Archive for the ‘Training’ Category

Reliability Challenges & Fundamentals

Sunday, March 16th, 2008

Numerous experts report the undeniable absolute necessity of management conviction and dedication for reliability efforts to result in a proper and sustained “field” (that would be the plant floor) implementation. No argument could possibly otherwise convince us or our readers. We agree on something.

Why then do we see a generalized backtracking to antiquated methods or unwitting feeble returns from reliability approaches? Where is this management commitment when reports from the field indicate reliable methods get implemented and then seem to vanish into thin air or quickly get set aside? Why is apparent regression almost inevitable?

What some may fail to mention is the capital importance of fundamentals. And these essentials may escape most of the “business model improvement” proponents due to a simple and quite ugly fact: the “business” people rarely speak with the technical personnel who get the maintenance train on track and keep it there. And when they do, as they are often used to speaking very different languages, these parties may have limited exchanges or communications due to the different focus or interests they manifest.

The communication gap may be further aggravated by a largely false perception in head offices that the technical people remain uneducated. Nowadays, their credentials and pertinent experience may even at times exceed those of decision makers. This is not to criticize anyone: the preceding merely attempts to state occasionally occurring (and previously encountered) circumstances.

The predictive maintenance and condition-based approach to maintenance and reliability are vital to success. Yet, these facets of maintenance and engineering have been in place for some time, with often poor to moderate results (the author is being kind; so many PdM or CBM programs are hobbled structurally and technically that their returns can only be qualified as hobbled). The promise of fabulous returns can not be met when the program is not “fed” properly: investment, education (training at ALL levels) and sensible recognition of efforts, to name but a few factors too often missing from the final recipe…

What makes you think that doing the same thing in the same way will now yield a better result? What will now be done to properly adjust the targeting? The liabilities (or problems) and personnel are the same. Or personnel keeps changing in turnstile-mode.

Of course, critics might glumly reply “Have you not been part of the system that created the ineffectiveness we must now endure?”, a pertinent albeit biased question. We propose a viable working platform or product to our clients. We might express it as “we sell a car”. The client then plays pick and choose, dismantling the platform to purchase (allegorically) the two left-side wheels, one rear bumper, and parts of the engine, instead of buying the whole functional vehicle. The reasons are many and they feel justified in this purchasing approach: they already have two right-side wheels (of a different size), one bumper and engine parts (likely mixing centimeters and inches), so they feel they can reassemble a working whole. The truth seems to point to “wishful thinking”.

An example? Some years back as I instructed a Vibration Analysis 1 course for one of the main vendors in our field of endeavor, two technicians showed up from an automotive parts manufacturing plant. They expressed their concerns relative to the course, having discussed with their supervisor what they felt was their need for training (they would have been more comfortable with an introductory course instead of the one they were now to attend). I assured them of my availability over lunch and after regular hours should they face serious hurdles, and also told them I ran a very open classroom where questions were welcome at any time. This can be helpful, but if fear of ridicule and timidity become the governing concern of the puzzled, our best efforts to remain available yield little in the way of improved comprehension. At any rate, they never availed themselves of the repeatedly tendered “extra” support or semi-private sessions.

Most Level 1 courses clearly state a need for 6 months prior experience and/or having attended an introductory class. These two participants were lacking in both respects. Net result: come evaluation time, these two felt that the vendor offering this training was only interested in revenue and they never should have been “allowed” to attend that course.

Everybody is entitled to an opinion. Ours would differ slightly: in the hopes of saving some training dollars, their supervisor sent these participants to a course that was above their current reach. In so doing, he wasted more training dollars than he saved. He also exposed his technicians to a little discouragement, and lower motivation due to perceived difficulties.

Could the problem have been resolved right then and there by using a different approach? Course contents did not lend itself to a quick readjustment: other participants quite liked that course and got what they came for, but then, they had the necessary bases to absorb the curriculum.

To the previous example, we should also add the unpopularity of introductory courses in certain areas of the world. The “client” (purchasing or management) feel them to be a reach for more $$$, when in fact, the participant get swamped with too much material when attending the “chosen” (not by them) higher-level course.

