Emerson CSI 2140 User manual

User Guide
MHM-97432, Rev 7
March 2016
CSI 2140 Machinery Health™ Analyzer
User Guide

Copyright
© 2016 by Emerson Process Management. All rights reserved.
No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any
language in any form by any means without the written permission of Emerson.
Disclaimer
This manual is provided for informational purposes. EMERSON PROCESS MANAGEMENT MAKES NO WARRANTY OF ANY KIND WITH
REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS
FOR A PARTICULAR PURPOSE. Emerson Process Management shall not be liable for errors, omissions, or inconsistencies that may be
contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this material.
Information in this document is subject to change without notice and does not represent a commitment on the part of Emerson
Process Management. The information in this manual is not all-inclusive and cannot cover all unique situations.
Trademarks and Servicemarks
See http://www2.emersonprocess.com/siteadmincenter/PM Central Web Documents/marks.pdf
All other marks are property of their respective owners.
Patents
The product(s) described in this manual are covered under existing and pending patents.

Contents
Chapter 1 CSI 2140 Machinery Health Analyzer .................................................................................1
1.1 CSI 2140 Machinery Health Analyzer overview ............................................................................... 1
1.2 User Guide overview .......................................................................................................................1
1.3 Documentation conventions ......................................................................................................... 1
1.4 Precautions and general maintenance ............................................................................................2
1.5 Technical Support and Customer Service ....................................................................................... 3
Chapter 2 Introduction to the analyzer .............................................................................................5
2.1 Standard equipment ...................................................................................................................... 5
2.2 Front view ...................................................................................................................................... 7
2.3 Top view .........................................................................................................................................8
2.4 Turn on the analyzer for the first time .............................................................................................8
2.5 Use the stand ................................................................................................................................. 9
2.6 Attach the shoulder strap ............................................................................................................... 9
2.7 Battery pack ................................................................................................................................. 10
2.8 External CSI 2140 Battery Charger ................................................................................................16
2.9 Turn the analyzer on or off ............................................................................................................19
2.10 Home screen ................................................................................................................................20
2.11 Backlight ...................................................................................................................................... 22
2.12 Touchscreen ................................................................................................................................ 23
2.13 Menu navigation ......................................................................................................................... 27
2.14 Settings ........................................................................................................................................28
2.15 Memory card ................................................................................................................................32
2.16 Bluetooth .....................................................................................................................................33
2.17 Utilities .........................................................................................................................................36
2.18 Clean the analyzer ........................................................................................................................40
2.19 CSI 2140 Four-Channel Input Adapter .......................................................................................... 40
2.20 Multiple inputs ............................................................................................................................. 41
2.21 CSI 2140 for use in hazardous locations ........................................................................................42
Chapter 3 Transfer files with CSI 2140 .............................................................................................45
3.1 AMS Machinery Manager Data Transfer ........................................................................................45
3.2 AMS Machinery Manager Standalone Data Transfer application ................................................... 45
3.3 Communication setup ..................................................................................................................46
3.4 Routes and jobs ............................................................................................................................58
3.5 Analyzer firmware and programs ..................................................................................................64
3.6 Screen captures ............................................................................................................................67
3.7 Splash screens ..............................................................................................................................68
3.8 Printing ........................................................................................................................................ 69
Chapter 4 Route ............................................................................................................................ 71
4.1 Route overview ............................................................................................................................ 71
4.2 Manage routes ............................................................................................................................. 74
4.3 Set data collection and display parameters ...................................................................................78
4.4 Tachometers ................................................................................................................................84
4.5 Multiple inputs and measurements .............................................................................................. 86
4.6 Collect route data ........................................................................................................................87
4.7 Notes ...........................................................................................................................................91
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4.8 Plot route data ............................................................................................................................. 93
4.9 Run Analyze to collect data for a route measurement point ..........................................................93
4.10 View the route measurement point setup and history .................................................................. 94
4.11 Route reports ............................................................................................................................... 96
