Emerson CSI 2140 User Manual

CSI 2140 Machinery Health™ Analyzer
User Guide
User Guide
MHM-97432, Rev 1
October 2013
Copyright
2013 by Emerson Process Management. 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 PROCESS MANAGEMENT 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 Process Management 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 Process Management. The information in this manual is not all-inclusive and cannot cover all unique situations.
Trademarks and Servicemarks
See http://www2.emersonprocess.com/siteadmincenter/PM%20Central%20Web%20Documents/marks.pdf
ME'scopeVES is a trademark of Vibrant Technology, Inc.
Bluetooth is a registered trademark of the Bluetooth SIG, Inc.
All other marks are property of their respective owners.
Patents
The product(s) described in this manual are covered under existing and pending patents.
CE Notice
Emerson Process Management products bearing the symbol on the product or in the user’s manual are in compliance with applicable EMC and Safety Directives of the European Union. In accordance with CENELEC standard EN 50082-2, normal intended operation is specified as follows: 1. The product must not pose a safety hazard. 2. The product must not sustain damage as a result of use under environmental conditions specified in the user documentation. 3. The product must stay in or default to an operating mode that is restorable by the user. 4. The product must not lose program memory, user-configured memory (e.g., routes), or previously stored data memory. When apparent, the user may need to initiate a reset and/or restart of a data acquisition in progress. A Declaration of Conformity certificate for the product is on file at the appropriate Emerson Process Management office within the European Community.

