TPI

Pocket Balancer
Field Balancing System
User Guide: 3.1

TPI Europe Limited

13 Ardglen Industrial Estate
Whitchurch, Hampshire
RG28 7BB, United Kingdom
Tel: +44 (0) 1293 530196
Fax: +44 (0) 1293 896486
e-mail: [email protected]
website: www.tpieurope.com

TPI Europe Limited 1 Pocket Balancer User Guide V2.01

 CONTENTS

DISCLAIMER .......................................................................... 5

LICENCE AGREEMENT......................................................... 6

1 OVERVIEW .......................................................................... 7
1.1 Getting started .............................................................................................................................. 8

1.2 Power switch ................................................................................................................................. 9

2 HARDWARE ...................................................................... 10
2.1 Setup ............................................................................................................................................ 10

2.2 Power Supply .............................................................................................................................. 10

2.3 Sensor connection ....................................................................................................................... 10

2.4 Service .......................................................................................................................................... 10

3 SOFTWARE - GENERAL .................................................. 11

3.1 Installation................................................................................................................................... 11

3.2 Software Updates ........................................................................................................................ 11

3.3 General Operation ...................................................................................................................... 11

4 SOFTWARE – POCKET BALANCER ............................... 12

4.0 Opening Menu............................................................................................................................. 12

4.1 Contact details............................................................................................................................. 12

4.2 Balancing Mode .......................................................................................................................... 13

4.2.1 Balancing Mode Set up ............................................................................................................ 13

4.2.1.1 Units set up ............................................................................................................................ 14

4.2.1.2 DAQ set up ............................................................................................................................ 15

4.2.1.3 Profiles ................................................................................................................................... 15

4.2.1.4 Balance Mode ........................................................................................................................ 16

4.2.2 Single Plane Balancing Mode.................................................................................................. 17

Step 1 – Load Previous Job (Optional) ..................................................................................... 18
Step 2 – Select Balancing Type................................................................................................. 19
Step 3 – Set Balancing Parameters .......................................................................................... 21
Step 4 – Measure Initial Out-of-Balance Vibration .................................................................. 24

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 Step 5 – Specify Trial Weight ..................................................................................................... 25
Step 6 – Collect Trial Weight Run Data .................................................................................... 26
Step 7 – Specify Balance Weight .............................................................................................. 28
Step 8 – Measure New Out-of-Balance Vibration ................................................................... 28
Step 9 – Specify Trim Weight .................................................................................................... 29
Step 10 – Measure Final Out of-Balance Vibration ................................................................ 30

4.2.3 Two Plane Balancing Mode .................................................................................................... 31

Step 1 – Load Previous Job (Optional) ..................................................................................... 33
Step 2 – Select Rotor Type ........................................................................................................ 33
Step 3 – Balancing Type ............................................................................................................. 34
Step 4 – Set Balancing Parameters .......................................................................................... 34
Step 5 – Measure Initial Out-of-Balance Vibration .................................................................. 35
Step 6 – Specify Trial Weight for Plane A ................................................................................ 36
Step 7 – Collect Plane A Trial Weight Run Data ..................................................................... 36
Step 8 – Specify Trial Weight for Plane B ................................................................................ 36
Step 9 – Collect Plane B Trial Weight Run Data ..................................................................... 36
Step 10 - Specify Balance Weight for both Planes ................................................................. 37
Step 11 – Measure New Out-of-Balance Vibration ................................................................. 37
Step 12 – Specify Trim Weights ................................................................................................ 37
Step 13 – Measure Final Out-of-Balance Vibration ................................................................ 37

4.2.4 Balancing Tool Box .................................................................................................................. 38

4.2.4.1 Coast Down ........................................................................................................................... 38

4.2.4.2 Measure RPM ....................................................................................................................... 40

4.2.4.3 Calculators Menu.................................................................................................................. 41

4.3 Configuration Menu ................................................................................................................... 44

5 SPECIFICATIONS ............................................................. 45

APPENDIX 1 – POCKET VIBRA LITE ................................. 47

A1.1 Startup ...................................................................................................................................... 47

A1.2 Taking a reading ...................................................................................................................... 48

A1.3 Vibration readings ................................................................................................................... 49

A1.3.1 Numbers screen ..................................................................................................................... 49

A1.3.2 Vibration Analysis ................................................................................................................ 52

A1.3.3 FFT (frequency plot) screen ................................................................................................. 54

A1.3.4 Time (waveform) screen ....................................................................................................... 55

A1.4 File (Set up) Menu ................................................................................................................... 56

A1.4.1 Load ....................................................................................................................................... 56

A1.4.1 Save ........................................................................................................................................ 56

A1.4.3 Export to CSV ....................................................................................................................... 57

A1.4.4 Setup ...................................................................................................................................... 57

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 A1.4.4.1 Language ............................................................................................................................ 58

A1.4.4.2 Units .................................................................................................................................... 58

A1.4.4.3 Running Speed ................................................................................................................... 59

A1.4.4.4 Sampling Setup .................................................................................................................. 59

A1.4.4.5 Accelerometer Setup .......................................................................................................... 60

6 REVISION HISTORY ......................................................... 60

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Disclaimer

This document has been carefully prepared and checked. No

responsibility can be assumed for inaccuracies. TPI reserves the right
to make changes without prior notice to any products herein to improve
functionality, reliability or other design aspects. TPI does not assume
any liability out of the use of any product described herein; neither does
it convey any licence under its patent rights nor the rights of others. TPI
products are not authorised for use as components in life support
services or systems. TPI should be informed of any such intended use
to determine suitability of the products.

Copyright © 2015 TPI Europe Ltd.

