AMS Asset Monitor
Online Prediction, Protection, and Process Monitor
Operating Manual
MHM-97924-PBF, Rev 3.2
June 2022
Copyright
©
2022 by Emerson. All rights reserved.
No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any
language in any form by any means without the written permission of Emerson.
Disclaimer
This manual is provided for informational purposes. EMERSON MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIS
MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR
PURPOSE. Emerson shall not be liable for errors, omissions, or inconsistencies that may be contained herein or for incidental or
consequential damages in connection with the furnishing, performance, or use of this material. Information in this document is
subject to change without notice and does not represent a commitment on the part of Emerson. The information in this manual is
not all-inclusive and cannot cover all unique situations.
Patents
The product(s) described in this manual are covered under existing and pending patents.
Vermerk zur Installation der Messketten in explosionsgefährdeter Umgebung.
Soll die Messkette in explosionsgefährdeter Umgebung installiert werden, so ist auf die Einhaltung der in der
Gebrauchsanweisung enthaltenen Installationshinweise zu achten. Sollten dabei sprachliche Schwierigkeiten
auftreten, wenden Sie sich bitte an die Herstellerfirma, sie wird Ihnen eine Übersetzung der relevanten Artikel in der
Landessprache des Verwendungslandes zukommen lassen.
Nota fuq l−installazzjoni tal−ktajjen tal−kejl f’ambjent esplożiv
Jekk il−katina tal−kejl suppost li tigi installata f’ambjent esplożiv, hu importanti li ssegwi l−istruzzjonijiet pertinenti
tal−manwal.Jekk issib xi diffikultà bil−lingwa, jekk joghgbok ikkuntattja lill−manifattur biex tikseb traduzz-joni tal
−paragrafi rilevanti fil−lingwa mehtiega.
Anmärkning beträffande installation av mätkedjorna i explosionsfarlig miljö.
Ska mätkedjan installeras i explosionsfarlig miljö, måste de anvisningar följas som ges i instruktionsboken
beträffande installationen. Skulle därvid språkproblem uppstå, ber vi dig kontakta det tillverkande företaget som
då kommer att sända dig en översättning av de relevanta artiklarna på användningslandets språk.
Opomba za namestitev merilne verige v eksplozivno ogroženem okolju
Èe se merilna veriga namešèa v eksplozivno ogroženem okolju, je potrebno upoštevati namestitvena opozorila, ki
so v Navodilih za uporabo. Èe se pri tem pojavijo jezikovne težave, se posvetujte z izdelovalcem; poslali vam bodo
prevod ustreznih èlankov v jeziku države, kjer se naprava uporablja.
Záznam k inštalácii meracích reťazcov vo výbušnom prostredí
Ak má byť merací reťazec inštalovaný vo výbušnom prostredí, treba dbať na dodržiavanie pokynov k inštalácii,
uvedených v návode na použitie. V prípade, že by sa pritom vyskytli jazykové problémy, obráťte sa prosím na
výrobcu, ktorý Vám zašle preklad relevantných èlánkov v jazyku Vašej krajiny.
Nota referente à instalação de cadeias de agrimensor em ambientes potencialmente explosivos
Caso a cadeia de agrimensor deva ser instalada em um ambiente potencialmente explosivo, é imprescindível
observar e cumprir as indicações de instalação das instruções de serviço. Caso tenha dificuldades idiomáticas,
queira entrar em contato com a firma produtora, esta poderá enviar−lhe uma tradução dos capítulos mais
importantes no idioma do país onde o produto deverá ser empregado.
Wskazówka dotycząca instalacji łańcuchów mierniczych w otoczeniach zagrożonych eksplozją.
Jeżeli łańcuch mierniczy ma być zainstalowany w otoczeniu zagrożonym eksplozją, należy uwzględnić wskazówki
dotyczące instalacji, które są zawarte w instrukcji obsługi. Jeżeli w trakcie lektury wystąpią jakiekolwiek problemy
związane ze zrozumieniem tekstu, prosimy zwrócić się do producenta, który chętnie wykona tłumaczenie
wybranych części dokumentacji na język danego kraju.
2
Opmerking m.b.t. installatie van elektrische meet circuits in explosiegevaarlijke omgeving
Dient de installatie van elektrische meet circuits in een explosiegevaarlijke omgeving te geschieden, moet men
toezien dat de in de gebruikshandleiding opgenomen installatieinstructies worden nageleefd. Bij taalkundige
problemen gelieve contact op te nemen met de fabrikant, deze zal u vervolgens een vertaling in de taal van het
gebruiksland doen toekomen.
Pastaba dėl matavimo grandinės įrengimo sprogimo atžvilgiu pavojingoje aplinkoje
Jei matavimo grandinė turi būti įrengta sprogimo atžvilgiu pavojingoje aplinkoje, privaloma laikytis vartotojo
instrukcijoje pateiktų įrengimo nurodymų. Jei kiltų sunkumų dėl kalbos, prašome kreiptis į gamintojo įmonę, kuri
pateiks Jums reikiamo skyriaus vertimą į vartotojo valstybės kalbą.
Nota sull’installazione delle catene per misurazione in ambienti a rischio di esplosioni
Nel caso in cui si debbano installare le catene per misurazione in ambienti a rischio di esplosioni, è necessario
attenersi alle avvertenze per l’installazione contenute nelle istruzioni d’uso. Per difficoltà di carattere linguistico,
rivolgetevi alla ditta produttrice. Quest’ultima Vi farà pervenire una traduzione degli articoli rilevanti nella lingua
del paese d’impiego.
Megjegyzės a mėrőláncok robbanásveszėlyes környezetben törtėnő szerelėsėhez.
Ha a mėrőláncot robbanásveszėlyes környezetben kell felszerelni, akkor ügyeljen a Használati útmutatóban közölt
szerelėsi utasítások betartására. Amennyiben nyelvi nehėzsėgek merülnek fel, szíveskedjen a gyártó céghez
fordulni, amely elküldni Önnek a felhasználó ország nyelvėre lefordított, erre vonatkozó cikket.