Contents

Contents
Chapter 1 CSI 2140 Machinery Health Analyzer ................................................................................. 1
1.1 CSI 2140 Machinery Health Analyzer overview ................................................................................ 1
1.2 User Guide overview ....................................................................................................................... 1
1.3 User Guide conventions ..................................................................................................................1
1.4 Precautions and general maintenance ............................................................................................ 2
1.5 Technical support ........................................................................................................................... 3
Chapter 2 Introduction to the analyzer ..............................................................................................5
2.1 Standard equipment ....................................................................................................................... 5
2.2 Front view ....................................................................................................................................... 6
2.3 Using the stand ............................................................................................................................... 7
2.4 Attach the shoulder strap ................................................................................................................8
2.5 Battery pack ....................................................................................................................................8
2.6 Turn the analyzer on or off ............................................................................................................ 13
2.7 Home screen .................................................................................................................................14
2.8 Backlight .......................................................................................................................................17
2.9 Touchscreen ................................................................................................................................. 17
2.10 Menu navigation .......................................................................................................................... 18
2.11 Settings ........................................................................................................................................ 21
2.12 Memory card .................................................................................................................................24
2.13 Bluetooth ......................................................................................................................................25
2.14 Utilities ......................................................................................................................................... 28
2.15 Clean the analyzer .........................................................................................................................32
2.16 CSI 2140 Four-Channel Input Adapter ........................................................................................... 32
2.17 Multiple inputs ..............................................................................................................................33
Chapter 3 Transfer files with CSI 2140 ............................................................................................. 35
3.1 AMS Machinery Manager Data Transfer .........................................................................................35
3.2 AMS Machinery Manager Standalone Data Transfer application .................................................... 35
3.3 Communication setup .................................................................................................................. 36
3.4 Routes and jobs .............................................................................................................................46
3.5 Analyzer firmware and programs .................................................................................................. 52
3.6 Screen captures ............................................................................................................................ 54
3.7 Splash screens ...............................................................................................................................55
3.8 Printing .........................................................................................................................................56
Chapter 4 Route ............................................................................................................................. 59
4.1 Route overview ............................................................................................................................. 59
4.2 Manage routes ..............................................................................................................................62
4.3 Set data collection and display parameters ................................................................................... 66
4.4 Tachometers .................................................................................................................................72
4.5 Multiple inputs and measurements ...............................................................................................74
4.6 Collect route data .........................................................................................................................75
4.7 Notes ........................................................................................................................................... 79
4.8 Plot data ....................................................................................................................................... 81
4.9 Run Analyze to collect data for a route measurement point .......................................................... 81
4.10 View the measurement point setup and history ............................................................................ 82
4.11 Route reports ................................................................................................................................84
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Contents
Chapter 5 Plots ............................................................................................................................... 87
5.1 View a full screen version of the plot .............................................................................................87
5.2 Select an active plot ...................................................................................................................... 87
5.3 Switch the plot type ...................................................................................................................... 88
5.4 Add or remove a cursor ................................................................................................................. 88
5.5 Change the cursor type ................................................................................................................. 89
5.6 Change the scale of the x and y axis ...............................................................................................89
5.7 Expand or compress the X axis ...................................................................................................... 90
5.8 View the highest frequency peaks on the spectrum plot ............................................................... 90
5.9 Set RPM ........................................................................................................................................ 90
5.10 View fault frequencies ...................................................................................................................91
Chapter 6 Analyze and Advanced Analyze ....................................................................................... 93
6.1 Analyze overview .......................................................................................................................... 93
6.2 Manage jobs ................................................................................................................................. 97
6.3 Set display parameters ................................................................................................................100
6.4 Multi-input measurements ......................................................................................................... 101
6.5 Sensors and inputs ...................................................................................................................... 101
6.6 Tachometers ...............................................................................................................................103
6.7 Common data collection parameters ..........................................................................................105
6.8 Collecting data using an Analysis Expert ......................................................................................111
6.9 Collect data using Manual Analyze .............................................................................................. 125
6.10 Listen to live vibration data in Analyze .........................................................................................144
6.11 Redo a measurement ..................................................................................................................146
6.12 Store data to a route or a job .......................................................................................................146
6.13 Review collected data ................................................................................................................. 147
6.14 Print an Analyze plot to AMS Machinery Manager ........................................................................147
6.15 Print an Analyze plot to a memory card ....................................................................................... 147
6.16 Reset Analyze defaults ................................................................................................................ 148
Chapter 7 Advanced Transient ...................................................................................................... 149
7.1 Advanced Transient overview ..................................................................................................... 149
7.2 Manage jobs ............................................................................................................................... 153
7.3 Sensors and inputs ...................................................................................................................... 155
7.4 Tachometers ...............................................................................................................................157
7.5 Select a section of the full transient waveform ............................................................................159
7.6 Set the number and type of plots to display ................................................................................ 161
7.7 Set data collection parameters ....................................................................................................161
7.8 Collect transient data ..................................................................................................................163
7.9 Plot data ..................................................................................................................................... 164
Chapter 8 ODS/Modal ................................................................................................................... 167
8.1 ODS/Modal overview ..................................................................................................................167
8.2 Manage jobs ............................................................................................................................... 171
8.3 Sensors and inputs ...................................................................................................................... 173
8.4 Tachometers ...............................................................................................................................175
8.5 Set up the plots ...........................................................................................................................178
8.6 Set up the job ..............................................................................................................................179
8.7 Collect ODS/Modal data ..............................................................................................................183
8.8 Display the data for a measurement point ...................................................................................186
8.9 Print an ODS/Modal plot to AMS Machinery Manager ..................................................................186
8.10 Print an ODS/Modal plot to a memory card ................................................................................. 187
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Contents
Chapter 9 Balance ......................................................................................................................... 189
9.1 Balance overview ........................................................................................................................ 189
9.2 Manage jobs ............................................................................................................................... 194
9.3 Job Setup .................................................................................................................................... 197
9.4 Sensor Setup ...............................................................................................................................204
9.5 Measurement Plane Setup ..........................................................................................................208
9.6 Weight Plane Setup .....................................................................................................................211
9.7 Acquire Data ............................................................................................................................... 214
9.8 Balance correction ...................................................................................................................... 224
9.9 Trim run ......................................................................................................................................226
9.10 One-run balance job ....................................................................................................................230
9.11 Notes .......................................................................................................................................... 231
9.12 Balance summary reports ............................................................................................................232
9.13 Review balance data ................................................................................................................... 235
9.14 Manually enter balance job data ..................................................................................................236
9.15 Calculator Mode ..........................................................................................................................236
9.16 Tips and additional information .................................................................................................. 247
9.17 Balance accessories .....................................................................................................................252
Appendices and reference
Appendix A Technical specifications ................................................................................................ 263
A.1 Hardware specifications ..............................................................................................................263
A.2 Measurement specifications ....................................................................................................... 264
A.3 Input specifications .....................................................................................................................265
A.4 Connecting to a computer ..........................................................................................................266
A.5 Waste Electrical and Electronic Equipment ..................................................................................267
Glossary ........................................................................................................................................... 269
Index ................................................................................................................................................275
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Contents
iv

CSI 2140 Machinery Health Analyzer

1 CSI 2140 Machinery Health Analyzer
Topics covered in this chapter:

CSI 2140 Machinery Health Analyzer overview

User Guide overview

User Guide conventions

Precautions and general maintenance
Technical support
1.1 CSI 2140 Machinery Health Analyzer overview
The CSI 2140 Machinery Health Analyzer is a portable vibration analyzer that lets you quickly and easily collect data from rotating equipment in process plants, do an on-site analysis of the machine, and export results to the AMS Suite: Machinery Health Manager software for storage and further analysis. You can also collect data using PeakVue technology. The analyzer supports up to four-channels to make collecting data faster and more efficient.
You can add additional programs to the analyzer to further expand your analysis and troubleshooting capabilities. Add the Advanced Analyze, Balance, ODS/Modal, and Advanced Transient programs at any time.
1.2 User Guide overview
The CSI 2140 Machinery Health Analyzer User Guide is written for Vibration Analysts, Reliability Data Collection Technicians, and Reliability Engineers who monitor rotating machines in a process plant environment.
The User Guide describes how to set up the analyzer, take route and job-based measurements, review the data, and transfer the data to AMS Machinery Manager for storage and analysis. The User Guide is written for the single-channel, dual-channel, and four-channel versions of the CSI 2140. Any differences are noted.
1.3 User Guide conventions
The following conventions are used throughout this User Guide.
Note
A note paragraph contains special comments or instructions.
1
CSI 2140 Machinery Health Analyzer
CAUTION!
A caution paragraph alerts you to actions that may have a major impact on the equipment or stored data.
WARNING!
A warning paragraph alerts you to actions that may have extremely serious consequences for equipment and/or personnel.