TPI Europe Limited 5 Pocket Balancer User Guide V2.01

Licence Agreement
(c) TPI EUROPE LIMITED 2015 ALL RIGHTS RESERVED
LICENCE AGREEMENT FOR TPI SOFTWARE – Pocket Balancer
IMPORTANT PLEASE READ:
This licence agreement is a legal agreement between TPI Europe Limited ("TPI") and you. By opening
the sealed package containing the software programs that accompany this licence agreement ("the
Software") and/or using the Software you are agreeing to be bound by the terms of the licence
agreement.
1 Licence
1.1 Copyright, trade marks and other intellectual property rights in the Software together with any
firmware supplied with it, and any accompanying documentation, whether in printed or machine
readable form, belong to TPI and its licensors. You shall acquire no rights in the Software, firmware or
documentation except as expressly provided in this licence agreement.
1.2 TPI grants you the right to install and use the Software in the manner set out in the documentation
and on the terms set out below:
2 General Restrictions
2.1 Installation and Use
You may load store and run one copy of the Software on one Personal Computer and/or associated
handheld computer or PDA. You must acquire an additional licence for each additional Personal
Computer and/or handheld computer or PDA on which the Software is used or to which it is
distributed.
2.2 Copying
You may make one back-up copy of the Software for internal purposes only. You may not distribute
any back-up copy to third parties. Any such copy shall in all respects be subject to the terms and
conditions of this licence agreement.
2.3 Reverse Engineering
You may not reverse engineer, decompile, or disassemble the Software except and only to the extent
allowed by any applicable law, this limitation notwithstanding.
2.4 Sale, Rental and Transfer
You may not sell, rent or lease the whole or any part of the Software. You may not assign or transfer
your rights under this licence agreement.
2.5 Support
Technical support is not provided under the terms of this licence agreement.
3 Warranty
3.1 You acknowledge that:
3.1.1 the Software is not a bespoke program prepared to meet your individual requirements;
3.1.2 it is not possible to produce the Software to be error-free;
3.1.3 the Software cannot be tested in advance in every possible operating combination, application
or environment.
3.2 Warranty
3.2.1 TPI warrants that the CD-ROM disk on which the Software is recorded will be free from defects in
material and workmanship in normal use for a period of ninety (90) days from the date of delivery to
you. If the CD-ROM disk is damaged or faulty TPI shall replace it free of charge and this shall be your
sole remedy for breach of warranty.
3.2.2 TPI does not warrant that the use of the Software will meet your individual requirements or that
the operation of the Software (including where in machine-readable form accompanying
documentation) will be uninterrupted or error-free.
4 TPI Liability
4.1 Subject to the limited warranty at clause 3, the Software and any accompanying documentation is
supplied AS IS without warranties conditions or terms express or implied statutory or otherwise.
4.2 TPI shall not be liable to you for any loss or damage whatsoever or howsoever caused arising
directly or indirectly in connection with this licence agreement or your use of the Software, except to
the extent to which it is unlawful to exclude such liability under the applicable law.
4.3 Notwithstanding the generality of the preceding paragraphs, TPI expressly excludes liability for
any indirect, special, incidental or consequential loss or damage which may arise in respect of the
Software and any firmware supplied with it, its use or in respect of equipment or property, or for loss
of profit, business, revenue, goodwill or anticipated savings.
4.4 In the event that any exclusion contained in this licence agreement shall be held to be invalid for
any reason and TPI becomes liable for loss or damage that it may otherwise have been lawful to limit,
such liability shall be limited to the price paid for the product.
5 Termination
If you breach any of the terms and conditions contained in this licence agreement, TPI may terminate
the licence agreement without notice. In such event you shall destroy the Software and any
accompanying documentation.
6 Law
This licence agreement shall be governed by and interpreted in accordance with the laws of England
and the English courts shall have exclusive jurisdiction to determine any matter relating to it.

TPI Europe Limited 6 Pocket Balancer User Guide V2.01

1 OVERVIEW

Pocket Balancer is a high specification single and two plane rotor

balancing tool based on an extremely rugged (IP67) handheld
device.

The system comprises a rugged (IP67) handheld device that

connects up to two accelerometers and a tachometer sensor.

Balancing proceeds when a user runs the rotor at the required

speed and measures the out-of-balance vibration using the
accelerometer(s) and tachometer sensor.

A trial weight is then placed and the rotor is then run again so that
Pocket Balancer can calculate the effect of the trial weight
placement on the vibration. This effect is then used to determine
the required value and position of the balancing weight that must
be added to the rotor.

The basic Pocket Balancer system comprises the following

components:

 Rugged IP67 handheld device (TDS Nomad)

o Including battery charger & accessories.
 3 x BNC interface head.
 1 x IEPE accelerometer.
 TPI 505L Tachometer and 5 metre connecting cable.
 Carrying Case.

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1.1 Getting started

The first thing you should do is to make sure you have the latest
version of Microsoft ActiveSyncTM (for Windows XP) or Mobile
Device Centre (Windows 7 or Vista) installed on your PC or
laptop computer. This program is used to allow the PC to talk to
the Pocket Balancer unit using the supplied USB cable or docking
cradle. If you do not already have ActiveSyncTM (or MDC) on your
PC it can be downloaded free of charge from Microsoft’s website:

http://www.microsoft.com/en-gb/download/details.aspx?id=15

or for Windows Mobile Device Centre:

http://www.microsoft.com/en-gb/download/details.aspx?id=14

When the Pocket Balancer installation software is run, and if

ActiveSyncTM or MDC is running and the Pocket Balancer unit is
connected, the Pocket Balancer software will automatically be
installed onto the Rugged IP67 Handheld device via the USB
cable.

If the Pocket Balancer unit is not connected during the

installation, the Pocket Balancer software will be downloaded and
installed onto the Pocket Balancer unit via the USB cable the next
time it is connected to the PC. It is always best to have the
Pocket Balancer unit connected during the installation particularly
when performing an update as this ensures the unit will be updated
with the latest version.

You will be prompted with various messages during this procedure

and the installation is intuitive and straight forward (see Section 3.1
Software Installation).

If you are re-installing the software (to upgrade to a newer version

for example) the previous version will need to be removed prior to
the new version being installed. This happens automatically and
you will be prompted with a message asking if you wish to
completely remove the application. You should answer ‘yes’ to this
question and the installation will remove the old version and
update it with the new version (see Section 3.2).

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1.2 Power switch

Powering the Pocket Balancer unit on and off is done by briefly

pressing the power (on/off) button for less than one second.

A one second press of the on/off button will turn the display
backlight on or off.

A slightly longer than one second press of the on/off button will
bring up the reset screen which also allows other modes to be
selected such as screen cleaning or alignment, changing battery
etc.

N.B. if it is ever necessary to reset the Pocket Balancer

Handheld device (if it won’t power on for example) this can be
achieved simply by holding down the on/off button for
approximately 5 seconds. After displaying a 5 second
countdown the Handheld device will give an audible double
“bleep” and reset. No data or programs will have been lost.

