08 Trend 2005 Emcat Pro 2005 User Manual

8/17/2019 08 Trend 2005 Emcat Pro 2005 User Manual

1/90

EMCAT 2005 version 2.0 2/2007

TREN D 2005

EMCAT PRO 2005

ALL-TEST Pro, LLC


2/90

TREND 2005 / EMCAT PRO 2005

Manual for Version 2.0

ALL-TEST Pr o, LLC

123 Spencer Plain Rd

Old Saybrook, CT 06475

Attn: Technical Support Department

Ph: USA-860-395-2988

Fax: 860-399-3180

Email: [email protected]

Copyright 2006, ALL-TEST Pr o, LLC

Patents Pending Manual for Version 2.0


3/90

T RE N D 20 05 / E MC AT P RO 2 00 5 VERSION 2 . 0

USERS MANUAL

ALL-TEST Pro, LLC


4/90

Table of ContentsCD Directory..............................................................................1 Introduction................................................................................3

Version 2.0 Features .................................................................4 Enhanced G raphics Operations........................................................4 Reports........................................................................................4 Custom Logos ..............................................................................5 Equipment Setup ...........................................................................5 Increased Export Capabilities .........................................................5 Enhanced Auto Analysis Capabilities......................................5 Future Enhancements ...............................................................5 Software Requirements .............................................................6 Launching TREND/EMCAT PRO 2005 .....................................7

Log In Screen................................................................................7 Main screen...............................................................................8

Menu Bar................................................................................................... 8

DATABASE BACKUP/RECOVER...........................................11 BACKUP ...................................................................................11 RECOVER...............................................................................11 Import Test Data......................................................................15 Creating & Viewing a Company...............................................17 Deleting a Company................................................................18

Adding/Viewing Contacts to a Company/Location...................19 Adding Contacts to Location Information Sheet ......................22 Equipment Information Setup..................................................23

Duplicating Equipment Information .........................................................25

Name Plate Data From ATPOL...............................................................26

Route Setup.............................................................................26 Route Setup.............................................................................27 Move........................................................................................30 Instrument Upload/Download ..................................................31

Introduction ...................................................................................31

Uploading ALL-TEST PRO IV 2000 ........................................32 Mapping Uploaded/Imported Data...........................................33 Deleting Unmapped Import Pending Test Data.......................37 Downloading Test Data (EMCAT PRO 2005) .........................37 Instrument Backup/Restore.....................................................40 Rotor Testing (EMCAT PRO 2005) .........................................43 ALL-TEST PRO Rotor Grading System ..................................44


5/90

AC Rotor Visual Analysis.........................................................44 To change entered data ..........................................................46 Changing Graphical Display Appearance................................47

Closest Point Identification ............................................................48 Graphic Properties...................................................................48 Storing or Printing Graphs.......................................................49 Expanding the Graphic Display ...............................................49 Equipment Data A nalysis ..............................................................51 Analysis Display Screen ..........................................................51 Equipment Information Section ...............................................52 Displaying Name Plate Data....................................................52 Multi-Technology (Adding Additional Test Data) .....................52 Generating Work Orders .........................................................54

Basic MCA Principles ..............................................................56 TREND/EMCAT PRO 2005 REPORTS ..................................60 Interpreting the Report.............................................................67 Individual Analysis Report (Equipment Findings) ....................68 Route Report ...........................................................................70 ELECTRIC SIGNATURE ANALYSIS (ATPOL) .......................72

Uploading the ATPOL Data Collector .....................................................72

Performing Automatic Electrical Signature .............................................73

Analysis ................................................................................................... 73

Special Applications ................................................................74 Motor Master + 4.0 .................................................................................. 74

Trademark Recognition ...........................................................75 Security Device........................................................................75 Software Agreement................................................................76 Appendix 1...............................................................................78 Appendix 2...............................................................................79


6/90

ADDENDUM

Changes incorporated into TREND and EMCAT PRO TM

2005 Version 2.2

Version 2.2 incorporates the following changes:

Manual data entry for phase to phase Resistance, Impedance and Inductance. Multiple language capability

o Spanish version is now available. o Other languages to be determined.

READ this addendum prior to using V2.2 software. The Trend/EMCATPRO 2005 manual has not been updated to reflect these changes.

Software Installation: This upgrade file will only be usable on Versions 2.0 and 2.1. If you currently are usingVersion1.x, you must first upgrade from Version 1.x to Version 2.1. The upgrade files andinstallation instructions will be found on the installation disk under the following tab:

TREND/EMCAT PRO 2005 SoftwareInstallation and instructions

The user should always backup the database and save it to a safe location prior toupgrading the software. Instructions for where to find the database files are referenced inthe user manual.

Manual data entry: When using the ATIV in Auto Mode where impedance and/or inductance readings areless than 10, the ATIV will display whole numbers only. I.e. drops the numbers to theright of the decimal. Therefore, if the phase to phase impedance is 1.9 ohm, 1.9 ohm,and 2.0 ohm, the ATIV in Auto Mode will display 1, 1, and 2. When evaluating theseresults in previous versions of Trend/EMCAT PRO 2005 software it will show a 50%

phase to phase unbalance and generate a yellow alarm.

If needed, the user can now make measurements of impedance and inductance in theATIV s Manual mode (which will display values to the right of the decimal) and enterthese new readings into the software.

Phase-to-Phase resistance can also be entered via Manual data entry when required.

These values are changeable in both TREND and EMCAT PRO 2005 and are accessedas shown below:

After selecting the Manual Entry of Test Values the following screen will appear:


7/90

The original values uploaded from the instrument are displayed for the motor datasetselected.

The user then enters the new data using the computer keyboard:

As shown, a note will be added to the dataset indicating that any or all of the values have been changed andthis note appears as the new data is being entered:

Manual Resistance MR Manual Impedance MZ Manual Inductance ML Or all three MRZL

Impedance and Inductance values werereplaced with manual readings. This changeby the user is documented by the MZLnotation.


8/90

Any changes to the dataset must be saved before leaving the screen to permanently save the changedvalues. If you do not select save before trying to close then the following screen pop up will display:


9/90

T R E N D 2 0 0 5 / E M C A T P R O 2 0 0 5

1

LOADING SOFTWARE AND GETTING STARTED

To load TREND 2005 / EMCAT PRO 2005 place the TREND 2005 / EMCAT PRO 2005 (TREND/EMCAT PRO 2005) CD into your CD drive.

Caution: Because this

installation may add some

files to your system, loading

TREND/EMCAT PRO 2005 requires fulladministration capabilities foryour system.

Software Loading

The TREND /EMCAT PRO 2005 software loading

operating instructions should auto load immediately

after the CD is placed into the CD drive. Make aselection from the following menu:

TREND/EMCAT PRO 2005 SoftwareInstallation and instructions

TREND/EMCAT PRO User Manual

Motor Master Plus 4.0

Motor Master Plus 4.0 User Manual

ALL-TEST Pro Product Literature

Technical Papers

Electrical Calculator

TREND/EMCAT PRO 2005 Software

CD Directory

The directory of the TREND/ EMCAT PRO 2005 should have the following files on the CD. If any filesare missing; please contact us at: www.alltestpro.com

ALL-TEST-Papers: This file containsreference articles and papers that

maximize the use of ALL-TEST Pro

Instruments.

EMCAT 2005 Installation: This filecontains the software for either newinstallations or for upgrades of previous

TREND/EMCAT PRO 2005 versions. It also containsthe software for EMCAT Calculations and the latest JavaRuntime Environment version for proper operation ofthe TREND/EMCAT PRO 2005 software.

http://www.alltestpro.com/


10/90

2

Literature: This file contains literature about other ALL-TEST Pro Motor Diagnostic products such as the ALL-TEST IV Pro 2000 (ATIV), ALL-TEST PRO 31(AT31), ALL-SAFE, and ALL-TEST PRO On-Line II (ATPOL II).

Manuals: This file contains the instruction manuals for the ATIV and the TREND/ EMCATPRO 2005 software.