Worse yet, in those same areas, when a certification exam is faced at the end of a week’s training, some participants have at times been warned that failure would equate dismissal. Sitting (or writing) an exam that is meant to cull the untrained may dauntingly challenge the neophyte.

Another sad hurdle to reliability excellence remains the discrepancy in pay rate and benefits afforded those who practice it adequately. Sooner or later, if competent technical personnel find they may be given better opportunities elsewhere, they will jump ship and seek out better climes. There are management or HR theories about pay scales and bonuses (this writer will purposely stay away from them as readers might be offended by psychological aspects of remuneration), but an occasional carrot, such as two checks waiting in the wings (gold and silver medals, if you wish) might yield surprising competitive benefits. Or setting PdM program goals and tying a bonus to meeting those targets.

Proactive engineering steps used hand in hand with precision maintenance yield better reliability. The latter is undeniable. Yet, without a strong predictive program, above and beyond any scheduled preventive replacements (likely arising from an RCM study) and inspections, production and asset reliability will remain out of reach.

PdM / CBM or Condition-Monitoring ARE the technical foundation that can be encouraged, but not managed at any level other than that of maintenance and engineering. In other words, if reliability is a fortification against trouble and decay and a guarantee of productivity, the walls or battlements depend on solid groundwork called predictive maintenance.

Simply put, Asset Reliability (and maintenance) can not be driven by failure-detection if predictive efforts remain incapable of perceiving faults.

© 2008 by François Gagnon

Sources of Vibration

Monday, March 3rd, 2008

Where does vibration come from? What causes it? Any force changing in direction, changing in magnitude or any active component interaction generating a rub even as minimal as friction within rolling element bearings or moving fluids within pipes will cause vibration movement of some small to intolerable amplitude. Any combination of the previous would generate more complex vibration patterns. In practical terms, this means a long list of potential sources whenever an analyst tries to quantify and/or decompose machinery and structure behavior.

The (presumably, unless something escapes this writer) full list breaks down into:

Rotor related sources (rotor behavior and forces at play)

- unbalance

- static or force, couple, dynamic or combined

- misalignment, residual, growth-related or dynamic (reactionary)

- angular, parallel and combined

- bent shaft

- rubs

- macro rub

- rotor-casing

- rotor-product or moved fluid (when dense or solid)

- shaft-seal

- shaft-sleeve bearing

- gear coupling-jaws

- improperly lubricated gears

- micro rub

- belt-pulley

- sliding (instead of rolling) elements

- rolling elements themselves onto raceways (through lubricant film)

- pumping action or film-creation action within the bearing

- rolling elements and retaining cage

- fluid and casing or piping

- eccentricity

- whirl (of shaft or of the shaft within a fluid-film bearing) and whip

- gyroscopic effects (fairly common in inertia wheels)

- torsional vibration


Process related sources (what the machine does)

- hydraulic or aerodynamic forces

- blade / vane pass (BPF) or blade rate (BRF) vibration

- eccentricity relative to casing

- rotor mesh (lobes or screws)

- cavitation, recirculation, turbulence, stonewalling, surging, stalling

- compressed fluid wave or pulse (pipes, etc), turbulent flow

- reciprocating forces (can come close to shock)

- shock (presses, etc)

Drive related sources
Electromagnetic torque pulses from a motor and the interaction between armature and stator components a.k.a. rotor-bar and slot pass frequency
Pulses used to recreate Variable Frequency altered electrical line frequency
Pole or coil pass frequency

Magnetic centering
Coupling problems (lock-up, wear, etc)
Belt or chain drive w. eccentricity, belt problems, belt slip, cogs
Gear mesh and gear problem related vibration
Couple transmission discontinuities or variability from load transmission from one tooth to the next (simplified to picture the matter)
Hydraulic or aerodynamic forces from gas, steam or water turbines
BPF (Blade Pass Frequency) from turbines
BRF (Blade Rate) interaction between blades and stationary elements
Reciprocating forces from engines, unbalanced cam action

