Configuring Your Asset Tree

Related Products:	EMMK-101, EMMK-102, EMMK-103
Related Documents:	ISCM-0380, ISCM-0385
Type:	Installation
Keywords/Labels:	Installing, Configuring, Assets
Summary:	This section outlines the steps used to configure your asset tree.

Organizing Your Assets

Use location assets as an organizational element before adding equipment and sensors.

Before you begin, determine how you will organize your assets on the Asset Configuration page. For example, you can group assets based on location, the technology you use to monitor your assets, or the structure of a computerized maintenance management system (CMMS).

Add location assets at any level of your asset tree to keep your assets organized.

Note

Add location assets as child assets for additional levels of organization.

Click Configuration () and select Assets.
Above the left-hand asset tree, click Add.
Expand General and select Location.
Give the location asset a descriptive name and specify how many location assets with this name to add.
Click OK.
Repeat steps 1-5 as needed.

Now begin adding equipment assets.

Adding Equipment Assets

Define the equipment assets in your condition monitoring system on the Asset Configuration page.

Now that you have set up the organization of your asset tree using location assets, begin adding equipment assets, assets that represent your equipment.

Click Configuration () and select Assets.
Select a location asset and click Add.

Note

The equipment options in the dialog box correspond to toolkits you purchased with your InsightCM system.
In the resulting dialog box, expand Equipment and select an equipment type from the list.

Note

Refer to the List of Equipment Asset Types to see configuration requirements for each equipment asset type.
Give the equipment asset a descriptive name and specify the number assets you want to add to your asset tree.
Click OK.

Now that you have added your equipment, add sensor assets and configure data collection behavior using each asset's configuration tabs.

Adding a DEI Pump Asset

Configure a DEI Pump equipment on the asset configuration page to populate analysis and alerts in the Reliability dashboard based on your equipment data.

Before you begin, upgrade to InsightCM 3.7 and contact Cutsforth for additional software license requirements.

Reliability indicates motor and/or pump health and reliability.

Click Configuration () and select Assets.
Select the location asset you want to add your smart machine to and click Add.
In the resulting New Asset dialog, expand Equipment, select a DEI Pump asset, and click OK.

Note

Choose a DEI type based on the way you mounted the pump.
In the right-hand Properties configuration tab, configure a valid Motor (MCSA).

Note

A valid Motor (MCSA) has an assigned voltage bus.
Configure an Equipment (Vibration) asset as a child asset within the DEI Pump equipment.
Select the Motor Survey configuration tab and define the defaults for a healthy motor.
If you configured an asset to the Equipment (Vibration) property, select the Pump Survey tab and define the defaults for a healthy pump.
Select the Usage configuration tab and specify the Commissioning/Last Repair Date and Duty Cycle.

Note

Refer to Usage Tab to learn how to calculate the Duty Cycle for equipment.
Return to the Properties tab and click Restart Model to save the changes you made to your smart machine.

Reliability and DEI Pump Assets

The Reliability dashboard tab alerts you to the current health and reliability of DEI pump assets and of any confirmed maintenance done on DEI pump equipment. To see analysis and alerts for your equipment on the Reliability dashboard, configure a DEI pump asset.

Reliability

Reliability refers to the embedded intelligence that uses predictive analytics to calculate the probability of equipment failure and prescribe maintenance actions using alerts. Contact Cutsforth about purchasing additional licensing to access the analytics and alerts on the Reliability dashboard.

There are three types of alerts regarding equipment health. Refer to Alerts and Responses to review the three alert types and the differing responses each type requires. Factors that decrease equipment health, such as equipment degradation, stress factors, time since last maintenance, and cumulative damage, trigger alerts on the Reliability dashboard and determine maintenance recommendations.

DEI Pump Assets

The DEI Pump (Vertical) and DEI Pump (Between Bearing) equipment assets represent the motor-driven pumps you monitor for health, reliability, and maintenance on the Reliability dashboard. The information from the motor and pump sensor and survey configuration tabs factor into the calculation of equipment health and reliability. Learn more about the DEI Pump equipment assets on List of Equipment Asset Types.

Reliability Alerts and Responses

The Reliability dashboard indicates and shows data for three types of alerts with varying levels of urgency. Each alert and alert level requires you to take differing levels of action.

Alert Type

Description

Example

Alert Levels

Required Response

Current Health Alert

Comparison of an equipment's performance to a baseline. The resulting percentage value reflects how closely the component is performing to a healthy component.

This does not account for component history or stress factors.

Equipment falls below the current health of 0.42 and triggers a yellow Current Health Alert.

Yellow - indicates that maintenance is needed in the near future.
Red - indicates that immediate action is required.

For all alerts, validate the alert instance. For Red level alerts, follow validation with plans for immediate maintenance. Update the Usage configuration tab on the Asset Configuration page once maintenance has been performed.

Reliability Alert

Estimated number of days before an equipment component requires maintenance. This alert triggers when a component is estimated to fail within 60 days.

A component is estimated to function without failure for 90 days, but no alert is triggered. However, as the reliability percentage declines, the equipment reliability will change from green to yellow to red to flag the risks at 120 days.

Measurement Alert

Measurement outside of an acceptable range but not related to a specific component aging, utilization error, or stress factor.

Due to debris in the impellar, there are irregular spikes in vibration measurements that trigger a red-level measurement alert.

Properties Tab

Smart Motor Pumps require a valid Motor (MCSA) Group configured on the Properties tab.