Chapter 5 Plots ...............................................................................................................................99
5.1 View a full screen version of the plot ............................................................................................99
5.2 Select an active plot ................................................................................................................... 100
5.3 Switch the plot type ................................................................................................................... 100
5.4 Add or remove a cursor from a plot ............................................................................................ 100
5.5 Change the cursor type .............................................................................................................. 101
5.6 Change the scale of the x and y axis ............................................................................................102
5.7 Expand or compress the X axis ....................................................................................................102
5.8 View the highest frequency peaks on the spectrum plot ............................................................ 102
5.9 Set RPM ......................................................................................................................................103
5.10 View fault frequencies on a plot ................................................................................................. 103
Chapter 6 Analyze and Advanced Analyze .....................................................................................105
6.1 Analyze overview ....................................................................................................................... 105
6.2 Manage jobs ...............................................................................................................................109
6.3 Set display parameters ............................................................................................................... 112
6.4 Multi-input measurements .........................................................................................................113
6.5 Sensors and inputs ..................................................................................................................... 113
6.6 Tachometers ..............................................................................................................................116
6.7 Common data collection parameters ......................................................................................... 118
6.8 Collecting data using an Analysis Expert ..................................................................................... 124
6.9 Collect data using Manual Analyze ............................................................................................. 137
6.10 Listen to live vibration data in Analyze ........................................................................................ 156
6.11 Redo a measurement in Analyze ................................................................................................ 158
6.12 Store data to a route or an Analyze job ....................................................................................... 158
6.13 Review previously collected data in Analyze ............................................................................... 158
6.14 Print an Analyze plot to AMS Machinery Manager .......................................................................159
6.15 Print an Analyze plot to a memory card ...................................................................................... 159
6.16 Reset Analyze defaults ............................................................................................................... 160
Chapter 7 Advanced Laser Alignment ........................................................................................... 161
7.1 Basic and Advanced Laser Alignment Application overview ........................................................ 161
7.2 Set up the laser and sensor .........................................................................................................171
7.3 Manage jobs ...............................................................................................................................182
7.4 Set the job parameters ...............................................................................................................187
7.5 Horizontal alignment ................................................................................................................. 199
7.6 Vertical alignment ......................................................................................................................230
7.7 Straightness measurements .......................................................................................................241
7.8 Plots ...........................................................................................................................................246
7.9 Transfer alignment jobs ..............................................................................................................251
Chapter 8 Advanced Transient ......................................................................................................257
8.1 Advanced Transient overview .....................................................................................................257
8.2 Manage jobs ...............................................................................................................................261
8.3 Sensors and inputs ..................................................................................................................... 263
8.4 Tachometers ..............................................................................................................................265
8.5 Select a section of the full transient waveform ...........................................................................267
8.6 Set the number and type of plots to display in Advanced Transient ............................................ 269
8.7 Set data collection parameters ...................................................................................................270
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8.8 Collect transient data ................................................................................................................. 272
8.9 Plot data in Advanced Transient ................................................................................................. 273
Chapter 9 ODS/Modal ...................................................................................................................275
9.1 ODS/Modal overview .................................................................................................................275
9.2 Manage jobs ...............................................................................................................................279
9.3 Sensors and inputs ..................................................................................................................... 282
9.4 Tachometers ..............................................................................................................................284
9.5 Set up the plots .......................................................................................................................... 286
9.6 Set up the job .............................................................................................................................287
9.7 Collect ODS/Modal data .............................................................................................................292
9.8 Display the data for a ODS/Modal measurement point ...............................................................294
9.9 Print an ODS/Modal plot to AMS Machinery Manager .................................................................295
9.10 Print an ODS/Modal plot to a memory card ................................................................................ 295
Chapter 10 Balance ........................................................................................................................ 297
