Ultrasonic Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-138
Analysis Parameter/Data Acquisition (Ultrasonic). . . . . . . . . . . . . . . . . . . . . . .3-143
Alarm Limit/Data Evaluation (Ultrasonic). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-143
Fault Frequency Set Information (Ultrasonic). . . . . . . . . . . . . . . . . . . . . . . . . . .3-143
Notepad Observations (Ultrasonic). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-143
Database Global Information (Ultrasonic). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-143
Chapter 4 Stored Data Management - DATMGR

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Data Management Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Show Routes on Tree/Show MeasPnt on Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Show Job Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Print (Database) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Print (Area) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
Print (Equipment). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-11
Print (Measurement Point) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-15
11
Delete (Database). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Delete (Area). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-19
Delete (Equipment) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Delete (Measurement Point). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25
AsgnOfR-Spec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26
AsgnOfR-Wave. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26
Data Statistics Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27
Overview of Function Bar Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-28
Clear Basline (Database). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-30
Clear Baslin (Area) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32
Clear Baslin (Equipment). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-33
Clr Ave/Sigm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-34
Clr All Stat. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-34
Set Basl = Ave . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-34
Calc New Stat. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-34
Manual Edit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-37
Data Label Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-38
Tree by Routes/Tree by Measurement Point. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-38
Change Label (Database) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-39
Change Label (Area). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-40
Change Label (Equipment) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-40
Change Label (Measurement Point). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41
Spctrl Data/Wavfrm Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-42
Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-42
Reset Ref . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-42
Chapter 5 Database Utility Functions - DBUTLY

DBUtly Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
DBUtly Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Other DBUtly Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
Copy/Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
Database Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
Copy vs. Cut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
Copying Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Moving Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
Source and Target Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
Copy/Move Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21
12
Modify Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-24
Database Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-24
Filter/Actions Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-25
Modify Equipment Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-29
Modify Measurement Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-32
Database Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-32
Filter/Actions Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-33
Modify Measurement Points Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-40
Chapter 6 Manual Data Entry - MANLOG
Chapter 7 Route Management- ROUTE

Route Limitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Creating A New Route . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4
Route Definition Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
Collection Options Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6
Technology Flags Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8
Selecting Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Auto-Build . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-10
Rename Old Routes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-12
Editing and Deleting Routes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-13
Edit An Existing Route . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-13
Delete An Old Route . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-17
Modify Route Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-18
Print A Route Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-23
Reorder Route List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-24
Define Multiple Route Load (MRL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-25
Using Data Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-27
Using MRL with the Machinery Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-28
Chapter 8 Previewer
Working with Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Setting Up the Previewer Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
13
Working with Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Formatting Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
Creating Connections with Other Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
Appendix A DBZIP / AUTOZIP

Using DBZIP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Regular User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3
Power User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
Using AutoZip . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17
Creating Archives from the command line using AutoZip. . . . . . . . . . . . . . . . A-17
14
Chapter 1
Read This First
Introduction
AMS Machinery Manager is a multi-technology data analysis software package designed
for Machinery Health Management programs. AMS Machinery Manager supports CSI
Machinery Health Analyzers, online condition monitoring systems, oil analysis and other
machinery health data collection devices.
AMS Machinery Manager consists of an integrated set of 32-bit MS-Windows based soft-
ware programs.
AMS Machinery Manager features and functions include:
Supports CSI 2117, 2120, 2130 and 8000-series portable analyzers.
Supports shared access to multiple AMS Machinery Manager databases via robust
client-server architecture.
Integrates vibration, tribology, thermography, ultrasonic, and motor measurement
and analysis technologies.
Features automated AMS Machinery Manager database set-up.
Provides extensive integrated status and reporting capabilities.
Note
To install software and prepare to use AMS Machinery Manager, refer to the
AMS Machinery Manager Installation and Administration Manual.
1-1
Operating Requirements
Emerson Process Management recommends the following resources for AMS Suite: Machinery Health
Manager 5.4:
Workstations
Minimum Requirements
Operating Systems I Windows XP Professional SP2 & SP3, Windows Vista Business SP1,
Vista Ultimate SP1, Vista Enterprise SP1*, Windows 7 Professional, Windows
Ultimate, and Windows 7 Enterprise.
Processor I 1.5 GHz, 1 GB of RAM (XP), 2 GB of RAM (Vista Business)
Network I
Ethernet (TCP/IP protocol)
Browser I
Internet Explorer 6 or later
Screen Resolution I
XGA (1024 x 768)
Other I
RS232 serial communications port (9-pin)**, USB 1.1 port
Recommended Requirements
Operating System I Windows XP Professional SP2 & SP3, Windows Vista Business SP1, Vista
Ultimate SP1, Vista Enterprise SP1*, Windows 7 Professional, Windows 7
Processor I 2.0 GHz Dual Core, 2 GB of RAM
Network I
Browser I
Screen Resolution I
SXGA (1280 x 1024), WSXGA (1680 X 1050)
Other I
Recommended Requirements for Online Live Transient Client
Operating Systems I Windows XP Professional SP2 & SP3, Windows Vista Business SP1, Vista
Ultimate SP1, Vista Enterprise SP1*, Windows 7 Professional, Windows 7
Processor I 2.33 GHz Dual Core, 2 GB of RAM
Video Card I
DirectX 9.0b compatible
Network I
Browser I
Screen Resolution I
SXGA (1280 x 1024), WSXGA (1680 X 1050)
Other I
Additional Requirements for Virtual Machine
Virtualization System I VMware Workstation 6.5.2 for Windows

Antivirus I SymantecTM Endpoint Protection v11.0.3001.2224, McAfee Antivirus Software
1-2 Read This First

Functional Organization
The functions of AMS Machinery Manager fall into three general categories:
Setup/Communications - RBM database management and data collection tools
Analysis - Data plotting, automatic analysis, statistical alarms, and specific tech-
nology packages such as OilView, MotorView, SonicView, and Infrared Analyzers.
Documentation and Reporting - Powerful tracking and reporting tools for RBM
program management
All of the individual program modules are accessible from the AMS Machinery Manager
Main Menu.
For information on the program modules, see Contents of this Manual on page 1-5.
Special Emphasis
These conventions are used throughout this manual to call attention to the adjacent text:
Note
A note indicates special comments or instructions.
Caution!
A caution indicates actions that may have a major impact on the software,
database files, etc.
Warning!
Warnings indicate activities that may endanger your health or safety, or that
could damage equipment.
User Manual Prerequisites

The AMS Machinery Manager manuals are written with the assumption that you are
familiar with the basic operation of the host computer and Microsoft Windows, Windows
2000, or Windows XP commands.
Operating Requirements 1-3

If you are unfamiliar with the computer, peripheral hardware, or Microsoft Windows con-
ventions, Emerson strongly recommends review of the appropriate documentation before
using the AMS Machinery Manager software.
1-4 Read This First

Contents of this Manual
Chapter 1 Introduction
In addition to an introduction and a list of AMS Machinery Managers hardware and soft-
ware requirements, the Introduction describes the contents of this manual, and presents and
overview of the AMS Machinery Manager architecture.
Chapter 2 Overview of AMS Machinery Manager

Provides a general overview and describes the various components, databases, and terms
that make up AMS Machinery Manager.
Chapter 3 Database Setup/Management DBASE

The Database Setup/Management program (DBASE) is used to establish and maintain a
comprehensive database that contains the information necessary to collect, organize, ana-
lyze, and store RBM data on many different machines at one or more plant sites.
DBASE uses indexing methods to uniquely identify every data set collected for each mea-
surement point defined for a machine. Analysis parameter sets and alarm/alert levels typify
the conventions that DBASE uses to establish data collection and analysis techniques.
These techniques assist you in detecting irregular machine operation.
Chapter 4 Stored Data Management - DATMGR

The Stored Data Management program (DATMGR) performs basic utility functions for
the management of AMS Machinery Manager databases. You may use it to delete trend,
spectral, and waveform data sets, print summaries of all stored data sets, modify spectral
and waveform data set labels, and reset trend data statistics. DATMGR can also be used to
transfer off-route data to measurement points that are defined in the database.
Chapter 5 Database Utility Functions - DBUTLY

The Database Utility Functions program (DBUTLY) provides functions designed to
extract, merge and modify database information. The Copy/Move functions enable you to
copy and move information from a source database to a target database. The Modify func-
tions enable you to modify machine or measurement point definitions within the database.
Chapter 6 Manual Data Entry MANLOG

The Manual Data Logging program (MANLOG) allows trend data to be entered manually
into the AMS Machinery Manager database. In addition, the trend data may be revised
where it resides, or it may be specifically inserted into an appropriate location.
Contents of this Manual 1-5

Chapter 7 Route Management - ROUTE
The Route Management program (ROUTE) is used to create and manage a list of equip-
ment and measurement points arranged to provide an efficient path (route) for the operator
to follow when collecting data. The route also instructs the machinery analyzer how to col-
lect and store data. The ROUTE program can also be used to group similar equipment for:
Analysis with Diagnostic Plotting (PLOTDATA) or Automated fault Diag-
nostics (NSpectr)
Reporting with Exceptions Reporting (EXPORT)
Global data management with Database Utility Functions (DBUTLY)
Chapter 8 Previewer - CSIview

The Previewer program (CSIview) is an easy-to-use word processor available from the
main AMS Machinery Manager menu. CSIview allows you to create custom reports and
other documents, and it imports many standard file and graphics formats. CSIview is a con-
venient tool to display and print information generated by RBMview applications.
1-6 Read This First

Optional AMS Machinery Manager Applications
The following are optional Emerson products that can be used with AMS Machinery Man-
ager. Although mentioned throughout this manual, full descriptions of functions for these
products are provided in their associated users manuals.
Nspectr Automated Fault Analysis

Nspectr is a knowledge-based program designed to automatically diagnose mechanical
machinery problems. Nspectr makes it easier for analysts to make speedy and accurate
diagnoses of your equipment problems by providing diagnostics and recommended
actions.
Autostat Statistical Alarm Setup

Autostat creates external envelopes and alarm limit levels by performing a statistical anal-
ysis on data in the AMS Machinery Manager database. Machines which are similar in
design and exhibit similar characteristics in their vibration signatures can be grouped
together so that their spectral data can be used to statistically construct these envelope limits
and alarm limit sets.
Infrared Analysis
Infrard Analysis provides hardware and software to set up and maintain a comprehensive
thermography program. It lets you identify the equipment to be scanned, the monitoring
schedule, specific temperature limits, and other information needed to construct a database
that defines the monitoring procedures for your program. Infrared Analysis supports gen-
erating and downloading routes, and retrieving and documenting images captured with the
VDC. The software lets you generate reports in different formats, as well as perform anal-
ysis using the annotations feature.
MotorViewTM
MotorView is the optional Induction Motor Analysis program that analyzes the frequency
spectra of a motors electrical supply current to detect rotor-related electrical faults. These
include broken rotor bars, high-resistance joints, voids in aluminum cast rotors, and cracked
rotor end rings in squirrel-cage induction motors.
An extended version of the program, MotorView II, is used to detect additional electrical
problems such as faults in rotors and stators, as well as voltage imbalance. The analyses per-
formed and recommendations provided are based on measurements acquired with flux,
current, and temperature sensors.
Optional AMS Machinery Manager Applications 1-7

OilView
OilView is a multi-functional predictive maintenance tool for immediate, on-site evaluation
of in-service lubricating fluids. The OilView software is used in conjunction with an oil lab-
oratory, a minilab, or both. OilView is available in three configurations:
The Trivector Laboratory Data Import and Viewer configuration allows the
user to automatically access the CSI Trivector lab via modem, upload data,
and view the data in tabular and graphical reports.
The Laboratory Data Edit/Entry and Import configuration supports
importing data from CSIs lab and from other leading industrial oil analysis
labs as well. It is fully integrated with AMS Machinery Manager, and
allows you to add, edit, or perform further analysis on the data.
The Wear Debris Analysis configuration performs detailed wear debris
analysis (WDA), and captures and stores images acquired with the OilView
Shop Microscope and other instruments.
Ultrasonic Data Manager

The Ultrasonic Data Manager application performs two functions: communicate routes
and data between AMS Machinery Manager and the ultrasonic data collector, and to report
on the data. Ultrasonic Data Manager generates general and application-specific reports on
the data. Different applications may be defined in the software such as leaks, steam traps,
mechanical defects, valves, etc.
Vibration Analysis
The Vibration Analysis tab enables you to track, display, analyze and report dual-channel,
cross-channel, and transient data collected with the CSI Model 2120-2 Machinery Ana-
lyzer equipped with special purpose programs: Advanced Two-Channel and Advanced
Transient.
The Advanced Two-Channel program allows for dual and cross-channel data to be
acquired and stored. The Advanced Transient program allows you to acquire time wave-
form data for machinery with long cycle times or for machinery that runs intermittently.
This data may then be post-processed in Vibration Analysis.
UltraManager Corrective Packages

UltraManager consists of Alignment, Analyze, Balance, Motor, and QC software packages
to fit a variety of applications used in implementing corrective action.
1-8 Read This First

RBMwizard
RBMwizard is designed to assist you in building a Reliability Based Maintenance (RBM)
database quickly by automating many of the steps in the process. RBMwizard operates by
leading you through typical Equipment choices and then creating the necessary database
and configuration files based on your input. RBMwizard is intended to complement the
capabilities of AMS Machinery Managers traditional tools: Database Setup (DBASE),
Stored Database Manager (DATMGR), and Database Utility Functions (DBUTLY).
RBMview
RBMview for AMS Machinery Manager is a tool which a provides high-level overview
of a your entire plant Machinery Health Manager program. RBMview is designed to pro-
vide efficient processing of information to achieve the following goals:
Provide a central location for current and historical Machinery Health information
about equipment.
Provide a means to track and monitor Machinery Health events such as alarms and
problems.
Establish a magnitude or rank of significance of information and events relating to
equipment.
Present a high level view of the current status of equipment while allowing you to
drill down or navigate to specific records.
Provide a means to generate and track work orders, reports, and graphs related to
equipment.
Enable integration of information directly from Emersons AMS Machinery Man-
ager and also from other vendors databases via external information/enterprise
interfaces such as Machinery Information Management Open Systems Alliance
(MIMOSA) tools and functions.
With many new features and functions, RBMview is the successor to the MasterTrend
Case Histories Compilation (COMPIL) and the Automated Report Generation (REPORT)
modules.
Optional AMS Machinery Manager Applications 1-9

Operating Requirements
This section lists the data collection devices and systems supported by AMS Machinery
Manager and the minimum hardware and software required to install and run AMS
Machinery Manager.
Supported Data Collection Devices

AMS Machinery Manager supports the following data collection devices and systems:
CSI 2115, 2117, 2120, Machinery Analyzers
UltraSpec 8000-series Analyzers
SonicScan 7000-series
InfraRoute 9000-series Data Collection devices and systems
MotorView Flux Coil, AC Current Clamp, Temperature Sensors, and Shaft Probe
OilView 5000-series Tribology MiniLab Products
Note
Contact Emerson Customer Support for information about AMS
Machinery Manager support for additional CSI or third-party data collection
devices.
1-10 Read This First

Single User WorkStation Requirements
These are the requirements for a single-user system running AMS Machinery Manager:
Workstations
Operating Systems Windows 2000 SP4 or greater, Windows XP Professional w/SP2
Processor Speed 1.5 GHz, 512 (MB) of RAM
Network Ethernet (TCP/IP protocol)
Browser Internet Explorer 5.5 or later
Screen Resolution XGA (1024x768)
Other RS232 serial communications port (9-pin)*, USB 1.1 port**
Operating System Windows 2000 SP4 or greater, Windows XP Professional with SP2
Processor Speed 2.0 GHz Dual Core, 1 GB of RAM
Browser Internet Explorer 6 or later
Screen Resolution SXGA (1280x1024), WSXGA (1680x1050)
Other RS232 serial communications port (9-pin)*, USB 2.0 port.
*For communications with analyzers prior to the CSI 2130, a PC must have an RS232 Serial Port. A USB port is highly
recommended for communications with the CSI 2130 analyzer. The CSI 2130 requires AMS Machinery Manager 4.80 or higher.
The CSI 4500 does not require an RS232 serial port or a USB port.
**For communication with the WDA Image Capture Kit, a USB 2.0 port is required.
Recommended Requirements for Online Live Transient Client
Operating System Windows 2000 SP4 or greater, Windows XP Professional w/ SP2
Processor Speed 2.33 GHz Dual Core, 2 (GB) of RAM
Video Card Direct X 9.0b compatible

Browser Internet Explorer 6 or later
Other RS232 serial communications port (9-pin), USB 2.0 port*
Note
AMS Suite: Machinery Health Manager assumes all the resources are
available during operation. If part of your system is used for other software
packages, conflicts may occur. Contact Emerson Customer Support if you
experience conflicts.
Servers
Operating Systems
LAN Windows 2000 Server SP4 , Windows Server 2003, Release 2 (R2)
WAN Windows 2000 Terminal Server SP4, Windows 2003 Terminal Server,
SP1 or Windows Server 2003 Release 2 (R2 - w/ Terminal Server)
Processor Speed Portable Systems: 1.83 GHz dual core, 1 (GB) of RAM
Online Systems: server class 2.33 GHz dual core, 1 gigabyte (GB) of RAM
Network Ethernet Adapter (TCP/IP protocol)
Operating Systems
LAN Windows 2000 SP4 or greater, Windows Server 2003, Release 2 (R2)
WAN Windows 2000 Terminal Server SP4, Windows 2003 Terminal Server
(SP1), or Windows Server 2003 Release 2 (R2) (with Terminal Server)
Processor Speed Portable Systems: 2.33 GHz dual core, 2 (GB) of RAM

Online Systems: Server class 3.0 GHz dual core,
2 (GB) of RAM
Network Ethernet Adapter (TCP/IP protocol)
Recommended, Single-unit CSI 4500 and CSI XP32 Systems
Operating System Windows 2000 SP4 or greater, Windows XP Professional SP2
Processor Speed 2.33 GHz dual core, 2 (GB) of RAM
Video Card Direct X 9.0b compatible
Network Ethernet (TCP/IP Protocol)
Browser Internet Explorer 6.0 or greater

AMS Machinery Manager Client/Server Architecture
Depending on your AMS Machinery Manager license, the software can be operated as a
single-user application on a single computer, or as a networked application distributed
across a Local Area network (LAN) or Wide area Network (WAN).
Single User and Network Configurations
AMS Machinery Manager Network Architecture

Single-user License
With a single-user license, the Database Server resides on your local hard drive and oper-
ates in the background when you are running AMS Machinery Manager. When you launch
AMS Machinery Manager, the Database Server is also launched. When AMS Machinery
Manager is shut down, the Database Server is also shut down. With a Single-user License,
two users cannot access the same database simultaneously. However, two users can access
the same Database at different times.
Network License
With a Network License, the Database Server may be installed on any Win32 network
server. It is recommended that there be multiple Database Servers in a WAN environment,
one per LAN. The TCP/IP network protocol must be running on both the client and the
server computers.
AMS Machinery Manager Client/Server Architecture 1-15

AMS Machinery Manager System Architecture
AMS Machinery Manager uses a client/server architecture. Each AMS Machinery Man-
ager application acts as a client communicating through servers to the various databases via
the TCP/IP communications protocol. The location of the Servers depends on whether you
have a Single User or Network license.
AMS Machinery Manager manages many programs and reads and writes many different
kinds of data to several databases. Though all of this activity runs in the background while
you work, it is helpful to understand the AMS Machinery Manager system architecture.
The following sections describe the major components and their functions.

Database Server
The Database Server manages access to all AMS Machinery Manager Databases. If you
have a Single-user License, the Database Server runs locally on your hard drive. If you have
a Network License, the Database Server may run on another computer on your network.
The Database server is a multi-threaded, client-server application that runs on any Win32
platform. It requires the TCP/IP network protocol.
There is a limit of 250 simultaneous connections to the Database Server. This means that,
at a given time, one user could have 250 connections or 250 different users could each have
one connection to the Database Server. Each Database Server has a default database direc-
tory. This default directory may be configured using the RBMadmin application. Emerson
strongly recommends that users place all AMS Machinery Manager databases that are
managed by a given server in this default database directory.
The Database Server also has a system data directory in which its log files and configura-
tion files are written.
Network Administration Server

The Network Administration Server performs several functions associated with the AMS
Machinery Manager license. Functions of the Network Administration Server include
monitoring the number of users; reporting on which programs are run by which users;
defining the type of access, if any, the users have to programs; enforcing the limit on the
number of users that may be logged on; and ensuring that the number of users who are
simultaneously accessing a given resource is within the boundaries of the license.
There must be one and only one Network Administration Server that administers a license
to AMS Machinery Manager. For performance reasons, Emerson recommends that a sep-
arate network license be purchased per Local Area Network instead of trying to use a single
license across an entire Wide Area Network.
AMS Machinery Manager System Architecture 1-17

AMS Machinery Manager Database
The AMS Machinery Manager database is organized around Areas (logical groups of
Equipment) and Equipment (machines and other assets). See Overview of AMS
Machinery Manager on page 2-1 for more information. An AMS Machinery Manager
database provides storage for measurement point, trend, spectral, waveform, and notepad
data plus image files from infrared and ultrasonic technologies. Also contained within the
database are Analysis Parameter Sets, Alarm Limit Sets, and Fault Frequency Sets which
provide information concerning the collection, analysis, display, and storage of the acquired
data.
Equipment Configuration Database

This database serves two main purposes. First it serves as a project file while you are
building up Equipment Configurations with Emersons automated database builder, RBM-
wizard. When you use RBMwizard to build a AMS Machinery Manager Database, RBM-
wizard uses the information stored in this Project file to fill in or build the AMS
Machinery Manager Database. Second, it serves as a reference for the Nspectr Automated
Fault Analysis program. Nspectr looks at Equipment Configuration data stored in this data-
bases while performing fault analysis. This file uses the filename extension .dbz.
RBMview Database
The RBMview Database is created in addition to AMS Machinery Manager databases.
This RBMview Database is designed to be a central repository for information about your
RBM program. Emerson recommends having one .mdb file for each .RBM file. You can
import data into RBMview from AMS Machinery Manager or other external information/
enterprise databases.
Information typically enters RBMview from AMS Machinery Manager applications (or
other similar sources) such as Exception Analysis (EXPORT) or Automated Diagnostic
Analysis (Nspectr) which report Alarm and/or Problem Events.
Framework Knowledge Database

RBMview, Nspectr Automated Fault Analysis, and other AMS Machinery Manager pro-
grams employ a special knowledge database (DBLookup.mdb) to store predefined descrip-
tions for Faults, Observations, Actions, and Root Causes.

The list of descriptions is comprehensive and covers many common events. For example,
predefined Faults include Vibration/Periodic Antifriction bearing looseness or Oil
Large particles present. Examples of predefined Actions include Corrective Collect tor-
sional data or Motor Check for phase balance. To ensure a common framework, this
Knowledge Database is shared by both RBMview and by other AMS Machinery Manager
applications. Thus the codes for Faults, Observations, and Actions are also used by Nspectr,
OilView, MotorView, etc.
Component Warehouses
Supplied with AMS Machinery Manager are read only libraries of existing components
such as electric motors. The items in the CSI Warehouse are stored in the CSI_cmp.wh data-
base file. Components from the CSI library are pre-configured with known information
such as horsepower, number of phases, and number of rotor bars.You cannot change a
Component in the read-only CSI Warehouse. However, you can copy the item to the User
Warehouse and then edit the configuration. This allows you to modify and then re-use the
configuration. The items in the User Warehouse are stored in the usr_cmp.wh database file.
Application Specific Reference Files

Certain AMS Machinery Manager programs such as OilView use special files such as the
Oil Reference database file to maintain reference and other information.
HTML Help Files

AMS Machinery Manager utilizes an HTML Help program to provide you with context
sensitive Help as you navigate through the AMS Machinery Manager programs. Pressing
F1 on the keyboard launches Microsoft Explorer. Explorer displays the same information
as is found in the AMS Machinery Manager program users manuals in HTML format.
These HTML (.chm) files are stored within their own directory.
AMS Machinery Manager System Architecture 1-19

Chapter 2
Overview of AMS Machinery Manager
The AMS Machinery Manager Database

An AMS Machinery Manager database provides functions to organize all of the informa-
tion that is required to establish and maintain a reliability based maintenance system, and to
acquire and store trend, spectral, waveform, and notepad data.
A database assembles Areas, Equipment, and their measurement points using the AMS
Machinery Manager database hierarchy, as illustrated in the following chart.
1
Also contained within the database are analysis parameter sets, alarm limit sets, and fault
frequency sets which provide information concerning the collection, analysis, display, and
storage of the acquired data.
2-1
Note
Remember to backup your databases frequently.
Areas
Areas are the top level of organization within an AMS Machinery Manager database. Each
Area contains a collection of Equipment that are logically grouped together based on phys-
ical or functional relationships, location, etc., (for example, a paper machine, a winder sec-
tion, or a power station).
Equipment
Under Areas, Pieces of Equipment are the next level of organization within a database. A
piece of Equipment is usually a working unit that consists of a driver, a driven unit, and
associated components (for example, a pump, a motor, or a gearbox).
Measurement Points
Measurement points are locations or positions on the Equipment where the sensor is placed
in order to take a measurement. All measurement points on a piece of Equipment are
grouped together under the piece of Equipment.
2-2 Overview of AMS Machinery Manager

Database Capacities
The following table describes the maximum number of each type of information allowed
in one database.
AMS Machinery Manager

DATABASE CATEGORY
Capacity
Maximum database size 2 gigabytes

# of Analysis Parameter Sets 512 per Technology
# of Alarm Limit Sets 512 per Technology
Fault Frequency Sets 128
Routes per Area 50
Points per Route 1040
Measurement points per piece of 144
Equipment
2-3
Analysis Parameter Sets
An analysis parameter set (APS) includes a group of individual analysis parameters that
divide the frequency spectrum into bands that are individually measured and analyzed.
Each frequency band is designed to contain a segment of the spectrum where specific
machinery frequencies occur, such as the 1x turning speed (1xRPM), turning speed har-
monics, bearing frequencies, etc.
Analysis parameter sets may also contain other non-spectral data such as NxRPM ampli-
tude and phase, DC-Gap, etc. In addition, each analysis parameter set contains instructions
that tell the machinery analyzer how data are to be collected, analyzed, and stored during
data collection for each measurement point.
Note
Analysis Parameter sets may be set up automatically using the RBMwizard
application.

Note
For Periodic technology, you can have up to 12 individual Analysis Param-
eter bands per set. For Online technology, you can have up to 24. For Oil
technology, you can have up to 96, and for Ultrasonic you can have up to 12
individual Analysis Parameter bands per set.
Analysis Parameter sets are independent of the database hierarchy and can be assigned to
many different measurement points on Equipment using one of the following methods:
Assign user-defined analysis parameter sets.
Assign from the sixteen (16) default periodic analysis parameter sets, the eleven
(11) default ultrasonic parameter sets, and one default oil parameter set that are
included with AMS Machinery Manager.
Note
AMS Machinery Manager allows for the creation of up to 512 analysis
parameter sets per database. However, since many measurement points can
usually be analyzed in an identical manner, it is common for only a few
unique parameter sets to be requiredeven in a large database.
Note
RBMwizard will create sets appropriate for equipment setup and opera-
tional conditions.
Analysis Parameter Sets 2-5

Alarm Limits
Alarm limits are levels of amplitude that indicate a deteriorating condition on the piece of
Equipment being monitored. An alarm limit set consists of an alarm level for the overall
signal and separate alarm levels for each individual analysis parameter. Any overall or
parameter level that causes an alarm will be listed in the Measurement Exception Analysis
Report generated by the EXPORT program module.
Note
There is no overall signal for the Online, Oil, and Ultrasonic components
of AMS Machinery Manager.
Alarm limit sets are independent of the database hierarchy and can be assigned to many dif-
ferent measurement points on Equipment using one of the following methods:
Assign user-defined alarm parameter sets.
Note
Alarm Limit sets may be set up automatically using the RBMwizard appli-
cation.
Note
RBMwizard will create sets appropriate for equipment setup and opera-
tional conditions.
Assign from the sixteen (16) default periodic alarm parameter sets, the eleven (11)
default ultrasonic parameter sets, and one default oil parameter set that are included
with AMS Machinery Manager.
Alarm Levels
The following text describes the various alarm levels used in many of AMS Machinery
Managers components.

Note
Online and Oil have different alarm level types. Please consult them for spe-
cific information.
Fault Level
This is the most severe alarm level and indicates Equipment failure. For vibration-type sig-
nals, fault alarm values can usually be found in published standards for various types of
equipment.
Alert Level
This alarm level indicates that the Equipment is approaching failure. The Equipment
should be evaluated in detail and monitored at shorter intervals.
Weak Side Level

The weak side alarm is set at a level below the normal operating amplitude (or above
depending on the type of alarm). This alarm level provides protection against improper data
collection, or it can be used to test variables where both an increase or a decrease in the
amplitude indicates a problem.
Early Warning Alarms

Early warning alarm values are statistical in nature and indicate that a measured value has
significantly deviated from its typical measurement (but not necessarily exceeded an alarm
limit). An early warning alarm usually occurs before the alert level; however, there may be
unique instances where these levels are reversed from normal.
One method of calculation establishes this level as equal to the Baseline Ratio (specified in
the alarm limit set) times the actual baseline value. For example, if a measured signal is not
normally expected to increase by 20% from the baseline value, then setting the Baseline
Ratio to1.2 will trigger the early warning alarm should this value exceed 1.2 times the base-
line.
The other method establishes a level equal to the calculated mean plus (or minus) the
number of Maximum Deviations (specified in the alarm limit set) times the standard devi-
ation. These two levels are then compared, and the more restrictive level is used for the
early warning.
Alarm Limits 2-7

Baseline Override
If the actual baseline or the calculated mean is less than one-tenth of the specified fault level
value, the program assigns a temporary baseline in an effort to reduce false early warning
alarms. This temporary baseline is established at a level equal to one-tenth of the fault value
as an initial default value.
This initial percentage of the fault value can be modified or deleted by using the Database
Global Information option in DBASE, if desired.
Absolute Value
The first four alarm types of AMS Machinery Manager use an absolute valuethe alarm
level always equals this fixed value. Absolute values are used when the vibration amplitude
value (or other measured quantity) should remain relatively constant, and equipment deg-
radation is based on an increase or decrease from that value.
Absolute Delta
The last three alarm types use absolute deltathe alarm level that is derived from the base-
line value plus or minus the absolute delta value. The baseline value is established from the
very first measurement; therefore, there will be no alarm checking for the first measure-
ment. The values taken from the first measurement should be examined carefully to ensure
that they are normal and suitable for establishing the alarm levels.
Absolute delta values are used when the vibration amplitude value (or other measured
quantity such as phase readings or DC gap voltages) will be found within a wide range of
values, but will not normally change significantly from measurement to measurement.
Note
When using absolute delta alarm types, it is especially important to make
sure the initial baseline value is correct.

Alarm Types
There are seven types of alarms available for use in the AMS Machinery Manager data-
base.
Dual Upper Level

The Dual Upper Level alarm type is used when the symptom of approaching failure is an
increasing amplitude of the measured signal. This is the most common alarm type used for
vibration analysis.
Alarm Limits 2-9

In-Window
The In-Window alarm type provides an alarm when the measured signal enters a specified
amplitude range (or window) established by the alert and weak side levels. Amplitude
values below or above these two levels are considered normal.
Out-of-Window
This alarm type uses the same configuration as the Dual Upper Level alarm. The Out-of-
Window alarm type, however, provides an indication on the machinery analyzer for the Lo
alarm as protection against collecting an abnormally low measurement.
Although the Out-of-Window alarm type is the same as the Dual Upper Level alarm in
AMS Machinery Manager, they are treated differently in the Model 2100 series machinery
analyzer as shown below.
Dual Upper Out of Window

Fault Level = High Alarm 2 Alert Level = High Alarm 1
Alert Level = High Alarm 1 Weak Side Level = Low

Dual Lower Level
The Dual Lower Level alarm type can be used when the symptom of approaching failure
is a decreasing amplitude, such as pipe wall thickness.
Note
The Dual Lower Level alarm requires that the Baseline Ratio be specified at
a value less than one.
Dual Upper Delta

This alarm type is similar to the Dual Upper Level alarm except that the alarm levels are
specified in absolute delta values, i.e., baseline delta values.
Alarm Limits 2-11

Note
The Dual Upper Delta, Dual Window Delta, and Dual Lower Delta alarm
types cannot be used with the Model 2100 machinery analyzer.
Dual Lower Delta

This alarm type is similar to the Dual Lower Level alarm except that the alarm levels are
specified in absolute delta values.
Note
When using the Dual Lower Delta alarm type, the baseline ratio must be
specified as a value less than one.

Dual Window Delta
The Dual Window Delta alarm type provides alert and fault limits above and below the
normal amplitude window. This alarm type is recommended for phase and DC gap mea-
surements. Alarm levels are specified in absolute delta values, i.e., baseline values delta
values.
Note
The early warning alarm using the baseline ratio and the weak side alarm are
not used with the Dual Window Delta alarm type.
Alarm Limits 2-13

Alarm Codes in EXPORT
The following alarm codes are generated by the EXPORT program when indicating the
above alarm types on the various reports:
Alarm Alarm Limit

Code
A The projected measured value will exceed the absolute fault level within three
measurement intervals.
Br Early warning alarm produced by the Baseline Ratio.
Bs Early warning alarm produced by the Maximum Deviations.
C Alert Level alarm.
D Fault Level alarm.
V A measured parameter is above the maximum or below the minimum sensor
validity alarm.
W A measured parameter is within the range established by the In-Window alarm.
L A measured parameter is below the weak side value with a dual upper alarm
type.
Hi A measured parameter is above the weak side value with a dual lower alarm
type.
The A alarm code is the result of a trend analysis on each signal parameter in order to
detect developing faults that may occur before data are again collected. AMS Machinery
Manager uses linear extrapolation on the signal parameter values collected during the three
previous months. If the extrapolated value of a parameter exceeds the Fault Level within a
projected three-measurement point interval, a type A alarm code occurs.
AMS Machinery Manager first calculates the data trend slope and its Alarm Code. It then
projects Days To Alarm or when the Absolute Fault Level will probably occur. AMS
Machinery Manager reports any projection under 300 days. Question marks appear for any
projection over 300 days or in cases where insufficient historical data exist to establish a
trend.

For example, Alarm Code D means the vibration level has already reached or exceeded the
Absolute Fault Level. Days To Alarm, therefore, shows 0.0 days. When AMS Machinery
Manager calculates a negative slope (decreasing vibration levels), three question marks
(???) appear for dual upper alarms. AMS Machinery Manager also shows the question
marks for a flat slope (no change in vibration levels).
Alarm Limits 2-15

Alarm Status
Many AMS Machinery Manager applications can optionally display the alarm status of the
areas, equipment, and measurement points in the RBM database. The alarm status is based
on the most recent data collected or analyzed.
Note
This alarm status feature will only be enabled if you have purchased RBM-
view Full.
There are two color schemes for displaying alarm status. One scheme has five categories
and the other scheme has three. These schemes can be seen in tree views and alarm/status
reports.
Note
Not all tree views and alarm/status reports support alarm status colorization
and icons at this time.
Screen showing Alarm Status icons and nodes.