Remarque concernant l’installation des chaînes de mesure dans un environnement présentant un risque
d’explosion
Si la chaîne de mesure doit être installée dans un environnement présentant un risque d’explosion, il est impératif
de veiller à respecter les consignes d’installation contenues dans les instructions de service. S’il devait ce faisant
surgir des problèmes linguistiques, veuillez vous adresser à la société fabricante: elle vous fera parvenir une
traduction des articles significatifs dans la langue du pays de mise en oeuvre.
Huomautus mittausketjun asentamisesta räjähdysalttiissa ympäristössä
Jos mittausketju tulee asentaa räjähdysalttiissa ympäristössä, on käyttöohjeessa annettuja asennusohjeita
noudatettava. Jos käyttöohjeessa käytetty kieli aiheuttaa ongelmia, kääntykää valmistajayrityksen puoleen. Se
toimittaa käyttöönne tarvittavat artikkelit käyttömaan vir alliselle kielelle käännettynä.
Juhend mõõdukettide ülespanemiseks plahvatusohtlikus piirkonnas.
Kui panna üles mõõdukettid plahvatusohtlikkus piirkonnas, nii tuleb jälgida kasutusjuhendis sisaldatud
instalationimärkmeid. Juhul kui tekkivad raskused keelega, siis pöörduge palun tootja poole. Tootja saadab
emakeelse tõlge vastavalt artiklile ning maale.
Notas sobre la instalación de cadenas de medición en un entorno potencialmente explosivo.
Si ha de instalar la cadena de medición en un entorno potencialmente explosivo, deberá respetar las indicaciones
sobre la instalación, contenidas en el manual de uso. Si surgieran dificultades lingüísticas, póngase en contacto con
la empresa fabricante, que le facilitará una traducción del artículo en la lengua del país donde se emplee.
Note on the installation of the measuring chains in an explosive environment
If the measuring chain is supposed to be installed in an explosive environment, it is important to follow the
pertinent installation instructions in the manual. Should you encounter difficulties with the language, please
contact the manufacturer to obtain a translation of the relevant paragraphs into the language required.
3
Σημεíωση για τηυ εγκατáσταση αλuσíδωυ μέτρησης σε περιβáλλου, στο oπoío uπàρΧει κíυδuυoς έκρηξης
Εáυ η αλuσυδα μέτρησης πρóκειται υα εγκατασταΘεí σε περιβáλλoυ, στo oπoío uπáρΧει κíυδuυoς έκρηξης, πρέπει
υα τηρηΘoúυ oπωσδńπoτε oι oδηγíες εγκατáστασης πoυ περιλαμβáυoυται στις oδηγíες Χρńσης. Εáυ υπáρξouυ
γλωσσικές δuσκoλíες καταυóησης, παρακαλoúμε υα απεuΘuυΘεíτε στηυ κατασκεuáστρια εταιρεíα, η oπoíα Θα
ϕρoυτíσει για τηυ απoστoλń μιας μετáϕρασης τωυ σΧετικωυ áρΘρωυ στη γλωσσα της Χωρας Χρńσης.
Info vedrørende installation af målekæderne i eksplosionstruede omgivelser
Hvis målekæden skal installeres i eksplosionstruede omgivelser, skal installationsanvisningerne i brugsanvisningen
følges. Hvis der i denne forbindelse opstår sproglige problemer, bedes De henvende Dem til produktionsfirmaet,
som så vil sørge for, at De modtager en oversætelse af den relevante artikel på Deres sprog.
Poznámka k instalaci mĕřicích řetězců v prostředí s nebezpečím výbuchu.
Když má být měřicí řetězec (sestávající z čidla a konvertoru) instalován v prostŕedí s nebezpečím výbuchu, tak je
třeba respektovat instalační pokyny, které jsou součástí návodu k upotřebení. Kdyby při tom došlo k jazykovým
potížím, tak prosíme kontaktujte výrobní firmu, která Vám relevantní článek zašle v jazyku krajiny použití.
Piezīme par mērīšanas ķēžu instalēšanu sprādziena bīstamās zonās.
Ja mērīšanas ķēde jāuzstāda sprādzienbīstamā zonâ, ir jāievēro lietošanas instrukcijā dotie instalēšanas norādījumi.
Ja rodas kādas valodas grūtības, lūdzu griezieties pie izgatavotāja firmas, kas Jums nosūtīs nozīmīgâko nodaļu
tulkojumus lietotāja valsts valodā.
