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Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Grouping Equipment for Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Creating External Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Envelope Families. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Statistically Generating Alarm Limits for Analysis Parameter Sets. . . . . . . 1-5
Assigning Alarm Limits and Recalculating Trend Data. . . . . . . . . . . . . . . . 1-6
Why Should I Use Autostat? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
Statistical Alarm Limit Generation For Analysis Parameter Sets . . . . . . . . 1-7
Statistical Narrowband Envelope Generation . . . . . . . . . . . . . . . . . . . . . . . . 1-8
Additional AUTOSTAT Envelope Generation Techniques . . . . . . . . . . 1-10

&KDSWHU $QDO\VLV*URXS2SWLRQV
Menu Bar Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Create Analysis Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Analysis Group Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Defined Analysis Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Source Envelope Family Selection Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Modify Analysis Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Defined Analysis Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Assign Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
Defined Analysis Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
Source Envelope Family Selection Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
Delete Analysis Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
Defined Analysis Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
List Equipment Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13

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Statistical Envelopes 1
Envelope Generation Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Data Selection Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Narrowband Envelope Construction Options . . . . . . . . . . . . . . . . . . . . . . 3-12
Spectral Data Selection Masks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17
Select Area/Equipment for Envelope Generation . . . . . . . . . . . . . . . . . . 3-21
Envelope Construction Data Inclusion Parameters . . . . . . . . . . . . . . . . . 3-22
Reference-Based Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Narrowband Envelope Analysis Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Source Envelope Family Selection Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Multiple Spectral Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-28
Narrowband Alert Envelope Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29
Modify Narrowband . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-31
Source Envelope Family Selection Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . 3-31
Select the Spectrum. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-31
Multiple Spectral Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-32
Spectral Display and Modification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-33
Manual Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-35
Definition Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-35
Interval Specification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-37
Manual Envelope Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-38
Manual Envelope Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-40
Modify Manual Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-41
Alert Envelope Selection Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-41
Assign Envelopes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-42
External Envelope Family Assignment Functions . . . . . . . . . . . . . . . . . . . 3-42
Deactivate Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-46
List Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-47

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Parameter Band Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Trend Parameter Alarm Analysis Options. . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Data Source Screening Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Trend Calculation Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
Data Screening Parameters - . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8

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Alarm Level Set-Up Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
Mask Selection Database Tree. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
Select Analysis Parameter Set. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
Select Alarm Limit Set. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
Data Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
Multiple Spectral Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15
Choose Next Action. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Edit Calculated Statistics and Alarm Levels. . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Permanent Database Modifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
Continue Previous Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22

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AUTOSTAT performs a statistical analysis on data in the AMS Suite: Machinery


Health Manager database to create narrowband external envelopes and alarm
limits levels for analysis parameters. Pieces of equipment which are similar in design
and exhibit similar characteristics in their vibration signatures can be grouped
together for such an analysis. Their spectral data is then used to statistically con-
struct these envelope limits and alarm limit sets.
After external envelopes and alarm limit levels have been created, other programs,
such as Diagnostic Plotting, NSPECTR Fault Analysis, and Exception Analysis, can
perform their analyses by comparing a given spectral or trend data set to the statis-
tically created limits. Two different types of envelope limit analysis are performed
by these programs. The envelope analysis utilizes either a statistically generated
envelope or an envelope constructed from a single spectrum, such as the reference
spectrum or a previous spectrum.
In addition to creating envelopes for entire groups of similar equipment,
AUTOSTAT offers a great deal of flexibility to customize the envelope alarms. This
customizing includes the ability to graphically modify the statistically created enve-
lopes.
AUTOSTAT also supports the creation of manually defined envelopes. The gener-
ation of this type of envelope involves specifying individual points and their corre-
sponding limits. The manually defined set of points is then used to construct an
envelope which, again, can be graphically modified.

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The external envelope database is a file in which all external
envelopes are stored, along with certain analysis group infor-
mation. This file is shared with other AMS Machinery Man-
ager applications that perform envelope exception analyses,
such as Diagnostic Plotting, NSPECTR Fault Analysis, and
Exception Analysis.


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The statistical alarms created by AUTOSTAT can be very useful tools in the analysis
process. However, AUTOSTAT is also a relatively complex program to setup the
first time. A variety of concepts and procedures are used that may not be familiar to
some vibration analysts, such as the concept of external envelopes. For this reason,
an optional tutorial mode is built into the program, with messages and specific
questions presented to help the user become familiar with the program and the
concept of external envelope generation. Some program functions are automated
in the tutorial mode to simplify the creation of external envelopes, and the inter-
face is designed to make it simpler for users to stay on the path that takes them
where they want to go. Once familiar with the program, the tutorial mode can be
turned off. The normal mode of operation uses the traditional menu-oriented
look and feel of AMS Machinery Manager.

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Some of the tutorial prompts may appear when you first enter
the program. You have the choice of following these prompts
or exiting to the normal sequence of screens. If you decide to
exit the tutorial mode of operation, you can re-enter it by
selecting Enable Tutor from the Tools menu on the
AUTOSTAT main menu.

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This section of the manual is designed to provide an overview of the program and
the steps involved in the process. Full explanations are provided in later chapters.

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If you are just beginning to use AUTOSTAT to statistically calculate narrowband
external envelopes, the first step is to create analysis groups made up of equipment
to be included in the analysis. The Create Analysis Groups option is used to make
this process as efficient as possible. This option is available on the programs main
menu in the Analysis Group Options column (see Analysis Group Options on
page 2-1).
Each analysis group will have a unique ID and a description to help identify the
group. The Group Information field is provided so that text may be entered to
describe the thinking involved in creating the group. Next, the database tree is dis-
played for selection of equipment to be included in the analysis group. This step is
necessary because only data from similar equipment should be used to construct
narrowband envelopes. Pieces of equipment that are members of the same analysis
group are considered to have data with similar vibration characteristics.

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Once analysis groups are created, individual pieces of equipment may also be
added later by using Autostats Modify Analysis Groups or through the Database
Setup program on the Setup/Communications tab of the CSI Main Menu. Equip-
ment may also be removed from an analysis group.
If databases are created using RBMWizard, an option is provided to enter an anal-
ysis group number as each machine is created.

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After pieces of equipment are placed in their proper analysis groups, the next step
is to define the scope of the analysis by going through the setup menus. The Enve-
lope Generation column on the AUTOSTAT main menu begins this process (see
Envelope Generation on page 3-1).
The first step requires that a database or a database group be specified from which
vibration data will be used for envelope construction. The setup menus allow the
display of several reports that provide details about the constructed envelopes. The
display of a graphical interface can also be requested, which results in the envelopes
being displayed along with spectral data. This interface allows the envelopes to be
modified using simple mouse movements directly on the screen.
If a user is not familiar with the envelope construction process, CSI recommends
that the scope of the analysis be limited to just a few pieces of equipment, possibly
a single area of a single database. The exception reports and the graphical interface
can then be explored without extensive computational time.
After envelope construction is complete, the View Log option on the Tools menu
on the Envelope Generation Parameters screen will display detailed information
about the individual envelopes constructed during the previous analysis.
Assignment and unassignment of envelopes can be performed after envelope con-
struction. Previously generated statistical envelopes may also be modified, listed in
report form, and activated or deactivated.

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(QYHORSH)DPLOLHV
When AUTOSTAT performs its statistical calculation of envelope limits, it will
create groups of envelopes called families. An envelope family is a collection of indi-
vidual narrowband envelopes associated with a measurement point. If a measure-
ment point experiences variable speed, load, or data resolution, a different
envelope will be created for each range of speed, load, or resolution. If a point nor-
mally has a constant speed and a constant load, then there will likely be only one
envelope in the family.
Each individual envelope serves as an exception limit which is applicable only for
data that falls within the range for which the envelope was constructed. If all of the
data used in envelope construction falls entirely within the same speed, load, and
resolution intervals, then the family will contain a single envelope.
Measurement points having the same ID, such as MOH (motor outside hori-
zontal), but associated with different pieces of equipment within an analysis group,
will reference the same envelope family if the suggested approach is applied.
The construction of different envelopes based on differences in the data character-
istics is useful because changes in such operational parameters can greatly affect the
vibration signature of the equipment. This technique attempts to insure that the
statistically calculated envelope limit is valid for the data set to which it is applied.
For example, this prevents a narrowband envelope generated from data having a
low machine speed and 120% load from serving as the exception limit for a data
set taken from the same measurement point and analysis group but having a high
machine speed and 60% load.

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This portion of the program performs statistical trend parameter calculations. The
Parameter Band Alarms option is located in the Trend Parameter Limits column
on the main AUTOSTAT menu (see Parameter Band Alarms on page 4-2).
A series of menus step through the process of defining the analysis. Perhaps the
most important step in the process is defining the analysis parameter set for which
an alarm limit set is to be created. The analysis parameter set specified will be used
for the parameter value calculations of each spectral data set included in the anal-
ysis.

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After the alarm limit levels are calculated, another powerful feature can assign the
analysis parameter set used in the analysis to each of the points from which data is
taken. This feature can also create and assign an alarm limit set containing the
values determined by the analysis. There is also a separate option to recalculate
stored trend data using the new analysis parameter set for each point from which
data is taken. (see Analysis Limit Set Disposition: on page 4-20)
If you are just becoming familiar with statistically generating alarm limits, CSI rec-
ommends that the analysis be limited to a few pieces of equipment. This allows
familiarization with the plots that are available after the alarm limits have been sta-
tistically calculated. Two plots are available for each parameter to help convey the
meaning of the calculated statistical values and alarm limits.

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Care should be taken not to recalculate the trend data in the database
when first becoming familiar with the program, since this process is
irreversible.

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This section provides additional background information to help explain the
advantages of AutoStat over previously available analysis methods.