Resetting the Handheld device is not something that should need

doing very often but may be required if, for example, the battery
has been allowed to fully discharge whilst a program was still
running.

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2 Hardware

2.1 Setup
The Pocket Balancer unit comes fully configured with an IP67 end
cap already fitted.

2.2 Power Supply

The accelerometer sensors take their power from the Pocket
Balancer unit and this should have a suitably charged battery prior
to use. The TPI 505L Tachometer Laser Sensor operates from its
own internal “AA” batteries (x2).

N.B. It is recommend that the unit is charged for at least 12

hours prior to its first use.

2.3 Sensor connection

The TPI Tachometer Laser Sensor must be plugged into the
rightmost of the three connectors, as viewed from the front of the
Pocket Balancer Unit, and the accelerometer sensor for single-
plane balancing connects into the middle connector. For two-plane
balancing, the second accelerometer sensor must additionally be
plugged into the leftmost connector.

2.4 Service
The Pocket Balancer system contains no user serviceable parts.
In the unlikely case of malfunction, please return the complete unit
to your supplier for repair.

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3 Software - General

3.1 Installation

Simply run the Pocket Balancer install program from the CD

supplied on a laptop or desktop PC. The Pocket Balancer program
can then be installed to the Pocket Balancer unit if it is connected
to the PC or on the next connection if not. The Pocket Balancer
program can then be found on the Programs menu of the Pocket
Balancer unit. Pocket Balancer is initially configured to auto-start
whenever the Handheld device is turned on (although this option
can subsequently be turned off if desired).

The Pocket Balancer Report Writer software can also be installed

to the PC using the install program.

3.2 Software Updates

TPI operates a policy of continuous product improvement and

releases software updates for its products from time to time. These
can be found at:

http://tpi.pocketvibradownload.com

3.3 General Operation

Pocket Balancer is a highly intuitive program, but the following

sections of this manual will describe its functionality in detail.

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4 Software – Pocket Balancer

4.0 Opening Menu

The opening Main Menu screen

shows four icons that allow the
user to select from the following
functions:

 Run balancer (“rotor” icon)

 Vibration Meter Mode (“meter”
icon)
 Configuration and set-up menu
(“gear wheels and spanner” icon)
 Display contact information
(“telephone” icon)

Navigation around the opening menu screen can be achieved by

using the PDA’s cursor keys and pressing the enter key (◄┘)
when the desired icon is highlighted in yellow. Alternatively an icon
can also be selected by touching it (e.g. by using a stylus).

4.1 Contact details

Selecting the contact details icon

(the “telephone” icon bottom
right) displays the screen shot
opposite.

Return to the Main Menu screen

is achieved by touching the green
“back” arrow icon (e.g. using a
stylus) or simply by pressing the
enter key (as the icon is
highlighted in yellow).
Alternatively return to the Main
Menu screen can also be
achieved by touching the “OK”
symbol top right of screen or by
pressing the “OK”” button on the
PDA.

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4.2 Balancing Mode
Balancing mode is selected from the Main Menu with the “rotor”
icon (top left of the 4 main menu icons). This gives a further choice
of 4 different modes as shown.

This allows the user to select from:

 Single plane balancing (“narrow

rotor” icon top left)
 Two plane balancing (“wide
rotor” icon top right)
 Configuration and set-up menu
(“gear wheels” icon)
 Tool box (“toolbox” icon)

4.2.1 Balancing Mode Set up

The “gears” icon, bottom left of the Balance Menu screen, allows
the user to select from a range of
options on the balancing setup
menu.

 Set up the Units (“Scales”

icon)

 Set up the Data Acquisition

Averaging (“DAQ” icon)

 Save and load Profiles

(“Head “ icon)

 Set up the Balancing Mode

(“Control knob” icon)

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4.2.1.1 Units set up

In the Units setup screen, the

units of measurement can be
selected to be either Metric
(e.g. mm/s), US (e.g. ins/s), or
custom.

If Customize is selected, the

custom units can be defined
using the choices shown below.

It is also possible for the user to

change the convention for
angular measurement from
AGAINST rotation (the default)
to WITH rotation.

Additionally the user can select

whether the vibration level will
be displayed in terms of
Displacement, Velocity (the
default) or Acceleration.

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4.2.1.2 DAQ set up

The DAQ (Data Acquisition) setup

screen allows the user to determine
the number of averages used in
determining the out-of-balance
vibration and its angle.

Typical (recommended) values of 4,

8, 16, 32 or 64 averages can be
selected from a drop-down menu,
but other values can also be
specified using the Custom option.

A third option is to continue

averaging until a steady reading is
obtained.

The higher the number of averages chosen, the greater the level of
accuracy which can be obtained, but each balancing run will then
take longer to collect its vibration data. The default value is 4
averages.

4.2.1.3 Profiles

The user also has the option of

Saving and Loading balancing run
setups as profiles, using the Profile
screen.

This allows a preferred configuration

to be Saved to a file from which it
can be Loaded again so that the
instrument can be used in precisely
the same mode in future.

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4.2.1.4 Balance Mode
This screen allows the user to
choose between the balance
modes Simple and Advanced.
If Advanced is selected, this
can then be Customized by
selecting the blue button.

This screen also allows the user

to specify the amount of
tolerable drift in the RPM
measured by the tachometer
sensor.

Customization of the Advanced

balancing mode consists of a
choice of “standards” for target
vibration level.

The choice is between:

 RSV (Run Speed
Vibration) level, which, as for the
Simple mode, defaults to 2.8
mm/s.
 G grade, which
gives a choice of standard
options when setting up an
individual balance run.

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4.2.2 Single Plane Balancing Mode
Selecting Single Plane Balancing
mode opens up the single plane
balancing wizard.

The wizard will take the user

through a series of steps in order
to perform a single plane
balancing run.

These steps are summarized

below, prior to being individually
explained in the following
sections.

