Interfacing with Vibration Monitoring Software: CSI OilTrend Database Setup

Introduction:

CSI/Mastertrend® (with integrated Oiltrend® ) software will allow you to set up an oil analysis point with existing default parameters. BTS has worked with CSI to modify some of these generic oil parameters in order to accommodate DoubleCheck® data, ferrographic data, and to provide alarm levels and limits. The primary guidelines are :

1. Agreement on communications protocol must be decided beforehand;

2. Integrity of UNIT ID numbers between BTS ATLAS® and CSI Mastertrend® must be ensured for smooth transmission of data.

Setting up an oil point is a little more detailed than a vibration point, simply because of the many more data points being trended. The following guideline will hopefully enable you to set up a template for an oil sample point, and once completed, just repeat the template for the different equipment units being monitored.

Before you begin: Setup

System Minimium Requirements:

• Hardware:
  
  Hardware requirements are the same as that nnede to run Mastertrend. In addition, a modem, or network link to the internet is strongly recommended. Note: Please check with your network administrator to see if you can accept attachments to your e-mails from outside your company. This is necessary in order to receive the data from Bently Tribology Services. Some companies do not permit attachments to emails due to security concerns. If this is the case, the administrator may want to contact BTS.
  
• Software
  
  Microsoft Windows© 95, 98 on NT
  Communications software (MS Outlook, Hyperterminal, etc)
  CSI Mastertrend and Oiltrend (Ver 3.4 or higher) up and running,

Database Parameter Setup:

The oil parameters have to be set up first, so that each oil point will contain the correct fields. Consult your Oiltrend help manual, and locate the oil data analysis designations. CSI Mastertrend has parameter sets for each oil point. These sets have a limit of 32 parameters. In order for all the BTS oil data to be trended, 2 sets have to be created for each point. We suggest naming them A and B. In parameter set A , place the spectrometric data, both fine and coarse , Karl Fisher water and TAN/TBN readings(See parameter spreadsheet A). Parameter set B will contain all other parameter points, including the Ferrography(See parameter spreadsheet B). These spreadsheets also show the correct format for BTS data, and the corresponding CSI Keywords and parameter designations. Match these designations correctly to ensure smooth transfer of data.

Parameter Set A

CSI Generic File Keyword	Common Name	CSI#	Units	ALARM	Fault D	Alert C	Weak Side Lo/Hi	Baseline Ratio
FE	Iron	09	ppm	5DULAD	200	100	0	1.5
CR	Chrome	07	ppm	5DULAD	200	100	0	1.5
PB	Lead	10	ppm	5DULAD	200	100	0	1.5
CU	Copper	08	ppm	5DULAD	200	100	0	1.5
SN	Tin	19	ppm	5DULAD	200	100	0	1.5
AL	Aluminum	01	ppm	5DULAD	200	100	0	1.5
NI	Nickel	13	ppm	5DULAD	200	100	0	1.5
AG	Silver	17	ppm	5DULAD	200	100	0	1.5
SI	Silicon	16	ppm	5DULAD	200	100	0	1.5
B	Boron	04	ppm	5DULAD	200	100	0	1.5
NA	Sodium	18	ppm	5DULAD	200	100	0	1.5
MG	Magnesium	11	ppm	5DULAD	200	100	0	1.5
CA	Calcium	06	ppm	5DULAD	200	100	0	1.5
BA	Barium	03	ppm	5DULAD	200	100	0	1.5
P	Phosphorus	14	ppm	5DULAD	200	100	0	1.5
ZN	Zinc	22	ppm	5DULAD	200	100	0	1.5
MO	Molybdenum	12	ppm	5DULAD	200	100	0	1.5
TI	Titanium	20	ppm	5DULAD	200	100	0	1.5
V	Vanadium	21	ppm	5DULAD	200	100	0	1.5
K	Potassium	15	ppm	5DULAD	200	100	0	1.5
SPCTEST1	Coarse Iron	116	ppm	5DULAD	200	100	0	1.5
SPCTEST2	Coarse Chrome	117	ppm	5DULAD	200	100	0	1.5
SPCTEST3	Coarse Lead	118	ppm	5DULAD	200	100	0	1.5
SPCTEST4	Coarse Copper	119	ppm	5DULAD	200	100	0	1.5
SPCTEST5	Coarse Tin	120	ppm	5DULAD	200	100	0	1.5
SPCTEST6	Coarse Aluminum	121	ppm	5DULAD	200	100	0	1.5
SPCTEST7	Coarse Nickel	122	ppm	5DULAD	200	100	0	1.5
SPCTEST8	Coarse Silver	123	ppm	5DULAD	200	100	0	1.5
SPCTEST9	Coarse Silicon	124	ppm	5DULAD	200	100	0	1.5
WATERKF	Karl Fisher Moisture	72	ppm	1DULAD	3000	3000	0	1.5
TAN	Total Acid Number	59	mgKOH/g	1DULAV	0.4	0.4	0	1.5
TBN	Total Base Number	60	mgKOH/g	6DLLAD	1	3	0	1.5