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In the past, alarm levels were commonly set only for the overall vibration level of the
entire spectrum. For pieces of equipment where a one-times running speed vibra-
tion dominates its spectrum, the presence of a fault that is not directly related to this
one-times energy level will often not significantly affect the overall value of the spec-
trum. As a result, CSI began providing six analysis parameter bands, each of which
could have its own alarm level value. Later, CSI increased the maximum number of
analysis parameter bands to twelve, in addition to the overall parameter band.
Once the locations of the parameter bands are defined, the value at which they
should trigger an alarm must still be determined. Since the parameter value calcu-
lated for a given parameter band represents the sum of all the energy contained
within the band, as opposed to the value of the highest peak, defining alarm levels
may not be an intuitive process for many. In addition, defining the appropriate
alarm levels for all of the equipment types that are present in a facility may be quite
difficult, as well as time consuming.
AUTOSTAT statistically calculates alarm limit levels for the individual analysis
parameter bands by analyzing the data associated with similar pieces of equipment.
These similar pieces of equipment should have the same components present, sim-
ilar operational parameters, and should likely be mounted in the same way. The
key is that their vibration signatures appear similar when there are no faults present
on the individual pieces of equipment. In most cases, a separate analysis should be
performed on each component in the machine train. In many cases, each bearing
location usually will have enough data to support a separate analysis.

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In addition to the alert and fault levels for a given alarm limit set, AUTOSTAT also
generates the mean and standard deviation for each analysis parameter band
included in an analysis. The analysis parameter set used in an analysis, and the
alarm limit values calculated, can then be automatically applied to the measure-
ment points from which data was taken for the analysis. The trend data for a mea-
surement point can also be automatically recalculated based on the new analysis
parameter set, since any change in a points analysis parameter set can invalidate
the stored trend data.

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The problem with analysis parameter bands is that they still do not examine the
amplitude of the individual spectral peaks directly associated with a given fault con-
dition and the resulting changes, or deviations, in the spectral levels.
Parameter bands examine the sum of the amplitude or energy of all peaks present
in the region of the spectrum for which the band is defined. Thus, a significant
peak that may be inherent to the design of a machine, such as gearmesh, can pre-
vent the detection of smaller peaks in the same region. The sudden appearance or
increase of this smaller peak may be of more interest than the behavior of the rela-
tively stable peak that dominates the parameter band.
Thus, the next logical step in an effort to effectively analyze vibration data is to per-
form the analysis on a peak-by-peak basis. It follows that each of these peaks must
have its own value at which to trigger an alarm. Since there are typically hundreds
of peaks present in a given spectrum, this is rarely practical. Manually defining each
of these individual bands and its appropriate alarm limit level would be a difficult
task for a single point. Imagine defining this type of limit criteria for every point in
an entire database. AUTOSTAT performs the envelope limit construction and
assignment in a more automated manner than it calculates the alarm limit levels
for analysis parameter bands.

 $XWRVWDW2YHUYLHZ
After using AUTOSTAT to construct narrowband external envelopes, exceptions
analyses can be performed on a peak-by-peak basis. This type of analysis associates
each reported exception with the peak that was generated as a direct result of the
fault that is present. This type of analysis is especially important in Nspectr, since
Nspectr performs its analysis based upon the exceptional peaks of a given spec-
trum. One could argue that the statistical analysis should be performed on a line-
by-line basis, but this approach would not be practical. One reason is that the
energy of a given spectral line may change seemingly arbitrarily to the left or right
by one line from one reading to the next. This approach would also not handle
speed shifts effectively. Perhaps most importantly, faults generate entire spectral
peaks, not individual lines of energy.
AUTOSTAT creates individual envelope families and assigns them according to
their analysis group and measurement point. For a piece of equipment with vari-
able operational parameters, its envelope family contains several external enve-
lopes that will be applied to different spectra depending on the speed, resolution,
and load of the data. The envelopes present in a family depend on the data avail-
able at the time of construction. A piece of equipment that has a constant speed
and a constant load will generate a family containing a single envelope. Different
envelopes are created for different operational parameters so that when an enve-
lope is requested by an analysis application, only an envelope that was constructed
using data with similar operational parameters is returned. This helps to insure that
the statistically calculated limit is valid for the spectrum to which it is applied. An
analysis can thus be performed by comparing individual spectral peaks to the statis-
tically determined limit that is present at the peaks frequency.
The construction of each individual envelope also needs to be briefly discussed. At
this point, assume that the analysis group, measurement point ID, speed interval,
resolution interval, and load interval of an envelope that is to be constructed are
known. There are a number of data collection parameters that must be consistent
between the spectra used to construct an individual envelope. These parameters
include the sensor units of the spectrum, the window type, the type of spectral
weighting, the type of spectral averaging, and the use of demodulation devices.

:K\6KRXOG,8VH$XWRVWDW" 
The peaks of each accepted construction spectrum are first order-normalized and
widened to three bins. Each spectrum is then passed to a statistical update module,
where the mean, sigma, and number of sample arrays are updated for each line in
the spectrum. All of the applicable spectra are used to update these statistical arrays
in an initial pass. This pass is used mainly to calculate arrays containing the mean,
sigma, and number of samples that represent the entire data set. These arrays are
used to calculate an outlier, or exception, limit for each individual line. In subse-
quent passes, data values can be considered outliers and rejected from the statistical
calculations if they are above the corresponding outlier limit. The outlier limit is
found using the Grubs method, which essentially defines a number of standard
deviations that is added to the mean value to define a limiting value for each line of
the spectrum. The number of standard deviations that is added to the mean for a
given line is a function of the number of samples. The greater the number of sam-
ples, the greater the number of standard deviations to use as an outlier limit. This
follows logically from the fact that a greater number of samples allows more confi-
dence in calculated statistical values. It should be noted here that the sides of peaks
are not tested against their limiting values, and if the central value of the peak is
found to be exceptional, then its two sides of the peak are also considered outliers.
If outliers are found, this information is recorded by an array which sums the
number of outliers on a bin-by-bin basis. After the requested number of outlier
rejection passes has been performed, the constructed envelope can be displayed
graphically, and the envelope limit can be customized using simple mouse move-
ments.

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External envelopes may also be defined manually using a menu-type approach.
This allows the specification of points on the envelope curve, with straight lines
drawn between the points to define the envelope limit. Graphical modification
using the mouse is also available for this type of envelope.
External envelopes can also be created from a reference spectrum associated with
a single point in a database. Graphical modification using the mouse is also avail-
able for this type of envelope.
AUTOSTAT provides a number of peripheral functions necessary to maintain and
modify the envelopes present in the envelope database. Among these functions is
the ability to assign a previously constructed envelope family to measurement
points in the AMS Machinery Manager database.

 $XWRVWDW2YHUYLHZ
Previously generated envelopes can also be modified graphically to customize the
shape of the limit. Envelopes within the envelope database can also be deactivated.
The program can also print a listing of the envelopes present in the envelope data-
base to the screen.
AUTOSTAT also allows the definition of analysis groups and the assignment of
equipment to the defined groups.
An envelope database file can be associated with multiple AMS Machinery Man-
ager databases. This is the file where all generated envelopes are stored. It should
be noted that several AMS Machinery Manager databases can share the same enve-
lope database, since data can be pulled from across databases to statistically con-
struct envelope limits.

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An important step toward using AUTOSTAT effectively is creating Analysis Groups


and assigning pieces of equipment to these groups. Pieces of equipment with sim-
ilar vibration signatures should be assigned to the same Analysis Group so that sim-
ilar data will be used when creating narrowband envelopes.
If the envelope construction process is new or unfamiliar, it is recommended that
a practice group be created of limited size, such as a few pieces of equipment. This
initial practice group can be deleted later, if desired, or it can be expanded to
become a more useful Analysis Group.

0HQX%DU2SWLRQV

1RWH
The following section provides an overview of Menu Bar
options on the AUTOSTAT top level menu. Some of the
options described here may be inactive and thus not available
for use as you go down through various AUTOSTAT windows,
menus, and dialog boxes. Additional options may also
become available that are not described here. These will be
described in the explanation for the window, menu, or dialog
box in which they appear.

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Open Database - This option is used to select a database or database group to be
opened and used in the AMS Machinery Manager system. Database groups may be
selected for editing here, as well. A password may be assigned to a database in this
window, or the database may be selected as Read Only.
Save Listing to File - This option is not used in this program.
Print - When a listing or report is displayed on the screen, it may be printed by
selecting this option. This performs this same as clicking on the tool bar button
with the picture of a printer on it.


Print Setup - This option displays the standard Windowstm print window for selec-
tion of a printer to be used.
Output Destination - Four destinations are available for output: Screen, Printer,
Disk File, or Previewer. You may also set the margins for your output from this
screen.
Print Now -
Plot Colors - This option will display a listing of all portions of the AUTOSTAT
screens for selection of colors to be used. There is a default color scheme all ready
setup in AUTOSTAT which can be modified, or up to three additional color
schemes may be configured. To change the color of a portion of the screen, click
on the portion to be changed, such as Background, then click on the Change
button. A color pallet will be displayed for color selection.
End Disk -
Prototype Database - This option displays the Database Selection window for
selection of a prototype database. This is the database to be used if the Tools option
ProtoType DB is invoked.
Exit - This option will close the program in use, such as ATUOSTAT, and return to
the main AMS Machinery Manager menu. On the AMS Machinery Manager main
menu, this option will close the AMS Machinery Manager program.

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Undo - this option undoes the last Edit menu action taken.
Cut - this option deletes highlighted text.
Copy - this option will copy highlighted text, storing it in Windows Scratch Pad, for
pasting elsewhere.
Paste - this option will paste text or graphics stored in Windows Scratch Pad to the
location or field in which the cursor resides.
Graph Font - not used in this program.
Graphic Capture - not used in this program.

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Function Bar - The options on the Tools menu may be presented constantly as
buttons on the right side of the screen by checking this option.
Listing Function Bar - not used in this program.

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Graphics Function Bar - displays the graphic icon for each of the Function Bar
(Tools) options.
Plot Tool Bar - not used in this program.
Plot Jump Tool Bar - not used in this program.
Tree Options - This determines which technology points will appear in the data-
base tree when it is displayed (e.g. Vibration/Motor, Oil, and IR). It may also be
specified here if the full description for a measurement point is to be displayed.

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Tile - When multiple windows are displayed, this option will have them all appear
on the screen at once, adjusting their size so they all fit on the screen.