Single Plane Balancing Run Steps:

 Step 1 – load previous job (Optional)

 Step 2 – select balancing type:

(Standard/Fixed Point/Fixed Weight)

 Step 3 – set balancing parameters

 Step 4 – measure initial out-of-balance vibration

 Step 5 – specify a trial weight

 Step 6 – collect trial weight run data

 Step 7 – specify the balance weight

 Step 8 – measure new out-of-balance vibration

 Step 9 – specify trim weight

 Step 10 – measure final out-of-balance vibration

N.B. Selecting Exit at the end of the run automatically provides the
option to Save details of the balancing run before exiting.

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Step 1 – Load Previous Job (Optional)

Selecting Load at Step 1 will

allow the user the option of
loading in a previously saved
balancing run.

This can be selected from a

drop-down list of all the
previously saved jobs as
shown.

Once the selected balancing

run has been loaded, the
user can step through that
run, and can repeat data
entry and retake meter
readings, starting from any
step in the process, exactly
as described for a new
balancing run.

Before moving to Step 2, the user should ensure that a

tachometer sensor and accelerometer are correctly connected
as described in section 2.3 - Sensor Connection.

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The tachometer sensor should be positioned to shine its laser
onto a marker of reflective tape, placed on the rotor at a
position where the reflected beam will not be interrupted and
can be received by the sensor, as illustrated.

Tachometer positioning can be checked by spinning the rotor

and confirming that the tachometer registers a speed on its
integral LCD display.

Advancing through the steps of the balancing process is

achieved by selecting Next> at the bottom right of each
Balancing Wizard screen. The <Back option can be used to
go back through a balancing run to the user’s selected step,
allowing the re-entry of data
and/or the re-running of the
balancing run from that point.

Step 2 – Select Balancing Type

The second step allows the user to

select the type of balancing that is to
be done. There are 3 basic types to
choose from, as shown.

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Standard – assumes any weight can be placed at any angle.

Fixed Points – assumes any weight can be placed at only a few

specified locations (such as blades on a fan)

Fixed weights – assumes the balancing weights are integral to the

rotor but can be set to any angle.

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Step 3 – Set Balancing Parameters

N.B. It is especially important, at this point, to get the

direction of rotation correct. ALL angles are, by default,
measured AGAINST the direction of rotation, although this
can be changed in the Units setup screen (4.2.1.1).

The range of parameters available at this point for the user to reset
before continuing with the balancing run depends on which of
Simple or Advanced Modes has been selected in Balancing Mode
Setup (4.2.1.4)

(a) Simple Balancing Mode

Standard Balancing

Firstly, the user can set the RSV

(Run Speed Vibration) Quality
Level to be applied to the run. This
specifies the maximum permissible
residual vibration level [mm/s] used
to determine the success of a
balancing run. This value defaults
to a pre-set standard of 2.8 mm/s.

Secondly, the direction of rotation

of the rotor (clockwise or counter-
clockwise) can be set.

Lastly, in this case, the Phasekey-Accelerometer offset angle is

specified. This is the angle between the tachometer sensor and the
accelerometer, with the tachometer position being defined as zero
degrees, and the accelerometer position given as +/- degrees. For
accurate measurements to be recorded, the Pocket Balancer
software needs to make allowance for any disparity between the
positioning of the sensors. (By default the software works on the
basis of the two being in alignment.)

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Fixed Points Balancing

In this instance, an additional

option is presented, allowing the
user to enter the number of
available fixed points on the rotor
upon which balancing weights can
be affixed (e.g. the blades of a
fan).

The balancing software works on

the basis of these points being
evenly distributed around the rotor,
with one being positioned at 0
degrees.

Fixed Weights Balancing

Here, the balancing process works

using a matched pair of integral,
but independently movable
weights. At this point the user
enters the weight of each one of
the pair.

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 (b) Advanced Balancing Mode

If the user has specified the use of Advanced Balancing Mode in

Pocket Balancer setup, the screen shown at step 2 will contain
more information, as shown.

Standard Balancing

If the RSV Quality Level option

has been selected in Advanced
Mode setup, the only difference
between this and the equivalent
Standard Mode balancing run is
the addition of the System Lag
value.

This represents a complex

summation of any physical,
mechanical and electrical delays
inherent in the transfer of
vibration data from the rotor to
the Pocket Balancer software.

Since its effect tends to be self-

cancelling across the entirety of
a balancing run, and its precise value is very difficult to calculate,
this is generally best left unchanged.

If G Grade Quality Level option

has been selected, the same
options are presented to the
user, with the exception that a
dropdown menu of ISO Quality
Grades is displayed for the user
to select the required level of
refinement.

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Fixed Points and Fixed Weights Balancing

These options display exactly the same additional features in

Advanced Mode as does Standard Balancing.

Step 4 – Measure Initial Out-of-Balance Vibration

Selecting Next> again prompts the user to bring the rotor up to

speed.

Once the speed reading has steadied, the background of the

numeric readout will change
from red to green.

The red spot on the graphic

display will settle, indicating
the angle of the rotor’s ‘heavy
spot’. The magnitude of the
vibration is represented by the
distance of the spot from the
centre of the graph.

The green circle in the centre

of the graph represents the
acceptable target vibration, as
defined in the Quality Level
parameter for this balancing
run.

Next> will now display messages to say that the Pocket Balancer
unit is collecting and then processing data to establish the extent to
which the rotor is out of balance.

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 The results of these calculations
are next displayed in tabular
form.

Step 5 – Specify Trial Weight

The next step is to specify the

value of the trial weight to be
added.

The ideal position of the trial weight

is automatically determined by the
balancing software and presented
to the user already filled in on the
screen. It is up to the user whether
to use this position or specify
another.

The value of the trial weight should be accurately entered at this

point. In the example shown this is measured in grams.

Touching on the keyboard symbol at the bottom of the screen

brings up the soft keyboard to allow the user to input the value of
the trial weight.

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 Once this is completed, touching
on the keyboard symbol at the
bottom of the screen hides the
keyboard again to reveal the
program steps and progress keys.

Entering Next> and bringing the

rotor up to speed will then cause
the software to progress to the
next step - measuring the effect of
the trial weight on the out-of-
balance vibration.

Step 6 – Collect Trial Weight Run Data

After collecting the data, the

software will now graphically
display the effect of adding the
trial weight

Here it can be seen that the

heavy spot has now moved to
that indicated by the blue dot.

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 The user has the option to retain
the trial weight on the rotor. If
this is done, the “Keep Trial
Weight On” check box MUST
be selected. This will cause the
balance weight and angle to be
immediately re-calculated.