Parameter Set B

CSI Generic File Keyword	Common Name	CSI#	Units	ALARM	Fault D	Alert C	Weak Side Lo/Hi	Baseline Ratio
VISC40	Viscosity 40C	57	cSt	7DOOWAD	120	80	0	1.5
VISC100	Viscosity 100C	58	cSt	7DOOWAD	120	80	0	1.5
SPCTESTA	Viscosity Index	125	INTEGR	O	.3	.3	0	1.5
OIR	Oxidation-IR	64	Abs	1DULAV	.3	.3	0	1.5
SIR	Sulfation-IR	78	Abs	1DULAV	.3	.3	0	1.5
NIR	Nitration-IR	66	Abs	1DULAV	.3	.3	0	1.5
WIR	Water-IR	67	%wt	1DULAV	.3	.3	0	1.5
HIR	Fuel Dilution-IR	68	%wt	1DULAV	.3	.3	0	1.5
GIR	Glycol-IR	16	%wt	1DULAV	.3	.3	0	1.5
FIR	Fuel Soot-IR	65	Abs	1DULAV	.3	.3	0	1.5
G05	Particle Count >5	102	P/ml
G15	Particle Count >15	104	P/ml
G25	Particle Count >25	106	P/ml
G50	Particle Count >50	109	P/ml
G99	Particle Count >100	110	P/ml
AF-FSNRB	Normal Rubbing	36	INTEGR
AF-FSSVS	Severe Sliding	37	INTEGR
AF-FSCUT	Cutting	38	INTEGR
SPCTESTC	Fatigue	127	INTEGR
AF-FSSPH	Spheres	45	INTEGR
AF-FSBOX	Black Oxides	46	INTEGR
AF-FSROX	Red Oxides	47	INTEGR
AF-FSCOR	Corrosive	48	INTEGR
AF-FSBRG	Nonferrous wear	43	INTEGR
AF-NFDRT	Sand/dirt	94	INTEGR
AF-NFLDG	Lube degradation	93	INTEGR
AF-NFFIB	Fibers	95	INTEGR
Each parameter in each parameter set must have an alarm type selected for it. BTS has provided alarm setting guidelines for each parameter, along with some trend alarm guidelines, considered to be minimum requirements. These values are not specific to any piece of equipment, or oil type, and so must be revised further to be of practical use. BTS will be able to assist further, particularly if we have been monitoring the equipment.

CSI, Oiltrend, Mastertrend are registered trademarks of Computational Systems Inc.
DOUBLECHECK is a registered trademark of Bently Tribology Services, Inc.
ATLAS is a registered trademark of RP Knox Consulting Systems Inc.
Windows, Outlook, hyperterminal are registered trademarks of Microsoft Inc

Oil Point Setup

Once the BTS/CSI parameter sets are set up, oil points may be set up in the system. The following steps are designed as a walk through on building a point setup. Refer to the Oiltrend help manual for more detailed instructions.

Note: This instruction is aimed at users who already use Mastertrend for managing their vibration analysis programs, and are familiar with navigating though the software. It is assumed that the user can set up vibration points, and already has a equipment database established. This note describes how to add an oil measurement point to the existing vibration point.

Before building an oil measure,measurement point, make sure the unique sample point ID from the lab matches the unique equipment ID already used in your system.

