CoCo-80 Quick Reference - Squarespace

CoCo-80 Quick Reference

Vibration Data Collector Mode 7/24/2012

Crystal Instruments Corporation 2370 Owen Street

Santa Clara, CA 95054, USA www.go-ci.com

+1 (408)986-8880

Document History

Crystal Instruments EDM® 3.1.5.7 Software Release Notes

CoCo-80 Quick Reference Vibration Data Collection Mode

Date Issue Changes

April 2012 Issue 1 Initial Release

May 2012 Issue 2 Edited for general users

Copyright 2012

Crystal Instruments Corporation. All rights reserved.

This document, or parts thereof, may not be reproduced in any form without the express permission of Crystal Instruments Corporation.

All product names referenced herein are trademarks or registered trademarks of their respective companies. The information contained in this document is subject to change without notice.


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Table of Contents INSTALLATION OF EDM SOFTWARE .............................................. 1 What You Will Need ............................................................................. 1

Software Included on Installation CD ................................................... 1

System Requirements ........................................................................... 2

Hardware .......................................................................................... 2

Software ........................................................................................... 3

EDM Software CD ................................................................................. 3

EDM Software Installation Wizard ....................................................... 4

EDM License Key .............................................................................. 7

Where is My License Key? .................................................................... 9

USB Device Driver ............................................................................... 10

CREATING A DATABASE ............................................................... 15 Accessing a New Database ................................................................. 15

Creating Database Items: Factories, Machines, Points, Entries and Routes ................................................................................................. 16

Adding Measurement Points .............................................................. 21

RPM Multiplier ............................................................................... 22

Diameter of Roller/Pulley ............................................................... 22

Adding Measurement Entries ............................................................. 23 Expected RPM ................................................................................ 24

CREATING A ROUTE ..................................................................... 28 UPLOAD AND DOWNLOAD OPTIONS .......................................... 30 Upload Options ................................................................................... 30

Replace Mode ................................................................................. 30

Combine Mode ............................................................................... 30

Uploading Data to CoCo ..................................................................... 31

Downloading Data from CoCo ............................................................ 32


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Download from VDC to EDM with New Machine Added ............... 32

Synchronize via USB ....................................................................... 33

Synchronizing via SD Card .............................................................. 35

MANAGING DATABASES AND FACTORIES ................................... 37 Database Management ...................................................................... 37

Auto Backup ................................................................................... 38

Auto Save........................................................................................ 38

Backup a Database ......................................................................... 39

Restore a Database ........................................................................ 39

Delete a Database .......................................................................... 39

New or Change Database ............................................................... 40

Load Demo Database ..................................................................... 40

Factory Management ......................................................................... 40

Export a Factory ............................................................................. 40

Import a Factory ............................................................................. 44

COCO MEASUREMENTS ............................................................... 47 Select Measurement Mode ................................................................ 47

CoCo Setup Page ............................................................................ 48

Route Measurements ......................................................................... 51

Reviewing Captured Data ............................................................... 55

Soft Key Menu Options .................................................................. 56

Onsite Measurements ........................................................................ 61

Configuring an Onsite Measurement ............................................. 61

TROUBLESHOOTING .................................................................... 70 DECLARATION OF CONFORMITY ................................................. 77


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Installation of EDM Software

What You Will Need

Installation of EDM requires a valid CoCo license key, as well as an installation CD or file. For EDM to run, a SQL database manager is necessary. EDM comes with an installer for MSSQL if there is no SQL manager detected on the system.

Software Included on Installation CD

The Installation CD includes Crystal Instruments’ EDM software as well as several other necessary software installers required for proper operation. EDM uses Microsoft Word for generating reports, which should be installed on your computer prior to the installation of EDM. EDM does not include Microsoft Word in its installation files.

EDM Software: This is the software and user interface used to connect the CoCo hardware to the computer and manage your data.

Microsoft SQL Server Software (MSSQL): A SQL server is required. MSSQL Server is included to manage the database system that stores route and measurement data on the PC and CoCo.

USB Driver for CoCo: The USB driver is required to connect the CoCo hardware to the PC with a USB connection. The CoCo driver does not install automatically, the location will need to be specified.


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Microsoft .NET Framework: .NET will be installed automatically if it is not already installed on your computer.

Tip: Check with your system administrator or IT department prior to installation. It is generally a good idea to run Microsoft Windows Update to make sure your system is completely up-to-date with all security releases before you install new software.

Note: Administrator privileges are required for installation. Please contact your IT department for information regarding installation of applications.

System Requirements

Hardware

Memory: 512 MB o 1 GB recommended

CPU Speed: 1.0 GHz o 2.0 GHz recommended

CPU Type: o x64 Processor: AMD Opteron, AMD Athlon 64,

Intel Xeon with Intel EM64T support, Intel Pentium IV with EM64T support

o x86 Processor: Pentium III-compatible processor or faster

Hard Disk: at least 1 GB of free space A CD or DVD drive Display

o Resolution at least 1,024x768 A Microsoft mouse or compatible pointing device is

required.


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Software

Framework: o .NET Framework 3.5 SP1 o SQL Server Native Client o SQL Server Setup support files

Software o Microsoft Windows Installer 4.5 or later

Network Software o Supported operating systems have built-in

network software. Stand-alone named and default instances support the following network protocols: Shared memory Named Pipes TCP/IP VIA

Internet Software o Microsoft Internet Explorer 6 SP1 or later

EDM Software CD

Engineering Data Management (EDM) is PC software used for data management, post signal processing, viewing, reporting, and connecting Crystal Instruments hardware, the PC, and the data storage system. EDM provides connectivity to one or more CoCo devices. It provides data management tools to search through many tests and records, and view file properties or waveform characteristics. The analysis tools display data in a wide variety of formats and configurations to help identify important signal characteristics using cursors. The report tool documents the hardware configuration or data analysis results in a user formatted document.