10.1 Balance overview ....................................................................................................................... 297
10.2 Manage jobs ...............................................................................................................................302
10.3 Job Setup ....................................................................................................................................305
10.4 Sensor Setup .............................................................................................................................. 312
10.5 Measurement Plane Setup .........................................................................................................316
10.6 Weight Plane Setup ....................................................................................................................319
10.7 Acquire Data .............................................................................................................................. 322
10.8 Balance correction ..................................................................................................................... 332
10.9 Trim run ..................................................................................................................................... 334
10.10 One-run balance job ...................................................................................................................338
10.11 Notes ......................................................................................................................................... 339
10.12 Balance summary reports ...........................................................................................................340
10.13 Review Balance data ...................................................................................................................343
10.14 Manually enter data for a Balance job ......................................................................................... 344
10.15 Calculator Mode .........................................................................................................................344
10.16 Tips and additional information ..................................................................................................355
10.17 Balance accessories ....................................................................................................................360
Appendices and reference
Appendix A Technical specifications ................................................................................................371
A.1 Hardware specifications ............................................................................................................. 371
A.2 Measurement specifications .......................................................................................................372
A.3 Input specifications .................................................................................................................... 373
A.4 Connecting to a computer ......................................................................................................... 375
A.5 Waste Electrical and Electronic Equipment .................................................................................375
A.6 FCC ............................................................................................................................................ 375
A.7 Industry Canada ......................................................................................................................... 376
Appendix B View and control your CSI 2140 from a PC .....................................................................377
B.1 CSI 2140 Remote Display Viewer ................................................................................................377
B.2 Load the CSI 2140 Remote Display Viewer onto your CSI 2140 ...................................................378
B.3 View and control the CSI 2140 from your PC .............................................................................. 379
B.4 Transfer files while using the CSI 2140 Remote Display Viewer ...................................................381
B.5 View the version number of the CSI 2140 Remote Display Viewer .............................................. 382
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Appendix C Add channels to your CSI 2140 ......................................................................................383
Glossary ........................................................................................................................................... 385
Index ................................................................................................................................................391
Contents
iv MHM-97432 Rev 7

1 CSI 2140 Machinery Health Analyzer
Topics covered in this chapter:
•CSI 2140 Machinery Health Analyzer overview
•User Guide overview
•Documentation conventions
•Precautions and general maintenance
•Technical Support and Customer Service
1.1 CSI 2140 Machinery Health Analyzer overview
The CSI 2140 Machinery Health Analyzer is a portable vibration analyzer that lets you
quickly and easily collect data from rotating equipment in process plants, do an on-site
analysis of the machine, and export results to the AMS Suite: Machinery Health Manager
software for storage and further analysis. You can also collect data using PeakVue™
technology. The analyzer supports up to four-channels to make collecting data faster and
more efficient.
You can add additional programs to the analyzer to further expand your analysis and
troubleshooting capabilities. Add the Advanced Analyze, Balance, Advanced Laser Alignment,
ODS/Modal, and Advanced Transient programs at any time.
1.2 User Guide overview
The CSI 2140 Machinery Health Analyzer User Guide is written for Vibration Analysts,
Reliability Data Collection Technicians, and Reliability Engineers who monitor rotating
machines in a process plant environment.
The User Guide describes how to set up the analyzer, take route and job-based
measurements, review the data, and transfer the data to AMS Machinery Manager for
storage and analysis. The User Guide is written for the single-channel, dual-channel, and
four-channel versions of the CSI 2140. Any differences are noted.
1.3 Documentation conventions
The following conventions are used throughout:
Note
A note paragraph contains special comments or instructions.
CSI 2140 Machinery Health Analyzer
MHM-97432 Rev 7 1

CAUTION!
A caution paragraph alerts you to actions that can have a major impact on the equipment or
stored data.
WARNING!
A warning paragraph alerts you to actions that can have extremely serious consequences for
equipment and/or personnel.
1.4 Precautions and general maintenance
Any maintenance, repair, or replacement of components not listed below must be
performed by specially trained personnel at Emerson authorized service centers. Any
damage to the product caused by misuse, abuse, neglect, carelessness or modifications
performed by anyone other than Emerson may void the warranty.
Following the precautions listed below, you can perform common maintenance
procedures on the CSI 2140 and its accessories.
WARNING!
•An electrostatic discharge is possible when you clean the equipment exterior. When
cleaning the equipment exterior, do not use any abrasive or corrosive chemicals or
materials. Do not use petroleum distillates and ketone solvents, for example, acetone,
gasoline and kerosene. Use a dry, lint-free towel or cloth dampened with a mild soap
and water solution. Clean the analyzer only in a non-hazardous area.
•Charge, remove, and replace the battery pack only in a non-hazardous area.
•Use only Emerson's battery packs with the CSI 2140. The analyzer will not function if a
non-Emerson battery pack is used. Lithium-Ion batteries have very specific charging
requirements. Emerson-supplied power supplies and chargers are designed to work
with Emerson's Lithium-Ion battery pack. Using battery packs other than Emerson's
approved battery packs could not only void the warranty, but could also be hazardous.