Color Scheme Tables
The following tables provide details about the two schemes.
Table 1: Five Color / Icon Scheme

Normal Expired Ignored Indeterminate
Level Color CSI Name
Icon Icon Icon Icon
Not Set Clear/White Not Set i ?
9 0
1
000 Green No Alarm i ?

1 2
1
001 - 020 Cyan C Alarm i ?

3
1 4
1
or Low Alert
021 - 040 Yellow C Alarm i ?

5
1 6
1
or High Alert
041 - 070 Magenta D Alarm i ?

7
1 8
1
or Low Fault
071 - 100 Red D Alarm i ?

9
1 0
2
or High Fault
Table 2: Three Color / Icon Scheme

Normal Expired Ignored Indeterminate
Level Color CSI Name
Icon Icon Icon Icon
Not Set Clear/White Not Set i ?
1
2 2
000 Green No Alarm i ?

3
2 4
2
001 - 040 Yellow C Alarm i ?

5
2 6
2
or Alert
041 - 100 Red D Alarm i ?

7
2 8
2
or Fault
Alarm Status 2-17

Applications can assign alarm severities to the following node types: database, area, equip-
ment, component (on-line vibration only), and measurement point. Assignment will typi-
cally occur at the measurement point level.
After one or more alarms have been reported, a roll up process updates the hierarchy. The
roll up process looks at all of the severities for the given node and all related nodes or points
underneath it. The highest severity is rolled up to the next upper level node as its derived
severity. The process is then repeated at this level and rolled up to the next. For example,
Measurement Point readings are rolled up the Equipment level, and the Equipment level to
the Area level. This continues until the status of the Database level node has been updated.
Explicit alarm severity: an alarm that is specifically set at a given node. Analysis programs,
such as Nspectr, MotorView, and Export, set explicit alarms. Communication programs
can also set explicit alarms when data is downloaded from an analyzer, such as a 2120, to
a database.
Note
Most AMS Machinery Manager programs set explicit alarms at the Mea-
surement Point level. An exception is Corrective, which sets explicit alarms
at the Equipment level.
Derived alarm severity: this alarm severity comes from looking at all the alarms beneath a
node and selecting the worst alarm as its rating. For example, at the Equipment level, the
derived alarm severity will be the worst alarm from all the alarms at the Measurement Point
level underneath it. At the Area level, the derived alarm severity will be the worst alarm
from all the Equipment levels beneath it. For a visual representation of this hierarchy, see
The AMS Machinery Manager Database on page 2-1.
Not Set alarm severity: indicates an alarm status has not been set.
Each node has a set of alarm severity values. These are broken down by technology and
further by analysis type within each technology. For example, when an application such as
Export sets a nodes alarm severity, it will not be setting the overall alarm status. Rather, it
will be setting the status for a single technology and analysis type. The overall status can be
determined by looking across all of these values.

Expiration of Alarm Status
When an alarm status is set, an expiration date may also be set. This date will typically be
calculated based on the monitoring schedule. If a new alarm status is not set prior to the
expiration date, the original status expires. The main visual indication of this is that the
expired icon is used. The expired icons are identical to the normal icons minus color. There-
fore, you can still see the severity level by looking at the icon, but it does not stand out visu-
ally.
Ignore Alarm Status

An additional state that may be applied to a Technology or Analysis Type at a node is
ignore. Setting the ignore state will prevent a given nodes status from influencing the
derived status of other nodes. A nodes status is not overwritten when it is ignored.
Indeterminate Alarm Status

If for any reason alarm status cannot be determined (e.g., read fails from DB, etc.), the inde-
terminate icon is displayed.
User Interaction
The following describes the alarm status display features of AMS Machinery Manager tree
views.
Alarm Status 2-19

Severity icons will be placed on the right side of the node type icon
Screen showing severity icons and context sensitive dialog box.
When you right click on a given node in the tree, a context sensitive dialog box
appears from which you may select:
Context sensitive dialog box

Alarm Details
Click to display the Alarm Details dialog box
Alarm Details dialog box with Show Analysis Types Per Technology selected.
Area, Equipment, Measurement Point Click on this button to select a different Area,
Equipment, and Measurement Point than the one originally selected. This will allow you to
look at other areas of the database tree without having to move around on the tree.
Note
If you do not see the 3-dot button beside the Measurement Point listing, it
means an Equipment has not been selected and the box beside Equipment
is empty. To select a piece of Equipment to look at, click on the 3-dot
button and select. Once you have selected, the 3-dot button will appear
beside the Measurement Point box.
Close This closes the Alarm Details.... box.
Alarm Status 2-21

View Alarm... Click on a Technology with an alarm, and then click on the View Alarm
button and a second dialog box appears.
View Alarm dialog box.

Note the information in the Area, Equipment, and Measurement Point text areas.
The View Alarm dialog box gives you details on the explicit alarm, which set the alarm
severity level. Details include the Area, Equipment, and Measurement Point of the alarm.
This information may not have been in the Alarm Details box. For example, you may have
selected View Alarm for a Derived alarm. If so, the Area, Equipment, and Measurement
Point context for the View Alarm dialog will be different than it was on the Alarm Details
dialog.
You have two methods for exiting the View Alarm dialog box. You may press the Alarm
Details button in this dialog box. This will take you back to the Alarm Details dialog box.
However, the Area, Equipment, and Measurement Point context of the Alarm Details
dialog box will be changed to match the context of this, the View Alarm dialog box.

The second method of exiting is to press the Close button. This will take you back to the
Alarm Details dialogue box, but the context of the Alarm Details dialog will not be
changed.
Changing the Area, Equipment, and Measurement Point context will allow you to see any
other alarms associated with this measurement point because the Alarm Details dialog box
will display all the alarms associated with this point. For example, these could be an online
alarm and a vibration alarm associated with a measurement point, or there could be two
types of vibration analysis alarms associated with a measurement point.
Set Ignore If you wish to ignore an alarm for a technology or analysis type, first click on
an alarm, and then click on this button. An i appears in the Severity column and the alarm
is ignored when compiling the alarm status.
Note
An ignore alarm can be established even for an alarm that hasnt been set.
Clear Ignore If you want to undo an alarm that has been set to be ignored, select that
alarm, and then click on the Clear Ignore button. The i disappears and the status of that
alarm appears.
Show Analysis Types Per Technology Click in the check box beside this text in order
to show all the analysis types set for a technology. Unclicking the box shows only the Tech-
nologies.
Note
When you show only the Technologies, the highest alarm for all analysis
types for each technology is displayed. This will cause analysis type alarms
that have lower severities to be hidden. For example, if a Vibration-Param-
eter alarm has a severity of 60 and a Vibration-Envelope alarm has a severity
of 30, you would only see the Vibration-Parameter alarm. It would not be
obvious that a Vibration-Envelope alarm exists.
Use Alarm Tree Technology Filters Click on the check box beside this text in order
to use the filters established for the technologies selected. Filters are established under each
technology and can be turned off and on by clicking on Alarm Tree Filters and selecting the
filters you want to turn on or off. See below for details on Alarm Tree Filters.
Alarm Status 2-23

Refresh Alarm Severities
Recalculates the alarm severity for the selected node and refreshes the display with the
updated values.
Alarm Display Options

Click to display the Alarm Display Options dialog box
29
You can set the following preferences:

Display Color Scheme Select either 3 or 5 levels for color/icon scheme. See Color
Scheme Tables on page 2-17 for details. The default is 5.
Show Alarm severity icons Select to enable or disable icon display. The default is
enable.
Show an icon for no alarm or normal Select to show or hide the No Alarm icon.
See Color Scheme Tables on page 2-17 for details. The default is hide.
Show an icon when no analysis has been performed Select to show or hide the
Not Set icon. See Color Scheme Tables on page 2-17 for details. The default is hide.
Automatic repaint interval in minutes This feature is most useful on network instal-
lations. It controls the frequency with which the icons on the database tree are automatically
updated by reading the values from the database. This will allow changes made by one user
to be seen on another users computer without the second user having to close and re-open
AMS Machinery Manager programs. The default is 0, which means that automatic repaint
is disabled.

Note
The icons on the database tree are only available if you have purchased
RBMview Full.
Alarm Tree Filters

Click to display the Alarm Tree Filters dialog box.
30
This box displays the different technologies. Those technologies with check marks in the
boxes beside them will be the ones with active Alarm Tree Filters. You can turn on the fil-
ters for an entire technology category by checking in the box beside the category head of a
technology. For example, you can check Periodic Vibration and it will turn on all the anal-
ysis types under that Technology category. Or you can check those individual analysis
types you want filtered.
By default, the tree will show the status for all technologies that the user has purchased.
However, applications may set a filter to limit the number of technologies for which status
is displayed. For example, OilView may choose to set a filter to only display Oil Tech-
nology statuses.
Alarm Status 2-25

You can also click on the box beside Use these filters for all programs to turn on the filters
for all the technologies. Doing so changes the dialog box heading to Global Alarm Tree
Filters.
Global Alarm Tree Filters dialog box
If this is checked, all AMS Machinery Manager programs will use the same filters and the
filters set here will apply to all AMS Machinery Manager programs. If this is not checked,
the filters set here will only apply to the current program.

Fault Frequencies
Fault frequencies identify specific frequencies within the vibration spectra of a piece of
Equipment whose amplitude patterns may indicate potential failure; for example, bearings,
gears, belts, etc. Fault frequencies are represented as dotted lines that are superimposed on
a displayed spectral plot and indicate the location on the plot where peaks would occur if
Equipment faults develop.
Fault frequencies can be defined in the measurement point setup menus and/or fault fre-
quency sets can be assigned to individual measurement points.
The following is an example spectral plot generated with the Plotdata Diagnostic Plotting
module, illustrating the application of a fault frequency set. Each fault frequency is identi-
fied with a letter at the top of the associated dotted line and listed on the right side of the plot.
31
Note
Fault Frequencies is an optional, advanced feature and is not essential in
order for the system to function properly.
Fault Frequencies 2-27

Note
If an equipment is configured using RBMwizard, then fault frequencies can
be automatically generated in Plotdata using this configuration information.
Note
Fault Frequencies are automatically generated by Plotdata using configura-
tion information. It does not create fault frequency setups on the measure-
ment point.

AMS Machinery Manager Main Menu Options
This section describes the options and functions available from the AMS Machinery Man-
ager Main Menu.
AMS Machinery Manager Main Menu
File Menu Items

The File pulldown menu options are described in the following sections.
Note
You can also access many of these options using the right-mouse function.
The right-mouse functions are described in Tools Menu Right-Mouse
Functions on page 2-39 below.
AMS Machinery Manager Main Menu Options 2-29

Open Database
Clicking on Open Database opens the following dialog box. Only the databases applicable
to the current user are displayed.
32
These functions allow you to select a database for use by AMS Machinery Manager.
Current Group - Shows the group that is currently active.
DB Name - Lists the names of the databases that are listed in the active group, which is
shown as the Current Group at the top of this window.
Select Database As Read Only - Allows you to read from (and not write to) the selected
database.
Sort by Most Recently Used Order- Displays the databases with the most recently accessed
database at the top of the list.
Show Database Server - Select this option to display the name of the Database Server
associated with each database.

Add Group - Displays a dialog box that allows you to add a new group to your group list.
This box also appears if you had select Edit Group. See Edit Group below for details.
Remove Group - removes a selected group from the Available Groups list.
Edit Group - Allows you to determine the properties of the selected database group. When
you click Edit Group, the dialog box below appears.
33
The text windows and buttons of the Edit Group dialog box provide the following capabil-
ities.
Group Name: - shows the name of the group being edited or created.
Selected Databases - Lists the names of databases that have been assigned to the selected
group.
Available Databases - Lists databases from your database list that have not been assigned
to the selected group.
Add - Takes the databases selected from the Available Databases list and moves them to
the Selected Databases list.
Remove - Removes selected databases from the Selected Databases list and returns them
to the Available Databases list.
Set Password - This option allows you to create a new group password. After a password
has been set for a group, you must enter the password to access the group.
Clear Password - This option allows you to clear the existing group password. Use this
option if you want to remove the password protection from a group.

Note
Database groups are not automatically password protected. You must assign
a password to each database group you want protected.
Once the group is set up to your liking, click on the OK button.

Edit Database List - If this button appears on your Database Selection dialog box, you
are permitted to change our personal database list. Clicking on Edit Database List opens the
dialog box shown below.
34
The databases in your database List are listed in the User Databases list of the dialog box.
Other databases available to your AMS Machinery Manager system are shown in the
System Databases list.
These functions allow you to modify your Database List.
Add - Takes the databases selected in the System Databases list and adds them to the User
Databases list. Under System Databases, highlight a database you want to move, then click
on the Add button.
Remove - Removes the databases selected in the User Databases list from the list and
returns them to the System Databases list. Under User Databases, highlight a database you
want to move, then click on the Removebutton.
Show Database Server - select this option to display the name of he Database Server
associated with each database in the User Databases and System Databases lists.
Once your Database List contains the desired databases, click OK.
Set DB Password - This option allows you to create a new database password. After a
password has been set for a database, you must enter this password to access the database.

Note
You may need to access the same database more than once in a single ses-
sion, for example, for use in the DBASE and PLOTDATA programs. AMS
Machinery Manager records your access to the last ten databases and only
requires you to enter your password once for each database. If you access
more than 10 password protected databases, the record of your access to the
most recently used database replaces that for the first database you used.
When you log off from your AMS Machinery Manager session, the list of
passwords is always cleared.
Clear DB Password - This option allows you to clear the existing database password. Use
this option if you do not want the database to be password protected.
Synchronize Reference Data

Select this option to resynchronize reference data used by certain AMS Machinery Man-
ager technologies. When launching an AMS Machinery Manager program or opening a
database, you may receive a prompt which informs you that reference data is not synchro-
nized with the database. Use this option to resynchronize the reference data.
Synchronize Reference Data on Startup

Select this option to resynchronize reference data used by certain AMS Machinery Man-
ager technologies each time AMS Machinery Manager is launched.
Register AMS Machinery Manager Servers

Use this option to manually update the Windows registry to register the correct path for
required programs (.exe, .dll, and .ocx files). This registration requirement is primarily for
the RBMView and Component Design Studio applications.

Add AMS Machinery Manager Program
Opens a dialog which allows you to add additional AMS Machinery Manager program
modules.
35
Program Name - Select the program module.

Description - This field displays the full descriptive name of the program.
Tab Display - Select Program Name to display only the program name acronym in the
active tab window. Select Description to display the descriptive name of the program in
the active tab window.
Tabs - Select the program category tab(s) to which the program will be assigned:
Setup/Communications
Analysis
Document/Report
Favorites
The program icon and name will be displayed on the tab windows you select here.
Technology Type - The program can be assigned to one or more Technology Types.
Select the Technology Types to which you want the program assigned:
Portable Vibration
Tribology
Ultrasonics
Motor

Thermography
Corrective Jobs
Status Technologies
Online
Icon - Displays the icon for the selected program.
Autostart Program - Check this box to automatically start the program when you launch
AMS Machinery Manager.
Delete Program
Choose this option to delete a selected program from all tab windows. A message will be
displayed asking you to confirm this action.
Note
Using the Delete Program option only removes the program entry and
icon from the AMS Machinery Manager Main menu. It does not remove
the program from your computer.
Note
You can restore an AMS Machinery Manager program you have deleted
with the Restore Default AMS Machinery Manager Program function
described below.
Restore Default AMS Machinery Manager Program

Select this option to restore an AMS Machinery Manager program which was removed
with the Delete program command on the File menu or was modified using the Program
Properties command on the Modify menu.
Add Program
Select this option to add a non-AMS Machinery Manager program (such as Windows
Notepad or Calculator) to an AMS Machinery Manager tab window. This will allow you
to launch the program from within AMS Machinery Manager.
Program Name - Enter the full path and name of the program, or browse to locate the pro-
gram.

Description - Enter the description you want to appear in the AMS Machinery Manager
tab window.
Tab Display - Select Program Name to display only the program name in the active tab
window. Select Description to display the descriptive name of the program in the active
tab window.
Tabs - Select the program category tab(s) to which the program will be assigned:
Setup/Communications
Analysis
Document/Report
Favorites
The program name will be displayed on the tab windows you select here.
Technology Type - The program can be assigned to one or more Technology Types.
Select the Technology Types to which you want the program assigned:
Portable Vibration
Tribology
Ultrasonics
Motor
Thermography
Corrective Jobs
Status Technologies
Online

Shortcut Bar
Find Shortcut Bar selection under File
Select this option to display a shortcut bar for the selected tab window, for example, Setup/
Communications. Click on the File heading in the Menu bar, then click on Shortcut Bar.
This option will hide the AMS Machinery Manager Main Menu and bring up the Shortcut
Bar with the icons for tab selection showing.
Setup/Communications Shortcut Bar
To launch an AMS Machinery Manager program, simply click on the appropriate button.
To access Menu Bar/File and other options, use the right-mouse function. See Shortcut
Bar Right-Mouse Functions on page 2-40 for more information.
To select a different program category tab, use the right-mouse function to display the menu
options and select a different program category. The buttons associated with the selected
program category will be displayed on the Shortcut Bar.
You can reposition the shortcut bar by clicking anywhere in the bar and dragging toward
the side of the monitor you want the bar to appear. For example, to move the bar to the right
side of the monitor, click anywhere in the bar, and while holding down the mouse button,
drag to the right.

To restore the AMS Machinery Manager Main Menu, use the right mouse function to dese-
lect the Shortcut Bar option.
Log On As Different User

Brings up the Login screen to allow a different user to logon.
Change Customer Data Directory

Available only in Power User mode. This function allows the user to switch AMS
Machinery Manager to a different CustData directory.
Confirm Exit
Determines whether or not you receive an Are you sure you want to exit? prompt each
time you exit AMS Machinery Manager.
Exit
Exits the AMS Machinery Manager program.

Tools Menu Right-Mouse Functions
Use the right-mouse functions to quickly access frequently used options. With the pointer
anywhere on the Tools tab, click the right-mouse button to open the options.
Add AMS Machinery Manager Program

Use this to add other AMS programs. Options include a Program Name drop-
down list, Description field, Tab Display radio buttons to select which you
would prefer be displayed on the tabs, Checkboxes for the tab you want the pro-
gram added to, and then checkboxes to select the Technology Type for which
the program is designed.
36
Add External Program

This window is, essentially, a dupliate of that used for adding AMS Manager programs.
The functionality is virtually the same.

The one difference is that rather than a drop-down menu under Program Name, the arrow
button will launch a Specify Program to Add window where you may navigate your
drives to find the program of interest and add it tothe software.
37
Shortcut Bar Right-Mouse Functions

Use the right-mouse functions to quickly access these options when using the Shortcut Bar.
With the pointer anywhere in the Shortcut Bar, click the right-mouse button to open the
menu of options. Many of these right -mouse options are also available from the Menu Bar/
File menu (see File Menu Items on page 2-29 for more information).
Note
Standard Windows right-mouse options are available by moving the mouse
pointer off the Shortcut Bar and clicking the right-mouse button. See your
MS-Windows documentation for information about these options.
Open Database...
Opens the Open Database dialog. See Open Database on page 2-30 for more informa-
tion.

Synchronize Reference Data
Initiates reference data synchronization. See Synchronize Reference Data on page 2-33
for more information.
Synchronize Reference Data on Startup

When this option is selected, reference data is automatically synchronized each time AMS
Machinery Manager is launched. See Synchronize Reference Data on Startup on page
2-33 for more information.
File Locations...
Opens the Alternate Directory Locations dialog which allows you to review and for cer-
tain items, change the default file locations for files used by AMS Machinery Manager.
38
Help Index Directory - Displays the directory where the HTML Help files for AMS
Machinery Manager are stored. Use the Arrow button to browse for a different disk or
directory.
If you did not install the HTML Help files, you can access Help directly from the AMS
Machinery Manager CD or from a shared network location by specifying the path and
directory in this field.
Manuals Directory - Displays the directory where the Adobe Acrobat .PDF files for the
AMS Machinery Manager user manuals are stored. Use the Arrow button to browse for a
different disk or directory.

If you did not install the .PDF manual files, you can access them from the AMS Machinery
Manager CD or from a shared network location by specifying the path and directory in this
field.
DB Server - Displays the location of the AMS Machinery Manager DB Server. If you are
running AMS Machinery Manager from your local hard drive, this field will display loc-
alhost. If you are running a network installation of AMS Machinery Manager, this field
will display the location on the network of the AMS Machinery Manager DB Server.
Note
The remaining file locations are set during installation, and cannot be
changed.
Default DB Directory
Displays the directory where new databases are saved by default.
Program Category Options

This section of the right-mouse menu displays the program category options. Select a pro-
gram category to display the program buttons on the Shortcut bar assigned to this category.
Autohide
Select this option to hide the Shortcut Bar when you have an AMS Machinery Manager
program running. To display the Shortcut Bar, simply move the mouse pointer to where the
shortcut bar is hidden.
Always on top
Select this option to always display the Shortcut Bar at the top of the display.
Shortcut Bar
Deselect this option to display the AMS Machinery Manager Main Menu.
Exit
Select this option to exit AMS Machinery Manager.
View Menu Items
Refresh Tree
Select this option to refresh the Navigator tree.

Help Menu Items
Contents
Opens MS Explorer to display AMS Machinery Manager HTML Help.
Help Toolbar Options
Hide/Show - Hides or displays the Navigation tools at the left of the
window.
Back - Click this button to navigate to the previous page displayed in the
HTML Help window.
Print - Click this button to open a standard MS-Windows print dialog to
allow you to print the page displayed in the HTML Help window.
Options
Hide/Show Tabs - Hides or displays the Navigation tools at the left of
the window.
Back - Click this button to navigate to the previous page displayed in
the HTML Help window.
Forward - Click this button to navigate to the next page to be displayed
in the HTML Help window.
Home - Moves to the introductory Read this first section of HTML
Help.
Stop - Stop loading the page in the HTML Help window.
Refresh - Reload the currently displayed page in the HTML Help
window.
Internet Options - Displays options for your version of Microsoft
Internet Explorer.
Customize - This option is not currently available.
Print - Click this button to open a standard MS-Windows print dialog
to allow you to print the page displayed in the HTML Help window.
Search Highlighting Off - If you have selected text in the current Help
topic, click this button to remove the highlighting from the text.

Navigation Window
Contents Tab - Displays the contents of the AMS Machinery Manager
HTML Help for the active AMS Machinery Manager program. Click on
any item to navigate to the section. Click the + plus symbol to the left of
the item to display additional sub-sections.
Index Tab - Displays a list of topics in alphabetical order. Click on any topic
to navigate to the section which covers the topic.
Search Tab - Displays a search dialog. Enter text in the keywords field, then
click List Topics to search for topics related to the keywords you entered.
The search engine will display these topics in the list box.
The following Tree Structure descriptions apply to all technologies.
When a database is right-clicked in the navigator, several database
options are available.
Navigator Tree

Remove Database. Selecting this option will remove the database from
the navigator.
Zip Database. This option allows you to zip the database. When
selected, a dialog box will be shown allowing the user to select a path
and file name.
Select Path and File Name

After the desired name and location is selected and the Save button is
clicked a status box will appear that presents the current status of the
zipping process. When the zip is complete this box will appear as
below.
The database files can now be unzipped using the DBzip program (see
Section describing DBZIP / AUTOZIP for more details).
Navigator Settings. Select this to set the Technology, Data Type and
Frequency settings for the Navigator.
Navigator Settings
HTML Help Window
This window displays the contents of the HTML Help. The information is the same
as that available from the printed AMS Machinery Manager manuals or from the
Acrobat.PDF files available on the AMS Machinery Manager CD.

Help on Help
Activates HTML Help to provide instructions on how to use HTML Help itself.
Glossary of Technical Terms

Activates HTML Help to display a glossary of the technical terminology employed
in AMS Machinery Manager.
About AMSTM Suite: Machinery HealthTM Manager

Select this option to display the date, version, and copyright information about the
AMS Machinery Manager program.
Show Patents - Click this button to display a list of patents which apply to
AMS Machinery Manager.

Chapter 3
Database Setup/Management DBASE
DBASE Overview
The Database Setup/Management (DBASE) program enables you to establish and main-
tain an AMS Machinery Manager database. It provides options for creating a new database
and adding, deleting, modifying, or printing database information.
From the Setup/Communications tab of the AMS Machinery Manager main menu, select
Database Setup. The Database Management Functions menu will then be displayed.
Database Management Functions Main Menu
Before getting started with the DBASE program, we need to discuss options that are avail-
able from the top (main) menu. The pulldown menus on this screen provide some impor-
tant functions that are discussed in the following
sections.
3-1
File Menu Items
The File pulldown menu provides the following options.
3-2 Database Setup/Management DBASE

Open Database
Clicking on Open Database opens the following dialog box. Only the databases applicable
to the current user are displayed.
These functions allow you to select a database for use by AMS Machinery Manager.
Current Group - Shows the group that is currently active.
DB Name - Lists the names of the databases that are listed in the active group, which is
shown as the Current Group at the top of this window.
Select Database As Read Only - Allows you to read from (and not write to) the selected
database.
Sort by Most Recently Used Order- Displays the databases with the most recently accessed
database at the top of the list.
Show Database Server - Select this option to display the name of the Database Server
associated with each database.
Select Group - You can use this button to select a database group. Database groups are
comprised of specific databases found in the Default Group. (The Default Group contains
all databases in your personal Database list.) Each user can specify their own unique data-
base groups, and only the groups applicable to the current user are displayed.
3-3
Grouping databases provides a convenient way to create reports or analyze data using mul-
tiple databases, and it makes it easier to search for a specific database. A password and
group name can only be assigned to database groups that have been created in this way,
since the Default Group does not support a password or a group name.
Note
When connected to a machinery analyzer, if a Database Group is defined
and currently active, and CSICOMs Password Setup is set to ON, you
will be prompted to type in the Database Groups password and group
name.
Clicking Select Group causes the dialog box shown below to appear.
Group Selection Buttons
To back out of the Group Selection dialog box, click on the Cancel button.
Other Buttons. The other buttons discussed below allow you to manage your personal
database groups.
Add Group - Displays a dialog box that allows you to add a new group to your group list.
This box also appears if you had select Edit Group. See Edit Group below for details.
Remove Group - removes a selected group from the Available Groups list.

Edit Group - Allows you to determine the properties of the selected database group. When
you click Edit Group, the dialog box below appears.
The text windows and buttons of the Edit Group dialog box provide the following capabil-
ities.
Group Name: - shows the name of the group being edited or created.
Selected Databases - Lists the names of databases that have been assigned to the selected
group.
Available Databases - Lists databases from your database list that have not been assigned
to the selected group.
Add - Takes the databases selected from the Available Databases list and moves them to
the Selected Databases list.
Remove - Removes selected databases from the Selected Databases list and returns them
to the Available Databases list.
Set Password - This option allows you to create a new group password. After a password
has been set for a group, you must enter the password to access the group.
Clear Password - This option allows you to clear the existing group password. Use this
option if you want to remove the password protection from a group.
Note
Database groups are not automatically password protected. You must assign
a password to each database group you want protected.
3-5
Once the group is set up to your liking, click on the OK button.
Edit Database List - If this button appears on your Database Selection dialog box, you
are permitted to change the personal database list. Clicking on Edit Database List opens the
dialog box shown below.
The databases in your database List are listed in the User Databases list of the dialog box.
Other databases available to your AMS Machinery Manager system are shown in the
System Databases list.
These functions allow you to modify your Database List.
Add - Takes the databases selected in the System Databases list and adds them to the User
Databases list. Under System Databases, highlight a database you want to move, then click
on the Add button.
Remove - Removes the databases selected in the User Databases list from the list and
returns them to the System Databases list. Under User Databases, highlight a database you
want to move, then click on the Removebutton.
Show Database Server - select this option to display the name of he Database Server
associated with each database in the User Databases and System Databases lists.
Once your Database List contains the desired databases, click OK.
Print Setup
Displays the Print dialog box which allows you to select the destination printer, printing
range, number of copies, etc.
Output Destination
Displays the Output Destination dialog box which allows you to select where the files will
be sent, the margin dimensions, etc.

Build DB From Master
Provides a logical series of steps that are used to set up a database using an existing data-
base.
Click on the first Browse button to select the file you want to use as the master (source) data-
base. Selected Area and Equipment information will be copied from the source database to
the target database. Click on the second Browse button to select the file you want to use as
the target database, or click on the Create New button to create a new database to be used
as the target.
Note
If you choose the Create New option for the target database, you will need
to follow some additional steps to initially set up the database. For more
information, see Database Global Information (Periodic) on page 3-82.
Choose one of the following in the Analysis Parameter, Alarm Limit, Fault Frequency Sets
field.
Copy These Sets from the MASTER Database - Existing sets from the
master (source) database will be transferred to the target database when-
ever an associated measurement point is selected.
3-7
Use Sets Defined in the TARGET Database - No Sets will be transferred to
the target database. This option is selected whenever the target database
already contains the required analysis parameter/alarm limit sets or if these
sets are to be created at a later time.
Select MASTER Equipment

After you have selected the Master and Target databases from the previous screen, the
Select MASTER Equipment screen will appear. Select the Equipment that you want to
copy to the Target database that you previously selected.
The Select, Config Info, and Config Setup options are available when the database tree
displays in the ADD/EDIT tree structure main function, and also when Selecting Master
Equipment displays in the Build from Master Function.
Press Config Info to get a list of configuration information that you entered when you con-
figured the equipment in the Database Wizard.
Press Config Setup to view the bitmap generated by the Database Wizard.
After selecting the Target Equipment, click Select to copy to the target. After you click
Select, you can edit the parameters of the copied Equipment. For complete information on
each of the variables on this screen, see Edit (Equipment) on page 3-30. After editing
parameters, click OK to continue.

Equipment Parameters
2130 hardware can analyze two or three paired measurement points simultaneously. To
take advantage of this new hardware feature, you can pair measurement points in a few
ways.
Pair measurement points manually from the Edit Equipment Parameters screen (above) by
pressing Mod Grp/Ch #.
3-9
Group/Channel Number Summary
You can take two measurement points simultaneously if they have the same Group and
Channel numbers. Start Group numbers at 21; channels 1-20 are used to set up tri-axial sen-
sors.

Gather Pnts
To pair points automatically, use the Gather Pnts - > Grps option from the Tools menu of
the ADD/EDIT Database Structure dialog box.
By selecting the Gather Pnts - > Grps option, DBASE attempts to pair the measurement
points. You must have used one of the measurement point ID characters to denote the com-
ponent for this function to work. All (up to 3) measurement points with the same compo-
nent character, sensor type, sensor position, and sensor orientation are paired.
If the equipment is highlighted, then the measurement points for that equipment are paired.
If an area is highlighted, then DBASE goes through all the equipment in that area. If the
database is highlighted, DBASE goes through all the equipment in all areas of the database.
3-11
The next screen allows you to modify technology-specific parameters. For more informa-
tion, see Equipment Parameters on page 3-31.
If you created multiple copies of a piece of Equipment on the Equipment Parameters

screen, the following screen will appear. This screen allows you to set the ID, Description,
Reference RPM, and Reference Load for each copy of the Equipment.

After you have set the technology parameters and the Multiple Equipment Copy Parame-
ters, click the OK button and the Modify Measurement Points Control Panel will appear.
10
This screen provides a convenient way to modify individual point parameters or to modify
fault frequencies.
Modify Point Parameters - This window lists the measurement points that are assigned
to the new equipment, and can also be used to add, delete, and/or modify a measurement
point.
11
3-13
Modify Fault Frequencies - This function provides a simple way to modify fault fre-
quencies for a new piece of equipment. For more information on setting up fault frequen-
cies, see Fault Frequency Set Information (Periodic) on page 3-69.
12
After clicking OK, the database tree for your newly created or updated database is dis-
played. Select an Area from the tree to place the copied Equipment, then click the Select
button. At this point, you can also create a new Area in which to place the copied Equip-
ment.
13

Create Database
Displays the Create new Database dialog box which allows you to select the server and
new database name. Accepting this dialog box displays the two-tab Database Global
Parameters dialog boxes. The Function Bar button DB Reference allows you to display
(and modify) Database Global Parameters. The Function Bar button Comp Files allows
you to browse (and select) the various database filenames, paths, etc. required to manage
your AMS Machinery Manager data. Accepting these dialog boxes completes the creation
of the new Database.
Create Oil Ref DB

Allows you to create a blank Oil Reference Database where clean (reference) data can be
stored. This data can then be used as a reference when dirty oil data has been collected.
Note
DBASE is only used to create the blank Oil Reference database the OIL-
VIEW application is used for oil data processing.
Edit Menu Items

Edit functions are not active from the DBASE main menu dialog box.
View Menu Items
Function Bar
Allows you to toggle the Function Bar on or off.
Listing Function Bar

Toggles the Function Bar that appears on right side of listing screens On or Off. When
turned on, the is OK and Pause/Continue buttons are present.
Note
These same functions can still be performed, even when the Listing Func-
tion Bar is toggled to Off, by using the buttons on the top Toolbar.
3-15
Tree Options
Brings up the Tree Options dialog box which allows you to select the available technology
Measurement Points that you want to display. Similarly, if you leave a technology(s)
unchecked, measurement points for that technology will not be displayed. However, even
when a technology is not checked in View/Tree Options, you can still create measurement
point(s) for that technology from the Equipment level screen.
Hierarchy Menu Items
Database
Brings up the Database Selection dialog box that was described in Open Database on
page 3-3.
Tools Menu Items
Set Assignment Summary

This option displays the Set Assignment Summary Options dialog box which allows you
to select which of the following you want reports on:
Analysis Parameter Sets
Alarm Limit Sets
Fault Frequency Sets

This dialog box also allows you to select the technologies that you want to include in the
reports. After making your selections and clicking OK, the Set Assignment Summary
report is displayed.
14
This report lists the set numbers, descriptions, and number of references for the options pre-
viously selected (Analysis Parameter Sets, etc.).
3-17
Show Tree Hierarchy
This function generates a global report for the selected database. This report lists each area,
component, equipment, and measurement point in hierarchical order for the selected data-
base.
Tools Menu | Show Tree Hierarchy Report
Chg Tchnlogy
Brings up the Change Technology dialog box which allows you to select the default tech-
nology screens that will be displayed (this option is also available from the Function Bar).
Help Menu Items
Help
Accesses the AMS Machinery Manager online help documents to assist in your informa-
tion searches.
Note
This option is also available by clicking on the Help Toolbar icon.