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To install EDM and related software systems included on the CD, place the installation CD in the CD drive of the target PC. The Welcome Screen will automatically open as shown below. If the Welcome Screen does not automatically open, run the Setup.exe file on the root level of the CD by selecting the physical drive with the CD, opening the EDM folder, and double-clicking on Setup.exe.

Figure 1: Welcome Screen for EDM Installation CD

Prior to installing EDM, MSSQL needs to be installed on the system. The EDM installation will check for Microsoft SQL 2008 R2 and install it if it is not already installed.

EDM Software Installation Wizard

To begin the installation the Engineering Data Management (EDM) software, click Install EDM Software (version X.X.X.X) from the EDM Welcome Screen to launch the Installation Wizard.


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Important: A SQL database software is necessary for EDM to operate. The supported database managers are MSSQL (recommended, and installed by default) and MySQL. If MySQL is preferred or currently used for EDM database management, please refer to Appendix 3 of the full CoCo-80 VDC Manual.

Figure 2: EDM Installation Wizard

Click Next to begin the installation process.

Review and accept the license agreement and click Next.

To install EDM a valid license key is required. If the default location does not contain your license key, browse for the correct folder. A license key file has a “.lic” file extension. Once the license key has been specified, press Next.

Note: If you do not know the location of your license key or do not have a license key, refer to the section of this manual titled Where is My License Key.


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Specify whether to install Microsoft SQL Server 2008. This is required for VDC mode to function and should be checked. Press Next to begin the MSSQL installation.

Figure 3: Microsoft SQL Server Installation Prompt

A series of windows will open displaying the installation process. There is no input necessary during the MSSQL installation.

Important: Do not close any windows during the MSSQL installation.

Note: Having the computer and a user account named the same can cause login errors. If problems are encountered logging in to MSSQL, verify that the computer name does not match any user account. To check the computer name, right-click on My Computer and select properties. Computer name will be on the first page. To check user name, right-click on My Computer and select Manage.


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Expand Local Users and Groups and click Users to see all user accounts.

When MSSQL has successfully installed, the installation wizard will return to setting up EDM.

Specify the installation directory and press Next. The default directory is C:\Program Files\Crystal Instruments\EDM.

If desired, specify preferred location for Data Files, CSA Projects, Arbitrary Signal files, and Limit Collection files. Press Next to continue.

The installation will create a folder in the Start Menu. Specify a name for this folder and press Next.

Select your preferences for Shortcuts, Default Units, Default Language, Paper Size, and Multiple Module support. These setting can be changed later in the EDM Settings menu. Press Next.

Review the installation settings. Click Back if changes are necessary. Click Next if all settings are correct. The Installation Wizard will then set up EDM according to the settings.

Click Finish to exit the EDM installer.

EDM has two working modes for use with CoCo, DSA and VDC. This quick reference guide will focus on VDC mode.

EDM License Key

EDM software is registered to a CoCo device. To activate the EDM software, a valid License Key is required. EDM


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uses a License Key file to enable or disable certain functions. License Key files are also used to control the Activation Period and Software Subscription Renew period. Multiple License Keys can be installed in one EDM installation. This allows one instance of EDM to run multiple Crystal Instruments devices.

A typical management page for license keys is shown in Figure 4.

Figure 4: License Key Manager

Software Renew Period: this is the time period that this EDM installation can be upgraded using the currently installed License Key. When the time expires, the EDM software will still be functional but cannot be updated.

Software Activation Period: this is the time period that this EDM installation can be used under this License Key.


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Where is My License Key?

Your License Key is a file with extension of *.LIC. There are three ways to obtain your EDM software License Key:

1. The license key is located on the CD.

Figure 5: CoCo License Key on the EDM Installation CD

2. When the EDM Software and CoCo are shipped from Crystal Instruments, an automated email message will be sent providing shipping information, the License Key, and the Serial Number of the instrument.

3. If you have not received the automated email message, or do not have the CD, log into the CI Technical Support Site: http://www.go-ci.com/support.asp using the CoCo serial number and the password provided in the email.

http://www.go-ci.com/support.asp

http://www.go-ci.com/support.asp


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Figure 6: CI Technical Support Site License Key download link

USB Device Driver

After the EDM installation finishes, the CoCo can be connected to the PC. To connect via a USB cable the USB driver must first be installed. The driver does not install automatically.

To install it manually, connect CoCo to the PC with the provided USB cable and power the CoCo on. This cable has a mini-USB connection to the CoCo and a standard USB 1.1/2.0 connection to the PC.

Open the Control Panel from the Start Menu. Open the Device Manager from the Control Panel to view all connected devices.


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Figure 7: Device Manager located in Control Panel

The Device Manager shows all system devices and any devices connected to any of the ports on the computer. Since the CoCo does not have a driver installed, it should appear under the Other Devices heading as “Generic RNDIS (PROTOTYPE—Remember to Change idVendor).” Double-click on this entry to open the Properties window for it.

Figure 8: The CoCo shown in the Device Manager

In the Properties window, select Update Driver… to launch the driver installation window.


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Figure 9: CoCo Properties window

Select Browse my computer for driver software.

Figure 10: Device Driver installation window


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Click Browse and navigate to the CD drive. In the root level of the EDM installation CD is a folder titled CoCoUsb driver. Highlight this folder and click Select. Press Next to scan that folder for the driver.

Figure 11: Browse for the location of the CoCo driver

When Windows finds the driver, it will alert that the driver cannot be verified. Select Install this driver software anyway to authorize the installation.

Figure 12: Authorize the installation of the driver


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Windows will apply the driver software. Click Close when then installation confirmation window opens.

Figure 13: Notification of a successful driver installation

The CoCo driver has now been successfully installed.


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Creating a Database

This section describes a step by step process of creating a database in EDM. A database consists of one or more Factories, Machines, Points, Entries, and Routes. This data is saved in a SQL database on the PC. Once the database is setup in EDM it must be uploaded to the CoCo.