Misc. files: This file contains software file that may be needed for proper operation of theTREND/EMCAT PRO 2005 system. Currently this file contains the Software to install theSecurity Dongle and the proper KL2DLL32.DLL file for this version of TREND/ EMCATPRO 2005.

MMPlus: This file contains the software and the users manual for the Motor Master + 4.0 theDepartment of Energys software tool. A n energy-efficient motor selection and management tool, MotorMaster+ software includes a catalog of over 20,000 AC motors. This tool features motor inventory

management tools, maintenance log tracking, efficiency analysis, savings evaluation, energy accounting, and

e n v i r o n m e n t a l r e p o r t i n g c a p a b i li t ie s .

Windows Software: This file contains windows software programs that will assist in viewingand using the tools and programs that come with the ALL-TEST PRO CD s. This file contains;Adobe Reader 8.0; Explorer 6.0; Power Point Viewer; & Windows Media Player.


11/90

3

Introduction

The TREND/ EMCAT PRO 2005 (Electric Motor Circuit Analysis Tool) is an advanced tool for

electric motor maintenance and management using ATIV instrumentation.

TREND / EMCAT PRO 2005 is a completely new platform that runs under the widely acceptedWindows ® XP operating system. To operate the software an understanding of the W indows ® XP operating system is necessary.

W hen accessing TREND / EMCAT PRO 2005, it will run as either TREND or the morepowerful EMCAT PRO 2005. To access the features of EMCAT PRO 2005 the USB securitykey must be installed. W ithout the USB security key will still allow the user to access themajority of the programs features. See below for the features accessible with the upgradedEMCAT PRO 2005.

EMCAT PRO

2005 is the industry s most powerful tool for tracking, scheduling and maintainingrecords for AC/DC electric motors and transformers for service companies and in-housemaintenance departments.

The TREND 200 allows for uploading data gathered and stored in any ATIV , automatic dataanalysis, and report generation. TREND 2005 also provides a platform to operate the softwareand programs necessary to operate the ATPOL Series analyzers (Separate software CD).

TREND 2005 imports and sorts data from previous versions of TREND/EMCAT software, andtest results from other technologies such as infrared, ultrasonic, vibration analysis and muchmore. TREND 2005 performs specialized analysis during upload, and data importing providing

immediate answers to the electrical condition of your equipment.

The EMCAT PRO 2005 includes all of the features of the TREND 2005 plus additional

advanced features which make the EMCAT PRO 2005 the most advanced and easy to use motormanagement and analysis system available today.


12/90

4

The additional features EMCAT PRO 2005 include:

The Rotor Test module which allows entry of inductance or impedance rotor test information and scores the condition of the rotor based upon our proprietary RotorGrading System.

Test analysis and trending modules provide degree of f ault gauges and allow for the generation of work orders. Trend reports, analysis reports, route lists and more can beprinted directly from the program.

The DC Motor analysis capabilities are unparalleled in the industry. It supplies fieldproven techniques and procedures to trend and evaluate your DC motors.

Transformer Analysis uses the same field proven techniques developed in motor testing toquickly and accurately evaluate the condition of the Transmission or distributiontransformers.

W ork Orders incorporating all of the data gathered for the equipment can be generatedquickly and easily with a simple button operation.

EMCAT PRO 2005 provides a very simple, intuitive program for access and maintenance of yourelectric motor and transformer data using the most advanced methods available today. If you havealready been using the ATIV and the previous versions of TREND /EMCAT PRO 2005, you canimport your data history with a few clicks of your mouse button.

Version 2.0 Features

Caution: TREND/EMCAT PRO 2005 version 2.0 is not backwards compatible; once the database hasbeen converted it cannot be run on previous versions of TREND/EMCAT PRO 2005. It is recommendedthat the user create a backup of the current TREND/ EMCAT PRO 2005 database before upgrading toTREND/EMCAT PRO 2005 version 2.0.

Enhanced Graphics Operations

TREND allows enhanced operations of the graphics displays in the analysis screens. Display

zooming and precision data location features have been added to increase the analysis, display

and reporting capabilities of the TREND /EMCAT PRO 2005 program.

Reports

Several enhancements have been added to the TREND / EMCAT PR O 2005 reports.


13/90

5

Custom Logos

The following reports now allow the user to add custom logos to their reports:

List of Equipment

Equipment to Review Equipment to Test

Equipment Findings

Route Report

The equipment finding report now prints in full color. The report displays the same color code asthe TREND /EMCAT PRO 2005 software display screens; it also displays the Impedance andInductance comparison graphs from the individual analysis screen.

Equipment Setup The equipment setup now allows for the Name plate data information to be populated from

the ATPOL series Electrical Signature Analysis (ESA) software.

Increased Export Capabilities

TREMD/EMCAT PR O 2005 now exports all test results, including user notes.

Enhanced Auto Analysis Capabilities

TREND /EMCAT PRO 2005 has improved automatic analysis on impedance and inductanceunbalance. Since normal rotor orientation can cause an unbalance in an uncompensated

MCA reading TREND/EMCAT PRO 2005 software will now issue a yellow warning

instead of a red alarm for impedance and inductance unbalances.

Future Enhancements

ALL-TEST Pro, LLC will continue to upgrade and improve TREND /EMCAT PRO 2005 software.Additional features are already in progress. Input from our users is welcome and appreciated. Please E-

mail them to us at [email protected].


14/90

6

SoftwareRequirements

TREND 2005/ EMCAT PRO 2005 requires the following: 1. Windows XP or later2. Pentium computer or equivalent

3. 256 MB RAM4. 15 inch screen on laptop or 17 inch screen on PC5. 1024 x 768 resolution, minimum

6. Color or B&W printer for reports

7. RS-232 port or adaptor (for communication with ATIV)8. USB port for EMCAT PRO 2005 security key 9. Microsoft Office 2003 with word (for ATPOL series reports)

In addition to this you must also have a minimum of Java Runtime Environment (JRE) of 1.4 or higher.

Note: If your computer does not have the required JRE file, load it from the TREND / EMCAT PRO 2005 installation CD or from http://java.com.

http://java.com/


15/90

7

Launching TREND/EMCAT PRO 2005

There are two ways for you to launch TREND/EMCAT PRO 2005 Software, either directlyf rom your desk top by double click ing on the EMCAT 2005 icon, or you can launch thesoftware by going through your start menu.

Log In Screen

When TREND / EMCAT PRO 2005 is accessed for the first time thedefault settings are:

UserID: Admin

Password: admin

Note: the UserId and Password are case sensitive

New UserID and password can be assigned by an administrator once TREND 2005 / EMCAT PRO 2005 is operating. See ADMINISTRATION

Note: For Security purposes and safer operation, either the Administrators User ID or password may be changed once theTREND/EMCAT PRO 2005 program has been initially launched. However, it is recommended if either of these is changed

a record of the changes should be kept as a default User ID & Password. The default User ID and Password should not benormally used.


16/90

8

Main screen

Menu Bar

The menu B ar provides drop down menus to access the features and functions of TREND / EMCAT PRO 2005.

File: Exits and closes the TREND / EMCAT PRO 2005 program.

Setup: Allows the administrator/user to setup and maintain the TREND database.

EMCAT Data Entry: Allows EMCAT PRO 2005 users to create rotor test graphs andPerform DC Motor Analysis, this feature is not available to TREND users.

Instrument: Allows the Administrator/User the ability to Upload data collected in an ATIV,assign uploaded data to individual machines, and backup & restore the database. EMCAT PRO 2005 users can also download routes into the ATIV.

Applications: Allows Administrators/Users to Access additional application programs formore versatility with the TREND/ EMCAT PRO 2005.

PQ: This selection accesses PQ application program which controls the ALL-TEST PRO On-Line Series analyzers, (ATPOL). ATPOL: Electrical Signature Analysis which performs


17/90

9

automatic analysis of the on-line dynamic Data gathered by the ATPOL. Separate ATPOL software needs to be installed in order for this function to operate properly .