About
Brings up a dialog box that lists the version number, creation date, and copyright informa-
tion about the DBASE program.
3-19
Main Menu Options
The options on Database Management Functions main menu are discussed in the fol-
lowing sections.
Database Management Functions Main Menu

Chg Tchnlogy
Clicking on the Chg Tchnlogy Function Bar button Brings up the Change Technology
dialog box which allows you to select the default technology screens that will be displayed
(this option is also available from the Tools pulldown menu).
15
Default Technology Selection At this level, selecting a default Technology from the
Change Technology pop-up window is used to access that specific technology information
in the database (analysis parameter sets, alarm limit sets, predefined notes, etc.). In fact, this
type of information can only be accessed by prior selection of the appropriate Technology.
However, when managing tree elements, when a new measurement point is requested (at
the equipment level), DBASE assumes that you want a measurement point for the default
technology. The program then defaults to this technology (if allowed). You can also create
a measurement point for another technology and are not limited to the default technology.
When a measurement point of another technology is created, the program automatically
changes its default to that technology.
Highlighting the default technology desired and clicking OK will return you to the RBM
Database Management Functions main menu.
Main Menu Options 3-21

Note
Although the Tree Structure option is generic and the descriptions apply to
all Technologies, the remaining options may vary, depending on which
default Technology is selected. To provide an orderly way of showing these
variations in dialog box structures that are available for different technolo-
gies, the remaining five functions on the main menu (Analysis Parameter/
Data Acquisition, Alarm Limit/Data Evaluation, etc.) will be shown
according to a specific technology. In other words, all of the dialog boxes for
Periodic Technology will be shown, then all of the dialog boxes for Oil
Technology, etc.
To exit the Change Technology dialog box, click on the OK button. The dialog box returns
to Database Management Functions.
Database Management Functions dialog box

Tree Structure
The following Tree Structure descriptions apply to all technologies. Double-clicking on
Tree Structure in the RBM Database Management Functions dialog box brings up the
ADD/EDIT Database Tree Structure dialog box.
16
Clicking on the + symbol to the left of a Database allows you to expand it to Areas. Clicking
on the + symbol to the left of an area allows you to expand it to Equipment. Clicking on the
+ symbol to the left of a piece of Equipment allows you to expand it to the Measurement
Point(s) level. Highlighting any item on the tree (from Area to Equipment to Point) enables
you to use any of the seven Function Bar options: Edit, New, Copy, Add Branch, Summary,
Move, or Delete.

MPnt Set Assignments
Accessed by using the Tools pulldown menu or pressing Ctrl-A, this option displays the
Meas Point Set Assignment Options dialog box.
17
Analysis Parameter Set: the choices are Do Not Display Any Set IDs, Display All Set
IDs, or Display Only Matching Set IDs.
Set ID to Match: this three-character field is used with the Display Only Matching Set
IDs option.
Alarm Limit Set: the choices are Do Not Display Any Set IDs, Display All Set IDs, or
Display Only Matching Set IDs.
IDs option.
Fault Frequency Set: the choices are Do Not Display Any Set IDs, Display All Set IDs,
or Display Only Matching Set IDs.
IDs option.

Technologies to Include: place a checkmark to select the technologies desired.
Filter by Analysis Group Number?
- Check if you want to filter by Analysis Group Number.
Analysis Group ID NO:
- Supply Group ID number
After selecting a Technology(s) and clicking OK, the Measurement Point Set Assignment
Summary Report is displayed.
18

Fault Freq. Values
Accessed by using the Tools pulldown menu or pressing Ctrl-F, this option displays the
Print Fault Frequency Values Options dialog box.
19
Frequency Units: the choices are CPM, Hz, or Orders.

For Reference, Use Speed: the choices are On Measurement Point or Entered Below.
Enter RPM to Use: RPM value that you want to use for the reference speed.
Tree Element Summary

This feature allows you get a summary list of the information for the database you have
opened. This summary can include equipment list information such as Equipment ID,
Measurement Points, Type of Equipment, Speed / Load, and Classification.

First, double-click on Tree Structure in the RBM Database Management Functions
dialog box.
RBM Database Management Functions dialog box
A database tree appears on the screen.

Next, click on Tools to drop the menu.
An example database tree with Tools menu selected.

Then, select Tree Element Summary. If the database itself is highlighted, then an Entire
Database Summary Options dialog box appears.
Entire Database Summary dialog box
Now, click on the arrow at the right side of the text box and from the drop menu select No
Equipment List, Simple Equipment List, or Detailed Equipment List.
If an area under a database is highlighted, then an Area Summary Options dialog box
appears. From that dialog box, click on the arrow at the right side of the of the text box and
select Either Simple Equipment List or Detailed Equipment List.
Finally, click on the OK button and a summary list is generated and appears on the com-
puter screen.
To exit the list, press the OK button again.

Periodic Technology
This section describes Periodic Technology dialog boxes.
Edit (Area)
From the ADD/EDIT Database Tree Structure dialog box, with an Area selected, clicking
on Edit (Function Bar option) displays the Area Parameters dialog box with the following
options.
20
Area Description: can contain up to 32 characters and should be as descriptive and

unique as possible.
Area ID: can contain up to four characters and must be unique for each Area in the data-
base. Optionally, both the Area Description and ID can appear on plots and reports
Periodic Technology 3-29

Edit (Equipment)
With a piece of Equipment selected, clicking on Edit (Function Bar option) displays the
Equipment Parameters screen with the following options.
21
Mod Points Button - provides a quick way to modify either point parameters or fault fre-
quencies for a piece of equipment. For more information on modifying points see Modify
Points on page 3-42.
Equipment Description: can contain up to 28 characters and should be as descriptive
and unique as possible.
Equipment ID: can contain up to 10 characters and must be unique for each individual
piece of equipment within the same area.
Note
The Equipment ID code and the individual Measurement Point ID are com-
bined to form a unique identification code for each measurement point dis-
played on Model 1010 and Model 21xx series equipment analyzers.
Equipment Classification: can contain up to 16 characters describing the classification

of this equipment. Use of this field is not mandatory and may be left blank, if desired.

Picture File: identifies a picture file assigned to this equipment. You can display the file
name and use the Assign Picture File function (under the File pulldown menu) to attach or
change a diagram file. To un-assign a picture file from a piece of equipment, use the UnAs-
sign Picture File option under the file menu.
Analysis Group ID No.: An analysis group should contain pieces of equipment that
have similar components and operational characteristics (resulting in similar vibration sig-
natures). This provides another way to group pieces of equipment that have similar analysis
criteria together.
Technologies . . . On a new piece of equipment, adding a checkmark in these boxes
allows you to select the available Technologies. On machines that have already been
defined, this dialog box identifies the available technologies and displays additional infor-
mation about the Points that are defined. It also shows whether specific Technology Flags
are turned off.
Equipment Parameters
Accepting the Equipment Parameters dialog box displays the Equipment Parameters
dialog box. The Periodic Tab has the following options.
22
Equipment Type Code: select from No Speed/No Load, Con. Speed/Con. Load, Var.
Speed/Con Load, Con. Speed/Var. Load, Var. Speed/Var. Load.

Enter Speed Only Once: if the machine is specified as being a variable-speed type, this
option affects the number of times that the machinery analyzer prompts the operator to
enter the machine running speed.
When Selected The operator is prompted only once, before the first
measurement point, to enter the machine running speed.
When Not Selected The operator is prompted to enter the machine
running speed before each measurement point. This option is normally
only used when the running speed could change during data collection
on this machine.
Enter Load Only Once: if the machine is specified as being a variable-load type, this
option affects the number of times that the machinery analyzer prompts the operator to
enter the machine load.
When Selected The operator is prompted only once, before the first
measurement point, to enter the machine load.
When Not Selected The operator is prompted to enter the machine
load before each measurement point. This option is normally only used
when the load could change during data collection on this machine.
Speed Type Code: specifies the units that will be used for the machine running speed.
Select RPM for revolutions per minute or FPM for feet per minute (MPM if using metric).
FPM-To-RPM Factor: This field specifies the variable that will be used to convert from
FPM to RPM.
RPM = FPM x Factor
Factor can be calculated using the diameter (D in feet, inches, or meters

- see following note) of the rolling element by:
23
For D in feet use:
24

Or, for D in inches use:
25
Note
These examples are for an English database. If the database data is Metric,
you must use meters for D.
Reference Speed: the normal operating speed of the machine (entered in revolutions per
minute). If the data is corrupted, DBASE will use Reference Speed as the normalizing fre-
quency for order-type spectral plots.
Reference Load: specified in percent, this is the normal operating load of the machine.
Fixed Tach Location? this option can be used if a tachometer will be connected to mea-
sure RPM on a variable-speed machine with measurement points that run at different
speeds. If only one location is accessible for placement of the tachometer, answer Yes to
enable this feature.
When using Fixed Tach Location, the program will automatically calculate the running
speed for every measurement point based on the ratio of the reference RPM of the machine
to the reference RPM of each measurement point. For more information about Fixed Tach
Location, see When and How to Use the Fixed Tach Location on page 3-97.
Note
This option is functional only if the machine has been specified as variable
speed.

Edit (Point)
With a Point selected, clicking on Edit displays the Periodic Vib. Meas. Pnt. Parameters
screen. The Point Information Tab has the following options.
26
Measurement Point ID: This three-character ID identifies each measurement point and
must be unique for each measurement point on the same piece of equipment. A consistent
system should be devised and used. The first or last character of the ID can be used to indi-
cate the orientation of the sensor (see following examples).
Measurement Point ID Description

H01 Horizontal axis, first measurement point
V03 Vertical axis, third measurement point
A01 Axial axis, first measurement point
Measurement Point Description: can contain up to 32 characters to uniquely identify each

measurement point. Use of this parameter is not mandatory and the description can be left
blank (or shortened) to reduce equipment analyzer memory consumption.

Units Type Code: defines the units that will be used for display and analysis of the col-
lected data. The units may be the actual sensor output or the result of units converted from
the sensor output (Vel <-- Acc, Disp <-- Acc, and Disp <-- Vel). The code descriptions are
as follows:
Code Description
Acc <-- Acc Acceleration in Gs from an acceleration sensor
Vel <-- Acc Velocity in in/sec or mm/sec from an acceleration sensor
Vel <-- Vel Velocity in in/sec or mm/sec from a velocity sensor
Disp <-- Acc Displacement in mils or microns from an acceleration sensor
Disp <-- Vel Displacement in mils or microns from a velocity sensor
Disp <-- Disp Displacement in mils or microns from a displacement sensor
General Dynamic Dynamic signals in arbitrary units
Static/DC Input Static DC signals in arbitrary units
Keypad Input Keypad input in arbitrary units
Temperature Temperature in Degrees F or C
Sound Pressure Microphone signals in PASCALS (Sound Pressure)
NOTE: The following Units Type Codes are used primarily by MotorView
Current Used for electric current measurements in Amps
Flux/Low Freq For use with the flux coil. This should be used for low frequency,
high resolution (3200 lines) flux analysis. Low frequency is
defined in this instance as no more than the maximum of
(2xLF)+5Hz or LF+(2xRPM)+5Hz.
Flux/Slot Pass For use with the flux coil. This type should be used for high
frequency flux analysis. High frequency is defined in this instance
as the larger of stator slot pass or rotor slot pass plus 400 Hz.
Shaft Voltage Used for shaft voltage measurements using the 348SP shaft probe
in volts.
Shaft Current Used for shaft current measurements using the 348SP shaft probe
in Amps.
Units: - If Units Type Code has been specified as arbitrary units (General Dynamic, Static/
DC Input, or Keypad Input) this eight-character field can be used to specify the units label
that will be displayed on reports and plots. For all other code numbers, this field is ignored.

RPM At Measurement Point: specifies the equipment running speed (in RPM) at the spe-
cific location of this measurement point. On a piece of equipment with no gears, belts, or
other transmission system, this value would normally be the same as the equipment run-
ning speed. However, this value may differ from point to point on a complex piece of equip-
ment.
Monitoring Schedule (Days): An effective predictive maintenance program requires reg-
ular, periodic data collection to be taken on the monitored piece of equipment. Enter the
number of days (0.1 to 365.0) that will elapse between each data collection for this mea-
surement point. For example, enter the number 30 for a monthly data collection schedule.
The EXPORT program will use these numbers to generate an exception report for any
equipment and measurement points not meeting this schedule.
Number of Data Values In Statistical Calculations: used in the early stages of setting up a
database, in order to acquire data that will be used to generate statistical alarm limits (Bs)
for this measurement point. The parameter entered in this field designates how many data
collection sessions (1 to 1000) will be used to acquire these data. After this number of sam-
ples has been taken, the statistical alarm (Bs) will not change. Emerson recommends a min-
imum of six data values.
Clear Fault Frequency Setup: When selected, resets all of the variables located on the
fault frequency table to the undefined status. When not selected, retains the existing
values and is useful when creating or modifying consecutive measurement points which
use the same fault frequencies.
Analysis Parameter Set ID: designates the analysis parameter set of this measurement
point. Enter the number (0 through 512) that corresponds to the desired analysis parameter
set. For measurement points that have been specified as DC-type signals (Static/DC Input,
Keypad Input, and Temperature), enter a 0 for the set ID.

Note
The View AP Sets or View AL Sets Function Bar buttons can be used to dis-
play the available sets for assignment for both Analysis Parameters and
Alarm Limits (you do not have to have the cursor on these fields to activate
these functions).
The displayed window provides a view of the currently defined set. Other
sets can be viewed by using the Prev Set and Next Set commands. The dis-
played set can be automatically assigned to the measurement point with the
Select Set command or the currently assigned set can be retained by using
the No Change command.
Alarm Limit Set ID: designates the alarm limit set that will be applied to the analysis
parameter set specified for this measurement point. Enter the number (0 through 512) that
corresponds to the desired alarm limit set. Enter a 0 to bypass the alarm checking feature.
Note
For measurement points that have been specified as DC-type signals in a
database with few similar type signals, the recommended procedure is to
enter the alarm limits on the second page of the measurement point window
(enter a 0 for Alarm Limit Set ID). However, if there are many such DC-
type signals within the same database, it is preferable to define an alarm limit
set for these signals even though only the overall value will be used (this pro-
cedure is recommended for keypad and temperature readings as well).
Note
For dynamic measurement point types, if 0 is entered for alarm limit set,
then no alarming will be performed. Please note that in the routes, if these
points are set to store spectra or waveform on high status, then these points
will never store spectra and/or waveform.

The Sensor/Signal Info Tab has the following options.
27
Probe Type: select casing or shaft.

Sensor Orientation: available options are Unknown, Horizontal, Vertical, Axial,
Radial, Radial-X, Radial-Y, and Tangential.
Sensor Position: the options are Unknown, Inboard, Outboard, Housing, Foundation,
and Pipe/Duct.
Provide Sensor Power? Select to enable the sensor power supply on the equipment ana-
lyzer. Do NOT select for sensors that do not require power from the equipment analyzer.
Sensor Sensitivity (V/EU): the number of volts per engineering unit produced by the
sensor that will be used to collect data for this measurement point. For example, the accel-
erometer supplied with the Model 1010 and Model 21xx series equipment analyzers has a
sensitivity of 0.1 volts per G. Enter the appropriate value for the sensor being used. If you
want to display the signal amplitude in volts, enter a value of 1.0.

DC Offset In Volts: the voltage (VO) that is subtracted from the measured voltage reading
on the input signal before the sensitivity (S) is applied in order to convert to engineering
units (EU).
28
For example, if a 1 to 5 volt span on the input signal corresponds with values of 100 to 900
psi, the DC Offset should be entered as 0.5 volts and the sensor sensitivity as 5 mV/psi
(0.005 V/psi).
Note
The Tools/Calc. Sens and Tools/DC Off. selections provide simplified cal-
culators to determine both sensitivity and DC offset.
Signal Group/Channel Numbers: specifies how measurement points are to be grouped.

The reasons for grouping measurement points are as follows:
1 Using a CSI triaxial sensor - When using a triaxial sensor to measure
the three directions on a single location on the equipment, make sure the
X signal is on a measurement point assigned channel 1, Y signal is on a
measurement point assigned signal channel 2, and Z signal is on a
measurement point assigned signal channel 3. These three measurement
points should be given 1 group number. Another set of three
measurement points on the same equipment also using a triaxial sensor
should be given a different group number. Group numbers for this
application are from 1 to 19.
2 Using the CSI Mux adapter - When using the CSI Mux adapter, a set of
up to 4 measurement points on an equipment could be group together.
The measurement going into Mux channel 1 should be assigned channel
number 1, and so on up to 4. Each group of measurement points should
be given a different group number. Group numbers for this application
are from 1 to 19.
3 Using the dual channel feature of the CSI Model 2120 - When using the
dual channel feature, 2 measurements on an equipment are group
together. The reason for grouping measurement points are as follows:

a. Cross analysis of signals is desired
b. Orbit plots are desired
c. Normal and PeakVue measurement points taken
simultaneously
d. Speed up route data collection by analyzing two signals
simultaneously.
Assign signal channel 1 to the measurement point going into the first
input channel of the analyzer and 2 to the measurement point going into
the second input channel. Group numbers for this application are from
20 to 96.
Measurement is Set to (or Will Not) Auto-Range this option is turned on/off by
using the Turn Auto-Range On/Off button.
Plotting Full Scale Range: only used above has been set to autorange. When used,
this option determines how a data collector spectrum plot will be scaled. If above is set to
not Auto-Range, then this field becomes the Measurement Full Scale Range, which
determines what size signal will use the full scale range of the analog to digital converters
in the data collectors.
Caution!
Exercise care when using this option since an inappropriate value can seri-
ously affect the quality of your data.
HFD Full Scale Range: not used with CSIs present family of 1010 and 21xx meters
but retained for compatibility with some very early data collector models.
Lowest/Highest Valid Signal Level: specifies limits (in engineering units) for the
lowest and highest readings that are expected for this measurement point. Readings below
or above these limits may indicate an equipment malfunction or incorrect measurement
procedure. If you want to disable one or both of these limits, enter a 0 for that parameter.
Integration Mode Override: select from None, Analog, or Digital.
Overall Mode Override: select from None, Analog, Digital RMS, Digital True Peak
and Digital Average Peak..

Function Bar Option
Fault Freq displays the Fault Frequency Information dialog box that shows fault fre-
quency information for this point.
Tools Pulldown Menu Option

Calc. Sens. + DC Off If the Measurement Point is type Static/DC Input, selecting
this option displays a dialog box that allows you to calculate the Sensitivity and DC Offset
values.
New (Area)
Selecting this Function Bar option displays the same Area Parameters screen that appears
when Edit (Area) is selected. Refer to the Edit (Area) section for descriptions of the various
field options.
New (Equipment)
Selecting this Function Bar option displays the same Equipment Parameters screen that
appears when Edit (Equipment) is selected. Refer to the Edit (Equipment) section for
descriptions of the various field options.
New (Point)
Selecting this Function Bar option displays the same two-tab screen that appears when Edit
(Point) is selected. Refer to the Edit (Point) section for descriptions of the various field
options.
Copy
Selecting this option displays the parameters dialog box for the item you have highlighted
(Area, Equipment, or Point). This allows you to change any of the values before copying
the item and pasting it into another location.
Add Branch
Selecting the Add Branch Function Bar option displays the parameters description screen
immediately below the level selected (selected Area displays Equipment and selecting
Equipment displays Point parameters). The values on these screens can be filled in as
desired to define the branch being added.
Summary
Displays a summary of the Area selected listing the Equipment ID, description, and
number of points for each piece of equipment.

Move
Removes the selected item (Area, Equipment, or Point) and allows you to use the Paste
option to place the selected item in the highlighted target location.
Delete
Brings up a dialog box that lists the selected item and warns you about the item(s) that are
being deleted.
Caution!
Delete will permanently erase the selected information from the database.
Once erased, the information cannot be retrieved. Use this feature with cau-
tion. Make sure a backup of the database exists.
Modify Points
The Modify Points Control Panel screen allows you to modify the point parameters or the
fault frequencies (if applicable) for a piece of equipment. Each technology used on a piece
of equipment will have a specific set of points and fault frequencies (if applicable). Click on
the Mod Pt Params or Mod Fault Freq button next to the technology you want to modify.
29

Modify Fault Frequencies - Fault frequencies can be defined for each individual mea-
surement point. Alternately, up to 128 fault frequency sets can be separately defined and
then assigned to each measurement point.
Up to seven individual fault frequency descriptions are available for each point. An indi-
vidual entry may actually define one or more frequencies depending on the input type that
has been selected.
Note
Two different windows are provided for setting up fault frequencies: the
Simple Mode and the Detail Mode. for more information, see Fault Fre-
quency Set Information (Periodic) on page 3-69.
30

Modify Vibration Point Parameters - This window lists the vibration measurement
points that are assigned to a piece of equipment, and can be used to add, delete, and/or
modify the measurement points.
31

Modify Tribology Point Parameters - This window lists the Tribology measurement
points that are assigned to a piece of equipment. For more information, see Oil Tech-
nology on page 3-99.
32

Modify Thermography Point Parameters - This window lists the Thermography mea-
surement points that are assigned to a piece of equipment. for more information, see Ther-
mography Technology on page 3-127.
33

Modify Ultrasonic Point Parameters - this window lists the Ultrasonic measurement
points that are assigned to a piece of equipment. For more information, see Ultrasonic
Technology on page 3-138.
34

Analysis Parameter/Data Acquisition (Periodic)
Used to edit, add, or delete analysis parameter sets. When selected, the Select Periodic AP
Set dialog box is displayed. Individual variables of an analysis parameter set are defined in
the Analysis Parameter Set dialog box (see Analysis Parameter Set on page 3-58).
35
Add Set
To add a new analysis parameter set, click the Add Set command, and the program will
advance to the Define Periodic Parameter Set window. Enter the new set number and click
OK to advance to the three-tab Periodic Analysis Parameter Set window (see note). After
accepting this dialog box, the Analysis Parameter Set (#) - (Name) dialog box is displayed.
Make any desired changes and click OK to complete the process of adding a new set.
Note
Since the new set will be identical to the set highlighted, highlight the set
closest to the desired set before executing the Add Set. You can then
modify the fields as desired.

Delete Set
The Delete Set command can be used to delete a highlighted Analysis Parameter Set from
the database.
Edit Set
To modify an existing set, highlight the Parameter Set Description with the cursor, click the
OK button, and the program will advance to the Periodic Analysis Parameter Set dialog
box.
Spectrum Parameters Tab
Periodic Analysis Parameter Set Dialog Box
Set Description: can contain up to 32 characters that describe the analysis parameter set.
Spectral Frequency Setup: Select a frequency-based (Hz) analysis parameter set or an
order-based analysis parameter set.
Low Frequency Signal Conditioning Limit (Hz): defines the lowest frequency (in default
frequency units) that will be used in overall signal and analysis parameter calculations; all
frequencies less than this value are excluded from these calculations. Enter the low fre-
quency limit in Hertz or CPM, depending on the Default Frequency Units specified for this
database.

Note
For CSI Models 1x, the spectral lines below this cutoff value may not be
accurate in either the analyzer or in AMS Machinery Manager. These values
will be incorrect if they are larger than the highest amplitude in the spectrum
above the cutoff frequency. This is caused by the compression technique
used when storing the spectrum. However, 2120 analyzers will be accurate,
even for values below the low frequency cutoff level.
Note
When using an order-based parameter set, the analyzer multiplies the order
value (specified for Upper/Lower Frequency For FFT Analysis) times the
RPM that is entered during data collection. If this results in an upper fre-
quency value that falls between available frequency selections, the analyzer
will default to the next higher selection for this value.
Lower Freq (Hz/Order): For CSI analyzers such as the Model 2117/2120, this option is
ignored.

Number of Lines: defines the number of lines (frequency samples) that span the fre-
quency range in the FFT analysis. A larger figure for the number of lines will result in
greater frequency resolution on a plot; however, this also increases the memory storage
requirements and may require more time to take measurements. Frequency resolution of
the FFT analysis is defined as the upper frequency divided by the number of lines. The
available selections for Number of Frequency Lines in FFT Analysis are:
Model 2117 Model 2120 Model 2130

100 lines 100 lines 100 lines
6400 lines 6400 lines
12,800 lines*
*single channel only

Number of Averages: determines the number of data samples or averages that are col-
lected by the equipment analyzer to perform the FFT calculation. Emerson recommends
four to 10 averages for normal vibration measurement on rotating pieces of equipment.
(Fewer number of averages may be used in areas with a low random noise level.)
Note
The number of averages affects the total amount of time that will be required
to take a measurement with the equipment analyzerthe greater the
number of averages, the more time will be required.
Spectral Averaging Mode: Select from the following averaging methods:

Normal Mode the normal averaging mode for the equipment ana-
lyzers. The power of each frequency line is summed and divided by the
number of averages.
Peak Hold peak hold forms a composite spectra using the largest
value that occurs for each line in all spectra to be averaged.

Synch. Time (requires a tach signal) synchronous time average mode
has the effect of sampling data at the same portion of each revolution
of the piece of equipment. This makes the sampled RPM constant even
when the equipment RPM drifts. An arithmetic average of the time data
is first formed. The spectrum of this average time data is the synchro-
nous time averaged spectrum. This averaging mode results in a spec-
trum where peaks that are integer multiples of the running speed will
remain while other peaks tend to be averaged down.
Order Track (requires a tach signal) this mode collects time data as in
the synchronous time averaging mode. However, each block of time
data is converted to a frequency spectrum. The arithmetic average of
these spectra is the order-tracked spectrum. This averaging mode
results in a spectrum where peaks that are related to running speed will
remain while other peaks tend to be averaged down.
Tach Trigger In this mode, data is collected only when a tachometer
pulse is present. Data acquisition starts at the beginning of a tach
pulse.
Window Type: (Uniform or Hanning) the Uniform choice does not apply a window to
the sampled time data and is sometimes used for special applications. Hanning window is
recommended for normal operation.
Spectral Weighting: used for acoustic applications; filters the measured spectra to approx-
imate the frequency response of the human ear. This parameter is normally not selected.
Perform 1/3 Octave Analysis?: enables Third-Octave Analysis which is a method of
measuring and displaying the signal amplitude in third-octave bands. This option is nor-
mally not selected.
Number of Analysis Parameters: specifies the number of individual analysis parameters
(0 to 12) that will be included in this analysis parameter set. When using Third-Octave
Analysis, this variable is automatically set to zero (0).

Caution!
It is not good practice to change the analysis parameter set that has been
assigned to a measurement point after data have been collected and stored
for that pointtrend data plots will exhibit unusual changes around the date
that the alteration occurred. If the analysis parameter must be changed, it is
recommended that the collected trend data be deleted from the database,
and the associated statistical values be reset to zero, before making the
change.
Signal Processing Parms Tab
36
SST Control: Select if the data collector is a 2120 and you want to collect low frequency
data utilizes the internal hardware features to improve accuracy in low frequencies read-
ings.

Pre-process Signal?: Select if PeakVue/Demodulation is to be turned on in the CSI Model
2120. .
Setting 2117 Analyzer 2120 Analyzer 2130 Analyzer
None Supported Supported Supported

500 Hz HP Supported Supported Supported
10000 Hz HP Maps to 5 kHz HP Supported Supported
20000 Hz HP Maps to 5 kHz HP Supported Supported
20 - 150 Hz BP Maps to 500 kHz HP Supported Supported
500 - 1000 Hz BP Maps to 1kHz HP Supp Supp
50 Hz Notch Supported * Errors on Rte Load Errors on Rte Load
60 Hz Notch Supported * Errors on Rte Load Errors on Rte Load
100 Hz LF Reject Supported * Errors on Rte Load Errors on Rte Load
* Only if the 750
Demodulator is
attached.
Filter Setting: To set the filter, press the space bar (or click on the arrow) and choose
from the following:

Waveform Parameters Tab
37
Obtain Special Time Waveform: To change the default settings for acquiring the time
waveform, select (place an x in the box) and then specify the following variables:
Enable FMAX Calculator: if you are unsure of the maximum fre-
quency you need to calculate your waveform, use the FMAX calculator
to determine the maximum frequency.

Input values for the maximum frequency (in Hz or Orders), number of
revolutions, and RPM at measurement point. Click the Re-calculate
button to see how the changes impact the number of lines, delta-T and
total time on the waveform. To keep these adjusted values, click on the
Use Adjusted Values button. To return to the values on the Waveform
Parameters Tab, click the Ignore Calculator Session button.
The Waveform Frequency Calculator uses the following formulas to
determine results:
Maximum Frequency: enter a new Fmax if the time waveform is to

be sampled using a different Fmax.
Maximum Frequency Unit Type: select from Spectra, Hz, or Orders.

Data Units: press the space bar (or click on the arrow) to display the
following options. Choose the units the measurement sensor is using
and enter the number corresponding to your choice. When Sensor Units
is selected, the analyzer uses the native units of the sensor.
Sensor Units
Acceleration
Velocity
Displacement
Number of Points: Enter the number of time samples desired.

Trigger: click on the arrow or press the spacebar to choose between
None or Tach. Select Tach if the time waveform is to be sampled fol-
lowing a tachometer trigger.

Analysis Parameter Set
Clicking the OK button on the Periodic Analysis Parameter Set window records the new
or modified variables and advances to the Analysis Parameter Set dialog box (if the number
of analysis parameters is not 0). If the number of analysis parameters has been set to 0,
clicking the OK button returns you to the Select Analysis Parameter Set window. The Set
ID number of the current parameter set appears at the top of the screen for reference.
38
Description: 14-character field that is used to describe and identify each individual anal-
ysis parameter.

Parameter Units Type: specifies the type of units that will be used for each individual
analysis parameter (for vibration signals only). This feature can be used to set up the indi-
vidual analysis parameter to use units that are different from the overall signal amplitude.
Select the desired units type from the following table.
DFLTU Default units (units specified in Units Type

Code at point definition)
VELOC Velocity (in/sec or mm/sec)
DISPL Displacement (mils or microns)
ACCEL Acceleration (Gs)
HFD U HFD (Gs)
Special Note for Time Waveform Parameters

Case #1: No Special Time Waveform was specified in previous menu.
DFLTU cannot be used because the units of the time waveform collected are
dependent on the integration mode of the data collector. If DFLTU is allowed, the
units of the time waveform parameter will become indeterminate.
No time waveform parameters will be collected if the units specified do not match
units of the time waveform acquired by the data collector. Therefore, ensure that the
units match the following:
If you are using an accelerometer and the data collector is in Analog
Integration, specify VELOC.
If you are using an accelerometer and the data collector is in Digital

Integration, specify ACCEL.
Emerson strongly recommends that a special time waveform be specified with the
desired units selected (see Case #2).
Case #2: Special Time Waveform was specified in previous menu.
DFLTU will be the only unit type allowed and stored because it is the only unit type
that will always be consistent with the specified special time waveform. Although
other unit types can (sometimes) be valid, they are not allowed because of the pos-
sibility of an inconsistent setup.

Type of Parameter: determines the method used to calculate the trend data from the spec-
tral information within each individual analysis parameter. Select the desired method:
Hz/CPM INT Signal amplitude over the interval between the lower and upper
frequencies (specified in Hz/CPM).
ORD INT Signal amplitude over the interval between the lower and upper
frequencies (specified in orders).
HFD Signal amplitude above 5 kHz. No lower or upper frequency need be
specified.
Hz/CPM vHFD Variable high frequency detection band. This parameter is calculated
from a high frequency spectrum over the interval (specified in Hz/
CPM).
NxRPM - A NxRPM Amplitude (requires tach signal)
NxRPM - P NxRPM Phase (requires tach signal)
DC-GAP DC Gap Reading
DC-MEAS DC reading which also takes sensor sensitivity into account
MP Frq Maximum peak value in the frequency interval (specified in Hz or
CPM)
MP Ord Maximum peak value in the frequency interval (specified in orders)
MP Wave Maximum waveform peak
P-P Wave Measurement between highest and lowest waveform peaks
Crest Waveform crest factor
NOTE: The following Types of Parameters apply to shaft probe measurements.
V-Peak Retrieves the peak voltage (often a result of spike voltages on the
equipment shaft) from the (348SP) shaft probe only.
CUR2-DC The result of DC current taken across a 10 ohm resistor within the
348SP shaft probe only.
CUR2-AC The result of AC current taken across a 10 ohm resistor within the
348SP shaft probe only.
Fullband The overall of the measurement taken from 0 to 20 kHz at 3200 lines
resolution.

Lower Frequency: Enter the lower limit of the band in frequency Hz (or CPM) or Orders,
as selected in the spectral frequency set up. This value must be less than the value specified
for Upper Frequency. For Type of Parameter selections five and six, this field is used to
specify the value of N.
Upper Frequency: Enter the upper limit of the band in frequency (Hz or CPM) or order.
This value must be greater than the value specified for Lower Frequency. For Type of
Parameter selections five and six, this field is used to specify the bandwidth (or 1/number
of cycles).
Note
If the Upper Frequency is 0.0 and the Lower Frequency is greater than 0.0,
this band will be interpreted as the energy from the Lower Frequency to the
maximum frequency of the spectrum (whatever that is).
Summary Information
This function displays a report that lists the analysis parameters associated with the selected
database. To access this function, select Summary Information from the Tools menu or
press Ctrl-L.
39

The Listing Details Option screen provides the ability to customize the information listed
in the report. Select the amount of detail desired for the report by highlighting one of the
three options.
40
Click either the OK button or the green check button, or press the Return key to generate
the report.
Analysis Parameter Set Summary Information

Alarm Limit/Data Evaluation (Periodic)
This option (on the Database Add/Edit Options dialog box) is used to edit, add, or delete
alarm limit sets. After selecting this option, a list of the previously defined sets is displayed
in the Select Periodic AL Set dialog box.
41

Edit Set
To modify an existing set, highlight the Alarm Limit Description with the cursor, click the
Edit Set command and the program will advance to the Periodic Alarm Limit Set dialog
box.
42
Set Description: can contain up to 32 characters that describe the alarm limit set.
Maximum Deviations (B): The Bs early warning alarm is a level determined by mul-
tiplying the number of Maximum Deviations times the standard deviation and then
adding the mean (average) value.
Note
When using a dual lower type of alarm, the Baseline Ratio is specified as a
number with a value of less than one (<1.0).