Other factors may cause the appearance or perception of an excessive vibration problem, but they are REACTIONS to one or more of the above sources as opposed to being themselves a source of vibration. The most easily recognized of these are looseness and resonance. Critical speeds of a rotor could be assigned to resonance for purposes of this listing. Oil whirl on sleeve bearings also fit into this category: it is an instability reaction due to lack of static load or dynamic loads overcoming static load. In this latter case, increased tolerances facilitate overcoming the static load. From the point of view of reactions, we can also add:

Reactive Problems

- dynamic misalignment (occurring from loads moving component positions)

- resonance

- looseness (really a change in response due to lessened stiffness)

- instability (rotor, hydraulic, oil film, other)

- base and retaining / supporting mechanism or structural problems

- distortion from pipe strain

- transmitted vibration (structure borne transmission from other nearby machines)

- acoustic excitation (airborne or structure borne noise exciting a plate, casing or other component; structure borne usually or closely falls under transmitted vibration)

 

© 2005, 2006, 2007, 2008 by François Gagnon

PV = ZnRT, or Why Do So Many Oversimplify?

Thursday, October 4th, 2007

This example always stood out (in this writer’s view) as a prime example of what we should never do in teaching / training / instruction. We first come across PV = nRT at the age of 12 (or so it was in my case; no clue as to nowadays). It is only years later that we learn that there is a factor Z, usually equal to 1.0 but variable when pressures are extreme (at both ends, the low and the high), at which point the factor must be obtained from curves specific to each gas.

Was there a significant hurdle to telling us about this nuance? What was so difficult with “usually equal to 1 unless pressures are very low or very high, but those cases will be dealt with later in your lives”?

Blanket statements or misguided oversimplification can be equally annoying when receiving instruction. They provide “false advice” or “false statements” that may lead to error. In the meantime, yes, we should strive to lay down a proper foundation for comprehension, BUT instructors should simultaneously avoid patronizing their students (or seminar participants) through a misguided presumption of lack of understanding or shortsightedness. Without delving into all the details, we CAN and should tell it like it is, while concentrating on the building blocks that will lead to a comprehension of the issues at hand, while SOME participants called to more complex tasks will be better armed to face the music!

© 2007 by François Gagnon

Capacitación y Certificación Institucional en Latina Ameríca

Tuesday, September 18th, 2007

Varios años atrás, durante una serie de cursos dictados en varios países tales como Venezuela y México, se me ocurio que el profesional en Latina Ameríca, tendría mayor beneficio en tomar en sus propias manos el asunto institucional de manejar la supervisión del predictivo, de la vibración y de esas otras disciplinas necesarias al completar una buena confiabilidad industrial.

Así me recuerdo proponer varias veces de crear la fundación o sea, el núcleo de un tal acercamiento para adelantar una independización local, regional o nacional en materias o sujetos pertinentes. De repente, mientras seguía algo de mi entusiasmo inicial, supongo que aproximadamente 150 ingenieros de 4 o 5 países estuvieron expuestos al concepto, y todos quedaron de acuerdo para decir hasta que punto era buena la idea, que ayudaría la revolución predictiva, etc. Entonces, después de tanto tiempo, ¿cuantos emails he recibido al proposito? ¡Ni el primero! Lo que trae mi queja: en términos profesionales, a pesar de unas variaciones al nivel educacional, el ingeniero al Sur logra la meta, pero en términos gerenciales, si a veces nos espanta el problema de la falta de empoderamiento (o sea “empowerment”) por las pesadas estructuras empresariales, la conclusión del experimento era que el profesional no se empodera a si mismo. Fuera de lo que paga la empresa, no se invierte hacia el progreso. Siento la molestia si alguien queda un poco bravo al leer lo previo. La muestra fue limitada. De repente, el proyecto no tenia lo suficiente apoyo oficial. Pues, lo oficial, uno lo crea de si mismo, con trabajo y con tiempo. El CMVA tendrá dentro de poco su cumpleaños con 25 reuniones anuales realizadas. Tuvó que montarse la primera antes de llegar al cuarto de siglo.

