ISO 20816-9:2020
(Main)Mechanical vibration — Measurement and evaluation of machine vibration — Part 9: Gear units
Mechanical vibration — Measurement and evaluation of machine vibration — Part 9: Gear units
This document specifies requirements for determining and classifying mechanical vibration of individually housed, enclosed, speed increasing or speed reducing gear units. It specifies methods for measuring housing and shaft vibrations, and the types of instrumentation, measurement methods and testing procedures for determining vibration magnitudes. Vibration grades for acceptance are included. Torsional vibration measurements are outside the scope of this document. It applies to a gear unit operating within its design speed, load, temperature and lubrication range for acceptance testing at the manufacturer's facility. By agreement between manufacturer and customer and/or operator, it can be used for guidelines for on-site acceptance testing and for routine operational measurements. This document applies to gear units of nominal power rating from 10 kW to 100 MW and nominal rotational speeds between 30 r/min and 12 000 r/min (0,5 Hz to 200 Hz). This document does not apply to special or auxiliary drive trains, such as integrated gear-driven compressors, pumps, turbines, etc., or gear type clutches used on combined-cycle turbo generators and power take-off gears. The evaluation criteria provided in this document can be applied to the vibration of the main input and output bearings of the gearbox and to the vibration of internal shaft bearings. They can have limited application to the evaluation of the condition of those gears. Specialist techniques for evaluating the condition of gears are outside the scope of this document. This document establishes provisions under normal steady-state operating conditions for evaluating the severity of the following in-situ broad-band vibration: a) structural vibration at all main bearing housings or pedestals measured radially (i.e. transverse) to the shaft axis; b) structural vibration at thrust bearing housings measured in the axial direction; c) vibration of rotating shafts radially (i.e. transverse) to the shaft axis at, or close to, the main bearings; d) structural vibration on the gear casing. NOTE Vibration occurring during non-steady-state conditions (when transient changes are taking place), including run up or run down, initial loading and load changes are outside the scope of this document.
Vibrations mécaniques — Mesurage et évaluation des vibrations de machines — Partie 9: Engrenages
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INTERNATIONAL ISO
STANDARD 20816-9
First edition
2020-06
Mechanical vibration — Measurement
and evaluation of machine
vibration —
Part 9:
Gear units
Vibrations mécaniques — Mesurage et évaluation des vibrations de
machines —
Partie 9: Engrenages
Reference number
©
ISO 2020
© ISO 2020
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 2
4 General . 2
4.1 System considered . 2
4.2 Effects of the system . 2
4.3 Housing or shaft measurements . 2
5 Instrumentation . 3
5.1 Type . 3
5.1.1 General instrumentation requirements . 3
5.1.2 Shaft measurement instrumentation . 3
5.1.3 Housing measurement instrumentation . 3
5.2 Measurement frequency range . 4
5.3 Permissible errors . 4
5.4 Calibration . 4
6 Vibration measurements . 4
6.1 Shaft measurements . 4
6.2 Housing measurements . 5
6.3 Units of measurement . . 5
7 Test conditions . 5
7.1 General . 5
7.2 Arrangement of the test system . 5
7.2.1 Manufacturer's shop test . 5
7.2.2 On-site acceptance tests . 6
7.2.3 In-service monitoring . 6
7.3 Test conditions . 6
8 Evaluation criteria . 6
8.1 General . 6
8.2 Evaluation zones . 6
8.3 Acceptance criteria . 7
8.4 Vibration evaluation zone boundaries . 7
8.5 Classifications . 9
9 Test report . 9
9.1 General . 9
9.2 Manufacturer . 9
9.3 Operating data . 9
9.4 Description of the arrangement .10
9.5 Measuring equipment .10
9.6 Test measurements and results .10
9.7 Acceptance test approval .10
Annex A (informative) Rating curves for vibration displacement and velocity measurements .11
Annex B (informative) Effects of the system .15
Annex C (informative) Vibration instruments and characteristics considerations .17
Bibliography .19
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www. iso. org/d irectives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www. iso. org/p atents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www. iso. org/
iso/f oreword. html.
This document was prepared by Technical Committee ISO/TC 108, Mechanical vibration, shock and
condition monitoring, Subcommittee SC 2, Measurement and evaluation of mechanical vibration and shock
as applied to machines, vehicles and structures.
This first edition of ISO 20816-9 is a technical revision of ISO 8579-2:1993, which was withrdrawn
in 2016.
The main changes compared to ISO 8579-2:1993 are as follows:
— It has been re-formatted to match other parts of the ISO 20816 series and includes zones A to D.
— It has two new tables for values of vibration and displacement at zone boundaries.
— A table with values for vibration acceleration rating at zone boundaries has also been included.
— The classifications table has been revised, referring to these new rating tables.
— The displacement and velocity rating graphs have been moved into an informative annex.
A list of all parts in the ISO 20816 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www. iso. org/members . html.
iv © ISO 2020 – All rights reserved
Introduction
ISO 20816-1 is the part of the ISO 20816 series that gives the general requirements for evaluating the
vibration of various machine types when the vibration measurements are made on both non-rotating
parts and rotating shafts.