Properties Tab Properties	Description
Motor (MCSA)	Assign a valid Motor (MCSA) Group to the Smart Motor Pump for this property.
Equipment (Vibration)	If applicable, select a pump or other equipment on the motor that you monitor for vibration analysis.

Motor Sensors Tab

The Reliability dashboard displays calculations that are based on data collections and inputs for each configuration tab.

Tab Section	Property	Description	Sensor Types
Drive End Bearing	X	The sensor installed on the motor inboard bearing in the horizontal (X) direction.	Accelerometer, Displacement, Velocity
	Y	The sensor installed on the motor inboard bearing in the vertical (Y) direction.	Accelerometer, Displacement, Velocity
	Z	The sensor installed on the motor inboard bearing in the axial (Z) direction.	Accelerometer, Displacement, Velocity
	Temperature	The motor inboard bearing temperature.	Thermocouple, Voltage
Non-Drive End Bearing	X	The sensor installed on the motor outboard bearing in the horizontal (X) direction.	Accelerometer, Displacement, Velocity
	Y	The sensor installed on the motor outboard bearing in the vertical (Y) direction.	Accelerometer, Displacement, Velocity
	Z	The sensor installed on the motor outboard bearing in the axial (Z) direction.	Accelerometer, Displacement, Velocity
	Temperature	The motor outboard bearing temperature.	Thermocouple, Voltage
Thrust Bearing	Active Side Temperature	The temperature of the thrust bearing side that has the maximum load.	Thermocouple, Voltage
Thrust Bearing	Inactive Side Temperature	The temperature of the thrust bearing side that has the minimum load.	Thermocouple, Voltage
Motor Stator Temperature	Phase A	Winding temperature phase A1	Thermocouple, Voltage
	Phase B	Winding temperature phase B1	Thermocouple, Voltage
	Phase C	Winding temperature phase C1	Thermocouple, Voltage
	Phase A-2	Winding temperature phase A2	Thermocouple, Voltage
	Phase B-2	Winding temperature phase B2	Thermocouple, Voltage
	Phase C-2	Winding temperature phase C2	Thermocouple, Voltage

Motor Survey Tab

The Reliability dashboard displays calculations that are based on data collections and inputs for each configuration tab.

Tab Section	Property	Goal	Minimum (if applicable)	Maximum (if applicable)
Properties	Motor Type	Specify as an alternating current (AC) induction or synchronous, direct current (DC), or variable frequency drive (VFD).
	Synchronous Speed (RPM)	Define the nameplate synchronous speed.
	Full Load Speed (RPM)	Define the nameplate full load speed.	1	3600
	Rated Voltage	Define the nameplate voltage.	0.1
	Full Load Amps	Define the nameplate full load amps.	0.001
	Nominal Frequency	Specify whether the nominal frequency is 60 Hz, 50 Hz, or VFD.
	Power Factor	Define the nameplate power factor.	0.01
	Winding Type	Specify as Wye or Delta.
	Insulating Rating	Specify a rating for the insulation.
	Number of Poles	Define the number of poles.	2	1000
	Number of Rotor Bars	Define the number of bars.	1	1000
Drive End Bearing	Drive End Bearing Type	Specify whether the drive end bearing is a sleeve or rolling element type.
	Lubrication Seal Is Installed	Specify whether the lubrication seal is installed.
	Lubrication System	Specify whether the lubrication system is a pumped lube oil, oil bath/splash, grease, or process liquid type.
Non-Drive End Bearing	Drive End Bearing Type	Specify whether the drive end bearing is a sleeve or rolling element type.
	Lubrication Seal Is Installed	Specify whether the lubrication seal is installed.
	Lubrication System	Specify whether the lubrication system is a pumped lube oil, oil bath/splash, grease, or process liquid type.
Thrust Bearing	Thrust Bearing	Specify whether the thrust bearing is installed. If installed, specify whether the thrust bearing is the drive end, non-drive end, or separate. If separate, specify the location, type, faces, and number of faces of the thrust bearing.	Minimum number of faces for separate, tilt-pad-type thrust bearings: 3	Maximum number of faces for separate, tilt-pad-type thrust bearings: 30
Cooling	Motor Drive-End Cooling Fan Blades	Define the number of fan blades that cool the motor drive-end.	3	30
	Motor Non-Drive-End Cooling Fan Blades	Define the number of fan blades that cool the motor non-drive-end.	3	30
	Cooling Air is Filtered	Specify whether the cooling air is filtered.
	Cooling Air is Cooled by a Heat Exchanger	Specify whether cooling air is not cooled, cooled by fresh water, or cooled by sea water.
	Motor Windings have a Space Heater to Prevent Condensation	Specify whether there is a space heater for the motor windings.

Pump Sensors Tab

The Reliability dashboard displays calculations that are based on data collections and inputs for each configuration tab.