Emerson
epro GmbH
Jöbkesweg 3
48599 Gronau
Germany
T +49 2562 709 0
F +49 2562 709 401
www.Emerson.com
4
Operating Manual Contents
MHM-97924-PBF June 2022
Contents
Chapter 1 General.......................................................................................................................... 9
1.1 About this manual............................................................................................................................ 9
1.2 Symbols............................................................................................................................................9
1.3 Liability and guarantee................................................................................................................... 10
1.4 Technical support...........................................................................................................................10
1.5 Storage and transport.....................................................................................................................10
1.6 Disposal of the device.....................................................................................................................11
1.7 China RoHS Compliance................................................................................................................. 11
1.8 Installation awareness.................................................................................................................... 11
Chapter 2 Safety instructions....................................................................................................... 13
2.1 Using the device............................................................................................................................. 13
2.2 Owner's responsibility.....................................................................................................................13
2.3 Radio interference.......................................................................................................................... 13
2.4 ESD safety...................................................................................................................................... 14
2.5 Important information about hazardous voltages.......................................................................... 14
Chapter 3 Functional overview.....................................................................................................15
3.1 Implemented rules......................................................................................................................... 17
3.2 External interfaces..........................................................................................................................20
3.3 Notification system........................................................................................................................ 20
3.4 Health calculation...........................................................................................................................28
3.5 Trend data storage......................................................................................................................... 29
3.6 Basic protection..............................................................................................................................30
3.7 Predicates and data collections.......................................................................................................30
Chapter 4 First steps.................................................................................................................... 33
4.1 Requirements on the configuration device..................................................................................... 33
4.2 Connect to the AMS Asset Monitor................................................................................................. 33
4.3 Log out from AMS Asset Monitor Web Interface............................................................................. 35
4.4 Overview web interface.................................................................................................................. 35
4.5 Enter basic settings.........................................................................................................................37
4.5.1 Basics.......................................................................................................................................... 38
4.5.2 Network IPv4...............................................................................................................................39
4.5.3 DNS.............................................................................................................................................40
4.5.4 Date and time..............................................................................................................................41
Chapter 5 Data and network security........................................................................................... 43
5.1 Certificates.....................................................................................................................................43
5.2 Firewall considerations................................................................................................................... 43
5.3 Additional security considerations..................................................................................................44
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June 2022 MHM-97924-PBF
Chapter 6 Configure the AMS Asset Monitor.................................................................................45
6.1 Configuration page overview..........................................................................................................46
6.2 CHARMs......................................................................................................................................... 48
6.2.1 Recomended procedures – CHARMs........................................................................................... 48
6.2.2 Parameter description – CHARMs................................................................................................50
6.3 External data points........................................................................................................................78
6.3.1 Recommended procedures – External data points.......................................................................78
6.3.2 Parameter description – External data points.............................................................................. 80
6.4 Predicates.......................................................................................................................................81
6.4.1 Recommended procedures – Predicates..................................................................................... 81
6.4.2 Parameter description – Predicates............................................................................................. 82
6.5 Assets.............................................................................................................................................83
6.5.1 General........................................................................................................................................83
6.5.2 Fan – axial, direct motor drive......................................................................................................85
6.5.3 Fan – axial, gearbox drive.............................................................................................................88
6.5.4 Fan – centrifugal, center hung..................................................................................................... 91
6.5.5 Fan – centrifugal, over hung........................................................................................................ 93
6.5.6 Gearbox – single reduction..........................................................................................................96
6.5.7 Generic – rotating, center hung...................................................................................................99
6.5.8 Generic – rotating, over hung....................................................................................................102
6.5.9 Heat exchanger – shell & tube, counter-current.........................................................................105
6.5.10 Hydrocarbon pump – centrifugal, overhung............................................................................106
6.5.11 Motor – inductive....................................................................................................................109
6.5.12 Pump – centrifugal, center hung............................................................................................. 111
6.5.13 Pump – centrifugal, over hung................................................................................................ 114
6.5.14 Recommended procedure – Assets......................................................................................... 116
6.5.15 Parameter description – Assets............................................................................................... 118
6.5.16 Tachometer.............................................................................................................................129
6.5.17 Export asset specific information as MTP file............................................................................130
6.6 Output logics................................................................................................................................131
6.6.1 Recommended procedures – Output logics.............................................................................. 131
6.6.2 Parameter description – Output Logics..................................................................................... 133
6.7 Data collections............................................................................................................................136
6.7.1 Recommended procedures – Data collections...........................................................................137
6.7.2 Parameter description – Data collections.................................................................................. 138
6.8 Users............................................................................................................................................ 143
6.8.1 Recommended procedures – Users........................................................................................... 143
6.8.2 Parameter description...............................................................................................................144
6.8.3 User menu.................................................................................................................................146
6.9 System......................................................................................................................................... 147
6.9.1 Recommended procedures – System........................................................................................ 147
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Operating Manual Contents
MHM-97924-PBF June 2022
6.9.2 Parameter description – System................................................................................................147
Chapter 7 Commission the AMS Asset Monitor...........................................................................163
Chapter 8 Status and health indication.......................................................................................165
8.1 Dashboard....................................................................................................................................165
8.2 Status overview – CHARM............................................................................................................ 166
8.2.1 Measurement displays...............................................................................................................168
8.3 Status overview – asset................................................................................................................ 172
8.3.1 Health displays.......................................................................................................................... 174
8.4 Status overview – system .............................................................................................................176
8.5 Alerts............................................................................................................................................180
8.6 Alerts – asset................................................................................................................................ 181
8.7 Alerts – CHARM............................................................................................................................ 182
8.8 Tiles view and list view..................................................................................................................183
8.8.1 Tiles view – CHARMs..................................................................................................................183
8.8.2 List view – CHARMs................................................................................................................... 185
8.8.3 Tiles view – External data points................................................................................................ 186
8.8.4 List view – External data points.................................................................................................. 187
8.8.5 Tiles view – Predicates...............................................................................................................188
8.8.6 List view – Predicates.................................................................................................................188
8.8.7 Tiles view – Assets..................................................................................................................... 189
8.8.8 List view – Assets....................................................................................................................... 189
8.8.9 Tiles view – Output logics.......................................................................................................... 190
8.8.10 List view – Output logics..........................................................................................................190
8.8.11 Tiles view – Data collections.................................................................................................... 191
8.8.12 List view – Data collections......................................................................................................191
Chapter 9 Maintenance..............................................................................................................193
9.1 Firmware update.......................................................................................................................... 193
9.1.1 Firmware update – AMS Asset Monitor......................................................................................193
9.1.2 Firmware update – CHARM....................................................................................................... 194
9.2 Reset button................................................................................................................................ 195
9.2.1 Recovery mode......................................................................................................................... 196
9.2.2 Activate bypass IP address.........................................................................................................199
9.2.3 Reset to factory default............................................................................................................. 200
9.3 Reboot......................................................................................................................................... 200
9.4 Backup and restore.......................................................................................................................201
9.4.1 Backup...................................................................................................................................... 202
9.4.2 Restore......................................................................................................................................202
Index .................................................................................................................................. 205
MHM-97924-PBF, Rev. 3.2 vii
Contents Operating Manual
June 2022 MHM-97924-PBF
viii MHM-97924-PBF, Rev. 3.2
Operating Manual
MHM-97924-PBF June 2022
General
1 General
1.1 About this manual
This manual contains information and step-by-step instructions for configuring and
operating the AMS Asset Monitor.