A. In CSI Mastertrend(with integrated Oiltrend)

Access the " PDM/RBM Database Administration screen";

(Tribology Icon is Pressed On)

Highlight "DBase Setup/Management"

Press F1 to accept

• Now Select "Add/Edit Old Information"

Note the MT database you are working in.

• Select a point e.g. POLY7-30-2001
• Duplicate last point by pressing F7

Modify new point by pressing F8

(Make sure pressing F2 puts you in oil points)

B. Fill in data in oil point definition menu

• Measuring Point ID/Orientation

Use 'O' to indicate oil

then 'D' to indicate drain sample or 'V' to indicate sample valve

or 'P' to indicate pump (vampire)

and finally 1,2,3,4 etc. sequentially for each oil sample on a given machine

Example : Oil sample #1 taken with a vampire pump will be 01A, 01B.

• Measurement Description: An example of this would be "boiler feed pump oil lab point" or "gearbox sump "
• Lab Unit ID: place the unique ID of the sampling point here. This ID must match the BTS lab unit ID EXACTLY. Failure to do so will cause transfer errors.
• Monitoring Schedule: Type in up to 365 days to specify how often you paln to sample this point. I fyou provide this information to BTS, preprinted bottles and labels will be shipped in a Just-In Time (JIT) basis to you
• Analysis Parameter Set ID:, Enter set ID already set up for BTS "A" parameter group-all spectro tests both fine and coarse, TAN/TBN and Karl Fisher Water.
• Analysis Limit Set ID: Same as above unless specified otherwise.
• Oil Point Type: Choose OIL LAB. This is very important! Once the type is chosen it cannot be changed.
• Number of years to store lab diagnostics: BTS recommends a minimum of 3 years. The lab retains records on the active archive for 5 years.

C. Fill in data in oil information area

• Oil ID: You may enter a code or ID that is used to identify this oil. Some customers have plant codes to describe lubricants. This may be inputted here
• Oil Description: Full description of the oil entered here.
• Oil Viscosity Grade Type: There is a toggle for SAE or ISO grades. For other grades (AGMA,DIN etc. use the description to describe it further.
• Oil Viscosity Grade Value: Grade of oil such as examples such as 320, or 68.
• Oil Capacity (gal/ltrs) : The reservoir or sump capacity of your system
• Usage (Miles/km/kours): Specify how you measure the life on the system.
• Pressure: System operating pressure
• Flow Rate( Gal/ltr/min): the flow rate per minute.

You can continue and fill in the physical information area, and then repeat this procedure as necessary.

Oil Lab Communications

BTS provides oil analysis data in a preformatted ASCII file for Mastertrend importation. The data file is usually zipped (compressed) and emailed to the contact person in charge of the analysis program. Alternately, you may arrange to have a secure password protected area on the Bently Tribology Services website, www.bentlytribology.com , where the data file resides.

1. Importing the data into Mastertrend
   First, unzip the file and save it to a directory on your workstation or the network. Create a folder for the downloads e.g. C:\DOWNLOADS.
   
   
   BTS typically names the ASCII file by customer code and date tested e.g. TUEL0629.txt
   
   
2. In CSI Mastertrend(with integrated Oiltrend);
   
   
   Access the " PDM/RBM Database Administration screen";
   
   
   (Tribology Icon is Pressed On)
   
   
   Highlight "Oil Lab Communications"
   
   
   Press F1 to accept
   
   
   • Now Select the data file( e.g C:\BTSDOWNLOADS\TUEL0629.TXT"
     Note the MT database you are working in.
   • Select the Oil Lab "Generic" button (BTS uses this button)
   • Import the data

   As the data is imported, the sample listing appears on your screen. The report lists the Lab unit ID, Lab number, Sample date, Severity and action taken.

   Note: They may be several warning message lines listed. This indicates a blank line was encountered in the data file. This is for information purposes only and will not affect the merging of the data.

   Common Action Taken Messages :

   ID not found : The oil file contained lab unit ID’s that were not found in the database being merged to.

   Invalid AP Set : The database does not have an analysis parameter set defined for the points the data is being imported to.

   Data Appended : Data was appended to the end of the existing oil samples in the database.