Precautions
•To prevent permanent damage to the touchscreen on the CSI 2140, never use sharp
objects or excessive pressure with your fingers or stylus. Lightly tap the screen.
•Use only Emerson's power supplies and chargers approved for use with the CSI 2140
and Emerson's battery packs. Using any power supplies and chargers other than
Emerson's approved power supplies and battery packs could not only void the
warranty, but will also most likely damage the analyzer or the battery pack.
•Do not change or remove the battery pack in the CSI 2140 with the power supply
connected to the analyzer. The CSI 2140 or battery pack may be damaged.
•Do not use Emerson's battery packs, power supplies, and chargers with any product
other than their corresponding Emerson product.
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•When charging the CSI 2140 with the battery pack or the battery pack by itself,
ensure the ambient temperature where charging is occurring is 50° F to 95° F (10° C
to 35° C).
•When operating the CSI 2140 with the battery pack, ensure the ambient
temperature where the analyzer is being used is -4° F to 122° F ( -20° C to 50° C).
Prevent battery degradation
When storing the CSI 2140 with the battery pack or storing the battery pack by itself for a
prolonged period of time:
•Ensure the ambient temperature where the battery pack is located is -4° F to 95° F
( -20° C to 35° C). Due to the chemical composition of Lithium-Ion battery
technology, over time there will be some degradation that results in a reduced
charge capacity and performance. This degradation is unavoidable and irreversible.
Prolonged storage at temperatures outside this range, especially temperatures
above the high end, speeds up the degradation process.
•Disconnect the power supply from the CSI 2140 or the battery pack.
•When storing for 1-3 months, Emerson recommends removing the battery pack
from the CSI 2140.
•When storing the battery for longer than 3 months, contact Technical Support to
learn how to enter storage mode. Storage mode protects the battery during long
term storage. In storage mode, the analyzer and battery are non-functional. The
analyzer does not power on and the battery LEDs do not operate. Connect the
charger to the unit to reactivate the battery.
Note
If you do not enter storage mode, ensure the battery capacity is approximately 40 percent
and periodically recharge the battery pack (to approximately 40 percent charge capacity)
during storage to ensure the battery does not drain to low levels.
Prevent damage
To prevent damage to the analyzer:
•Do not connect a signal larger than 0 to 24 volts into the Accel input of the CSI 2140.
•Do not connect a signal larger than +/- 24 volts into the Volts / Tach input of the CSI
2140.
1.5 Technical Support and Customer Service
When you contact Technical Support, be ready with a screen capture of the error message
and details such as when and how the error occurred.
Hardware Technical Help
Have the number of the current version of your firmware ready when you call. To view the
firmware version of the CSI 2140, select Home > ALT > F1 Version.
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Software Technical Help
Provide the software version numbers of both your Microsoft® Windows operating system
and AMS Suite: Machinery Health Manager, and your AMS Machinery Manager serial
number. To find AMS Machinery Manager version and serial numbers, select Help > About.
Be at your computer when you call. We can serve you better when we can work through
the problem together.
Software Technical Support
Emerson provides technical support through the following for those with an active support
agreement:
•Telephone assistance and communication via the Internet.
•Mass updates that are released during that time.
•Interim updates upon request. Please contact Emerson Technical Support for more
information.
Customer Service
Contact Customer Service for all non-technical issues, such as ordering replacement parts.
Contact us
For Emerson Technical Support and Customer Service Toll Free numbers, email addresses,
and hours of operation, please visit
http://www2.emersonprocess.com/en-US/brands/sureservice/Pages/TechnicalSupport.aspx
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2 Introduction to the analyzer
Topics covered in this chapter:
•Standard equipment
•Front view
•Top view
•Turn on the analyzer for the first time
•Use the stand
•Attach the shoulder strap
•Battery pack
•External CSI 2140 Battery Charger
•Turn the analyzer on or off
•Home screen
•Backlight
•Touchscreen
•Menu navigation
•Settings
•Memory card
•Bluetooth
•Utilities
•Clean the analyzer
•CSI 2140 Four-Channel Input Adapter
•Multiple inputs
•CSI 2140 for use in hazardous locations
2.1 Standard equipment
Unpack the analyzer and compare the contents of the package to the list below. If you find
a discrepancy, contact your local sales representative immediately.