Whichever method is selected,

the recommended balance
weight details are now
displayed.

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Step 7 – Specify Balance Weight

Once the balancing weight has been added to the rotor, the user
can now confirm the balance weight details by selecting Next>.
This will cause the software to move to step 8 where the new
vibration level will be measured.

Step 8 – Measure New Out-of-Balance Vibration

When the rotor has been

brought up to speed, the new
value of vibration and the
position of the heavy spot will
now be displayed.

In this particular case the

vibration has fallen below the
specified threshold ISO value
of 2.8 mm/s, so the balancing
job has met its specification.

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Step 9 – Specify Trim Weight

Selecting Trim at Step 8 allows the user to add a trim weight to

further improve the rotor balancing.

The suggested trim weight value and position are displayed and
entered in the same manner as for the trial and balance weights.

“Next” then starts one last measurement run, producing a

completed set of balancing data for the rotor.

TPI Europe Limited 29 Pocket Balancer User Guide V2.01

Step 10 – Measure Final Out of-Balance Vibration

This final step completes the balancing run and the user is given
the option to Save and Exit the program.

Selecting Exit causes a message to be displayed further

prompting the user to Save the balancing run if desired.

The “Save” dialogue box appears as

shown. A default filename in the
format “BalanceJob_[date]_[time]” is
automatically displayed.

The user can overwrite this default

name to any other desired value
prior to saving.

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4.2.3 Two Plane Balancing Mode

Selecting Two Plane balancing mode from the balance menu

opens up the two plane balancing wizard.

The wizard will take the user through the necessary steps to
perform a two plane balancing run.

As might be expected, the process is, in most respects, very

similar to that for Single Plane Balancing. For the sake of brevity,
and to avoid repetition, only those steps specific to the Two Plane
Balancing process, and important points of note, are dealt with in
depth.

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Two Plane Balancing Run Steps:

 Step 1 – Load previous job (optional)

 Step 2 – Select rotor type

 Step 3 - Select balancing type:

(Standard/Fixed Point/Fixed Weight)

 Step 4 – Set balancing parameters

 Step 5 – Measure initial out-of-balance vibration

 Step 6 – Specify a trial weight for Plane A

 Step 7 – Collect Plane A trial weight run data

 Step 8 – Specify a trial weight for Plane B

 Step 90 – Collect Plane B trial weight run data

 Step 10 - Specify the balance weights for both Planes.

 Step 11 – Measure new out-of-balance vibration

 Step 12 – Specify trim weights

 Step 13 – Measure final out-of-balance vibration

N.B. Selecting Exit at the end of the run automatically provides the
option to Save details of the balancing run before exiting.
.

TPI Europe Limited 32 Pocket Balancer User Guide V2.01

Step 1 – Load Previous Job (Optional)

In exactly the same manner as with single plane balancing, the

user is given the option to Load a previously saved balancing job
as the first step in the balancing run. This can be done by selecting
the Load button.

As with Single Plane Balancing, selecting Next> from any screen

progresses to the next step in the balancing run.

Before moving to Step 2, the user should ensure that a

tachometer sensor and two accelerometers are correctly
positioned and connected as described in section 2.3 - Sensor
Connection.

Step 2 – Select Rotor Type

The user can now choose between 2 configurations of two plane

rotor:

The rotor type is selected using the scroll arrows adjacent to the
rotor type name at the top of the screen.

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Step 3 – Balancing Type

Exactly as with single plane

balancing, the next step allows the
user to select the type of balancing
that is to be done. The same 3 basic
types are available, as shown.

Step 4 – Set Balancing

Parameters

N.B. It is especially important, at this point, to get the

direction of rotation correct. ALL angles are, by default,
measured AGAINST the direction of rotation, although his can
be changed in the Units setup screen (4.2.1.1).

The range of parameters available

for the user to reset before
continuing with the balancing run
again depends on which of Simple
or Advanced Modes has been
selected in Balancing Mode Setup
(4.2.1.4).

This is essentially the same as the

equivalent step in single plane
balancing (4.3.2 – Step 3), the only
difference being that, when fixed-
point balancing has been selected,
different numbers of fixed points
(e.g. fan blades) can be specified
for each of the two rotors (designated as “A” & “B”).

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Step 5 – Measure Initial Out-of-Balance Vibration

Progressing to Step 6 causes the software to measure the initial

out-of-balance vibration for each rotor. Graphic displays are
shown for both rotors

These levels are then displayed as two separate screens for Plane
A and Plane B. Switching between the two planes is achieved by
selecting the appropriate tab at the top of the tabular display.

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Step 6 – Specify Trial Weight for Plane A

The next step in the process is to specify and attach a trial weight
to Plane A.

The trial weight value must be entered accurately and the angle at
which it is placed should also be accurately specified on this
screen prior to running the rotor up to speed to measure the effect
of the trial weight.

Step 7 – Collect Plane A Trial Weight Run Data

The effect of the Plane A trial weight is then displayed exactly as

for a Single Plane balancing run. After this, the user is prompted
to specify and place a trial weight on Plane B.

Step 8 – Specify Trial Weight for Plane B

N.B. it is vitally important, at this point, to REMOVE THE

TRIAL WEIGHT FROM PLANE A. The user is prompted to do
this with an on-screen message.

The user can now specify the exact value and angular position of
the trial weight for Plane B.
Step 9 – Collect Plane B Trial Weight Run Data

The rotor is then brought back up to speed for the measurement of

the effect of the trial weight on Plane B.

The software now computes the required balancing weights for the
two Planes. These can be viewed separately by selecting the
planes via the appropriate tabs at the top of the tabulated results.

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Step 10 - Specify Balance Weight for both Planes

The next steps involve specifying the values and positions of the
balance weights.

N.B. TRIAL WEIGHTS MUST BE REMOVED before balance

weights are applied. The user will be prompted to do this with
an on-screen message.

If using fixed points, the balance weight may be shown as being

divided between two fixed blade positions.

Step 11 – Measure New Out-of-Balance Vibration

Having fitted the balancing weights to Planes A and B, the next

step in the balancing process is to measure the new level of out-of-
balance vibration.
Step 12 – Specify Trim Weights

In the example shown here the balancing run has still not reduced
the out-of-balance vibration to the target levels, so a trim run will
be attempted. The next step is to specify and fit the trim weights.

