MFG-INDU16-07 · Lesson 3 · 15 clock hours · theory
Vibration Analysis Fundamentals: Units, Waveform, and Spectrum
Objective. Students will define displacement, velocity, and acceleration in vibration measurement, convert between units using provided formulas, and describe what a time-waveform and an FFT frequency spectrum each reveal about a fault.
⚠ Pending professional review
This lesson, its worked examples and its practice questions has not yet been verified by a licensed engineer or certified journey-level tradesperson or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.
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What Vibration Analysis Tells You
Every rotating machine vibrates. A perfectly balanced, properly aligned machine vibrates very little. A machine with a developing fault vibrates more, and — critically — it vibrates at predictable frequencies that point directly to the cause. Vibration analysis is the practice of measuring, recording, and interpreting those vibrations before a fault becomes a failure. In industrial and marine settings, catching a bad bearing or an unbalanced impeller early means planned maintenance instead of an unplanned shutdown.
The Three Measurement Parameters
Vibration can be described three ways, and each one is useful for a different part of the frequency range.
Displacement is the peak-to-peak distance the machine surface actually moves. It is measured in mils (thousandths of an inch) in US customary units or micrometers (µm) in SI. Displacement is most sensitive to low-frequency motion and is used when the concern is shaft orbit or overall movement — for example, slow-speed equipment such as large paper-machine rolls.
Velocity is the rate of change of displacement — how fast the surface is moving back and forth. Units are inches per second peak (in/s pk) or millimeters per second RMS (mm/s RMS). ISO 10816 / ISO 20816 vibration severity guidelines express limits in velocity (mm/s RMS), which makes velocity the most widely used parameter for general machinery health screening across the mid-frequency range.
Acceleration is the rate of change of velocity. Units are g (where 1 g = 9.81 m/s²) or in/s². Acceleration emphasizes high-frequency events. Rolling-element bearing defects and gear-mesh problems produce brief, high-frequency impulses; acceleration — especially processed into spike energy or enveloped acceleration — detects these impulses earliest.
The three parameters are mathematically related. For a pure sinusoidal vibration at frequency f (Hz):
- Velocity = 2π × f × Displacement
- Acceleration = 2π × f × Velocity = (2π × f)² × Displacement
Because frequency multiplies displacement to give velocity, and multiplies again to give acceleration, high frequencies favor acceleration measurements while low frequencies favor displacement.
The Time Waveform
A time waveform is a plot of vibration amplitude (y-axis) against time (x-axis). Think of it as the raw signal the sensor sees, scrolling across the screen. The time waveform reveals:
- Periodicity — repeating patterns whose period (seconds per cycle) identifies the source frequency
- Impulsiveness — sharp spikes separated by regular intervals, a classic sign of a rolling-element bearing defect or a cracked gear tooth
- Waveform shape — a clean sine wave suggests simple unbalance; a clipped or distorted wave suggests looseness or rub
Always examine the time waveform first. It shows you what the signal actually looks like and can reveal truncation, noise, or measurement problems that the spectrum might hide.
The FFT Frequency Spectrum
The Fast Fourier Transform (FFT) spectrum — often called simply the spectrum — mathematically decomposes the time waveform into its individual frequency components. The x-axis is frequency (Hz or orders of running speed); the y-axis is amplitude at each frequency. Each peak is a separate vibration source.
Key fault signatures in the spectrum:
| Fault | Dominant spectral peak(s) |
|---|---|
| Mass unbalance | 1× RPM (running speed) |
| Angular misalignment | 1× and 2× RPM; axial component elevated |
| Parallel misalignment | 2× RPM dominant |
| Mechanical looseness | Multiple harmonics of 1× (½× sub-harmonics possible) |
| Rolling-element bearing defect | BPFO or BPFI and their harmonics, often in sidebands |
The spectrum does not replace the waveform — together, they give a complete picture.
Bearing Fault Frequencies
Rolling-element bearings produce defect frequencies that depend on bearing geometry and shaft speed. Two of the most important are:
- BPFO (Ball Pass Frequency, Outer race) — rate at which rolling elements strike a defect on the outer race
- BPFI (Ball Pass Frequency, Inner race) — rate at which rolling elements strike a defect on the inner race
Formulas (with shaft speed in revolutions per second, n = number of rolling elements, Bd = ball diameter, Pd = pitch diameter, θ = contact angle):
> BPFO = (n/2) × shaft_rps × (1 − (Bd/Pd) × cos θ)
>
> BPFI = (n/2) × shaft_rps × (1 + (Bd/Pd) × cos θ)
Worksheets will supply all geometry values. The result is in Hz.
ISO 10816 / ISO 20816 Severity
ISO 10816 (and its successor ISO 20816) categorize machinery into groups by power and mounting, then assign velocity severity zones from Zone A (new machine, acceptable) through Zone D (dangerous, shut down). Always compare your measured velocity RMS value against the correct machine group — a large marine pump and a small bench grinder fall in different categories.
Safety Points
- Do not remove guards to place a sensor. Use a magnetic base on an accessible flat surface or a permanently mounted stud location.
- When working near rotating equipment, keep clothing, cables, and hair clear of shafts and couplings.
- Before connecting the analyzer to any machine, verify that lockout/tagout (LOTO) requirements do not apply — vibration analysis is performed on running equipment, but you must confirm the machine is in a controlled, normal operating state and that no LOTO is in effect by another trade.