1.4 Precautions and general maintenance

Any maintenance, repair, or replacement of components not listed below must be performed by specially trained personnel at Emerson authorized service centers. Any damage to the product caused by misuse, abuse, neglect, carelessness or modifications performed by anyone other than Emerson may void the warranty.
Following the precautions listed below, you can perform common maintenance procedures on the CSI 2140 and its accessories.
WARNING!
An electrostatic discharge is possible when you clean the equipment exterior. When
cleaning the equipment exterior, do not use any abrasive or corrosive chemicals or materials. Do not use petroleum distillates and ketone solvents, for example, acetone, gasoline and kerosene. Use a dry, lint-free towel or cloth dampened with a mild soap and water solution. Clean the analyzer only in a non-hazardous area.
Charge, remove, and replace the battery pack only in a non-hazardous area.
Use only Emerson's battery packs with the CSI 2140. The analyzer will not function if a
non-Emerson battery pack is used. Lithium-Ion batteries have very specific charging requirements. Emerson-supplied power supplies and chargers are designed to work with Emerson's Lithium-Ion battery pack. Using battery packs other than Emerson's approved battery packs could not only void the warranty, but could also be hazardous.
Precautions
To prevent permanent damage to the touchscreen on the CSI 2140, never use sharp
objects or excessive pressure with your fingers or stylus. Lightly tap the screen.
Use only Emerson's power supplies and chargers approved for use with the CSI 2140
and Emerson's battery packs. Using any power supplies and chargers other than Emerson's approved power supplies and battery packs could not only void the warranty, but will also most likely damage the analyzer or the battery pack.
Do not change or remove the battery pack in the CSI 2140 with the power supply
connected to the analyzer. The CSI 2140 or battery pack may be damaged.
Do not use Emerson's battery packs, power supplies, and chargers with any product
other than their corresponding Emerson product.
2
CSI 2140 Machinery Health Analyzer
When charging the CSI 2140 with the battery pack or the battery pack by itself,
ensure the ambient temperature where the analyzer is located is 50° F to 95° F (10° C to 35° C).
When operating the CSI 2140 with the battery pack, ensure the ambient
temperature where the analyzer is being used is -4° F to 122° F ( -20° C to 50° C).
Prevent battery degradation
When storing the CSI 2140 with the battery pack or storing the battery pack by itself for a prolonged period of time:
Ensure the ambient temperature where the battery pack is located is -4° F to 95° F
( -20° C to 35° C). Due to the chemical composition of Lithium-Ion battery technology, over time there will be some degradation that results in a reduced charge capacity and performance. This degradation is unavoidable and irreversible. Prolonged storage at temperatures outside this range, especially temperatures above the high end, speeds up the degradation process.
Ensure the battery capacity is approximately 40 percent and periodically recharge
the battery pack (to approximately 40 percent charge capacity) during storage to ensure the battery does not drain to low levels.
Disconnect the power supply from the CSI 2140 or the battery pack.
Prevent damage
To prevent damage to the analyzer:
Do not connect a signal larger than 0 to 24 volts into the Accel input of the CSI 2140.
Do not connect a signal larger than +/- 24 volts into the Volts / Tach input of the CSI
2140.

1.5 Technical support

If you have a problem, explain the exact nature of your problem. For example, what are the error messages? (If possible, take a screen capture of the error message.) When do they occur? Know what you were doing when the problem occurred. For example, what mode were you in? What steps did you go through? Try to determine before you call whether the problem is repeatable.
Hardware Technical Help
Please have the number of the current version of your firmware ready when you call. To view the firmware version of the CSI 2140, select Home > ALT > F1 Version.
Software Technical Help
Please provide the software version numbers of your Microsoft® Windows operating system and AMS Suite: Machinery Health Manager. In AMS Machinery Manager, select Help > About.
Please be at your computer when you call. We can serve you better when we can work through the problem together.
3
CSI 2140 Machinery Health Analyzer
Software Technical Support
Emerson provides technical support through the following for those with an active support agreement:
Telephone assistance and communication via the Internet.
Mass updates that are released during that time.
Interim updates upon request. Please contact Emerson Technical Support for more
information.
Contact us
For Emerson Technical Support and Customer Service Toll Free numbers, email addresses, and hours of operation, please visit http://www.sureservice.com/TechnicalSupport.
4
2 Introduction to the analyzer
Topics covered in this chapter:

Standard equipment

Front view
Using the stand
Attach the shoulder strap
Battery pack
Turn the analyzer on or off
Home screen
Backlight
Touchscreen
Menu navigation
Settings
Memory card
Bluetooth
Utilities
Clean the analyzer
CSI 2140 Four-Channel Input Adapter
Multiple inputs

Introduction to the analyzer

2.1 Standard equipment
Unpack the analyzer and compare the contents of the package to the list below. If you find a discrepancy, contact your local sales representative immediately.
Firmware media
Micro USB cable to connect to AMS Machinery Manager
Power supply to charge the battery pack
Screen protector
Shoulder strap
Note
The CSI 2140 does not support cables with 25-pin connectors or cables that connect to the Volts/ Tach input from previous CSI vibration analyzers.
5
Introduction to the analyzer

2.2 Front view

CSI 2140 front panelFigure 2-1:
A. Home key - Return to the Home screen from any program. B. Reset key - Return to the main menu in a program. C. Function keys - Display menu options. D. Enter key - Select a menu or option. E. Keypad backlight key - Turn on the backlight under the keys. F. LCD backlight key - Set the backlight for the LCD touchscreen. G. Help key - Display Help text for a key. H. Power key -Turn the analyzer on or off, or put the analyzer in standby. I. Battery LED - Display a green LED if the battery pack is charged, or an orange LED if the battery pack
is charging.
J. Status LED - Flash a blue LED each time you press a key or option. The LED is solid blue when the
analyzer is in standby.
K. Arrow keys - Move through menus. L. ALT key - Display an alternate screen, if available. M. Back key - Back up to the main menu in a program.
6

2.2.1 Top view

A. Power supply connector. B. Ethernet port. C. Micro USB port. D. Wireless LED. E. Bluetooth® LED.
Introduction to the analyzer
ConnectorsFigure 2-2:
CAUTION!
To prevent damage to the analyzer:
Do not connect a signal larger than 0 to 24 volts into the Accel input of the CSI 2140.
Do not connect a signal larger than +/- 24 volts into the Volts / Tach input of the CSI
2140.

2.3 Using the stand

1. To put the stand in the upright position, grab the stand and pull up until the stand locks.
2. To release the stand, place the analyzer face down, grab the base of the stand, and gently pull.
The lock releases, and you can push the stand toward the analyzer.
7
Introduction to the analyzer
Release the standFigure 2-3:

2.4 Attach the shoulder strap

1. Press and hold the button on the strap connector, and insert it into the connectors on the sides of the analyzer or the CSI 2140 Four-Channel Input Adapter, if attached.
2. To release the strap, press and hold the button on the connector and then pull.

2.5 Battery pack

A rechargeable Lithium-Ion battery pack powers the analyzer. A typical charge should last for more than 8 hours of continuous use. The analyzer displays a low-battery warning when the remaining charge reaches a set level; the default is 15 percent. If the battery pack fully discharges, you do not lose any data or settings.
You do not need to discharge or calibrate the battery pack. The hardware optimizes battery pack performance. Contact technical support if you experience any problems or for instructions to replace the battery pack.
WARNING!
Use only Emerson battery packs with the CSI 2140. The analyzer will not function if a non­Emerson battery pack is used. Lithium-Ion batteries have very specific charging requirements. Emerson power supplies and chargers are designed to work with the Emerson Lithium-Ion battery pack. Using battery packs other than approved Emerson battery packs could not only void the warranty, but could also be hazardous.
8

2.5.1 Access the battery pack

The battery pack is located on the back of the analyzer. To access the battery, remove the six screws that attach it to the analyzer.
Six battery pack screwsFigure 2-4:
Introduction to the analyzer
WARNING!
Remove the battery pack only in a non-hazardous area.

2.5.2 Battery pack and power supply precautions

Understand and follow the precautions below before using the battery pack and power supply.
Do not use Emerson's battery packs, power supplies, and chargers with any product
other than their corresponding Emerson product.
9
Introduction to the analyzer
Use only Emerson's power supplies and chargers approved for use with the CSI 2140
Do not change or remove the battery pack in the CSI 2140 with the power supply
When charging the CSI 2140 with the battery pack or the battery pack by itself,
When operating the CSI 2140 with the battery pack, ensure the ambient
Use only Emerson's battery packs with the CSI 2140. The analyzer will not function if a
Charge, remove, and replace the battery pack only in a non-hazardous area.
and Emerson's battery packs. Using any power supplies and chargers other than Emerson's approved power supplies and battery packs could not only void the warranty, but will also most likely damage the analyzer or the battery pack.
connected to the analyzer. The CSI 2140 or battery pack may be damaged.
ensure the ambient temperature where the analyzer is located is 50° F to 95° F (10° C to 35° C).
temperature where the analyzer is being used is -4° F to 122° F ( -20° C to 50° C).
WARNING!
non-Emerson battery pack is used. Lithium-Ion batteries have very specific charging requirements. Emerson-supplied power supplies and chargers are designed to work with Emerson's Lithium-Ion battery pack. Using battery packs other than Emerson's approved battery packs could not only void the warranty, but could also be hazardous.