Motor Master +: This software developed, by the U.S. Department Of Energy, allows you toquickly and easily find electric motors for your particular application, and to compare the cost

of an energy ef ficient motor to a standard motor. MotorMaster+ needs to be installed for thisfunction to operate properly

Reports: Allows the Administrator/User to create and print various reports regarding the condition of

the equipment imported from the ATIV.

List of Equipment: Allows the Administrator/User to create and displays a list of the name,

type of equipment and where the equipment is located in the data base.

Equipment to Test: Allows the Administrator/User to generate a list of the equipment

scheduled to be tested.

Equipment to Review: Allows the Administrator/User to create a report that displays thecondition of the equipment imported from the ATIV.

Equipment Findings: Allows the Administrator/User to create and print a report of the datacollected by the ATIV and imported into the TREND / EMCAT PRO 2005.

Route: Allows the Administrator/User to create and print a list of the routes, and equipment inthe routes, setup in the TREND / EMCAT PRO 2005 database.

Admin: This feature is only available to an Administrator. It will only be active when a person with

administrative capabilities is logged onto the system.

Users: This feature allows an administrator the add/delete TREND 2005 / EMCAT PRO 2005

users, change passwords, and assign administrative rights to users.

Export Test Data: This feature allows an administrator to export test data from the

TREND / EMCAT PRO 2005 database to another database or program.

Migration: This feature allows for importing data from previous versions on

TREND / EMCAT PRO 2005.


18/90

10

ADMINISTRATION

TREND/EMCAT PRO 2005

Main Screen

When using the Admin account it will open, as an Administrator. From this screen, the user canperform all of the operations using the menu bar by simply selecting from the activated menu

selections. In addition to being an Administrator; the user will be able to perform all of the normal

operations, users can be added or deleted, as well as deleting information which was entered from theSETUP screen. An Administrator is also able to import and export data.

Setting up Administrator/Users

The Admin menu selection is used to add or delete users of the TREND / EMCAT PRO 2005 and toestablish the administrative rights to the system.

Administrator: Can control who has access to the TREND / EMCAT PR O 2005 program anddelete any information accessible through the set-up screen, as well as import and export motor

data.

Caution: For security purposes routine users should not log in as the default User ID: Admin. If your computer crasheswhile TREND / EMCAT PRO 2005 is operating the user currently logged in will be precluded from logging into

TREND / EMCAT PRO 2005. To clear this condition an Administrator must log into TREND / EMCAT PRO 2005 and remove and re-enter the user. If the default User ID is logged in and this occurs ALL access to TREND / EMCAT PRO 2005

will be denied.

Note: To protect from this occurring it is recommended that you create at

least one additional Administrator UserID, and a non-administrator UserIDfor normal use, incase you become locked out.

Further protection can be obtained by frequently backing up your database. If you do get locked

out of TREND 2005 / EMCAT PRO 2005 access can be regained by replacing the locked database

files with the latest backup. The database files to routinely backup are located in the EMCAT

PRO 2005 file in the Program Files directory.

emcatdb.jds

emcatdb_LOGA_0000000000

emcatdb_LOGA_ANCHOR emcatdb_status_0000000000

User: Can Access any of the functions of TREND/EMCAT PRO 2005, but can not add/delete users

or delete machines or transfer motor information.


19/90

11

DATABASE BACKUP/RECOVER

BACKUP

To protect the integrity of the database the user should routinely back up the database. Backup the

database on either an external drive, CD or in another file in the EMCATPRO2005.

Following is a quick procedure to create a backup folder and how to backup the database. Review the

windows procedure on creating folders

1) Create a sub folder named DB backupin the EMCATPRO2005 folder.

2) Copy the 4 database files:

emcatdb.jds emcatdb_LOGA_0000000000

emcatdb_LOGA_ANCHOR emcatdb_status_0000000000

(Review the Windows procedure for copying files)

3) Paste these 4 files into the newly createdDB B ackup folder.

4) To routinely Backup up thedatabase, simple copy these files

from the active database and

pasting them into the DB Backupfile. (At least once a week is

recommended, but it should bebacked up anytime the database ismodif ied.)

RECOVER

To recover the database

1) Copy the 4 database files located in the DB Backup folder.

2) Paste them into the EMCATPRO2005 folder.


20/90

12

5) User Setup Screen

When logging into TREND / EMCAT PRO 2005 for the first time,use the Admin account to log in. The user will be logged in the Administrator. To add a user, select, Admin from the menu bar,

and then select users . This will provide you with the Setup Users

screen. From the users setup screen, the administrator can select to

add, view or delete users.

ADD User Information: To add user to the TREND / EMCAT PRO 2005 system select add from theSetup users screen and fill in the open boxes from the drop down screen.

User ID: Can be any combination alpha characters with a maximum of

20; however these characters are case sensitive. Caution: the softwarewill allow you to enter an incorrect UserID but you will not be able to Log

in using an invalid UserID.

Name: Enter the users name; it can be any combination of AlphaCharacters up to 50 characters can be used.

Password: The user password can be any combination of alpha, numeric or even special characters,

but there must be a minimum of 6 characters and a maximum of 20. The password is case sensitive.

By placing a check mark in the next to Administrator this user will now have Administrator Privileges.

Default Report Size: Allows the user to select which paper size the reports will be printed on. A4 (210mm X 297 mm) is the metric standard. The letter size (8 ½ X 11 in) is the imperial size and normallyused as standard in North America.


21/90

13

Export Test Data

The Export Test Data function allows the Administrator to export data to another database or program.The export file converts the data into a text file and stores it in the EMCAT PR O 2005 directory under:

To export data from your TREND/EMCAT PRO 2005, select Export Test Data from the Admin

menu bar. This will drop down the Export Test Data Screen.

1) Select the company name from which themotor data is going to be exported is

assigned. This is done by clicking on thecompany from the company selection box .

2) Data can be exported by company,location or equipment by highlighting the

appropriate selection from the Company

tree displayed in the left box.

a. Selecting the company allows allof the data collected for all of the

equipment within the company tree to be exported.

b. Selecting location or sub location allows for all of the data collected within the locationor sub-locations to be exported.

c. Selecting equipment allows for all of the data collected on that equipment to beexported.

3) After the Company, location or equipment has been highlighted in the left hand box; depressthe Copy To button to transfer the selected test data to the export buffer file in the box on the

right side of the screen.

Note: The export buffer file lists all of the data collected for the selected equipment by location, orsub-location, equipment ID and date and time the data was collected.


22/90

14

4) Select the earliest date of the collected data that is to be exported:

5) Select the last date of the collected data that is to be exported.

6) Depress the export button to create export file.

7) The export file is now created based on the equipment and dates selected. The drop down boxdisplays the file name of the export file created.

The test data export files are located in the EMCATPRO2005 f ile which is

normally in the Program Files folder on the host computers C: drive.

The export files are automatically named for the date and time the file was

created and is a tab separated value txt-file.

RowID: The RowID preceding each data entry identifies the type of data displayed following the

RowID RowID = 10 Test Data from the instrument (for DC & single phase machines) RowID = 12 Test Data with added analysis & notes

RowID = 20 Rotor Test Data Set

The name plate button displays the name plate datafor the selected equipment.


23/90

15

Import Test Data

The Migration feature allows the administration to import data from previous versions of

TREND / EMCAT PRO 2005.

To import data, click on Admin menu andselect Migration.

Prior to importing test data from a previous

version of TREND / EMCAT PRO 2005, thetest data must have been exported from theprevious version and stored as a delimited textfile. Follow the export instruction in your

version of TREND/EMCAT.

1) Click on Get File . Browse the explorer until youlocate the file containing the previously exported data.

2) Browse your files and highlight the delimited text

file containing the data you wish to import.

3) Click the Start Migrate button.

4) Test Data Migrated Indicator will indicate thenumber data sets imported. The data has been imported

to data input buffer. See the section on Mapping

Input Data to assign the imported data to the properequipment. Note: The equipment must be created in

the set up menu before it can be mapped.

5) Close the Window.