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Main Options - displays the AMS Machinery Manager main menu.
Station - not used in this program.
Database - displays the Database Selection dialogue box.

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The options on this menu will change dramatically from screen to screen. Explana-
tions will appear for each screen that contains Tool options. These options will also
appear as buttons on the Function Bar on the right side of the screen.

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Help - this option invokes the AUTOSTAT on-line help system, with Contents,
Index, and Search capabilities.
About - this option will display the version number of the AUTOSTAT program,
and the date the version was released.


Create Analysis Groups
From the Analysis Group Options column on the main AUTOSTAT menu, select
the option Create Analysis Groups.

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Complete the fields on this screen to create an new analysis group.

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Analysis Group ID - this must be an integer between 1 and 1000. The next avail-
able ID number will be displayed automatically. If a number is entered that has
already been used, the system will give a message that a unique ID must be entered.
Analysis Group Description - this can be up to forty characters in length. The
description should help you remember what type equipment is in the group. This
field will appear in analysis group selection menus.
Group Information - enter up to eight lines of text, up to forty characters per line,
that describe the criteria used to select equipment for this group. When adding
equipment to analysis groups, this information will help ensure the equipment is
placed in the proper groups.
Click OK when the fields are complete. You will be given the option of assigning
equipment to this group now, or saving the group and returning to the main
AUTOSTAT menu and assigning equipment later.

Create Analysis Groups 


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If you elected on the previous screen to assign equipment now, a list of currently
defined analysis groups will be displayed. Select the desired analysis group by
double clicking it, or clicking it once to highlight it then clicking OK.

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Click on the desired Area on the left side of the window and the equipment within
the selected area will be displayed on the right side of the window. To select a piece
of equipment, either double click on it or click it once and click on OK.
If the list of equipment extends beyond the bottom of the window and the desired
piece of equipment is not shown, you may either use the scroll bar at the right of
the equipment listing to scroll down the list, or click on the Machine ID button to
enter an equipment ID and the list will scroll to it automatically.
When all equipment has been assigned, select Finished from the Tools menu, or
click on the Finished button on the right side of the screen.
To remove equipment from an Analysis Group, use the Unassign option on the
Tools Menu/Function Bar, or use Database Setup program on the CSI Main Menu
to edit the desired equipment. Enter 0 (zero) for the Analysis Group ID No. to indi-
cate no analysis group for this piece of equipment.

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Summary Info - lists each piece of equipment in the highlighted area, along with
the equipments description and number of measurement points.

Create Analysis Groups 


Point Info - for the piece of equipment highlighted in the right column, this
option will display Status of Measurement Points for each measurement point. This
listing includes the points ID, description, and the last date for trend, spectrum,
and waveform data.
Unassign - clicking this button will remove the highlighted piece of equipment
from the analysis group.
Statist Info - for the piece of equipment highlighted in the right column, this
option will display Examining Point Statistics. This listing includes the Point ID,
Number of Averages, Point Baseline, Point Mean, and Point Sigma. Also listed for
this equipment are the Total Number of Points, Average Overall, and the Average
Baseline.
Equipment ID - if the list of equipment extends beyond the bottom of the screen,
this option will search the equipment list on the right side of the screen for a specific
piece of equipment.
Finished - this option indicates that all equipment has been selected for assign-
ment to this analysis group. You will be offered the option of creating another anal-
ysis group. A No response will return to the main AUTOSTAT screen.

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Modify Analysis Groups
This option is used to modify the Analysis Group Description or Group Informa-
tion for an analysis group.

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When the Defined Analysis Groups listing is displayed, either double click on the
desired group, or single click on the desired group and click OK.
Modify the Analysis Group Description or the Group Information field, as desired,
by clicking the field once then keying in your changes. When modifications are
complete, click OK or click the check mark on the tool bar at the top of the window.

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Assignments - displays the Listing of Analysis Group Assignments on the screen.
This report may be printed by clicking the printer button on the tool bar at the top
of the screen.
Finished - saves changes made to the groups and returns to the main AutoStat
menu.
OK - accepts the highlighted group as the one to be modified and displays the Anal-
ysis Group Definition screen. The analysis group ID, definition, or information may
then be modified as needed. OK will save the changes and return to the above
selection screen.
Cancel - returns to the main AUTOSTAT window.

Modify Analysis Groups 


Assign Equipment
From the list of Analysis Group Options column on the main AUTOSTAT menu,
select Assign Equipment. This option is used to assign specific pieces of equipment
to a specified Analysis Group.

Defined Analysis Groups

When the Defined Analysis Groups listing is displayed, select the desired analysis
group by either double clicking on it, or by clicking on it once then clicking on OK.
The Source Envelope Family Selection window will appear with the tree of Areas
within the active database.

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Assignments - this option will display a Listing of Analysis Group Assignments to
the screen. Depending on the current selection under File - Output Destination, a
copy may also be sent to Previewer, Printer, or Disk File.
Finished - this option will return to the main AUTOSTAT menu.
OK - accepts the highlighted Analysis Group for assigning additional equipment.

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Select the desired Area by clicking on it once to highlight it. The equipment within
the selected Area will be displayed on the right side of the window. To add the
desired piece of equipment to the analysis group, either double click on it, or click
on it once then click on OK. The analysis group number will appear to the right of
the piece of equipment.
If the list of equipment extends beyond the bottom of the window and the desired
equipment is not shown, you may either use the scroll bar at the right of the equip-
ment listing to scroll down the list, or click on the Machine ID button to enter an
equipment ID and the list will scroll to it automatically.
When all equipment has been selected, click on either the left-arrow button on the
tool bar at the top of the screen or the Finished button on the Function Bar.

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Summary Info - lists each piece of equipment in the highlighted Area, along with
the equipments description and number of measurement points.
Point Info - for the piece of equipment highlighted in the right column, this
option will display Status of Measurement Points for each measurement point. This
listing includes the points ID, description, and the last date for trend, spectrum,
and waveform data.
Unassign - clicking this button will remove the highlighted piece of equip-
ment from the analysis group. Equipment may also be removed from an
analysis group by editing its analysis group number in Database Setup.
Statist Info - for the piece of equipment highlighted in the right column, this
option will display Examining Point Statistics. This listing includes the Point ID,
Number of Averages, Point Baseline, Point Mean, and Point Sigma. Also listed for
this equipment are the Total Number of Points, Average Overall, and the Average
Baseline.
Equipment ID - if the list of equipment extends beyond the bottom of the screen,
this option will search the equipment list on the right side of the screen for a specific
piece of equipment.
Finished - accepts the equipment assignments made to this group, then returns to
the previous group selection window.
OK - assigns the highlighted piece of equipment to the group.
Cancel - returns to the previous group selection window. Any assignments already
made will be retained.

Assign Equipment 


Delete Analysis Groups
From the list of Analysis Group Options on the main AUTOSTAT menu, select
Delete Analysis Groups. This option is used to delete Analysis Groups no longer
needed.

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To delete a group, either double click on the desired group, or click on it once then
click on the OK button.

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Assignments - creates a listing to the screen of all areas within the active database,
and lists all equipment that has been assigned to any analysis group, along with the
group number to which it has been assigned.
Finished - accepts deletions made so far and returns to the main AUTOSTAT
window.
OK - deletes the highlighted analysis group. You will be prompted to confirm the
desire to delete this group.
Cancel - accepts deletions made so far and returns to the main AUTOSTAT
window.

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List Equipment Assignments
From the list of Analysis Group Options on the main AUTOSTAT window, select
List Equipment Assignments.
This option will create a listing on the screen of all equipment within all areas. If a
piece of equipment has been assigned to an analysis group, the group number will
appear next to the piece of equipment. If a piece of equipment has not been
assigned to any analysis group, its group number will be 0 (zero).

List Equipment Assignments 


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6WDWLVWLFDO(QYHORSHV
From the Envelope Generation column on the main AUTOSTAT menu, select the
Statistical Envelopes option.

This portion of the AUTOSTAT program allows you to statistically generate alarm
levels for analysis parameter bands. This branch of AUTOSTAT is designed to sys-
tematically scan through the contents of up to eight AMS Machinery Manager
databases in addition to the prototype database. An analysis can also scan a pre-
defined database group. Because AMS Machinery Manager databases can contain
many types of equipment whose vibration signatures have nothing in common,
Autostat provides ways to limit the elements (database, area, equipment, machine,
measurement point) that will be included in each analysis session. Use the fol-
lowing menus to limit the scope of the analysis.


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Databases to Scan: specify whether the analysis will be performed on a single Pro-
totype Database or a Database Group. If Database Group is selected, then a menu
will be presented for selection of the desired databases.
Range to Scan: if a single database will be used, specify whether to scan the entire
database, a selected area, an entire route, or a single piece of equipment.
Technology to Include: If the current software installation has both periodic and
online vibration enabled, then this option will be available. Use this item to specify
which technology is desired for the current analysis.
Log File: the name of the currently active log file will be shown. The log file con-
tains detailed information about each envelope constructed. It can be examined
after an analysis to give a clear picture of what the constructed envelopes represent.
Overwrite Existing Log File asks whether an existing log file should be deleted
before an analysis is performed, since each analysis generates it own unique log
information.

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PID Codes - allows definition of point identification codes as used in the current
database. The characters used for Component, Position, and Orientation identifi-
cation are specified. In the example database, point ID codes are setup in the order:
component first, position second, then orientation third. Thus, for the point MIH,
the M specifies the component (in this example, motor), the I specifies the position
(in this example, inboard), and the H specifies the orientation (in this example,
horizontal). The order of these characters for component, position, and orienta-
tion should represent the same order that was used in setting up the database.
Log File - displays a dialog box for selection of the log file for this analysis. Select
the location and file name to be used. Either enter a name for a new log file, or click
on an existing log file name to overwrite it.
View Log - displays on the screen the contents of the log file, and is most com-
monly selected after an analysis has been performed.