2.5.3 View the battery charge level

View the remaining charge level from the analyzer Home screen or from the LEDs on the battery pack.
Procedure
Do one of the following:
From the Home screen, view the remaining battery charge on the lower left side of the
screen.
Press the button on the inside of the battery pack. Each LED indicates 20 percent
remaining charge.
10
Introduction to the analyzer
Check the remaining charge from the battery packFigure 2-5:

2.5.4 Charge the battery pack

The analyzer is fully operational during charging. As a best practice, charge the battery pack frequently. Emerson recommends you charge the battery pack the night before you intend to use it.
WARNING!
Use only Emerson-supplied power supplies and chargers approved for use with the CSI
2140 and Emerson battery packs. Using any power supplies and chargers other than approved Emerson power supplies and battery packs could not only void the warranty, but will also most likely damage the analyzer or the battery pack.
When charging the CSI 2140 with the battery pack or the battery pack by itself, ensure
the ambient temperature where the analyzer is located is 50° F to 95° F (10° C to 35° C).
Charge the battery pack only in a non-hazardous area.
Procedure
1. Remove the rubber plug on the top of the analyzer.
2. Insert the power supply connector into the analyzer. The analyzer can be powered on or off.
3. Plug the AC connector on the power supply into a standard AC outlet, ranging from 100 VAC to 250 VAC, 50-60 Hz. A full recharge may take four hours.
11
Introduction to the analyzer
The back of the analyzer may feel warm during charging. The power supply can remain connected to the analyzer after charging completes. You cannot overcharge the battery pack.

2.5.5 LED for charging the battery pack

The battery pack LED on the front of the analyzer shows the progress when charging the battery pack. The LED is located to the right of the Power key.
LED color Battery pack status
Orange Charging
Green Fully charged

2.5.6 Remove or change the battery pack

The analyzer gives you unlimited usage by changing the battery pack with a fully charged spare battery pack. When you change the battery pack, the data saved in the analyzer is not affected.
CAUTION!
Do not remove or change the battery pack with the power supply connected to the analyzer. Damage may occur to the analyzer or the battery pack.
WARNING!
Use only Emerson's battery packs with the CSI 2140. The analyzer will not function if a
non-Emerson battery pack is used.
Remove or change the battery pack only in a non-hazardous area.
Procedure
1. Turn off the analyzer and remove the power supply, if connected.
2. Set the analyzer face down on a level surface.
3. Lift up the stand.
4. On the back of the analyzer, remove the six screws that attach the battery pack to the analyzer.
5. Carefully remove the battery pack from the battery compartment.
6. Insert the new battery pack and ensure it aligns with the contacts inside the battery compartment on the analyzer.
7. Insert and tighten the six screws on the back panel.
12

2.5.7 Battery pack maintenance

To prevent any significant loss of the battery capacity when storing the analyzer with the battery pack or storing the battery pack by itself for a prolonged period of time:
Ensure the ambient temperature where the battery pack is located is -4° F to 95° F
( -20° C to 35° C). Due to the chemical composition of Lithium-Ion battery technology, over time there will be some degradation that results in a reduced charge capacity and performance. This degradation is unavoidable and irreversible. Prolonged storage at temperatures outside this range, especially temperatures above the high end, speeds up the degradation process.
Ensure the battery capacity is approximately 40 percent and periodically recharge
the battery pack (to approximately 40 percent charge capacity) during storage to ensure the battery does not drain to low levels.
Disconnect the power supply from the CSI 2140 or the battery pack.

2.5.8 Conserve battery pack power

Set timers to automatically put the analyzer in standby or turn off the backlight after
a set period of inactivity, such as not pressing any keys or not collecting data. You can also put the analyzer into standby mode by quickly pressing the power key.
Set the LCD backlight intensity to "medium". If you use the "High" setting, Emerson
recommends setting the backlight timer to 30 seconds.
Introduction to the analyzer
These options are available on the General Analyzer Setup screen. Press Home > ALT > F2 General Setup.

2.6 Turn the analyzer on or off

You can set the number of seconds to hold the power key to shut down the analyzer. See
Section 2.11.6.
Procedure
Press and hold the power key
The Home screen appears when you turn on the analyzer. If you were working in a program before shutting down, that program appears.