Units Code: indicates the type of units that is used for the alarm levels of the overall signal
level and each individual analysis parameter. The Units Code fields are for reference
onlythe overall alarm levels must be in the same units specified in the measurement point
setup, and the analysis parameters must be in the same units specified in the analysis param-
eter setup.
Code Units
VELOC Velocity (IN/SEC or MM/SEC)
DISPL Displacement (MILS or MICRONS)
ACCEL Acceleration (G-s)
HFD High Frequency Detection Units (G-s)
DYNAM Dynamic Signal
STATC Static/Phase/Crest Factor
SOUND Sound Pressure Units (PASCALS)
TEMP Temperature (Degrees C or F)
CURNT Current
FLUX Flux
SFTVL Shaft Voltage
SFTCR Shaft Current
W-ACC Waveform Pk/PP Acceleration
W-VEL Waveform Pk/PP Velocity
W-DIS Waveform Pk/PP Displacement
W-OTH Waveform Pk/PP Other

Alarm Type: designates which alarm type code will be assigned to the overall signal level
and to each individual analysis parameter. The seven alarm types are listed below.
Alarm Type Codes

DU-A Dual Upper Level - Absolute
IW-A In-Window - Absolute
OW-A Out-of-Window - Absolute
DL-A Dual Lower Level - Absolute
DU-D Dual Upper Level - Delta
DL-D Dual Lower Level - Delta
DW-D Dual Out of Window - Delta
Fault D: For absolute alarm type codes, this specifies the measured value indicating that
the piece of equipment has failed. Fault alarm values can usually be found in published
standards for various types of equipment. For delta alarm type codes (positive numbers
only), these are the changes from the baseline levels that represent equipment failure.
Note
If the value entered here is 0.0, no alarm testing will be performed for this
parameter, even if other entries (i.e., C...) are non-zero.
Alert C: For absolute alarm type codes, this specifies the measured value indicating an
approaching equipment failure. For delta alarm type codes (positive numbers only), these
are the changes from baseline levels that indicate approaching failure. Alert values should
be chosen so that once reached, there is sufficient time to plan for orderly repair of the
equipment.
Weak Side Lo/Hi: The weak side alarm provides protection against improper collec-
tion of data. For dual upper alarm type, this is the lowest level an equipment in good condi-
tion should exhibit. For dual lower alarm type, this is the highest level equipment in good
condition should exhibit. The weak side value should correspond to a level where sensor
readings are high/low enough to be valid, but not high/low enough to be a meaningful
reading.

Baseline Ratio Br: A baseline value (the amplitude level within each individual anal-
ysis parameter) is recorded during the first actual measurement of each point. The Br
early warning alarm is based on a level resulting from the Baseline Ratio times the base-
line value within each individual analysis parameter.
Add Set
To add a new alarm limit set, click the Add Set command, and the program will advance to
the Define Periodic Alarm Limit Set dialog box.
Note
The new set will be identical to the set highlighted. Therefore, highlight the
set closest to the desired set before executing the Add Set. You can then
Accepting the Define Periodic Alarm Limit Set dialog box will display the Periodic Alarm
Limit Set dialog box. Modify the various fields as desired and click OK to complete the
process of adding the new Alarm Limit set.
Delete Set
The Delete Set command can be used to delete an Alarm Limit Set (selected with the high-
lighting cursor) from the database.

Summary Information
This function displays a report that lists the alarm limits associated with the selected data-
base. To access this function, select Summary Information from the Tools menu or press
Ctrl-L.
43

Alarm Limit Set Summary Information Report
Fault Frequency Set Information (Periodic)

Fault frequencies can be defined for each individual measurement point. Alternately, up to
128 fault frequency sets can be separately defined and then assigned to each measurement
point. The Fault Frequency Set Information option is used exclusively to Edit, Add, or
Delete fault frequency sets.
Up to seven individual fault frequency descriptions are available for each set. An individual
entry may actually define one or more frequencies depending on the input type that has
been selected.
Note
Two different dialog boxes are provided for setting up fault frequencies: the
Simple Mode and the Detail Mode. Most of the fault frequency types
defined in one setup window can be transferred to the other setup window;
however, the Simple Mode method cannot construct all of the types avail-
able using the Detail Mode method. Use the Simple/Detail Mode Function
Bar option to toggle between the two dialog boxes.

Simple Mode
Select Fault Frequency Set Information from the RBM Database Management Functions
dialog box. Then, from the Select Fault Frequency Set dialog box, select a fault frequency
set and click OK. The Fault Frequency Set Information dialog box will be displayed
Simple Fault Frequency Set Information Dialog Box
Set Description: up to 32 characters that identify this fault frequency set.

Fault Frequency Description a 14 character, descriptive label that identifies each fault
frequency entry.

Type Frequency specifies the type of frequencies that are defined in this entry. Select the
desired input type (this is a Simple Mode listing):
Code Description
XXX Undefined (no fault frequency defined for this line)
*** Simple Set (not available in Simple Mode)
NxRPM Multiplied Frequencies
RPM Turning Speed
BRG Bearing Frequencies
GEAR Gearing Frequencies (pre-calculated)
GBOX Gearbox Frequencies (pre-calculated)
HARM Harmonic Frequencies
BELT 1 Belt Frequencies (input is turning speed)
BELT 2 Belt Frequencies (output is turning speed)
FIX Fixed Frequency
MTRV Motor Vibration Frequency (electrically related motor
faults found in vibration)
MTRC Motor Current Frequency (electrically related motor faults
found in electric current measurements)
SET Previously Defined General Fault Frequency Set
(see Note 1)
Note
1. SET is only available when defining fault frequencies in the Measure-
ment Point setup. If a general fault frequency set is being defined, SET is not
an option.

Specific Element ID This field is used to enter the ID number of a fault frequency set or
component in the data file (gear, bearing, etc.) depending on the Type Frequency that has
been selected.
Type ID Numbers Description

Frequency
NxRPM Any number This is the N of NxRPM. Multiplies the reference
frequency to obtain the fault frequency. (see Note 2)
RPM (-2 to +48) Source of RPM used in calculations - descriptions are:
-2 = any measurement point with a different RPM
(-2 should not be used as the input for GBOX)
-1 = equipment RPM
0 = current measurement point
+1 to +48 = measurement point number
BRG (1-30,000) Retrieves data from the bearing data set stored in the
bearing file under this ID number.
GEAR (1-30,000) Recalls data from the gear data set stored in the gear file
under this ID number.
GBOX (1-30,000) Recalls data from the gearbox data set stored in the gear
file under this ID number.
HARM Any number The lowest harmonic of interest. (see Note 2)
BELT 1 (1-30,000) Retrieves data from the belt data set stored in the belt file
BELT 2 under this ID number (input.
FIX Any number This value is the fault frequency.
MTRV (1-30,000) Retrieves fault frequency information from the motor
MTRC data set stored in the motor file under this ID number.
SET (1-128) Refers to a general fault frequency set that has been
previously defined in the database. (see Note 1 on
previous page)

Note
2. If a Fault Frequency is set up in the Simple Mode, both HARM and
NxRPM can only be set up to be harmonics of the running speed obtained
from the current spectra. If harmonics of other frequencies are desired, this
fault frequency must be set up in the Detailed Mode. Returning to the
Simple Mode after defining a specific Reference Frequency in Detailed
Mode is workable. However, the value of the Reference Frequency will be
hidden.
Note
To assign a fault frequency set to a measurement point, enter a description
of the set into the Fault Frequency Description field, Set into the Type Fre-
quency field and the set ID number into the Specific Element ID field.
CSI/User CSI refers to the CSI component warehouse (for previous CSI users, this is
the old BEARING, GEAR, BELT, MOTOR files). All these files are now combined into
what is called the component warehouse. One CSI component warehouse and one user
defined warehouse is associated with each AMS Machinery Manager database (there is
only one CSI supplied warehouse). You can define as many user defined warehouses as
you want but, only one can be associated with a particular AMS Machinery Manager data-
base. The association of the warehouses to the database is done while performing the
GLOBAL setup in DBASE.
Number of Harmonics specifies the number of harmonics (up to 12) of the fault fre-
quency that will be represented on the spectral display and also listed on printouts. (For
BRG type, use a negative number of harmonics to indicate the inner race is fixed and the
outer race is rotating.)
Simple Mode Function Bar Commands

Detail Mode accesses the alternate Detail Mode dialog box that provides a more
detailed method of setting up fault frequencies.
ID Search If the Type is BRG, GEAR, GBOX, BELT1, BELT2, MTRV, or MTRC, after
highlighting the specific element ID and clicking on this button, you can do a search of the
component file for the ID of the bearing, gear, gearbox, etc.
Delete Freq returns the highlighted entry line to the undefined state.

Detail Mode
Select Fault Frequency Set Information from the RBM Database Management Functions
dialog box. Then, from the Select Fault Frequency Set dialog box, select a fault frequency
set and click OK. The Fault Frequency Set Information dialog box will be displayed.
Detailed Fault Frequency Set Information Dialog Box
Set Description: use up to 32 characters to identify this fault frequency set.

Fault Frequency Description a 14 character, descriptive label that identifies each fault fre-
quency entry.

Input Type specifies the type of frequencies that are defined in this entry. Select the
desired input type from the popup window (this is a Detail Mode menu):
Code Description
XXX Undefined (no fault frequency defined for this line)
MUL Multiplied Frequencies
RPM Turning Speed
BRG Bearing Frequencies
GEAR Gearing Frequencies (pre-calculated)
GBOX Gearbox Frequencies (pre-calculated)
BELT Belt Frequency
HARM Harmonic Frequencies
MOD Modulated Frequencies
FIX Fixed Frequency
MTRV Motor Vibration Frequency (electrically related motor
faults found in vibration)
MTRC Motor Current Frequency (electrically related motor faults
found in electric current measurements)
ADD Added Frequencies
SET Fault Frequency Set (see Note)
Note
This code is not available when defining a fault frequency set.
Reference Frequency specifies the frequency that will be used as a reference when per-
forming calculations. Enter a zero (0) to designate the current speed as the reference (when
viewing a spectra, the current speed is the located RPM) or enter a fault frequency entry
number (1 through 6) that has been previously defined (reference entry number must be
less than the current entry number).

The Reference Frequency also affects these four Input Types in the following manner:
Input Type Reference Frequency Function

MUL Multiplies the frequency designated by this number times the first
modifier.
GBOX Identifies the reference frequency designated by this fault frequency
line number. If, for example, this number referenced a fault frequency
line that also contained a gearbox setup (GBOX or GEAR), it would
identify the output frequency of that gearbox.
HARM Identifies the frequency designated by this number as the first or
fundamental harmonic frequency.
MOD Identifies the frequency designated by this number as the fault (carrier)
frequency which is being modulated (sideband frequencies surround
it).

Component /Set ID This field performs different functions depending on the Input Type
that has been specified.
Input Component Description

Type or Set ID
BRG 1-1,000,000 Retrieves data from the bearing data set stored in the bearing file
under this index number
RPM The source of the RPM used in calculations. Identities are as
follows:
1-48 The ID of the measurement point
0 Current measurement point
-1 Equipment RPM
-2 Any measurement point with a different RPM (-2 should not be
used as the input for GBOX)
GEAR 1-1,000,000 Recalls data from the gear data set stored in the gear file under
this index number
GBOX 1-1,000,000 Recalls data from the gear data set stored in the gear file under
this index number
Refers to a previously defined fault frequency entry in the same
fault frequency set. The referenced entry represents the
modulating frequency. In the fault frequency set shown at the
MOD 0-6 beginning of this section, entry 6 shows an Input Type of MOD,
which refers to entry 1 in the component ID as the modulating
frequency. MOD requires that the modulating frequency is a
previously defined entry, or if 0, the turning speed of the piece of
equipment
BELT 1-1,000,000 Retrieves data from the belt data set stored in the belt file under
this index number
Specifies the line number (in the fault frequency list) containing
ADD 0-6 the frequency used to be multiplied by the First Modifier, which
is then added to (or subtracted from) to the Reference Frequency
RPM to obtain the additive frequency

CSI/User CSI refers to the CSI component warehouse (for previous CSI users, this is
the old BEARING, GEAR, BELT, MOTOR files). All these files are now combined into
what is called the component warehouse. One CSI component warehouse and one user
defined warehouse is associated with each AMS Machinery Manager database (there is
only one CSI supplied warehouse). You can define as many user defined warehouses as
you want but, only one can be associated with a particular AMS Machinery Manager data-
base. The association of the warehouses to the database is done while performing the
GLOBAL setup in DBASE.
First Modifier The following table lists the First Modifier functions depending on the (FF)
Input Type shown
.
Input Type First Modifier Function

MUL Uses the value specified in this field to multiply the reference frequency in
order to obtain a desired fault frequency.
BRG For a bearing with only one race rotating (most common case), enter a zero
(0.0). For a bearing with both races rotating, this entry specifies the ratio
of the outer race speed to the inner race speed. Enter a positive ratio (>0.0)
if both races are rotating in the same direction and negative (<0.0) if the
races are rotating in opposite directions. A value of one (1.0) is invalid
because this would imply that both races are moving at the same rotational
speed and in the same direction.
Takes the value entered in this field to multiply the frequency designated
MOD in the Component Or Set ID field to attain the desired harmonic
component of the modulation frequency. In most cases, this value is 1.0,
but modulation frequencies do occasionally develop at multiples of a
fundamental frequency.
HARM Uses the value in this field to define the lowest harmonic of interest.
GEAR This refers to the shaft number.
FIX Causes this entry to designate the fixed frequency of interest in Hz or
CPM, depending on the definition of the global frequency units in the
database.
ADD This entry is multiplied by the frequency on the fault frequency line
specified by the Component/Set ID, which is then added (or subtracted) to
the Reference Frequency RPM in order to obtain the additive frequency.

Second Modifier For most input types, this field defines the highest harmonic (multiplier)
of interest. The program limits the total number of harmonics to 12. The effect according to
the Input Type appears below.
Input Second Modifier Function

Type
MUL Causes this entry to define the highest harmonic of the frequency calculated
by multiplying reference frequency and the first modifier.
BRG Causes this entry to specify the number of harmonics of the bearing
frequencies (FTF, BSF, BPFO, and BPFI) that are calculated and displayed.
If negative, the absolute value specifies the number of harmonics; it also
specifies that the outer race is rotating and the inner race is fixed.
GEAR Causes this entry to designate the number of harmonics of the gearmesh and
shaft speed frequencies that are calculated and displayed.
GBOX Designates the number of harmonics of the gearbox frequencies.
HARM Causes this entry to represent the highest harmonic of interest.
FIX Causes this entry to determine the number of harmonics of the specified fixed
frequency.
MOD Causes this entry to establish the number of sidebands of interest on each side
of the reference frequency.
ADD The number of times the additive factor will be added to the Reference
Frequency is as follows:
1st frequency = Ref. Freq + 1 x (Component/Set ID x 1st Modifier)

2nd frequency = Ref. Freq + 2 x (Component/Set ID x 1st Modifier)
nth frequency = Ref. Freq + nth x (Component/Set ID x 1st Modifier)
Detail Mode Function Bar Commands

Simple Mode allows you to switch to the Simple Mode dialog box menu.
ID Search If the Type is BRG, GEAR, GBOX, BELT1, BELT2, MTRV, or MTRC, after
highlighting the specific element ID and clicking on this button, you can do a search of the
component file for the ID of the bearing, gear, gearbox, etc.

Summary Information
This function displays a report that lists the fault frequency sets associated with the selected
database. To access this function, select Summary Information from the Tools menu or
press Ctrl-L.
44

Fault Frequency Set Summary Information Report
Notepad Observations (Periodic)

After selecting the Notepad Observations option, a list of generic and
Periodic notes is displayed and can be downloaded into the equipment analyzer along with
other Route information. While collecting data, these notes can be selectively assigned to a
piece of equipments measurement points (up to 12 per piece of equipment) to record com-
ments concerning the status of the piece of equipment. The assigned notepad observations
are loaded into AMS Machinery Manager, along with the collected data, and can be
accessed while using the PLOTDATA and EXPORT programs. When a database is cre-
ated, AMS Machinery Manager supplies a list of note codes that you can modify if desired.

The Notepad Observations list is used throughout the entire databaseall areas and pieces
of equipment access the same list. If routes from multiple databases are to be simultane-
ously downloaded into the analyzer, Emerson recommends that all files use the same
notepad list.
45
Database Global Information (Periodic)

The Database Global Information option can be used to modify the global information that
was specified during the creation of a new database. You can use the same two-tab
sequence of dialog boxes that was used to Create a New File. Use the File pulldown menu
(or Open Database icon) to display the Database Selection dialog box and select the data-
base to be modified. Then, select Add/Edit Old Information/Database Global Information
to bring up the following two-tab dialog box.

General Parms Tab
46
Company Name: up to 32 characters can be entered in this field.

Default Frequency Units: the units that will be used for entering and displaying fre-
quency-related data. The selected units will also be used for the frequency axis of spectral
displays, if not specified otherwise. Select Hz (cycles per second) or CPM (cycles per
minute).
System For Data Units: select either English or Metric as the standard for units that
will be used to measure and display all data. Data units will be displayed as follows:
Parameter English Metric

Acceleration Gs Gs
Velocity in/sec mm/sec
Displacement mils microns
Temperature degrees - F degrees - C
Sound Pressure Pascals Pascals

Area, Equipment, and Load Keywords and Load Units: These options enable you to
globally substitute other descriptive names in place of Area, Equipment, Load, and Load
Units throughout the AMS Machinery Manager programs while using this database. For
example, using the word Floor might be more descriptive than Area or using the word Flow
instead of Load.
Load Units is normally defined as a percentage of full loaddefining the operational state
of the piece of equipment at the time data were collected. Another word may also be sub-
stituted for this description, for example, GPM would be more descriptive when using
Flow as the Load keyword.
Caution!
Emerson recommends that you do not use a keyword to replace a keyword.
For example, Equipment should not be substituted for Area.
Percent of Fault Limit For Baseline Override: establishes minimum baseline/mean

values, as a percentage of each fault level (usually 10 percent), that will be used when deter-
mining early warning (Br and Bs) alarm levels. This percentage of the fault level will be
substituted for the baseline if the actual baseline is less than this value. Enter a zero (0) to
disable this feature.
Corrective Params Tab
47

Maximum Analyze Data Duration (Days): enter the maximum number of days you
want to analyze the data.
Standard Electrical Line Frequency: enter the AC line frequency at which you are
operating normal U. S. line frequency is 60 Hz.
Foot Pre-Check Method: Soft Foot or Frame Distortion Index.
Load Balance Trim Runs? click on the box to add a checkmark if you want to load
balance your trim runs.
Measure of Power Quality: select either DIN=Distortion Index or THD=Total Har-
monic Distortion.
Function Bar Options

db Reference displays the Database Global Parameters dialog box. The first column
allows you to select the appropriate Unit Mode for each variable. The dB Reference
column is used to specify the reference value that will equal 0 dB when using a decibel dis-
play for each data unit. To change from the standard default values, enter the new value in
the appropriate field.
Comp Files displays the Database Global Parameters dialog box. From this window,
you can browse and select filenames for the Associated RBMview Database, External
Envelope, User Supplied Component Warehouse, Transient Data Storage, Thermo-
graphic/UltraSonic Framework, and Image File Storage Filenames and Pathnames.

Notes, Examples, and Tutorials
The following sections contain examples and additional descriptive information that
should help you better understand how to use some of the DBASE features. Although this
material should be very helpful, some of the information will only be appropriate for spe-
cific technology(s).
Alarm Limit Notes

Be sure the Alarm Limit Set and the Analysis Parameter Set go together when
defining each Measurement Point Information window. Continually evaluate the
success of the signal parameters and the alarm limits as you scan data. If EXPORT
repeatedly overlooks faults, revise the analysis parameter and alarm limit sets. In
addition, always review these sets whenever your company overhauls, completely
replaces, or changes the normal operation of any monitored pieces of equipment.
Modify Alarm Limit Sets with care. Many different measurement points and pieces
of equipment may use each set. Any change that you make to one set affects all
measurement points that use that set. Make a new set for a piece of equipment
whose service has been modified.
If no alarm checking is desired for dynamic sensors, use Alarm Limit Set zero (0).
If no alarm checking is desired for certain analysis parameters, then enter a value of
zero for the fault value. If an alarm limit is not desired, enter zero for that particular
limit. (If zero is an invalid value in your application, then substitute a number close
to zero, such as 0.001.)
For users with multiple database files, Emerson recommends that all files use the
same alarm limit and parameter sets, to use unique set ID numbers for each data-
base, or to only download routes from the same database for each collection survey.
The use of sets with the same ID number but different definitions can produce unex-
pected results if both are loaded into an equipment analyzer at the same time (see
note).
Note
If your data collectors have Database Name Support turned on, this will not
cause a problem.

Design your Alarm Limit Sets so that the early warning, alert, and fault limits
increase numerically for upper alarm types and decrease numerically for lower
alarm types. AMS Machinery Manager does not force any relative relationship
between these limits. The B alarm code, however, could never occur if the early
warning limit exceeds the alert or fault limits as more severe alarms would have
taken precedence. Alarm checking starts at the highest alarm type and stops as soon
as an alarm has been generated.
Decide how many measurements you need to calculate the standard deviation. Enter that
amount for Number of Data Values in Statistical Calculations on the Measurement Point
Definition window. A large standard deviation occurs when the measurements are quite
different. Measurements that have little difference, however, produce a small standard devi-
ation. AMS Machinery Manager adds the mean (average) value to a multiple of the calcu-
lated standard deviation. The multiple is defined by the Maximum Deviation in the Alarm
Limit Set. This calculated value is then compared to the observed value of the signal param-
eter. The accuracy of this common statistical technique of highlighting unusual data depend
on:
the number of data points used to define the sample;
the duration of time involved in the collection of the sample;
the variance of the sample.
An alarm caused by this analysis method may prove insignificant with a small standard
deviation. The larger the sample, the more accurate the standard deviation and the mean.
You can calculate a standard deviation only after you collect enough measurements. A
number of measurements collected over an interval of several months may more accurately
represent equipment operation than collection over a period of a few weeks.
Notes, Examples, and Tutorials 3-87

Fault Frequency Notes
Fault frequency sets prove to be an enormous asset in analysis of spectral plots. The guide-
lines below are intended to make fault frequency sets easier to develop.
Establish some good general fault frequency sets. Define some basic, general fault
frequency sets that you can use throughout the database. Use of these generalized
sets helps you gain insight so that you can define and use more complex sets for spe-
cial circumstances.
Check frequency specifications. You can easily make mistakes when you define
fault frequency sets. Check the calculations and frequencies that you specify for
each entry. The program only displays the fault frequencies that have been provided
in each set. Therefore, if the plot labels and/or frequency locations appear incorrect,
take the defined parameters in the set and manually calculate the fault frequencies
to verify the input. You may obtain a list of the specified fault frequency values
under the Print option in the Database Management commands window.
Detail Mode Fault Frequency Set Examples

The following highlights each fault frequency Input Type with practical guidelines as to
how each one may be implemented in a fault frequency set.
Multiplied Frequency (MUL): Many types of equipment problems appear as one or more
multiples of the equipment turning speed on a spectral plot. Misalignment frequently man-
ifests at twice the turning speed. Looseness shows harmonic peaks of the turning speed, and
many times, just the odd-numbered harmonic peaks appear at 1xT.S., 3xT.S., 5xT.S., etc.
Vane or blade pass frequencies are generated at a frequency equal to the number of blades
multiplied by the turning speed.
The MUL Input Type requires the definition of the following items on the Fault Frequency
Definition menu:
a Reference Frequency, which is 0 for equipment speed or 1 to 6 for a previously
defined Fault Frequency Description on the same definition menu;
the First Modifier, which is 1.0 only if the Reference Frequency is desired, any other
positive number to reflect harmonic or subharmonic frequencies of interest;
and the Second Modifier, which has 1.0 as the default, may define harmonics of the
multiplied frequency if the input is greater than 1.0. The component or set ID is not
used for this input type and can be set to 0.

In the example below for a running speed of 10 Hz, the loose belt fault frequencies that are
generated are 16.5, 33, and 49.5 Hz, and the calculated vane pass frequency and its har-
monics are 50, 100, 150 and 200 Hz.
Fault Frequency Input Type Reference Component or First Second

Frequency Set ID Modifier Modifier
1 LOOSE MUL 0 0 1.650 3.000
V-BELT
2 VANE PASS MUL 0 0 5.000 4.000
Bearing Frequencies (BRG): Four basic bearing frequencies are available: the funda-
mental train frequency (FTF), the ball spin frequency (BSF), the ball pass outer race fre-
quency (BPFO), and the ball pass inner race frequency (BPFI). When you select the BRG
Input Type, all four of these frequencies are extracted from the bearing data set. To obtain
additional harmonics at these frequencies (except the FTF), input the highest desired har-
monic in the Second Modifier. Harmonics of the FTF are not calculated, because bearing
faults are rarely (if ever) correctly observed at multiples of this frequency. Bearing faults
generally manifest as difference frequencies.
Fault Frequency Input Reference Component or First Second

Type Frequency Set ID Modifier Modifier
1 TIMKEN BRG 0 1006 0.000 4.000
S-745
The BRG Input Type requires the definition of the following items on the Fault Frequency
Definition menu:
a Reference Frequency, which is a zero (0) to designate the current speed as the ref-
erence (when viewing a spectra, the current speed is the located RPM) or enter a
fault frequency entry number (1 through 6) that has been a previously defined Fault
Frequency Description on the same definition menu(reference entry number must
be less than the current entry number).
the Component or Set ID specifies the entry number from the bearing file to get the
bearing frequencies
the Second Modifier specifies the number of harmonics for all bearing frequencies
(except FTF)

In the previous example, the Timken S-745 bearing file number 1006 has four frequencies
which are extracted for the fault frequency set: FTF (.427), BSF (3.271), BPFO (7.677),
and BPFI (10.323). The reference frequency is the equipment turning speed (using the pre-
vious example of 10 Hz), and the Component or Set ID is input as 1006. First modifier is
now the ratio of the outer race speed to the inner race speed for a bearing with both races
rotating., but the Second Modifier of 4.0 indicates that the first, second, third, and fourth har-
monics are the desired fault frequencies for this entry. Therefore, this example generates the
fault frequencies (in Hz) below:
1st-4th Harmonics FTF BSF BPFO BPFI

1xRPM x BRG Harmonics 4.27 32.71 76.77 103.23
2xRPM x BRG frequencies - 65.42 153.54 206.46
3xPRM x BRG Frequencies - 98.13 230.31 309.69
4xRPM x BRG frequencies - 130.84 307.08 412.96
Revolutions Per Minute (RPM): Defines the Driver RPM, a specific point RPM, or the
RPM of all other points on the piece of equipment which are different from the current point
displayed.
Gearing Frequencies (GEAR): The gearmesh frequency and the output shaft speed are
the two basic gearing frequencies available. The gear data file has many more calculated
frequencies available to the analyst, but the two mentioned here are the only ones retained
for fault frequency sets. Specify up to 12 additional harmonics in GEAR by using the
Second Modifier. Unlike BRG, GEAR requires that you specify a First Modifier, which
refers to the shaft number.

1 Gear ASM 1486 Gear 0 1486 1.00 3.000

In the GEAR example above, gear file number 1486 has two frequencies extracted for the
fault frequency set: the gearmesh (21.00) and the output shaft (.318). These numbers are
multiplied by the turning (reference) speed of 10 Hz, because the First Modifier of 1 desig-
nates the reference frequency as the speed of the driving gear. The Second Modifier of 3
signifies that the first three harmonics are desired for fault frequency analysis. Therefore,
this example generates the fault frequencies (in Hz) below:
1st - 3rd Harmonic Gearmesh Output Speed

(1xRPM x GEAR frequencies) 210.00 3.18
Gearbox Frequencies (GBOX): Defines the expected frequencies generated by any

gearset or bearing defined in the gearbox. For Simple gears, this includes four frequencies
for each gearset. They are: (1) tooth repeat (2) assembly phase if different from gearmesh
(3) gearmesh and (5) speed of the output shaft. For Epicyclic gearboxes, this includes nine
frequencies for each stage (see Outputs of Fault Frequencies on page 3-96 for complete
descriptions).
In order to properly use the GBOX type Fault Frequency, you must specify, on another fault
frequency line, the equipment speed (this is assuming a driver/gearbox setup where the
Equipment speed defines the driver speed and the gearbox is directly driven by the driver).
Typically, Emerson recommends that you define the first fault frequency line as the equip-
ment speed using RPM as the frequency type. After this is done, the second line should
define the GBOX type frequency and use the first fault frequency line as its reference
speed.

Description Type Frequency Set ID Modifier Modifier
Mach RPM Refer RPM 0 -1 1.0 1.0
GBox F Frequ GBOX 1 4013 1.0 3.0
In the above example, line two is using the frequency established in line one, Equipment
speed (RPM type frequency using -1 as the Set ID) as its reference speed. Each remaining
gearbox point will use the same Fault Frequency setup, regardless of the point speed.

Harmonic Frequencies (HARM): This Input Type enables you to define harmonic fault
frequencies. HARM assigns one label to all of the harmonics specified. To differentiate
between the harmonics related to misalignment, looseness, or vane pass, simply define spe-
cific harmonics, label them with an associated fault, and enter them separately. To use
HARM, enter a reference frequency (0 designates equipment speed), the lowest harmonic
as the First Modifier, and the highest harmonic as the Second Modifier. The Component or
Set ID field is unused.

1 1xRPM HARM 0 0 1.000 6.000
Harmonics
In the example above, the first six harmonics of the equipment running speed define the
fault frequencies. The program does not accept any higher harmonic than 12. If the running
speed is 10 Hz, then the fault frequencies generated by this example are 10, 20, 30, 40, 50,
and 60 Hz.
Modulated Frequencies (MOD): This Input Type requires entries in all four categories of
the fault frequency set. The entry under Reference Frequency refers to the frequency you
want to have modulated by another frequency. Enter a number (1 to 6) for Reference Fre-
quency which refers to a fault frequency already defined on the current menu. Or use zero
if the equipment turning speed is the desired reference frequency from the spectra or wave-
form under consideration. The number (1 to 6) under Component or Set ID also refers to a
fault frequency already defined on the current menu. This frequency is multiplied by the
First Modifier to yield the modulating frequency. The default value is 1.0. The Second
Modifier defines the number of sidebands reported on each side of the Reference Fre-
quency.

The example below identifies two fault frequencies that may indicate irregular equipment
performance. For Suspect Freq., the First Modifier calculates a frequency at four times the
equipment turning speed (for example, 4 x 10 Hz = 40 Hz). The Second Modifier signifies
that only the first harmonic of this fault frequency is needed. Mod. Frequency has a Refer-
ence Frequency of 1. This line of the menu, therefore, refers to Suspect Frequency for its
reference frequency. Component or Set ID is 0 which means that the equipment speed is
multiplied by the First Modifier. First Modifier in turn signifies that this frequency is mod-
ulated by half of the equipment running speed. The modulation frequency is 5 Hz (10 Hz
x 0.5). As determined by the Second Modifier, two sidebands of 5 Hz each appear on each
side of the 40 Hz reference frequency. The total number of frequencies generated by the
MOD input type equals two times the number of sidebands requested (Second Modifier).
Therefore, the fault frequencies generated by this example are:

1 SUSPECT FREQ. MUL 0 0 4.000 1.000
2 MOD. FREQ. MOD 1 0 0.500 2.000
Modulated Frequency = 40 Hz
Sideband Frequencies = 30, 35, 45, and 50 Hz
Fixed Frequencies (FIX): This fault frequency Input Type proves the easiest to use. You
only need to specify one parameterthe First Modifierafter you select FIX for the Input
Type. You may also reference this entry with other input types. Use the Second Modifier,
if desired, to define the number of harmonics of the fixed frequency that is displayed. The
Reference Frequency and the Component or Set ID fields are not used for the FIX Input
Type.

1 CONTAM. FIX 0 0 79.80 0.0
FREQ. 1
2 CONTAM. FIX 0 0 140.00 3.000
FREQ. 2
The example shown above specifies the frequency of interest in the First Modifier. Use
units of Hz or CPM, depending on how the measurement point units are established in the
database.

Fault Frequency Set (SET): If you want a general fault frequency set, use SET for Input
Type. Designate SET only when you define fault frequencies on the second page of the
Measurement Point Information menu. You cannot reference this Input Type when you
define general fault frequency sets. SET requires you to enter the number of the desired
fault frequency set in the Component or Set ID field to extract all the frequencies generated
by the fault frequency set. The set number you specify must refer to a general fault fre-
quency set already defined in the database. The specified reference frequency becomes the
0 Reference Frequency for this general set. In the example below, SET recalls the frequen-
cies calculated in general fault frequency set number 97. The total number of frequencies
generated by a SET Input Type is dependent on the Component or Set ID definition. The
SET Input Type does not use the First or Second modifier.

1 CONTAM. SET 0 97 0.0 0.0
FREQ. 1
Belt Frequencies (BELT): The belt fault frequencies are extracted from the belt file that
you have created and stored using the FRQCAL program of AMS Machinery Manager.
Although there are many belt-related frequencies stored in a belt file, only two frequencies
(and their harmonics) are extracted for the fault frequency set: the belt traveling frequency
and the other pulley (or sheave) frequency. You may enter the FRQCAL program and use
the RECALL function key to obtain the values stored in the belt data set. The values listed
are multiplied by the reference frequency (the reference pulley or sheave speed) in order to
obtain the actual fault frequencies. For example, to obtain the first three harmonics of the
belt frequencies stored in file number 91 for the belt type SKF 1276, you would enter the
following information:

1 SKF 1276 BELT 0 91 1.000 3.000
All of the input fields are used for BELT, but like GEAR, the First Modifier is not used as
a multiplier but rather to indicate a directional sequence. A First Modifier of 1 directs the
program calculations to use the reference frequency as the speed of the input sheave. A First
Modifier of 2 directs the program calculations to use the reference frequency as the speed
of the driven or output sheave. This directional sequence must correlate with the way the
belt data file is defined. The total number of frequencies generated by the BELT Input Type
equals two times the number of harmonics requested (Second Modifier).

Added Frequencies (ADD): This fault frequency set multiplies the First Modifier by the
frequency or the Fault Frequency entry specified by the Component or Set ID. Explana-
tions appear below the table.

1 FIX FIX 0 0 140 2.0
2 ADD ADD 0 1 1.5 3.0 (nth)
The number of times the additive factor will be added to the Reference Frequency is as fol-
lows:
1st frequency = Ref. Freq + 1 x (Component/Set ID x 1st Modifier)
2nd frequency = Ref. Freq + 2 x (Component/Set ID x 1st Modifier)
nth frequency = Ref. Freq + nth x (Component/Set ID x 1st Modifier)
With a turning speed of 10 (based on a Reference Frequency of 0 and an RPM at the mea-
surement point and equipment speed of 10 Hz), fault frequency lines will be displayed at
220, 430, and 640 Hz. Calculations are as follows:
1st Frequency: (1.5 x 140) + 10 = 220
2nd Frequency: 2 x (1.5 x 140) + 10 = 430
3rd Frequency: 3 x (1.5 x 140) + 10 = 640
Undefined (XXX): You do not have to use all of the entries allocated in a fault frequency
set. For those entries that are not used, specify XXX as the Input Type. This directs the soft-
ware to ignore the particular entry. An example of the undefined input type appears below.
Fault Frequency Input Reference Component or Set First Second

Type Frequency ID Modifier Modifier
1 UNDEFINED XXX 0 0 0.0 0.0
Simple Mode (***): The Simple Mode method cannot construct all of the fault frequency
types that are available when using the Detail Set method. If *** is specified as the Input
Type, it means that there is a detailed fault frequency set assigned that cannot be represented
in the Reference Frequency, Component or Set ID, or First/Second Modifier fields.