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This menu provides the ability to create masks to determine exactly what data will
be included in the analysis. For example, you may select all equipment within a cer-
tain analysis group, or all equipment whose area IDs begin with certain letters, or
all measurement points whose IDs begin with a certain letter. Analysis parameter
sets and alarm limit sets can also be used to mask data for inclusion.

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Match Analysis Group ID: uses the analysis group ID specified in the input field
to the right of the check box to restrict construction data to equipment within the
specified analysis group. These analysis group IDs are tied to individual pieces of
equipment in the database, and may be modified in any of three places: Database
Setup program, RBMWizard program, or the Analysis Group tool option on the
first menu of this program.

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Match Area ID: uses the area ID specified in the input field to the right of the
check box to restrict construction data to machines within that same area. This
option is hidden if analysis is being performed on a single piece of equipment, all
equipment in a route, or all equipment in area from a single database. Wild cards,
?s, and *s may be used in this input field to further customize the analysis.
Match Equipment ID: uses the equipment ID specified in the input field to the
right of the check box to allow only data from equipment having that same equip-
ment ID. This option is hidden if analysis is being performed on a single piece of
equipment from a single database. Wild cards, ?s, and *s may be used in this input
field to further customize the analysis. If this option is selected, see Select Area/
Equipment for Envelope Generation on page 3-21.
Match Equipment Classification: uses the equipment classification specified in
the input field to the right of the check box to allow only data from equipment
having that same equipment classification. This option is hidden if the analysis is
being performed on a single piece of equipment from a single database. Wild
cards, ?s, and *s may be used in this input field to further customize the analysis.
Match Measurement Point ID: uses the measurement point ID specified in the
input field to the right of the check box to allow only data from measurement
points having that same ID. Wild cards, ?s, and *s may be used in this input field to
further customize the analysis. For example, all points whose ID begins with M can
be selected by using M* or M??.
Match Analysis Parameter Set: uses the analysis parameter set specified in the
input field to the right of the check box to allow only data from measurement
points having the same analysis parameter set.
Match Alarm Limit Set: uses the alarm limit set specified in the input field to the
right of the check box to allow only data originating from measurement points
having the same alarm limit set.


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Line by Line Outlier Information Displayed: defines which output is to be dis-


played during envelope construction. The selections are
No Information Displayed - no outlier information will be displayed.
Cumulative Exception Summary - gives a line-by-line summary of the
outliers that were found in the construction spectra when generating
an external envelope.
Individual Spectral Comparison - provides a comparison between the
constructed envelope and an individual spectrum from which it was
constructed. For each of the construction spectra, an envelope
exception report will be generated. This exceptions analysis is the same
type of comparison that is performed by Diagnostic Plotting, NSPECTR Fault
Analysis, and Exception Analysis. Instances where spectral values
exceed the envelope limit will be reported.

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Both Cumulative and Individual - after the cumulative exception
summary is displayed, each of the individual spectral comparison
reports will also be displayed.
Sort Exception Summary By Number of Outliers: the exception summary
report will be sorted by the number of exceptions that were found per line. The
line with the highest number of exceptions will be displayed first.
Confirm Family Assignment Changes During Construction: changes in
envelope assignments will be confirmed. This will occur after each envelope family
is created and is ready for assignment. The selection of this item will prohibit an
analysis that is uninterrupted, requiring confirmation for changes if previous enve-
lope families have been assigned in the AMS Machinery Manager database.

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This option allows selection of data based on content of the Note Codes
and/or Spectral Data Labels.


Perform Search Based On a Search: examines either the notecodes that are
tied to individual pieces of equipment or the labels associated with the spectral data.
If a search is selected, the following parameters will be used to perform the search.
Text String: allows searching for equipment that have the specified string of text
in their notes, then including all equipment whose notes include the text string.
The contents of this field may be entered manually, or the Show Notes tool may be
used to bring up a list of all the notecodes that are referenced in the database.
Specify Significance of Finding String Relative To Search: this item has sev-
eral options to specify the significance of a match found between the text string
above and notes for data on a given piece of equipment. These options affect the
data that will be used from the machine on which the text string match is found.
The options are:
Include data back to latest instance
Include data back to and including latest instance
Include data back to earliest instance
Include data back to and including earliest instance
Include only data found with this string
Omit data found with this string
Search Must Result In Exact Match: the exact text string must be found before
it is considered to be a match. No additional text must be present. If this item is not
selected and the specified text string is found anywhere within a notecode or spec-
tral label, then it will be considered a match.

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Low Side Check

This option accesses a menu that presents a number of spectral calculations that
can be used for low-side exceptions testing. Low-side exceptions are generally used
to indicate that the entire data set is most likely invalid, for example, if a reading was
taken with the machine out of service. If the spectral feature is to be checked, then
the mean value for the feature minus the specified sigma will be used as the low-side
exception limit.
Intervals: RPM, Load, Resolution
Selecting one of these three functions will result in the display of an interval speci-
fication menu. These three menus define sorting criteria for data that has already
been classified based on analysis group and measurement point (s), and these
intervals define the structure of the sets that are constructed. Input fields can be
modified by typing in the desired value, and the update function button can be
used to update the lower limit column of the menu.


Each of the menus contains four Tools/Function Bar options:
Del Intervals is used to delete an intervals no longer desired. Click
the interval to be deleted, highlighting it, then click the Del Interval
button.
Add Interval is used to add another interval at the end of the current
list of intervals. The added interval will use the same increment from
the last interval as the one before it. For example, if the last two inter-
vals are 500 rpm different, the added interval will be 500 rpm higher
than the last one.
Insert Interval is used to create a new interval below the highlighted
interval. The interval will fall midway between the two intervals it is
placed between.
Update will save the new interval settings.
RPM Intervals

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Resolution Intervals

Load Intervals

Show Notes - all of the equipment in the database will be searched for the pres-
ence of notecodes. All of the notecodes that are found will be available as items in
a menu. The notecode of interest can be selected from this menu, after which it will
be entered automatically into the notecode Text String field on the Notecode
Search tab.


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This screen appears after completion of the Envelope Generation Parameters
screen and the Data Selection Options screen.

Generation Options Tab

10

Create External Envelope Families Based On: determines how data will be
grouped together for envelope construction. The first option will create envelopes
that are based on the individual point IDs. The program will not combine data
from different measurement point IDs in this case, but will construct individual
envelope families for each point. The second option allows data from each bearing
location to be combined for envelope construction, resulting in the generation of
envelope families for each bearing location of the machine.

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This option should only be selected if there is a limited amount of data available on
the equipment for which envelopes are to be created. Selecting the third option
will result in all the data from an entire component being combined for envelope
construction. This means that data from different points of a given component will
not be differentiated based on the measurement point ID, but combined into a
single envelope family. This option should only be selected if there is a very limited
amount of data available on the machines for which envelopes are to be created. If
the second or third option is selected, it is essential that the PID codes be correctly
defined. These codes are accessible via a tool option available on the previous
menu.
Create A Narrowband Alert Envelope For Each Statistical Envelope That
Is Constructed: results in the creation of an alert envelope for every statistical
envelope that is generated. The alert envelope will be created using the parameters
that are located on the Construction Parameters tab of this menu. These alert
envelopes will be tied to statistical envelope family from which they were created.
Graphically Display Each Envelope That Is Constructed During The Anal-
ysis: this option is similar to the previous one. It enables alert envelopes to be gen-
erated from the statistical envelopes. However, this option will result in the display
of the alert envelope along with a maximum value curve. The maximum value
curve represents the highest value on a line-by-line basis for entire set of data used
to construct the statistical envelope. The envelope that is presented can be graphi-
cally modified using simple cursor operations. (Modify Manual Envelopes on
page 3-41)
Present Each Individual Construction Spectrum Compared To Its Con-
structed Envelope: results in the graphical display of individual plots present in
the constructed envelope and the individual spectra used in envelope construc-
tion. The envelope limit may be graphically modified at this point, and it will be
saved as an alert envelope that is associated with the statistical family. (Modify
Manual Envelopes on page 3-41)
If Included Spectra are Found to be Out of Bounds: if included spectra are
found to be out of bounds, AUTOSTAT performs an examination of the data that
is being used to construct narrowband external envelopes at several different levels.
If a spectrum or group of spectra are found to be outside the nominal range of the
other spectra that are to be combined, then AUTOSTAT can exclude it from
external envelope construction. Regardless of the setting for this option, outliers
will still be examined on a line-by-line basis, but entire spectra will not be excluded.


The three available settings determine the level of interaction required to exclude
spectra that are identified as suspect:
Do Not Reject Any Spectra selecting this option means that no
spectra will be rejected, even if they are outside the range of accept-
able limits.
Reject Only With Manual Confirmation selecting this option will
result in the presentation of prompts during envelope construction
that give information about a spectrum or group of spectra that are
found to be out of bounds. If spectra are to be excluded, confirma-
tion must be given.
Automatically Reject Spectra if this item is selected, the spectra that
are found to be out of bounds will be excluded automatically.

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11

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Number of Passes to Check for Outliers: enter the number of passes which the
program will use to check for exceptional data. For each of these passes, the pro-
gram compares each bin of each construction spectrum against an outlier limit
generated in the previous pass. A greater number of passes decreases the risk of
using bad data to construct an envelope and will result in a more conservative final
envelope limit, but it also increases computational time. Each pass further refines
the envelope limit, which means that more outliers are rejected each pass through
the construction data.
Minimum Number of Construction Spectra: enter the minimum number of
spectra that should be used to construct an external envelope. If the number of
spectra that are found is less than this number, then the envelope will not be stored.
During envelope construction, entries are made in the log file for instances where
there were not enough construction spectra to meet this criteria.
Envelope Window Type: determines the method used to define the envelope
windows throughout the spectrum (Fixed Delta or Percentage).
Width (Lines/Percent): defines the width of the envelope windows. If a fixed
width has been selected, enter the desired width in number of lines of resolution
(five lines minimum). If constant percentage has been selected, enter the desired
width in percent.
Profiler Alarm Level: provides an absolute alarm level to be applied to each fre-
quency as a maximum limit that the envelope will not be allowed to exceed (or in
frequency ranges not covered by the reference spectrum). Toggling between Min-
imum, Standard, and Maximum allows you to specify a profile of progressively
larger amplitudes.
Profiler Alarm Override: a Yes or No answer is required. The profile alarm level
is applied to place a maximum value on each frequency range in the envelope spec-
trum. This is always done when no Reference Spectrum has been selected or when
the Reference Spectrum does not cover the frequency range of the spectrum being
tested (for penetrations). The Profiler Alarm Override field allows you to force the
profile alarm level to be applied even when a Reference Spectrum is defined.
Standard Deviation Alarm: specifies the number of standard deviations to add
to the mean value spectral data. This is done independently for each line in the
spectral data.
Maximum Percent Alarm: based on a percentage of the highest amplitude
within the window.