Read this manual completely prior to starting installation of the device. Comply with all
safety instructions.
This operating manual applies for AMS Asset Monitors with a hardware revision and
firmware version listed in Table 1-1. See type plate for hardware revision level. The
firmware version is displayed in the status overview of the system (see Status overview –
system).
Table 1-1: Hardware revision and firmware version
Component Hardware revision Firmware version
AMS Asset Monitor 13 and later 2.1.1
Include the operating manual when transferring the device to third parties.
Note
When requesting technical support, indicate type and serial number from the type plate.
See Table 1-2 for a list of documents referred to in this operating manual.
Table 1-2: Referenced documents
MHM Number Document name
MHM-97925-PBF Installation Guide VI Piezo CHARM
MHM-97929-PBF Installation Guide VI Voltage CHARM
MHM-97930-PBF Installation Guide VI Tach CHARM
MHM-97923-PBF Installation Guide AMS Asset Monitor
AMS-SEC-PSG-001 AMS Product Security Documentation
--- User Guide AMS Machine Works
1.2 Symbols
Note
This symbol marks passages that contain important information.
CAUTION
This symbol marks operations that can lead to malfunctions or faulty measurements, but
will not damage the device.
MHM-97924-PBF, Rev. 3.2 9
General
June 2022 MHM-97924-PBF
Operating Manual
DANGER
A danger indicates actions that can lead to property damage or personal injury.
1.3 Liability and guarantee
Emerson is not liable for damages that occur due to improper use. Proper use also includes
the knowledge of, and compliance with, this document.
Customer changes to the device that have not been expressly approved by Emerson will
result in the loss of guarantee.
Due to continuous research and further development, Emerson reserves the right to
change technical specifications without notice.
1.4 Technical support
You may need to ship this product for return, replacement, or repair to an Emerson
Product Service Center. Before shipping this product, contact Emerson Product Support to
obtain a Return Materials Authorization (RMA) number and receive additional instructions.
Product Support
Emerson provides a variety of ways to reach your Product Support team to get the answers
you need when you need them:
Phone
Email
Web
To search for documentation, visit http://www.emerson.com.
To view toll free numbers for specific countries, visit http://www.emersonprocess.com/
technicalsupport.
Note
If the equipment has been exposed to a hazardous substance, a Material Safety Data Sheet
(MSDS) must be included with the returned materials. An MSDS is required by law to be
available to people exposed to specific hazardous substances.
Toll free 800.833.8314 (U.S. and Canada)
+1.512.832.3774 (Latin America)
+63.2702.1111 (Asia Pacific, Europe, and Middle East)
Guardian.GSC@Emerson.com
http://www.emerson.com/en-us/contact-us
1.5 Storage and transport
Store and transport the device only in its original packaging. Technical data specifies the
environmental conditions for storage and support.
10 MHM-97924-PBF, Rev. 3.2
Operating Manual
MHM-97924-PBF June 2022
General
1.6 Disposal of the device
Provided that no repurchase or disposal agreement exists, recycle the following
components at appropriate facilities:
• Recyclable metal
• Plastic elements
Sort the remaining components for disposal, based on their condition. National laws or
provisions on waste disposal and protection of the environment apply.
Note
Environmental hazards! Electrical waste and electronic components are subject to
treatment as special waste and may only be disposed by approved specialized companies.
1.7 China RoHS Compliance
Our products manufactured later than June 30, 2016 and those which are sold in the
People's Republic of China are marked with one of the following two logos to indicate the
Environmental Friendly Use Period in which it can be used safely under normal operating
conditions.
Products without below mentioned marking are either manufactured before June 30 or
are non-electrical equipment products (EEP).
Circling arrow symbol with "e": The product contains no hazardous substances over
the Maximum Concentration Value and it has an indefinite Environmental Friendly
Use Period.
Circling arrow symbol with a number: This product contains certain hazardous
substances over the Maximum Concentration Value and it can be used safely under
normal operating conditions for the number of years indicated in the symbol. The
names and contents of hazardous substances can be found in the folder "China
RoHS Compliance Certificates" on the documentation CD or DVD enclosed with the
product.
1.8 Installation awareness
Note
When planning a measurement, observe the following items:
• Consider environmental conditions which might have an influence on the
measurement such as temperature, humidity, substances aggressive to the sensor,
and pollution.
• Always use a stiff and vibration-free sensor holder.
• Define a suitable measuring range, not larger than necessary, in consultation with the
operator of the plant.
• Define the trip limit in consultation with the operator of the plant.
MHM-97924-PBF, Rev. 3.2 11
General Operating Manual
June 2022 MHM-97924-PBF
• Take measurement deviations into account when defining the trip limit.
• Use a sensor that meets the requirements of the defined measuring range.
• Ensure an EMC-compatible installation including the use of proper cables.
• Ensure proper function of the measurement before activating the measurement for
regular operation.
12 MHM-97924-PBF, Rev. 3.2
Operating Manual Safety instructions
MHM-97924-PBF June 2022
2 Safety instructions
To ensure safe operation, carefully observe all instructions in this manual.
The correct and safe use of this device requires that operating and service personnel both
understand and comply with general safety guidelines and observe the special safety
comments listed in this manual. Where necessary, safety-sensitive points on the device
are marked.
DANGER
Because the device is electrical equipment, commissioning and service must be performed
only by trained and authorized personnel. Maintenance must be carried out only by
trained, specialized, and experienced personnel.
2.1 Using the device
Install and use the device as specified in this document.
If the device is used in a manner not specified by the manufacturer, the functions and
protection provided by the device may be impaired.
2.2 Owner's responsibility
If there is a reason to suspect that hazard-free operation, and thus, adequate machine
protection is no longer possible, take the device out of operation and safeguard it from
unintentional operation. This is the case:
• if the device shows visible damage.
• if the device no longer works.
• after any kind of overload that has exceeded the permissible limits (such as those
detailed in chapter "Technical data," section "Environmental conditions").