Phase Analysis: A Simple and Methodical Approach

Sunday, April 15th, 2007

For those who have experienced problems in performing the analytical potion of phase analysis, a simple document that has been popular over the years (many copies of this have been distributed over three continents).

phasethmb.jpg

Un Acercamiento Metódico Hacia la Fase

Friday, April 13th, 2007

Análisis de Fase Según Vibra-K

Phase Analysis Proliferation…

Thursday, April 12th, 2007

…and lack thereof…

When doing open sessions for various others, I have at times sought to establish statistics on the percentage of people who performed phase analysis when they encountered a dominant 1X RPM or even a 2X RPM or 3X RPM predominance within developing “problems”.

I’ll admit that my initial attempts at arriving at an assessment seemed to return too low a number, so I eventually moved the “instructor asking questions” to a latter moment in a course, to benefit from the now warm feeling that we might share (a little humor and a ready openness tend to facilitate communications). However, to my great dismay, the previous statistics held and returned an equal answer of 15-17%…

Why is this worrisome? Most instructors spend time demonstrating not only the usefulness but also the absolute necessity of phase analysis. Yet, only 1 in 6 analyst / technicians / engineers seek to use this method to establish or confirm their findings?

Many participants repeatedly point to the difficulties in completing a phase analysis as a cause for their failure to execute the procedure. Progressive protective covering of any potential reference point and the quasi inevitable loss of any glued reflective tape certainly do form hurdles to measuring phase. However, by now, many vendors offer relative phase measurements between two channels off analyzers and data collectors; the excuses slowly evaporate.

One repetitive problem can disappear when performing phase confirmation: unbalance WILL generate 1X RPM vibration, but 1X vibration does not necessarily come from unbalance.

Other problems might yield that same 1X RPM vibration… That fact should always stay close at hand to pop up whenever 1X RPM amplitudes perk up.

The morrow should allow us to include a short but useful (or at least well-liked) methodical approach to phase as well as a basic interpretation of results.
© 2007 by François Gagnon

Reinventing the Wheel, Over & Over Again

Monday, March 5th, 2007

I recently delved on the issue of just how much time and effort had seemingly been spent on writing yet another course text or preparing an umpteenth presentation. When will we finally learn to stop this infinite treadmill?

Trade dress may change, and there are certainly some POOR presentations out there, but we can identify the better ones and eventually reach a consensus to create and finalize a curriculum…. And provide opportunity for updates and upgrades as the need presents itself.

Vibration analysis precepts are now taught in universities, colleges and even high-schools (just take a look at the Vibrotek client list where many schoolboards in the Province of Quebec even use advanced bearing software in the laboratory).

Nowadays, I tend to favor a different “Nitrox” mixture to correct any program weaknesses and get plant personnel the best training possible…

Customized programs also work best.

For the rest, just dreaming in vivid color…

© 2007 by François Gagnon

Vibration Condition Monitoring Material – Queen’s MECH458

Monday, March 5th, 2007

Dr. Mechefske’s Queen University course presentations remain available on the web, although one never knows for how much longer these will be tendered.

For those who might appreciate this offering, here are the links:

CRCHandbookChapter25-MachineConditionMonitoringandFaultDiagnostics.pdf

MECH458-MachineConditionMonitoring-CourseOutline.pdf

And the rest can be readily accessed from:

MECH458

A few samples…

MECH458-Week02-BasicsofMechanicalVibrations-2perpage.pdf

MECH458-Week04-VibrationMeasurementandDisplay.pdf

MECH458-Week06-MTVibrationSignalFrequencyAnalysis.pdf

MECH458-Week07-MachineryVibrationTroubleShooting.pdf

MECH458-Week09b-mt-FaultDiagnosticsBasedonMachineComponents-Gears.pdf

MECH458-Week11b-Model-BasedConditionMonitoringandDiagnosis.pdf

The previous should at least provide food for thought for the beginner and semi-seasoned analyst.