Envelope Alarm Units: defines the units that will be used to specify the Max-
imum Delta and Maximum Absolute alarm levels as velocity units or as a percent of
the overall alert.
Maximum Absolute Alarm: an absolute amplitude value that does not change
with the window amplitude value.
Maximum Delta Alarm: obtained from the result of the entered value plus the
highest amplitude within the window.
Minimum Absolute Alarm: specifies the minimum alarm level permitted for
this spectrum. The alarm level for each window of the envelope is then established
as the lower of maximum percent/delta/absolute alarms. However, if this estab-
lished level is lower than the minimum absolute alarm, then the established level
becomes the minimum absolute alarm.
Minimum Delta Alarm: defines the minimum amount of change between the
test spectrum and the reference or mean value spectrum that must exist before an
alarm condition is indicated. This test is applied independently for each window
interval in the envelope limit.
Setup Alarms in Velocity Units/Percent Alert: This button is used to change
the units of the previous four fields from velocity units to percent alert.

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Default Setup - resets the parameter values to their default values.
Save Setup - allows storage of two envelope generation parameter sets. A thirty
character description may be entered to describe the set.
Recall Setup - allows selection of one of the two user-defined envelope definition
parameter sets to replace the current parameter values.
OK - continues to the Spectral Data Selection Masks screen.

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After the Narrowband Envelope Construction Options screens are filled out and
accepted, this screen will be displayed.

6SHFWUDO0DVNV7DE

12

This menu allows you to limit the data used in envelope construction at the spectral
level. The options include restricting data by date range, rpm range, load range,
collection type, tag, and sequence range. The second tab contains options
regarding rpm location.
Limit Date Range: used if spectra only from a specific date range are to be in
envelope construction. The date range of interest must then be specified in the fol-
lowing two items.
From: enter starting date if only spectra from a specific date range are
to be included in the study.
To: enter ending date if only spectra from a specific date range is to
be included in the study.


Specify RPM Range: used if spectra only from a specific RPM range are to be
included in external envelope construction. Supply the RPM range of interest in
the following two items.
From: enter the minimum RPM of interest if only spectra from a spe-
cific RPM range are to be included in external envelope construc-
tion.
To: enter the maximum RPM of interest if only spectra from a specific
RPM range are to be included in external envelope construction.
Specify Load Range: if spectra only from a specific LOAD range are to be
included in external envelope construction, then check this selection item and
supply the LOAD range of interest in the following two items.
From: if only spectra from a specific LOAD range are to be included
in envelope construction, then supply the minimum LOAD of
interest here.
To: if only spectra from a specific LOAD range are to be included in
envelope construction, then supply the maximum LOAD of interest
here.
Spectral Limitations: spectra taken on a normal route can be distinguished from
data taken in the ANALYZE mode of the data collector.
Collection Type: if only data collected in a certain manner is to be
included, then choose the desired collection method.
Spectral Tag: tags can placed on each spectra stored. If tags are used
to determine which subset of spectra to use in external envelope con-
struction, then choose the desired set here.
Sequence Range: if only the first or last spectra are to be analyzed,
then choose the pertinent option accordingly.

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13

Format For Speed Values: choose either RPS or RPM for the speed input
format.
RPM Confidence Factor: values range from within 30% (low confidence) to
within 5% (high confidence).
RPM within 30%
RPM within 20%
RPM within 10%
RPM within 5%
Using an algorithm based on the spectral harmonics, proximity of the peak to the
stored speed, etc., the program estimates an RPM and an associated confidence
factor. If the calculated confidence factor is lower than the one entered in the
menu, the stored speed is used. If the calculated confidence factor is higher, then
the estimated RPM is used.


Save any Modified RPM: allows you to permanently update the speed of the data
set with the altered RPM label (which can be located by using any of the following
options).
Locate the RPM of the Spectra if...
Previously Unlocated: (normally on) locates the rpm of the spectra if
it has not been located by any means in the past.
Located by Algorithm: (normally off) recalculates the rpm of the
spectra if it was previously located by the rpm location algorithm.
Measured from Tach: (normally off) recalculates the rpm of the
spectra previously measured from a tach.
Manually Set by User: (normally off) recalculates the rpm of the
spectra if it was previously manually set by the user.
Electrical Line Frequency: enter the electrical line frequency (normally 50-
60Hz).

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If Area or Equipment was selected for the analysis, the database tree will appear for
selection of the desired area or equipment. (see Data Selection Options on page
3-4)

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Summary Info - for the Area highlighted, shows each piece of equipments ID,
description, and number of points.
Route Info - if the Range to Scan on the Envelope Generation Parameters
screen is set to Entire Route, this tool will display all information stored
for each route.
Point Info - this tool will be available if the Range to Scan on the Envelope
Generation Parameters screen is set to Single Equipment. Each point on
the piece of equipment highlighted will be listed, with the option of
showing either Status Information or Analysis Sets.
The Status Information option will display each points Date of Last
Trend, Date of Last Spectrum, and Date of Last Waveform.
The Analysis Sets option will display each points RPM, Parameter Set
ID, Alarm Limit Set ID, and Technology.
Machine ID - this tool will be available if the Range to Scan on the Envelope
Generation Parameters screen is set to Single Equipment. If the list of
equipment extends beyond the bottom of the screen, you may use this
tool to enter the ID of the desired piece of equipment and it will be found
on the list and highlighted.

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After all selections have been made, the program will make a series of calculations
with display on the screen to indicate when equipment has been processed. This
display may be directed to a printer, disk file, or Previewer by using the File com-
mand, Output Destinations option.
If the option Graphically Display Each Envelope That Is Constructed During the
Analysis was chosen, a spectral graph will be displayed after each envelope is calcu-
lated.


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This option appears after calculations are complete unless Single Equipment or
Entire Route was selected for the Range to Scan.

14

Each of the options available is listed, along with the number of points
used in the analysis that match that option.
Select Stored Units For This Analysis: select velocity, acceleration, or displace-
ment for this analysis.
Select Sensor Units For This Analysis: select acceleration, velocity, or displace-
ment for this analysis.
Include Only 1/3 Wave Spectra In This Analysis: select either Yes or No for
this option.
Include Only Demodulated Spectra In This Analysis: select either Yes or No
for this option.

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Include PeakVue Spectra In This Analysis: select either Yes or No for this
option.
Include Spectral Weighting in this Analysis: select either Yes or No for this
option.
Include SST Spectra In This Analysis: select either Yes or No for this option.
The System will now construct the external envelope.


5HIHUHQFH%DVHG(QYHORSHV
Select Reference-Based Envelopes from the Envelope Generation column on the
main AUTOSTAT menu.
This option will create narrowband envelopes from a reference spectrum. This is
recommended when there is not enough data available to statistically create enve-
lope alarms.

1DUURZEDQG(QYHORSH$QDO\VLV2SWLRQV

15

Envelope Window Type: determines the method used to define the envelope
windows throughout the spectrum (Fixed Delta or Percentage).
Width (Lines/Percent): defines the width of the envelope windows. If a fixed
width has been selected, enter the desired width in number of lines of resolution
(minimum of five). If a fixed percentage has ben selected, enter the desired width
in percent.

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Profiler Alarm Level: provides an absolute alarm level to be applied to each fre-
quency as a maximum limit that the envelope will not be allowed to exceed (or in
frequency ranges not covered by the reference spectrum). Toggling between Min-
imum, Standard, and Maximum allows you to specify a profile of progressively
larger amplitudes.
Profiler Alarm Override: A check means Yes, a blank means No. The profile
alarm level is applied to set or place a maximum value on each frequency range in
the envelope spectrum. This is always done when no Reference Spectrum has been
selected or when the Reference Spectrum does not cover the frequency range of
the spectrum being tested (for penetrations). The Profiler Alarm Override field
allows you to force the profile alarm level to be applied even when a Reference Spectrum
is defined.
Maximum Percent Alarm: based on a percentage of the highest amplitude within
the window.
Envelope Alarm Units: defines the units that will be used to specify the Max-
imum/Minimum Delta and Maximum/Minimum Absolute alarm levels. Options
are velocity units or a percent of the overall alert.
Maximum Absolute Alarm: an absolute amplitude value that does not change
with the window amplitude value.
Maximum Delta Alarm: obtained from the result of the entered value plus the
highest amplitude within the window.
Minimum Absolute Alarm: specifies the minimum alarm level permitted for
this spectrum. The alarm level for each window of the envelope is then established
as the lower of maximum percent/delta/absolute alarms. However, if this estab-
lished level is lower than the minimum absolute alarm, then the established level
becomes the minimum absolute alarm.
Minimum Delta Alarm: defines the minimum amount of change between the
test spectrum and the reference or mean value spectrum that must exist before an
alarm condition is indicated. This test is applied independently for each window
interval in the envelope limit.
Setup Alarms in Velocity Units/Percent Alert: This button is used to change
the units of the previous four fields from velocity units to percent alert.

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Default Setup - resets all values on this screen to their default settings.

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After the Narrowband Envelope Analysis options have been completed, the data-
base tree is displayed for selection of a point whose reference spectrum is to be used
for construction.