Accessing a New Database

The first time EDM is used a database must be created. All data that is collected by the CoCo and analyzed in the EDM software is stored in a database on the PC. Multiple databases can be maintained for different factories, ships, buildings, etc., or a single database can keep all collected data and factory information.

The first step is to create an empty database in EDM. Click the Access button on the Database Ribbon to open the Login tab in the Database Access Wizard.

Figure 14: Database Access Wizard

Select the radio button next to Create a new database, then click the Next button. Type a name for the new


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database and then click Create. EDM will then initialize the Database, which may take a few seconds. A message will indicate when the database has been created.

Figure 15: Database Access Wizard creating new database

Next click the Access button to access the new Database. This closes the wizard and displays the Database structure in the Database Explorer.

Creating Database Items: Factories, Machines, Points, Entries and Routes

The Database Explorer displays the structure of the Database on the top half. The view can be expanded and condensed by clicking on the triangle controls to show or hide the items contained in the element.

For example, a Factory can contain several machines, and each machine can contain several measurement Points. Clicking the triangle next to the Machine displays or hides the Points. This helps in managing a database that includes a large number of items.


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Figure 16: Database Explorer

As a database expands to include all the machinery of a plant, it may be easier to use if there are multiple Factories. This manual uses the convention of Factories, Machines, Points, Entries, and Routes.

A Factory can also be thought of as a physical area within a plant, or perhaps a building. The EDM database is not limited in the number of top tier Factories, so there are many ways this can be set up. Some limitations do apply, however. A data collection Route is limited to include only the machines within its Factory. A Factory may have


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multiple Routes, but a Route may not have multiple Factories.

Tip: Start with one Factory for all machinery and use the Copy, Paste and Duplicate functions to speed up the creation of the database. If the database is divided into two or more Factories, then it is probably preferable to do this based on physical locations rather than on machine types.

The CoCo in VDC mode selects which Factory to work with. Under the Factory structure will be a list of Routes that can be selected for use in data collection.

When a Database item such as a Factory, Machine Point, or Route is selected, detailed information is displayed in the bottom half of the Database Explorer.

To add a new item to the Database, click the buttons at the top of the Database Explorer.

Figure 17: Database Explorer buttons.

The items in a database have a hierarchical structure. That is, they must be defined in a specific order. A Factory is the highest level; a Machine is the next level and must


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be associated with a Factory. Note that a Machine appears below the Factory in the explorer as a lower level. Similarly, a Measurement Point is the next level below a Machine and must be associated with a Machine. A Route is a subset of a Factory but not associated with a specific Machine or Measurement Point because a Route can contain several different Machines and measurement Points.

Only items that are appropriate for the current level of the Database can be added. For example, in order to add a new factory the highest level must be highlighted. If a button is disabled it is because that item cannot be add at this level. For example when a new Machine is selected the Add a New Factory button is disabled because a new Factory cannot be added as a subset of a new Machine.

Use the toolbar buttons to add Factories, Machines, Points, Entries and Routes to the database to represent the vibration data collection plan for your facility. The figure below illustrates a database that includes two Factories and four Machines. Each Machine includes one or more measurement points. Each measurement Point includes one or more measurement Entries. Factory 1 is selected in the upper half and its contents are displayed in the lower half of the explorer.


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Figure 18: Database with 2 Factories and 4 Machines

After the components of the Database are created the details for each item must be specified. This can be done this either by double-clicking on the item or by selecting it and clicking on the Edit button on the toolbar.

Figure 19: Edit Entry button

Similarly, using the mouse and right-clicking on an item in the database will bring up a context sensitive list of actions available for that item. For example, right-clicking on a Machine will bring up the following actions: Edit; Tag,


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Manage Tag; New Machine, New Point, New Measurement, New Note; Search Peak; Export Signal Data to File; Delete; Copy Machine; Duplicate Machine; New Reading Alarm; Collapse All; and Report.

Figure 20: Database Explorer pop-up menu

Adding Measurement Points

Measurement Points are physical locations on a machine which will be monitored. Multiple measurement Entries


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can be made at a single Point to characterized vibration in multiple axes. Some special settings can be defined in the case of measurement Points.

Figure 21: Measurement Point settings

RPM Multiplier

In the case of a gearbox that increases or decreases the speed of the driven machine relative to its driven input speed, this entry will account for the speed changes of the driven unit based on the tachometer reading or input at the time the measurements are recorded on the driver.

Diameter of Roller/Pulley

Similar to a RPM Multiplier, for belt driven machines the speed changes can be calculated by the software if the diameters for the driver pulley and driven pulley are measured and entered. From that point on, only the


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driven speed needs to be measured when data is collected.

Figure 22: Measurement Point Parameter dialog

Adding Measurement Entries

A measurement Entry is a collection of settings for a measurement associated with a specific measurement Point. One or more measurement Entries can be defined for any measurement Point. For example, an accelerometer can be used to take more than one type of measurement on a machine. These measurements will be trended over a long period of time and different measurements are used to detect different types of machine faults.

Figure 23: New Entry button in the database toolbar


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To add a new Entry click the Measurement Entry item in the Database Explorer to open the Measurement Entry Wizard. The first dialog selects the Measurement Pattern. This specifies the number of measurement channels and if a tachometer will be used for this entry. The next page will specify the parameters to be measured. The parameter defaults entered in Parameter Set can be chosen, or a new set can be created.

Figure 24: Measurement Entry settings window

Expected RPM

Ideally, whenever a measurement is take a tachometer will provide live readings as machine loads can vary and cause the machine to run at slightly different speeds. Analysis of the data is dependent on knowing the machine speed at the time the data was collected. However, in cases where the use of a dedicated tachometer is not possible, the Expected RPM will be used to convert the data display to Orders of running speed.


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Figure 25: Measurement Entry Wizard, Measurement Pattern dialog

Click Next to move to the Parameter Set dialog. Select a Parameter Set from the pull down menu or click New to create a new Parameter Set. Parameter Sets specify the signals that will be computed, the measurement quantity, and the measurement interval. The Customize option is used to select a set of parameters that is not defined by any existing Parameter Set.