Outputs of Fault Frequencies
Fault Frequency outputs for the types listed are shown in this table.
Type Output
Bearing FF FTF, BSF, BPFO and BPFI

Belt FF Speed 1 in, speed 2 out, and Belt Frequency
Motor FF Slip Freq, Slip x Poles, Slip Sidebands (3), 2 x Line Freq, Rotor Bar
(for MTRV) Pass (# rotorbars x speed), Slot Pass (# slots x speed), Rotor Bar + 2
x Line Freq (5 sidebands), and Slot + 2 x Line Freq (5 sidebands)
Motor FF Slip Freq, Slip x Poles, Slip Sidebands (3), Line Freq, Rotor Bar Pass
(for MTRC) (# rotorbars x speed + line frequency), Slot Pass (# slots x speed),
Rotor Bar + 2 x Line Freq (5 sidebands), and Slot + 2 x Line Freq (5
sidebands)
Gear FF Failure frequencies for a gear set (between 2 specified shafts):
(Simple Gear) Gear Mesh, Assembly Phase, Tooth Repetition, Speed driven shaft.
Gear Mesh Sidebands +/ Speed of shaft 1 (5 sidebands), and Gear
Mesh Side Bands +/ Speed of shaft 2 (5 sidebands)
Planetary Gear Frequency Sun, Frequency Planet, Frequency Ring, Frequency
(for Stage n) Carrier, Gear Mesh, Assembly phase - sun/planet, Tooth repetition-
sun/planet, Assembly planet/ring, Tooth repetition - planet/ring,
Defect frequency-sun, Defect frequency - planet,
and Defect frequency - ring

When and How to Use the Fixed Tach Location
An easy way to remember how to set up Equipment/Measurement Points using the Fixed
Tach Location feature is to remember this rule: The speed measured by the data collector
will be referred to as the Equipment Speed.
Example 1:
You have a variable speed motor turning a fan. The motor is connected to the fan through
a gear. The only place you can place the tach is on one of the fan blades. Assume that the
gear is a step down gear so that the fan turns at a tenth of the motor running speed.
In the Equipment Definition Screen, set up the following:
Equipment Type Code: It must be a Variable Speed Equipment.
Load can be either fixed or variable.
Enter Speed Only Once: Select this option if equipment speed does
not change during the time it takes to acquire
data for all the measurement points on that
piece of equipment. Do not select if equip-
ment speed changes during this time.
Reference RPM: 200.0 (This number is arbitrary. The only
important values are the ratios of the equip-
ment speeds to measurement point speeds.)
Fixed Tach Location: Select this option.
In the Measurement Point Definition Screen, set up the following:
Reference RPM of Fan Points: 200.0 (Remember, we are taching the
fan, therefore, the Equipment Speed
will be the speed measured at the fan
points. The ratio of the Equipment
Speed to Measurement Point Speed
should be 1:1).
Reference RPM of Motor Points: 2000.0 (Remember, we are taching the fan,
therefore, the Equipment Speed will be 10
times slower than the motor point speeds.
The ratio of the Equipment Speed to Mea-
surement Point Speed should be 1:10).

Example 2:
The piece of equipment is the same as above except that the tach signal is actually a dis-
placement probe signal sensing the gear teeth of the gear attached to the motor shaft. Just
for discussion sake, let us assume that gear has 30 teeth and the mating gear has 300 teeth.
Therefore, we will be getting 30 pulses per revolution of the motor.
In the Equipment Definition screen, set up the following:
Reference RPM: 3000.0 (Again, this is arbitrary)
In the Measurement Point Definition screen, set up the following:

Reference RPM of Motor Points: 100.0 (Remember, we are measuring speed
at a location that is going to give a Equip-
ment Speed that is 30 times the motor
speed. The ratio of the Equipment Speed to
Measurement Point Speed should be 30:1).
Reference RPM of Fan Points: 10.0 (Remember, we are measuring
speed at a location that is going to give
a Equipment Speed that is 300 times
the fan speed. The ratio of the Equip-
ment Speed to Measurement Point
Speed should be 300:1).

Oil Technology
This section describes Oil Technology dialog boxes.
Edit (Area)
on Edit (Function Bar option) displays the Area Parameters dialog box.
48
These functions are described in Edit (Area) on page 3-29.
Oil Technology 3-99

Edit (Equipment)
Equipment Parameters screen with the following options.
49
These functions are described in Edit (Equipment) on page 3-30.
Edit (Point)
With a Point selected, clicking on Edit displays the nine-tab Oil Measurement Point Param-
eters dialog box.

General Tab
50
Point ID: The three-character ID identifies each measurement point and must be unique
for each measurement point on the same piece of equipment.
A consistent system should be devised and used for identifying the measurement points of
all pieces of equipment. Frequently, measurement points are numbered beginning from a
standard location. The following examples illustrate typical naming conventions:

OC1 Oil compartment or oil sump, first point
OP1 Oil point, first in line from oil compartment
DR1 Oil point at drain from oil system
Description: can contain up to 32 characters to uniquely identify each measurement

point. Use of this parameter is not mandatory and the description can be left blank (or short-
ened) to reduce equipment analyzer memory consumption.
Unit ID for CSI Lab: used for the import of data from an oil lab and must be unique
across all customer databases. This string identifies an oil sample when it is sent to the lab
and tags the data coming back.
Oil Technology 3-101

Note
Instead of using this ID, CSI oil lab customers are encouraged to use the
Unique Sample ID displayed on the oilview data grid.
Customer ID: for future use will be assigned by the CSI oil lab.
Database ID: indicates the RBM database where the information is stored.
Unit ID for Other Lab: used for the import of data from an oil lab. This string identifies
an oil sample when it is sent to the lab and tags the data coming back.
Equipment Type click on the Select From Equipment List button to display the avail-
able oil equipment types.
Oil Equipment Type: see Equipment Type description.
Analysis Parameter Set ID: click on the View Available AP Sets button to display the
description of the selected set.
Alarm Limit Set ID: click on the View Available AL Sets button to display the descrip-
tion of the selected set.
Equip Tab
51

Sampling Interval number of units between each sample.
Criticality Critical, Important, Moderate, Slight, or Non-Critical
Units: Unknown, Minutes, Hours, Days, or Months.
Target Cleanliness
ISO 2/5/15 the Target Cleanliness Level (TCL) for an oil circuit is the
level to which it should be filtered to ensure long machine life.
Statistics
Number of Averages: this is the number of measurements used to estab-
lish the mean and standard deviation values for statistical trends.
Display Filter Tab
52
Click to add a check mark and select any of following options:

Mini Lab Tests
5100 Analyzer
5100 Digital Viscometer
51FW Ferrous Wear

Reserved
51PC Particle Counter
All Other Tests
Spectrometer
Viscosity
Water Tests (Ken Fisher or other method)
WDA Wear Debris (Micropatch, or other Wear Debris Analysis method)
FTIR (Fourier Transform Infrared chemical analysis)
TAN (Total Acid Number)
TBN (Total Base Number)
Ferrography (Analytical Ferrography - Wear Debris Analysis - using glass
slides and microscope analysis)
Particle Counting (Lab measured particle counting)
Transformer (Oil analysis for transformer and oil filled circuit breakers)
Other Tests (User Defined)
Special Tests (User Defined)

Internal Tab
53
Oil Pressure Low, Medium, High, or Unknown

Oil Change Never, On Condition, Calendar, Usage, Other, or Unknown
Coolant None, Glycol, Water, Other, or Unknown
Separator None, Water Bleed, Other, or Unknown
Filter Category None, <10 microns, 1040 microns, Centrifugal, Other, or Unknown
Actual
Size (Microns): normal filter rating in microns
Beta Ratio: proportion of particles greater than normal filter size removed
in single pass through the filter
Oil Temperature Low, <15OF (65C), >15OF (65C), or Unknown
Oil Capacity Estimate >1000 gal, 1001000 gal, 20100 gal, or <20 gal
Actual actual oil capacity
Units Unknown, Gallons (UK), Gallons (US), Quarts (US), Pints (US), Mili Liters,
Liters, or Kilo Liters

Breather: add a check mark to select
Process Tab
54
General Neutral, Acidic, Caustic, or Unknown

Add a check mark to indicate any of the following gases, liquids, or solvents that are pro-
cessed in this equipment and which could possibly contaminate the oil used to lubricate the
equipment.
Gas
None
Air
Ammonia
Chlorine
Fluorocarbon
Organic
Steam
Vacuum

Other
Unknown
Liquid
None
Corrosive
Food
Organic
Water
Other
Unknown
Solid
None
Coal
Plastic (Organic)
Rock/Glass (Si)
Other
Unknown
Transformer
High Volt: high rated voltage for transformer or Oil filled Circuit Breaker
(OCB)
Low Volt: low rated voltage for a transformer or OCB
Impedance: rated impedance value
KVA: normal voltage
Phases: number of phases
Cycles: normally 50 or 60.
# Radiators: number of cooling radiators
# Fans: number of forced conversion fans

External Tab
55
This dialog box is used to indicate the external environmental conditions for this lubricated
equipment. The fields describe conditions which may have adverse effects on the lubricant
and on the lubricated components.
Type Corrosive, Non-Corrosive, or Unknown
Lube System Closed, Open, or Unknown
External Temperature Hot, Temperate, Cold, or Unknown
Humidity Dry, Moderate, Very Humid, Wet, or Unknown
Particulate Dusty, Average, Clean, or Unknown

P1 Tab
56
If bearings are included in oil wetted components, use this dialog box to select the speed
range and indicate the composition of the bearing materials.
Bearings None or Unknown
Roller Cage add a check mark to select any of the following:
None
Copper
Iron (Ferrous)
Plastic (Organic)
Other
Unknown
Sleeve (Conformed) add a check mark to select any of the following:
None
Aluminum
Antimony

Brass/Bronze/Copper
Cadmium
Lead (Babbit)
Plastic (Organic)
Tin
Unknown
Speed >10,000 RPM, 1,00010,000 RPM, 1001,000 RPM,
or 0100 RPM
Other add a check mark to select any of the following:
None
Aluminum
Antimony
Brass/Bronze/Copper
Cadmium
Chrome
Iron (Ferrous)
Lead (Babbit)
Nickel
Plastic (Organic)
Tin
Unknown

P2 Tab
57
If the lubricated equipment has turbine blades, oil pumps, and other oil wetted parts, use this
dialog box to indicate the material composition of each.
Gears add a check mark to select any of the following:
None
Brass/Bronze/Copper
Chrome
Iron (Ferrous)
Non-Ferrous
Nickel
Other
Unknown
Cylinders/Pistons/Rings add a check mark to select any of the following:
None
Aluminum

Chrome
Iron (Ferrous)
Other
Unknown
Seals add a check mark to select any of the following:
None
Metal
Plastic (Organic)
Silicone Sealant
Other
Unknown
Shafts/Slide/Cams add a check mark to select any of the following:
None
Brass/Bronze/Copper
Chrome
Iron (Ferrous)
Non-Ferrous
Manganese
Nickel
Other
Unknown

P3 Tab
58
Turbine Blades add a check mark to select any of the following:

NonTitanium
Vanadium
Other
Unknown
Oil Pump add a check mark to select any of the following:
None
Brass/Bronze/Copper
Chrome
Iron (Ferrous)
Non-Ferrous
Other
Unknown
Other Parts add a check mark to select any of the following:

None
Aluminum
Brass/Bronze/Copper
Chrome
Iron (Ferrous)
Lead
Nickel
Plastic (Organic)
Tin
Zinc
Other
Unknown
New (Area)
when Edit (Area) is selected. Refer to Edit (Area) on page 3-29 for descriptions of the
various field options.
New (Equipment)
appears when Edit (Equipment) is selected. Refer to Edit (Equipment) on page 3-30 for
New (Point)
(Point) is selected. Refer to Edit (Point) on page 3-100 for descriptions of the various field
options.
Copy
Selecting this option brings up the parameters dialog box for the item you have highlighted
(Area, Equipment, or Point). This allows you to change any of the values before you copy
the item prior to pasting it into another location.

Add Branch
Summary
Move
Delete
being deleted.
Caution!

Analysis Parameter/Data Acquisition (Oil)
Used to edit, add, or delete analysis parameter sets. When this option is selected, the Select
OIL AP Set dialog box is displayed.
59
Note
Emerson strongly recommends using the CSI Default Oil AP Set if at all
possible. This set includes parameters which are intended to cover all
minilab and lab parameters (OilView software has filters to limit the actual
number of parameters viewed). A major advantage in using the CSI
Default Oil AP Set is that it supports many predefined alarm limit sets for
many different equipment types.

Add Set
To add a new analysis parameter set, click the Add Set command, and the program will
advance to the Define Oil Parameter Set window (see note). After accepting this dialog
box, the Oil Analysis Parameter Set dialog box will be displayed. Modify the Set Descrip-
tion and Number of Analysis Parameters as desired and click OK to advance to the Oil
Analysis Parameter Set (#) - (Name) dialog box. Make any desired changes and click OK
completes the process of adding a new set.
Note
Since the new set will be identical to the set highlighted, highlight the set
closest to the desired set before executing the Add Set. You can then
Delete Set
The Delete Set command can be used to delete a highlighted Analysis Parameter Set from
the database.
Edit Set
To edit an existing set, highlight the Parameter Set Description with the cursor, click the OK
button, and the program will advance to the Oil Analysis Parameter Set dialog box.
60

Set Description: can contain up to 32 characters that describe the analysis parameter set.
Number of Analysis Parameters: enter the number of individual oil parameters (up to 96)
that are to be tested and trended in this analysis parameter set.
Caution!
It is not good practice to change the analysis parameter set that has been
assigned to a measurement point after data have been collected and stored
for that pointtrend data plots will exhibit unusual changes around the date
that the alteration occurred. If the analysis parameter must be changed,
Emerson recommends that the collected trend data be deleted from the data-
base, and the associated statistical values be reset to zero, before making the
change.
Clicking OK on the Oil Analysis Parameter Set dialog box will advance to the Oil Analysis
Parameter Set (#) - (Name) dialog box. The Set ID number of the current parameter set
appears at the top of the screen for reference.
61
Description: 12-character field that is used to describe and identify each individual anal-
ysis parameter.

Parameter Type: identifies the oil parameter that is actually used to enter data from the oil
lab report into the database. The number entered in this field corresponds to the individual
parameter listed in the Available Oil Parameters shown on the following pages. This list can
be displayed using Parm List from the Function Bar (or the Tools pulldown menu).
Note
The Parameter Type field is used by the AMS Machinery Manager program
to identify the individual parameter and to receive and process data from the
oil lab. The Description field is used for labelling purposes only.

(Presently) Available Parameter List

(Presently) Available Parameter List (cont)

Parameter Units: specifies the units that the individual analysis parameter uses for mea-
surement. Options are listed in the Available Oil Parameters shown on the following pages.
This list can be displayed using Units List from the Function Bar (or the Tools pulldown
menu).
(Presently) Available Parameter Units

Re-Fresh pressing this option displays the text associated with the ID # that has been
changed.
Parm List displays the list of Parameter Types.
Units List displays the list of Parameter Units.

Alarm Limit/Data Evaluation (Oil)
Used to edit, add, or delete alarm limit sets. After selecting this option, a list of the previ-
ously defined alarm limit sets is displayed in the Select OIL AL Set dialog box.
62

Edit Set
To edit an existing set, highlight the Alarm Limit Description with the cursor, click the Edit
Set command and the program will advance to the OIL Alarm Limit Set dialog box.
63
Set Description: can contain up to 32 characters that describe the alarm limit set.
Associated Analysis Parameter Set: the sequence number for the Analysis Param-
eter Set that lists the parameters for this Alarm Limit Set.
Caution!
It is extremely important to note that the entry made for the Associated Anal-
ysis Parameter Set determines the only analysis parameter set that this
alarm limit set will be associated with.

Accepting the OIL Alarm Limit Set dialog box will advance to the OIL Alarm Limit Set
(#) (Name) dialog box.
64
Parameter lists the parameters that are available

Units shows the units of measurement used for each paramter
Extreme absolute upper limit for continued operation you should not continue oper-
ating above this limit.
Fault corrective action should be taken when readings exceed this level.
Alert you should begin preparing to take corrective action when readings exceed this
level.
Marginal readings above this level indicate a measurable deterioration that is clearly
identified.
Add Set
To add a new alarm limit set, from the Select OIL AL Set dialog box, click the Add Set
command and the program will advance to the Define Oil Alarm Limit Set dialog box.

Note
The new set will be identical to the set highlighted. Therefore, highlight the
set closest to the desired set before executing the Add Set. You can then
Accepting the Define Oil Alarm Limit Set dialog box will display the Oil Alarm Limit Set
dialog box. Modify the two fields as desired and click OK to advance to the Oil Alarm
Limit Set (#) - (Name) dialog box. Modify the various fields as desired and click OK to
complete the process of adding the new Alarm Limit set.
Delete Set
The Delete Set command can be used to delete an Alarm Limit Set (selected with the high-
lighting cursor) from the database.
Fault Frequency Set Information (Oil)

All of the functions under this option are identical to those previously described in Fault
Frequency Set Information (Periodic) on page 3-69.
Notepad Observations (Oil)

Tribology technology does not use pre-defined notes.
Database Global Information (Oil)

All of the functions under this option are identical to those previously described in Data-
base Global Information (Periodic) on page 3-82.

Thermography Technology
This section describes Thermography Technology dialog boxes.
Edit (Area)
on Edit (Function Bar option) displays the Area Parameters dialog box. Display functions
on this dialog box are identical to those described in Edit (Area) on page 3-29.
Edit (Equipment)
Equipment Parameters dialog box. Display functions on this dialog box are identical to
those described in Edit (Equipment) on page 3-30. Accepting this screen displays the
Equipment dialog box. The Thermography Tab has the following options.
65
Equipment Location: select Indoor or Outdoor.

Change Equipment Type clicking on this button displays a list of available equipment
categories.
Equipment Category: describes the category such as Mechanical Dynamic.
Thermography Technology 3-127

Equipment Type: describes the type such as AC MotorDriven Machine.

Edit (Point)
Caution!
With a Point selected, clicking on Edit displays either the Thermographic
Meas. Pnt. Parameters dialog box or the Temperature Meas. Pnt. dialog
box.
66
Example of a Thermographic Measurement Point dialog box

Example of a Temperature Measurement Point dialog box
must be unique for each measurement point on the same piece of equipment. A consistent
system should be devised and used. The first or last character of the ID can be used to indi-
cate the orientation of the sensor (see following examples).

H01 Horizontal axis, first measurement point
V03 Vertical axis, third measurement point
A01 Axial axis, first measurement point

Monitoring Schedule (Days): An effective Machinery Health maintenance program
requires regular, periodic data collection to be taken on the monitored piece of equipment.
Enter the number of days (0.1 to 365.0) that will elapse between each data collection for this
measurement point. For example, enter the number 30 for a monthly data collection
schedule.

Reference Voltage: enter the default voltage for the component. For example, if the
motor control center is 440V or 120V.
Reference Current: enter the rated load for the component. For example, 150 amp
breaker.
Location Code: defines the location of the faulty component (see note).
Instruction Code: defines the instruction codes to be used when scanning the compo-
nent (see note).
Severity Criteria: defines the severity criteria to be associated with the faulty compo-
nent (see note).
Note
Clicking on the Select From Code List button displays a list of available
Location Codes including the set numbers and descriptions.
Note
Highlighting any of these fields and selecting Help will display the list of
options available for that particular field.
New (Area)
when Edit (Area) is selected. Refer to the Edit (Area) section for descriptions of the various
field options.
New (Equipment)
appears when Edit (Equipment) is selected. Refer to the Edit (Equipment) section for
New (Point)
Selecting this Function Bar option displays the same dialog box that appears when Edit
(Point) is selected. Refer to the Edit (Point) section for descriptions of the various field
options.

Copy
Add Branch
Summary
Move
Delete
being deleted.
Caution!
Analysis Parameter/Data Acquisition (Thermography)

Thermography does not use Analysis Parameter Sets.
Alarm Limit/Data Evaluation (Thermography)

Thermography does not use Alarm Limit Sets.

Fault Frequency Set Information (Thermography)
Notepad Observations (Thermography)

After selecting the Notepad Observations option, a list of generic and Thermographic notes
is displayed and can be downloaded into the equipment analyzer along with other Route
information. While collecting data, these notes can be selectively assigned to a piece of
equipments measurement points (up to 12 per piece of equipment) to record comments
concerning the status of the piece of equipment. The assigned notepad observations are
loaded into AMS Machinery Manager, along with the collected data, and can be accessed
while using the PLOTDATA and EXPORT programs. When a database is created, AMS
Machinery Manager supplies a list of note codes that you can modify if desired.
The Notepad Observations list is used throughout the entire databaseall areas and pieces
of equipment access the same list. If routes from multiple databases are to be simultane-
ously downloaded into the analyzer, Emerson recommends that all files use the same
notepad list.
67

Database Global Information (Thermography)

Motor Technology
This section describes Motor Technology dialog boxes.
Edit (Area)
Edit (Equipment)
those described in Edit (Equipment) on page 3-30.
Edit (Point)
With a Point selected, clicking on Edit displays the Motor Measurement Point Parameters
dialog box. Display functions on this dialog box are identical to those described in Edit
(Point) on page 3-34.

These options are identical to those described in Function Bar Option on page 3-41.
New (Area)
New (Equipment)
New (Point)
options.
Motor Technology 3-135

Copy
Add Branch
Summary
Move
Delete
being deleted.
Caution!

Analysis Parameter/Data Acquisition (Motor)
Set dialog box is displayed. Individual variables of an analysis parameter set are defined in
the Analysis Parameter Set dialog box (see Analysis Parameter Set on page 3-58). All of
the functions under this option are identical to those previously described in the Analysis
Parameter/Data Acquisition (Periodic) and Analysis Parameter Set sections.
Alarm Limit/Data Evaluation (Motor)

All of the functions under this option are identical to those previously described in Alarm
Limit/Data Evaluation (Periodic) on page 3-63.
Fault Frequency Set Information (Motor)

Notepad Observations (Motor)

All of the functions under this option are identical to those previously described in
Notepad Observations (Periodic) on page 3-81.
Database Global Information (Motor)

Motor Technology 3-137

Ultrasonic Technology
This section describes Ultrasonic Technology dialog boxes.
Edit (Area)
Edit (Equipment)
those described in Edit (Equipment) on page 3-30.
Edit (Point)
With a Point selected, clicking on Edit displays the Ultrasonic Measurement Point Param-
eters dialog box.

Note
There are six types of Ultrasonic Points: Leak Detection, Steam Trap,
Mechanical, Valve, Electrical/Corona, and Sensor Defined. Some of these
fields, as well as choices in those fields, may differ for each of the point
types. The following is a description of a Steam Trap point to be edited.
68
Steam Trap Measurement Point Description / Gen. Info tab
must be unique for each measurement point on the same piece of equipment.
Sensor Type: the choices are 40 KHz Airborne, ParaScan, 40KHz Contact, RIM
Sensor, RI Probe.
Note
Different choices will be available for different Ultrasonic point types.
Ultrasonic Technology 3-139

Manufacturer: Select the manufacturer from a drop menu list.
Model Number: Type in the model number.
Steam Trap Type: the choices are Unknown, inverted bucket, float, thermostatic, float/
thermostatic, and thermodynamic.
Installation Date: Using the Number keys, enter the date the Steam Trap was installed.
Reference Pressure (psi): Enter the expected normal pressure in pounds per square
inch of the material being checked. For example, 250 psi.
Pipe Diameter (in): Enter the diameter of the steam pipe in inches where the data is
being taken. For example, 3.5 inches.
Steam Trap Measurement Point / Analysis tab
Monitoring Schedule (Days): An effective predictive maintenance program requires reg-

ular, periodic data collection to be taken on the monitored piece of equipment. Enter the
number of days (0.1 to 365.0) that will elapse between each data collection for this mea-
surement point. For example, enter the number 30 for a monthly data collection schedule.

Number of Data Values In Statistical Calculations: used in the early stages of setting up a
database, in order to acquire data that will be used to generate statistical alarm limits (Bs)
for this measurement point. The parameter entered in this field designates how many data
collection sessions (1 to 1000) will be used to acquire these data. After this number of sam-
ples has been taken, the statistical alarm (Bs) will not change. Emerson recommends a min-
imum of six data values.
Analysis Parameter Set ID: enter the number of the set desired. Clicking on the View
Available Sets button displays the View Ultrasonic Analysis Parameter Set Information
screen which describes the selected set along with the types of parameters, qualifiers, and
location.
Alarm Limit Set ID: enter the number of the set desired. Clicking on the View Avail-
able Sets button displays the View Ultrasonic Alarm Limit Set Information screen which
describes the attributes of the set selected.
Instruction Code: enter the desired code. Clicking on the Select From Code List button
displays a list of the instruction codes along with descriptions.
Visual Observation Available: Check the box beside this statement if you can observe
the point where the data is being collected.

These options are identical to those described in Function Bar Option on page 3-41.
New (Area)
New (Equipment)
New (Point)
options.

Copy
Add Branch
Summary
Move
Delete
being deleted.
Caution!

Analysis Parameter/Data Acquisition (Ultrasonic)
Set dialog box is displayed. All of the functions under this option are identical to those pre-
viously described in Analysis Parameter/Data Acquisition (Periodic) on page 3-48 and
Analysis Parameter Set on page 3-58.
Alarm Limit/Data Evaluation (Ultrasonic)

All of the functions under this option are identical to those previously described in Alarm
Limit/Data Evaluation (Periodic) on page 3-63.
Fault Frequency Set Information (Ultrasonic)

Notepad Observations (Ultrasonic)

All of the functions under this option are identical to those previously described in
Notepad Observations (Periodic) on page 3-81.
Database Global Information (Ultrasonic)


Chapter 4
Stored Data Management - DATMGR
Overview
The Stored Data Management program, DATMGR, performs basic utility functions on the
spectral, waveform, and trend data sets stored in the database. DATMGR program func-
tions include printed summaries of all stored data sets, deletion of data sets and notepad
entries, modification of spectral and waveform data set labels, assignment of local spectra
and waveforms, and the capability to change trend data statistics.
Getting Started
From the Setup/Communications tab of the AMS Machinery Manager Main Menu, select
Stored Data Management. The options on the Data Management Functions menu will then
be displayed.
4-1
Data Management Options
Selecting Data Management Options brings up the Data Mgt Functions dialog box, which
displays the organization of the current database in tree form.
Clicking on the + symbol to the left of an area allows you to expand it to piece(s) of Equip-
ment. Clicking on the + symbol to the left of a piece of Equipment allows you to expand it
to the Measurement Point(s) level. Highlighting any item on the tree (from Database, Area,
Equipment, or Point) enables you to use any of the four Function Bar options: Print, Delete,
AsgnOfR-Spec, or AsgnOfR-Wave.
Note
You can use the File pulldown menu or the Open Database icon to change
databases.
4-2 Stored Data Management - DATMGR

Show Routes on Tree/Show MeasPnt on Tree
Note
Depending on the options that have been selected, the Tools pulldown in the
Menu Bar provides the option to Show Routes on Tree or Show
MeasPnt (Measurement Points) on Tree (Ctrl-S).
This Menu Bar option toggles between two options: Show Routes on a database tree or
Show Measurement Points on a database tree.
When Show Routes on Tree is selected, the Data Mgt Functions screen displays a list of
routes under each area like the one shown below.
When Show MeasPnt on Tree is selected, the Data Mgt Functions screen displays a list like
the one shown on the previous page.
Data Management Options 4-3

Show Job Data
You can convert the tree to show Jobs that were created by the 2130 data collector. Choose
Show Job Data from the Tools drop-down menu under Data Management Options.
Assign Job: Assign jobs from the global unassigned area to a piece of equipment.
Unassign Job: Move jobs stored under a piece of equipment to the global unassigned area.
Delete Job: Delete a job from a piece of equipment or from the global unassigned area.
Cpy UJob S/W: Copies spectra and waveform information from a job in the global unas-
signed area into an existing measurement point. All spectra and waveform information is
copied. Perform this operation at the point level - highlight the point and then click the Cpy
UJob S/W button.

Print (Database)
Selecting Print with a Database selected brings up the Entire Database Data Print Options
dialog box.
Selection Options Tab
Use asterisks or question marks as wildcards in these menus.

Filter by Area IDs? add a check mark if you want to filter by Area IDs.
Area ID Filter: if the previous field (Filter by Area IDs) is checked, you can use up to
four characters to define a filter. An asterisk (*) can be used in any position as a wild card.
For instance, if the filter is ST**, any ID whose first character is S and second character is
T will pass the filter because the third and fourth characters are wild cards (which means
any character will match).
Filter by Equipment IDs? add a checkmark if you want to filter by Equipment IDs.
Equipment ID Filter: use up to 10 characters to define this field. See Area ID Filter for
a general description.
Filter by Measurement Point IDs? add a checkmark if you want to filter by Measure-
ment Point IDs.

Measurement Point ID Filter: use up to three characters to define this field. See Area
ID Filter for a general description.
Adding a checkmark in front of any of the following options allows you to print the type of
data selected.
Print Off-Route Data?
Print Periodic Data?
Print Tribology Data?
Print Thermography Data?
Print Online Data?
Print Motor Data?
Print Ultrasonic Data?
Data Extent Options Tab
Extent of Gross Scan to Print: select None, Summary, or Details.

Extent of Trend to Print: select None, Summary, or Details.
Extent of Spectra to Print: select None or Summary.

Extent of Waveform to Print: select None or Summary.
Limit Time Span? checking this option allows you to limit the time span for the data
that will be printed. If selected, complete the Starting/ Ending Dates and Times in the fields
below.
Starting Date: Time:
Ending Date: Time:
Note
This option does not work for printing Trend Summary data. If used with
Trend Summary, you will get all the trend summary data, not just that of the
start date to the end date.

Print (Area)
Selecting Print with an Area selected brings up the Area Data Print Options dialog box.
Filter by Equipment IDs? add a checkmark if you want to filter the Equipment by IDs.
Equipment ID Filter: if the previous field (Filter by Equipment IDs) is checked, you
can use up to 10 characters to define a filter. An asterisk (*) can be used in any position as
a wild card. For instance, if the filter is ST********, any ID whose first character is S and
second character is T will pass the filter because the remaining characters are wild cards
(which means any character will match).
ment Point IDs.
Measurement Point ID Filter: see Equipment ID Filter for a general description.
data selected.

Print Online Data?
Print Motor Data?
Print UltraSonic Data?
Extent of Gross Scan to Print: select None, Summary, or Details.

that will be printed. If selected, complete the Starting/ Ending Dates and Times in the fields
below.
Ending Date: Time:

Note

Print (Equipment)
Selecting Print with a piece of Equipment selected brings up the Equipment Data Print
Options dialog box.
Example of Equipment without Online points
Example of Equipment with only Online points

Note
Only those measurement points assigned to a piece of equipment will
appear when the Print option is selected for that piece of equipment. For
example, a Print Online Data? option appears only if you have online
points for that piece of equipment. If you do not, it will not appear. Similarly,
if online points are the only ones you have for a piece of equipment then only
Print Online Data? appears. The two illustrations above illustrate this
point.
ment Point IDs.
Measurement Point ID Filter: if the previous field (Filter by Measurement Point IDs)
is checked, you can use up to three characters to define a filter. An asterisk (*) can be used
in any position as a wild card. For instance, if the filter is ST*, any ID whose first character
is S and second character is T will pass the filter because the remaining character is a wild
card (which means any character will match).
data selected.
Print Online Data?
Print Motor Data?

Example of Equipment without Gross Scan option
Example of Equipment with Gross Scan option

Note
Only if a piece of equipment has an online measurement point assigned to it
will the Extent of Gr. Scan to Print appear under the Data Extent Options
tab. If not, this option will not appear. The two illustrations above illustrate
this point.
Extent of Gr. (Gross) Scan to Print: select None, Summary, or Details.

that will be printed. If selected, complete the Starting/Ending Dates and Times in the fields
below.
Ending Date: Time:
Note

Print (Measurement Point)
Selecting Print with a Measurement Point selected brings up the Measurement Point
Print Options dialog box.
Note
If the measurement points for other types of technologies are selected, the
dialog box is tailored for that technology. For example, no Extent of
Spectra to Print and Extent of Waveform to Print will appear if an oil
(Tribology) measurement point is selected. Also, there be no spectra or
waveform information under Available Data. Conversely, Extent of Gr.
(Gross) Scan to Print will be added to an online measurement point, as well
as gross scan information under the Available Data heading.
Example of Online Measurement Point Print Options dialog box
Available Data: this section lists the measurement point data that is available for printing
including the number of trend, spectra, and waveforms and the time spans during which
they were taken.
Gr. Scan: see above.

Trend: see above.
Spectra: see above.
Waveform: see above.
Extent of Gr. Scan to Print: select None, Summary, or Details.
Extent of Spectra to Print: select None, Summary, or Values.
Extent of Waveform to Print: select None, Summary, or Values.
that will be printed. If selected, complete the Starting/Ending Dates and Times in the fields
below.
Ending Date: Time:
Note
Delete (Database)
Selecting Delete with a Database selected brings up the Entire Database Data Delete
Options dialog box.

All of these options are described in Print (Database) on page 4-5 under the Selection
Options Tab.

Data Range Options Tab
10
Range of Gr. (Gross) Scan Data to Delete: None, All, or Last.

Range of Trend Data to Delete: None, All, or Last.
Range of Spectral Data to Delete: None, All, or Last.
Range of Waveform Data to Delete: None, All, or Last.
Limit Time Span? When selected, enter the Starting and Ending Dates and Times.
If Not Selecting, Delete Even if ...
Spectra: First Reference Save
Waveform: First Reference Save
Add a checkmark in front of the appropriate option to make a selection(s).

Delete (Area)
Selecting Delete with an Area selected brings up the Area Data Delete Options dialog box.
11
All of these options are described in Print (Area) on page 4-8 under the Selection Options
Tab.

12
All of these options are described in Data Range Options Tab on page 4-18.

Delete (Equipment)
Selecting Delete with a piece of Equipment selected brings up the Equipment Data
Delete Options dialog box.

All of these options are described in Print (Equipment) on page 4-11 under the Selection
Options Tab.
Example of Equipment without Online points
Example of Equipment with only Online Points

Note
Only those measurement points assigned to a piece of equipment will
appear when the Delete option is selected for that piece of equipment. For
example, a Delete Online Data? option appears only if you have online
points for that piece of equipment. If you do not, it will not appear. Similarly,
if online points are the only ones you have for a piece of equipment then only
Delete Online Data? appears. The two illustrations above illustrate this
point.

All of these options are described in Data Range Options Tab on page 4-18.
Example of Equipment without Gross Scan option
Example of Equipment with Gross Scan option

Note
Only if a piece of equipment has an online measurement point assigned to it
will the Range of Gr. Scan to Delete appear under the Data Range Options
tab. If not, this option will not appear. The two illustrations above illustrate
this point.