N.B. THE PREVIOUSLY ADDED BALANCE WEIGHTS MUST

NOT BE MOVED.

Step 13 – Measure Final Out-of-Balance Vibration

The final step in the process is to display the resulting levels of out-
of-balance vibration following the trimming run.

The user is now offered the opportunity of saving the balancing run
details into a file.

N.B. Selecting Exit at any stage during the balancing run will give
the user the option to Save the details of the balancing run prior to
exiting.

TPI Europe Limited 37 Pocket Balancer User Guide V2.01

4.2.4 Balancing Tool Box

Selecting the Tool Box ion from the

Balance Menu opens up the
balancing tool box screen as
shown below.

This then allows the user to select

from a range of options that are
described in detail below.

4.2.4.1 Coast Down

The Coast Down screen gives

the user the option to perform a
rotor coast down test, where the
amplitude and phase of rotor
vibration are each presented as
a function of the rotor speed.

The user is initially given the

option to Load the graphical
output from a previously-saved
coast down run, from the drop-
down menu selection presented
by the Load button.

To perform a new Coast Down run, the user first selects the Start
button. The Coast Down software then prompts the user to bring
the rotor up to the start speed for the run (which should be a little
higher than the maximum run speed in normal use). Selection of
the Coast Down button and switching off power to the rotor, starts
the calculation process.

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As with a Balancing Run, the
Phasekey-Accel. Offset figure
should be set to represent the
angular displacement between
the tachometer (0 degrees) and
the accelerometer. Again, the
default for this measurement is
AGAINST the direction of
revolution.

The displayed Signal/Noise ratio

indicates of the ‘cleanness’ of the
peak frequency signal produced
throughout the coast down by the
FFT (Fast Fourier Transform)
analysis within the software, and
is used to dynamically establish
the validity for output of the data.

The units to be used, and whether the amplitude of the vibration is

to be displayed in terms of displacement, velocity or acceleration,
depend upon the values set up in 4.2.1.1 Units set up, as with other
functions within the Pocket Balancer.

Upon completion of the coast down run, the software produces a

pair of graphs, showing the vibration amplitude and phase angle
respectively, plotted against run-speed (as it decreases from right
to left.)

The graphs are equipped with a

moveable cursor, which can be
dragged with the stylus, moved to a
selected spot by tapping the screen,
or moved using the left and right
arrow keys.

The cursor is linked across the two

plots, enabling the user to accurately
identify points of interest. The
current position of the cursor is
displayed numerically in the blue
heading above each graph.

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The two graphs can also be zoomed in, in tandem, to aid in
pinpointing critical values. This is achieved by drawing a rectangle
on the Amplitude plot with the stylus (starting at the top left-hand
corner of the required screen area). A double tap on either graph
returns both to their original size.

The coast down function is particularly useful in identifying any

resonant (critical) speed in the rotor characteristic which could
adversely affect a balancing run. This resonance is typically
characterised by a peak vibration amplitude coinciding with a
dramatic change of phase angle.

The user now has the option to Save this graph so that it can
subsequently be recalled using the Load button. Saving the data
from the coast down run also produces an Excel-compatible C.S.V.
(Comma Separated Variable) file holding the run-speed and
vibration amplitude and direction for each point plotted on the
coast down graphs for this run.

4.2.4.2 Measure RPM

This feature displays the motor

running speed, as measured by
the tachometer sensor.

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4.2.4.3 Calculators Menu

The TPI Pocket Balancer contains a

number of helpful calculators that
are particularly useful for balancing
purposes.

These include:

 Estimate Trial Weights

 Split Weight

 Combine Weights

 Drill depth

Estimate Trial Weights

By specifying the rotor weight and

speed and the radius where the trial
weight is to be placed, the
calculator will give an estimation of
the value of the trial that should be
used.

TPI Europe Limited 41 Pocket Balancer User Guide V2.01

Split Weight Calculator

If a balancing weight is required to

be split (between two fixed
locations on the rotor for example)
the split weight calculator can be
used to determine the values that
need to be placed at the specified
angles to give an equivalent
balancing weight to that required.

Combined Weights Calculator

In a similar way, if it is desired that

two separate balancing weights at
different locations are required to
be combined together, the
Combined Weights Calculator can
be used to determine a the value
and position of a single weight that
will act in the same manner as the
two separate weights.

TPI Europe Limited 42 Pocket Balancer User Guide V2.01

Drill Depth Calculator

It is sometimes desirable to
balance a rotor by removing weight
instead of adding it. The drill depth
calculator is designed for this
reason. It is capable of determining
the required drill depth to give the
removal of weight given the
material to be drilled and the
diameter of the drill bit to be used.

Fairly obviously the removed

weight will be 180 degrees away
from the position where a balance
weight would normally be added.

The user is given the opportunity

to specify the desired correction
mass, the drill bit diameter and the
type of material to be removed by
drilling. This allows the calculator
to display the required drill depth.

TPI Europe Limited 43 Pocket Balancer User Guide V2.01

4.3 Configuration Menu

The third option is the Configuration Menu (spanner and gear

wheel icon), which gives the user the opportunity of specifying
other languages (as available) by selecting the globe icon.

It is also possible to select whether the Pocket Balancer program

will “Auto-start” when the Handheld device is turned on. This
feature is selected using the “Auto and Start Flag” icon. The large
red X indicates when Auto-start is NOT selected.

4.4 Vibration Meter Mode (Pocket VibrA Lite)

The final option is Vibration Meter Mode (Pocket VibrA meter

icon), which opens up Pocket VibrA Lite, the operation of which is
explained in detail in Appendix 1 of this user guide.

TPI Europe Limited 44 Pocket Balancer User Guide V2.01

5 Specifications

Size 220 mm x 95mm x 45mm

Weight 500g (not including accelerometer)
Environmental
Water: MIL-STD-810F, Method 512.4
IP67 sealed against accidental immersion
(1m for 30 min)
Drop: MIL-STD-810F, Method 516.5, Procedure IV 26
drops from 1.22 m
6 additional drops at –20º
6 additional drops at 60º
Operating: -30º to 65º
Storage: -40º to 70º
Humidity: MIL-STD-810F, Method 507.4
Sand & IP67, MIL-STD-810F, Method 510.4,
Dust: Procedures I & II
Battery life Typically 8-20 hours operating time depending
on backlight usage.
RPM 10 RPM to 50 000 RPM
measurement
Balancing 60 RPM to 6000 RPM
RPM range
Input range +/- 50g with IEPE 100mV/g accelerometer.