DANGER
If device tests have to be completed during operation or if the device has to be replaced or
decommissioned, it will impair the machine protection and may cause the machine to
shut down. Make sure to deactivate machine protection before starting such work, and
reactivate it after work has been completed.
2.3 Radio interference
The device is carefully shielded and tested to be technically immune to radio interference
and complies with current standards. However, if you operate this device together with
other peripheral devices that are not properly shielded against radio interference,
disturbances and radio interferences may occur.
MHM-97924-PBF, Rev. 3.2 13
Safety instructions Operating Manual
June 2022 MHM-97924-PBF
2.4 ESD safety
DANGER
Internal components can be damaged or destroyed due to electrostatic discharge (ESD)
during the handling of the device.
Take suitable precautions before handling the device to prevent electrostatic discharges
through the sensor electronics. Such measures might include, for example, wearing an
ESD bracelet. Transport and storage of electronic components may only be made in ESDsafe packaging.
Handle the device with particular care during dry meteorological conditions with relative
humidity below 30% as electrostatic discharges can appear more frequently.
2.5 Important information about hazardous voltages
DANGER
The KL4502X1-MA1 CHARM Relay Output Terminal Block may have hazardous live
voltages on its output terminals. This terminal block is capable to switch field power of 250
V AC. Ensure that proper safety precautions, such as de-energizing field power, are
observed during installation, maintenance, or any time wiring changes are made to the
CHARM Relay Output Terminal Block.
14 MHM-97924-PBF, Rev. 3.2
Operating Manual Functional overview
MHM-97924-PBF June 2022
3 Functional overview
The AMS Asset Monitor is a field mountable device to collect data from driven and none
driven assets (see Table 3-1) by using different kinds of sensor such as piezoelectric
vibration sensors to analyze the machine health and to provide alarms depending on the
machine state. The hardware is designed to carry up to 12 CHARMs1 – AM 5125 VI Piezo
CHARMs, VI Tach CHARMs, VI Voltage CHARMs, and compatible DeltaV™ CHARMs – to
connect input and output signals. See AMS Asset Monitor Installation Guide for further
details on the hardware.
The AMS Asset Monitor can be used as a standalone prediction device with basic
protection functions or integrated into a network and connected to subsequent systems
such as Emerson's AMS Machine Works or AMS Plantweb Optics.
The installation of additional software on your PC or Laptop is not necessary. Use your web
browser to configure and control the AMS Asset Monitor.
The input signals measured by sensors mounted on the equipment to be monitored are
connected through sensor specific CHARMs to the signal processing parts of the AMS
Asset Monitor. The preprocessed sensor signals are forwarded to the prediction unit for
analysis based on predefined rules with configurable parameters. The prediction results
are output based on selectable logics through output CHARMs or forwarded to
subsequent systems through the Ethernet interface. The input sensor signals are also
forwarded to the unit for basic protection. The typical reaction time of the basic protection
is < 1 second. Detected alarms are output through output CHARMs.
The AMS Asset Monitor has a data collection function to send specific waveform data to
AMS Machine Works.
CHAR
1
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Figure 3-1: Functional overview
A. AMS Asset Monitor
B. Prediction and logic unit
C. Signal preprocessing
D. Basic protection unit
E. Signal input CHARMs and output CHARMs (available input signals depend on installed
CHARMs) and Ethernet interface for data exchange through Modbus over TCP/IP, OPC
UA, and configuration
F. Equipment to be monitored (see Table 3-1)
G. Configuration PC, Server, etc.
H. Control cabinet of the Equipment
Table 3-1: Supported assets
Driver Intermediate Driven Non-driven
Electric motor Gear box Pump Center
hung
Over hung
Fan Center
hung
Over hung
Axial
Heat exchanger – shell
& tube, countercurrent
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3.1 Implemented rules
The AMS Asset Monitor has several functions such as FFT, Energy in Bands, or
PeakVue Plus™ for analyzing the collected machine data. Predefined rules with
configurable parameters are used to evaluate the machine's health based on the used
prediction functions. The rules identify the running speed amplitude using data from a
tachometer, a DeltaV DI CHARM, from an AI CHARM, from the VI Tach CHARM, from an
external data point, or from a manual input.
The following spectrum-based analytics are implemented into the AMS Asset Monitor:
Alignment
Figure 3-2: Spectrum
Bearing
Figure 3-3: Fault frequencies bearing
The alignment rule looks at the running speed and two times running speed
amplitude relationship. From this relationship the alignment rule
determines if there is a likely alignment issue. The rule can be executed at
bearing and shaft vibration measurements.
The bearing rule uses the PeakVue Plus™ algorithm to recognize repetitive and
non-synchronous events in the frequency spectrum to detect mechanical
bearing defects. With known individual mechanical bearing parameters or fault
frequencies (FTF, BSF, BPFO, BPFI) fundamental bearing defects can be
detected.
A. FTF (Fundamental train frequency)
B. BSF (Ball spin frequency)
C. BPFO (Ball pass frequency outer)
D. BPFI (Ball pass frequency inner)
Balance
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The balance rule looks at the asset running speed amplitude to perform its
analysis (see Figure 3-2). The rule determines if the one times running speed
amplitude is higher than the selected acceptable balance level.
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Blade
pass
Typically, the blade pass rule is a blade or vane pass assessment. The blade
pass rule looks at the one times and two times pass frequency amplitude for
excessive pulsation levels. High amplitudes indicate flow restrictions,
impeller clearance problems, and possible resonance problems. There are no
general industry standards for the allowable pass amplitude, so the alert
limits for this will rely on the vendor of the equipment or customer
determined allowable levels.
Figure 3-4: Velocity spectrum – blade pass
A. Amplitude 1
B. Blade pass 1
C. Amplitude 2
D. Blade pass 2
Flow turbulence – pump
Fluid turbulence analysis. The flow rule looks for cavitation,
aeration, or recirculation in pumps.
Flow turbulence – fan
Gas turbulence analysis. The flow rule looks for rotating stall
or surge in fans.