•Firmware media
•Micro USB cable to connect to AMS Machinery Manager
•Power supply to charge the battery pack
•Screen protector
•Shoulder strap
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MHM-97432 Rev 7 5

Note
The CSI 2140 does not support cables with 25-pin connectors or cables that connect to the Volts/
Tach input from previous CSI vibration analyzers.
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2.2 Front view
CSI 2140 front panelFigure 2-1:
A. Home key - Return to the Home screen from any program.
B. Reset key - Return to the main menu in a program.
C. Function keys - Display menu options.
D. Enter key - Select a menu or option.
E. Keypad backlight key - Turn on the backlight under the keys. (1)
F. LCD backlight key - Set the backlight for the LCD touchscreen.
G. Help key - Display Help text for a key.
H. Power key -Turn the analyzer on or off, or put the analyzer in standby.
I. Battery LED - Green light if the battery pack is charged; amber when charging.
J. Status LED - Blue light flashes each time you press a key or option, blinks in power save mode, and
remains solid in standby mode.
K. Arrow keys - Move through menus.
L. ALT key - Display an alternate screen, if available.
M. Back key - Back up to the main menu in a program.
(1) To comply with relevant safety certifications, the CSI 2140 labeled "ATEX/IECEx Zone 2" does not have a keypad backlight.
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2.3 Top view
ConnectorsFigure 2-2:
A. Power supply connector.
B. Ethernet port.
C. Micro USB port.
D. Wireless LED.
E. Bluetooth® LED.
CAUTION!
To prevent damage to the analyzer:
•Do not connect a signal outside the range of 0 to 24 volts into the Accel input of the CSI
2140.
•Do not connect a signal outside the range of +/- 24 volts into the Volts / Tach input of the
CSI 2140.
2.4 Turn on the analyzer for the first time
You need to activate the battery pack before you can turn on the analyzer for the first time.
The battery pack is shipped in storage mode to protect the battery charge. Connect the
provided power supply cord into an outlet and to the analyzer to activate the battery pack.
Procedure
1. Connect the provided power supply cord into an outlet and to the analyzer.
Note
Refer to precautions for the battery pack and power adapter.
The Battery LED is amber to indicate the battery pack is charging. The analyzer is
activated.
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2. Press and hold the power key to turn the analyzer on.
The Home screen appears when you turn on the analyzer. The time and date are set
to a default value.
3. To set the time and date, press Home > ALT > F3 Set Time.
2.5 Use the stand
1. To put the stand in the upright position, grab the stand and pull up until the stand
locks.
2. To release the stand, place the analyzer face down, grab the base of the stand, and
gently pull.
The lock releases, and you can push the stand toward the analyzer.
Release the standFigure 2-3:
2.6 Attach the shoulder strap
1. Press and hold the button on the strap connector, and insert it into the connectors
on the sides of the analyzer or the CSI 2140 Four-Channel Input Adapter, if attached.
2. To release the strap, press and hold the button on the connector and then pull.
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2.7 Battery pack
A rechargeable Lithium-Ion battery pack powers the analyzer. A typical charge should last
for more than 8 hours of continuous use. The analyzer displays a low-battery warning
when the remaining charge reaches a set level; the default is 15 percent. If the battery
pack fully discharges, you do not lose any data or settings.
The battery pack is shipped in storage mode to protect the battery charge. Refer to
Section 2.4 to activate the battery pack.
You do not need to discharge or calibrate the battery pack. The hardware optimizes
battery pack performance. Contact technical support if you experience any problems or
for instructions on how to store or replace the battery pack.
WARNING!
Use only Emerson battery packs with the CSI 2140. The analyzer will not function if a non-
Emerson battery pack is used. Lithium-Ion batteries have very specific charging requirements.
Emerson power supplies and chargers are designed to work with the Emerson Lithium-Ion
battery pack. Using battery packs other than approved Emerson battery packs could not only
void the warranty, but could also be hazardous.
2.7.1 Access the battery pack
The battery pack is located on the back of the analyzer. To access the battery, remove the
six screws that attach it to the analyzer.
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Six battery pack screwsFigure 2-4:
WARNING!