Figure 26: Measurement Entry Wizard, Parameter Set dialog


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Click Next to move to the Sensor Set dialog. Select a Sensor Set from the pull down menu or click New to create a new Sensor Set.

Figure 27: Measurement Entry Wizard, Sensor Set dialog

Click Next to move to the last dialog. Enter a name and description for the measurement Entry, and then click Finish to complete the process.


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Figure 28: Measurement Entry Wizard, Name and Description dialog

When the wizard is completed the dialog closes and the Entry is complete. Repeat this process for all Entries associated with each Point in the database. Note that this process is only done once when the database structure is initially setup. However, it can be modified at any time.

Only one Machine of each type needs to be created within a Factory. Once it has been defined the Machine, Points, Entries and notes for a machine type can be duplicated and renamed to populate the database. Not only does this make Factory setup quicker, it also helps to insure that all measurement Entries are identical for each Machine of one type so they can be compared to each other.

Entries can also be copied from one measurement Point to another. Do this by right-clicking on the entry and selecting Copy Entry from the popup menu, then select another measurement Point, right-click on it and select Paste Entry. Additionally, Duplicate Entry can be selected from the popup menu to create a copy of the Entry and then change any necessary parameters for the new Entry. These tools help to quickly add as many Entries to the Database as needed.


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Creating a Route

Routes can be added to the CoCo to cover a variety of conditions. Some machines may need to be monitored occasionally and others may need to be watched closely. The system allows the CoCo to have many different customized Routes loaded for each situation.

A Route is a subset of a Factory, so it can not include Machines in different Factories. If there are multiple Factories (or the database is divided into multiple Areas), moving from one Factory to another can be done easily in EDM or on the CoCo. Click on the Add a Route button on the toolbar or double-click an existing Route to open the Edit Route dialog. Enter a name and description for the Route.

Add a check mark next to each Point in the Customization tab that is to be included in the Route. A Point can be selected from the list and the buttons on the right are used to change the order of a Route or remove one or all Points from the Route. Points can also be arranged by clicking on the Point and dragging it to the correct space on the list.


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Figure 29: Edit Route dialog

While dragging, if the mouse cursor is to the left of the number the point will be moved as a heading of its own. If the mouse is to the right of the number, it will be added as a sub-Point to what is directly above the line. Right-clicking on Points opens a popup menu that can also be used to change the order.


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Upload and Download Options

Upload Options

When uploading Factory information to the CoCo, duplicate or older information can be handled in two different ways. Uploading can be done in Replace Mode or in Combine Mode.

Replace Mode

When the Factory structure and Routes are synchronized between EDM and the CoCo there are two options that need to be considered. If a new Route has been created that encompasses all the Machines and measurement Points, or if Machines have been changed out with spares, the Upload process should include the Replace mode option. This will replace the entire Factory in the CoCo with the new Factory and Routes that are associated with that Factory.

For example, if Machine 3 on the factory floor is being replaced with a spare that has been overhauled, the vibration and other monitoring data in the database should not be mixed between the two machines. Machine 3 has been taken out of service and is being replaced with Machine 2, and the Factory has been updated in EDM to reflect this change of equipment. When uploaded to the CoCo in Replace mode, Machine 2 measurements will take the place of all Machine 3 measurements.

Combine Mode

If adding new Machines to the Factory, it is not necessary to entirely replace the Factory during an upload. For


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example, a new area in Factory1 has been prepared and is ready to be monitored on a regular basis and includes a new Machine, Machine2. In this case it is best to use the Combine Mode during the Upload process. EDM will upload all new data, but leave any existing Machines, Points, Routes, etc. untouched.

Uploading Data to CoCo

When all Factories, Machines, Points, Entries, and Routes have been defined in a Database it is ready to upload to the CoCo. The backup options in the Database Management should also be checked to be sure that the database is saved to the PC.

Select Upload on the toolbar to start the upload process. Select which databases will be uploaded to the CoCo. More than one Factory or database can be uploaded to the CoCo so they are available to the operator.

Figure 30: VDC Synchronization Wizard

Select the Routes to be uploaded and specify whether existing Routes on the CoCo will be replaced or updated.


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Once the transfer options have been specified, press Upload to send the data to the CoCo. When the upload is complete the Finish button will be available to exit the wizard.

Figure 31: VDC Synchronization Wizard, select route

Downloading Data from CoCo

After measurement data has been collected using the Route Measurement or Onsite Measurement function, the data must be downloaded to EDM for further analysis, post-processing, and storage in the database.

Download from VDC to EDM with New Machine Added

Occasionally, it may be necessary to add a new Machine to the Factory while in the factory collecting data. When this occurs, the Download process from CoCo to the EDM database will automatically add the new Machine to the database. Assume Machine3 has been added by an operator in the CoCo. When EDM downloads the data from the CoCo Machine3 is added to the Factory1 database and the associated data is stored. The CoCo


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updates to add Machine3 and saves a new Route as Route3, which is added to the list of available Routes in the Factory1 database.

Synchronize via USB

Turn on the CoCo and enter VDC mode, then connect the CoCo via USB or Ethernet and click the Download button in the EDM Devices Toolbar to start the Vibration Data Collector Synchronization Wizard.

Verify that CoCo Device is selected and press Next.

Figure 32: VDC Synchronization Wizard

Select the CoCo that contains the data to be downloaded and press Connect. Once the connection is established, press Next to select the data sets to be downloaded.


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Figure 33: VDC Sync Connection dialogue

Select the Routes that need to be downloaded and press the Download button to transfer the data associated with those Routes.

Figure 34: Example of data selection window

Once the transfer has completed, click Finish to close the wizard and return to EDM.


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Synchronizing via SD Card

Data can also be uploaded to EDM directly from the SD card. Begin by removing the SD card from the CoCo unit and connecting it to a SD card reader on the target PC. Click Download in the EDM Ribbon Bar to launch the Synchronization Wizard.