- Wear safety glasses and hearing protection as required by the site's PPE program.
- On marine vessels, be aware of deck motion and secure your analyzer and cables so they cannot fall into machinery.
Key terms9
DisplacementThe peak-to-peak distance a vibrating surface moves; measured in mils or micrometers; most sensitive at low frequencies.
VelocityThe rate of change of displacement during vibration; measured in in/s peak or mm/s RMS; the standard parameter for general machinery severity screening per ISO 10816/20816.
AccelerationThe rate of change of velocity during vibration; measured in g or in/s²; most sensitive to high-frequency events such as rolling-element bearing impulses.
Time WaveformA plot of vibration amplitude versus time that shows the raw signal, revealing impulsiveness, periodicity, and waveform shape.
FFT SpectrumA plot produced by the Fast Fourier Transform that shows vibration amplitude at each frequency, allowing individual fault sources to be identified by their characteristic frequency peaks.
BPFO (Ball Pass Frequency, Outer Race)The calculated frequency at which rolling elements contact a defect on a bearing's outer race; depends on shaft speed and bearing geometry.
BPFI (Ball Pass Frequency, Inner Race)The calculated frequency at which rolling elements contact a defect on a bearing's inner race; depends on shaft speed and bearing geometry.
1× RPM (Fundamental Running Speed)The spectral peak occurring at the shaft's rotation frequency; the dominant indicator of mass unbalance.
ISO 10816 / ISO 20816International standards that define vibration severity zones (A through D) based on measured velocity RMS, used to judge whether a machine's vibration level is acceptable or dangerous.
Worked examples4
1. A motor runs at 1,800 RPM. Convert to Hz (revolutions per second) and identify the expected spectral peak frequency for a mass-unbalance fault.
- Convert RPM to Hz: shaft_rps = RPM ÷ 60 = 1,800 ÷ 60 = 30 Hz.
- Mass unbalance produces a dominant peak at 1× running speed.
- 1× running speed = 30 Hz.
Answer: The unbalance peak appears at 30 Hz in the FFT spectrum.
2. Calculate BPFO for a bearing with the following data: shaft speed = 1,800 RPM, number of rolling elements (n) = 8, ball diameter (Bd) = 0.5 in, pitch diameter (Pd) = 2.0 in, contact angle (θ) = 0° (cos 0° = 1).
- Convert shaft speed to rps: 1,800 ÷ 60 = 30 rps.
- Calculate the ratio Bd/Pd: 0.5 ÷ 2.0 = 0.25.
- Apply the BPFO formula: BPFO = (n/2) × shaft_rps × (1 − (Bd/Pd) × cos θ) = (8/2) × 30 × (1 − 0.25 × 1).
- Simplify: 4 × 30 × 0.75 = 90 Hz.
Answer: BPFO = 90 Hz. A defect on the outer race will produce a spectral peak (and harmonics) at 90 Hz.
3. Using the same bearing as above, calculate BPFI.
- shaft_rps = 30 rps, n = 8, Bd/Pd = 0.25, cos 0° = 1 (same as before).
- Apply the BPFI formula: BPFI = (n/2) × shaft_rps × (1 + (Bd/Pd) × cos θ) = (8/2) × 30 × (1 + 0.25 × 1).
- Simplify: 4 × 30 × 1.25 = 150 Hz.
Answer: BPFI = 150 Hz. A defect on the inner race will produce a spectral peak at 150 Hz, often with sidebands spaced at 1× running speed (30 Hz).
4. A technician measures a machine vibration of 0.15 in/s peak. The analyzer display shows peak values. ISO 10816 uses RMS velocity. Convert peak to RMS assuming a sinusoidal signal.
- For a sine wave, RMS = peak ÷ √2 = peak × 0.707.
- RMS = 0.15 × 0.707 = 0.106 in/s RMS.
- Convert to mm/s for ISO comparison: 0.106 in/s × 25.4 mm/in ≈ 2.69 mm/s RMS.
Answer: Approximately 2.69 mm/s RMS. The technician compares this value to the ISO 10816/20816 severity chart for the correct machine group to determine the zone.
The math in this lesson2
Learners evaluate BPFO and BPFI formulas from ball count, diameters and shaft speed.
A-SSE.1N-Q.1
In class: Instructor demonstrates a portable vibration analyzer on a bearing trainer (a motorized shaft with selectable defects); students observe the time-waveform and FFT spectrum on the analyzer screen, sketch what they see, and label frequency peaks associated with unbalance (1× RPM) and misalignment (2× RPM). · Math practice worksheet: students calculate the fault frequencies for ball-pass outer-race (BPFO) and ball-pass inner-race (BPFI) using supplied bearing geometry data and rotation speed; answers checked in pairs before instructor review. · Students use a desktop vibration-simulation software (or provided screen-capture sets) to identify three fault signatures — unbalance, looseness, and a rolling-element bearing defect — by examining spectrum plots and writing a one-sentence diagnosis for each.
Materials: Portable vibration data collector and analyzer (route-based type); motorized bearing-defect trainer; graph paper; fault-frequency calculation worksheet; vibration-simulation software or printed spectrum sets; ISO 10816 / ISO 20816 vibration severity chart
Check: Students correctly identify all three fault signatures on a set of five printed spectra (including two distractors); pass mark 80% (4 of 5 correct diagnoses).
Practice check8
Answer each question, then check it. Nothing is recorded; this is your own practice.
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