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Automation | Valves | Measurement | Process Control Understanding and Applying Different Levels of Machinery Condition Monitoring Presenter: Carl Sheehan P.Eng. September 15, 2020

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  • Automation | Valves | Measurement | Process Control

    Understanding and Applying Different Levels of

    Machinery Condition MonitoringPresenter: Carl Sheehan P.Eng.

    September 15, 2020

  • Automation | Valves | Measurement | Process Control

    Agenda:

    • What is Condition Monitoring?

    • Technologies for Condition Monitoring

    • Reliability Strategies

  • Automation | Valves | Measurement | Process Control

    What is Condition Monitoring?

  • Automation | Valves | Measurement | Process Control

    Condition Monitoring Enables Moving from Reaction to Prediction

    Reaction

    Equ

    ipm

    en

    t H

    eal

    th

    0%

    100%

    Time

    advanced warning gives plant time to

    respond

    Downtime

    Prediction & Performance

    Re

    pair Eq

    uip

    me

    nt

    Pla

    n M

    ain

    ten

    ance

    Ord

    er

    Par

    ts

    Ass

    ign

    Pe

    rso

    nal

    Sch

    ed

    ule

    Se

    rvic

    e c

    on

    trac

    tor

    Reduced

    Identify Failure Precursors – Leading Indicators

  • Automation | Valves | Measurement | Process Control

    An example.

  • Automation | Valves | Measurement | Process Control

    Performance and Reliability are Key

    Safety

    3X fewer

    Recordables and process

    incidents

    Process

    Incidents

    4th 1stQuartiles

    Recordables

    Production

    20% lower operating costs

    Utilization

    4th 1stQuartiles

    Operating Costs

    10% higher Utilization Rate

    4% higher availability

    Half the maintenance

    costs

    Reliability

    Availability

    Maintenance

    4th 1stQuartiles

    Emissions

    Energy Use

    CO2 Emissions

    4th 1stQuartiles

    30% lower emissions

    30% less energy use

    Approximately

    ONE TRILLION

    DOLLARSin company value is

    lost every year to

    operating performance

    suboptimal

  • Automation | Valves | Measurement | Process Control

    Condition Monitoring

    Technologies

  • Automation | Valves | Measurement | Process Control

    Example – AC Induction Motors

    Cooling

    Fan

    Enclosure

    Stator

    Terminal

    Box

    Mounting Feet

    Bearing

    & Seals

    Rotor

    Shaft

  • Automation | Valves | Measurement | Process Control

    How does an Electric Motor Fail?

    Bearings

    40%

    Stator Faults

    38%

    Rotor Faults

    10%

    Other

    12%Mechanical Faults Electrical Faults

  • Automation | Valves | Measurement | Process Control

    Electric Motor – Condition Indicators

    TemperatureVibration Lubrication

  • Automation | Valves | Measurement | Process Control

    Electric Motor – Vibration Considerations

    Vibration

    Why Vibration Monitoring?

    Common Vibration Causes

    How do I check?

  • Automation | Valves | Measurement | Process Control

    What is Vibration

    • Vibration is the motion of a body about a reference point caused by an

    undesirable mechanical force.

    • Causes include:

    ImbalanceMisalignment

    LoosenessBearing Wear

  • Automation | Valves | Measurement | Process Control

    Vibration: Imbalance

    0

    +

    -

    AMPLITUDE

    360degrees

    Heavy Spot

    1 revolution

    Time

    1750 rpm

    FL

    OW

  • Automation | Valves | Measurement | Process Control

    Vibration: Misalignment

    BEFORE

    AFTER

    GRRR!

    hmmm!

    SHAFT

    BE

    AR

    ING

    MOTOR

    Offset

    Angular

    Both

  • Automation | Valves | Measurement | Process Control

    Vibration: Soft Foot

  • Automation | Valves | Measurement | Process Control

    Vibration Measurement: Accelerometers

    Time (s)

    Acc

    el. (

    G’s

    )