Figure 35: Synchronizing directly from an SD card

Select File Folder (Name is CoCo-80) and press Next. To synchronize using this option, the name of the folder containing the data must be named “CoCo-80.” The CoCo automatically saves data to a folder of this name on the root of the SD card.

Select the location of the folder to synchronize and click Next.


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Figure 36: Specify the CoCo-80 folder to synchronize with EDM

Select the data to be synchronized with EDM and click Download.

Figure 37: List of available data

When the transfer is complete, click Finish to return to EDM and review the newly imported data.


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Managing Databases and Factories

Database Management

The Manage button in the Database toolbar is used to backup and save databases. Measurements and Factory information can be saved into the database in a number of ways.

Figure 38: Manage Databases button

The options below allow specify how and when the data is saved to the database.

Caution: Data is not automatically saved into the database when a parameter is entered or changed. This is because the database may reside on a networked server and constant communication over the network could cause unacceptable delays in the software operation.


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Figure 39: Database Management menu

Auto Backup

When this option is enabled the database is automatically saved when EDM is exited. It is recommended to always have this option enabled. Double-click on the box below to browse and set the path for the backup files, or manually type in the location.

Auto Save

This option will automatically save the database based on the interval specified.

Auto save build result on background – when this option is enabled then the database is automatically backed up periodically based on the Auto save interval.

Auto save interval (10 – 600 seconds) – specifies how often the database is automatically backed up. Enter a time interval from 10 to 600 seconds.

Note: backing up a large database to a networked server may cause the software to respond slowly. A longer Auto save interval


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may be used to reduce the delays during operation.

Backup a Database

The backup button can be used to manually back up the database. The Backup VDC Database dialog will open. Enter a database name, specify a location and click the Save button.

Restore a Database

Restore a database from a previously saved version. The Restore VDC Database dialog will open. Browse to the database file, select it and then click the Open button.

Delete a Database

To complete remove a database, press the Delete button. The Delete VDC Database dialog will open. Select the database to delete, and type “Delete” in the text box below to confirm, then click the Delete button.

Important: Once the database is deleted, it cannot be restored or recovered.


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Figure 40: Delete Database dialogue box

New or Change Database

Opens the Database Access Wizard, where different database can be accessed or a new database can be created. This is the same as pressing the Access button in the EDM Ribbon toolbar.

Load Demo Database

This will load a small database with sample measurements. Use this to learn to navigate through a Factory, add and delete elements, and view data.

Factory Management

Export a Factory

Before exporting a Factory, set the Factory Export Options. Click Manage from the ribbon bar, and set the options in the lower left of the Manage window.

Figure 41: Factory Export Options

This option specifies which items get backed up when a Factory is exported. Note that when more items are


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included in the backup the time required to perform the backup operation will increase.

Backup all Subitems – includes all items in the backup.

Backup all except routes – includes all items except route data.

Backup all except recordings – includes all items except recordings.

Backup all except routes and recordings – includes all items except route and recordings.

Trend recording backup options –specifies the dates to include for trend recording in the backup.

Backup start date – specifies the earliest date (start date) to include in the backup.

Backup end date – specifies the last date (end date) to include in the backup.

To export a Factory, right-click on it in the Database navigator and select Export Factory.


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Figure 42: Factory Export option

A window will open with the option to Include recording data, and if selected a Date Range. Recordings can also be included by selecting only Entries with a specified Keyword.


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Figure 43: Factory export recording files options

Once the settings for exporting data have been set, press OK.

Figure 44: Set the location to save the Factory file

Specify a name for the backup file and the location to save it to. Press Save to finish the export process.


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Import a Factory

To import a Factory from a file, right-click in the Database Explorer and select Import Factory.

Figure 45: Import Factory into a Database

Browse for a Factory backup file in the window that opens. Backup files have the extension .VFK. Once the correct files is selected, press Open.


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Figure 46: Select backup file to import

The import process will complete automatically unless there is a duplicate Factory in the Database. If there is a duplicate, a window will open with the option to either Combine the Factories, Replace the old factory, or Keep Both Factories in the Database. Specify which option is needed and press Import to finish the importing process.


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Figure 47: Options for redundant Factories


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CoCo Measurements

There are two general categories of measurements that can be taken by the CoCo while in VDC mode, Route measurements and Onsite measurements. Route measurements are taken at various points along a factory route as defined in EDM. Onsite measurements are measurements that are taken without reference to a route.

Select Measurement Mode

Power on the CoCo by pressing the Power button and allow the unit to run through its startup routine. When the startup process is complete select VDC as the working mode.

Enter VDC mode by pressing F1 (VDC) or by pressing Enter.

Figure 48: VDC or DSA selection screen


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VDC measurements are related to Factory structures. Each Factory contains one or more Machines. Each Machine contains one or more Points, and each Point contains one or more entry. Factories are defined in EDM and loaded onto the CoCo.

To begin taking measurements, select a Factory by selecting it with the arrow keys and pressing Enter. Alternatively, the main menu screen can be accessed by pressing F1 (Setup).

Figure 49: Factory selection screen

Once a Factory has been selected, the CoCo Setup screen will load. This screen access all options for configuring the CoCo.

CoCo Setup Page

In addition to Factory and Measurement access, the CoCo Setup Page contains the settings for all CoCo functionality. The list below gives an overview of the various menu options.


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Figure 50: CoCo Setup menu

Tacho/RPM: Change the default RPM entry mode. The options are to Apply the user expected RPM value set by PC, Prompt to let user manually input the value, or Read from the tachometer measurement.

Memory: Displays the status of onboard and SD memory. It includes values for Used Space, Free Space, % Used, and Total Space.

Date/Time: Sets the date and time for the CoCo. This is important to set as Time and Date data are included as attributes to any data collected.

Connections: Displays the status of the Ethernet and USB connections. The IP settings can also be configured here. Check this menu if there are problems connecting to a network to upload data or update the CoCo software.