24/90

16

Company Information Setup

This section discusses the procedures to set up the Company information. The Company set up withinthe TREND / EMCAT PRO 2005 is structured using normal EXPLORER file structure with folders,

sub folders and files. This program can be used exclusively for your company or several companies.The TREND / EMCAT PRO 2005 Company structure is sorted alphabetically.

The TREND 2005 organization is like a tree with branches, the Company is the trunk, the locations arethe branches and the equipment is the leaves.

Select Setup from the menu bar.

1

Company XYZ

Location A

Location B

Location C

Equipment

Location D

2 3

1 2 3Equipment

1 2 3

1 2 3


25/90

17

From the drop down menu, select the Setup operation you wish to perform. Each database begins witha company. Locations within the company are subfolders under the parent company. The various

equipment is assigned to these locations.

Company: The company information should include the basic company or headquarters information

for your company or the company.

The Setup Screen provides the format,screens and buttons necessary to quickly

and easily set up and organize yourequipment system.

The field boxes in bold are required to

be filled in. The other fields are forinformation only. The Company Name

is limited to 50 Characters. These

characters can be a combination of

alpha, numeric or any other character available from your key board. Each

Company Set up screen also contains anaddress book to assign key Companycontacts to the database.

The selection bar at the bottom of the set up allows the Administrator/User to perform the various

functions of the set up screen.

Creating & Viewinga Company

Fill in the Company Name (50 Characters Max). This is mandatory. Use one or all of the Addressboxes to include the company s address, phone, fax number and email address.

When all of the desired information is entered, save the information by pressing the Save button at thebottom of the setup screen.

Additional Companies can be added by pressing New button at the bottom of the page. Then followthe above procedure for adding each new company. To view another company in the data base, use thePrev & Next buttons. The companies are arranged alphabetically in the data base.

Prev:Scrolls Up the alphabet D, C, B, A

Next: Scrolls down the Alphabet D, E, F , G


26/90

18

Deleting a Company

From the Set up screen use the Previous and next buttons to select the company which is being deleted.

Press the Delete button from the selection Bar., the following warning will appear, press the DELETEbutton if you wish to delete the Company, press cancel ifyou do not wish to delete the Company.

Caution: Verify that the company listed in the dropdown box is the correct company to be deleted.

Note: only a user with Administration privileges candelete information from the data base.


27/90

19

Adding/Viewing Contacts to a Company/Location

Contact names, addresses and phone numbers can be entered and accessed directly from the Companyor Location records. To add a contact to the Company Information record:

Select the Company Information page the contact will be added to using the Prev andNext buttons from the bottom of the Company setup screen.

Press the Add button from the Company set up screen next tothe blank contacts list.

This drops down the Contact Setup up screen:

Fill in as much of the contact information as available. Additional information can be added or viewed at a later time.

When the Contact Information is entered into the Setup screenpress Save.

Additional contacts can be added now or at a later date by repeating the above steps. The contactsnames will appear alphabetically in the contact section of the Company Information page.

To View Contacts

Select and highlight the Contact you wish to view from the stored information in from the contact list.

Press the view button. The highlighted contact will appear in the Contact view screen shown inAlphabetical order.

To Delete Contacts

Select and highlight the contact you wish to delete from the contact list

Press the Delete button. The highlighted contact will be deleted. Any user can delete a contact.


28/90

20

Location Setup This section discusses the procedures to set up your Location information. The Location set up with inthe TREND / EMCAT PRO 2005 is one level below the company. Each Company can have one ormore locations. This allows the user to organize the equipment into easy to locate groups. TheTREND / EMCAT PRO 2005 Location structure is sorted alphabetically for ease in organizing and

locating your company and equipment.

Creating Location 1) Accessing the location setup screen can be accomplished either from the Main Screen or the Company

Set up Screen. From the Main Screen Select Setup, then Location from the drop down Menu.

2) To Access the Location Setup screen; from the Company Setup screen, left click on the Location

from the Menu bar at the top left of the Company Set up Screen.

3) This will cause the Location Screen to appear.

4) From the Company selection screen select the

Company that the Location is going to be added.

5) There are two ways of adding a location.

a) From the Location screen click on the Insert

function. This will allow you to add a location

name.


29/90


30/90

22

Caution: Verify that the location listed in the drop downbox is the correct company to be deleted.

Note: Only a user with Administration privileges can deleteinformation from the data base.

1)

Adding Contacts to Location Information Sheet

Contacts are added to the information screen following the same procedures as for the screen. Adding/Viewing Contacts to a Company/Location


31/90

23

Equipment Information Setup

The equipment information sheet provides the setup screen to organize all of the important informationfor the plant equipment included in the testing program. The test data can be associated to the

equipment either before the test data is taken with the ATIV or after it has been taken.

Each piece of equipment must be assigned to a location and company before test data can be assigned

to it.

The Equipment Information Sheet can be accessed directly from the Main Screen, or from either the

Company Setup Screen or the Location Setup Screen.

1) Select the Equipment Setup from either the Company information sheet ordirectly from the Main Screen.

2) From the Equipment Setup screen, select Insert

Or New from the bottom menu bar

3a) From the Company drop down dialog box select the company that the new equipment is going tobe assigned to

3b) From the Company tree select and

highlight the location or sub-location

the equipment is to be assigned to.

Caution: This must be selected beforeyou fill in the equipment dialog boxes.

4) Type in the information in the desired dialog boxes,


32/90

24

Note: The following dialog boxes in bold must be filled in.

Equipment ID: The equipment ID is the Permanent ID assigned to the asset. If the asset is a

motor and it is sent out for repair and then placed in another machine; trained, this EquipmentID will follow it throughout its life. The Equipment ID is programmable and can contain 11

Characters. These characters can be any combination of alpha, numeric or other keyboardcharacters, spaces count as characters. Each Equipment ID is unique for each location. The

Equipment names are case sensitive, (i.e. you can have a piece of equipment named #1 BFP,and #1 bfp, or #1 Bfp etc).

Caution: If Equipment test data is going to be downloaded into the ATIV, the Equipment ID

must adhere to the rules of the ATIV. Do not leave spaces in the Equipment ID. It will

corrupt the data.

Note: To provide maximum flexibility and increased capability theequipment ID can be different from the name that the test data was saved in

the ATIV and doesn t have to follow the save rules as those in the ATIV. Theequipment ID in the TREND / EMCAT PR O 2005 can be different from the

Equipment ID.

Type: The equipment type is selectable from a drop down menu. The equipment type is

extremely important since it selects the analysis for the equipment. The selectable values can be

selected by either highlighting the entry or enter the first character from the keyboard. (Ex:

3Phase can be entered by pressing 3 from the keyboard, or highlighting)

If only TREND 2005 is operating, the equipment type s selections are limited to AC Motors: 3 Phase AC 1Phase AC

If the full EMCAT PRO 2005 version is operating the equipment type selections include transformersand DC Motors: CompoundDC

ShuntDC SeriesDC Transformer BrushlessDC


33/90

25

Test Interval: The test interval is selectable from the drop down dialog box. The user has the choice of

selecting the intervals in which the selected equipment should be tested. The recommended test

intervals are dependent on the application of the equipment and generally the environment. (See the

section in Starting a program). The test interval is selected in Months. (1, 2, 3, 4, 6, or 12)

Phases: The number of phases is selectable from a drop down menu. For AC Motors and Transformerseither 1 or 3 is selected depending whether a single phase or a three phase on the equipment tested.

When Testing a DC motor select 2.

1 AC Motors/Transformers 2 DC Motors

3 AC Motors/Transformers

5) The remaining fields are optional. However, it is useful to keep full a record of the machine snameplate data.

Duplicating Equipment Information

If there are several motors within the plant are the same or similar, the name plate data can beduplicated by using the Save feature of the TREND/ EMCAT PRO 2005.

1) Pressing the Save button on the bottom menu bar stores the equipment to the Equipment IDselected. It also clears the fill in box for the Equipment ID and the Equipment Name. All of the

other fields remain filled in with the previous motor s data.