    ROTOR

    Horizontal

    Vertical

  • Automation | Valves | Measurement | Process Control

    Time0

    +

    -

    AMPLITUDE

    Time0

    +

    -

    AMPLITUDE

    Vibration Basics from Mechanical Faults

    Time0

    +

    -

    AMPLITUDE

    Balance

    1 x RPM

    Blade Pass

    4 x RPM

    Gear Mesh

    12 x RPM

    Component Configuration and Cycles per revolution

  • Automation | Valves | Measurement | Process Control

    Time0

    +

    -

    AMPLITUDE

    Time0

    +

    -

    AMPLITUDE

    Vibration

    Time0

    +

    -

    AMPLITUDE

    FL

    OW

    FLOW

    FL

    OW

    Balance

    1 x RPM

    Misalignment

    2 x RPM

    Vane Pass

    11 x RPM

  • Automation | Valves | Measurement | Process Control

    The combined Time Waveformsdo not look like this

  • Automation | Valves | Measurement | Process Control

    They look like this

    In reality these waveforms are more complex

    All the different frequencies are mixed

    together in the waveform

    Typical Waveform

  • Vibration: Time-Frequency Conversion

    1X

    900 rpm

    15Hz

    2X 9900 cpm

    165Hz

    COMPLEX FIELD TIME DATA

    THE COMPLEX TIME DATA ISBROKEN INTO ITS COMPONENTS

    IN A PROCESS CALLED

    FFT

    FAST FOURIER TRANSFORM

    THE COMPONETS ARE GRAPHED AS

    FREQUENCY VERSES AMPLITUDE

    FREQUENCY DOMAIN

    FREQUENCY SPECTRUM

    SPECTRUM

    FFT

  • Automation | Valves | Measurement | Process Control

    Vibration: Frequency Alarming

    Trend of

    Balance

    Trend of

    Bearings

    Alarm

    Am

    pli

    tud

    e

    Balance AlignmentBearing Bearing Gears Bearing

    1x 2x 50x

    5mm/sec

    1mm/secTime

    (Days)

    Time

    (Days)

  • Automation | Valves | Measurement | Process Control

    Electric Motor – Temperature Considerations

    Temperature

    Why Temperature Monitoring?

    Common High Temperature Causes

    How do I check?