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Summary Info - lists the equipments ID, description, and the number of points
defined for each piece of equipment.
Point Info - for each measurement point, lists the point ID code, description, and
the date of the last Trend, Spectrum and Waveform data.
Equipment ID - if the list of equipment extends beyond the bottom of the screen,
enter the equipment ID desired and the list will scroll to that piece of equipment.
Analyze Point - for each date that measurements were made, the data is com-
pared to the reference spectra.
Frequency - the frequency in Hz for each spectral peak within the
envelope.
Order - the order value for each spectral peak within the envelope.
Peak Value - the peak value for each spectral peak within the enve-
lope.
Envelope Limit - the calculated limit for the band within which the
peak resides.
Limit Ratio - the ratio of the peaks Peak Value to its Envelope Limit.
Total Excess - the amount by which a peak exceeds the envelope
Limit.
Penetrations - the total number of peaks that exceed their Envelope
Limits.
Max Ratio - the largest ratio by which any peak exceeds its envelope
limit.
Score - the range is from 0 to 100, with 0 being the best.
OK - accepts the point selection and continues to the next screen.

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If an alert envelope with the same definition parameters
already exists in the target family, a message will be displayed
giving the option of overwriting the existing envelope.

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This option appears the first time an envelope is created, and it is also available from
the Setup button on the Narrowband Alert Envelope display window.

16

Units for Frequency Axis: select Orders, Hz, or CPM for the frequency axis.
Type of Frequency Axis: select either Linear or Log for this option.
Fixed Frequency Scale Enabled?: If this option is checked, the spectral display
will use the lower and upper frequencies entered.
Units for Amplitude Axis: select Acceleration, Velocity, Displacement, or Stored
Units.
Type of Amplitude Axis: Select either Linear or Log for this option.
Fixed Amplitude Scale Enabled?: If this option is checked, enter the lower and
upper scale values to be used.

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17

Reference Information: the name of the Area, Equipment, and Point will be
listed, along with the date and time of the Reference spectrum being used. The
number of peaks that penetrate the envelope will be shown as well.

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Undo - this function will undo the last modification made.
Reset - this function will undo all modifications made during this session.
Envelope Options - this function will display the Narrowband Envelope Analysis
Options screen for modification of the selections.
Envelope Analysis - this function will recalculate the envelope after envelope anal-
ysis options have been modified.
OK - accepts the current narrowband envelope as displayed. If an alert envelope
with these definition parameters already exists, a message will be displayed along
with the option to overwrite the existing envelope.

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Setup - displays the Multiple Spectral Display Options screen.

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This option, in the Envelope Generation column on the main AUTOSTAT menu,
allows modification of a selected narrowband envelope. A point and spectrum of
interest must be selected. If more than one envelope is available, then a specific
envelope must be selected.

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When the database tree appears, select an Area on the left side of the screen, then
a piece of equipment. The equipments points will be displayed on the right side of
the screen. Click once on a point to select that point for envelope modification.

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Summary Information: will display a listing for each piece of equipment within
the Area highlighted on the left side of the screen, along with the number of points
on the equipment.
Point Information: for the piece of equipment highlighted on left side of the
screen, a listing will be displayed of each point and the last date of its trend, spec-
trum, and waveform data.
Machine ID: if the list of equipment extends beyond the bottom of the screen, this
function may be used to select an equipment ID to find on the list.
Analyze Point: will initiate analysis of the specified point.

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A listing of spectra will be displayed for the selected point. Double click the desired
spectrum.

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This screen appears when the Setup Tool/Function Bar button is selected from the
plot window.

18

Units for Frequency Axis: select Orders, Hz, or CPM for the frequency axis.
Type of Frequency Axis: select either Linear or Log for this option.
Fixed Frequency Scale Enabled?: If this option is checked, the spectral display
will use the lower and upper frequencies entered.
Units for Amplitude Axis: select Acceleration, Velocity, Displacement, or Stored
Units.
Type of Amplitude Axis: Select either Linear or Log for this option.
Fixed Amplitude Scale Enabled?: If this option is checked, enter the lower and
upper scale values to be used.

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19

The envelope may be modified by using the mouse cursor. Click on a single point
along the Frequency Axis, then holding the left mouse button down, drag the enve-
lope position to a higher or lower amplitude. To move a section of the envelope,
click on a point along the Frequency Axis and hold the mouse button down as the
cursor is dragged along the axis to the desired position. The entire section selected
may now be moved up or down in amplitude. Once any point along the section
meets the frequency axis, the section cannot be moved lower.

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Undo - this option will undo the last modification made.
Reset - this option will undo all modifications made during this session.
Envelope Options - this option will display the Narrowband Envelope Construc-
tion Options screen for modification of the selections. You will be prompted that
any manual modifications made to the plot will be lost.

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Envelope Analysis - this function will determine if any spectral peaks exceed the
current envelope.
Setup - displays the Multiple Spectral Display Options screen.
OK - this will display the option of assigning this envelope to the statistical alert
family or to the individual point alert family. The Source Envelope Family Selection
Menu will then be displayed for selection of another point for envelope modifica-
tion. Click on the red X tool bar button to return to the main Automated Statistical
Limit Calculations screen.

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This option, in the Envelope Generation column on the main AUTOSTAT menu,
allows the creation of envelopes through a manual graphic method.
This type of envelope alarm is most practical for a situation where little valid refer-
ence data exists. The approach is similar to the AP set/AL set approach.

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This menu defines the amplitude and frequency units for the envelope. The type
of scaling for each axis should match the type of scaling used when the envelope is
displayed, otherwise the individual envelope segments will appear curved when dis-
played.

20

Prototype Database: the database listed on the screen will be the target of any
assignments for the manual envelope that is created.

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Envelope Database: this filename is the envelope database for the current proto-
type database. The manual envelope that is generated will be stored in this file. If
you want to change the envelope filename, this change must be performed in the
Database Management Program.
Envelope Description: enter a description of the manual envelope that is to be
created.
Units For Amplitude Axis: select the units for the amplitude axis as acceleration,
velocity, or displacement.
Type of Amplitude Scaling: select either linear or logarithmic scaling for the
amplitude axis. If the type is specified as linear, and the envelope is later displayed
on a logarithmic amplitude scale, then the line that is drawn between the points will
appear curved.
Units For Frequency Axis: specify either Hz or Orders for the units of the fre-
quency axis.
Type of Frequency Scaling: select either linear or logarithmic scaling for the
amplitude axis. If the type is specified as linear, and the envelope is later displayed
on a logarithmic amplitude scale, then the line that is drawn between the points will
appear curved.

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21

Interval Settings:
Speed - specify the upper and lower bounds of the region of machine
speeds for which this envelope will be applicable.
Resolution - specify the upper and lower bounds for the region of
data resolution for which this envelope will be applicable.
Load - specify the upper and lower bounds for the region of machine
load for which this envelope will be applicable.
Number of Envelope Intervals: specify the number of limit intervals that are to
be present in the manual envelope. The location and limit of each interval will be
determined by the frequency and limit values specified on the next screen.
Frequency/Order Minimum: determines the minimum frequency or order
value of the manual envelope that is to be constructed.

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Frequency/Order Maximum: determines the maximum frequency or order
value of the manual envelope that is to be constructed.

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22

For each line, the frequency and limit value represent a point on the manually
defined limit. The Type field specifies the type of limit that is applied for the
interval. Between each of these points, a straight line is drawn which connects the
two points and provides an upper bound for the entire region.
Frequency - specify a frequency value for a point that will be used to construct the
envelope limit curve.
Limit - specify a limit value for a point that will be used to construct the envelope
limit curve.
Type - specify the type of limit that is to be applied to the region whose frequency
interval begins with this point. Peak limits or Power Band limits may be selected for
the given regions.

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Plot Envelope - presents a plot of the manual envelope as it is currently defined.
It can then be modified graphically.
OK - advances to the Envelope Assignment Selection Menu.

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23

Moving a Single Point: To change the amplitude or frequency of a single point,


click on it with the left mouse button, hold the button down, then drag the point
to the desired amplitude or frequency.
Moving multiple Points: To change the amplitude of multiple points at the same
time, click and hold the left mouse button to the left of, and above, the left-most
desired point, then drag the cursor to the right to surround all the desired points.
The box created may be moved up or down by clicking within the box, holding the
left mouse button down, then dragging the box up or down. This will raise or lower
the amplitude of all points in the box.

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Undo - will reverse the last action taken. It will only undo one action.
Reset - will undo all actions taken on the plot in this session.
OK - will accept the plot as is and return to the Manual Envelope Definition screen.

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This option, in the Envelope Generation column on the main AUTOSTAT menu,
allows modification of previously created envelopes.

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This option will display a list of Envelope Families. Double click the one to be mod-
ified, or single click on it then click OK. The Manual Envelope Generation Param-
eters screen will appear. See Manual Envelopes on page 3-35 for a detailed
explanation of these screens.

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Assigned To - will display a list of points to which this envelope family has been
assigned.
About Family - will display envelope family information.
Change Description - will display a window to allow entry of a new description for
the selected envelope family.
OK - selects the highlighted point and displays the Manual Envelope Generation
Parameters screen.
Cancel - returns to the main Automated Statistical Limit Calculations screen.

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This feature allows the assignment and unassignment of previously generated
external envelope families at the measurement point, equipment, and analysis
group level.

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Choose an Envelope Family for Assignment At The Point Level - a list of the
envelope families present in the active envelope database is presented. After selec-
tion of the desired envelope family, the database tree is presented for selection of a
measurement point to which this envelope family will be assigned.