2) To add other equipment with the different Name Plateinformation, select New . Pressing the New button willclear all fields.


34/90

26

Name Plate Data from ATPOL To save time during the equipment setup process, if the equipments name plate data has been

previously entered in the ATPOL ESA software, TREND/EMCAT PRO 2005 can import thisdata directly from the ATPOL DATA files to populate the TREND /EMCAT PRO 2005database.

NOTE: This feature is unidirectional; the ATPOL ESA database can not be populated from

the TREND 2005/EMCAT PRO 2005 database

To import Equipment name plate data from ATPOL:

1) Select the Equipment ID from the Company Tree menu, for the Equipment thatrequires

2) Select From ATPOL by depressingthe From ATPOL button on the

Equipment setup screen.

3) From the drop down menu select theFile that has the name plate data for

the equipment to be populated inTREND/EMCAT PR O 2005. (Thename in ATPOL does not necessarily

need to be the same as inTREND/EMCAT PRO 2005)

The Pop down display provides a list of the values that will entered intothe Equipment Name plate, verify that all of the values are correct.Selecting Copy will populate the TREND/EMCAT PR O 2005 nameplate data. (Note: If the data is not correct in the ATPOL database you

must either change it in the ATPOL data base, or in the TREND/EMCAT PR O 2005 database after this operation is performed.)


35/90

27

Route Setup

The Route Setup screen organizes the equipment into groups for scheduled maintenance and todownload the groups into the ATIV. Once downloaded to the ATIV, the user can access the last set ofdata taken on that piece of equipment. The equipment assigned to a route can be viewed from the route

setup screen. The route setup screen provides the screens to create routes, add/remove equipment to aroute, and provide special instructions for a route.

The Route Setup screen can be accessed directly from the main screen.

The Route Setup screen can also be accessed from the company setup screen, location setup screen or

the equipment setup screen.

To Set Up a Route

1) Select the Company that theroute will be set up for from the

Company drop down box. If

there are existing routes createdfor the company, select new fromthe bottom menu bar. This will

clear the Route Name dialog box.


36/90

28

1) Select the location from the Company Tree.

2) Open the Location window. Either left click on the Icon, or double click the Location. This willopen the Equipment List.

3) Fill in the name of the route in the Name Route Dialog box. The route name can be any combinationof alpha, numeric or any keyboard character but can not exceed 20 characters.

To Add Equipment to a Route

1) Highlight the equipment to be assigned to the new route. Press the copy to control button. This

assigns the selected equipment to the new route. Continue assigning selected equipment to the routeuntil the route list has been completed.

2) When the route list has been completed, save it by pressing Save from the bottom menu bar.


37/90

29

To Remove Equipment from a Route

Select the equipment to be removed from the route equipment list. Press the Remove button. Theequipment will be removed from that route.

To Delete a Route

1) From the route setup screen, select the company name that the route is in.

2) Using the Prev/Next menu buttons select the route to be deleted in the route name dialog box.

3) Press the delete button on the bottom menu bar. Note: Only an administrator can delete a route.

The entire route will be deleted and

all of the equipment will be removed

from the route. Note: Deletingequipment from a route will not affectany data collected for the removedequipment.


38/90

30

Description Dialog Box

The description dialog box allows the user to include special instructions to a route, such as, where the

disconnect is located, or special lubricating instructions, etc.

Move

The Move function in the setup menu allows the administrator/user to move equipment from onelocation or company to another location or company. This allows the user to move the equipment forrepair, or replacement.

The administrator/user can move a single piece of equipment or an entire location from one location orcompany to another location or company.

To Move Equipment

1) Select Move from the setup drop menu from the Main screen.

2) This displays the Move Control panel, the display area on the left is thesource, and the display area on the right is the destination panel.

3) From the Source area drop down menu, select the company the sourceequipment currently resides.

4) Open the Location and/or sub-location, where the source equipment currently resides. Open the

location to reveal the equipment in the company tree.

5) Highlight the equipment to be moved from the source company.

6) From the destination display area, select the Company to where the equipment is being moved.

7) Highlight the location/sub-location the where the equipment is being moved.


39/90

31

8) Press the Move button, the selected equipment will be moved to the new company/location.

9) Re-open the destination location and verify that the equipment actually moved.

Note: If a selected machine is assigned to a route, it must be removed from the route before a move canbe completed.

Instrument Upload/Download

Introduction One of the main and powerful features of the TREND is the ability to upload the data gathered by theATIV. The data from the ATIV is uploaded to TREND and is then available for Trending, Analysis, andReport generation of both three phase and single phase AC Motors. The more powerful EMCAT PRO 2005 can accept the data from AC Motors as well as single and three phase Transformers, and DC motors.


40/90

32

Uploading ALL-TESTPRO IV 2000

To upload Test Data stored in the ATIV:

1) Select Instrument from the Menu Bar on the Main Menu.

2) Highlight Upload TD

3) This accesses the Upload Control Screen.

4) From the Upload Control Screen select a free Com Port. The TREND/EMCAT PRO 2005

software recognizes only comm. ports 1-4.

Note: Determine which comports are available from Windows System Control Panel

5) From the Manual menu on the ATIV, select PCCommunications. (Refer to the ATIV Operating Manual)

6) Connect the ATIV to the computer using the serial port cable included or connect the supplied cable to the computer

using an USB to serial port adapter (adapter commerciallyavailable).

7) Press Start Upload; the display reminds the user to connectthe ATIV to the PC.

8) When Upload is complete, the upload Data screenwill display number of Data Sets uploaded.

Note: If communication is not established with the ATIVthe following error message is displayed.


41/90

33

The uploaded ATIV data sets are stored in a temporary file. To view, analyze,

trend or report on the ATIV data gathered and uploaded, they must be assigned

or (mapped*) to the equipment created in the Company Equipment Tree. The

Temporary file is the Import Pending TD. This data is accessed from the

Instrument Menu on the Menu Bar of the Main Screen.

Note: If data has been taken on equipment, which is not in the Equipment tree, the data will remain inthe temporary file until they are mapped.

*Mapping: Is the process that assigns Test Data to its equipment.

Mapping Uploaded/Imported Data

To access data placed in the Import Pending Temporary file select the Instrument Tab from the Menubar on the Main Screen. Highlight and left click on Import Pending TD. This opens the Import

Pending TD work screen. This displays the drop down the Mapping Screen.


42/90

34

The Mapping Screen

The Mapping Screen is one of the most important screens on

the TREND / EMCAT PRO 2005 program. The MappingScreen provides the means to attach the data collected in the

field with the equipment it gathered from.

Company Drop Down Box: Displays the Companies

available to assign the Test Data

The Valid Equipment Display Window: Displays the

Company/Equipment Tree.

The Name Plate Button: Displays the name plate and otherdata entered from the Equipment Setup Screen.

Sort by Test Date Checkbox: Checking this box sorts the

test data by the date the data was gathered, the date is displayed by year, month, day, time of day basedon a 24 hour clock. If the box remains unchecked the test data is sorted alphabetically by the Name

assigned to the data during data collection.

Example: 200508311650 Year: 2005 Month: 08 (August) Day: 31 Time: 1650

This data was taken August 31, 2005 at 4:50 in the afternoon

Pending Import Test Data Window: Displays any test data not previously assigned to equipment.

The test data is sorted alphabetically by the name assigned using the save function of the ATIV duringdata collection or by the date the data was collected.

MAP/UN-MAP Buttons: Assigns (Maps) the data stored in the Pending Import Temporary file to the

Permanent Equipment Data File.

Bottom Control Menu Bar: Saves mapped data or removes duplicate or unwanted data from the

Import Pending Temporary file.

1) From the company drop down box, select the CompanyTree that contains the equipment for the test data is to be

mapped.


43/90

35

2) From the Valid Equipment Display window, highlightand open the location that contains the equipment for the

test data to be mapped.

3) From the Valid Equipment Display window, select andhighlight the equipment for the test data to be mapped.

4) From the Import Pending Test data display screen, select and highlight the entire test data

associated with the equipment selected in the Valid Equipment Display Screen.