2.6.1 Hard reboot

Do a hard reboot only if the analyzer is unresponsive.
Procedure
Press and hold the power key down.
to turn the analyzer on or off.
for approximately 10 seconds until the analyzer shuts
13
Introduction to the analyzer

2.6.2 Standby

Standby is similar to the standby mode on a computer. The analyzer is powered on, but the backlight is off to conserve battery power. You can use standby mode to lock the touchscreen and keys when you are carrying the analyzer. You can manually put the analyzer in standby, or you can wait for the standby timer. See Section 2.11.2. The standby timer also shuts off the keypad backlight.
Note
After 60 minutes in standby, the analyzer shuts down. You do not lose any data when this occurs.
Procedure
1. To enter standby, quickly press (1 second) the power key , or wait for the
standby timer to expire.
The LCD backlight and keypad backlight turn off. The blue LED on the analyzer's front panel is lit.
2. To leave standby, quickly press the power key .

2.7 Home screen

The Home screen appears when you turn on the analyzer by pressing the power key.
14
Introduction to the analyzer
Home screenFigure 2-6:
A. An alternate screen (ALT) includes additional options. B. Bluetooth icon to indicate when the analyzer's Bluetooth radio is on, off, or connected to a device. C. Current time and date. D. Default splash screen. E. Remaining battery pack charge. F. Number of supported channels for the analyzer. G. Serial number. H. Group number for updating multiple analyzers at one site. I. Available internal memory.
Home screen programs and settings
The Home screen has two alternate screens that display programs and settings. ALT1 or ALT2 appears at the top of the screen and the function keys are outlined in yellow. To switch ALT screens, press the ALT key or the ALT text on the touchscreen.
ALT1 keys
Option Description
F1 Intentionally blank.
15
Introduction to the analyzer
Option Description
F2 File Utility Copy, delete, or move routes or jobs saved in the analyzer internal memory
F3 Intentionally blank.
F4 Set Display Units Set the default display units for the measurement values and plots.
F5 Comm Setup Set the communication options to connect the analyzer to AMS Machinery
F6 Program Manager Update the programs, add new programs, delete unused programs, or
F7 Analyze or Adv. Analyze
F8 Route Collect data using a route created in AMS Machinery Manager. You cannot
F9 Balance Balance a machine. Balance is an optional program that you load onto the
F10 Intentionally blank.
F11 Adv. Transient Collect large, unbroken time waveforms similar to a digital recorder.
F12 ODS/Modal Collect cross channel data for animated analysis of a machine. ODS/Modal is
or a memory card.
Manager. You can also set up the Bluetooth functionality.
change the splash screen. A password is required to delete programs.
Collect data using predefined measurements called Analysis Experts, or create your own measurements in Manual Analyze.
create or modify routes on the analyzer.
analyzer.
Advanced Transient is an optional program that you load onto the analyzer.
an optional program that you load onto the analyzer.
ALT2 keys
Option Description
F1 Version View the versions of the firmware and programs installed on your analyzer.
F2 General Setup Modify settings for the analyzer screen, keys, and print functionality.
F3 Set Time Set the time and date in the analyzer.
F4 Memory Utility View information about the internal memory.
F5 Battery Utility View information about the battery pack.
F6 View Error Log View information about any errors the firmware generated.
F7 Connect For Printing
F8 Intentionally blank.
F9 Intentionally blank.
F10 Intentionally blank.
F11 Intentionally blank.
F12 Intentionally blank.
Connect to AMS Machinery Manager to print files or screen captures.
16

2.7.1 Return to the Home screen

Press the Home key on the front of the analyzer.

2.8 Backlight

2.8.1 Set the LCD backlight

By default, the analyzer uses the Auto backlight mode to automatically adjust the backlight intensity based on the light in your environment. You can disable the automatic adjustments. You can set a timer to disable the backlight after a period of inactivity. See
Section 2.11.3.
Note
A higher backlight intensity decreases the battery pack life. For optimum battery pack life, set the backlight to the medium setting.
Introduction to the analyzer
Change the backlight using the LCD backlight key or the General Setup menu on the Home screen.
Procedure
1. To set the backlight using the LCD backlight key , press the key to select a
setting.
Each time you press the key, the backlight changes. The default is Auto.
2. To set the backlight from the Home screen:
a. Press Home > ALT > F2 General Setup > F8 Set Backlight.
b. Use the up and down arrow keys to select a setting.
c. Press Enter.

2.8.2 Set the keypad backlight

If your area has low light, turn on the keypad backlight to illuminate the analyzer's keys.
Procedure
Press the keypad backlight key
to turn the light on or off.

2.9 Touchscreen

The touchscreen and function keys let you access the menu options and enter text. If the touchscreen does not respond accurately, calibrate the touchscreen.
17
Introduction to the analyzer
WARNING!
Clean the touchscreen only in a non-hazardous area. An electrostatic discharge is possible when you clean the equipment exterior. Do not use any abrasive or corrosive chemicals or materials. Do not use petroleum distillates and ketone solvents, for example, acetone, gasoline and kerosene. Use a dry, lint-free towel or cloth dampened with a mild soap and water solution.
Note
To prevent permanent damage to the touchscreen, never use sharp objects or excessive pressure with your fingers or stylus. Lightly tap the screen.