Storage Card: Accesses the data stored on the SD card.

Power: Displays the current battery level, whether running on the battery or power adapter, and total time the unit has been run on battery power.


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The F1 (Advanced) menu has settings for power saving options.

Account Management: Allows for CoCo user accounts to be managed. Accounts can be created, edited, and permissions to features can be restricted.

Search: Searches the active Factory for Routes, Points, Entries, and Machines.

Reset Settings: Will reset the CoCo to factory defaults.

F2 (Update): This will search the Crystal Instruments update server for newer versions of the CoCo operating system.

F3 (About): Displays information about the CoCo hardware and software.

F4 (Help): Opens basic help and warranty information.

F5 (Other): This menu contains settings for additional features of the CoCo, including:

Start Page: Select whether the CoCo will automatically load VDC mode, DSA mode, or prompt each time.

User: Sets user information including Name, Company, Address, Telephone Number, Email, and Instrument name.

Digit Notation: Sets the number format. Options are Engineering Notation (1M, 1k, etc), Scientific Notation (1e+06, 1e+03, etc), or Floating Point (1.1111, 1.111, .001, etc.).

Theme: Select from Black background or White. Test Note: Enter a note to be appended to

measurements taken.


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System Calibration: Launches the calibration routine.

Audio: Set the preferences for audio feedback, headphone volume, and microphone input.

F6 (DSA): Changes the working from VDC to DSA mode. DSA mode will not be covered by this reference guide.

Route Measurements

Routes are predefined collections of measurement Points defined through EDM. A Route is a subset of a Factory and can only record data associated with the Factory it belongs to.

From the main Setup menu select Route to load the list of Routes associated with the active Factory.

Figure 51: CoCo Setup screen

Select a Route from those available and press F6 (Activate Route).


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Figure 52: Available Routes

The Route will be displayed, outlining the Points that measurements will be taken at as well as the number of Entries associated with that Point.

To begin, select the Route name and press F6 (Activate). The Route can also be started at any Point or Entry by selecting the desired point and pressing F6 (Activate).

The organization of the Route in the CoCo is shown in Figure 53. The top level is the active Route. The next level of the display is the Machine-Point. The Machine is the physical piece of equipment being measured, and the Point is the location of the Machine where the measurement will be taken. Expanding the Machine-Point will display the Entries for that Point. The entire Factory structure and Route is created in EDM.


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Figure 53: Route outline

If the top level of the Route is initialized the first Point of the Route will be opened. Sensor type, sensitivity, input channels, and display defaults are all defined in EDM. Connect the sensor associated with this measurement to the appropriate channel and press F6 (Start Meas.). The CoCo will collect and save data and automatically proceed to the next Entry. If needed, the measurement can be discarded and collected again.


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Figure 54: Entry displaying reading and APS

Measurements are taken by recording Blocks of data to be averaged for a single point. The number is defined in EDM when the measurement Point is configured. Once F6 (Start Meas.) has been pressed, the current Block and the total number of Blocks to be average are displayed in the ribbon bar at the top of the CoCo display.

Figure 55: Average count during a measurement


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If needed, measurements can be taken in a different order than specified in the Route. From any Entry, press F3 (Control) and select Point Management to return to the Route overview. Any point can be selected from the list and activated. Entries will be displayed in red if data has been collected since the last upload to EDM, and the Entry that was last open will be displayed in green.

Reviewing Captured Data

After a measurement has been taken it can be reviewed directly on the CoCo to evaluate the quality of data. The most recent record can be reviewed by pressing F3 (Control) and selecting Review Measured Record. To view older records or records related to a specific Point, press the File button and select the Entry to review.

Figure 56: Reviewing data through the File menu

Press F2 (Review Records) to display the files associated with that point. Press Enter to open a saved file. The data can be viewed as a Reading, Waveform, or Spectrum. Select which through the F1 (Traces) menu once the data


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point has been opened. Read more on Traces in the following section.

Figure 57: Files associated with the select point

Soft Key Menu Options

Though measurement settings have been configured through EDM, the menus associated with soft keys still provide many options.

F1 (Traces) Select from the available trace views for the data being recorded at this point. There are three types that can be displayed individually, or in any combination of two.

Readings: Text readouts of RMS, peak, or peak-to-peak values.

Waveform: Time stream of the input channel plotting amplitude versus time.

Spectrum: An Auto Power Spectrum showing the amplitude versus frequency of the signal.


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F2 (Param.) Analysis Parameters: Displays the analysis

parameters as set in EDM. Input Channels: Open the channel status screen.

Pressing F1 (Edit Table) will open the sensor table to view the settings for the enabled input channel. Settings cannot be changed, only referenced.

Output Channel: Configure and enable the output channel.

Tacho/RPM: Select the how the RPM data will be handled. The options are to use a static value defined in EDM, enter a value manually, or read a tachometer for a live speed reading.

Display Preferences: Sets the default display values and types, such as RMS, peak, or peak-peak values for spectra.

Save Option: Define how the CoCo behaves when a measurement has been completed.

Auto Save and Entry Auto Advance: automatically saves the data when a measurement is completed and advances to next measurement entry. There is a 5 second delay before each operation to abort saving or advancing.

Auto Save and Entry Manual Advance: Automatically save recorded data, but waits for input to advance to the next entry.

Manual Save: Manually save and advance through Entries.

Auto Save and Advance and Measure: Automatically save, advance, and begin measuring at the next point. The number of entries to advance through can be set, as well as the delay between saving, advancing, and beginning the next measurement.


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F3 (Control) Hold Live Signals: Pauses data processing for

spectral and block data, and pauses the display. Review Measured Record: Displays the readings

from previous Entries at this point. View Point Image Detail: If an image has been

loaded for this Point it will be displayed for reference.

Prev. Meas. Entry: Will load the previous Entry in the Route.

Next Meas. Entry: Loads the next Entry in the Route.