  • Automation | Valves | Measurement | Process Control

    Condition Monitoring Strategies

  • Automation | Valves | Measurement | Process Control

    On Demand

    Planned

    Predictive

    Prescriptive Analytics

    Condition Monitoring Strategies

  • Automation | Valves | Measurement | Process Control

    On Demand

    • Periodic high resolution monitoring

    • Monitor assets and faults on a monthly

    • Manual Collection, Analysis and

    Reporting

    FL

    OW

    FL

    OW

    MOTOR

    7X 8Y 5X 6Y

    9

    TACH

    FIX

    ED

    BE

    AR

    ING

    =

    TH

    RU

    ST

    BE

    AR

    ING

    3X 4Y 1X 2Y

    1011

  • Automation | Valves | Measurement | Process Control

    On Demand

    • Periodic high resolution monitoring

    • Monitor assets and faults on a monthly

    • Manual Collection, Analysis and

    Reporting

    FL

    OW

    FL

    OW

    MOTOR

    MECHANICAL FAULTS

    • ELECTRIC MOTOR

    1. BALANCE

    2. ALIGNMENT

    3. LOOSENESS

    4. BEARING FAULTS

    5. MOTOR FAULTS

    6. COUPLING FAULTS (PeakVue)

    7X 8Y 5X 6Y

    9

    TACH

    FIX

    ED

    BE

    AR

    ING

    =

    TH

    RU

    ST

    BE

    AR

    ING

    3X 4Y 1X 2Y

    1011

  • Automation | Valves | Measurement | Process Control

    On Demand

    • Periodic high resolution monitoring

    • Monitor assets and faults on a monthly

    • Manual Collection, Analysis and

    Reporting

    FL

    OW

    FL

    OW

    MOTOR

    MECHANICAL FAULTS

    • ELECTRIC MOTOR

    1. BALANCE

    2. ALIGNMENT

    3. LOOSENESS

    4. BEARING FAULTS

    5. MOTOR FAULTS

    6. COUPLING FAULTS (PeakVue)

    7X 8Y 5X 6Y

    9

    TACH

    FIX

    ED

    BE

    AR

    ING

    =

    TH

    RU

    ST

    BE

    AR

    ING

    3X 4Y 1X 2Y

    1011

    MECHANICAL FAULTS

    • ELECTRIC MOTOR

    1.BALANCE

    2.ALIGNMENT

    3.LOOSENESS

    4.BEARING FAULTS

    5.MOTOR FAULTS

    6.COUPLING FAULTS

    • PUMP ROTOR

    1.BALANCE

    2.ALIGNMENT

    3.LOOSENESS

    4.BEARING FAULTS

  • Automation | Valves | Measurement | Process Control

    • Frequent high-resolution Vibration and

    Temperature Monitoring

    • Permanently-installed monitoring equipment

    • Monitor assets and faults on an hourly basis

    • Wired or Wireless Collection

    Planned

  • Automation | Valves | Measurement | Process Control

    • Frequent high-resolution Vibration and

    Temperature Monitoring

    • Permanently-installed monitoring equipment

    • Monitor assets and faults on an hourly basis

    • Wired or Wireless Collection

    Planned

  • Automation | Valves | Measurement | Process Control

    • Frequent high-resolution Vibration and

    Temperature Monitoring

    • Permanently-installed monitoring equipment

    • Monitor assets and faults on an hourly basis

    • Wired or Wireless Collection

    PlannedMECHANICAL FAULTS

    • ELECTRIC MOTOR

    1.BALANCE

    2.ALIGNMENT

    3.LOOSENESS

    4.BEARING FAULTS

    5.MOTOR FAULTS

    6.COUPLING FAULTS

    • PUMP ROTOR

    1.BALANCE

    2.ALIGNMENT

    3.LOOSENESS

    4.BEARING FAULTS

  • Automation | Valves | Measurement | Process Control

    • Continuous high-resolution Vibration and

    Temperature Monitoring

    • Monitor assets and faults on a second-by-second

    basis while incorporating site process data

    • Health Scores from the Edge Device provide easy

    to understand fault analysis

    2

    1

    3

    46

    5

    TACH

    Predictive

  • Automation | Valves | Measurement | Process Control

    Edge Analytics Prediction Logic – Examples of Known Failure Modes

    Balance

    • Running speed amplitude

    • 2 times running speed amplitude

    • 3 times running speed amplitude

    • Running speed amplitude > Balance Level

    Other 1X phenomena

    1.Resonance

    2.Intermittent based on Defects

    ▪ Rub/Clearance/Runout issues

    ▪ Mechanical – missing gear tooth

    ▪ Shaft Crack

    Alignment

    • Running speed amplitude

    • 2 times running speed amplitude relationship to running speed amplitude

    Looseness

    • Running speed harmonic amplitudes

    • Synchronous and non-synchronous energy

    VIBRATION SPECTRUM

    1X

    RUNNING

    SPEED

    2X 3

    X

  • Automation | Valves | Measurement | Process Control

    • Continuous high-resolution Vibration and

    Temperature Monitoring

    • Monitor assets and faults on a second-by-second

    basis while incorporating site process data

    • Health Scores from the Edge Device provide easy

    to understand fault analysis

    2

    1

    3

    46

    5

    TACH

    Predictive

  • Automation | Valves | Measurement | Process Control

    2

    1

    3

    46

    5

    TACH

    Predictive

    MECHANICAL FAULTS

    • ELECTRIC MOTOR

    1.BALANCE

    2.ALIGNMENT

    3.LOOSENESS

    4.BEARING FAULTS

    5.MOTOR FAULTS

    6.COUPLING FAULTS

    • PUMP ROTOR

    1.BALANCE

    2.ALIGNMENT

    3.LOOSENESS

    4.BEARING FAULTS

  • Automation | Valves | Measurement | Process Control

    Instrument and Valve Health

    Rotating Equipment Health

    Machinery Protection and Prediction

    DCS

    Process Data

    Persona based content delivery

    Data Analytics Platform

    Prescriptive Analytics

  • Automation | Valves | Measurement | Process Control

    Analytical Techniques

    DATA-DRIVEN

    Statistical models

    based on data using

    regression techniques

    (linear, logistic,

    polynomial, etc.)

    First principles

    based on physical and

    thermodynamic laws

    governing how things work

    PRINCIPLES-DRIVEN

    EXAMPLE: ESTIMATING PUMP

    REMAINING USEFUL LIFE (RUL)

    EXAMPLE: PUMP FAILURE EXAMPLE: ASSET AVAILABILITY

    PATTERN RECOGNITION

    EXAMPLE: PUMP EFFICIENCY

    Rules-based

    on observation and

    domain expertise,

    including Failure Mode

    Effect Analysis (FMEA)

    Pump

    Not Available

    Pump

    Available

    40

    Advanced analytics

    leveraging …

    Artificial Intelligence (AI)

    and…

    Machine Learning (ML)

    for pattern recognition

  • Automation | Valves | Measurement | Process Control

    Example – Root Cause Analysis

    SymptomLow Compressor

    Performance

    Root CauseExpander Vibration

  • Automation | Valves | Measurement | Process Control

    Collect condition

    data

    Centralized

    software

    application

    Manual analysis /

    Expert tools

    Manual reporting /

    integration to

    other systems

    C

    U

    R

    R

    E

    N

    T

    Collect vibration

    and process data,

    Apply embedded

    analytics

    Reports / Alerts /

    Messages

    delivered to user

    Advanced

    analytical tools

    N

    E

    W

    Remote

    Monitoring

  • Automation | Valves | Measurement | Process Control

    Results and Benefits

  • Automation | Valves | Measurement | Process Control

    Propane Export Facility

    • In the first 8 months of operation, over 200 potential risks have been identified

    and avoided via this program.

    • Included within these risks have been potential failures of the most critical

    control valves on site, as well as multiple compressor gearbox and LPG feed

    pump faults. All detected with PeakVue, trended and highlighted with the onsite

    continuous and periodic vibration monitoring program.

    Predictive

  • Automation | Valves | Measurement | Process Control

    Pulp & Paper Mill

    Year Number of

    Unpredicted Failures

    2006 52

    ↓ ↓

    2012 0

    2013 3

    2014 5

    2015 4

    2016 4

    2017 3

    2018 4

    2019 1

    Predictive

  • Automation | Valves | Measurement | Process Control

    Summary:

    • Condition monitoring enables predictive maintenance

    • Many fault-prediction technologies available

    • Technologies applied in different programs

    • Quantifiable business results

  • Automation | Valves | Measurement | Process Control

    Understanding and Applying Different Levels of

    Machinery Condition Monitoring

    Presenter: Carl Sheehan P. Eng.

    September 15, 2020

    Questions?