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Assigned to - list the points to which the highlighted Envelope
Family has been assigned.
About Family - lists data for the currently highlighted Envelope
Family.
Finished - indicates all assignments have been made and returns
to the External Envelope Family Assignments screen.
Change Description - allows modification of the description of
the currently highlighted Envelope Family.
Choose an Envelope Family for Assignment to an Analysis Group - a list of
the envelope families present in the active envelope database is presented. After
selection of the desired envelope family, a list of the defined analysis groups will be
displayed. After the analysis group is selected, the system will search for equipment
associated with the selected analysis group and assign the selected envelope family
to the measurement points of the similar equipment as appropriate.
Tools Menu/Function Bar Options

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Assigned to - list the analysis group to which the highlighted Enve-
lope Family has been assigned.
About Family - lists data for the currently highlighted Envelope
Family.
Finished - indicates all assignments have been made and returns
to the External Envelope Family Assignments screen.
Change Description - allows modification of the description of
the currently highlighted Envelope Family.
Duplicate Assignment of an Envelope Family at the Point Level - this option
is used to duplicate the envelope assignment of one point to another point. The
database tree will be displayed for selection of the source point. Once the source
point is selected by clicking it once with the mouse, the tree will again be displayed
for selection of the point to receive the same assignment.
Tools Menu/Function Bar Options
Summary Info - lists each piece of Equipment, and the number of
measurement points defined for it, within the current Area.
Point Info - lists each measurement point on the highlighted
piece of equipment, and the most recent date for trend data,
spectrum data, and waveform data for each measurement point.
Equipment ID - if the list of equipment extends beyond the
bottom of the screen, you may enter an equipment ID and it will
be found on the list and highlighted.
Finished - indicates all assignments have been made and returns
to the External Envelope Family Assignments screen.
Duplicate Assignment of Group of Envelopes at the Equipment Level - this
option will copy the envelope alarm assignments of all points on one piece of
equipment to the matching points on another piece of equipment. The database
tree will be displayed for selection of the source equipment and then again for
selection of the target equipment. Envelope assignments will be copied from points
on the source equipment to matching points on the target equipment.
Tools Menu/Function Bar Options
Summary Info - lists each piece of Equipment, and the number of
measurement points defined for it, within the current Area.

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Point Info - lists each measurement point on the highlighted
piece of equipment, and the most recent date for trend data,
spectrum data, and waveform data for each measurement point.
Equipment ID - if the list of equipment extends beyond the
bottom of the screen, you may enter an equipment ID and it will
be found on the list and highlighted.
Finished - indicates all assignments have been made and returns
to the External Envelope Family Assignments screen.
Unassign an Envelope Family At the Point Level - this option will unassign the
envelope family currently assigned to a specific measurement point. The database
tree will be displayed for selection of the desired point.
Tools Menu/Function Bar Options
Summary Info - lists each piece of Equipment, and the number of
measurement points defined for it, within the current Area.
Point Info - lists each measurement point on the highlighted
piece of equipment, and the most recent date for trend data,
spectrum data, and waveform data for each measurement point.
Equipment ID - if the list of equipment extends beyond the
bottom of the screen, you may enter an equipment ID and it will
be found on the list and highlighted.
Finished - indicates all assignments have been made and returns
to the External Envelope Family Assignments screen.
Unassign a Group of Envelopes at the Equipment Level - this option will
unassign the envelope family currently assigned to a specific piece of equipment.
The database tree will be displayed for selection of the desired piece of equipment.
Tools Menu/Function Bar Options
Summary Info - lists each piece of Equipment, and the number of
measurement points defined for it, within the current Area.
Point Info - lists each measurement point on the highlighted
piece of equipment, and the most recent date for trend data,
spectrum data, and waveform data for each measurement point.

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Equipment ID - if the list of equipment extends beyond the
bottom of the screen, you may enter an equipment ID and it will
be found on the list and highlighted.
Finished - indicates all assignments have been made and returns
to the External Envelope Family Assignments screen.

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Options - used to specify the type of envelope families that should be assigned or
unassigned when such a request is made. This option comes into play when
selecting the duplicate assignment and the unassignment options from the pre-
vious menu.
Statistical Family - only statistical families.
Alert Family - only alert families.
All Families Assigned - both statistical and alert families.
Assignments - generates a listing to the screen, or other output destination speci-
fied under the File menu at the top of the screen. The listing is ordered by Tech-
nology, Area, Equipment, and Measurement Point. The Equipments Analysis
Group number is shown, as well as the Statistical and Alert Alarm Set currently spec-
ified for each measurement point.

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This program will present a list of all the envelope families in the envelope data-
base. After selecting an entry in the list, the entire family may be deactivated, or any
of the individual alarms that comprise the family may be deactivated.
Deactivate Envelope - allows the deactivation of an entire envelope family or any
number of its individual component envelopes if they are deemed unsuitable for
use as limit criteria.

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Assigned To - displays a listing of envelope assignments.
About Family - displays details of the setup parameters for the family highlighted.
Finished - indicates modifications are complete and returns to the main
AUTOSTAT menu.
Change Description - allows changing the description of the highlighted enve-
lope family.

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This program displays a listing of external envelopes. This listing may be displayed
on the screen only, or sent to an additional destination specified under the Output
Destination option on the File menu at the top of the screen.
The listing includes:
the type of envelope family, either Alert or Statistical
the envelope family number
the envelope description
the envelopes status

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This portion of the program is used to define the scope of the analysis. Perhaps the
most important item to be defined in the setup portion of the program is the anal-
ysis parameter set to be used. The analysis parameter set specified for the analysis is
used for the parameter value calculations of each spectral data set that is included
in the analysis.
A powerful feature that is available comes into play after the alarm limit levels have
been calculated. This feature will assign the analysis parameter set used in the anal-
ysis to each of the points from which data was taken. This feature can also create
and assign an alarm limit set with the values statistically calculated in the analysis. An
option is also available to recalculate the stored trend data for each point from
which data was taken using the new analysis parameter set.


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Prototype Database Selection - Before statistically creating alarm limits for anal-
ysis parameters, the significance of the prototype database must be established.
These databases contain all of the database keywords and the unit modes for the
different amplitude units. The analysis parameter set for which alarm limits are to
be constructed must also come from this database.

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Databases to Scan: determines the scope of the analysis - whether it is performed


on a single prototype database, a database group, or a list of up to eight databases.
If multiple databases are included in the analysis, information that must be shared
across the databases will be taken from the prototype database.
Range to Scan: if a single database is to be scanned, the scope is specified here.
Keep in mind that all of the data associated with the equipment included in the
analysis will be used to create a single alarm limit set.
Options are Entire Database, Entire Area, Entire Route, or Single
Equipment.

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A separate analysis is needed for different types of equip-
ment, and commonly for the different components of a piece
of equipment.

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Technology to Include: If the current software installation has both peri-
odic and online vibration enabled, this item will be available. Use it to
specify the desired technology for the analysis.
Overwrite Existing Log File: if this item is checked, the existing Log File will be
overwritten.

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Log File - allows selection of the log file to be used.
View Log - presents the selected log file for viewing on the screen.

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This screen allows the definition of masks, or filters, used to restrict the data to be
included in an analysis. Masks may be specified to limit data based on station ID,
equipment ID, equipment classification, point ID, analysis parameter set, or alarm
limit set. Wildcards (*s and ?s) may be used to further customize the selections.
Perhaps the most powerful filter is the analysis group ID. If this field was used when
setting up equipment in the Database Setup program, the analysis can be defined
to included only equipment from a single analysis group.

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Options available will vary depending on the Range to Scan
selected.

Match Analysis Group ID: only equipment within the selected analysis group will
be included in the analysis (the group ID is specified in a later screen).

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Match Area ID: only equipment within the specified area will be used in the anal-
ysis.
Match Equipment ID: only equipment with the specified equipment ID will be
used in the analysis.
Match Equipment Classification: only equipment with the specified classifica-
tion will be included in the analysis.
Match Measurement Point ID: only points whose ID includes the specified let-
ters, in the specified positions, will be included.
Match Analysis Parameter Set: only points using the specified analysis param-
eter set will be included.
Match Alarm Limit Set: only points using the specified alarm limit set will be
included.
The next menu determines whether a plot displaying accumulated spectral infor-
mation is presented. The plot shows the maximum, minimum, mean, and stan-
dard deviation for each spectral line in the analysis. The purpose of the plot is to
give you an idea of how the spectral data varies in the different regions of the spec-
trum. This information can help in refining the analysis parameter set used in the
analysis. Regions with slight variance and high variance can be defined as individual
parameter bands, each with a limit appropriate for their degree of variability.

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Display Cumulative Spectral Information Plot - used to generate an overlay


plot for the analysis.
Include Spectra With Parameters Outside Valid Accumulation Range In
The Displayed Plot - spectra whose calculated parameters are outside the cutoff
levels will be displayed in the overlay plot.

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The analysis parameter set is very important because it is the set used to calculate
the parameter values for all the spectra included in the analysis. The purpose of the
process is to create an alarm limit set for the specified analysis parameter set.

Analysis Parameter Set Selection: the characteristic of the trend data being
studied is defined in an analysis parameter set.
Use Specified Number: select this option if a specific set number is to
be used.
Select Set From Those Available: select this option if you would like
to select the set number from the list of sets available later in the pro-
gram.
Use Set Assigned To First Point: the first measurement to pass
through the masks will provide the set.
Select Analysis Parameter Set: If Use Specified Set number was selected, enter
the analysis parameter set number here. This set will be read from the prototype database.
Minimum Number of Samples for Statistical Significance: the accurate esti-
mation of mean and standard deviation normally requires a sample size of at least
30. You may enter a lower number if less than 30 measurements are available.

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After data has met the previous criteria, the following additional criteria can be
defined.

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Analyze Spectra: select this item if stored spectra are to be considered in this anal-
ysis session. If not, ignore the rest of the items in this column and proceed to the
Trend Data Setup tab.
Limit Date Range: select this item if only spectra within a certain date
range are to be considered in this analysis session. If selected, enter ear-
liest and latest dates.
Limit RPM Range: select this item if only spectra taken when the
machine was rotating within a certain RPM range are to be consid-
ered in this analysis session. If selected, enter minimum and maximum
RPM values.