Note: Multiplesequential selections canbe made by using theshift key and the leftmouse button. Select thefirst entry of thesequence, using the leftmouse button. Using themouse, select the last testdata in the sequence.Hold down the shiftkey and press the leftmouse button.


44/90

36

To select non-sequential multiple entries, highlight and select the first test data to be mapped.Select any additional test data by pressing the left mouse button while holding down the ctrl key

for each test data selection.

When all of the test data to be mapped to the selected equipment is selected, press the MAP

button on the Mapping Screen. All of the test data highlighted will be mapped to the equipmentselected from the equipment tree.

Note: If additional unmapped test data, which have been giventhe same Name by the ATIV or been imported from anotherversion of TREND/EMCAT with the same Name, are in theImport File, the software asks the user if they wish to map this test

data as well. Select Yes or No.

The test points mapped to the selected equipment will be identified with the Company Name,Location, Sub-location, and equipment ID next to the Mapped test data. To map additional test data to different equipment, follow steps 3 through 6 . Test Data can be assigned to equipment in different

locations and/or Companies

After the entire test data has been has been mapped to equipment, press the Save Mapped button on

the bottom menu bar.

Caution: At this point, permanent test data is being assigned tothe mapped equipment.

Press Yes. The data is transferred from the temporary Pending file, to the permanent equipment

file. Note: If test data has been mapped to the wrong machine highlight the incorrect test data andpress unmap, this will remove the equipment assignment without affecting the data.

Mapped data, which has not been saved before the TREND / EMCAT PRO 2005 have beenproperly shut down, will remain mapped.


45/90

37

Deleting Unmapped Import Pending Test Data

Deleting test data from the Temporary Import Pending File permanently removes it from the computer.

Select and highlight the test data to be deleted f rom the test data display area.

Press the Delete button from the bottom menu bar.

A warning appears to verify the selected test data is to be deleted.

Press Yes. The test data will be permanently deleted from the Import Pending File.

If you press No, delete is canceled.

When Mapping is complete press the Close button from the bottom Menu bar.

Downloading Test Data (EMCAT PRO 2005)

During Predictive maintenance routes or during troubleshooting of equipment it may be necessary tocompare the currently taken test data to previous data taken on the equipment to help determine thecondition of the equipment. The download feature allows the EMCAT PR O 2005 user to downloaddata previously uploaded and stored in TREND / EMCAT PRO 2005. The download function can alsobe used to clear test data from the ATIV.

Note: The Download feature is not available for TREND 2005 Users.

Downloading Test data into the ATIV is

performed from the download screen.

The test data can be downloaded from any level

of the Company Tree.

To Download Data to ALL-TEST IV PRO 2000


46/90

38

Download to the Entire Company

1) Select Instrument from the Main Menu to open the download screen.

2) From the company dropdown box, select the company for the equipment test data to be

downloaded.

3) In the company tree highlight the company name.

4) Enter a date in the Oldest Date filter. Note: To prevent downloading all of the data from thecompany use the oldest date filter. The date filter uses the YYYYMMDD format. August 31, 2005would be 20050831. This filter blocks downloading any data to the download buffer before thatdate.

5) To prepare to download all of the data from the company tree, after the Oldest day filter press, thecopy button. This transfers all of the test data to the download buffer.

Caution: The ATIV only holds 500 sets of data. Do not download more data sets such that thecombination of new data, downloaded data, and previous data exceeds 500 sets.

6) Select the comm. port for communications. TREND/EMCAT PRO 2005 only recognizes comm.

ports 1, 2, 3, & 4. Check available comm. port s from Windows control panel.

7) Enter the number of data sets to be left in the instrument. Do not leave more sets than is currently inthe ATIV. (i.e. if the ATIV currently has 30 sets do not attempt to leave 31)

8) Press the download button from the bottom menu bar. The program will remind you to check thePC connection.


47/90

39

9) After PC Connection is verified press OK.

10) When download is complete press close to close download screen.

To Download Locations or Individual Equipment

1) Select and highlight the location or equipment to be downloaded.

2) Follow the steps 3 -10 for company download from above.


48/90

40

Instrument Backup/Restore

The Instrument Backup and Restore feature allows the Administrator/User to upload any test data on

the ATIV to a text f ile stored on the computers hard drive. This allows the user to save the test data andrestore it at a future date. This feature can restore the test data to an instrument that has been sent in for

calibration or sent to another company sight.

Backing Up ALL-TEST IV PRO 2000

To create a backup text file for an ATIV:

1) Open the Instrument Drop Down Display Menu from the Main Screen.

2) Select Backup Upload to display the Backup Upload Screen.

3) Connect The ATIV to the computer using the serial port or USB adaptor, and select PCCommunications on the ATIV.

4) Select the available comm. port from the drop down menu on the B ackup Upload Screen.

5) Press Start Upload. The EMCAT asks the user to verify the connection to the ATIV.


49/90

41

When Backup Upload is complete, EMCAT displays the number of test data sets uploaded onthe Backup Upload display screen.

Note: The backup data is stored on the C Drive Program File EMCATPRO2005 in the Instrument Backup f ile.

The

Backup files are labeled YYMMDD-TIME; of the backup.

7) When the Backup Upload is complete, press the Close button.

To restore previously back ed up data to the ALL-TEST IV PR O 2000

1) Open the Instrument Drop Down Display Menu from the Main Screen.

2) Select Backup Restore to display the B ackup Restore Screen.

3) Connect The ATIV to the computer using the serial port or USB adaptor, and select PCCommunications on the instrument.

Restoring Backup Data to the ALL-TEST IVPRO 2000


50/90

42

4) Select the available ComPort from the drop down menu on the Backup Restore Screen.

5) Press the Get File button, to select the data to be restored to the instrument.

Note: The backup data is stored on the in the Instrument Backup file, in the EMCATPRO2005 folder in

the Program Files on the C: drive.

6) Press Start Restore. The EMCAT asks the user to verify the connection to the ATIV.

7) After the connection to the ATIV has been verified press the OK button.

8) When Backup Restore is complete, EMCAT displays the number of test data sets restored onthe Backup Restore Upload display screen.

When the backup restore is complete, press the close button.


51/90

43

Rotor Testing (EMCAT PRO 2005)

The Rotor test screens provide the tools necessary for advanced rotor analysis for AC rotors.

AC Rotor Test

The AC rotor test provides a unique method of performing a complex analysis on squirrel cage rotorsto identify out of round rotors, broken rotor bars, casting voids and other rotor related issues. The rotortest feature allows the administrator/user of EMCAT PRO 2005 to enter data taken with the ATIV toprovide a graphical display of readings for visual interpretation and analysis. The unit provides thecommands to store the data, and provides a score of the rotors condition.

The procedures for performing the AC rotor test are detailed in the ATIV manual. Appendix 1 provides a reproducible form for the user to follow while performing the AC rotor test.

Using the manual measuring mode of the ATIV inductance measurements are made of all three phase

windings:

1) With the rotor shaft key positioned at the 12 o clock position, take inductance readings of allthree phase windings.

2) Record these values in the appropriate spaces on the AC Rotor Test form.

3) Rotate the shaft the specified number of degrees determined by the table below. A minimumof 24 shaft positions should be taken. However, on 4 pole motors or greater it is recommendedthat more positioned be taken. The more rotor positions taken, the more detail is available foranalysis.

Number ofPoles

Minimum # ofReadings

Degrees ShaftRotation

2 24 150

4 30 120

6 36 100

8 48 7.50

>10 72 50


52/90

44

4) Record the inductance readings of all three phases at the various rotor positions, until one complete

shaft rotation has been made. Caution: Extra care should be taken to ensure that the readings aretaken at precise intervals.

5) The recorded values are transferred to the spaces on the Rotor Test in the EMCAT PRO 2005.

ALL-TESTPRO Rotor Grading System

This proprietary rotor analysis system evaluates and scores on the degree of deviation from the median

test, reading in five levels and scores 0.5 points for each deviation and level of deviation. The softwareis designed to detect slight changes and may cause a few false positives (i.e.: faulty rotors), requiring

the user to confirm faulty results against sample test results.