2.9.1 Lock or unlock the touchscreen

You can lock the touchscreen and only use the keys on the front of the analyzer to select menus and options. Lock the screen to prevent inadvertently pressing buttons when you carry the analyzer. You can also put the analyzer in standby to lock the touchscreen.
Procedure
Press Home > ALT > F2 General Setup > F9 Set Touch Screen to lock or unlock the screen.
The touchscreen is locked. You can still use the buttons on the side of the screen to select options.

2.9.2 Calibrate the touchscreen

Calibrate the touchscreen to respond to your touch. You can use your finger or a stylus. Calibrate if the touchscreen does not respond accurately.
Procedure
1. Press Home > ALT > F2 General Setup > F10 Calibrate Touch Screen.
2. Touch in the center of each crosshair.
3. Press Enter.

2.10 Menu navigation

The analyzer has a touchscreen and function keys for navigating and selecting menu options. The menu options appear on the left and right sides of the screen and correspond to the function keys on the analyzer. When you press a key or an option on the touchscreen, a blue status LED flashes on the analyzer's front panel.
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To cancel or return to a previous screen, press the Back key. Press the Home key to return to the Home screen.

2.10.1 ALT screens

Each screen displays up to 12 menu options, but additional options may be available on alternate screens. ALT1 or ALT2 appears at the top of the screen and the function keys are outlined in yellow. To switch screens, press the ALT key or the ALT label on the screen.

2.10.2 Gestures

You can use gestures rather than pressing the keys to select menu options. The gestures match the arrows on the corresponding analyzer keys. You can use gestures on all screens that support the corresponding keys. Use consistent pressure when you press in the middle of the touchscreen as indicated below.
Gestures for plots
Note
You cannot use gestures when using Log for the plot axis. The Enter gesture does not work on plots.
Working with plots
Activate a plot Touch the desired plot when the analyzer displays multiple
Add a cursor Touch anywhere on the plot.
Move a cursor Swipe left or right, or touch anywhere on the plot. On a
Increase or decrease the plot amplitude
Introduction to the analyzer
plots.
waveform, the cursor moves 20 percent of the waveform. On a spectrum, the cursor moves to the next highest peak. To clear a cursor, use the Clear Cursor option on the plot's ALT screen.
Swipe up or down.
Gestures for menus and text
Entering text or selecting options
Use upper or lower case characters
Scroll items in a list Swipe up or down. This also applies to the options on the
Tip
Use consistent pressure when you press in the middle of the touchscreen as indicated below.
Swipe up or down.
Balance main menu.
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Introduction to the analyzer
Gestures
Enter Right arrow (swipe right)
Up arrow (swipe up) Left arrow (swipe left)
Down arrow (swipe down)

2.10.3 Entering text

If a menu option lets you enter text, the screen lists a set of characters. Repeatedly press the key or touchscreen until the desired character appears. Wait until the cursor moves and then enter the next character.

2.10.4 Display Help

Use the Help key to access information about a menu option or key.
Procedure
1. Press the Help key .
2. Press a menu option.
The analyzer displays the Help text for that menu option.
3. Press Enter to close the Help text.
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Introduction to the analyzer

2.11 Settings

View and modify the default global settings from the Home ALT1 or ALT2 screens.

2.11.1 Enable or disable the beeper for key presses and status indicators

You can enable or disable the beeper for status indicators or key presses.
Procedure
1. Press Home > ALT > F2 General Setup.
2. Press F2 Set Keypad Beeper to enable or disable the sound when you press a key.
3. Press F3 Set Status Beeper to enable or disable sounds for alerts and status indicators.
4. Press Enter.

2.11.2 Set the standby timer

To conserve battery pack power, set the timer to automatically put the analyzer in standby after a period of inactivity, such as no data collection or key presses. Standby is similar to the standby mode on a computer. The analyzer is powered on, but the backlight is off to conserve battery power. The standby timer also shuts off the keypad backlight. The standby timer is disabled when the power supply is connected to and powers the analyzer. The blue LED displays on the front of the analyzer when the analyzer is in standby. To leave standby, quickly press the power key.
Note
After 60 minutes in standby, the analyzer shuts down. You do not lose any data when this occurs.
Procedure
1. Press Home > ALT > F2 General Setup > F4 Set Standby Time.
2. Enter the number of minutes between 1 and 30.
The default is 10 minutes.
3. Press Enter.