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Limit Load Range: select this item if only spectra taken when the
machine was running within a certain load range are to be consid-
ered in this analysis session. If selected, enter minimum and maximum
LOAD values.
Additional Spectral Limitations...
Collection Type: select whether spectra to be considered in this anal-
ysis session should be screened based on the collection mode.
Select from: All Spectra, Route Spectra, or Analyze Spectra.
Spectral Tag: determines how the spectra tag is to be used to screen
spectra for consideration in this analysis session.
Select from: All Spectra, Tagged Spectra, Untagged Spectra,
(R)eference Spectra, (S)ave Spectra, All but (R)eference, or All
but (S)ave
Sequence Range: - determines how the storage sequence is to be used
to screen spectra for consideration in the analysis session.
Select from: All Spectra, First Spectra, or Last Spectra

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Analyze Trend Data: if this item is not checked, the rest of the selections on this
screen are ignored.
Use Only HFD Data: if spectral data is available that corresponds to the trend
data in the database, then this option is recommended. This prevents the same cal-
culated parameter values from being included in the statistical calculations twice,
first from the spectral data, then from the trend data.
Limit Data Range: select this item if only spectra within a certain date range are
to be considered in this analysis session. If selected, enter the earliest and the latest dates.
Limit RPM Range: select this item if only spectra taken when the machine was
rotating within a certain RPM range are to be considered in this analysis session. If
selected, enter minimum and maximum RPM values.
Limit Load Range: select this item if only spectra taken when the machine was
running within a certain load range are to be considered in this analysis session. If
selected, enter minimum and maximum LOAD values.
Type: select one of the following if any combination of the trend data and its
existing statistics are to be considered in this analysis session.
Trend Data Only, Mean Only, Baseline Only, Trend & Mean, Trend
& Baseline, Mean & Baseline, Trend & Mean & Baseline
Sequence Limit: select one of the following to determine what trend data will be
used.
All Trend, First Trend, Last Trend

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Format for Speed Values: select either RPM or RPS


RPM Confidence Factor: use the down-arrow to display the options. The selec-
tion values range from within 30% (low confidence) to within 5% (high confi-
dence).
RPM within 30%
RPM within 20%
RPM within 10%
RPM within 5%
Save Any Modified RPM: allows you to permanently update the speed of the data
set with the altered RPM label.
Locate the RPM of the Spectra if...
Previously Unlocated- (normally on) locates the RPM of the spectra
if it has not been located by any means in the past.
Located by Algorithm - (normally off) recalculates the RPM of the
spectra if it was previously located by Algorithm.

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Measured From Tach - (normally off) recalculates the RPM of the
spectra previously measured from a tach.
Manually Set by User - (normally off) recalculates the RPM of the
spectra if it was previously manually set by the user.
Electrical Line Frequency: enter the electrical line frequency. Normal values are
50Hz or 60Hz.

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Use this menu to define how to extract alarm values from the accumulated ampli-
tude probability distributions.

Percent of Population to Set Alarm Levels


Alert - select the percent level of the sample population that is con-
sidered normal. The program will find the amplitude level so the
selected percentage of the population will have amplitudes at or
below it.
Fault - select the percent level of the sample population that is con-
sidered not at fault (include ones in alert). The program will find the
amplitude level so the selected percentage of the population will
have amplitudes at or below it.

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Values greater than 100% will be interpreted to mean ampli-
tude value at 100% multiplied by the percent value.

Copy Down: Selecting this item will duplicate the items in the current row and on
all subsequent rows.

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If the Range to Scan option selected (Trend Parameter Alarm Analysis Options
on page 4-2) was Area, Equipment, or Point then the database tree will be displayed
for selection of the desired area, equipment or point.

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Summary Info - lists each piece of equipment within the highlighted Area and the
number of points defined on each piece of equipment.
Point Info - for each measurement point on the highlighted piece of equipment,
the dates of the Last Trend, Last Spectrum, and last Waveform are listed.
Equipment ID - if the list of equipment extends beyond the bottom of the screen,
an equipment ID may be entered for which to search.

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If the chosen analysis parameter set option was Select From Those Available
(Trend Calculation Parameters on page 4-7) the list of analysis parameter sets
available will be displayed. Click the mouse on the desired set.

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If the chosen alarm limit set option was Select From Those Available (Trend Cal-
culation Parameters on page 4-7) the list of alarm limit sets available will be dis-
played. Click the mouse on the desired set.

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After all selections have been made, calculations are performed for the measure-
ment points that have passed all selection criteria. The Output Destination option
on the File menu at the top of the screen may be used to send this listing to the
printer, a file on disk, or to Previewer.

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If the option Display Cumulative Spectral Information Plot was checked (Data
Source Screening Parameters on page 4-4), this following plot will be displayed.

The spectral plot gives information about the set of spectra that were included in
the current analysis. For each spectral line, the plot shows the minimum, max-
imum, and standard deviation that were found by examining the included spectra.
This plot can be used to locate regions where data varies significantly. Regions
where data does not vary significantly can also be identified. Such regions should
perhaps have their own analysis parameter bands defined such that the most accu-
rate limits can be statistically calculated for these regions.
The standard tool bar buttons are available for modifying the horizontal and ver-
tical display of the multi-spectral plot.

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Free Text - allows entry of label text, either horizontally or vertically. Text is place
in a box which can be dragged about the plot with the left mouse button.
Plot Setup Options - displays the Multiple Spectral Display Options screen
Units for Frequency Axis: select Hz, CPM, or Orders.

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Type of Frequency Axis: select Linear or Log.
Fixed Frequency Enabled?: If this item is checked, enter the lower
and upper frequency limits desired.
Units for Amplitude Axis: select Acceleration, Velocity, Displace-
ment, or Stored Units.
Type of Amplitude Axis: select Linear or Log
Fixed Amplitude Scale Enabled?: if this item is checked, enter the
lower and upper scale values desired.
Free Text - allows entry of label text, either horizontally or vertically. Text is place
in a box which can be dragged about the plot with the left mouse button.
Horizontal Axis Options - the horizontal axis can be expanded or contracted
(same as using the right arrow+ and -left arrow buttons on the Tool Bar) or reset to
Full Range (same as using the button with the two opposing arrows on the Tool Bar.
Vertical Axis Options - the vertical axis can be expanded or contracted (same as
using the +up arrow and -down arrow buttons on the Tool Bar), or autoscaled
(same as using the opposing up and down arrow button on the Tool Bar) so that
the largest scale is used that will still show the highest peak.

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This menu displays each of the parameter bands for which an alarm limit was sta-
tistically calculated.

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Selecting a parameter band will result in the display of either a cumulative distribu-
tion plot or a probability density plot.
Select Edit Statistical Quantities and Alarm Limits to view the alert and fault
levels that were calculated for each parameter band.

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Typing the letter t will toggle between the two plots.

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The alert and fault levels that were calculated for each parameter band are shown,
along with the mean and sigma for each parameter band.

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To manually edit the data, simply click on the desired field and enter the desired
data.

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This menu determines whether or not the values statistically calculated in this anal-
ysis will be permanently written to the database(s) from which the data was taken.
Point Statistics Disposition: the calculated statistics may be used to replace the
statistics stored on the measurement points that were used to calculate statistical
alarms. The stored baseline values may also be replaced by the calculated mean
values. The four options are:
Do Not Change Anything
Change Mean and Sigma
Change Baseline
Change Both
Analysis Limit Set Disposition:
Do Not Modify Analysis Parameter Assignments or Alarm Limits - no
changes will be made.
Modify Alert and Fault Limits of Alarm Limits Sets Used - for the
points included in the analysis, this option will replace the levels
defined in the alarm limit sets with the calculated alert and fault
values.

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Create New Alarm Limit, Set and Assign Parameters, and Set Used
for Analysis - assigns the analysis parameter set used in this analysis to
the points from which data was taken. In addition, a new alarm limit
set will be created and assigned to the points included in the analysis.
If a database used in the analysis does not have the analysis parameter
set used in this analysis, then this option will copy the set used to the
database that does not have it.
Recalculate trend data from available spectral data - Selecting this
option will recalculate the trend data for points included in the anal-
ysis from the spectral data available on those points.

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It is advisable to back-up any database that is to be modified prior to
making these kinds of changes.

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If make no changes is selected for both options, the analysis
is complete. If some change is selected, the Edit Calculated
Statistics and Alarm Levels screen will reappear after the
change is completed.

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This program goes directly to the Choose Next Action screen for the last analysis
on which work was applied. (see Choose Next Action on page 4-17)
This allows an analysis to be started and completed in different sessions as time
allows.

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A compare construction spectrum to envelope


alarm 3-13
envelope units 3-16, 3-25 construction spectra, minimum number of 3-15
maximum absolute 3-16, 3-25
maximum delta 3-16, 3-25 D
maximum percent 3-15, 3-25 database
minimum absolute 3-16, 3-25 envelope 3-36
minimum delta 3-16, 3-25 group 3-2
profiler level 3-15, 3-25 prototype 3-35
profiler override 3-15, 3-25 scanning 3-2
standard deviation 3-15
amplitude
axis units 3-36
E
type of scaling 3-36 envelope
analysis group family 2-7
assigning equipment to 2-10 generation parameters 3-2
create 2-4 graphical display of 3-13
define 2-4 list 3-47
delete 2-12 statistical 3-1
deleting 2-12 envelope generation
description 2-5 data selection options 3-4
ID 2-5, 3-4 envelope window
information 2-5 type 3-15
modify 2-9 width 3-15
modifying 2-9 equipment
options 2-1 assign 2-10
unassign 2-8 assignments 2-13
analysis groups unassign 2-11
options 2-1 external envelope families 3-12

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checking for outliers 3-15 frequency
limit 3-38

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order maximum 3-38 statistical narrowband envelopes 1-3
order minimum 3-37
type 3-38 P
value 3-38 parameter band alarms 4-2
function keys point identification codes 3-3
low side check 3-9 Prototype Database 2-2
plot envelope 3-39 prototype database
selection 4-2
I
interval, specifying R
load 3-37 RPM
number of envelope 3-37 confidence factor 3-19
resolution 3-37 locate options 3-19
speed 3-37 range 3-18
save modified 3-20
L
load range 3-18 S
log file 3-2 spectral limitations 3-18
station ID 3-5
M
masks, spectral selection masks 3-17
measurement point ID 3-5

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notecode
match 3-8
search 3-8
string 3-8

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outliers 3-7, 3-13, 3-15
display options 3-6
Output Destination 2-2
overview
Autostat 1-1
generating statistical analysis parameter
alarm limits 1-5

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