Delete (Measurement Point)
Selecting Delete with a Periodic Measurement Point selected brings up the Periodic
Measurement Point Delete Options dialog box.
Note
If the measurement points for other types of technologies are selected, the
dialog box is tailored for that technology. For example, no Range of
Spectra to Delete and Range of Waveform to Delete displays if an oil
(Tribology) measurement point is selected. Also, no spectra or waveform
information displays under Available Data. Conversely, Range of Gr.
(Gross) Scan to Delete will be added to an online measurement point, as
well as gross scan information under the Available Data heading.
13
Available Data:
Gr. (Gross) Scan: lists number of trends available including the beginning
and ending dates that the data was collected.

Trend: lists number of trends available including the beginning and
ending dates that the data was collected.
Spectra: see Trend description.
Waveform: see Trend description.
Range of Gr. Scan to be Deleted: None, All, or Last.
Range of Trend Data to Delete: None, All, or Last.
Range of Spectral Data to Delete: None, All, Last, or Selected.
Range of Waveform Data to Delete: None, All, Last, or Selected.
that will be deleted. If selected, complete the Starting/Ending Dates and Times in the fields
below.
Ending Date: Time:
If Not Selecting, Delete Even if ...
Spectra: First Reference Save
Waveform: First Reference Save
Add a checkmark in front of the appropriate option to make a selection(s).
AsgnOfR-Spec
With an Area selected, this option brings up a dialog box that lists the datasets that are avail-
able for assignment.
AsgnOfR-Wave
With an Area selected, this option brings up a dialog box that lists the datasets that are avail-
able for assignment.

Data Statistics Options
Selecting this option brings up the Statistics Mgt Functions dialog box. Beginning with this
dialog box, you can reestablish or manually define the baseline and statistical values (aver-
ages and standard deviations) that determine alarm conditions for the acquired data. These
features are particularly useful if you want to customize these statistical values. Each selec-
tion can be performed for selected measurement points, all the measurement points on a
specified piece of equipment, or all measurement points on all the equipment defined in a
selected area.
Statistics Mgt Functions Dialog Box
Available Function Bar options are described in the following sections.
Note
Depending on the options that have been selected, the Tools pulldown menu
also provides the option to Show Routes on Tree (Ctrl-S).
Data Statistics Options 4-27

Overview of Function Bar Options
Show Routes on Tree/Show MeasPnt (Measurement Points) on Tree

This option was previously described in Show Routes on Tree/Show MeasPnt on Tree
on page 4-3.
Clear Baslin
In the early stages of a vibration analysis program, there may be data sets collected and
stored that contain errors or erratic values, because the analyst is learning how to use the
device. AMS Machinery Manager automatically assigns the first set of vibration data
stored for a particular measurement point as its baseline data set.
If you do not wish to establish this first set as baseline data, select this option to reset the
baseline values to zero. The data sets previously stored are not destroyed however, the next
vibration data set stored in the database for the location(s) of interest will automatically
become the new baseline.
Clr Ave/Sigm
Enables you to reset to zero any averages or standard deviations calculated for a measure-
ment location. These values are calculated from a sample of data sets as defined by the
Measurement Point Information window. After this option is activated, the average and
standard deviation is calculated from the data sets subsequently stored in the database. Any
previously-stored data sets are ignored for this calculation.
Clr All Stat

Combines the action of the previous two options. The values identified as baseline, average,
and standard deviation are returned to zero and new values are established by subsequent
vibration data sets stored in the database. Previously-collected data sets are simply ignored.
Set Basl = Ave

Enables you to set the baseline values stored for a measurement point to be equal to the
average values calculated from its statistical sample.

Calc New Stat
Enables you to specify a beginning and ending date, and time associated with a sample of
data sets for the calculation of new statistics. If the number of data sets within the specified
time interval is less than the total amount required for a sample, AMS Machinery Manager
calculates new averages and standard deviations using the available data sets. It continues
to update these values as each new data set is stored until the defined sample of data sets
have been completed.
Manual Edit
Enables you to manually enter the statistical values used for determining the alarm condi-
tions for the acquired data. You are required to define the baseline, average, and standard
deviation for each analysis parameter associated with each measurement point. With this
option, you are never required to collect and store data sets for a complete statistical sample.
Caution!
Modifying trend data statistics is a powerful tool for the analyst. If improp-
erly used, however, RBMview alarm reporting features can be made mis-
leading and ineffective. Exercise extreme caution when performing any of
these baseline and statistical value changes.

Clear Basline (Database)
Selecting Clear Basline with a Database selected brings up the Entire Database Statistics
Modify Options dialog box.
14
Filter by Area IDs? add a check mark if you want to filter by Area IDs.
Area ID Filter: if the previous field (Filter by Area IDs) is checked, you can use up to
four characters to define a filter. An asterisk (*) can be used in any position as a wild card.
For instance, if the filter is ST**, any ID whose first character is S and second character is
T will pass the filter because the third and fourth characters are wild cards (which means
any character will match).
Filter by Equipment IDs? add a check mark if you want to filter by Equipment IDs.
Equipment ID Filter: use up to 10 characters to define this field. See Area ID Filter for
a general description.
Filter by Measurement Point IDs? add a check mark if you want to filter by Measure-
ment Point IDs.
Measurement Point ID Filter: use up to three characters to define this field. See Area
ID Filter for a general description.

Add a checkmark to select any of the following:
Modify Periodic Statistics?
Modify Tribology Statistics?
Modify Thermography Statistics?
Modify Motor Statistics?
Modify UltraSonic Statistics?

Clear Baslin (Area)
Selecting Clear Baslin with an Area selected brings up the Area Statistics Modify Options
dialog box.
15
All of the following options are described in Clear Basline (Database) on page 4-30.
Filter by Equipment IDs?
Equipment ID Filter:
Filter by Measurement Point IDs?
Measurement Point ID Filter:

Clear Baslin (Equipment)
Selecting Clear Baslin with a Equipment selected brings up the Equipment Statistics
Modify Options dialog box.
16

Clr Ave/Sigm
All of the dialog boxes and options for Database, Area, and Equipment are identical to
those previously described in the Clear Baslin sections.
Clr All Stat

Set Basl = Ave

Calc New Stat

Selecting CalcNew Stat with a Database selected brings up the two-tab Entire Database
Statistics Modify Options dialog box.
17

The following options are identical to those previously described in the Clear Baslin sec-
tion.
Filter by Area IDs?
Area ID Filter:
Filter by Equipment IDs?
Equipment ID Filter:
Calculation Options Tab
18

Add a checkmark to select the following:
Modify Baseline?
If checked, enter the starting and ending dates and times to select the range from which to
select the First Trend.
Modify Average/Sigma?
If checked, enter the starting date and time from which to average the data. Also, enter the
number of Samples to Average.

Manual Edit
When selected (for Measurement Point Only), the Statistics Manual Entry dialog box is
displayed.
19
This dialog box shows the values and allows you to change the following parameters:
Overall, Sub & 1x TS, 2x TS. 38x TS, 935x TS, 3665x TS, and 110kHz. For each of
these parameters, the columns show values for Baseline, #Avg, Average, and Std. Dev. The
last column also lists the units of measurement for each parameter.

Data Label Options
Selecting this option displays the Data Label Management Functions dialog box. This
dialog box has Function Bar options that enable you to change the labels on spectra or
waveforms stored in the database. Labels include RPM, Load, Tag and text. You can
change labels by point, equipment, route, area, database or all off-route data sets.
20
Using the spectral and waveform labeling option, a descriptive label of up to 32 characters
can be defined for each data set, facilitating quick identification of baseline, alarm, and other
spectral data of interest. The RPM and LOAD values can also be modified as needed.
Tree by Routes/Tree by Measurement Point

This option was previously described in Show Routes on Tree/Show MeasPnt on Tree
on page 4-3.

Change Label (Database)
Selecting the Change Label option displays the Globally Modify Stored Data Labels dialog
box.
21
Filter By Equipment ID
Filter By Area ID
Filter By Measurement Point ID
Add a checkmark to select from the following options:
Modify Data From Periodic Points
Modify Data From Continuous Points
Modify Data From Status Points
Modify Data From Motor Points
Modify Off-Route Data
Data Label Options 4-39

Change Label (Area)
Except for the omission of one of the filter options, all of the dialog boxes and options for
Area are identical to those previously described in the Change Label (Database) sections.
Change Label (Equipment)

Clicking on Change Label with Equipment selected displays the Globally Modify Stored
Data Labels dialog box with the following fields:
Filter By Measurement Point ID add a checkmark if you want to filter the Measure-
ment Point ID then, use up to three characters to complete the Measurement Point ID field.
Add a checkmark to select either of the following:
Modify Data From Periodic Points
Modify Data From Motor Points

Change Label (Measurement Point)
Clicking on Change Label with a Measurement Point selected displays the Modify Stored
Spectral Data dialog box.
Note
For Online, you will be asked to select desired data collection set. Data
stored under selected data collection set will then be displayed.
22
This box shows the Date, Time, and Hz for each Spectral Data Set stored along with the
following fields:
RPM
Load
Tag
Label
Data Label Options 4-41

An S entered into the Tag column assigns the spectral or waveform data a save tag, pre-
venting the accidental deletion of the data. Also, the Tag column may be used to designate
a particular spectrum as the reference (R) spectrum.
Spctrl Data/Wavfrm Data

This Function Bar option toggles between the Modify Stored Spectral Data and Modify
Stored Waveform dialog boxes. These two screens display the Date, Time, Hz, RPM,
Load, Tag and label for the selected Spectral/Waveform Data Sets.
Update
Selecting this Function Bar option stores the values displayed into the database.
Reset Ref
Selecting this Function Bar option allows you to reset the reference tag on the measurement
point. After moving through the filtering methods described above for the Change Label
option (Database, Area, Equipment or Measurement Point, depending on what is high-
lighted in the navigation tree), you will be able to select the type of data to modify. You can
reset for spectral data only, waveform data only or both spectral and waveform data. There
are two option types. You can remove the reference without it being set on the next data
dump or allow the reference to rearm and be set on the next data dump.

Chapter 5
Database Utility Functions - DBUTLY
* 1
The Database Utility (DBUtly) program provides tasks designed to extract, merge, and
modify database information.
Note
Before using this program, Emerson strongly recommends that you backup
your databases.
5-1
DBUtly Tasks
The following three tasks are provided by DBUtly:
The Copy/Move task provides the capability to copy or move information from a
source database to a target database. Duplicate information will be created in the
target database when a Copy is performed. A Move will transfer information to the
target database and remove that information from the source database.
The Modify Equipment task provides the capability to modify information about
equipment stored in an AMS Machinery Manager database.
The Modify Measurement Points task provides the capability to modify informa-
tion about measurement points stored in an AMS Machinery Manager database.
DBUtly Tasks Window.
DBUtly Toolbar
New Task - This button will display a window with the three DBUtly tasks so that you
may switch between tasks.
Open - This button will display the Database Selection Window, allowing you to select a
database to be opened.
Execute - This button will execute the actions that are specified in the Actions Window. It
is valid only for the Modify Equipment and Modify Measurement Points tasks.
Report - This button will generate a report (please see Reports on page 5-5).
Cut - This button will cut the selection and place it on the clipboard.
Copy - This button will copy the selection and place it on the clipboard.
5-2 Database Utility Functions - DBUTLY

Paste - This button will insert the contents of the clipboard.
Toggle Filter/Actions - This button is a toggle that will show or hide the Filter/Actions
Window. It is valid only for the Modify Equipment and Modify Measurement Points
tasks.
Display Log File - This button will display the most recent DBUtly log file in a CSIView
window.
Select All - This button will place all items that are in the active window on the selection
list.
Deselect All - This button will remove all items that are in the active window from the
selection list.
Cascade Windows - This button will arrange the open windows so that they overlap.
Tile Windows Horizontal - This button will arrange the open windows as non-overlap-
ping horizontal tiles.
Tile Windows Vertical - This button will arrange the open windows as non-overlapping
vertical tiles.
Help - This button will display the help.
Other DBUtly Options

There are some DBUtly options that are available only via the menu bar. Some options may
or may not be available depending upon several factors.
5-3
File Menu
New Database... - This option will create a new AMS Machinery Manager database.
Close Database- This option will close the active database.
Duplicate Database... - This option will export all or part of the active database to a new
file. The same set of option tabs will be displayed that are displayed for a Copy/Move
(please see Options on page 5-10).
Print Setup... - This option will allow you to change the printer and printing options.
Exit - This option will exit the DBUtly program.
View Menu
Toolbar - This option is a toggle that will show or hide the toolbar.
Status Bar - This option is a toggle that will show or hide the status bar.
Options Menu
Preferences... - This option will display the preferences dialog box. There are two tabs of
preferences. The General tab includes the following preferences:
whether or not to automatically load the active AMS Machinery Manager database
upon application startup
whether or not to automatically arrange the database windows when a new task is
initiated
whether or not to automatically display the log file after modifying equipment, after
modifying measurement points, and after transferring database information
whether or not to create a new log file that will overwrite the existing log file
The Copy/Move tab includes the following preference:
whether or not to direct the error messages output to only the log file
Window Menu
Arrange Icons - This option will arrange icons at the bottom of the window.
Help Menu
Topics - This option displays the help beginning with the topic of the active task.
Contents - This option displays the help.
How To - This option displays the help beginning with the example for the active task.

About DBUtly... - This option displays version and copyright information.
Reports
Several reports are available from DBUtly. To generate a report, select an item in the left
pane of the Database Window and then click on the Report button, use the Report
option from the File menu, or right-click and select Report... from the shortcut menu.
A Report Options Window will be displayed.
Report Options Window
Select the desired report from the scrolling region at the top of the Report Options Window.
Check the Table checkbox if you want the report in a tabular format, or leave it
unchecked if you want the report in a list format (this option may be unavailable for some
reports).
At the bottom of the Report Options Window, there are two scrolling regions. The scrolling
region on the left is a list of fields that are available to be placed on the report. The scrolling
region on the right is a list of fields that will be listed on the report. To remove a field from
the report, select the field to be removed (from the scrolling region on the right) and click
the < Remove button. To add a field to the report, select the field to be added (from the
scrolling region on the left) and click the Add > button.
You may determine the order of the fields that are to be listed on the report. To move a field,
select it from the scrolling region on the right and click the Up or Down button to place
it in the desired order.
5-5
After selecting the desired report and fields, click the OK button on the Report Options
Window to generate the report. The report will be displayed in a window. Use the buttons
at the top of this window to navigate through the pages of the report, to zoom in and out, to
send the report to the printer, and to close the report.
The following table lists the available reports and the type of item(s) that must be selected
in order for the report to be generated:
Report Selected Item
Area Information Summary Area,

Equipment List
Measurement Point Information Summary - Periodic Area,
Vibration Equipment List
Measurement Point Information Summary - Online Vibration Area,
Equipment List
Measurement Point Information - Status Area,
Equipment List
Measurement Point Information - Tribology Area,
Equipment List
Measurement Point Information Summary - Ultrasonic Area,
Equipment List
Baseline Values Area,
Equipment List
Analysis Parameter Information Summary Analysis Parameter Set
Alarm Limit Information Summary Alarm Limit Set
Fault Frequency Information Summary Fault Frequency Set
Note Code/Observations Summary Predefined Notes

Copy/Move
The Copy/Move task provides the capability to copy or move information from a source
database to a target database.
Database Window
Click the Open button on the tool bar or use the Open Database... option from the
File menu to open a database. The Database Selection Window will be displayed with a
list of available databases. Select the desired database from the list and then click the OK
button. The structure tree of the opened database will be displayed in a window. If neces-
sary, repeat this process to open more than one database. Each database structure tree will
be displayed in its own window.
Database Window
Copy vs. Cut

A Copy transfers information to the target database without changing the source database.
If the same database is both the target and the source, a Copy will make a duplicate in that
database. A Move transfers information to the target database and immediately deletes that
information out of the source database.
Copy/Move 5-7
Copying Information
There are five methods that may be used to copy database information.
Drag and Drop

Click once on the source item in the Database Window and hold down the left mouse
button. Move the mouse pointer to the target item in the Database Window and then release
the mouse button.
If the target is valid for the copy, a plus sign (+) will be displayed below the pointer before
you release the mouse button.
If the target is invalid for the copy, the pointer will become a circle with a slash before you
release the mouse button.
Menu Options
Select the source item in the Database Window. Use the Copy option from the Edit
menu. Select the target item in the Database Window and use the Paste option from the
Edit menu. If the copy is invalid for the selected target, the Paste option will be inactive
on the Edit menu.
Right Mouse Click

Select the source item in the Database Window. Click the right mouse button once to dis-
play a pop-up menu. Click on the Copy option. Select the target item in the Database
Window and right-click to display the pop-up menu. Click on the Paste option. If the
copy is invalid for the selected target, the Paste option will be inactive on the pop-up
menu.
Keyboard
Select the source item in the Database Window. Press the Ctrl key and hold it down while
pressing the letter c. Release both keys. Select the target item in the Database Window.
Press the Ctrl key and hold it down while pressing the letter v. Release both keys.
Toolbar Buttons
Select the source item in the Database Window. Click on the Copy button located on the
toolbar.
Select the target item in the Database Window and click on the Paste button. If the copy
is invalid for the selected target, the Paste button will be inactive.

Moving Information
There are five methods that may be used to move database information.
Drag and Drop

Click once on the source item in the Database Window and hold down the left mouse
button. Press the Ctrl key on the keyboard and hold it down. Move the mouse pointer to
the target item in the Database Window and then release the mouse button and the Ctrl
key.
If the target is invalid for the move, the pointer will become a circle with a slash before you
release the mouse button.
Menu Options
Select the source item in the Database Window. Use the Cut option from the Edit
menu. Select the target item in the Database Window and use the Paste option from the
Edit menu. If the move is invalid for the selected target, the Paste option will be inactive
on the Edit menu.
Right Mouse Click

Select the source item in the Database Window. Click the right mouse button once to dis-
play a pop-up menu. Click on the Cut option. Select the target item in the Database
Window and right-click to display the pop-up menu. Click on the Paste option. If the
move is invalid for the selected target, the Paste option will be inactive on the pop-up
menu.
Keyboard
Select the source item in the Database Window. Press the Ctrl key and hold it down while
pressing the letter x. Release both keys. Select the target item in the Database Window.
Press the Ctrl key and hold it down while pressing the letter v. Release both keys.
Buttons
Select the source item in the Database Window. Click on the Cut button located on the
toolbar.
Select the target item in the Database Window and click on the Paste button. If the move
is invalid for the selected target, the Paste button will be inactive.
Copy/Move 5-9
Options
There are many different options available for Copy/Move. Options allow you to control
aspects of the transfer such as what to do if duplicates are found, which specific items
should be transferred, and how statistics are to be handled. The options that are available
depend upon which items are being transferred. Options are listed on various tabs of the
Options Window, which is displayed immediately after a Copy or Move has been initiated
in the Database Window (please see Copying Information on page 5-8 or Moving Infor-
mation on page 5-9 for details on initiating a Copy or Move).
Structure Options
Structure Options Tab
Include checkbox - This checkbox will be displayed only when transferring

areas or equipment. Checking this option will include the children in the
transfer.

Limit Point IDs - This option may be used to select and/or limit the points to be trans-
ferred based on the three-character measurement point IDs. The available values in this
drop-down list are as follows:
Value Description
Off All measurement points will be transferred.

Include Only the measurement points that match the filters specified by the
First Point ID and the Second Point ID fields will be transferred.
Exclude All measurement points except those that match the filters specified by
the First Point ID and the Second Point ID fields will be
transferred.
First Point ID and Second Point ID - These fields are available only if the Limit Point
IDs option is not Off.
If the Limit Point IDs option is Include, a measurement point ID must match the filter
of either the First Point ID field or the Second Point ID field before being transferred.
If the Limit Point IDs option is Exclude, a measurement point ID that matches the filter
of either the First Point ID field or the Second Point ID field will not be transferred. In
both cases, if the Second Point ID field is blank, only the First Point ID field will be
used to determine which measurement points will be transferred.
Actual characters from the measurement point IDs can be used in these two fields as well
as the question mark (?) wildcard character. The question mark wildcard character indi-
cates that any character will be accepted for the position it represents.
Examples (using the Include option):
M?? will transfer all points with an M in the first position.
?OH will transfer all points with an OH in the last two positions.
Area - This option indicates how the areas will be transferred. The available values in this
drop-down list are as follows:
Value Description
New A new area will be created in the database.

NoDup Duplicate areas will be ignored.
Merge If a duplicate area is found, the children of the source area will be
added to the duplicate area.
Copy/Move 5-11
The criteria for duplication of an area is as follows:
Area ID
Description
Equipment - This option indicates how the equipment will be transferred. The available
values in this drop-down list are as follows:
Value Description
New New equipment will be created in the area; if the source equipment ID
already exists in the target area, a new equipment ID will be assigned.
NoDup Duplicate equipment will be ignored.
Merge If duplicate equipment is found, the children of the source equipment
will be added to the duplicate equipment.
The criteria for duplication of equipment are as follows:

Equipment ID
Description
Classification
equipment with the same Equipment Type flag
equipment with the same Reference RPM and Load
equipment with the same Speed Type flag
equipment with the same FPM/RPM Conversion Factor
equipment with the same Enter Speed/Load Only Once
equipment with the same Fixed Tach Location flag
Point - This option indicates how the measurement points will be transferred. The avail-
able values in this drop-down list are as follows:
Value Description
New A new point will be created in the equipment; if the source point ID
already exists on target equipment, a new point ID will be assigned.
NoDup Duplicate measurement points will be ignored.
Merge If duplicate measurement points are found, the children of the source
measurement points will be added to the duplicate.

The criteria for duplicate measurement points are as follows:
Point ID
Description
Units
points with the same Sensor Unit Type
points with the same Sensitivity
DC points with the same DC Offset
points with the same Reference RPM
points with the same analysis parameter set
Note
Merging points requires all point variables and the analysis parameter set
variables to match, since data could be adversely affected if measurement
point types, frequency bands, or other variables are changed.
Copy/Move 5-13
Data Options
Data Options Tab
Transfer Gross Scan Data? Checking this option allows you to transfer the gross scan
data to the target database.
Limited Time Span? Checking this option allows you to input the starting date/time
and ending date/time for the trend data being transferred. This option is available only if the
Transfer Gross Scan Data? option is checked.
Transfer Trend Data? - Checking this option allows you to transfer the trend data to the
target database.
Limited Time Span? - Checking this option allows you to input the starting date/time and
ending date/time for the trend data being transferred. This option is available only if the
Transfer Trend Data? option is checked.
Transfer Spectral Data? - Checking this option allows you to transfer the spectral data
to the target database.

ending date/time for the spectral data being transferred. This option is available only if the
Transfer Spectral Data? option is checked.
Transfer Waveform Data? - Checking this option allows you to transfer the waveform
data to the target database.
ending date/time for the waveform data being transferred. This option is available only if
the Transfer Waveform Data? option is checked.
Statistics Options - This option determines how statistics will be handled during the
transfer. The available values in this drop-down list are as follows:
Value Description
Ignore The statistics stored on the point will not be changed.

Redo The statistics will be reconstructed using all data (source and target)
after merge.
Copy The statistics will be transferred from the source database to the target
database.
Redo/New If the source data are later than the target data, the statistics will be
recalculated.
Redo/All The statistics will be updated using all source data whether it is newer
or not.
Note
If the Ignore option is chosen and data are transferred, no statistics will be
generated in the target database. If any of the target alarm types rely on the
baselines, the alarm and fault values will show up as zero. The statistics will
be updated with the first new data set.
Copy/Move 5-15
Set Options
Set Options Tab
Duplicate Set Option - This option determines how analysis parameter sets, alarm limit
sets, and fault frequency sets will be transferred. The available values in this drop-down list
are as follows:
Value Description
Re-number If a duplicate set is found in the target database, the source set will be
transferred and a new set number will be assigned.
Overwrite If a duplicate set is found in the target database, it will be overwritten
with the source set.
Ignore If a duplicate set is found in the target database, the source set will not
be transferred.

External File Options
External File Options Tab
Transfer RBMview Information? - Checking this option allows you to transfer RBM-
view information to the target database.
Transfer RBMview Case Histories? - Checking this option allows you to transfer
RBMview case histories to the target database. This options is available only if the
Transfer RBMview Information? option is checked.
ending date/time for the RBMview case histories being transferred. This option is available
only if the Transfer RBMview Case Histories? option is checked.
Transfer Equipment Configurations? - Checking this option allows you to transfer
equipment configurations to the target database.
Delete IR Images From Source? - Checking this option deletes the IR image files from
the source after they are successfully transferred to the target. This option is available only
for a move.
Copy/Move 5-17
Delete Transient Waveforms From Source? - Checking this option deletes the tran-
sient waveform files from the source after they are successfully transferred to the target.
This option is available only for a move.
Source and Target Items

Each transfer (copy or move) consists of a source item and a target item. The following
table displays the valid targets for the transfer of a source item along with a list of the tabs
available in the Options Window:

Source Target Option Tabs
Area Database, Structure,

Area List Data,
Set,
External File
Equipment Database, Structure,
Area List, Data,
Area, Set,
Equipment List External File
Measurement Point Database, Structure,
Area List, Data,
Area, Set,
Equipment List, External File
Equipment,
Measurement Point List
Job Equipment, Data,
Matching Job List, External File
Matching Global Data Job List
Route Area, Route,
Route List Structure,
Data,
Set,
External File
Analysis Parameter Set Database, Set
Alarm Limit Set Database, Set
Alarm Limit Set
Fault Frequency Set Database, Set
Fault Frequency Set List
Predefined Notes Database, N/A
Predefined Notes List
Global Data (Jobs) Equipment, Data,
Matching Job List External File
Global Data (Events) Measurement Point N/A
Copy/Move 5-19
Note
Transferring an item causes that items children to also be transferred (with
consideration to the options set in the tabs of the Options Window). For
example, transferring an area also transfers the equipment, measurement
points, and routes within that area along with the associated analysis param-
eter sets, alarm limit sets, and fault frequency sets.

Copy/Move Example
Step 1 - Open a source database

File menu. In the Database Selection window, select the source database and click the
OK button. A window with the structure tree of the source database will be displayed.
Database Selection Window
Step 2 - Open a target database

File menu. In the Database Selection window, select the target database and click the
OK button. A window with the structure tree of the target database will be displayed.
Step 3 - Select the items to be transferred

Navigating through the tree in the source Database Window, select the items that are to be
transferred to the target database. The items to be transferred may be selected from either
the right or left panes of the source Database Window.
Step 4 - Place the selected items on the clipboard

Click the Copy button (or the Cut button for a move) to place the selected items on the
clipboard.
Copy/Move 5-21
Step 5 - Select the target item
Navigating through the tree in the target Database Window, select the item into which the
contents of the clipboard are to be placed. The target item may be selected from either the
right or left panes of the target Database Window.
Step 6 - Paste the contents of the clipboard

Click the Paste button to place the contents of the clipboard into the target database.
Step 7 - Specify transfer options

A dialog box containing one or more tabs will be displayed. This dialog box may be used
to customize the transfer. Once you are satisfied with the transfer options, click OK to ini-
tiate the transfer. A log of the transfer will be displayed in a Previewer window.
Example Transfer Log

Note
Database Utility now supports moving transient files as illustrated in the
illustration Moving Transient Files.
Moving Transient Files
Copy/Move 5-23
Modify Equipment
The Modify Equipment task provides the capability to modify information about equip-
ment stored in an AMS Machinery Manager database. Information may be modified for a
single piece or many pieces of equipment by creating filter sets and action sets and then
applying those filter sets and action sets to one or more databases.
Database Window
button. The structure tree of the opened database will be displayed in a window. Navigating
through the tree in the Database Window, select the equipment that is to be modified. The
equipment selection must be made on the right pane of the Database Window. More than
one piece of equipment may be selected for modification.
Note
Selecting an area automatically selects all of the equipment in that area.
Database Window

Filter/Actions Window
The left side of the Filter/Actions Window is the filter pane, and the right side is the action
pane. The filter pane is used to determine which of the selected equipment is to be modified
based on matching values. The action pane is used to specify the new values for the fields
to be modified.
There are two toggle buttons and two delete buttons located at the top of the Filter/Actions
Window.
Toggle General - This button determines whether or not the general equipment informa-
tion parameters are included in the drop-down lists for both the Filter Field and Action
Field. If this button is on, the parameters that will be included in the drop-down lists are as
follows:
General Equipment Information

Parameters
Description
Identifier
Classification
Analysis Group ID Number
Type Code
Modify Equipment 5-25

Toggle Periodic Vibration - This button determines whether or not the periodic vibration
parameters are included in the drop-down lists for both the Filter Field and Action Field. If
this button is on, the parameters that will be included in the drop-down lists are as follows:
Periodic Vibration Parameters
Enter Speed Only Once?

Enter Load Only Once?
Speed Type Code
FPM-to-RPM Factor
Reference Speed
Reference Load
Fixed Tach Location?
Note
At least one of the toggle buttons must be selected. Both toggle buttons may
be selected at the same time to allow for all parameters (general information
and periodic vibration) to be included in the drop-down lists.
Delete Row - This button removes the contents of the currently active row. This delete
affects either the filter or the action pane, depending on which is active at the time the button
is clicked.
Delete All Rows - This button removes the contents of all of the rows in either the filter
or the action pane, depending on which is active at the time the button is clicked.
Filter Pane
The filter pane of the Filter/Actions Window has three columns.
Filter Field - This column is a drop-down list of possible parameters that may be used as
a filter. Select the parameter from the drop-down list for which the filter is to be created. The
parameters that make up this list are determined by the Toggle General and Toggle Periodic
Vibration buttons.
Op - This column is a drop-down list of possible operations that may be used to create the
filter. The list of valid operations will be determined by the corresponding Filter Field.
Examples of operations include != (not equal to) and <= (less than or equal to).

Value - This column is the actual value of the corresponding Filter Field that determines
which equipment will be modified from the selections made in the Database Window. A
drop-down list may be available depending upon which Filter Field was selected. Other-
wise, type in the value that is to be matched when determining which equipment is to be
modified.
The available drop-down lists for the Value column in both the filter pane and the action
pane are as follows:
Filter/Action Field Possible Values
Type Code Immobile,

Constant Speed/Constant Load,
Variable Speed/Constant Load,
Constant Speed/Variable Load,
Variable Speed/Variable Load
Enter Speed Only Once? Yes, No
Enter Load Only Once? Yes, No
Speed Type Code RPM, FPM
Fixed Tach Location? Yes, No
Note
The question mark (?) wildcard may be used when building a filter. It is
valid only in the Value column and only when a drop-down list is not avail-
able. The question mark wildcard represents any single character. Examples
are as follows:
M1? - anything with three characters that begins with M1

M?? - anything with three characters that begins with M
Action Pane
The action pane of the Filter/Actions Window has two columns.
Action Field - This column is a drop-down list of possible parameters that may be selected
for modification. Select the parameter from the drop-down list for which the modification
is to be made. The parameters that make up this list are determined by the Toggle General
and Toggle Periodic Vibration buttons.

Value - This column is the actual value to which the corresponding Action Field is to be
modified. A drop-down list may be available depending upon which Action Field was
selected. Otherwise, type in the value to which the corresponding Action Field is to be mod-
ified. See the description for the Value column in the filter pane for a table of available
drop-down lists.
Note
More than one filter and action may be specified for any one modification.
The combined rows of filters and the combined rows of actions will act as a
Boolean and to create a filter set and an action set. In other words, all of
the filter rows must be true in order for the modifications in all of the action
rows to be made to the selected equipment.
Execute the Actions

When the filter set and action set have been built and the equipment to be modified has been
selected in the Database Window, click the Execute button or use the Execute Actions
option from the File menu to make the modifications. The modifications will be made,
and a log of the actions will be displayed in a Previewer window.

Modify Equipment Example
Step 1 - Open a database

File menu. In the Database Selection window, select the database that is to be opened and
click the OK button. A window with the structure tree of the selected database will be dis-
played.
Step 2 - Select the equipment to be modified

Navigating through the tree in the Database Window, select the equipment that is to be
modified. The equipment must be selected from the right pane of the Database Window.
Step 3 - Indicate general and/or periodic vibration

Click the Toggle General and the Toggle Periodic Vibration buttons to indicate
whether or not the general equipment information parameters and/or the periodic vibration
parameters will be included in the drop-down lists for the Filter Field and Action Field. By
default, the Toggle General button is on and the Toggle Periodic Vibration button is off.
Step 4 - Build the filter set

Select a parameter from the drop-down list in the Filter Field column. Select an operation
from the drop-down list in the Op column. If a drop-down list is available for the Value
column, select a value. If a drop-down list is not available for the Value column, enter the
desired value.

Repeat this step for as many rows as necessary to build the desired filter set. The combined
rows of filters will be treated as a Boolean and to create the filter set. In other words, all
of the filter rows must be true in order for the modifications to be made to the selected
equipment.
Example Filter Set
Step 5 - Build the action set

Select an action from the drop-down list in the Action Field column. If a drop-down list
is available for the Value column, select a value. If a drop-down list is not available for
the Value column, enter the desired value.
Repeat this step for as many rows as necessary to build the desired action set. The combined
rows of actions will be treated as a Boolean and to create the action set. In other words,
the modifications in all of the action rows will be made to the selected equipment that
matches all of the filter rows.
Example Action Set

Step 6 - Execute
Click the Execute button to begin the equipment modifications. A log of the modifica-
tions will be displayed in a CSIView window.
Example Modification Log
Step 7 - Repeat as necessary

If necessary, you may open another database and apply the same filter and action set. Or,
the filter and action sets may be changed to make different equipment modifications.
Note
The order in which a database is opened, the filter set is built, and the action
set is built does not matter. However, all three steps must occur prior to exe-
cuting the actions.

Modify Measurement Points
The Modify Measurement Points task provides the capability to modify information about
measurement points stored in an AMS Machinery Manager database. Information may be
modified for one or more measurement points by creating filter sets and action sets and then
applying those filter sets and action sets to one or more databases.
Database Window
button. The structure tree of the opened database will be displayed in a window. Navigating
through the tree in the Database Window, select the measurement points that are to be mod-
ified. The measurement points selection must be made on the right pane of the Database
Window. More than one measurement point may be selected for modification.
Note
Selecting an area automatically selects all of the measurement points in that
area. Similarly, selecting a piece of equipment automatically selects all of the
measurement points in that equipment.
Database Window

The left side of the Filter/Actions Window is the filter pane, and the right side is the action
pane. The filter pane is used to determine which of the selected measurement points are to
be modified based on matching values. The action pane is used to specify the new values
for the fields to be modified.
There are six toggle buttons and two delete buttons located at the top of the Filter/Actions
Window.
Toggle Pvb General - This button determines whether or not the general periodic vibra-
tion parameters are included in the drop-down lists for both the Filter Field and Action
follows:
General Periodic Vibration Parameters
Measurement Point Identifier

Measurement Description
Units Type Code
Units
RPM at Measurement Point
Analysis Parameter Set ID
Alarm Limit Set ID
Monitoring Schedule (in days)
# of Data Values in Statistical Calculations
Modify Measurement Points 5-33

Toggle Pvb Sensor/Signal - This button determines whether or not the periodic vibra-
tion sensor/signal parameters are included in the drop-down lists for both the Filter Field
and Action Field. If this button is on, the parameters that will be included in the drop-down
lists are as follows:
Periodic Vibration Sensor/Signal

Parameters
Provide Sensor Power?