Tab Section	Properties	Description	Compatible Sensors
Drive End Bearing	X	The sensor installed on the pump inboard bearing in the horizontal (X) direction.	Accelerometer, Displacement, Velocity
	Y	The sensor installed on the pump inboard bearing in the vertical (Y) direction.	Accelerometer, Displacement, Velocity
	Z	The sensor installed on the pump inboard bearing in the axial (Z) direction.	Accelerometer, Displacement, Velocity
	Temperature	The pump inboard bearing temperature.	Thermocouple, Voltage
Non-Drive End Bearing	X	The sensor installed on the pump outboard bearing in the horizontal (X) direction.	Accelerometer, Displacement, Velocity
	Y	The sensor installed on the pump outboard bearing in the vertical (Y) direction.	Accelerometer, Displacement, Velocity
	Z	The sensor installed on the pump outboard bearing in the axial (Z) direction.	Accelerometer, Displacement, Velocity
	Temperature	The pump outboard bearing temperature.	Thermocouple, Voltage
Thrust Bearing	Active Side Temperature	Corresponds to the temperature of the thrust bearing side that has the maximum load.	Thermocouple, Voltage
Thrust Bearing	Inactive Side Temperature	Corresponds to the temperature of the thrust bearing side that has the minimum load.	Thermocouple, Voltage
Process Variables	Ambient Temperature	Define the data source for this property.	Thermocouple, Voltage
	Lube Oil Supply Temperature	Define the data source for this property.	Thermocouple, Voltage
	Lube Oil Sump Temperature	Define the data source for this property.	Thermocouple, Voltage
	Pump Suction Temperature	Define the data source for this property.	Thermocouple, Voltage
	Pump Suction Pressure	Define the data source for this property.	Power Transducer (PT)
	Pump Discharge Pressure	Define the data source for this property.	Power Transducer (PT)
	Pump Flow	Define the data source for this property.	Thermocouple, Voltage, Power Transducer (PT)

Pump Survey Tab

The Reliability dashboard displays calculations that are based on data collections and inputs for each configuration tab.

Tab Section	Properties	Goals	Minimum (if applicable)	Maximum (if applicable)
Pump Type	Between Bearing Pumps	Specify the pump type, whether axially or radially split, and whether single- or double-cased.
Pump Type	Nominal Speed	Define the pump nameplate speed.	1	3600
Environment	Pump Location	Specify whether the pump is located inside or outside.
	Pump Ambient Condition	Specify whether the pump is located in an area with changing seasons.
	Pumped Fluid	Specify the type of liquid that is pumped.
Coupling	Type	Specify whether the coupling is rigid or flexible.
Impeller	Stage 1 Suction	Specify whether the pump impeller's stage 1 suction is single- or double-sided.
	Impeller Multiple Stages	Specify whether there are multiple stages and whether stage 1 is unique or like the other stages. If there are multiple stages, you need to provide more property information. If stage 1 is unique, you need to fill property information in for each stage.
	Number of Impeller Stages	Define the number of impeller stages.	4	20
	[Stage x] Impeller Wear Ring	Specify whether the impeller wears a ring.
	Casing Wear Ring	Specify whether the casing wears a ring.
	Number of Impeller Vanes	Define the number of vanes on the impeller.	4	20
	Impeller [Stage x] Casing	Specify whether the impeller stage casing is a volute or diffuser type.
Lubrication	Describe Lube Oil Pump	Specify whether the lube oil pump type is motor or power take-off (PTO).
Lubrication	Check Accessories	Select the accessories that are on the lube oil pump.
Balance Device	Pump has Balance Drum to counteract thrust	Specify whether the pump has a balance device.
Balance Device	Balance Device Type	Specify what type of balance device the pump has if applicable.
Pump Seal	Pump Drive End Shaft Seal	Specify whether the pump drive end shaft seal is gland packing or mechanical.
	Number of Seal Stages	If mechanical, define the number of seal stages.
	Seal water source	If mechanical, specify whether the seal water is sourced internally or externally.
	Seal has a water cooler	If mechanical, select whether the seal has a water cooler.
	Pump Non-Drive End Shaft Seal	Specify whether the pump non-drive end shaft seal is gland packing or mechanical.
	Number of Seal Stages	If mechanical, define the number of seal stages.
	Seal water source	If mechanical, specify whether the seal water is sourced internally or externally.
	Seal has a water cooler	If mechanical, select whether the seal has a water cooler.

Usage Tab

Update this configuration tab each time that maintainance is performed on the equipment.

Tab Properties	Description
Commissioning/Last Repair Date	Date of most recent maintenance.
Duty Cycle	Percentage of time that the equipment is active. Calculate the duty cycle using any time frame. For example, if a motor is active only 3 months out of the year, the duty cycle is 25.
Line Replaceable Units	Provide the last maintenance date per component. If no date is available for a component, the software uses the commissioning date instead.

List of Equipment Asset Types

Learn about the equipment asset types that you use to represent the assets you monitor and their respective configuration requirements.