Dynamic range +/- 50g to +/- 0.01g (74dB) IEPE 100mV/g

accelerometer.

ISO Quality G0.4/G1/G2.5/G6.2/G16/G40/G100/G250/G630

Grade
Accelerometer Standard BNC connection for IEPE
Connection accelerometers.

Vibration Displacement
Measurement Velocity
Units Acceleration

TPI Europe Limited 45 Pocket Balancer User Guide V2.01

Balance View Tabular and Graphical data representation

Colour coded Red: above specified limit

readings Green: below specified limit

Options Carrying case with neck strap

Stylus lanyard

TPI Europe Limited 46 Pocket Balancer User Guide V2.01

Appendix 1 – Pocket VibrA Lite

A1.1 Startup

The opening display screen is

shown briefly while Pocket VibrA
Lite initialises. This screen also
shows the version number of the
software at the bottom of the
screen.

This screen is followed closely by

the readings screen.

The bottom line of the display

shows a menu bar with two
options that can be selected
either by tapping the screen or by
pressing the “soft” keys (-) that
are located immediately below
the screen.

The two menu options available

are Take Rdg (take reading), and
File which activates the menu
shown.

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 Until a reading is taken the only two
menu options that are active are
Load and Setup.

These functions are explained in

Section A1.4 File (Setup) Menu.

A1.2 Taking a reading

Taking a reading can be achieved

either by touching Take Rdg on the
menu bar on the screen, pressing
the right hand softkey (-) or by
pressing the Enter key (◄┘).

As long as an accelerometer is
connected, a reading will then be
taken, a process that lasts a few
seconds. If an accelerometer is not
connected, an error message will
be displayed.

N.B. during this time it is

important not to move the
accelerometer, to ensure a valid
reading is obtained.

It is important to ensure that the measurement is taken with the

accelerometer mounted on a flat surface on the equipment being
monitored. The magnet must not be loose and should be tightly
screwed to the accelerometer (the use of some thread lock should
help ensure the magnet does not come loose from the
accelerometer while it is in use).

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A1.3 Vibration readings

A1.3.1 Numbers screen

Once a vibration reading has been

taken, the display will initially show
four values, as shown in the
screenshot on the right.

 ISO value
 Total g (acceleration)
 Crest factor
 Bearing Noise

The ISO value (in mm/s) is the large number at the top of the
screen, which is the RMS (average) of the vibration velocity in the
frequency band 10Hz (600 RPM) to 1kHz (60,000 RPM), as
specified by the ISO standard1.

Total acceleration – this is the RMS (average) value of the total

vibration in the frequency range 10Hz to 15kHz (the upper limit of
the Pocket VibrA Lite frequency response). This reading is shown
in units of g (Earth’s gravitational constant, where g = 9.81 m/s2).

Crest Factor – this is a measure of the shape of the vibration

waveform and is defined as the peak of the waveform divided by
its RMS (average) value. Crest Factor is sometimes used as a
measure of the quality of a machine’s bearings. This is based on
the fact that high Crest Factor is often associated with high
frequency bearing noise as illustrated in the following diagrams.

The following diagram (Figure 1) shows a vibration waveform with

a crest factor of 1.47, which is very close to that of a pure sine
wave. Crest factor can never have a value lower than 1.414, which
is the value for a pure sine wave.

1
ISO 10816-1:1995. Mechanical vibration -- Evaluation of machine vibration by
measurements on non-rotating parts

TPI Europe Limited 49 Pocket Balancer User Guide V2.01

This particular vibration waveform was taken from a brand new
bench grinder with good bearings and shows a waveform with a
period of 0.02 seconds, which is due to run speed vibration at
50Hz (3,000 RPM). There is very little high frequency bearing
noise visible on the waveform.

Figure 1 – Vibration waveform from a “good” bearing

By comparison the waveform shown below (Figure 2) has a crest

factor of 8.83 and shows noisy “spikes” typical of worn bearings.
This waveform was in fact taken from a deliberately damaged
bearing on an identical bench grinder to the one producing the
waveform in Figure 1.

Figure 2 – Vibration waveform from a damaged bearing

You can just about see the run speed vibration waveform (still with
a 0.02 second period) but it is “buried” underneath the high
frequency bearing noise.

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Bearing Noise - the final reading shown is the value of high
frequency noise in Bearing Damage Units (BDU), where 100 BDU
corresponds to 1g RMS vibration. This is a measure of the wear on
the bearings in the equipment being monitored. The higher the
number the more worn is the bearing.

1g of vibration (100 BDU) generally corresponds to a high level of

bearing noise and so can be considered indicative of a damaged
bearing. In other words it may be helpful to think of the Bearing
Noise figure as being very roughly equivalent to “percentage” of
bearing wear.

For example the bearing waveform shown in Figure 1 above for a

good bearing gave a Bearing Noise figure of 1.66 BDU.

However the Bearing Noise figure for the damaged bearing

waveform in Figure 2 above was 101.2 BDU.

TPI Europe Limited 51 Pocket Balancer User Guide V2.01

A1.3.2 Vibration Analysis

Moving across the tabs at the top of

the screen from Numbers to VA
(vibration analysis) shows the
readings of vibration velocity broken
down into each of 4 bands.

Moving between the display tabs

can be achieved by using the cursor
arrows or simply by touching the
desired tab.

The names and frequency ranges of

the bands are all based on multiples
of the specified Running Speed
(50Hz in this case).

N.B. in order to perform a vibration analysis it is important

that the running speed of the machine is entered correctly.
This is done in “Setup” as described in Section 3.3 of this
guide.

The frequency ranges of the bands are based on the following

multiples of running speed1:

Instability: 10Hz (600 RPM) up to 0.75 times running speed

Unbalance: 0.75 to 1.5 times running speed

Alignment: 1.5 to 2.5 times running speed

Looseness: 2.5 to 3.5 times running speed

The following descriptions of these frequency bands show why

they are based on these particular frequencies.