Prev. Point: Loads the previous Point in the Route. Next Point: Loads the next Point in the Route. Point Management: Displays the Route structure to

initialize any Entry within the current Route. Entries that have had data saved since the last upload will be displayed in red. The Entry that was previously open will be highlighted in green.

Route Management: Loads the list of available Routes.

Scanner: Initializes the scanner function to utilize a barcode scanner to input notes.

Meas. Note: Enter a note with the on screen keypad to be appended to the Entry data.

F4 (Auto/Zoom) This soft key manages the scaling of axes on traces. While in a single trace window, or a two trace window with a Reading display, pressing F4 (Auto) will toggle the scaling to manual scaling. The Up and Down buttons will scale the y-axis, Left and Right will scale the x-axis.

Pressing F4 (Auto) once will change to Zoom mode. To switch to Move mode, press the Shift button. Use the arrow buttons to adjust the placement of the display.


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Auto Scaling

Reduce/Expand ZOOM scaling

Left/right Up/Down

Move position

Shift button

F4 F4

Figure 58: Auto Scaling, Zoom, and Move navigation diagram

If a Waveform-Spectrum window is open, pressing F4 (Auto) will open a menu to select Auto Scaling for the top or bottom trace, or Zoom/Move controls for the top or bottom trace.

Figure 59: F4 soft key options in a Waveform-Spectrum window

F5 (Cursor) The Cursor menu manages cursors and their functions. Up to two Cursors can be added to each trace. Cursors are moved by pressing and holding the Left and Right arrow buttons.


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Peak detection can be enabled for a Cursor by pressing and holding Up. While holding the Up button, two dashed lines will appear, one on either side of the cursor. The peak value between these two dashed lines will be detected and its X and Y values will be displayed. To clear the detected peak, press Down.

Figure 60: Using a Cursor for peak detection

Adding two Cursors to a Spectrum trace allows for calculations of RMS and THD values for the frequency range between the two Cursors. Pressing Shift will change which Cursor is controlled by the navigation buttons.

F6 (Start Meas.) To start collecting data at a measurement Point press F6 (Start Meas.). Depending on the settings defined in F2 (Param) -> Save Option the measurement will be saved and the next Point can be started.

If at any time a measurement needs to be taken on a Point that is not defined in the current Route, an Onsite Measurement can be taken by pressing the Analysis key.


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Onsite Measurements

Onsite Measurements are used when a single Entry needs to be recorded independent of a Route. Onsite Measurements can be attributed to any Point in the active Factory, or stored as a generic Onsite Measurement if taken at a non-standard location.

An Onsite Measurement can be started mid-route by pressing the Analysis key. Alternatively, when a Factory has been selected Onsite Measurement can be selected from the Setup screen.

Figure 61: Onsite Measurement via the Setup menu

Configuring an Onsite Measurement

Unlike a measurement Point that has been defined in EDM, Onsite Measurements will need all parameters defined before taking a measurement. This process begins by selecting the type of measurement that will be taken.


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Figure 62: Onsite Measurement types

A common measurement is taken using a Waveform & Spectrum project, which allows for saving measured input signals and computed spectral data from an accelerometer, velocity sensor, or displacement probe.

Figure 63: Onsite Measurement default view

Data can be displayed in three formats: Readings, Waveforms, and Spectra.

Readings: Text values of data in RMS or peak.


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Waveforms: Time streams of the signal as it is measured by the input.

Spectra: Calculated spectrums displaying the amplitude in relation to frequency.

The display can show any one type of measurement, or any combination of two, as shown in Figure 63. To change the display type, press F1 (Traces). The channel for each trace can also be set here.

Figure 64: Display options

The F2 (Param.) menu is where all Analysis, Input, Output, Tacho, and Display settings are defined.


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Figure 65: Parameters menu

Analysis Parameters contains the variables that will need to be tailored to the frequency range and measurement quantity. The options include settings for:

Measurement Quantity: Acceleration, velocity, displacement.

Fmax (Hz): The highest frequency that can accurately be recorded.

Fmin (Hz): The lowest frequency that can accurately be recorded. This must be set to between 0% and 95% of Fmax.

Number of Samples/Lines: Spectra are calculated from discrete divisions of the time stream. Number of samples specifies how many samples are taken before a spectrum is calculated. The number of Lines specifies how many bins the spectrum will have.

Average Type: Linear or exponential averaging of spectra.

Average Number: The number of calculated spectra to be averaged.


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Window Type: Hanning, flattop, and uniform. Most measurements will use the Hanning window.

Overlap Rate: specifies how much of two sequential blocks will overlap.

Expected RPM: Specifies the expected RPM when measuring vibration in rotating machinery.

The Input Channels setup specifies the sensor type, engineering unit (volts, g’s, etc.), sensitivity, and input mode. To access the channel setup, press F2 (Param.) and select Input Channels. This will display the sensor status window, press F1 (Edit Table) to access the sensor setup table.

The input mode for a sensor is an important parameter to set. Most accelerometers will need to be set to IEPE, which enables a current source to power the accelerometer.

Figure 66: Input Channels Sensor Table showing IEPE

The CoCo can also provide an output signal, which can be set by selecting Output Channel from the F2 (Param.)


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menu. The frequency, and peak amplitude of several steady state waveforms can be specified, as well as start and end frequencies for sweep and chirp outputs.

Select a waveform using the Up and Down arrow keys and press the Right arrow key to adjust the output parameters of that waveform. Press F4 (Enable) to toggle the output on or off.

Figure 67: Output Channel setup

The Tacho/RPM settings specify how RPM will be handled.

Apply the user expected RPM value set by PC: applies a standard RPM value estimate to the measurement.

Prompt to let user manually input the value: Allows input from a measured tachometer readout.

Read from the Tachometer measurement: uses the instantaneous speed read from an external tachometer instrument.


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The Display Preferences menu sets the default spectrum type (RMS, peak, etc), engineering unit (g, m/s, mil, etc.), axis type (linear, logmag, etc.), and frequency type (Hz, RPM, etc.).