Equipment Option	Use Case	Toolkit	Configuration Requirements
DEI Pump	Use this equipment type to receive alerts about the current health, remaining useful life, and of abnormal sensor measurements from your motor equipment on the Reliability dashboard.	MCSA	Configure a valid Motor (MCSA) Group on the Motor (MCSA) property.
Equipment	Generic equipment type to represent assets you monitor using EMSA or IR devices.	EMSA/IR	Add one or more high HFCT sensor child assets to the equipment. The default spectral band ranges are automatically added with HFCT sensors.
Hydro Generator	Use this equipment type to view sensor data in Pole Profile and Rotor Shape viewers for hydroelectric assets.	CMS	The Air Gap sensor assets must be configured under an Air Gap Group, which should be added under the Hydro Generator.
Motor (MCSA)	Use this equipment type to monitor the voltage of a motor and/or pump.	MCSA	Add a Voltage Bus and a power transducer (PT) as child assets. Configure the Group Properties to a Voltage Bus. Configure a PT to the Voltage Bus phases.
Rotating Equipment (Data Source)	Use this equipment type when using existing points on the OSIsoft PI points, OPC UA tags, or modbus registers as sensors for CMS devices.	CMS	Add a data source as a child asset. Configure the equipment asset's speed reference to the data source.
Rotating Equipment (Fixed Speed)	Use this equipment type for vibration.	CMS	Add at least one vibration sensor as a child asset.
Rotating Equipment (Single-Point Speed)	Use this equipment type for vibration.	CMS	Add at least one static speed sensor as a child asset. The static sensor is only compatible with 9230 and 9232 modules. Configure the equipment asset's speed reference to the static speed sensor.
Rotating Equipment (Tachometer)	Use this equipment type for vibration.	CMS	Add at least one tachometer sensor as a child asset.
Voltage Bus	Use this equipment for one or more Motor (MCSA) equipment assets.	N/A	Assign each Voltage Phase to a PT. If a Voltage Bus is shared by multiple devices, you must set the data group for each device channel mapped to the Voltage Bus' PT sensors to Shared.
Wireless Equipment (Data Source)	Use this equipment type for wireless vibration when using existing points on the OSIsoft PI, OPC UA, or modbus register	CMS	Add a data source as a child asset. Configure the equipment asset's speed reference to the data source.
Wireless Equipment (Fixed Speed)	Use this equipment type if you are using a wireless vibration measurement device.	CMS	Add at least one vibration sensor as a child asset.
Wireless Equipment (Tachometer)	Use this equipment type if you are using a wireless vibration measurement device.	CMS	Have at least one tachometer sensor configured as a child asset.

Configuring a Speed Reference

Configure a Modbus Register, OPC UA Tag, or PI Historian as a speed reference.

Ensure that you have an Modbus Register, OPC UA Tag, or PI Historian configured on your asset tree.

The speed reference of an asset allows the server to associate speed values with sensor data for use in calculating spectral band values. The server determines the speed reference value for an asset by multiplying the reference speed and the speed ratio for that asset.

Complete the following steps to configure a speed reference.

Click the Configuration button and select a Rotating Equipment (Data Source) or a Wireless Equipment (Data Source) asset.
In the Speed Properties section, click the Edit button next to the Speed Reference field.
Select a Modbus register, OPC UA tag, or PI Historian in the Select Speed Reference dialog box.
Use the Speed Ratio property of the sensor to set the speed value at the sensor when sensors on an asset run at different speeds, such as when sensors are located on opposite sides of a gear box. The speed ratio uses the driver:driven format. Numbers can include decimals but must not include spaces or non-numeric characters.

If the speed reference value is 3600 RPM and the sensor's speed ratio is 2:1, the sensor speed will be 1800 RPM.

Adding Sensors Assets

Configure sensor assets for the equipment you are monitoring.

Before you begin, add equipment assets to the Asset Configuration page.

Click Configuration ().
Select an equipment asset that needs sensors.
Click Add and expand the Sensors section.

Note

For wireless condition-monitoring systems using MON-10411(s), consider using the Wireless Sensor Equipment template. The template automatically populates the correct number of sensors on the asset tree to represent a single MON-10411.
Expand the type of device that will monitor your asset and select a sensor.
Enter a descriptive name for the sensor asset in the Name text field.
Specify how many of this asset to add and click OK.
Repeat steps 2–6 to define additional sensors until you have defined all sensors.

Note

To configure wireless data collection settings, refer to Configuring Data Collection for Wireless Equipment.

You have finished constructing your asset tree.

You are ready to add a monitoring device and to map device channels to the sensors you just added.

Validating Your Assets

Verify that you have configured your assets correctly.

Click the Configuration button () to navigate to the Asset Confirmation page.
Select the asset(s) you want to validate.

Click Validate. InsightCM displays validation errors if there are any.

There are no validation errors	A notification saying there are no errors appears. No further action required.
There are validation errors	The Validation Results dialog box appears with a list of validation errors. Take note of the errors, click OK , fix the errors, and re-validate until there are no validation errors. Note InsightCM indicates a valid configuration when the red dot/outline disappears. If still invalid, click Validate to identify why your configuration is invalid.

Adding Notes and Instructions About an Asset

Add notes and instructions about an asset if multiple people are monitoring it.

Click Configuration () and navigate to the Asset Configuration page.
Select an asset and click the Description tab in the right-hand asset configuration panel.
Click the Add button in the Comments toolbar to add a note or specific instruction about the selected asset.

Note

You cannot edit comments once you add them.
Click the Add button in the Attachments toolbar to add an attachment relevant to the selected asset.
You can add standard notes and attachments to all existing and future assets of a specific type by modifying the Comments and Attachments section in the Description configuration tab on the Asset Definitions page.

Note

Attachments cannot exceed 10 megabytes.

List of Features

An important part of the configuration for an asset is the lists of features that InsightCM calculates each time the asset collects data. You can review and configure the list for a given asset on the Features tab of the Asset Configuration page.

Note

You cannot edit pre-configured features - only features that you add to an asset or an asset type.