Remove the battery pack only in a non-hazardous area.
2.7.2 Battery pack and power supply precautions
Understand and follow the precautions below before using the battery pack and power
supply.
•Do not use Emerson's battery packs, power supplies, and chargers with any product
other than their corresponding Emerson product.
•Use only Emerson's power supplies and chargers approved for use with the CSI 2140
and Emerson's battery packs. Using any power supplies and chargers other than
Emerson's approved power supplies and battery packs could not only void the
warranty, but will also most likely damage the analyzer or the battery pack.
•Do not change or remove the battery pack in the CSI 2140 with the power supply
connected to the analyzer. The CSI 2140 or battery pack may be damaged.
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•When charging the CSI 2140 with the battery pack or the battery pack by itself,
ensure the ambient temperature where charging is occurring is 50° F to 95° F (10° C
to 35° C).
•When operating the CSI 2140 with the battery pack, ensure the ambient
temperature where the analyzer is being used is -4° F to 122° F ( -20° C to 50° C).
WARNING!
•Use only Emerson's battery packs with the CSI 2140. The analyzer will not function if a
non-Emerson battery pack is used. Lithium-Ion batteries have very specific charging
requirements. Emerson-supplied power supplies and chargers are designed to work
with Emerson's Lithium-Ion battery pack. Using battery packs other than Emerson's
approved battery packs could not only void the warranty, but could also be hazardous.
•Charge, remove, and replace the battery pack only in a non-hazardous area.
2.7.3 View the battery charge level
View the remaining charge level from the analyzer Home screen or from the LEDs on the
battery pack.
Procedure
Do one of the following:
•From the Home screen, view the remaining battery charge on the lower left side of the
screen.
•Press the button on the inside of the battery pack. Each LED indicates approximately 20
percent remaining charge.
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Check the remaining charge from the battery packFigure 2-5:
Note
If the battery pack has been placed in storage mode, the LEDs do not operate.
2.7.4 Charge the battery pack
The analyzer is fully operational during charging. As a best practice, charge the battery
pack frequently. Emerson recommends you charge the battery pack the night before you
intend to use it.
WARNING!
•Use only Emerson-supplied power supplies and chargers approved for use with the CSI
2140 and Emerson battery packs. Using any power supplies and chargers other than
approved Emerson power supplies and battery packs could not only void the warranty,
but will also most likely damage the analyzer or the battery pack.
•When charging the CSI 2140 with the battery pack or the battery pack by itself, ensure
the ambient temperature where charging is occurring is 50° F to 95° F (10° C to 35° C).
•Charge the battery pack only in a non-hazardous area.
Procedure
1. Remove the rubber plug on the top of the analyzer.
2. Insert the power supply connector into the analyzer. The analyzer can be powered
on or off.
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3. Plug the AC connector on the power supply into a standard AC outlet, ranging from
100 VAC to 250 VAC, 50-60 Hz. A full recharge may take four hours.
The back of the analyzer may feel warm during charging. The power supply can
remain connected to the analyzer after charging completes. You cannot overcharge
the battery pack.
2.7.5 Battery LED indicates charging status
The Battery LED on the front of the analyzer shows the progress when charging the battery
pack. The LED is located to the right of the Power key.
Color Battery pack status
Amber Charging
Green Fully charged
2.7.6 Remove or change the battery pack
The analyzer gives you unlimited usage by changing the battery pack with a fully charged
spare battery pack. When you change the battery pack, the data saved in the analyzer is
not affected.
CAUTION!
Do not remove or change the battery pack with the power supply connected to the analyzer.
Damage may occur to the analyzer or the battery pack.
WARNING!
•Use only Emerson's battery packs with the CSI 2140. The analyzer will not function if a
non-Emerson battery pack is used.
•Remove or change the battery pack only in a non-hazardous area.
Procedure
1. Turn off the analyzer and remove the power supply, if connected.
2. Set the analyzer face down on a level surface.
3. Lift up the stand.
4. On the back of the analyzer, remove the six screws that attach the battery pack to
the analyzer.
5. Carefully remove the battery pack from the battery compartment.
6. Insert the new battery pack and ensure it aligns with the contacts inside the battery
compartment on the analyzer.
7. Insert and tighten the six screws on the back panel.
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