Sensor Sensitivity (in v/eu)
DC Offset (in volts)
Signal Group Number
Signal Channel Number
Full Scale Range
HFD Full Scale Range
Lowest Valid Signal Level
Highest Valid Signal Level
Toggle Fault Frequency - This button determines whether or not the fault frequency set
parameters are included in the drop-down lists for both the Filter Field and Action Field. If
this button is on, the parameters that will be included in the drop-down lists are as follows:
Fault Frequency Set Parameters
Fault Frequency Item #1


Toggle Pvb Alarm - This button determines whether or not the periodic vibration alarm
limit parameters are included in the drop-down lists for both the Filter Field and Action
follows:
Periodic Vibration Alarm Limit Parameters
Alarm Type Code

Fault Value
Alert Value
Weak Side Alert Value
Baseline Ratio
Maximum Deviations
Toggle Oil General - This button determines whether or not the general oil parameters
are included in the drop-down lists for both the Filter Field and Action Field. If this button
is on, the parameters that will be included in the drop-down lists are as follows:
General Oil Parameters

Measurement Description
Lab Unit ID
Sampling Schedule
Analysis Parameter Set ID
Alarm Limit Set ID
# of Data Values in Statistical Calculations

Toggle Thermography General - This button determines whether or not the general
thermography parameters are included in the drop-down lists for both the Filter Field and
Action Field. If this button is on, the parameters that will be included in the drop-down lists
are as follows:
General Thermography Parameters

Measurement Point Description
Monitoring Schedule
Reference Voltage
Reference Current
Location Code
Instruction Code
Priority Code
Note
At least one of the toggle buttons must be selected. More than one of the
Toggle Pvb General, Toggle Pvb Sensor/Signal, Toggle Fault Fre-
quency, and Toggle Pvb Alarm buttons may be selected at the same time
to allow for more parameters to be included in the drop-down lists. The
Toggle Oil General and the Toggle Thermography General buttons
may only be selected by themselves.
Delete Row - This button removes the contents of the currently active row. This delete
affects either the filter or the action pane, depending on which is active at the time the button
is clicked.
Delete All Rows - This button removes the contents of all of the rows in either the filter
or the action pane, depending on which is active at the time the button is clicked.
Filter Pane
The filter pane of the Filter/Actions Window has three columns.
Filter Field - This column is a drop-down list of possible parameters that may be used as
a filter. Select the parameter from the drop-down list for which the filter is to be created. The
parameters that make up this list are determined by the toggle buttons.

Op - This column is a drop-down list of possible operations that may be used to create the
filter. The list of valid operations will be determined by the corresponding Filter Field.
Examples of operations include != (not equal to) and <= (less than or equal to).
Value - This column is the actual value of the corresponding Filter Field that determines
which measurement points will be modified from the selections made in the Database
Window. A drop-down list may be available depending upon which Filter Field was
selected. Otherwise, type in the value that is to be matched when determining which mea-
surement points are to be modified.
The available drop-down lists for the Value column are as follows:
Filter/Action Field Possible Values
Units Type Code Acceleration<--Acceleration,

Velocity<--Acceleration,
Velocity<--Velocity,
Displacement<--Acceleration,
Displacement<--Velocity,
Displacement<--Displacement,
General Dynamic,
Static/DC Input,
Keypad Input,
Temperature,
Sound Pressure,
Current,
Flux-Low Frequency,
Flux-Slot Pass,
Shaft Voltage,
Shaft Current
Provide Sensor Power? Yes, No

If the Toggle Fault Frequency button is on, you may select up to seven Fault Frequency
Items. The Value column for the Fault Frequency Items contains an ellipse (...) button.
Clicking on this button will display the Fault Frequency Information Window, which is
used to specify details about the Fault Frequency Item.
Fault Frequency Information Window
Note
The question mark (?) wildcard may be used when building a filter. It is
valid only in the Value column and only when a drop-down list is not avail-
able. The question mark wildcard represents any single character. Examples
are as follows:
M1? - anything with three characters that begins with M1

M?? - anything with three characters that begins with M
Action Pane
The action pane of the Filter/Actions Window has two columns.
Action Field - This column is a drop-down list of possible parameters that may be selected
for modification. Select the parameter from the drop-down list for which the modification
is to be made. The parameters that make up this list are determined by the toggle buttons.
Value - This column is the actual value to which the corresponding Action Field is to be
modified. A drop-down list may be available depending upon which Action Field was
selected. Otherwise, type in the value to which the corresponding Action Field is to be mod-
ified. See the description for the Value column in the filter pane for a table of available
drop-down lists.

Note
More than one filter and action may be specified for any one modification.
The combined rows of filters and the combined rows of actions will act as a
Boolean and to create a filter set and an action set. In other words, all of
the filter rows must be true in order for the modifications in all of the action
rows to be made to the selected measurement points.
Execute the Actions

When the filter set and action set have been built and the measurement points to be modi-
fied have been selected in the Database Window, click the Execute button or use the
Execute Actions option from the File menu to make the modifications. The modifica-
tions will be made, and a log of the actions will be displayed in a CSIView window.

Modify Measurement Points Example
Step 1 - Open a database

File menu. In the Database Selection window, select the database that is to be opened and
click the OK button. A window with the structure tree of the selected database will be dis-
played.
Step 2 - Select the measurement points to be modified

Navigating through the tree in the Database Window, select the measuremnent points that
are to be modified. The measurement points must be selected from the right pane of the
Database Window.
Step 3 - Use the toggle buttons

Click the toggle buttons to indicate which parameters will be included in the drop-down
lists for the Filter Field and Action Field. By default, the Toggle Pvb General button is on
and the rest of the toggle buttons are off.
Step 4 - Build the filter set

Select a parameter from the drop-down list in the Filter Field column. Select an operation
from the drop-down list in the Op column. If a drop-down list is available for the Value
column, select a value. If a drop-down list is not available for the Value column, enter the
desired value.

Repeat this step for as many rows as necessary to build the desired filter set. The combined
rows of filters will be treated as a Boolean and to create the filter set. In other words, all
of the filter rows must be true in order for the modifications to be made to the selected mea-
surement points.
Example Filter Set
Step 5 - Build the action set

Select an action from the drop-down list in the Action Field column. If a drop-down list
is available for the Value column, select a value. If a drop-down list is not available for
the Value column, enter the desired value.
Repeat this step for as many rows as necessary to build the desired action set. The combined
rows of actions will be treated as a Boolean and to create the action set. In other words,
the modifications in all of the action rows will be made to the selected measurement points
that match all of the filter rows.
Example Action Set

Step 6 - Execute
Click the Execute button to begin the measurement points modifications. A log of the
modifications will be displayed in a Previewer window.
Example Modification Log
Step 7 - Repeat as necessary

If necessary, you may open another database and apply the same filter and action set. Or,
the filter and action sets may be changed to make different measurement points modifica-
tions.

Note
The order in which a database is opened, the filter set is built, and the action
set is built does not matter. However, all three steps must occur prior to exe-
cuting the actions.

Chapter 6
Manual Data Entry - MANLOG
The MANLOG program allows keyboard entry of trend data into the AMS Machinery
Manager database. This allows data collected by means other than the Model CSI 2130,
CSI 2120 or CSI 2117 and Model 21xx series machinery analyzers to be used for trend
analysis. Also, MANLOG can be used to correct erroneous data, after is has been stored in
the database.
The trend data within the database may be manipulated in one of the following four ways:
Append - Trend data may be appended to the chronological end of the
database. Date and time checks are performed to maintain the consis-
tency of the database before data are allowed to be appended to the
database file.
Insert - Trend data may be inserted into the database between existing
trend measurements.
Revise - Existing trend data may be updated by an actual value and/or
by date and time. If the date or time is changed, the measurements will
be reordered where necessary.
Delete - Existing trend measurements may be removed from the data-
base. This is not a reversible option.
Caution!
The MANLOG program provides a great deal of power and freedom to alter
the database. Changes in the data will affect reliability maintenance predic-
tions. Therefore, Emerson strongly recommends that you backup your data-
base before attempting to alter any data with the functions of MANLOG.
This backup provides a reference point to return to in case of undesired
results.
6-1
Note
Within Manlog, references are made to process variables in several places.
The term process variable refers to measurement points whose unit type
code is defined as either Static/DC, temperature, or keypad. These measure-
ment points always store at most a single overall trend value, since they
cannot reference an analysis parameter set. Thus, altering trend data for pro-
cess variables only for a given machine will generate a list that contains only
the points whose unit type code is static/DC, temperature, or keypad. In this
mode, you may only alter trend data associated with these points.
6-2 Manual Data Entry - MANLOG

Chapter 7
Route Management- ROUTE
A route is a list of equipment and measurement points that have been selected from all of
the equipment in an area. This list is arranged in such a manner as to provide an efficient
path (route) for the operator to follow when collecting data. The route also instructs the
machinery analyzer how to collect and store data. All information transferred to the
machinery analyzer from AMS Machinery Manager must be in the form of a route.
A single route or a number of routes (depending on the analyzers memory capacity) can
be downloaded into the machinery analyzer.
The Route Management Program (ROUTE) is used to create and manage routes. All
equipment and measurement points of a route must be from the same area; however, routes
may group equipment in any logical manner such as equipment located on the same floor,
equipment classified with a particular system, etc.
This capability to group equipment may also be used with other AMS Machinery Manager
program modules. For example, the ROUTE program can group similar equipment for:
Analysis with Diagnostic Plotting (PLOTDATA) or Automated fault Diag-
nostics (NSpectr)
Reporting with Exceptions Reporting (EXPORT)
Global data management with Database Utility Functions (DBUTLY)
Routes can also be generated while using the EXPORT program, and ROUTE can be used
to edit and modify these routes, if necessary.
7-1
Routes can also facilitate data management, i.e., deleting spectra for all measurement points
in a route or plotting spectra for all measurement points in a route. Creating (and deleting)
routes will not affect database structure or stored data.
Note
Routes do not affect the definitions of equipment and measurement points
in the other AMS Machinery Manager programs. Routes can be created,
modified, and/or deleted without causing changes in the definitions within
the database.
7-2 Route Management- ROUTE

Route Limitations
When creating or modifying a route, observe the following limitations:
A maximum of 50 routes may be assigned per area.
Each piece of equipment may contain up to 144 points.
Each route may contain up to 1040 points.
In addition, the route (or routes) to be loaded into the machinery analyzer should be
designed so that the amount of stored data does not exceed the memory capacity of the ana-
lyzer.
Memory usage is determined by many factors, including the total number of equipment
and measurement points, the number of spectra and/or waveforms that will be stored, the
number of frequency lines specified for lines of resolution, etc. Therefore, the maximum
size and number of routes that can be loaded into the analyzer per collecting session will
usually have to be determined by trial and error.
The last line of the analyzers measurement point display indicates the amount of remaining
memory that is available for data storage. When the percentage is zero, the memory is full
and the analyzer can store no more data. If this should happen during the process of col-
lecting data, the route can be completed by first dumping the existing data into the com-
puter. Next, reload the route into the analyzer, and continue taking data on the remaining
points.
7-3
Creating A New Route
To create a new route, select Create A New Route from the Route Management commands
Available menu.
Select the desired area from the Area List menu and click the OK button to advance to the
next menu.
Route Definition

Route Definition Tab
Route Description: - The Route Description field is used to identify the route and may
contain up to 14 alphanumeric characters.
Route Creator: - Enter the initials (up to four alphanumeric characters) of the person cre-
ating the route.
Construct Route by: - A new route may be created using one of the three following
methods:
Selecting one piece of equipment at a time This option provides a menu where
equipment (along with their measurement points) is individually selected to be
assigned to the route.
Copy an existing route This option provides a list of existing routes, one of which
may be selected to be copied, in its entirety, to the new route.
Using the entire area This option places all of the equipment in the selected area
into the new route.
Route Purpose - Type in text that describes the purpose or other relevant information
about this route to distinguish it from other routes. Examples include:
Text to distinguish a temporary route, such as Bearings in alert status in the North
Wing from the normal route.
Text to identify the person responsible for collecting data on the route, such as Bill
Smiths monthly fan route.
Text to identify routes with implementations of special technologies such as Motor
shaft current/voltage route.
Creating A New Route 7-5

Collection Options Tab
ROUTE Collection Options
Survey Collection Schedule - Represents how often data on the route should be col-
lected (in days).
Set Next Spectra as Reference select from the following:
If Point is Armed the reference spectra should be spectra taken when the equip-
ment is in good condition. Normally, the next spectra are only set as the reference
spectra if the points are armed (points can be armed in Stored Data management
program, DATMGR).
If Point has no Reference Select this option to set the next spectra as a reference
(if a point has no reference). Choosing this option effectively eliminates the need to
arm these points in the Stored Data Management program (DATMGR).
Caution!
The If Point has no Reference option must be used with care to avoid estab-
lishing bad reference data which mask unreliable equipment conditions.
Regardless of Point Condition Select this option to use the next spectra as refer-
ence regardless of the point condition. Choosing this option effectively eliminates
the need to arm these points in the Stored Data Management program (DATMGR).

Caution!
The Regardless of Point Condition option must be used with care to avoid
establishing bad reference data which mask unreliable equipment condi-
tions. For example, if a piece of equipment has been repaired and returned
to service, it is essential to verify that the equipment is functioning properly
before a new reference spectrum is acquired with this option.
Default Data Storage Parameters: - instructs the analyzer to store spectral and wave-
form data in one of three ways:
No Data Stored The analyzer will not automatically store spectral and/or wave-
form data.
Note
Even when the No Data Stored option is selected, you can still acquire spec-
tral and waveform data for a point by using the Analyzers Analyze/Store
Data function immediately after acquiring data for the point.
Store Data on High Status The analyzer will automatically store spectral and/or
waveform data for each measurement point only when a Hi alarm status is indi-
cated.Hi Status is defined in CSICOM, under Route Load Setup. Here the user
specifies which alarm level (defined in Database Setup Management - DBASE)
causes the analyzer to display the Hi-Alarm 1 status (see the VibView Technical Ref-
erence, Chapter 1 Analyzer Communications - CSICOM for more information).
Store All Data The analyzer will automatically store spectral and/or waveform
data for each measurement point.

Technology Flags Tab
This page of the setup windows allows you to specify which technologies are to be
included in the new route. Check the associated box to include points from other technolo-
gies.
Note
Oil, Online, and thermographic points are not downloaded to the machinery
analyzer. Oil, Online, and thermographic routes are used primarily for
reporting and diagnostics. For more information on oil route and thermo-
graphic route data, see the OilView and Infranalysis on-line help and doc-
umentation.

Selecting Equipment
After setting up the Create Route Number menu, click the OK button to advance to the
Select Equipment to Add to the Route menu.
A piece of equipment is selected by highlighting the equipment description with the up/
down arrow keys and then clicking the OK button. The equipment description will be
removed from the list, indicating that it has been selected. A running total at the top of the
window keeps track of the number of pieces of equipment and measurement points that
will be added to the route.
Update Route, Ignore Change - After all of the desired equipment is selected, click the
Update Route command to write the route into the database. Click the Ignore Change com-
mand to ignore the changes made to this menu.
Pick-points -If you construct a route by selecting one piece of equipment at a time, the
Pick-points command allows for only certain measurement points to be added to the route.
Check the associated box to add the measurement point (or points) to the route.
After selecting the equipment to go into the new route, the new route will be created. You
will then be taken back to the Route Management Functions menu.

Auto-Build
This option (available on the Main Options menu) automatically builds a route for every
area in your database. These routes will contain all of the points on all of the equipment
defined in each area.
Auto Route Setup Menu

When the Auto-Build process is complete, a listing of the routes will be displayed.

Rename Old Routes
This option may be used to change the name of an existing route or routes. After selecting
Rename Old Routes, a window will list all of the available routes within the currently
selected area. Modifications may be made to the route names on this list as desired.
After making the desired modifications, click the OK button to store the new names, or
click the Cancel command to disregard all changes and return to the Route Management
Functions menu.

Editing and Deleting Routes
Edit An Existing Route

This command is used to modify an existing route. After selecting Edit An Existing Route,
all of the routes under the currently selected area will be displayed in the tree window.
Route Info - Click this button on the function bar to see a summary listing of parameters
for the selected route.
Editing and Deleting Routes 7-13

Select the route to be modified on the tree and then click the OK button to advance to the
Route Edit Functions Available menu.
This menu contains five sub-functions that can be used to modify the selected route.
Note
Accessing and changing these options will not affect data that has previously
been stored on the measurement points in the AMS Machinery Manager
database.
Selecting any of the first four items displays an equipment list for the selected route. As
equipment is added or deleted from a route, running totals are displayed at the top of the list
to track the number of pieces of equipment and measurement points assigned to the route.
Note
For sub-functions that require equipment selection, highlight the desired
equipment description using the up/down arrow keys and then click the OK
button.

The last item, Edit Route Parameters, displays menu options to globally change Route Def-
inition parameters and scheduling parameters for an entire route. This option also allows
you to change Data Storage Options and Reference Spectra options for equipment added
to the route.
Add New Equipment To Route Equipment may be selected from the displayed list
and added to the route. This list contains equipment that are defined for the current area but
not presently assigned to the route being modified.
The program will not allow a piece of equipment to be added that is already in the route,
nor will it let a piece of equipment be added that has no measurement points defined. The
new equipment and points are added to the end of the route list.
Use the Update Route function to permanently save these changes.
Delete Equipment From Route To delete equipment from a Route, select this item on
the menu to display the tree. From the right pane of the tree, select the piece of equipment
you want to delete from the route and click OK. Now select Update Route to complete
the operation and return to the Route Edit Functions Available menu.
Note
Deleting a piece of equipment from a route will not cause data for that equip-
ment and its associated measurement points to be lost or deleted from the
AMS Machinery Manager database.
Insert Equipment Into Route Equipment may be selected from the displayed list of
equipment that are not presently assigned to the route and then placed into the route at any
desired location.
An existing piece of equipment is first selected from the route in order to specify the desired
location. The new equipment is then automatically inserted into the route ahead of the
existing equipment.
Use the Update Route function to permanently save these changes.
Modify Order Of Measurement Points This option is used to change the order of a
piece of equipments measurement points as they appear in the route. After selecting the
desired equipment, the points may then be renumbered in the preferred sequence by
entering the new order number after the three-character measurement point ID. A zero (0)
may be entered to remove an individual point from the route. (A point removed from the
route will still remain in the database.) Click the Update Route button to update the route.

Note
This option is an effective method of updating a route that contains specific
equipment on which measurement points have been added or deleted
because it allows you to see all defined points, and whether or not they are
enabled.
Edit Route Parameters This option enables you to edit the route parameters.
Route Definition tab - Allows you to globally change the Route Creator and the Route Pur-
pose for an entire route.
Route Parameters tab - Allows you to globally change the Survey Collection Schedule and
Skipped Grace Period for the entire route.
Data Storage tab - Allows you to change the default data storage option for the route. This
will be applied only to pieces of equipment that are added to the route.
Update Route, Ignore Change - Click the Update Route command to write the edited
route into the database. Click the Ignore Change command to ignore the changes made to
this menu.

Delete An Old Route
This command is used to delete unwanted routes from the database. Selecting Delete An
Old Route will provide a list of routes that are available under the currently selected area.
Highlight the route to be deleted with the up/down arrow keys and click the OK button. The
computer will then list the route to be deleted and ask Are you Absolutely Sure? Answer
Yes to delete the route. A No answer will abort the deletion process.
Note
Deleting routes will not affect database structure or stored data.
Route Info - Click this button on the function bar to see a summary listing of parameters
for the selected route.

Modify Route Storage
The Modify Route Storage option provides seven sub-functions that modify the way spec-
tral and waveform data are to be stored by the machinery analyzer. By stepping through
each of three menus, you can modify data storage options for the entire route, for an indi-
vidual piece of equipment, and for an individual point. The storage method for each mea-
surement point may be reviewed by using Print Route Summary.
Note
When initial measurements are made, it is desirable to store all data on all
equipment. However, as a good history on a piece of equipment is devel-
oped, it may be more efficient to store spectral and time waveform data only
when alarm levels are exceeded.
Select a route from the list of routes and click the OK button. You will then advance to the
Route Storage commands Available menu.
10
Modify Route Storage for an Entire Route

The first six sub-functions of the Modify Route Storage option modify the data storage pro-
cedure for all of the equipment in the route:

Save Spectra On All Measurement Points The analyzer will automatically store
spectral data for each measurement point in the route. This is the most common option for
normal data collection.
Save Spectra On Alarm Status Only The analyzer will automatically store spectral
data for each measurement point in the route only when an Alarm condition is present.
Alarm is defined in CSICOM, under Route Load Setup. Here the user specifies which
alarm level (defined in DBASE) causes the analyzer to display the Hi-Alarm or VIB alarm
status (see VibView Technical Reference, Chapter 1 Analyzer Communications - CSICOM
for more information). Spectra will now be stored only if an alarm is displayed in the ana-
lyzer.
Caution!
You should feel confident in the alarm levels defined in DBASE before using
this option. Important data could possibly be ignored if alarm levels are
improperly set.
Eliminate Storage Of All Spectra The analyzer will not automatically store spectral
data. No spectral data will be collected when this option is selected.
Save Waveforms On All Measurement Points The analyzer will automatically store
waveform data for each measurement point in the route.
Save Waveforms On Alarm Status Only The analyzer will automatically store
waveform data for each measurement point in the route only when an Alarm condition is
present. Alarm is defined in CSICOM, under Route Load Setup. Here the user specifies
which alarm level (defined in DBASE) causes the analyzer to display the Hi-Alarm or VIB
alarm status (see VibView Technical Reference, Chapter 1 Analyzer Communications -
CSICOM for more information). Spectra will now be stored only if an alarm is displayed
in the analyzer.
Caution!
You should feel confident in the alarm levels defined in DBASE before using
this option. Important data could possibly be ignored if alarm levels are
improperly set.
Modify Route Storage 7-19

Eliminate Storage Of All Waveforms The analyzer will not automatically store
waveform data. No waveform data will be collected when this option is selected. This
option is sometimes chosen after baseline waveforms are established. Although no wave-
form data will be stored, computer memory will be conserved.
The remaining menu option, Specify Storage on Each Equipment, allows you to modify
the data storage procedure for an individual piece of equipment as described below:
Modify Route Storage for an Individual Equipment

Specify Storage on Each Equipment This menu option allows you to modify the data
storage procedure for an individual piece of equipment. After selecting a piece of equip-
ment that is assigned to the current route, the previous six sub-functions (see Modify
Route Storage for an Entire Route on page 7-18) are again available though they only
affect the selected equipment. These sub-functions can then be used to modify the data
storage procedure for all of the equipments measurement points.
11
The last option, Specify Storage On Individual Measurement Points which allows
you to modify the storage options for an individual point, is described as fol-
lows:

Modify Route Storage for an Individual Point
Specify Storage On Individual Measurement Points - This option allows the user to
modify the data storage for an individual measurement point. Select this option and click
the OK button to display the following menu:
12
The spectra/waveform field, following the three-character measurement point ID, indi-
cates the desired storage method via the following letter codes:
St Store all data.

Hi Store data on Hi alarm status only.
No Store no data.
Note
One instance where this feature might be used is when only waveform data
was desired on the first point of each inboard/outboard bearing. This would
give the user vital waveform data while conserving disk space.
Modify Route Storage 7-21

Update Route, Ignore Change - Click the Update Route command to write the edited
route into the database. Click the Ignore Change command to ignore the changes made to
this menu.
Point Desc - Clicking this button on the function bar displays a listing of all points defined
for the selected equipment.

Print A Route Summary
The Print A Route Summary command provides a listing of all of the equipment and mea-
surement points on a selected route. This feature may be used to examine the structure of
the entire route after creation or modification. The equipment and their measurement points
are listed in the same order as they will appear on the machinery analyzer.
13
The spectral/waveform data storage method for each measurement point is indicated after
its ID using the following letter codes:
St Store all data.

Hi Store data on Hi alarm status only.
No Store no data.
Print A Route Summary 7-23

Reorder Route List
This option enables you to change the sequential order of routes as they are currently stored
in the selected area.
14
After selecting a route for the new order listing, the following commands will be available.
Display - After reordering the list of routes, this command displays the new order for
routes.
Undo - Using the Undo command ignores all changes and returns the route order to the
original list.

Define Multiple Route Load (MRL)
This option allows you to group a number of routes together, which in turn allows you to
load multiple routes into the data collector in a single step. These routes may come from
separate stations and even separate databases. This requires specifying a file name for the
MRL and the routes to be grouped.
1 . . .Double-click on DEFINE Multiple Route Load in the Route Management
Functions dialog box. A message box appears.
Route Management Functions dialog box
Message box
2 . . .Highlight Create new MRL File and click on the OK button to begin creating a new
Multiple Route File. A window appears asking for you to type in a name for the new
Multiple Route Load.
Define Multiple Route Load (MRL) 7-25

Enter a name for the MRL file in the text box.
Once you have typed in a name, click the OK button. A dialog box appears asking you to
select a database from which you will begin selecting your routes. Select a database and
click on the OK button. A window appears showing a tree of the database you have
selected.
Database tree window
3. . . Click on an area in the left side of the window. In the right side, the routes set up
under those areas appear. Double-click on the route or routes from that area you
want. Select other areas and repeat the process until done.
4. . . When finished, click on the Finished button. A message box appears asking if you
want to select route(s) from another database. Select Yes, and repeat steps 1 - 4 or
select No to complete the process of creating the .mrl file.

Note
You can also select Edit Existing MRL File to edit a Multiple Route File
already created, Delete Existing MRL File to delete a Multiple Route File
already created, or Print Existing MRL File to print a Multiple Route File.
(These files have a .mrl tag on the end of the file name.)
After you select routes and the MRL file has been stored, you can use CSICOM to load the
entire group of routes into the data collector by selecting the MRL filename.
The preparations necessary for using the Multiple Route Load (MRL) feature are broken
down into three requirements: CSICOM program, a Model 1010 or Model 21xx analyzer
(see note), and a special *.MRL file format. Once these requirements are met, much of
MRL is automated and should operate successfully.
Using Data Transfer

The CSICOM program includes an option for you to determine how informational,
warning or error messages are to be displayed with the Error MSG Logging option. This
option should be set to Messages W/O Wait when using the MRL option. Timing is critical
to the MRL option since the entire procedure is automated. A delay while waiting for you
to push a key at a message may cause the communications to be interrupted. See the
CSICOM chapter for more information.
You should also increase the number of retires for transmit and timeout to allow for the
extra time required to access the MRL file. These values may be accessed from the Com-
munication Setup option in CSICOM. This increase will expand the range during which
successful communication can occur, especially if you are using a networked system. See
the Data Transfer chapter for more information.
Define Multiple Route Load (MRL) 7-27

Using MRL with the Machinery Analyzer
When CSICOM determines the presence of MRL files (*.MRL) with the correct format,
the MRL option becomes available in the machinery analyzer. After you ask for a route
load, the window that normally enables you to pick a database will now include the Mul-
tiple Route Load option (you must have Database Name Support set to Yes).
If this option is selected, a list of MRL files will be shown on the machinery analyzer. If
there is only one MRL defined, it is automatically chosen by the machinery analyzer. When
you pick a MRL, all routes associated with that MRL file will be downloaded to the
machinery analyzer. These routes may be on any station in any database.

Chapter 8
Previewer
Previewer is a text editor that displays information created by other AMS Machinery Man-
ager programs. You can use Previewer to edit, save, and print information. Most AMS
Machinery Manager programs can be set to automatically send output information to Pre-
viewer.
For example, you can set PLOTDATA or Analysis to automatically send plots to a new
Previewer document.
Access it on the Tools tab, in the Document/Reporting sidebar item.
8-1
Working with Documents
Creating a New Document
1. . . On the File menu, click New.
2. . . Select the file type you want to create:
Word 6 - select this option to create a Word for Windows version 6 document.
Rich Text Document - select this option to create a Rich Text Format (RTF) docu-
ment. Documents in RTF format can be opened with a variety of word processing
applications while retaining their original formatting information.
Text Document - select this option to create a document with text only. This option
supports only limited document formatting capabilities.
Saving Changes to a Document

Use one of the following methods:
On the File menu, click Save. Use this option to save a file with its existing name
and location. The first time you save a file, you must specify a file name and loca-
tion.
On the File menu, click Save As. Use this option to save an existing document with
a new name. You can also specify a new file location.
Opening a Document
1. . . On the File menu, click Open.
2. . . In the Look In box, click the drive that contains the document you want to open.
3. . . Below the Look In box, click the folder that contains the document you want to
open.
4. . . Click the documents name or type it in the File Name box. If you dont see the
document in the box, click All Files in the Files of Type list.
Note
To open a document you opened recently, click its name at the bottom of the
File menu.
8-2 Previewer
Setting Up the Previewer Window
Setting Display Options
1 . . .On the View Menu, click Options.
2 . . .To set word wrap, or to set the display of the Toolbar, Format bar, Ruler, or Status
Bar, click a tab to choose a file type.
To choose which measurement units are displayed, click the Options tab.
3 . . .Change the options as appropriate.
4 . . .When you are finished, click OK.
Displaying the Toolbar

On the View menu, click Toolbar. When the command has a check mark next to it, the
toolbar is visible.
Displaying the Format Bar

On the View menu, click Format Bar. When the command has a check mark next to it, the
format bar is visible.
Displaying the Ruler

On the View menu, click Ruler. When the command has a check mark next to it, the ruler
is visible.
Displaying the Status Bar

On the View menu, click Status Bar. When the command has a check mark next to it, the
status bar is visible.
Setting Up the Previewer Window 8-3

Working with Text
Selecting all the Text in a Document
On the Edit menu, click Select All.
Copying Information
1. . . Select the information you want to copy by highlighting it.
2. . . On the Edit menu, click Copy.
3. . . Click the place where you want to put the information.
4. . . On the Edit menu, click Paste. The information appears in its new location.
Moving Information
1. . . Select the information you want to move by highlighting it.
2. . . On the Edit menu, click Cut.
3. . . Click the place where you want to put the information.
4. . . On the Edit menu, click Paste. The Information is removed from its original location
and appears in its new location.
Undoing Your Last Action

On the Edit menu, click Undo.
Deleting Text
1. . . Select the text you want to delete.
2. . . To remove the text so that you can place it in another part of the document, click
Edit, and then click Cut.
To remove text entirely from the document, press the Del (Delete) key.
Note
To cancel a selection, click anywhere in the document. To undo a deletion,
click Edit, and then click Undo.
8-4 Previewer
Searching for Text
1 . . .In the document, click where you want to start searching.
2 . . .On the Edit menu, click Find, and then enter the search text in the Find What box.
3 . . .To find additional instances of the same text, continue to click Find Next.
Searching for and Replacing Text

1 . . .In the document, click where you want to start replacing text.
2 . . .On the Edit menu, click Replace, and then enter the text you want to find and the text
you want to replace it with.
3 . . .To replace all instances of the text, click Replace All.
To replace each instance of the text individually, click Find Next, and then
click Replace.
Inserting the Current Date and Time

1 . . .Click where you want the date and time to appear.
2 . . .On the Insert menu, click Date and Time.
3 . . .Click the format you want for the date or the time.
Working with Text 8-5

Formatting Text
Changing How Text Wraps on Your Screen
1. . . On the View menu, click Options.
2. . . Click the tab for the file type you are working with.
3. . . In the Word Wrap area, click the wrapping option you want.
Note
The wrapping options only affect how text appears on your screen. When
printed, the document uses the margin settings specified in Page Setup.
Creating a Bullet List

1. . . Click where you want the bullet list to start.
2. . . On the Format menu, click Bullet Style, and then enter text.
When you press enter, another bullet is displayed on the next line.
3. . . To end the bullet list, click Bullet Style again.
Changing a Font Type, Style, or Size

1. . . Select the text you want to format.
2. . . On the Format menu, click Font.
3. . . Click the options you want.
Note
You can specify the font for new text by changing the font settings before
you begin to type. To change the font for an entire document, click the Edit
menu, and then click Select All before clicking the Format menu.
Formatting a Paragraph
1. . . Click within the paragraph you want to format.
2. . . On the Format menu, click Paragraph, and then choose the alignment and indents
you want.
8-6 Previewer
Note
To define paragraph formatting for a new document, change the format set-
ting before you begin to type.
Setting Tab Stops

1 . . .Click within the paragraph you want to format.
2 . . .On the Format menu, click Tabs.
3 . . .To set a tab stop, enter the position in the Tab Stop Position box, and then click Set.
To delete a tab stop, click it in the tab-stop list, and then click Clear.
To delete all tab stops in the selected paragraph, click Clear All.
Formatting Text 8-7

Printing
Printing a Document
If the document is open, click the File menu, and then click Print.
If the document is not open, drag the document from My Computer or Windows Explorer
to your printer in the Printers folder.
Note
While a document is printing, a printer icon appears next to the clock on the
taskbar. When this icon disappears, your document has finished printing.
For easy access to your printer, you can create a shortcut to it on your
desktop.
Seeing a Page Before You Print It

On the File menu, click Print Preview.
Note
To return to the previous view from Print Preview, click the Close Button.
Setting Page Margins

On the File menu, click Page Setup, and then enter new values in the Margins area.
Changing Printers and Printing Options

1. . . On the File menu, click Page Setup.
2. . . To change paper size, page orientation, or margins, change settings here.
To change printers, click Printer, and then click a printer from the Name
list.
8-8 Previewer
Creating Connections with Other Documents
Embedding or Linking an Object into Previewer
An object is text, graphics, or other information created and edited in a program other than
Previewer. You can insert and store objects in a Previewer document.
When information is linked, the new document is updated automatically if the information
in the original document changes.
When information is embedded, the new document is not linked to the original. If you
change information in the original document, it is not updated in the new document.
1 . . .On the Insert menu, click Object.
2 . . .To create a new object, click Create New, and then click an object type. When you
finish creating an object, click outside the object to return to Previewer.
To insert an existing object, click Create From File, and then type the path
and filename, or click Browse to find the file. Click Link to create a Link.
To embed the object, leave the Link box unchecked.
Editing Embedded or Linked Objects

1 . . .Double-click the embedded or linked information. The toolbars and menus from the
program used to create the information appear.
2 . . .Edit the object.
Copying Information Between Documents

1 . . .In the document that contains the information you want to copy, select the
information by highlighting it.
2 . . .On the Edit menu, click Copy.
3 . . .In the document where you want the information to appear, click the place where
you want to put the information.
4 . . .On the Edit menu, click Paste. The information appears in its new location.
Creating Connections with Other Documents 8-9