Feature Name	Type	Description
Active Power	MCSA	Total input active power, in watts or kilowatts, of the motor
Apparent Power	MCSA	Total input apparent power, in volt-amperes or kilovolt-amperes, of the motor
Average Temperature	Thermal Imaging	The average temperature across an ROI
Crest Factor^*	Vibration
Delta Temperature	Thermal Imaging	The difference between the maximum temperatures of two or more ROIs
Derating Factor	MCSA	The value to derate the motor output based on the calculated motor voltage unbalance in compliance with NEMA MG 1-2014
Derived Peak^*	Vibration
Effective Service Factor	MCSA
Efficiency	MCSA	Motor efficiency in percentage
Envelope Total Power	Vibration	The total energy in the envelope spectrum.
Gap	Vibration	The DC value of the signal
Kurtosis	Vibration	Where () is the fourth central moment and () is the standard deviation.
Line Frequency	MCSA	Line frequency, in Hz, of the voltage bus
Load	MCSA	Output load, in kilowatts or horsepower, of the motor
Maximum Temperature	Thermal Imaging	The highest temperature across an ROI
MCSA RMS	MCSA	The RMS values of voltage or current waveforms in volts or amperes
MCSA Speed	MCSA	Motor rotational speed in revolutions per minute (RPM)
Minimum Temperature	Thermal Imaging	The lowest temperature across an ROI
Peak-Peak^*	Vibration	The greatest positive peak minus the least negative peak
Percent Full Load Amps	MCSA	Maximum RMS for motor startup currents each cycle in percentage of the full load amperes on the motor nameplate
Percent Load	MCSA	Motor load, in percentage of the full load on the motor nameplate
Phasor: Magnitude	MCSA	Magnitude of the fundamental phasor, in volts or amperes, of voltage or current waveforms
Phasor: Phase	MCSA	Phase of the fundamental phasor, in degrees, of voltage or current waveforms
Power Factor	MCSA	Power factor of the motor
Reactive Power	MCSA	Total input reactive power, in volt-ampere reactives or kilovolt-ampere reactives, of the motor
RMS^*	Vibration	The root mean square of the signal
Rotor Bar Sideband	MCSA	Maximum magnitude, in decibels, of rotor bar sideband harmonics. The decibel reference is the fundamental component magnitude in the spectrum
Smax	Vibration	The maximum value of shaft vibration in two dimensions. This feature is available only for displacement sensors that are part of a pair of orthogonal probes. InsightCM Server also requires that each sensor in a pair have the following properties configured on the Properties tab of the Asset Configuration page. Otherwise, InsightCM Server logs an error value (-1, by default). The Pair Sensor field must specify the name of the other sensor. The Unit field for each sensor must match. Smax is the result of the following equation, which complies with the ISO 79194:1996(E) standard. where `S1` is the instantaneous value of the shaft displacement `SA1` is the time-dependent measurement from one sensor in the pair `SB1` is the time-dependent measurement from the other sensor
Startup Peak Amps	MCSA	Maximum instantaneous peak value, in amperes, of startup motor currents
Startup Time	MCSA	Time duration, in seconds, for the motor to remain in startup state
Temperature	Vibration	N/A
Torque	MCSA	Output torque, in Newton meters or pound-foot, of the motor
Torque Ripple	MCSA
Total Power in Band	EMSA	The spectral energy in all frequency ranges Note Use the Remove Spurs property for this feature to ensure that feature calculations do not include spikes.
True Peak	Vibration	The absolute value of the greatest positive peak or the least negative peak, whichever is greater
Unbalance	MCSA	Unbalance, in percentage, of three-phase voltage buses or three-phase motor currents in compliance with NEMA MG 1-2014
^*The data is AC-coupled for the purpose of calculating this feature. If a sensor is configured as DC-coupled, the InsightCM Server AC couples its data for the purpose of calculating these features.

Spectral Bands

Name	Toolkit Required	Additional Explanation
1x Magnitude	Vibration	The sum of the spectrum bins from 0.8x to 1.2x the speed.
2x Magnitude	Vibration	The sum of the spectrum bins from 1.8x to 2.2x the speed.
1x Phase	Vibration	The phase of the 1x component of the signal.
2x Phase	Vibration	The phase of the 2x component of the signal.
Asynchronous	Vibration	The spectral energy that is above 1x running speed and is not synchronous.
EMSA Spectral Band	EMSA	The spectral energy between start and stop frequencies. Note Use the Remove Spurs property for this feature to ensure that feature calculations do not include spikes.
Envelope Spectral Band	Vibration	The sum of energy from the envelope spectrum.
High Frequency	Vibration	The sum of the spectrum bins from 1000 Hz to the maximum frequency value.
Non-synchronous	Vibration	The spectral energy that is not at integer multiples of running speed but is above 1x running speed.
Order Domain Spectral Band	Vibration	The sum of energy from the order spectrum.
Subsynchronous	Vibration	The sum of the spectrum bins from 0.2x to 0.8x the speed.
Synchronous	Vibration	The spectral energy at integer multiples of running speed.
Residual	Vibration	A measure of the energy left in a signal after you remove the energy from all other spectral bands calculated for the sensor. Residual spectral bands apply to a specific domain only, so the InsightCM web application requires you to choose the domain. For example, consider that you assign the acceleration Residual band to a sensor. The value of the band is the energy left after removing the energy from other spectral bands in the acceleration domain only. Therefore, if single integration is enabled, the acceleration Residual band factors in energy removed from a 1x Magnitude spectral band whose units are g rms, but not from a 1x Magnitude spectral band in the velocity domain whose units are ips rms. Note You can add one Residual spectral band for each domain to a sensor. Any phase spectral bands are not part of calculating the Residual spectral band. If a sensor contains spectral bands that overlap, the algorithm removes the energy from the overlapping region only once. Therefore, the value of residual spectral bands is always greater than or equal to zero. The residual calculation accounts for the subsynchronous spectral band.
User-Defined	Vibration	The sum of energy from a spectrum where the bands are defined by the user.