AC Rotor Visual Analysis

For visual analysis, generally the graphical waveforms should be symmetrical and 1200 apart. Thenumber of waveforms displayed is dependent on the number of poles in the motor. There should be one

complete waveform per pole.

Large deviations in the wave forms indicate high resistance points in the copper rotor bars,

normally where the rotor connect to the end ring or shorting ring.

Similar deviations in each of the wave forms indicate broken rotor bars.

In small inexpensive aluminum rotors, similar deviations in each waveform indicate the rotorlaminations are not set properly.

Flat points on the sides of the waveforms indicate casting voids. This can be verified by a largeamount of balance weight on the rotor.

Deviations on the peak of the waveforms indicate broken rotor bars.

Eccentric rotors cause the waveforms to taper off or shift from high to low.

ALL-TEST PRO Rotor Grading System

Rotor Score Evaluation

5 and 15 Severe


53/90

45

For more in depth analysis compare the graphical display to the sample rotor test results shown inMotor Circuit Analysis: Theory, Application and Energy Analysis.

To access and use the Rotor Test feature of EMCAT PRO 2005:

1) Click on Test Data Entry from the menu bar of the MainScreen.

2) From the drop down menu highlight and select Rotor Test.

Caution: This order must be followed precisely or you will loseyour entered data and must start over.

3) This opens the Rotor Test Data screen.

4) From the company drop down box, select the company that contains the equipment that the

rotor test was performed on.

5) Press the Add button.

6) This date and time stamps the Rotor test data.

7) Enter the rotor test data in the available databoxes. Enter all of the data and do not leave blankspaces. To access additional boxes, press the leftpointing arrow. This moves the screen to the leftand displays as many data boxes as necessary.

8) When all Rotor Test data has been entered press the save button


54/90

46

9) To add additional rotor test data follow the step by step procedure. Save data after data entry iscomplete.

10) When all rotor test data has been entered and saved press the close button from the bottommenu bar.

To changeentered data

1) Select the equipment that the rotor test data is to be changed from the Rotor Test data screen.

2) Identify the location of the Rotor Test Data to be changed from the Rotor Test Data, DataBoxes. Example: Phase A, entry 9.

3) Change the rotor test data with the correct rotor test data.

4) Press the save button.

5) Press close button from the bottom menu bar.

Viewing Rotor Test Data

To

view the rotor waveforms:1) Select the Company from the drop down Company Box on the

Main Screen to display the company tree.

2) Select the Location from the Company Tree.

3) Select The Equipment From the Location.

4) Select the rotor test data from the equipment data list.

5) The Rotor Graphic Display displays the Impedance/Inductance

Waveform, the rotor score. It also provides a note pad for theAnalysts observations.


55/90

47

To close the rotor test

display, select the CompanyName. This will return the

screen to the Main Screen.

Changing Graphical Display Appearance

To provide increased analysis and reporting functions TREND/EMCAT PRO 2005 allows the

appearance of the graphical displays or charts (such as the Rotor Test Display, Z vs. L Graph, or the

Trend Chart) to be changed. The chart color scheme and most other properties can also be changed.

Chart titles and legends can be added for enhanced reporting.

Closest point identification allows the user easily determine the exact values of any point on the chart.

The Graphs can be printed directly or stored for inclusion into other equipment or maintenance reports.

The Graph scaling can also be changed to provide closer viewing of long term trends or discontinuities

in the rotor test or other displays using the zoom functions.

1) Select the Equipment to display from the Company Tree.

2) Display the Screen that has a graphic display (Trend, Z vs. L, or Rotor Test) .

3) Place the cursor anywhere on the Graphic display.


56/90

48

Closest Point Identification To determine the exact co-ordinates of any point on a graph place the arrow anywhere near the point of

interest and left click the mouse button. The

graphics draws a line from that point toboth axis allowing the user to easily

determine the values of that point.

Graphic Properties

Any of the Properties of the Graphic display can be easily changed by placing cursor over the graphicdisplay on the screen and right clicking screen. Select Properties from the pop up menu. This also

allows for printing the graph or storing it to file for inclusion into a report.

Select Properties and follow the prompts on the screen to:

1) Display a title, add a title or change fonts to the Graphical Plot.

2) Add labels to the axis, change fonts or colors to the graph.

3) Change orientation of the graphical display.


57/90

49

Storing or Printing Graphs

To add graphics to additional reports the TREND 2005/EMCAT PRO 2005 allows the user to either

store the individual graph to a file as a PNG file, or it can be sent directly to a printer. To print or storethe graphic displays, place the cursor over the graphic display to be printed or stored and right click the

mouse.

To save the Graphical Display

1) From the pop up menu select Save as.

2) Name the Graph and select the folder from the displayed list to save it graph.

To print the Graphical Display

1) From the pop up menu select Print.

2) From the Page Setup screen select either portrait or landscapeorientation. Note: the page setup screen is a generic screenand will default to the host computers printer control.

3) Depress OK this will display the print screen from the hostcomputer.

4) Select the printer and follow the directions for printing usingthe print screen on the host computer.

Expanding the Graphic Display

To increase the analysis capability of the Rotor Test Display or the Trend Graph, the graphic displaycan be easily expanded for a clearer viewing of the trends or discontinuities in the displays. These

zoom features can be accessed by:

1) Right clicking on mouse with the cursor over the graphical display and following the popup menu.

2) Left clicking on the mouse while dragging the cursor over the desired display range.

Drop Down Menu:

To zoom using the pop up menu option:

1) Position the cursor somewhere over the graphic display and right click the mousebutton.

2) From the pop up menu select Zoom In or Zoom Out.


58/90

50

Note:Zoom In Reduces the Axis Scaling by 50% Zoom Out Doubles the Axis Scaling Domain Axis is the Horizontal Axis Range Axis is the Vertical Axis

Auto Range Returns the scaling to optimal scale so that all points are displayed equally

To Zoom using the mouse:1) Position the cursor on the point of the graph that will represent the upper left boundary of

the zoomed display.2) Depress and hold the left or right mouse button.3) Move the mouse right and down to draw a box over the area to be displayed.

To Auto Range using Mouse:

1) From anywhere on a zoomed display position the cursor2) Depress and hold either button 3) Move the mouse to the left, the screen will return to the optimum display screen.


59/90

51

Equipment Data Analysis

One of the most important features of the TREND is its ability to automatically analyze the equipmentdata gathered by the ATIV.

The analysis features are accessed from the Main Screen as soon as the TREND / EMCAT PR O 2005 isopened. The left portion of the Main Screen controls access to the Analysis Screen.

Analysis Display Screen

The Analysis Display screen provides the displays and controls to automatically analyze and display

the Equipment Test Data collected by the ATIV. The Analysis Display Screen has three sections.

Section 1: Equipment Information Section

Section 2: Test Data Controls Section

Section 3: Data Display Section

Section 1

Section 2 Section3


60/90

52

Equipment Information Section

The equipment information section displays the information about the equipment being analyzed. The

ID, Name, Type, and Test Interval are entered from the Equipment Setup screen. Phases and HP/KWare entered from the ATIV.

Displaying Name Plate Data

The Name Plate button provides additional information about the equipment. This information isentered from the Equipment Setup Screen (See Equipment Information)

To display the Name Plate Information from the Main Menu:

1) 1) Select the Company name from thecompany Drop Down Box.

2) Select and open the Location of the

Equipment Name Plate Information to

display.

3) Select and open the Equipment by

highlighting the Equipment Name.

4) From the Analysis Screen press the

Name Button.

5) To close the Name Plate InformationScreen, press the close button on the

bottom of the Screen.

Multi-Technology (Adding Additional Test Data)

For Advanced analysis of equipment problems; it is always helpful to examine as much informationand history of the problem as available. The Additional Diagnostic Test data allows the user to enter

additional test data for advanced Multi-Technology analysis.