Figure 3-5: Velocity spectrum – flow
Uneven air gap
Inductive motor analysis. The uneven air gap rule uses the second
harmonic amplitude of the line frequency to determine if an
inductive motor has an air gap problem caused by a soft foot, an
eccentric or deformed stator, or an eccentric rotor.
Gear
misalignment
The gear misalignment rule looks at the one times, two times, and
three times gear mesh frequencies amplitude to determine if there
is a gear alignment issue.
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Tooth wear
The tooth wear rule looks at the energy of the sidebands of the one
times, two times, and three times gear mesh frequencies to determine
if there is an issue with a wear down tooth.
Cracked or
broken tooth
This evaluation is under development. The cracked or broken tooth rule
uses the PeakVue Plus™ algorithm to detect possible mechanical
gearbox faults.
Figure 3-6: Velocity spectrum – example for gear mesh frequency with sidebands
A. Gear mesh amplitude
B. Gear mesh frequency
Looseness
The looseness rule looks at the ratio of tree times to one times running
speed amplitude to determine if looseness is present (see Figure 3-2). The
four times running speed amplitude is automatically used for the
determination if a fan with three blades is supervised.
Lubrication
The lubrication rule uses the PeakVue Plus™ algorithm to determine if there
is an under or over lubrication issues with an antifriction bearing.
Oil whirl
The oil whirl rule looks for bearing instability issues at sleeve bearings
caused by oil whirls. The 0.3X to 0.55X amplitudes are supervised to detect
oil whirl problems.
Figure 3-7: Spectrum – oil whirl
Fouling
The fouling rule detects a decreased heat transfer coefficient because of
deposits in the heat exchanger by checking process values such as flow and
temperature.
Duty
The duty rule checks the heat duty on the cold and hot side of the heat
exchanger to survey the quality of the flow and temperature measurements
used for the fouling detection. The fouling detection can be imprecise if the
heat duty on the cold and hot side is uneven.
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An integrated bearing database with fault frequencies and mechanical parameters of
typically used types of antifriction bearing supports the asset health supervision.
3.2 External interfaces
The AMS Asset Monitor is equipped with several interfaces such as OPC UA, Modbus TCP,
Plantweb Optics Data Collector, and AMS Machine Works to provide data to subsequent
systems.
Import external data such as temperature or pressure through the OPC UA or Modbus TCP
interface into the AMS Asset Monitor by using external data points (see External data
points).
OPC UA
The integrated OPC UA (Open Platform Communications United Architecture) server is
capable to provide data simultaneously to five OPC UA clients. Up to 1000 OPC items (data
points) per connection can be read at a minimum cycle time of one second. See OPC UA.
Modbus TCP
The integrated Modbus server is capable to provide data simultaneously to up to five
Modbus TCP clients. Writing data to the AMS Asset Monitor is also supported. Assign
internal values to the Modbus registers to get a user defined Modbus table. See Modbus
TCP.
Plantweb Optics Data Collector
The Plantweb Optics Data Collector is specially designed to provide data to Emerson's
Plantweb Optics. Create a Plantweb Optics Data Collector user to use this interface with
Plantweb Optics. See Parameter description and Plantweb Optics Data Collector Interface.
AMS Machine Works
The Machine Works interface is designed to provide data to Emerson's AMS Machine
Works by using the data collection function, see Data collections. Create an AMS Machine
Works user to use this interface with AMS Machine Works. See Parameter description and
AMS Machine Works interface.
3.3 Notification system
Standardized elements such as a color system, different alert levels and texts help to
distinguish the importance level of notifications.
Meaning of the general colors
Buttons and notifications are colored depending on their functions and meanings.
Table 3-2: General color meaning
Color Meaning
Blue Information, Maintenance
Green OK
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Table 3-2: General color meaning
Color Meaning
Yellow Advise
Orange Warning
Red Critical
Gray Unknown
Purple Unconfigured
(continued)
Messages in the notification area
Detected events that reduce the health status of assets or CHARMs are indicated by
messages which appear in the notification area2. The background color of the message
depends on the alert level.
Figure 3-8: Structure of the message
A. Colored status bar
B. Name of the analysis function that has detected the event
C. Calculated health value in percent, alert level, and indication how long the event is
already present.
D. Description of the detected health event including a recommendation on how to solve it.
E. Time stamp of the event
F. Measurement locations with health indication used for the rule. The measurement
location with the lowest health indication provides the overall alert in the rule.
Measurement locations without a value ( ---%) are not available for the rules calculation.
G. Button for opening or closing the measurement location information
Alert levels
There are three alert levels to indicate the health of the supervised assets and the health of
the AMS Asset Monitor.
2
See Status overview – CHARM and Status overview – asset.
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Table 3-3: Alert levels
1
Level
Hi or Lo Advise
HiHi or LoLo Warning
HiHiHi or LoLoLo Critical (Danger)
1
Output logics
Health level Color
OK
AMS Asset Monitor status in browser tab name
The system status of the AMS Asset Monitor is indicated with a colored dot in the browser
tab.
Figure 3-9: Status in browser tab
A. Status indication
See Table 3-2 for color explanation.
Status light of the AMS Asset Monitor
The most important notifications are also indicated by a bicolored status light at the front
of the AMS Asset Monitor.
Table 3-4: Status light of the AMS Asset Monitor
Event Status light Recommendation
Color Blinking
pattern
No fault detected Green Solid ---
Health value is good (≥ 90%) ---
Configuration required Green Fast flashing (1
per 500
milliseconds
seconds)
Maintenance mode1 is active Open AMS Asset Monitor Web
Open AMS Asset Monitor Web
Interface to check the
configuration on
inconsistencies.
Interface to check whether an
installed CHARM is disabled.
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Table 3-4: Status light of the AMS Asset Monitor
Event Status light Recommendation
Color Blinking
Health value is ≥60% and <90%
(Advise state)
Health value is ≥30% and <60%
(Warning state)
Health value is <30% (Critical
state)
Supply voltage is out of the OK
range
No supply voltage --- Off Check the power supply.