Examples of Residual Spectral Band Values

Energy in Signal	Other Spectral Bands	Residual Value
At 1x, 2x, and 3x the running speed	1x Magnitude	All the energy from the 2x and 3x components of the signal.
At 1x, 2x, and 3x the running speed	1x Magnitude 2x Magnitude	The energy from the 3x component of the signal.
At 1x, 2x, and 3x the running speed	1x Magnitude 2x Magnitude A custom spectral band for 3x magnitude	Zero
At 1x, 2x, and 3x the running speed	A custom spectral band from 0.8 to 3.2 orders	Zero
At 1x, 2x, and 3x the running speed of 60 Hz	A custom spectral band from 50 Hz to 70 Hz	All the energy from the 2x and 3x components of the signal

List of Asset Properties

On the Asset Configuration page, the Properties tab in an asset's configuration panel contains a subset of these properties. The properties available for a particular asset vary based on the property definition of that asset type.

Property	Required Toolkit	Description	Additional Information
1x Magnitude Reference	None	The 1x magnitude value when the shaft is at slow-roll speed	On the Data Viewer page, Bode and Polar viewers subtract this slow-roll value from channel data so that the plots start at 0.
1x Phase Reference	None	The 1x phase value when the shaft is at slow-roll speed	On the Data Viewer page, Bode and Polar viewers subtract this slow-roll value from channel data so that the plots start at 0.
B
Bandwidth (Hz)	EMSA	The amount of data to acquire around a center frequency	N/A
Bearing Clearance Unit	None	The units in which the Horizontal Bearing Clearance and Vertical Bearing Clearance properties express the maximum possible orbit of the shaft centerpoint inside the bearing	N/A
Bearing Start Position	None	The location of the shaft within its bearing housing when at rest, whether at the top, middle, or bottom of the housing	N/A
C
Calibration Factor	MCSA	The gain factor applied to the voltage or current sensor data	N/A
Coefficient K	CMS	Calculated using the Winter-Kennedy Method Relative Flow Measurement
Coupling	None	AC or DC	N/A
Current Phase A	MCSA	The current transformer asset node corresponding to phase A of the motor current channels	When only two of the three current phase channels are configured in the Group Properties section of the Properties tab, InsightCM calculates the data of the third current phase channel.
Current Phase B	MCSA	The current transformer asset node corresponding to phase B of the motor current channels	When only two of the three current phase channels are configured in the Group Properties section of the Properties tab, InsightCM calculates the data of the third current phase channel.
Current Phase C	MCSA	The current transformer asset node corresponding to phase C of the motor current channels	When only two of the three current phase channels are configured in the Group Properties section of the Properties tab, InsightCM calculates the data of the third current phase channel.
Custom Coefficients A	None	The A constant of the Callendar-Van Dusen equation	Enter a value for this property when you specify `Custom` for the RTD Type property.
Custom Coefficients B	None	The B constant of the Callendar-Van Dusen equation	Enter a value for this property when you specify `Custom` for the RTD Type property.
Custom Coefficients C	None	The C constant of the Callendar-Van Dusen equation	Enter a value for this property when you specify `Custom` for the RTD Type property.
D
Detection Mode	EMSA	Determines how amplitude is detected: Average Peak Quasi-Peak	N/A
Detection Time (seconds)	EMSA	The time, in seconds, that a sensor takes to acquire amplitude at a point	N/A
Digital Threshold	None	Specifies what voltage values indicate that the channel is on or off	For example, if you set the digital threshold to 2, values greater than or equal to 2 indicate that the channel is on while values below 2 indicate that the channel is off. The range of valid threshold values is 0-60. This property is only available on the 9219 module.
Double Integration Cutoff	None	The frequency, in Hz, at which to set the highpass filter when performing double integration on asset data	N/A
E
Efficiency @ 75% Load (%)	MCSA	The motor efficiency as a percentage when the load is three quarters of the full load	N/A
Efficiency @ 50% Load (%)	MCSA	The motor efficiency as a percentage when the load is half of the full load.	N/A
Efficiency @ 25% Load (%)	MCSA	The motor efficiency as a percentage when the load is a quarter of the full load	N/A
Estimate Stator Resistance	MCSA	Whether the motor stator resistance value is manually specified by the user or estimated by the InsightCM Server	InsightCM Server estimates the motor stator resistance based on the motor nameplate parameters. If the motor nameplate information is not appropriately specified, the accuracy of the estimation may be affected, which then affects the accuracy of the motor Torque Ripple and Torque Waveform calculation. The following motor nameplate parameters will affect the stator resistance estimation: Synchronous Speed (RPM), Full Load Speed (RPM), Load, Full Load Efficiency (%), and Full Load Amps (amp).
F
Full Load Amps (amp)	MCSA	Specify the motor full load current in amperes according to the motor nameplate	N/A
Full Load Efficiency (%)	MCSA	The motor full load efficiency as a percentage according to the motor nameplate	N/A
Full Load Speed (RPM)	MCSA	The motor full load speed in rotations per minute according to the motor nameplate	N/A
Full Scale Voltage	EMSA	The largest voltage range you expect the HFCT to detect	N/A
G
Gap Voltage Reference	None	The DC value, in volts, of the displacement probe when the shaft is at rest	The Data Viewer page subtracts this value from the DC voltages measured during normal operation and combines the results to generate accurate plots in the Shaft Centerline viewer.
H
Horizontal Bearing Clearance	None	The horizontal diameter of the maximum bearing clearance, expressed in the units the Bearing Clearance Unit property specifies	The Data Viewer page uses this value to display the maximum bearing clearance line in orbit and Shaft Centerline viewers.
I
Input Range	None	The input range of the module to which the channel belongs in the same pre-scaled units in which the module acquires data	You can find this value in the module [Operating Instructions and Specifications] document.
IEPE	None	Specifies to power IEPE sensors via the physical connection to the channel. When true, the device also reports open and short conditions for the channel. Set this property to true for IEPE sensors	N/A
L
Load	MCSA	The motor full load in the unit configured by the Load Unit property according to the motor nameplate	N/A
Load Unit	MCSA	The unit of the motor load from horsepower or kilowatts	N/A
Low Frequency Cutoff	None	The value at or below which InsightCM attenuates frequencies. Attenuation occurs immediately after acquisition and prior to any feature calculations. If you specify a low frequency cutoff value of zero, InsightCM does not attenuate any signal frequencies.	N/A
M
Manufacturer	MCSA	The motor manufacturer according to the motor nameplate	N/A
Model	MCSA	The motor model according to the motor nameplate	N/A
N
Nominal Frequency	MCSA	The nominal frequency of the line power to the motor	N/A
Nominal Line Voltage (volt)	MCSA	The nominal line voltage, in volts, of the voltage bus	N/A
Nominal Speed	None	The theoretical speed if there is no load on the motor	N/A
Number of Intervals	EMSA	The number of sections an EMSA frequency range is divided into	N/A
O
Offset	None	The y-intercept, [b], of the linear scale ( [y] = [mx] + [b] ) applied to pre-scaled data	To disable scaling, enter an offset of 0 and a slope of 1.
P
Pair Sensor	None	The name of another asset to pair with this one for the purpose of generating an orbit plot you can view on the Data Viewer page	N/A