ISO 20816-9 (this document) provides specific provisions for assessing the vibration of individually
housed, enclosed, speed increasing or speed reducing gear units. It can be used for acceptance testing,
and, by agreement between manufacturer and customer and/or operator, for guidance for routine
operational measurements.
Guidance is provided for assessing the vibration of gear units when operating under steady-state
conditions and considering the magnitude of the observed vibration. However, no criteria are provided
for transient operating conditions.
The evaluation procedures presented in this document are based on broad-band measurements.
However, because of advances in technology, the use of narrow-band measurements or spectral analysis
has become increasingly widespread, particularly for the purposes of vibration evaluation, condition
monitoring and diagnostics. The specification of criteria for such measurements is beyond the scope of
this document. They are provided in greater detail in the relevant parts of the ISO 13373 series which
establish requirements for the vibration condition monitoring of machines.
INTERNATIONAL STANDARD ISO 20816-9:2020(E)
Mechanical vibrat
...
INTERNATIONAL ISO
STANDARD 20816-9
First edition
2020-06
Mechanical vibration — Measurement
and evaluation of machine
vibration —
Part 9:
Gear units
Vibrations mécaniques — Mesurage et évaluation des vibrations de
machines —
Partie 9: Engrenages
Reference number
©
ISO 2020
© ISO 2020
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 2
4 General . 2
4.1 System considered . 2
4.2 Effects of the system . 2
4.3 Housing or shaft measurements . 2
5 Instrumentation . 3
5.1 Type . 3
5.1.1 General instrumentation requirements . 3
5.1.2 Shaft measurement instrumentation . 3
5.1.3 Housing measurement instrumentation . 3
5.2 Measurement frequency range . 4
5.3 Permissible errors . 4
5.4 Calibration . 4
6 Vibration measurements . 4
6.1 Shaft measurements . 4
6.2 Housing measurements . 5
6.3 Units of measurement . . 5
7 Test conditions . 5
7.1 General . 5
7.2 Arrangement of the test system . 5
7.2.1 Manufacturer's shop test . 5
7.2.2 On-site acceptance tests . 6
7.2.3 In-service monitoring . 6
7.3 Test conditions . 6
8 Evaluation criteria . 6
8.1 General . 6
8.2 Evaluation zones . 6
8.3 Acceptance criteria . 7
8.4 Vibration evaluation zone boundaries . 7
8.5 Classifications . 9
9 Test report . 9
9.1 General . 9
9.2 Manufacturer . 9
9.3 Operating data . 9
9.4 Description of the arrangement .10
9.5 Measuring equipment .10
9.6 Test measurements and results .10
9.7 Acceptance test approval .10
Annex A (informative) Rating curves for vibration displacement and velocity measurements .11
Annex B (informative) Effects of the system .15
Annex C (informative) Vibration instruments and characteristics considerations .17
Bibliography .19
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www. iso. org/d irectives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www. iso. org/p atents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www. iso. org/
iso/f oreword. html.
This document was prepared by Technical Committee ISO/TC 108, Mechanical vibration, shock and
condition monitoring, Subcommittee SC 2, Measurement and evaluation of mechanical vibration and shock
as applied to machines, vehicles and structures.
This first edition of ISO 20816-9 is a technical revision of ISO 8579-2:1993, which was withrdrawn
in 2016.
The main changes compared to ISO 8579-2:1993 are as follows:
— It has been re-formatted to match other parts of the ISO 20816 series and includes zones A to D.
— It has two new tables for values of vibration and displacement at zone boundaries.
— A table with values for vibration acceleration rating at zone boundaries has also been included.
— The classifications table has been revised, referring to these new rating tables.
— The displacement and velocity rating graphs have been moved into an informative annex.
A list of all parts in the ISO 20816 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www. iso. org/members . html.
iv © ISO 2020 – All rights reserved
Introduction
ISO 20816-1 is the part of the ISO 20816 series that gives the general requirements for evaluating the
vibration of various machine types when the vibration measurements are made on both non-rotating
parts and rotating shafts.
ISO 20816-9 (this document) provides specific provisions for assessing the vibration of individually
housed, enclosed, speed increasing or speed reducing gear units. It can be used for acceptance testing,
and, by agreement between manufacturer and customer and/or operator, for guidance for routine
operational measurements.
Guidance is provided for assessing the vibration of gear units when operating under steady-state
conditions and considering the magnitude of the observed vibration. However, no criteria are provided
for transient operating conditions.
The evaluation procedures presented in this document are based on broad-band measurements.
However, because of advances in technology, the use of narrow-band measurements or spectral analysis
has become increasingly widespread, particularly for the purposes of vibration evaluation, condition
monitoring and diagnostics. The specification of criteria for such measurements is beyond the scope of
this document. They are provided in greater detail in the relevant parts of the ISO 13373 series which
establish requirements for the vibration condition monitoring of machines.
INTERNATIONAL STANDARD ISO 20816-9:2020(E)
Mechanical vibrat
...
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