1
Multiples of running speed are often referred to as “orders”

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Instability:

Vibration in the frequency band 10Hz (600 RPM) up to 0.75 times

running speed means the vibration is occurring at less than the
running speed of the machine. This not usual for a normal machine
and may be an indication of an electrical fault, looseness, rubbing
or some such problem that is causing uneven running. Because of
the difficult of classifying them separately, these types of fault are
often grouped together into the category of Instability.

Unbalance:

The level of vibration in the frequency band 0.75 to 1.5 times

running speed is usually indicative of how well balanced the
machine is. A large vibration at the running speed indicates that
the machine is out of balance. However even a very well balanced
machine will usually show some vibration at the running speed but
this figure should ideally be quite low (e.g. typically less than 2
mm/sec for a medium sized machine).

Alignment:

Vibration in the frequency band 1.5 to 2.5 times running speed is a

possible indication of misalignment. This is based on the fact that
shaft misalignment can result in a double peak in the waveform
due to there being two different centres of gravity (one from each
shaft). In other words the accelerometer picks up a peak as each
centre of gravity passes by and hence there will be two positive
and two negative peaks each revolution of the shaft. This will
typically give rise to a vibration signal at double the running speed
of the machine.

Looseness:

Vibration in the frequency band 2.5 to 3.5 times running speed is a

possible indication that something may be loose (e.g. loose
mounting bolts, weak foundations etc.) as it is not usual to see
third order vibration in a machine unless there is some structural
looseness that is being “excited” by the vibration of the machine.

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A1.3.3 FFT (frequency plot) screen

Moving across to the FFT1 screen

tab brings up a frequency plot of
the vibration reading. Both vibration
velocity (in mm/s) and acceleration
(in g) can be displayed.

Switching between the two is

achieved by touching the
appropriate units displayed on the
menu at the bottom left of the
display, or by pressing the left hand
soft key (-).

It is also possible to zoom into the FFT display. This is done by

touching the screen and dragging a zoom box from the top left to
the bottom right-hand corner of the desired area, as shown in the
example display on the left. The display on the right shows the
effect of zooming into this zoom box. Tapping the screen twice in
quick succession (double tap) returns the screen to normal display.

1
FFT stands for Fast Fourier Transform and is a mathematical technique for calculating the frequency
spectrum of a vibration waveform. FFT is often used as an abbreviation for a frequency spectrum plot.

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A1.3.4 Time (waveform) screen

Moving across to the Time screen

tab brings up a display of the time
waveform of the vibration reading.
Again, both vibration velocity (in
mm/s) and acceleration (in g) and
the display can be switched
between them in exactly the same
way as with the FFT display.

It is also possible to zoom into the

time waveform display in exactly the
same way as for the FFT zoom
feature just described. Un-zooming
is also achieved with a double
screen tap.

TPI Europe Limited 55 Pocket Balancer User Guide V2.01

A1.4 File (Set up) Menu
The File (or Setup) menu is entered from the main menu screen
either by touching File on the menu bar on the screen, pressing
the right hand softkey (-) as previously explained in Section 3.0

The options available under this menu include:

 Load – loads in the values from a previously saved reading
 Save – save a reading into the Pocket VibrA Lite memory
 Export to CSV – save a reading as an Excel compatible
(comma separated variable) data file
 Setup – customisation and configuration menus

A1.4.1 Load
Loading a previously saved
readings file is achieved by
selecting Load from the File menu.
This opens a dialogue box from
which the user can select the
previously saved readings file.

The reading can then be examined

in the same way as when it was first
taken via the Numbers, VA, FFT
and Time display tabs.

A1.4.1 Save
This menu option opens a dialogue
box, allowing the user to save the
current reading into a file with the
displayed filename.

The default filename is the date and

time the reading was saved. This
can be edited to any preferred
naming convention.

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A1.4.3 Export to CSV
It is also possible to save readings in a format compatible with
Excel spreadsheets, as a comma separated variable (CSV) file.

Selecting Export to CSV from the

File menu opens a dialogue box
where the user can input the
filename for the saved CSV file. The
default filename is the date and time
the reading was taken but this can
be edited by the user.

The filename extension will be either

.csv or .txt depending on the option
chosen. Unicode Text might, for
instance, be used to save files
containing non-standard language
codes which will not load into CSV
files.

A1.4.4 Setup

Selecting Setup> from the File

menu displays a further menu..

This menu contains the following

sub-menu options:

 Language
 Units
 Running Speed
 Sampling Setup
 Accelerometer Setup

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A1.4.4.1 Language

Pocket VibrA Lite can be run in a

variety of different languages
selectable from the pop-up
language menu.

If you require a particular language

that is not shown please get in
touch with TPI, as it may be that we
can arrange for you to receive an
update containing that particular
language.

A1.4.4.2 Units

The Units menu can be used to change the displayed x and y axis
values, and to set the number of decimal places that are displayed
on the Numbers screen, up to a maximum of 5.

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A1.4.4.3 Running Speed

In order to perform a vibration

analysis (VA) it is important that the
running speed of the machine is
entered correctly.

The running speed can be entered

and displayed in units of Hertz1 (Hz)
or RPM2. Entering the value as Hz
causes the RPM value to be filled in
automatically and vice versa. The
conversion factor is 1 Hz equals 60
RPM.

A1.4.4.4 Sampling Setup

Choosing Sampling Setup from the

File menu opens the dialogue box
shown right. The user has the ability
to set Fmax to either 15kHZ (default
value) or 1kHz if higher frequency
resolution is required.

The number of lines displayed in the

frequency spectrum is fixed at 800
and the high pass cut off frequency
(Fmin) is fixed at 10Hz (600 RPM).

1
Hertz are also sometimes referred to as cycles per second.
2
Revolutions per minute (RPM) are sometimes also referred to as cycles per minute (CPM)

TPI Europe Limited 59 Pocket Balancer User Guide V2.01

A1.4.4.5 Accelerometer Setup

Selecting Accelerometer Setup

from the setup menu allows the
user to set the mV/g of the
connected Accelerometer.

Revision History

ISSUE PAGES DATE NOTES

3.1 59 05/03/15

TPI Europe Limited 60 Pocket Balancer User Guide V2.01