1
At least one of the installed CHARMs is disabled.
Red Solid Open AMS Asset Monitor Web
Red Slow flashing
Red Fast flashing (1
Red Solid OK range: 21.6 V to 26.4 V
(continued)
pattern
(1 per 2
seconds)
per 500
milliseconds)
Interface to get
recommendations on how to
solve the issue.
Check the power supply.
Ethernet socket LEDs
Each Ethernet socket has two integrated LEDs, a green LED on the left and an orange LED
on the right side. See Figure 3-10.
Figure 3-10: Location of the Ethernet socket LEDs
A. Green LED (left)
B. Orange LED (right)
C. LAN2 (LAN2.1 and LAN2.2)
D. LAN1
Table 3-5: Meaning of the Ethernet socket LEDs
Speed LAN1 LAN2
Green LED (left) Orange LED
(right)
No connection Off Off Off Off
10 Mbit/s
connection
Solid Flashing
1
Green LED (left) Orange LED
Off Flashing
(right)
1
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Table 3-5: Meaning of the Ethernet socket LEDs
Speed LAN1 LAN2
Green LED (left) Orange LED
(right)
100 Mbit/s
connection
1 Gbit/s
connection
1
Frequency depends on the data traffic.
Solid Flashing
Solid Flashing
1
1
(continued)
Green LED (left) Orange LED
Off Flashing
--- ---
(right)
1
Status light – analog CHARMs
Table 3-6 describes the meaning of the colors and patterns of the bicolored LED on the
following CHARMs:
• AM 5125 VI Piezo CHARM
• VI Tach CHARM
• VI Voltage CHARM
• AI 4 to 20 mA CHARM
• RTD CHARM
• Thermocouple/mV input CHARM
The following figure describes the position of the bicolored LED.
Figure 3-11: CHARM's LED
A. Red/Green LED
Table 3-6: Meaning of the LED indication – analog CHARMs
LED color and pattern Description and corrective action
Green (continuous) The channel and CHARM status is good and the CHARM is configured.
Note
If a bad configuration is downloaded to a successfully configured
CHARM, the CHARM rejects the bad configuration and remains
configured with the good configuration. In this case the LED pattern is
Green (continuous).
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Table 3-6: Meaning of the LED indication – analog CHARMs
LED color and pattern Description and corrective action
Green (flashing twice per
second)
Green (flashing ten times
per second)
Red (continuous) No communications on the bus or no address.
Red (flashing twice per
second)
The CHARM has a connected device but is not configured. If the AMS
Asset Monitor supervision function displays the Critical status for this
CHARM, a configuration error, such as a configuration mismatch has
occurred. If the AMS Asset Monitor supervision function displays the
Maintenance status for the CHARM, the CHARM has not been
configured. In this case, configure the CHARM in AMS Asset Monitor
Web Interface.
A user has issued an identify CHARM command from AMS Asset
Monitor Web Interface. This is not a fault and no action is required.
• If this pattern is seen on an individual CHARM, replace the CHARM.
• If this pattern is seen on all installed CHARMs within an AMS Asset
Monitor, ensure that the correct address plug is installed.
• If this pattern is seen on all installed CHARMs within an AMS Asset
Monitor, ensure that the AMS Asset Monitor is functioning
correctly.
Channel fault or hardware error. Check wiring and associated field
device. If wiring and device are correct, replace the CHARM. This
pattern can also occur if an unconfigured CHARM with no connected
device is installed in the AMS Asset Monitor.
(continued)
Red (flashing) If this pattern is seen on a VI Piezo CHARM or a VI Voltage CHARM,
check the status overview of the CHARM (see Status overview –
CHARM). If "Not calibrated" is displayed, replace the CHARM.
Green then red flashing
four times per second
Green and red alternating
two times per second
Green then red flashing
briefly once every 1.5
seconds (for output
CHARMs only)
No colors The CHARM is unpowered or not functioning.
A CHARM fault (such as a bad address or a faulty CHARM bus) exists
that does not affect the channel status.
• If this pattern is seen on an individual CHARM, replace the CHARM.
• If this pattern is seen on all installed CHARMs within an AMS Asset
Monitor, ensure that the correct address plug is installed.
• If this pattern is seen on all installed CHARMs within an AMS Asset
Monitor, ensure that the AMS Asset Monitor is functioning
correctly.
The CHARM is being upgraded or is in upgrade mode.
The AMS Asset Monitor has placed the CHARM in a fault state.
• If all CHARMs' LEDs are not showing a color, check the power
connections.
• If the LEDs on all the CHARMs within an AMS Asset Monitor are not
showing a color, check the connection to the AMS Asset Monitor.
• If the LED on one CHARM is not showing a color, replace the
CHARM.
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Status light – discrete CHARMs
Table 3-7 describes the meaning of the colors and patterns of the two LEDs on the
following CHARMs:
• DI 24 V DC Low-Side Sens (dry contact) CHARM
• DO 24 V DC High-Side CHARM
The following figure describes the position of both LEDs.
Figure 3-12: CHARM's LED
A. Red/Green LED
B. Yellow LED
Table 3-7: Meaning of the LED indication – discrete CHARMs
LED color and pattern Description and corrective action
Green (continuous) The channel and CHARM status is good and the CHARM is configured.
Green (flashing twice per
second)
Green (flashing ten times
per second)
Red (continuous) No communications on the bus or no address.
Red (flashing twice per
second)
The CHARM is not configured. If the AMS Asset Monitor supervision
function displays the Critical status for this CHARM, a configuration
error, such as a configuration mismatch has occurred. If the AMS Asset
Monitor supervision function displays the Maintenance status for the
CHARM, the CHARM has not been configured. In this case, configure
the CHARM in AMS Asset Monitor Web Interface.
A user has issued an identify CHARM command from AMS Asset
Monitor Web Interface. This is not a fault and no action is required.
• If this pattern is seen on an individual CHARM, replace the CHARM.