Figure 68: Display preferences menu

The F3 (Control) has settings to Hold Live Signals, which pauses the plots, Review Measured Record, make us of a Scanner, or add a Measurement Note. The Scanner function uses an optional barcode scanner to automatically input machine tracking data. Meas. Note allows for any relevant environmental conditions to be noted.


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Figure 69: Control menu options

The F4 (Auto) button toggles auto-scaling of axes. When toggled to manual, the plot can be moved by pressing the shift key to switch from Zoom to Move.

The F5 (Cursors) button controls cursors on the displayed traces. Up to two cursors can be added to any displayed trace.

Figure 70: Cursor setup menu


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The cursors can detect peaks by positioning the cursor near a peak and pressing the Up arrow. Two dotted lines will appear, one to either side of the cursor, and if the peak is within the two dotted lines the cursor will jump to it and display the frequency and peak value.

Figure 71: Example of Cursor peak detection limits

Figure 72: Detected peak with text Reading displayed


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Troubleshooting

Issue Possible Cause Solution

CoCo will not connect to a LAN to update.

Connections are loose.

Verify all connection.

The network the CoCo is being connected to is secured.

Contact the local IT administrator for access to the LAN.

The CoCo IP settings are not configured properly.

Enter the main menu by pressing Setup. Select Connections, the F5 (IP Setup) to configure the Ethernet connection. Contact the network administrator for the correct settings for the LAN.

EDM installation fails.

The user account does not have administrator privileges.

• Check with an IT administrator to verify that the account can install programs.

• Contact IT to have them install EDM.

SQL Server Installation Fails.

The user account and computer name are the same.

Change either the user account name or the computer name.

The CoCo is not

The CoCo USB driver is not

Refer to How To Setup the CoCo USB Driver on the EDM Installation


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detected by EDM.

installed. CD under User Guide and Tutorial> Technical Support Documents, and finally open the How To Setup the CoCo USB Driver tutorial.

Antivirus software is preventing data transfer.

• Check the settings of the antivirus software and give permission for CoCo connections.

• Check with local IT department to allow the connection.

Physical connection error.

• Check the connection status on the CoCo. In the top ribbon of the CoCo display is a computer icon with either a red X or a green check. A red X indicates that a physical connection does not exist.

• If using an Ethernet connection verify that both the host PC and the CoCo are both set to either Dynamic IP settings or both are set to similar Static IP settings.

Sensor input is lower than expected.

Check that the sensor channel has been set correctly.

• Verify Measurement Quantity has been set correctly.

• Verify Sensor Sensitivity is correct.


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An active (IEPE or ICP) sensor is not being supplied current.

• Check the sensor table to verify that IEPE is enabled on all channels with an IEPE/ICP accelerometer.

• Check that and IEPE connection has been made. Press Sensors and check IEPE status below each channel. IEPE in green means an IEPE sensor has been detected and IEPE is enabled.

Bad connection.

• Verify both ends of the BNC cable are securely connected.

• Check the integrity of the BNC cable, replace if the cord or connectors is damaged.

Sensor is connected but the default unit engineering unit is not what needs to be measured.

Sensor setup does not include any integration or differentiation.

Set the sensor channel to include integration or differentiation

Example: Set a channel connected to an accelerometer to double integration to display displacement.

The Voice Annotation feature does not work.

Verify that the Audio settings have been configured for use with a microphone.

Enter the Setup menu, then press F5 (Other) and select Audio. Make sure there is a check mark next to Use microphone to record voice annotation and verify that Microphone Level and Speaker Volume are not 0%.


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A data recording has not been started.

Press Rec/Stop to begin data collection, then use the Push to Talk button on the microphone to create an annotation associated with this recording. Press Rec/Stop to save the data and annotation.

The microphone is incompatible with the CoCo’s Voice Annotation feature.

The CoCo connects to a microphone via a three conductor 3.5mm jack. The microphone must have a 3.5 mm three conductor plug consisting of a ground, mic signal, and Push to Talk (PTT) conductor. The PTT button signals the CoCo to record the microphone input.

Tachometer not detected or reading unstable.

Tachometer threshold is not properly set.

Press Setup and select Tacho/RPM. Select Read from the tachometer measurement and press F1 (Tacho Setup) to configure the tachometer channel. Press F2 (Pulse Detection) to set the trigger level. Set the Detection Threshold around 80% of the peak voltage and press F6 (Apply).

Tachometer on the wrong channel.

Check that the tachometer is connected to Channel 1 on the CoCo.

IEPE input shows spikes

Intermittent connection between sensor and the CoCo.

Check along the length of the cable for any signs of physical damage.

Bend the cable, moving along the entire length to check for spikes on the input channel. If the channel


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registers a large input the cable is bad.

Replace the cable.

Menus are cut off, scroll bar extends beyond viewable area, or buttons missing from menus

Windows text scaling is set higher than 100%

Windows 7/Vista: Open Control Panel -> Display. Set text size to 100%

Windows XP: Right-click on desktop and select Properties. Click the Appearance tab. Set Font Size to Normal


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Notes

Notes


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Notes


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Declaration of Conformity

Declaration of Conformity for CI CoCo, Handheld Data Acquisition System


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Manufacturer: Crystal Instruments Corporation, 2370 Owen Street, Santa Clara, CA 95054

Statement of Conformity:

EC Declaration of Conformity

Council Directive 2004/108/EC on Electromagnetic Compatibility

Crystal Instruments

2370 Owen Street, Santa Clara, CA 95054, USA.

Product Name: CoCo (Handheld Data Acquisition System)

Model No.: CoCo

Assessment of compliance of the product with the requirement relating to Electromagnetic Compatibility Directive. The product has been assessed by the application of the following standards:

EN 61326:1997+A1:1998+A2:2001

EN61000-3-2: 2000

EN61000-3-3: 1995+A1:2001

The tests have been performed in a typical configuration.

This Conformity is indicated by the symbol, i.e. “Conformité Européenne”.