PI Point Name	None	The name of a PI point whose data you want to display on the Data Viewer page. For example, `Unit 1_Motor_Accelerometer Vertical_Crest Factor`	Refer to the Point Mappings Tab on Historian Page topic for more information about PI point names.
Power Factor	MCSA	The motor power factor at full load according to the motor nameplate	N/A
Probe Angle	None	The angle in degrees at which the sensor is positioned around the shaft	The following image shows the driver-to-driven perspective of a shaft with two sensors attached. For the sensor that is angled to the right on the shaft, the probe angle is between 0 and 180 degrees. For the sensor that is angled to the left, the probe angle is between 0 and -180 degrees. Note Probe angles are independent of the shaft rotation direction.
Pulses Per Revolution	None	The number of pulses the tachometer generates per revolution of the shaft. Refer to the sensor documentation to determine this value.	N/A
R
R0	None	The sensor resistance in ohms at 0 degrees Celsius	The Callendar-Van Dusen equation requires this value. Refer to the sensor documentation to determine this value.
Rated Volts (volt)	MCSA	Specify the motor rated voltage in volts according to the motor nameplate	N/A
Resistance Configuration	None	The number of wires to use for resistive measurements	N/A
Reverse Polarity	None	Enable this control if the polarity of the sensor is reversely wired	N/A
Rotation Direction	None	The direction the shaft turns, whether counterclockwise or clockwise relative to the 12:00 position when you look down the shaft starting from the motor, from the driver-to-driven perspective	N/A
RTD Configuration	None	The number of wires to use for resistive measurements and the typical sensor resistance: RTD4W:Pt1000—Uses the 4-wire resistance method and a platinum RTD with a typical resistance of 1,000 kΩ 0º C. RTD4W:Pt100—Uses the 4-wire resistance method and a platinum RTD with a typical resistance of 100 kΩ 0º C. RTD3W:Pt1000—Uses the 3-wire resistance method and a platinum RTD with a typical resistance of 1,000 kΩ 0º C. RTD3W:Pt100—Uses the 3-wire resistance method and a platinum RTD with a typical resistance of 100 kΩ 0º C.	N/A
RTD Type	None	The type of RTD connected to the asset	If you select custom, you must use the three Custom Coefficient properties to supply the coefficients for the Callendar-Van Dusen equation.
S
Sensitivity (mV/EU)	None	The sensitivity value, in millivolts per engineering unit, taken from the documentation for the connected sensor	N/A
Sensor Ratio	MCSA	The ratio of the sensor converting the raw signal to a lower level signal acquired by C Series voltage or current modules	N/A
Serial Number	MCSA	The motor serial number according to the motor nameplate	N/A
Service Factor	MCSA	The service factor of the motor according to the motor nameplate	N/A
Single Integration Cutoff	None	The frequency, in Hz, at which to set the highpass filter when performing single integration on asset data	N/A
Slope	None	The slope, [m], of the linear scale ( [y] = [mx] + [b] ) applied to pre-scaled data	For example, a module might acquire data in volts, but that module might be used with a temperature sensor that outputs 100 mV for every 1 °C. You can set this property to 0.01 to implement the conversion from V to °C. To disable scaling, enter an offset of 0 and a slope of 1.
Speed Ratio	None	The ratio of the speed reference value to the asset speed	For example, enter a value of 4:10, if the sensor that the asset maps to is located on a part of the equipment that is spinning 2.5 times faster than the speed reference.
Speed Reference	None	An asset referenced by other assets for the purpose of calculating speed values to correlate with measurement data	N/A
Start Frequency (Hz)	EMSA	The frequency at which the HFCT begins a frequency sweep	N/A
Stator Resistance (ohm)	None	The Stator Resistance in ohms	This option is hidden if you enables the Estimate Stator Resistance button. The accuracy of the specified Stator Resistance affects the accuracy of the motor Torque Ripple and Torque Waveform calculation.
Stop Frequency (Hz)	EMSA	The frequency at which the HFCT ends a frequency sweep	N/A
Synchronous Speed (RPM)	MCSA	The synchronous speed in rotations per minute of the motor	N/A
T
Tachometer Hysteresis (volt)	None	An offset from the Tachometer Threshold that the tachometer signal must cross before the device monitoring the tachometer can detect a new pulse	This value is always positive. For instance, if the Tachometer Threshold (volt) is -5 V, the Tachometer Hysteresis (volt) is 1 V, and the Tachometer Slope is "falling", this signal must cross -4 V before the device will detect another pulse.
Tachometer Slope	None	The direction of slopes in the signal, whether rising or falling, that causes the device to measure a pulse when the slopes cross the Tachometer Threshold	N/A
Tachometer Threshold (volt)	None	The unscaled value at which slopes in the signal of the specified direction cause the device to measure a pulse	As an example, if the Sensitivity property for the tachometer channel is 200 mV/EU and a pulse should be detected at 80 mils, this property should be set to 16 V. Tachometer Threshold (volt) = Sensitivity * Tachometer Threshold (scaled). Note For more information about tachometer-related properties, refer to the Illustration of Tachometer Properties at the bottom of this topic.
Thermocouple Type	None	The type of thermocouple connected to the asset	Thermocouple types, named with letters, differ in composition and measurement range.
Terminal Configuration	None	RSE—Specifies that the analog input assets are referenced single-ended (RSE). A referenced single-ended (RSE) measurement system measures voltage with respect to the ground, which is directly connected to the measurement system ground. NRSE—Specifies that the analog input assets are non-referenced single-ended (NRSE). In an NRSE measurements system, all measurements are still made with respect to a single-node analog input, AISENSE, but the potential at this node can vary with respect to the measurement system ground. Differential—Specifies that the analog input assets are differential. A differential measurement system has neither of its inputs tied to a fixed reference, such as earth or building ground. A differential measurement system is similar to a floating signal source in that the measurement is made with respect to a floating ground that is different from the measurement system ground. Handheld, battery-powered instruments and DAQ devices with instrumentation amplifiers are examples of differential measurement systems. This mode measures potential between two inputs and therefore reduces asset count by 2.	N/A
U
Unit	None	The units in which to measure sensor data on the asset it monitors. For MCSA devices, the units of voltage and current channels match the units of the Voltage and Current asset types on the Units tab of the System page. The default unit for voltage channels is volts, and the default unit for current channels is amperes.	The units in which to measure sensor data on the asset it monitors. NA
V
Vertical Bearing Clearance	None	The vertical diameter of the maximum bearing clearance, expressed in the units the Bearing Clearance Unit property specifies	The Data Viewer page uses this value to display the maximum bearing clearance line in orbit and Shaft Centerline viewers.
Voltage Bus	None	The asset name of the voltage bus to which the motor is connected	N/A
Voltage Phase A	MCSA	The potential transformer asset corresponding to phase A of the voltage bus voltage sensors	When you only configure two of the three phase sensors on the Properties tab, InsightCM calculates the data of the third phase sensor.
Voltage Phase B	MCSA	The potential transformer asset corresponding to phase B of the voltage bus voltage sensors	N/A
Voltage Phase C	MCSA	The potential transformer asset corresponding to phase C of the voltage bus voltage sensors	N/A
W
Wiring Configuration	MCSA	The connection type of the voltage bus sensors	N/A