• If this pattern is seen on all installed CHARMs within an AMS Asset
Monitor, ensure that the correct address plug is installed.
• If this pattern is seen on all installed CHARMs within an AMS Asset
Monitor, ensure that the AMS Asset Monitor is functioning
correctly.
Channel fault. Check wiring and associated field device. If wiring and
device are correct, replace the CHARM.
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Table 3-7: Meaning of the LED indication – discrete CHARMs
LED color and pattern Description and corrective action
Green then red flashing
four times per second
Green and red alternating
two times per second
Green then red flashing
briefly once every 1.5
seconds (for output
CHARMs only)
No colors The CHARM is unpowered or not functioning.
A CHARM fault (such as a bad address or a faulty CHARM bus) exists
that does not affect the channel status.
• If this pattern is seen on an individual CHARM, replace the CHARM.
• If this pattern is seen on all installed CHARMs within an AMS Asset
Monitor, ensure that the correct address plug is installed.
• If this pattern is seen on all installed CHARMs within an AMS Asset
Monitor, ensure that the AMS Asset Monitor is functioning
correctly.
The CHARM is being upgraded or is in upgrade mode.
The AMS Asset Monitor has placed the CHARM in a fault state.
• If all CHARMs' LEDs are not showing a color, check the power
connections.
• If the LEDs on all the CHARMs within an AMS Asset Monitor are not
showing a color, check the connection to the AMS Asset Monitor.
• If the LED on one CHARM is not showing a color, replace the
CHARM.
(continued)
Yellow This is the channel state indication:
• Yellow (continuous) – The actual input value or the intended
output value is ON.
• Off – The actual input value or the intended output value is OFF.
Meaning of LED indication – AM 5730 +24 V DC Power Module
Table 3-8 describes the meaning of the colors and patterns of the LED on the AM 5730.
The following figure describes the position of the bicolored LED.
Figure 3-13: +24 V DC Power Module LED
A. Red and Green LED
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Table 3-8: Meaning of the LED indication – +24 V DC Power Module
LED color and pattern Description and corrective action
Green (continuous) Power Module active
Red (continuous) Fault detected
• Input voltage is below 21.6 V DC
• Input voltage is above 26.4 V DC
No colors • The +24 V DC Power Module is not supplied.
• Hardware error. In that case replace the +24 V DC Power Module.
3.4 Health calculation
The AMS Asset Monitor calculates the health of each configured asset and displays it as a
numerical rating. Different rules such as Alignment, Balance, or Looseness (see
Implemented rules) and configured measurement alerts (see Measurement alerts) are
used for the calculation. The rule or measurement alert with the worst result is used for the
health score evaluation of the asset.
Note
Measurement locations with status Critical are not available for the rule calculation. A rule
cannot be calculated if fewer than the required minimum number of measurement
locations are available for the rule. See Assets for required measuring locations.
The health score is between 0-100, where 0 is completely unhealthy, and 100 is
completely healthy.
The AMS Asset Monitor also uses the health score to derive an overall assets status. The
health calculation of the asset with the worst result is used for the indication.
Figure 3-14 explains the health score and the different health levels Healthy, Advise,
Warning and Critical.
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Figure 3-14: Asset health score
A. Healthy ≥90%
B. Advise ≥60% and <90%
C. Warning ≥30% and <60%
D. Critical <30%
E. Limit value – Advise (90%)
F. Limit value – Warning (60%)
G. Limit value – Critical (30%)
Health calculation cycle
The health of the configured assets is calculated every 60 minutes. Click the button in
the analytics display to manually start a health calculation (see Status overview – asset).
The health is also calculated when Save & Close is clicked in the asset configuration dialog
or after a reboot of the AMS Asset Monitor. A manually started health calculation does not
affect the 60 minutes cycle.
3.5 Trend data storage
The data visualized by the overall assets health trend (see Figure 8-1) and the asset specific
health trends (see Figure 8-10) are permanently saved on the AMS Asset Monitor. The data
is aggregated depending on the age of the data:
Table 3-9: Data aggregation
Data age Interval
≤5 minutes 1 value per second
>5 minutes and ≤1 hour 10 seconds
>1 hour and ≤1 day 5 minutes
>1 day and ≤1 week 30 minutes
>1 week and ≤1 month 2 hours
>1 month and ≤1 year 1 day
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Table 3-9: Data aggregation
Data age Interval
>1 year and ≤14 years 1 week
Time stamp
Trend data and alerts are stored together with the current time of the AMS Asset Monitor.
3.6 Basic protection
The AMS Asset Monitor is equipped with basic functions for machine protection. The
following signal evaluations for dynamic signals are available:
0-to-Peak
Peak-to-Peak
RMS
Equivalent peak
(√2 * Velocity
RMS)
The measured value is proportional to the vibration of the
supervised asset in 0-to-peak evaluation.
The measured value is proportional to the vibration of the
supervised asset in peak-to-peak evaluation.
The measured value is proportional to the vibration of the
supervised asset in RMS3 evaluation.
The measured RMS value of the supervised asset is multiplied by √2
to get the Equivalent peak value for the output. This evaluation is
available for VI Piezo CHARMs.
.
(continued)
PeakVue
All values measure by CHARMs or imported as an external data point can be supervised on
limit violations. Configure alarm limits in the Measurement alerts dialog of the asset
where the CHARM or external data point is used that provides the value to be supervised.
PeakVue detects impact-like events such as bearing defects. The
detected amplitudes can be supervised by user defined alarm limits.
This evaluation is available for VI Piezo CHARMs.
3.7 Predicates and data collections
Predicates
The AMS Asset Monitor is equipped with a logic editor to define predicates to control the
execution of data collections and asset health calculations (see Health calculation) based
on input signals such as measuring values or logic states. Sources for a predicate:
• Input CHARMs
• External data points
• Assets (speed value)
• Other predicates (predicate-in-predicate)
Up to 20 predicates with up to 10 different conditions can be defined.
3
Root Mean Square
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