Moving Information Between Documents
1. . . In the document that contains the information you want to move, select the
information by highlighting it.
2. . . On the Edit menu, click Cut.
3. . . In the document where you want the information to appear, click the place where
you want to put the information.
4. . . On the Edit menu, click Paste. The Information is removed from the original
document and appears in its new location.
8-10 Previewer
Appendix A
DBZIP / AUTOZIP
1
DBZIP is a utility designed to allow convenient archiving and restoring of RBM databases
along with all of their supporting files. An AMS Machinery Manager database file
(Dbname.RBM) requires a number of global support files. Depending on which mode you
are operating in, these support files may or may not be shared by other databases on your
system. DBZIP allows users to make backups of their databases (including all support files)
in case of a catastrophic system failure.
DBZIP is especially useful for AMS Machinery Manager users who function as consul-
tants, maintaining multiple databases for multiple customers on a single system. DBZIP
provides these users with an easy way to take an individual Machinery Health database file
and archive it along with all of its various supporting files into a single, compact ZIP file.
This file can be transferred to other AMS Machinery Manager systems where the DBZIP
utility can be used to restore it. After restoration, the database will function as it did on the
original system.
AUTOZIP is a utility that permits users to archive Machinery Health databases through a
command line interface. AUTOZIP permits experienced users to set up automatic database
archival scripts using standard Windows techniques.
AUTOZIP and DBzip do not support compression (zipping) of transient archive files.
A-1
Using DBZIP
DBZIP operates slightly differently depending on which mode you are operating in. For the
typical user who uses AMS Machinery Manager in a single plant environment, DBZIP is
designed simply to make an archived backup file of a database with its supporting global
files. In the regular user mode, you would only need to restore this database in the event of
severe damage to your system.
For the more advanced user who is operating in Power User Mode, DBZIP operates
slightly differently. In Power User Mode, more options become available to provide com-
plete control of the archival process. For more information on Power User, see Chapter 3
of the AMS Machinery Manager Installation manual.
Warning!
Before using DBZIP, make sure you are completely familiar with how it
manipulates the various files associated with your database. Improper use of
DBZIP could result in permanent damage to or loss of your data.
A-2 -
Regular User
Archiving a Database
1.Open the DBZIP utility by double clicking on its icon in the AMS Machinery Manager
main menu.
2. On the DBZIP main window, click on the Create Archive button on the toolbar, or
choose Create Archive from the File menu.
3
s 4
3.On the Database Selection screen, choose the database from the list that you want to
archive. If the desired database is not on the list, you can add it by clicking on the
Add Database button.
Using DBZIP A-3

5
4.The next screen prompts you for the name of the archived database and the location in
which you want it to be stored. Click on the Save button to begin archiving your
database.
A-4 -
Note
Although the default storage location is the user directory located under the
Users folder in the RBMsuite directory, Emerson strongly recommends that
you move the file to an external drive or other backup device for long-term
storage.
5.DBZIP will begin searching for all files associated with the database. A progress bar
will appear to show you what files are being compressed and the percentage of the
archival that has been completed.
6.When the process is complete, the screen will show the end of list of archived files along
with a message indicating that the archive was successfully completed.
Using DBZIP A-5

DBZIP will create two files and place them in the location you specified in step 4. The .ZIP
file contains the database archived with all its supporting global files. The .LOG file is a text
file that contains a list of all the file names along with their paths that DBZIP archived into
the .ZIP file. The .LOG file is for your reference should you need more specific information
about the files compressed in the archive.
A-6 -
Restoring an Archived Database
1.On the DBZIP main window, click on the Restore Archive button on the toolbar, or
select Restore Archive from the File menu.
10
2.The Select Database To Restore screen will appear, allowing you to select the database
(Dbname.ZIP) file that you want to restore. Highlight the database you want to
restore and click on the Open button.
11
3.The next screen allows you to select the location where you want to restore the archived
database. The default location will be c:\RBMsuite\custdata\.
12
4.DBZIP will restore your database along with all its support files in their appropriate
Using DBZIP A-7

locations.
Note
If any of the files in the archived database already exist in the target location,
DBZIP will not attempt to complete the restoration.
Note
Emerson strongly recommends that you run the DBFIX utility on all
restored database archives.
A-8 -
Power User
Note
To learn how to activate Power User, refer to Chapter 3 in the AMS
Machinery Manager Installation manual.
Using DBZIP A-9

Archiving a Database
1.Open the DBZIP utility by double clicking on its icon in the AMS Machinery Manager
main menu.
13
2.On the DBZIP main window, click on the Create Archive button on the toolbar, or
select Create Archive from the File menu.
14
3.On the Database Selection screen, choose the database from the list that you want to
archive. If the desired database is not on the list, you can add it by clicking on the
Add Database button.
15
A-10 -
4.The next screen allows you to set options for archive creation.
16
Validate AMS Machinery Manager databases prior to archive creation

Check this box to have DBZip make sure that your RBM database has no serious errors
before archiving it. Emerson strongly recommends that you leave this box checked for all
normal archive operations.
Duplicate AMS Machinery Manager databases prior to achieve creation

Check this box to have DBZip make a working copy of your RBM database to archive.
This option is necessary to allow you to archive active online databases.
Remaining Options
The remaining options allow you to choose which files you wish to include in the archive.
click in the check box next to each file you wish to include. Once your selections are made,
click the OK button.
Using DBZIP A-11

5.The next screen prompts you for the name of the archived database and the location in
which you want it to be stored. Click on the Save button to begin archiving your
database.
\ 17
6.The program will scan for all the files associates with the database. The next screen
informs you that the scan is complete. Click on the Yes button to continue.
18
7.DBZIP will now compress the database file with all its support files into a single ZIP
file. A progress bar will appear to indicate the progress of the archival.
19
A-12 -
When the process is complete, the following screen will be displayed.
20
DBZIP will create two files and place them in the location you specified in step 4. The .ZIP
file contains the database archived with all its supporting global files. The .LOG file is a text
file that contains a list of all the file names along with their paths that DBZIP archived into
the .ZIP file. The .LOG file is simply for your reference should you need more specific
information about the files compressed in the archive.
21
Using DBZIP A-13

Restoring an Archive
1.On the DBZIP main window, click on the Restore Archive button on the toolbar, or
select Restore Archive from the File menu.
22
2.The next screen will ask you which archived database file (Dbname.ZIP) you want to
resore. Highlight the file and click on Open.
23
3.Now select the location where you want the restored database file to reside and click on
the OK button.
A-14 -
24
DBZIP will now begin restoring your database.

4.If DBZIP finds existing files with the same name in the restore location, the following
screen will appear. This screen gives you the option to overwrite the existing files.
25
Using DBZIP A-15

Note
If you are not absolutely certain that you wish to overwrite pre-existing files
in the target location, the Back up overwritten files option allows you to
preserve the original files. You can then recover these files manually if nec-
essary.
5. If you selected Back up overwritten files, DBZIP will first backup the files that are
being overwritten, then the archived database will be restored in the location you
specified in step 3 and the following screen will be displayed.
26
Note
Emerson strongly recommends that you run the DBFIX utility on all
restored database archives.
A-16 -
Using AutoZip
AutoZip is a command line-based utility that provides access to most of the features of
DBZip. AutoZip was developed specifically to permit experienced Windows system
administrators to develop scripts that perform automatic archival of RBM databases and all
their associated files.
Creating Archives from the command line using AutoZip

AutoZip is executed from a Windows command prompt or by a script or batch file. As with
other command line utilities, AutoZip will describe its command syntax when you enter the
command:
autozip /?
Then press the Return (Enter) button.
The supported syntax is described below.
AutoZip archives RBM databases and all of their associated files. Its commands take three
forms:
Using AutoZip A-17

AUTOZIP source [archive [log]] [/D] [/-D] [/O] [/-O] [/S] [/-S] [/V] [/-V]
source database to archive. (A .RBM extension is added if no extension is

specified.)
archive Name (or full path) for archive. (A .ZIP extension is added if not specified.)
If no archive name is specified, the database name is used.
log Name (or full path) for log file. (A .LOG extension is added if no extension
is specified.) If no log file is name specified, the database name is used.
/D Duplicate database prior to archive creation. (Required for active online
databases.)
/-D Do not duplicate database prior to archive creation.
/O Overwrite any pre-existing archivefile with the current archive. (Not
recommended with the /-V switch unless the /S switch is also set.)
/-O Do not overwrite a pre-existing archive with the current archive.
/S Append a date/time stamp to archive and log file names.
/-S Do not append a date/time stamp to archive and log file names.
/V Validate the source database before producing archive.
/-V Do not validate the source database before archival. (Not recommended
with the /O switch unless the /S switch is also set.)
A-18 -
AUTOZIP [@file] [/A=a_path] [/L=l_path] [/I=i_path] [/D] [/-D] [/O] [/-O] [/S] [/-S] [/V]
[/-V]
file Name (or full path) of a file containing AutoZip commands of the form
above. (Each command must be on a separate line, followed by a carriage
return.)
/A=a_path Sets the default path for all archive files. a_path must specify a complete
path of an existing directory.
/L=l_path Sets the default path for all log files. l_path must specify a complete path
of an existing directory.
/I=i_path Sets the default path for all command input files. i_path must specify a
complete path of an existing directory.
/P Display an informational popup window during archive creation.
/-P Do not display the popup window during archive creation.
The remaining switches have the same meaning as they did above. However, when used
with this command form, they specify the default settings to be used for all subsequent
archives.
When installed, the default AutoZip settings are /D /O /-S /V. No default paths are initially
defined.
If zipping from a data locker the command MUST have the form:
AUTOZIP server;data locker;database [switches]
If the command does not have this form it will fail.
If you are zipping from multiple database servers but do NOT have multiple data lockers,
data locker may be omitted. The default will be to zip from the public data locker of the
specified server.
While the command syntax for AutoZip looks complicated, its use is actually quite straight-
forward. Some examples should help.
The second form of the AutoZip command allows you to set up the program so you dont have to enter complete
paths for the file specifications needed to perform a backup. Thus, if you always want to save your archives on the
zips share of a computer named Backup, you simply issue the command:
Using AutoZip A-19

autozip/a=\\Backup\zips
Similarly if you want the log file for each archive to be stored in the logs folder of your
local D disk drive. use the command:
autozip/l=D:\logs
Once these commands have been issued, AutoZip remembers your settings for all subse-
quent operations.
Then, to archive the AMS Machinery Manager database named example.RBM, use the
fist form of AutoZips commands:
autozip example
Assuming you had entered the previous setup steps (and only those) this command will
produce an archive named
\\Backup\zips\example.zip
and a log file named
D:\logs\examplezip.log
The @ form allows you to enter a file containing many first form AutoZip commands
to be executed in order. (The /i= switch of the second form command tells AutoZip
where to look for these command files.)
Using this method a command file containing:
example
online /D
static
would produce archives of three AMS Machinery Manager databases: example.RBM,
online.RBM, and static.RBM.
Note
For this example, online.RBM is assumed to be an online database that is
actively collecting data. The /D switch causes it to be duplicated so that an
archive can be created.
The remaining AutoZip switches offer options to tailor your archival operations to best suit
the needs of your installation.
A-20 -
Glossary
Acceleration
A measure of the rate of change of velocity of an object, usually measured in gs (1 g rep-
resents the acceleration due to gravity). The sensor used to measure acceleration is the
accelerometer.
Acoustics
The study of the characteristics of sound.
Alarm
An indication that the vibration or other parameters of a machine have changed in a signif-
icant manner.
Alarm Limits
Amplitude levels which define an alarm condition on the machine being monitored.
Alert
An alarm limit calculated by the software which indicates that amachine is approaching
failure. Designated as a C alarm in reports.
Aliasing
An effect that results in erroneous frequency spectra when the frequency of the signal being
sampled is more than 0.5 times the sampling rate. CSI analyzers include anti-aliasing filters
that eliminate these errors.
Amplification
Increasing signal amplitude by a desired amount in order to facilitate further processing of
the signal.
Amplitude
Indicates the strength (magnitude in RMS, peak, peak-to-peak, average, or D.C.) of a mea-
sured signal.
G-1
Analog Integration
A method for converting a signal proportional to acceleration to the equivalent velocity
signal, or converting a signal proportional to velocity to the equivalent displacement signal.
Analog integration is superior to the equivalent digital method because it produces a better
estimate of low-frequency components in the vibration spectrum, and improves dynamic
range.
Analysis Parameters
Divides the frequency spectrum into bands that are individually measured and analyzed.

Includes individual analysis parameters, and also contains instructions that tell the
machinery analyzer how to acquire data.
Area
A grouping of Equipment within a company or plant for the purpose of predictive mainte-
nance; may include the entire facility or a logical division thereof; can then be subdivided
into routes of machines for data collection.
Autorange
The process of automatically adjusting the input instrumentation amplifier of the analyzer
to match the amplitude of the vibration signal. This process results in increased dynamic
range.
Averaging
A method of collecting data in which the mean levels over a number of spectral measure-
ments minimize the influence of random noise fluctuations.
A-Weighting
A frequency shaping method that can be applied to a spectrum based upon the frequency
response of the human ear. The resulting spectrum represents the loudness of the various
levels as they would appear to the human ear.
Bandwidth
The analysis frequency range, from lowest to highest, over which data will be collected.
Bandwidth is specified with a minimum and maximum frequency.
Baseline
A reference spectrum, usually the first spectrum collected on a measurement point.
G-2
Baud Rate
Unit of speed for data transmission over a serial communications link.
Block
Database size is specified in blocks. One block = 0.5 Kilobytes.
BPFI
For rolling element bearings, the ball pass frequency (inner), a defect in the inner race of a
bearing.
BPFO
For rolling element bearings, the ball pass frequency (outer), a defect in the outer race of a
bearing.
BSF
Bearing spin frequency for rolling element bearings.
Calibration
The procedure by which instruments and transducers are checked and adjusted in order to
obtain accurate readings.
CPM
The unit of frequency in cycles per minute. Equal to Hz x 60.
Crest Factor
The ratio of peak to RMS levels of a signal. A single-frequency signal has a crest factor of
1.414; random noise has a crest factor of approximately 3; signals with impulsive content
have higher crest factor values. The crest factor can be used to check for impacting, such as
caused by rolling bearing defects.
Cursor
A manually controlled marker that can be moved across a spectrum or waveform plot dis-
play indicating time or frequency and amplitude at the cursor location.
Data Units
The units that are used to display the measured data. The analyzer can display data in the
sensors units (no conversion), or vibration sensor units can be converted to acceleration,
velocity, or displacement.
G-3
dB
(decibels) a relative, logarithmic unit which can be used when measuring signal amplitude,
defined as follows:
27
Where X is the quantity being measured, andXref is a standard reference value of that quan-
tity
Diagnostics
The techniques by which machine problems are identified and analyzed.
Digital Integration
A method of converting acceleration to velocity or velocity to displacement by first col-
lecting the spectral data and then digitally converting the spectra at each frequency.
Displacement
Refers to the distance that an object moves, usually considered to be the overall range of
movement; measured in mils or microns. Displacement is often measured from eddy cur-
rent probes and represents the physical movement of a rotating shaft relative to its sup-
porting bearing.
Sometimes accelerometers or velocity probes are used, and the data is integrated into dis-
placement. In this case, movement represents the displacement of the machine casing
where the probe is mounted.
Drivers
System software that enables the operation of the AMS Machinery Manager program
modules. A diskette containing the drivers is provided with all CSI software.
Envelope Windows
Used in envelope detection to divide a spectrum into multiple bands to establish alarm
levels.
FFT
Fast Fourier Transform; an efficient computational process which allows the conversion of
a signals time waveform into a frequency spectrum.
G-4
Fault
An alarm level which indicates that a machine or component has failed. Designated as a
D alarm in reports.
Fault Frequency Set

A set of pre-defined frequencies where mechanical faults are expected to occur.
Filter
A device which removes certain frequencies from a signal while preserving the rest of the
signal.
Firmware
A term referring to the internal software that controls or instructs the functions of the ana-
lyzer.
Flux Coil
The CSI Flux Coil is a device which attaches to electric motors to capture flux signals. This
provides an electrical quality signature which is sensitive to conditions that alter the elec-
trical characteristics of the motor (broken rotor bars, eccentricity, imbalance between
phases, and stator faults).
Flux Spectra
Motor flux spectra are acquired with CSIs Flux Coil. The low frequency spectrum is a
high resolution spectrum with a maximum frequency of at least three times running speed,
or two times line frequency (whichever is greater). Analysis of this spectrum provides
information on the rotor condition, changes in voltage balance and some stator fault detec-
tion. The high frequency spectrum contains slot pass family frequencies which provide
indication of stator related faults.
Frequency
Number of times an event repeats in a unit of time; usually expressed in hertz (Hz) or cycles
per minute (CPM).
Fundamental Frequency
The frequency of the peak from which related harmonics are referenced. 1xRPM is an
example of a fundamental frequency.
G-5
gs
The unit of measure for acceleration; 1 g is defined as the acceleration due to gravity at sea
level.
Gear Mesh Frequency

Asynchronous vibration frequency associated with each pair of meshing gears. Calculated
as RPM divided by 60 times the number of teeth on a particular gear.
Global
A change or changes made to the entire database.
Hanning
Type of window applied to waveform data before frequency analysis; used to prevent
peaks in a frequency spectrum from spreading out due to a phenomenon called leakage.
The Hanning window is recommended for most frequency analysis measurements where
the signal is steady-state.
Harmonic
An integer multiple of a fundamental frequency f0 (example 2f0, 3f0, 4f0, etc.).
Harmonic Marker
A box marker that appears on a spectrum display to indicate the harmonic peaks of a fun-
damental peak.
Hertz (Hz)
The unit of frequency in cycles per second.
HFD
High-frequency detection; the amplitude of vibration in gs over a broad frequency band
from 5 kHz up to 20 kHz or greater.
ICM
Influence Coefficient Method; the method used by the CSIs Balancing programs to calcu-
late balancing solutions.
Lines
The number of lines of resolution used for the spectrum calculation. Resolution (in Hz)
equals maximum frequency divided by the number of Lines.
G-6
Local Data
Data taken in the off-route mode of the machinery analyzer.
Measurement Point
Any location or point on a machine where measurements are made.
Micron(s)
A metric unit of measurement (one millionth of a meter).
Mil(s)
A unit of measure for displacement (one thousandth of an inch).
Modem
A device that enables remote communications between the host computer and a machinery
analyzer over telephone lines.
Modulation
Instantaneous variations in a signals characteristics. May be amplitude (AM) or frequency
(FM) modulation.
Multiplane Balancing
A method of balancing a machine that allows the measurement of the imbalance weights
at several planes along the shaft of the machine. Correction weights are then added in each
of these planes. Multiplane Balancing, as opposed to single plane balancing, is usually
required when a machine has several rotating elements, such as flywheels, tightly coupled
on a shaft and closely spaced.
Notes
Specific observations that can be stored on the measurement point of a machine along with
the collected data.
These observations can be predefined notes from the AMS Machinery Manager database,
user defined notes that have been created via the keypad on the machinery analyzer, or a
combination of the two methods.
1/3 Octave
Method of measuring a signal by measuring the signal levels within a set of bandpass filters
that have a bandwidth of 1/3 octave.
G-7
Off-Route
A mode that allows the collection and storage of data on measurement points that are not
defined in the downloaded route.
Orders
Multiples of machine turning speed (1xRPM, 2xRPM, 3xRPM, etc.).
Peak
The largest signal level seen in a waveform over a period of time. For sinusoidal signals, the
peak signal level is always 1.414 times the RMS value of the signal level. For non-sinu-
soidal signals, the peak level is often larger than the result that this formula would produce.
Peak-to-Peak
The difference between the maximum and minimum signal levels over a period of time.
For a pure sinusoidal signal, the peak-to-peak level is two times the peak signal level and
2.828 times the RMS value of the signal level. For non-sinusoidal signals, the peak-to-peak
level is often larger than the result this formula would produce.
Period
Time required to complete one cycle in a periodic signal.
Phase
1xRPM phase represents the location of the shaft of a machine in degrees (0 - 360) with
respect to the tachometer pulse where the largest vibration occurs.
Plane
Designates one or more of the rotating elements of a machine that is to be balanced. Each
plane lies perpendicular to the line that defines the axis of rotation.
Point
Any location on a machine where measurements are made; used interchangeably with
measurement point.
Polar Plot
A type of graph that displays data in polar coordinates.
G-8
Predictive Maintenance
Technology of periodically monitoring the actual condition of machines to discover faults,
to determine probable time of breakdown, and to provide scheduled downtime for repair
that avoids excess cost and lost production.
Principal Slot Pass

Principal slot pass (PSP) equals the number of rotor bars (or stator slots) times running
speed, minus line frequency ((#RBxSPEED)-LF)
Real-Time
Continuously updated data or plot, such as an FFT spectrum.
RMS
The magnitude of a signal calculated or measured by the root mean square method. Equal
to 0.707 times the peak value for a pure sinusoidal signal.
Route
One or more machines and their respective measurement points organized in an efficient
sequence for data collection.
RPM
Represents rotations per minute and is equal to 60 times frequency in Hz. Equivalent to
CPM (cycles per minute).
RS232
A serial, synchronous communication standard; a type designation for cables that are used
to connect communications ports on host computer, analyzer, and telephone modems.
Shaft Current/Voltage
Variations in electric motor air gaps, windings, and metal (rotor and frame) result in a fluc-
tuating magnetic field which is cut by conducting material, in this case, the motor shaft.
This condition gives rise to a current loop consisting of the shaft, bearings, and casing which
can damage the motor shaft and bearings.
Shaft Probe
This CSI device is used to acquire shaft current/voltage measurements on electric motors.
G-9
Slip Sideband
During each turn of an AC motors rotor, electrical signals associated with the rotor induce
currents in the stator windings. These currents appear as slip sidebands to the supply line
frequency peak. This frequency spectrum reflects the influence of the motors load and
response on the supply current. The sidebands are the result of the slip frequency multiplied
by the number of poles, and are referred to as NPxSF.
The frequency of the lower sideband is determined by:
28
Subharmonics
Vibration frequencies which are integer fractions of the running speed (example 1/2 RPM,
1/3 RPM, etc.) or some other fundamental frequency.
Tachometer
Pulse signal used to measure shaft turning speed. This may also be used to synchronize the
acquisition of dynamic data.
Transient
A non-steady-state signal of finite duration; often refers to a startup or coastdown of a
machine.
Trend
Plotting a number of measurements of a parameter over time.
Trigger
Causes the analyzer to start collection of data upon the receipt of a specified dynamic signal
from a sensor.
Uniform Window
Description of a uniformly weighted signal, where no special window shaping is applied
before frequency analysis. Sometimes used for collection of non-steady-state data.
G-10
Velocity
A measurement of the time rate of change in the displacement of an object. Vibration is
often measured in velocity using a velocity sensor. Velocity can be measured also by inte-
grating an accelerometer signal.
Vibration Parameters
Twelve frequency band-limited parameters which are measured from the vibrationsignal.
These parameters are defined in the analysis parameter set and are loadedinto the
machinery analyzer for each point from the database. (Alsocalled individual analysis
parameters.)
Viscosity
Resistance of fluids to shearing effects; usually decreasing for liquids as the temperature
rises.
Waveform
Analog or digital representation of a signal or function displayed as amplitude vs. time.
Window
See Hanning Window and Uniform Window.
G-11
G-12
Index
A individual 3-58 to 3-61

alarm type 3-119
absolute delta 2-8 units 3-122
absolute value 2-8 analysis parameter set 2-4 to 2-5, 3-36
alert level 3-66 description 3-49, 3-118
baseline override 2-8 information 3-48 to 3-57, 3-116 to 3-122, 3-137,
codes 2-14 3-143
data values 3-36, 3-141 low frequency signal limit 3-49
dual lower delta 2-12 lower frequency 3-50
dual lower level 2-11 analysis parameters
dual upper delta 2-11 individual 3-52
dual upper level 2-9 append 6-1
dual window delta 2-13 area
early warning 2-7, 3-67 duplication 5-12
fault 3-66 Area Summary Options 3-28
in-window 2-10 averages
levels 2-6 number of 3-51
limit set 3-37 spectral mode 3-51
limits 2-6 to 2-15, 3-63 to 3-67, 3-86 to 3-87, A-Weighting 3-52
3-123 to 3-126
out-of-window 2-10 B
units 3-65 baseline 3-67
weak side value 3-66 baseline override 2-8
Alarm Details 2-21 branch, adding 3-41
Alarm Display Options 2-24
Alarm Status 2-16
alarm status
C
Color Scheme Tables 2-17 calculate new statistics 4-34
Alarm Tree Filters 2-25 clear all statistics 4-34
AMS Machinery Manager 1-9 clear ave/sigma 4-34
Database 1-9 clear baseline
database 1-18 area 4-32
analysis parameter database
area ID filter 4-30
Index-1
measurement point ID filter 4-30 database deletion 4-16
equipment 4-33 database information
COMPIL 1-9 copy vs. move 5-7
CSIview copy/move example 5-21 to 5-22
description 8-1 copying 5-8
setting up 8-3 duplicating 5-4
moving 5-9
D transfer source and target 5-18 to 5-20
data database window
changing label 4-39 of Copy/Move task 5-7
changing label (area) 4-40 of Modify Equipment task 5-24
changing label (equipment) 4-40 of Modify Measurement Points task 5-32
changing label (meas point) 4-41 DBASE main menu 3-1, 3-20
label options 4-38 DBUtly
modify statistics 4-27 Copy/Move 5-7 to 5-22
data management options 4-2 Modify Equipment 5-24 to 5-31
data options 5-14 Modify Measurement Points 5-32 to 5-43
data statistics preferences 5-4
baseline and statistical values 4-27 reports 5-5 to 5-6
baseline data set 4-28 tasks 5-2
calculate new statistics 4-29 toolbar 5-2 to 5-3
clear all statistics 4-28 DC offset 3-39
clear ave/sigm 4-28 DEFINE Multiple Route Load 7-25
manual edit 4-29 delete 6-1
manual editing 4-37 delete area 4-19
set baseline = average 4-28 delete database 4-16
data units range of gross scan data to delete 4-18
English 3-83 range of spectral data to delete 4-18
metric 3-83 range of trend data to delete 4-18
database 3-16 range of waveform data to delete 4-18
accessing more than once 2-33 delete equipment 4-21
components 2-3 Detailed Equipment List 3-28
create oil ref 3-15 document type
create RBM 3-15 RTF 8-2
entering password 2-32 text only 8-2
global information 3-82, 3-126, 3-134, 3-137, Word 6 8-2
3-143 drill down 1-9
name 2-30, 3-3
Index-2
E H
Entire Database Summary Options 3-28 hanning window 3-52
equipment hardware requirement 1-10
duplication 5-12 HFB 3-60
modifying 5-24 to 5-31 HFD full scale range 3-40
modifying example 5-29 to 5-31
events 1-9 I
EXPORT 1-18 Indeterminate Alarm Status 2-19
external file options 5-17 insert 6-1
Installation Date
F 3-140
fault frequencies 2-27, 3-36, 3-69 to 3-79, 3-88 to
3-95, 3-126 J
bearing 3-89 Job Data
belt 3-94 show job data on tree 4-4
displaying dialog box 3-41
first modifier 3-78
fixed 3-93 K
gearmesh 3-90 keywords 3-84
harmonic 3-92
modulated 3-92 L
multiplied 3-88 lines 3-51
second modifier 3-79 load units 3-84
type 3-71
fault frequency, clearing setup 3-36 M
faults machine 2-2
rotor G-5 load type 3-32
stator G-5 speed type 3-32
filter/actions window magnitude 1-9
of Modify Equipment task 5-25 main menu, DBASE 3-1
of Modify Measurement Points task 5-33 manual data
FPM to RPM 3-32 enter 6-1
frequency Manufacturer
lower sideband G-10 3-140
frequency band 2-4 measurement auto-range 3-40
frequency resolution 3-51 measurement point
ID 3-34, 3-101, 3-130, 3-139
orientation 3-34, 3-101, 3-130, 3-139
Index-3
measurement points 2-2 P
duplicate 5-13 parameter units 3-59
modifying 5-32 to 5-43 password
modifying example 5-40 to 5-43 database 2-32
menu options, pulldown 3-2 Pipe Diameter 3-140
MIMOSA 1-9 plotting full scale range 3-40
Model Number pre-process 3-54
3-140 Previewer
monitoring schedule 3-36, 3-130, 3-140 description 8-1
motor monitoring setting up 8-3
flux G-5 principle slot pass G-5
printing
N area
No Equipment List 3-28 equipment ID filter 4-8, 4-12
extent of spectra to print 4-9
notepad 3-81, 3-126, 3-133, 3-137, 3-143
extent of trend to print 4-9
NPxSF extent of waveform to print 4-9
definition G-10 measurement point ID filter 4-8
Nspectr 1-18 database 4-5
area ID filter 4-5, 4-8, 4-30
O equipment ID filter 4-5
extent of trend to print 4-6
oil equipment extent of waveform to print 4-7
# fans 3-107 measurement point ID filter 4-6
# radiators 3-107 equipment
criticality 3-103 extent of gross scan to print 4-14
cycles 3-107 extent of spectra to print 4-14
high voltage 3-107 extent of trend to print 4-14
impedance 3-107 extent of waveform to print 4-14
KVA 3-107 measurement point ID filter 4-12
low voltage 3-107 measurement point
available data 4-15
phases 3-107
extent of gross scan to print 4-16
Online 7-8 extent of spectra to print 4-16
options extent of trend to print 4-16
data 5-14 to 5-15 extent of waveform to print 4-16
external file 5-17 to 5-18 Previewer document 8-8
set 5-16 route summary 7-23
structure 5-10 to 5-13 program description 1-5 to 1-7
orders 3-60 pulldown menu options 3-2
Index-4
R oil points 7-8
RBM 1-9 pick-points 7-9
RBM Database Management Functions 3-27 purpose 7-5
RBMview rename 7-12
database 1-18 selecting machines 7-9
reference load 3-33 set reference 7-6
Reference Pressure 3-140 summary 7-23
reference RPM 3-33 technologies 7-8
Refresh Alarm Severities 2-24 thermographic points 7-8
Reliability Based Maintenance 1-9 update 7-9, 7-16, 7-22
REPORT 1-9 routes
report data storage 7-18 to 7-21
measurement exception analysis 2-6 deleting 7-13 to 7-17
reports editing 7-13 to 7-17
DBUtly 5-5 to 5-6 limitations 7-3
revise 6-1 reorder 7-24
Rich Text Format 8-2 RTF 8-2
Route
Management Program 1-6, 7-1 S
route 7-1 to 7-24 Select Group 3-3
add machine 7-15 Selecting 4-34
affect on database 7-2 selecting a technology 3-21
all data stored 7-7 sensor
analyzer memory 7-3 power 3-38
auto build 7-10 sensitivity 3-38
collection schedule 7-6 set baseline = average 4-34
copying 7-5 set options 5-16
create 7-4 to 7-11 Shortcut Bar 2-37
creator 7-5 Show Job Data 4-4
delete equipment 7-15 sideband G-10
description 7-5 signal group/channel numbers 3-39
display order 7-24 Simple Equipment List 3-28
entire station 7-5 special time waveform 3-55
grouping machinery 7-1 spectrum
high status data 7-7 high frequency G-5
ignore change 7-9, 7-16, 7-22 low frequency G-5
machine sequence 7-15 Steam Trap Type
machinery analyzer 1-6, 7-1 3-140
no data stored 7-7
Index-5
structure options 5-10
T
tachometer 3-33, 3-57
technology selection 3-21
text
file 8-2
third-octave analysis 3-52
toolbar options
about 3-19
chg tchnlogy 3-18, 3-21
create RBM database 3-15
database 3-16
function bar 3-15
help 3-18
listing function bar 3-15
open database 2-30, 3-3
output destination 3-6
print setup 3-6
set assignment sumry 3-16
tree options 3-16
Tree Element Summary 3-26
trend data 3-60, 4-27 to 4-29
U
Ultrasonic Data Manager 1-8
uniform window 3-52
units type code 3-35
V
valid signal levels 3-40
variable high frequency band 3-60
W
Word 6 8-2
word processor 8-1
Index-6

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Reference Manual

Part # 97388 Rev. 14

U.S. Government Rights

Software Technical Support

Chapter 1 Read This First

Chapter 2 Overview of AMS Machinery Manager

Chapter 3 Database Setup/Management DBASE

Chapter 4 Stored Data Management - DATMGR

Chapter 5 Database Utility Functions - DBUTLY

Chapter 6 Manual Data Entry - MANLOG

Chapter 7 Route Management- ROUTE

Appendix A DBZIP / AUTOZIP

Read This First

Recommended Requirements for Online Live Transient Client

Additional Requirements for Virtual Machine

Virtualization System I VMware Workstation 6.5.2 for Windows

1-2 Read This First

User Manual Prerequisites

Operating Requirements 1-3

1-4 Read This First

Chapter 2 Overview of AMS Machinery Manager

Chapter 3 Database Setup/Management DBASE

Chapter 4 Stored Data Management - DATMGR

Chapter 5 Database Utility Functions - DBUTLY

Chapter 6 Manual Data Entry MANLOG

Contents of this Manual 1-5

Chapter 8 Previewer - CSIview

1-6 Read This First

Nspectr Automated Fault Analysis

Autostat Statistical Alarm Setup

Optional AMS Machinery Manager Applications 1-7

Ultrasonic Data Manager

UltraManager Corrective Packages

1-8 Read This First

Optional AMS Machinery Manager Applications 1-9

Supported Data Collection Devices

1-10 Read This First

Operating Systems Windows 2000 SP4 or greater, Windows XP Professional w/SP2

Processor Speed 1.5 GHz, 512 (MB) of RAM

Network Ethernet (TCP/IP protocol)

Browser Internet Explorer 5.5 or later

Screen Resolution XGA (1024x768)

Other RS232 serial communications port (9-pin)*, USB 1.1 port**

Processor Speed 2.0 GHz Dual Core, 1 GB of RAM

Network Ethernet (TCP/IP protocol)

Browser Internet Explorer 6 or later

Screen Resolution SXGA (1280x1024), WSXGA (1680x1050)

Other RS232 serial communications port (9-pin)*, USB 2.0 port.

Recommended Requirements for Online Live Transient Client

Operating System Windows 2000 SP4 or greater, Windows XP Professional w/ SP2

Processor Speed 2.33 GHz Dual Core, 2 (GB) of RAM

Video Card Direct X 9.0b compatible

Network Ethernet (TCP/IP protocol)

Operating Requirements 1-11

Screen Resolution SXGA (1280x1024), WSXGA (1680x1050)

Other RS232 serial communications port (9-pin), USB 2.0 port*

Network Ethernet Adapter (TCP/IP protocol)

1-12 Read This First

Network Ethernet Adapter (TCP/IP protocol)

Recommended, Single-unit CSI 4500 and CSI XP32 Systems

Operating System Windows 2000 SP4 or greater, Windows XP Professional SP2

Processor Speed 2.33 GHz dual core, 2 (GB) of RAM

Video Card Direct X 9.0b compatible