2.11.3 Set the backlight timer

To conserve battery pack power, set the timer to automatically turn off the backlight after a specified period of inactivity, such as no data collection or key presses. After the timer expires and the backlight is turned off, press a key or the screen to turn on the LCD backlight and reset the timer. The timer is disabled when the power supply is connected to and powers the analyzer.
Unlike standby mode, the blue LED on the front of the analyzer does not display when the backlight is off.
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Introduction to the analyzer
Procedure
1. Press Home > ALT > F2 General Setup > F5 Set Backlight Time.
2. Enter the number of seconds between 0 and 120.
A 0 disables this feature. The default is 30 seconds.
3. Press Enter.

2.11.4 Enable or disable printing to AMS Machinery Manager or a memory card

You can enable or disable printing on the analyzer. When printing is enabled, you can send routes, jobs, and summary reports to AMS Machinery Manager or an inserted SD (Secure Digital) memory card. By default, the analyzer can send files to AMS Machinery Manager.
Procedure
1. Press Home > ALT > F2 General Setup > F6 Set Print Mode.
2. Use the up and down arrow keys to select an option.
Option Description
Send to PC Send files between the analyzer and AMS Machinery Manager. Files
can include routes, jobs, screen captures, splash screens, or summary reports. The default is Send to PC.
Store as BMP on CARD Save the file as a .bmp to the SD memory card.
Store as JPG on CARD Save the file as a .jpg to the SD memory card.
Print Off Disable printing. Print options, such as the F7 Connect For Printing
option on the Home ALT2 screen, are not available.
3. Press Enter.

2.11.5 Set the low-battery warning level

When the battery pack discharges to the specified percent, the analyzer displays a message telling you to recharge the battery pack.
Procedure
1. Press Home > ALT > F2 General Setup > ALT > F3 Set Warning Level.
2. Enter a percent between 0 and 99.
A 0 disables this feature. The default is 15 percent.
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3. Press Enter.

2.11.6 Configure the power key

You can set the number of seconds you must hold the power key to shut down the analyzer. This option does not change the hold time to put the analyzer in standby. Increase the number of seconds to prevent users from accidentally pressing the power key and shutting down the analyzer.
Procedure
1. Press Home > ALT > F2 General Setup > ALT > F4 Set Hold Time.
2. Enter a number between 1 and 5 seconds.
The default is 3 seconds.
3. Press Enter.

2.11.7 Set the time and date

The analyzer's time must be within 15 minutes of the computer's time for the analyzer and computer to communicate successfully. If there is a time conflict, the analyzer prompts you to automatically synchronize the analyzer with the computer's time.
Introduction to the analyzer
Procedure
1. Press Home > ALT > F3 Set Time.
2. Set the following options.
Option Description
F2 Set Local Time Enter values for the time and date. Use the arrow keys to go to the
next value.
F5 Date Display Format Select the format used for the date.
F6 Time Display Format Select the 12 or 24 hour time format.
F9 Set Time Zone Select the time zone. If the time zone uses Daylight Savings Time, the
analyzer automatically adjusts the time and notifies you of the change.
3. Press Enter.

2.11.8 Set the default display units

You can set the default display units for measurements and plots. You can also select English, SI, or metric units, and the X and Y axis types for graphs.
Note
You can overwrite only the X and Y axes while in other programs.
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Introduction to the analyzer
Procedure
1. Press Home > F4 Set Display Units.
2. Use the up and down arrow keys to select an option.
Option Description
F2 Set Accel Set the acceleration type. Not applicable for the Balance program.
The default is RMS.
F3 Set Veloc Set the velocity units. Not applicable for the Balance program. The
default is Peak.
F4 Set Displace Set the displacement units. Not applicable for the Balance program.
The default is Peak to Peak.
F5 Set Non Standard Set the non-standard data types. Not applicable for the Balance
program. The default is RMS.
F6 Set Units Set to English Units, Metric Units, or SI Units. The default is English Units.
F8 Set dB Ref Configure acceleration, velocity, displacement, non-standard, and
microphone measurements displays for decibel reference. Enter a value between 0.000000001 and 2. Not applicable for the Balance or
Route programs. The dB reference values are loaded with the route.
F10 Change Y Axis Type
F11 Change X Axis Type
F12 Change Hz \ CPM Set the frequency to Hz Units (Hertz) or CPM Units (cycles per minute).
Set the amplitude axis type. Not applicable for the Balance program. The default is Linear.
Set the frequency axis type. Not applicable for the Balance program. The default is Linear.
The default is Hz Units.
3. Press Enter.

2.12 Memory card

You can insert a memory card into the analyzer to store route or job files. You may want to store some routes or jobs on specific cards to stay organized.
The memory card slot is located under the battery pack on the back of the analyzer. You must remove the six screws to remove the battery pack and access the memory card slot.
You can use the File Utility to add, copy, move, or delete files from the inserted memory card.

2.12.1 Insert or remove a memory card

WARNING!
Insert or remove memory cards only when the analyzer is turned off.
Remove the battery pack only in a non-hazardous area.
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