Illustration of Tachometer Properties

In the following illustration, the Tachometer Slope property is set as Falling.

In this example, the signal demonstrates the following behavior.

The device measures a pulse when the raw voltage signal first falls below the value of the Tachometer Threshold property, as shown in the graph.
The signal immediately rises above and then falls below the threshold when the keyway slot passes the proximity probe. However, the device does not measure a second pulse because the signal does not also rise above the hysteresis level.

Note

The hysteresis is useful in this situation because it prevents the noisy signal from triggering a second pulse when it falls below the Tachometer Threshold a second time.
The signal rises above both the threshold and hysteresis levels, which means the device is able to measure a pulse again when the signal falls below the threshold a third time, near the end of the graph.

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Organizing Your Assets

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Adding Equipment Assets

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Adding a DEI Pump Asset

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Reliability and DEI Pump Assets

Reliability

DEI Pump Assets

Reliability Alerts and Responses

Properties Tab

Motor Sensors Tab

Motor Survey Tab

Pump Sensors Tab

Pump Survey Tab

Usage Tab

List of Equipment Asset Types

Configuring a Speed Reference

Adding Sensors Assets

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Validating Your Assets

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Adding Notes and Instructions About an Asset

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List of Features

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Spectral Bands

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Examples of Residual Spectral Band Values

List of Asset Properties

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Illustration of Tachometer Properties

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