ADDITONAL TEST RESULTS include Vibration Analysis, Electrical Signature Analysis, InfraredAnalysis, Ultrasonic Analysis, High Potential Testing, and Polarization Index.


61/90

53

To access the Additional Diagnostic Test information screen:

1) Press Additional Test Data Button from the Main Screen

2) Select the Test data from the Test Data list in the upper right hand section of the Additional TestData Screen. Fill in the automatic analysis findings of TREND.

3) To indicate that a Diagnostic Test was performed, move the curser to the Performed? check boxes

located next to the analysis performed and check the box. If that analysis was performed, anadditional check is made if the analysis passed. Additional information can be entered in the dialog

box for a more detailed description of each test.

4) Press the Save B utton to save the additional diagnostic information. The date and time will berecorded in the select note dialog box.

5) To view the additional test data, select the data from the select note dialogbox .


62/90

54

Generating Work Orders

EMCAT PR O 2005 users have the additional capability of generating work orders based on the resultsof the collected test data, directly from the EMCAT PR O 2005 program.

To create /view/delete a work order from EMCAT PRO 2005, the analysis screen must be displayedand the equipment selected. Follow the procedure below to select the equipment to be analyzed.

From the Analysis Screen Equipment Information Section:

1) Press the Work Order Button.

2) This displays the Work Order selection screen. If the Work Order Selection Screen is blank ,there are no outstanding work orders on the selected equipment.

3) To add a work order to the selected equipment press the add button.

4) This will display the Add Work Order Screen.

5) In the Namedialog box fillin the name of

the person

assigned to

the workorder.

6) In the Instructions dialog box f ill in the work to beperformed.

7) Press Save to save the work order.

View/Delete an existing Work Order

1) Press the Work Order Button.

2) From the Work Order Selection Screen, highlight the person assigned tothe work order and press view. This will display the active work order.If the work order has been completed, check the completed box.

3) To delete a work order, highlight the work order to be deleted and press delete.


63/90

55

Analyzing Test Data

1) From the company drop-down box, select the Company for the test data to be analyzed. This

opens the company locations below in the Company Tree.

2) From the open company tree, highlight and select the Location that contains the equipment toanalyze.

3) From the open Location, highlight and select the equipment to be analyzed.

4) This displays the Test Data list in the box below the Company Tree.

5) Highlight and select Test Data from the Open Test Data List.

The test data list organizes the Test Data by date and time the data was taken, using the YYYYMMDDTTTT format. From the above display, 20050715-16:13 (B) corresponds to YYYY, Year= 2005; MM,Month =07 July; Date= 15; Time = 4:13 PM, (B) this data has been designated as the baselinemeasurement. This means the test data taken 15 July 2005 at 4:13 PM is the baseline data for equipmentPosition3, in the f ront ware house at the ALL-TEST P ro , LLC Company.

Company Tree

Test Data List


64/90

56

This loads the selected test data into the analysis screen and allows the TREND / EMCAT PRO 2005 to perform analysis on the selected test data.

The automatic analysis is performed by proprietary algorithms developed fromover 20 years of testing coils and windings.

More In-depth analysis details are provided in the MCA: Theory,

Applications and Energy Analysis, the ALL-TEST Pro, LLC Motor

Diagnostics Training Guide or the ATIV operating manual.

Basic MCA Principles

On Three-Phase AC Motor Analysis, the analysis determines the unbalance of the readings between

the phases. On good operating motors all of the readings should be balanced.

Resistance Unbalance: Indicates loose connectors, cold solder joints, or high resistanceconnections.

Inductance and Impedance Unbalances: Some unbalance in Inductance and Impedance is

expected with the rotor installed in the motor, depending on the winding and rotor bar ratio. Ifthese unbalances are detected, additional reading should be taken with the shaft rotated 900.

If the unbalance follows the rotor position change, this verifies the unbalance is mostlikely due to the rotor position.

If the unbalance remains in the same relationship, the fault is most likely in the stator

windings.

If the graphed Impedance and Inductance don t follow similar patterns this indicates

overheated or contaminated windings.


65/90

57

I /F Current Frequency Response is a patented procedure that, when combined with the phase angle,helps identify turn to turn, coil to coil, or phase to phase shorts. Both I /F and Phase should be balancedwith in 2 units.

On single phase and DC windings, automatic analysis is not as straight forward since similar windings

are not readily available. For Analysis of DC windings and single phase motors or transformers it isnecessary determine a baseline set of readings for that particular coil or trend the data (see Trend Analysis below)

Automatic Analysis

To interpret the analysis the data charts are color coded. The program uses proprietary algorithms tocalculate the percentage difference between phases for the different measurements and compares the

calculated differences to predetermined limits to evaluate the condition of the equipment. If the

differences vary by a pre-determined value, an alert or alarm warning are issued.

Green: Data differences color coded in green indicate good windings and no further action is

required.

Yellow: Data differences color coded in Yellow indicate a warning condition exists and the

equipment should be watched closely, possibly reducing the inspection interval.

Red: Data differences color coded in Red indicate the measurement values have exceeded pre-

determined limits that indicate a severe condition occurs and action is required immediately.

The findings dialog box provides a verbal interpretation of the data and provides recommendationsbased on the evaluation of the data.

For the most complete evaluation of the equipment it is recommended that the data be taken from themotor control center. This allows at ATIV, to measure the condition of the complete equipment

system, including the controller and associated cabling. If a fault is found from the data it is

recommended to retake the data directly at the equipment to separate cabling faults from equipmentfaults.


66/90

58

Analysis Display Screen

If the automatic analysis identifies an impedance or inductance unbalance, the user should examine the

graphical display to verify the patterns are similar.( i.e. if the Inductance graph goes from medium ,to high, to low; as in the above display, then the Impedance graph should follow. The first reading should

be the medium reading the second should be the highest and the third should be the lowest.

If both readings follow similar patterns and an unbalance still exists, the user should retake the data

after turning the shaft 900 from its position when the readings were originally taken. It is good practice

to take the off line data with the shaft key positioned to the 12 o clock position.

The notes section allows the analyst to add additional comments supplement the automatic analysis.


67/90

59

Trend Analysis

In single phase equipment, DC equipment and even three phase equipment long term trend dataprovide powerful insight to the condition of the equipment. Comparing measurement changes over

time and in relation to one another also is important to the long term determination of the equipment s

condition.

To perform trend analysis and display the trends of the measurements, place a check in the trendanalysis check box above the Company Tree.

The Trend Graph:

Plots the change of equipment measurements from the baseline to the newer data

Develops trend plots and calculates trend patterns to compare against pre-determined levels

and limits

Displays the trend plots over time

Provides color coded display of the Trend Condition with easy to identify warning lights on thecheck box display

Allows the user to easily add or delete data to the Trend display graph using the trend checkboxes

The Notes section allows the user to enter additional comments or notes to the trend plots.


68/90

60

The trend screen also allows the user to change the baseline data set. This is very useful while

performing trend analysis as the trend alarms are based on deviations from the measured data to

baseline.

Baseline Data

The TREND 2005 / EMCAT PR O 2005 use the data set that has been designated baseline as the basisfor trend analysis. The baseline designation defaults to the oldest data in the database, but can be

changed from either the on Analysis screens. Only data that is newer than the baseline is included inthe trend alarms calculations.

Administrators can also remove Test data from the data list from the Trend screen.

To remove Test Data select and highlight the Test Data to be deleted from the Test Data list and press the Delete Test Data button.

TREND/EMCAT PRO 2005 REPORTS

The TREND /EMCAT PRO 2005 report features allow the user to create reports from data stored in theTREND/EMAT PR O 2005 system. Any of the reports can be created for viewing, storing

electronically or sent to a printed for hard copy. Each report can be printed on Standard Letter sizepaper (81/2 X 11 inches) or the metric standard A4

paper. If the correct report paper is not selected, do so

before printing.

The reports can also be saved electronically in any ofthe various different formats selected from the drop

down menu.

Cust

08 Trend 2005 Emcat Pro 2005 User Manual

Documents